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In re Estate of Pluhacek
296 Neb. 528
| Neb. | 2017
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Background

  • Dorothy (Mary) Pluhacek died July 1, 2015; Hickey (Provincial Superioress of the School Sisters de N.D.) submitted a purported will dated July 22, 1936 and sought appointment as personal representative.
  • The document combined preprinted form language, typewritten material, and handwritten insertions; it was signed by Pluhacek and attested by two witnesses (also Notre Dame Sisters).
  • The Douglas County Court denied informal probate sua sponte, reasoning that because material provisions were handwritten the document was not "in writing" under Neb. Rev. Stat. § 30-2327 and therefore had to be treated (and proved) as a holographic will under § 30-2328.
  • Hickey filed for formal probate; after trial the county court again denied formal probate, finding no evidence verifying the handwritten portions were Pluhacek’s and expressing doubt about treating the instrument as a valid holographic or hybrid holographic will.
  • Hickey appealed; the Nebraska Supreme Court reviewed de novo whether the instrument satisfied the statutory execution requirements of § 30-2327.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the instrument is "in writing" and validly executed under Neb. Rev. Stat. § 30-2327 Hickey: The mixed form (printed/typewritten/handwritten) is nonetheless "in writing," and the will is signed and witnessed, satisfying § 30-2327 County court: Because material provisions were handwritten, the instrument was not "in writing" under § 30-2327 and thus not validly executed Held: Reversed — the mixed-form document is "in writing," signed by testator and two witnesses, satisfying § 30-2327
Whether the instrument must be proved as a holographic will (§ 30-2328) Hickey: No need to invoke holographic-will statute because § 30-2327 requirements are met County court: Treated instrument as holographic or hybrid and required handwriting proof under § 30-2328 Held: Court rejected this approach; § 30-2327 governs when its requirements are met, so holographic analysis unnecessary
Whether § 30-2331 (validity under foreign/former law at execution) saves the instrument if holographic County court: Argued holographic wills were not recognized in 1936, so § 30-2331 would not validate the instrument Hickey: Primary reliance was on § 30-2327 rather than § 30-2331 Held: Court did not need to reach § 30-2331 because § 30-2327 was satisfied

Key Cases Cited

  • In re Estate of Balvin, 295 Neb. 346, 888 N.W.2d 499 (Neb. 2016) (standard of review for probate matters)
  • In re Estate of Flider, 213 Neb. 153, 328 N.W.2d 197 (Neb. 1982) (requirements for valid execution under the execution statute)
  • Cummings v. Curtiss, 219 Neb. 106, 361 N.W.2d 508 (Neb. 1985) (two witnesses required under the execution statute)
  • In re Estate of Foxley, 254 Neb. 204, 575 N.W.2d 150 (Neb. 1998) (discussed holographic codicil and handwriting-requirements precedent)
  • Succession of Bellanca v. Schiro, 517 So. 2d 1235 (La. App. 1987) (typewritten will with handwritten portions satisfies a "written" requirement)
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Case Details

Case Name: In re Estate of Pluhacek
Court Name: Nebraska Supreme Court
Date Published: Apr 27, 2017
Citation: 296 Neb. 528
Docket Number: S-16-654
Court Abbreviation: Neb.