Bianca V. La Neve

The applicant, an estate trustee and beneficiary, moved to appoint an institutional estate trustee during litigation for her father's substantial estate.

The motion was opposed by the other estate trustees (the applicant's mother and siblings) and another sibling.

The court found that the mother, Ida Rubin, likely lacked capacity, and the other estate trustees had engaged in questionable transactions, including retroactively characterizing assets as jointly held to avoid probate fees, making large gifts from the spousal trust to themselves, and failing to provide proper disclosure or pass accounts despite repeated requests.

The court emphasized its inherent jurisdiction to supervise estates and appoint an estate trustee during litigation to ensure neutral stewardship, protect beneficiaries' interests, and maintain a level playing field, especially given the conflicts of interest and animosity among the parties.

The court addressed costs following the dismissal of a motion by certain respondents to disqualify the applicant's counsel.

The applicant sought full indemnity costs, arguing the motion was tactical and based on unsubstantiated allegations.

The court agreed, finding the respondents' claims of confidential information misuse were disingenuous, particularly given their deliberate disclosure of the "Memo" in question.

The court also noted the tactical use of a summons to witness.

Applying section 131 of the Courts of Justice Act and Rule 57.01 of the Rules of Civil Procedure, the court awarded the applicant $25,500 in full indemnity costs against the moving respondents (excluding the Office of the Children's Lawyer and Arsandco Investments Limited), emphasizing that such motions, when brought for illegitimate tactical reasons or with unsubstantiated allegations of unethical conduct, warrant enhanced costs.