Probate Q&A Series

How can I challenge a will if I think the notarization or date was altered? – North Carolina

Short Answer

In North Carolina, the usual way to challenge a will based on a suspicious notarization, altered date, or other execution problems is to file a caveat in the decedent’s estate file with the Clerk of Superior Court. A caveat must generally be filed within three years after the will is probated in common form. If only a copy exists and the original may be missing or withheld, the dispute often becomes both a “was this will properly executed?” case and a “can a copy be treated as the will?” case, and the court may require strong proof about what happened to the original.

Understanding the Problem

In North Carolina probate, the key question is: can an interested person challenge a will when the notary block, self-proving affidavit, or execution date looks changed or unreliable, especially when only a copy is available and the original may be missing or being withheld by someone named in the document. The issue usually turns on whether the will was actually signed and witnessed the way North Carolina requires, and whether the document offered to the court is the same document the decedent signed.

Apply the Law

North Carolina treats a will challenge as a specific type of proceeding called a caveat. A caveat is filed with the Clerk of Superior Court in the estate file and then transferred to Superior Court for a jury trial. When the challenge involves an altered notarization or date, the legal focus is usually on due execution (were the required signatures and witnessing done correctly) and authenticity (is the document genuine and unaltered in a way that matters). If the will is “self-proved,” the notarized self-proving affidavit can substitute for live witness testimony at probate—but a suspicious notary block can become a central issue in the caveat.

Key Requirements

  • Standing (right to file): The person filing must be an “interested party,” meaning someone whose share of the estate could change depending on whether the will is valid.
  • Timely caveat: A caveat generally must be filed within three years after the will is admitted to probate in common form (with extensions for certain legal disabilities).
  • A legal ground tied to execution/authenticity: The challenge must connect the altered notarization/date to a recognized validity problem—most commonly lack of proper execution, fraud/forgery, or another defect that makes the will invalid.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, only a copy of the will is available, and there is concern that the original is missing or being withheld by a named individual. If the notarization or date on the copy appears altered, the caveat can focus on whether the will was properly executed and whether the self-proving paperwork (if any) is reliable. The missing original also matters because the court may require a clear explanation of what happened to the original and evidence that the document being offered reflects the decedent’s actual will.

In practice, a suspicious notary block can point to problems such as an improper self-proving affidavit, a document assembled after the fact, or changes made after signing. A suspicious date can matter if it suggests the will was not signed when claimed, was backdated, or was changed in a way that affects which document is the “last” will. These issues are usually proven through document examination, witness testimony (attesting witnesses and notary), and evidence about the will’s custody and where it was kept.

For more on closely related issues, see challenge a will when the original is missing and only a copy exists and what evidence is usually needed when the notarization looks suspicious.

Process & Timing

  1. Who files: An interested party (often an heir or beneficiary under a different will). Where: The Clerk of Superior Court in the county where the estate is opened (the decedent’s estate file). What: A caveat filed in the estate file; the filing should identify the will being challenged and the grounds (for example, improper execution, authenticity concerns tied to an altered notarization/date, or fraud/forgery). When: At probate or within three years after probate in common form.
  2. Service and party alignment: After filing, the caveat must be served on interested parties under the civil rules, and the court holds an alignment hearing so parties are aligned with the caveators or the propounders. This step matters because people who do not appear can still be bound by the outcome.
  3. Superior Court trial and evidence: The clerk transfers the case to Superior Court for a jury trial. Evidence often includes the original will (if produced), the probate file, the self-proving affidavit (if any), testimony from attesting witnesses and the notary, and evidence explaining the missing original and the chain of custody.

Exceptions & Pitfalls

  • Probate in solemn form can cut off later caveats: If the will was probated in solemn form and an interested party was properly served in that proceeding, that party may be barred from later filing a caveat.
  • “Notarized” does not always mean “validly executed”: North Carolina execution rules focus on the testator’s signature and witness attestation; a notary issue may matter most when it affects a self-proving affidavit or suggests tampering. A caveat should be framed around the legal defect (execution/authenticity), not just the fact that something “looks wrong.”
  • Missing original creates a second fight: When only a copy exists, the propounder typically must account for the missing original and show it was not missing because the decedent revoked it. Evidence of a diligent search and facts about who had access to the original can become central.
  • Delay can make proof harder: Witnesses move, memories fade, and documents disappear. Even when the three-year deadline has not run, waiting can weaken the available evidence about signatures, notarization, and custody.

Conclusion

In North Carolina, the standard way to challenge a will based on a suspected altered notarization or date is to file a caveat in the decedent’s estate file with the Clerk of Superior Court and litigate the validity in Superior Court. The caveat must generally be filed within three years after probate in common form. When only a copy exists and the original may be missing or withheld, the case often turns on proof of proper execution, authenticity, and a credible explanation for the missing original. The next step is to file the caveat in the estate file before the three-year deadline expires.

Talk to a Probate Attorney

If a will’s notarization or date looks altered and the original document cannot be located, the timeline and the evidence needed can become complicated quickly. If you’re dealing with a suspected altered will or a missing original, our firm has experienced attorneys who can help explain the caveat process, the proof issues, and the deadlines. Call us today at [919-341-7055].

Disclaimer: This article provides general information about North Carolina law based on the single question stated above. It is not legal advice for your specific situation and does not create an attorney-client relationship. Laws, procedures, and local practice can change and may vary by county. If you have a deadline, act promptly and speak with a licensed North Carolina attorney.