Cooper v. Cooper Estate et al., (1999) 181 Sask.R. 63 (QB)
Judge | Klebuc, J. |
Court | Court of Queen's Bench of Saskatchewan (Canada) |
Case Date | May 19, 1999 |
Jurisdiction | Saskatchewan |
Citations | (1999), 181 Sask.R. 63 (QB) |
Cooper v. Cooper Estate (1999), 181 Sask.R. 63 (QB)
MLB headnote and full text
Temp. Cite: [1999] Sask.R. TBEd. JN.004
Edward Cooper (plaintiff) v. Aurene Darlene Markwart and Lee Cooper in their capacities as Executors of the Estate of Alfred Douglas Cooper (first defendant) and Aurene Darlene Markwart in her personal capacity (second defendant)
(1997 Q.B. No. 112)
Indexed As: Cooper v. Cooper Estate et al.
Saskatchewan Court of Queen's Bench
Judicial Centre of Humboldt
Klebuc, J.
May 19, 1999.
Summary:
A brother applied for a declaration that two guaranteed investment certificates registered in the joint names of his sister and his deceased father were the property of the deceased father's estate.
The Saskatchewan Court of Queen's Bench ordered that the two guaranteed investment certificates were property of the deceased father's estate.
Gifts - Topic 527
Gifts inter vivos - Presumption against gift - Resulting trust - Rebuttal of presumption - A son applied for a declaration that two guaranteed investment certificates registered jointly in his sister's and deceased father's name were the property of the father's estate - The sister argued that the presumption of advancement applied - The Saskatchewan Court of Queen's Bench ordered that the two certificates were the father's estate's property - The father's actions established a prima facie intention to vest the sister with the legal right of survivorship when the certificates were purchased and the presumption of advancement overrode the presumption of resulting trust - The brother rebutted the presumption of advancement by establishing that the father did not intend to vest the sister with the beneficial right of survivorship because he kept control of the certificates and collected all accruing interest.
Gifts - Topic 554
Gifts inter vivos - Presumption of gift - Advancement - Transfers from parent to children - [See Gifts - Topic 527 ].
Gifts - Topic 565
Gifts inter vivos - Presumption of gift - Advancement - Rebuttal of presumption - [See Gifts - Topic 527 ].
Gifts - Topic 953
Gifts inter vivos - Evidence and proof - Donor's intention - [See Gifts - Topic 527 ].
Trusts - Topic 1906
Resulting trusts - General principles - Gifts - [See Gifts - Topic 527 ].
Trusts - Topic 2141
Resulting trusts - Intention - General - [See Gifts - Topic 527 ].
Cases Noticed:
Dyer v. Dyer (1788), 30 E.R. 42 (Ch. Div.), refd to. [para. 16].
Shephard v. Cartwright, [1955] A.C. 431; [1954] 3 All E.R. 649, refd to. [para. 16].
Vaselnak v. Vaselnak, [1921] 1 W.W.R. 889; 57 D.L.R. 370 (Alta. C.A.), refd to. [para. 16].
Rupar v. Rupar et al. (1964), 49 W.W.R.(N.S.) 226; 46 D.L.R.(2d) 553 (B.C.S.C.), refd to. [para. 17].
B. v. B. (1975), 65 D.L.R.(3d) 460 (B.C.S.C.), refd to. [para. 18].
O'Brien v. Bean et al. (1957), 7 D.L.R.(2d) 332 (B.C.S.C.), refd to. [para. 18].
Larondeau v. Laurondeau, [1954] O.W.N. 722; [1954] 4 D.L.R. 293 (Ont. H.C.), refd to. [para. 18].
Young v. Young (1958), 15 D.L.R.(2d) 138 (B.C.C.A.), refd to. [para. 18].
Mailman Estate, Re, [1941] S.C.R. 368, consd. [para. 20].
Niles v. Lake, [1947] S.C.R. 291; [1947] 2 D.L.R. 248, consd. [para. 20].
Edwards v. Bradley, [1957] S.C.R. 599; 9 D.L.R.(2d) 673, appld. [para. 20].
Reid, Re (1921), 50 O.L.R. 595; 64 D.L.R. 598 (Ont. C.A.), refd to. [para. 23].
Hill v. Hill (1904), 8 O.L.R. 710 (Ont. H.C.), refd to. [para. 23].
Young v. Sealey, [1949] Ch. 278; [1949] 1 All E.R. 92, refd to. [para. 23].
Edwards v. Bradley, [1956] O.R. 225 (C.A.), revd. [1957] S.C.R. 599, refd to. [para. 23].
Aasen v. Cojocar, [1985] 1 W.W.R. 409; 36 Sask.R. 33 (Q.B.), refd to. [para. 28].
McKenna Estate, Re (1994), 134 N.S.R.(2d) 218; 383 A.P.R. 218; 5 E.T.R.(2d) 160 (Prob. Ct.), refd to. [para. 28].
Hammond v. Hammond, [1995] 7 W.W.R. 345; 7 B.C.L.R.(2d) 25; 7 E.T.R.(2d) 280 (S.C.), refd to. [para. 28].
Stefaniuk v. Toronto Dominion Bank, [1979] 3 W.W.R. 382 (Man. Q.B.), refd to. [para. 28].
Lavergne et al. v. Lavergne (1981), 131 D.L.R.(3d) 246 (Ont. H.C.), refd to. [para. 28].
Authors and Works Noticed:
Waters, Donovan W.M., The Law of Trusts in Canada (2nd Ed. 1984), generally [para. 15]; p. 311 [para. 16].
Counsel:
John C. Will, for the plaintiff;
C. Harvey Randall, for Aurene Darlene Markwart;
Marilyn M. Scott, for the defendant executors.
This action was heard before Klebuc, J., of the Saskatchewan Court of Queen's Bench, Judicial Centre of Humboldt, who delivered the following judgment on May 19, 1999.
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...McLear v. Crowder et al., [2000] O.T.C. 505; 33 E.T.R.(2d) 272 (Sup. Ct.), refd to. [paras. 34, 95]. Cooper v. Cooper Estate et al. (1999), 181 Sask.R. 63; 27 E.T.R.(2d) 170 (Q.B.), refd to. [paras. 35, Christmas Estate v. Tuck (1995), 10 E.T.R.(2d) 47 (Ont. Gen. Div.), refd to. [paras. 37,......
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...Dagenais, [2007] Sask.R. Uned. 140; 2007 SKQB 461 (Fam. Div.), refd to. [para. 20]. Cooper v. Cooper Estate et al., [1999] 11 W.W.R. 592; 181 Sask.R. 63 (Q.B.), refd to. [para. 86]. Cooper v. Markwart - see Cooper v. Cooper Estate et al. Scott v. Michaluk (2005), 270 Sask.R. 34; 2005 SKQB 4......
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Pecore v. Pecore, (2007) 361 N.R. 1 (SCC)
...McLear v. Crowder et al., [2000] O.T.C. 505; 33 E.T.R.(2d) 272 (Sup. Ct.), refd to. [paras. 34, 95]. Cooper v. Cooper Estate et al. (1999), 181 Sask.R. 63; 27 E.T.R.(2d) 170 (Q.B.), refd to. [paras. 35, Christmas Estate v. Tuck (1995), 10 E.T.R.(2d) 47 (Ont. Gen. Div.), refd to. [paras. 37,......
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Pecore v. Pecore, (2007) 224 O.A.C. 330 (SCC)
...McLear v. Crowder et al., [2000] O.T.C. 505; 33 E.T.R.(2d) 272 (Sup. Ct.), refd to. [paras. 34, 95]. Cooper v. Cooper Estate et al. (1999), 181 Sask.R. 63; 27 E.T.R.(2d) 170 (Q.B.), refd to. [paras. 35, Christmas Estate v. Tuck (1995), 10 E.T.R.(2d) 47 (Ont. Gen. Div.), refd to. [paras. 37,......
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Moody v. Ashton et al., 2004 SKQB 488
...Noticed: Nelson et al. v. Little Estate (2004), 250 Sask.R. 237; 2004 SKQB 310, refd to. [para. 105]. Cooper v. Cooper Estate et al. (1999), 181 Sask.R. 63 (Q.B.), refd to. [para. Dell'Aquila Estate v. Mellof (1996), 143 Sask.R. 8 (Q.B.), refd to. [para. 105]. Niles v. Lake, [1947] S.C.R. 2......
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Phipps v. Phipps, 2012 SKQB 166
...Dagenais, [2007] Sask.R. Uned. 140; 2007 SKQB 461 (Fam. Div.), refd to. [para. 20]. Cooper v. Cooper Estate et al., [1999] 11 W.W.R. 592; 181 Sask.R. 63 (Q.B.), refd to. [para. 86]. Cooper v. Markwart - see Cooper v. Cooper Estate et al. Scott v. Michaluk (2005), 270 Sask.R. 34; 2005 SKQB 4......