Welch v. Welch
Welch v. Welch
Opinion of the Court
This is a bill in equity to determine the ownership of two joint bank accounts standing in the names of Robert W. Welch or Joseph G. Welch and payable to either or the survivor. The bill was brought by Catherine Welch, as the duly appointed custodian of the personal estate of Robert who had deceased, against Joseph who claimed ownership of the accounts as the survivor. There were other issues and other respondents but we are not concerned with them here. The cause was heard in the superior court on bill, answer and oral proof and resulted in the entry of a decree declaring the accounts the property of the decedent Robert’s estate. From such decree Joseph alone among all the respondents appealed to this court.
According to the undisputed evidence both accounts were originally opened by Robert in his own name and thereafter-at his request his brother Joseph’s name was added thereto. Only Robert’s money was deposited in the accounts
Largely, if not wholly, on that evidence the trial justice found that Robert by adding Joseph’s name to the bank accounts did not intend thereby to make Joseph a gift of an interest therein in praesenti, but rather that it was his intention to leave his money upon his decease to Joseph for the benefit of his children. This, the trial justice held, was an attempt to dispose of his property after his decease without making a will and was therefore invalid. Accordingly he decreed that the bank accounts should be paid to the complainant in her capacity as the administratrix of Robert’s estate, to which office she had been duly appointed after the commencement of the instant suit.
Under his appeal Joseph contends that the decree is contrary to the law and the evidence, because it is the settled law of this state that the form of joint bank accounts as here is prima facie evidence of ownership in the survivor and that the burden is on one alleging the contrary to prove such allegation. This, he contends, the complainant failed to do. In support of the above contentions he relies principally, if not solely, on Flynn v. Byrne, 82 R. I. 48.
If the posture of the instant case at the conclusion of the evidence was identical with the Flynn case we should be
On the evidence before him it was his duty to weigh all the evidence, including the form of the accounts, and determine wherein the preponderance lay. Where a trial justice sitting in equity has performed his duty in this regard his decision will not be disturbed by this court unless it appears to us to be clearly wrong. Mikaelian v. Mikaelian, 86 R. I. 119. On our view there was a reasonable basis in the evidence for his conclusion that Robert’s intention was to make a disposition of the accounts for the benefit of the children upon his decease and not to make a gift to Joseph in praesenti. Hence we cannot say his decision, based as it was on such conclusion, was clearly wrong.
The respondent’s appeal is denied and dismissed, the decree appealed from is affirmed, and the cause is remanded to the superior court for further proceedings.
Reference
- Full Case Name
- Catherine Welch, Custodian v. Joseph Welch
- Status
- Published