Talbot v Talbot

Case [2017] NZHC 832


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 Defendants

J 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

This case involves a dispute regarding the quantum of costs to be awarded in a Family Protection Act 1955 matter between the parties Jillian Kate Talbot and the executors of the wills of her late parents, Graham Edwin Lawrence Talbot and Pamela Lisbeth Talbot. The legal issues in this case revolve around the determination of the appropriate amount of costs to be paid by the plaintiff, Jillian, to the defendants in their various capacities. The court was required to decide the quantum of costs to be awarded to Graham in his personal capacity, Rachel Louise Cashin, and the estates of the deceased parents.

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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