In re Estate of Fuchs
297 Neb. 667
| Neb. | 2017Background
- Gilbert died May 29, 2012, survived by four children (Jim, Joseph, Julie, Jason). No will was found during initial searches of Gilbert’s disorganized homes and vehicles.
- On June 12, 2012, Jim and Joseph filed an application for informal appointment as copersonal representatives of Gilbert’s intestate estate, alleging diligent search revealed no unrevoked will; they were appointed.
- On July 8, 2015, Joseph received by mail a 1987 will leaving the estate to Jim; Jim filed for formal probate July 15, 2015 (more than 3 years after death).
- Julie and Jason objected, moved for summary judgment, and argued Jim’s probate petition was time barred by Neb. Rev. Stat. § 30-2408, and alternatively that estoppel and prior distributions precluded probate.
- The district court granted summary judgment for the objectors, finding the § 30-2408 three-year limit barred Jim’s late probate and that Jim failed to prove equitable estoppel or tolling.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Does § 30-2408’s 3-year bar apply when an earlier informal probate was commenced but not completed? | Jim: prior proceeding must have fully adjudicated rights before it can bar the § 30-2408(4) exception. | Objectors: any prior formal or informal proceeding that "occurred" within 3 years bars the late-filed petition. | Court: "occur" means begun/commenced; the mere occurrence of a prior proceeding within 3 years bars the exception — petition time barred. |
| Equitable estoppel based on alleged suppression of the will | Jim: someone suppressed the will until after 3-year period; objectors should be estopped from asserting the statute. | Objectors: no evidence they concealed or knew of the will; no false representation. | Court: Jim failed to prove concealment, knowledge, intent, or detrimental reliance; estoppel not shown. |
| Equitable tolling of the 3-year limitation | Jim: chaotic estate and late discovery justify tolling. | Objectors: no extraordinary restraint prevented timely filing; Jim initiated proceedings promptly. | Court: equitable tolling requires due diligence and an extraordinary impediment; none shown here — tolling denied. |
Key Cases Cited
- Thomas v. Board of Trustees, 296 Neb. 726 (summary judgment standard and appellate review of facts)
- Clarke v. First Nat. Bank of Omaha, 296 Neb. 632 (interpretation of § 30-2408 and limitations under Nebraska Probate Code)
- In re Estate of Nemetz, 273 Neb. 918 (discussion of § 30-2408 exceptions when no prior proceeding was commenced)
- In re Estate of Harris, 379 Mont. 474 (Montana court construing a similar UPC three-year rule and exception)
- Bryan M. v. Anne B., 292 Neb. 725 (elements of equitable estoppel)
- Macke v. Jungels, 102 Neb. 123 (equitable tolling when plaintiff restrained from bringing claim)
