Re Marshall (No 2)

Case [2020] QSC 130


SUPREME COURT OF QUEENSLAND

CITATION:

Re Marshall (No 2) [2020] QSC 130

PARTIES:

BRENDAN ROBERT ANDREW STEWART

(Applicant)

FILE NO/S:

SC 30 of 2020

DIVISION:

Trial

PROCEEDING:

Application

ORIGINATING COURT:

Supreme Court at Cairns

DELIVERED ON:

22 May 2020

DELIVERED AT:

Cairns

HEARING DATE:

On the papers

JUDGE:

Henry J

ORDER:

The applicant’s costs of and incidental to the application be paid from the estate of the deceased on the indemnity basis.

CATCHWORDS:

PROCEDURE – CIVIL PROCEEDINGS IN STATE AND TERRITORY COURTS – COSTS – ISSUES AND COUNTERCLAIMS – FAILURE IN PORTION OF CASE – where the applicant brought an application for letters of administration with an informal will attached and consequential orders – where the court dismissed the dispensing application under s 18 Succession Act 1981 (Qld) – where the court nevertheless granted letters of administration on intestacy – whether the applicant is entitled to his costs on an indemnity basis paid out of the estate

Uniform Civil Procedure Rules 1999 (Qld), r 681

Re Buckton; Buckton vBuckton [1907] 2 Ch 406, applied
Alborn & Ors v Stephens & Ors[2010] QCA 58, applied

COUNSEL:

L Neil for the applicant

SOLICITORS:

Maurice Blackburn for the applicant

  1. On 12 May 2020 I made orders granting the applicant letters of administration upon intestacy and dismissing the balance of his application before me.[1] The applicant had actually sought a grant of letters of administration with an alleged will as distinct from grant of letters of administration on intestacy. The substantial component of argument related to another aspect of the application which sought to satisfy the Court pursuant to s 18 Succession Act 1981 (Qld) (“the Act”) that a document signed by Ms Marshall some years before her death was intended to form her will. In the event that component of the application was successful, consequential orders were also sought relating to the proper construction of that alleged will. These components of the application were all unsuccessful. The applicant nonetheless seeks an order that the estate should pay the whole of his costs of the application on the indemnity basis.

    [1]Re Marshall [2020] QSC 109.

  2. It is clear the applicant should have that part of his costs attributable to the component of the application by which letters of administration were sought.  Someone has to administer the estate, whether pursuant to a will or in intestacy, and an order had to be sought and made about that.  The real issue is whether the applicant should have the whole of his costs.

  3. Rule 681 Uniform Civil Procedure Rules 1999 (Qld) provides that costs are in the discretion of the Court but follow the event unless the Court otherwise orders. It is well established that where a party has only been partly successful the Court may award that party’s costs in whole or in part, depending on the circumstances of the case. As to those circumstances, Muir JA relevantly observed in Alborn v Stephens:

    “The ‘event’ is not to be determined…

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Re Marshall (No 2) [2020] QSC 130
Case
[2020] QSC 130
Decision Date

CaseChat Overview and Summary

The case of Re Marshall (No 2) involved an application for letters of administration with an informal will attached and consequential orders, brought by the applicant in the Queensland court. The applicant had initially sought the dispensation of the need for a formal will under section 18 of the Succession Act 1981 (Qld). However, the court dismissed the dispensing application, while it granted letters of administration on intestacy. The issue before the court was whether the applicant was entitled to his costs on an indemnity basis, to be paid out of the estate of the deceased.

The court examined the circumstances under which costs on an indemnity basis may be awarded, focusing on the principle that costs should follow the merits of the case. The court noted that while the applicant's dispensing application was unsuccessful, the application for letters of administration was ultimately successful, and the applicant had acted in good faith. The court held that the applicant was entitled to costs on an indemnity basis, considering the overall success of the application and the applicant's reasonable actions in bringing the proceedings.

The reasoning of the court was grounded in the equitable principle that costs should reflect the outcome of the case and the conduct of the parties. By granting the applicant's request for indemnity costs, the court recognised the applicant's substantial success in obtaining letters of administration and the absence of any fault on the applicant's part in the proceedings. This decision highlights the court's approach to balancing the need for just outcomes with the equitable treatment of parties involved in estate matters.

The final orders of the court were that the applicant's costs of and incidental to the application be paid from the estate of the deceased on the indemnity basis. This decision underscores the court's commitment to ensuring that costs reflect the realities of the proceedings and the conduct of the parties, particularly in cases involving estate administration.

Orders

Orders of the court

The applicant’s costs of and incidental to the application be paid from the estate of the deceased on the indemnity basis.

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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