Mueller v. Edwards

¶ 1.

REILLY, RJ.

This case addresses whether a beneficiary designation on a "P.O.D. account" under Wis. Stat. ch. 705 (2015-16)1 may be controlled by a writing separate from the contract of deposit between a depositor and his or her financial institution. Todd Mueller alleges that a handwritten note made by Robert Zernzach (depositor) sometime after Zernzach had entered into a P.O.D. account with US Bank (financial institution) resulted in Mueller being the sole beneficiary upon Zernzach's death. We affirm the circuit court's finding that the beneficiaries stated in the records of the bank were…