Emery v Thorn

Case [2018] NZHC 436


IN THE HIGH COURT OF NEW ZEALAND AUCKLAND REGISTRY

I TE KŌTI MATUA O AOTEAROA TĀMAKI MAKAURAU ROHE

CIV-2018-404-000389

[2018] NZHC 436

UNDER The Declaratory Judgments Act 1908 and Property (Relationships) Act 1976.

BETWEEN

ELIZABETH EMERY by her Litigation Guardian, DAVID DOMINIC RICE

Plaintiff

AND

LEO HAROLD THORN

First Defendant

TONY JOHN THORN

Second Defendant

Hearing: On the papers

Judgment:

14 March 2018


JUDGMENT OF COURTNEY J


This judgment was delivered by Justice Courtney on 14 March 2018 at 3.00 pm

pursuant to R 11.5 of the High Court Rules Registrar / Deputy Registrar Date………………………

EMERY v THORN [2018] NZHC 436 [14 March 2018]

[1]                 This is an application brought by the plaintiff’s solicitor to have himself appointed her litigation guardian.

[2]                 Under r 4.30 of the High Court Rules an incapacitated person must have a litigation guardian as his or her representative in any proceeding unless the Court orders otherwise. Rule 4.29 defines an incapacitated person as one who:

… By reason of physical, intellectual or mental impairment, whether temporary or permanent, is –

(a)Not capable of understanding the issues on which his or her decision would be required as a litigant conducting proceedings; or

(b)Unable to give sufficient instructions to issue, defend, or compromise proceedings.

[3]                 Under r 4.35 the court may appoint a person as a litigation guardian if it is satisfied that:

(a)The person for whom the litigation guardian is to be appointed as an incapacitated person; and

(b)The litigation guardian –

(i)is ably fairly and competently to conduct the proceedings on behalf of the incapacitated person; and

(ii)does not have interests adverse to those of the incapacitated person; and

(iii)consents to being a litigation guardian.

[4]                 In this proceeding the plaintiff, Elizabeth Emery, seeks a declaration that she was living in a de facto relationship with Sheryl Georgina Thorn, who died in September 2015. The proceedings are related to the proceedings in CIV-2015-485- 607432 in which Ms Emery and one of Ms Thorn’s sons, Leo Thorn, has each applied separately for an order that letters of administration be granted in their favour. That proceeding cannot be determined until the status of Ms Emery’s relationship with  Ms Thorn has been established in the present proceeding.

[5]                 The applicant, David Rice, has acted for Ms Emery since 2014 in this and the related proceedings in which letters of administration are sought. In 2015, Ms Emery executed an enduring power of attorney in favour of Mr Rice. He obtained a capacity

assessment before she executed the document which confirmed that she had capacity to grant the power of attorney.

[6]                 As Ms Emery’s attorney Mr Rice has endeavoured to resolve the issues between Ms Emery and Mr Thorn. No progress has been made, however, and Mr Rice considers that the matter requires determination by the Court. He delayed issuing these proceedings because of his concerns about Ms Emery’s current capacity, ability to give instructions and to understand the nature of any proceedings brought.

[7]                 Mr Rice has provided an affidavit from consultant geriatrician, Dr Sidney Choy, who examined Ms Emery in August 2015 and again in October 2017. Though her general health was satisfactory, Ms Emery suffers from a number of conditions, including dementia. Dr Choy expressed the following views:

… She now lacks capacity to manage her own affairs in relation to property. In my view this represents a total lack of capacity …

The plaintiff is now in the position where she is wholly unable to communicate with understanding her decisions relating to her property and welfare. She now has significant problems with memory and confusion.

… I do not believe that the plaintiff would now be able to understand any legal advice that was given to her, understand the purpose of any proceedings, or foresee the consequences of any order made.

[8]                 Dr Choy also observed that Ms Emery appeared to have a good relationship with Mr Rice.

[9]                 In these circumstances I am quite satisfied that Ms Emery no longer has capacity to manage this litigation. She is incapacitated for the purposes of r 4.29 and that is necessary for a litigation guardian to be appointed.  I am also satisfied that   Mr Rice, as an officer of the court and Ms Emery’s solicitor of some years standing, is the appropriate person to take that role.

[10]I accordingly make the orders sought that:

(a)David Dominic Rice be appointed as the litigation guardian for Elizabeth Emery in the conduct of these proceedings; and

(b)Costs on the application are reserved.


P Courtney J

Details
AGLC
Emery v Thorn [2018] NZHC 436
Case
[2018] NZHC 436
Decision Date

CaseChat Overview and Summary

In the case of Emery v Thorn, the applicant, David Dominic Rice, sought to be appointed as the litigation guardian for Elizabeth Emery, the plaintiff, who was deemed incapacitated and unable to manage her litigation. The dispute arose from the plaintiff's claim for a declaration that she had been in a de facto relationship with Sheryl Georgina Thorn, who had passed away in September 2015. This matter was interconnected with another proceeding where both the plaintiff and one of Sheryl's sons, Leo Thorn, sought an order for letters of administration. The status of the plaintiff's relationship with Sheryl needed to be established before the other proceeding could be determined.

The central legal issues in this case involved the capacity of the plaintiff to manage her litigation and whether David Rice was suitable to act as her litigation guardian. The court had to consider if Elizabeth Emery was incapacitated within the meaning of rule 4.29 of the High Court Rules, and if David Rice met the requirements of rule 4.35 to be appointed as her litigation guardian. The court also needed to assess if Rice's interests were adverse to those of the plaintiff and if he consented to being appointed as her litigation guardian.

The court found that Elizabeth Emery was indeed incapacitated due to her dementia and other conditions, which rendered her incapable of managing her own affairs or understanding legal proceedings. The court was satisfied that David Rice, as the plaintiff's attorney and solicitor, was a fair, competent and suitable person to act as her litigation guardian. The court concluded that Rice's interests did not conflict with those of the plaintiff, and he had consented to the role. Therefore, the court granted the application for David Rice to be appointed as the litigation guardian for Elizabeth Emery in the conduct of these proceedings.

The final orders of the court were that David Dominic Rice be appointed as the litigation guardian for Elizabeth Emery in the conduct of these proceedings, with costs on the application reserved.

Orders

Orders of the court

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Background

Background to the litigation

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Evidence

Evidence Before The Court

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Decision

Reasons for decision

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Ratio Decidendi

Legal Principle Established

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