Estate of Newgard Ex Rel. Newgard v. Bank of America

¶ 1. The Estate of Steven Newgard appeals an order allowing claims by Bank of America and Discover Financial Services (collectively, the Banks) against the Estate. The Estate argues the claims are barred under the Wisconsin Consumer Act to the extent that the records provided by the Banks did not show the individual transactions that made up the decedent's closing balance. We agree, reverse the order, and direct that on remand the court shall disallow the claims to the extent they are based on transactions not shown in the records provided.

Background

¶ 2. Steven Newgard died testate on March…