CITATION: Marshall v. Carruthers; Marshall v. Marshall [2002] NSWCA 86 FILE NUMBER(S): CA 40670/01; 40671/01 HEARING DATE(S): 22 February 2002 JUDGMENT DATE:
22 February 2002PARTIES :
Margaret Lesley Marshall - appellant
Linda Hope Carruthers - respondent (40670/01)
Kim Neil Marshall - respondent (40671/01)JUDGMENT OF: Hodgson JA at 1-10, 13-15; Young CJ in Eq at 11; Palmer J at 12
LOWER COURT JURISDICTION : Supreme Court - Equity Division LOWER COURT
FILE NUMBER(S) :ED5141/00
ED2839/01LOWER COURT
JUDICIAL OFFICER :Master Macready
COUNSEL: Mr. C. Bevan for appellant
Mr. L. Ellison for Ms. Carruthers
Submitting appearance by Mr. Kim MarshallSOLICITORS: Turner Freeman, Sydney for appellant
Teece Hodgson & Ward, Sydney for respondentCATCHWORDS: COSTS - SUCCESSION - Family provision and maintenance - Appeal succeeds on point not clearly notified before trial. ND. DECISION: See pars.4, 10, 14
THE SUPREME COURT
OF NEW SOUTH WALES
COURT OF APPEAL
CA 40670/01
HODGSON J
YOUNG J
PALMER J
1 HODGSON J: The matter that we have been discussing concerns the costs of the appeal. The order that we are minded to make is that, although Kim will have to pay the costs of the notice of appeal and any costs solely referrable to his appeal, the other costs, including today’s costs, should be, in effect, costs in the appeal in relation to Ms Carruther’s case, and that she will have to bear those costs, that is the costs of today.
2 There were some separate written submissions prepared in relation to Kim’s appeal. They will have to be paid by Kim.
3 HODGSON J: We have now heard submissions as to costs. In relation to costs of the appeal, in my opinion, it is clear that those costs should follow the event.
4 There are some costs that are referrable to both appeals, notably the costs of today’s hearing. I think, having regard to the substantive issues and the substantive contestants, it is appropriate that those costs be borne by Ms Carruthers. So, in relation to each appeal, the order will be that the respondent pay the appellant’s costs of the appeal, but that will be further clarified by indicating that the costs payable by Kim will be those costs that are referrable solely to his appeal, and all the other costs of both appeals are to be borne by Ms Carruthers.
5 Coming to the question of costs at first instance, in my opinion the result determined by this Court depends on two matters: firstly, the determination by this Court of the trust issue, and secondly, to a lesser extent, the augmentation to Ms Carruthers’ assets occurring by reason of the workers’ compensation decision.
6 I have already referred to submissions by Mr Ellison to the effect that the trust issue was not raised by the Master. The determination of this Court is that it was sufficiently raised to require the Master to determine it.
7 However,…
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- AGLC
- Marshall v Carruthers; Marshall v Marshall [2002] NSWCA 86
- Case
- [2002] NSWCA 86
- Decision Date
CaseChat Overview and Summary
The Court of Appeal was required to determine whether the primary judge had erred in making certain orders for provision from the deceased's estate. A key issue was whether the success of the appeals on a point not clearly notified to the parties before trial should influence the award of costs.
The Court found that the primary judge had made errors in the assessment of the claims, leading to the appeals succeeding in part. In relation to costs, the Court acknowledged that a significant point of appeal had not been clearly foreshadowed before the trial. This led the Court to consider the appropriate allocation of costs, balancing the success of the appellants with the circumstances surrounding the conduct of the litigation.
The Court made orders allowing the appeals in part and varied the orders of the primary judge. The parties were directed to make submissions on the question of costs.
Orders
Orders of the court
See pars.4, 10, 14
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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