Probate Q&A Series

Can anyone object to the year’s allowance, and what happens if they do? – North Carolina

Short Answer

Yes. In North Carolina, a year’s allowance can be challenged by any person with legal standing (including the personal representative) through an estate proceeding filed with the Clerk of Superior Court. A challenge can dispute whether the allowance should have been awarded, the amount, or which assets were assigned. If a challenge is filed on time, the matter is handled like a contested estate proceeding, and the clerk can hold a hearing and enter an order that may leave the allowance as-is, change it, or set it aside.

Understanding the Problem

In a North Carolina probate case, a year’s allowance may be entered by the Clerk of Superior Court and a certified year’s allowance may be issued. The single question is whether someone other than the person who received the allowance can object, and what the process looks like after an objection is made. The decision point is whether an interested person has standing and acts within the time allowed to start a challenge to the clerk’s order awarding the year’s allowance.

Apply the Law

Under North Carolina law, the Clerk of Superior Court enters the order awarding a spousal allowance and/or a child’s allowance as part of estate administration. If the allowance was awarded without first being decided in a contested estate proceeding, the law allows a later challenge by a person with standing. The challenge is filed as an estate proceeding with the clerk and must be brought within a specific time window measured from the date the order awarding the year’s allowance was entered.

Key Requirements

  • Standing: The person objecting must have a legally recognized stake in the allowance decision (for example, the personal representative or another person whose share or administration of the estate could be affected).
  • Proper forum and procedure: The objection is not just an informal complaint; it is brought as an estate proceeding before the Clerk of Superior Court under North Carolina’s estate-proceeding rules.
  • Deadline: The challenge generally must be filed within one year from the date the clerk entered the order awarding the year’s allowance.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, a year’s allowance was filed and a certified year’s allowance has been received, which usually means the Clerk of Superior Court entered an order awarding specific estate personal property (and sometimes a deficiency amount if the estate’s personal property is not enough). Under North Carolina law, that does not automatically prevent a later challenge. If a person with standing files a timely estate proceeding to challenge the award, the clerk can review whether the allowance was proper, whether the value/amount was correct, and whether the assets assigned were appropriate under the statute.

Process & Timing

  1. Who files: Any person with standing (often the personal representative, an heir, or another affected party). Where: The Clerk of Superior Court in the county where the estate is being administered. What: An estate proceeding to challenge the year’s allowance (commonly handled as a contested estate proceeding). When: Generally within one year of the date the order awarding the year’s allowance was entered.
  2. How it moves forward: The clerk treats the matter as an estate proceeding and may schedule a hearing. The parties typically present documents and testimony about entitlement, valuation, and whether the assets awarded fit within the allowance rules. Local scheduling and procedures can vary by county.
  3. Decision and next steps: The clerk enters an order resolving the challenge (for example, confirming the allowance, changing the assets assigned, adjusting the amount, or setting aside the award). Depending on the posture of the case, an aggrieved party may have appeal rights under North Carolina’s estate-appeal procedures, which have short deadlines.

Exceptions & Pitfalls

  • Not everyone can object: The objector must have standing. A person who is not affected by the allowance decision may not be able to bring the challenge.
  • Missing the correct deadline: The one-year challenge period runs from the order date, not from when someone first learned about the allowance. Waiting can forfeit the ability to contest.
  • Confusing “certified” with “unchangeable”: A certified year’s allowance is strong paperwork for transferring or claiming the assigned property, but it can still be challenged through the proper estate proceeding if filed on time.
  • Valuation and asset-selection disputes: Many objections turn on what property was picked and how it was valued. In practice, organized proof (account statements, appraisals, title documents, and an inventory trail) often matters as much as legal arguments.

For more background on how a year’s allowance affects control of specific items, see what a year’s allowance can mean for rights to use or sell estate property. For hearing-focused preparation, see what happens at a court hearing on a year’s allowance.

Conclusion

In North Carolina, a year’s allowance can be objected to by a person with standing, including the personal representative, by filing an estate proceeding with the Clerk of Superior Court. The challenge can address whether the allowance should have been awarded, the amount, or the assets assigned. The key timing rule is that the challenge generally must be filed within one year of the clerk’s order awarding the year’s allowance. The next step is to file the proper estate proceeding with the clerk before that deadline.

Talk to a Probate Attorney

If you’re dealing with a dispute about a North Carolina year’s allowance after a certified allowance has been issued, our firm has experienced attorneys who can help explain standing, deadlines, and the contested estate proceeding process. 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.