Intestate Succession Flashcards

1
Q

Partial intestate

A

Will covers some things but not others

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2
Q

Person who leaves no will dies…

A

Intestate

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3
Q

What are laws of intestate modelled on?

A

What we as a society think the person would realistically want done with their estate after they die

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4
Q

Who do we assume you want it to go to?

A

Spouse, kids, etc.

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5
Q

Who are invisible under laws of intestacy?

A

Common law spouse and step children (if not legally adopted)

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6
Q

What is the difference between Ontario and NB devolution of estates act?

A

Ontario’s statute has good definitions section that mentions all terms of art in that statute where NB has nothing close to this with just a tiny act and not many definitions

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7
Q

What act is used for this?

A

Devolution of estates act

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8
Q

Issue

A

Child, grandchild, great-grandchild– has to be direct descendent of a child

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9
Q

Ex: dies intestate leaving a widow and no issue

A

Estate goes to widow

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10
Q

What about adoption?

A

Children who have been legally adopted qualify as issue under DEA

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11
Q

Child legally given up for adoption

A

Cannot avail themselves of law of intestacy, in NB you can legally say you want them to get it though

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12
Q

Illegitimate children?

A

Not legally married but have kids, no such thing anymore

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13
Q

Step children

A

If not legally adopted does not matter how close they are, they cannot avail themselves in law of intestacy

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14
Q

Child

A

Offspring of the first generation (child of testator)

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15
Q

Widow

A

Not defined in act but case law says surviving legal spouse

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16
Q

Spouse

A

Legally married person

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17
Q

In Canada no such thing as legal separation, t/f?

A

T- in order to get divorced have to be living separate and apart for years

18
Q

Intestate Woman

A

S.36 same as a man, widow=widower

19
Q

If deceased survived by a widow and 1 child

A

S.22(2) widow entitled to all marital property. If anything left (residue of estate) split 50//50 between widow and child.

20
Q

Marital Property

A

Everything that married people own and use together for the sake of a family

21
Q

Different in ONT for one widow on child

A

Spouse gets preference for $200,000 and after that it is legal share

22
Q

S.23 Childs Interest

A

Informs Childs rights. Things get split between kids subject to the interest of the widow.

23
Q

S.22(2.1) Widow + Children

A

Widow gets marital property and 1/3 of residue. Children split remaining 2/3.

24
Q

Per Stirpes

A

Legally means the children or direct descendants of someone who has died step into the place of the person that has died

25
Q

Per Capita

A

Heirs of the same generation each get an equal amount

26
Q

S.22(3) Widow + issue

A

Widow still takes half and kid steps into dads shoes per stripes

27
Q

Basics w/ S.22(3)

A

As long as someone is there to keep the memory of their dead parents alive then they keep the rights

28
Q

In ONT if entire generation knocked out they share

A

per capita

29
Q

No widow

A

Kids split equally

30
Q

No widow and no issue

A

S.26 it goes to your parents (it goes up)

31
Q

No widow, no issue, no parents

A

S.26 goes to surviving brothers or sisters of deceased (sideways). If sibling dies but leaves issues those children take per stirpes.

32
Q

S.27 Surviving nieces and nephews

A

If all brothers and sisters are deceased, nieces and nephews take per capita

33
Q

S.28 no widow, issue, parents, siblings, niece/nephew

A

Distributed equally to next of kin of equal degree of consanguinity to the intestate. (based on blood)

34
Q

Contractual Surrender of Rights in Intestacy

A

Can contract out of your right to take under intestacy (ex: marriage contract or separation agreement)

35
Q

Caron and Sailor v Rowe

A

Contracting out of intestacy rights. Language in document must be crystal clear and specific that you intend to contract out.

36
Q

Advancement

A

Under laws of intestacy if someone entitled to inherit received portion by inter vivid gift and it can be proven the intestate intended for it to contribute to their portion, it should be subtracted.

37
Q

What does doctrine of advancement apply to?

A

Only applies to complete intestacy (absolutely no will).

38
Q

What if advancement equal to or greater than their portion?

A

They get absolutely nothing

39
Q

Does advancement apply to spouses?

A

No, just children/ descendants so issue (in NB)

40
Q

Exception to advancement

A

If monies given to child for purposes of education or maintenance (keeping them alive) that doesn’t count as advancement (onus on person trying to assert this)