Re Marsella and genuine and real consideration – on The Heir Waves

In the latest episode of my new podcast called The Heir Waves, Caite Brewer and I discussed some more interesting cases in succession law. Have a listen below: Freedom of Discretion: Re Marsella and ”real and genuine” consideration In this episode, Caite & Michele discuss: Follow up question from ‘Episode 1: To Love and To…

Executors behaving badly: Successful removal and IA appointed (QLD)

Getting an executor removed for undesirable behaviour can be quite the challenge in practice. Many elements are part of the equation including the conduct of the parties, the nature of the estate, the steps required to be taken to finalise the estate and the cost of appointing someone separately to administer the estate. Normally, the…

Pandemic or Prejudice: FPA hearing vacated amid COVID-19 (ACT)

I sincerely hope this reaches my readers, followers, and passers-by in a situation where they are safe and well during this tumultuous time in the world! For those in litigation, your practice is changing daily as we wait (and wait) for certainty (if it is ever arrives!); and those hearings aren’t going anywhere.. or are…

Important Amendments to Qld Succession Laws: a sign of the times

We live in a different age.  We live in a world where blended families are a common fixture within our communities.  I, personally, know many beautiful blended families and I’m sure many of my readers do also.  In fact, I’m sure there are some of my readers that may know blended families that are closer…

Not all about the money: Why executor appointments are just as important

When people make a Will, they’re usually predominately concerned with who they will distribute their assets to after they’ve passed.  An exceptionally important part of making a Will is appointing a person as an Executor who will then administer your estate in accordance with the directions you’ve left in your Will. Unsurprisingly, the Courts end up attempting to resolve disputes as to who was ‘rightfully’ appointed as…

Escaping the Nest: Abandoning a right to reside and FPA 15 years out of time

Recently, the NSW Supreme Court determined a slightly unusual coupling of issues; a construction matter as to a right to reside conditional upon payment of expenses alongside a family provision claim over 15 years out of time. The recent case of Estate of George Roby, deceased [2017] NSWSC 265 involved the estate of the late George Roby who passed…

Timing is everything: FPA out of time by 10 days allowed on appeal

For those of you who aren’t aware, last year saw the Supreme Court dismiss a family provision application that was filed only 10 days past the limitation date in the matter of Mortimer v Lusink & Ors [2016] QSC 119.  As you probably would appreciate, this was met with quite a lot of interest in my world.  I’m sure…

Executor’s duty and what to do with that additional informal document

In their last days, people can often have cause to consider additional wishes they want to record somewhere as they consider what means most to them.  Unfortunately, sometimes recording these wishes can become problematic for the executors and family left behind.  Here’s a good example: I recently read the case of Re Mangan [2016] VSC 480…

Order for disclosure sought against executors of estate

Not your average case, but I nonetheless found the case of Helg v Sergiacomi & Another [2014] QSC 50 an interesting read. Both parties were self-represented and the claim and assertions somewhat unclear.  Ultimately, the applicant sought disclosure of documents relating the deceased’s estate of transactions during the deceased’s lifetime including a Trust Deed and mortgage documentation.  …