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Dependant’s Relief and Competing Claims
In the recent case of Cowderoy v. Sorkos Estate, 2014 ONCA 618, the Ontario Court of Appeal considered the question of how competing claims against an estate are to be appropriately balanced. Gus Sorkos and Victoria Cowderoy were in a common-law relationship until Victoria’s death in 2001. During that time, Gus became close with Victoria’s…read more
Calculating Dependant’s Support – A View from the Divisional Court
The background in Quinn vs Carrigan is well known to estate and family law litigators as the parties have been involved in extensive litigation, including two trials and two appeals. The first trial and its subsequent appeal, which focused on the issue of who is a “spouse” pursuant to the Pension Benefits Act, led to…read more
Court Allows Delay in Will Challenge
When someone tries to challenge a will in court, undue delays on the challenger’s part can be fatal to their claim. The Rules of Civil Procedure, Ontario’s legal procedure guidelines, say that a civil claim can be dismissed for delay if, after the initial pleadings stage, the action isn’t set down for trial within six…read more
Ethics and Lawyers: Changes to Ontario Rules of Professional Conduct
Starting October 1, 2014, the Ontario Rules of Professional Conduct (ROPC) are being updated with a number of new rules, the first big change since 2000. While many of the changes will likely be of interest to practitioners, there are a number of new rules that are intended to more clearly set out the relationship between…read more
Adding Parties And Dependant’s Support
Can individuals who may have an obligation to support a person making a dependant’s support claim against an estate be added as parties to the support claim? That was the question before the court in Brash v. Zyma. The short answer? Yes. In 2012, Charles Douglas Brash died. At the time of his death, he had…read more
Constructive Trusts and Tracing Funds
The recent Ontario Superior Court case of Moody v Hirsh explores the issue of when a plaintiff is able to trace the money he or she paid to a defendant into the defendant’s own property. The decision demonstrates that the circumstances in which a court will make an order imposing a constructive trust over the defendant’s property…read more
Congratulations – It’s A Girl!
A new study reported on this week found that daughters are significantly more helpful than sons when it comes to taking care of their elderly parents. Referencing data found from surveying 26,000 Americans, it seems that daughters spend on average 12.3 hours a month looking after an elderly parent versus sons who spend on average 5.6 hours…read more
Passing of Accounts: A Math Problem Explained
In a recent blog post entitled “Things Lawyers Know,” I laughed out loud when I read #13: “Lawyers are word, not number people. If their fee went up 10%, few lawyers would know how much extra they received.” Math often comes into play in an estates litigation practice, particularly in the context of a contested passing of…read more
Correcting a Mistake in a Will – What did the Testator Intend
Elizabeth Ann McLaughlin died at the ripe old age of 98. She was predeceased by her husband. Together they had six children, including Daniel. Daniel, as estate trustee, sought to rectify what he characterized as a solicitor’s mistake in his mother’s secondary will. For many years prior to her death, Mrs. McLaughlin had no relationship…read more
Trust Created in Holograph Will Fails
A recent Court of Appeal decision from Alberta dealt with the interpretation of a holograph will. The Court of Appeal upheld a lower court’s decision that the testator intended to create a trust but the trust failed since the objects of the trust were uncertain resulting in an intestacy. The case serves as a good reminder that…read more