Estate of Proctor

Case [2024] NZHC 1149


IN THE HIGH COURT OF NEW ZEALAND AUCKLAND REGISTRY

I TE KŌTI MATUA O AOTEAROA TĀMAKI MAKAURAU ROHE

CIV-2023-485-624077

[2024] NZHC 1149

IN THE MATTER OF

the Estate of

MARGARET MARY PROCTOR

BETWEEN

MARTIN MICHAEL PROCTOR and

DALENE ANNE PROCTOR as Executors Applicants

AND

KERRY MARIA TE WHERO as Executor Respondent

Hearing: 9 May 2024

Appearances:

A McDonald for Applicants

Judgment:

9 May 2024


JUDGMENT OF O’GORMAN J


This judgment was delivered by me on 9 May 2024 at 4 pm pursuant to r 11.5 of the High Court Rules 2016.

Registrar/Deputy Registrar

…………………………………

Solicitors/Counsel:

A McDonald, Auckland

Daniel Overton & Goulding, Auckland

Re ESTATE OF MARGARET MARY PROCTOR [2024] NZHC 1149 [9 May 2024]

[1]    This proceeding came before me in the Duty Judge list on 9 May 2024. The applicants, Michael Proctor and Dalene Proctor, seek an order appointing them as executors of the will  of  Margaret Mary Proctor, who died at Auckland  on about   26 May 2015. An order nisi was granted on 19 April 2024 calling upon a third named executor in the will, Kerry Maria Te Whero, to show cause why probate of the will should not be granted to the two applicants alone.

[2]I granted the application. I now set out my reasons for doing so.

The application

[3]    The will of Margaret Proctor dated 11 May 2012 named her three children as the executors. During the years after Margaret Proctor died, there were discussions about resolving Estate matters, but no resolution was reached and no application for probate had been made. Then on 20 December 2023, solicitors acting for Dalene Proctor wrote to Ms Te Whero seeking to progress an application for probate of the will. They invited Ms Te Whero to confirm whether she accepted, or wished to renounce, her appointment as one of the three executors. Ms Te Whero did not respond to the letter dated 20 December 2023. She did not join the application for the grant of probate, nor did she sign any deed of renunciation.

[4]    In those circumstances, the two applicants applied for and were granted an order nisi dated 19 April 2024 requiring Ms Te Whero to show cause. That order nisi was personally served on Ms Te Whero at her address in Raglan on 30 April 2024.

[5]    No steps have been taken by Ms Te Whero to show cause, and there was no appearance for her at the call today.

Orders

[6]    I have had regard to the matters included in s 19 of the Administration Act 1969 and I am satisfied under s 19(2) of the Act that it is necessary and expedient to appoint only Martin Michael Proctor and Dalene Anne Proctor as executors and trustees of the deceased’s will.

[7]    I grant the application and make the order that probate of the will of the deceased dated 11 May 2012 is granted to Martin Michael Proctor and Dalene Anne Proctor alone.


O’Gorman J

Details
AGLC
Estate of Proctor [2024] NZHC 1149
Case
[2024] NZHC 1149
Decision Date

CaseChat Overview and Summary

The High Court of New Zealand heard a case concerning the estate of Margaret Mary Proctor, who passed away on 26 May 2015. Martin Michael Proctor and Dalene Anne Proctor, two of her children named as executors in her will dated 11 May 2012, sought to be appointed as executors of the estate. The third named executor, Kerry Maria Te Whero, did not participate in the proceedings or respond to requests to confirm her acceptance of the role. The applicants sought an order to grant probate to them alone, with an order nisi issued on 19 April 2014 calling on Ms Te Whero to show cause why this should not occur. Ms Te Whero did not respond, leading to the current application.

The primary legal issue before the court was whether it was necessary and expedient to appoint only Martin Michael Proctor and Dalene Anne Proctor as executors, pursuant to section 19 of the Administration Act 1969. The court had to consider whether Ms Te Whero's lack of response justified the exclusion of her from the executorship. The applicants argued that Ms Te Whero's inaction and failure to renounce her role warranted her removal from the executorship, while it was not contested that she was not actively opposing the application.

The court found that it was indeed necessary and expedient to appoint only Martin Michael Proctor and Dalene Anne Proctor as executors. Judge O’Gorman determined that Ms Te Whero's failure to respond to the applicants' requests and her absence from the proceedings supported the applicants' position. The court granted the application and issued an order that probate of the will dated 11 May 2012 is granted to Martin Michael Proctor and Dalene Anne Proctor alone. The reasoning hinged on the statutory requirement that the court consider what is necessary and expedient under section 19(2) of the Administration Act 1969, taking into account the inaction of the third executor.

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

Reasons for decision

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Ratio Decidendi

Legal Principle Established

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