Blundell Concrete Limited v Hodgins

Case

[2017] NZHC 2359

28 September 2017

No judgment structure available for this case.

IN THE HIGH COURT OF NEW ZEALAND AUCKLAND REGISTRY

I TE KŌTI MATUA O AOTEAROA TĀMAKI MAKAURAU ROHE

CIV-2017-404-1016 [2017] NZHC 2359

UNDER the Land Transfer Act 1952

IN THE MATTER OF

an application for an order pursuant to sections 145 and 145A for orders that caveat not lapse

BETWEEN

BLUNDELL CONCRETE LIMITED Applicant

AND

RICHARD HODGINS Respondent

Hearing: 20 September 2017

Appearances:

D K Clark and S L Fletcher for the Applicant
Richard Hodgins the Respondent in person

Judgment:

28 September 2017

JUDGMENT OF ASSOCIATE JUDGE R M BELL

This judgment was delivered by me on  28 September 2017 at 3:30pm

pursuant to Rule 11.5 of the High Court Rules

………………………………………………….

Registrar/Deputy Registrar

Solicitors:

Wilson McKay, Auckland, for the Applicant

Copy for:

Respondent

BLUNDELL CONCRETE LIMITED v HODGINS [2017] NZHC 2359 [28 September 2017]

[1]      Blundell Concrete Ltd applies for:

[a]       an order that its caveat against the title to Mr Hodgins' property at

747 Kopuku Road, Maramarua not lapse;  and

[b]       leave   to   issue    a   charging   order   before   judgment   against

Mr Hodgins’ property.

[2]      Mr  Hodgins  is  the  registered  proprietor  of  a  2.12  hectare  property described  in  identifier  314201.    Under  its  caveat  1687623.1  registered  on

28 October  2016,  Blundell  Concrete  Ltd  claims  a  beneficial  interest  in  the property by way of constructive trust.

[3]      Mr  Hodgins  was,  but  not  longer  is,  in  a  de  facto  relationship  with Ms Georgina Haronga.   She worked as office manager for Blundell Concrete between June 2014 and 5 February 2016.  As part of her job she purchased stock, materials  and  equipment,  paid  wages  and  accounts.    She had  control of the company’s bank accounts.   She also worked for a related company, Blundell Concrete Products  Ltd.   During her employment she had access to Blundell Concrete’s credit card and chequebook.  While she had no authority to use it, she also had access the cashflow card of its director, Mr Craig Blundell.   Blundell Concrete Ltd, Blundell Concrete Products Ltd and Mr Blundell say that during her employment she embezzled funds from them totalling $378,656.11.    They also say that some of those embezzled funds were paid into accounts in the name of Mr Hodgins.  They have taken a substantive proceeding (CIV-2016-404-3989) in which they sue Ms Haronga for conversion, breach of confidence, money had and received and unjust enrichment, and Mr Hodgins for knowing receipt, dishonest assistance, money had and received and unjust enrichment.

[4]      The other defendants in that proceeding are Jazmin Hodgins, the infant daughter of Ms Haronga and Mr Hodgins, and Natalie Puia, another daughter of Ms Haronga.  The children are sued, because the Blundell entities say that some payments  were made into  a joint account  in  the names  of Mr Hodgins  and

Jazmin, and other payments were made into an account in the name of Natalie

Puia.

[5]      For its caveat claim, Blundell Concrete Ltd says that it has an arguable case for tracing funds stolen by Ms Haronga into payments Mr Hodgins made under his mortgage to the ASB Bank.   For its application for a charging order before judgment, it says that Mr Hodgins has attempted to sell the property with the intent to defeat its claims.   For his part, Mr Hodgins says that he knew nothing about Ms Haronga stealing money from her employer.   He denies that any funds from Blundell Concrete Ltd funded his loan repayments, because the repayments came from his wages paid into his bank account just before each repayment was due.

[6]      While he has from time to time consulted lawyers, Mr Hodgins does not have legal representation in this proceeding or in the substantive proceeding.  In a minute of 20 June 2017 I encouraged Mr Hodgins to obtain legal advice.  In CIV-2016-404-

398  I  have  made  similar  comments.1       Given  his  lack  of  legal  experience,

Mr Hodgins did not submit on the law.  Instead, he relied on some factual matters.  I

have treated his opposition to Blundell Concrete’s applications as putting it to proof.

[7]      While Blundell Concrete Products Ltd and Mr Blundell also say that they are victims of Ms Haronga’s thefts, only Blundell Concrete has lodged a caveat and applied  for  a  pre-judgment  charging  order.     I  am  concerned  only  with  its applications.

General principles on caveat applications

[8]      In Holt v Anchorage Management Ltd, McMullin J stated the purpose of a caveat against dealings under the Land Transfer Act 1952:2

Once lodged, a caveat is notice to all who search the title to the land against which it is registered and to the registered proprietor of the land (to whom notice of its receipt is given pursuant to s 142) that the caveator claims the estate or interest the subject of the caveat. It is both a warning to the persons

1 Minute of 23 March 2017 at [6], minute of 23 May 2017 at [1].

2      Holt v Anchorage Management Ltd [1987] 1 NZLR 108 (CA) at 113.

mentioned that the caveator asserts rights against the land and a protection of those rights. (Section 143(1) uses the phrase "protected by the caveat".) Once the caveat is lodged the Registrar is prohibited from making any entry on the register which has the effect of charging or transferring or otherwise affecting the estate or interest protected by the caveat (s 141).

[9]      In caveat applications under ss 143, 145 and 145A of the Land Transfer Act, the caveator generally has the onus of showing a reasonably arguable case for the interest claimed.  The interest must come within s 137(1) of the Act:

137      Caveat against dealings with land under Act

(1)       Any person may lodge with the Registrar a caveat in the prescribed form against dealings in any land or estate or interest under this Act if the person—

(a)       claims to be entitled to, or to be beneficially interested in, the land or estate or interest by virtue of any unregistered agreement or other instrument or transmission, or of any trust expressed or implied, or otherwise; or

(b)       is  transferring the  land  or estate  or  interest  to  any other person to be held in trust.

[10]     A personal or contractual right is not enough.   The caveator must show an entitlement to a beneficial interest in the land under the caveat.3    Something more than a potential or future interest is required.

[11]     Caveat applications are summary and are therefore not suitable for deciding disputed questions of fact.   On the other hand, the court is not required to accept uncritically as raising a dispute of fact which calls for further investigation, every statement in an affidavit, however equivocal, lacking in precision, inconsistent with undisputed contemporary documents or other statements by the same deponent or inherently improbable it may be.   For a caveat to be removed, it must be patently clear that the caveat cannot stand either because there was no ground for lodging it at the outset or because any such ground no longer exists.  In addition, the court has a residual discretion not to uphold a caveat but that is exercised cautiously, as when the caveat could serve no useful purpose or alternative safeguards are available.   That

aside, balance of convenience considerations do not apply, once a caveatable interest

3Guardian Trust and Executors Company of New Zealand, Limited v Hall [1938] NZLR 1020 (CA) at 1025; Philpott v NZI Bank Ltd (1989) 1 NZ ConvC 190,246 (CA).

is established.  In Pacific Homes Ltd (in rec) v Consolidated Joineries Ltd the Court of Appeal said:4

We are of the view that in the dictum in Sims v Lowe Somers and Gallen JJ were concerned with the situation which was then before the Court and were not putting their minds to a situation in which there is no practical advantage in maintaining a caveat lodged by someone who could properly claim a caveatable interest. In such circumstances the Court retains a discretion to make an order removing the caveat, though it will be exercised cautiously. An order will be made for removal only where the Court is completely satisfied that the legitimate interests of the caveator will not thereby be prejudiced. If, on the facts of a case, it can be seen that the caveator can have no  reasonable  expectation  of  obtaining  benefit  from  continuance  of  the caveat in the form of the recovery of money secured over the land or specific performance of an agreement or if the caveator's interests can be reasonably accommodated in some other way, such as by substituting a fund of money under the control of the Court, then it may be appropriate for the caveat to be removed notwithstanding that the right to the claimed interest is undoubted.

[12]     To establish a reasonably arguable case there must be evidence tending to prove the facts relied on.  Assertion, whether in pleadings or affidavit, is not enough.  The evidence need not be as extensive as that given in a hearing on the substantive merits.  It may be circumstantial.  But if there is no evidence to prove the facts contended for, the caveator will not have made out a reasonably arguable case for those facts.   As a qualification to the reasonably arguable standard, where there are allegations of fraud

or other reprehensible conduct, it is necessary to show a prima facie case.5

The allegations against Mr Hodgins

[13]     Accountants for the Blundell entities have investigated the movement of funds from Blundell bank accounts into accounts in the name of Mr Hodgins. Their investigations are not complete because they have not had access to all bank statements.  There are three ASB Bank accounts:

[a]      12-3031-0375570-50,   a   savings   account   in   the   name   of

Mr Hodgins and his daughter Jazmin (the joint account);

4      Pacific Homes Ltd (in rec) v Consolidated Joineries Ltd [1996] 2 NZLR 652 (CA) at 656.

5      Schmidt v Pepper New Zealand (Custodians) Ltd [2012] NZCA 565 at [15], followed in Trustees Executors Ltd v Steve G Ltd [2013] NZHC 16 at [63]-[66], Paugra Holdings Ltd (in liq) v Harvestfield Holdings Ltd [2013] NZHC 1297 at [78] (overturned on appeal, but not on this point: Paugra Holdings Ltd (in liq) v Harvestfield Holdings Ltd [2014] NZCA 164, (2014) 15

NZCPR 227); S and S Ltd v XYZ Ltd [2016] NZHC 26 at [6]; and Virtual Spectator v Rothlander

[2016] NZHC 499 at [10].

[b]       12-3031-0604070-50,    a    savings    account    in    the    name    of

Mr Hodgins (the savings account);

[c]       12-3031-0604070-57,    a    cheque    account    in    the    name    of

Mr Hodgins (the cheque account).

[14]     The Blundell entities say that the $186,392.39 they are suing Mr Hodgins for is made up as follows:6

[a]       $41,972.50 removed from Blundell Concrete Ltd’s account and

paid into the joint account;

[b]      $7,611.00  removed  from  Blundell  Concrete  Ltd’s  account  and paid into Mr Hodgins’ cheque account;

[c]       $67,715.00 paid from Ms Haronga’s bank account;

[d]      $61,755.39 removed from Mr Blundell’s personal account into the

joint account;

[e]      $2,400.00   removed   from   Blundell   Concrete   Products   Ltd’s account  into  the  account  in  the name  of  Mr Hodgins  and  his daughter.

[15]     Blundell Concrete Ltd has put in evidence redacted copies of its bank statements  showing  deductions  from  its  account  and  bank  statements  of Mr Hodgins showing some of those payments credited to his accounts.

[16]     For this decision, only the $41,972.50 paid into the joint account and the

$7,611.00 paid into Mr Hodgins’ cheque account are in issue.   For [c] above,

while  Blundell  Concrete  Ltd  has  shown  that  there  were  payments  from

Ms Haronga’s  own  bank  account  (38-9016-0799241-00),  that  are  marked

6           These do not add up to $186,392.39, but the point does not matter for this decision.

“Pay Richy”  in  her  bank  statements,  destination  bank  statements  are  not available.  It accepts that at this stage it cannot show that Mr Hodgins received those payments.  Blundell Concrete Ltd cannot claim for money taken from Mr Blundell’s own account, [d] above, or from the account of Blundell Concrete Products Ltd, [e].   Accordingly, the total sums in issue for this decision are

$49,583.50.  Blundell Concrete Ltd has shown an arguable case for payments of those amounts from its bank accounts into the joint account and Mr Hodgins’ own bank accounts.  There is no suggestion that Mr Hodgins had any entitlement to receive payments from Blundell Concrete Ltd.  It is also arguable for Blundell Concrete Ltd that Ms Haronga arranged for those payments without any authority given by Blundell Concrete Ltd.  She had control of the Blundell bank accounts. Mr Hodgins did not submit that she did not make the payments.

[17]     I note one aspect relevant to tracing arguments that will come up later. Sums totalling $7,611.00 from Blundell Concrete were paid into Mr Hodgins’ bank account between 12 and 15 January 2016.  Before the first of the payments was made, the account was in overdraft.  After the last payment, the account went into overdraft again.  Mr Hodgins’ next mortgage repayments were made later, when the account was in credit again and before any payments by Blundell Concrete Ltd were received.

[18]     For the payments into the joint account, Blundell Concrete Ltd says that payments beginning on 13 April 2015 and ending on 14 December 2015 totalling

$41,972.50 were made without its authority.  The destination bank account was the joint account 12-3031-0375570-050.  It has, however, put in evidence copies of bank statements of the joint account only for the months of September and December 2015.   The payments received by Blundell Concrete Ltd shown in those bank accounts total $12,472.80.  Blundell Concrete Ltd has also shown that for those months, after payments from it were deposited into the joint account, there were transfers to Mr Hodgins’ savings and cheque accounts.

[19]     Mr Hodgins works for Fonterra.  He says that he has had the same job for over 13 years.   He arranges his budget so that there is no need to check his accounts constantly.   His wages of around $2,000 per fortnight  go in  every

second Tuesday night, and his mortgage repayments, car repayments and insurances totalling about $1,700.00 come out every Thursday.  That leaves him round $300.00 a fortnight for petrol and work lunches.  Ms Haronga’s earnings covered the remainder of the household expenses such as power, groceries and day care.  He and Ms Haronga each had a bank debit card.  His had number 2201 and hers 2738.  He allowed her to operate his accounts so that she could pay bills. He was not aware that she was stealing money from the Blundell entities until he put his property on the market and found that Blundell Concrete Ltd had lodged a caveat against the title.

[20]     In support of his case, Mr Hodgins can point to transactions on the bank statements consistent with his defence.   Transactions involving his card 2201 appear to involve day-to-day living purchases, whereas transactions on card 2738 are generally for larger round sums.   Mr Hodgins identifies some of these as payments to online gambling sites.

[21]     There is support for his defence in this dictum of Gibbs CJ in National

Commercial Banking Corporation of Australia Ltd v Batty:7

Where, because of the action of a servant or agent acting outside the scope of his authority, or for that matter because of the action of a complete stranger, money has been paid into the account of the defendant, who has technically received it, although he is quite unaware of that fact, and the money is then misappropriated,   still   without   the   knowledge   or   intervention   of   the defendant, there seems to be no reason in justice or equity why the defendant should be answerable for the money simply because theoretically he had the means of knowing that the money was in the account.  In principle, in those circumstances, the defendant ought not to be liable unless, before the money was  misappropriated,  he  knew  or  ought  to  have  known  that  he  had possession or control of it.  In other words, where the defendant has not had the benefit of the money, has not played any part in disposing of it, and was ignorant of the fact that it was theoretically under his control, he should not be liable in the absence of fault on his part.

[22]     Mr Hodgins may be able to argue that while he authorised Ms Haronga to operate his accounts to pay bills, he did not authorise her to pay misappropriated funds into or out of accounts in his name.   He may also be able to argue that

simply having the means to find out whether unauthorised payments were made

7      National  Commercial  Banking  Corporation  of  Australia  Ltd  v  Batty  [1986] HCA 21, (1986) 168 CLR 251 at 268.

into his account is not sufficient fault to make him liable.8    Those matters are, however, for trial.

[23]     At this stage, Blundell Concrete Ltd has established an arguable case for liability for the causes of action in money had and received and knowing receipt. Mr  Hodgins’  defences  are  a  matter  for  trial.    On  the  other  hand,  Blundell Concrete Ltd’s claim for dishonest assistance requires proof of dishonesty.9    At this stage there is not enough evidence to suggest a real case for actual dishonesty by Mr Hodgins.

[24]     A claim for personal liability for receiving embezzled funds is not enough to give a caveatable interest in Mr Hodgins’ Maramarua property.10      Blundell Concrete Ltd’s case is that it can trace the funds taken from its account into payments from Mr Hodgins’ cheque account to repay the mortgage on his house. That is the basis for its constructive trust claim.

[25]     I accept that an equitable interest may arise where misappropriated funds belonging to Blundell Concrete Ltd have been used to make payments under Mr Hodgins’ mortgage to the ASB Bank.  Mr Clark responsibly cited The Fish Man Ltd (in liq) v Hadfield where Fogarty J rejected a claim for a constructive trust where the funds taken from a company had been used towards payment of a director’s mortgage debt.11     He held that tracing was available only to follow funds into assets acquired with misappropriated funds.   With great respect to Fogarty J, it does not appear that any submission was made that equity would

recognise an interest in property arising from subrogation as a way of preventing unjust enrichment.

[26]     Since the decision of the House of Lords in Banque Financière de la Cité v  Parc  (Battersea)  Ltd,  it  has  been  routine  to  note  the  distinction  between

8      See Heperu Pty Ltd v Belle [2009] NSWCA 252 (2009) 76 NSWLR 230 at [72]-[80].

9      Royal Brunei Airlines Sdn Bhd v Tan [1995] 2 AC 378 (PC) at 389.

10     See New Zealand Limousin Cattle Breeders Society Inc v Robertson [1984] 1 NZLR 41 (CA) where the caveator could not show an arguable case for embezzled funds giving an interest in property.

11     The Fish Man Ltd (in liq) v Hadfield [2016] NZHC 1750.

subrogation arising under contract and subrogation as an equitable remedy to reverse or prevent unjust enrichment.  Lord Hoffmann noted:12

But I think it should be recognised that one is here concerned with a restitutionary remedy and that the appropriate questions are therefore, first, whether the defendant would be enriched at the plaintiff’s expense; secondly, whether such enrichment would be unjust; and thirdly, whether there are nevertheless reasons of policy for denying a remedy.

[27]     In   Boscawen   v   Bajwa,   Millett   LJ   showed   that   subrogation   is   a restitutionary remedy directed at one particular form of enrichment that is based on general principles that apply in other cases of enrichment:13

If the plaintiff succeeds in tracing his property, whether in its original or in some changed form, into the hands of the defendant, and overcomes any defences which are put forward on the defendant’s behalf, he is entitled to a remedy.  The remedy will be fashioned to the circumstances.  The plaintiff will generally be entitled to a personal remedy; if he seeks a proprietary remedy he must usually prove that the property to which he lays claim is still in the ownership of the defendant.  If he succeeds in doing this the Court will treat the defendant as holding the property on a constructive trust for the plaintiff and will order the defendant to transfer it in specie to the plaintiff. But this is only one of the proprietary remedies which are available to a court of equity.  If the plaintiff’s money has been applied by the defendant, for example, not in the acquisition of a landed property but in its improvement, then the court may treat the land as charged with the payment to the plaintiff of a sum representing the amount by which the value of the defendant’s land has been enhanced by the use of the plaintiff’s money. And if the plaintiff’s money has been used to discharge a mortgage on the defendant’s land, then the court may achieve a similar result by treating the land as subject to a charge by way of subrogation in favour of the plaintiff.

[28]     The  subrogation  remedy  does  not  mean  that  the  successful  plaintiff actually acquires the creditor’s interest in a property. Instead he obtains a new and independent equitable charge which replicates the creditor’s old interest. Lord Hoffmann explained in Banque Financière de la Cité:14

When  judges  say  that  the  charge  is  "kept  alive"  for  the  benefit  of  the plaintiff, what they mean is that his legal relations with a defendant who would otherwise be unjustly enriched are regulated as if the benefit of the charge had been assigned to him.

12     Banque Financière de la Cité v Parc (Battersea) Ltd [1999] 1 AC 221 (HL) at 234.

13     Boscawen v Bajwa [1996] 1 WLR 328 (CA) at 334-335.

14     Banque Financière de la Cité v Parc (Battersea) Ltd [1999] 1 AC 221 (HL) at 236.

[29]     The equitable charge arises on the discharge of the secured creditor’s

debt, independently of any court order. So Millett LJ said in Boscawen v Bajwa:15

Nor, in my judgment, is there any justification for the proposition that the Abbey National's right to be subrogated to the Halifax's charge did not arise until the court made the necessary order. The order merely satisfied a pre- existing equity. The Abbey National's equity arose from the conduct of the parties. It arose at the very moment that the Halifax's charge was discharged, in whole or in part, with the Abbey National's money. It arose because, having regard to the circumstances in which the Halifax's charge was discharged, it would have been unconscionable for Mr Bajwa to assert that it had been discharged for his benefit. At law, Mr. Bajwa became the owner of an unencumbered freehold interest in the property; but he never did, even for an instant, in equity.

Because the charge arises immediately as a matter of equity, rather than only on a court order, it is a property interest that may be protected by caveat under s 137 of the Land Transfer Act.  Courts have recognised that subrogation claims may be made where misappropriated funds or funds paid out without authority are

applied to pay off secured debts.16

[30]     There is a drafting point.  Strictly the interest arising under subrogation as described above is an equitable charge rather than a constructive trust, as claimed in the caveat.  Given the liberal approach to loosely-drafted caveats, as seen in the Court of Appeal’s decision in Zhong v Wang, I would not rule against the caveat in this case because of this misnomer.17    Mr Hodgins has not been prejudiced.  He has understood that Blundell Concrete is claiming an interest in the Maramarua property because it alleges that its money funded his loan repayments.   If I were to rule against Blundell Concrete on the drafting point, I would give leave for a second caveat under s 148 of the Land Transfer Act.18

[31]     The ASB Bank had a mortgage registered against the Maramarua property

securing three loans.  Blundell Concrete has put in evidence parts of Mr Hodgins’

bank  statements  showing  reductions  in  principal  over  the  relevant  period  of

15     Boscawen v Bajwa [1996] 1 WLR 328 (CA) at 432.

16     Scotlife Homes Loans (No 2) v Melinek (1999) 78 P & CR 389 (EWCA), Gertsch v Atsas [1999] NSWSC 898; Primlake Ltd (in liq) v  Matthews Associates [2006] EWHC 1227 (Ch); and

National Australia Bank Ltd v Rusu [2001] NSWSC 32.

17     Zhong v Wang (2006) 7 NZCPR 488 (CA).

18     For examples of s 148 used to cure drafting errors, see Ball v Fawcett [1997] 1 NZLR 743 (HC);

Cube Building Solutions Ltd v Kingloch Holdings Ltd HC Christchurch, CIV-2009-409-935,
15 October 2010; and Sunrise 9 Trustees Ltd v North Shore Aero Club Inc [2017] NZHC 1794.

Ms Haronga’s  misappropriations  between  May  2015  and  the  beginning  of February 2016.   A page from a bank statement of August 2015 shows that the total amount secured by the mortgage was $344,171.62.   Another statement of March 2016 shows total borrowings of $341,039.41, a reduction of principal of

$3,132.21.  Mr Clark advised that the total payments of interest and principal up to 5 February 2016 amounted to $19,256.48.

[32]     For those payments to be enrichment of Mr Hodgins at the expense of Blundell Concrete Ltd, it has to be able to follow the funds from its bank account to the ASB Bank.  At this stage, there is not a clear enough documentary trail to say conclusively that money Ms Haronga stole from Blundell Concrete Ltd was used to pay the mortgage on Mr Hodgins’ house.   That is primarily because Blundell Concrete Ltd has not yet obtained enough bank statements to show the flow  of  funds.    In  the  substantive  proceeding,  Mr  Hodgins  has  not  made discovery.   He was  required to file and  serve an affidavit of documents by

11 August 2017.   I directed him to include bank statements in that affidavit.19

I could   hardly  rule  against   Blundell   Concrete   Ltd   on   this   aspect   when

Mr Hodgins has not provided documents which it requires to prove its case.

[33]     Tracing Blundell Concrete Ltd’s funds will not be straightforward.  The joint  account  and  Mr Hodgins’  own  personal  accounts  had  mixed  funds. Mr Hodgins contributed to them as well as Blundell Concrete.   The ability to trace may turn in part on Mr Hodgins’ knowledge.20   If he knew his accounts held Blundell funds, he may be held to have dissipated his own money before he spent Blundell funds, so that Blundell Concrete may be able to claim that its money went towards loan repayments.  It may be otherwise if Mr Hodgins was innocent. And if the cheque account went into overdraft at relevant times, some loan

repayments may be immune from a tracing claim, as may be the case with the payments in January 2016 in [17] above.21    The tracing claim will also have to

deal with Mr Hodgins’ case that he arranged his budget so that his wages were

19     My minute of 23 May 2017 at paras [4] and [6] in the 398 proceeding .

20     See Andrew Butler and others Equity and Trusts in New Zealand (2nd ed Thomson Reuters, Wellington 2009) at 35.3.3 and 35.3.5.

21     Re Registered Securities Ltd [1991] 1 NZLR 545 (CA) at 554.

paid into the account two days before the mortgage payments were due and ensured that his wages paid the loans.

[34]     Those are matters for trial.   At this stage, on the limited information available, I cannot say that Blundell Concrete Ltd’s tracing claim is doomed, although it does seem to be very modest, no more than $19,256.48.   Because Blundell Concrete Ltd has an arguable claim to trace its funds into mortgage repayments made by Mr Hodgins, an arguable equitable charge arises by way of subrogation.  A caveatable interest is established to that extent only.

The application for a pre-judgment charging order

[35]     Under r 17.40 of the High Court Rules, a charging order charges the estate right or interest of the liable party in the property with payment of the amount for which the liable party may obtain or has obtained judgment.  Rule 7.41 says:

17.41    Leave to issue charging order

Leave to issue a charging order before judgment may be granted only on proof that the liable party, with intent to defeat either his or her creditors or the entitled party or both,—

(a)       is  removing,  concealing,  or  disposing  of  the  liable  party’s

property; or

(b)       is absent from or about to leave New Zealand.

Jurisdiction

[36]     There is a jurisdiction question whether an associate judge can give leave under r 17.41.  As a matter of practice, the Registrar tends not to put applications under r 17.41 before associate judges.  This application has come before me only because it was included as an alternative to the application to sustain the caveat, a

matter in an associate judge’s court jurisdiction.22   An application for a charging

order is decided on its own merits, independently of the caveat application.  It is

22     Senior Courts Act 2016, s 20(1)(e).

therefore not within an associate judge’s ancillary powers under s 21 of the

Senior Courts Act 2016.

[37]     An application under r 17.41 is an interlocutory application under Part 7 subpart 2 of the High Court Rules and is heard in chambers.23   An associate judge has the jurisdiction and powers of a judge in chambers.24    That is subject to the qualification that an associate judge does not have jurisdiction and powers over matters specified in s 22(4) of the Senior Courts Act.  That section says:

22Rules conferring on Associate Judges specified jurisdiction and powers of High Court Judge in chambers

(1)       Rules made under section 148 and rules made under any other Act in the manner provided in that section may confer on an Associate Judge the jurisdiction and powers of a High Court Judge in chambers specified in the rules.

(2)       The rules may specify limitations and restrictions on the jurisdiction and powers.

(3)       The  rules  may  contain  any provisions  that  may  be  necessary  to enable the proper exercise by Associate Judges of the jurisdiction and powers so conferred.

(4)       Despite  subsection  (1),  no  rules  may  be  made  that  confer  on Associate Judges jurisdiction and power in relation to any of the following:

(a)      a criminal proceeding other than an uncontested application for bail or an application to set aside a witness summons:

(b)     an application for a writ of habeas corpus:

(c)     a  proceeding  for  the  issue  or  renewal  of  a  writ  of sequestration:

(d)     a proceeding under the Care of Children Act 2004: (e)        an action in rem under the Admiralty Act 1973:

(f)     an application to review, or appeal against, the exercise, or the refusal to exercise, by a Registrar or a Deputy Registrar of any jurisdiction or power conferred on a Registrar or

Deputy Registrar by this Act or any other enactment:

23     High Court Rules, r 7.34.

24     Senior Courts Act 2016, s 22; High Court Rules, r 2.1(1).

(g)     an application for a search order or an interlocutory or a permanent injunction:

(h)     an application for review or other relief under the Judicial

Review Procedure Act 2016:

(i)     a  proceeding  for  a  writ  or  an  order  in  the  nature  of mandamus, prohibition, or certiorari, or for a declaration or an injunction:

(j)     a proceeding to remove a person from public office:

(k)     a proceeding to try the right of a person to hold public office.

[38]     An application for a pre-judgment charging order does not come within s 22(4).  In particular, it does not come under s 22(4)(g).  It is not a search order and it is not an application for an injunction.   Whereas an injunction (whether interlocutory or permanent) compels or restrains action by a person, a charging order imposes a charge against an interest in property.  Accordingly an associate judge has jurisdiction to make orders under r 17.41 of the High Court Rules.  In

McKay v 314 Maunganui Road Ltd,25  it appears to have been accepted that an

associate judge had jurisdiction under r 567 of the former High Court Rules, the predecessor to r 17.41.   In this respect the limits on rules for associate judges’ chambers jurisdiction under the Judicature Act 1908 and the Senior Courts Act

2016 are the same, despite drafting differences.26

Merits of the application for pre-judgment charging order

[39]     In McKay v 314 Maunganui Road Ltd, Keane J said of the rule:27

[24]      … Once an action is begun it enables a party, usually the plaintiff, to secure from disposal any property in issue before the merits are gone into and any judgment given.   To obtain the benefit of the rule, a claimant need not show a serious question to be tried or that he or she is favoured by the balance of convenience and justice overall, but must satisfy a test that is equally stringent.

[25]      To obtain an order the claimant must show, obviously enough, that the party who controls the asset is about to do something that will

25     McKay v 314 Maunganui Road Ltd HC Auckland, CIV-2007-404-7434, 30 April 2008.

26     The relevant provision under the Judicature Act is s 26J(3) and (4) (repealed).

27     McKay v 314 Maunganui Road Ltd HC Auckland, CIV-2007-404-7434, 30 April 2008 at [24].

defeat his or her claim. But that this will be the effect is not enough. Not every such disposal qualifies. The one who has the property must be proved to have a particular intent. Not just an intent to dispose of the property but an ‘intent to defeat’ the claim and to do so by ‘making away’ with the property.   In short an intent to act illegitimately.28

[40]     In  Hammond  Land  Holdings  Ltd  v  Elders  Pastoral  Ltd  the  Court  of Appeal made the point that a pre-judgment charging order cannot be made simply to secure a fund to satisfy a judgment.29    That however appears to be Blundell Concrete Ltd’s purpose in seeking the charging order.  Mr Blundell deposes:

Instead he appears determined to remove the caveat (I understand that he wishes to sell his property) which would seriously impede the ability for the plaintiffs to trace and return funds.  It is for this reason that I am seeking a charging order in respect of all funds which have been misappropriated from the bank accounts of either the Applicant, Blundell Concrete Products Ltd and myself personally.   This is especially so if it is not accepted that the applicant has a caveatable interest against the respondent’s property.

Blundell Concrete Ltd relied on Mr Hodgins listing his property for sale to prove its case under r 17.41.

[41]     In his submissions, Mr Hodgins explained that the Maramarua property has a rating value of about $645,000.  He has debts of about $490,000 including a

$400,000 debt to a bank secured by mortgage.  He works at Fonterra’s Takanini plant.  It is inconvenient for him to travel from Maramarua to work every day. He tried to sell the property so as to clear his liabilities.  He lives with his brother in Clevedon. He has been in stable employment throughout.

[42]    I have dealt with Mr Hodgins in two face-to-face case management conferences  in  CIV-2015-404-398  as  well  as  in  this  proceeding.    He  comes across as guileless.  His interests are not aligned with Ms Haronga.

[43]     Blundell  Concrete  Ltd  has  not  satisfied  me  that  Mr  Hodgins  put  his

Maramarua property on the market with intent to defeat the Blundell entities or to

28     Authorities  cited  included  Foodstuffs  (Auckland)  Ltd  v  Brown  HC Auckland,  M1117/998,

17 August  1998;  Hieber  v  Commissioner  of  Inland  Revenue  [2000] 3 NZLR 718 (HC);
Commissioner of Inland Revenue v Skudder HC Auckland, CIV-2006-404-5287, 11 October
2007; Jawa Decorators Ltd v Brancikova HC Auckland CIV-2003-404-757, 23 February 2004;

and Hammond Land Holdings Ltd v Elders Pastoral Ltd (1989) 2 PRNZ 232 (CA).

29     Hammond Land Holdings Ltd v Elders Pastoral Ltd (1989) 2 PRNZ 232 (CA) at 234.

defeat his creditors generally.  It has not shown that I cannot accept Mr Hodgins’ explanation for selling the property – to clear his debts.  In these circumstances, the grounds for making a charging order before judgment have not been made out.  The application for leave to issue a charging order is accordingly dismissed.

Outcome

[44]     The application to sustain the caveat is successful, but I note that the maximum amount of Blundell Concrete Ltd’s subrogation claim is $19,256.48, being the amounts  of the loan repayments  made by Mr Hodgins  during the relevant period of Ms Haronga’s embezzlements.  While Blundell Concrete Ltd has an arguable case that some of the money stolen by Ms Haronga funded those loan payments, I stress that at present the case for Blundell Concrete Ltd’s claim is only circumstantial and that Mr Hodgins appears to have arguable defences.

[45]     Whether Blundell Concrete Ltd will be able to prove its subrogation claim for all the payments made up to February 2016 will require a careful examination of the bank statements showing the flow of funds from Blundell Concrete Ltd through Mr Hodgins’ accounts to the ASB Bank.   For that, complete bank statements will be required.   Blundell Concrete Ltd has obtained some bank statements.  In the substantive proceeding, Mr Hodgins was required to disclose all his bank statements.   So far, he has not done so.  At the hearing, Mr Clark indicated that the plaintiffs in proceeding 398 may apply for non-party discovery from the ASB Bank.  On non-party discovery applications, applicants typically pay the costs of the non-party making discovery.   That will be an extra cost incurred  by  the  Blundell  plaintiffs  that  they  would  not  have  incurred  if Mr Hodgins had made discovery properly at the outset.

[46]     I believe that Mr Hodgins’ failure to make discovery properly is because of his inexperience in the procedures of this court and his lack of representation. He should understand that not having a lawyer not only places him at a disadvantage but is also creating difficulties for the Blundell plaintiffs.   There may  be  costs  consequences  for  not  making  discovery  properly.    As  before, I strongly encourage him to obtain legal representation.

[47]     At present, Blundell Concrete Ltd’s caveat stops Mr Hodgins selling his Maramarua property.  It is, however, open to the court to remove the caveat in its discretion if Blundell Concrete Ltd can be otherwise secured.  As the maximum amount of Blundell Concrete Ltd’s subrogation claim is $19,256.48, Blundell Concrete Ltd can have no complaint about the sale of the property so long as the amount of its claim (plus a reasonable allowance for interest) is secured.  That would be an appropriate exercise of the discretion under  Pacific Homes Ltd

(in rec) v Consolidated Joineries Ltd.30     I encourage Mr Hodgins to get legal

advice if he wants to sell the property with the caveat removed and part of the proceeds held by a stakeholder in substitution.

[48]     It is a standard requirement on caveat decisions to require the caveator to take a substantive proceeding with due diligence to establish the interest claimed in the caveat.  The Blundells’ proceeding is well advanced.  A hearing date has been fixed.  The statement of claim does not however seek any relief in respect of the Maramarua property.  That will need to be added.

[49]     I make these orders:

[a]      Caveat 1687623.1 registered against the land in identifier 314201 shall not lapse pending further order of the court, but leave is reserved to apply for the caveat to be removed if the property is to be sold and an amount to cover Blundell Concrete Ltd’s subrogation claim is otherwise secured pending the final hearing of CIV-2016-404-398.

[b]      In CIV-2016-404-398 the statement of claim is to be amended to include  a  claim  for  the  equitable  interest  in  the  Maramarua property claimed in the caveat.

[c]       The application for a charging order before judgment is dismissed.

30     Pacific Homes Ltd (in rec) v Consolidated Joineries Ltd [1996] 2 NZLR 652 (CA).

[d]      Mr Hodgins is to pay Blundell Concrete Ltd costs on the caveat application.  If the parties cannot agree costs, memoranda may be filed and I will decide costs on the papers.

[e]       Leave is reserved to apply for further directions.

……………………………...........

Associate Judge R M Bell

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