Kogler v. Schabernig et al., 2004 BCSC 522

• Judge: Ralph, J.
• Court: Supreme Court of British Columbia (Canada)
• Case Date: April 21, 2004
• Jurisdiction: British Columbia
• Citations: 2004 BCSC 522;[2004] B.C.T.C. 522 (SC)

Kogler v. Schabernig, [2004] B.C.T.C. 522 (SC)

MLB headnote and full text

Temp. Cite: [2004] B.C.T.C. TBEd. MY.028

Dietmar Kogler (plaintiff) v. Ann Schabernig and Rita Dick Executrix and Trustee of the Estate of Ewald Schabernig (defendants)

(S024282; 2004 BCSC 522)

Indexed As: Kogler v. Schabernig et al.

British Columbia Supreme Court

Vancouver

Ralph, J.

April 21, 2004.

Summary:

This headnote contains no summary.

Gifts - Topic 556

Gifts inter vivos - Presumption of gift - Advancement - Transfers between husband and wife - See paragraphs 41 to 72.

Gifts - Topic 565

Gifts inter vivos - Presumption of gift - Advancement - Rebuttal of presumption - See paragraph 69.

Gifts - Topic 724

Gifts inter vivos - Transfers in joint tenancy - Transfers to joint bank accounts - See paragraphs 41 to 72.

Restitution - Topic 123

Unjust enrichment - Remedies - Constructive trust - See paragraphs 70 to 72.

Trusts - Topic 1527

Secret trusts - Creation of secret trust - What constitutes a secret trust - See paragraph 76.

Trusts - Topic 2308

Constructive trusts - General principles - Circumstances when imposed - See paragraphs 70 to 72.

Trusts - Topic 2346

Constructive trusts - Basis for imposition - Unjust enrichment - See paragraphs 70 to 72.

Cases Noticed:

Mehta (K.P.) Estate v. Mehta (C.) Estate (1993), 88 Man.R.(2d) 54; 51 W.A.C. 54; 104 D.L.R.(4th) 24 (C.A.), refd to. [para. 42].

Aleksich v. Konradson, [1995] 6 W.W.R. 268; 56 B.C.A.C. 44; 92 W.A.C. 44 (C.A.), refd to. [para. 43].

Clarke v. Hambly, [2002] B.C.T.C. 1074; 46 E.T.R.(2d) 166; 2002 BCSC 1074, consd. [para. 44].

MacInnis Estate v. MacDonald (1994), 138 N.S.R.(2d) 321; 394 A.P.R. 321 (S.C.), refd to. [para. 44].

Dagle v. Dagle Estate et al. (1990), 81 Nfld. & P.E.I.R. 245; 255 A.P.R. 245 (P.E.I.C.A.), consd. [para. 45].

Dacyshyn v. Dacyshyn, [1996] B.C.J. No. 626 (S.C.), consd. [para. 59].

Rathwell v. Rathwell, [1978] 2 S.C.R. 436; 19 N.R. 91; 83 D.L.R.(3d) 289; [1978] 2 W.W.R. 101; 1 E.T.R. 307; 1 R.F.L.(2d) 1, refd to. [para. 60].

Becker v. Pettkus, [1980] 2 S.C.R. 834; 34 N.R. 384; 19 R.F.L.(2d) 165; 117 D.L.R.(3d) 257; 8 E.T.R. 143, refd to. [para. 70].

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. 71].

Slater v. Klassen Estate, [2000] 3 W.W.R. 433; 143 Man.R.(2d) 284 (Q.B.), consd. [para. 73].

Authors and Works Noticed:

Waters, Donovan W.M., The Law of Trusts in Canada (2nd Ed. 1984), generally [para. 41].

Counsel:

Kenneth B. Friesen, for the plaintiff;

W.G. (Gil) Johnson and T.J. Johnston, for the defendant, Ann Schabernig;

Kathleen J. MacDonald, for the defendant, Rita Dick.

This case was heard on November 3-7 and 17-20, 2003, before Ralph, J., of the British Columbia Supreme Court, who delivered the following decision on April 21, 2004.

Please note: The following judgment has not been edited.