Justia Nebraska Supreme Court Opinion Summaries

Articles Posted in Trusts & Estates
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In this case from the Nebraska Supreme Court, the court considered an appeal from a successful will contest. The decedent, Rita A. Walker, died at the age of 84 and her son, Mark E. Walker, filed a petition for formal probate of a will purportedly executed by Rita shortly before her death. This will named Mark as the sole beneficiary and personal representative of Rita's estate, omitting her three other sons. One of these other sons, Michael J. Walker, contested the will, alleging that Rita lacked testamentary capacity at the time of the will's execution and that the will was the product of undue influence.The county court held a bench trial and concluded that while the will was validly executed, it would not admit it to probate because Mark had failed to prove Rita's testamentary capacity at the time of execution and that the will was the product of undue influence. The court ordered the case to proceed intestate and appointed Michael as personal representative.Mark appealed, arguing that the county court erred in excluding from evidence a document purported to be a prior will signed by Rita, which he contended was admissible under a hearsay exception and was relevant to the issues of testamentary capacity and undue influence.The Nebraska Supreme Court held that the document was admissible under a hearsay exception and was relevant. The court found that the document had a tendency to show that Rita had a constant and abiding scheme for the distribution of her property, rebutting charges of undue influence or lack of testamentary capacity. Therefore, the court reversed the county court's order refusing to admit the proposed will to probate and remanded the case for the county court to reconsider the existing record, including the contested document, in determining whether Mark met his burden of proving testamentary capacity and whether Michael met his burden of proving undue influence. View "In re Estate of Walker" on Justia Law

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The Supreme Court reversed the order of the district court denying Appellant's motion to intervene in a suit involving her husband's estate, holding that Appellant had a direct and legal interest in the litigation sufficient to support intervention under Neb. Rev. Stat. 25-238.Appellant was appointed to serve as personal representative of her deceased husband's estate. In that capacity, Appellant filed suit against the estate of her husband's brother. Thereafter, a special administrator was appointed to administer the estate of Appellant's husband, and the administrator advanced this litigation. Appellant subsequently filed a motion to intervene in this suit in her individual capacity. The district court denied the motion. The Supreme Court reversed, holding that Appellant had a direct and legal interest in the litigation and was entitled to intervene. View "Harchelroad v. Harchelroad" on Justia Law

Posted in: Trusts & Estates
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The Supreme Court reversed the judgment of the district court dismissing a petition filed by Stacy Ryan and her children (collectively, Stacy) challenging the validity of a 2015 will and codicil (2015 will) of Dr. Wayne L. Ryan, the late father of Stacy and her sister, Constance Ryan, holding that the district court abused its discretion when it dismissed this matter.Stacy argued that the 2015 will, which was subject to informal probate, was a product of undue influence and was not properly signed. The district court's order of dismissal was predicated on a joint stipulation for dismissal with prejudice, in which the estate and children of Wayne, except Constance, represented that they had resolved claims and defenses in this matter. The Supreme Court reversed, holding that the record did not show that all interested parties were protected in the proceeding, and therefore, the district court abused its discretion in dismissing this matter. View "In re Estate of Ryan" on Justia Law

Posted in: Trusts & Estates
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The Supreme Court vacated the order of the district court certifying that a certain prior order was a final judgment as to defendants other than Appellant in this case, holding that the certification was an abuse of discretion.This case arose in the context of estate planning carried out by the parents of five children, including Appellant. On appeal, Appellant argued that the district court erred in certifying a final judgment as to certain defendants under Neb. Rev. Stat. 25-1315 and that the court erred in overruling her motion to review the settlement agreement and instead approving the agreement. The Supreme Court vacated the order certifying a final judgment, holding that there was no final judgment because the district court did not make adequate specific findings to support certification under section 25-1315. View "Ryan v. Ryan" on Justia Law

Posted in: Trusts & Estates
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The Supreme Court dismissed this appeal from an order of the county court granting summary judgment in favor of the decedent's girlfriend, Lori Miller, in this dispute over the decedent's house, which comprised the majority of his trust's value, holding that this Court lacked jurisdiction to decide the merits of this matter.In a trust, Michael Hassler, the decedent, devised his house to Miller and bequeathed the trust's residuary to his children in equal shares. The Trustee deeded the house to Miller and allocated inheritance tax resulting from the transfer to the trust's residuary. Plaintiffs, Hassler's children, brought this action against the Trustee and Miller, seeking a determination, among other things, that trust amendments resulted from Miller's undue influence and that the inheritance tax obligations created by the transfer be collected from Miller. The county court granted partial summary judgment for Miller, ordering that inheritance taxes and legal and administrative expenses be paid out of the trust's residuary. The Supreme Court dismissed Plaintiffs' appeal, holding that the apportionment order was not a final order, and therefore, this Court lacked jurisdiction to decide the merits of this matter. View "In re Hessler Living Trust" on Justia Law

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The Supreme Court affirmed as modified the judgment of the district court dismissing this lawsuit brought by Cheryl Mueller to halt the pursuit of a setoff against the share of the estate of Lorine Mueller that would otherwise pass to Cheryl, holding that the merits of Cheryl's lawsuit should not have been entertained.At issue in this dispute over the administration of Lorine's estate (Estate) was whether a Nebraska judgment entered in favor of Lorine and against Cheryl, the widow of Lorine's deceased son, should be set off against the share of the Estate that would otherwise pass to Cheryl. In her complaint, Cheryl sought to halt the pursuit of a setoff by seeking a declaration that an agreement between Cheryl and Lorine's daughter, Margo Loop, precluded setoff. The district court dismissed this action with prejudice on summary judgment. The Supreme Court affirmed as modified, holding that the district court abused its discretion to the extent it reached the merits of this action. View "Mueller v. Peetz" on Justia Law

Posted in: Trusts & Estates
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The Supreme Court affirmed the judgment of the district court finding that Tonya Edwards and Jennifer Edwards failed to state a claim for contribution or indemnity and denying the Edwardses' claim for subrogation, holding that there was no error.The Edwardses, as assignees of Douglas County, brought complaints against the estate of Kenneth Clark seeking to recover expenses that County incurred in defending and settling lawsuits the Edwardses brought against it for allegedly responding negligently to acts of assault and battery committed by Clark. The district court concluded that the County was immune under the Political Subdivisions Tort Claims Act from claims arising out of battery, and therefore, the County did not have a common liability with Clark's estate. The court thus denied the claims for contribution or indemnity and for subrogation. The Supreme Court affirmed, holding that the district court did not err in dismissing the Edwardses' complaint. View "Edwards v. Estate of Clark" on Justia Law

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The Supreme Court affirmed the decision of the court of appeals dismissing Appellant's appeal from an order of the county court that ruled on Appellant's petition for trust administration, holding that the order from which Appellant attempted to appeal was not a final order.Appellant filed a petition for trust administration proceeding with regarding to a family trust. After the county court entered its order ruling on the petition Appellant appealed. The court of appeals dismissed the appeal. The Supreme Court affirmed, holding (1) the county court's ruling was not a final order in the trust administration proceeding; and (2) therefore, this Court lacked jurisdiction to hear this appeal. View "In re Estate of Scaletta" on Justia Law

Posted in: Trusts & Estates
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The Supreme Court reversed the judgment of the probate court denying a petition to assess state inheritance tax under Neb. Rev. Stat. 77-2002(1)(b) on real property that Decedents had deeded to their daughter (Daughter) decades prior while continuing to exercise control over and paying taxes on the property until they died, holding that the property was subject to Nebraska inheritance tax under section 77-2002(1)(b).Daughter brought this petition to assess state inheritance taxes on the subject real property. The county court concluded that the property should not be included in the Decedents' estate for purposes of inheritance tax because it was not "intended to take effect in possession or enjoyment, after his or her death." The Supreme Court reversed, holding (1) the stipulated facts showed that Decedents intended to retain possession and enjoyment of the property until death; and (2) therefore, the property was subject to Nebraska inheritance tax under section 77-2002(1)(b). View "In re Estate of Lofgreen" on Justia Law

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The Supreme Court affirmed the judgment of the county court declining to award prejudgment interest to the estate of Madeline A. Adlung (the Estate) following a remand to the county court for a redetermination of damages owed by Defendant, holding that there was no error in the district court's refusal to award interest on remand.Adelung's son, Kent Adelung, appealed from the decision of the county court finding him liable following an action for an equitable accounting sought by the Estate. The Supreme Court affirmed as modified. On remand, the Estate sought prejudgment interest. The county court denied the request. The Supreme Court affirmed, holding that the county court did not err in not applying prejudgment interest under Neb. Rev. Stat. 45-104 to the amount of the modified judgment on remand. View "In re Estate of Adelung" on Justia Law

Posted in: Trusts & Estates