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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; a purported will dated July 22, 1936 was submitted for probate by Margaret Hickey (Provincial Superioress) naming the School Sisters de N.D., Inc. as beneficiary and the Provincial Superioress as executor.
  • The document is a preprinted form containing typewritten and handwritten insertions, signed by Pluhacek and witnessed by two Notre Dame Sisters.
  • The Douglas County Court denied informal and later formal probate, concluding the document was not “in writing” under Neb. Rev. Stat. § 30-2327 because material provisions were handwritten, and treated the instrument as a holographic (handwritten) will under § 30-2328.
  • The county court found no witness testimony establishing that the handwritten portions were in Pluhacek’s handwriting and questioned whether holographic wills were recognized in 1936.
  • Hickey appealed; the Nebraska Supreme Court reviewed whether the document satisfied § 30-2327’s execution requirements and whether the county court erred by relegating the instrument to holographic-will analysis.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the 1936 instrument is a validly executed will under Neb. Rev. Stat. § 30-2327 (writing, testator’s signature, two witnesses) Hickey: The instrument is "in writing" despite mixed printed/typed/handwritten content and meets § 30-2327 (signed by testator and two witnesses) County court: Substantial handwritten material means it is not "in writing" under § 30-2327; must be tested as a holographic will Court: Reversed—mixed printed/typed/handwritten documents satisfy the "in writing" requirement; instrument validly executed under § 30-2327
Whether the instrument must be treated as a holographic will and, if so, whether it was admissible given lack of handwriting proof and 1936 law Hickey: No need to invoke holographic-will statute because § 30-2327 is satisfied County court: Because material provisions are handwritten, it is a holographic (or hybrid) instrument; lacking handwriting identification and possibly invalid in 1936 Court: County court erred to analyze under § 30-2328; holographic-will analysis unnecessary once § 30-2327 requirements are met; remanded to admit will to formal probate

Key Cases Cited

  • In re Estate of Balvin, 295 Neb. 346, 888 N.W.2d 499 (Neb. 2016) (standard of review in probate appeals)
  • In re Estate of Flider, 213 Neb. 153, 328 N.W.2d 197 (Neb. 1982) (requirements for valid execution under statute)
  • Cummings v. Curtiss, 219 Neb. 106, 361 N.W.2d 508 (Neb. 1985) (two-attesting-witness requirement)
  • In re Estate of Foxley, 254 Neb. 204, 575 N.W.2d 150 (Neb. 1998) (discussion of handwritten codicils and holographic issues)
  • Stuck v. Howard, 213 Ala. 184, 104 So. 500 (Ala. 1925) (authority recognizing mixed-form writings satisfy writing requirement)
  • Succession of Bellanca v. Schiro, 517 So. 2d 1235 (La. App. 1987) (typewritten will with handwritten portions meets "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.