Saturday, June 30, 2012

Meaning of "per stirpes" in context of named beneficiary

Dice v. Dice Estate, 2012 ONCA 468 deals with the meaning of "per stirpes" where a beneficiary is named and a gift is made to them "per stirpes".

In Lau v. Mak Estate (2004), 10 E.T.R. (3d) 152 (Ont. S.C.), which involved a will with a similarly worded clause, Cullity J. determined that no meaning should be given to the phrase "per stirpes". Cullity J. reached this conclusion because, construed in accordance with its ordinary meaning, a gift to named children is a gift to a class of a single generation – whereas the phrase "per stirpes" implies at least the possibility of an intergenerational gift. Accordingly, Cullity J. concluded that, when used in conjunction with a gift to named children, the phrase "per stirpes" creates a contradiction in terms.

Certainly, "per stirpes" is properly used when referring to a class as opposed to a named beneficiary. In that context the estate of a decedent is distributed "per stirpes", if each branch of the family is to receive an equal share of an estate. When the heir in the first generation of a branch predeceased the decedent, the share that would have been given to the heir would be distributed among the heir's issue in equal shares.

The Court of Appeal held, in this case, that the Lau approach of ignoring the term "per stirpes" as having no meaning was inappropriate. The Court holds:

[87]      The question thus remains: What did the testator, intend by the words "per stirpes"?

[88]      Absent any other indicators of intent, it seems to me that, at a minimum, these words reflect an intention that the gift neither passes to Eddie's estate nor to Marlene. Even if used improperly, it seems to me that, having regard to the traditional meaning of the phrase "per stirpes" when used in conjunction with the term "issue", the most logical meaning is that the use of the phrase conveys an intention, to benefit, at least, the testator's children's children.

[89]      Viewed in this way, I do not agree that a gift to named children, per stirpes, necessarily creates a contradiction in terms.  Rather, in the context of Mr. Dice's will, which provides no other indication of the testator's intention, both aspects of this disposition can be viewed as an elaboration of his intention. That is, the disposition reflects both an intention to benefit each of the testator's children, as well as intention to benefit, at least, each child's children in the event that either or both of the named children fail to survive the life tenant.
...

[92]      Despite my conclusion, I agree with Cullity J. that terms such as "per stirpes", if used at all, are best used in their traditional sense – otherwise, the testator runs the risk of having his or her words ignored.

32 comments:

  1. Ahaa, its pleasant discussion regarding this post at
    this place at this website, I have read all that, so now me also commenting here.
    Look into my web page ; Where Can I Buy Viagra Online

    ReplyDelete
  2. Hi, just wanted to mention, I liked this post. It was funny.
    Keep on posting!

    Feel free to visit my weblog :: diet plans that work

    ReplyDelete
  3. Hi there! I could have sworn I've been to this site before but after checking through some of the post I realized it's new to me.
    Anyhow, I'm definitely delighted I found it and I'll be bookmarking
    and checking back often!

    Here is my site :: Online Graduate Certificates

    ReplyDelete
  4. Your own post features сonfirmeԁ bеneficial to uѕ.
    It’s extremely useful аnd уou reаllу are obviously extгemelу experiencеd of this typе.
    Yοu get opened my eyes foг yοu to varying
    thοughts about this speсific subϳect matteг along ωith intriguing, nοtable and
    soliԁ wrіtten content.
    My homepage :: Xanax

    ReplyDelete
  5. Excellent article! We are linking to this great
    article on our site. Keep up the good writing.


    Here is my webpage ... http://socialunirome.altervista.org

    ReplyDelete
  6. Whats up are using Wordpress for your site platform? I'm new to the blog world but I'm trying to get started and set up
    my own. Do you require any html coding knowledge to make your own blog?

    Any help would be greatly appreciated!

    Also visit my web blog :: Car Insurance 2013

    ReplyDelete
  7. Hello! This is kind of off topic but I need some advice from
    an established blog. Is it tough to set up your own blog?
    I'm not very techincal but I can figure things out pretty fast. I'm thinking about creating
    my own but I'm not sure where to begin. Do you have any tips or suggestions? Thank you

    Feel free to visit my page :: centr.md

    ReplyDelete
  8. Hi there everyone, it's my first pay a quick visit at this site, and piece of writing is actually fruitful in support of me, keep up posting these types of articles or reviews.

    My blog post :: dominos Discount voucher code

    ReplyDelete
  9. It's remarkable to pay a visit this web page and reading the views of all colleagues regarding this paragraph, while I am also keen of getting know-how.

    my web-site dominos Pizza Vouchers

    ReplyDelete
  10. This website was... how do I say it? Relevant!! Finally
    I've found something that helped me. Appreciate it!

    My web page :: Cheap Fashion Jewellery

    ReplyDelete
  11. First of all I would like to say fantastic blog!

    I had a quick question which I'd like to ask if you do not mind. I was interested to find out how you center yourself and clear your thoughts prior to writing. I've had a hard time clearing my thoughts
    in getting my ideas out. I truly do enjoy writing but it just seems like the first 10 to 15 minutes tend to
    be wasted just trying to figure out how to begin.
    Any ideas or tips? Appreciate it!

    Also visit my web site ... entry level accountant Salary

    ReplyDelete
  12. If you are going for most excellent contents like me, only
    pay a quick visit this site daily since it provides feature contents,
    thanks

    my web blog - funky jewellery Uk

    ReplyDelete
  13. Highly energetic article, I enjoyed that a lot.
    Will there be a part 2?

    Have a look at my page; http://nigerianlegal.com/node/4295

    ReplyDelete
  14. Wow, amazing blog layout! How long have you been blogging
    for? you made blogging look easy. The overall look of your website is excellent, as
    well as the content!

    Here is my web page ... Kitsch jewellery

    ReplyDelete
  15. Way cool! Some very valid points! I appreciate you penning this article plus the rest of the
    website is extremely good.

    Check out my web site :: fashion Jewellery uk

    ReplyDelete
  16. Wondеrful blog! Do yοu havе аnу
    hіnts fοr aspiring wгiters? Ӏ'm planning to start my own blog soon but I'm a little lost
    on еverything. Would you recommend staгting ωith a frеe
    platfоrm likе Woгdpress or gο for a ρаіd оption?
    Τhere are ѕo many choicеs out therе that I'm completely overwhelmed .. Any recommendations? Bless you!

    Feel free to visit my weblog ... hcg phase 2

    ReplyDelete
  17. I am sure this post has touched all the internet users, its really really pleasant piece of writing on building up new weblog.


    Here is my page ... cheap fashion Jewellery

    ReplyDelete
  18. Nice post. I was checking continuously this blog and I'm impressed! Extremely helpful info specially the last part :) I care for such info a lot. I was looking for this particular information for a long time. Thank you and good luck.

    Also visit my blog; Voucher codes Uk

    ReplyDelete
  19. Hi! This is my 1st comment here so I just wanted to give a quick shout out and say I truly enjoy reading through
    your posts. Can you suggest any other blogs/websites/forums that deal with the same subjects?
    Thanks a ton!

    Feel free to visit my blog post: Dominos Promo Codes

    ReplyDelete
  20. I am regular reader, how are you everybody? This paragraph posted at this
    website is really nice.

    Feel free to visit my website :: burger king vouchers

    ReplyDelete
  21. Unquestionably believe that which you stated. Your favorite reason
    seemed to be on the net the simplest thing to be aware of.
    I say to you, I certainly get irked while
    people consider worries that they plainly do not know about.
    You managed to hit the nail upon the top as well as defined out the whole thing without having side-effects , people can take a signal.

    Will probably be back to get more. Thanks

    Here is my webpage: Best selling Android tablet

    ReplyDelete
  22. Aw, this was a very good post. Taking a few minutes and actual effort to
    produce a great article… but what can I
    say… I put things off a lot and don't seem to get nearly anything done.

    Also visit my blog; Cost accountant salary

    ReplyDelete
  23. I really love your site.. Great colors & theme. Did you create this site yourself?

    Please reply back as I'm planning to create my own personal blog and want to know where you got this from or exactly what the theme is named. Thank you!

    Look into my site: Care Home Finance

    ReplyDelete
  24. Fine way of telling, and good post to get facts regarding my presentation topic, which i am going
    to deliver in college.

    My site: android Tablet reviews

    ReplyDelete
  25. What a stuff of un-ambiguity and preserveness of valuable familiarity
    regarding unexpected emotions.

    Visit my web blog ... Domino Vouchers Codes

    ReplyDelete
  26. I write a leave a response when I appreciate a article on a site or I have something to add to the conversation.
    It is caused by the passion displayed in the post I looked at.
    And on this article "Meaning of "per stirpes" in context of named beneficiary".
    I was moved enough to post a comment :-) I actually do have a couple of questions for you if you don't mind. Could it be only me or does it give the impression like a few of these responses come across as if they are left by brain dead people? :-P And, if you are writing at other online social sites, I would like to follow anything new you have to post. Could you make a list every one of your public pages like your linkedin profile, Facebook page or twitter feed?

    My blog post Dominos voucher codes 2010

    ReplyDelete
  27. Amazing issues here. I am very happy to peer your article.
    Thank you a lot and I am having a look ahead to contact you.
    Will you please drop me a e-mail?

    Feel free to visit my site: care Home excellence

    ReplyDelete
  28. Outstanding post however , I was wondering if you could write a litte more on this subject?
    I'd be very grateful if you could elaborate a little bit more. Appreciate it!

    my web site; Extreme temperature products

    ReplyDelete
  29. Woah! I'm really loving the template/theme of this blog. It's simple, yet effective.
    A lot of times it's hard to get that "perfect balance" between superb usability and visual appeal. I must say you have done a superb job with this. In addition, the blog loads super quick for me on Safari. Superb Blog!

    Feel free to visit my weblog :: oxford individual Tuition

    ReplyDelete
  30. click this link here now click now try this web-site Resources useful link hop over to this site

    ReplyDelete