Estate of Cronin

Case [2016] NZHC 1321


IN THE HIGH COURT OF NEW ZEALAND WELLINGTON REGISTRY

CIV 2016-485-240 [2016] NZHC 1321

IN THE ESTATE OF IVAN PATRICK CRONIN

Hearing: On Papers

Counsel:

G P Traves for Applicant

Judgment:

17 June 2016

JUDGMENT OF SIMON FRANCE J

[1]      This is an application that will instructions given to an officer of the Public Trust be declared a valid will of the deceased.   The deceased passed away on the evening following the giving of instructions to the Public Trust.

[2]      On 11 November 2013 Mr Cronin contacted an officer of the Public Trust with whom he had past dealings.  He requested the officer, Mr Alan Timu, to visit him in Christchurch Hospital in order to take new will instructions.   Mr Cronin indicated he was in hospital pending further assessment and a move to a rest home.

[3]      Mr Timu deposes that Mr Cronin was sitting up and alert.   The new will instructions differed from the existing will because since that will his wife had died, and he had drifted out of contact with the other specific beneficiaries.   He now wished to leave his estate to a friend.

[4]      Mr Timu took the instructions and returned to the Public Trust.  He entered the instructions into the Public Trust’s computer system by completing the electronic

Questionnaire.  Mr Timu was not at work the next day, but returned the following

ESTATE OF I P CRONIN [2016] NZHC 1321 [17 June 2016]

day only to learn that Mr Cronin had passed away in the night following Mr Timu’s

visit.

[5]      Previous decisions have confirmed it is not necessary for the deceased to have seen the will instructions.1   There have also been examples of instruction sheets for  a  will  being  validated.2      In  Re  Taigel,  the  instructions  took  the  form  of  a solicitor’s file note recording his meeting with the deceased.3

[6]      The present circumstances satisfy me the statutory test is met.  Mr Timu was summonsed for the express purpose of receiving instructions for a new will.   It is apparent the deceased had considered the matter, and was clear on his intentions. There is no reason to consider there was a change of mind between the giving of instructions and his passing.

[7]      I am satisfied the will instructions entered by Mr Timu on 11 November 2013 and now appearing in the form of the Public Trust Questionnaire for Will represent the testamentary intentions of Mr Cronin, and I declare the Questionnaire to be a valid will.

[8]      I note for the record that all persons who were to take under the previous will have indicated their consent to the present application.

Simon France J

1      Re Campbell (deceased) [2014] 2 NZLR 706.

2      Naidu v Agrew [2012] NZHC 2134.

3      Re Taigel [2014] NZHC 844.

Details
AGLC
Estate of Cronin [2016] NZHC 1321
Case
[2016] NZHC 1321
Decision Date

CaseChat Overview and Summary

The case involves an application to declare a document as the valid will of the deceased, Ivan Patrick Cronin. The applicant, G P Traves, seeks to have the instructions given to an officer of the Public Trust recognized as Cronin’s last will. Cronin passed away the night following the instruction visit. The application was heard on paper, with no oral arguments presented. The deceased had previously contacted an officer of the Public Trust, Mr Alan Timu, to record new will instructions while he was in hospital. The instructions differed from his previous will due to changes in his circumstances, such as his wife’s death and loss of contact with other beneficiaries, leading him to leave his estate to a friend instead. Mr Timu recorded these instructions using the Public Trust’s electronic questionnaire system, but Cronin died the night after the visit.

The court had to determine whether the instructions recorded by Mr Timu met the statutory requirements for a valid will, specifically if they represented the testamentary intentions of the deceased. The court considered that it was not necessary for the deceased to have seen the will instructions and referenced previous cases that validated similar circumstances. The court concluded that Mr Timu was summoned to receive the instructions for a new will, and there was no evidence of a change of mind between the instruction visit and Cronin's death. The court was satisfied that the instructions accurately represented Cronin’s intentions and declared the questionnaire to be his valid will. All parties who would have benefitted under the previous will had consented to the application.

Orders

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Background

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Evidence

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