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will validation, Wills Act

Ex gratia

The background of Re Public Trust regarding an originating application for an order for the grant of probate in solemn form as set at [1] as follows:

Muir J in considering the matter was clear that although the deceased clearly wished to up-date her will, and that Public Trust acknowledged that the 2009 will did not reflect the deceased’s testamentary intentions at the time of her death, the fact that [the deceased] wished to alter the 2009 will does not affect its validity. In the absence of a subsequent will capable of being validated under section 14 of the Wills Act 2007, the 2009 will must prevail.

The court does not have the power to re-write wills (see Ormsby v Van Selm at 30(g) distilling key principles regarding the modern approach to Family Protection Act 1955 claims).

However, notwithstanding this, in light of the 2017 draft will, Muir J took the following approach:

References:

  • Re Public Trust [2022] NZHC 3557
  • Wills Act 2007, s 14
  • Administration Act 1969
  • Ormsby v Van Selm [2015] NZHC 2822
  • White v White [2014] NZHC 865

Discussion

One thought on “Ex gratia

  1. David Marks KC's avatar

    Nice idea, but each charity would have to consider whether the application of a sum, due to the charity, in favour of the Bougainville women, would accord with the charity’s deed. That’s 29 charities getting advice on 29 deeds. It’s not like settling a family provision/family protection claim, at a mediation, where there is often a bit of wiggle room for the charity.

    Posted by David Marks KC | January 8, 2023, 8:27 pm

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