Proof of Capacity

The Supreme Court of Canada in LEGER v. POIRIER, [1944] S.C.R. 152 dealt with the issue of capacity and the onus of proof.

The Court held “…. that a document propounded for probate as a deceased’s last will should be declared not to be her last will, because it did not satisfac­torily appear that it was executed by a competent textatrix.

According toRand JJ.:

  • Facts in evidence cast on the whole case such a doubt of the competency of the testatrix as required the Court to say that the onus of showing the document to be the will of a “free and capable” person had not been met.
  • There may be testamentary incapacity accompanied by a deceptive ability to answer questions of ordinary and usual matters: that is, the mind may be incapable of carrying apprehension beyond a limited range of familiar and suggested topics.
  • A “disposing mind and memory” is one able to comprehend, of its own initiative and volition,
    1. the essen­tial elements of will making,
    2. property,
    3. objects,
    4. just claims to con­sideration,
    5. 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, and this was not present here.

      Comment

      The person attempting to prove a Will, has the onus of proving testamentary capacity.

      Brian Madigan LL.B., Broker

      www.OntarioRealEstateSource.com

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