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In re Estate of Fuchs
297 Neb. 667
| Neb. | 2017
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Background

  • Gilbert R. Fuchs died May 29, 2012, survived by four children (Jim, Joseph, Julie, Jason).
  • Within a week, Jim and Joseph filed for informal appointment as copersonal representatives of Gilbert’s intestate estate, stating no will had been found; 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, arguing the formal probate was time barred under Neb. Rev. Stat. § 30-2408, that Jim was estopped by his prior representations and conduct, and that estate administration had progressed making probate improper.
  • The district court granted summary judgment for the objectors, holding the 3-year statute barred Jim’s petition and that Jim failed to prove equitable estoppel or entitlement to equitable tolling.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether § 30-2408’s 3-year bar is avoided because a prior informal proceeding was not fully completed Jim: prior proceeding must be fully adjudicated to trigger the bar; incomplete proceedings do not preclude the subsection (4) exception Objectors: any prior probate proceeding that "occurred" within 3 years (i.e., was commenced) bars late probate Court: "occurred" means commenced; prior informal proceeding need not be completed — statute bars Jim’s late petition
Whether equitable estoppel prevents invocation of § 30-2408 Jim: someone suppressed the will; objectors represented there was no will and induced reliance, so estoppel should apply Objectors: no evidence they knew of or concealed the will or intended suppression Court: Jim failed to prove concealment, knowledge, intent, or justifiable reliance; estoppel not established
Whether equitable tolling excuses filing after 3 years Jim: circumstances (disarray, documents scattered, late discovery) justify tolling Objectors: Jim started the informal proceeding promptly and was not prevented by any authority; he could have delayed initial filing or searched further Court: equitable tolling requires due diligence and typically involves restraint by a superior authority; Jim was not entitled to tolling

Key Cases Cited

  • Clarke v. First Nat. Bank of Omaha, 296 Neb. 632 (discussing § 30-2408 limitations framework)
  • Thomas v. Board of Trustees, 296 Neb. 726 (summary judgment standard)
  • In re Estate of Nemetz, 273 Neb. 918 (consideration of § 30-2408 when no prior proceeding was commenced)
  • In re Estate of Harris, 379 Mont. 474 (Montana case interpreting a Uniform Probate Code–style 3-year bar)
  • Bryan M. v. Anne B., 292 Neb. 725 (elements of equitable estoppel)
  • Macke v. Jungels, 102 Neb. 123 (equitable tolling when plaintiff restrained from proceeding)
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Case Details

Case Name: In re Estate of Fuchs
Court Name: Nebraska Supreme Court
Date Published: Sep 8, 2017
Citation: 297 Neb. 667
Docket Number: S-16-694, A-16-849
Court Abbreviation: Neb.