O'Shea v O'Shea

Case [2018] NZHC 3035


IN THE HIGH COURT OF NEW ZEALAND WHANGAREI REGISTRY

I TE KŌTI MATUA O AOTEAROA WHANGĀREI-TERENGA-PARĀOA ROHE

CIV-2018-488-128

[2018] NZHC 3035

UNDER Part 19 of the High Court Rules and Section 52 of the Trustee Act 1956

IN THE MATTER OF

an application for a vesting order in respect of land

BETWEEN

BETHLEY ROSEMARY O'SHEA and GUNSON MCLEAN TRUSTEE SERVICES LIMITED

Applicants

AND

THOMAS DANIEL O'SHEA

Respondent

On the papers

Counsel:

PJ Magee for Applicants

No appearance by or on behalf of Respondent

Judgment:

22 November 2018


JUDGMENT OF TOOGOOD J


This judgment was delivered by me on 22 November 2018 at 3.30 pm Pursuant to Rule 11.5 High Court Rules

Registrar/Deputy Registrar

O'SHEA & ANOR v O'SHEA [2018] NZHC 3035 [22 November 2018]

[1]    The applicants, Bethley Rosemary O'Shea and Gunson McLean Trustee Services Limited, are trustees of the T D & B R O'Shea Family Trust (the Trust), constituted by deed dated 3 June 2008. The respondent is Mrs O'Shea's husband and a beneficiary of the Trust.

[2]    Mr O'Shea suffers from dementia as is confirmed by a letter from his doctor, Dr Paula Mathieson, dated 16 March 2018. Dr Mathieson's opinion is that Mr O'Shea is no longer capable of making decisions about his personal care, welfare, and property.

[3]    On 17 December 2001, Mr O'Shea executed an enduring power of attorney in favour of Mrs O'Shea, in relation to his property. This was done for the purpose of Part IX of the Protection of Personal and Property Rights Act 1988. The power of attorney granted expressly stated that the authority "shall not be revoked if I become mentally incapable". Mrs O’Shea is now acting under the powers thus provided to her in connection with her husband’s affairs.

[4]    The applicants own a property at 14 Norfolk Street, Whangarei. The present proceeding has been issued to obtain a vesting order1 so that property may be transferred into the names of the applicants. The District Land Registry will not accept the use of the power of attorney and the existing Deed of Removal and Appointment of New Trustees to facilitate that transfer. The purpose of the vesting order is to show the present trustees as the registered proprietors of the property.

[5]    The applicants ask the Court to dispense with the need to serve Mr O'Shea.    I am satisfied that service would serve no useful purpose and order that service on Mr O’Shea be dispensed with accordingly.

[6]    I am also satisfied that it is proper that a vesting order should be made now. Accordingly,  I  order  that  the  property   at   14 Norfolk   Street,   Whangarei   (CFR NA139D/361) shall be vested in the names of Bethley Rosemary O'Shea and Gunson McLean Trustee Services Limited. The order is made on the basis that they are to hold the property as trustees for the Trust.


1      Trustee Act 1956, s 52(1)(h).

[7]All costs in relation to the application shall be paid out of the Trust's funds.

....................................................

Toogood J

Details
AGLC
O'Shea v O'Shea [2018] NZHC 3035
Case
[2018] NZHC 3035
Decision Date

CaseChat Overview and Summary

The applicants, Bethley Rosemary O'Shea and Gunson McLean Trustee Services Limited, sought a vesting order in respect of land to transfer ownership of a property to themselves as trustees of the T D & B R O'Shea Family Trust. The respondent, Thomas Daniel O'Shea, is a beneficiary of the Trust and the husband of Bethley Rosemary O'Shea. Mr O'Shea has been diagnosed with dementia, rendering him incapable of managing his personal care, welfare, and property. In 2001, Mr O'Shea executed an enduring power of attorney in favour of Mrs O'Shea, which was not revoked upon his mental incapacitation. The applicants sought the vesting order to facilitate the transfer of the property at 14 Norfolk Street, Whangarei, from Mr O'Shea to the applicants as trustees.

The court needed to determine whether service of the application on Mr O'Shea was necessary and, if not, whether a vesting order should be granted to transfer the property to the applicants as trustees of the Trust. The court also had to consider the appropriate allocation of costs related to the application. The court determined that service on Mr O'Shea would serve no useful purpose given his incapacity and ordered that service be dispensed with. The court found that it was proper to grant a vesting order to transfer the property to the applicants as trustees of the Trust, with the property to be held for the benefit of the Trust. The court also ordered that all costs related to the application be paid out of the Trust's funds.

Bethley Rosemary O'Shea and Gunson McLean Trustee Services Limited were granted a vesting order, transferring the property at 14 Norfolk Street, Whangarei, to their names as trustees of the T D & B R O'Shea Family Trust. Service on the respondent, Thomas Daniel O'Shea, was dispensed with. All costs related to the application were to be paid out of the Trust's funds.

Orders

Orders of the court

Full text does not contain this section.

Background

Background to the litigation

Full text does not contain this section.

Evidence

Evidence Before The Court

Full text does not contain this section.

Decision

Reasons for decision

Full text does not contain this section.

Ratio Decidendi

Legal Principle Established

Full text does not contain this section.