First Wisconsin Trust Co. v. Department of Taxation

Testatrix Edith C. Greenwald died August 30, 1953, leaving an estate consisting entirely of personal property, primarily intangible personalty, appraised at $1,536,364.44. In September, 1953, a document which later was admitted in the county court as her will was offered for probate. Objections to the admission of the document to probate as her will were filed in October, 1953, by her nephew and subsequently by others.

Under the provisions of this document specific bequests included $127,000 in cash, a few items of personalty, and an additional $150,000 in trust for the benefit of William…