In re Estate of Brinkman
953 N.W.2d 1
Neb.2021Background
- Michael R. Brinkman died leaving two children: Nicole (older) and Seth; his will named Kimberly Milius as personal representative.
- Article I defined “son” as Seth and stated that references to “children” and/or “issue” shall include Seth and any children born or adopted after execution; Nicole was not named.
- Article V devised the residuary estate to the testator’s “issue, per stirpes.”
- Nicole objected, claiming entitlement to one-half of the residue; the county court ruled the will was patently ambiguous as to Nicole’s status and held she was not disinherited.
- Milius (as personal representative) and Seth appealed, arguing the will excluded/disinherited Nicole; the Nebraska Supreme Court affirmed the county court.
Issues
| Issue | Plaintiff's Argument (Nicole) | Defendant's Argument (Seth/Milius) | Held |
|---|---|---|---|
| Appellate subject-matter jurisdiction to hear the appeal | Court lacked jurisdiction because of challenges to the appellants’ statuses | §30‑1601(2) allows any party or person affected to appeal; PR is a party and Seth is an affected heir | Court had jurisdiction; appeal permitted under §30‑1601(2) |
| Whether the will is ambiguous regarding Nicole’s status | The will is ambiguous (patent) and should be construed to include Nicole as issue/child | The will is unambiguous or only latently ambiguous; the word “include” shows intent to add only named persons, excluding Nicole | The word “include” created a patent ambiguity that must be resolved by interpreting the will as a whole; ambiguity remedied in favor of inclusion |
| Whether Nicole was expressly or impliedly disinherited by the will | No express disinheritance; provisions (including Article VII) show no intent to disinherit | Omission from Article I list and definition shows an intent to exclude/disinherit Nicole | No express or necessary-implication disinheritance; courts will not infer disinheritance absent clear language; Nicole takes as issue/child |
Key Cases Cited
- Timberlake v. Douglas County, 291 Neb. 387, 865 N.W.2d 788 (2015) ("include" precedes list and normally indicates a nonexclusive, partial list)
- In re Estate of Mousel, 271 Neb. 628, 715 N.W.2d 490 (2006) (distinguishes latent and patent ambiguities and limits parol evidence)
- Jacobsen v. Farnham, 155 Neb. 776, 53 N.W.2d 917 (1952) (heir not held disinherited except by express provisions or necessary implication)
- In re Estate of Adelung, 306 Neb. 646, 947 N.W.2d 269 (2020) (jurisdictional principles in probate appeals)
- Clutter v. Merrick, 162 Neb. 825, 77 N.W.2d 572 (1956) (estate distribution is in rem; heirs are interested persons entitled to appear on appeal)
- In re Estate of Etmund, 297 Neb. 455, 900 N.W.2d 536 (2017) (rules for ascertaining testator intent and will construction)
