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In re Estate of Psota
297 Neb. 570
| Neb. | 2017
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Background

  • Sharlene Psota, after marrying Eldon Psota in 2011, signed a prenuptial agreement that disclaimed all rights to the other spouse’s property and waived spousal rights and allowances.
  • Eldon’s will, executed years before the marriage, did not bequeath anything to Sharlene, and Eldon’s estate consisted of about $10 million in assets.
  • Sharlene filed to be treated as an omitted spouse under Neb. Rev. Stat. § 30-2320, seeking a share of Eldon’s estate despite the prenuptial waiver.
  • The Estate argued the waiver was enforceable under § 30-2316, as Sharlene knowingly and voluntarily signed it.
  • The county court held the prenuptial agreement valid under § 30-2316, and denied Sharlene’s omitted-spouse application; Sharlene timely appealed.
  • Nebraska Supreme Court affirms, holding that a surviving spouse must prove both (b)(1) voluntariness and (b)(2) unconscionability/adequate knowledge to defeat the waiver under § 30-2316(b).

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Burden of proof under § 30-2316(b)(1)-(2) Sharlene argues Edwards/Mamot factors apply to voluntariness, making proof broader. Estate argues § 30-2316(b) requires proof of both voluntariness and knowledge/disclosure separately. Burden requires proof of both voluntariness and adequate knowledge (b(1) and (b)(2)).
Voluntariness standard under § 30-2316(b)(1) Sharlene contends voluntariness entails more than signing, invoking Edwards/Mamot factors. Estate asserts voluntariness stands as signing voluntarily; Edwards/Mamot not applicable to § 30-2316. Court adopts narrow voluntariness: established by signing voluntarily; Edwards/Mamot factors not applied.
Effect of omission of ‘or’ in § 30-2316(b) Sharlene urges an 'or' burden split akin to § 42-1006(1). Estate emphasizes plain language requires dual proof under (b)(1) and (b)(2). No reading in an implied ‘or’; party must satisfy both subsections to unenforce the waiver.
Adequate disclosure and knowledge (b)(2) Sharlene argues lack of complete disclosures in Exhibit A/B undermines knowledge. Exhibit disclosures were broad; parties acknowledged general knowledge of assets. Court did not reach unconscionability/knowledge analysis since voluntariness failed to be shown.

Key Cases Cited

  • In re Estate of Pluhacek, 296 Neb. 528 (2017) (discusses similar unconscionability/disclosure standards in probate context)
  • Mamot v. Mamot, 283 Neb. 659 (2012) (establishes burden to show unenforceability of premarital agreement)
  • Edwards v. Edwards, 16 Neb. App. 297 (2008) (five-factor test for premarital agreements; aids analysis of voluntariness)
Read the full case

Case Details

Case Name: In re Estate of Psota
Court Name: Nebraska Supreme Court
Date Published: Aug 25, 2017
Citation: 297 Neb. 570
Docket Number: S-16-873
Court Abbreviation: Neb.