30 total
Interim dependants' support denied due to conflicting evidence regarding common law spousal status.
The applicant sought interim dependants' support of $45,000 under the Succession Law Reform Act, claiming she was the common law spouse of the deceased.
The respondents, the deceased's daughters and family, disputed the relationship, providing conflicting evidence that the deceased did not cohabit with the applicant.
The court dismissed the motion, finding that due to the conflicting affidavit evidence and lack of independent corroboration, the applicant failed to establish a prima facie case or special circumstances justifying interim funding.
The court fixed costs at $75,000 for the successful estate trustee, payable from the respondent's 5% interest in the estate.
The court fixed costs for the Estate of Robert MacNeil and an individual personally at $75,000, to be paid by the respondent.
The costs were allocated $55,000 to the Estate and $20,000 to the individual personally.
The court directed that the respondent's share of townhouse proceeds ($24,624.42) be paid to his counsel for fees and a mediator's invoice, and the remaining costs be paid from the respondent's 5% interest in the Estate.
The court declined to recognize the respondent's counsel's claim for a charging order.
Joint tenancy severed by mutual agreement prior to death; estate entitled to 50% interest as tenant in common.
The applicant estate trustee sought to recover the estate's interest in a townhouse co-owned by the deceased and the respondent.
The respondent claimed the property by right of survivorship, arguing the joint tenancy was never severed, and brought a cross-application for unjust enrichment regarding beneficiary designations.
The court found that the joint tenancy had been severed by mutual agreement prior to the deceased's death, making them tenants in common.
The respondent's cross-application for unjust enrichment and constructive trust was dismissed, as was the estate's motion for contempt regarding the respondent's delay in signing closing documents.
Successful appellants in estate litigation awarded partial indemnity costs for both the motion and appeal.
Following a successful appeal in an estate litigation matter, the appellants sought costs for both the motion below and the appeal.
The Court of Appeal awarded the appellants their full requested costs for the motion below, totaling approximately $319,000, noting these were less than the costs originally awarded to the respondents.
For the appeal, the court awarded partial indemnity costs of $100,000 and $75,000 to the respective appellants.
The court rejected the argument that the issues were sufficiently novel to depart from the normal costs rules, and held that the public policy considerations for a blended costs award payable from the estate were not engaged.
Equitable doctrines of estoppel do not apply to bar challenges to the validity of a will.
The appellants challenged the validity of the testator's 2010 wills on the basis of lack of testamentary capacity and undue influence.
The respondents successfully moved to dismiss the challenges on the basis that they were barred by the equitable doctrines of estoppel by representation and estoppel by convention.
The Court of Appeal allowed the appeal, holding that the equitable doctrines of estoppel do not apply to bar a challenge to the validity of a will.
The Court also held that an interested person does not have an automatic right under rule 75.01 of the Rules of Civil Procedure to require that a will be proved in solemn form, as the court retains discretion over whether and how a testamentary instrument is proved.
Full indemnity costs awarded after unreasonable refusal to account in estate litigation.
Following an earlier order granting comprehensive directions concerning the administration of two related estates, the applicants sought costs.
The applicants had successfully obtained an order requiring, among other things, preservation of estate assets and directions relating to the administration of the estates and the conduct of attorneys acting under a power of attorney.
The court found that the responding estate trustees had taken unreasonable positions by refusing to provide an informal accounting and declining reasonable settlement efforts.
Applying the principles of proportionality and reasonableness under Rule 57.01, the court awarded full indemnity costs to the applicants.
Costs were ordered partly against the respondent trustees personally and partly payable from the capital of one of the estates.
Partial indemnity costs awarded for motion forcing removal of conflicted counsel.
In estate litigation concerning whether $1.3 million transferred by a deceased to the defendant was a loan or gift, the defendants sought costs related to steps taken to remove the plaintiffs’ original counsel due to an alleged conflict of interest arising from counsel’s participation in discussions with the deceased before death.
The court held that the defendant was entitled to costs because the plaintiffs ultimately conceded the removal of counsel after significant preparation had already been undertaken.
However, the court found the circumstances did not justify substantial indemnity costs, emphasizing that no party’s conduct was reprehensible and that the motion itself would not have been complex.
Costs were therefore awarded on a partial indemnity basis in the amount of $15,000 inclusive of disbursements and taxes.
The court also directed that the defendant’s request for leave to bring a late dependant’s relief claim under the Succession Law Reform Act should be determined at trial rather than through a separate pretrial motion.
Motion granted to consolidate estate actions, order preservation of property, and compel passing of accounts.
The applicants brought a motion for an Order for Directions regarding the estates of Enrico and Ida Carfagnini.
They sought to consolidate the two actions, obtain a preservation order, compel the passing of accounts by Ida's attorneys for property, and order the disclosure of third-party solicitor and financial records.
The respondents opposed the consolidation and the preservation order for Enrico's estate.
The court granted the applicants' motion, ordering the consolidation of the actions, a preservation order for both estates, the passing of accounts, and the requested disclosure, finding that the issues in both estates were intertwined and raised significant concerns.
Court passes trust accounts where objections were vague and no fraud alleged.
The applicant First Nation challenged the passing of accounts for a community trust created to manage settlement funds, raising objections regarding real estate purchases, administrative expenses, accounting practices, record‑keeping, and trustee compensation.
The court reviewed the governing trust agreement and the statutory framework under the Trustees Act and Estates Act.
It held that trustees are judged by a good‑faith standard equivalent to that of an ordinarily prudent person managing their own affairs and that objections to a passing of accounts must be specific enough to permit meaningful response.
The court found the objections vague or unsupported, and noted the applicant did not allege fraud or seek repayment of funds.
The trustees were found to have acted in good faith and the accounts were passed in full.
Costs of $7,500 awarded to successful party on stay motion; full indemnity scale rejected.
The applicant sought costs of $61,486.11 on a full indemnity basis following the respondent's unsuccessful motion for a stay.
The respondent argued for no costs due to divided success.
The court found the applicant was entitled to costs as the successful party under rule 24(1) of the Family Law Rules, but declined to award full indemnity costs.
Finding the amount sought excessive for a non-complex motion, the court awarded costs fixed at $7,500 inclusive.