In re Estate of George

Decedent executed a pour-over will and a revocable inter vivos trust for the intended purpose of disinheriting her surviving Spouse, and thereby effectively destroying his elective share as to the property transferred to the trust. This appeal involved two consolidated cases. The district court granted summary judgment against Spouse in both matters, concluding (1) in the probate matter, the property transferred and held in the trust was not subject to the elective share; and (2) in the related civil action in which Spouse sought $125,000 from the trust as a creditor for work performed during the marriage on a building owned by Decedent and transferred to the trust, the claim was time barred. The Supreme Court affirmed, holding (1) the district court properly granted summary judgment in the probate matter because the property transferred to the Trust was never legally the property of Decedent's estate, and therefore, there was no legal basis for making the property a part of Decedent's estate for purposes of the elective share; and (2) the district court properly found that the failure of Spouse to file his civil complaint against the Estate deprived the court of jurisdiction.