Trusts and Estates — POD designations

By: WISCONSIN LAW JOURNAL STAFF//October 8, 2014//

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Wisconsin Court of Appeals

Civil

Trusts and Estates — POD designations

This case is about the validity of certain payable on death (P.O.D.) designations on decedent Lucetta Mayer’s bank accounts. The documents at issue designated the accounts as P.O.D. to the decedent’s daughter, Lynn Marie Klink, the personal representative of Lucetta’s estate. Patrick Mayer, Lucetta’s son, questions the genuineness of Lucetta’s signatures on the P.O.D. designations. It is undisputed that the bank’s business records were properly authenticated, and Patrick has not presented any evidence to rebut the prima facie showing that Lucetta signed the P.O.D. designations in the bank. We affirm the circuit court’s grant of summary judgment in favor of Lynn Marie. Not recommended for publication in the official reports.

2014AP322 In re the estate of Lucetta M. Mayer: Klink v. Mayer

Dist II, Washington County, Muehlbauer, J., Neubauer, P.J.

Attorneys: For Appellant: Demet, Kevin J., Milwaukee; For Respondent: Cavey, Patricia M., Milwaukee

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