Nick and Leessa
Nick and Leessa
Again in summary, Nick and Leessa say, addressing the seven groups of issues summarised above:
the judge below correctly understood and summarised the law on the removal of executors and trustees, and Julian has got it wrong; in particular, there is no special rule relating to trustees of discretionary trusts;
the judge below did not misunderstand or misapply the law relating to conflicts of interest and making unauthorised profits, as applied to executors and trustees;
Julian chose not to file any evidence on the application, and the judge below sat late to enable both sides to make the submissions they wished; the decision to hear the application was a case management decision within his ambit of discretion;
the matters relied on as errors of fact are inconsequential;
the judge below did not exercise his judicial discretion in any properly challengeable way;
the judge below is the regional costs judge, and both knew the law on costs and applied it correctly; the decision on costs is an exercise of discretion; the judge was entitled to take away Julian’s right to an indemnity out of the estate, and to award costs against him on the indemnity basis;
the judge below provided adequate reasons, and the appellant at the hand-down of the judgment did not suggest otherwise, but instead sought to persuade the judge to decide differently.
- Heading
- Introduction
- Background
- The claim and the counterclaim
- Procedural matters
- The judgments below
- Grounds of appeal
- Stay and permission to appeal
- Appeals
- The arguments
- Nick and Leessa
- The law
- Removal of trustees
- Conflicts of interest and making unauthorised profits, as applied to executors and trustees
- Costs
- The grounds of appeal: discussion
- Ground 2: Failure to consider that the estate was substantially administered with the beneficiaries’ agreement
- Ground 3: Improper and erroneous conclusions
- Ground 4: Improper removal of the trustee from a discretionary trust
- Ground 5: Unwarranted criticism of an earlier district judge
- Ground 6: Procedural irregularities and unequal treatment prejudiced the appellant
- Ground 7: Significant misunderstanding of facts
- Ground 8: Failing to give sufficient weight to evidence corroborating the appellant’s position
- Ground 9: Erroneous order for costs against the executor
- Ground 10: Costs awarded on an indemnity basis
- Ground 11: Failure to provide adequate reasons for decisions
- Final comment
- Conclusions
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