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ESTATE OF SHEPPARD v. SCHLEIS

No. 2009AP1021.

782 N.W.2d 85 (2010)

2010 WI 32

ESTATE OF James F. SHEPPARD, by its Co-Personal Representative, Michael E. McMORROW, Plaintiff-Appellant, v. Jessica SCHLEIS, James Schleis, Mary Jo Schleis and XYZ Financial Institutions, Defendants-Respondents.

Supreme Court of Wisconsin.

Decided May 4, 2010.

Attorney(s) appearing for the Case

For the plaintiff-appellant there were briefs (in the court of appeals) by Michael E. McMorrow and the Law Offices of Michael E. McMorrow, Mequon; J. Lewis Perlson, Amy S. Kiiskila, and Michael Best & Friedrich, LLP, Milwaukee; and Jonathan V. Goodman and Goodman Law Offices, Milwaukee, and oral argument by J. Lewis Perlson and Michael E. McMorrow.

For the defendants-respondents there was a brief (in the court of appeals) by Elaine A. Shanebrook and Shanebrook & Falkowski Law Office, West Bend, James G. Pouros and the O'Meara Law Firm LLP, West Bend, and oral argument by Elaine A. Shanebrook.

¶ 1 SHIRLEY S. ABRAHAMSON, C.J.

This is an appeal of an order and judgment from the Circuit Court of Washington County, Patrick J. Faragher, Judge. This court granted the Estate's petition to bypass the court of appeals pursuant to Wis. Stat. §§ 808.05 and 809.60 (2007-08).1

¶ 2 Jessica Schleis was named as the recipient of two accounts, one a "Payable on Death" (P.O.D.) account, the other a "Transfer on Death...

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