“MERCY” – JUST A MOVIE OR THE FUTURE OF THE COURT?

Hollywood has done it again. They’ve made a movie that makes you ask yourself, “is this just a movie, or is it a possible reality?”

In the movie “Mercy” a detective with the Los Angeles Police Department is put on trial before an AI Judge for the murder of his wife, Nicole. All the evidence points to Chris having killed his wife, so he is required to go before the AI Judge and make a case that will lower his probability of guilt to 92%. While on trial, the AI Judge gives Chris access to all available resources and information he may need to use as evidence to prove his innocence. He may ask the AI Judge for documents, police records/evidence, access to live and recorded camera/video footage, make phone calls to the police department, or anyone relevant to proving his innocence, and much more. He is given 90 minutes before the AI Judge to prove his innocence. Failure to do so will result in immediate execution.

The AI Judge in the movie is designed to be an objective, data-driven system free from human emotion and prejudice, operating within a program to ensure a 100% accuracy rate for conviction. However, the film also highlights how, (spoiler alert!), the system can make incorrect, life-or-death decisions.

There is no secret that technology is advancing and that AI is everywhere. With the progression of AI, the thought in my mind has always been whether my professional life/career would be impacted and, if so, how and how much. I always thought my career wouldn’t be impacted very much given the nature of my work. However, this movie opened my eyes to the likelihood that anything could be possible.

At the end of the day, this is a movie. But, what if one day it becomes reality?

Movie trailer: Mercy Official Trailer

 

Samantha Valvona

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.

A WILLS AND ESTATES LESSON FROM DOWNTON ABBEY

I’ve recently become a big fan of the British drama Downton Abbey which ran for six series (or ‘seasons’ for us North American folk) from 2010 to 2015, plus five Christmas specials and three feature films. The show centres around an aristocratic English family in the early 20th century who live in the fictional Yorkshire estate of Downton.

The premise of the first series is that Robert Crawley (the Earl of Grantham and the holder of the entail – or life tenancy – that consists of the Downton estate) and his wife have three daughters but no sons. The problem with the entail is that only male heirs could inherit. Thus, Robert’s eldest daughter Mary could never inherit the Downton estate. [Warning: series 3 and 4 spoilers ahead!]

Through a series of events, it was discovered that Robert’s distant cousin Matthew Crawley was the heir presumptive to the entail. Matthew would inherit the entail after Robert’s death and become the next Earl of Grantham. As TV dramas go, Mary and Matthew end up falling in love and marrying. Then, Robert falls into financial trouble and Matthew bails him out by purchasing half of Robert’s life interest in Downton. This gave Matthew control over Downton during Robert’s lifetime. When Robert died, Matthew would become the Earl of Grantham and inherit the whole entail.

Sadly, Matthew dies prematurely in a tragic car accident, with his widow Mary and newborn son George as his survivors. We learn that Matthew died without a will. (Side note, Matthew was a solicitor and didn’t make a will. Tsk.) Since he died intestate, his infant son inherited Matthew’s estate, which included the one-half ownership in Robert’s life interest of Downton.

Robert unilaterally decided that he should be the guardian of George’s share in Downton until he turned 18, probably so that he could take back full control of Downton. Mary objects to that plan and puts herself forward to be the guardian. Family tension! Drama!

It is later discovered that Matthew wrote a letter to Mary and put it in a book in his office just days before he died, which purported to leave his entire estate to her:

My darling Mary,

We are off to Duneagle in the morning and I have suddenly realised that I’ve never made a will or anything like one, which seems pretty feeble for a lawyer and you being pregnant makes it even more irresponsible. I’ll do it properly when I get back and tear this up before you ever see it, but I’ll feel easier that I’ve recorded on paper that I wish you to be my sole heiress. I cannot know if our baby is a boy or a girl but I do know it will be a baby. If anything happens to me before I’ve drawn up a will and so you must take charge. And now I shall sign this and get off home for dinner with you. What a lovely, lovely thought.

Matthew

[Author’s note: WHY would Matthew leave the letter in a book? WHY didn’t he give it to her or put it somewhere more conspicuous? This is pretty bad estate planning for a solicitor.]

The letter was witnessed by two of Matthew’s clients.

Gasp! Is this Matthew’s Last Will and Testament?

Robert’s lawyer investigates, and concludes that Matthew’s letter demonstrates testamentary intention and therefore is upheld as his Last Will and Testament. So, Mary owns half of the Downton estate while Robert’s alive! All’s well that ends well.

Now that I’ve given you a comprehensive play by play of the juicy drama, let’s apply it to modern-day Ontario law.

Intestate Succession

If Mary and Matthew were a married couple with a child in Ontario, would their child inherit the entirety of Matthew’s estate if he died without a will?

Short answer: No. Intestate succession is governed by the Succession Law Reform Act. It provides that where the testator was survived by a spouse and one child, the spouse is entitled to the preferential share of the estate, which is currently prescribed by legislation as $300,000. After payment of the preferential share, the residue of the estate is split into two parts, one for each of the spouse and the child.

For illustrative purposes, let’s say Matthew’s estate was worth $500,000. Mary would get the first $300,000, and the remaining $200,000 would be split equally between Mary and George. Mary would end up with $400,000, and George would get $100,000.

Guardianship of Property of Minors

If George were a baby in Ontario and suddenly inherited money from his deceased father’s estate, could his grandfather Robert or mother Mary simply assume the role as the guardian of George’s property?

Short answer: No. Neither Mary nor Robert can simply assume the role as guardian of George’s property. Assuming that Matthew died intestate, George’s inheritance would have to be paid to the Accountant of the Superior Court of Justice to be held in trust and managed on his behalf until he turned 18 years old. The alternative is for Robert or Mary to apply for guardianship of George’s property under the Children’s Law Reform Act. If guardianship were granted, they would be responsible for managing George’s property pursuant to a court-approved management plan until he turns 18 years old.

Formalities of a Will

Is Matthew’s letter a valid will under Ontario laws?

Short answer: Likely yes. The Succession Law Reform Act requires that wills be in writing, signed by the testator at its end, and witnessed by two witnesses. Testators can also make a holograph will by writing the whole will in his own handwriting and signature, without the requirement of witnessing signatures.

Assuming that there was no dispute that Matthew handwrote the letter and signed it at the end, and since he stated his testamentary intention to dispose of his property by bequeathing his estate to Mary, the letter would likely be upheld as a valid holograph will. The two witness signatures are nice to have but not required, since the letter was written wholly in Matthew’s handwriting.

 

I have yet to finish the entire show so please no spoilers for series 5, 6, or the films!

 

Zara Wong

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.

PROACTIVE WAYS TO ASSIST YOUR FAMILY WITH ESTATE MATTERS

Dealing with estates involves more than Wills, probate and distribution. It also includes the emotional challenges families face in coping with loss, especially in sudden deaths.

No one is fully prepared for loss, even if the deceased was ill for an extended time. However, the deceased preparing and providing instructions can certainly assist the family.

 

Here are some suggestions to help your family navigate estate matters.

Wills

Inform your family that you have made a Will if you have one. Sometimes families are unaware of the existence of a Will and this can lead to time-consuming searches. There are instances where family members discover the Will a year or two later.

You should also consider discussing the Will’s contents with your family to avoid potential disputes or objections during probate. Quite often, equalization arises when spouses feel they are entitled to more than their allocated percentage, while some children may believe they had contributed more to their parent’s well-being and should therefore receive a larger share.

If you do not have a Will, you should strongly consider making one.

Assets

Make a list of your assets and store it in a safe location for easy retrieval. The list of your assets should include, but are not limited to, bank accounts, shares and investments, personal effects, and real property.

Estate trustees and family members often encounter difficulties in locating assets. Contacting financial institutions and enquiring about potential assets and investments left by the deceased can be costly and again time-consuming.

Health

While some individuals may prefer to keep their health concerns private from their families, it is advisable to disclose them. This ensures that in the event of an emergency or sudden passing, their loved ones are not taken by surprise.

If you are hesitant to share this information with your family, at least confide in a trusted family friend and seek their support for the family when needed.

It is also wise to discuss your future healthcare needs and wishes, particularly when you may lose the ability to make decisions for yourself. If you do not have one, you should strongly consider establishing a power of attorney for personal care.

Funeral Arrangements and Burial

Have a family discussion regarding burial preferences. Families often experience emotional distress and confusion during the period immediately after a death and disagreements on this issue can lead to family discord. Leaving clear instructions will prevent this problem.

Legal Representation

It is advisable to retain a lawyer to advise you on Wills, probate and estate-related legal issues.

Casey and Moss is committed to providing quality service with respect to estate matters.

 

Roslyn Blackette

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.

WE HAVE SOME EXCITING NEWS: ZARA WONG IS NOW A PARTNER!

Zara is an exceptionally skilled estates litigator. She’s tenacious and never shies away from a challenge. Her talents have been recognized by Best Lawyers of Canada – Ones to Watch, and Post City Lawyers as one of the best estates lawyers in Toronto.

Zara has been a key member of the Casey & Moss team since she joined us as a law student nearly a decade ago. We are thrilled Zara is advancing her career with us as an equity partner, and look forward to her continued success!

 

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.

TAKING THE MYSTERY OUT OF CONVERTING OLD COURT FILE NUMBERS

Each time a new matter is commenced with the Superior Court of Justice (“SCJ”), you are provided with a unique court file number. There are two main formats in which the SCJ has issued court file numbers (“CFN”), which in this blog I will refer to as the “old” and “new” formats.

The old CFN format is as follows: _ _ – _ _ _ / _ _. The first five digits represent the court’s internal case or file number. The last two digits represent the year in which the CFN was issued. For example, if your CFN was issued in 2025, it would read _ _ – _ _ _ / 25.

The new CFN format is as follows: CV -_ _ – _ _ _ _ _ _ _ _ – 00ES (or 0000). The first two digits represent the year in which the CFN was issued. For example, if your CFN was issued in 2025, it would read CV-25-_ _ _ _ _ _ _ _ -00ES (or 0000). The next eight digits represent the court’s internal case or file number. The final four digits are an extension and will always either be 00ES or 0000. The first, 00ES, is used only by the Toronto Estates Court, which is a division of Toronto Superior Court of Justice. The second, 0000, is more commonly used by other regions of the Superior Court of Justice.

 

Oftentimes when you have an older file that is still active, you need to convert the old CFN format to the new one. For instance, when filing materials online, the JSO portal will not accept the old CFN formatting. In this case, you need to do the following:

Old CFN: 01-123-25

New CFN: CV-25-00001123-00ES (or 0000)

  1. Begin with the prefix ‘CV-‘.
  2. Take the last two digits of the old CFN and insert it after the ‘CV-‘ in the new CFN. The first two digits will be ‘25’, as this is the year the CFN was issued.
  3. Take the next five digits of the old CFN and add three zeros in front it. Then, insert these eight digits (i.e., ‘00001123’) into the new CFN after ‘-25-‘.
  4. If the matter is with the Toronto Estates court, the last four digits of the new CFN will be ‘00ES’, otherwise for civil matters, the last four digits will be ‘0000’.

 

I hope this proves helpful and takes some of the mystery out of converting old court file numbers!

 

Hannah Henley

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.