BC Probate & Estate Administration Practice Manual

Practice Point

Manage your probate and estate matters with confidence

This publication is essential for: practitioners who do estate administration or estate litigation work.

If you work in estate administration, you know there is a high potential for error. Reduce the risk with BC Probate & Estate Practice Manual, which takes you step-by step through handling probate and estate matters in BC. This longstanding manual is the answer to all your probate and estate administration questions, from initial contact with a personal representative to post-grant issues. This manual also covers difficult tax and conflict of laws issues, as well as potential areas for estate litigation.

With this resource, you will be able to:

  • confidently advise personal representatives on how to successfully administer an estate
  • prepare for and make probate and estate administration applications
  • better avoid and handle contentious areas during the estate administration process

Highlights of the 2018 update

  • inclusion of key income tax changes, including the broadening of tax on split income (TOSI) and new amendments affecting the principal residence exemption
  • discussion of new developments regarding property transfer tax returns, additional property transfer tax, and other issues affecting LTSA filings
  • new or expanded topics, such as:
    • transmission and transfer of corporate shares (CH 10)
    • summary passing of accounts (CH 15)
    • statutory obligations relevant to personal representative’s remuneration (CH 16)
    • testamentary capacity under the Indian Act (CH 20)
  • over 50 new cases; examples of topics affected:
    • WESA, s. 58 (e.g., Re Hadley Estate, 2017 BCCA 311);
    • removal of executors (e.g., Re Elphinstone Estate, 2017 BCSC 1404; Rodgers v. Rodgers Estate, 2017 BCSC 518)
    • quantum of personal representative remuneration (e.g., Re Haley, 2017 BCSC 2057; Re Collett Estate, 2017 BCSC 473; Re Sangha, 2018 BCSC 54; Re de Beerenbrouk Estate, 2017 BCSC 1785)
    • costs of passing of accounts (Re Coyne Estate, 2017 BCSC 840; Re Rodgers Estate, 2017 BCSC 2001);
    • resulting trusts (Grosseth Estate v. Grosseth, 2017 BCSC 2055; Re Stade Estate, 2017 BCSC 2354);
    • personal representative’s right to claim arrears of child support (Carpentier v. BC (Director of Family Maintenance Enforcement), 2018 BCCA 109)
  • updates throughout to incorporate all federal and provincial legislative and regulatory developments since last year’s update

Editorial Board 

Sandra L. Enticknap, QC — Miller Thomson LLP, Vancouver
Mary B. Hamilton — Alexander Holburn Beaudin & Lang LLP, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna – Counsel, Clark Wilson LLP, Vancouver

Authors

Shelley A. Bentley — Shelley Bentley Law Corporation, Vancouver
Jeffrey Bichard — Legacy Tax & Trust Lawyers, Vancouver
Lauren A.E. Blake —  Legacy Tax & Trust Lawyers, Vancouver
Stephanie J. Daniels — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Dwight D. Dee — Miller Thomson LLP, Vancouver
Professor Elizabeth R. Edinger — Faculty of Law at Allard Hall, University of BC, Vancouver
Sandra L. Enticknap, QC — Miller Thomson LLP, Vancouver
Andrea E. Frisby — Legacy Tax + Trust Lawyers, Vancouver
Peter J. Glowacki — Borden Ladner Gervais LLP, Vancouver
Suzanne H. Grant — Swift Datoo, Courtenay
Kay E. Gray, CGA, TEP — Grant Thornton LLP, Vancouver
M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver
Anna Laing — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Roger D. Lee — DLA Piper (Canada) LLP, Vancouver
Helen H. Low, QC — Fasken Martineau DuMoulin LLP, Vancouver
Sharon A. MacMillan — Miller Thomson LLP, Vancouver
John R. Manning — John R. Manning Law Corporation, Nanaimo
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Richard T. Weiland — Clark Wilson LLP, Vancouver
Mark S. Weintraub, QC with contributions from Amy A. Mortimore, Richard T. Weiland, Rong (Lauren) Liang, Gordon Behan, Areet S. Kaila, and Emily Clough — Clark Wilson LLP, Vancouver
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna – Counsel, Clark Wilson LLP
Susan A. Willis — Indigenous Services Canada, Vancouver

Volume 1

  1. Initial Advice for the Personal Representative
  2. Devolution of Assets on Death 
  3. Pre-Application Matters in Estate Grants 
  4. Proceedings Relating to Estate Grants
  5. Applications for Probate and Administration with Will Annexed
  6. Applications for Administration without Will Annexed
  7. Probate Fees
  8. Bringing a Foreign Grant into British Columbia
  9. Applications in the Course of Administration
  10. Transmission and Transfer of Assets in Estate Administration 
  11. Liabilities in Estate Administration 
  12. Taxation of the Deceased
  13. Taxation of Estates and Testamentary Trusts
  14. Special Tax Issues in Estate Administration 
  15. Accounts in Estate Administration
  16. Remuneration of Personal Representatives and Trustees
  17. Remuneration of Lawyers in Estate Administration 
  18. Proof in Solemn Form
  19. Wills Variation Claims
  20. Estates Under the Indian Act
  21. Conflict of Laws in Estate Administration

Volume 2

Forms and Precedents
Initial Advice for the Personal Representative
Pre-application Matters in Estate Grants
Proceedings Relating to Estate Grants
Applications for Estate Grants
Foreign Grants
Applications in the Course of Estate Administration
Transmission and Transfer of Assets in Estate Administration
Liabilities in Estate Administration
Taxation in Estate Administration
Accounts
Remuneration of lawyers in Estate Administration
Proof in Solemn Form
Wills Variation Claims

Legislation
Probate Fee Act
Supreme Court Civil Rules 21-6 and 25-1 to 25-16
Tables of Concordance for the WESA and the Current Probate Rules
Trustee Act
Wills, Estates and Succession Act
Wills, Estates and Succession Regulation

Checklists
Probate and Administration Interview [CL 1]
Probate and Administration Procedure [CL 2]

Case Table

Table of Statutes and Related Materials

“I am an estate and trust litigator. When faced with a new or less than common issue, particularly in administration or planning, my starting point is always CLEBC’s wills, estates, and trusts publications (especially the online versions).

BC Estate Planning & Wealth Preservation along with BC Probate & Estate Administration Practice Manualprovide me with current and practical answers, Annotated Estates Practice is an easy way to stay up to date on new cases, and Wills and Personal Planning Precedents embody best practice standards for drafting.

I can’t say enough about how valuable the wills, estates, and trusts resources available through CLEBC truly are.”

Amy Mortimore, Partner, Clark Wilson LLP