14 August 2017

Property: Wallace v. Herron

Property developers Wayne Wallace’s and Stuart Herron’s relationship quickly deteriorated when Mr Wallace wrongly used joint venture funds to further his own projects, then their fingers were badly burnt with involvement in the Blue Chip group of companies and finally Mr Wallace’s admitted debt to Mr Herron of $3.2 million was cut back to some $291,000 after a series of court cases.
The two met in 2003, jointly sourcing property development opportunities for the Blue Chip group and other property developers.  The deal with Blue Chip was to see them paid in kind, taking title to completed apartments rather than payment of consultancy fees.  Prospects later dimmed with Blue Chip’s insolvency.
The Court of Appeal was told that in 2003 Mr Wallace siphoned funds out of their joint venture company without Mr Herron’s knowledge both to purchase land for his proposed development of a retirement village in the Auckland suburb of Belmont and to settle a relationship property claim with his former partner.  Mr Herron was furious when he found out, threatening intervention by the Serious Fraud Office. 
In October 2005, the two agreed to disentangle their financial affairs with a “wash-up” agreement.  Mr Wallace acknowledged he owed Mr Herron $3.16 million.  Payment was due in three years and six months, subject to a number of contingencies.  The amount payable was to be reduced by payments potentially due from Lombard Finance and from the sale of yet-to-be-completed Blue Chip apartments in Auckland and Queenstown.  Mr Herron was subsequently bankrupted in 2009; discharged in 2012.  He then set off in pursuit of Mr Wallace.  Following stop/start litigation through 2016 interrupted by arguments about what was or was not admissible in evidence, the High Court ruled the balance owed Mr Herron under the “wash-up” agreement was $966,531.  Both appealed.  The Court of Appeal reduced the amount payable by another $675,000.  This was the value placed on Mr Herron’s half-share in a Queenstown apartment, not yet built by Blue Chip at the time of the 2005 “wash-up”.  Blue Chip later abandoned the project.  In December 2006, Mr Herron had settled out of court his litigation against Blue Chip.  He agreed to give up all rights to a Queenstown apartment.  His rights against Blue Chip were swapped, in what the Court of Appeal described as a curious change of focus, into attempts by Mr Herron together with Blue Chip’s Mr Mark Bryers to muscle in on Mr Wallace’s Belmont retirement project.  By giving up all rights against Blue Chip, Mr Herron prevented his joint venture partner from gaining a Queenstown credit towards the amount due under the “wash-up” agreement.  Consequently, the agreed value of Mr Herron’s half-share in the unbuilt Queenstown Blue Chip apartment is to be deducted from the amount due to Mr Wallace, the Court of Appeal ruled.   
Wallace v. Herron – Court of Appeal (14.08.17)

17.101