Barboza v. McLeod

We granted the defendant’s application for direct appellate review to determine whether the law of a joint account’s situs governs ownership of the proceeds of the joint bank account, where the decedent established the joint account in another State and died in Massachusetts. At the time of her death, the decedent, Helen M. Zaborowski (decedent), held the joint account in a California credit union in her name and in the name of her nephew, the defendant, Andrew McLeod. The joint *469account named the decedent and the defendant as “joint owners] with right of survivorship.” Shortly after the death…