DAL and JWL v The New Zealand Guardian Trust Company Ltd as Executor of the Estate of Rosemary Griffin

 
FREE EXCERPT

IN THE FAMILY COURT AT AUCKLAND

FAM-2008-004-000746

Under the Family Protection Act 1955

In the Matter of the Estate of Rosemary Griffin

Between
DAL and JWL
Applicants
and
The New Zealand Guardian Trust Company Limited as Executor of the Estate of Rosemary Griffin
Defendant
Appearances:

A L Jones for applicant

C J Kelly for defendant

K Davis for Moeleen Lillian Tolson

A Donovan for Cherie Maise Christensen and Sandra Johnston

JUDGMENT OF Judge D A Burns IN CHAMBERS

[In relation to application for costs and proceedings under the Family Protection Act 1955 which were discontinued]

Background
1

The applicants, Daniel Alexander Leger and Joseph William Leger, both of Auckland, are the two grandchildren of the deceased, Rosemary Griffin who died on 25 November 2006. The applicants' father is deceased. He pre-deceased his mother. He had no other children apart from the applicants.

2

The deceased had four other children apart from the applicant's deceased father, a male child who also pre-deceased the deceased, and three female children who are the residuary beneficiaries of her estate. The proceedings under the Family Protection Act 1955 (“the Act”) were filed on 10 March 2008. The applicants claim further provision from the deceased's estate on the grounds that she had breached her moral duty to them by failing to adequately provide for them in her will.

3

The deceased bequeathed $15,000 to Joseph and created a specific trust giving Daniel the right to reside in the property at 1726 Great North Road, Avondale, Auckland.

4

The three female children of the deceased, Ms Christensen, Ms Johnston and Ms Tolson filed affidavits opposing the applicants' claim.

5

On 25 February 2009 counsel for the applicants made a without prejudice “offer in order to settle matters”.

6

On 12 May 2009 counsel for Ms Tolson made a without prejudice save as to costs “counter offer on behalf of Ms Tolson, Ms Christensen and Ms Johnston in order to settle matters in relation to the proceedings” (the counter-offer).

7

On 20 May 2009 the matter was set down for two days as a back up fixture ( 16 and 17 June 2009). On 2 June 2009 counsel for the applicants replied to the counter offer, they –

  • a) Advised counsel for Ms Christensen and Ms Johnston that the applicants had rejected the counter offer; and

  • b) Filed and served a notice of discontinuance dated 29 May 2009 (fourteen months after the application was filed and less than three weeks prior to the back up hearing date).

8

The matter was placed in a Registrar's List on Thursday 23 July 2009 for specific purpose of addressing the issue of costs.

9

Mr C J Kelly, solicitor for New Zealand Guardian Trust Company Limited filed a memorandum dated 1 July 2009 where he indicated that in order to keep costs down in the matter the Guardian Trust had not instructed external counsel but time spent by in-house counsel will be charged on a time in attendance basis under s.18(3)(f) of the Trustee Companies Act 1967. He submitted that the other party should meet their own costs as there were insufficient funds in the estate to meet costs.

10

Mr Davis...

To continue reading

REQUEST YOUR TRIAL