YVONNE M. WHITE, FORMERLY KNOWN AS YVONNE M. GUBSER, APPELLEE, V. JAMISON PATRICK WHITE AND RYAN HOWARD WHITE, COPERSONAL REPRESENTATIVES OF THE ESTATE OF LEONARD P. WHITE, DECEASED, APPELLANTS.
No. S-22-024
Nebraska Supreme Court
May 17, 2024
316 Neb. 616
- Summary Judgment: Appeal and Error. An аppellate court reviews a district court‘s grant of summary judgment de novo, viewing the record in the light most favorable to the nonmoving party and drawing all reasonable inferences in that party‘s favor.
- ____: ____. An appellate court will affirm a lower court‘s grant of summary judgment if the pleadings and admitted evidence show that there is no genuine issue as to any material facts or as to the ultimate inferences that may be drawn from the facts and that the moving party is entitled to judgment as a matter of law.
- Judgments: Appeal and Error. In a bench trial of a law action, a trial court‘s factual findings have the effect of a jury verdict and will nоt be set aside on appeal unless clearly wrong. After a bench trial of a law action, an appellate court does not reweigh evidence, but considers the evidence in the light most favorable to the successful party and resolves evidentiary conflicts in favor of the successful party.
- Contracts: Judgments: Appeal and Error. The meaning of a contract is a question of law, in connection with which an appellate court has an obligation to reach its conclusions independently of the determinations made by the court below.
- Judgments: Appeal and Error. An appellate court may affirm a lower court‘s ruling that reaсhes the correct result, albeit based on different reasoning.
- ____: ____. An appellate court has an obligation to resolve questions of law independently of the conclusion reached by the trial court.
- Decedents’ Estates: Wills: Contracts: Breach of Contract. The effect of a valid contract for wills is not to create a cause of action against the decedent‘s estate, but instead is to create a cause of action for breach of contract.
- Antenuptial Agreements. Premarital agreements are contracts made in contemplation of marriage.
- ____. As a contract, a premarital agreement is governed by the same principles that are applicable to other contracts, but is subject to the particular statutory requirement that the premarital agreement must be based on fair disclosure.
- Contracts: Intent. When the terms of a contract are clear, a court may not resort to rules of construction, and terms are accorded their plain and ordinary meaning as an ordinary or reasonable person would understand them. In such a case, a court shall seek to ascertain the intention of the parties from the plain language of the contract.
Perry A. Pirsch, of Pirsch Legal Services, P.C., L.L.O., for appellants.
Brent M. Kuhn and Haley L. Cannon, of Brent Kuhn Law, for appellee.
HEAVICAN, C.J., MILLER-LERMAN, CASSEL, STACY, FUNKE, PAPIK, and FREUDENBERG, JJ.
I. INTRODUCTION
This appeal involves a dispute between a decedent‘s wife and the copersonal representatives of the decedent‘s estate over the ownership of $100,000 and a camper under the terms of a premarital agreement. The district court for Washington County, Nebraska, awarded the decedent‘s wife the $100,000 and the camper, and the Nebraska Court of Appeals affirmed. On further review, the copersonal representatives argue that the decedent‘s wife was barred from receiving either asset because she failed to timely file a claim against the estate, as required by
II. BACKGROUND
1. PREMARITAL AGREEMENT
Yvonne M. White, formerly known as Yvonne M. Gubser, and Leonard P. White (Lenny) executed a premarital agreement in September 2016 and marriеd approximately 2 weeks later.
Article 1 of the premarital agreement regarded Yvonne‘s and Lenny‘s separate property. Provision 1.1 defined “separate property” as “the assets and liabilities of the parties identified in [the agreement],” along with other types of assets not at issue here. Provision 1.2 of the agreement dealt with the rights of the parties retained in their separate property and stated that the parties each “individually shall have and retain all rights in and with respect to [their] own separate property” and that they each retained the “absolute and unrestricted right to manage, dispose of, or otherwise deal with such separate property in any manner whatsoever.” Provision 1.3 dealt with the identification of the separate property of the parties and similarly provided that each party is “the sole owner of, with absolute and unlimited inter vivos and testamentary rights of control, management, use, disposition, appointment and other exercise of ownership over” her or his separate property. Provision 1.4 stated the parties’ intention for their separate property to not be jointly owned and acquired by thе other “by virtue of marriage, survivorship or operation of law.”
Article 2 of the premarital agreement regarded Yvonne and Lenny‘s marital property. Provision 2.1 defined “marital property” as “all property herein after acquired by the parties,” except for the separate property as defined in the agreement. Provision 2.2 dealt with “personal and household articles,” which was stated to include “all articles of personal and household use . . . of every kind and description and wherever located, such as, by way of illustration . . . motor vehicles, boats, [and] sports equipment,” among other items. The provision went on to state that “[u]nless otherwise specifically agreed to by the parties at the time of purchase,” all such articles “later acquired by Yvonne and Lenny shall be deemed to be jointly owned, with full rights of survivorship.”
Article 4 of the premarital agreement was titled “Provisions on Death.” Provision 4.2 was a “[n]on-[d]iscretionary [p]rovision[],” which stated that “[i]n the event of Lenny‘s death, and if Yvonne survives him . . . Yvonne shall receive [$100,000] from Lenny‘s estate (and this provision shall be treated as a contract to make a Will as described in
Attached to the agreement were two еxhibits, one from Yvonne and the other from Lenny, which listed the separate property of each party existing at the time of the premarital agreement‘s execution. As is relevant to this appeal, no motor vehicles were listed as the separate property of either party.
2. APPLICATION FOR INFORMAL PROBATE AND APPOINTMENT AS REPRESENTATIVES
Lenny died in October 2018. In March 2019, Lenny‘s two sons, Jamison Patrick White and Ryan Howard White, filed an application in the county court for Washington County for the informal probate of Lenny‘s will and to be appointed as copersonal representatives of his estate. Attached to their appliсation was a copy of Yvonne and Lenny‘s premarital agreement, along with a copy of Lenny‘s will that was executed in 2006. Their application also stated that Lenny was married to Yvonne at the time of his death, that the premarital agreement included provisions Lenny made for Yvonne‘s benefit if he predeceased her, and that the agreement
Jamison and Ryan‘s application was granted, and a notice to creditors was published in March 2019, directing claims against Lenny‘s estate to be filed by a sрecified date 2 months later or be forever barred. The copersonal representatives subsequently filed an inventory with the court that showed no jointly owned property between Yvonne and Lenny and listed a “2015 Cyclone 4000 Fifth Wheel Camper” as an asset of Lenny‘s estate.
3. YVONNE‘S COMPLAINT
Thereafter, in September 2019, Yvonne filed a complaint against Jamison and Ryan in their capacity as copersonal representatives of Lenny‘s estate, alleging that the estate was subject to probate; that it had failed, refused, or neglected to pay her the $100,000 that was owed under the terms of the рremarital agreement; and that it had wrongfully claimed ownership of the camper. According to Yvonne, this constituted a material breach of the premarital agreement. Jamison and Ryan moved to dismiss Yvonne‘s complaint in the district court for lack of jurisdiction.
No order on the motion to dismiss appears in the record, but Jamison and Ryan subsequently filed an answer, alleging, in relevant part, that Yvonne failed to make a timely, valid claim against the estate to enforce the premarital agreement and that the camper did not belong to Yvonne under the terms of the premarital agreement. Yvonne replied that Jamison and Ryan were precluded from denying her claims, because their initial application filed in the probate proceeding attached a copy of and acknowledged the validity of the premarital agreement, which provided for her ownership of the property. Both parties moved for summary judgment, and the probate records were admitted into evidence.
4. DISTRICT COURT ORDERS
(a) Summary Judgment
After a hearing, the district court granted summary judgment in favor of Yvonne in the amount of $100,000. In doing so, the court found that because Jamison and Ryan‘s application in the county court probate proceedings included the statements about the premarital agreement, and further attached to the application a copy of the premarital agreement itself, they had judicially admitted that the premarital agreement was unrevoked and remained in full force and effect at the time of Lenny‘s death. As a result, the district court found as a matter of law that Jamison and Ryan had “waived the necessity of [Yvonne‘s] filing a claim in the probate estate” and that Yvonne‘s claim “was timely filed and not barred by any applicable statute of limitations.”
As to the ownеrship of the camper, however, the district court found that there were genuine issues of material fact and denied the parties’ competing motions for summary judgment.
(b) Trial
The relevant testimony at the bench trial related to the camper will be introduced and summarized in our analysis of the parties’ arguments. Following the trial, the district court entered an order finding that “from the four corners” of the premarital agreement, Yvonne was the owner of the camper. Specifically, under article 2 of the premarital agreement, the court considered the camper to be a “persоnal article” that Yvonne jointly owned with Lenny with full rights of survivorship. The district court reiterated in its written order that Yvonne‘s claim against the estate was timely, because Jamison and Ryan “waived the necessity of [Yvonne‘s] filing a claim in the probate estate by virtue of the terms of” their application for informal probate.
5. DECISION OF THE COURT OF APPEALS
In a published opinion, the Court of Appeals affirmed the judgment of the district court.1 As to Yvonne‘s entitlement
to the payment of $100,000, the majority of the court first assumed, without deciding, that her complaint against Lenny‘s estate for the $100,000 was a claim subject to
The majority of the court further found that Yvonne was entitled to the camper because the premarital agreement unambiguously provided that “personal and household articles” acquired after the marriage, including motor vehicles, would be deemed jointly owned with full rights of survivorship unless the parties specifically agreed otherwise at the time of purchase, and there was no evidence adduced to that effect.4 As to Jamison and Ryan‘s argument that the district court erred in failing to order Yvonne to reimburse the estate for certain costs that the estate allegedly paid in connection with the camper, the majority did not address that argument because it was not specifically assigned as error in Jamison and Ryan‘s brief on appeal.5
The concurring opinion of the Court of Appeals agreed with the affirmance of both of the district сourt‘s awards to Yvonne but would not have found that Jamison and Ryan‘s actions in the probate proceedings satisfied the filing requirement for a claim under
of the $100,000 and the ownership of the camper did not constitute a “claim” against the estate, but, rather, that she was a beneficiary of the estate entitled to the assets she sought under a breach of contract theory according to the terms of the premarital agreement.7
We granted Jamison and Ryan‘s petition for further review.
III. ASSIGNMENTS OF ERROR
Jamison and Ryan assign, restated, that the Court of Appeals erred in (1) affirming the district court‘s grant оf summary judgment and award of $100,000 in Yvonne‘s favor and (2) affirming the district court‘s award of the camper to Yvonne.
IV. STANDARD OF REVIEW
[1] An appellate court reviews a district court‘s grant of summary judgment de novo, viewing the record in the light most favorable to the nonmoving party and drawing all reasonable inferences in that party‘s favor.8
[3] In a bench trial of a law action, a trial court‘s factual findings have the effect of a jury verdict and will not be set aside on appeal unless clearly wrong.10 After a bench trial of a law action, an appellate court does not reweigh evidence, but considers the evidence in the light most favorable to the
successful party and resolves evidentiary conflicts in favor of the successful party.11
[4] The meaning of a contract is a question of law, in connection with which an appellate court has an obligation to reach its conclusions independently of the determinations made by the court below.12
V. ANALYSIS
Jamison and Ryan first assign that the Court of Appeals erred in affirming the district court‘s grant of summary judgment and award of $100,000 in Yvonne‘s favor. They argue that their application for informal probate of Lenny‘s estate did not constitute an “acknowledgment of a valid claim held by Yvonne against the estate for $100,000” and did not relieve Yvonne of complying with the requirements stated in
[5] That argument assumes that
1. NONCLAIM STATUTE NOT APPLICABLE
At the outset of its majority opinion, the Court of Appeals assumed, without deciding, that Yvonne‘s suit in the district
court was the assertion of a claim as defined in
[6] In contrast, we find that the issue of whether Yvonne‘s suit was bound by the nonclaim statute presents a question of law that needs to be addressed. An appellate court has an obligation to address and
Under the NPC, creditors’ claims in probate proceedings must be brought within the time limitations set forth in the nonclaim statute.18 In
As relevant to this appeal, the nonclaim statute provides that a qualifying claim against a decedent‘s estate which arises at or after the death of the decedent must be presented within 4 months after it arises.20 We have consistently held that the requirements of the nonclaim statute are mandatory, and where a claim is not filed within the applicable time
provided in the statute, absent an excuse for the delay or relief granted, it is forever barred.21 We have also consistently held that “mere notice” of a claim against a decedent‘s estate fails to satisfy the requirement in
Here, the approach adopted by the majority of the Court of Appeals was that “the affirmative act by the copersonal representatives of filing in the probate proceeding a copy of the premarital agreement and an attestation that it remained in effect” went “above and beyond notice of a potential claim” and was an “acknowledgment of a valid claim” that reliеved Yvonne of complying with the time limitations for filing a claim against Lenny‘s estate.24 We view this approach as conflicting with our precedents stated above.
Even so, for the nonclaim statute and its limitations on the presentation of claims to apply to Yvonne‘s suit, the
underlying cause of action against the decedent‘s estate must qualify as a
(a) $100,000
As to the $100,000, Yvonne‘s complaint alleged that under the premarital agreement, she was entitled to receive that sum from the estate. As noted above, the relevant section of the premarital agreement was a “[n]on-[d]iscretionary [p]rovision[],” stating that if Yvonne survived Lenny, she “shall receive [$100,000] from Lenny‘s estate.” The provision then explicitly stated that “this provision shall be treated as a contract to make a Will as described in
The statute mentioned there,
In the present case, no one appears to dispute that the premarital agreement was a writing signed by Lenny evidencing a contract with Yvonne or that the agreement called for Yvonne to receive $100,000 if she survived Lenny. Provision
4.2 of the premarital agreement thus satisfies the requirements of
[7] With that said, the question of whether Yvonne‘s suit seeking the payment of the $100,000 from Lenny‘s estate was time barred according to the nonclaim statute is easily answered: No, it was not. This determination is predicated on our previous holding that the effect of a valid contract for wills is not to create a cause of action against the decedent‘s estate, but instead is to create a cause of action for breach of contract.27 As a result, Yvonne was a beneficiary of the estate, not a creditor or a claimant against it. Her breach of contract suit for the payment of the $100,000 was not the assertion of a “claim” as defined by
Jamisоn and Ryan do not dispute that they never paid Yvonne the $100,000 from the estate, despite acknowledging that the premarital agreement was unrevoked and remained in full force and effect at the time of Lenny‘s death. It is therefore apparent that Jamison and Ryan, in their capacity as copersonal representatives of
By statute, an action for breach of written contract must be brought within 5 years of the cause of action.28 Lenny died in 2018, the copersonal representatives of his estate were appointed in March 2019, and Yvonne brought her suit against the copersonal representatives in September 2019.
(b) Camper
Yvonne‘s suit for the camper was likewise not a claim subject to the nonclaim statute and was not barred from being asserted for being untimely filed; it was instead a dispute regarding the title of a specific asset allegedly belonging to Lenny‘s estate.
As mentioned,
2. INTERPRETATION OF PREMARITAL AGREEMENT AS TO CAMPER
Jamison and Ryan next assign that the Court of Appeals erred in interpreting the terms of the premarital agreement to award Yvonne the camper. They argue that the court erred in relying on the terms of article 2, provision 2.2, of the premarital agreement, as well as the testimony of Yvonne at the bench trial, to find that Yvonne and Lenny owned the camper as a joint asset. Instead, Jamison and Ryan assert that the court failed to properly consider other provisions of the premarital agreement related to the separate property of Yvonne and Lenny that was brought into the marriage, as well as the testimony at the trial, which they argue showed that Lenny did not intend for the camper to be a marital asset. We disagree
and find no error in affirming the district court‘s award of the camper to Yvonne according to the premarital agreement.
[8-10] Premarital agreements are contracts made in contemplation of marriage.30 We have further said that as a contract, a premarital agreement is governed by the same principles that are applicable to other contracts, but is subject to the particular statutory requirement that the premarital agreement must be based on fair disclosure.31 In interpreting contracts, the court as a matter of law must first determine whether the contract is ambiguous.32 When the terms of a contract
In this case, provision 2.2 of the premarital agreement stated in relevant part that, as used in the agreement, the term “personal and household articles” included “all articles of personal and household use . . . of every kind and description and wherever located, such as, by way of illustration, motor vehicles, boats, [and] sports equipment.” (Emphasis supplied.) The provision further stated that “[u]nless otherwise specifically agreed to by the parties at the time of purchase, all personal and household articles later acquired by Yvonne and Lenny shall be deemed to be jointly owned, with full rights of survivorship.”
We agree with Yvonne that the camper falls within the language of provision 2.2 of the premarital agreement. The terms of that prоvision are clear, so we accord them their
plain and ordinary meaning. In particular, the provision prescribed that personal and household items acquired by Yvonne and Lenny after marriage were deemed to be jointly owned with full rights of survivorship unless otherwise agreed to by the parties. “[P]ersonal and household articles” was defined to include, among other things, motor vehicles and boats. A camper is arguably a motor vehicle under the plain meaning of that term.35 But, even if not seen as such, a camper is, at a minimum, similar to motor vehicles and boats. Further, it is uncontroverted that the сamper here was acquired after Yvonne and Lenny were married. And Yvonne testified at the trial that she was not aware of any agreement with Lenny at the time of the camper‘s purchase that it was to be treated as his separate property, nor did she “execute[] any document after the premarital agreement that said anything like that.” As such, we are of the view that the camper should be deemed jointly owned with full rights of survivorship.
Jamison and Ryan‘s arguments on appeal do not persuade us otherwise. First, they argue that the camper was not intended to be a joint asset, based on the language in the premarital agreement related to Yvonne and Lenny‘s separate property existing at the time of their marriage, which is provided above, as well as on certain testimony presented at the trial. Specifically, the relevant testimony was that Lenny owned a different “Bighorn” camper (Bighorn) from before he and Yvonne were married but that sometime after they were married, Lenny traded in the Bighorn to pay for a portion of the price of the camper at issue here. Lenny then paid for the remainder of the camper‘s price with a check from a home equity line of credit from his bank and titled the camper solely in his name using Jamison‘s address.
These facts do not render the camper as Lenny‘s separate property, as Jamison and Ryan suggest. The other testimony
at the trial nevertheless established that the camper at issue was acquired after Yvonne and Lenny were married, and there is no evidence in the record of an agreement between them that the camper was intended
Jamison and Ryan also argue that “personal and household articles” in provision 2.2 of the premarital agreement was intended to apply only to items such as an air fryer and a bedspread that Yvonne testified about, rather than the camper. This argument fails to acknowledge that “motor vehicles” were expressly included in the premarital agreement‘s definition of personal and household articles. Based on all these facts, the camper at issue here was a joint аsset under the premarital agreement, and the other provisions in the agreement related to the separate property are immaterial here. Jamison and Ryan‘s statement on appeal that “[Lenny] didn‘t intend his Camper as a marital asset” at the time of its purchase is a mere assertion that is unsubstantiated by the record.36
As to Jamison and Ryan‘s additional argument that the district court erred in failing to order Yvonne to reimburse the estate for certain costs that the estate allegedly paid in connection with the camper, we need not address that argument here. Although this argument wаs made in their brief before the Court of Appeals, it was not assigned as an error, so the Court of Appeals was correct to not opine on it.37 To allow Jamison and Ryan to renew the same argument here on further review in support of a different assignment of error would defeat the purpose of this rule.
VI. CONCLUSION
Our conclusion is based on somewhat different reasoning than that of the Court of Appeals, but we determine that its decision affirming the district court‘s judgment was correct. We therefore affirm.
AFFIRMED.
