Pollicino v Pollicino

Case [2000] NSWCA 4


CITATION: Pollicino v Pollicino [2000] NSWCA 4 revised - 02/05/2007
FILE NUMBER(S): CA 40356/98; CA 40405/98; ED 3801/87
HEARING DATE(S): 03/02/2000 and 04/02/2000
JUDGMENT DATE:
22 March 2000

PARTIES :


Francesco Pollicino & 2 Ors v Salvatore Pollicino
Salvatore Pollicino v Francesco Pollicino & 2 Ors
JUDGMENT OF: Mason P at 1-5; Powell JA at 6-9; Foster AJA at 10-64
LOWER COURT JURISDICTION : Supreme Court
LOWER COURT
FILE NUMBER(S) :
3801/87
3801/87
LOWER COURT
JUDICIAL OFFICER :
Windeyer J
COUNSEL: D.L. Williams for the respondents
G.J. McVay for the appellant
SOLICITORS: Garrett, Walmsley, Madgwick for the respondents
Sparke Helmore for the appellant
CATCHWORDS: Discretionary trust - partnership relief sought differs from that sought before the trial judge - judgment under appeal interlocutory - fiduciary duty - declaration of trust in property - just allowances - trust property used as security for loans - beneficiaries' interests in later properties - breach of trust - ND.
LEGISLATION CITED: Daniels Chancery Practice 5 Ed 1233
CASES CITED:
Scott v Scott (1963) 109 CLR 649
Hagan v Waterhouse [1983] 2 NSWLR 395
Giumelli v Giumelli 161 ALR 473
Cummings v Lewis (1993) 113 ALR 285 at 293
Derrawee Pastoral Company Pty Ltd v McConochie CA 24 February 1995 unreported.
Kara Kar Holdings Pty Ltd v Brookton Holdings Pty Ltd CA 27 March 1997 unreported.
Hall v The Nominal Defendant (1966) 117 CLR 423
Licul v Corney (1976) 50 ALJR 438
Port of Melbourne Authority v Anschun Pty Ltd
(1980) 147 CLR 35
Carr v Finance Corporation of Australia Limited (No. 1) (1980-1981) 147 CLR 246
Sanofi v Parke Davis Pty Ltd (No. 1) (1982) 149 CLR 147
A Hudson Pty Ltd v Legal & General Life Australia Limited (1985) 1 NSWLR 701
Dousi v Colgate Palmolive Pty Ltd (1987) 9 NSWLR 374
Re Tillett (1886) LR 32 Ch. D. 639
Haverland v McCleary (1894) 15 NSWLR (Eq) 22
DECISION: Appeal dismissed with costs.



THE SUPREME COURT
OF NEW SOUTH WALES
COURT OF APPEAL
                              CA 40405/98
                              CA403565/98
                              ED 3801/87
                                MASON P
                                POWELL JA
                                FOSTER AJA
                      Wednesday, 22 March, 2000

      SALVATORE POLLICINO v FRANCESCO POLLICINO & ORS

      JUDGMENT

1    MASON P: I have read in draft form the judgments of Powell JA and Foster AJA.

2    I incline to the view that the 1997 judgment under appeal was interlocutory for the reasons given by Powell JA. But I find it unnecessary to resolve that issue, because I would in any event grant leave to appeal (both parties contending that the appeal was competent) and dismiss the appeal with costs.

3    Accordingly, I agree with the orders for dismissal of the appeal with costs proposed by Foster AJA.

4    The matter proceeded in 1997 on the basis that the 1993 judgment presented no obstacle to the Court, upon “further consideration”, doing what was just in the circumstances. For that reason, the correctness of the 1997 orders should be considered on their merits, in the light of the issues then fought, and without any constraint based upon…

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AGLC
Pollicino v Pollicino [2000] NSWCA 4
Case
[2000] NSWCA 4
Decision Date

CaseChat Overview and Summary

The appeal concerned a dispute between beneficiaries of a discretionary trust, Mr. and Mrs. Pollicino, and the trustee, Mr. Pollicino. The beneficiaries sought orders for partnership relief and a declaration that certain properties were held on trust for them. The judgment under appeal was interlocutory.

The primary legal issues before the Court of Appeal were whether the trustee had breached his fiduciary duties, whether certain properties were held on trust for the beneficiaries, and what "just allowances" were to be made to the trustee. The beneficiaries also argued that their interests in later properties, which had been used as security for loans, had been prejudiced.

The Court of Appeal found that the trustee had not breached his fiduciary duties. It held that the properties in question were not held on trust for the beneficiaries, and that the trustee was entitled to just allowances for expenses incurred in managing the trust property. The court also determined that the beneficiaries' interests in the later properties had not been prejudiced by their use as security for loans.

The appeal was dismissed, and the appellants were ordered to pay the costs of the appeal.

Orders

Orders of the court

Appeal dismissed with costs.

Background

Background to the litigation

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Evidence

Evidence Before The Court

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Decision

Reasons for decision

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Ratio Decidendi

Legal Principle Established

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