Supreme Court
New South Wales
- Amendment notes
Medium Neutral Citation: Nevenka Dmitrovic v Branka Kleut [2024] NSWSC 1541 Hearing dates: 24–26 June 2024 Date of orders: 03 December 2024 Decision date: 03 December 2024 Jurisdiction: Equity – Probate and Family Provision List – Family Provision Before: McGrath J Decision: 1. The cross-claim filed 5 December 2022 is dismissed.
2. Judgment for the plaintiffs against the defendant for possession of the whole of the land known as XX Cowper Street, Randwick, New South Wales, being the whole of the land comprised in certificate of title folio identifier 1/81492 (Property).
3. Plaintiffs granted leave to issue a writ of possession in relation to the Property.
Catchwords: ESTOPPEL — equitable estoppel — proprietary estoppel — estoppel by representation — where plaintiffs/cross-defendants and mother owned family property as tenants in common in unequal proportions — where defendant/cross-claimant permitted to occupy the property for an extended period of time without paying rent — alleged representations by first plaintiff/cross-defendant to defendant/cross-claimant of right of sole occupancy of studio on non-subdivided property — alleged promise by mother to bequeath defendant/cross-claimant one-third of mother’s share in the property — findings of fact that form of studio representations made but mother’s promise not — asserted acts of reliance including remaining at the family property instead of moving into properties owned by defendant/cross-claimant at different times — lack of detrimental reliance in circumstances where defendant/cross-claimant benefitted financially and otherwise from purported acts of reliance and insufficient evidence that those acts were done in reliance on studio representations as opposed to expectation of ongoing tenancy at will — lack of unconscionability — HELD — no estoppel arising in favour of defendant/cross-claimant
SUCCESSION — family provision — claim by adult daughter for provision from the deceased’s estate under Succession Act 2006 (NSW), Ch 3 — application made out of time — significant and largely unexplained delay — mere change of mind insufficient — where beneficiaries would be materially and substantially prejudiced by the delay — sufficient cause not shown — where estate already distributed — notional estate —where order designating family property as notional estate needed to give effect to any provision made — where such order would disrupt reasonable expectations of registered proprietors and deceased and occasion substantial injustice — no “other special circumstances” for the purposes of s 90(2)(b) established — consideration of general s 60(2) matters including applicant’s financial circumstances and deceased’s testamentary intentions — where applicant owns unencumbered property — no evidence or assertion of future needs or material dependency on the deceased — HELD — application for extension of time refused — notional estate order and family provision order would also be refused
LAND LAW — possession of land — possession sought by registered proprietors from tenant at will —no defence to claim for possession — judgment for possession
Legislation Cited: Evidence Act 1995 (Cth) s 38
Family Provision Act 1982 (NSW) s 28
Succession Act 2006 (NSW) Ch 3
Cases Cited:
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- Case
- [2024] NSWSC 1541
- Decision Date
CaseChat Overview and Summary
The court was required to determine whether Branka was entitled to an estoppel based on the alleged representations and promises, and whether the delay in Branka's family provision application could be excused. The court considered the nature and extent of Branka's reliance on the alleged representations, as well as the elements necessary for an estoppel to arise. The court also examined the impact of the delay on the estate and the beneficiaries, and whether there were special circumstances warranting an extension of time for the family provision claim.
The court found that Branka's reliance on the representations did not amount to a detriment, as she had financially benefited from her occupation of the property. The court also found that there was no unconscionability on the part of Nevenka and her mother, and therefore, no estoppel could be established in Branka's favour. The court further held that the delay in Branka's family provision application was significant and largely unexplained, and that the beneficiaries would be prejudiced by an extension of time. The court refused the application for an extension of time, and consequently, also refused the notional estate order and the family provision order. The court granted judgment for possession of the property in favour of the plaintiffs, Nevenka and her mother.
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