In re Estate of Severson
310 Neb. 982
| Neb. | 2022Background
- Ryan Severson died in March 2017; no prior probate or personal representative had been appointed.
- In March 2021, creditor Don Feik filed an informal-appointment application nominating Severson’s mother, Diane Kelly (now Schubert), as personal representative so she could be served as a defendant in a pending Kearney County auto-tort case.
- Kelly objected, refused to accept the appointment, and argued the appointment proceeding was time-barred under Neb. Rev. Stat. § 30-2408 (more than 3 years after death).
- The Franklin County probate court appointed Kelly, waived publication/inventory/bond, and issued letters of personal representative despite no filed acceptance or qualification.
- Kelly appealed; the Nebraska Supreme Court considered only the probate appointment and issuance of letters (not the Kearney County civil case) and reversed issuance of letters because statutory qualification/acceptance had not occurred; it remanded for further proceedings.
Issues
| Issue | Plaintiff's Argument (Feik) | Defendant's Argument (Kelly) | Held |
|---|---|---|---|
| Whether the probate appointment order was a final, appealable order | The appointment (and issuance of letters) ended a discrete phase and imposed duties, so it is final | Order is not final / court lacked jurisdiction because of time bar | Order was final (special proceeding; affected substantial right) |
| Whether letters could be issued without the appointee's acceptance and qualification | Court may appoint and issue letters to enable service in tort case | One who refuses cannot be compelled; letters require prior qualification and written acceptance | Letters were improperly issued; issuance reversed because statutes require qualification/acceptance before letters |
| Whether § 30-2408 barred commencing an appointment proceeding more than 3 years after death | § 30-2408 allows tardy informal appointment if no probate proceeding occurred within 3 years; proceeding may be commenced | Section 30-2408 bars tardy appointment and court lacks jurisdiction | Exception in § 30-2408(4) applies; proceeding could be commenced, but claims (other than expenses of administration) are limited |
| Scope of probate court’s reasoning re: Kearney County civil case | The probate court’s order needed to address interplay with the civil case to avoid absurd results | Probate court lacked authority to render advisory opinions about the civil case | Court reversed any portions that opined on matters outside the appointment proceeding; advisory questions left open |
Key Cases Cited
- In re Estate of Beltran, 964 N.W.2d 714 (Neb. 2021) (final-order analysis in probate special proceedings)
- In re Estate of Larson, 953 N.W.2d 535 (Neb. 2021) (substantial-right standard; discrete-phase finality)
- In re Guardianship of Nicholas H., 958 N.W.2d 661 (Neb. 2021) (acceptance required before issuance of letters in guardianship context)
- Matter of Estate of Cluff, 587 P.2d 128 (Utah 1978) (a court cannot compel an unwilling person to serve as administrator)
- In re Estate of Nemetz, 735 N.W.2d 363 (Neb. 2007) (statutory interpretation; § 30-2408 permit for tardy proceedings)
- In re Estate of Radford, 901 N.W.2d 261 (Neb. 2017) (rule on bill of exceptions and appellate evidence)
- Ader v. Estate of Felger, 375 P.3d 97 (Ariz. Ct. App. 2016) (interpretation that tardy-appointment clause limits recoverable claims)
- State ex rel. Peterson v. Ebke, 930 N.W.2d 551 (Neb. 2019) (court should not render advisory opinions)
