In the matter of the Estate of IAN PATRICK FOGARTY
EMMA ROSE KOVACS v GREGORY PATRICK FOGARTY
and LORRAINE HELEN FOGARTY (No. 2)
[2007] ACTSC 40 (22 June 2007)
PRACTICE & PROCEDURE – Costs – probate jurisdiction and costs to follow event.
Family Law Act 1975
Re Estate of Hodges, Shorter v Hodges (1988) 14 NSWLR 698
Re The Black Stump Enterprises Pty Ltd and Associated Companies (No 2) [2006] NSWCA 60
No. P 374 and 410 of 2006
Judge Connolly J
Supreme Court of the ACT
Date 22 June 2007
IN THE SUPREME COURT OF THE )
) No. P 374 and 410 of 2006
AUSTRALIAN CAPITAL TERRITORY )
In the matter of the Estate of IAN PATRICK FOGARTY deceased late of 30/47 Blackall Street, Barton in the Australian Capital Territory
BETWEEN:EMMA ROSE KOVACS
Plaintiff
AND:GREGORY PATRICK FOGARTY and LORRAINE HELEN FOGARTY
Defendants
ORDER
Judge: Connolly J
Date: 22 June 2007
Place: Canberra
THE COURT ORDERS THAT:
In matter No. P 374 of 2006, the plaintiffs pay the defendant’s costs on the ordinary basis; and
In matter P 410 of 2006, the defendants pay the plaintiff’s costs on the ordinary basis.
This is an application for costs following the determination of conflicting claims concerning the estate of the late Ian Patrick Fogarty, who passed away on 6 June 2006 (In the matter of the Estate of Ian Patrick Fogarty: Emma Rose Kovacs v Gregory Patrick Fogarty and Lorraine Helen Fogarty [2007] ACTSC 24 (20 April 2007)). He was a young man, who died suddenly. He was married at the time of his death, but he and his wife had separated, and had engaged solicitors to discuss a property settlement agreement preparatory to a divorce. Mr Fogarty had made arrangements to nominate his parents as the beneficiary on a superannuation policy, but no will was ever identified. Following his death, competing applications were brought in relation to his estate, by his lawful widow, and by his parents. His parents claimed that Mr Fogarty had told them that he had made a will in which all property would go to them. No person was able to say that they had sighted such a document.
The competing applications were heard on 26 and 27 February 2007, and I delivered a judgment on 20 April 2007 in which I held that the parents had not established the existence of a lost will to the requisite standard, and accordingly their claim would be dismissed, and the widow would be entitled to the estate.
The parents’ application was supported by material which, as I stated in my original judgment, “involved voluminous irrelevant affidavits pouring bile on his wife, which have added considerably to the costs of proceedings”. Accordingly, I did not make the form of costs order which, if not the norm, then is certainly not uncommon in these types of applications, that is that the estate bear all of the costs of the proceedings. Rather, I gave the parties leave to…
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- AGLC
- Kovacs v Fogarty (No 2) [2007] ACTSC 40
- Case
- [2007] ACTSC 40
- Decision Date
CaseChat Overview and Summary
The court examined whether it had the authority to exercise its probate jurisdiction in the context of the proceedings before it. It further considered the appropriate principles for determining the costs order in probate cases. The court had to decide whether the costs should follow the event or be awarded on a different basis. The court's reasoning was grounded in established case law and statutory provisions regarding probate and administration of estates. The court concluded that it did indeed have the requisite jurisdiction to deal with the probate issues raised by the plaintiffs. Regarding costs, the court found that the costs should be awarded on the ordinary basis, meaning the unsuccessful party, the plaintiffs, were to bear the defendant's costs. This decision was made in the context of the broader principles governing costs in probate litigation.
The final orders of the court mandated that the plaintiffs were to pay the defendant's costs on the ordinary basis. This outcome reflected the court's determination that the defendant was the prevailing party in the probate-related disputes. The decision underscored the importance of adhering to established legal principles in probate cases, particularly in relation to the allocation of costs.
Orders
Orders of the court
1.
In matter No. P 374 of 2006, the plaintiffs pay the defendant’s costs on the ordinary basis; and
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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