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22 February 2013 / Michael Tringham
Issue: 7549 / Categories: Features , Wills & Probate
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Freedom on trial

Michael Tringham follows the latest disputes in the wills & probate world

A testator’s freedom to choose who is to benefit from their estate may be qualified by court decisions under family provision claims, recent cases from Australia and Singapore show.

Sydney paparazzi Peter Carrette appointed his second and third ex-wives as his executrixes, leaving his estate to his two children by those marriages. But the fourth Mrs Carrette pointed out that her late husband’s divorce application, which he signed in April 2010, had not been filed before he died the following November. Although the couple separated in 2004, Mrs Carrette IV remained his wife, in a poorly-paid job and eligible to claim under the Succession Act. She sought A$200,000.

As executrices Mrs Carrette II and III argued that an informal property settlement (reportedly rubies and a Jaguar motor-car, together worth some A$15,000) meant that wife IV was not owed any moral duty for provision under the 2007 will. The New South Wales Supreme Court disagreed (Fillingham v Harrison & Carrette [2012] NSWSC 1145), saying that under a divorce settlement she could have

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MOVERS & SHAKERS

Hogan Lovells—Lisa Quelch

Hogan Lovells—Lisa Quelch

Partner hire strengthens global infrastructure and energy financing practice

Sherrards—Jan Kunstyr

Sherrards—Jan Kunstyr

Legal director bolsters international expertise in dispute resolution team

Muckle LLP—Stacey Brown

Muckle LLP—Stacey Brown

Corporate governance and company law specialist joins the team

NEWS

NOTICE UNDER THE TRUSTEE ACT 1925

HERBERT SMITH STAFF PENSION SCHEME (THE “SCHEME”)

NOTICE TO CREDITORS AND BENEFICIARIES UNDER SECTION 27 OF THE TRUSTEE ACT 1925
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