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High Court of New Zealand Decisions |
Last Updated: 26 May 2014
IN THE HIGH COURT OF NEW ZEALAND WELLINGTON REGISTRY
CIV-2014-485-4580 [2014] NZHC 862
In the estate of BRUCE ALLENBY TAYLOR (DECEASED)
Hearing:
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On the papers
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Counsel:
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M J Dorset
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Judgment:
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30 April 2014
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JUDGMENT OF MACKENZIE J
I direct that the delivery time of this judgment is
4 pm on the 30th day of April 2014.
Solicitors: Jackson Reeves, Tauranga
Re Taylor (deceased) [2014] NZHC 862 [30 April 2014]
[1] This is a without notice application for an order declaring a
document a valid will, under s 14 of the Wills Act 2007 (the
Act).
[2] I consider that the application should be properly dealt with under
Part 19 of the High Court Rules. Under r 19.5, I permit
the proceeding to be
commenced by originating application and treat the present application as having
been so commenced.
[3] Under r 7.46 (which applies by virtue of r 19.10) I must determine
whether the application can be properly dealt
with without notice.
The principal consideration in an application of this sort, so far as notice is
concerned, is to ensure
that all persons who will be affected by the making of
the order have notice of the proceedings and a proper opportunity to be heard.
If the document sought to be declared valid is not declared valid, then the
deceased will have died intestate. Accordingly, the
persons who will be affected
by the order sought are those who would succeed on an intestacy. The deceased
was survived by his widow
and two sons. On an intestacy they would be entitled
to the entire estate. All three of them are aware of the proceedings and none
opposes the order sought. In those circumstances I consider that the interests
of justice require the application to be determined
without serving notice of
the application.
[4] Mr Taylor died on 8 November 2013. When Mrs Taylor went through his personal belongings, she found a document dated 20 August 2008, the document now sought to be declared valid. Enquiries of law firms in both Rotorua and Tauranga did not result in any other will being located. The document dated
20 August 2008 is in the form which indicates that it was intended to be a
will. It is described as the last will of the deceased,
and contains provisions
appropriate for inclusion in a will. It does not meet the requirements of s 11
of the Act because, while
it is signed by Mr Taylor, it is attested by only one
witness.
[5] The witness is Ms Devine, who was the office manager of the firm in which Mr Taylor had worked prior to his retirement in about 1993. Ms Devine describes the circumstances of the making of the 2008 document. Mr Taylor was a frequent visitor to the office after his retirement, and would often ask her or other staff to type
documents for him. On 20 August 2008 he called into the office with a
handwritten document that he wanted typed. Ms Devine typed
it for him and
recognised it as being a will. She typed it and printed a copy for him to read.
He read through the document and
said that he was happy with it. Ms Devine
printed it as a final copy. Mr Taylor initialled the first three pages of the
document
and signed it on the final page, in Ms Devine’s presence.
She then, at his request, added her signature underneath
his on page
4.
[6] That evidence satisfies me that the document was intended by Mr
Taylor as his will, and that it reflects his testamentary
intentions.
[7] There will be an order declaring valid as the will of Bruce Allenby
Taylor the original of the document annexed as exhibit
A to the affidavit of
Gregory Keith Taylor sworn on 12 February
2014.
“A D MacKenzie J”
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URL: http://www.nzlii.org/nz/cases/NZHC/2014/962.html