In re Estate of Fuchs
297 Neb. 667
| Neb. | 2017Background
- Gilbert Fuchs died May 29, 2012, survived by four children; his papers were disorganized across two homes and vehicles.
- Jim and Joseph filed for informal appointment as copersonal representatives of Gilbert’s intestate estate on June 12, 2012, alleging no known will after reasonable diligence; they were appointed.
- On July 8, 2015, Joseph received a mailed envelope containing Gilbert’s 1987 will (which favored Jim) and delivered it to Jim; Jim filed for formal probate July 15, 2015.
- Julie and Jason objected, arguing Jim’s formal probate was time barred under Neb. Rev. Stat. § 30-2408 because an informal proceeding had already occurred within 3 years, and they asserted estoppel and laches theories.
- The district court granted the objectors’ motion for summary judgment, finding the 3-year limitation in § 30-2408 barred Jim’s late formal probate and that Jim failed to prove equitable estoppel or equitable tolling.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Applicability of § 30-2408 (3-year bar) | Jim: prior informal probate was not finally adjudicated, so exception applies — statute shouldn't bar formal probate. | Objectors: any prior probate proceeding "occurred" within 3 years, so exception (no prior proceeding) does not apply. | The statute’s plain language requires only that a prior proceeding "occurred"; the 3-year bar applied and Jim’s petition was time barred. |
| Equitable estoppel to overcome the statute | Jim: the will was deliberately suppressed by an heir, so objectors should be estopped from asserting the statute. | Objectors: no evidence they concealed the will or intended suppression. | Jim failed to present evidence of concealment, intent, or reliance; equitable estoppel not shown. |
| Equitable tolling of the 3‑year period | Jim: chaotic condition of decedent’s homes and delayed discovery justify tolling. | Objectors: Jim commenced an informal proceeding promptly and was not prevented by any authority; tolling not warranted. | Equitable tolling not appropriate; claimant lacked the required due diligence and no external restraint prevented filing. |
| Summary judgment standard | Jim: factual disputes (who suppressed will, discovery timing) preclude summary judgment. | Objectors: allegations are speculative and insufficient to create a genuine issue. | Conjecture/speculation cannot defeat summary judgment; court correctly granted summary judgment for objectors. |
Key Cases Cited
- Clarke v. First Nat. Bank of Omaha, 296 Neb. 632 (establishing interpretation of § 30-2408 exceptions)
- Thomas v. Board of Trustees, 296 Neb. 726 (summary judgment standards)
- In re Estate of Nemetz, 273 Neb. 918 (construction of § 30-2408 where no prior proceeding had been commenced)
- In re Estate of Harris, 379 Mont. 474 (Montana court applying UPC 3-year rule and exceptions)
- Macke v. Jungels, 102 Neb. 123 (equitable tolling where party was restrained from bringing suit)
