IN THE HIGH COURT OF NEW ZEALAND TIMARU REGISTRY
CIV-2015-476-000037 [2017] NZHC 832
UNDER the Family Protection Act 1955 BETWEEN
JILLIAN KATE TALBOT Plaintiff
AND
GRAHAM EDWIN LAWRENCE TALBOT (AS EXECUTOR FOR THE WILL OF EDWIN KELLAND TALBOT) First Defendant
AND
GRAHAM EDWIN LAWRENCE TALBOT (AS EXECUTOR FOR THE WILL OF PAMELA LISBETH TALBOT) Second Defendant
Hearing: Dealt with on the papers Counsel:
E J Horner and L D Tidey for Plaintiff
A J Shaw for First and Second DefendantsJ Ormsby and H T Shaw for GEL Talbot (in his personal capacity)
RLD Paul for R L Cashin
Judgment:
28 April 2017
JUDGMENT OF GENDALL J As to Costs
Introduction
[1] This judgment relates to the quantum of costs to be awarded against the plaintiff in this proceeding.
[2] On 6 October 2016 I issued a judgment in this proceeding dismissing an application by the plaintiff Jillian Kate Talbot (Jillian) for further provision under the Family Protection Act 1955 (the Act) which she was seeking from the estates of her
late parents. Jillian’s unsuccessful application had been opposed by her brother
TALBOT v TALBOT) [2017] NZHC 832 [28 April 2017]
Graham Edwin Lawrence Talbot (Graham) in his personal capacity and by her sister Rachel Louise Cashin (Rachel). The named first and second defendant in this proceeding Graham, in his capacity as executor of the estates of his late mother and father took the position that the estates would simply abide the decision of this Court.
[3] In my 6 October 2016 substantive decision in this proceeding I reserved costs so counsel could make further submissions on that issue.
[4] Those further submissions were made and then, on 23 February 2017, I
issued a costs judgment which specifically made the following orders:
(a) As to Graham’s personal costs as a beneficiary in the estates, Jillian is to pay reasonable costs on the basis of Graham’s claimed category 2B scale costs, together with an appropriate uplift, and his reasonable disbursements.
(b) As to Rachel’s costs, Jillian is to pay on an indemnity basis Rachel’s
reasonable costs and disbursements with respect to this proceeding.
(c) As to Graham’s costs and disbursements in his capacity as executor of the estates (as the first and second defendant), Jillian is to pay the reasonable indemnity costs and disbursements of the estates appropriately incurred with respect to the proceeding.
[5] In making the costs orders outlined at para [4] above I made directions regarding the filing of further submissions by counsel relating to the quantum of the awards to be made.
[6] Subsequently, counsel have now filed additional memoranda directed at these issues of quantum. These memoranda are:
(a) Memorandum dated 1 March 2017 from counsel for Graham personally as a beneficiary in the estates.
(b) Memorandum dated 7 March 2017 from counsel for Rachel.
(c) Memorandum dated 8 March 2017 from counsel for Graham in his
capacity as executor of his parents’ estates.
(d)Memorandum dated 16 March 2017 in reply from counsel for the plaintiff.
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- AGLC
- Talbot v Talbot [2017] NZHC 832
- Case
- [2017] NZHC 832
- Decision Date
CaseChat Overview and Summary
The court held that Graham, as a beneficiary in the estates, is entitled to costs on a category 2B scale basis with a partially uplifted amount of $61,826.75, in addition to a Ministry of Justice filing fee of $110. The court determined that a 100% uplift on the "Inspection of Documents" category was excessive and reduced it to a 50% uplift. The court also held that Rachel, as a residuary beneficiary, is entitled to an award of proper indemnity costs and disbursements for the proceeding, totaling $71,559. The court found that the estates' costs claim appeared high given their neutral stance in the proceeding and directed the parties' counsel to liaise and attempt to resolve the issue within 15 working days. If no agreement is reached, the plaintiff's counsel has 10 working days to file a memorandum, followed by a further 10 working days for the estates' counsel to respond. The court will then make a final decision on the quantum of costs to be awarded to the estates.
The final orders of the court are as follows:
1. Jillian is to pay Graham in his personal capacity $61,936.75, which includes his costs and the Ministry of Justice filing fee.
2. Jillian is to pay Rachel $71,559, which includes her actual costs incurred and costs relating to the costs application.
3. Jillian is to pay the estates' disbursements totaling $8275.85.
4. The parties' counsel are to liaise within 15 working days to attempt to resolve the estates' costs claim. If no agreement is reached, further memoranda are to be filed and served as outlined above, and the court will make a final decision on the quantum of costs to be awarded to the estates.
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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