Archive for the ‘Passing of trustees’ and executors’ accounts’ Category
Monday, April 29th, 2013
On April 24, 2013, the Law Society of Upper Canada held a seminar on Best Practices for Passing of Accounts Applications by Fiduciaries, chaired by Justice Whitaker. I presented at this event on the topics of Proportionality, Summary Judgments and Simplified Procedures. The seminar presented a good opportunity for members ...
Posted in Estate Litigation, Guardianship, Passing of trustees' and executors' accounts | No Comments »
Monday, January 21st, 2013
I recently came across two passing of accounts cases that I thought were worth sharing.
In Re Ronson Estate, 2000 CarswellOnt 1299 (ONSC), Mrs. Workman had been caring for her father before his death. Mrs. Workman’s sister, Mary, applied to compel Mrs. Workman to pass her accounts after he died. Mary ...
Posted in Estate Litigation, Executors, Family Conflict, Passing of trustees' and executors' accounts | No Comments »
Thursday, January 3rd, 2013
In the recent decision in Walling v. Walling, Justice Pierce considered the question of whether punitive damages were appropriate in an action by two nephews against their uncle, who had acted as the estate trustee of their father’s estate.
The father died when the boys were 16 and 12. The two ...
Posted in Estate Administration, Estate Litigation, Passing of trustees' and executors' accounts, Wills | 1 Comment »
