In re Estate of Clason

CourtNebraska Court of Appeals
DecidedJuly 1, 2025
DocketA-24-677
StatusUnpublished

This text of In re Estate of Clason (In re Estate of Clason) is published on Counsel Stack Legal Research, covering Nebraska Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Estate of Clason, (Neb. Ct. App. 2025).

Opinion

IN THE NEBRASKA COURT OF APPEALS

MEMORANDUM OPINION AND JUDGMENT ON APPEAL (Memorandum Web Opinion)

IN RE ESTATE OF CLASON

NOTICE: THIS OPINION IS NOT DESIGNATED FOR PERMANENT PUBLICATION AND MAY NOT BE CITED EXCEPT AS PROVIDED BY NEB. CT. R. APP. P. § 2-102(E).

IN RE ESTATE OF F.W. EUGENE CLASON, DECEASED.

RUTH CLASON, PERSONAL REPRESENTATIVE OF THE ESTATE OF F.W. EUGENE CLASON ET AL., APPELLEES,

V.

STEVEN E. CLASON, SUCCESSOR PERSONAL REPRESENTATIVE OF THE ESTATE OF F.W. EUGENE CLASON, APPELLANT.

Filed July 1, 2025. No. A-24-677.

Appeal from the County Court for Furnas County: JEFFREY M. WIGHTMAN, Judge. Affirmed. Terry K. Barber, of Barber & Barber, P.C., L.L.O., for appellant. Jordan W. Adam, of Fraser Stryker, P.C., L.L.O., for appellee.

RIEDMANN, Chief Judge, and MOORE and ARTERBURN, Judges. ARTERBURN, Judge. I. INTRODUCTION Steven E. Clason, in his capacity as personal representative of the estate of F.W. Eugene Clason, appeals from the formal order for complete settlement of the estate entered by the Furnas County Court. On appeal, Steven asserts that the county court erred in finding that the estate did not have to pay certain administrative fees proposed by Steven. Steven also asserts the county court erred in determining the amount of his personal representative fee and off-setting a prior judgment entered against him with that fee. Additionally, Steven challenges a separate order

-1- entered by the county court which awarded attorney fees to Steven’s former attorney. For the reasons set forth herein, we affirm the orders of the county court. II. BACKGROUND F.W. Eugene Clason (Eugene) died testate on May 16, 2010. His will, dated March 31, 2008, left his entire estate to the Clason Living Trust (the Trust). The will appointed Eugene’s wife, Ruth Clason, as the personal representative of his estate. Steven was named as the successor personal representative. Ruth died on January 12, 2013. As such, Steven is the current personal representative of Eugene’s estate. Upon the closing of Eugene’s estate, Steven is to distribute the entirety of the assets, minus expenses incurred, to the Trust. The Trust names five beneficiaries: Bonnie Wright, Steven, Susan Bayliss, Jim Clason, and Lee Clason. The beneficiaries are five of Eugene and Ruth’s children. While the estate proceedings have been pending for some time in the county court, this appeal involves what should, presumably be, the county court’s final two orders in winding up the estate. On May 7, 2024, the county court entered an order awarding Steven’s former attorney, Siegfried Brauer, with fees for his work for the estate and for Steven, as personal representative of the estate. On August 8, 2024, the county court entered a formal order for complete settlement after informal testate proceedings. This order addressed the administrative expenses the estate owed and the amount of personal representative fees that should be paid to Steven before the estate’s assets are distributed to the Trust. Steven challenges the decisions made by the county court in these two orders. We will provide necessary background for each of his assertions on appeal in the analysis section below. III. ASSIGNMENTS OF ERROR On appeal, Steven assigns seven errors by the county court. First, he asserts that the county court erred in the amount of attorney fees awarded to his first attorney, Brauer. He next asserts that the county court erred in denying the following expenses incurred during the administration of the estate: (1) $200 for his rental of a pickup truck, (2) money spent on fertilizer by Eric Holen during Holen’s attempt to lease farm land owned by the estate, and (3) the cost of a bill of exceptions paid for by Steven’s current attorney. Finally, Steven asserts that the county court erred in determining the amount of personal representative fees he was owed, in using those fees to off-set a judgment he owed in a separate case, and in failing to recognize Steven’s assignment of the fee to Brauer. IV. STANDARD OF REVIEW An appellate court reviews probate cases for error appearing on the record made in the county court. In re Guardianship & Conservatorship of J.F., 307 Neb. 452, 949 N.W.2d 496 (2020). When reviewing a judgment for errors appearing on the record, the inquiry is whether the decision conforms to the law, is supported by competent evidence, and is neither arbitrary, capricious, nor unreasonable. Id. In a probate case, the county court has discretion to approve or deny estate expenses, and an appellate court will not reverse those decisions if they are based on competent evidence. In re Estate of Walker, 315 Neb. 510, 997 N.W.2d 595 (2023).

-2- V. ANALYSIS 1. BRAUER’S ATTORNEY FEES In January 2013, Brauer began representing Steven in both his capacity as personal representative of Eugene’s estate and his individual capacity. In October 2022, Steven filed an interim accounting for the estate. As a part of that interim accounting, Steven indicated that the estate owed Brauer a total of $66,048.62 for “[a]ccrued attorney fees and expenses since the last payment made by the Eugene Clason Estate.” Shortly after Steven submitted this interim accounting, in November 2022, Steven and Bayliss, who was the personal representative of Ruth’s estate, reached a settlement agreement as part of the closing of that estate. In this settlement agreement, Bayliss agreed that the attorney fees, as presented on the Interim Accounting filed by Steven E. Clason, as Personal Representative of the Estate of F.W. Eugene Clason, are fair and reasonable, and should be paid f[ro]m the Estate of F.W. Eugene Clason, as funds are available. Susan J. Bayliss hereby waives any and all objections to said reasonable attorney fees.

The court adopted the settlement agreement and ordered that “Brauer’s attorney fees that were filed and submitted on October 7, 2022, as part of Steve Clason’s interim accounting in the F.W. Eugene Clason Estate case are approved.” On December 16, 2022, Brauer filed a motion to withdraw as counsel for Steven in his capacity as personal representative of Eugene’s estate. The county court sustained Brauer’s motion to withdraw on January 20, 2023. On February 13, Brauer submitted an updated claim for attorney fees incurred by Eugene’s estate prior to Brauer’s withdrawal from representation. The claim indicated that the “estate has incurred unpaid fees in the total amount of $113,485.47.” The majority of the increase in fees from October 2022, when the fees were estimated to total approximately $66,000, to February 2023, when the fees totaled more than $113,000, appears to be interest that Brauer charged the estate for its unpaid balance. In January 2024, Brauer filed an amended and updated claim for attorney fees. This claim indicated that the estate owed attorney fees in the amount of $116,824.43. Again, the increase in fees appears to be based solely on interest Brauer charged the estate. Bayliss filed an objection to the amended and updated claim for attorney fees. In her objection, she argued that Brauer should be limited to receiving the $66,048.62 in attorney fees agreed to as part of the November 2022 settlement agreement. She also argued that the interest charged by Brauer on the outstanding attorney fees was excessive and not authorized by the county court. A hearing was held on Brauer’s request for attorney fees on March 8, 2024. At the start of the hearing, the county court asked Steven whether he was proposing that the estate pay Brauer the full $116,824.43 he was requesting. Steven’s new counsel initially indicated that “I don’t have a horse in the fight as far as Mr. Brauer’s fee request is concerned.” He later indicated to the court that Steven had not made a request for the estate to pay the full amount of attorney fees.

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Cite This Page — Counsel Stack

Bluebook (online)
In re Estate of Clason, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-clason-nebctapp-2025.