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In re Estate of Brinkman
308 Neb. 117
| Neb. | 2021
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Background

  • Decedent Michael R. Brinkman died leaving two children: Nicole (older) and Seth. Michael’s will named Kimberly Milius as personal representative; Nicole is not named in the will.
  • Article I defined “son” as Seth and stated references to “children” and/or “issue” shall include Seth and all children born or adopted after the will’s execution.
  • Article V devised the residue to the decedent’s “issue, per stirpes.” Article VII provides a fallback intestate distribution if no one is entitled under the will.
  • Nicole objected to probate and claimed a one-half undivided interest in the estate; the county court found the will patently ambiguous as to Nicole’s status and held she was not disinherited.
  • Milius (as personal representative and former next friend) and Seth appealed; Nebraska Supreme Court affirmed the county court, rejecting arguments that Nicole was excluded.

Issues

Issue Nicole's Argument Milius/Seth's Argument Held
Whether the appellate court has jurisdiction to hear the appeal The appeal should be dismissed for lack of jurisdiction based on the parties’ statuses §30-1601(2) allows any party or person affected by the final order (Seth as heir; Milius as personal representative) to appeal Court has jurisdiction; appeal permitted under §30-1601(2) and Seth was affected as an heir
Whether the will unambiguously disinherits Nicole (construction of “children”/“issue”) The will is ambiguous; “issue” should be read to include both Nicole and Seth so Nicole inherits The will is unambiguous and, by naming only Seth and later-born/adopted children, Michael intended to disinherit Nicole The word “include” creates a patent ambiguity; court construes the will to give effect to testator’s intent and holds Nicole is not disinherited and takes as an issue/child

Key Cases Cited

  • Brinkman v. Brinkman, 302 Neb. 315, 923 N.W.2d 380 (2019) (prior decision addressing jurisdictional posture of this matter)
  • In re Estate of Adelung, 306 Neb. 646, 947 N.W.2d 269 (2020) (subject-matter jurisdiction and statutory interpretation are questions of law)
  • In re Estate of Barger, 303 Neb. 817, 931 N.W.2d 660 (2019) (will/trust interpretation reviewed as a question of law)
  • Timberlake v. Douglas County, 291 Neb. 387, 865 N.W.2d 788 (2015) (the word “include” ordinarily introduces a non-exhaustive list)
  • In re Estate of Mousel, 271 Neb. 628, 715 N.W.2d 490 (2006) (parol evidence inadmissible for will interpretation absent latent ambiguity)
  • Jacobsen v. Farnham, 155 Neb. 776, 53 N.W.2d 917 (1952) (heirs favored; disinheritance must be express or by necessary implication)
Read the full case

Case Details

Case Name: In re Estate of Brinkman
Court Name: Nebraska Supreme Court
Date Published: Jan 8, 2021
Citation: 308 Neb. 117
Docket Number: S-20-235
Court Abbreviation: Neb.