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. A-22-024
Nebraska Court of Appeals
March 28, 2023
31 Neb. App. 691
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Summary Judgment: Appeal and Error. An appellate court affirms 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. - ____: ____. In reviewing a summary judgment, an appellate court views the evidence in the light most favorable to the party against whom the judgment was granted, and gives that party the benefit of all reasonable inferences deducible from the evidence.
- Judgments: Appeal and Error. When reviewing questions of law, an appellate court resolves the questions independently of the lower court‘s conclusion.
- ____: ____. 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.
- ____: ____. 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.
- Decedents’ Estates: Claims: Time. The requirements of
Neb. Rev. Stat. § 30-2485 (Reissue 2016) are mandatory, and where a claim is not filed within the time provided in the statute, it is barred. - Decedents’ Estates. The purpose of
Neb. Rev. Stat. § 30-2485 (Reissue 2016) is to facilitate and expedite proceedings to distribute a decedent‘s estate, including an early appraisal of the respective rights of interested persons, which include creditors, and prompt settlement of demands against the estate. - Decedents’ Estates: Claims: Notice. Mere notice to a representative of an estate regarding a possible demand or claim against the estate does not constitute presenting or filing a claim under
Neb. Rev. Stat. § 30-2486 (Reissue 2016). - Antenuptial Agreements. Premarital agreements are contracts made in contemplation of marriage.
- Contracts: Intent. If a contract is unambiguous, the intent of the parties
must be determined from the contents of the contract. - Contracts. The interpretation of a contract and whether the contract is ambiguous are questions of law subject to independent review.
- Appeal and Error. In order to be considered by an appellate court, an alleged error must be both specifically assigned and specifically argued in the brief of the party asserting the error.
Appeal from the District Court for Washington County: JOHN E. SAMSON, Judge. Affirmed.
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.
MOORE, RIEDMANN, and BISHOP, Judges.
RIEDMANN, Judge.
INTRODUCTION
Jamison Patrick White and Ryan Howard White, as copersonal representatives of the estate of Leonard P. White, appeal the order of the district court for Washington County, Nebraska, granting summary judgment in favor of Yvonne M. White, formerly known as Yvonne M. Gubser, based on its finding that Yvonne was entitled to the payment of $100,000 from Leonard‘s estate, pursuant to the terms of a premarital agreement between Yvonne and Leonard. Jamison and Ryan also appeal the district court‘s award of a camper to Yvonne based on its interpretation of the premarital agreement.
BACKGROUND
Yvonne and Leonard were married on October 14, 2016. On September 30, prior to the marriage, the parties executed a premarital agreement. The premarital agreement included provisions regarding ownership of property the parties purchased after the marriage, the parties’ intent that each would have the right to dispose of her or his separate property without the other acquiring an interest in that property, and a nondiscretionary provision that if Leonard died before Yvonne, she would receive $100,000 from his estate.
Leonard died on October 19, 2018. On March 6, 2019, Leonard‘s two sons, Jamison and Ryan, filed an application for informal probate of Leonard‘s will and requested they be appointed copersonal representatives of the estate. Attached to this filing was a copy of Leonard‘s will, executed on November 10, 2006, which provided for a pourover to his living trust; a copy of the premarital agreement was also attached.
The application included statements that Yvonne and Leonard had been married at the time of Leonard‘s death and that the premarital agreement included a provision in which Yvonne and Leonard “retain[ed] all rights in and with respect to her or his own separate property” and had the absolute and unrestricted right to dispose of such property in any manner. The application stated that a separate section of the premarital agreement set forth provisions Leonard had made for Yvonne‘s benefit in the event he predeceased her. It acknowledged that “[t]he Premarital Agreement between Yvonne . . . and [Leonard] executed on September 30, 2016 was unrevoked and remained in force and effect as of [Leonard‘s] death.” The first notice to creditors was published March 12, 2019, and it directed claims to be filed by May 13. On May 30, Jamison and Ryan filed an inventory, which showed there was no jointly owned property, and it listed a “2015 Cyclone 4000 Fifth Wheel Camper” (Camper) as property of the estate.
No order on the motion to dismiss appears in our record, but Jamison and Ryan subsequently filed an answer, alleging, as relevant to this appeal, that the premarital agreement did not provide for any camper to be distributed to Yvonne and that Yvonne did not make a timely claim under
Both parties filed motions for summary judgment. Following a hearing, the district court found Jamison and Ryan had judicially admitted in the probate proceedings that the premarital agreement was unrevoked and remained in full force and effect. It found that they had waived the necessity of Yvonne‘s filing a claim and that her claim was timely filed and not barred by any applicable statute of limitations. The district court rendered judgment for Yvonne in the amount of $100,000. But the district court found a genuine issue of material fact regarding the ownership of the Camper and denied the motion for summary judgment on that issue.
After a trial on the issue of the Camper ownership, the district court entered an order affirming its previous ruling as it related to the $100,000 payment; it also found that under the four corners of the premarital agreement, the Camper was a personal article that was deemed to be jointly owned, with full rights of survivorship. The district court found Yvonne should be distributed all right, title, and interest in and to the Camper. Jamison and Ryan timely appealed.
ASSIGNMENTS OF ERROR
Jamison and Ryan assign, restated, that the district court erred in granting summary judgment in favor of Yvonne because she failed to comply with the time requirements of
STANDARD OF REVIEW
[1,2] An appellate court affirms a lower court‘s grant of summary judgment if the
[3] When reviewing questions of law, an appellate court resolves the questions independently of the lower court‘s conclusion. Kozal v. Snyder, 312 Neb. 208, 978 N.W.2d 174 (2022).
[4,5] 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. McGill Restoration v. Lion Place Condo. Assn., 309 Neb. 202, 959 N.W.2d 251 (2021). 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. Id.
ANALYSIS
Before addressing the assigned errors, we note that both parties proceeded in the district court under the assumption that Yvonne was asserting a claim, as that term is defined in
Yvonne‘s Entitlement to $100,000 Payment.
On appeal, Jamison and Ryan argue that the district court erred in granting summary judgment in favor of Yvonne because she failed to timely file a claim in the probate proceeding. Yvonne asserts that the copersonal representatives’ acknowledgment of a valid premarital agreement in their verified application of informal probate constituted a judicial admission that relieved her of the obligation to file a claim.
The district court agreed with Yvonne‘s assertions, finding that Jamison and Ryan waived the necessity of Yvonne‘s filing of a claim, finding instead that Yvonne‘s claim was timely filed due to the copersonal representatives’ judicial admission.
The premarital agreement provides, in part, that if Yvonne survives Leonard, “Yvonne shall receive One Hundred Thousand Dollars ($100,000.00) from [Leonard‘s] estate (and this provision shall be treated as a contract to make a Will as described in
[6,7] The requirements of
[8] In re Estate of Giventer, supra, does not preclude a determination that the copersonal representatives’ actions satisfied the filing requirement. In In re Estate of Giventer, the court stated that mere notice to a representative of an estate regarding a possible demand or claim against the estate does not constitute presenting or filing a claim under
Given the facts of this case, we fail to see how the absence of a claim filed by Yvonne after the admissions made by the copersonal representatives created a state of flux or uncertainty. The copersonal representatives filed an application for informal probate in which they provided a copy of the premarital agreement which set forth the amount owed Yvonne and acknowledged that it remained in force and effect on the date of Leonard‘s death. This goes above and beyond notice of a potential claim; it was an acknowledgment of a valid claim held by Yvonne against the estate for $100,000. The district court did not err in its finding that Yvonne was entitled to a judgment of $100,000 against the copersonal representatives.
Yvonne‘s Entitlement to Camper.
[9-11] Jamison and Ryan also argue the district court erred in finding Yvonne and Leonard owned the Camper as a joint asset under the premarital agreement. Premarital agreements are contracts made in contemplation of marriage. In re Estate of McConnell, 28 Neb. App. 303, 943 N.W.2d 722 (2020). In interpreting contracts, the court as a matter of law must first determine whether the contract is ambiguous. Id. An instrument is ambiguous if a word, phrase, or provision in the
In support of their argument, Jamison and Ryan point to two sections of the premarital agreement that relate to the separate property that Yvonne and Leonard were bringing into the marriage. The two sections provided that Yvonne and Leonard retained all rights with respect to her or his separate property, were the sole owners of her or his separate property, and retained unlimited inter vivos and testamentary rights to it. Another section related to the intention not to have joint ownership of their separate property. Yvonne and Leonard each provided an exhibit to the premarital agreement listing their separate property. There were no vehicles itemized on either listing of separate property; the listings were financial accounts, life insurance policies, or real property.
Yvonne contends that the Camper falls under a different section of the premarital agreement, specifically the section related to personal and household articles. This section provides in part that for purposes of the agreement, “the term personal and household articles includes all articles of personal and household use . . . wherever located, such as, by way of illustration, . . . motor vehicles, boats, [and] sports equipment.” The next section states 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 [Leonard] shall be deemed to be jointly owned, with full rights of survivorship.”
We do not find the premarital agreement to be ambiguous. The premarital agreement provides that any personal property, such as motor vehicles, boats, and sports equipment, acquired after the marriage would be deemed jointly owned with full rights of survivorship, unless otherwise specifically agreed to by the parties. At trial, Yvonne testified that when she and Leonard married, he had a “Bighorn” camper (Bighorn), but that later, Leonard decided he wanted to get rid of or sell it. Leonard wanted to have the capability to carry his motorcycle without using a trailer behind the Bighorn, and he found a camper in Kansas; Yvonne was unable to go with him, so Leonard went to Kansas with the Bighorn. Leonard returned from Kansas with the Camper at issue in this appeal, having traded in the Bighorn for the Camper. Yvonne identified the title to the Camper, which listed Leonard as the owner. Yvonne testified that as far as she knew, Leonard purchased the Camper in full when he went to Kansas. She also confirmed that as far as she knew, there was no agreement between them at the time Leonard purchased the Camper that it would be his separate property under the premarital agreement, and that they never executed any document after the premarital agreement that said anything like that.
Yvonne established that the Camper was acquired after she and Leonard married and that there was no agreement that it would be Leonard‘s separate property. The Camper is similar to items Yvonne and Leonard identified in the premarital agreement as personal and household articles, like motor vehicles, boats, and sports equipment. Yvonne established that under the terms of the premarital agreement, she and Leonard jointly owned the Camper with full rights of survivorship. The district court did not err in determining
Jamison and Ryan argue that to prevent unjust enrichment, even if the district court did not err in awarding Yvonne the Camper, the district court did err in failing to order her to reimburse them for the amounts incurred as storage fees for the Camper, the insurance paid, and the payoff of the home equity loan Leonard used to finance the Camper, for a total of $36,578. However, on appeal, Jamison and Ryan assigned that the district court “committed reversible error in awarding a camper titled in [Leonard‘s] name to [Yvonne] pursuant to its interpretation of a prenuptial agreement that established the camper as [Leonard‘s] separate property as a matter of law.”
[12] Jamison and Ryan assigned that the district court erred in awarding Yvonne the Camper based on its interpretation of the premarital agreement. They did not assign that the district court erred in failing to order Yvonne to reimburse them for expenses related to the Camper. In order to be considered by an appellate court, an alleged error must be both specifically assigned and specifically argued in the brief of the party asserting the error. Scalise v. Davis, 312 Neb. 518, 980 N.W.2d 27 (2022). We will not address this argued, but unassigned, alleged error.
CONCLUSION
We find the district court did not err in awarding Yvonne a judgment of $100,000 against Jamison and Ryan as copersonal representatives of Leonard‘s estate, nor did it err in awarding Yvonne the Camper. We affirm the judgment of the district court.
AFFIRMED.
BISHOP, Judge, concurring.
I concur with the majority‘s decision to affirm the district court‘s awards to Yvonne.
I write separately because I am not persuaded that attaching the premarital agreement to the copersonal representatives’ application for informal probate and their acknowledgment that the premarital agreement was unrevoked and remained in full force and effect at the time of Leonard‘s death satisfied the filing requirement for a claim under the nonclaim statute,
At the onset of the analysis in the majority opinion, it assumes, without deciding, that Yvonne was asserting a claim subject to the nonclaim statute,
(4) Claim, in respect to estates of decedents and protected persons, includes liabilities of the decedent or protected person whether arising in contract, in tort or otherwise, and liabilities of the estate which arise at or after the death of the decedent or after the appointment of a conservator, including funeral expenses and expenses of administration. The term does not include estate or inheritance taxes, demands or disputes regarding title of a decedent or protected person to specific assets alleged to be included in the estate.
A claim includes liabilities of the decedent and liabilities of the estate; a beneficiary‘s entitlement to a decedent‘s assets pursuant to a will or a contract to make a will is not a liability of the decedent or the estate, and any action seeking a right of distribution under such circumstances is therefore not a claim subject to the nonclaim statute. “A claim for specific property in the hands of the [executor] is deemed to be a claim ‘against the [executor]’ but not ‘against the estate‘; for such property, though in the hands of the [executor], is not part of the estate and the claim for it is not a ‘debt’ of the estate.” Saradjian v. Saradjian, 25 Conn. App. 411, 418, 595 A.2d 890, 894 (1991). “As such, a claim for the recovery of specific property is not within the statute of nonclaim.” Id.
Yvonne was entitled to receive $100,000 pursuant to the terms of the premarital agreement. Article 4, section 4.2, of the premarital agreement provides in part that “[i]n the event of [Leonard‘s] death, and if Yvonne survives him: (a) Yvonne shall receive One Hundred Thousand Dollars ($100,000) from [Leonard‘s] estate (and this provision shall be treated as a contract to make a Will as described in
As to contracts to make a will, the Nebraska Supreme Court has stated that “[t]he effect of a valid contract for wills is
Nebraska has long recognized a cause of action based on a contract to make a will. Strictly speaking, there cannot be a decree for the specific performance of a contract to make a will, since such an instrument is, by its nature, revocable by the promisor during his life and cannot be made by him after his death. It has long been recognized that courts of equity may grant relief in a form that is usually equivalent to a decree of specific performance of a contract to leave property by will, after the death of the defaulting promisor, by fastening a trust upon his estate in the hands of those taking it with notice of such contract or by devise or descent.
Philp v. First Nat. Bank & Trust Co., 212 Neb. 791, 796-97, 326 N.W.2d 48, 51-52 (1982). See, also, In re Estate of Welch, 167 Kan. 97, 204 P.2d 714 (1949) (marriage contract determines only which of heirs will receive assets of estate and does not constitute claim or demand against the estate).
Accordingly, Yvonne‘s action seeking the $100,000 payment from Leonard‘s estate pursuant to the terms of the premarital agreement was for breach of contract and was not a “claim” as that term is defined by
Also, Yvonne‘s action regarding the Camper likewise does not constitute a claim subject to the nonclaim statute, because it involves a dispute “regarding title of a decedent . . . to specific assets alleged to be included in the estate.”
