Rolf
[2018] NZHC 158
•16 February 2018
IN THE HIGH COURT OF NEW ZEALAND AUCKLAND REGISTRY
I TE KŌTI MATUA O AOTEAROA TĀMAKI MAKAURAU ROHE
CIV-2018-404-90 [2018] NZHC 158
UNDER Part 19 of the High Court Rules 2016 AND
.
IN THE MATTER
of the Trustee Act 1956
AND IN THE MATTER
of an application by EILEEN ELIZABETH ROLF and JACKSON RUSSELL TRUSTEE SERVICES LIMITED as Trustees of the EILEEN ROLF FAMILY TRUST
Applicants
On the papers . Appearances:
CE Harris for the Applicants
Judgment:
16 February 2018
JUDGMENT OF TOOGOOD J
This judgment was delivered by me on 16 February 2018 at 11.00 am
Pursuant to Rule 11.5 High Court Rules
Registrar/Deputy Registrar
Rolf and Jackson Russell Trustee Services Limited [2018] NZHC 158 [16 February 2018]
[1] The trustees of the Eileen Rolf Family Trust are the registered proprietors of properties at:
(a) 875 New North Road, Mt Albert, comprised in Certificate of Title
NA3A/349;
(b) 134-136 Great South Road, Papakura, comprised in Certificate of
Title NA32B/899; and
(c) 24 Queen Street, Riverhead, comprised in Certificate of
Title NZ25A/510.
[2] The current registered proprietors of the properties are Eileen Elizabeth Rolf, Jackson Russell Trustee Services Limited and Colleen Joan Wardale (Colleen). Colleen has been determined to lack mental capacity.
[3] The applicants bring this proceeding under s 52 of the Trustee Act 1956 which provides that the Court may make an order vesting land or an interest in land in any person in circumstances where a trustee lacks full mental capacity or where it appears to the Court to be expedient.
[4] By Deed of Removal of Trustee dated 29 November 2017, Colleen was removed as a trustee of the Trust pursuant to the powers of appointment and removal of trustees that are conferred on the appointor under clause 6 of the Trust Deed. Eileen Rolf is the settlor and the appointor of the Trust.
[5] The applicants seek leave to bring this proceeding as an Originating Application under Part 19 of the High Court Rules 2016, and seek to have this application determined on the papers.
[6] In terms of the Trust Deed, the primary beneficiaries are Eileen; Eileen's spouse; Eileen's daughter, Michelle Suzanne Rolf (who is also described as "the Final Beneficiary"); Michelle's children; a group described as “the Remoter Relatives” and any charity.
[7] I am satisfied on the affidavit evidence filed that:
(a) Colleen no longer has the capacity to fulfil her duties as a trustee.
(b)There are no interested parties on whom service of the application is necessary or appropriate.
(c) Because the proceeding does not involve any disputed questions of fact and there is no opposing party, it is not necessary in the interests of justice for there to be a particularised pleading or to follow the usual interlocutory steps involved in a civil proceeding.
(d)The vesting order sought under s 52 of the Trustee Act should appropriately be made.
[8] Accordingly, I order:
(a) The proceeding may be commenced by Originating Application under
Part 19 of the High Court Rules 2016.
(b) The properties at:
(i) 875 New North Road, Mt Albert, comprised in Certificate of
Title NA3A/349;
(ii)134-136 Great South Road, Papakura, comprised in Certificate of Title NA32B/899; and
(iii) 24 Queen Street, Riverhead, comprised in Certificate of
Title NZ25A/510.
shall be vested in the current trustees of the Eileen Rolf Family Trust, namely Eileen Elizabeth Rolf and Jackson Russell Trustee Services Limited.
(c) The costs of the application and any order thereon shall be met by the assets of the Eileen Rolf Family Trust.
...................................................
Toogood J
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