IMMS V GUNSON AND IMMS (AS TRUSTEES OF THE ESTATE OF V I BANICEVICH) AND ORS SC 9/2006
Leave to appeal was refused because the proposed variation was beyond mere management or administration, potentially adverse to other beneficiaries, the case did not raise issues of general or public importance nor a substantial miscarriage of justice, and jurisdictional limits under s 64 prevented rewriting the will where the trust property comprised company shares subject to trustees' obligations to sell.
- Citation
- SC 9/2006
- Parties
- Applicant: Jocelyn Mary Imms; First Respondent: Craig Wesley Gunson; First Respondent: Jocelyn Mary Imms (as trustee of the estate of Vjerkoslav Ivan Banicevich); Second Respondent: Cameron Banicevich; Second Respondent: Dene Banicevich; Third Respondent: Yvette Banicevich; Third Respondent: Donna Doe
- Court
- Supreme Court
- Jurisdiction
- New Zealand
- Judgment Date
- 4 April 2006
- Procedural Posture
- Application for Leave to Appeal to the Supreme Court / Leave Application Heard and Dismissed by Supreme Court
- Outcome
- Application for leave to appeal dismissed.
- Legal Topics
- Variation of Trusts, Section 64 Trustee Act 1956, Family Protection Act Claim, Leave to Appeal Criteria, Jurisdictional Limits on Court Intervention
Case Brief
Summary, issues, holding and outcome
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Parties
Jocelyn Mary Imms
Applicant
Craig Wesley Gunson
First Respondent
Jocelyn Mary Imms (as trustee of the estate of Vjerkoslav Ivan Banicevich)
First Respondent
Cameron Banicevich
Second Respondent
Dene Banicevich
Second Respondent
Yvette Banicevich
Third Respondent
Donna Doe
Third Respondent
Procedural Posture
Application for Leave to Appeal to the Supreme Court / Leave Application Heard and Dismissed by Supreme Court
Legal Issues
- 1 Whether s 64 Trustee Act 1956 permits the court to vary the will trusts to subdivide farm land held via company shares
- 2 Whether the proposed variation is within management or administration or in the best interests of beneficiaries
- 3 Whether the leave application raised matters of general or public importance or a substantial miscarriage of justice
Ratio Decidendi
Leave to appeal was refused because the proposed variation was beyond mere management or administration, potentially adverse to other beneficiaries, the case did not raise issues of general or public importance nor a substantial miscarriage of justice, and jurisdictional limits under s 64 prevented rewriting the will where the trust property comprised company shares subject to trustees' obligations to sell.
Court Disposition
Application for leave to appeal dismissed.
Orders
- Application for leave to appeal dismissed
- Costs to the second respondents, payable by the applicant, of $2,500
Full Case Text
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