Elizabeth A. Bocek

Following the dismissal of a will challenge via summary judgment, the successful respondents sought costs on a substantial indemnity scale.

The court found that the applicants' allegations of undue influence were not evidence-based and their vitriolic approach unnecessarily prolonged the litigation.

The court awarded costs of $275,000 to the estate and $125,000 to the respondent personally, payable by the applicants, with one applicant's liability capped at 20%.

The moving parties (respondents in the main action) brought a motion for summary judgment to dismiss the responding parties' claims challenging the validity of the deceased's 2005 will and inter vivos transfers.

The responding parties alleged that the deceased was subjected to undue influence and fraud by her son, the primary beneficiary.

The court reviewed the extensive circumstantial evidence and found no genuine issue requiring a trial, noting that the deceased was an independent and strong-willed individual who made deliberate choices about her estate.

Summary judgment was granted dismissing the claims to set aside the 2005 will and the inter vivos transfers.