Daniel Kiersten v. Russell G. Kuenzi

CourtCourt of Appeals of Wisconsin
DecidedJune 12, 2025
Docket2024AP000884
StatusUnpublished

This text of Daniel Kiersten v. Russell G. Kuenzi (Daniel Kiersten v. Russell G. Kuenzi) is published on Counsel Stack Legal Research, covering Court of Appeals of Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Daniel Kiersten v. Russell G. Kuenzi, (Wis. Ct. App. 2025).

Opinion

COURT OF APPEALS DECISION NOTICE DATED AND FILED This opinion is subject to further editing. If published, the official version will appear in the bound volume of the Official Reports. June 12, 2025 A party may file with the Supreme Court a Samuel A. Christensen petition to review an adverse decision by the Clerk of Court of Appeals Court of Appeals. See WIS. STAT. § 808.10 and RULE 809.62.

Appeal No. 2024AP884 Cir. Ct. No. 2022PR275

STATE OF WISCONSIN IN COURT OF APPEALS DISTRICT IV

IN RE THE ESTATE OF MILTON S. KUENZI:

DANIEL KIERSTEN,

APPELLANT,

V.

RUSSELL G. KUENZI,

RESPONDENT.

APPEAL from an order of the circuit court for Dodge County: BRIAN A. PFITZINGER, Judge. Reversed and cause remanded for further proceedings.

Before Blanchard, Nashold, and Taylor, JJ.

Per curiam opinions may not be cited in any court of this state as precedent

or authority, except for the limited purposes specified in WIS. STAT. RULE 809.23(3). No. 2024AP884

¶1 PER CURIAM. Daniel Kiersten and Milton Kuenzi executed a written agreement (“the Agreement”) in which Kiersten promised to provide caretaking services for Kuenzi, and, as pertinent here, Kuenzi promised to give title to his house to Kiersten when Kuenzi died. Kiersten provided caretaking services to Kuenzi for approximately five months, then terminated the Agreement. When Kuenzi died over six years later, Kiersten filed a claim against Kuenzi’s estate (“the Estate”), alleging that the title to Kuenzi’s house should be transferred to Kiersten pursuant to the Agreement.1 The Estate objected to Kiersten’s claim, arguing that Kuenzi’s promise to give title to his house to Kiersten is unenforceable because it was a promise to make a future gift, or in the alternative, it lacked sufficient consideration. The Estate also contended that the claim is time barred. Kiersten argued that Kuenzi’s promise is enforceable because it constituted a promise to Kiersten in consideration for Kiersten’s promise to provide caretaking services to Kuenzi. The circuit court granted summary judgment in favor of the Estate, concluding that Kuenzi’s promise to give title to his house to Kiersten on Kuenzi’s death is unenforceable because the promise was a future gift to Kiersten rather than in consideration for Kiersten’s promise to provide caretaking services.

¶2 On appeal, both Kiersten and the Estate argue that the Agreement is unambiguous and that summary judgment should be granted in their favor. In the alternative, the Estate argues that the Agreement fails to satisfy WIS. STAT. § 706.02 (2023-24), the statute of frauds for transactions affecting land. 2 We 1 Russell Kuenzi, Milton Kuenzi’s son, is the personal representative of his father’s estate and the trustee of his father’s trust. Although Russell is named as the respondent in this case, we refer to the respondent as “the Estate” for ease of reference. 2 All references to the Wisconsin Statutes are to the 2023-24 version.

2 No. 2024AP884

conclude that summary judgment is not appropriate in favor of the Estate or in favor of Kiersten because the Agreement is ambiguous as to whether Kuenzi’s promise to give title to his house to Kiersten was an unenforceable future gift or was an enforceable promise provided in consideration for Kiersten’s promised caretaking services. The extrinsic evidence submitted by each party in the circuit court proceedings to support their respective positions does not resolve this ambiguity, but instead underscores the existence of a genuine dispute of material fact regarding that issue. We also reject the Estate’s argument that the Agreement fails to satisfy the statute of frauds. Accordingly, we reverse the circuit court’s grant of summary judgment in favor of the Estate, and we remand for further proceedings consistent with this opinion.

BACKGROUND

¶3 There is no dispute as to the following material facts.

¶4 Kiersten is the son-in-law of Kuenzi’s deceased wife. On April 6, 2016, Kiersten and Kuenzi signed the Agreement. In the Agreement, Kiersten promised to provide a variety of caretaking services for Kuenzi due to Kuenzi’s age, including assistance with Kuenzi’s transportation, daily activities, medical care, personal hygiene, and nutrition. The Agreement stated that Kiersten would provide these caretaking services for the remainder of Kuenzi’s lifetime, although either party had the option to “unilaterally terminate” the Agreement with 60 days’ written notice to the other party.

¶5 Kuenzi also made promises to Kiersten in the Agreement. First, Kuenzi promised to pay Kiersten a “one-time upfront payment of $191,000,” which would be paid on the day that Kiersten began providing caretaking services. The Agreement said that “[t]his sum … is considered to be a gift by both

3 No. 2024AP884

[Kiersten] and [Kuenzi].” Second, Kuenzi promised to include a provision in his estate planning documents providing, in pertinent part, that on his death, Kiersten would receive title to Kuenzi’s house. The Agreement stated that “this gift should be considered to be a death-time bequest from [Kuenzi] to [Kiersten].” The Agreement provided that both the cash amount and the transfer of the house title would “remain in effect” if either party terminated the Agreement. The Agreement also stated that Kiersten and Kuenzi made these promises to one another “as a matter of love and affection.”

¶6 After signing the Agreement, Kuenzi revised his revocable trust, in pertinent part, to give title to his house to Kiersten on Kuenzi’s death. On May 6, 2016, Kiersten moved from Colorado to Wisconsin and began providing caretaking services to Kuenzi. Kuenzi paid Kiersten the promised $191,000 at that time.

¶7 On July 27, 2016, Kiersten provided written notice to Kuenzi that he was terminating the Agreement and that he would stop providing caretaking services in 60 days. Kiersten said that he needed to return to Colorado to address issues regarding the sale of his house. On September 26, 2016, Kiersten stopped providing caretaking services and moved back to Colorado. Soon thereafter, Kuenzi revoked the provision in his revocable trust that would have transferred title to his house to Kiersten on Kuenzi’s death.

¶8 Kuenzi died in September 2022. Kiersten filed a claim against the Estate, asserting that Kuenzi had promised to give Kiersten title to Kuenzi’s house on Kuenzi’s death. The Estate objected to Kiersten’s claim. Both parties moved for summary judgment regarding the enforceability of Kuenzi’s house-related promise. The Estate argued that Kuenzi’s house-related promise is not

4 No. 2024AP884

enforceable because it was a promise to make a future gift. In the alternative, the Estate argued that the Agreement was unsupported by sufficient consideration and is also unenforceable under WIS. STAT. § 706.02, the statute of frauds for transactions affecting land. Kiersten argued that Kuenzi’s promise is enforceable because it was given in consideration for Kiersten’s promise to provide caretaking services. Kiersten also argued that the statute of frauds does not apply to the Agreement.

¶9 The circuit court granted summary judgment in favor of the Estate, concluding that Kuenzi’s house-related promise is an unenforceable gift.

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Daniel Kiersten v. Russell G. Kuenzi, Counsel Stack Legal Research, https://law.counselstack.com/opinion/daniel-kiersten-v-russell-g-kuenzi-wisctapp-2025.