Trusts in the family home

Cards (11)

  • What is required for a declaration of trust to be conclusive?
    It must be in writing and signed by the legal owner
  • When can a declaration of trust be made?
    It can be made on the date of conveyance or after
  • What must be shown for proprietary estoppel to apply?
    That an assurance was given which was relied upon to the claimant's detriment
  • In what type of cases is proprietary estoppel mostly used?
    In will cases, not cohabitation cases
  • What is presumed if the legal title is registered in joint names without an express declaration of a trust?
    It is presumed they hold title as joint tenants
  • How can the presumption of joint tenancy be rebutted?
    By proving the parties intended otherwise
  • What factors can the court consider when determining the parties' intentions regarding property title?
    The entire course of conduct, children of the relationship, financial arrangements, and bill payments
  • What must be established for a common intention constructive trust?
    • Parties had a common intention (expressed/inferred) regarding equitable interest
    • Claimant relied on this to their detriment
    • Actual discussions led to this belief
    • Common intention related to ownership of land, not merely sharing a home
  • How can common intention be inferred in property ownership cases?
    Through direct contributions to the purchase price and payment of household expenses
  • What determines the quantification of the claimant’s share in a common intention constructive trust?
    What the parties agreed upon or a division suggested by their entire course of dealings
  • What is a key requirement for establishing a common intention in property ownership?
    There must be actual discussions that led to the belief