Who is an “interested person”?

September 22, 2016 Nick Esterbauer Estate & Trust, Wills Tags: , , , , , , , , , , 0 Comments

A recent decision of the Supreme Court of Nova Scotia considers the issue of which individuals may qualify as persons having an interest in an estate.

Kenny v. Kenny Estate, 2016 NSSC 214 (CanLII), featured a situation in which the deceased, a father of two, had executed a new will after his wife and son had died.  The deceased’s last will and testament named his daughter as sole residuary beneficiary.  His prior will named both children (or their surviving issue) as alternate beneficiaries in the event that his wife predeceased him.  The granddaughter of the testator, being the daughter of the predeceasing son, sought to have the will proved in solemn form as a “person interested in the estate”.

Who qualifies as an "interested person" in an estate?
“A recent decision of the Supreme Court of Nova Scotia considers the issue of which individuals may qualify as persons having an interest in an estate.”

The application was heard within the context of Nova Scotia’s Probate Act and the related procedure and regulations.  The Probate Act refers to the requirement to prove a will in solemn form on application by an interested person seeking this relief.

In determining that the granddaughter qualified as an interested person and had standing to bring such an application, the Court considered the following facts:

  • The granddaughter would have benefitted as an alternate residuary beneficiary under a prior will (as a result of her grandmother’s death and her father’s death before that of her grandfather);
  • The inclusion of grandchildren as issue is consistent with the jurisprudence and
    the definition of the word used in Nova Scotia’s Intestate Succession Act;
  • The granddaughter was a lineal descendant of the testator, and, accordingly, qualified as his “issue”.

In Ontario, an “interested person” who objects to a will and seeks to have it proven in solemn form can, similarly, request this relief pursuant to Rule 75.01 of our Rules of Civil Procedure.  However, the Ontario Court of Appeal recently confirmed that the right of an interested person to have a will proved in solemn form is not absolute.  An interested person may request proof in solemn form but cannot require it, as it is in the discretion of the Court alone to determine whether the testamentary instrument ought to be proved and, if so, the manner in which this is to be done.

Thank you for reading.

Nick Esterbauer

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