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Wills and estates 2020 BCSC 2199

Derco v. Derco

The court dismissed Miles Derco’s and Holly/Barry Derco’s removal applications except to pass over John Barry Derco, finding a perceived conflict tied to a $50,000 debt in the will.

  • Removal of executor
  • Pass over under wesa s.158
  • Trustee act s.31 appointment/removal
  • Conflict of interest
  • Committeeship
  • Allegations of misappropriation
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Wills and estates 2017 BCSC 1785

de Beerenbrouk Estate

The court passed an estate administrator’s accounts summarily, fixed remuneration at $145,000 less amounts already taken, excused pretaking under Trustee Act s. 96, and discharged him.

  • Passing of accounts
  • Executor/administrator remuneration
  • Breach of trust
  • Reference to registrar
  • Relief under trustee act s.96
  • Discharge of administrator
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Trusts and estates 2012 BCSC 175

Ketcham v. Walton

The court held an executor must remain neutral in a wills variation proceeding and cannot be directed to actively defend a will by depleting the estate.

  • Executor neutrality
  • Will interpretation
  • In terrorem clauses
  • Amicus curiae
  • Payment of estate legal expenses
  • Executor-neutrality
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Wills and estates 2007 BCSC 1657

Baxevanidis Estate (Re)

Application for advice and directions in an estate dispute. The court held the Rental Property was a specific devise, so any sale proceeds did not fall into residue.

  • Abatement
  • Specific devise vs residue
  • Order of liability for estate debts
  • Executor powers
  • Will construction
  • Payment of estate debts
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Trusts and estates 2003 BCSC 20

Erlichman (Estate)

The court held that the will’s charging clause did not apply to the non-professional executor, so any remuneration was limited to the statutory allowance under the Trustee Act.

  • Executor remuneration
  • Charging clause
  • Passing of accounts
  • Construction of wills
  • Beneficiary presumptions
  • Executor-remuneration
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Trusts and estates 2000 BCSC 1570

Estate of John Allan Collett

The court held that a $1 million estate advance to the life beneficiary was not a proper exercise of the encroachment power and had to be accounted for.

  • Encroachment on capital
  • Executor fiduciary duties
  • Loans to beneficiaries
  • Accounting by executors
  • Per stirpes distribution
  • Res judicata
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Class actions 2000 BCSC 997

Patterson et al. v. Hawkes Mortgage Ltd. et al.

The court ordered an interim passing of accounts for the judicial trustee but refused to use the trust fund to finance separate negligence and fiduciary duty actions.

  • Judicial trustee accounting
  • Variation of court order
  • Use of trust funds for litigation
  • Representative plaintiffs
  • Passing of accounts
  • Authorization of trustee disbursements
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Trusts 2000 BCSC 862

Patterson v. Hawkes Mortgage Ltd.

The court held that a $20,000 payment to a class member was a partial repayment of a mortgage investment and allowed equitable set-off against other sums owed.

  • Equitable set-off between investor accounts
  • Characterization of payments
  • Trustee duties and directions under trustee act s.86
  • Recovery of overpayment
  • Allocation among investors
  • Equitable-set-off
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Canada decisions are organised by court, judge, legal area and indexed issue so a practitioner can move from a proposition to a citable authority with the surrounding context intact.