Tag: knowledge

19 Feb

The Latest ONCA Pronouncement on Will Challenges

Doreen So Capacity, Estate & Trust, Litigation, Uncategorized, Wills Tags: , , , 0 Comments

 

Another will challenge was before the Court of Appeal this month on February 5, 2019.  Reasons for the panel, comprised of Pepall, Trotter, and Harvison Young JJ.A., were released in writing on February 13th.  Quaggiotto v. Quaggiotto, 2019 ONCA 107, can be found here.

The issue of validity was solely focused on a codicil that was executed by Maria Quaggiotto when she was 87 years old.  The codicil left the residue of her estate to one son, Livio, while her will had previously left an equal division of the residue to both of her sons, Livio and Franco.

After a 10 day trial, Justice Rogin found that the codicil was valid.

On appeal, the challenger Franco sought to overturn various findings of fact and findings of mixed fact and law.

Ultimately, the panel upheld the decision of Justice Rogin.

The panel reaffirmed the Court of Appeal’s decision in the Orfus Estate with respect to the notion that testators are not required to have “an encyclopedic knowledge” of their assets in order to satisfy the test for testamentary capacity.

Interestingly enough, the Court of Appeal found that the trial judge was sufficiently alive to corroboration requirements of section 13 of the Ontario Evidence Act even though Justice Rogin’s decision would appear to have erroneously cited section 13 of the Ontario Estates Act for this important statutory requirement.  The adage “form over substance” did not hold water in this appeal given that the actual legal requirement was adequately considered by Justice Rogin.

Thanks for reading!

Doreen So

01 Nov

Hull on Estates #491 – Knowledge, Approval, and Evidentiary Burdens

Hull & Hull LLP Hull on Estate and Succession Planning, Hull on Estates, Podcasts, PODCASTS / TRANSCRIBED, Show Notes, Show Notes, Wills Tags: , , , , , , 0 Comments

This week on Hull on Estates, Jonathon Kappy and Nick Esterbauer discuss the recent decision of the Manitoba Court of Queen’s Bench in Garwood v. Garwood Estate, 2016 MBQB 113, 19 E.T.R. (4th) 55, which raises issues of knowledge and approval, suspicious circumstances, and shifting evidentiary presumptions within the context of a will challenge.

Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.

Click here for more information on Jonathon Kappy.

Click here for more information on Nick Esterbauer.

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