Geoffrey James Bird v The New Zealand Guardian Trust Company

Case [2018] NZSC 9


IN THE SUPREME COURT OF NEW ZEALAND
SC 1/2018
[2018] NZSC 9
BETWEEN

GEOFFREY JAMES BIRD
Applicant

AND

THE NEW ZEALAND GUARDIAN TRUST COMPANY LIMITED
First Respondent

PHILIP ANTONY BIRD
Second Respondent

DAVID ANDREW BIRD
Third Respondent

ALLEN ROGER BIRD
Fourth Respondent

Court:

Elias CJ, William Young and Ellen France JJ

Counsel:

Applicant in person
A J Steele for First Respondent
J M Moran for Second, Third and Fourth Respondents

Judgment:

8 February 2018

JUDGMENT OF THE COURT

AThe applications for leave to appeal are dismissed.

BThe applicant is to pay costs of $2,500 to the second, third and fourth respondents.

____________________________________________________________________

REASONS

  1. In a judgment delivered on 12 July 2017, Gendall J removed the applicant as trustee and executor of his father’s estate and appointed, instead, the first respondent.[1]  The applicant appealed to the Court of Appeal.  Deputy Registrar McGrath declined an application under r 35(6)(c) of the Court of Appeal (Civil) Rules 2005 to dispense with security for costs, and Cooper J dismissed his application to review that decision.[2]  The applicant now seeks leave to appeal against the judgments of Gendall and Cooper JJ.

    [2]Bird v The New Zealand Guardian Trust Company Ltd [2017] NZCA 627.

  2. The testator had five sons (of whom the applicant is one) and they are the beneficiaries under his will.  There is a rift between the applicant and three of his brothers who are the second to fourth respondents to this appeal and who sought his removal in the High Court.  There are two areas of dispute: (a) in respect of the household effects of the testator which were largely disposed of by one of the three brothers; and (b) concerning the steps, if any, which should be taken to implement the wish of the testator that the inscription on the headstone of his late wife should be altered in a particular way.

  3. The reasons why the applicant was removed as trustee and executor are set out in the judgment of Gendall J.  His decision involved the application of orthodox principles to the facts of the case.  The proposed appeal does not raise any issue of public or general importance and there is likewise no appearance of a miscarriage of justice.[3]  And, more generally, there is nothing in the material submitted to suggest that the exacting test for the grant of leave for a leapfrog appeal is satisfied.[4]

    [3]Supreme Court Act 2003, s 13; Senior Courts Act 2016, s 74.

    [4]Supreme Court Act 2003, s 14; Senior Courts Act 2016, s 75.

  4. In his judgment, Cooper J applied the principles established in Reekie v Attorney-General.[5]  There is no question of public or general importance raised by the proposed appeal in respect of his decision and there likewise is no appearance of a miscarriage of justice.

  5. The applications for leave to appeal are accordingly dismissed and the applicant is to pay costs of $2,500 to the second, third and fourth respondents.

Solicitors:
Martelli McKegg, Auckland for First Respondent
Meares Williams, Christchurch for Second, Third and Fourth Respondents


Details
AGLC
Geoffrey James Bird v The New Zealand Guardian Trust Company [2018] NZSC 9
Case
[2018] NZSC 9
Decision Date

CaseChat Overview and Summary

In the Supreme Court of New Zealand, Geoffrey James Bird sought leave to appeal against the decisions of the High Court and Court of Appeal, which had removed him as trustee and executor of his father’s estate. The New Zealand Guardian Trust Company Limited, along with Bird's three brothers, were the respondents. The legal issues at hand were whether the applicant could leapfrog the Court of Appeal to appeal directly to the Supreme Court, and if the removal of Bird as trustee and executor was justified. The court was also required to determine if there was any miscarriage of justice or issues of public importance that warranted a higher court review.

The Supreme Court found that the applicant's appeal did not meet the criteria for a leapfrog appeal, as there was no appearance of a miscarriage of justice or an issue of public importance. The court upheld the decisions of Gendall J and Cooper J, stating that the removal of Bird as trustee and executor was justified based on the orthodox principles applied in the case. The court noted that the applicant had not provided sufficient grounds to warrant an appeal to the Supreme Court. Consequently, the applications for leave to appeal were dismissed, and Bird was ordered to pay costs of $2,500 to his brothers, the second, third, and fourth respondents.

This decision underscores the stringent requirements for leapfrog appeals to the Supreme Court, ensuring that such appeals are reserved for cases of significant public or legal importance. The court’s ruling reinforces the importance of adhering to established legal processes and the principle that appeals should follow the usual appellate pathway unless exceptional circumstances are present. The final orders of the court were that the applications for leave to appeal were dismissed, and Bird was to pay the specified costs to his brothers.

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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