Smith
[2012] NZHC 2061
•15 August 2012
IN THE HIGH COURT OF NEW ZEALAND WELLINGTON REGISTRY
CIV-2012-485-1262 [2012] NZHC 2061
UNDER The Wills Act 2007
IN THE MATTER OF an application under section 14(2) of the
Wills Act 2007
IN THE ESTATE OF Leon Kristopher Smith
Hearing: On the papers Counsel: J A Porter Judgment: 15 August 2012
In accordance with r 11.5 I direct that the delivery time of this judgment is 3pm on the 15th day of August 2012.
JUDGMENT OF MACKENZIE J
[1] This is a without notice application for an order under s 14 of the Wills Act
2007 (the Act) declaring a document executed by the deceased on 15 December 2009 to be a valid will.
[2] The deceased was a solider serving with the New Zealand Army in
Afghanistan. He was killed there on active service on 28 September 2011.
[3] On 15 December 2009, the deceased signed a document which had been prepared on a standard will form prepared by Avon Publishing. On the first page, which was substantially blank on the published form, quite detailed testamentary dispositions have been handwritten. The will was signed by the deceased, and
witnessed by one witness, Mr T W Thomas, a Justice of the Peace, living in
RE SMITH (DECEASED) HC WN CIV-2012-485-1262 [15 August 2012]
Papakura. Mr Thomas’ evidence is that the deceased visited him on
15 December 2009 to witness his will. He has identified the document which is the subject of the application as being the document which was signed by the deceased in his presence, and which he witnessed. The will does not comply with s 11 of the Act, in that there are not two witnesses.
[4] The first question is whether this application may be dealt with on a without notice basis. Rule 7.46 of the High Court Rules applies. All persons who may be affected by the making of an order must have a proper opportunity to be represented. The persons who may be adversely affected by the making of an order are those who would benefit if the will were not declared valid. That will be the persons who would benefit under a prior will, or on an intestacy.
[5] There is, in the document, a disposition in these terms: “and the rest to anyone in my old will”. The affidavit in support of the application, from the deceased’s brother, who is one of the executors appointed under the document, asserts that he and solicitors instructed by him have made extensive inquiries as to the existence of another will and as a result of those inquiries he believes the deceased made no other will. In the light of that evidence as to inquiries made, I proceed on the basis that those who will be affected by the order are those who would otherwise benefit on an intestacy.
[6] The deceased was not survived by a wife or a civil union partner, and left no issue. He was survived by his parents, and by his siblings. Under s 77 of the Administration Act 1969, his parents would take on an intestacy. Both parents have signed consents to the making of the order. They have been advised that they would become beneficiaries on an intestacy and they have been informed of their right to obtain legal advice and have declined to obtain advice.
[7] In those circumstances, all persons who would be affected have indicated their consent. I consider that the interests of justice require that the application be dealt with on a without notice basis.
[8] The document sought to be declared valid appears to be a will, in that it has been prepared on a form intended to be used for that purpose. It does not comply with s 11 because there is only one witness. Accordingly, s 14(1) of the Act applies. Under s 14(2), the Court may make an order declaring the document valid if the Court is satisfied that the document expresses the deceased’s testamentary intentions.
[9] I am satisfied that it does. The deceased has made quite detailed dispositions which he clearly intended should come into effect on his death. His actions in attending on Mr Thomas to have his signature witnessed with some degree of formality, albeit not that required by law, indicate that the document expressed his testamentary intentions.
[10] There will be an order declaring valid, as the will of the deceased, the document signed by the deceased and witnessed by Mr T W Thomas, JP, on
15 December 2009, annexed as exhibit A to the affidavit of Mr Thomas dated
2 February 2012.
“A D MacKenzie J”
Solicitors: Sievwrights Law, Wellington.
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