Yen Estate v. Yen-Zimmerman et al., (2013) 344 B.C.A.C. 64 (CA)
Judge | Chiasson, Tysoe and Hinkson, JJ.A. |
Court | Court of Appeal (British Columbia) |
Case Date | September 06, 2013 |
Jurisdiction | British Columbia |
Citations | (2013), 344 B.C.A.C. 64 (CA);2013 BCCA 423 |
Yen Estate v. Yen-Zimmerman (2013), 344 B.C.A.C. 64 (CA);
587 W.A.C. 64
MLB headnote and full text
Temp. Cite: [2013] B.C.A.C. TBEd. OC.004
Barbara Hsia, Executrix of the Will of Chester Hugh Yen, also known as Yen Ching Hai, Deceased (respondent/plaintiff) v. Michael Chan and Christopher Chan (appellants/defendants) and Shirley Margaret Yen-Zimmerman, also known as Margaret Chow, Mary Yen Chang, and Stephen Yan, also known as Wen Yan (respondents/defendants)
(CA040424; 2013 BCCA 423)
Indexed As: Yen Estate v. Yen-Zimmerman et al.
British Columbia Court of Appeal
Chiasson, Tysoe and Hinkson, JJ.A.
October 2, 2013.
Summary:
Yen executed a will in August 1973, less than one year after the death of one of his daughters (Lily), who, at the time, had three young children. Yen's estate was left to his wife. If she predeceased him, the estate was left to his three remaining daughters or their survivors. No provision was made for Lily's children, two of whom (the appellants) survived. Yen's wife predeceased him. Yen died in February 2010. The appellants filed a caveat following his death, requiring proof of the will in solemn form. At issue was whether (1) the formalities of execution of the will had been proven, (2) Yen knew and approved of the contents of the will and (3) Yen had testamentary capacity when he signed the will.
The British Columbia Supreme Court, in a decision reported at [2012] B.C.T.C. Uned. 1620, found against the appellants on all three issues, finding that the will had been proven in solemn form. The appellants appealed regarding the first and second issues only. They did not appeal from the finding of testamentary capacity.
The British Columbia Court of Appeal dismissed the appeal.
Wills - Topic 1504
Preparation and execution - General - Requirement of knowledge of contents - See paragraphs 27 to 32.
Wills - Topic 1884
Preparation and execution - Evidence and proof - Presumption of due execution - See paragraphs 10 to 26.
Cases Noticed:
Maliwat v. Gagné, [2009] B.C.T.C. Uned. 1447; 2009 BCSC 1447, affd. [2010] B.C.A.C. Uned. 63; 2010 BCCA 323, refd to. [para. 10].
Laxer Estate, Re, [1963] 1 O.R. 343; 37 D.L.R.(2d) 192 (C.A.), refd to. [para. 12].
Guardhouse v. Blackburn (1866), L.R. 1 P. & D. 109 (Prob. Ct.), refd to. [para. 12].
Harris v. Knight (1890), 15 P.D. 170 (C.A.), refd to. [para. 14].
Dalziel v. Bradford (1985), 62 B.C.L.R. 215; 18 E.T.R. 261 (S.C.), refd to. [para. 15].
Beniston Estate v. Shepherd, [1996] B.C.T.C. Uned. I40; 16 E.T.R.(2d) 192 (S.C.), refd to. [para. 15].
Beaudoin Estate et al. v. Taylor et al. (1999), 8 B.C.T.C. 302; 27 E.T.R.(2d) 208 (S.C.), refd to. [para. 15].
Bolton v. Tartaglia et al., [2000] B.C.T.C. 90; 2000 BCSC 576, refd to. [para. 20].
Ellis et al. v. Turner et al. (1997), 100 B.C.A.C. 244; 163 W.A.C. 244; 43 B.C.L.R.(3d) 283 (C.A.), refd to. [para. 20].
Vardy Estate, Re (2005), 249 Nfld. & P.E.I.R. 112; 743 A.P.R. 112; 2005 NLTD 111, refd to. [para. 23].
Hay Estate, Re, [1995] 2 S.C.R. 876; 183 N.R. 1; 82 O.A.C. 161; 125 D.L.R.(4th) 431, refd to. [para. 24].
Vout v. Hay - see Hay Estate, Re.
Musgrove Estate; Davis v. Mayhew, [1927] P. 264 (C.A.), refd to. [para. 28].
Barry v. Boutlin (1838), 12 E.R. 1089; 2 Moo. P.C. 480, refd to. [para. 29].
Maddess v. Racz et al., [2009] B.C.A.C. Uned. 127; 2009 BCCA 539, refd to. [para. 29].
Maddess v. Gidney Estate - see Maddess v. Racz et al.
Statutes Noticed:
Wills Act, R.S.B.C. 1996, c. 489, sect. 4 [para. 11].
Counsel:
R.A. Kasting, for the appellants;
H.S. McLellan, for the respondent, Barbara Hsia, executrix of the will of Chester Hugh Yen, also known as Yen Ching Hai, deceased.
This appeal was heard at Vancouver, B.C., on September 6, 2013, by Chiasson, Tysoe and Hinkson, JJ.A., of the British Columbia Court of Appeal. On October 2, 2013, Tysoe, J.A., delivered the following reasons for judgment for the court.
To continue reading
Request your trial-
Digest: Karpinski v Zookewich Estate, 2018 SKCA 56
...279, 5 Sask R 94, 56 CCC (2d) 90 Vout v Hay, [1995] 2 SCR 876, 125 DLR (4th) 431, 183 NR 1, 7 ETR (2d) 209 Yen Estate v Yen-Zimmerman, 2013 BCCA 423, 49 BCLR (5th) 118 Sask R 84 Karpinski v Lozinski, 2017 SKQB 278 MacGregor v Ryan, [1965] SCR 757 Riach v Ferris, [1934] SCR 725 Royal Trust C......
-
Allart Estate et al. v. Allart, [2014] B.C.T.C. Uned. 2211 (SC)
...v. Taylor (1999), 27 E.T.R. (2d) 208 at para. 10 (B.C.S.C.); Yen Estate v. Yen-Zimmerman , 2012 BCSC 1620 at para. 23; Yen Estate v. Chan 2013 BCCA 423 at para. 17; and Leung v. Chang , 2013 BCSC 976 at para. 46. [29] With respect to the requirement that the will-maker knew and approved of ......
-
Conner Estate v. Worthing,
...Will. [44] The appellant has referred to this Court’s decision in Yen Estate v. Chan, 2013 BCCA 423, where this Court discussed the presumption of due execution. The trial judge never raised any presumption of due execution. The presumption r......
-
Johnston Estate v. Johnston, 2017 BCCA 59
...capacity, that the will was properly executed and the testator knew and approved the contents of the will: Yen Estate v. Chan, 2013 BCCA 423, citing Maliwat v. Gagné, 2009 BCSC 1447 at para. 106, aff’d 2010 BCCA 323. These are focussed [54] In contrast, the other issues raised in David’s co......
-
Allart Estate et al. v. Allart, [2014] B.C.T.C. Uned. 2211 (SC)
...v. Taylor (1999), 27 E.T.R. (2d) 208 at para. 10 (B.C.S.C.); Yen Estate v. Yen-Zimmerman , 2012 BCSC 1620 at para. 23; Yen Estate v. Chan 2013 BCCA 423 at para. 17; and Leung v. Chang , 2013 BCSC 976 at para. 46. [29] With respect to the requirement that the will-maker knew and approved of ......
-
Conner Estate v. Worthing,
...Will. [44] The appellant has referred to this Court’s decision in Yen Estate v. Chan, 2013 BCCA 423, where this Court discussed the presumption of due execution. The trial judge never raised any presumption of due execution. The presumption r......
-
Johnston Estate v. Johnston, 2017 BCCA 59
...capacity, that the will was properly executed and the testator knew and approved the contents of the will: Yen Estate v. Chan, 2013 BCCA 423, citing Maliwat v. Gagné, 2009 BCSC 1447 at para. 106, aff’d 2010 BCCA 323. These are focussed [54] In contrast, the other issues raised in David’s co......
-
The Public Guardian and Trustee of British Columbia v. Johnston, 2017 BCSC 1255
...capacity, that the will was properly executed and the testator knew and approved the contents of the will: Yen Estate v. Chan, 2013 BCCA 423, citing Maliwat v. Gagné, 2009 BCSC 1447 at para. 106, aff'd 2010 BCCA 323. These are focussed issues. [54] In contrast, the......
-
Wills: Capacity Challenges And Claims
...that is not the focus of this blog. On reconsideration, it was brought to the Court's attention the case law of Yen Estate v. Chan, 2013 BCCA 423, which stands for 'the proposition that the presumption of due execution applies where the evidence establishes that the testator signed the Will......
-
Digest: Karpinski v Zookewich Estate, 2018 SKCA 56
...279, 5 Sask R 94, 56 CCC (2d) 90 Vout v Hay, [1995] 2 SCR 876, 125 DLR (4th) 431, 183 NR 1, 7 ETR (2d) 209 Yen Estate v Yen-Zimmerman, 2013 BCCA 423, 49 BCLR (5th) 118 Sask R 84 Karpinski v Lozinski, 2017 SKQB 278 MacGregor v Ryan, [1965] SCR 757 Riach v Ferris, [1934] SCR 725 Royal Trust C......