An estate beneficiary sought removal of a co‑estate trustee and repayment of approximately $131,000 allegedly misappropriated from their father while the respondent acted under a power of attorney and provided caregiving.
The applicant argued the deceased suffered dementia and lacked financial capacity while living with the respondent.
The court found on a balance of probabilities that the deceased retained capacity to make financial decisions until shortly before his death and that the respondent did not misappropriate funds.
Evidence showed expenditures were broadly consistent with the deceased’s spending habits and the respondent gained no personal financial benefit.
The court dismissed the request to remove the trustee, declined to order repayment to the estate, and refused to compel a passing of accounts.