Brinkman v. Brinkman
923 N.W.2d 380
Neb.2019Background
- Testator Michael R. Brinkman died leaving two known children: Nicole (older) and Seth (younger). Seth’s mother, Kimberly Millus, is the personal representative of the estate.
- Will’s relevant provisions: Article I defined “son” as Seth and defined “children”/“issue” to include Seth and any children born or adopted after execution; Article V devised the residue to “my issue, per stirpes.” Nicole was not named.
- Nicole filed a declaratory-judgment action in district court seeking a ruling that she is entitled to one-half of the residue (as an heir/issue).
- The estate (Seth and Millus) moved for summary judgment, arguing the will unambiguously limited “issue” to Seth and post-execution children, effectively disinheriting Nicole; the district court agreed and granted summary judgment for the estate.
- After supplemental briefing, the Supreme Court identified and addressed a jurisdictional-priority issue: a probate action concerning the same will was pending in county court before Nicole filed in district court and remained pending.
- The Nebraska Supreme Court reversed the district court, holding the county court had jurisdictional priority and directing dismissal of the district-court declaratory action without prejudice.
Issues
| Issue | Nicole’s Argument | Estate’s Argument | Held |
|---|---|---|---|
| Whether the district court could decide declaratory action construing the will while a county-court probate action on the same will remained pending | Nicole argued the district court had jurisdiction to decide a declaratory-judgment action under § 25-21,150 and that district courts have power to construe wills | Estate argued county court had (exclusive) original jurisdiction over probate and will construction under county-court statutes | County and district courts have concurrent jurisdiction over will construction, but under the doctrine of jurisdictional priority the county court—having first acquired jurisdiction in the pending probate—retained priority; district court erred and case must be dismissed without prejudice |
| Whether the district court should reach the merits (will ambiguity/disinheritance) | Nicole argued the will did not expressly disinherit her and was ambiguous regarding “issue” | Estate argued the will unambiguously defined “issue” to include only Seth and any subsequently born/adopted children, excluding Nicole | Court did not reach merits; dismissed district action on jurisdictional-priority grounds so merits remain for the court with priority (county court) |
Key Cases Cited
- Jesse B. v. Tylee H., 293 Neb. 973, 883 N.W.2d 1 (2016) (jurisdictional-priority doctrine applied where concurrent courts had pending actions)
- Charleen J. v. Blake O., 289 Neb. 454, 855 N.W.2d 587 (2014) (explains standards for jurisdictional priority and when two matters present the same "whole issue")
- Ptak v. Swanson, 271 Neb. 57, 709 N.W.2d 337 (2006) (district court power to construe wills in declaratory-judgment actions)
- In re Estate of Steppuhn, 221 Neb. 329, 377 N.W.2d 83 (1985) (discusses relationship of county and district court jurisdiction over probate and equity matters)
