Selected Cases
Estate of the late Shirley Gardner; Bernengo v Leaney [2019] NSWSC 1324 (Bell P) – intestacy – successful declaration as to existence of de facto relationship; alternative family provision claim.
Libbert v Mironow [2015] NSWSC 2153 (Brereton J) – s95 Succession Act approval of release of family provision rights.
Re M’s Codicil [2018] NSWSC 936 (Lindsay J) successful contested court authorised codicil where earlier codicil of doubtful validity in context of large protected estate.
Estate Pamplin; Irwin v Pamplin [2017] NSWSC 1477 (Lindsay J): Competing Applications for letters of administration: de-facto v mother of deceased.
Mallouhi & Ors v Marsh [2016] NSWSC (Ball J) Family Provision claim by adult daughter/grandchildren, settled during hearing
Re: RB, a protected estate family settlement [2015] NSWSC 70 (Lindsay J, statutory will, protective jurisdiction, family provision releases)
Re: Dion Investments Pty Ltd [2014] NSWCA 367 (operation of s81 Trustee Act 1925)
Smith v O’Neill [2014] NSWSC 1119 (Hallen J, upholding gift to solicitor in will, knowledge & approval, s8 Succession Act)
Application of NSW Trustee & Guardian (Estate of Fuller) [2014] NSWSC 423 (Kunc J, Judicial Advice in an estate)
Application of NSW Trustee & Guardian (Estate of Foster) [2014] NSWSC 1633 (Brereton J, Benjamin Order, administration of an intestate estate)
Cirillo v Cirillo; Estate of CA Cirillo, deceased [2013] NSWSC 1797 (Lindsay J, probate caveat, indemnity costs)
NSW Trustee & Guardian v McGrath & Ors [2013] NSWSC 1894 (Young AJ, judicial advice, de facto relationship)
Coates v Wattson; Estate of Sullivan [2013] NSWSC 604 (Windeyer AJ, rectification of will)
Gulbis v Strikis [2012] NSWSC 807 (Slattery J, lien claim by solicitor/executor)
Guler v NSW Trustee & Guardian [2012] NSWSC 1369 (forfeiture rule/Family Provision, White J)
Hopwood v Hopwood (Plaintiffs, Family Provision claim, Supreme Court 2012, Hallen ASJ)
Application of the NSW Trustee & Guardian; Estate of Kijauskas – judicial advice (Supreme Court, Ball J, 2012)
Application of the NSW Trustee & Guardian; Estate of Diggle (judicial advice, Ball J, Supreme Court, 2012)
Gooding v Robinson (Family Provision claim, Estate, Notional Estate, Hallen ASJ)
Boughton v Jennings (informal will, Family Provision, members of household, 2012)
Watt v Israel (Family Provision, plaintiff adult daughter, 2012)
Wallace ats Amos, NSWSC, Slattery J (promissory estoppel claim against deceased estate, 2012)
Eddy v Barratt (Family Provision, adult daughter, Macready ASJ, 2011)
Morris v Hannagan [2011] NSWSC 1684 (co-executors, power of sale) (Rein J)
Application of Hegarty [2011] NSWSC 1194 (construction of wills, administration suit, non-charitable purpose trust) (Gzell J)
Telfer v Telfer [2011] NSWSC 1163 (Probate, resistance of removal of caveat, testamentary capacity & forgery issues) (White J)
Noonan v Johnson (NSW Supreme Court, 15 March 2011, Pembroke J.) – testamentary capacity, appeared for the beneficiary (St. Vincents Hospital) (settled at trial)
McQuade v Sheather & Ors (NSW Supreme Court, 2010) succession, injunction restraining solicitor distributing estate assets; opposing application to remove executor) – settled before trial.
Crawley, Re; Application of Crawley [2010] NSWSC 618 (statutory will)
Cemex Australia Pty Ltd v Takeovers Panel & Anor [2009] FCAFC 78 (misrepresentation in the conduct of a takeover)
Fenwick, Re; Application of J.R. Fenwick & Re Charles [2009] NSWSC 530 (succession, first NSW decision on court authorised statutory wills)
Refina Pty Ltd v Binnie [2009] NSWSC 311; and [2009] NSWSC 914 (property – adverse possession) and on appeal in the NSW Court of Appeal [2010] NSWCA 192