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