Court of Appeal
Supreme Court
New South Wales
Medium Neutral Citation: Salmon v Osmond (No 3) [2015] NSWCA 271 Hearing dates: On the papers Decision date: 09 September 2015 Before: Beazley P;
McColl JA;
Gleeson JADecision: The appellants’ notice of motion filed 4 June 2015 dismissed with costs.
Catchwords: COSTS – succession – one claimant partially successful on claim – another claimant unsuccessful on claim – whether unsuccessful party should bear entire cost of defending the proceedings – unsuccessful party to bear portion of costs attributable to her claim Legislation Cited: Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Salmon v Osmond [2015] NSWCA 42
Salmon v Osmond (No 2) [2015] NSWCA 131Category: Procedural and other rulings Parties: Michael Augustine Salmon, Esmae Frances Salmon and Sue Frances Salmon (Appellants)
Kerryn Therese Osmond (First Respondent)
Donna Maree Peters (Second Respondent)Representation: Counsel:
Solicitors:
D A Smallbone (Appellants)
M K Meek SC; N C T Bilinsky (Respondents)
RJI Legal (Appellants)
Peter Evans & Associates (Respondents)
File Number(s): CA 2013/245425 Decision under appeal
- Court or tribunal:
- Supreme Court
- Citation:
- Peters v Salmon [2013] NSWSC 953
Peters v Salmon (No 2) [2013] NSWSC 1071- Date of Decision:
- 19 July 2013; 17 September 2013
- Before:
- Ball J
- File Number(s):
- 2012/60490
Judgment
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THE COURT: This Court delivered its principal judgment in this matter on 10 March 2015: Salmon v Osmond [2015] NSWCA 42. In that judgment the Court made orders for provision for the first respondent, Kerryn Therese Osmond, out of the estate of the late Maurice Augustine Salmon. The Court also made consequential orders and orders for costs, including in relation to the second respondent, Donna Maree Peters. On 18 May 2015, the Court delivered a further judgment: Salmon v Osmond (No 2) [2015] NSWCA 131, correcting a clerical error in its earlier orders and varying order 6 to correctly accord with its reasons. For ease of reference, this judgment will continue to refer to the appellants, the executors of the deceased’s will, who were the defendants in the court below, as the appellants, and to Kerryn and Donna by their first names, as was the case in the principal judgment.
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By notice of motion filed 4 June 2015, the appellants sought an order that order 6, as varied, be omitted from the Court’s orders on the basis that it did not properly give effect to the Court’s intention in the principal judgment. Kerryn and Donna oppose the motion.
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In order to determine whether the appellants are entitled to the relief they seek, it is necessary to briefly recount the orders made in this matter at trial and in this Court.
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In the primary judgment in the court below: Peters v Salmon [2013] NSWSC 953, Ball J ordered that Donna’s claim be dismissed. His Honour ordered that additional provision be made out of the estate of the deceased for Kerryn in the sum of $200,000. His Honour stood the matter over to provide an opportunity for the parties to…
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- AGLC
- Salmon v Osmond (No 3) [2015] NSWCA 271
- Case
- [2015] NSWCA 271
- Decision Date
CaseChat Overview and Summary
The Court of Appeal was required to determine the appropriate allocation of costs when one party to succession litigation had been unsuccessful in their claim, while another party had achieved only partial success. Specifically, the Court had to decide whether the unsuccessful party should be held responsible for the entirety of the defence costs, or if a portion of those costs should be attributed to the partially successful claimant's claim.
The Court of Appeal reasoned that it was unjust for the unsuccessful party to bear the entire cost of defending the proceedings when another claimant had also pursued a claim, albeit with partial success. Applying principles of cost allocation in litigation, the Court determined that the unsuccessful party should bear only that portion of the costs attributable to their own unsuccessful claim. The appellants' notice of motion filed on 4 June 2015 was dismissed with costs.
Orders
Orders of the court
The appellants’ notice of motion filed 4 June 2015 dismissed with costs.
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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