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

  • Dorothy (Mary) Pluhacek died in 2015; Margaret Hickey, Provincial Superioress of the Notre Dame Sisters, sought probate of a 1936 document as Pluhacek’s will and appointment as personal representative.
  • The submitted document combined preprinted form text, typewritten material, and handwritten insertions; it was signed by Pluhacek and witnessed by two 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 evaluated as a holographic will under § 30-2328.
  • On formal probate after trial, the county court again denied probate, finding no evidence proving the handwritten portions were Pluhacek’s handwriting (so not a valid holographic will), and concluding holographic wills were not recognized in 1936 under choice-of-law analysis.
  • Hickey appealed; the Nebraska Supreme Court reviewed de novo whether the document satisfied § 30-2327’s execution requirements and reversed, ordering formal probate.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the mixed-format document is "in writing" under § 30-2327 (execution) Hickey: The will is valid under § 30-2327 because it is in writing, signed by testator, and witnessed by two persons despite mixed typed/printed/handwritten format County court: Substantial handwritten material meant the document was not "in writing" under § 30-2327 and thus was not validly executed Held: Reversed — mixed format satisfies "in writing"; document met § 30-2327 (signed and two witnesses) and was validly executed
Whether the instrument must be treated as a holographic will under § 30-2328 Hickey: No need — § 30-2327 satisfied, so holographic statute is inapplicable County court: Because material provisions were handwritten, it must be tested as holographic; no witness established handwriting, so invalid Held: Court declined holographic analysis as unnecessary once § 30-2327 was met; county court erred in applying § 30-2328
Choice-of-law / vintage-of-execution argument (1936) Hickey: Not necessary once § 30-2327 satisfied; law recognizes mixed-format writings as "writing" County court: Holographic wills not recognized in 1936, so cannot validate instrument under § 30-2331 conduit Held: Not reached as dispositive — appellate court decided the will was valid under current § 30-2327 and remanded for probate

Key Cases Cited

  • In re Estate of Balvin, 295 Neb. 346 (review standard for probate appeals)
  • In re Estate of Flider, 213 Neb. 153 (requirements for validly executed will under Nebraska law)
  • Cummings v. Curtiss, 219 Neb. 106 (two-witness requirement under Nebraska execution statute)
  • In re Estate of Foxley, 254 Neb. 204 (discussed by county court in relation to handwritten codicils/hybrid instruments)
  • Stuck v. Howard, 213 Ala. 184 (illustrative authority that mixed typewritten/handwritten instruments may satisfy "written" requirement)
  • Reynolds v. Massey, 219 Ala. (overruled in part; historical authority on form of wills)
  • Succession of Bellanca v. Schiro, 517 So. 2d 1235 (court recognizing that statutes requiring a will to be "written" include typewritten documents with handwritten portions)
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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.