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Supreme Court of New South Wales |
Last Updated: 23 February 2009
NEW SOUTH WALES SUPREME COURT
CITATION:
Rutter v McCusker [No 2]
[2009] NSWSC 71
JURISDICTION:
FILE NUMBER(S):
3119 of
2005
2138 of 2006
HEARING DATE(S):
3 November 2008
JUDGMENT
DATE:
20 February 2009
PARTIES:
Alexandra Florence Margaret
Rutter (Plaintiff 3119 of 2005)
Anne Maire McCusker (First Defendant 3119 of
2005; Defendant 2138 of 2006)
David Andrew Rutter (Second Defendant 3119 of
2005; First Plaintiff, Cross-defendant 2138 of 2006)
Jane Elizabeth Rutter
(Third Defendant 3119 of 2005; Second Plaintiff, Cross-defendant 2138 of
2006)
Anne Caroline Rutter (Cross-defendant 2138 of 2006)
Halibut Pty
Limited (Cross-defendant 2138 of 2006)
JUDGMENT OF:
McLaughlin AsJ
LOWER COURT JURISDICTION:
Not Applicable
LOWER COURT FILE
NUMBER(S):
Not Applicable
LOWER COURT JUDICIAL OFFICER:
Not
Applicable
COUNSEL:
Mr L. J. Ellison, SC (Plaintiff in 3119
of 2005)
Mr M. S. Willmott, SC (First Defendant in each proceeding)
Mr
Justin Smith and Mr S. Aspinall (Second and Third Defendants in 3119 of 2005;
Plaintiffs, Cross-defendants in 2138 of 2006)
SOLICITORS:
L. Rundle
& Co (Plaintiff in 3119 of 2005)
Swaab Attorneys (First Defendant in each
proceeding)
Gadens Lawyers (Second and Third Defendants in 3119 of 2005;
Plaintiffs, Cross-defendants in 2138 of 2006)
CATCHWORDS:
COSTS
- succession - family provision - claims by three adult children - each claim
unsuccessful - whether costs should be ordered
against any unsuccessful
Plaintiff - whether the executor is entitled to look to estate for her costs -
conduct of executor
LEGISLATION CITED:
Uniform Civil Procedure
Rules
Family Provision Act 1982
Corporations Act 2001
(Cth)
CATEGORY:
Consequential orders
CASES CITED:
Singer v
Berghouse [1993] HCA 35; (1993) 114 ALR 521
Bearns v Bearns-Hayes (Supreme
Court of New South Wales, Young J, 6 May 1997, unreported)
Jvancich v Kennedy
(No 2) [2004] NSWCA 397
Re Sherborne Estate (No 2) [2005] NSWSC
1003
Moussa v Moussa [2006] NSWSC 509
Nicholls v Hall [2007] NSWCA
356
TEXTS CITED:
DECISION:
3119 of 2005 ALEXANDRA
FLORENCE MARGARET RUTTER –v- ANNE MAIRE McCUSKER and ORS [No 2]
1. I
make no order as to costs, to the intent that each party will bear her or his
own costs of the proceedings.
2. I order that the Defendant Anne Maire
McCusker not be entitled to resort to the estate of the late Barry Rutter
(“the Deceased”)
for the payment of any costs incurred by her in the
proceedings, and that, to the extent that she has already used any of the assets
of the estate for payment of such costs, she reimburse the estate to that
extent.
3. The exhibits may be returned.
2138 of 2006 DAVID ANDREW
RUTTER and ANOR –v- ANNE MAIRE McCUSKER [No 2]
1. I make no order as to
costs, to the intent that each party will bear her, his or its own costs of the
proceedings.
2. I order that the Defendant Anne Maire McCusker not be
entitled to resort to the estate of the late Barry Rutter (“the
Deceased”)
for the payment of any costs incurred by her in the
proceedings, and that, to the extent that she has already used any of the assets
of the estate for payment of such costs, she reimburse the estate to that
extent.
3. The exhibits may be returned.
JUDGMENT:
IN THE SUPREME COURT
OF NEW SOUTH WALES
EQUITY
DIVISION
ASSOCIATE JUSTICE
McLAUGHLIN
Friday, 20 February 2009
3119 of 2005 ALEXANDRA FLORENCE MARGARET RUTTER –v- ANNE MAIRE McCUSKER and ORS [No. 2]
2138 of 2006 DAVID ANDREW RUTTER and ANOR –v- ANNE MAIRE McCUSKER [No. 2]
JUDGMENT (as to costs)
1 HIS HONOUR: On 28 March 2008 I published my reasons for
judgment and made orders in each of these two proceedings. Consonant with the
requests
in that regard made by Counsel for the respective parties, I stood each
matter over to a date to be fixed by arrangement with my
Associate, for argument
as to costs.
2 Subsequently, the matters were listed for such argument. I had the
benefit of receiving written outlines of submissions from Counsel
for each of
the Plaintiffs. Those written outlines will be retained in the Court files.
3 Costs, although in the discretion of the Court (Uniform Civil
Procedure Act 2005, section 98 (1)), normally follow the event (Uniform
Civil Procedure Rules 2005, Part 42, rule 42.1).
4 However, the Family Provision Act 1982 makes express provision,
in section 33, concerning the costs of proceedings under that statute,
especially regarding the extent to which a Court may order that costs be
paid
out of the estate of a deceased person. (The interaction between section 98 of
the Civil Procedure Act and section 33 of the Family Provision Act
was considered by Barrett J in Moussa v Moussa [2006] NSWSC 509, 29 May
2006, in which he quoted from the decision of Young J (as he then was) in
Bearns v Bearns-Hayes, 6 May 1997 (unreported), referring to the tension
between section 33 of the Family Provision Act and the relevant provision
of the Supreme Court Act 1970 as it was then in force. It will be
appreciated, however, that section 33 of the Family Provision Act
regulates only the extent to which the Court may order that costs be paid out of
the estate.)
5 In proceedings under the Family Provision Act (as was each of
the present proceedings) an executor is normally entitled to an order that her
costs be paid out of the estate, irrespective
of the outcome of the proceedings,
since it is the duty of such an executor to uphold the terms of the will of the
testator.
6 In the instant cases, however, it should be recognised that the
executor, Anne Maire McCusker (the first Defendant in proceedings
3119 of 2005
and the sole Defendant in proceedings 2138 of 2006), was not only the executor,
as such having an obligation to uphold
the terms of the will, but was also the
chief beneficiary named in the will of the Deceased.
7 To a very significant extent the proceedings took on the character of
adversarial proceedings between, on the one hand, the children
of the Deceased
by his marriage (being David Andrew Rutter and Jane Elizabeth Rutter) and, on
the other hand, the executor Anne McCusker
and the daughter born to herself and
the Deceased. In my reasons for judgment of 28 March 2008 I stated (paragraph
126) that it was
apparent that the present proceedings by Alexandra Florence
Margaret Rutter (referred to as Flossiy) had been brought with the complete
support and encouragement of her mother, the executor; and, further (paragraph
128), that it was difficult to resist the conclusion
that the claim of Flossiy
had been instigated (and financially supported) by Anne, essentially with a view
to reducing the assets
of the estate and thus the benefits given by the will of
the Deceased to his two elder children. I observed that such conduct on
the part
of Anne was totally inconsistent with her duty as executor to act even-handedly
in the interests of all the beneficiaries,
and not, for example, to prefer (as
she did) the interests of her daughter Flossiy (who was not a beneficiary under
the will) to
those of David or Jane.
8 (In this judgment, as in my earlier reasons for judgment, I shall, for
convenience and without intending any disrespect, refer to
each of the three
Plaintiffs and to the Defendant executor by his or her first given name, or, in
the case of the Plaintiff in proceedings
3115 of 2005, by the name by which she
is usually known).
9 I ordered that the claim of Flossiy be dismissed. Normally a
concomitant of such an order would be that Flossiy, the unsuccessful
Plaintiff,
would be ordered to pay the costs of the Defendant executor. In the instant case
it should be observed, however, that
the opposition to Flossiy’s claim was
primarily conducted by David and Jane, who had been added as additional
Defendants to
Flossiy’s proceedings. Further, no party sought that a
costs order should be made against Flossiy. Certainly, Anne did not
seek any
order that Flossiy should pay Anne’s cost.
10 It was submitted on behalf of Flossiy that in her proceedings there
should be no order as to costs, to the intent that she bear
her own costs of the
proceedings brought by her, and that no Defendant should have the benefit of a
costs order against Flossiy.
11 On behalf of David and Jane it was submitted that Flossiy should bear
her own costs of the proceedings brought by her, and that
the costs of David and
Jane be paid personally by Anne, without indemnity from the estate of the
Deceased.
12 It was Anne’s submission that Flossiy should bear her own costs,
but that Anne herself should be indemnified from the estate
for the costs which
she incurred in Flossiy’s proceedings, and that David and Jane should bear
their own costs of those proceedings.
13 For completeness, I would refer to several judicial authorities which
have considered the appropriateness of a costs order being
made against an
unsuccessful applicant for provision in a claim under the Family Provision
Act (or under its statutory predecessor, the Testator’s Family
Maintenance and Guardianship of Infants Act 1916). In Singer v
Berghouse [1993] HCA 35; (1993) 114 ALR 521, Gaudron J, dealing with an
application for security for cost in the High Court of Australia, said, at 522,
Family provision cases stand apart from cases in which costs follow the event. Leaving aside cases under the Act which, in s.33, makes special provision in that regard, costs in family provision cases generally depend on the overall justice of the case. It is not uncommon, in the case of unsuccessful applications, for no order to be made as to costs, particularly if it would have a detrimental effect on the applicant's financial position. And there may even be circumstances in which it is appropriate for an unsuccessful party to have his or her costs paid out of the estate.
14 In
Jvancich v Kennedy (No 2) [2004] NSWCA 397, Giles JA (with whom Handley,
and McColl JJA agreed) said that “the overall justice of the case”
is “not remote
from costs following the event”. (See, also, Re
Sherborne Estate (No 2) [2005] NSWSC 1003, a decision of Palmer J, and
Nicholls v Hall [2007] NSWCA 356, per Hodgson JA.)
15 Since Flossiy lost, she is not entitled to an order that her costs
should be paid by any other party or out of the estate of the
Deceased.
16 There next must be considered the question whether Flossiy should be
required to pay the costs of Anne and of the other Defendants
to her
proceedings, being David and Jane. Since opposition to Flossiy’s claim was
primarily conducted by David and Jane, who
had been added as additional
Defendants to Flossiy’s proceedings, there is no basis for any costs order
being made in favour
of Anne upon the dismissal of Flossiy’s claim. In
any event, Anne did not seek such an order.
17 Normally, David and Jane would be entitled to an order that Flossiy
pay their costs of successfully resisting her claim. There
appears to me to be
no reason why such an order should not be made in the instant case. However,
both David and Jane expressly eschewed
any costs order being made in their
favour against Flossiy. Had it not been for this position expressly taken by
David and Jane,
I would have had no hesitation in making an order that Flossiy
pay the costs of those parties of successfully resisting her claim.
18 If, however, David and Jane do not wish to pursue against Flossiy the
costs to which they would normally be entitled, then I do
not see how they can
establish an entitlement to receive those costs either from Anne personally or
from the estate. If they were
prepared to claim their costs against Flossiy and
if ultimately they were not able to recover those costs from her, then there
might
be grounds for David and Jane to look to the estate for reimbursement.
But, since they have expressly disclaimed any costs order
in their favour
against Flossiy, they cannot look instead to the estate for those costs.
19 In this regard, I do not overlook the fact that the joinder of David
and Jane as Defendants to Flossiy’s proceedings was
made upon the basis,
first, that Anne as executor thereafter take no role in those proceedings, but
that the claim of the Flossiy
be defended by David and Jane, who, in respect to
that claim, would seek to uphold the terms of the will; and, upon the basis,
further,
that Anne would not oppose the application by David and Jane for costs
from the estate (subject to the quantum of those costs). However,
as I have
already observed, David and Jane do not choose to pursue their entitlement to
claim their costs from Flossiy. That being
so, they cannot look to the estate
for those costs.
20 It is difficult to see how David and Jane can be entitled to a costs
order against Anne in Flossiy’s claim, in circumstances
where Anne,
formally, took no role in those proceedings after the joinder of David and Jane
as Defendants. Again, the case might
have been otherwise had David and Jane
chosen to pursue Flossiy for their costs. In the event that they did so but
could not recover
those costs, it is possible that, in the light of the actual
role of Anne in instigating, and funding, Flossiy’s proceedings
for a
purpose, which, in my conclusion was, a collateral and, indeed, an improper
purpose, they may have been entitled to look to
Anne for the payment of any
costs which they might not have been able to recover from Flossiy.
21 However, the express position which David and Jane have adopted, that
they do not seek a costs order against Flossiy, has in my
conclusion the
inevitable consequence that they are not entitled to look to either the estate
or Anne personally for the payment
of their costs.
22 I have already referred to Anne’s submission that in
Flossiy’s claim the appropriate costs order should be that Flossiy
should
bear her own costs, that Anne should be indemnified by the estate for her costs,
and that David and Jane should bear their
own costs.
23 I can see no justification for Anne being indemnified from the estate
for her costs. Apart from the fact that the burden of resisting
Flossiy’s
claim was borne, not by Anne, but by David and Jane, the conduct of Anne in
instigating the claim of Flossiy and
in unnecessarily burdening the estate by
that claim is such as falls within the provisions of rule 42.25 of the
Uniform Civil Procedure Rules. That rule provides,
(1) Subject to subrule (2), a person who is or has been a party to any proceedings in the capacity of trustee or mortgagee is entitled to be paid his or her costs in the proceedings, in so far as they are not paid by any other person, out of the fund held by the trustee or out of the mortgaged property, as the case may be.
(2) The court may order that the person’s costs not be so paid if:
(a) the trustee or mortgagee has acted unreasonably, or
(b) in the case of a trustee, the trustee has in substance acted for his or her own benefit rather than for the benefit of the fund.
24 In my conclusion the conduct of Anne attracts the provisions of
subrule (2) (a) of the foregoing rule, and thus disentitles her
from looking to
the estate for reimbursement of any costs in Flossiy’s proceedings.
Accordingly, to the extent that she may
have incurred any costs in those
proceedings, Anne must bear her own costs.
25 I propose, therefore to make no order in respect to the costs of
proceedings 3119 of 2005, to the intent that each party to those
proceedings
will bear her or his own costs of the proceedings, and to order that Anne not be
entitled to resort to the estate of
the Deceased for payment of any costs
incurred by her in those proceedings, and that, if she has already used any of
the assets of
the estate for payment of such costs, she should reimburse the
estate to that extent.
26 David and Jane were each unsuccessful in their respective claims under
the Family Provision Act.
27 As I have already observed, David and Jane, being unsuccessful
Plaintiffs, would normally be required to pay the costs of Anne
of successfully
resisting their respective claims. Anne, as executor, would then normally be
entitled to recover from the estate
of the Deceased the difference between, on
the one hand, any costs which she might recover from David and Jane and, on the
other
hand, Anne’s own costs on the indemnity basis.
28 It was submitted on behalf of David and Jane that in their
proceedings, 2138 of 2006, Anne’s costs be paid from the estate
of the
Deceased, but that the burden of such costs be borne by the asset consisting of
the indebtedness of Designplace Sydney Pty
Limited (“Designplace”)
to the Deceased, and that such payment be made only after the satisfaction of
the legacy of $150,000
to Jane; that Anne be otherwise not entitled to indemnify
herself from the estate; that David and Jane bear their own costs; and
that the
costs cross-defendants to Anne’s cross-claim (being David, Jane, their
mother Mrs Anne Caroline Rutter and Halibut
Pty Limited), be paid by Anne on the
indemnity basis.
29 It was submitted on behalf of Anne that her costs of successfully
resisting the claims of David and Jane should be paid by those
parties to Anne
on the party and party basis and that the difference between the amount of those
costs which Anne might recover from
David and Jane and Anne’s costs on the
indemnity basis should be paid out of the estate. Further, that Anne’s
costs of
the cross-claim should be paid out of the estate. To the extent that
Anne might be entitled to look to the estate for payment of
any of her costs, it
was submitted on her behalf that those costs should not be limited (as was the
submission made on behalf of
David and Jane) to the debt owed to the estate by
Designplace.
30 The situation in regard to the costs in proceedings 2138 of 2006 and
to Anne’s entitlement to a costs order of the nature
sought by her
against, first, David and Jane, and then against the estate, is, however,
complicated by two further matters. One such
matter is the fact that Anne on the
fifth day of the hearing filed an amended cross-claim, seeking, first, a
determination as to
the shareholdings in Halibut Pty Limited
(“Halibut”), as at 29 March 2004 (that being the date of the death
of the Deceased);
second, any consequential relief arising out of that prayer
for relief which the Court might consider necessary; further, an order
pursuant
to section 1071F of the Corporations Act 2001 that Anne be registered by
transmission as the holder of one A class and one B class share formerly held in
the name of the Deceased.
31 In regard to that cross–claim, it is appropriate to record that
on 8 October 2007 (that being the date upon which the amended
cross-claim was
filed) an order was made by Justice Windeyer, as the Duty Judge in the Equity
Division, directing that all issues
in the matter be determined by an Associate
Judge. Each of Mrs Anne Rutter and Halibut appeared by the same legal
representatives
who appeared for David and Jane. Mr Justin Smith of Counsel
(who together with Mr S. Aspinall of Counsel, appeared for David and
Jane) made
submissions on behalf of Halibut in opposition to the relief sought by Anne
pursuant to section 1071F of the Corporations Act 2001, and in respect to
the shareholdings in Halibut. It should be recognised, also, that the interests
of Mrs Anne Rutter (whose affidavits
of 29 June 2006 and 15 February 2007 had
been filed in support of the claim of David and Jane, her children, and in
resisting the
cross-claim of Anne) were identical with those of David and Jane
in the cross-claim, and that the interests of Halibut in the cross-claim
were in
no way inconsistent with those of David and Jane.
32 I do not consider that the costs of the totality of the proceedings
for the duration of the hearing were materially increased by
either Mrs Anne
Rutter or Halibut being named as Defendants to the amended cross-claim.
33 Anne, however, was not successful in obtaining the relief which she
sought concerning the shareholdings in Halibut.
34 Substantially, the determination which I made on 28 March 2008 by
order 2 in proceedings 2138 of 2006, in respect to the shareholdings
in Halibut,
was a determination along the lines asserted by David and Jane, and denied by
Anne, and was not a determination of the
nature asserted by Anne.
35 As I have already observed, the proceedings brought by David and Jane
under the Family Provision Act were in fact, even if not in form,
adversarial proceedings between those Plaintiffs and Anne. The proceedings
brought by Anne by way
of her amended cross-claim in respect to the
shareholdings in Halibut, were also adversarial proceedings, between herself, on
the
one hand, and David and Jane, their mother and Halibut, on the other hand.
Anne was totally unsuccessful in her claim made upon her
amended cross-claim.
36 I have already recorded in my reasons for judgment of 28 March 2008
(paragraph 150) that David agreed under cross-examination that
the only reason
why he instituted his claim was to defeat the claim of Flossiy.
37 In the proceedings brought by David and Jane, had it not been for
Anne’s cross-claim, it is possible that I might have made
an order that
David and Jane pay Anne’s costs, since Anne as executor was successful in
resisting the claim of those Plaintiffs
for orders under the Family Provision
Act. However, that situation was complicated by the filing of the amended
cross-claim to which I have already adverted, in which Anne
was totally
unsuccessful and in which David and Jane were totally successful.
38 The other matter which is relevant to, and which has the effect of
further complicating, the situation in regard to Anne’s
entitlement to a
costs order of the nature which she seeks in proceedings 2138 of 2006 is
Anne’s own conduct in carrying out
her duties and responsibilities as
executor in the administration of the estate of the Deceased, and in carrying
out those duties
and responsibilities in regard to each of the present
proceedings before the Court.
39 I consider that it is not possible to approach the costs of the claim
of David and Jane for relief under the Family Provision Act in isolation
from, first, the amended cross-claim brought by Anne against them (and against
their mother and Halibut), second, the
proceedings brought by Flossiy against
the estate, and, third, the conflict of interest which Anne deliberately allowed
to exist
between her duty as executor and her interest as a beneficiary in the
estate.
40 Were I to make an order in proceedings 2138 of 2006 that Anne be paid
any costs by David or Jane, the making of such an order would
be inconsistent
with the absence of a similar order being made against the other unsuccessful
Plaintiff, Flossiy, in proceedings
3119 of 2005.
41 Further, the conduct of Anne throughout this litigation has been
totally inconsistent with –indeed, contrary to - her duty
and
responsibilities in the role of protectress and conservatrix of the assets of
the estate. She encouraged her own daughter to
make and to persist in a hopeless
claim against the estate, with the clear intention that that claim, if
successful, would diminish
the assets available to meet the entitlement of David
and Jane, first, under the terms of the will of their father, and, second by
way
of any order for additional provision out of their father’s estate.
42 Moreover, the cross-claim brought by Anne against David and Jane,
their mother and Halibut by way of the amended cross-claim also
appears to have
been largely motivated by an intention to diminish the assets available to meet
any order for provision in favour
of David and Jane or to meet the testamentary
benefits given to those persons under the will of the Deceased.
43 I have already, in my reasons for judgment of 28 March 2008 (paragraph
107) adverted to the failure of Anne in her capacity as
executor of the estate
of the Deceased to get in the indebtedness of Designplace owing to the estate.
As I there stated, the obvious
reason for that failure on her part to carry out
one of the fundamental duties of an executor – to get in the assets of the
estate - was doubtless that she is the sole shareholder and sole director of
Designplace, and that she personally stands to benefit
if that company is not
required to pay its indebtedness to the Deceased.
44 Anne clearly was in a position where she experienced a conflict of
interest between her duty as executor and her personal benefit
as a joint debtor
to the estate. She should not have allowed herself to be placed in that
position.
45 Any costs order which might be made in favour of Anne, in her capacity
as executor upholding the terms of the will (and thus, ultimately,
entitling her
to look to the estate for reimbursement of such costs), would have the effect of
advancing what I regard as her improper
purpose of attempting to diminish the
assets of the estate available to meet the entitlement of David and Jane under
the terms of
the will of their father.
46 This conduct on the part of Anne also falls squarely within the
provisions of rule 42.25 of the Uniform Civil Procedure Rules, to which I
have earlier made reference.
47 In the circumstances of the instant case I consider that Anne as
trustee has acted unreasonably and in substance has acted for
her own benefit
rather than for the benefit of the estate. Were it necessary for me to make an
express order invoking the foregoing
provisions of rule 42.25, I would be
prepared positively to order that Anne’s costs not be paid out of the
estate for the foregoing reasons.
48 It seems to me, therefore, that the appropriate course in respect to
the claims of David and Jane and the cross-claim of Anne is
that none of those
parties should receive any costs from any of the other parties or from the
estate of the Deceased. That is, each
of those parties must bear his or her own
costs of the proceedings, and will not be entitled to a costs order against any
other party.
49 I have already referred to the joinder of Mrs Anne Rutter and Halibut
as Defendants to the amended cross-claim filed, in the face
of opposition from
at least Halibut, on 8 October 2007. The interests of Halibut and Mrs Anne
Rutter were, if not identical to,
at least in no way inconsistent with, the
interests of David and Jane. I do not consider that any separate order in
respect to the
costs of Mrs Anne Rutter or of Halibut should be made, either in
favour of those parties, or against them.
50 For completeness, I should also record that I do not overlook the
correspondence between the legal representatives of the respective
parties,
which included letters in the nature of Calderbank letters. Those letters do
not, however, affect the conclusions that I
have already expressed concerning
costs.
51 I have already referred in my reasons for judgment of 28 March 2008
(paragraphs 28-31) to the respective estimations of the costs
of the various
parties of the proceedings – costs which were based upon a hearing
occupying either three days or four days,
instead of the seven hearing days
which the case ultimately occupied. I considered an amount of almost $400,000
for a three day hearing
and an amount in excess of $312,000 for a four day
hearing to be totally excessive and to be outrageous. I now repeat those
sentiments.
52 The claim of Flossiy could be regarded as a claim made for a
collateral, indeed an improper, purpose, being to reduce the value
of the estate
of the Deceased. The claim had no merit and was brought at the instigation of
Flossiy’s mother, the executor,
for the purpose of ensuring that the value
of the estate would be so diminished (either in consequence of an order in
favour of Flossiy
or at least in consequence of costs payable out of the estate
in resisting Flossiy’s claim) as to deprive David and Jane of
the benefits
to which they were entitled under the will of their father. After David and
Jane instituted their own claims for provision,
Flossiy persisted in her
unmeritorious claim, such persistence also being for the collateral purpose of
reducing the value of the
estate which might be available to meet any order for
provision which might ultimately be made in favour of David or Jane.
53 The claim of David had no merit, and was brought, as he frankly
admitted under cross-examination, merely to support the claim of
his sister
Jane. The Court can only be unfavourably impressed by parties who institute, or
defend, estate proceedings, essentially
for the purpose of reducing the value of
the estate available for distribution among those persons who are entitled to
benefits under
the will of a testator. None of the parties to the present
proceedings (with the possible exception of Mrs Anne Caroline Rutter and
Halibut) are innocent of such conduct.
54 In each of the present proceedings costs should be left to lie where
they have fallen. I do not propose to make a costs order in
favour of any party.
I do not propose to make a costs order against any party. I do not propose to
make any order which will enable
Anne, as executor, to recoup from the estate of
the Deceased any moneys which she has expended resisting the claims of the three
Plaintiffs or in asserting her own cross-claim. If she has already expended any
of the assets of the estate in the costs of the present
proceedings, she must
reimburse the estate to that extent.
55 I make the following orders:
3119 of 2005 ALEXANDRA FLORENCE MARGARET RUTTER –v- ANNE MAIRE McCUSKER and ORS [No 2]
1. I make no order as to costs, to the intent that each party will bear her or his own costs of the proceedings.
2. I order that the Defendant Anne Maire McCusker not be entitled to resort to the estate of the late Barry Rutter (“the Deceased”) for the payment of any costs incurred by her in the proceedings, and that, to the extent that she has already used any of the assets of the estate for payment of such costs, she reimburse the estate to that extent.
3. The exhibits may be returned.
2138 of 2006 DAVID ANDREW RUTTER and ANOR –v- ANNE MAIRE McCUSKER [No 2]
1. I make no order as to costs, to the intent that each party will bear her, his or its own costs of the proceedings.
2. I order that the Defendant Anne Maire McCusker not be entitled to resort to the estate of the late Barry Rutter (“the Deceased”) for the payment of any costs incurred by her in the proceedings, and that, to the extent that she has already used any of the assets of the estate for payment of such costs, she reimburse the estate to that extent.
3. The exhibits may be returned.
**********
LAST UPDATED:
20 February 2009
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