24 August 2017

Trustees: Butterfield v. Public Trust

Trustees of the Mount Cook Station Charitable Trust unwittingly continued running Trust affairs after their term of appointment expired.  Facing personal liability, court approval was needed to validate contracts and have costs and expenses paid by the Trust.
The romance surrounding iconic Mount Cook high-country sheep station and the fact it had been in Burnett family ownership for some 150 years triggered much angst when Donald Burnett died childless in 2010, the last of the family line.  On his death, a Trust established the previous year was to buy the station at current market value.  However, the property was by then an uneconomic farming unit.  Banks would not lend.  Trustees decided to on-sell to a private buyer, finding a buyer at $4.7 million.  A furore erupted.  Friends of the Burnett family claimed this departed from Donald Burnett’s wishes.  Tramping and hunting groups lobbied government to step in.  Trustees then discovered to their dismay that their original appointment was for five years only.  Work done on behalf of the Trust after their appointment expired and the subsequent private sale were done without authority.  The High Court subsequently validated these unauthorised acts.  But it refused to allow Trust assets to be used for trustees’ expenses.
The Court of Appeal said the trustees were trustees de son tort; no longer trustees, but acting as such.  There was no criticism of the actions they took.  Reasonable costs and expenses incurred in bringing court applications to regularise the Trust’s affairs are to be paid out of Trust assets, the court ruled.  A September 2016 High Court order appointed the Public Trust as sole trustee of the Mount Cook Station Charitable Trust.  Purposes of the Trust highlight preservation of the area’s historical and natural heritage.  The Trust’s most recent financial statements list assets of $5.89 million.
Butterfield v. Public Trust – Court of Appeal (24.08.17)

17.109