An elderly man missing nearly $168,000 from his estate after he went into guardianship under Jeffrey Schend is liable for more than $18,000 in taxes and penalties after bills came due and went unpaid under Schend’s watch, records show.
The Wisconsin Department of Revenue last year issued two tax warrants on a 78-year-old man for unpaid state income taxes, interest and penalties. Schend was in control of his affairs when the bills came due. The man’s missing funds are part of the criminal case against Schend, who’s charged in Outagamie County Court with six felony theft counts and one count of misdemeanor theft.
Tax warrants are liens that allow the state to collect money from wages and assets.
Wisconsin statutes on guardianships specifically cite tax payments among the responsibilities of those appointed to handle an incompetent client’s finances.
Statutes say guardians are to pay legally enforceable debts of their clients, “including by filing tax returns and paying any taxes owed, from the ward's estate and income and assets.”
“The guardian of estate of an individual would certainly have the fiduciary responsibility to attend to any tax-related issues on behalf of the ward,” said Aaron Janssen, an attorney for Outagamie County.
Full Article and Source:
Elderly Man Liable for $18,000 in Overdue Taxes From Money Missing After He Went into Guardianship Under Jeffrey Schend