How can a client verify creditor notice requirements were satisfied in the original estate to rely on Wisconsin’s two-year rule?

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.

Detailed Answer

Under Wisconsin law, creditors must receive proper notice before the personal representative can invoke the two-year bar on claims against an estate. Two key statutes govern this process:

  • Wis. Stat. § 863.10 (Notice to Creditors): requires publishing notice once a week for three consecutive weeks in a newspaper and mailing notice within 30 days to known creditors with valid addresses.
  • Wis. Stat. § 863.19 (Bar of Claims): generally bars all claims not filed within two years after the decedent’s death if notice requirements are satisfied.

To verify compliance with Wis. Stat. § 863.10 and ensure you can rely on the two-year rule under § 863.19, follow these steps:

  1. Obtain the Probate File: Request a certified copy of the original estate file from the clerk of circuit court in the county where probate occurred.
  2. Review the Docket Entries: Look for entries titled “Affidavit of Publication” and “Affidavit of Mailing.” These documents prove notice was published and mailed according to statute.
  3. Examine the Affidavit of Publication: Confirm the newspaper name, dates of publication (three consecutive weeks), and that the affidavit is signed by the publisher or their agent.
  4. Check the Affidavit of Mailing: Ensure notice was mailed to all known creditors within 30 days of appointment of the personal representative. Verify the mailing date and list of recipients.
  5. Verify the First Publication Date: Identify the date of the first newspaper notice to calculate both the four-month deadline for known creditors and the two-year deadline under § 863.19.

By confirming these details in the probate record, you can reliably establish that notice requirements were met and that unknown creditors are barred if they failed to file a claim within two years of the decedent’s death.

Helpful Hints

  • Use Wisconsin Circuit Court Access (CCAP) online to check docket activity and file dates.
  • Visit the local newspaper’s archive or library records to cross-check publication dates.
  • Request copies of mailing lists or return-receipt cards from the personal representative when available.
  • Review Wis. Stat. §§ 863.10 and 863.19 to understand notice deadlines and bar dates.
  • Contact the county probate clerk for guidance on obtaining certified records and filing fees.

Disclaimer: This article is for educational purposes and does not constitute legal advice. Consult a qualified attorney to address your specific situation.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.