In re Estate of Fuchs
297 Neb. 667
Neb.2017Background
- Gilbert R. Fuchs died May 29, 2012, survived by four adult children: Jim, Joseph, Julie, and Jason.
- Jim and Joseph filed an application for informal appointment as copersonal representatives for an intestate estate on June 12, 2012 (within a week of death), alleging no will was found after diligent search; they were appointed.
- On July 8, 2015, Joseph received by mail a 1987 will naming Jim as sole devisee and personal representative; Jim filed for formal probate July 15, 2015 (over 3 years after death).
- Julie and Jason objected, moved for summary judgment, and alleged the probate was time barred under Neb. Rev. Stat. § 30-2408, that Jim had represented there was no will, and that estoppel/tolling did not apply.
- The district court granted summary judgment for the objectors, finding the formal probate was barred by the 3-year limitation, and that Jim failed to show equitable estoppel or equitable tolling.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Applicability of § 30-2408 3-year bar when a prior informal proceeding exists | §30-2408’s exception applies only if no prior proceeding fully adjudicated rights; prior proceeding must be completed before it bars the exception | Any prior formal or informal probate that occurred (i.e., was commenced) within 3 years bars later probate under §30-2408 | The plain meaning of “occur” requires only that a prior proceeding was commenced; the 2015 petition was time barred |
| Equitable estoppel to overcome statute of limitations (alleged suppression of will) | The will was deliberately suppressed by an heir; estoppel should prevent objectors from relying on the statute | No evidence that objectors intentionally concealed or knew of the will; allegations are speculative | Jim failed to present evidence of false representation, knowledge, or intent to suppress; estoppel not shown |
| Equitable tolling of the 3-year period | Tolling should apply because the will was hidden and the estate was in disarray, preventing timely discovery | Jim began the informal proceeding promptly and was not prevented by any authority from investigating further; no basis to toll | Equitable tolling requires due diligence and extraordinary circumstance; none proven here, so tolling denied |
Key Cases Cited
- Thomas v. Board of Trustees, 296 Neb. 726 (standard for reviewing summary judgment)
- Clarke v. First Nat. Bank of Omaha, 296 Neb. 632 (interpretation of §30-2408 and limitations under the Probate Code)
- In re Estate of Nemetz, 273 Neb. 918 (discussing §30-2408 application where no prior probate was commenced)
- In re Estate of Harris, 379 Mont. 474 (Montana decision applying a UPC-like 3-year rule and the exception for no prior proceedings)
- Macke v. Jungels, 102 Neb. 123 (equitable tolling where party was enjoined from proceeding)
- Brodine v. Blue Cross Blue Shield, 272 Neb. 713 (limits on tolling during parallel federal litigation)
