Supreme Court of Canada
McEwen
v. Jenkins and Bradley, [1958] S.C.R. 719
Date:
1958-10-07
Dame Linnie Holland McEwen (Plaintiff)
Appellant;
and
Estate Charles Ruiter
Jenkins et al. (Defendants) Respondents;
and
Edith Holland et al. Mis-En-Cause.
Dame Linnie Holland McEwen (Plaintiff)
Appellant ;
and
Estate Charles Ruiter
Jenkins (Defendant) Respondent ;
and
Wesley H. Bradley et al. (Defendants)
Mis-En-Cause.
1958: March 6,
7, 10, 11, 12, April 23, 24, 25; 1958: October 7.
Present: Taschereau, Rand, Cartwright, Fauteux and Judson JJ.
ON APPEAL PROM THE COURT OP QUEEN'S BENCH, APPEAL SIDE,
PROVINCE OF QUEBEC.
Wills—Power of attorney—Capacity—Burden of proof—Action
to set aside will and power of attorney—Accounting—Arts. 831, 835, 919 of the
Civil Code—Arts. 566, 578 of the Code of Civil Procedure.
When a prima facie case is made against the juris tantum presumption of sanity, the person supporting the
instrument has the burden of showing that the giver of the instrument was of
sound mind. This obligation of proving lucid intervals by preponderance of
evidence applies in the case of a will as well as in the case of a power of
attorney. Furthermore, in order to avoid the instrument it is not necessary
that the giver be totally insane, the rule being that a disposing mind and
memory is one able to comprehend, of its own initiative and volition, the
essential elements of the transaction.
The plaintiff, a particular legatee under the will of the
deceased and also one of his heirs-at-law as a first cousin, instituted proceedings
in annulment of the deceased's will, made 25 days before his death, and of a
power of attorney signed 14 months prior, on the ground of fraud and
incapacity. The power of attorney had been signed in favour of the defendant J,
and both he and the defendant B had been appointed executors and trustees by
the will. The action was directed against both defendants personally.
The trial judge held that both the will and the power of
attorney were null and void and ordered the defendant J to account for his
administration under the power of attorney, and dismissed the action against
the
[Page 720]
defendant B. The plaintiff appealed on the grounds that the
trial judge had failed to find fraud, had failed to order both defendants to
account for their administration under the will, and that the action against B
had been dismissed. The estate of the deceased defendant J cross-appealed, but
was the only party to do so.
The Court of Appeal, by a majority judgment, dismissed the
appeal, declared valid the power of attorney and confirmed the judgment at
trial as to the invalidity of the will on the ground that it had become res
judicata since no interested party had appealed the judgment on this point.
Held: The action should be maintained. The will and the
power of attorney were null for lack of mental capacity, and, furthermore, the
judgment at trial avoiding the will was res judicata and could not be
challenged.
The proponents of the will and of the power of attorney have
failed to satisfy the onus, resting upon them, of establishing that at the time
of signing the instruments, the deceased had the necessary mental power to
execute them and that his weakness of mind allowed him to comprehend the effect
and consequences of the acts which he performed. It has been shown that the
deceased's mind was, at the relevant times, habitually in a state of confusion,
incapable of discernment, and no satisfactory evidence was adduced that the
instruments were executed during periods of lucid intervals.
The plaintiff, being an heir ab intestat if the will
was void, had a sufficient interest to attack the power of attorney so as to
increase the value of the estate.
None of the universal legatees having appealed to the Court of
Appeal, the judgment at trial avoiding the will became res judicata. The
executor had no interest to appeal that part of the judgment, as he does not
represent the estate. His intervention in the contestation of a will is limited
by art. 919 C.C. to exceptional instances only.
As the obligation to account rests also upon a person whose
authority to act is derived from an instrument found void for lack of mental
capacity, there should be an accounting of the administration done under the
will as well as under the power of attorney.
APPEAL from a judgment of the Court of Queen's Bench,
Appeal Side, Province of Quebec, varying a judgment of Mitchell J.
Appeal allowed.
R. S. Willis, C. D. Gonthier and J. D.
Hackett, for the plaintiff, appellant.
A. Rousseau, for the defendant Jenkins Estate.
J. de M. Marler, Q.C., for the mis-en-cause.
The judgment of the Court was delivered by
Taschereau J.:—We
are concerned with two appeals in the present matter, in which Dame Linnie
Holland McEwen is the appellant in both, arising out of an action instituted by
her in the Superior Court for the district of St. Francis,
[Page 721]
in annulment of a power of attorney and of the last will of
the late John C. Holland executed by him some time prior to his death, by
reason of fraud and incapacity.
The plaintiff-appellant is a first cousin of the late John
C. Holland and she is a particular legatee of $1,000 under the will, and she is
also one of his heirs-at-law.
John C. Holland, retired printer and publisher, domiciled in
the village of Rock Island in the district of St. Francis, Province of Quebec,
made his last will and testament in the form derived from the laws of England
on February 18, 1949. After having bequeathed all his property both moveable
and immoveable, real and personal, to his executors and trustees, In Trust, he made some particular
legacies to his sister-in-law Mrs. Agnes Holland, and to each of eleven
cousins, of $1,000 each. He left to his friend Dr. Carson, to Mirabelle
Robinson, to his physician Dr. Schurman, the sum of $1,000 each, and to
Mrs. Helen A. Batchelor and Alma Talbot the sum of $500 each. He instructed his
trustees to pay without interest the rest, residue and remainder of his estate
in equal parts, share and share alike, to the Salvation Army and to the
Canadian Red Cross Society, to be used for the general charitable and
philanthropic activities of these two organizations.
He appointed as executors and trustees his friend Charles R.
Jenkins, of the village of Rock Island, and his attorney Wesley H. Bradley, of
the city of Sherbrooke.
On January 30, 1948, John C. Holland also signed a general
power of attorney in favour of Charles R. Jenkins, appointing him his mandatory
as his sole and exclusive agent and attorney, with full rights to sell, buy,
hypothecate, discharge, discuss, transact, compromise, settle and turn to any
account, the whole or any part of certain described properties in the power of
attorney at his full discretion. Jenkins, in the same document, agreed and
obligated himself to render an accounting to the mandator of all things done by
him at the request of the mandator, and to show the equal division of profits
and revenues to which each of them was entitled, by reason of an understanding
existing between them in connection with said properties, but no evidence of
which has been adduced.
[Page 722]
This power of attorney was signed in the presence of Dr.
Schurman, his physician, and Mrs. Helen A. Batchelor, his nurse.
John C. Holland died on March 15, 1949, viz, 14 months after
signing this power of attorney, and 25 days after the signature of his last
will and testament.
The appellant who, under the will, inherited as a particular
legatee of a sum of $1,000, and who, as a first cousin is an heir-at-law,
instituted legal proceedings in the month of August 1950, in which she claimed
that the late John C. Holland was not, after January 20, 1948, of sound and
disposing mind, memory or judgment; that he was incapable of assenting to and
understanding any act of alienation of his property by will, sale or otherwise,
and that at and after January 20, 1948, he was under the undue influence, power
and control of one of the defendants, Charles R. Jenkins. She concludes that
the power of attorney executed on January 30, 1948, by the late John Calvin
Holland should be declared invalid, illegal and of no effect; that all the
deeds executed by the said defendant Jenkins under the power of attorney be
annulled, set aside and declared invalid; that the last will of the late John
Calvin Holland be declared invalid and of no effect; that the executors and defendants
be condemned jointly and severally to account to plaintiff and to the
mis-en-cause, the heirs-at-law, for the property of the late John Calvin
Holland and for their administration thereof, and give to plaintiff and the
mis-en-cause, the heirs-at-law, the immediate possession thereof; and further
that the defendants, personally, be condemned to pay the costs of the action,
and that the mis-en-cause be condemned to pay the costs only in the event of
contestation.
The action was directed against Charles Ruiter
Jenkins and Wesley H. Bradley personally, and the heirs-at-law were
mis-en-cause, as well as the other parties referred to as the legatees
mentioned in the last will and testament of the late John C. Holland. Five
other parties of Rock Island and the surrounding villages referred to as the
purchasers, under the power of attorney, were also mis-en-cause, as well as
James W. Downing, Registrar for the Stanstead division, registry office of the
district of St. Francis.
[Page 723]
The Superior Court maintained with costs the plaintiff's
action against the defendant Charles R. Jenkins, dismissed it against Wesley H.
Bradley, and maintained it against the mis-en-cause, contesting, The Salvation
Army and the Canadian Red Cross Society, with costs against the estate of the
late John C. Holland. The Court decided that the alleged last will and
testament of the late John C. Holland was null and void for all legal purposes
as well as the power of attorney dated January 30, 1948. The Court also
annulled, saving the rights of the purchasers to claim from the estate of the
late John C. Holland any and all things to which they were by law entitled, six
deeds of sale executed by Charles R. Jenkins under the power of attorney, and
finally declared Charles R. Jenkins comptable to the estate of the late
John Calvin Holland, of his administration as a result of the said power of
attorney.
The plaintiff, although having succeeded on several grounds
in the Superior Court, appealed from that judgment alleging that the trial judge
had failed to grant some of the remedies prayed for. Particularly, the
plaintiff complained that the Superior Court failed to find fraud, failed also
to order the defendants Charles R. Jenkins and Wesley H. Bradley to account for
their administration of the property of the late Holland, condemning only
Jenkins to account for his administration under the power of attorney, without
setting a delay within which the account must be rendered, and because it
dismissed the action against defendant Bradley.
The Court of Queen's Bench unanimously dismissed
this appeal and confirmed the judgment of the learned trial judge as to the
points appealed from.
Before the Court of Queen's Bench, the estate, by reprise
d'instance, of the late Charles Ruiter Jenkins cross-appealed,
and the Court, Mr. Justice Gagné dissenting, allowed the appeal of the late
Charles Ruiter Jenkins, declared valid the power of
attorney executed by Holland in his favour, quashed the order enjoining Jenkins
to account for his administration under the power of attorney, and dismissed
the action against him. The Court
[Page 724]
of Queen's Bench, however, confirmed the judgment of the
Superior Court, which had maintained the action against the mis-en-cause
contesting, the Salvation Army and the Canadian Red Cross Society, the sole
residuary legatees under the will, and had declared the will invalid, on the
ground that this judgment had become chose jugée, no interested party
having appealed from the judgment on this point. It will be noted that only the
estate of Charles R. Jenkins cross-appealed, and that neither the Salvation
Army nor the Canadian Red Cross Society, who were universal legatees under the
will annulled by the judgment of the Superior Court, availed themselves of this
right.
Before this Court, the plaintiff in the Superior Court
Lennie Holland McEwen appeals from the judgment of the Court of Queen's Bench
dismissing her appeal, and also appeals from the judgment of the same Court
allowing the appeal of Charles R. Jenkins. The Canadian Red Cross Society and
the Salvation Army before this Court cross-appeal from the judgment confirming
the maintaining of the plaintiff's action against them, and confirming the
declaration that the will and probate were null and void.
The first point that has to be considered is the capacity of
the late John C. Holland to execute the power of attorney and the last will and
testament which he has made. The learned trial judge has, I think, clearly
expounded the law in his judgment. He applied the principle that if it is once
shown that a party is not in his right mind, in reference to a future
transaction, the onus is thrown upon the party who wants to sustain the
validity of that transaction to show that, although not at one time in his
right mind, he had recovered and was compos mentis. (Vide Russell v.
Lefrancois, Phelan v. Murphy,
Thuot v. Berger, Mathieu v. Saint-Michel).
In this last case Mr. Justice Rand, speaking for Taschereau
and Locke JJ., said at page 487:
The evidence … was sufficient to raise a prima facie
presumption of that degree of mental weakness or unsoundness and to cast upon
those supporting the instrument of donation the burden of displacing it by
convincing proof that the deceased at the time was able to give such a consent.
[Page 725]
In the same case at page 488, Mr. Justice Abbott speaking
for himself and Mr. Justice Fauteux, said:
In my opinion the medical evidence was sufficient to raise a
prima facie presumption of mental incapacity. On the principle enunciated in Russell
v. Lefrançois (supra), the burden of
establishing capacity to have made the donation and the will was therefore
shifted to the propounding party and in my view the appellants failed to
discharge that burden.
The Judicial Committee of the Privy Council had also said
previously in Robins v. National Trust Company:
Those who propound a will must show that the will of which
probate is sought is the will of the testator, and that the testator was a
person of testamentary capacity. In ordinary cases, if there is no suggestion
to the contrary, any man who is shown to have executed a will in ordinary form,
will be presumed to have capacity, but the moment the capacity is called in
question, then at once the onus lies on those propounding the will to affirm
positively the testamentary capacity.
In Baptist v. Baptist, it was held,
affirming the judgment of the Court below,
that art. 831 C.C. which enacts that the testator must be of
sound mind, does not declare null only the will of an insane person, but also
the will of all those whose weakness of mind does not allow them to comprehend
the effect and consequences of the act which they perform.
The first part of art. 831 C.C. reads as follows:
Every person at full age, of sound intellect, and capable of
alienating his property, may dispose of it freely by will, without distinction
as to its origin or nature, …
Article 835 C.C. says:
The capacity of the testator is considered relatively to the
time of making his will …
It is in the light of these sections that it has been established
by the jurisprudence of the Province, that if a prima facie case is made
against the juris tantum presumption of
mental sanity, the person supporting the instrument has the burden to show that
the testator was of sound mind.
Moreover, it has been decided, and these decisions are no
longer challenged, that in order to avoid a will, it is not necessary that the
testator be totally insane, and the rule is that a disposing mind and
memory is one able to comprehend, of its own initiative and volition, the
essential elements of will-making, property, objects, just
[Page 726]
claims to consideration, revocation of existing
dispositions, and the like. "Merely to be able to make rational responses
is not enough, nor to repeat a tutored formula of simple terms. There must be a
power to hold the essential field of the mind in some degree of appreciation as
a whole." Leger v. Poirier.
It is with these fundamental legal principles in mind that
the learned trial judge approached the facts of the present case.
For a long time Holland had suffered from diabetes and in
the year 1939 he had an automobile accident, as a result of which he was taken
to a hospital in the city of Sherbrooke. He remained in the hospital for
several months under the care of Dr. Ellis, who prescribed insulin for his
diabetic condition. When he returned to Rock Island, his home town, his
capacity had lessened considerably, and he was lame and walked with a cane.
Very often he would fall asleep on his desk and at his meals. He showed less interest
in his life, and the trial judge states that the evidence reveals that there
was a gradual debility in his physical and mental functions.
On January 20, 1948, he was stricken with un caillot au
cerveau which caused partial paralysis, and which necessitated his
confinement to bed in the Newport General Hospital where he died on March 15,
1949. After his admission to the hospital on March 13, 1948, Mr. Justice White,
after taking cognizance of the deliberations of the family council, found that
Holland was incapable of carrying on his business, and appointed Herman A.
Carson as judicial adviser with the powers given by art. 351 C.C. The learned
trial judge also found that from the time that Holland became hospitalized
until his death, he was a very sick man. This was the opinion of the medical
experts, and it was also apparent to persons with no medical training who
visited him at the hospital.
After having reviewed all the evidence on this question of
fact, the trial judge says:
I have heard the witnesess with the exception of Mrs.
Batchelor and Miss Talbot, who were heard under a rogatory commission, and
after having carefully studied and considered the voluminous transcription of
all the evidence, I am left with a broad though clear cut conviction that the
mind of the testator during the whole period of this fourteen months
[Page 727]
was one without any interest, devoid of initiative, and not
capable of discernment. This state of mind is a complete contrast to the
aggressive, independent and active mind of the late Mr. Holland before his
illness. There is not one occasion indicated in the evidence when he can be
said to have asserted his own will while in the hospital. There are multiple
instances of his agreeableness. He always agreed. It is interesting to note
that at any time when his consent or refusal to a proposal was obtained from
him, it was at the instance of a question put to him, often in a leading form.
On the whole taken together, the balance of the evidence is weighted heavily
against the capacity of the late Mr. Holland at all times to which the evidence
gives light.
The above statement of the trial judge has reference not
only to the will he made on February 18, 1949, approximately one month before
his death, but also to the power of attorney executed on January 30, 1948, ten
days after he suffered the stroke which caused paralysis. The trial judge
refers to a period of fourteen months as being "one without any interest,
devoid of initiative, and not capable of discernment". In his judgment he
says:
The position with respect to the power of attorney is
different only in that it was signed on the 30th of January 1948, ten days
after he was admitted to the hospital, and prior to the said judgment rendered
by this Court appointing a judicial adviser to the late Mr. Holland upon a
petition made by the Plaintiff to have him interdicted for insanity.
But the evidence is so strong that at many times both before
and after the execution of the Power of attorney Mr. Holland was in a state of
mind which would render him incapable of giving a valid consent to a document
that any added burden put upon the Plaintiff because the Power of Attorney
antedated the decision upon the Petition for interdiction by a period of about
one month has in my view been rebutted.
Here again as in the case of the Will the evidence as to the
late Mr. Holland's capacity at the time the Power of Attorney was executed is
weak. I accept Mr. Frégau's statement that he was not
present at the time the Power of Attorney was executed, without hesitation. The
Defendant Jenkins was present but did not testify. Mrs. Batchelor, the nurse,
was the sole witness offered and her evidence is no more convincing than in the
instance of the Will.
In the Court of Queen's Bench, Mr.
Justice St-Jacques held that the appellant had no legal status to ask for the
annulment of the power of attorney, being only a particular legatee for $1,000.
With this statement I do not agree, because the will being void, she was an
heir ab intestat, and
had an interest in obtaining a declaration of nullity of the power of attorney,
so as to increase the value of the estate, of which she was an heir-at-law. Mr.
Justice St-Jacques also held that when the power of
[Page 728]
attorney was given, it was not established that Holland was
not competent to sign the instrument. I will deal with this point later.
As to the will, he held that it was impossible to set aside
the judgment of the trial judge because Jenkins, the executor and the only
appellant by cross-appeal before the Court of Queen's Bench, had no status to
support the will, the universal legatees not having appealed to the Court of
Queen's Bench the judgment of the trial judge setting it aside. He thought,
therefore, that there was res judicata as to the invalidity of the will.
Mr. Justice Gagné came also to the conclusion that as to the
will, there was res judicata, Jenkins having no interest to appeal. He
also reached the conclusion, agreeing with the learned trial judge, that it had
not been established that Holland was competent at the time of signing his
will. He also agreed with the trial judge that Holland was mentally incapable
of signing the power of attorney. He therefore dismissed both appeals, being of
opinion that the two instruments were null and void for lack of capacity, and
that it was therefore unnecessary to examine the contention of the appellant
that they were obtained by fraud or illegal manoeuvres.
Mr. Justice Hyde also held that the executor had no interest
in the will and that as to it there was res judicata. He however reached
the conclusion that the power of attorney was signed at a moment when Holland
was compos mentis.
Three judges of the Court of Queen's Bench consequently held
that as to the will, there was res judicata, and that the judgment should
stand, but only Mr. Justice Gagné held that the testator was mentally
incapable. The majority of the Court of Appeal, Mr. Justice Gagné
dissenting, held that the power of attorney was valid.
I agree with the learned trial judge and with Mr. Justice Gagné,
that at the time of signing the power of attorney and his last will, Holland
did not have the necessary mental power to execute them, and that his weakness
of mind did not allow him to comprehend the effect and consequences of the acts
which he performed. He had even affixed his signature on a white piece of
paper, evidently not knowing
[Page 729]
that it was intended to be a power of attorney to be
completed later, which Mr. Fregeau, Q.C., refused to do. It has been
overwhelmingly shown that his mind was habitually in a state of confusion,
incapable of discernment, and no satisfactory evidence has been adduced that
the instruments were executed during periods of lucid intervals. This burden
rested upon the proponents of the will and of the power of attorney. They have
totally failed, on this point, to satisfy me.
I may add that the constant jurisprudence which imposes upon
the proponents of a will the obligation to prove lucid intervals by
preponderance of evidence, when a prima facie case of incapacity has
been established, applies not only in cases of wills, but also in cases of
execution of other instruments, as for instance powers of attorney.
Moreover, I am in complete agreement with the unanimous
pronouncement of the Court of Queen's Bench, that as to the will, there was res
judicata, the universal legatees not having appealed. Only Jenkins did, and
he had no interest to do so. The principal function of the executor is to see
to the proper execution of the will. He does not represent the estate; he is
the mandatory of the deceased, and it is from him only that he holds his
powers. An action to set aside a will cannot be directed against him. ( Colin et Capitant, Droit Civil Français, t. 3,
1950, p. 961) (Encyclopédie Dalloz, Droit Civil, vol. 2,
p. 690 et seq, verbo Exécuteur
Testamentaire) (Aubry et Rau, Droit Civil Français, vol. 11, 5e ed., p.
425) (Baudry-Lacantinerie, Traité de Droit
Civil, Des Donations et Testaments, vol. 2. p. 317)
(Duranton, Cours de Droit Français, t. 9, p.
590) (Laurent, Droit Civil Français, vol. 14, p. 386) (Beudant, Droit Civil Français, Donations
entre vifs et Testaments, vol. 7, t. 2).
In certain instances, the executor may support the validity
of the will (919 C.C.), but his possible intervention is limited to certain
cases only. As Demolombe says (Cours de Droit Civil,
Donations entre vifs, vol. 22, t. 5,
p. 66, n° 79):
Et encore, pensons-nous que ce serait le droit
et le devoir de l'exécuteur d'intervenir, s'il s'apercevait que les héritiers s'entendent
frauduleusement avec les tiers pour dissimuler au préjudice des légataires,
l'actif réel de la succession, soit par des jugements, qu'ils voudraient
laisser rendre collusoirement contre eux, soit par des traités quelconques.
[Page 730]
At p. 57, no. 68, he adds:
Nous ajoutons qu'il pourrait prendre parti
tout à la fois contre les uns et contre les autres, s'il arrivait que les
héritiers et légataires s'entendissent pour tromper, de concert, les intentions
du testateur.
The French law is similar to ours on this point, and
Mignault shares the same views as the commentators of the Code Napoleon. He
says (Droit Civil Canadien, vol. 4, pp. 477 and 478) :
En vertu des pouvoirs généraux que la loi lui
confère, l'exécuteur testamentaire doit protéger le testament lorsque les héritiers
ou légataires ou même des tiers tentent collusoirement de le faire annuler. A
cet effet, l'article 919 porte que s'il y a contestation
sur la validité du testament, l'exécuteur testamentaire peut se rendre partie
pour la soutenir; et cette disposition doit s'entendre tant de la validité du
testament tout entier que d'un legs qu'il renferme. Ce n'est pas que
l'exécuteur soit le représentant de la succession ou qu'il ait qualité pour
plaider au nom des héritiers; ces derniers seuls sont les représentants de la
succession. Mais comme l'exécuteur testamentaire a pour mission de veiller à
l'exécution du testament, il convenait de lui donner le droit d'intervenir dans
une instance où l'on attaque ce testament, afin d'éviter que par collusion
l'héritier ne le laisse annuler. Tel est le seul but de la disposition que
j'ai citée. On ne pourrait donc pas poursuivre l'exécuteur testamentaire en
nullité du testament: ne représentant pas la succession, il n'a pas qualité
pour répondre à cette action. L'action doit être dirigée contre l'héritier
lui-même, et l'exécuteur testamentaire peut intervenir dans l'instance,
s'il le juge à propos, afin de soutenir le testament, mais là se borne son
rôle. C'est ainsi qu'on doit entendre une décision du juge Larue dans une cause
de Poitras v. Drolet (12 C.S. p. 461), à l'effet que l'exécuteur testamentaire n'est que l'administrateur des
biens de la succession, et n'a pas qualité pour lier contestation sur la
légalité du testament, laquelle ne peut être débattue qu'avec les héritiers
ou légataires du testateur.
I have therefore reached the conclusion that the will and
power of attorney are null for lack of mental capacity, and furthermore, that
the judgment avoiding the will not having been appealed by the interested
parties, constitutes res judicata, and cannot be challenged now.
Article 919 C.C. and the authorities cited above, not only
establish the absence of interest of the executors to appeal before the Court
of Queen's Bench, but also show that the action could not have been directed
against them es-qualité, as claimed by the respondents and
cross-appellants. The executors had to be sued personally as they have been,
although I agree with the Courts below that fraud has not been conclusively
shown.
[Page 731]
I do not believe that it is necessary to determine if undue
influence has been exercised to overbear the will of the testator. Having
reached the conclusion that Holland was mentally incapable, this aspect of the
case need not be discussed.
Jenkins and Bradley purported to act as executors of a will
which is null and void, and Jenkins furthermore acted under a power of attorney
which I find invalid. It necessarily follows that Jenkins and Bradley, having
assumed the role of executors, and having administered the estate de facto, must account to the heirs-at-law, as well as
Jenkins who acted under the power of attorney. The administration of property
on behalf of another party, whether as trustee, mandatory, tutor, curator,
testamentary executor, or negotiorum gestor, involves the obligation to account.
This obligation also rests upon a person whose authority to
act, derives from an instrument which is found to be void for lack of mental
capacity. The obvious conclusion is that Jenkins and Bradley must account to
the heirs-at-law for the administration of the estate under the will, and the
former must also account for his administration under the power of attorney.
The heirs have the absolute right to know what has become of the assets of the
estate, and under the Code of Civil Procedure (art. 566), a time limit
must be determined. I believe that a delay of four months from the date of the
pronouncement of this judgment would be fair and reasonable. If the respondents
fail to do so, then the appellant must avail herself of the dispositions of
art. 578 of the Code of Civil Procedure.
It has been argued on behalf of the respondents, and the
cross-appellants, that this action cannot succeed, because it has not been
shown that all the heirs-at-law were mis-en-cause. I entirely disagree
with this proposition. When the estate is finally settled, all the heirs will
of course have to be legally called, and if any have not been mis-en-cause in
the present instance, a suggestion which I doubt very much, their rights may
always be safeguarded. Moreover, as it has been said in Russell v. Lefrançois, supra, this technical question may not be raised
here now, the respondents having failed to do so in the courts below.
[Page 732]
In this latter case, Taschereau J., as he then was, said at
p. 362:
Les parties souffriraient une criante
injustice si nous refusions maintenant d'adjuger sur le litige pour un tel
motif. Dans la cause de Richer v. Voyer (5 Rev. Lég.
600), le Conseil Privé disait sur une objection semblable
prise devant lui:
Their Lordships would be most reluctant to dismiss this suit
for want of parties at this final stage, unless it was clearly demonstrated
that they ought to do so.
Ici, il n'est pas absolument nécessaire que
toutes les parties intéressées à cette succession soient présentes pour que
nous décidions de la contestation que le demandeur, l'intervenante et la
défenderesse Morin, ont bien
voulu lier ensemble en l'absence des autres. Notre jugement ne pourra, il est
vrai, affecter en loi ceux qui ne sont pas en cause; mais il est à espérer,
cependant, qu'il mettra virtuellement fin à toute contestation sur ce
testament.
And further at p. 363:
Ceci est encore une objection que cette cour
ne peut que voir que d'un mauvais œil à cet étage de la cause. Il serait bien
malheureux qu'après une contestation si longue et si coûteuse, le litige entre
les parties fût tout à recommencer par suite d'une objection de cette nature
prise au dernier moment.
I would therefore direct that the will be held invalid for
mental incapacity, and on this point I agree that there is res judicata, and
I would also declare the power of attorney void, as not having been executed by
a person of sound intellect. I would order W. H. Bradley, as well as the
Jenkins estate, representing the late Charles Ruiter Jenkins,
to render an account within four months of the pronouncement of this judgment,
of their administration of the estate of the late John C. Holland, and I would
also order the Jenkins estate to account within the same period of time for the
administration by Charles R. Jenkins under the power of attorney, signed by the
late John C Holland.
The plaintiff's appeals are allowed.
The judgment of the trial judge is modified as to the
defendant Charles Ruiter Jenkins, former executor of the
will of John C. Holland, now represented by his estate, who will have to
account within four months from the date of the pronouncement of this judgment
to the estate of the late John C. Holland. The action against Wesley H.
Bradley, co-executor of the estate, is maintained, and it is ordered that he
also account within the same period of time to the Holland estate. The power of
attorney signed by John C. Holland on January 30, 1948, in favour of
[Page 733]
Charles R. Jenkins is declared null and void, as not having
been executed by a person of sound intellect. The estate of Charles Ruiter Jenkins will also have to account to the Holland estate
for his administration under the said power of attorney within the same period
of time. The cross-appeal lodged before this Court by the Canadian Red Cross
Society and the Salvation Army is dismissed.
The defendants, viz : the estate of the late Charles Ruiter Jenkins, and Wesley H. Bradley, will pay the costs in the
Superior Court, but there will be no order as to the costs against the mis-en-cause
the Canadian Red Cross Society and the Salvation Army.
In the Court of Queen's Bench, the respondents, viz: the
estate of the late Charles Ruiter Jenkins and Wesley H.
Bradley, will pay the costs, but the costs of the cross-appeal by Charles Ruiter Jenkins will be borne only by his estate. There will be
no costs against the mis-en-cause, the two charitable institutions, who did not
appeal.
Before this Court, the plaintiff-appellant Linnie Holland
McEwen will be entitled to her costs in both appeals, and to her costs on the
cross-appeal by the Canadian Red Cross Society and the Salvation Army, which is
dismissed.
Appeals allowed and cross-appeal dismissed with
costs.
Attorneys for the plaintiff, appellant: Hackett
& Mulvena, Montreal.
Attorneys for the defendants, respondents:
Rousseau, Howard & Bradley, Sherbrooke.