Canada Judgment

British Columbia Court of Appeal

Zaste v. Simpson

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Professional case brief

Research organized from the available case record

Source document

01

Holding and result

The appellant is entitled to costs because she enjoyed substantial success on the substantive issue (the judge erred in assessing the will-maker's intention and the rectification order was set aside and redrafted), and substantial success, not success on every issue, determines entitlement to costs under s.44(1).

Court disposition

Appellant awarded her costs of the appeal.

Orders

  • Appellant awarded her costs of the appeal.

02

Material facts

Parties

Ingrid Helga Zaste personally and in her capacity as Executrix of the Estate of John Thomas Simpson

Appellant (defendant) Counsel: D. Hobbs

Christopher Mark Simpson and Kirsten Anne Simpson

Respondents (plaintiffs) Counsel: J.M. Richter; A.M. James

03

Procedural history

  1. Posture

    Appeal (rectification of Will) / Supplementary Reasons on Costs Following Appeal Judgment

04

Questions and positions

Legal issues

Party arguments

Applicant
The appellant submitted she enjoyed substantial success on appeal because she prevailed on the substantive rectification issue; therefore she is entitled to her costs of the appeal despite losing on the leave issue.
Respondent
The respondents argued success was divided because the appellant lost the appeal from the granting of leave and the court nevertheless rectified the will (albeit differently), so costs should be shared and not awarded to the appellant.

05

Court’s reasoning

  1. 01

    Court of Appeal Act, SBC 2021, c 6, s.44(1)

    A party successful on an appeal is entitled to costs of the appeal unless the court orders otherwise.

  2. 02

    Stein v. Stein, 2007 BCCA 187

    Being successful on an appeal does not require success on every issue; entitlement turns on substantial success.

  3. 03

    Wills, Estates and Succession Act, SBC 2009, c 13, s.59(1)(a), s.59(3)

    An application to rectify a will brought beyond the statutory period requires leave under s.59 of WESA.

  4. 04

    Zaste v. Simpson, 2022 BCCA 303 (para 6)

    An appeal is from an order and the substantive issue determining the correctness of that order can control the costs outcome.

06

Ratio, limits and disposition

Ratio decidendi

The appellant is entitled to costs because she enjoyed substantial success on the substantive issue (the judge erred in assessing the will-maker's intention and the rectification order was set aside and redrafted), and substantial success, not success on every issue, determines entitlement to costs under s.44(1).

Obiter and limits

  • Being 'successful on an appeal' does not require success on every issue.
  • The outcome of a substantive issue can render a secondary issue (such as leave) less determinative of costs.

Court disposition

Appellant awarded her costs of the appeal.

  • Appellant awarded her costs of the appeal.

Source and reliance status

British Columbia Court of Appeal · 8 September 2022

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Judgment reading view

Judgment text

The complete available source text.

Source document

British Columbia Court of Appeal

Judgment· 8 September 2022

2022 BCCA 303

2022 BCCA 303 Zaste v. Simpson

COURT OF APPEAL FOR BRITISH COLUMBIA Citation: Zaste v. Simpson, 2022 BCCA 303 Date: 20220908 Docket: CA47686 Between: Ingrid Helga Zaste personally and in her capacity as Executrix of the Estate of John Thomas Simpson Appellant (Defendant) And Christopher Mark Simpson and Kirsten Anne Simpson Respondents (Plaintiffs) Before: The Honourable Mr. Justice Willcock The Honourable Justice Griffin The Honourable Mr. Justice Grauer Supplementary Reasons to Simpson v. Zaste, 2022 BCCA 208, Vancouver Docket CA47686. Counsel for the Appellant (via videoconference): D. Hobbs Counsel for the Respondents: J.M. Richter A.M. James Place and Date of Hearing: Vancouver, British Columbia January 21, 2022 Place and Date of Judgment: Vancouver, British Columbia June 14, 2022 Written Submissions on Costs Received: August 11, 29, and 30, 2022 Place and Date of Supplementary Judgment: Vancouver, British Columbia September 8, 2022 Supplementary Reasons of the Court Summary: The appellant seeks costs following her appeal from an order granting the respondents leave to apply for rectification of the will, and rectifying the will. The appellant was unsuccessful in relation to the leave order, but succeeded on the substantive appeal concerning the rectification of the will. The respondents maintain that success was divided. Held: The appellant enjoyed substantial success and is entitled to her costs of

the appeal. Supplementary Reasons for Judgment of the Court: [1] The appellant applies for an order awarding her the costs of her appeal. The respondents oppose. They say that success was divided, and the parties should accordingly bear their own costs. [2] By section 44(1) of the Court of Appeal Act, SBC 2021, c 6 (formerly section 29 of the Court of Appeal Act, RSBC 1996, c 77): "Unless the court or a justice orders otherwise, a party who is successful on an appeal is entitled to costs of the appeal ". It is trite law that being "successful on an appeal" does not require a party to have succeeded on every issue. The question is whether the party seeking costs, here the appellant, enjoyed substantial success: see, for instance, Stein v Stein, 2007 BCCA 187 at para 8. [3] In the proceedings below, the respondents applied under section 59(1)(a) of the Wills, Estates and Succession Act, SBC 2009, c 13, for an order rectifying the will of their father, the appellant's deceased spouse. They were obliged to seek leave to do so because their application was brought beyond the time limited in section 59(3). The chambers judge granted leave and made the order for rectification that the respondents sought, and from which the appellant appealed. [4] On appeal, in reasons for judgment indexed at 2022 BCCA 208, a majority of this Court dismissed the appeal from the granting of leave, but

allowed the appeal from the order for rectification that the judge made, directing that the clause in question be rectified in a different manner, considerably more advantageous to the appellant. Hence the question of whether success was divided. [5] In the respondents' submission, success must be considered to have been at best divided because the appellant lost on her appeal from the granting of leave, and although she succeeded on the rectification aspect, this Court still rectified the will, albeit in a different manner. [6] Notwithstanding these submissions, it is our view that the appellant enjoyed substantial success. An appeal is from an order, and the judge's order for rectification was set aside on the basis that the judge erred in assessing the will-maker's intention. That was the substantive issue on the appeal. The leave aspect was argued as a secondary issue, and, indeed, as the majority reasons indicate, the result turned largely on the outcome of the substantive issue. [7] Accordingly, we award the appellant her costs of the appeal. "The Honourable Mr. Justice Willcock" "The Honourable Justice Griffin" "The Honourable Mr. Justice Grauer"

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Authorities

Authorities used by the court

Cases, legislation, regulations, and constitutional provisions identified in the available record.

Stein v. Stein, 2007 BCCA 187

Case cited

Simpson v. Zaste, 2022 BCCA 208

Case cited

Court of Appeal Act, SBC 2021, c 6, s.44(1)

Legislation

Legislation referenced in the available case record.

Wills, Estates and Succession Act, SBC 2009, c 13, s.59(1)(a), s.59(3)

Legislation

Legislation referenced in the available case record.

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