2010AP817 In re the estate of Margaret J. Elegreet

Listen to this article

Trusts and Estates
Attorney fees; personal representative fees

This appeal arises out of the formal administration of the Estate of Margaret Elegreet (the Estate), which took place over a period of approximately four and one-half years. During the Estate’s formal administration, the beneficiaries were embroiled in a separate civil lawsuit regarding the disbursement of Elegreet’s personal property, the original appointed personal representative died, a successor personal representative was appointed, and gift taxes went unpaid for tax years 2001 and 2002, resulting in significant fees and interest owing to the Internal Revenue Service. The length of time it took to discover and pay the delinquent gift taxes and blame for that oversight became a significant theme throughout the final years of the administration. Not recommended for publication in the official reports.

2010AP817 In re the estate of Margaret J. Elegreet

Dist IV, Dodge County, Pfitzinger, J., Sherman, J.

Attorneys: For Appellant: Olson, F. Thomas, Milwaukee; For Respondent: Sweet, Mark S., Watertown

Full Text