Lalic v Lalic

Case

[2022] NSWSC 31

27 January 2022


Details
AGLC Case Decision Date
Lalic v Lalic [2022] NSWSC 31 [2022] NSWSC 31 27 January 2022

CaseChat Overview and Summary

The case of Lalic v Lalic involved a claim by an adult child, the plaintiff, against the estate of her deceased parents. The deceased's estate was primarily made up of real property, which was left to the plaintiff's other siblings, while the plaintiff was left with a share of the residue. The plaintiff argued that she had received a gift of land from her parents during their lifetime, had undertaken many years of unpaid work for the family business, and had a close relationship with the deceased. She also highlighted her status as a disability pensioner who was unable to work, which contrasted with the financial positions and contributions of the other adult children, who had competing claims against the estate. The central issue before the court was whether the plaintiff was entitled to additional provision from the deceased's estate under the Family Provision Act.

The court had to determine whether the plaintiff's contributions and relationship with the deceased warranted further provision from the estate. The court considered the plaintiff's lifetime gift of land, her unpaid work, and her close relationship with the deceased as significant factors. It also weighed these against the financial positions and contributions of the other adult children. The court found that the plaintiff's unpaid work and the close relationship with the deceased were substantial factors in her favour. However, the court also noted the contributions of the other children and their financial positions. Ultimately, the court concluded that the plaintiff's circumstances justified additional provision from the estate, recognising her significant contributions and close relationship with the deceased.

The court ordered that further provision be made from the deceased's estate to the plaintiff. The court determined that the plaintiff's unpaid work and close relationship with the deceased warranted additional provision, despite the competing claims of the other children. The court balanced the various factors and concluded that the plaintiff's circumstances justified the order. The specific amount of the provision was left to be determined by the executors of the estate in consultation with the parties. This decision underscores the importance of considering the unique circumstances of each case when determining family provision claims, particularly where there are competing claims from multiple children.
Details

Areas of Law

  • Succession Law

Legal Concepts

  • Family Provision

  • Residuary Claimant

  • Unpaid Work

  • Close Relationship

  • Disability

  • Competing Claims

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Most Recent Citation
Green v Jones [2025] NSWSC 293

Cases Citing This Decision

18

Alexiou v Alexiou [2025] NSWCA 164
Angius v Angius [2025] NSWCA 113
Pilatos v Whillier [2025] NSWSC 1221
Cases Cited

19

Statutory Material Cited

1

Bates v Cooke [2015] NSWCA 278
Blendell v Blendell [2020] NSWCA 154
Blendell v Byrne [2019] NSWSC 583