multiple wills

Use of Multiple Wills Approved

  In re Berkner Estate 2017 BCSC 619 the Court approved the use  of Multiple Wills in estate planning .    The applicant submits that a person is entitled to have more than one valid will. As an example, multiple wills may be used when… Read more

gratuitous

Gratuitous Agency

Agency can simply be defined as a person authorized by another to act for him or her with entrusted business, and the agent represents that the agent is acting for another under the contract of the relation of agency. The  case of Siemans v Howard… Read more

Heavy Duty

Drafting Lawyer Has Heavy Duty to Investigate Mental Capacity

Friesen v Friesen Estate (1985) 24 ETR 191 sets out inter alia the heavy duty upon a lawyer taking instructions for a will to investigate and satisfy him or herself that the testator has mental capacity. 77      The law reports of England and Canada are… Read more

Gift to Witness to Will Cured By S 43 WESA

Bach Estate 2017 BCSC 548  cured a gift to witness to will to be valid   when prior to WESA  on March 31, 2014 it would  have been invalid.   One of the witnesses to the will was the husband of the deceased and a beneficiary under… Read more

Spoliation of Evidence

Spoliation of evidence is the intentional destruction of relevant evidence when litigation exists or is pending. There are few cases on the issue in Canada but it does occur on occasion.   In Holland ( Guardian ad litem) v Marshall 2008 BCCA 468 the appeal… Read more

Renewal of Wills Variation Claim Not Served In Time

Rodgers v Rodgers Estate 2017 BCSC 518 dealt with an application for a  renewal  court proceedings in a wills variation claim under S 61 WESA that states in 61 ( B) that the proceeding must be served on the executor of the will no later than 30… Read more

Executors Entitled To Indemnification For Fees and Expenses

Re Collett Estate 2017 BCSC 473  confirmed the well settled law that executors at entitled to  indemnification for properly incurred fees and expenses in carrying out their administration of an estate. Jackson et al v. King et al, 2003 BCSC 328 at para. 12: As Executors,… Read more

Trustee Fee For Care and Management of Estate Assets

Re Pedlar 1982 BCJ 1553 deal with the criteria for an estate trustee fee for the care and management of estate assets not to exceed .4% of the average market value of the estate assets.   It was recently followed in Collett Estate 2017 BCSC… Read more

Executor Trustee Removed For Delay

Re Collett Estate 2017 BCSC 473 is the most recent of a judicial trend to remove an executor trustee for delay in the distribution and finalization of an estate.   In Collett the deceased died in 2008 and was removed as a result of the inordinate delay… Read more

Security For Costs of Trial and Appeal

Arbutus Bay Estates Ltd v Canada ( A-G) 2017 BCCA 133 dealt with the law for security for costs for both an appeal as well as  trial that lasted 18 days and was appealed. Security for costs was awarded in the amount of $50,000 for… Read more

Stay of Proceedings

Gerritse v Hospital For Sick Children 2017 ONSC 1859 dealt with an application for a stay of proceedings in one court case until the paternity issue in another case was firstly decided. The Court refused the application and cited the law as previously set out in… Read more

Shutting Down the Frivolous Vexatious Litigant

Canada v. Olumide 2017 FCA 42 set out a road map on how to rid the court’s back log of the frivolous and vexatious litigant, albeit with ” dignity and respect.” The Federal Court relied upon s 40 of the Federal Court act but most… Read more

Court May Hear Additional Evidence Before Entry of Order

Clayton v British American Securities Ltd ( 1934) 3 WWR 257 ( BCCA) upheld  the discretionary  power of a trial judge to hear additional evidence after judgement was pronounced but before the order was entered .   At the close of a trial judgment was reserved and after… Read more

Parens Patriae Jurisdiction of the Courts

Re Senini 2016 BCSC 2299 invoked the  the parens patriae  jurisdiction of the courts to declare an adult no  longer incapable of handling her affairs. The parens patriae jurisdiction is  founded on necessity, namely the need for the courts to act for the protection of… Read more

Pleading Particulars of Undue Influence

Harder v Harder Estate 2017 BCSC 425 discusses the necessity of pleading particulars of allegations of undue influence  so that the defendant can meet the claim and not be taken by surprise at trial.   Particulars of Undue Influence   [15]        SCCR 3-7 (18) requires… Read more