Tag: practice direction

03 Sep

Motions to approve a settlement – Are they brought in writing or in person?

Stuart Clark Estate Litigation Tags: , , , , , , , , , , , 0 Comments

I have previously blogged about the need to have any settlement which affects the interests of a party under a “legal disability”, whether on account of them being a minor or otherwise, to be approved by the court in accordance with rule 7.08 of the Rules of Civil Procedure before the settlement is binding upon the party under a disability. Although rule 7.08 is clear what materials need to be included in any Motion to approve a settlement, with affidavits being required both from the incapable person’s litigation guardian as well as the litigation guardian’s lawyer outlining why they believe the settlement should be approved, what is less clear is the actual procedure by which such a Motion is brought before the court.

There has been some debate recently about whether in Toronto a Motion to approve a settlement should be brought in writing or if they should be brought before a Judge in person. The apparent confusion appears to be caused by what appear to be competing instructions that are contained in the practice direction for the Toronto Region as well as the practice direction for the Estates List, with one appearing to tell you to bring the Motion in writing and the other appearing to tell you to do the opposite.

The general practice direction for the Toronto Region provides the following regarding an approval Motion under rule 7.08:

A motion under Rule 7.08 must be brought in accordance with the Best Practice’s Guidelines and Checklist for rule 7.08 matters.”

The Best Practice’s Guidelines and Checklist in turn provides:

Rule 7.08 requires the approval of a judge for any proposed settlement on behalf of a party under a disability. This is done by way of a motion made in writing or if no action has been commenced, then the approval of a judge is obtained by way of an application. In Toronto, Rule 7 motions and applications are to be filed as in-writing motions through the civil intake office, in the motions department.” [emphasis added]

The checklist appears clear that if you are bringing a motion to approve a settlement in Toronto that it is to be done in writing. As a result, if your matter is subject to the general Toronto practice direction, it would appear fairly clear that your approval Motion must be brought in writing.

Although the general Toronto practice direction appears clear that approval Motions are to be brought in writing, many, if not most, estates matters in Toronto are adjudicated on the specialized Estates List. The general Toronto practice direction notes that it does not apply to matters on the Estates List unless it is specifically mentioned, stating:

This Practice Direction does not apply to motions or applications heard on the Commercial and Bankruptcy Lists, Estates List, or under the Class Proceedings Act, 1992, unless specifically mentioned.” [emphasis added]

There appears to be no reference in the general Toronto practice direction that the “in writing” rule for approval Motions is to apply to matters on the Estates List. As a result, it would appear that such a rule does not apply to matters on the Estates List, and that we are to revert to any direction provided in the Estates List practice direction regarding approval Motions.

The Estates List practice direction provides the following regarding how approval motions are to be brought before the court:

Where the settlement of a proceeding on the Estates List requires court approval, the motion for approval of the settlement and the application for the appointment of a guardian of property should be brought before a judge on the Estates List.” [emphasis added]

There is no reference in the Estates List practice direction to the approval motion having to be brought in writing, with the practice direction simply stating that it has to be brought “before a judge”. Although a technical reading of such a direction may suggest that a matter could be brought “before a judge” in writing, in the absence of any specific bar to bringing the approval Motion before a Judge in person, and as Judges often have questions about a settlement before granting their approval, it would appear that absent any additional direction from the court that approval motions on the Estates List can (and probably should) still be brought before a Judge in person.

The result of all of this appears to suggest that if you are seeking the approval of a settlement in Toronto and your matter is on the general civil list that you have to bring the approval motion in writing. If you matter is on the Estates List however it would appear likely that you can continue to bring your approval Motions in person before a Judge. Matters in jurisdictions outside of Toronto should consult with your local practice direction for any direction regarding how they may want you to bring any approval Motions.

Thank you for reading.

Stuart Clark

07 Jan

Change in Practice Direction – How to refer to “Masters” in court

Stuart Clark General Interest Tags: , , , , , , , , , , , , 0 Comments

If you are anything like me you have previously struggled with how you are to refer to Masters in court. Referring to them as “Master” always felt a little bit awkward, while at the same time you were always not sure if the more formal “Your Honour” was reserved solely for Judges.

If you have ever experienced similar uncertainty wonder no more, as the Consolidated Practice Direction for the Ontario Superior Court of Justice was recently amended to clarify how you are to refer to Masters in court. In accordance with the revised item 114 of the Practice Direction, it is confirmed that you are to refer to Masters as “Your Honour” in English and “Votre Honneur” in French.

Now that the potential embarrassment of using the incorrect honorific in referring to Masters has been resolved, now may also be an opportune time to provide a reminder that in accordance with item 58 of the same Consolidated Practice Direction lawyers are not required to gown when appearing before a Master.

So in summary, in accordance with the updated Consolidated Practice Direction you are to refer to Masters as “Your Honour” when appearing before them, while at the same time you are not required to gown. Consider yourself properly prepared for you next appearance before a Master.

Thank you for reading.

Stuart Clark

26 Nov

Words to Practice By Regarding the Toronto Estates List

Doreen So Estate & Trust, General Interest, In the News, Litigation, News & Events Tags: , , , , , , , , 0 Comments

The Honourable Mr. Justice Thomas McEwen spoke at the Estates Litigation Networking Reception hosted by the Advocate’s Society on November 23, 2015.

Justice McEwen was appointed to the Superior Court of Ontario in June, 2009 and he is currently the Civil Team Leader and Head of the Estates List in the Toronto Region.  Justice McEwen spoke at length on various issues that he wishes to convey to the estates bar which is my pleasure to reiterate on this blog.

Given the volume of matters on the Estates List, Justice McEwen noted that the Court should be provided with notice of a settlement as they occur, rather than last minute notice near the time of a scheduling appointment or hearing.  He advised that too many days on the list are being lost by last minute cancellations.  Notice of a settlement may be provided to the Court by e-mail to toronto.estates@ontario.ca.

Moreover, he spoke of the fact that each 9:30 scheduling appointment is allocated with ten minutes of time and counsel are expected to converse with one another and resolve as much as possible prior to entering the Judge’s chambers.

In cases where there are issues relating to persons under disability on a motion for directions, the Court prefers that counsel request 10:00 a.m. hearings, rather than 9:30 a.m. scheduling appointments, in order to provide the Judge with 20 minutes to canvas such issues with counsel.  Moreover, it allows the Judge to have the benefit of being able to review the full record in advance.

Lastly, communication between counsel is key in order to avoid unnecessary motions for directions.

Click here to review the Consolidated Practice Direction Concerning the Estates List in the Toronto Region as well as the relevant parts of the Consolidated Provincial Practice Direction, the Consolidated Practice Direction for Divisional Court Proceedings as well as any other relevant Toronto region-specific Practice Directions and Guides.

Thank you for reading!

Doreen So

22 Mar

Practice Direction Retrospective: Scheduling Appointments, Hearing Matters and Adjournments (Part 1 of 2)

Hull & Hull LLP Estate & Trust, Litigation Tags: , , , , , 0 Comments

It has now been almost a year since the April 1, 2009 Practice Direction Concerning the Estates List of the Superior Court of Justice in Toronto so I thought I’d start the week with a with a two-part blog containing a few general observations and some practice tips for Toronto. Today’s topic is Scheduling Appointments.

The Scheduling Appointment was created to reduce adjournments and to make the court system more efficient and less costly. It preceded Ontario’s new Rules of Civil Procedure and had many of the same goals in mind, most notably proportionality, which is now an overarching consideration. 

A Scheduling Appointment is ten minutes long and is a very versatile mechanism to allow you to get before the Court relatively quickly to obtain assistance. It can be used to “speak to a matter”, to set down a timetable or to obtain a consent order. They can be booked on two days’ notice and generally you can get on the list within a week or two.

Adjourning a Scheduling Appointment

  • If a Scheduling Appointment was booked through OSCAR or the Estates office, you can adjourn it administratively by filing your confirmation form cancelling the Scheduling Appointment or adjourning it to another date. It is best to do this as far in advance as possible. Once you file the confirmation form, you cannot easily amend it to get it off the door list. You should check OSCAR the day before the scheduled date to make sure the cancellation has been noted and the matter is not on the list for the day you seek to adjourn. If you fail to appear on a Scheduling Appointment, the Court can set a timetable or a hearing date in your absence.
  • You can adjourn the Scheduling Appointment to a specific date and note this on your confirmation form but this is not necessary. If you are in negotiations or are otherwise not ready to address the matter, you should note on your confirmation form that you will bring it back to a Scheduling Appointment when the parties are ready. This will avoid endless re-scheduling of Scheduling Appointments. Since they are quick and easy to get, no need to schedule them way in advance.  
  • If a Scheduling Appointment has been scheduled by the Court, counsel should appear to speak to an adjournment request. Although the Practice Direction doesn’t specifically say this, it has been the de facto procedure adopted.

Stay tuned for Part 2 in tomorrow’s blog about adjournments of Hearing Matters, and some general tips when appearing in Court on adjournments.

Have a great week!

Sharon Davis

Sharon Davis – Click here for more information on Sharon Davis.

 

SUBSCRIBE TO OUR BLOG

Enter your email address to subscribe to this blog and receive notifications of new posts by email.
 

CONNECT WITH US

CATEGORIES

ARCHIVES

TWITTER WIDGET