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Posts Categorized: Estate Litigation
179 ResultsA Resulting Trust May Arise Before Death
In estate disputes, it is common for parties to try to claw back into the estate bank accounts that were held jointly with the testator before death. The law provides a mechanism to do this – a resulting trust. Briefly, a resulting trust works as follows: any time property is transferred to someone else for…read more
When Will A Court Order a Mental Examination?
In what circumstances will a court order a plaintiff to undergo a mental examination to determine whether she is a party under a legal disability who has to be represented by a litigation guardian? This was one of the issues for the court to determine in the recent Ontario case of 626381 Ontario Limited et al….read more
When Co-Estate Trustees Cannot Agree To Sell The House
While administering an estate, one of the most difficult challenges an estate trustee can face is the situation where a beneficiary continues to reside in a property that is an estate asset when the estate trustee wishes to list the property for sale. When there is disagreement on this issue amongst co-estate trustees, an estate…read more
If There is a Valid POA, the Court Cannot Order a Guardianship
The recent decision in Lehtonen v. Neill serves as a useful reminder of the sometimes overlooked subsection 22(3) of the Substitute Decisions Act. This provision prohibits the court from appointing a guardian where the court is satisfied that decision making for the incapable person can be met by a less intrusive means. It says: The Court shall not…read more
Post Security or Go Home
You don’t often hear about a motion for security for costs in estate litigation (if nothing else the parties are usually very much present in the jurisdiction and have some financial worth). However, estate litigants have been ordered to post security for costs just as in any other civil litigation. Equally, estate litigants have successfully…read more
The Reward For Civility: No Costs Against You
Justice DiTomaso recently released an interesting costs decision following his reasons in the case of Stevens v. Fisher Estate (blogged on earlier this year by Jasmine Sweatman on All About Estates). Due to the good conduct of the parties, the Court ordered each side to bear its own costs. By way of quick recap of…read more
Court Need Not Always Order a Fiduciary to Account
In an earlier blog by fellow blogger Jasmine Sweatman, she commented on the emerging principle of proportionality in our judicial system and how it might impact on a fiduciary’s duty to pass accounts. She queried: Where does proportionality “fit” with the right of a beneficiary of an estate or trust to review and make inquiries of the…read more
When Is It Too Late To File A Notice Of Objection To The Appointment Of An Estate Trustee?
In a recent case, the court had to determine if a notice of objection to the issuance of an appointment of an estate trustee could be filed after summary judgment had been granted, striking another objector’s objections as invalid and a certificate of appointment had been issued to the estate trustees. By way of background, the…read more
Enzo the Mixer
May an attorney for property mix his own funds with that of the incapable person? The short answer is: never. But the consequences for a well-meaning but ill-advised client might not be as dire as we litigators sometimes would expect. In the recent case of Villa v. Villa 2013 ONSC 2202, two brothers, Renzo and Enzo Villa, clashed…read more
Keep the Trains Running: The Importance of a Status Hearing
In a recent decision by the Ontario Court of Appeal, the court turned its attention to a frequently encountered issue in civil litigation: under what circumstances should an action be dismissed for delay by the court following a status hearing? The appellant (plaintiff) appealed a lower court order dismissing the action for delay after a status hearing….read more