In re Estate of Abbott-Ochsner
299 Neb. 596
| Neb. | 2018Background
- Decedent Marcia Abbott-Ochsner executed a 2015 pour‑over will leaving her estate principally to son Mark; Mark was informally appointed personal representative after her death in 2016.
- Siblings Russell and Cynthia filed a petition in county court to set aside informal probate, alleging lack of capacity and undue influence, and requested appointment of a special administrator and a different personal representative.
- Mark filed a notice transferring the will‑contest portion of the county court proceeding to district court under § 30‑2429.01(1) and argued the county court thereafter lacked jurisdiction to appoint a special administrator.
- The county court held a hearing and on April 10, 2017, appointed a special administrator but did not remove Mark as personal representative; Mark appealed the appointment.
- The Nebraska Supreme Court held that an order appointing a special administrator under § 30‑2425 is not, by itself, a final appealable order and dismissed Mark’s appeal for lack of appellate jurisdiction.
Issues
| Issue | Mark’s Argument | Russell & Cynthia’s Argument | Held |
|---|---|---|---|
| Whether the county court had jurisdiction to appoint a special administrator after Mark transferred the will contest to district court | County court lost jurisdiction over the contested matters once transfer occurred; appointment therefore invalid | County court retained jurisdiction over ancillary probate matters and could appoint a special administrator pending district court resolution | Court declined to decide on merits because appeal was from a nonfinal order and dismissed for lack of jurisdiction |
| Whether the April 10, 2017 order appointing a special administrator was a final, appealable order | The appointment affected Mark’s substantial rights (loss of powers, costs to estate/heir) and thus was immediately appealable | Appointment did not finally affect Mark’s substantial rights; restrictions on Mark’s actions were already in place by commencement of formal proceedings | Appointment of a special administrator under § 30‑2425, without additional facts, is not a final order; appeal dismissed |
| Whether the court erred by admitting Cynthia’s affidavit at the county‑court hearing | Affidavit was hearsay, lacking foundation and unfair surprise; admission violated Mark’s rights | Affidavit was relevant to necessity for a special administrator; proper for county court to consider | Court did not reach evidentiary merits because it dismissed appeal for lack of finality/jurisdiction |
| Whether Mark was denied right to cross‑examine Cynthia on the petition and affidavit | Mark lacked opportunity to cross‑examine Cynthia before the county court acted, violating due process | The county court had discretion over procedure; matter related to interlocutory appointment | Court did not rule on cross‑examination claim due to dismissal for lack of appellate jurisdiction |
Key Cases Cited
- In re Conservatorship of Abbott, 295 Neb. 510, 890 N.W.2d 469 (Neb. 2017) (prior decision removing Mark as trustee affirmed and relevant factual history)
- In re Estate of Muncillo, 280 Neb. 669, 789 N.W.2d 37 (Neb. 2010) (denial of application to appoint special administrator held final and appealable in that context)
- In re Estate of Peters, 259 Neb. 154, 609 N.W.2d 23 (Neb. 2000) (reappointing personal representative after reopening estate not a final appealable order)
- In re Estate of Snover, 233 Neb. 198, 443 N.W.2d 894 (Neb. 1989) (discusses final‑order and probate procedure principles)
- In re Estate of Gsantner, 288 Neb. 222, 846 N.W.2d 646 (Neb. 2014) (orders determining personal representative’s fees are final)
- In re Estate of Potthoff, 273 Neb. 828, 733 N.W.2d 860 (Neb. 2007) (addresses when probate matters produce final orders)
