HATLEBERG v. NORWEST BANK WISCONSIN

No. 03-0040.

271 Wis.2d 225 (2004)

2004 WI App 48

678 N.W.2d 302

Susan HATLEBERG, Plaintiff-Respondent, v. NORWEST BANK WISCONSIN, n/k/a Wells Fargo Bank, Defendants-Appellants.

Court of Appeals of Wisconsin.

Decided February 24, 2004.


Attorney(s) appearing for the Case

On behalf of the defendants-appellants, the cause was submitted on the briefs of Dennis M. Sullivan and Herrick, Hart, Duchemin, Spaeth, Sullivan & Schumacher, S.C. of Eau Claire.

On behalf of the plaintiff-respondent, the cause was submitted on the brief of Paul J. Gossens, S.C. of Wauwatosa.

Before Cane, C.J., Hoover, P.J., and Schudson, J.


HOOVER, P.J.

¶ 1.Wells Fargo Bank appeals a judgment for damages for breaching its fiduciary duty while managing an irrevocable trust set up by Phyllis Erickson.1 Because of an error in the trust document, Erickson's contributions were included in her estate at her death, requiring the estate to pay nearly $174,000 in additional taxes. Wells Fargo alleges several errors, primarily that...

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