ANNETTE died in late 2021. In her will, she appointed her two eldest children, Fiona and Sean, as co-executors. Her estate consisted largely of a coastal cottage where Sean had been living intermittently for several years. Under the will, the cottage and the remainder of the estate were to be divided equally between Fiona, Sean […]
SALLY and Harry have been married for 25 years. Sally transfers her home into joint names with Harry as “joint tenants”. Five years later, Sally is moved into a care facility and passes-away two years later at the age of 85. Sally leaves a daughter from a previous relationship, Penny. When Penny discovers that as […]
JACK passed away in November 2023. He appointed his two sons as executors of his estate. Jack was also survived by a daughter and his estate is to be equally divided between his three children. Despite the expiry of 18 months after Jack’s death, his daughter is concerned that no steps have been taken to […]
WENDY makes enquiries with her superannuation fund regarding the payment of her funds in the event that she unexpectedly passes away. Wendy is advised that because she is not in a relationship and has no children, that she should execute a non-binding death benefit nomination. She also has the option of making a binding nomination […]
IN tragic circumstances, Wendy’s son, William, passes away. Aware that William did not have a Will, Wendy contacts a solicitor to commence the administration of her late son’s estate. Wendy believes that she is William’s “next of kin” on the basis that William was never married, was not in a de facto relationship when he […]
ALAN appoints his three children, Jim, Robert and Mary as his attorneys under a validly executed enduring power of attorney. Alan’s children are appointed “jointly and severally”, so that either one of them can use their power as Alan’s attorney without the consent of the others. Several years later, at 90 years of age, Alan […]
PETER Smith’s health had been failing over the past few months and after paramedics are called due to complications regarding his blood sugar levels, he composes a “Note” on his smartphone, entitled “Last Will of Peter Smith”. The document appoints his friend, Ben as his executor and leaves him the bulk of his estate. The […]
GLORIA, 101 years old, sold her house and the proceeds of sale were deposited into her granddaughter’s account. It is not clear how this occurred. Gloria was found to be under a legal incapacity and her “tutor” commenced action in the Supreme Court, seeking an order that the granddaughter “account” for the funds. The Court […]
PETER and Penny have a daughter, Diane and a son, Daniel. Peter and Penny purchase a home in which to live with Daniel. The property is registered in Daniel’s name. Later, Daniel moves-out and Peter and Penny continue to reside in the property. Peter and Penny enter into a Deed with Daniel to the effect […]
BETTY appoints two of her daughters as her enduring guardians. The documentation is executed by Betty in the presence of a solicitor who witnesses her signature and explains the effect of the document to Betty. Her daughters later sign acceptances of their roles as guardians and again their signatures are witnessed by a solicitor. The […]
