| IN THE SUPREME COURT OF VICTORIA | Not Restricted |
AT MELBOURNE
COMMON LAW DIVISION
PROBATE LIST
S PRB 2014 11075
| JAMES WILLIAM ROBINSON (in his capacity as executor of the will and estate of BRUCE DESMOND ANDREWS, deceased) | First Plaintiff |
| SIMON JOHN RALEIGH (in his capacity as executor of the will and estate of BRUCE DESMOND ANDREWS, deceased) | Second Plaintiff |
| v | |
| JENNIFER LEE JONES | First Defendant |
| VICTORIAN ANIMAL AID TRUST | Second Defendant |
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JUDGE: | McMillan J |
WHERE HELD: | Melbourne |
DATE OF HEARING: | 14 August 2015 |
DATE OF JUDGMENT: | 15 April 2016 |
CASE MAY BE CITED AS: | Robinson v Jones (No 4) |
MEDIUM NEUTRAL CITATION: | [2016] VSC 160 |
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COSTS — Where plaintiffs’ application to propound informal document refused — Where the Court requested parties to provide particulars of costs — Whether costs are reasonable and proportionate to the issues in dispute — Civil Procedure Act 2010, s 24.
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APPEARANCES: | Counsel | Solicitors |
| For the Plaintiff | Mr S Horgan QC with | Best Hooper |
| Mr G S Baker | ||
| For the First Defendant | Ms U Stanisich | Henderson & Ball Lawyers |
| For the Second Defendant | Mr Wallace | Hentys Lawyers |
HER HONOUR:
Background
On 3 April 2014, the plaintiffs filed an application for a limited grant of administration ad colligendum bona in the estate of the deceased, who died on 8 March 2013. The application for the limited grant included a copy of the deceased’s will dated 26 June 2012 (‘the June 2012 will’) and an unexecuted draft document (‘the informal document’) said by the plaintiffs to have been verbally approved by the deceased in a telephone call with his solicitor, the first plaintiff (‘Mr Robinson’), on 1 March 2013. Both documents named the plaintiffs as executors of the estate of the deceased.
Jennifer Lee Jones (‘Ms Jones’) is named as a beneficiary under the June 2012 will, receiving 20 per cent of the residue of the estate, but is not named in the informal document. The Victorian Animal Aid Trust (‘the VAAT’)[1] and Ms Jones’ son-in-law, Mr Robert Alan Couzens (‘Mr Couzens’), are named as beneficiaries in the informal document receiving between them the 20 per cent share that was previously left to Ms Jones. Mr Couzens is to receive the sum of $500,000 and the VAAT is to receive the balance of the 20 per cent share. Neither Mr Couzens nor the VAAT are named as beneficiaries in the June 2012 will.
[1]The VAAT was added as a defendant to the proceeding pursuant to orders made by the Court of Appeal in Victorian Animal Aid Trust v Robinson [2014] VSCA (Unreported, ex tempore judgment, 28 November 2014) [8]-[15] (Neave JA, Ginnane and Sloss AJJA). Supreme Court proceeding S APC 2014 0140.
By application filed 29 July 2014, the plaintiffs made application for a grant of probate of the informal document, pursuant to s 9(1) of the Wills Act 1997, alternatively, the June 2012 will (‘the probate proceeding’).[2]
[2]Supreme Court proceeding S PRB 2014 11075.
The probate proceeding was commenced by originating motion filed…
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- AGLC
- Robinson v Jones (No 4) [2016] VSC 160
- Case
- [2016] VSC 160
- Decision Date
CaseChat Overview and Summary
The court considered the relevant statutory provisions and the principles guiding the assessment of costs in civil litigation. It examined the nature and scope of the dispute, the procedural steps taken by the parties, and the proportionality of the costs in relation to the issues contested. The court found that the costs claimed by the plaintiffs did not align with the requirements set out in the Act and were not proportionate to the issues in dispute. As a result, the plaintiffs' application for costs was dismissed.
The court held that the plaintiffs' costs were excessive and not reasonably related to the matters in contention. It emphasised the importance of adhering to the statutory framework governing costs in civil proceedings and underscored the necessity for parties to justify their cost claims in light of the issues at stake. The court ordered that the plaintiffs bear their own costs of the application for costs.
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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