Estate of Ngaira

Case [2025] NZHC 2280


IN THE HIGH COURT OF NEW ZEALAND WELLINGTON REGISTRY

I TE KŌTI MATUA O AOTEAROA TE WHANGANUI-A-TARA ROHE

CIV-2025-485-000447

[2025] NZHC 2280

IN THE MATTER OF Section 14 of the Wills Act 2007

IN THE MATTER OF

The estate of CHRISSIE NGAIRA, formerly of Auckland, latterly of Christchurch,

Retired, Deceased

IN THE MATTER OF

an application by JASON KEWENE

ALLAN of Oxford, Canterbury, Translator, for an order that a document be declared a valid will of the deceased CHRISSIE NGAIRA, formerly of Auckland, latterly of Christchurch, Retired

Hearing: (On the papers)

Counsel:

B J Fuller for Applicant

Judgment:

12 August 2025


JUDGMENT OF LA HOOD J


[1]                 Jason Allan (the applicant) applies for an order that a draft will of his mother, Chrissie Ngaira, be declared a valid will under s 14 of the Wills Act 2007 (the Act).

Background

[2]                 Ms Ngaira died on 21 May 2025. She executed a will on 14 July 2016 that appointed her husband, Jason Cooper, as executor and disposed of her entire estate to Mr Cooper.

RE ESTATE OF C NGAIRA [2025] NZHC 2280 [12 August 2025]

[3]                 The application  is  supported  by  affidavit  evidence  from  the  applicant, Mr Cooper and Amelia Spinks, former  solicitor  at  Sutcliffe  Matson  Law,  who  Ms Ngaira instructed to prepare a new will (the draft will).

[4]                 The evidence establishes that Ms Ngaira and Mr Cooper instructed Ms Spinks to prepare mutual wills in 2022. Drafts wills were prepared and sent to Ms Ngaira by email, along with will signing instructions. However, the wills were not signed by either Ms Ngaira or Mr Cooper prior to Ms Ngaira’s death. Ms Ngaira was diagnosed with motor neuron disease around the time of instructing Ms Spinks to prepare the draft wills. Mr Cooper explains that they were unable to attend Sutcliffe Matson’s offices to execute the wills due to Ms Ngaira’s illness, and shortly after the wills were drafted, the couple moved from Auckland (where Sutcliffe Matson’s offices are located) to Canterbury.

[5]                 Mr Cooper believes Ms Ngaira received but did not properly read the email containing the will signing instructions. He believes Ms Ngaira thought that the wills had been completed and nothing further needed to be done. He says her medical condition affected her ability to focus on tasks and this may have contributed to her not properly reading the email containing the will signing instructions. He states that Ms Ngaira gave no indication to him that she was unhappy with the wills that had been drafted and that he considers the unsigned will to be Ms Ngaira’s last will. He has also not signed his draft will as he was unaware that he needed to do anything further, but is now making arrangements to sign it. The estate comprises Westpac bank accounts and a mobility van, with a total value of approximately $70,000.

[6]                 There are limited differences between the executed will and draft will. The draft will appoints the applicant as executor (as opposed to Mr Cooper), but still disposes of the entire estate to Mr Cooper. The other difference is that it is drafted as a mutual will (meaning disposition of the estate to Mr Cooper is made on terms mutual to those contained in Mr Cooper’s contemporaneous draft will).

The law

[7]                 This Court has the power under s 14 of the Act to validate a document that appears to be a will, does not comply with s 11 of the Act and came into existence in

or out of New Zealand, if it is satisfied that the document expresses the deceased person’s testamentary intentions.

[8]                 In making its determination as to whether to validate the document, the Court may consider the document, evidence regarding the signing and witnessing of the document, evidence about the deceased person’s testamentary intentions, and evidence of statements made by the deceased person.

[9]                 The Court should give full vent to the purpose of s 14 to validate documents that plainly express the deceased’s testamentary intentions. The exercise of the power is concerned with substance over form and a robust approach is required.1

Decision

[10]              I am satisfied that those who have an interest in this application have been properly notified and there is no opposition to it.

[11]              In terms of the other requirements of s 14, the draft will is a document that appears to be a will and does not comply with s 11 of the Act as it was not signed and witnessed as required.

[12]              The evidence is clear that Ms Ngaira and Mr Cooper intended to finalise their draft wills, but the failure to do so was an oversight. This was likely caused by a combination of the difficulties with attending  Sutcliffe  Matson’s  offices  due  to Ms Ngaira’s illness, Ms Ngaira likely misunderstanding the will signing instructions (also due to her illness) and  the  couple  moving  from  Auckland  to  Canterbury. Mr Cooper’s evidence that he considers the draft will to be Ms Ngaira’s final will, and the limited differences between her executed 2016 will and the draft will, favour validation, despite the three years that passed between the draft will being prepared and her death.


1      Mihinui v Bowman [2021] NZHC 1991 at [19]–[20]; citing Re Estate of Campbell [2014] NZHC 1632, [2014] 3 NZLR 706 at [11], and Re Estate of Feron [2012] NZHC 44, [2012] 2 NZLR 551 at [11].

[13]              I am therefore satisfied the draft will expresses Ms Ngaira’s testamentary intentions. Accordingly, I make an order declaring valid the draft will annexed as Exhibit “AS-2” to the affidavit of Ms Spinks dated 13 June 2025.

La Hood J

Solicitors:

Sutcliffe Matson Law, Auckland for Applicant

Details
AGLC
Estate of Ngaira [2025] NZHC 2280
Case
[2025] NZHC 2280
Decision Date

CaseChat Overview and Summary

In the High Court of New Zealand, Jason Allan applied for an order to validate a draft will as the final testament of his mother, Chrissie Ngaira. Ms Ngaira passed away on 21 May 2025, having executed a will in 2016 that appointed her husband, Jason Cooper, as executor and bequeathed her entire estate to him. The application was made under section 14 of the Wills Act 2007, seeking to validate a draft will that Ms Ngaira and Mr Cooper had intended to execute but did not complete before her death. The draft will named Mr Allan as executor and still disposed of the estate to Mr Cooper. The application was supported by affidavits from Mr Allan, Mr Cooper, and Amelia Spinks, the solicitor who prepared the draft wills.

The court needed to determine whether the draft will expressed Ms Ngaira’s testamentary intentions, considering it did not comply with the statutory requirements for execution. The court noted that Ms Ngaira and Mr Cooper had intended to finalise their wills but had not done so due to Ms Ngaira’s motor neuron disease, which affected her ability to focus and read the will signing instructions. The court concluded that the draft will, despite not being executed, did indeed express Ms Ngaira’s testamentary intentions based on Mr Cooper’s evidence and the limited differences between the draft and the executed will.

The High Court found in favour of the applicant, declaring the draft will to be valid. The court emphasised the purpose of section 14 to validate documents that plainly express the deceased’s testamentary intentions, applying a robust approach that focused on substance over form. The draft will was declared valid, and the court ordered that it be recognised as Ms Ngaira’s last will.

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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