SAMWAYS v REID [2020] NZHC 2270

SAMWAYS v REID [2020] NZHC 2270

The court ordered service on the executors/beneficiaries and on persons who received a specific gift and on the Maxwell sons, but refused to order substituted service on the Reids' solicitor in the absence of evidence that the solicitor agreed to accept service; the court exercised its discretion to require...

Source-derived case information.

Citation
[2020] NZHC 2270
Parties
Plaintiff: Julie Ann Samways (nee Goldsworthy); Plaintiff: Lorraine Ann Goldsworthy; Plaintiff: Peter John Goldsworthy; Plaintiff: Tina Ann Bastin (formerly Grant Goldsworthy); Plaintiff: Debra Ann Goldsworthy; Plaintiff: Neil John Goldsworthy; Defendant: Margaret Joan Reid; Defendant: Adrian James Reid
Court
High Court
Jurisdiction
New Zealand
Judgment Date
2 September 2020
Procedural Posture
Family Protection Act 1955 Claim / Directions Application (on the Papers)
Outcome
Application granted in part and refused in part
Legal Topics
Service of Proceedings, Substituted Service, Representation of Children/grandchildren, Executor and Beneficiary Duties, Gifts in Will
Estate Law Succession Family Protection Act Service of Proceedings Substituted Service Representation of Children/grandchildren Executor and Beneficiary Duties Gifts in Will

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Parties

Julie Ann Samways (nee Goldsworthy)

Plaintiff

Lorraine Ann Goldsworthy

Plaintiff

Peter John Goldsworthy

Plaintiff

Tina Ann Bastin (formerly Grant Goldsworthy)

Plaintiff

Debra Ann Goldsworthy

Plaintiff

Neil John Goldsworthy

Plaintiff

Margaret Joan Reid

Defendant

Adrian James Reid

Defendant

Procedural Posture

Family Protection Act 1955 Claim / Directions Application (on the Papers)

  1. 1 Whether proceedings should be served on executors/beneficiaries and via their solicitor
  2. 2 Whether substituted service on the solicitor should be ordered without agreement
  3. 3 Whether recipients of a specific gift (workshop contents) should be served

Ratio Decidendi

The court ordered service on the executors/beneficiaries and on persons who received a specific gift and on the Maxwell sons, but refused to order substituted service on the Reids' solicitor in the absence of evidence that the solicitor agreed to accept service; the court exercised its discretion to require plaintiffs to represent their children and ordered service on Stuart Goldsworthy's children given the modest size of the estate.

Court Disposition

Application granted in part and refused in part

Orders

  • Orders made in terms of paragraphs (a), (b) and (c) of the application dated 24 August 2020, except that service on Mr Holloway (solicitor) for Margaret Reid and Adrian Reid is not ordered
  • Alistair Rutherford, Robert Watson and David Blair (recipients of the workshop contents) to be served