In re Estate of Mayberry

CourtNebraska Court of Appeals
DecidedJanuary 2, 2024
DocketA-22-920
StatusPublished

This text of In re Estate of Mayberry (In re Estate of Mayberry) 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 Mayberry, (Neb. Ct. App. 2024).

Opinion

IN THE NEBRASKA COURT OF APPEALS

MEMORANDUM OPINION AND JUDGMENT ON APPEAL (Memorandum Web Opinion)

IN RE ESTATE OF MAYBERRY

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 TERRY H. MAYBERRY, DECEASED.

ROBERT D. MAYBERRY, PERSONAL REPRESENTATIVE OF THE ESTATE OF TERRY H. MAYBERRY, APPELLANT,

V.

MARY JO MAYBERRY, APPELLEE.

Filed January 2, 2024. No. A-22-920.

Appeal from the County Court for Thurston County: DOUGLAS L. LUEBE, Judge. Affirmed. Matthew M. Munderloh, of Johnson & Mock, P.C., L.L.O., for appellant. Richard J. Thramer for appellee.

PIRTLE, Chief Judge, and MOORE and ARTERBURN, Judges. ARTERBURN, Judge. INTRODUCTION Robert D. Mayberry appeals an order from the Thurston County Court regarding the administration of Terry H. Mayberry’s estate. Robert and his brother, Vernon Mayberry, were named as Terry’s heirs in his will. The will instructed that Terry’s estate would be divided equally between the two brothers. Unfortunately, Vernon died shortly after Terry. Vernon’s sole heir was his wife, Mary Josephine (Mary Jo) Mayberry. In his role as personal representative of Terry’s estate, Robert filed an application with the county court requesting that the court approve the execution and recording of several personal representative deeds (PR deeds) contemporaneous with the recording of one or two joint tenancy

-1- warranty deeds. Mary Jo opposed the application and requested that the court enforce the terms of Terry’s will instead. After a hearing, the county court denied Robert’s application in its entirety. On appeal, Robert asserts that the county court lacked subject matter jurisdiction to decide whether undue influence was exerted with respect to Vernon’s execution of one or two joint tenancy warranty deeds, that Mary Jo did not sufficiently plead undue influence, that the joint tenancy warranty deed or deeds were not the product of undue influence, that Vernon entered into an enforceable agreement that altered the distribution of Terry’s probate assets, and that Robert’s application sufficiently put Mary Jo on notice of the issues to be tried. Upon our review, we affirm the county court’s order to the extent that it declines to approve the PR deeds which would have distributed Terry’s property in a manner different from the distribution as set out in Terry’s will. BACKGROUND Terry died on January 6, 2021. Terry never married, and in his last will and testament, he named his mother, Earlene Mayberry, and his two brothers, Vernon and Robert, as his heirs. His will, dated December 10, 1990, provides: “I hereby give and devise unto [Earlene, Vernon, and Robert] all of my property of every nature and description of which I may die owning, in equal shares, share and share alike, issue to take by right of representation.” Additionally, in his will, Terry nominates and appoints both Vernon and Robert to be the joint personal representatives of his estate. Earlene predeceased Terry, but Vernon and Robert survived him. However, Vernon died on January 24, 2021. Mary Jo, Vernon’s wife, is his sole heir. On January 27, 2021, Robert filed an application for informal probate of Terry’s will and nominated himself as personal representative. He was subsequently appointed and qualified as personal representative of Terry’s estate. On June 10, acting in his capacity as personal representative, Robert filed an application for an order “approving the execution and recording of the five (5) attached Personal Representative Deeds contemporaneous with the recording of the two (2) Vernon F. Mayberry and Mary Josephine Mayberry aka Mary Jo Mayberry Joint Tenancy Warranty Deeds.” A total of seven deeds were attached to the application. However, contrary to what was pled, six of the deeds were PR deeds and only one was a joint tenancy warranty deed executed by Vernon and Mary Jo. The six PR deeds are conveyances from Robert, in his role as personal representative, to either Mary Jo or himself. One deed is dated January 29, 2021, but the date appears to be handwritten over an indeterminable printed date. The five other PR deeds are dated June 8, 2021. If approved, these conveyances would result in a distribution of Terry’s real estate that varies from the 50/50 distribution to Vernon and Robert as provided in Terry’s will. The joint tenancy warranty deed, dated January 21, 2021, is a conveyance of property wholly owned by Vernon and is not included in Terry’s estate. Instead, within this deed, Vernon and Mary Jo convey to Robert and his wife, Georgia, real property in Thurston County. In his application, Robert explains that on January 21, Vernon and Mary Jo conveyed two parcels of land to Robert and Georgia in consideration for the disproportionate distribution of real estate Vernon inherited from Terry’s estate. As noted, Robert “requests that the Court enter an order approving the execution and recording of the [attached PR deeds] contemporaneous with the recording of the [joint tenancy warranty deed].” On September 24, 2021, the county court granted Robert’s application. In its order, it noted that Mary Jo did not file a resistance to the application and did not appear at the hearing. On

-2- October 4, Mary Jo filed a motion for reconsideration, arguing that she did not receive notice of the hearing on Robert’s application, that her counsel had previously expressed “severe objection” to any such application, that a prior hearing had been continued to allow the parties to have all involved real estate appraised, and that counsel for Mary Jo had not yet received the appraisal. Robert opposed the motion. On November 18, the county court issued a written opinion sustaining Mary Jo’s motion to reconsider, finding that while there was intent to give notice, Mary Jo was not properly served notice of the continued date for hearing by the court and so any notice given was inadequate. On January 27, 2022, the court held a hearing to reconsider Robert’s application for approval of the deeds. An appraisal of the seven parcels of land at issue in this case was received by the court as an exhibit. Other than the appraiser, Georgia, Robert’s wife, was the only person who testified on behalf of the personal representative. Georgia testified that these parcels were all owned by members of the Mayberry family. Earlene had owned some of this property, and when she died, Terry, Vernon, and Robert each inherited different parcels from her. The three brothers continued to farm the property after her death. At some point following Earlene’s death, Terry suffered a stroke and was placed in a nursing home. Georgia testified that both Vernon and Robert anticipated that Terry’s death was imminent and, therefore, the family began discussing what would happen with Terry’s property after Terry’s death. She testified that she was present during those discussions and that both Terry and Vernon wanted the properties, specifically the parcels that made up what they deemed to be the “Odle farms,” to stay in the family. Georgia also testified that on January 21, 2021, while she and Robert were visiting Vernon in his home, Vernon again expressed a desire to convey the Odle farm to Robert to keep it in the family. At that time, Vernon and Mary Jo deeded the property to Robert and Georgia, as illustrated by their signatures on two joint tenancy warranty deeds. However, Georgia admitted that the notarization of the joint tenancy warranty deeds was faulty. The notary was not actually present in Vernon’s home when he and Mary Jo signed the deeds. Georgia testified that due to COVID-19, she made special arrangements with the notary.

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Bluebook (online)
In re Estate of Mayberry, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-mayberry-nebctapp-2024.