In Re Estate of Jeffrey B.

688 N.W.2d 135, 268 Neb. 761, 2004 Neb. LEXIS 173
CourtNebraska Supreme Court
DecidedOctober 29, 2004
DocketS-03-1404
StatusPublished
Cited by22 cases

This text of 688 N.W.2d 135 (In Re Estate of Jeffrey B.) 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 Jeffrey B., 688 N.W.2d 135, 268 Neb. 761, 2004 Neb. LEXIS 173 (Neb. 2004).

Opinion

Gerrard, J.

NATURE OF CASE

This case involves the guardianship of V.B. and S.B., whose parents died in separate drug-related incidents. In his will, Jeffrey B. (Jeff), the father, appointed George H. Shaner and Catherine Shaner as testamentary guardians, and after Jeff’s death, the Shaners accepted that appointment. James Riggins and Teresa Riggins, the children’s successor guardians under Jeff’s will, filed a motion to remove the Shaners and have themselves appointed as guardians, and the county court granted those requests. The question presented in this appeal is what presumption, if any, must be overcome to remove a minor’s testamentary guardian.

FACTUAL BACKGROUND

At the time of the hearing, V.B. was 9 years old and S.B. was 7 years old. George was employed as a computer programmer at the time of the hearing. Catherine was a financial manager at the University of Nebraska. James was the day custodian in charge of Lincoln High School. Teresa was a staff assistant in the football program, at the University of Nebraska. Jamie B., V.B. and S.B.’s mother, had died on December 26, 1999, of an asthma attack that was apparently induced by drug use. James was Jamie’s father, and Teresa was Jamie’s stepmother.

Circumstances of Jeff’s Death

Jeff died in a Lincoln, Nebraska, motel room on February 26, 2001, sometime between 1 and 6:10 a.m. Jeff’s cause of death was determined to be acute drug overdose by heroin. Richard Doetker, a criminal investigator for the Lincoln Police Department, testified regarding his investigation into Jeff’s death. Doetker testified that in his opinion, based on his training and experience, Jeff’s body *764 had either been cleaned off or moved from where he had died. Doetker found it suspicious that although Jeff died of a drug overdose, no drags or drag paraphernalia were found in the room.

George went to Jeff’s motel at approximately 8 a.m. on February 26, 2001. Doetker testified that George had shown up at the motel after calling the front desk “a couple times” and that George had claimed to be Jeff’s brother. When asked how and when he found out about Jeff’s death, George refused to answer on the ground that he might incriminate himself.

George refused, also on Fifth Amendment grounds, to testify whether he had made any telephone calls from Jeff’s motel on the date of Jeff’s death. George similarly refused to answer questions about a series of telephone calls placed to his telephone during the early morning hours of February 26, 2001, by Jennifer Mertlik, Jeff’s fiance, who is now known as Jennifer Martin (Martin). Doetker testified that telephone records showed a series of calls from Martin’s cellular telephone to George’s telephone. George refused to answer questions about meeting with Martin, about discussing with her a story to tell the police, or about whether he went to the motel room to clean up a possible crime scene.

George was arrested, but not charged, for witness tampering with respect to Martin. When asked whether he had cooperated fully with the Lincoln Police Department’s investigation of Jeff’s death, George again invoked his Fifth Amendment rights. Doetker stated that George was facing “possible charges in this investigation,” but could not discuss the matter further because it was a continuing investigation.

George had driven to the motel on February 26, 2001, in Jeff’s vehicle, which George drove from Jeff’s house after going there to get the keys. George refused to say why he went to the house to get the vehicle, who was at the house at the time, what time he arrived there, how he got there, who called him, or where he had been previously. George invoked his Fifth Amendment rights when asked whether he was aware of a drag transaction in Jeff’s motel room on February 26. George admitted that he had used marijuana with Jeff about 2 years before Jeff’s death. However, George testified that he had not used illegal drags since then; George stated that he had been regularly tested for illegal drags prior to the hearing and that the test results were negative.

*765 Catherine also refused, on the ground of spousal privilege, to answer questions about how she had learned of Jeff’s death. She similarly refused to say whether she had spoken with anyone at Jeff’s motel. She refused to say whether she had known Jeff to use illegal drugs. Catherine also initially invoked spousal privilege when asked about where George had been on the night of Jeff’s death or whether George had received any telephone calls on the night of Jeff’s death. However, Catherine later testified that she had not gone to the motel room, that George had left their residence at around 2 a.m. on February 26, 2001, and had returned about 6:30 a.m., and that George had received a telephone call before leaving. However, Catherine still refused, on the ground of spousal privilege, to confirm that the telephone call had been from Martin. Catherine also refused to state whether she had heard George tell Martin to lie about the circumstances of Jeff’s death.

Martin refused, on Fifth Amendment grounds, to explain how she learned of Jeff’s death or if she had spoken with George in the early morning on February 26, 2001, to discuss Jeff’s death. Martin also refused to state whether she had either met with George that morning before going to Jeff’s motel or discussed with George what they would tell the police. Martin refused to state whether George told her to lie to police. Martin was charged with providing false information to a police officer, but the charge was dismissed following a diversion program.

Shaners’ Guardianship

Jeff’s will appointed the Shaners as the guardians of V.B. and S.B., and the Rigginses as successor guardians. On March 8, 2001, the Shaners accepted the testamentary appointment as guardians for V.B. and S.B., and their acceptance was filed with the county court on March 30.

For the first 6 months of the guardianship, V.B. and S.B. stayed with Martin in the house where they had lived with Martin and Jeff. After about 6 months, the children began staying more with the Shaners, but still spent three to four nights a week with Martin. George testified that the Shaners paid Martin $1,000 per month to “babysit”; the money came from V.B.’s and S.B.’s Social Security benefits. However, Martin testified that she was *766 paid $500 per month. The Shaners also allowed Martin to live rent free with her own children in Jeff’s former house, which had been inherited by V.B. and S.B. The Shaners paid Martin’s utilities, bought food for the residence, and also helped Martin pay attorney fees. Martin testified that she was provided with the use of a vehicle by the Shaners and that George paid the insurance and fuel expenses for the vehicle.

George had been the personal representative of Jeff’s estate, but on May 13, 2002, George resigned as personal representative and First Nebraska Trust Company (First Nebraska) was appointed as successor personal representative. A trust officer for First Nebraska confirmed that Jeff’s residence, which belonged to the children as an asset of Jeff’s estate, had been lived in rent free and that estate assets were being used to pay the utilities for that residence. The trust officer was also asked about the property that she was managing for the children.

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Cite This Page — Counsel Stack

Bluebook (online)
688 N.W.2d 135, 268 Neb. 761, 2004 Neb. LEXIS 173, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-jeffrey-b-neb-2004.