Estate of BJE

Case [2022] NZHC 1268


IN THE HIGH COURT OF NEW ZEALAND NAPIER REGISTRY

I TE KŌTI MATUA O AOTEAROA AHURIRI ROHE

CIV-2022-441-21

[2022] NZHC 1268

IN THE ESTATE OF BJE (deceased)

AND

BRA and GLL Applicants

Hearing: 31 May 2022

Counsel:

D J O’Connor for Applicants

Judgment:

1 June 2022


JUDGMENT OF CHURCHMAN J [REDACTED]


[1]                   The applicants were appointed executrices in the estate of the late BJE. GLL was BJE’s sister and BRA is GLL’s daughter, and was BJE’s niece.

[2]                   There were two beneficiaries under the Will. The deceased’s daughter, CJL and CJL’s daughter, MA, who is 10 years old.

[3]                   BJE’s wish was for her house to be sold shortly after her death. However, CJL moved into the house shortly before BJE passed away and has refused to vacate the house. CJL apparently has issues with drug use, has a patched gang member living at the house, and there have been several arrests at the house.

[4]CJL has also threatened GLL and BRA.

ESTATE OF BJL [2022] NZHC 1268 [1 June 2022]

[5]                   Probate was granted to GLL and BRA on 12 October 2021 and they have commenced administering the estate. They no longer wish to be executrices as a result of CJL’s behaviour towards them.

[6]                   Because they had commenced administering the estate, an order of the Court is required to remove and replace them.

[7]                   Stephen Peter Lunn (Stephen) is an experienced law practitioner with expertise in the administration of trusts and estates. He has filed an affidavit indicating that he is fully aware of the issues involved in this estate and is willing to be appointed sole executor.

[8]                   The plaintiffs’ application to be released as executrices and replaced by Stephen has been served on CJL. No steps have been taken by her.

Analysis

[9]                   The power to remove an administrator and appoint another person in the place of the removed administrator comes from s 21 of the Administration Act. The Court can exercise its powers under that section when it is expedient to do so.1 The Court has held that the concept of expedience imports considerations of suitability, practicality, and efficiency.2

[10]               I am satisfied that it is expedient that the applicants do not have to endure the stress created by attempting to administer the estate given CJL’s behaviour. I am also satisfied that Stephen has the appropriate expertise to be appointed as sole executor. The orders sought are therefore suitable, practical, and efficient.


1      See Bolton v Bolton [2021] NZHC 2692 at [12]-[16].

2      See Crick v McIlraith [2012] NZHC 1290.

Outcome

[11]               I therefore grant the application removing the applicants as executrices and appointing Stephen as the sole executor in the estate.

Churchman J

Solicitors:
Heaphy & Co, Hastings for Applicants

Details
AGLC
Estate of BJE [2022] NZHC 1268
Case
[2022] NZHC 1268
Decision Date

CaseChat Overview and Summary

The applicants, GLL and BRA, who were appointed executrices of the estate of the deceased BJE, sought the Court's approval to be removed as executrices and to be replaced by Stephen Peter Lunn. BJE's daughter, CJL, has moved into the deceased's house and has refused to vacate it. CJL has also exhibited concerning behaviour, including drug use, and has threatened GLL and BRA. The executrices no longer wish to continue in their roles due to the stress caused by CJL's conduct. Stephen, an experienced law practitioner with expertise in the administration of trusts and estates, has offered to be appointed as the sole executor.

The primary legal issue before the Court was whether it was expedient to remove GLL and BRA as executrices and appoint Stephen in their place. The Court considered the concept of expedience under section 21 of the Administration Act, which includes considerations of suitability, practicality, and efficiency. The Court held that it was expedient to remove the executrices due to the stress they were experiencing and the suitability of Stephen to take over as sole executor.

The Court found that the executrices' removal and replacement by Stephen was suitable, practical, and efficient. The Court was satisfied that the executrices did not wish to continue in their roles due to the stress created by CJL's behaviour. Additionally, the Court was satisfied that Stephen had the appropriate expertise to be appointed as sole executor. Therefore, the Court granted the executrices' application to be removed and Stephen to be appointed as the sole executor.

The Court orders that GLL and BRA be removed as executrices and that Stephen Peter Lunn be appointed as the sole executor in the estate of BJE.

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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