On an interim passing of accounts in a contentious estate administration, the court addressed disputes between co-estate trustees concerning estate assets, reimbursements, distributions, and the administration of a special-needs trust for a beneficiary.
Applying the resulting trust framework from Pecore, the court held that funds in a joint RBC account with an adult child formed part of the estate because the surviving joint holder failed to prove a gift of survivorship.
The court approved certain estate disbursements and reimbursements for house expenses, funeral-related expenses, and electrical work, but disallowed others, including unnecessary telephone and cable charges and a reimbursement claim for probate fees already paid from estate funds.
Because income tax liability, the beneficiary trust, and the state of the accounts remained unresolved, the court ordered further steps and a final passing of accounts.