Justia Trusts & Estates Opinion Summaries

Articles Posted in Wisconsin Supreme Court
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The Supreme Court reversed the decision of the court of appeals reversing the judgment of the circuit court dismissing Steven Tikalsky's "constructive trust" count as against Terry Stevens, holding that a constructive trust is a remedy, not a cause of action, and that the circuit court properly dismissed Terry from the case with prejudice.At issue in this case was the proper distribution of Donald and Betty Lou Tikalsky's estate. Steven sued his sister, Terry, and two other siblings to obtain part of the inheritance they received from their parents. As against Terry, Steven asserted "constructive trust" as a cause of action. The circuit court granted summary judgment against Steven on the constructive trust count and dismissed Terry from the lawsuit. The court of appeals reversed, holding that a constructive trust remained a "permissible equitable remedy" as to Terry. The Supreme Court reversed, holding (1) under the proper circumstances, a constructive trust may be imposed on property in the possession of one who is innocent of any inequitable conduct; but (2) the complaint in this case did not state a cause of action against Terry nor assert any other grounds upon which a constructive trust could be imposed, and therefore, Terry was properly dismissed from the case with prejudice. View "Tikalsky v. Friedman" on Justia Law

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The Supreme Court affirmed the dismissal of the MacLeish children's claim against the Boardman law firm for legal malpractice, holding that Charles MacLeish's clear testamentary intent was not thwarted by any alleged negligence on the part of Boardman, and therefore, the action was properly dismissed.David, Hayden, Kay, and Robin MacLeish brought this action against Boardman, the law firm that administered their father's estate. The circuit court dismissed the complaint. The court of appeals affirmed, holding that the children failed to demonstrate that Boardman's alleged negligent administration of their father's estate thwarted his clear testamentary intent. The Supreme Court declined the children's request to abandon Auric v. Continental Casualty Co., 331 N.W.2d 325 (1983), and affirmed, holding (1) the Auric exception to the rule of nonliability of an attorney to a non-client applies to the administration of an estate in addition to the drafting and execution of a will; (2) applying Auric to the facts of this case, the father's clear testamentary intent was not thwarted by Boardman's alleged negligence; and (3) therefore, the circuit court correctly dismissed the legal malpractice claim. View "MacLeish v. Boardman & Clark LLP" on Justia Law

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The Supreme Court affirmed in part and reversed in part the decision of the court of appeals reversing the circuit court’s small claims money judgment for the Estate of Stanley G. Miller against Diane Storey. In the small claims action, a jury found Story liable for theft of money from her uncle when she cared for him in the last year of his life. The circuit court awarded the Estate actual damages of $10,000 under Wis. Stat. 799.01(1)(d), exemplary damages of $20,000 under section 895.446(3)(c), attorney fees of $20,000 under section 895.446(3)(b), and double taxable costs under section 807.01(3). The court of appeals reversed. The Supreme Court held (1) section 3895.446 is an “other civil action,” and therefore, the damages cap is $10,000 under section 799.01(1)(d), and double costs are authorized under section 807.01(3); (2) attorney fees are included within the meaning of “costs of investigation and litigation” under section 895.446(3)(b); and (3) as to exemplary damages, the court of appeals properly reversed the circuit court because the circuit court’s ruling was contrary to the clear legal standard set forth in Kimble v. Land Concepts, Inc., 845 N.W.2d 395. View "Estate of Miller v. Storey" on Justia Law

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Joseph McLeod, Decedent's husband, filed a petition for formal administration of Decedent's estate and his appointment as personal representative. McLeod also asserted his right to a share of Decedent's estate. Patricia Mudlaff, Decedent's stepdaughter, also filed a petition for formal administrative and appointment as personal representative, contending that Decedent's marriage to McLeod was invalid because Decedent lacked the mental capacity to consent to the marriage and requesting that the circuit court declare Decedent's marriage void. The circuit court rejected Mudlaff's argument, concluding that annulment was the only method to void a marriage and that Wisconsin law prohibits annulment after the death of one of the parties to the marriage. The Supreme Court reversed, holding (1) annulment is not the exclusive remedy to challenge the validity of a marriage; and (2) in an estate action challenging a marriage, a court may use its declaratory judgment powers to declare that a marriage prohibited by law was void and incapable of validation by the parties to the marriage. Remanded. View "Mudlaff v. McLeod" on Justia Law