This motion for directions concerned the validity of a new power of attorney and will executed by an 88-year-old mother with cognitive impairment, which appointed her daughter Deborah Johnston as power of attorney, replacing her other daughter Denise Pettipas.
The applicant, Denise Pettipas, sought broad disclosure of financial and medical records and a waiver of solicitor-client privilege.
The court found the applicant's counsel's approach aggressive and some requests, particularly the privilege waiver, to be overreaching.
While acknowledging the respondent's difficulties with communication, the court ordered the respondent to provide a full accounting of the mother's financial affairs and medical reports from the date of the new power of attorney, and imposed a non-dissipation order.
The court denied the broad privilege waiver and orders against the mother's lawyer.
The applicant's requested costs of over $15,000 were deemed excessive and reduced to $1,500.