Edell v. Sitzer, [2001] O.T.C. 547 (SupCt)

• Judge: Cullity, J.
• Court: Superior Court of Justice of Ontario (Canada)
• Case Date: July 13, 2001
• Jurisdiction: Ontario
• Citations: [2001] O.T.C. 547 (SupCt)

Edell v. Sitzer, [2001] O.T.C. 547 (SupCt)

MLB headnote and full text

Temp. Cite: [2001] O.T.C. TBEd. JL.070

Jodi Edell and Cara Edell, Hayden Edell, Samantha Edell, Marek Edell and Mayson Edell, by their Litigation Guardian, Jodi Edell (plaintiffs) v. Paul Sitzer and Michael Sitzer (defendants)

Michael Sitzer (plaintiff by counterclaim) v. Jodi Edell and Cara Edell, Hayden Edell, Samantha Edell, Marek Edell and Mayson Edell, by their Litigation Guardian, Jodi Edell, Paul Sitzer Holdings Limited, Geraldine Sitzer Holdings Ltd. and Paul Sitzer in all of his capacities (defendants by counterclaim)

(Court File No. 98-CV-150785)

Indexed As: Edell v. Sitzer

Court of Ontario

Superior Court of Justice

Cullity, J.

July 13, 2001.

Summary:

This headnote contains no summary.

Trusts - Topic 4263

Administration - Encroachment on capital - Discretionary power - See paragraphs 100 to 196.

Wills - Topic 91

Testamentary instruments - Mutual wills - General (incl. what constitutes) - See paragraphs 53 to 99.

Cases Noticed:

Goodchild, Re, [1996] 1 All E.R. 670 (Ch. D.), refd to. [para. 58].

Gillespie, Re, [1969] 1 O.R. 585 (C.A.), refd to. [para. 59].

Dale, Re, [1993] 4 All E.R. 129 (Ch. D.), refd to. [para. 61].

Birmingham v. Renfrew (1937), 57 C.L.R. 666 (Aust. H.C.), refd to. [para. 61].

Dufour v. Pereira (1769), 2 Juridical Args. 304, refd to. [para. 61].

Cleaver, Re, [1981] 1 W.L.R. 939 (Ch. D.), refd to. [para. 62].

University of Manitoba v. Sanderson Estate et al. (1998), 102 B.C.A.C. 186; 166 W.A.C. 186; 47 B.C.L.R.(3d) 25 (C.A.), refd to. [para. 64].

Smith v. Smith Estate (1987), 293 Ark. 32 (S.C.), refd to. [para. 69].

Kerr, Re, [1948] 3 D.L.R. 668 (Ont. H.C.), affd. [1949] 1 D.L.R. 736 (Ont. C.A.), refd to. [para. 84].

Peter v. Beblow, [1993] 1 S.C.R. 980; 150 N.R. 1; 23 B.C.A.C. 81; 39 W.A.C. 81; 44 R.F.L.(3d) 329, refd to. [para. 89].

Soulos v. Korkontzilas et al., [1997] 2 S.C.R. 217; 212 N.R. 1; 100 O.A.C. 241; 146 D.L.R.(4th) 214, refd to. [para. 89].

Gillett v. Holt, [2000] 2 All E.R. 289 (C.A.), refd to. [para. 89].

Frame v. Smith and Smith, [1987] 2 S.C.R. 99; 78 N.R. 40; 23 O.A.C. 84; 42 D.L.R.(4th) 81; 9 R.F.L.(3d) 225, refd to. [para. 89].

Sanderson v. Sanderson (1982), 40 O.R.(2d) 82 (H.C.), refd to. [para. 97].

Arvelin v. Arvelin (1996), 20 R.F.L.(4th) 87 (Ont. Gen. Div.), refd to. [para. 97].

Collard's Will Trusts, Re; Lloyds Bank v. Rees, [1961] Ch. 293, refd to. [para. 101].

Pilkington v. Inland Revenue Commissioners, [1964] A.C. 612 (H.L.), refd to. [para. 101].

Hunter Estate v. Holton (1992), 46 E.T.R. 178 (Ont. Gen. Div.), refd to. [para. 102].

Fox v. Fox Estate (1996), 88 O.A.C. 201; 10 E.T.R.(2d) 229 (C.A.), refd to. [para. 104].

Perrin v. Morgan, [1943] A.C. 399 (H.L.), refd to. [para. 106].

Roper-Curzon v. Roper-Curzon (1871), L.R. 11 Eq. 452 (M.R.), refd to. [para. 108].

Hampden Settlement Trusts, Re, [1977] T.R. 177 (Ch. D.), refd to. [para. 108].

Ballard v. Ballard Estate (1991), 50 O.A.C. 254; 41 E.T.R. 113 (Div. Ct.), refd to. [para. 158].

Armitage v. Nurse, [1997] 2 All E.R. 705 (C.A.), refd to. [para. 158].

Edge v. Pensions Ombudsman, [2000] Ch. 602 (C.A.), refd to. [para. 158].

Brook's Settlement, Re, [1968] 3 All E.R. 416 (Ch. D.), refd to. [para. 167].

Wright, Re, [1920] 1 Ch. 108, refd to. [para. 171].

Crawshay, Re, [1948] 1 All E.R. 107 (C.A.), refd to. [para. 171].

Pauling's Settlement Trusts, Re, [1964] 1 Ch. 303 (C.A.), refd to. [para. 172].

Topham v. Portland (Duke) (1864), 11 H.L.C. 32, refd to. [para. 178].

Authors and Works Noticed:

Ford and Lee, Principles of the Law of Trusts (2nd Ed. 1990), paras. 2226 [para. 90]; 2227 [para. 63].

Halsbury's Laws of England (4th Ed. 1976), vol. 36(2), para. 365 [para. 170].

Maclean, Trusts and Powers (1989), pp. 88 [para. 158]; 118 [para. 178].

Scott, Austin Wakeman, The Law of Trusts (4th Ed. 1987), para. 164.1 [para. 110].

Underhill, Arthur and Hayton, David J., Law of Trusts and Trustees (15th Ed. 1995), p. 699 [para. 101].

Waters, D.W.M., The Law of Trusts in Canada (2nd Ed. 1984), pp. 162 [para. 82]; 715 [para. 187].

Youdan, T.G. The Mutual Wills Doctrine (1979), 29 U.T.L.J. 390, pp. 390 [para. 60]; 391 to 393 [para. 90].

Counsel:

Harry Underwood, for Jodi Edell, Cara Edell, Hayden Edell, Samantha Edell, Marek Edell and Mayson Edell, by their Litigation Guardian, Jodi Edell;

Benjamin Zarnett and Jessica A. Kimmel, for Paul Sitzer, Paul Sitzer Holdings Ltd., Geraldine Sitzer Holdings Ltd. and Paul Sitzer in all of his capacities;

Harvey Strosberg and David L. Robins, for Michael Sitzer.

This action was heard on January 3, 4, 8-12, 17-19, 22-26 and 29-31 and March 28-30, 2001, before Cullity, J., of the Ontario Superior Court, who released the following decision on July 13, 2001.

Please note: The following judgment has not been edited.