The Rights of a Surviving Spouse – Spousal Election

I just finished watching Mrs. America, the recent TV series that chronicles the fight by women in the 1970s to enshrine the Equal Rights Amendment (ERA) in the US Constitution. First proposed in 1921, the ERA sought to mandate equality between men and woman. In 1972, Congress passed the ERA, but they could not obtain…

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A Not So Pleasant Dispute: Is Mount Pleasant A Charitable Trust?

Despite Mount Pleasant’s bucolic name, some of the issues surrounding the cemetery recently have been less than… pleasant. The decision to close for Mother’s Day (and the previous closure) due to COVID-19 was controversial. While maintaining social distancing is important, giving residents the ability to use midtown Toronto’s “Central Park” (as one city councilor referred…

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Testamentary Freedom – A Fundamental Right?

Whether testamentary autonomy is a constitutionally protected right has not been considered by the courts … until now. The rules of testamentary succession (i.e. wills and estates) are governed by provincial law. While each province and territory has its own set of statutes, most have imposed some requirements that the deceased make “adequate provision” for…

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Sealing One’s Fate: The Sherman Murders, Probate and Perseverance

The Sherman murders remain famously unresolved and still generate headlines and notoriety. But, for better or worse, life moves on and Barry’s and Honey’s respective estates (collectively the “Sherman Estates”), however mundane, need to be probated and administered. In that regard, the Court of Appeal for Ontario (“OCA”) recently released a decision on an appeal…

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The Open Court Principle Against Protecting the Dignity and Privacy of the Victims of Crime: Quite the Balancing Act

The Ontario Superior Court of Justice was recently tasked with balancing two rather weighty legal principles in Toronto Star Newspapers Ltd. v. Sherman Estate, 2018 ONSC 4706. The particular facts of this case also afforded the Court with the opportunity to reflect on the particular nature of estate files more generally. Background Barry Sherman and…

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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…

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First physician-assisted suicide case in Ontario

Much has been written about last month’s physician-assisted suicide decision by Justice Perell of the Ontario Superior Court of Justice in B. (A.) v. Canada (Attorney General). Ever since the Supreme Court handed down the historic decision of Carter v. Canada (Attorney General) (previously discussed here), as well as its companion decision delaying implementation for an additional four months while…

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Digital Assets Remain a Puzzling Subject in Estates

Peggy Bush, a 72-year-old Victoria B.C. resident, lost her husband David to cancer in August. Peggy, who David left his entire estate to, was able to transfer the title of their house and car to her name without issue by using a notarized death certificate and a copy of the will. The only asset Peggy…

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New Small Estate Probate Procedure Proposed for Estates Below $50,000

The Law Commission of Ontario (LCO) has released its final report on a proposal for a new simplified probate procedure for small estates. The LCO’s report, which includes 15 different recommendations, envisions the creation of a process for estates valued at up to $50,000. In effect, the new system would be a simpler probate system that…

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