Estates of Beisbier
Wisconsin Supreme Court
1Opinion of the CourtBeilfuss, J.
The issue, as we view this case, is whether a joint checking account carries all the attributes of a common-law joint tenancy, including the right to trace severed funds into assets purchased by one of the co-owners of the account.
Appellant urges in her brief that the county court’s determination of the ownership of these assets constituted a question of fact and not one of law. We disagree and consider the dispositive issue as a question of law.
The trial judge assumed it was undisputed that the funds for the purchase of the assets here in question came from the joint checking account. He…
2Cases cited8 opinions
- Estate of Staver v. StaverWisconsin Supreme Court · 1935
- Pfeifer v. PfeiferWisconsin Supreme Court · 1957
- Schley v. Estate of SchleyWisconsin Supreme Court · 1955
- Estate of MichaelsWisconsin Supreme Court · 1965
- Roth v. FilipekWisconsin Supreme Court · 1964
3 more not listed; retrieve them via the Exa API.
3Cited by6 opinions
- Russ Ex Rel. Schwartz v. RussWisconsin Supreme Court · 2007
- In Re Estate of Calvert Hugh FletcherTennessee Supreme Court · 2017
- Estate of Clay v. CommissionerUnited States Tax Court · 1986
- Wachniak v. Estate of FrankCourt of Appeals of Wisconsin · 1987
- Estate of Clay v. CommissionerUnited States Tax Court · 1986
1 more not listed; retrieve them via the Exa API.