In re Estate of Koetter

980 N.W.2d 376, 312 Neb. 549
CourtNebraska Supreme Court
DecidedOctober 7, 2022
DocketS-21-623
StatusPublished
Cited by12 cases

This text of 980 N.W.2d 376 (In re Estate of Koetter) 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 Koetter, 980 N.W.2d 376, 312 Neb. 549 (Neb. 2022).

Opinion

Nebraska Supreme Court Online Library www.nebraska.gov/apps-courts-epub/ 12/16/2022 08:05 AM CST

- 549 - Nebraska Supreme Court Advance Sheets 312 Nebraska Reports IN RE ESTATE OF KOETTER Cite as 312 Neb. 549

In re Estate of Walter R. Koetter, deceased. Richard A. Koetter, individually and as the nominated Personal Representative of the Estate of Walter R. Koetter, deceased, appellant and cross-appellee, v. Debra J. Meyers, appellee and cross-appellant, and Diana K. Wilkinson et al., appellees. ___ N.W.2d ___

Filed October 7, 2022. No. S-21-623.

1. Directed Verdict: Evidence: Appeal and Error. A directed verdict is proper only when reasonable minds cannot differ and can draw but one conclusion from the evidence, that is, when an issue should be decided as a matter of law. In reviewing that determination, an appellate court gives the nonmoving party the benefit of every controverted fact and all reasonable inferences from the evidence. 2. Judgments: Verdicts: Appeal and Error. Review of a ruling on a motion for judgment notwithstanding the verdict is de novo on the record. 3. Judgments: Verdicts. To sustain a motion for judgment notwithstand- ing the verdict, the court resolves the controversy as a matter of law and may do so only when the facts are such that reasonable minds can draw but one conclusion. 4. ____: ____. On a motion for judgment notwithstanding the verdict, the moving party is deemed to have admitted as true all the relevant evi- dence admitted that is favorable to the party against whom the motion is directed, and, further, the party against whom the motion is directed is entitled to the benefit of all proper inferences deducible from the rel- evant evidence. 5. Verdicts: Appeal and Error. When reviewing a jury verdict, an appel- late court considers the evidence and resolves evidentiary conflicts in favor of the successful party. 6. Verdicts: Juries: Appeal and Error. A jury verdict may not be set aside unless clearly wrong, and it is sufficient if there is competent - 550 - Nebraska Supreme Court Advance Sheets 312 Nebraska Reports IN RE ESTATE OF KOETTER Cite as 312 Neb. 549

evidence presented to the jury upon which it could find for the success- ful party. 7. Rules of Evidence. In proceedings where the Nebraska Evidence Rules apply, the admissibility of evidence is controlled by these rules; judicial discretion is involved only when the rules make discretion a factor in determining admissibility. 8. Trial: Evidence: Appeal and Error. In a civil case, the admission or exclusion of evidence is not reversible error unless it unfairly prejudiced a substantial right of the complaining party. 9. Jurisdiction: Appeal and Error. The question of jurisdiction is a ques- tion of law, upon which an appellate court reaches a conclusion indepen- dent of the trial court. 10. Wills: Undue Influence. Undue influence sufficient to defeat a will is manipulation that destroys the testator’s free agency and substitutes another’s purpose for the testator’s. 11. Wills: Undue Influence: Proof. To show undue influence, a will contestant must prove the following elements by a preponderance of the evidence: (1) The testator was subject to, or susceptible to, undue influence; (2) there was an opportunity to exercise such influence; (3) there was a disposition to exercise such influence; and (4) the result was clearly the effect of such influence. 12. Undue Influence: Proof. Because undue influence is often difficult to prove with direct evidence, it may be reasonably inferred from the facts and circumstances surrounding the actor: his or her life, character, and mental condition. 13. Undue Influence. Mere suspicion, surmise, or conjecture does not war- rant a finding of undue influence; instead, there must be a solid founda- tion of established facts on which to rest the inference of its existence. 14. Appeal and Error. An appellate court may find plain error on appeal when an error unasserted or uncomplained of at trial, but plainly evident from the record, prejudicially affects a litigant’s substantial right and, if uncorrected, would result in damage to the integrity, reputation, and fair- ness of the judicial process. Generally, an appellate court will find plain error only when a miscarriage of justice would otherwise occur. 15. Motions for New Trial: Appeal and Error. A motion for new trial is to be granted only when error prejudicial to the rights of the unsuccessful party has occurred. 16. Statutes: Legislature: Intent. Components of a series or collection of statutes pertaining to a certain subject matter are in pari materia and should be conjunctively considered and construed to determine the intent of the Legislature, so that different provisions are consistent, har- monious, and sensible. - 551 - Nebraska Supreme Court Advance Sheets 312 Nebraska Reports IN RE ESTATE OF KOETTER Cite as 312 Neb. 549

Appeal from the District Court for Red Willow County: David W. Urbom, Judge. Affirmed in part, and in part vacated and dismissed. Michael L. Johnson and Jared J. Krejci, of Smith, Johnson, Allen, Connick & Hansen, for appellant. Lindsay E. Pedersen, Attorney at Law, P.C., L.L.O., for appellee. Heavican, C.J., Miller-Lerman, Cassel, Stacy, Funke, Papik, and Freudenberg, JJ. Papik, J. In this appeal from a will contest proceeding in district court, the proponent of the will contests the jury’s finding that the will was the product of undue influence and therefore invalid. He also claims a new trial is warranted because a purported text message not received in evidence was read on the record and referenced during closing arguments. We find no merit to these arguments. But on cross-appeal, in which the opponent of the will challenges an award of attorney fees and expenses that the district court purported to award pursuant to Neb. Rev. Stat. §§ 30-2481 and 30-2482 (Reissue 2016), we conclude that the district court lacked jurisdiction over that matter. Accordingly, we vacate the portion of the order that purported to award attorney fees and expenses and dismiss the cross-appeal. I. BACKGROUND 1. Probate Proceedings and Will Contest Initiated in County Court Walter R. Koetter died in 2017 at the age of 88. Thereafter, one of his sons, Richard A. Koetter (Dickie), filed a petition in county court for formal probate of a will executed by Walter in 2014 (2014 will). Dickie was the nominated personal rep- resentative of the 2014 will. Debra J. Meyers, one of Walter’s daughters, objected to the probate of the 2014 will, alleging, in - 552 - Nebraska Supreme Court Advance Sheets 312 Nebraska Reports IN RE ESTATE OF KOETTER Cite as 312 Neb. 549

part, that it was the result of undue influence. The will contest was transferred to district court pursuant to Neb. Rev. Stat. § 30-2429.01 (Cum. Supp. 2020). The only issue at the ensuing jury trial was whether the 2014 will was invalid as a result of undue influence. 2. Will Contest Proceedings in District Court There was evidence at trial that supported both parties’ positions as to undue influence; but considering the governing standards of review, we recount the evidence relevant to undue influence in the light most favorable to Debra. (a) Koetter Family and Farm and Ranch Operation Overview The jury heard evidence that Walter, a farmer and rancher in McCook, Nebraska, had five surviving children at the time of his death in 2017: Debra, Dickie, Diana K. Wilkinson (Diana), Donna S. Friehe (Donna), and Douglas S. Koetter. Another son, Darin Koetter, died in 2003. Walter’s wife, Marilyn Koetter, also died several years before Walter, in 2011.

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Bluebook (online)
980 N.W.2d 376, 312 Neb. 549, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-koetter-neb-2022.