by ROBERT | Sep 5, 2023 | Succession
Paulo died in December 2022, leaving a will (from a DIY Will kit) appointing his mother Rhonda as sole executor. Rhonda died 13 days after Paulo in January 2023. The issue was whether section 33B(1) of the Succession Act applies, which deems a beneficiary who dies...
by ROBERT | Sep 5, 2023 | Succession, Trusts
https://jade.io/article/1044964 [A decision by Honourable Justice Larissa Strk a Judge of the Supreme Court of Western Australia refusing access to a son of his deceased mother’s bank records from surviving de facto partner] The plaintiff was the son of the...
by ROBERT | Jul 31, 2023 | Succession
Maria Shaw (plaintiff) propounded a will dated 18 October 2019 (“2019 Will”) of her deceased father, Martin Tullemans. The 2019 Will was handwritten by Maria’s son David and left the residue of Martin’s estate to Maria. Tamar Tane (defendant),...
by ROBERT | Mar 2, 2018 | Succession
In Bezjak v Wyatt (No 2) [2018] NSWSC 232 the Supreme Court of New South Wales dismissed a family provision suit by an eligible claimant. Some two months prior to the court hearing, the legal representatives of the estate made a genuine offer of compromise to settle...