Cook v MacDonald

Case [2023] NZHC 1459


IN THE HIGH COURT OF NEW ZEALAND AUCKLAND REGISTRY

I TE KŌTI MATUA O AOTEAROA TĀMAKI MAKAURAU ROHE

CIV-2022-404-001223

[2023] NZHC 1459

BETWEEN

ANGELA KATHRYN COOK

Applicant

AND

DEREK RANALD MACDONALD,

ALEXANDER DUNCAN MACDONALD

as executors of the ESTATE OF ROSS WILLIAM MACDONALD

First Respondents

R M TRUSTEE LIMITED

Second Respondent

Hearing: On the papers

Judgment:

12 June 2023


JUDGMENT OF DOWNS J

(Costs)


This judgment was delivered by me on Monday, 12 June 2023 at 3 pm pursuant to r 11.5 of the High Court Rules.

Registrar/Deputy Registrar

Solicitors/Counsel:

LeeSalmonLong, Auckland. I Hikaka, Auckland.

COOK v MACDONALD [2023] NZHC 1459 [12 June 2023]

[1]                  Ross MacDonald died 13 May 2021. Mr MacDonald had, much earlier, settled the RWM Trust.1 R M Trustee Ltd is the sole trustee of the trust.2

[2]                  Angela Cook, Mr MacDonald’s partner, sought information about his estate from the executors. Ms Cook also sought information about the trust from the trustee. Dissatisfied with their responses, on 19 July 2022, Ms Cook filed an originating application directing the executors and trustee to provide her specified information.

[3]                  The application was to be heard 17 May 2023. On 16 May 2023, the parties filed a joint memorandum inviting orders by agreement and vacation of the fixture.3  I made orders accordingly.

[4]The parties have not been able to agree costs. Ms Cook seeks 2B costs of

$17,921.

[5]                  The executors and trustee oppose costs on the basis “Ms Cook has not won any litigation”. I disagree. Ms Cook was successful by the consent orders. It follows she is entitled to costs.4

[6]                  The executors and trustee also oppose costs on the basis Mr MacDonald died suddenly; that he was a private individual who did  not  keep orderly records; that  Mr MacDonald’s financial affairs were large and complex; that much of the information sought was overseas, beyond the possession of the executors and trustee; and that the pandemic hindered their ability to obtain the information sought.

[7]                  I am not persuaded this matrix disentitles Ms Cook to costs; after all, she remains successful in her application against those with responsibility for administering the estate and trust. However, I am persuaded the matrix justifies the reduction of costs (despite the principle that costs’ determinations “should be predictable and expeditious”5) for the reasons identified by the executors and trustee, namely, the existence of circumstances beyond their control.


1      The trust.

2      The trustee.

3      The consent orders.

4      See, for example, Ding v Ai [2020] NZHC 858 at [4].

5      High Court Rules 2016, r 14.7(g).

[8]I, therefore, award Ms Cook 60 percent of $17,921, being costs of $10,752.60.

……………………………..

Downs J

Details
AGLC
Cook v MacDonald [2023] NZHC 1459
Case
[2023] NZHC 1459
Decision Date

CaseChat Overview and Summary

The High Court of New Zealand, Auckland Registry, dealt with an originating application filed by Angela Kathryn Cook against Derek Ranald MacDonald, Alexander Duncan MacDonald, and R M Trustee Limited. Angela Cook, the partner of the deceased, Ross William MacDonald, sought information about his estate and the RWM Trust from the executors and the trustee, respectively. Dissatisfied with the responses she received, Cook filed an application on 19 July 2022, directing the executors and the trustee to provide specified information. The application was initially scheduled for a hearing on 17 May 2023, but the parties reached an agreement and vacated the fixture.

The legal issues before the court revolved around the entitlement of Cook to the requested information and the subsequent costs of the application. The primary issue was whether Cook was entitled to the costs of the application, considering the executors and the trustee's arguments that she had not won any litigation and that various factors, including the complexity of the estate, the sudden death of MacDonald, and the pandemic, hindered their ability to provide the requested information.

Downs J determined that Cook was entitled to costs because she was successful in her application, which resulted in consent orders. However, the judge also considered the arguments presented by the executors and the trustee regarding the complexity of the estate, the sudden death of MacDonald, and the pandemic. Downs J agreed that these factors justified reducing the costs awarded to Cook. Consequently, Cook was awarded 60 percent of the costs she sought, amounting to $10,752.60. The judge's decision acknowledged the challenges faced by the executors and the trustee but also recognised Cook's success in her application.

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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