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[2026] NSWCA 128
respondent. Leave to appeal refused; the applicant was ordered to pay the first and second respondents’ costs as agreed or assessed forthwith, with the administrator’s costs confined to the costs of one...
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The Court of Appeal refused Jonathan Coxhead permission to appeal the appointment of an independent administrator for his late mother’s estate. The named executor had not administered the estate for years, the siblings were in dispute, and the estate’s main asset was a property connected with them. The Court considered the suggested alternatives unclear and found that the proposed appeal grounds did not show a reviewable error. It also ordered Coxhead to pay the first and second respondents’ costs, with the administrator’s costs limited to one counsel.
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2,294 words · generated 07/10/2026
This is an ex tempore judgment of the New South Wales Court of Appeal, delivered on 3 July 2026. Bell CJ gave the principal reasons at [1]–[9] and [15]. Ball JA agreed and addressed the proposed appeal grounds at [10]–[14].
The application concerned an order made by Lindsay J appointing an independent administrator of the estate of the late Mrs Agnes Coxhead. Jonathan Coxhead, one of her four children and the executor named in her will, sought leave to appeal that order. The decision under challenge was discretionary, and the Court approached the application as a request to appeal a discretionary decision about the administration of proceedings and the estate.
The judgment records that Mrs Coxhead had died “some years before” and that the named executor had “evidently not taken steps over a number of years to administer the estate” [2]. The estate’s principal, and apparently sole, asset was a property in which the four siblings were living or had lived [3]. The will provided that Jonathan would receive $252,000 when the property was sold, after which the residue was to be held on trust and divided equally among the four siblings [3].
Robyn Housen, the deceased’s daughter and Jonathan’s sister, had commenced proceedings seeking a range of relief, including a family provision claim [2], [4]. Lindsay J decided that the administrator question should be dealt with first and separately from the other issues. He appointed Rebecca Exley, an independent solicitor, as administrator [4].
The proposed notice of appeal contained six grounds. Ball JA’s summary shows they concerned affidavit evidence, the testatrix’s stated wish that the children continue living at the property, a mortgage over the property, and the sufficiency of Lindsay J’s reasons [10]–[13]. Bell CJ also considered submissions about alternatives, including a possible reverse mortgage, but observed that this had apparently not been put to Lindsay J [7].
The Court refused leave. It found that no error capable of vitiating Lindsay J’s decision had been demonstrated [9]. The Court also ordered Jonathan to pay the first and second respondents’ costs as agreed or assessed forthwith, with the administrator’s costs confined to one counsel [15].
The central legal framework was appellate restraint. At [5], Bell CJ quoted the leave principles from PPK Willoughby Pty Ltd v Baird [2019] NSWCA 48. The passage explains that appellate courts should not interfere too readily with discretionary decisions and that an applicant seeking leave to challenge a discretionary decision on a practice or procedure question bears a “heavy burden”. It also states that a leave applicant generally must establish an issue of principle, a question of public importance or a reasonably clear injustice, going beyond a merely arguable case.
The Court applied that framework to the material and submissions before it. When counsel was asked why the administrator’s appointment was not open to Lindsay J, the answer was that alternatives could facilitate administration and payment of Housen’s interest [6]–[7]. Bell CJ found those alternatives insufficiently precise. The reverse-mortgage possibility was raised from the bar table, but did not appear to have been put before the primary judge [7]. The Court did not treat the mere existence of possible alternatives as demonstrating that the appointment was erroneous.
The circumstances described at [2]–[4] informed the Court’s view. The estate had remained unadministered for years, had a principal asset of value, and involved siblings who were beneficiaries and, on the material, in dispute [3], [6]. Bell CJ described the independent appointment as “eminently sensible” on the material before the Court [8]. That was an assessment of this discretionary decision on this record, not a general rule that an independent administrator must be appointed whenever beneficiaries disagree.
Bell CJ also addressed the possibility that the siblings might obtain finance to buy out Housen’s share. The Court did not determine whether that would occur or direct the administrator to accept any proposal. It said the administrator would, in Bell CJ’s view, sensibly consider a finance-backed proposal if one were put and finance obtained, but that the decision would be for the administrator [8]. The possibility therefore did not establish that the original appointment should be disturbed.
Ball JA considered the six grounds more specifically. Ground 1 alleged that Lindsay J failed to consider affidavits. Ball JA said those affidavits were largely directed to issues other than the appointment and, in any event, were not read on that application [10]. Grounds 2, 3 and 5 concerned the testatrix’s expressed wish that the children continue to reside at the property. The notes forming part of Lindsay J’s orders showed that he had considered that wish [11]. Ground 4 relied on a Citibank mortgage, but Ball JA stated that it could not have affected the applicant’s ability to apply for probate [12]. Ground 6 alleged inadequate reasons; the orders and accompanying notes supplied sufficient reasons in the circumstances [13].
Taken together, the Court concluded that the proposed grounds did not disclose a vitiating error or satisfy the applicable leave threshold [9], [14].
The judgment does not announce a change in succession law or establish a new test for appointing an independent estate administrator. Its express legal framework is about leave to appeal from a discretionary decision. Bell CJ relied on principles described as “well-known” and quoted the Court’s earlier discussion in PPK Willoughby Pty Ltd v Baird [2019] NSWCA 48 [5]. The decision therefore applies an existing appellate approach rather than presenting a before-and-after doctrinal shift.
The quoted passage identifies two linked aspects of that approach. First, discretionary decisions attract restraint against “over-ready appellate interference”, associated with House v R (1936) 55 CLR 499. Secondly, a leave applicant must meet a threshold beyond showing that an appeal is merely arguable. The passage lists circumstances such as an issue of principle, a question of public importance or a reasonably clear injustice [5].
As to the administration of estates, the judgment’s reasoning is fact-specific. It records the executor’s prolonged inaction, the property as the principal estate asset, and the siblings’ apparent dispute [2]–[3], [6]. It does not set out a statutory provision, a general legal test for choosing an administrator, or a comprehensive statement of the circumstances in which an independent administrator should be appointed. It would therefore go beyond the text to treat the decision as changing the legal standard for such appointments.
After the decision, the operative result in this case was that Rebecca Exley remained appointed as administrator because leave to challenge the appointment was refused [4], [9]. The Court’s observation that an administrator might consider a finance proposal did not alter the order or compel a particular outcome [8]. The judgment leaves that proposal, if made and supported by finance, to the administrator’s determination.
The judgment also does not decide the family provision claim or the other relief sought in the proceedings below. Lindsay J had separated the administrator issue from those matters [4]. The Court of Appeal’s decision resolved only the leave application and costs orders described in the judgment.
At [5], the judgment says leave applicants must establish “an issue of principle, a question of public importance or a reasonably clear injustice going beyond something that is merely arguable.” In plain English, the applicant had to show more than a possible disagreement with the primary judge. The Court treated the task as especially demanding because the challenged order was discretionary.
At [6], Bell CJ asked why appointing an independent administrator was not open to Lindsay J, given that all four siblings were beneficiaries, the estate had one principal asset, and affidavit material showed a dispute. This framed the practical context in which the proposed appeal had to be assessed. It did not itself create a general rule that family disagreement necessarily requires an independent administrator.
At [7], the applicant relied on alternatives, including a possible reverse mortgage. Bell CJ found the alternatives imprecise and noted that the reverse-mortgage proposal had apparently not been put before Lindsay J. The practical significance is that a proposed alternative raised for the first time, or without detail, did not demonstrate that the primary judge’s choice was outside the available discretion.
At [8], Bell CJ described the appointment as “eminently sensible” on the facts disclosed. He also observed that an administrator might consider a proposal to pay out Housen’s share if the siblings obtained finance. In plain English, the Court saw a possible route for retaining the property as something that might be considered later, not as a reason to set aside the administrator’s appointment.
At [10], Ball JA explained that the affidavits relied on in ground 1 were mostly about issues other than whether an administrator should be appointed, and were not read on that application. This directly answers that ground as framed. It does not establish that affidavit material is generally irrelevant to administrator appointments.
At [11], Ball JA rejected the complaint that Lindsay J overlooked the testatrix’s wish that the children continue living at the property. The notes forming part of the orders showed that Lindsay J had taken the wish into account. At [12], Ball JA said the property mortgage could not have affected the applicant’s ability to apply for probate. At [13], he found the reasons sufficient in light of the orders and notes. Together, those paragraphs show the Court examining each alleged omission against the primary judge’s recorded reasons and the nature of the application.
At [9], Bell CJ’s conclusion was that no error “which would vitiate” Lindsay J’s decision had been demonstrated. This is the direct explanation for refusing leave, read alongside the leave principles in [5].
The judgment is relevant where a party seeks leave to appeal a discretionary procedural decision and must address the stringent appellate approach described at [5]. Its immediate factual setting was an estate left unadministered for years, a named executor who had not taken steps to administer it, one principal property asset, beneficiaries who were siblings, and material indicating a dispute [2]–[3], [6].
The decision may be particularly instructive when proposed appeal grounds allege that a judge overlooked evidence or a relevant consideration. Ball JA tested those claims against what the affidavits concerned, whether they were before the primary judge on the particular application, and what the primary judge’s notes showed [10]–[13]. The judgment demonstrates the importance of identifying a concrete omission rather than asserting generally that material was not considered.
It may also be relevant when an applicant relies on an alternative arrangement to challenge a discretionary order. Here, the alternatives were not precise, and the reverse-mortgage suggestion apparently had not been advanced below [7]. The Court did not decide that such financing could never be relevant. Rather, the point was that the suggestions presented in this application did not demonstrate error in the order already made.
The case should not be read as determining every dispute about estate administration, the effect of mortgages on probate applications, or the merits of a family provision claim. The judgment addressed a leave application on its particular record. It did not state a general statutory test for administrators or decide the ultimate division or sale of the property.
The supplied judgment contains no discussion of later cases applying, distinguishing, or otherwise treating Coxhead v Housen. It is itself dated 3 July 2026, and the text provides no subsequent judicial history. On the permitted source material, it is not possible to describe later treatment.
The judgment does identify earlier authorities used to explain the leave threshold at [5]. It quotes the relevant passage from PPK Willoughby Pty Ltd v Baird [2019] NSWCA 48 and reproduces references to House v R and other decisions concerning appellate restraint and leave applications. Those authorities are part of the reasoning framework relied on in Coxhead, not evidence of later treatment of Coxhead.
For research purposes, the distinction matters: the supplied source supports describing the principles applied in this judgment and the earlier authorities it cites, but it does not support a claim about how later courts have interpreted this decision.
The judgment leaves the underlying proceedings unresolved. It does not decide Housen’s family provision claim or the other relief sought below [4]. Nor does it determine the final administration of the estate, the eventual treatment of the property, or the siblings’ respective practical arrangements.
The financing possibility also remained open. Bell CJ said an independent administrator would, in the Court’s view, look sensibly upon a proposal to pay out Housen’s share if finance were raised, but expressly left the matter for the administrator if and when a proposal was made and finance obtained [8]. The Court did not decide whether finance could be obtained, what terms might be offered, or whether any proposal would be accepted.
The judgment does not specify a general standard for when an independent administrator should replace a named executor. It also does not address statutory provisions governing probate, administration, or family provision. Those matters cannot be supplied from this judgment alone.
Finally, the decision’s application to other cases depends on the discretionary nature of the order and the leave threshold described at [5]. It does not establish that an administrator’s appointment will always be upheld when beneficiaries disagree, or that possible alternatives are always immaterial. The Court’s result rested on the arguments and material presented in this particular application, including the limited precision of the proposed alternatives and the absence of demonstrated error.
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Source: NSW Caselaw (www.caselaw.nsw.gov.au). Converted to plain text by ZoeLaw. Not the official version.
Medium Neutral Citation: Coxhead v Housen [2026] NSWCA 128
Hearing dates: 03 July 2026
Date of orders: 03 July 2026
Decision date: 03 July 2026
Before: Bell CJ at [1], [15];
Ball JA at [10].
Decision: 1. Refuse leave to appeal.
2. The Applicant is ordered to pay the First and Second Respondents’ costs as agreed or assessed forthwith.
Catchwords: SUCCESSION — probate and administration — appointment of independent administrator — where named executor failed to administer estate
Cases Cited: PPK Willoughby Pty Ltd v Baird [2019] NSWCA 48
Category: Principal judgment
Parties: Jonathan Coxhead (Applicant)
Robyn Housen (First Respondent)
Rebecca Exley (Second Respondent)
Representation: Counsel:
H Weller (Solicitor) (Applicant)
T Catanzariti with A Thorne (First Respondent)
FFF Salama with M Morgan (Second Respondent)
Solicitors:
Herbert Weller Solicitor (Applicant)
Brydens Lawyers (First Respondent)
Solari & Stock Lawyers (Second Respondent)
File Number(s): 2025/496662
Publication restriction: Nil
BELL CJ: Before the Court is an application for leave to appeal from a discretionary decision of his Honour Lindsay J to appoint an independent administrator of the estate of the late Mrs Agnes Coxhead.
His Honour heard the matter on 25 November 2025 and had before him a statement of claim which sought a range of relief, but on that day his Honour indicated to the parties that the first step which his Honour thought was necessary to take was to deal with an application for the appointment of an administrator of the estate in circumstances where the late Mrs Coxhead had died some years before and the named executor, Mr Jonathan Coxhead, who was one of her four children, had evidently not taken steps over a number of years to administer the estate.
The principal and, it would appear, the sole asset of the estate is a property (the property) of not inconsiderable value, in which the four siblings were living and/or had lived. The precise value of the property is not relevant for present purposes. The will of Mrs Coxhead provided that, after the payment of a sum of $252,000 to Mr Jonathan Coxhead upon the sale of the property, the rest and residue of the estate was to be held on trust and divided equally between the four siblings, i.e. the three brothers and their sister. The proceedings below were commenced by the sister, Ms Robyn Housen.
His Honour, as I have indicated, took the view that the question of the appointment of an administrator should be dealt with first and separately to all other issues, including a family provision claim which had been brought by Ms Housen. His Honour gave reasons in the form of extensive notations which accompany the orders his Honour made on the day of the hearing. Those orders resulted in the appointment of the second respondent, an independent solicitor, to act as administrator of the estate.
Very brief written submissions were filed in support of the application for leave to appeal. Those submissions did not address the well-known criteria for a grant of leave to appeal which have been set out in any number of decisions of this Court over many years. Some of those principles, particularly where an application for leave to appeal is sought from a discretionary decision, were set out by Simpson AJA and myself in PPK Willoughby Pty Ltd v Baird [2019] NSWCA 48 at [5] to [6] as follows:
“Discretionary decisions, whether in the context of substantive or procedural relief, also engage the strictures against over-ready appellate interference and the correlative need for ‘added restraint’ associated with House v R (1936) 55 CLR 499 with the consequence that a ‘heavy burden’ lies on an applicant seeking leave to appeal from a discretionary judgment on a question of practice or procedure: see, for example, Oswal v Burrup Fertilisers Pty Ltd (recs and mgrs apptd) [2011] FCAFC 117 at [8] and [11]; see also Warragamba Winery Pty Ltd v New South Wales [2010] NSWCA 174 at [6] where the task of an applicant seeking leave to challenge such a decision was described as a “difficult” one; see also Cicek v The Estate of the Late Mark Solomon [2014] NSWCA 278 at [69]–[70]; Dank v Cronulla Sutherland District Rugby League Football Club Ltd [2014] NSWCA 288 at [73]–[75]; Treadtel International Pty Ltd v Cocco [2016] NSWCA 360; 117 ACSR 176 at [29]; Mei Zhang v Ye Cheng [2018] NSWCA 299 at [12].
Leave applications in this Court attract a general obligation on the applicant for leave to establish that there is an issue of principle, a question of public importance or a reasonably clear injustice going beyond something that is merely arguable: Jaycar Pty Ltd v Lombardo [2011] NSWCA 284 at [46]; BE Financial Pty Ltd v Das [2012] NSWCA 164 at [32]–[38]; Age Co Ltd v Liu (2013) 82 NSWLR 268; [2013] NSWCA 26 at [13]; Secretary, Dept of Family and Community Services v Smith (2017) 95 NSWLR 597; [2017] NSWCA 206 at [28].”
Mr Weller, who appeared for Mr Jonathan Coxhead on the application for leave to appeal, was invited orally to articulate why the decision of Lindsay J to appoint an independent administrator was not open to his Honour in circumstances where the four siblings were each beneficiaries under the will, there was a single asset, namely, the property, and material in affidavits that were at least on the file evidenced the siblings as being in dispute.
Mr Weller’s only response to this was that there were alternatives available other than the appointment of an independent administrator which would facilitate the administration of the estate and the payment of Ms Housen’s one-quarter interest in it. There was a lack of precision to what those alternatives were. There were submissions from the bar table about the possibility of obtaining a reverse mortgage over the property, although that was not something which was put, so far as my review of the transcript indicates, before his Honour, Lindsay J.
In short, his Honour’s decision was a discretionary one and, on the facts as disclosed on the material before this Court, an eminently sensible one. If it be the case that the siblings are in a position to obtain finance to pay out their sister and so retain the property, which is obviously what they desire, then I would have no doubt that the independent administrator would look sensibly upon any proposal to pay out her share of the estate from finance so raised. But that will be a matter for the administrator to determine when and if a proposal is put to her and finance obtained, if indeed that occurs.
Accordingly, no error which would vitiate the decision of Lindsay J was demonstrated. For these reasons the application for leave to appeal should, in my view, be refused.
BALL JA: I agree with the Chief Justice. I would only add that the proposed notice of appeal identifies six grounds. Ground 1 is that his Honour did not take account of the various affidavits. It is apparent from reading those affidavits that they largely are directed at issues other than the question whether an administrator should be appointed and, in any event, they were not read on the application for the appointment of an administrator.
Grounds 2, 3 and 5 contend that his Honour did not take into account various matters. Those matters principally relate to the wishes expressed by the testatrix in her will that, to the extent possible, her children should continue to reside in the property. It is plain, however, from the notes that form part of his Honour’s orders, that his Honour did take into account that fact.
Ground 4 alleges that his Honour did not take into account the fact that the applicant was unable to make an application for probate of the will because of a mortgage over the property held by Citibank. That mortgage could not have affected the ability of the applicant to make an application for probate.
**********
Coxhead
Housen
(1936) 55 CLR 499
(2013) 82 NSWLR 268
(2017) 95 NSWLR 597
Leave to appeal refused; the applicant was ordered to pay the first and second respondents’ costs as agreed or assessed forthwith, with the administrator’s costs confined to the costs of one counsel.
Ground 6 alleges that his Honour did not give sufficient reasons. It is plain from the terms of his Honour’s orders and the notes that form part of those orders that, in the circumstances, his Honour did give sufficient reasons.
For those reasons I concur with the orders proposed by the Chief Justice.
BELL CJ: On the question of costs, the Court is of the view that given the palpable weakness of the application, the applicant should be ordered to pay the first and second respondents’ costs as agreed or assessed forthwith, noting that the administrator’s costs be confined to the costs of one counsel.