Trusts and Estates — undue influence

By: WISCONSIN LAW JOURNAL STAFF//May 1, 2012//

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Wisconsin Court of Appeals

Civil

Trusts and Estates — undue influence

Donn Thomas sued Anita Peterson and the Humane Society of United States, alleging they unduly influenced his mother, Adelaide Thomas, to designate them as payable-on-death beneficiaries of a certificate of deposit (CD). A bench trial was held, and after Thomas presented his case, the circuit court granted Peterson and the Humane Society’s motion to dismiss. Thomas appeals, alleging that the court applied incorrect legal standards for undue influence and that, using the correct legal standards, the facts found by the court establish that Adelaide was unduly influenced. We reject Thomas’s arguments and affirm. This opinion will not be published.

2011AP1032 Thomas v. Peterson, et al.

Dist III, Barron County, Doyle, J., Per Curiam

Attorneys: For Appellant: Schwartz, Michael D., Chanhassen, Minn; For Respondent: Thrasher, Joe, Rice Lake; Stoddard, Glenn M., Eau Claire

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