Guardianship in BC: Committeeship (15:VII)

In BC, adult guardianship (called Committeeship) is currently governed by two acts: the Patient’s Property Act, RSBC 1996 c 349 [PPA] and the Adult Guardianship Act, RSBC 1996 c 6 [AGA]. The PPA allows a judge to declare a person incapable of managing themselves or their affairs and appointing a Committee (pronounced caw-mi-TAY, with emphasis on the end of the word). Section 2.1 of the AGA contains a statutory process by which a person can be declared incapable of managing their financial affairs and the Public Guardian and Trustee becomes their Statutory Property Guardian. All Committees, whether an individual or the Public Guardian and Trustee, are legally authorized to make decisions for the patient, who is incapable of making their decisions for him or herself.

A person may be incapable from birth, or may become incapable at some point later in life. An individual may be rendered incapable due to an accident, illness, or a disability. Being a Committee is the highest form of fiduciary obligation that one person can hold to another.

It is important to keep in mind that the two different processes for creating a Committeeship are quite different from each other and are governed by different pieces of legislation. Students should identify which type of Committeeship is present or being sought. In the rest of this section a Committeeship created under the PPA is referred to as a court order Committeeship while one created under the AGA is referred to as a statutory process Committeeship. These are not technical or legal phrases but used solely for clarity. Details for the two types are produced below.

IMPORTANT TIP FOR STUDENTS: A client seeking advice or legal information on Commiteeships may be a concerned family member or friend wanting information about the process from the standpoint of acting as Committee to a loved one who has lost capacity. Alternatively, the client may be the individual adult for whom a Committee has been appointed. In either instance, the guardianship process can be emotional, and is often connected to complex family dynamics and longstanding conflicts.

An individual subject to Committeeship, or the threat of Committeeship, may present as extremely upset, angry or confused, especially if there were no court proceedings in which they were involved. In order to assist this client in the best possible way, it is important that the student is aware of the gravity of the situation for the client, and that the student appreciates why the client may be feeling this way. Factors to keep in mind include:

The effect of a Committeeship is that the adult loses his or her decision-making rights and is considered a non-person under the law;
The adult will likely have a Committee for the rest of his or her life;
Committeeship is difficult and costly to reverse;
The Committee, subject to some limitations, has the power to do almost anything the adult could do for themselves, if he or she were mentally capable. This authority is wide ranging and may include consenting to healthcare, determining where the adult will live, what the adult can purchase, what medications he or she will take, etc. As such, the adult becomes highly dependent on the Committee and is vulnerable to abuse and neglect.
The test of mental capacity is a legal test, based on the opinion of two doctors. However, the adult may remain able to manage independent decision-making in some aspect(s) of his or her life, and the adult may, at first glance, present as capable.

NOTE: A court ordered Committeeship and its application is a Supreme Court procedure. Provincial courts do not have the jurisdiction required. Consequently, LSLAP cannot represent clients who are applying for Committeeship, nor can LSLAP complete the required forms and documents required for applications. The role of LSLAP in assisting clients with Committeeship matters is strictly informational and advisory.

Clinicians may consult CLAS and the Public Guardian and Trustee for more information on Committeeship. The Public Guardian and Trustee produces a number or helpful publications on Committeeships. The resources can be found at http://www.trustee.bc.ca/reports_publications/index.html. Clients may be advised to contact an Estate and Guardianship Litigation Lawyer, possibly through the Law Society’s Lawyer Referral Service (604-687-3221).

A. Court Ordered Committeeship

A court may appoint a committee to manage a person's affairs (the estate), their person or both.

1. Committee of the Estate

A Committee of the Estate has the authority to make financial and legal decisions on the patient’s behalf. This routinely includes: *controlling the patient’s income;

conducting banking;
paying expenses; and
budgeting for the patient’s family.

As circumstances dictate, a Committee of Estate can also include the authority to:

dispose of personal and real property through sale or gift;
enter into contracts on the behalf of the patient;
operate the patient’s business; or
bring and defend against all lawsuits in which the patient is a party.

A Committee of Estate can be appointed by the court (family, friend or Public Guardian and Trustee), or after a medical Certificate of Incapability has been issued (Public Guardian and Trustee only). See above.

2. Committee of the Person

A Committee of the Person holds the authority to make decisions regarding the patient’s health and well-being, place of residence, and admission to a health care facility. These powers can include such decisions as:

medical treatment;
medication; or
consent to treatment.

A Committee of the Person can only be appointed by the court.

A patient may have either a Committee of the Estate, a Committee of the Person, or both. Usually, but not always, a person who is incapable of managing their personal health care decisions is also incapable of handling financial and legal decisions. Therefore, a Committee of the Person is frequently coupled with a Committee of the Estate. It may be that the same individual is appointed to a Committeeship comprising both estate and person, or it may be that separate individuals are appointed to each Committeeship.

B. The Court Ordered Committeeship Process

There are two steps involved in appointing a Committee for an individual who is incapable:

an order must be made by the Supreme Court that the patient is incapable of managing his or her own affairs and/or person; and
the court appoints one or more individuals as Committee of the estate and/or the person.

1. Declaration of Patient Incapability

An individual must be declared incapable of managing his or her affairs (either financial, personal, or both) before the court can appoint a Committee.

Section 2 of the PPA provides that the Attorney General, a near relative or the subject, or any other person may file an application to the court for an order declaring incapability.
The court will then consider the affidavits of two medical practitioners who provide their opinion on the incapacity of the subject.
In addition to the medical practitioners’ affidavits, the applicant must swear an affidavit of kindred and fortune, which as the name suggests, set out particulars of the subject’s family and financial affairs.
The court then may decide whether the subject is incapable based on the affidavit material before it on the application, or it may proceed: #*a) to direct the issue to be tried, following the Supreme Court Civil Rules
- b) by order, to require the person to undergo an additional examination with either:
  - i) one or more medical practitioners other than those whose affidavits were before the court
  - ii) a board of 3 or more medical practitioners designated by the College of Physicians and Surgeons of British Columbia at the request of the court
  - This additional examination can be requested by the patient and cannot be refused by the court unless the court believes the patient is not mentally competent to form and express the request (PPA, s 5)
Notice of the application to the courts must be personally served on the subject not less than 10 days prior to the date of the application hearing. See s 2(2) of the PPA. This requirement may be waived if the court is satisfied that to serve notice of the application would injure the subject’s health, or would otherwise be inadvisable in the interests of the subject.
- In order for a waiver of notice to be granted, there must be a medical practitioner advising the court that it would harm the subject to be served with notice of the application.

In summary, the court application must include:

Petition (SCCR 2-1(2));
Affidavit of Service (unless notice requirement was waived);
Affidavit of Kindred and Fortune setting out next of kin and financial circumstances of patient (PPA Rules, Rule 2(3));
Affidavit from two physicians (PPA, s 3(1));
Notice of Application to Appoint a Committee (PPA Rules, Rule 2(2)); and
Chamber Order to Appoint a Committee.

2. Resisting a Declaration of Incapability

If the subject of the application wishes to oppose it, he or she is well advised to have a lawyer for the application hearing. The judge may direct that the incapacity issue be tried in Supreme Court (PPA).

a) Challenging Affidavits

The affidavits of the medical practitioners may be challenged. Under the PPA, s 5(2), the judge may order that the subject be examined by one or more duly qualified medical practitioners other than those whose affidavits were before the court. The judge may also order an examination by a board of three or more duly qualified medical practitioners designated by BC’s College of Physicians and Surgeons.

Section 5(3) of the PPA provides that the judge must order such an examination if the subject asks, unless the court or judge is satisfied that the person is not mentally competent to form and express the request.

b) Appeals

If the subject unsuccessfully opposes the application, he or she can appeal to the BC Court of Appeal. The PPA does not preclude the power of habeas corpus and other prerogative writs.

c) Subsequent Applications

If a person is declared incapable by the court, that person can apply to the court after one year, for a declaration that he or she is no longer incapable. However, such an application cannot be made by the person or anyone else more than once per year, except by leave of a judge. Affidavit evidence of two medical practitioners will be required to support the application (PPA, s 4). Note, however, that this applies only to court ordered Committees made under the PPA. Review of a statutory process Committee under the AGA has its own review process under that Act.

3. Appointment of a Committee

Once the subject has been declared incapable, the judge will appoint a Committee. This appointment is governed by the PPA.

a) Private Committee

A family member, friend, or any other person can apply to the court to become a Committee of the patient.

The Patient Property Act Rules, BC Reg 311/76 (PPA Rules) and the Supreme Court Civil Rules, BC Reg 168/2009 govern the application process.

Although the PPA does not say who else should be served, in practice the proposed Committee should obtain consents to his or her appointment as Committee from next-of-kin, or if they do not consent, serve the next-of-kin with the application and supporting affidavits.

If the Committee was nominated by the patient prior to incapability, then the written nomination should also be included (see Section VII.B.3.c: Nomination of Committee by Patient, below). In addition, if the applicant was appointed Attorney, Representative or executor, it would be useful to include proof of this in the application.

b) Notice to the Public Guardian and Trustee

Section 7 of the PPA provides that notice in writing of the application must be served on the Public Guardian and Trustee not less than 10 days prior to the hearing of the application and, if applicable, to a Committee already appointed. The Public Guardian and Trustee can review the application and oppose the appointment if the applicant is considered unsuitable. The Public Guardian and Trustee may also impose terms on the Committee, or make recommendations to the court that conditions be imposed on the Committee. If the Public Guardian and Trustee does not oppose the appointment, it will issue a letter to that effect. The applicant must present this letter to the judge at the time of the Committee application.

c) Nomination of Committee by Patient

Under s 9 of the PPA, an individual has the power to nominate a Committee of his or her choice. However, the person nominated cannot serve as a Committee until appointed by the court. The nomination must be in writing and signed by the person when he or she was of full age and of sound and disposing mind (i.e. before the court declares him or her incapable). A person may want to execute a nomination and have a lawyer hold it in reserve to be released if there is an application for the appointment of a Committee.

The nomination must be executed in accordance with the requirements for the making of a will under the Wills, Estates and Succession Act, SBC 2009, c 13 [WESA], which are that it must be in writing, signed by the nominator and properly witnessed (WESA, s 37).

Note that members of military forces are exempt from some of the formal requirements; see the WESA, s 38.

Other than compliance with the WESA, there are no formal requirements for the nomination of a Committee. Therefore, a brief, clear statement may be best.

E.g.: “In the event of my becoming mentally incapacitated, I hereby nominate <name of nominee> as my Committee. <Signed and Dated.> Witnessed in the presence of the signatory, who signed in our presence. <Signature of Witnesses>.”

Each witness must be present at the time the other witness ascribed his or her name on the document. For a full precedent, see Wills Precedents: An Annotated Guide, Continuing Legal Education Society of British Columbia, 2014 (Bogardus, Wetzel & Hamilton).

If the nomination is in proper form, it will later be submitted with the application for the appointment of a Committee. The judge shall appoint the Committee that has been so nominated “unless there is good and sufficient reason for refusing the appointment” (PPA, s 9).

d) Costs

The costs of all proceedings are in the discretion of the court (PPA, s 27). Generally, the court orders payment of all the Committee’s reasonable legal fees from the patient’s estate, theoretically so the applicant does not suffer losses for doing what, in many cases, is considered his or her moral obligation. Even though the patient’s estate initially pays costs, the Public Guardian and Trustee later reviews the costs to ensure they are reasonable. If the fees paid by the patient’s estate are unreasonable, the Committee must return the excess amount to the patient’s estate. The Committee should have legal fees reviewed by the registrar of the court if unsure of their reasonableness.

e) Public Guardian and Trustee as Committee =

The Public Guardian and Trustee (the “PGT”) is a corporation sole established under the Public Guardian and Trustee Act with a unique statutory role to protect the interests of British Columbians who lack legal capacity to protect their own interests. This may include acting as committee of estate and/or person where a person needs assistance and there is no other family member or friend who can assume this role, or where there is conflict among family members and a neutral party is preferred.

The PGT can become committee of estate and/or person in one of two ways:

The PGT may become committee of estate and/or person by Court Order. The PGT may bring an application for the appointment or, in a proceeding to appoint a committee, where there is a conflict, one or more of the parties may seek an Order that the PGT be appointed. The PGT will provide a response in the proceedings setting out whether she is prepared to take on this role. Typically, the PGT will only agree to act as committee of estate. A committee of person is required to make very personal decisions on behalf of the person and a family member or friend is usually more appropriate to act in this role if it is required.
Since December 1, 2014 the PGT may also become committee of estate by the legislative process that is provided by the Adult Guardianship Act. This process is described in the next section. It is important to note that the PGT can only become committee of estate through this process. An appointment as committee of person requires a Court Order.

C. Legislative Process Committeeship (Statutory Property Guardian)

The other process by which a Committeeship can be created is through the legislative process outlined by the Adult Guardianship Act. The major difference over a court order Committeeship is that only the Public Guardian and Trustee can become Committee and only over the adult’s financial affairs. The term used in the legislation is a Statutory Property Guardian [SPG]. However, once the PGT becomes a SPG, the PPA states that the SPG is a committee under the PPA. In short, the process for the Public Guardian and Trustee to become a SPG is through the AGA but then their duties are defined by the PPA.

1. Declaring an Adult Incapable

For an adult to be declared incapable under the AGA a number of steps need to take place.

If the concerned person is a health care provider, they can request that a qualified health care provider assess the adult’s incapability. Anyone else can notify the PGT and the PGT can request as assessment of incapability.
- a) A “qualified” health care provider is defined in section 3 of the Statutory Property Guardianship Regulations [SPGR]. It includes a health care provider as defined in the Health Professions Act and the Social Workers Act, as well as registrants of the British Columbia College of Social Workers; College of Registered Nurses of British Columbia; College of Registered Psychiatric Nurses of British Columbia; College of Occupational Therapists of British Columbia; and registrants of the College of Psychologists of British Columbia.
The qualified health care provider then assesses the adult according to the prescribed procedures and if satisfied, prepares a report of incapability for review by a health authority designate.
- a) The proper procedures of an incapability assessment are outlined in sections 5 through 10 of the SPGR. These procedures are also required for any subsequent reassessment of the adult’s incapability such as a review requested by the adult or a order ordered review.
  - i) The assessment is composed of two parts: a medical component (see Appendix O) and a functional component (see Appendix P).
  - ii) Prior to conducting the assessment the adult must be given notice of the purpose of the assessment and their rights (see Appendix Q)
  - i) Section 10 outlines that an assessment report must be completed by filling out Form 1 (see Appendix R) and that details of the assessment must be attached (see Appendix S). The qualified health care provider must also inform the adult of the result and the determination and offer the adult a copy of Form 1 and the details attached.
  - ii) The qualified health care provider does not need to inform the adult or offer a copy of the report if they have reason to believe that doing so may result in serious physical or mental harm to the adult or significant damage or loss to the adult's property.
- b) A health authority designate is defined by section 4 of the SPGR.
Upon receiving Form 1, the health authority designate may issue a report of incapability if they are satisfied of a number of criteria. The designate must also have consulted with the Public Guardian and Trustee and notified the adult and, if possible, any spouse or near relative of the adult, of the intention to issue a certificate.
- a) The criteria are provided by sections 3(a) through 3(e) of the AGA. Important to note, the certificate cannot be signed if the adult has granted power over all of the adult's financial affairs to an attorney under an enduring power of attorney, unless that attorney is not complying with the attorney's duties under the Power of Attorney Act or the enduring power of attorney, as applicable (AGA, s 3(e)).
- b) The notice required to the adult and a near relative is outlined in section 11 of the SPGR. Section 11(3) states that the adult or near relative be given at least 10 days to respond. The BC Government has created a form called “Health Authority Designate Notice of Intention to Issue a Certificate of Incapability” for the purposes of this notification. (See Appendix T).
  - i) Notification does not need to be provided to the adult or near relative if the designate has reason to believe that doing so may result in serious physical or mental harm to the adult or significant damage or loss to the adult's property.
- c) The certificate of incapability is Form 2 (SPGR, s 12; see Appendix U).
Once the Certificate of Incapability is signed by the health authority designate, the certificate must be forwarded to the Public Guardian and Trustee. The adult and, if contact information is known, a spouse or near relative must be informed of the certificate and provided with a copy.
- a) The BC Government has created a form called “Health Authority Designate Concluding Letter” for the purpose of providing notice to the adult (See Appendix V).
- b) The Public Guardian and Trustee becomes the Committee of the adult on the date that the certificate was signed by the health authority designate.
  - i) The Public Guardian and Trustee must inform the adult and, if contact information is known, a spouse or near relative that the Public Guardian and Trustee has power to manage the adult’s financial affairs and that the adult has the right to request a second assessment and potentially a court review (AGA, s 33).
  - ii) The adult or someone on behalf of the adult, may request a second assessment within 40 days of being notified.

2. Reassessment of Incapability

Once a Certificate of Incapability has been issued and the time for a second assessment has passed, or the second assessment confirms the assessment of incapability, s. 34 of the AGA outlines three different ways that a reassessment can be made of an adult’s incapability

If the Public Guardian and Trustee informs the body that designated the health authority designate who issued the certificate of incapability that a reassessment should occur.
If the adult requests a reassessment and has not been reassessed within the preceding 12 months
The court orders a reassessment under s. 35(3) of the AGA.

3. Court Review of Assessment of Incapability

After a second reassessment has occurred and the adult is still declared incapable, the adult can apply for a court review. This right of review is also applicable to any adults who was declared incapable through a certificate signed by the director of a Provincial mental health facility or psychiatric unit as defined in the [Mental Health Act], prior to December 1, 2014.

The parties to the court review are the adult, the body that designated the health authority designate who issued the certificate of incapability, and if ordered by the court, a person appointed, under the [Patients Property Act], as committee for the adult following a declaration under that Act that the adult is incapable of managing himself or herself.
The court may order another reassessment of the adult’s incapability.
During this review, the court may confirm the determination of incapability, or reject the determination of incapability and order that the statutory property guardianship is ended.

4. Ending Committeeship (Statutory Property Guardian Authority under the A GA )

A statutory process Committeeship can be ended in one of four ways.

The Public Guardian and Trustee is satisfied that the adult no longer needs a statutory property guardian.
- a) Notice must be provided to the adult that they no longer have a statutory property guardian.
After a second assessment, the health authority designate accepts that the adult is no longer incapable.
- a) The BC government has created a form for this purpose called “Health Authority Designate Acceptance of Determination of Capability” (See Appendix V).
- b) Notice must be provided to the Public Guardian and Trustee.
A court order after a review of an incapability assessment under s. 35 of the AGA.
The court appoints a committee under the PPA.

5. Transition to Statutory Property Guardianship under the Adult Guardianship Act

The new sections of the Adult Guardianship Act came into force on December 1, 2014. Prior to December 1, 2014, the Patients Property Act provided for an adult to be declared incapable through a different process which involved a certificate signed by the director of a Provincial mental health facility or psychiatric unit as defined in the Mental Health Act. While this is no longer in force, it is possible that an adult was being assessed before December 1, 2014 but a certificate had not been issued. It is possible that this assessment can qualify for an assessment under the new AGA. The rules surrounding this unlikely situation are outlined in sections 15 and 16 of the Adult Guardianship Act Statutory Property Guardianship Regulations.

D. Serving as a Committee

1. Duties

The Committee’s general duty is to exercise his or her powers for the benefit of the patient, having regard to the nature and value of the patient’s property, and the patient’s circumstances and needs and those of his or her family (PPA, s 18). The Committee is not allowed to use or take any benefit from his or her position. When the patient has assets, the Public Guardian and Trustee will often recommend that the Committee post a bond to secure the proper performance of these duties, or seek a restriction on accessing the patient’s funds. The Committee may use professional services to assist him or her in some duties. However, professionals cannot be retained to do actions an ordinary person could perform. The cost of professional services is paid for by the patient’s estate.

Specific duties of the Committee include:

Passing accounts before the Public Guardian and Trustee, at the times directed by the Public Guardian and Trustee (PPA, s 10(d)), including, if the Public Guardian and Trustee requires it, a true inventory of the whole estate of the patient. The patient’s assets are not the Committee’s, and thus the Committee must account to the Public Guardian and Trustee for all transactions. Provisions regulating this duty are contained in s 10 of the PPA and in Rule 21-5 of the rules governing the Act in the Supreme Court Civil Rules, BC Reg 168/2009.;
Upon the patient’s death, the Committee is no longer required to pass accounts before the Public Guardian and Trustee, but must provide the Committee’s accounts to the executor or administrator of the patient’s estate, or, if the Committee and the executor or administrator of the patient’s estate are the same person, to the beneficiaries of the patient’s estate (PPA, s 24);
Paying patient’s maintenance, care and treatment costs out of the estate (s 23);
Bringing an action, if necessary, on behalf of the patient as his or her guardian ad litem (s 22);
Exercising the rights, powers, duties, and privileges of the patient after the patient’s death, as if he or she had not died, and serving as executor or administrator until letters probate of the will or letters of administration to the estate of the patient are granted and notice in writing is served upon the Committee (s 24); and
Filing income tax returns and applying for pensions.
If a person is appointed as Committee for a person under disability, that person must be the litigation guardian of the patient in any proceeding unless the court otherwise orders as per Rule 20-2 of the Supreme Court Civil Rules.

2. Powers

The Committee of the Estate has all the rights, powers, and privileges over the patient’s estate as the patient would have if he or she had legal capacity (PPA, s 15), such as power to buy and sell property, give gifts, open and close bank accounts, pay accounts etc. These powers includes those powers that would have been exercisable by the patient as a trustee, guardian of a person, holder of power of appointment or as the personal representative of a person (PPA, s 17). For example, if the patient was acting as personal representative to his spouse prior to incapacity, the Committee would now have the responsibility to make decisions for the spouse under the Representation Agreement. However, the court has discretion to place limits on any powers that the Committee could otherwise perform (PPA, s 16). In such a case, any powers that were limited by the court would fall to the Public Guardian and Trustee.

A Committee of the Person has the “custody of the person” of the patient. This means the Committee is responsible for the person’s welfare and well-being.

For investing money, a Committee is a trustee within the meaning of the Trustee Act, RSBC 1996, c 464 (PPA, s 15(2)), which means a Committee must comply with the provisions of this Act when it comes to investing the patient’s money. For example, the Committee must meet a certain standard of care in making investment decisions and freedom to delegate investment decisions is limited. When advising a client which procedure is preferable, keep this in mind.

If a patient (as opposed to the Committee) transfers his or her property while incapable, for instance, by selling land or giving a gift, the transfer will be voidable (i.e. deemed to never have occurred at the option of the Committee), unless full and valuable consideration was paid for the property, or a reasonable person would not have known that the adult was incapable (AGA, s 60.2).

NOTE: An Enduring Power of Attorney or representation agreement is terminated when a person becomes a ‘patient’ by being declared incapable of managing his or her affairs by court order (PPA, s 19). Therefore, the authority of a court order Committee will never conflict with that conferred by a Power of Attorney. Where a Committee is appointed under the AGA statutory property guardianship rules, any EPOA or s. 7 RA for routine financial affairs is suspended. (PPA, s 19.1)

3. Remuneration

Under s 14 of the PPA, a person is allowed “reasonable” compensation from the patient’s estate for services rendered as Committee. However, a person does not have to claim compensation. The amount of compensation is fixed on the passing of the accounts to the Public Guardian and Trustee.

If the Public Guardian and Trustee acts as the Committee of Estate, its fees are charged in accordance with the Public Guardian and Trustee Fees Regulation, BC Reg 312/2000. Fees may be reduced or waived where the Public Guardian and Trustee is satisfied that hardship or injustice would result from charging the full fee (PGT Fees Regulation, s 3).

A Committee has a first lien upon the estate of the patient or the person who has ceased to be a patient (PPA, s 14(4)).

NOTE: The Public Guardian and Trustee has helpful information for private committees at: http://www.trustee.bc.ca.

E. Discharge of a Committee

1. Rescission of a Committee

On application by the Attorney General, the Public Guardian and Trustee, or any other person, a judge may rescind the appointment of a person (other than the Public Guardian and Trustee) appointed as Committee (PPA, s 6(2)). The rescission is subject to the Committee (other than the Public Guardian and Trustee) complying with the requirement to pass accounts set out in s 13. This application may be filed along with an application for a new Committee. This process cancels the Committee’s authority to act for the patient.

2. Discharge of a Committee

If a person regains his or her mental capability and ceases to be a “patient,” that person, or the Committee (other than the Public Guardian and Trustee), may apply to the court for the discharge of the Committee (PPA, s 12). Notice in writing of this application must be provided to the Public Guardian and Trustee 10 days prior to the application. The judge who hears the application may, and shall if asked by the Public Guardian and Trustee, order the Committee to pass accounts. There will almost always be outstanding accounts. The fees payable will be rescinded as of the date of the order and discharged on the passing of accounts.

An order of discharge or a discharge by the passing of accounts before the Public Guardian and Trustee is required before a security bond, if any, can be cancelled. Once the Committee is discharged, the Committee has no further powers or duties with respect to the estate of the person who has ceased to be a patient (PPA, s 13(4)(a)).

3. Release from Liability

A discharged Committee, whether it be a private Committee or the Public Guardian and Trustee, is released from liability concerning the management of the estate except in respect of undisclosed acts, neglects, defaults, or accounts, or where the Committee was dishonest or unlawful in his or her conduct (PPA, s 13(4)(b)). A difference of opinion between the person and Committee as to how the estate should have been handled is not by itself a reason to support a Committee’s discharge.

Where the Public Guardian and Trustee is acting as Committee, the Public Guardian and Trustee is liable for payments made out of an estate that were not mandated by court order, if they were not reasonable in the circumstances. The existence of a court order mandating payments at a lower level would make voluntary higher payments unreasonable: see Wood v British Columbia (Public Trustee), (1986) 25 DLR (4th) 356.