IN MATTER OF UIHLEIN TRUST

No. 87-0173.

142 Wis.2d 277 (1987)

417 N.W.2d 908

IN the MATTER OF: The JANE BRADLEY UIHLEIN TRUST and the Harry L. Bradley, Jr. Trust created by Harry L. Bradley, settlor, on December 17, 1945, and the Sarah Louise Doll Trust and the Kirk Lynde Doll Trust created by Caroline D. Bradley as settlor on November 30, 1951. Guardian and Litem, F. William HABERMAN, Appellant, v. Francis E. FERGUSON, Robert M. Hoffer, Richard H. Lillie, Kenneth Morrison, David V. Uihlein, Jane Bradley Pettit, Sarah Louise Doll Barder, Harry L. Bradley, Jr., Eunice Clews Bradley, Gregory C. Bradley, Diane Knickle Bradley, Elissa Bradley Clews, William B. Clews, Mark S. Bradley, the Lynde & Harry Bradley Foundation, Inc., Kurt Lynde Doll, Doris Cheyne Doll, Susan Doll Loesel, Jo Ann Doll and Lynde Bradley Uihlein, Respondents.

Court of Appeals of Wisconsin.

Decided November 24, 1987.


Attorney(s) appearing for the Case

For the appellant the cause was submitted on the briefs of Michael, Best & Friedrich, with F. William Haberman of counsel, of Milwaukee.

For the respondents Harry L. Bradley, Jr., Eunice Clews Bradley, Gregory C. Bradley, Diane Knickle Bradley, Elissa Bradley Clews, William B. Clews and Mark S. Bradley, the cause was submitted on the briefs of Henry E. Fuldner and Michael B. Apfeld, of Godfrey & Kahn, S.C., of Milwaukee, and Withington, Cross, Park & Groden, with Robert J. Morrissey of counsel, of Boston, Mass.; and of Csaplar & Bok, with Frederick Goldstein of counsel, of Boston, Mass.

For the trustees/respondents the cause was submitted on the briefs of Harrold J. McComas, Robert J. Bonner, and Mark G. Petri of Foley & Lardner, of counsel.

For the respondents Jane Bradley Pettit and Sarah Doll Barder the cause was submitted on the briefs of Francis R. Croak, Margaret T. Lund, Sandra J. Janssen of Cook & Franke, S.C., of Milwaukee, and Winston & Strawn, with Calvin P. Sawyier of counsel, of Chicago, Ill.

Before Moser, P.J., Wedemeyer and Sullivan, JJ.


WEDEMEYER, J. F.

William Haberman is guardian ad litem (GAL) for all minor beneficiaries and unborn beneficiaries who might have an interest in the Jane Bradley Uihlein Trust, the Harry L. Bradley, Jr. Trust, the Sarah Louise Doll Trust, and the Kirk Lynde Doll Trust (trusts). The GAL appeals from an order denying an equitable adjustment reallocating a part of the assets of the trusts between the income accounts and the...

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