Legal Opinion
Estate Sheppard Ex Rel. McMorrow v. Schleis
Wisconsin Supreme Court
Decided May 4, 2010No. 2009AP1021PublishedCited by 3 opinions
1Opinion of the CourtShirley S. Abrahamson, C.J.
¶ 1. This is an appeal of an order and judgment from the Circuit Court of Washington County, Patrick J. Faragher, Judge. This court granted the Estate's petition to bypass the court of appeals pursuant to Wis. Stat. §§ 808.05 and 809.60 (2007-08).
¶ 2. Jessica Schleis was named as the recipient of two accounts, one a "Payable on Death" (PO.D.) account, the other a "Transfer on Death" (T.O.D.) account, totaling over $3 million in the name of James F. Sheppard, the decedent. For ease of discussion, we will refer to both accounts as PO.D. accounts.
¶ 3. This action was brought by the Estate of…
2Cases cited14 opinions
- Hassett v. WelchSupreme Court of the United States · 1938
- Riggs v. Del DragoSupreme Court of the United States · 1942
- Helvering v. BullardSupreme Court of the United States · 1938
- Pawlowski v. American Family Mut. Ins. Co.Wisconsin Supreme Court · 2009
- Uihlein v. UihleinWisconsin Supreme Court · 1953
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3Cited by3 opinions
- People v. McFarlandMichigan Court of Appeals · 1988
- Estate of Sheppard ex rel. McMorrow v. SchleisSupreme Court of the United States · 2010
- Mueller v. EdwardsCourt of Appeals of Wisconsin · 2017