Read the full judgment text of FCMP 140/2016 on BabelCite. This FCMP judgment was delivered on 7 May 2019 before 區域法院暫委法官張志偉.
Family law – Inheritance (Provision for Family and Dependants) Ordinance (Cap 481) – Financial provision – Discovery of documents – Mortgage disclosure – Holiday expenses – Bank transactions – Credit card statements – Investment accounts – The applicant applied for financial provision from the deceased's estate. The respondents sought discovery of documents to assess the applicant's financial resources. The court considered the relevance and proportionality of the requested documents. The court ordered disclosure of mortgage repayment details for the Hillford property to determine beneficial interest. Holiday expenses were ordered for the 12 months prior to the financial statement to verify lifestyle. Bank transactions were ordered for amounts of HK$40,000 or more to explain asset movements. Credit card statements were ordered for 12 months to assess spending patterns. Investment account statements were ordered for the full period to track asset changes. Costs were reserved.
Legal issues: Disclosure of Mortgage Repayment Details · Disclosure of Holiday Expenses · Threshold for Bank Transaction Disclosure · Period for Credit Card Statement Disclosure · Period for Investment Account Statement Disclosure
Outcome: Application for discovery granted in part; specific orders made for document production.
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