Estate Litigation

A Touch of Modernity

In its costs decision for Campbell v. Evert (previously blogged about here), the Ontario Superior Court of Justice further distilled the rationale and policy reasons informing the “modern approach” to fixing costs in estate litigation. Background As frequent readers of this blog may recall, Dr. Ewert (the “Deceased”) passed away in 2011. She left behind […]

Costs, Court Applications to Interpret a Will or Trust, Court Procedure, Estate Litigation, Will Challenges

The 6ix or the 226? That is the Question

Where does one commence a legal proceeding? When can one transfer a proceeding to one’s own hometown? These are simple enough questions, but with answers that may surprise you. The recent Ontario Superior Court of Justice decision of Estate of Byung Sun Im, deceased, 2018 ONSC 2223, set out the answers clearly. Background Byung Sun

Court Applications to Remove an Executor / Estate Trustee, Court Procedure, Estate Litigation, Other Claims & Remedies Against Estates

But 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

Contested Passing of Accounts, Estate Administration, Estate Litigation, Limitation Period, Passing of Accounts

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

Capacity, Will Challenges
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