The Mack Laing Trust: BC Supreme Court hears arguments in 40-year case

The Mack Laing Trust: BC Supreme Court hears arguments in 40-year case

Hamilton Mack Laing tends trees in his Nut Farm above Comox Bay in the early to mid 1900s

The Mack Laing Trust: BC Supreme Court hears arguments in 40-year case

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The 40-year saga of an internationally famous naturalist and Comox Valley pioneer who left his waterfront property, possessions and money to the Town of Comox finally made it to the BC Supreme Court recently, where lawyers argued the legal technicalities of his Trust Agreement and his Last Will and Testament.

The the three-day proceedings in Courtroom 200 at the Courtenay Courthouse with Justice Jennifer A. Power presiding provided a stark contrast to the rich history and universal respect for the man, Hamilton Mack Laing, and his passion for the natural world and the biodiversity he found in the early 1920s along Comox Bay.

Instead, a lawyer for the Town of Comox and another for the BC Attorney General speculated on a broader meaning of certain words used in the Trust Agreement and other documents. They cited statues in municipal governance and jurisprudence that didn’t exist in 1973 when Mack Laing started making his gifts to the town or even in 1981 when he wrote his last wishes before he died in early 1982.

The lawyers hoped to convince Justice Power that despite misappropriating Laing’s money and misleading past council members, the Town of Comox should be allowed to demolish the man’s heritage home, Shakesides, and use his money for purposes that Laing had not explicitly envisioned.

They also spent a large portion of their time before Justice Power arguing that she should ignore most of the hundreds of pages of evidence and documentation submitted by the Mack Laing Heritage Society (The Society), an intervenor in this case, because they are “not relevant” to section 184 of the 2003 BC Community Charter.

They dismissed the numerous affidavits provided by The Society as “opinion and hearsay” that purport to describe Laing’s importance to the town’s history and the field of natural history generally and to prove that the terms of his gifts were crystal clear.

But something was missing in this cold, binary courtroom summarization of the legal fine points, which the lawyers so aptly boiled down to what was documented or not and which words were precise or vague and whether agreements made between 1973 and 1981 do or do not comport with a 2003 law. Absent from the discussion, except when The Society’s lawyer took the podium, was the context of the social-political-bureaucratic environment during which this 40-year travesty took place.

The Society’s lawyer did his best to paint that bigger picture. The Society believes that Justice Power, and anyone else masochistic enough to read through the mountain of public filings in this case, will discover the struggles of a lone female advocate for Laing’s wishes, the pursuit of personal agendas, the political strategies that were afoot and the unsavory means used to achieve them.

The Society believes Justice Power will learn that Laing was a good-hearted man, albeit naive about fickle town councils, who wanted his life’s achievements to live on and educate those who came after him and that the intention for his gifts to the people of Comox were clear and indisputable.

The Society’s lawyer said the Town of Comox had made its own mess and was now in a rush to clean it up. But, he argued, there is no good reason why, after 40 years, the town can’t wait for a thorough accounting of how much money should be in the Trust Fund and for an independent assessment of Shakesides’ viability by heritage building professionals.

After hearing from the town, the Attorney General and The Society, Justice Power gave no immediate ruling. Her decisions in this case could take weeks.

The Mack Laing saga is ultimately a story of how clever people can obfuscate the big picture using the detachment of legal proceedings and try to rewrite history to serve a modern agenda. It’s a cautionary tale about how municipal staff can lead a town council down an ethically wrong path and how a majority of them willingly follow it.

The case puts an exclamation point on the importance of electing mayors and council members who believe in playing by the rules. In other words, serious public servants who are determined to fully understand the issues before them and who refuse to take the lazy route of blindly accepting staff recommendations.

But that’s just our opinion.

What follows now is a brief summary of the arguments heard by Justice Power.

 

WHAT THE TOWN AND ATTORNEY GENERAL SAID

The BC Attorney General, represented by Sointula Kirkpatrick, and the Town represented by Mike Moll, argued that Laing had made two separate trusts. In the first one in 1973, the Park Trust, Laing gifted his property including the Shakesides house. In the second in 1981 via his Last Will and Testament, the Trust, Laing left the residue of his estate – money and possessions – to the town.

The lawyers said only the 1981 trust was before the court. That argument, if accepted by Justice Power, means that the Shakesides house was given to the town without conditions in the earlier Parks Trust and was the town’s property to do with as it pleased. The only issue before the court was whether the later Trust funds could be spent to construct a viewing platform.

“It has been 40 years since he made his bequest. Shakesides was never suitable to be a museum and the Trust Funds were and are not sufficient to make it one,” Kirkpatrick told the court.

She said further that “most of The Society’s evidence is not relevant to this court’s determination under Section 184 of the Community Charter.” And she went on to argue details of general trust law principles.

At that point, Justice Power stopped the proceedings to address the gallery, comprising only members of The Society. Justice Power said that despite the AG lawyer’s opinion of The Society’s evidence, only she would determine its relevance.

In regards to the comprehensive plan prepared by The Society and two dozen community volunteers to restore Shakesides and convert it to a natural history museum, Kirkpatrick said their proposal was “beyond the scope of this proceeding and has no basis in law.”

She concluded that the town’s proposal to construct a “Nature Park Platform can accommodate the K‘omoks First Nations’ concern about disturbance to the Great Comox Midden on which Shakesides is located, without further delay or unnecessary litigation.”

She said Mack Laing’s charitable intentions should be carried out through the building of the platform and she asked the court to “grant the variation sought on the conditions proposed by the Attorney General and to which the Town agrees.”

The town’s lawyer, Mike Moll said, “The Town is applying to vary the Trust because the Town’s Council now considers the terms of the Trust to no longer be in the best interests of the Town. The Town says that the Nature Park Platform containing natural history education panels will better further both the intention of the will-maker and the best interests of the Town.’

 

WHAT THE SOCIETY SAID

The Mack Laing Heritage Society, represented by Kevin Simonett of Campbell River, argued that “In breaching its obligations as trustee and allowing waste and neglect of the culturally valuable and irreplaceable trust object (Shakesides), Comox has manufactured the very crisis it now claims as justification to vary the trust.

“Comox does not come before the court with clean hands and is the author of a delay of several decades.”

Simonett went to say that after 40 years of the town’s financial mismanagement and dereliction of trustee obligations and fiduciary duty – “to which Comox has essentially admitted” – a forensic accounting of the trust funds and an independent assessment is required to ascertain the true financial health and structural integrity of Shakesides.

“Comox offers no explanation as to why they cannot wait for such forensic auditing
and physical inspection to be completed. Instead, they insist on immediate
demolition of a culturally valuable and historic home to be replaced with little more than a concrete slab,” he told the court.

Simonett argued that the town’s conclusion that Shakesides is unsuitable for use as a museum was “a foregone conclusion.” Since the town received Laing’s gifts, “the town has selectively sought out informal information tending to confirm that conclusion, rather than carrying out proper due diligence and obtaining expert opinions.”

He detailed how a town executive ignored the misspending of Laing’s money, stacked an advisory committee to get the result he wanted and then misled council members to make decisions based on a non-existent Park Plan and a flawed process designed to achieve personal and political purposes.

He argued that there was only one trust, not two, which Laing continued to amend through the period from 1973 to 1981.

“By way of gift in his last will and testament, the (Laing) carried out the Settlement upon the Park Trust; his intent was to add the residue of his estate to the trust corpus established under the Park Trust, on the terms set out in the instrument of gift. The Town in its capacity as Trustee had notice of these terms, and indeed had a hand in negotiating them, and accepted these terms when it accepted the funds forming the Settlement upon the Park Trust,” Simonett said.

Simonett told Justice Power that the town and the AG have provided evidence, “only on the putative cost-effectiveness of varying the Park Trust to remove Shakesides, and none as to the superiority per se of the viewing platform. It is the Intervenor’s position that the relative cost-effectiveness of the competing visions for Mack Laing Park has not been determined, due to the protracted intransigence of the town.”

 

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Boys playing pool, circa late 1970s  |  George Le Masurier

The Week: Where did the Attorney General go; and, Trudeau’s middle ‘class’

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It appears that the BC Attorney General’s office may have changed its view of the Town of Comox’s desire to alter the Mack Laing Trust. How else to explain the last eight months of dead silence?

It’s been so long ago you may not remember that the town wants to tear down Laing’s historic home, called Shakesides, and spend the life savings that he gifted to the people of Comox on something other than what the trust agreement allows.

But in early May, the Attorney General surprised both the town and the Mack Laing Heritage Society by announcing a delay that they said could last about five months. The AG gave no reason for the delay. The town had hoped to go to trial during the court’s June sessions.

FURTHER READING: More about Hamilton Mack Laing and Shakesides

That five-month delay has now turned into eight months and counting. And the AG’s office still refuses to explain why or what it’s doing to bring the case to a resolution. Even town councillors have no idea what’s going on at the AG’s office.

Has the Attorney General reconsidered its support of the Town of Comox after taking the District of West Vancouver to court in July? The AG argued in that case that the municipality broke a similar agreement with two residents who had bequeathed their property.

Or, did the town’s failure to properly consult with the K’omoks First Nations set off alarms in the AG’s office?

Perhaps the Mack Laing Heritage Society’s comprehensive business plan that shows widespread community support for restoring Shakesides — more than two dozen individuals and construction companies have volunteered labor and materials — has caught the Attorney General’s attention.

Or maybe the AG’s office has finally realized how badly the town has handled Mack Laing’s generous gifts, especially the finances.

We can only hope one of these issues have given the Attorney General a crisis of conscience.

For nearly three years, a 5-2 majority of Comox councillors have been trying to ram their application through the BC Supreme Court. They spent the first two years, and three expensive Supreme Court hearings, attempting to block the Mack Laing Society from presenting evidence at trial.

Ex-mayor Paul Ives led this charge and current Mayor Russ Arnott has happily carried the torch. They have cost Comox taxpayers huge amounts of money trying to justify their actions.

Meanwhile, Shakesides sits in disrepair. But as Craig Freeman and the Merville Community Association have proved, it’s neither difficult nor expensive to preserve and rejuvenate a historic building, and give it a new life for public enjoyment.

The minority Liberal government announced a new cabinet post this week: Mona Fortier was appointed Minister of Middle-Class Prosperity and Associate Minister of Finance.

Does that term ‘middle-class’ bother anyone else? Don’t we really mean middle-income? Does Canada have a class system?

Giving middle income families the label of ‘middle-class’ suggests there is an upper class and a lower class.

I don’t know about you, but in my world, people who have higher incomes don’t necessarily warrant a ‘higher class’ status than anyone else. In some instances, I’d argue the opposite. Likewise, people who have had less financial success in their lives don’t warrant ‘lower class’ status.

I’m nitpicking, perhaps. But how we use language affects people and reveals a truth about how we see the world. Doesn’t assigning a ‘class’ to our income levels say something unfavorable about our sense of social justice and personal worth?

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BC heritage professionals lobby cabinet ministers to conserve Shakesides

BC heritage professionals lobby cabinet ministers to conserve Shakesides

Hamilton Mack Laing at home in Shakesides during his last years  /  Archive photo

BC heritage professionals lobby cabinet ministers to conserve Shakesides

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The president of the BC Association of Heritage Professionals has lobbied the provincial Attorney-General and the minister of Forests, Lands and Natural Resource Operations to oppose the Town of Comox’s application to vary the charitable purpose trust of Hamilton Mack Laing.

Elana Zysblt, a Vancouver-based heritage consultant, says in letters sent Tuesday to AG David Eby and FLNROD Minister Doug Donaldson that the conservation of Laing’s home, known as Shakesides, “represents heritage values that extend much further than the boundaries of the Town of Comox.”

Heritage issues in British Columbia fall under the FLNROD portfolio and are managed by Roger Tinney.

Writing on behalf of the province’s heritage professionals, Zysblat expresses concern that municipalities such as Comox might be allowed to use a section (184) of the Community Charter to ignore and alter substantial gifts of money and property donated to the public in good faith.

FURTHER READING: Attorney general takes West Vancouver to court for breach of trust

The Community Charter sets out municipalities’ core areas of authority, such as municipal services, public health regulation and entering into agreements. Under section 184 if, in the opinion of a council, the terms or trusts imposed by a donor or will-maker are no longer in the best interests of the municipality, the council may apply to the Supreme Court to vary the terms of the trust.

This is the crux of the town’s application to vary the Laing trust and demolish Shakesides.

Gordon Olsen, a member of the Mack Laing Heritage Society, says the significance of Zysblat’s letters is a warning to the minister about the serious precedent the Shakesides case could set.

“If municipalities are allowed to ignore terms of agreements that` they have freely entered into that will have a chilling effect on future donators across the province,” Olsen told Decafnation.

But that isn’t the only point Zysblat makes in her letters. The Association of Heritage Professionals also believe Shakesides has significant heritage values and remains, despite the town’s neglect, in good condition for rehabilitation.

“In 2017, a Statement of Significance was completed to describe the heritage values of the place,” Zysblat wrote. “A condition assessment of the historic structure was also conducted in the same year by an independent heritage professional and structural engineer. The assessment concluded that the building is in good condition to be rehabilitated for adaptive re-use as envisioned by Hamilton Mack Laing.”

The Town of Comox has not requested any professional assessment of the building. But Comox Parks Manager Al Fraser told a public meeting in April that only a “cursory report” has been done, which he admitted was “not comprehensive.” Fraser called it a “soft pass.”

“Let’s say there’s still considerable work to be done in that regard,” Fraser told the public meeting.

As of July, the town still has not done that work and has yet to acknowledge the professional assessment by a structural engineer completed in 2017, according to Zysblat.

She also informs the two provincial government cabinet ministers that the town seems uninterested in other perspectives on Shakesides.

“Gord Macdonald, Heritage BC chair, shares our belief that the state heritage value of Shakesides demands that (Laing’s) former home be conserved for future generations,” Zysblat wrote. “And that Heritage BC has committed to providing their assistance, at no charge, to the Town of Comox, for the duration of the process to repurpose Shakesides, and guarantees the town a provincial grant through the Heritage Legacy Fund Heritage Conservation Program.

“To this date, the Town of Comox has ignored this offer by Heritage BC.”

For more stories about Mack Laing, the Town of Comox and the legal proceedings, go here

 

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BC attorney general appears to argue both sides of cases similar to Mack Laing battle

BC attorney general appears to argue both sides of cases similar to Mack Laing battle

BC Archive photo

BC attorney general appears to argue both sides of cases similar to Mack Laing battle

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What should Comox Valley residents think about the BC Attorney General’s office arguing two different sides of similar cases?

The attorney general of BC announced last week that it would take the district of West Vancouver to court because the municipality allegedly broke an agreement with two residents who had bequeathed their property to the district.

But in the Comox Valley, the Attorney General’s office is defending the Town of Comox for breaking its agreement with Hamilton Mack Laing.

And it gets more interesting. The lead counsel for the AG’s office in both cases is Sointula Kirkpatrick.

FURTHER READING: More on Mack Laing 

According to a report from Glacier Media, which publishes several BC newspapers including the North Shore News, the AG’s lawsuit asks the BC Supreme Court to rule that West Vancouver is in breach of the trust.

Pearley and Noreen Berissenden gave their property to the district of West Vancouver in the late 1980s. The couple specified that the property was “to be used and maintained by it (the district) for public park purposes.”

When Mack Laing died in 1982, he left the town his waterfront property, his home named Shakesides, and the residue cash from his estate “for the improvement and development of my home as a natural history museum.”

The district of West Vancouver never followed through on their agreement with the Berissendens, and instead rented out the couple’s home on the property from 2001 to 2018. And in 2017, the district applied to vary the trust to subdivide about half of the property into building lots.

The Town of Comox likewise never followed through on the terms of its trust agreement with Laing, and also rented out Laing’s home for almost 30 years. In 2017, the town applied to vary the trust in order to demolish Shakesides.

AG lawyer Kirkpatrick alleges West Vancouver is in breach of the Berissenden’s trust for failing to make their property a park and for profiting from the rent, according to the Glacier Media report. Kirkpatrick has asked for an accounting of all all rent money received and that it be put back into the trust.

As well, Kirkpatrick, on behalf of the AG’s office, wants the court to order West Vancouver to make the property a park.

But Kirkpatrick has taken the exact opposite view when it comes to the Town of Comox versus Mack Laing.

In the Comox Valley case, Kirkpatrick has defended the town’s failure to make Laing’s home a natural history museum for public enjoyment and for profiting from renting out Shakesides, even though there hasn’t been an independent accounting of those funds and not all of the rent money has been returned to the trust, according to the Mack Laing Heritage Society.

Kirkpatrick has not responded to an email request asking her to explain the differences in the two cases.

She did, however, request a nearly five-month delay for the Supreme Court trial that will determine the fate of Shakesides. Kirkpatrick requested the delay in early May, well before filing the lawsuit against West Vancouver.

At the time, members of the Mack Laing society said they hoped the delay meant the Attorney General’s office was less certain about the merits of the town’s application to alter the trust and that it had new concerns about how Comox councils and staff have mishandled Laing’s gifts to the community.

Now they hope the West Vancouver lawsuit signals a change in direction at the AG’s office over municipal applications to vary citizen trusts. It is part of the Attorney General’s mandate to provide oversight of charitable purpose trusts.

No court date to hear the Shakesides case has been scheduled.

 

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AG delays Shakesides court date by nearly five months

AG delays Shakesides court date by nearly five months

File photo of Shakesides  /  George Le Masurier photo

AG delays Shakesides court date by nearly five months

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In a surprising new development, the BC Attorney General has requested a delay in the Supreme Court trial that will determine the fate of Shakesides, the heritage home of Comox pioneer Hamilton Mack Laing.

The Town of Comox had hoped to get its petition to alter Laing’s Trust and tear down his house before the court during its June session. The new delay means the case likely won’t be heard until October.

The town has already requested two three-month delays. The first came after the 2018 municipal election and pushed any possible court date to after Feb. 6, 2019. Then, Town Council asked for another three-month “abeyance,” which expires May 22.

Now, the Attorney General’s office is asking for a further delay of about five months.

A letter to the town and the Mack Laing Heritage Society, which is an opposing party to the case, announced the delay, but gave no specific reason or purpose for it.

Members of the Laing society hope it means the Attorney General’s office is less certain about the merits of the town’s application to alter the trust, and have new concerns about how Comox councils and staff have mishandled Laing’s gifts to the community.

It’s also not known what role the K’omoks First Nations intends to play in this controversy, which has pitted the town against voices for heritage preservation, moral obligation and civil law issues surrounding how local governments should handle citizen’s endowments.

Last month, K’omoks Chief Nicole Rempel expressed her disappointment that the Town Council had made plans for the Shakesides site, which is traditional and sacred land for First Nation’s people, “without prior consultation.” Rempel asked for a halt to all planning and other work until “meaningful consultation has taken place.”

But the town proceeded to refine its plan to replace the house with a viewing platform, which it finally approved this week.

According to the new deadlines for the Supreme Court trial, the heritage society has until Aug. 7 to submit any final documents into evidence. They have already submitted more than 500 pages of affidavits and other documents.

The town and the Attorney General then have until Sept. 4 to respond to those documents.

Another issue that might be weighing on the Attorney General’s office is how a judgement in the Shakesides case could affect other municipalities and other charitable purpose trusts across the province.

Have other municipalities mishandled trusts? How has the Attorney General’s office dealt with those issues, if they were aware of them? How widespread is the altering of trusts freely agreed to by generous citizens and local governments?

Because there is no provincial registry of charitable purpose trusts, the Attorney General’s office may not have known about the Laing Trust until the town petitioned to alter it, some 35 years later.

It is part of the Attorney General’s mandate to provide oversight of such trusts.

 

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