Re McKeay

Case [2012] NZHC 534


IN THE HIGH COURT OF NEW ZEALAND WANGANUI REGISTRY

CIV-2011-483-119 [2012] NZHC 534

In the Estate of                 JOYCE ELIZABETH MCKEAY

Hearing:         On the papers Counsel:  S J Burlace Judgment:       23 March 2012

In accordance with r 11.5 I direct that the delivery time of this judgment is 4.15pm on the 23rd day of March 2012.

JUDGMENT OF MACKENZIE J

[1]      This is an interlocutory application without notice for correction of a will, under s 31 of the Wills Act 2007.  The rectification sought involves the correction of the name of the residuary beneficiary.  The application is made on the basis that the name of the wrong person was inserted in the will, by mistake.

[2]      In minutes dated 11 October 2011 and 16 December 2011, I raised a number of matters directed to the question of whether the application could properly be considered on a without notice basis, under r 7.46 of the High Court Rules.   The consent of the person named in the will as residuary beneficiary has now been obtained.  In those circumstances, I am satisfied, under r 7.46(3)(e), that the interests of justice require the application to be determined without serving notice of the application.

[3]      I turn to consider the substantive application for an order correcting the will. The   circumstances   are   set   out   in   the   affidavit   of   Mr G R Spooner   dated

7 September 2011 in support of the application.   Mr Spooner is a principal in the

firm of Treadwell Gordon solicitors, the firm which prepared the will.  Mrs McKeay,

RE MCKEAY (DECEASED) HC WANG CIV-2011-483-119 [23 March 2012]

the deceased, was, when the will was made, a widow living in Wanganui.  She had no children.  In May 2008, she contacted Mr Burgess of Treadwell Gordon to give instructions for a new will.   Her instructions were to name as beneficiary her neighbour, Lorraine Williams. The deceased lived at 52 Hakeke Street Wanganui.  In the    electoral    roll    for    Whanganui    electorate    there    was    an    entry    for Lorraine Claire Williams  described  as  a  housewife,  living  at  54A Hakeke  Street Wanganui East.  Immediately above that entry in the electoral roll was the name of Loraini Tagavira Williams, housewife at 80 Niblett Street Wanganui Central.

[4]      It appears that what has happened is that Mr Burgess instructed his secretary to check the spelling of the name of Lorraine Williams from the electoral roll, and that, in error, the wrong name has been inserted in the will.   There is no direct evidence  from  Mr Burgess  to  confirm  that.    In  response  to  my  earlier  minute, Mr Spooner has sworn a further affidavit in which he advises that Mr Burgess has retired from the partnership and is not in good health.   In the circumstances, I consider that the inference that the wrong name has been inserted by error is so clear and strong that it is unnecessary to trouble Mr Burgess for further evidence.   It is clear from the electoral roll that the neighbour to whom Mrs McKeay intended to leave her estate was Lorraine Claire Williams of 54A Hakeke Street, not the person immediately adjacent to her in the electoral roll.  That is confirmed by the consent of Loraini Tagavira Williams which has been obtained, in which she consents to the matter being dealt with in her absence and confirms that she had no knowledge of the deceased.

[5]      There will be an order correcting the will dated 14 May 2008 by deleting of the name Loraini Tagavira Williams in cl 3.2 and substituting the name Lorraine

Claire Williams.

Solicitors:           Treadwell Gordon, Wanganui,  [email protected]

“A D MacKenzie J”

Details
AGLC
Re McKeay [2012] NZHC 534
Case
[2012] NZHC 534
Decision Date

CaseChat Overview and Summary

This interlocutory application without notice was brought under section 31 of the Wills Act 2007, seeking to correct the name of the residuary beneficiary in the will of the deceased, Joyce Elizabeth McKeay. The application was made on the basis that the name of the wrong person was inserted in the will by mistake. The application was initially considered without the consent of the person named in the will as the residuary beneficiary, Loraini Tagavira Williams, but the consent has since been obtained.

The legal issues that the court had to decide included whether the application could properly be considered on a without notice basis, under rule 7.46 of the High Court Rules, and whether the interests of justice required the application to be determined without serving notice of the application. The court was also required to determine whether the mistake in the will was sufficiently clear and strong to warrant the correction of the will.

The court concluded that the application could properly be considered on a without notice basis, under rule 7.46(3)(e) of the High Court Rules, as the interests of justice required the application to be determined without serving notice of the application. The court was satisfied that the mistake in the will was sufficiently clear and strong to warrant the correction of the will, and there was no need to trouble Mr Burgess, who had retired from the partnership and was not in good health, for further evidence. The court found that the neighbour to whom Mrs McKeay intended to leave her estate was Lorraine Claire Williams of 54A Hakeke Street, not the person immediately adjacent to her in the electoral roll.

The court ordered that the will dated 14 May 2008 be corrected by deleting the name Loraini Tagavira Williams in clause 3.2 and substituting the name Lorraine Claire Williams.

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

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Ratio Decidendi

Legal Principle Established

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