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Posts Categorized: Estate Litigation
183 ResultsBut Everything’s Depending on the Way the Wind May Blow [1]
Can an estate trustee move to strike a beneficiary’s Notice of Objection to Accounts in the face of their Application to Pass Accounts, based on any of the Limitations Act, 2002, and/or laches and acquiescence? This was the discreet, though important, issue considered by the Ontario Superior Court of Justice in Wall Estate, 2018 ONSC…read more
The Utility (or lack thereof) of Extrinsic Evidence when Interpreting a Will
Can one rely on extrinsic evidence (i.e. evidence that relates to a will but is not contained in it) to establish the intentions of a testator? This was a question recently considered by the Ontario Superior Court of Justice in Campbell v. Evert [1]. Background Dr. Ewert had two children, Monica and Peter. Dr. Ewert…read more
I Hate to be a Suspicious Aloysius on You – but Did the Deceased Have Testamentary Capacity?
A recent Ontario Court of Appeal decision (Stekar v. Wilcox[1]) reinforces what is required to prove well-established grounds for challenging a will: suspicious circumstance and testamentary capacity. Background Jerald P. McNamara (the “Deceased”) died on June 18, 2012. His friend of over 40 years, Thomas, stood to inherit his entire estate under the terms of…read more
A Brief Review of Solicitor’s Negligence
Claims against solicitors for negligence often arise in the context of estates cases, whether it be the failure of a lawyer to ensure that a testator’s wishes are accurately reflected in his/her will, to neglecting to confirm the testator had the requisite capacity and was not subject to undue influence in executing his/her last will….read more
The Benefits of Comprehensive Releases
When combatants settle a lawsuit, they often exchange mutual releases – that is, they release each other from all and any possible claims arising out of the issues raised in the litigation. However, releases can be the bane of a lawyer’s existence when it comes to getting the words just right. Clients don’t think they…read more
No Undue Influence, Says Court of Appeal
Rita and her late husband Frank built a successful business together in the course of their lengthy marriage. Unfortunately, there is a struggle between Rita’s twin sons (both named Jean) over who should act as their mother’s attorney for property, devastating both the family’s finances and relationship. The Court of Appeal dismissed an appeal of…read more
Born Out of Wedlock, Still Out of Luck
Should someone be excluded from inheriting from an estate simply because they were born out wedlock? With “a good deal of regret”, Justice Gray of the Superior Court of Justice concluded in Koziarski v. Sullivan that the answer was “yes”… with respect to wills made before March 31, 1978. Jadwiga Koziarski died on February 15, 2016…read more
Rectification of Wills Unchanged By Supreme Court
In Canada (Attorney General) v. Fairmont Hotels Inc., 2016 SCC 56 (and its Quebec civil code counterpart Jean Coutu Group (PJC) Inc. v. Canada (Attorney General), 2016 SCC 55), the Supreme Court of Canada shook up the tax world by limiting the availability of rectification to prevent unwanted tax consequences. These decisions will undoubtedly have…read more
A Failure to Compensate: What is a Quantum Meruit Claim and How Can It Be Proven in Court?
A claim in quantum meruit is sometimes made in the estates litigation context by a disappointed beneficiary. The words quantum meruit literally mean “as much as deserved.” The claimant argues that he or she deserved compensation from the deceased for work that was done but was not properly compensated for under the deceased’s will. In…read more
Home? Or a Retirement Home? The Court Must Decide
An elderly woman suffers from dementia. Her two children are both her attorneys for property and personal care. Both have diametrically opposed plans for where she would live. In Walter Burnat v Mary Bosworth et al, 2016 ONSC 2607 (S.C.J.) the court had to decide whether the mother – Olga – would continue to live…read more