Waukesha State Bank v. Moore

Jean Moore’s claim against the estate of Theresa Tulley was based in part on a $5,000 check delivered along with two explanatory notes from the decedent to the claimant before the decedent’s death. On this appeal we affirm the trial court’s conclusion that the check constituted an invalid testamentary transfer because it failed to comply with the formalities of execution prescribed by the Statute of Wills, sec. 853.03, Stats.1

*596The claimant lived next door to the decedent and her husband in Waukesha for a decade. They became good friends and continued to see each other even after the claimant…