In Re Estate of Stephenson

503 N.W.2d 540, 243 Neb. 890, 1993 Neb. LEXIS 203
CourtNebraska Supreme Court
DecidedJuly 30, 1993
DocketS-90-919, S-90-920
StatusPublished
Cited by23 cases

This text of 503 N.W.2d 540 (In Re Estate of Stephenson) 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 Stephenson, 503 N.W.2d 540, 243 Neb. 890, 1993 Neb. LEXIS 203 (Neb. 1993).

Opinion

Shanahan, J.

Helen Stephenson, the widow of A.M. Stephenson, filed her petition in the county court for Otoe County, requesting *892 allowances for homestead, exempt property, and spousal support and further requesting that the court, pursuant to Neb. Rev. Stat. § 30-2317 (Reissue 1989), set over to Helen her elective share in the augmented estate of A.M. Stephenson, deceased.

The personal representatives of the A.M. Stephenson estate objected to Helen’s requested allowances and an elective share because Helen and A.M. Stephenson had signed an antenuptial agreement which barred Helen’s sharing in the A.M. Stephenson estate and waived all claims against the estate. In response to the objection, Helen replied that the antenuptial agreement was “a result of fraud and overreaching.”

The county court found that the evidence was “clear and convincing” that the antenuptial agreement was the “result of fraud in the inducement on the part of A.M. Stephenson” because “A.M. Stephenson intentionally withheld from Helen Stephenson information concerning the nature and extent of his assets.” Therefore, the court entered judgment for Helen Stephenson and invalidated the antenuptial agreement, thereby entitling Helen to an elective share equal to one-half of the augmented estate of A.M. Stephenson, deceased. The county court also granted Helen Stephenson allowances for spousal support, homestead, and exempt property. Later, the county court ordered that the estate pay fees and costs for the lawyers who represented the personal representatives on their objections.

The county court’s judgments were appealed to the district court, which, finding that the evidence was not “clear and convincing” on the issue of A.M. Stephenson’s fraud, reversed the county court’s judgment on the antenuptial agreement and remanded the cause to the county court with direction “to incorporate the provisions of the antenuptial agreement in the estate proceeding, giving it full force and effect,” that is, the antenuptial agreement barred Helen Stephenson’s claims against, and an elective share of, the estate of A.M. Stephenson, deceased. However, the district court affirmed the county court’s judgment for fees and costs.

Helen Stephenson appealed from both judgments of the district court, but died pending her appeals consolidated for *893 disposition by this court. Helen Stephenson’s appeals have been revived in the name of Michael N. Mulligan, personal representative of the estate of Helen Stephenson, deceased. See Neb. Rev. Stat. § 25-1401 et seq. (Reissue 1989) (revivor of action).

REVIVOR

The personal representatives of the A.M. Stephenson estate contend that since Helen has died during pendency of these appeals, her claims for allowances and an elective share as a surviving spouse have abated; therefore, revivor is unavailable.

Neb. Rev. Stat. § 30-2315 (Reissue 1989) of the Nebraska Probate Code states: “The right of election of the surviving spouse may be exercised only during his or her lifetime by him or her.” According to § 30-2317: “The surviving spouse may elect to take his or her elective share in the augmented estate by filing in the court and mailing or delivering to the personal representative, if any, a petition for the elective share____”

Neb. Rev. Stat. § 30-2324 (Reissue 1989) of the Nebraska Probate Code authorizes an allowance for support of a surviving spouse during ádministration of an estate. Further, § 30-2324 provides in part: “The death of any person entitled to family allowance, other than the surviving spouse, terminates his [or her] right to allowances not yet paid.” Also, in part Neb. Rev. Stat. § 30-2325 (Reissue 1989) provides:

The homestead allowance, the exempt property, and the family allowance as finally determined by the personal representative or by the court, shall vest in the surviving spouse as of the date of decedent’s death, as a vested indefeasible right of property, shall survive as an asset of the surviving spouse’s estate if unpaid on the date of death of such surviving spouse, and shall not terminate upon the death or remarriage of the surviving spouse.

The appellee personal representatives point to In re Estate of Samson, 142 Neb. 556, 7 N.W.2d 60 (1942), and Jacobson v. Nemesio, 204 Neb. 180, 281 N.W.2d 552 (1979), as support for their position that Helen Stephenson’s claims for allowance and an elective share are abated by her death. In In re Estate of Samson, which was decided before the current Nebraska *894 Probate Code became effective on January 1, 1977, see Neb. Rev. Stat. § 30-2901 (Reissue 1989), this court held that a widow’s claim for spousal allowance for her deceased husband’s estate was based on a personal right that abated when the widow died during pendency of the widow’s appeal from an adverse judgment on her claim for the allowance. In Jacobson, this court, considering whether a surviving spouse’s claim for support survived the claimant’s death, stated that allowances for homestead, exempt property, and spousal support

are all provided by statute and are personal in nature. We have found no statute, nor are we cited to any statutory provision, declaring that these rights, personal in nature, survive the death of the surviving spouse. It is fundamental that when a party to a pending suit dies and the right is personal in nature, the right dies with the person. The personal representatives of a deceased party to a suit cannot prosecute or defend a suit after his death unless the cause of action on which the suit was brought is one that survives by law.

204 Neb. at 183, 281 N.W.2d at 554. However, we note the existence of §§ 30-2324 and 30-2325 in the Nebraska Probate Code as previously mentioned.

The plain language of §§ 30-2315 and 30-2317, when read conjunctively, states that a surviving spouse elects to take a share in the augmented estate when a petition for the elective share is filed in the county court that has probate jurisdiction and is served on the estate’s personal representative, if any. When a surviving spouse has petitioned for an elective share, the right to pursue an elective share is no longer a surviving spouse’s potential personal right subject to abatement, but has become a right vested in the surviving spouse.

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Bluebook (online)
503 N.W.2d 540, 243 Neb. 890, 1993 Neb. LEXIS 203, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-stephenson-neb-1993.