The applicant, a grandson of the deceased who died intestate, sought a declaration that bank and investment accounts held jointly between the deceased and her surviving son formed part of the estate.
The respondent son argued that the accounts were joint with right of survivorship and therefore passed to him outside the estate.
Applying the presumption of resulting trust articulated in Pecore v. Pecore, the court held that the respondent failed to rebut the presumption with sufficient evidence of the deceased’s intention to gift survivorship rights.
The evidence consisted largely of the respondent’s self‑serving assertions and unsupported bank correspondence, while documentary banking records and other objective indicators of intention were absent.
The court concluded the jointly held funds reverted to the estate and were to be distributed pursuant to the intestacy regime under the Succession Law Reform Act.