Executor Cannot Use Estate Funds To Defend Personally

Executor Cannot Use Estate Funds To Defend Personally

In a Wills variation claim (now section 60, WESA) an executor cannot use estate funds to defend him or herself if a beneficiary, and may  use reasonable estate  funds to defend the claim but only in the capacity of executor and not beneficiary. In a… Read more

Long Delayed Court Action Justified

Long Delayed Court Action Justified

An application for dismissal of the court action for want of prosecution was dismissed when the court found that the reasons for the 13 year delay of the court action was justified. The law relating to dismissal for want of prosecution was recently summarized in… Read more

S. 52 WESA: Undue Influence Presumption re Dependence

S. 52 WESA: Undue Influence Presumption re Dependence

Positions of dependence or domination are frequently involved in estate litigation and typically relate to caregiving or predator type behavior that ultimately takes advantage of  feeble mind. Elder Estate v Bradshaw 2015 BCSC 1266 involved a contested court action re  the validity of the deceased’s… Read more

WESA Probate Delivery Rules

WESA Probate Delivery Rules

Re Davies estate 2014 BCSC 1233 deals with the WESA probate rules relating to the 21 day notice and proof of delivery of that notice. This blog will be of note to anyone applying for a grant of probate or administration as to the requirements… Read more

S. 60 WESA (Wills Variation) Explained

S. 60 WESA (Wills Variation) Explained

I was counsel for the plaintiffs in both the WESA case Brown v Pearce Estate 2014 BCSC 1402 which relied upon the law as set out in detail in McBride v Voth estate 2010 BCSC 443 in which I was also counsel, and both cases… Read more

Wills Made In Another Country Easier to Prove Under WESA

Wills validly made in foreign countries will be easier to prove under WESA S.80 The criteria are reasonable and not onerous to meet. Validity of wills made in accordance with other laws 80  (1) A will is valid as to the formal requirements for making the will and… Read more

Marriage No Longer Revokes a Will Under WESA

Revocation of a Will before Part 4 of the WESA came  into force on April 1.14, is not revived by virtue of Part 4 coming into force (s. 186(3)). This exception is of particular importance if the will-maker marries after making a will. As the… Read more

WESA# 37- S. 25 Allows For Removal of Executor

One of the most common complaints of estate litigants is the role, choice or behavior of the executor chosen by the deceased. The Courts are reluctant to remove an executor without valid reasons. For further in depth discussion of removal of executors, trustees ( personal… Read more

Vancouver Sun Quotes Trevor Todd re WESA

Ian Mulgrew: WESA, new wills and estates law brings sweeping change to B.C. Aims to provide greater certainty and simplify process for those distributing an estate The Wills, Estates and Succession Act (WESA) passed by the B.C. legislature on Sept. 24, 2009 finally comes into force… Read more

WESA – Priority for Appointment of Administrator In Intestate Estates

Section 130 of WESA is a new section that provides for a priority of the various persons who may be entitled to apply for a grant of administration where the deceased died without a will (intestate)   The spouse has priority but may nominate another… Read more

WESA #34- S. 2 Definition of Spouse Still Unclear

I was recently asked to write an article on the effect of WESA on the Wills Variation act for the Canadian Bar Association. There in fact are very few changes under WESA relating to the WVA, other than what the original definition of spouse had… Read more

WESA #33 – It Starts Tomorrow – The Transition Rules

RULE 25-16—TRANSITION Rules 61 and 62 which had been around for at least three decades are now repealed and replaced with Rule 25-16 The Transitional Provisions, Repeals and Consequential and Related Provisions are set out in Sections 185-190 of WESA Definition (1) In this rule,… Read more

WESA Definitions Under the Probate Rules

  There are so many new terms used in both the WESA Act and its Probate Rules ( 25-1) . Perhaps more importantly, the definitions used in both the Act and the Rules often give rights and powers in and to them selves, such as… Read more

WESA #31- Definitions Under The Act

Definitions Under The Act PART I —DEFINITIONS AND INTERPRETATION I (I) In this Act: “beneficiary” means (a) a person named in a will to receive all or part of an estate, or (b) a person having a beneficial interest in a trust created by a… Read more

WESA #30 – Powers of Subpoenas for Testamentary Documents Increased

Powers of Subpoenas for Testamentary Documents Increased New Rule 25- 12 of WESA greatly expands the subpoena process in obtaining testamentary documents and grants. Rule 25-12 (1) allows a person to apply for a subpoena to require a person to deliver to the registry a… Read more