Moore v McCluskey

Case

[2020] NZHC 164

13 February 2020

No judgment structure available for this case.

IN THE HIGH COURT OF NEW ZEALAND MASTERTON REGISTRY

I TE KŌTI MATUA O AOTEAROA WHAKAORIORI ROHE

CIV-2020-435-1

[2020] NZHC 164

UNDER the Trustee Act 1956 and Part 19 of the High Court Rules 2016

IN THE MATTER OF

the J L and C M McCluskey Family Trust

BETWEEN

JOCELYN ANNETTE MOORE AND IAN FRANCIS WEDDERBURN

Applicants

AND

CYNTHIA MARGARET MCCLUSKEY

Respondent

Hearing: On the papers

Counsel:

P A McBride and S P Radcliffe for the Applicants

Judgment:

13 February 2020


JUDGMENT OF COOKE J


[1]By applications dated 5 February the applicants seek orders:

(a)Permitting these proceedings being commenced by way of originating application, without service or notice to any other person, and to be determined on the papers.

(b)That title in the share of certain property in Featherston be vested in their joint names, with the respondent being removed from the title.

[2]        The applications are supported by a joint affidavit of the applicants  sworn  31 January 2020 and a memorandum of counsel.

MOORE v MCCLUSKEY [2020] NZHC 164 [13 February 2020]

[3]        The orders and directions referred to in paragraph [1](a) above are routinely given in matters of this kind, and are in order here.

[4]        The respondent was until recently a trustee of the trust that owned the property in question. The application is made as a consequence of the respondent’s dementia which is described in a report from Dr Steve Philip of the Martinborough Health Centre and the joint affidavit of the applicants. I note that with applications of this kind it is preferable for the Court to be provided with detailed information concerning the incapacitation of a trustee, but in the present case I am satisfied that she is incapacitated for the reasons set out in this evidence.

[5]        The particular orders that are sought are under s 52 of the Trustee Act 1956. Although the respondent has recently been removed and replaced as a trustee under  s 43 of the Trustee Act 1956 her name remains on the title. Whilst she also has given enduring power of attorney to one of the applicants, the orthodox view is that this cannot be exercised in respect to a person’s role as a trustee of a trust.1 Accordingly vesting orders are necessary to effect a transfer of the title to the applicants as the existing trustees.

[6]I accept that such orders are appropriate. I accordingly order that:

In respect of the three-quarter share of the property consisting of land in Featherston, contained in the record of title WN15A/260:

(i)Cynthia Margaret McCluskey is removed from the title of the property identified by WN15A/260.

(ii)The title of that property is vested in the joint names of Jocelyn Annette Moore and Ian Francis Wedderburn.

Cooke J


1      See Godfrey v McCormack [2017] NZHC 420, [2017] 3 NZLR 198; Locker v Browning [2018] NZHC 1127 at [12]–[14].

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Locker v Browning [2018] NZHC 1127