PDF version: The Pleasures and Perils of Holograph Wills
Case Considered: Lubberts Estate, 2012 ABQB 506
This Court of Queen’s Bench decision interprets a provision in a holograph will. The case is an example of the not-uncommon human tendency to try to use property to control family members’ behaviour, both before death by way of gift and after death by way of inheritance. Like many such efforts, this deceased’s handwritten codicils to her lawyer-drawn will and her subsequent holograph will did not do what she wanted them to do. Instead of the deceased determining who would inherit her property and on what conditions, her family members inherited under generic, unconditional intestate laws. It is ironic; the more control the deceased tried to exert over what happened to her property on her death, the less say she had in the disposition of her property in the end.