Written by: Madison Neville
In a decision rendered nearly 30 years after the death of a woman in 1995, the Court of King’s Bench of Alberta has ordered the sale of her remaining estate lands, bringing closure to the 42 beneficiaries involved.
Following the expropriation of most of the woman’s property in 2015, only two lots of land, totaling approximately 13 acres, remained. The primary complication in this case stemmed from the fact that all eight of the deceased’s children who were named in the will, had also passed away. This left a total of 42 beneficiaries, consisting of spouses, adult interdependent partners, and descendants of the children, each with competing claims over the lots.
The executor of the estate, appointed under the deceased’s will, aimed to sell these lots and, as per a 2023 court order, distribute the proceeds among the beneficiaries. However, several beneficiaries opposed the executor's request, with some seeking to inherit physical portions of the land instead.
One particular heir stirred controversy by claiming an ownership interest in one of the lots, citing a 1989 agreement between her late husband and the deceased, along with documents that showed her longstanding history of paying property taxes. While the court declined her claim to ownership, they agreed that she was entitled to compensation for improvements she made to the property over the years. Accordingly, the woman was given two options: she could either purchase the lot at a price reduced by the value of those improvements or receive $15,000 if she chose not to purchase the property.
In the end, the court discharged any and all caveats registered against the estate’s lands and ordered that both lots be sold. Following the settlement of any outstanding estate costs, the proceeds will be held in trust and distributed among the 42 beneficiaries.
Overall, this case underscores the complexities that can arise in estate administration, particularly when multiple generations of beneficiaries are involved and disputes over property ownership arise. The court’s decision serves as a reminder of the necessity for clear estate planning to avoid prolonged disputes in the future.