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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) sought probate of a document dated July 22, 1936 as Pluhacek’s will and nominated herself as personal representative.
  • The proffered instrument was a preprinted form containing typewritten, printed, and handwritten insertions, signed by Pluhacek and witnessed by two Notre Dame Sisters.
  • The Douglas County Court denied informal probate sua sponte, concluding the document was not a will under Neb. Rev. Stat. § 30-2327 because material provisions were handwritten, and treated it as a holographic will under § 30-2328.
  • On formal probate after trial, the county court again denied probate, finding no testimony establishing the handwriting as Pluhacek’s and expressing doubt about the validity of a 1936 holographic-style instrument.
  • Hickey appealed; the Nebraska Supreme Court reviewed de novo the legal question whether the instrument satisfied § 30-2327’s “in writing” requirement.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the instrument is "in writing" under § 30-2327 when it is partly printed/typewritten and partly handwritten Hickey: instrument satisfies § 30-2327 because it is signed by the testator and two witnesses despite mixed media County court: handwritten portions mean the document is not "in writing" under § 30-2327 and thus not a valid formally executed will Court held the mixed-format document meets the "in writing" requirement of § 30-2327 and is validly executed
Whether the instrument should instead be treated as a holographic will under § 30-2328 and therefore fail for lack of proof of testator handwriting Hickey: unnecessary to invoke holographic-will statute because requirements of § 30-2327 are satisfied County court: treated instrument as holographic (or hybrid holographic) and found lack of handwriting proof and testamentary intent in handwritten portions alone Court held examining holographic-will statute unnecessary once § 30-2327 is satisfied; county court erred in treating it as holographic
Whether recognition of holographic form in 1936 would affect validity under § 30-2331 (choice-of-law) Hickey: not relevant because § 30-2327 governs and is satisfied County court: argued holographic wills not recognized in Nebraska in 1936, so § 30-2331 argument fails Court did not rely on § 30-2331; reversed probate denial under § 30-2327 and remanded for formal probate

Key Cases Cited

  • In re Estate of Balvin, 295 Neb. 346, 888 N.W.2d 499 (standard of review for probate legal questions)
  • In re Estate of Flider, 213 Neb. 153, 328 N.W.2d 197 (elements required by § 30-2327)
  • Cummings v. Curtiss, 219 Neb. 106, 361 N.W.2d 508 (two-witness requirement under § 30-2327)
  • In re Estate of Foxley, 254 Neb. 204, 575 N.W.2d 150 (discussion of holographic codicil and handwriting 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.