NUSS EX REL. NUSS v. Alexander

595 N.W.2d 263, 257 Neb. 36
CourtNebraska Supreme Court
DecidedJune 4, 1999
DocketS-97-800
StatusPublished

This text of 595 N.W.2d 263 (NUSS EX REL. NUSS v. Alexander) 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
NUSS EX REL. NUSS v. Alexander, 595 N.W.2d 263, 257 Neb. 36 (Neb. 1999).

Opinion

595 N.W.2d 263 (1999)
257 Neb. 36

Ray D. NUSS and Sandra Fox, Special Administrators For and on Behalf of the ESTATE OF Curtis M. NUSS, deceased, Appellants,
v.
Eugene M. ALEXANDER, Appellee.

No. S-97-800.

Supreme Court of Nebraska.

June 4, 1999.

*264 Darrell K. Stock, of Snyder & Stock, and, on brief, Lyle Joseph Koenig, of Koenig & Stover, P.C., Lincoln, for appellants.

Jeffrey L. Stoehr, of Biggs & Stoehr, for appellee.

HENDRY, C.J., WRIGHT, CONNOLLY, GERRARD, STEPHAN, McCORMACK, and MILLER-LERMAN, JJ.

MILLER-LERMAN, J.

NATURE OF CASE

Appellants, Ray D. Nuss and Sandra Fox, special administrators of the estate of *265 Curtis M. Nuss (the Estate), their late father, appeal an order of the district court for Adams County granting the motion to strike of appellee, Eugene M. Alexander, and dismissing appellants' second amended petition against Alexander. We reverse, and remand for further proceedings consistent with this opinion.

ALLEGATIONS IN SECOND AMENDED PETITION

There is no evidentiary record in this case, and therefore, we summarize the background based on the allegations in the second amended petition as supplemented by the transcript. Nuss died testate on March 14, 1993. Nuss was a retired farmer living in a nursing home in Blue Hill, Nebraska. Nuss' will was submitted for probate in the county court for Webster County. Alexander, an attorney in Hastings, Nebraska, was appointed personal representative of the Estate pursuant to the terms of Nuss' will.

It is alleged that Nuss had granted Alexander a durable power of attorney in 1987. In the 20 years preceding Nuss' death, it is alleged that Alexander had provided various legal services to Nuss, including defending Nuss on several alcohol-related misdemeanor charges, preparing tax returns, and handling some minor real estate matters. It is further alleged that Alexander also performed some personal, nonlegal services for Nuss, including occasionally taking him to the doctor or dentist, preparing checks, and simply visiting with Nuss.

Nuss' will devised all of his property to his five adult children. Appellants, as two of those children, requested the probate court to appoint them special administrators of the Estate. The court did so on May 2, 1995. As special administrators, appellants challenged the fee application submitted by Alexander and a second attorney, hereinafter referred to as "Probate counsel," for their services in administering the Estate. After a contested hearing, on February 16, 1996, the probate court awarded Alexander $1,500 in fees, and the court ordered the Estate to pay Probate counsel $6,000, plus $577.76 in costs. Based on the record, it appears that appellants did not request a review of this judgment by the Nebraska Court of Appeals.

Appellants thereafter petitioned the probate court to remove Alexander as the Estate's personal representative because, although more than 2 years had passed since Nuss' death, Alexander had failed to pay the Estate's taxes and had failed to timely complete and close the Estate. The probate court removed Alexander and appointed appellants as copersonal representatives of the Estate on May 9,1996.

On March 13, 1996, appellants filed a petition, as special administrators of the Estate, against Alexander. The instant appeal arises from the case initiated by appellants' filing of this petition in the district court for Adams County. In general, the allegations in the petition challenged the value of professional services Alexander had delivered to Nuss in his lifetime and purported to challenge the fees and costs the probate court had allowed in connection with the administration of the Estate. The petition has been amended twice.

With respect to their claim regarding the legal services that Alexander performed for Nuss, appellants alleged in their second amended petition that Alexander had charged and collected excessive fees from Nuss totaling more than $190,000. Appellants also alleged that in August 1991, Alexander induced Nuss to sign a promissory note for $65,000 for legal fees which Alexander claimed Nuss owed him. Appellants alleged that Alexander accepted $75,400 from Nuss on the note, thereby receiving an overpayment of $10,400, which Alexander did not refund to Nuss. Appellants alleged that they did not and could not have discovered the allegedly excessive fees Alexander charged and collected from Nuss until after appellants' appointments as the Estate's special administrators *266 in May 1995. As noted above, appellants commenced this action against Alexander in March 1996, within 1 year of the date they claimed to have discovered the excessive fees Alexander allegedly charged and collected from Nuss.

In their second amended petition, appellants also asked the district court to modify or reverse the probate court's order allowing aggregate fees and costs to Alexander and Probate counsel of $8,077.76.

In response to appellants' second amended petition, Alexander filed a pleading entitled "Motion to Strike From and to Make Plaintiffs' Second Amended Petition at Law More Definite and Certain ." This pleading states that it is brought under Neb.Rev.Stat. § 25-833 (Reissue 1995). In this motion, Alexander requested the district court to strike appellants' allegation pertaining to their discovery of the allegedly excessive fees, claiming that this allegation was "irrelevant and immaterial and conclusory in nature." Similarly, Alexander asked the court to strike appellants' allegations that Alexander collected excessive fees at the sale of Nuss' farm and that Alexander kept no records which documented the services he actually performed for Nuss. In this regard, for the sake of completeness, we note that in a copy of his deposition testimony appended to the second amended petition, Alexander admitted he maintained no such records. Alexander also sought to strike appellants' three purported "theories of recovery" which were denominated "Excessive Fees," "Recoupment," and "Damages" for the reason that these allegations and their reference to alleged damages sustained on February 16, 1996, as a result of the fees and costs awarded to Alexander and Probate counsel in the probate proceedings, were "irrelevant and immaterial and contain conclusory opinions."

In his motion to strike, Alexander further requested the district court to strike all allegations in appellants' second amended petition regarding the services Alexander had performed for Nuss and the fees he had collected therefor, because such events occurred beyond the 2-year statute of limitations for professional negligence actions provided for in Neb.Rev.Stat. § 25-222 (Reissue 1995) and were, therefore, time barred. In his motion to strike, Alexander further requested the court to order appellants to make their allegations more definite and certain regarding the nature and terms of the relationship between Alexander and Nuss, the basis upon which appellants claimed Alexander's fees were excessive, and the precise amount of fees which appellants alleged were excessive.

On June 13, 1997, the district court entered an order sustaining Alexander's motion to strike "in its entirety" and ordered appellants' second amended petition dismissed.

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Nuss ex rel. Estate of Nuss v. Alexander
595 N.W.2d 263 (Nebraska Supreme Court, 1999)

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595 N.W.2d 263, 257 Neb. 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nuss-ex-rel-nuss-v-alexander-neb-1999.