Harvey Felicia PTT assignment

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Begg vs. Begg Felicia Harvey Wills and Estate Planning Shannon Dhaliwal 2023-10-4
Facts of the case: In this case the deceased Monica Elizabeth Begg is represented by her guardian’s ad litem Paula Jean Charlotte Begg, Virginia Anne Stephen, and Katherine Marie Christine Taberner. Those also involved in this case are Stephen Robert Begg, Phillip Stanley Gerald Begg, Patricia Elizabeth Begg, Jacqueline Mary Winnifred Buchanan, Geraldine Frances Herron, Ian Christopher Begg, and Margaret Mary Lacroix. In this case the court is hearing two applications. The first being Stephen Robert Begg’s, the defendant, filed on November 2 nd , 2012. The second being Monica Elizabeth Begg, the plaintiff, filed a cross application on November 22 nd , 2012. Monica Begg died after signing a representation agreement on June 23 rd , 2011, this gave Paula, Virginia, and Katherine power of attorney. The defendant wants the representation agreement to be null and void. The defendant also claims that the plaintiff revoked the representation agreement and power of attorney which would have already rendered the agreement null and void. He claims that this was done around December 1 st , 2011. The plaintiffs want the courts to rule that Monica Elizabeth Begg lacked the mental capacity to make her own decisions on December 1 st , 2011, and that the representation agreement and Power of Attorney have been valid since the date of execution. They also ask the court to rule that Monica’s revocation of the agreement and power of attorney on December 22 nd , 2011, be null and void due to the lack of legal capacity. Issue: The issues regarding this case include: 1. Was there a defect in the execution of the representation agreement which makes it invalid? 2. 3. If Monica Begg had the capacity required by law to revoke the representation agreement as of December 22, 2011, did she effectively revoke the representation agreement? 4. Should the interlocutory injunction be set aside to the extent that it applies to the defendant Stephen Begg? The judge stated that regarding the first two issues the judge ruled “any defects or irregularities in the procedure used to bring these two applications on for hearing as applications pursuant to Civil Rule 9-7, will be deemed to be waived.” [ CITATION Beg12 \l 4105 ] For the last issue regarding the case the judge stated, “The third issue requires only an interlocutory (not a final) decision and is properly before the court.” [ CITATION Beg12 \l 4105 ] Law Cited in this case: Based on section 2 of the Representation Agreement Act defines the purpose of the Act in a way which focuses on an adult’s capacity to make decisions independently “about their health
care or personal care, the routine management of their financial affairs or other matters.” [ CITATION Beg12 \l 4105 ] It was in the judge’s opinion that the definition of the purpose that a representative named in an agreement may only make decisions for the adult about any of the specified matters if the adult becomes “incapable of making decisions independently” about one (or more) of those matters, as described in s. 3(1). The judge also found that the opinions stated by Dr. Myronuk are undisputed, this report is dated for May 22 nd , 2012 and they satisfy the legal requirements for the exercise of authority by the three representatives under the representation agreement. It was also determined that Dr. Colin Forrester has given an opinion which favours the plaintiff’s case, as to the time of the onset of the plaintiff’s mental incapacity. If Dr. Forrester’s opinions are accepted, it would support the conclusion that the presumption of capacity in s. 3(1) of the Act was rebutted as of November 10, 2011. But there are reasons which, in my view, militate against such acceptance. [ CITATION Beg12 \l 4105 ] Application / Ratio to the case: The court ruled that the execution requirement may have been met if Paula, Katherine or Virginia had signed the agreement, but the omission constitutes a flaw in the agreement. The court methodically decided that the flaw was not enough to render the entire agreement null and void. Based on section 32(4) of the Representation Agreement Act the agreement would not be found null and void and that the lack of objections to the agreement it was properly created and executed.
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Bibliography Begg v. Begg, S65035 (Nanaimo, British Columbia December 3rd & 4th, 2012).