Fergusson, Re, (1980) 40 N.S.R.(2d) 223 (ProbCt)

JudgeO Hearn, J.
CourtProbate Court of Nova Scotia (Canada)
Case DateJanuary 21, 1980
JurisdictionNova Scotia
Citations(1980), 40 N.S.R.(2d) 223 (ProbCt)

Fergusson, Re (1980), 40 N.S.R.(2d) 223 (ProbCt);

    73 A.P.R. 223

MLB headnote and full text

Re Fergusson

(No. 35346)

Indexed As: Fergusson, Re

Nova Scotia Probate Court

O Hearn, J.

January 21, 1980.

Summary:

This headnote contains no summary.

Wills - Topic 409

Testamentary capacity - Mental disabilities - Confused state of mind - A testator, age 68, was hospitalized on September 5, 1978, in a confused state of mind - The testator signed a will while in the hospital on September 16, 1978 - The testator died on September 20, 1978 - The Nova Scotia Probate Court dismissed an application for proof of the will in solemn form and set aside the probate granted in common form - The Probate Court stated that the testator did not recover from his confused state of mind which existed on his admission to the hospital (see paragraph 120) - The Probate Court stated that the testator did not have an understanding of what was being done respecting his will while he was in the hospital.

Wills - Topic 305

Testamentary capacity - General principles - Requirement that a testator understand what is being done - The Nova Scotia Probate Court stated that a testator must understand what is being done and that it is not enough to show verbal agreement by a testator to a suggested plan (see paragraph 117).

Wills - Topic 534

Testamentary capacity - Evidence, onus of proof - The Nova Scotia Probate Court stated that the burden of proof of testamentary capacity is on the proponents of a will (see paragraph 99).

Barristers and Solicitors - Topic 1608

Relationship with client - Conflict of interest, resulting from lawyer's relations - The Nova Scotia Probate Court stated that the propriety of a lawyer acting as legal advisor to close relatives is questionable - The Probate Court stated that every legal advisor has a duty to provide his client with disinterested advice (see paragraph 104).

Cases Noticed:

In the Estate of Bohrmann, Caesar and Watmough v. Bohrmann, [1938] 1 O.E.R. 271, refd to. [para. 112].

Billinghurst v. Vickers (1810), 1 Phill. Ecc. 187; 1 E.R. 956, refd to. [para. 112].

Wood v. Wood (1811), 1 Phill. Ecc. 357; 161 E.R. 1010, refd to. [para. 112].

Parker v. Felgate (1883), 8 P.D. 171, refd to. [para. 113].

Re Seabrook; Dunne v. Dundas et al. (1978), 4 E.T.R. 135, refd to. [para. 114].

Leger v. Poirier, [1944] 3 D.L.R. 1 (S.C.C.), refd to, [para. 117].

Authors and Works Noticed:

Annual Statement of the General Council of the Bar 1955, p. 21 [para. 104].

Counsel:

James S. Cowan, for the executors named in the will;

B.M. Nickerson, Q.C., and Mrs. Elizabeth Roscoe, for Hilda Evelyn Fergusson;

Merlin Nunn, and John Arnold, for the infant beneficiaries under the will.

This case was heard by O HEARN, J., of the Nova Scotia Probate Court. The judgment of O HEARN, J., was delivered on January 21, 1980.

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4 practice notes
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    • Irwin Books Archive Special Lectures 2010. A Medical-Legal Approach to Estate Planning and Decision Making for Older Clients Review
    • 8 Septiembre 2011
    ...35, 36 Feng v. Sung Estate, 2003 CanLII 2420 (Ont. S.C.J.) ............................................... 135 Fergusson, Re (1980), 40 N.S.R. (2d) 223, 73 A.P.R. 223, [1980] N.S.J. No. 74 (Prob. Ct.), aff’d (1981), 43 N.S.R. (2d) 89, 81 A.P.R. 89, [1981] N.S.J. No. 317 (C.A.) ...................
  • Hunt v. Smolis-Hunt, (1998) 224 A.R. 68 (QB)
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    • Court of Queen's Bench of Alberta (Canada)
    • 12 Mayo 1998
    ...refd to. [para. 4]. Aleksiuk v. Aleksiuk (1991), 112 A.R. 298; 31 R.F.L.(3d) 330 (Q.B.), refd to. [para. 5]. Ferguson's Will, Re (1981), 40 N.S.R.(2d) 223; 73 A.P.R. 223 (Prob. Ct.), affd. (1981), 43 N.S.R.(2d) 89; 81 A.P.R. 89 (C.A.), refd to. [para. Harmes Estate, Re, [1943] 1 D.L.R. 65 (......
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    ...66 [1970] 2 O.R. 61, 10 D.L.R. (3d) 15 (C.A.), aff’d [1972] S.C.R. 150, 20 D.L.R. (3d) 313. 67 Above note 35 at at 675 (D.L.R.). 68 (1980), 40 N.S.R. (2d) 223, 73 A.P.R. 223 (Prob. Ct.), aff’d (1981), 43 N.S.R. (2d) 89, 81 A.P.R. 89 (C.A.). Capacity Assessments by the Drafting Lawyer   333 ......
  • Fergusson's Will, Re; Fergusson and Fergusson v. Fergusson, (1981) 43 N.S.R.(2d) 89 (CA)
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    • Nova Scotia Supreme Court of Nova Scotia (Canada)
    • 26 Enero 1981
    ...This case arose out of an application for proof in solemn form of a will. The Nova Scotia Probate Court in a judgment reported, 40 N.S.R.(2d) 223; 73 A.P.R. 223 , dismissed the application and held that the testator lacked testamentary capacity. The proponents of the will appealed. The Nov......
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    • Canada
    • Court of Queen's Bench of Alberta (Canada)
    • 12 Mayo 1998
    ...refd to. [para. 4]. Aleksiuk v. Aleksiuk (1991), 112 A.R. 298; 31 R.F.L.(3d) 330 (Q.B.), refd to. [para. 5]. Ferguson's Will, Re (1981), 40 N.S.R.(2d) 223; 73 A.P.R. 223 (Prob. Ct.), affd. (1981), 43 N.S.R.(2d) 89; 81 A.P.R. 89 (C.A.), refd to. [para. Harmes Estate, Re, [1943] 1 D.L.R. 65 (......
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    • Canada
    • Nova Scotia Supreme Court of Nova Scotia (Canada)
    • 26 Enero 1981
    ...This case arose out of an application for proof in solemn form of a will. The Nova Scotia Probate Court in a judgment reported, 40 N.S.R.(2d) 223; 73 A.P.R. 223 , dismissed the application and held that the testator lacked testamentary capacity. The proponents of the will appealed. The Nov......

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