Victoria Younan's family and her Ashfield property
- The plaintiff's Statement of Claim conveniently summarises the structure of the allegations which will be determined at any final hearing of these proceedings. These may be briefly summarised as follows.
- The deceased and her husband John Younan had four daughters, the plaintiff, Amal Taouk, Antoinette Therese Wehbe, who was appointed executrix of the estate of the deceased under the 1983 will, Mary Donato and Norma Taouk. The 1983 will provides for an express trust in favour of the children of the deceased in equal shares. Without intending any disrespect to any person, it is convenient for the Court to refer henceforth in these reasons to each of the four daughters by their first names, Amal, Norma, Antoinette and Mary.
- A transfer bearing the date 16th of June 2007 was registered on the title to the Ashfield property on or about 2 July 2007. The transfer was apparently executed by the deceased and John Younan (hereafter collectively referred to as "the parents" or "their parents") to transfer the property from them to Norma. The Statement of Claim alleges that the parents lodged a caveat on the title on 27 February 2009 claiming that the signatures of the parents were forged. The Statement of Claim alleges that the parents did not affix their signatures to the transfer, that neither Norma or anyone on her behalf had the authority to affix the signatures of the parents to the transfer, that the parents did not consent to the registration of the transfer, and that Norma did not pay the consideration of $650,000 referred to in the transfer to either of the parents or any other person at their direction.
- Because of the alleged lack of payment of valuable consideration for the transfer and the obscure circumstances of the execution of the transfer, Amal seeks a declaration that Norma held the Ashfield property (before its sale) on resulting trust for the benefit of the deceased's estate, or alternatively on constructive trust for the benefit of the estate.
- Some seven mortgages were recorded on the title to the Ashfield property by the time of its sale in 2023. Some of these predated the transfer from the parents to Norma.
- After the deceased's death, Antoinette renounced her office as executrix on 4 July 2023. No party has since applied for a grant of probate of the estate which is said to have had a value of about $95,000.
- By these proceedings Amal seeks to be appointed as executrix of the estate or more appropriately as its administrator, so that she can prosecute a claim on behalf of the estate to recover from Norma the proceeds of sale of the Ashfield property.
- In her defence, Norma states that in February 2006 the parents granted a first registered mortgage over the Ashfield property to the Commonwealth Bank of Australia (CBA) and that by June 2007 the total amount secured by the mortgage was approximately $650,000. Norma alleges that by a partly oral and partly written agreement made in June 2007 between the parents and Norma, the parents agreed to transfer the Ashfield property to Norma. The written part of the agreement was said to have been the transfer itself.
- Norma contends that the terms and conditions of the June 2007 agreement with the parents were as follows: Norma would pay the parents $650,000 as consideration for the transfer of the Ashfield property by paying out the debts secured by the in mortgage to the CBA; the parents would transfer all their rights, title and interests in the property to Norma; Norma would grant her parents a life estate in the property; and thereafter, until their deaths, Norma would meet existing expenses of maintaining and preserving the property including utilities.
- Norma says the June 2007 agreement was performed as follows: she paid out the debt to the CBA and discharged the mortgage over the Ashfield property, refinancing it with another first mortgage; the parents signed the transfer acknowledging receipt of the consideration of $650,000; the parents lived in the property until shortly before their respective deaths, John in January 2022 and the deceased in February 2023; and Norma continued to meet the expenses of maintaining and preserving the property including the payment of utility expenses. Her case is that the June 2007 agreement that was made between her and the parents has been wholly performed, and that she is now entitled to the fee simple in the property, or its proceeds.
- It is now necessary to examine the evidence in more detail as to Amal's residence.