Merry Estate, Re, [2002] O.T.C. 921 (SC)

• Judge: Cullity, J.
• Court: Superior Court of Justice of Ontario (Canada)
• Case Date: November 21, 2002
• Jurisdiction: Ontario
• Citations: [2002] O.T.C. 921 (SC)

Merry Estate, Re, [2002] O.T.C. 921 (SC)

MLB headnote and full text

Temp. Cite: [2002] O.T.C. TBEd. NO.105

Paul E. Meredith, Co-Executor and Trustee of the Estate of Maureen Merry (applicant) v. William J. Plaxton, Co-Executor and Trustee of the Estate of Maureen Merry, William R. Plaxton, Jill Plaxton and Heather MacDonald (respondents)

(Court File No. 5797/71)

Indexed As: Merry Estate, Re

Court of Ontario

Superior Court of Justice

Cullity, J.

November 21, 2002.

Summary:

This headnote contains no summary.

Practice - Topic 7431

Costs - Solicitor and client costs - Measure of solicitor and client costs - Probate and estate matters - See paragraphs 35 to 54.

Trusts - Topic 5983

The trustee - Removal - On trustee's request - See paragraphs 1 to 34.

Cases Noticed:

Gadd, Re (1883), 23 Ch. D. 134, refd to. [para. 12].

Higginbotham, Re, [1892] 3 Ch. 132, refd to. [para. 12].

Brockbank, Re, [1948] 1 Ch. 206, refd to. [para. 12].

Fox v. Fox (1996), 88 O.A.C. 201; 10 E.T.R.(2d) 229 (C.A.), refd to. [para. 16].

Tempest v. Camoys (Lord) (1882), 21 Ch. D. 571 (C.A.), refd to. [para. 16].

Hunter Estate v. Holton (1992), 7 O.R.(3d) 372 (Gen. Div.), refd to. [para. 17].

Williams, Re (1985), 18 E.T.R. 188 (Ont. H.C.), refd to. [para. 25].

Smith, Re, [1928] 1 Ch. 915, refd to. [para. 30].

White, Re, [1901] 1 Ch. 570, refd to. [para. 30].

Thornhill, Re, [1904] 1 W.N. 112, refd to. [para. 30].

Inland Revenue Commissioners v. Bernstein, [1960] 1 Ch. 444, refd to. [para. 30].

Westminster Bank Ltd.'s Declaration of Trust, Re, [1963] 2 All E.R. 400, refd to. [para. 30].

Pettifor's Will Trust, Re, [1966] 1 Ch. 257, refd to. [para. 30].

Apotex Inc. v. Egis Pharmaceuticals (1991), 4 O.R.(3d) 321 (Gen. Div.), refd to. [para. 40].

Goodman Estate v. Geffen, [1991] 2 S.C.R. 353; 127 N.R. 241; 125 A.R. 81; 14 W.A.C. 81; 81 D.L.R.(4th) 211; [1991] 5 W.W.R. 389; 80 Alta. L.R. (2d) 293; 42 E.T.R. 97, refd to. [para. 41].

Grimthorpe, Re, [1958] 1 All E.R. 765 (Ch. D.), refd to. [para. 42].

Josephs' Estate, Re (1993), 14 O.R.(3d) 628 (Gen. Div.), refd to. [para. 50].

Dingman, Re (1915), 35 O.L.R. 51 (H.C.), refd to. [para. 52].

Statutes Noticed:

Perpetuities Act, R.S.O. 1990, c. P-9, sect. 7(1), sect. 7(4) [para. 29].

Rules of Civil Procedure (Ont.), rule 57.01(4) [para. 44].

Trustee Act, R.S.O. 1990, c. T-23, sect. 3(1), sect. 5(1) [para. 10]; sect. 65(1) [para. 29].

Authors and Works Noticed:

Hull and Hull, Probate Practice (4th Ed. 1996), c. 25 [para. 49].

Morris, J.H.C., and Leach, W.B., The Rule Against Perpetuities (2nd Ed. 1962), p. 83 [para. 30].

Orkin, Mark M., The Law of Costs (2nd Ed.), ss. 219.3, 219.3.1 [para. 49].

United Kingdom, Practice Directions, Chancery Division, Trustee's Costs, [1953] 2 All E.R. 1159, generally [para. 39].

United Kingdom, Practice Notes, Chancery Division, Trustee's Costs, [1953] 2 All E.R. 1408, generally [para. 39].

Waters, Donovan W.M., The Law of Trusts in Canada (2nd Ed. 1984), p. 650 [para. 11].

Counsel:

Karon C. Bales, for the applicant;

Hilary E. Laidlaw, for the respondent;

William J. Plaxton and Brian Todd, for the Children's Lawyer on behalf of unborn and unascertained persons who may be entitled to share in the distribution of the Estate of the late Maureen Merry.

This application was heard on November 5 and 18, 2002, before Cullity, J., of the Ontario Superior Court, who released the following decision on November 21, 2002.

Please note: The following judgment has not been edited.