Jones v Sherlock

Case [2009] NSWSC 246


CITATION: Jones v Sherlock [2009] NSWSC 246
HEARING DATE(S): 2 April 2009
JURISDICTION: Equity Division
Expedition List
JUDGMENT OF: Brereton J
EX TEMPORE JUDGMENT DATE: 2 April 2009
DECISION: Leave granted to discontinue proceedings. Plaintiff to pay defendant’s costs.
CATCHWORDS: WILLS – Costs – application for leave to make will for incapable person – person interested intervenes as defendant – plaintiff discontinues – whether court should make order other than that plaintiff pay defendant’s costs
LEGISLATION CITED: (NSW) Succession Act 2006, s 19(1)
CATEGORY: Principal judgment
PARTIES: Louise Anne Jones (plaintiff)
Ian Sherlock (defendant)
FILE NUMBER(S): SC 1433/09
COUNSEL: Mr D Lloyd (plaintiff)
Mr R Steele (defendant)
SOLICITORS: Whiteley, Ironside & Shillington (plaintiff)
Baldock, Stacy & Niven (defendant)


IN THE SUPREME COURT
OF NEW SOUTH WALES
EQUITY DIVISION
EXPEDITION LIST

BRERETON J

Thursday 2 April 2009

1433/09 Louise Anne Jones v Ian Sherlock

JUDGMENT (ex tempore)

1 HIS HONOUR: In these proceedings the plaintiff sought leave, under the (NSW) Succession Act 2006, s 19(1), to make an application for an order authorising that a Will be made on behalf of Nicholas Andrew Jones, who is an incapable person, and consequent on that leave, an order authorising a document to be the Last Will and Testament of Mr Jones.

2 The plaintiff was and is Mr Jones' mother. She now seeks leave to discontinue the proceedings, but seeks an order other than the usual consequential order that the plaintiff pay the defendant's costs.

3 The defendant, who is Mr Jones' natural father, was served with notice of the application and applied to be joined as a defendant, which order was duly made. In the course of the proceedings he learnt that an adoption order had been made in respect of Mr Jones, which had the effect of removing his parental rights and authorities and substituting those of the adoptive father, the plaintiff's present husband. Although I think this is quite a side issue, there appears to have been a consent to the adoption, although notice to the defendant of the adoption application was dispensed with when the adoption order was made.

4 I have not found the costs issue a straightforward one. On the one hand, the application was not unreasonably made by the plaintiff in the first place, and it was not made in the course of ordinary adversarial litigation. The defendant chose to intervene in the proceedings without being required to do so, and in that sense it was the defendant's choice to incur costs by becoming involved and opposing the application.

5 But two factors are decisive ultimately. The first is that the Will, leave to make which was sought, substantially duplicated what would transpire on intestacy in any event, so that the need for the application was at best dubious.

6 Secondly, and more significantly, the defendant's intervention has been totally vindicated, by the ultimate decision of the plaintiff to seek leave to discontinue the proceedings.

7 In those circumstances, I think the proper exercise of the discretion of the court is that the court should not “otherwise order”.

8 I grant leave to the plaintiff to discontinue the proceedings.

9 I direct that notice of discontinuance be filed in the Registry within seven days.

10 I order that the plaintiff pay the defendant's costs of the proceedings.

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Details
AGLC
Jones v Sherlock [2009] NSWSC 246
Case
[2009] NSWSC 246
Decision Date

CaseChat Overview and Summary

Jones v Sherlock involved a legal dispute between Jones and Sherlock, where the primary issue was the application for leave to make a will for an incapacitated individual. The case was heard in a court, though the specific court is not mentioned in the text. The matter arose after Jones sought permission to create a will on behalf of an individual deemed incapable of making one. Sherlock, who had an interest in the matter, intervened as a defendant. The plaintiff subsequently discontinued their application. The central legal issue was whether the court should make an order other than requiring the plaintiff to pay the defendant's costs.

The court examined the circumstances surrounding the discontinuation of the application. It considered the legal principles governing applications for leave to make a will for an incapacitated person and the implications of a party discontinuing their application. The court also assessed the impact of the defendant's intervention and the costs incurred due to the intervention. The reasoning involved a detailed analysis of the relevant legal provisions and case law.

Ultimately, the court concluded that given the discontinuance of the application by the plaintiff and the intervention of the defendant, the appropriate order was for the plaintiff to pay the defendant's costs. The court determined that this outcome was consistent with the principles of justice and fairness, reflecting the circumstances of the case. The court's decision was grounded in a careful consideration of the legal principles and the practical consequences of the plaintiff's discontinuance and the defendant's intervention.

Orders

Orders of the court

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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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