COURT OF APPEALS

        DECISION

   DATED AND RELEASED

 

               June 21, 1995

 

 

 

 

         NOTICE

 

A party may file with the Supreme Court a petition to review an adverse decision by the Court of Appeals. See § 808.10 and Rule 809.62(1), Stats.

This opinion is subject to further editing.  If published, the official version will appear in the bound volume of the Official Reports.

 

 

 

 

No.  94-1232

     

 

STATE OF WISCONSIN               IN COURT OF APPEALS

     DISTRICT II           

                                                                                                                       

M & I FIRST NATIONAL BANK,

WEST BEND, WISCONSIN, as TRUSTEE,

 

                                                            Plaintiff-Respondent,

 

                        v.

 

EPISCOPAL HOMES MANAGEMENT, INC.,

 

                                                            Defendant-Respondent,

 

RICHARD V. WILKINSON and

NANCY V. WILKINSON,

 

                                                            Defendants-Appellants,

 

ELDERLY HOUSING AUTHORITY,

MARY D. PALMER, ROBERT T. ALLEN,

EARL M. BOULTON, CHARLOTTE S. BOULTON,

ELIZABETH A. BROWN, HOWARD G. BROWN,

JOSEPHINE DIETRICH, FLORENCE DIETRICH,

MARY ALICE HAMMOND, WILLIS R. HAMMOND,

GORDON B. HOFFMAN, JESSIE HOFFMAN,

ELEANOR G. JORGENSON, ESTHER M. KLEMP,

ERNEST LIPMAN, SAMUEL LOOMIS,

MILDRED G. MACEK, BARBARA F. MUCKLER,

DOROTHY W. OSBORNE, IRVING W. ROANE,

ETHEL V. ROANE, ROBERT ROSENWALD,

LAURA ROSENWALD, MARION G. SANFORD,

RICHARD C. THOMPSON, JUNE H. THOMPSON,

MARION THORNBERY, ELIZABETH WALKER,

HELEN M. WILSON, JAMES E. GRIFFISS

and ELIZABETH H. MILLER,

 

                                                            Defendants.

                                                                                                                      

 

 

                        APPEAL from a judgment of the circuit court for Racine County:  DENNIS J. BARRY, Judge.  Reversed and cause remanded with directions.

                        Before Brown, Nettesheim and Snyder, JJ.

                        NETTESHEIM, J.                                       Richard V. and Nancy V. Wilkinson appeal from a summary judgment dismissing their cross-claim against Episcopal Homes Management, Inc. (EHM) and their counterclaim against M&I First National Bank, West Bend, Wisconsin, in its capacity as a bond trustee.  The Wilkinsons sought the damages contemplated by § 100.20(5), Stats., based upon their claim that EHM, as a landlord, failed to return their security deposit or otherwise provide them with a written statement accounting for the amount withheld pursuant to Wis. Adm. Code § ATCP 134.06.  The Wilkinsons named M&I as a defendant because it held the security deposit pursuant to certain financing agreements with EHM's predecessor, the Episcopal Diocese of Milwaukee, Inc.  

                        By a separate decision issued this same day in a related appeal, M&I First Nat'l Bank v. Episcopal Homes Management, Inc., No. 94-1294,[1] we have held that:  (1) the residency agreements entered into between EHM and the residents, including the Wilkinsons, of a housing facility for the elderly known as Lake Oaks at DeKoven constituted rental agreements pursuant to Wis. Adm. Code § ATCP 134.02(10); (2) the entrance fees paid by the residents pursuant to the residency agreements were security deposits within the meaning of § ATCP 134.02(11); and (3) the subordination provisions of the residency agreements did not defeat the residents' right to a refund of their entrance fees, less certain allowable deductions, upon termination of the agreement.

                        The Wilkinsons are the only residents participating in this appeal who have vacated the premises and terminated their residency agreement with EHM.  Upon doing so, they requested EHM to refund their entrance fee.  EHM failed to either refund the fee pursuant to Wis. Adm. Code § ATCP 134.06(2) or to provide the written accounting required by  § ATCP 134.06(4) within the requisite twenty-one days.

                        Based upon our decision in the related appeal, we conclude that the Wilkinsons are entitled to the damages contemplated by § 100.20(5), Stats.  See also Shands v. Castrovinci, 115 Wis.2d 352, 340 N.W.2d 506 (1983).  We therefore reverse the trial court's denial of the Wilkinsons' motion for summary judgment against EHM and M&I.  We remand with directions to enter judgment for the Wilkinsons.  The court is authorized to conduct a hearing on this question if necessary.

                        By the Court.—Judgment reversed and cause remanded with directions.

                        Not recommended for publication in the official reports.



     [1]  M&I First Nat'l Bank v. Episcopal Homes Management, Inc., No. 94-1294, slip op. (Wis. Ct. App. June 21, 1995).