Sweeney Estate (Re)

Sweeney Estate (Re)

Because Geraldine, as primary personal representative and sole residuary beneficiary, negligently failed to protect the original will and delayed probate for over a decade (causing the need for proof in solemn form), the proper allocation of costs is from the estate; consequently Geraldine is indemnified from the...

Source-derived case information.

Citation
2020 NSSC 340
Parties
Applicant: Geraldine Anne Sweeney; Respondent: The Estate of Rodney Michael Sweeney; Objector: Pamela Marie Connors; Objector: Wayne Michael Sweeney
Court
Supreme Court of Nova Scotia
Jurisdiction
Canada
Judgment Date
25 November 2020
Procedural Posture
Probate Application for Proof in Solemn Form of a Lost Will / Costs Decision Following Contested Application
Outcome
Geraldine's costs are to be paid out of the Estate on a solicitor-client basis; no costs awarded to the objectors; Estate to pay Geraldine's disbursements of $1,133.79 and to pay $100 to each objector for disbursements.
Legal Topics
Proof in Solemn Form, Lost Will, Will Validity, Costs Allocation, Self Represented Litigants, Disbursements, Executor Duties, Intestate Succession
Source Language
en
Probate Estate Law Civil Procedure Costs Proof in Solemn Form Lost Will Will Validity Costs Allocation +4 more

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Summary, issues, holding and outcome

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Parties

Geraldine Anne Sweeney

Applicant

The Estate of Rodney Michael Sweeney

Respondent

Pamela Marie Connors

Objector

Wayne Michael Sweeney

Objector

Procedural Posture

Probate Application for Proof in Solemn Form of a Lost Will / Costs Decision Following Contested Application

  1. 1 Whether costs of the contested probate application should be paid out of the estate or by the unsuccessful objectors
  2. 2 Whether the successful applicant (executor/residuary beneficiary) is entitled to solicitor-client costs despite shortcomings in administering the estate
  3. 3 Whether self-represented objectors are entitled to recover costs and disbursements

Ratio Decidendi

Because Geraldine, as primary personal representative and sole residuary beneficiary, negligently failed to protect the original will and delayed probate for over a decade (causing the need for proof in solemn form), the proper allocation of costs is from the estate; consequently Geraldine is indemnified from the estate and awarded solicitor-client costs and her reasonable disbursements out of the estate, while the self-represented objectors are not awarded costs but are reimbursed specified reasonable disbursements (each $100).

Court Disposition

Geraldine's costs are to be paid out of the Estate on a solicitor-client basis; no costs awarded to the objectors; Estate to pay Geraldine's disbursements of $1,133.79 and to pay $100 to each objector for disbursements.

Orders

  • The costs of the Applicant, Geraldine Anne Sweeney, are to be paid out of the Estate of Rodney Michael Sweeney.
  • Geraldine's costs are awarded on a solicitor-client basis.