7 The Plaintiff was born on 8 October 1965, and is presently aged 39 years. He was born to the union of the Deceased and Najazi Ibrahim, whom the Deceased subsequently married in 1966. The Plaintiff is the only child of that union. The Deceased had previously had one other child, Melita (now Mrs Dos Remedios), who is the Defendant to the present proceedings.
8 The Plaintiff attended Tempe High School until year 10. Although he embarked upon studies for the Higher School Certificate, he abandoned that course at the age of 17. Since leaving school in 1983 the Plaintiff has been employed as a labourer, factory hand, delivery driver, amusement machine assembler and installer. In 1995 he was employed on a full-time basis as a delivery driver for Daily Fresh Frozen Foods. The following year, 1996, he ceased employment to look after his mother, the Deceased. He obtained a carer's pension in that capacity.
9 Since mid-2003 the Plaintiff has been employed as a street cleaner by the Sydney City Council, at first in a casual position and subsequently, since about February 2004, in a full-time capacity.
10 In 1968 the Plaintiff's parents purchased the house property situate at and known as 74 Simmons Street, Enmore. The Plaintiff's parents divorced in 1980, and subsequently the Plaintiff's father returned to Albania, his native land, where he has resided ever since. Upon the breakdown of her marriage the Deceased borrowed money to pay to her estranged husband for his share in the Enmore property, of which she thereupon became the sole registered proprietor.
11 The Defendant is the only child of the Deceased by Joseph Marusic. The Deceased and Mr. Marusic were not married. It is uncertain whether the Deceased and Mr. Marusic lived in a de facto relationship. According to the affidavit filed pursuant to Part 77 rule 59 of the Supreme Court Rules, Mr. Marusic was last known to be in Croatia, and it is uncertain if he is still alive.
12 In 1966, when the Deceased began to suffer from Alzheimer's disease, the Plaintiff left his employment to become his mother's full-time carer. In May of that year the Protective Commissioner was appointed manager of the Deceased's estate, and subsequently in November of that year the Plaintiff was appointed the "person responsible" for his mother by the Guardianship Board.
13 In November 1997 the Deceased was admitted to the Balmain District Hospital, and subsequently, after a hearing before the Guardianship Tribunal on 17 December 1997 (when she was placed under the guardianship of the Public Guardian), the Deceased was admitted to the Ferndale Nursing Home at Mortdale in January 1998, where she remained until her death on 8 August 2002.
14 In 1990 the Plaintiff entered into a relationship with Maria Louisa Teixeira (referred to in the evidence as "Louisa"). Of that relationship were born the two children, Chloe (born on 26 July 1995, who is presently aged nine years) and Mia (who was born on 14 August 1998 and who is presently aged six years). The Plaintiff's de facto relationship with the mother of his children terminated in 1997, before the birth of Mia.
15 From December 1997 until January 2003 the Plaintiff was in receipt of a sole parent benefit. The Plaintiff's two children reside with him at the Enmore property.
16 Nevertheless, despite the fact that the de facto relationship between the Plaintiff and Louisa Teixeira terminated in 1997, Ms Teixeira still has a close and continuing involvement in the lives of their two children, and maintains a harmonious relationship with the Plaintiff. Ms Teixeira until April 2004 resided with her parents and her three siblings at 88 Simmons Street, Enmore, where she had lived from the age of three years. That residence is in close geographical proximity to the Enmore property of the Deceased, at 74 Simmons Street, where the Plaintiff and his two infant children continue to reside. Ms Teixeira has a key to the Enmore property and sees her children on a daily basis. She contributes to the upkeep of the children.
17 Until May 2003 Ms Teixeira was in full-time employment as a graphic artist. She then worked as a graphic artist on a contract basis in a part-time capacity. Since November 2004 she has been a permanent full-time employee at MBF in a capacity known as a "MAC Operator", in which position she earns $688 net a week.
18 Since mid-April 2004 Ms Teixeira has been residing in rented accommodation at Enmore, being a home unit situate at and known as 1/153 Enmore Road, Enmore. She resides on her own in that home unit, for which she pays rent of $140 a week.
19 In 1996 Ms Teixeira, conjointly with her sister Ana Maria Teixeira, purchased for $210,000 a single storey, free standing, two bedroom house situate at and known as 28 Cannon Street, Stanmore ("the Stanmore property"). Ms Teixeira and her sister borrowed $192,000 towards that purchase price, that borrowing being secured by a mortgage. They contribute equally to the mortgage instalments, municipal rates and insurance on the property (Ms Teixeira's half share of mortgage instalments being $200 a week). The Stanmore property is in a derelict state, infested with white ants, and is not habitable. The renovation of that property, in accordance with plans which Ms Teixeira and her sister have had prepared, would cost about $200,000 and would take about nine months to complete. Neither Ms Teixeira nor her sister has the financial capacity to undertake those restorations and renovations to the Stanmore property. However, it is their ultimate intention that upon completion of such restoration Ms Teixeira and her sister would then occupy the property and use it as their personal residence.
20 According to Ms Teixeira the Stanmore property has a current estimated value of $450,000. She and her sister have spent about $5,500 on Council application fees, draftsmen and engineering services, in respect to the proposed restoration of that property.
21 Ms Teixeira holds about $2,400 in her bank account, and has a Visa card indebtedness of about $5,334. She has a superannuation entitlement in an amount of $24,344.
22 According to the evidence of Ms Teixeira, it is neither her intention nor her desire that either Chloe or Mia should reside with her at the Stanmore property when the renovations are ultimately completed. Since her financial commitments in respect to the purchase of that property, as well as any future renovation thereof, would require that she continue working on a full-time basis, she would be unable to care for her two young children on her own. She stated that she would not wish to remove Chloe and Mia from their current residential situation, where she says that they are happy and where they are in close proximity to the support of their mother's family, their schools and local friends.
23 According to Ms Teixeira, on the occasions when she spends the night at the Enmore property (which sometimes happens, especially when the Plaintiff has been performing shift work) she sleeps on a futon in the living room, whilst the Plaintiff spends the night in his own bedchamber.
24 Ms Teixeira was cross-examined concerning the nature of her relationship with the Plaintiff, and she was adamant that the de facto relationship between them had permanently terminated.
25 It was the evidence of the Plaintiff that in or about 1992-1993 the Plaintiff had several conversations with the Deceased concerning where he would live upon her death, in which the Deceased indicated that she wanted him to have a roof over his head, and stated that she would change her will and make provision for him to keep the Enmore property. The will to which the Deceased referred was that made by her in October 1991, which provided for her estate to be shared equally between the Plaintiff and the Defendant. The Deceased retrieved that will from the Defendant (in whose custody it had apparently been), and then destroyed that will. She did not ever make another will and, as has already been recorded, she died intestate.
26 The Defendant was born in Yugoslavia on 6 January 1959. She, together with her mother, her step-father and her half-brother (the Plaintiff), arrived in Australia in the late 1960s. The Enmore property was purchased shortly thereafter. The Defendant attended St. Scholastica's College at Glebe Point, where she attained the Higher School Certificate in 1977. She embarked upon tertiary education (which she abandoned after one year) and then completed a business college course before entering the workforce in 1979 as a typist/clerk with the Commonwealth Bank.
27 The Defendant married Paul Dos Remedios on 19 May 1985. Subsequently four children were born to the Defendant and her husband. It was the practice of the Deceased throughout the period from 1985 to 1992 to stay with the Defendant and her husband at their Mortdale residence during the week, in order to assist with the Defendant's children whilst the Defendant was at work, and then to return to her own home at Enmore at weekends.
28 In 1992 the Deceased reduced the time she spent assisting the Defendant to only three hours a day on three days each week, and she only occasionally stayed overnight at the Defendant's residence. In 1993 the Defendant resigned from her employment with the Commonwealth Bank.
29 After the Protective Commissioner had been appointed by the Guardianship Board to manage the Deceased's finances on 16 May 1996, and after the Deceased was subsequently placed under the guardianship of the Public Guardian on 17 December 1997, the Defendant became the "person responsible" for the Deceased in June 1998.
30 At the present time the Plaintiff's assets consist of savings of about $10,000 and a superannuation entitlement of $4,308. He earns $747 net a week (those earnings reflecting eight hours of overtime which he works each Saturday). The Plaintiff owns a 1978 Mazda motor vehicle, which he purchased in the later part of 2003 for $1,000. He has no liabilities. It was the Plaintiff's evidence that his outgoings totalled $411 a week.
31 According to the Plaintiff, his needs require that he reside in the Enmore property in order to look after his children. He also stated that he requires a new car and requires a fund to meet unforseen contingencies.
32 The Defendant has the following assets (which she owns conjointly with her husband):
House property situate at and known as 2A Alexander Street, Penshurst, having an estimated value of $650,000, which is subject to a mortgage to the Commonwealth Bank in an amount of $284,703.
Shares in the Commonwealth Bank, having a current value of about $53,300.
Motor vehicles:
Toyota Prado, to which an estimated value of $32,000 was ascribed.
Volkswagen 1978, to which an estimated value of $2,000 was ascribed.
Boat, to which an estimated value of $4,000 was ascribed.
33 The Defendant has a superannuation entitlement of $149,183. Her husband has two superannuation entitlements, totalling $50,568.