WI · jury_instructions
Wis JI-Civil 7055
Petition for Guardianship of the Estate: Incompetency; Wis. Stat. § 54.10(3)(a)3
(Insert Wis JI-Civil 100, Opening)
A petition has been filed to appoint a guardian for the estate of (individual). The
petition alleges that (individual) is an incompetent person by reason of (a developmental
disability) (degenerative brain disorder) (serious and persistent mental illness) (or other like
incapacities) and needs a guardian appointed for (his) (her) estate. A guardian is a person
appointed by a court to manage the income and assets and provide for the essential
requirements for health and safety and the personal needs of an individual found
incompetent.
The fact that a petition has been filed is not evidence that (individual) is incompetent.
Every person is presumed to be competent. The burden of proving incompetency is upon
(petitioner). The evidence must show the incompetence exists at the time of this hearing.
This is a civil, not a criminal case. While (individual) is not on trial to be punished for
any offense, nevertheless, this trial and your verdict could have a significant impact on
(his) (her) life. Therefore, you should approach your task with a sense of serious duty.
Wis JI-Civil 110, Arguments of Counsel
Wis JI-Civil 115, Objections of Counsel
Wis JI-Civil 120, Judge's Demeanor
Wis JI-Civil 130, Stricken Testimony
Wis JI-Civil 215, Credibility of Witnesses; Weight of Evidence
Wis JI-Civil 260, Expert Testimony: General
Wis JI-Civil 265, Expert Testimony: Hypothetical Question
At the end of the trial, you will be given a special verdict consisting of one question.
You must answer it according to the evidence and to the instructions I will give you.
Wis JI-Civil 205, Burden of Proof: Middle
Wis JI-Civil 145, Special Verdict Questions: Interrelationship
Question 1 in the verdict reads: Is (individual) incompetent at the time of this hearing?
To answer question 1 "yes," you must find all of the following:
a. That (individual) is aged at least 17 years and 9 months; and
b. That (individual) suffers from (a developmental disability) (degenerative brain
disorder) (serious and persistent mental illness), (or other like incapacities); and
c. That because of (impairment), (individual) is unable to effectively receive and
evaluate information or to make or communicate decisions related to the management of his
or her property or financial affairs, to the extent that any of the following applies:
1. (individual) has property that will be dissipated in whole or in part.
2. (individual) is unable to provide for his or her support.
3. (individual) is unable to prevent financial exploitation; and
4. That (individual)'s need for assistance in decision-making or communication
cannot be met effectively and less restrictively through appropriate and reasonably available
training, education, support services, health care, assistive devices, or other means that the
individual will accept.
[A "developmental disability" means a disability attributable to mental retardation,
cerebral palsy, epilepsy, or autism or any other neurological conditions closely related to
mental retardation or requiring treatment similar to that required for individuals with mental
retardation which has continued or can be expected to continue indefinitely. The condition
must substantially impair the individual so that he or she cannot adequately provide for his or
her own care or custody; it must constitute a substantial handicap to the afflicted individual.
The term does not include dementia that is primarily caused by degenerative brain disorder.]
["Degenerative brain disorder" means the loss or dysfunction of an individual's brain
cells to the extent that he or she is substantially impaired in his or her ability to provide
adequately for his or her own care or custody or to manage adequately his or her property or
financial affairs.]
["Serious and persistent mental illness" means a mental illness that is severe in degree
and persistent in duration, that causes a substantially diminished level of functioning in the
primary aspects of daily living and an inability to cope with the ordinary demands of life, that
may lead to an inability to maintain stable adjustment and independent functioning without
long-term treatment and support, and that may be of lifelong duration. It includes
schizophrenia as well as a wide spectrum of psychotic and other severely disabling
psychiatric diagnostic categories, but does not include degenerative brain disorder or a
primary diagnosis of a developmental disability or of alcohol or drug dependence.]
["Other like incapacities" means those conditions incurred at any age which are the
result of accident, organic brain damage, mental or physical disability, or continued
consumption or absorption of substances, and that produce a condition which substantially
impairs an individual from providing for his or her own care or custody.]
Unless (individual) is unable to communicate decisions effectively in any way, your
determination of incompetency may not be based on mere old age, eccentricity, poor
judgment, or physical disability.
Wis JI-Civil 180, Five-Sixths Verdict
Wis JI-Civil 190, Closing
SPECIAL VERDICT
Question 1: Is (individual) incompetent?
Answer:
Yes or No
History
Wis JI-Civil 7055 (2009). ©2009, Regents, Univ. of Wis. Prepared by the Wisconsin Civil Jury Instructions Committee of the Wisconsin Judicial Conference with the University of Wisconsin Law School; posted by the Wisconsin State Law Library with the University's permission.
Provenance
- Source
- wilawlibrary.gov
- Retrieved
- 2026-09-24
- Edition
- 2026-09-24
- Content hash
4f3a246747404401ad3430606f2d01eb0a33407581bf27d2d2158022852b22c0
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