In Re Estate of Hannan

523 N.W.2d 672, 246 Neb. 828, 1994 Neb. LEXIS 222
CourtNebraska Supreme Court
DecidedNovember 18, 1994
DocketS-92-534
StatusPublished
Cited by64 cases

This text of 523 N.W.2d 672 (In Re Estate of Hannan) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court 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 Hannan, 523 N.W.2d 672, 246 Neb. 828, 1994 Neb. LEXIS 222 (Neb. 1994).

Opinion

Fahrnbruch, J.

Mary Elizabeth Glover filed a petition for further review of a Nebraska Court of Appeals decision which reversed the judgments of a district and a county court awarding her a share in Nebraska real estate under her grandmother’s Virginia will.

We reverse the Court of Appeals’ decision and remand the cause with direction to affirm the judgment of the district court for Phelps County.

STANDARD OF REVIEW

An appellate court reviews probate cases for error appearing on the record made in the county court. In re Estate of Holt, ante p. 50, 516 N.W.2d 608 (1994); In re Estate of Trew, 244 Neb. 490, 507 N.W.2d 478 (1993).

However, as to questions of law, an appellate court has an obligation to reach an independent conclusion irrespective of the determination made by the court below. See In re Estate of Holt, supra.

FACTS

This case was submitted to the Phelps County Court for disposition on the file, the briefs, and stipulated facts. The facts of this case, as stipulated to by the parties, and as contained in the record, are as follows:

*830 On January 7, 1977, James Hannan, one of five children of the decedent, Janet McClymont Hannan, adopted Glover, his wife’s 35-year-old daughter from a previous marriage. On March 13, 1977, Janet Hannan executed her last will and testament in Alexandria, Virginia, her place of residence. In May 1977, James Hannan died of cancer, leaving no children except Glover. On April 2,1982, Janet Hannan died.

On April 28, 1982, the decedent’s will was admitted to probate in the circuit court for the City of Alexandria, Virginia. The will provided for the decedent’s residual estate to be divided in equal shares among her surviving children and the “issue” of her deceased children per stirpes. Glover filed a petition asking the court to declare that she was the issue of James Hannan and was entitled to a prescribed share of the decedent’s estate.

Ultimately, the Virginia Supreme Court held that the word “issue,” absent any indication of the testator’s intent to the contrary, was to be given its common-law meaning and that, under Virginia law, issue did not include adopted children. See Hyman v. Glover, 232 Va. 140, 348 S.E.2d 269 (1986).

In Nebraska, an ancillary probate proceeding was filed by the personal representative in the Phelps County Court, requesting permission to sell the decedent’s real property located in Phelps County. The property has been sold by stipulation of the parties. Also by stipulation, Glover’s share of the proceeds has been held in escrow pending determination of whether she was entitled, under Nebraska law, to a share of the Nebraska real estate and thus to a share in the proceeds from its sale.

The Phelps County Court found that Nebraska is not required to accept Virginia’s definition of the word “issue”; found that under Nebraska law, an adopted child is entitled to the same rights and privileges to inherit property as a natural child; and ordered that Glover receive a 20-percent share of the proceeds of the property, minus the required taxes due and paid. The district court affirmed the order of the county court.

The Court of Appeals reversed the district court. In re Estate of Hannan, 2 Neb. App. 636, 513 N.W.2d 339 (1994). The Court of Appeals found that Nebraska law controls the devise of Nebraska real property, but that a cardinal principle of *831 Nebraska law is that the intent of the testator be followed. The Court of Appeals further found that, in making a will, a testator is more likely to subscribe to the domiciliary state’s definition of a word than to the definition provided under the law of the situs of the real property. Finally, the Court of Appeals held that although Nebraska has a public policy of treating adopted children equally with natural children, the presumed intent of the testator to disinherit her adopted granddaughter overrides this policy. This court granted Glover’s petition for further review.

ASSIGNMENTS OF ERROR

Glover contends that the Court of Appeals erred in four respects. Restated, these assignments of error combine to assert that the Court of Appeals erred in relying on the Virginia Supreme Court’s definition of the word “issue” in determining Glover’s inheritance rights to the proceeds of Nebraska real property.

ANALYSIS

In order to determine whether Glover is entitled to a share of the proceeds from the sale of the decedent’s Nebraska real estate, we must determine whether Nebraska law or Virginia law governs the definition of the word “issue” in the decedent’s will.

As the Court of Appeals correctly noted, Nebraska “adheres to the rule that the law of the state where real property is situated governs exclusively the right of parties to real property and the methods of its transfer, including devise by will.” In re Estate of Hannan, 2 Neb. App. at 642-43, 513 N.W.2d at 344.

Although Nebraska does grant reciprocal recognition to the final orders of other states as to the validity or construction of a will pursuant to Neb. Rev. Stat. § 30-2432 (Reissue 1989), Virginia has no such reciprocal statutory provision. In fact, Virginia has indicated that its policy is to apply its own law to the devise of real property located in Virginia. See, e.g., Rinker v. Trout, 171 Va. 327, 198 S.E. 913 (1938) (holding that heir was prohibited from maintaining an accounting in District of Columbia for land located in Virginia); French, Ex’r v. Short, 207 Va. 548, 551, 151 S.E.2d 354, 356-57 (1966) (admitting a *832 Florida resident’s holographic will to probate as the will of testator’s Virginia real estate even though Florida did not recognize the will and holding that “[u]nder Virginia law, a decedent’s ... real estate passes according to the law of the state where it lies”). Cf. Seaton v. Seaton, 184 Va. 180, 34 S.E.2d 236 (1945) (holding that Florida law governed land in Florida and that a widow could not be divested of her homestead rights by operation of a trust document to a trustee in Virginia). Therefore, we determine that Nebraska law controls Janet Hannan’s devise of her real property located in Phelps County, Nebraska.

Under the Nebraska Probate Code, issue of a person is defined as “all his lineal descendants of all generations, with the relationship of parent and child at each generation being determined by the definitions of child and parent contained in this code.” Neb. Rev. Stat.

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Bluebook (online)
523 N.W.2d 672, 246 Neb. 828, 1994 Neb. LEXIS 222, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-hannan-neb-1994.