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