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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 Omaha Notre Dame Sisters) sought probate of a 1936 document as Pluhacek’s will and appointment as personal representative.
  • The tendered instrument was a preprinted form with typewritten and handwritten insertions, signed by Pluhacek and witnessed by two Sisters on July 22, 1936.
  • The Douglas County Court denied informal probate, reasoning that because material provisions were handwritten the document was not "in writing" under Neb. Rev. Stat. § 30-2327 and treated it as a holographic will under § 30-2328.
  • On formal probate after a trial, the county court again denied probate, finding no evidence identifying the handwriting as Pluhacek’s and concluding the instrument was an invalid "hybrid" holographic will; it also rejected reliance on § 30-2331 (choice-of-law) given the 1936 execution date.
  • Hickey appealed; the Nebraska Supreme Court reviewed de novo whether the instrument satisfied § 30-2327 and whether the county court erred in treating it as an invalid holographic will.

Issues

Issue Plaintiff's Argument (Hickey) Defendant's Argument Held
Whether the instrument is a validly executed will under Neb. Rev. Stat. § 30-2327 ("in writing", signed by testator, and signed by two witnesses) The document, though partly preprinted/typed and partly handwritten, was "in writing," signed by Pluhacek, and witnessed by two Sisters — satisfying § 30-2327 County court: substantial handwritten portions meant it was not "in writing" under § 30-2327, so § 30-2328 (holographic) analysis was required Held: The instrument satisfied § 30-2327; "in writing" includes mixed-type documents; probate must be granted
Whether the instrument should instead be judged as a holographic will under § 30-2328 N/A (Hickey argued § 30-2327 controlled) County court: treated instrument as a holographic or "hybrid" holographic will; found insufficient proof that handwritten material was Pluhacek’s handwriting and that handwritten portions alone showed testamentary intent Held: County court erred to recharacterize the instrument as holographic because § 30-2327 was satisfied; no need to reach § 30-2328
Whether choice-of-law (validity under 1936 law) defeats probate under § 30-2331 The will validly executed under current § 30-2327; choice-of-law not a barrier County court: holographic wills were not recognized in Nebraska in 1936, so § 30-2331 would not help if instrument were holographic Held: Not reached; because § 30-2327 is met, historical recognition of holographic wills is immaterial

Key Cases Cited

  • In re Estate of Balvin, 295 Neb. 346 (reciting standard of review for probate appeals)
  • In re Estate of Flider, 213 Neb. 153 (defining statutory execution requirements for wills)
  • Cummings v. Curtiss, 219 Neb. 106 (confirming two-witness requirement)
  • In re Estate of Foxley, 254 Neb. 204 (discussed by county court regarding handwritten codicil/hybrid instruments)
  • Succession of Bellanca v. Schiro, 517 So. 2d 1235 (holding that a partly typewritten instrument with handwritten portions satisfies a statutory "writing" requirement)
Read the full case

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.