Estates & Trusts Reports
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ESTATES & TRUSTS REPORTS Fourth Series/Quatri`eme s´erie Recueil de jurisprudence en droit des successions et des fiducies VOLUME 17 (Cited 17 E.T.R. (4th)) EDITOR-IN-CHIEF/REDACTRICE´ EN CHEF Sharon Yale, LL.B., M.A. Barrister and Solicitor Toronto, Ontario ONTARIO EDITOR/REDACTRICE´ POUR L’ONTARIO Lori M. Duffy, B.A., LL.B., LL.M. Weir Foulds LLP Toronto, Ontario ASSOCIATE EDITORS/REDACTEURS´ ADJOINTS Timothy G. Youdan, M.A., LL.M. Hugh S. McLellan, B.COMM., LL.B. Davies Ward Phillips & Vineberg McLellan Herbert Toronto, Ontario Vancouver, British Columbia Ian M. Hull, B.A.(HONS.), LL.B. John E. S. Poyser, B.A., LL.B. Hull & Hull Tradition Law LLP Toronto, Ontario Winnipeg, Manitoba EDITORIAL STAFF/REDACTION´ Cheryl L. McPherson, B.A.(HONS.) Rebecca Y. Tobe, B.A., LL.B. Director, Primary Content Operations Product Development Manager Nicole Ross, B.A., LL.B. Julia Fischer, B.A.(HONS.), LL.B. Supervisor, Legal Writing Supervisor, Legal Writing Peggy Gibbons, B.A.(HONS.), LL.B. Barbara Roberts, B.A.(HONS.), LL.B. Senior Legal Writer Lead Legal Writer Martin-Fran¸cois Parent, LL.B., LL.M., Donna Dickson DEA (PARIS II) Content Editor Bilingual Legal Writer ESTATES & TRUSTS REPORTS, a national series of topical law reports, is Recueil de jurisprudence en droit des successions et des fiducies, une published 12 times per year. Subscription rate $493.00 per bound volume in- s´erie nationale de recueils de jurisprudence sp´ecialis´ee, est publi´e 12 fois par cluding parts. ann´ee. L’abonnement est de 493 $ par volume reli´e incluant les fascicules. Editorial Offices are also located at the following address: 430 rue St. Pierre, Le bureau de la r´edaction est situ´e a` Montr´eal — 430, rue St. Pierre, Mon- Montr´eal, Qu´ebec, H2Y 2M5. tr´eal, Qu´ebec, H2Y 2M5. ________ ________ © 2016 Thomson Reuters Canada Limited © 2016 Thomson Reuters Canada Limit´ee NOTICE AND DISCLAIMER: All rights reserved. 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ISSN 0706-5655 ISBN 978-0-7798-5832-3 Printed in Canada by Thomson Reuters THOMSON REUTERS CANADA, A DIVISION OF THOMSON REUTERS CANADA LIMITED One Corporate Plaza Customer Relations 2075 Kennedy Road Toronto 1-416-609-3800 Toronto, Ontario Elsewhere in Canada/U.S. 1-800-387-5164 M1T 3V4 Fax 1-416-298-5082 www.carswell.com Contact www.carswell.com/email Andrade v. Andrade 173 [Indexed as: Andrade v. Andrade] Manuela Estrela Andrade, Plaintiff (Respondent) and Henrique E. Andrade and Leonardo Andrade, Estate Trustee for Luisa Cabral Andrade, Defendants (Appellant) Ontario Court of Appeal Docket: CA C59214 2016 ONCA 368 Janet Simmons, K. van Rensburg, C.W. Hourigan JJ.A. Heard: November 12, 2015 Judgment: May 16, 2016* Estates and trusts –––– Trusts — Resulting trust — Creation — Miscellane- ous –––– L was widowed mother of seven children who worked to pay for chil- dren’s passage to Canada — Children each left school in their teens to begin work and gave earnings to L to support family — L bought house in 1974, bor- rowing cash deposit from community member and financing rest of purchase with two mortgages — At L’s direction, house was put in names of oldest son H and daughter MJ and in 1979 on L’s direction, MJ and H transferred house to another brother, J, and H as tenants in common for nominal consideration — Mortgages were renewed in names of J and H — Over time, each of children with exception of youngest child L married, left home, and stopped giving money to L — J died in 2007 and plaintiff, J’s wife, transferred his half interest to her name — Plaintiff brought successful action against H and L for declara- tion that she was beneficial owner of half interest in house, and counterclaim brought by L for declaration that she was beneficial owner of house was dis- missed — L died shortly before trial — L’s estate and H appealed — Appeal al- lowed — Trial judge erred in failing to find resulting trust in favour of L and made palpable and overriding error of fact in concluding that, at time of purchase and until she died, L had no money of her own — This error caused him to ignore evidence of L’s intention when house was put into her children’s names, and five years later when J went on title, that she would remain benefi- cial owner — H and J held house by way of resulting trust for L, who was bene- ficial owner at time of her death — L’s estate was sole beneficial owner of house and plaintiff was ordered to transfer her legal half interest in house to L’s estate — Trial judge incorrectly characterized money given to L by children to pay for house as children’s money — Money was, as matter of law, gift to L — Rent generated by house was also L’s money, as L advertised for and negotiated * Additional reasons atAndrade v.