Sun v Chapman

[2022] NSWCA 132

NSW Court of Appeal

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Interrogate

Catchwords

1. Succession
2. › Family provision
3. › Eligible person
4. › De facto relationship
5. › Whether de facto relationship subsisted at time of death
6. › Whether disharmony and carer role terminated de facto relationship
7. › Succession Act 2006 (NSW), ss 57(1)(b), 59
1. Succession
2. › Family provision
3. › Eligible person
4. › Close personal relationship
5. › Factors warranting the making of the application
6. › Whether community expectations required provision
7. › Succession Act 2006 (NSW), ss 57(1)(f), 59(1)(b)
1. Appeal
2. › Standard of appellate review
3. › Finding as to whether criterion for eligible person met
4. › Whether House v The King deferential standard or Warren v Coombes correctness standard applies
5. › Whether evaluative finding attracts discretionary standard of review
6. › Succession Act 2006 (NSW), s 57(1)
1. Succession
2. › Family provision
3. › Quantum of provision
4. › De facto partner of deceased
5. › Discharge of mortgage debt
6. › Competing claims of beneficiaries
7. › Succession Act 2006 (NSW), ss 59, 60

Quick Take

Findings on whether a claimant is an eligible person under s 57(1) of the Succession Act are subject to the correctness standard of appellate review, not the deferential House v The King standard, and disharmony, carer status, and unenacted intentions to separate do not terminate a de facto relationship.