In re Estate of Psota
297 Neb. 570
| Neb. | 2017Background
- Sharlene Psota, age unspecified, applied to be treated as an omitted spouse after Eldon Psota’s death in 2013; Eldon’s will predated the marriage and did not include Sharlene.
- Sharlene and Eldon married on Sept. 24, 2011, both previously married with children from prior marriages; a prenuptial agreement was signed a few days before the wedding.
- Prenuptial agreement stated both parties disclaimed any interest in the other’s pre-marital property and waived various spousal rights, including elective share and exemptions, with attached schedules listing each party’s property in general terms.
- Eldon died in August 2013; the estate valued at approximately $10 million, largely real property; the agreement did not list personal property or include tax returns, and statements disclosed were general, not fully itemized.
- County court held the prenuptial agreement was a valid waiver under § 30-2316; Sharlene appealed, and the Nebraska Supreme Court affirmed the probate court’s denial of her omitted-spouse relief.
- Question presented: whether the absence of explicit property valuations and the lack of tax returns in the prenuptial agreement affect the enforceability of the waiver under § 30-2316.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Burden of proof for voluntariness under §30-2316(b)(1). | Sharlene argues Edwards/Mamot factors apply to voluntariness. | Eldon’s estate contends plain language requires proof of both (b)(1) and (b)(2). | Surviving spouse must prove both (b)(1) and (b)(2); court affirms voluntariness not shown. |
| Unconscionability and disclosure requirements under §30-2316(b)(2). | Waiver could be unenforceable due to lack of fair disclosure and knowledge. | Agreement provided general disclosures and waiver language; no failure shown. | Issue not reached because voluntariness not proven. |
| Impact of missing 'or' connector between (b)(1) and (b)(2) on evidentiary burden. | Should treat as requiring only one standard or broader proof. | Statutory text requires dual proof; no logical reason to read in 'or'. | Nebraska law requires satisfaction of both subsections (b)(1) and (b)(2). |
| Whether Edwards/Mamot five-factor test applies to §30-2316 review. | Argues Edwards/Mamot factors should govern voluntariness. | Those factors are for premarital agreements; not applicable here. | Rejected; Edwards/Mamot factors not adopted for §30-2316; focus on statutory text. |
Key Cases Cited
- In re Estate of Pluhacek, 296 Neb. 528 (2017) (relevance to unconscionability and disclosure under similar statute §42-1006(1))
- Mamot v. Mamot, 283 Neb. 659 (2012) (prospective standard for burden of proof in premarital agreements)
- Edwards v. Edwards, 16 Neb. App. 297 (2008) (five-factor test, discussion of voluntariness in premarital context)
- In re Conservatorship of Abbott, 295 Neb. 510 (2017) (discretionary considerations in probate/waiver contexts)
- State v. Warriner, 267 Neb. 424 (2004) (case informing voluntariness/waiver analysis in Nebraska)
