The Toronto-Dominion Bank (TD) sought court direction regarding whether Caroline Witoszkin, the Estate Trustee and sole residual beneficiary of Judith Jenkins' 2022 Will, had a fiduciary duty to notify beneficiaries named in Judith's prior 2008 Will.
TD argued for notice due to the unique circumstances, including Witoszkin's former professional relationship with Jenkins and alleged suspicious circumstances.
Witoszkin opposed, asserting no such duty.
The court dismissed TD's application, finding that the Estate Trustee of the current Will has no fiduciary obligation to beneficiaries of a prior Will, especially where the testator's intentions were clear and the solicitor confirmed no undue influence.
