Noik v. Noik
The disputed provision, read in the context of the will as a whole, conveys the deceased's full interest in the matrimonial home to the appellant because 'during her lifetime' functions as survivorship language indicating the wife takes if she survives him rather than creating a mere life interest; any contrary...
Source-derived case information.
- Citation
- C40810
- Parties
- Appellant: Klara Noik; Respondent: Gad Noik, Estate Trustee with a Will in the Estate of Gordon Noik, Deceased
- Court
- Court of Appeal for Ontario
- Jurisdiction
- Canada
- Judgment Date
- 14 May 2004
- Procedural Posture
- Wills and Estates / Family Will Interpretation on Appeal / Court of Appeal Decision on Appeal From Superior Court of Justice (la Forme J.)
- Outcome
- Appeal allowed; order below set aside; appellant entitled to the deceased's full interest in the matrimonial home.
- Legal Topics
- Will Interpretation, Life Interest Vs Absolute Interest, Matrimonial Home, Survivorship Language, Construction of Testamentary Provisions, Costs
- Source Language
- en
Source-derived case record
Summary, issues, holding and outcome
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Parties
Klara Noik
Appellant
Gad Noik, Estate Trustee with a Will in the Estate of Gordon Noik, Deceased
Respondent
Procedural Posture
Wills and Estates / Family Will Interpretation on Appeal / Court of Appeal Decision on Appeal From Superior Court of Justice (la Forme J.)
Legal Issues
- 1 Whether the disputed will clause granted only a life interest/right of occupation or an absolute interest in the deceased's interest in the matrimonial home
- 2 Whether the deceased's residual interest in the matrimonial home passed to his children or to his wife
- 3 How to construe the phrase 'during her lifetime' in the context of the will
Ratio Decidendi
The disputed provision, read in the context of the will as a whole, conveys the deceased's full interest in the matrimonial home to the appellant because 'during her lifetime' functions as survivorship language indicating the wife takes if she survives him rather than creating a mere life interest; any contrary allocation of residual interest to the children is speculative and not supported by the will's language.
Court Disposition
Appeal allowed; order below set aside; appellant entitled to the deceased's full interest in the matrimonial home.
Orders
- Set aside the order of Justice Harry LaForme dated September 24, 2003
- Declare that the appellant is entitled to the deceased's full interest in the property municipally known as 7 Townsgate Drive, Unit #303, City of Vaughan
Full Case Text
Judgment text and source record
1 paragraphs
Noik v. Noik Collection Decisions of the Court of Appeal Date 2004-05-14 Docket numbers C40810 Judges Goudge, Stephen Thomas; Simmons, Janet M.; Juriansz, Russell G. Subject Family Decision Content DATE: 20040514 DOCKET:C40810 COURT OF APPEAL FOR ONTARIO GOUDGE, SIMMONS AND JURIANSZ JJ.A. BETWEEN: KLARA NOIK Applicant (Appellant) - and - GAD NOIK, ESTATE TRUSTEE WITH A WILL IN THE ESTATE OF GORDON NOIK, DECEASED Respondent (Respondent in Appeal) Benjamin D. Eisner for the appellant Howard S. Black for the respondent HEARD: April 30, 2004 On appeal from the order of Justice Harry LaForme of the Superior Court of Justice dated September 24, 2003. GOUDGE J.A.: [1] When Gordon Noik died on April 19, 2002, he resided with his wife, the appellant, at 7 Townsgate Drive, Unit #303 in the City of Vaughan. He and the appellant purchased that property as tenants in common in April 1992 and lived there together until his death. [2] Mr. Noik named his son, the respondent, as the executor of his Last Will and Testament which he signed on July 19, 1994. The will contained this instruction to his executor: to pay or transfer to my wife, KLARA NOIK, during her lifetime, in the property municipally known as 7 Townsgate Drive, Unit #303, City of Vaughan, Province of Ontario. [3] The appellant applied to the Superior Court for an interpretation of this provision. The motions judge decided that it conveyed only a life interest in the nature of a right of occupation to the appellant and that since the deceased intended to give all of his real property interests to his two children, and not to his wife, the deceased must have intended that his interest in the matrimonial home be divided equally between his two children, subject only to the appellant's life interest in the property. [4] With respect, for the reasons that follow, I disagree with that conclusion. [5] I begin with several points of agreement between the parties. First they both say that the proper standard of review in this court is that of correctness. I agree since the central issue is the interpretation of the wording of the contested provision in the will. They also agree, as did the application judge, that the deceased intended to dispose of all of his property and possessions through his will, and did not intend that any of it be the subject of intestacy. Again I concur. Finally the parties agree, correctly, that the words "my interest" must be inserted in the disputed paragraph before the words "in the property". [6] However, in my view the will cannot be read to yield the interpretation that the deceased intended to give all of his real property interests to his two children and that they should therefore receive his residual interest in the matrimonial home. While the will contains specific bequests of named properties to each of the deceased's two children it also contains the disputed paragraph that reflects an intention to convey some real property interest in the matrimonial home to his wife, either a life interest as contended for by the respondent or an absolute interest as contended for by the appellant. [7] Apart from the disputed paragraph, the will does not specifically address the deceased's interest in the matrimonial home at all, let alone divide it between his two children. The latter result could be achieved only by reading that concept into the will, not by interpreting its language. [8] The question is not whether the deceased intended, through the disputed paragraph, to give a life interest in the matrimonial home to his wife and, if so, he must be taken to have disposed of his residual interest in that property to his two children. The language of the will simply does not permit the latter conclusion. [9] Rather the question is to whom the deceased intended to bequeath his interest in the matrimonial home. All agree, as do I, that the deceased intended to dispose of his full interest in that property in his will. [10] In my view he did so in the disputed paragraph, the only one which references that interest. The phrase "during her lifetime" was used not to limit his wife's interest to a life interest, but as one of the ways used by the deceased in his will to indicate that his wife was to receive the interest in he conveyed to her only if she survived him. For example, the deceased conveyed his personal property to his wife, "if she survives me". And the residue of his estate to her unless "his wife should predecease me." [11] I conclude that the disputed provision conveys the full interest of the deceased in the matrimonial home to the appellant because she survived him. As contended for by the appellant, the words of this provision in the context of the will as a whole yield this interpretation. [12] On the other hand, the interpretation contended for by the respondent requires the use of speculation rather than the words of the will to conclude that the deceased intended his interest in the matrimonial home to go to his two children, albeit subject to the appellant's life interest. [13] I would allow the appeal, set aside the order below and order that the appellant is entitled to the deceased's full interest in the matrimonial home. [14] I would vary the costs order below to allow the appellant $3,000 payable out of the estate. [15] I would award costs of the appeal to the appellant in the same amount, also payable out of the estate. Released: May 14, 2004 "STG" "S.T. Goudge J.A." "I agree Janet Simmons J.A." "I agree R.G. Juriansz J.A."