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Posts Categorized: Estate Litigation
183 ResultsDivisional Court Guidance on “Proper Support”
Bonnie and Danny had a 12 year common law relationship. In a modern twist on the typical fact scenario, Bonnie was the older, successful business woman and Danny was the younger man who left his job at Bonnie’s car dealership to look after things at home. At trial, Justice Greer found that they were very…read more
What Happens to the Residue of a Trust when a Gift Over Fails?
In a recent Ontario case, the Applicant, a beneficiary of a testamentary trust, sought an order declaring that the gift over of the trust was voided for uncertainty. He also sought an order that the entire trust be paid out to him immediately. The estate trustee took the position that the gift over clause was…read more
Creativity Can Kill: Striking Out Pleadings
A decision of the Ontario Superior Court, Catford v. Catford 2014 ONSC 135 demonstrates the importance of getting pleadings right. In this case, the plaintiff sued his niece for “$670,000 or such other sum as may represent one-third of the Catford family estate”. The facts pled in support of this claim was that the plaintiff’s…read more
Waiver of Solicitor-Client Privilege
It is a well-recognized principle of law that communications between a client and his lawyer are privileged and remain private and confidential even after death. Only the client can choose to waive privilege and allow the communications to become public. Waiver can be either explicit or implicit. One well known example of implicit waiver of…read more
Will Challenges by Estate Trustees – A Hard Sell
If you take steps to administer an estate pursuant to a will or to otherwise behave as if a will is valid, you may lose the right to later challenge that will. In Neuberger v. York, a decision of Justice Greer released in November 2014, she considered a motion to dismiss a will challenge that…read more
Summary Judgment and Trotter Estate
As expected, the Supreme Court of Canada’s major decision in Hyrniak v. Mauldin has led to an increased use of the summary judgement motion in Ontario. On a motion for summary judgement, a court disposes of a case without the need for a costly and time consuming hearing or trial. However, some recent court decisions…read more
Can You Give A Cottage Back?
It is common to find a provision in a will which allows the estate trustee to distribute assets in specie – meaning instead of selling all the estate assets and dividing the proceeds between the beneficiaries, the estate trustee may transfer the assets directly to the beneficiaries as payment in kind. Giving the estate trustee…read more
Alcoholism Alone Not Enough to Negate Testamentary Capacity
In daBalinhard, the Saskatchewan Court found that a history of alcoholism, short term memory loss and unusual behavior was not enough to sustain a will challenge. After a forty-year marriage, the testator, John, and his wife, Shirley, separated on August 16, 2011. Two months after their separation, John executed a new will on October 20,…read more
Being Removed or Renouncing as Estate Trustee?
Although they sound similar, there are important procedural differences between “removing” an estate trustee and “renouncing” the right to act as an estate trustee. Where the named estate trustee has not yet begun acting in her role as estate trustee (i.e. she has not yet undertaken any work administering the estate), she may “resign” or…read more
Beneficiaries Left Paying for Estate Trustee’s Mortgage
Can an estate trustee’s ability to mortgage an estate property be limited by s. 9 of the Estates Administration Act? This was the question recently addressed by the court in Di Michele v. Di Michele. Section 9 of the Estates Administration Act allows for real property to automatically vest in the beneficiaries of an estate…read more