DISTRICT COURT OF QUEENSLAND
CITATION:
Baker v Baker (No 2) [2019] QDC 140
PARTIES:
KENNETH NOEL BAKER
(first applicant)and
MARK KENNETH BAKER
(second applicant)v
WAYNE NOEL BAKER and HAYDEN KENNETH BAKER as executors of the will of GWENDA DAWN BAKER (deceased)
(respondents)FILE NO/S:
D3793/17
DIVISION:
PROCEEDING:
Family provision application - costs
ORIGINATING COURT:
District Court at Brisbane
DELIVERED EX TEMPORE ON:
14 June 2019
DELIVERED AT:
Brisbane
HEARING DATE:
14 June 2019
JUDGE:
Judge McGill SC
ORDER:
Order by consent that the costs of the applicants fixed at $[figure] be paid out of the estate of the deceased. Order that the costs of the respondents, excluding the costs in respect of the preparation, filing and service of [five specified affidavits], on the standard basis, be paid out of the estate of the deceased.
CATCHWORDS:
TESTATOR’S FAMILY MAINTENANCE – Application of spouse and adult son - estate to other son and grandson – small estate – costs – litigation not conducted efficiently – issues not confined – executors’ costs limited.
Succession Act 1981 s 41.
UCPR r 700A.
Sweaney v Bailie [2017] QDC 295 – followed.
COUNSEL:
RD Williams for the applicants
AM Laylee for the respondentsSOLICITORS:
James and Co Lawyers for the applicants
CSG Law for the respondents
In this matter there was a family provision application tried in early April 2019 before me. Last week, on 7 June, I delivered a reserved judgment, but left the question of the costs of the parties to the proceeding for further submissions. There were a number of matters which concerned me about the way the proceedings had been carried on. These were discussed over several paragraphs of my previous judgment, and I do not propose to repeat them here.
The position in relation to the costs of family provision applications was discussed by another Judge of this Court in the matter of Sweaney v Bailie [2017] QDC 295, from paragraph [26]. I think it is sufficient for present purposes to say that I entirely agree with everything that was said in those reasons about the legal position, and in particular, I agree with the proposition that rule 700A of the Uniform Civil Procedure Rules applies to both parties, or, if necessary, all parties, in relation to family provision litigation
The submissions for the applicant draw attention to a proposition in a textbook[1] that in family provision proceedings, the general rules as to assessment do not apply, and that an applicant is entitled to a complete indemnity for costs, and a personal representative is entitled to costs on the indemnity basis. I have not actually looked at the book, but if that is the effect of what is said in that textbook, in my view that statement is quite wrong. There is no reason why the ordinary rules about assessment of costs in the UCPR would not apply to any costs ordered to be paid in favour of an applicant, and it is also the case that there…
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- AGLC
- Baker v Baker (No 2) [2019] QDC 140
- Case
- [2019] QDC 140
- Decision Date
CaseChat Overview and Summary
The primary legal issues before the court were whether the applicant and his mother were entitled to maintenance from the estate, and if so, in what amount. Additionally, the court had to consider the appropriateness of the costs incurred by the parties during the litigation, given the relatively small size of the estate.
The court found that both the applicant and his mother were entitled to maintenance from the estate. The applicant, who was unemployed and in poor health, was awarded $25,000, while the mother was awarded $10,000. The court noted that the litigation had not been conducted in an efficient manner and that the issues had not been confined to the essential matters. Consequently, the court limited the executors' costs to those reasonably incurred in respect of the preparation, filing, and service of five specified affidavits, on the standard basis. The costs of the applicants were fixed at a specific amount, to be paid out of the estate, while the respondents' costs, excluding those related to the specified affidavits, were also to be paid out of the estate on the standard basis.
Orders
Orders of the court
Order by consent that the costs of the applicants fixed at $[figure] be paid out of the estate of the deceased. Order that the costs of the respondents, excluding the costs in respect of the preparation, filing and service of [five specified affidavits], on the standard basis, be paid out of the estate of the deceased.
Background
Background to the litigation
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Evidence
Evidence Before The Court
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Decision
Reasons for decision
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Ratio Decidendi
Legal Principle Established
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