Estate of Uruamo

Case [2017] NZHC 931


IN THE HIGH COURT OF NEW ZEALAND WELLINGTON REGISTRY

CIV 2017-485-178 [2017] NZHC 931

IN THE MATTER             of the estate of WHETUMARAMA OTE HAAHI RATANA URUAMO

Hearing: On Papers

Counsel:

M J P Davidson for Applicant

Judgment:

10 May 2017

JUDGMENT OF SIMON FRANCE J

[1]      This is an application under s 14 of the Wills Act 2007 for order that the document which is the subject of the application is the last will of Whetumarama Ote Haahi Ratana Uruamo.

[2]      The  document  is  an  unsigned  will  that  was  drafted  on  the  deceased’s instructions some six years before her death.   At that time Mrs Uruamo, and her husband Arthur, visited a local law firm asking that wills be drafted.  There were no prior wills.

[3]      The wills were drafted and sent to the couple for approval and execution. Mr Uruamo deposes that neither of them realised the wills actually had to be signed, and believed that they were being provided with copies of valid wills.  Mr Uruamo says they never read the lawyer’s letter properly.  Consistent with this, at the time of his wife’s death his will also remained unsigned.  Mr Uruamo deposes that over the years his wife repeatedly expressed satisfaction she had taken care of him in her will. A similar sentiment was expressed when Mrs Uruamo was in hospital prior to her

death.

ESTATE OF URUAMO [2017] NZHC 931 [10 May 2017]

[4]      The only issue here is the length of time that has elapsed since the wills were provided.  Care is needed that the lengthy period does not reflect a change in heart rather than the inadvertence or a misunderstanding.  In Re Gray (Dec’d), a will that was unsigned for nine years was validated.1   The circumstances were different, but it provides an example where a lengthy lapse of time has not prevented the validation of the document.  In Re Cornelius (Dec’d), the period was three years.2  That appears to have been a situation where the testator just never got around to signing the will. Again the unsigned will was validated.

[5]      The ultimate inquiry is whether the Court is satisfied the document proffered expresses, at the time of the person’s death, their existing testamentary intentions.  I am satisfied that is the case here.  The document is a draft will that expressed the intentions of the Testator at the time it was drafted.  There is nothing to suggest those intentions   ever  changed,   nor  is   there   evidence  of   any  relevant   change  in circumstance that might have prompted Mrs Uruamo to take a different view.  The couple have three children who have all consented to the application.

[6]      I declare that the undated and unsigned draft will prepared for Mrs Uruamo in

December 2010,  and  appended  to  the  present  application,  is  the  valid  will  of

Mrs Whetumarama Ote Haahi Ratana Uruamo.

Simon France J

1      Re Gray (Dec’d) [2014] NZHC 1082.

2      Re Cornelius (Dec’d) [2012] NZHC 563.

Details
AGLC
Estate of Uruamo [2017] NZHC 931
Case
[2017] NZHC 931
Decision Date

CaseChat Overview and Summary

The case pertains to the application for the validation of an unsigned will of Whetumarama Ote Haahi Ratana Uruamo under s 14 of the Wills Act 2007. The will in question was drafted at the deceased's instruction six years prior to her death. Both the deceased and her husband, Arthur, visited a local law firm to have wills drafted, with neither realising that the documents required their signatures. The couple believed they were receiving copies of valid wills. At the time of Mrs Uruamo's death, her will remained unsigned, as did Mr Uruamo's. The only issue before the court was whether the lengthy period since the wills were drafted reflected a change in heart or a misunderstanding about the necessity of signing the documents.

The court considered whether the document expressed the deceased's testamentary intentions at the time of her death, despite it being unsigned and undated. It drew on precedents such as Re Gray (Dec'd) and Re Cornelius (Dec'd) where unsigned wills were validated after nine and three years respectively. The court found no evidence that Mrs Uruamo's intentions had changed over the six years since the will was drafted, nor was there any relevant change in circumstances that might have prompted a different view. The three children of the deceased also consented to the application.

The court concluded that the undated and unsigned draft will prepared for Mrs Uruamo in December 2010 expressed her existing testamentary intentions at the time of her death. Therefore, the court declared that the undated and unsigned draft will is the valid will of Mrs Whetumarama Ote Haahi Ratana Uruamo.

Orders

Orders of the court

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Background

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Evidence

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Decision

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Ratio Decidendi

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