Canada: Managing Unforeseen "Issues" In Your Estate: Koziarski Estate v. Sullivan

Last Updated: April 24 2018

In 2017, the Ontario Superior Court of Justice held that a grandchild born out of wedlock was not entitled to share in his late grandmother's estate because he did not fall within the definition of "issue" as used in her Will at the time the Will was signed.

 The Deceased's Will dated December 14, 1977, provided that the remainder of her estate would be left entirely to her husband, and if her husband should predecease her, the remainder of her estate would be divided equally and distributed between her two children, Henry and George In the case where one of her children predeceases her, that predeceased child's share would be divided into equal shares and distributed among his issue The Deceased's husband and her son, George, both predeceased her

George had one child of his marriage However, before he got married, George was in a relationship with another woman and fathered the Respondent, Jesse Koziarski

On the date the Deceased's Will was drafted and signed, common law applied a presumption that words such as "child" and "issue" did not include persons born out of wedlock unless rebutted by surrounding circumstances However, on March 31, 1978, a mere three months after the Deceased signed her Will, the Succession Law Reform Act ("SLRA") was enacted in Ontario and immediately changed this presumption Sections 1(3) & (4) of the SLRA now provides:

1 (3) In this Act, and in any will unless a contrary intention is shown in the will, a reference to a person in terms of a relationship to another person determined by blood or marriage shall be deemed to include a person who comes within the description despite the fact that he or she or any other person through whom the relationship is traced was born outside marriage

(4) Subsection (3) applies in respect of wills made on or after the 31st day of March, 1978

In light of this change, the question before the court was whether Jesse fell within the class of George's "issue" since he was considered to be born out of wedlock under common law when the Will was signed, but is now considered to be included as the Deceased's issue under the new provisions of the SLRA

The estate trustee took the position that as an illegitimate grandchild, Jesse was not considered George's issue and therefore not entitled to share in the estate He argued that while the SLRA clearly expressed the legislature's intention to change the presumption of the use of the word "child" to include a natural person born out of wedlock, this change was to be effective only on wills made on or after March 31, 1978, when the law came into effect Because the Deceased's Will was drafted and signed before this date, the estate trustee argued that the SLRA did not apply to the Deceased's Will and was meant not to include children and grandchildren born out of wedlock

On the other hand, Jesse argued that the presumption that applied to the word "child" and similar terminology excluding children born out of wedlock was judge-made law, defined at a time when social mores towards illegitimate children were less progressive and emphasized the distinction between children born out of wedlock and those born within marriage Additionally, the ordinary meaning of the word "child" includes both Further, subsection 1(4) of the SLRA remains silent on the court's ability to change the common law presumption for wills executed prior to March 31, 1978

In its decision, the Court ruled for the estate trustee "with great regret", taking a strict interpretation of the SLRA and finding that the legislation did not bring Jesse into the meaning of the word "issue" because the Deceased's Will was drafted and signed before the SLRA was enacted As a result, Jesse was not entitled to share in the estate of Deceased and there was nothing in the surrounding circumstances in December 1977 to sufficiently displace the presumption that the term "issue" would not include persons born out of wedlock The evidence submitted by Jesse demonstrating the familial relationship between the Deceased and Jesse after Jesse was born was deemed not to be relevant, with the Court specifically citing the fact that the Will was executed before the birth of any of the Deceased's grandchildren.

Lessons from Koziarski

While lawyers cannot predict unexpected circumstances and whether legislative changes will come into effect after a Will is finalized, precautions should be taken to carefully draft the Will to ensure that a testator's intentions remain as clear as possible regardless of what may come out of the woodwork after the execution of the Will or the testator's death

A well-drafted Will should include a provision specifically addressing the definition of issue and per stirpes distribution to make it absolutely clear to estate trustees, beneficiaries and the court as to the testamentary intentions of the testator at the time that a Will is signed, including how the distribution is to occur and who specifically is included in the class of beneficiaries This is especially significant for blended families if a testator intends to include children or grandchildren, as well as their issue, who are not legally adopted or from a second marriage or previous relationship

A provision defining "issue" to include or exclude certain individuals should be abundantly clear to include or exclude a certain person in the distribution Giftover provisions must specify what class of individuals are to have a beneficial interest in a gift if the original beneficiary had predeceased the testator, including among which persons the gift is to be divided, when (immediately or in trust), and in what proportions As demonstrated by Koziarski, evidence submitted to the Court attempting to prove a familial relationship between the testator and a beneficiary is a high bar to meet if he or she is not explicitly included in the wording of the Will, either as an individual or by class It is therefore critical that a Will is drafted in a way to maximize clarity to the estate trustees, beneficiaries and the court, and is prepared to withstand whatever surprises or circumstances that may arise

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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