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