Photios v Photios (No 2)

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Court of Appeal


Supreme Court


New South Wales

Medium Neutral Citation: Photios v Photios (No 2) [2019] NSWCA 209
Hearing dates: On the papers
Date of orders: 26 August 2019
Decision date: 26 August 2019
Before: Bell P at [1];
Gleeson JA at [34];
Leeming JA at [35]
Decision:

1.   Vary order 2 of the orders made on 27 June 2019 by adding as a further condition on the grant of leave to amend the amended statement of cross-claim the condition that the Appellant pay the mediator’s costs of any further mediation including the costs of hire of any mediation rooms.   

 

2.   Order that the Respondent pay the Appellant’s costs of the application for leave to amend before the primary judge and the costs of the application for leave to appeal up until 12 March 2019 on a party-party basis.

 3.   Order that the Respondent be entitled to an indemnity from the Estate of Henry Basil Photios for the costs referred to in Order 2 and for her own costs in relation to the application for leave to amend before the primary judge and of the costs in this Court.
Catchwords: COSTS – application for payment of costs on indemnity basis from date of an offer – relevant principles considered
Legislation Cited: Civil Procedure Act 2005 (NSW), ss 56, 59
Cases Cited: Maitland Hospital v Fisher (No 2) (1992) 27 NSWLR 721
Miwa Pty Ltd v Siantan Properties Pte Ltd (No 2) [2011] NSWCA 344
SMEC Testing Services Pty Ltd v Campbelltown City Council [2000] NSWCA 323
Zilotto v Hakim [2013] NSWCA 359
Category:Costs
Parties: David Peter Photios (Appellant)
Lana Clarice Photios (in her capacity as Executor of the Estate of Henry Basil Photios) (Respondent)
Representation:

Counsel:
M Sneddon (Appellant)
JA Trebeck (Respondent)

  Solicitors:   
Bartier Perry (Appellant)
Beswick Lynch (Respondent)
File Number(s): 2018/318902
 Decision under appeal 
Court or tribunal:
Supreme Court
Jurisdiction:
Equity Division
Citation:
[2018] NSWSC 1414
Date of Decision:
20 September 2018
Before:
Rees J
File Number(s):
2016/268776

Judgment

  1. BELL P: On 27 June 2019, this Court delivered its reasons for judgment in Photios v Photios [2019] NSWCA 158 (the principal judgment). In its judgment, the Court allowed an appeal by Mr David Peter Photios (the Appellant) from a judgment of Rees J sitting in the Equity Division of the Supreme Court of New South Wales. Her Honour had refused the Appellant leave to amend his amended statement of cross-claim in proceedings concerning a contested will of his late father, Henry Basil Photios (the Deceased) in order to raise a question as to the Deceased’s capacity at the time of execution of the will that had been admitted to probate in common form. The Appellant’s step-mother and the Deceased’s second wife, Mrs Lana Clarice Photios, was the respondent in those proceedings in her capacity as executor of the Deceased’s estate (the Respondent).

  2. In addition to allowing the appeal, the Court granted the Appellant leave to amend his amended…

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Details
Case
[2019] NSWCA 209
Decision Date

CaseChat Overview and Summary

In *Photios v Photios (No 2)*, the New South Wales Court of Appeal considered an application for costs on an indemnity basis. The dispute concerned an application for leave to amend a statement of cross-claim, and the subsequent appeal from the primary judge's decision on that application. The Court of Appeal comprised Bell P, Gleeson and Leeming JJA.

The central legal issue before the Court of Appeal was whether the respondent should be entitled to an indemnity from the estate of Henry Basil Photios for certain costs incurred in the proceedings. This involved considering the principles governing the award of costs on an indemnity basis, particularly in the context of an offer made during the litigation.

The Court reasoned that an indemnity costs order was warranted in this instance. It applied the principles established in cases concerning offers to settle and the conduct of parties during litigation. The Court determined that the respondent should be indemnified for her costs of the application for leave to amend before the primary judge and her costs in the Court of Appeal.

The Court of Appeal varied the orders made on 27 June 2019 by adding a condition to the grant of leave to amend the amended statement of cross-claim, requiring the appellant to pay the mediator's costs of any further mediation. The Court further ordered that the respondent pay the appellant's costs of the application for leave to amend before the primary judge and the costs of the application for leave to appeal up until 12 March 2019 on a party-party basis. Crucially, the respondent was entitled to an indemnity from the Estate of Henry Basil Photios for these costs and her own costs in relation to the application for leave to amend and the appeal.

Orders

Orders of the court

1. Vary order 2 of the orders made on 27 June 2019 by adding as a further condition on the grant of leave to amend the amended statement of cross-claim the condition that the Appellant pay the mediator’s costs of any further mediation including the costs of hire of any mediation rooms.

2. Order that the Respondent pay the Appellant’s costs of the application for leave to amend before the primary judge and the costs of the application for leave to appeal up until 12 March 2019 on a party-party basis.

3. Order that the Respondent be entitled to an indemnity from the Estate of Henry Basil Photios for the costs referred to in Order 2 and for her own costs in relation to the application for leave to amend before the primary judge and of the costs in this Court.

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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