August 22nd, 2011
If you are interested in registering for a workshop, please contact Krista Grace at Krista.jessacher@probatelaw.ca.
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca. Her email address is Krista.Jessacher@probatelaw.ca.
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June 28th, 2011
BRITISH COLUMBIA 2001
In the matter of Re The Estate of Linda Darlene Popp aka Linda Darleen Popp, 2001 BCSC 183 (B.C. Supreme Court) the cremated remains of the deceased were at issue.
If you want to read the judgment you can find it on the internet at the CanLII website which is a repository of judgments and an excellent website to have bookmarked if you are interested in reading the law.
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca. Her email address is Krista.Jessacher@probatelaw.ca.
Posted in 2001 Case Study, BC Estate Case Study, Evidence - Deceased Person, Trust, Uncategorized | Comments Off
May 20th, 2011
MANITOBA 2000
In the matter of Mary Russell, by the Committee of her person and estate, The Public Trustee of Manitoba v. Russell, 2000 CanLII 20706 (Manitoba.QB) an adult daughter was ordered to provide an accounting of how her mother’s monies were managed for over ten years.
Due to a flood the adult daughter produced the accounting based on her memory.
A little over $1000 was not accounted for and judgment was awarded against the adult daughter personally, plus interest, plus costs of the hearing in the amount of $950.
The adult daughter did not seek compensation for assisting her mother in her affairs over the years. There was a finding that gifts given on the mother’s behalf were excessive.
A further award of $725 plus disbursements was ordered payable from the estate of the mother to the Public Trustee.
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca. Her email address is Krista.Jessacher@probatelaw.ca.
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May 20th, 2011
SASKATCHEWAN 1995
In the matter of Herndier and The Public Trustee For the Province of Saskatchewan and The Chief Psychiatrist of the Regina Mental Health Clinic, 1995 CanLII 5795, (Sask.QB) the adult in question had been found to be incompetent by certificate and the adult was phoning the Public Trustee’s office repeatedly because he did not like how his affairs were being managed.
He stated in effect that his wishes were not being respected, he was not being treated with dignity and that he felt like he was being treated like a child and given a very modest monthly allowance from the financial instruments he himself earned in his lifetime. There was no reference in the judgement to any family dispute.
The Court indicated that his monthly payment should be higher in light of his significant monthly pension, however the Court declined to encroach on his capital with the concern that it would be an early advance on inheritance if he were to pass a portion of the funds onto his daughter. Potential liability concerns were also mentioned in the judgment.
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca. Her email address is Krista.Jessacher@probatelaw.ca.
Posted in 1995 Case Study, Committeeship - Estate, Saskatchewan Case Study, Trust | Comments Off
May 2nd, 2011
BRITISH COLUMBIA 1991
In the matter of The Public Trustee of British Columbia and Macht, 1991 CanLII 519, (British Columbia Court of Appeal)
The Public Trustee was appealing an order of the Supreme Court to the Court of Appeal regarding the appointment of a committee without a bond pursuant to the Patients‘ Property Act, R.S.B.C. 1979 Ch 313.
The Order in question held that the committee provide an accounting of the home sale proceeds and also that the home itself not be sold without an order of the Court.
The family was not requesting the posting of a bond. At issue before the Court of Appeal was whether as a matter of law the Supreme Court should have ordered the posting of a bond by the committee.
The Public Trustee sought the bond be in the amount of the value of the patient’s personal property, with the amount of the bond to be increased once the patient’s home was sold.
There was no issue that the Estate of the patient could afford the premium cost of the bond, and still cover the living expenses of the patient.
The Court of Appeal reviewed the area of law and commented that generally a bond should be in place in committee cases to protect the estate assets and that it was proper for the Public Trustee to pursue the bond issue.
The Court of Appeal stated that “the function of the bond is to guard against that which is unforeseeable and unsuspected” and the Court reviewed a list of issues to be surveyed. “Since we are told that the Public Trustee’s office processes 600 such applications a year, it would, moreover, be most unreasonable to expect the trustee’s staff to investigate every case in any detail.”
Appeal was allowed and the committee was required to post a bond.
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca. Her email address is Krista.Jessacher@probatelaw.ca.
Posted in Administering Estate, BC Estate Case Study, Bonds, Committeeship - Estate, Real Estate, Trust | No Comments »
May 2nd, 2011
SASKATCHEWAN 2000
In the matter of Herrod and The Public Trustee for Saskatchewan, 2000 SKCA 23 (Sask. C.A.) the Appeal Court of Saskatchewan dismissed an appeal from a decision of the Queen‘s Bench Court (chambers). The Order in question dismissed a property guardian and appointed in its place the Public Trustee.
The chambers decision of the Queen’s Bench Court was upheld with a reference to the standard of review for such a discretionary order.
Costs to be paid by the appellant personally, along with an order that accounts be passed.
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca. Her email address is Krista.Jessacher@probatelaw.ca.
Posted in 2000 Case Study, Administering Estate, Committeeship - Estate, Real Estate, Saskatchewan Case Study, Trust | Comments Off
April 27th, 2011
CANADA
2. Everyone has the following fundamental freedoms:
(a) freedom of conscience and religion;
(b) freedom of thought, belief, opinion and expression, including of the press and other media of communication;
(c ) freedom of peaceful assembly; and
(d) freedom of association.
7. Everyone has the right to life, liberty and security of the person and the right not to be deprived thereof except in accordance with the principles of fundamental justice.
?
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca. Her email address is Krista.Jessacher@probatelaw.ca.
Posted in Power of Attorney, Real Estate, Uncategorized | Comments Off
April 2nd, 2011
SASKATCHEWAN 2003
In the matter of Re Application Pursuant to THE ADULT GUARDIANSHIP AND CO-DECISION-MAKING ACT, S.S. 2000, c. A-5.3, AS AMENDED, 2003 SKQB 61 (Sask. Q.B.) the Court surveyed the issue of bonds for securing estates.
The Public Trustee took the position that a bond was necessary if the applicants were to be appointed property guardians by the Court.
In reviewing the applicable legislation, the Court reiterated the principle of preserving the financial estate of the adult and the limited discretion of the Saskatchewan Court to dispense with a bond. The Court encouraged early communication between applicants and the Public Trustee.
The Court granted the order for personal decision-making and adjourned the application for property guardianship.
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca.
Posted in 2003 Case Study, Administering Estate, Bonds, Committeeship - Estate, Power of Attorney, Real Estate, Saskatchewan Case Study | Comments Off
February 12th, 2011
MANITOBA 2001
In the matter of Yaremko v. Manitoba (Director of Psychiatric Services), 2001 MBQB 85, the second husband of Frances Yaremko was appointed Committee of her property (with bond) and personal care, replacing the Public Trustee pursuant to section 62(1) of The Mental Health Act.
Ms. Yaremko and her husband had been married for more than 40 years and it was determined that he was most suitable to be her Committee.
The reasons for judgment reviewed the financial assets owned jointly by Ms. Yaremko and her husband, and also the cost of administration by the Public Trustee.?
Conclusion: The Court ordered a Committeeship with bond and reviewed the ability of family members to obtain access to Frances Yaremko for visits.
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca.
Posted in 2001 Case Study, Administering Estate, Blended Families, Committeeship - Costs, Committeeship - Estate, Committeeship - Person, Manitoba Case Study, Power of Attorney, Real Estate, Trust | Comments Off
February 12th, 2011
Further to my last post, perhaps a recent home movie of the resident’s opinion on the subject of management of her affairs could be submitted at the Court hearing, rather than the associated cost of a video conference appointment on the day of the hearing.?
This entry was created by Krista Grace Jessacher of adultguardianship.ca and probatelaw.ca.
Posted in Administering Estate, Blended Families, Committeeship - Costs, Committeeship - Estate, Committeeship - Person, Trust, Uncategorized | Comments Off