From: Volokh, Eugene <VOLOKH@law.ucla.edu>
To: obligations@uwo.ca
Date: 07/08/2014 02:56:15 UTC
Subject: RE: ODG: Unconditional Bequest Struck on the Basis of Public Policy

               For an interesting similar 2009 decision from the Illinois Supreme Court, see http://scholar.google.com/scholar_case?case=12126054667109677240.  There’s even an old joke (a sad one) to go with it (“Running Deer? Call me Sitting Shiva”), see http://books.google.com/books?id=KSJ4qVhiiYUC&pg=PA85&lpg=PA85&dq=%22sitting+shiva%22+%22indian+name%22&source=web&ots=Y9PTsaTho7&sig=tg5ZXb833eYJ0dMi_7dbg1MWLuo&hl=en&sa=X&oi=book_result&resnum=9&ct=result#v=onepage&q=%22sitting%20shiva%22%20%22indian%20name%22&f=false and https://en.wikipedia.org/wiki/Shiva_(Judaism) .

 

               Eugene

 

From: Neil Foster [mailto:neil.foster@newcastle.edu.au]
Sent: Wednesday, August 06, 2014 6:39 PM
To: Harrington Matthew P.; Adam Parachin; obligations@uwo.ca
Subject: Re: ODG: Unconditional Bequest Struck on the Basis of Public Policy

 

Dear Colleagues;

Thanks for this interesting discussion. While not precisely on point, those interested in these sort of issues might find the recent decision of a single judge in the NSW Supreme Court in Carolyn Margaret Hickin v Robyn Patricia Carroll & Ors (No 2) [2014] NSWSC 1059 (6 August 2014) worth reading. (See http://www.caselaw.nsw.gov.au/action/PJUDG?jgmtid=173233 .) The judge upholds as valid a clause in a testator’s will invalidating gifts to some of his children should they not convert from being Jehovah’s Witnesses to the Roman Catholic faith within 3 months of his death. As the judge points out, there is High Court of Australia authority that religiously discriminatory clauses in will can be valid, and there is no general prohibition on religious discrimination under NSW State law.

Regards

Neil

 

NEIL FOSTER
Associate Professor

Newcastle Law School
Faculty of Business and Law

MC177 McMullin Building

T: +61 2 49217430
E: neil.foster@newcastle.edu.au

 



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From: "Harrington Matthew P." <matthew.p.harrington@umontreal.ca>
Date: Wednesday, 6 August 2014 5:36 am
To: Adam Parachin <aparachi@uwo.ca>, "obligations@uwo.ca" <obligations@uwo.ca>
Subject: Re: ODG: Unconditional Bequest Struck on the Basis of Public Policy

 

Hey Adam:

 

I am somewhat in agreement on the point that there is a rationale for Fox beyond the public policy concern.  I do think the judges as a whole are not entirely in agreement on what that rationale is, however.  Students and commentators spend a lot of time on Galligan’s opinion, but a close look seems to indicate that there is a great deal of disagreement on the rationale.  At least one, and perhaps both, justices are uncomfortable with Galligan’s  approach.

 

I also agree that public policy was not necessary in Fox.  That has long been my objection to it.

 

I, too, have puzzled about why counsel were unprepared to argue the question of whether public policy prevents discrimination in “private, family trusts.”  Perhaps I’m giving them all too much credit, but I half wonder that it’s because they might have been surprised by the question.  Having been told in Leonard that the decision does not apply to private trusts, they perhaps thought that question was settled, or at least not up for discussion in the context of the facts in Fox.  Perhaps like you and I, counsel in Fox were well aware that courts have long countenanced religious discrimination in trusts even in Ontario and so were not prepared with any comprehensive argument.  The fact that no one was prepared to argue the question should have been a sign to the court that it’s off-hand treatment of the issue was ill-advised.  That, for me, raises deep concerns about the motives and wisdom of just charging ahead.  It’s why I say that the public policy portion of Galligan’s opinion is just sloppy.

 

I am also hostile to Murley’s Estate.  That really does seem to be an ill-bred opinion.

 

The combination of Galligan J. in Fox and the single sentence in Murley provide ammunition to those, like me --- and I agree I  may be a small and eccentric minority --- who are hostile to the sweeping use of public policy  to justify what appear to be personal preferences of the judges involved.

 

I do agree with your view on McCorkill, however.  It really does raise some interesting points.

 

Best

Matt

 

 

 

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Matthew P. Harrington

Professeur titulaire

 

Faculté de droit

Université de Montréal

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Montréal, Québec H3T 1J7

514.343.6105

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