Probate Q&A Series

How to Compel a Personal Representative to Produce a Decedent’s Original Will under North Carolina Law

Detailed Answer

Under North Carolina law, a personal representative holds a legal duty to deliver the decedent’s original will to the clerk of superior court for probate and record. North Carolina General Statute § 28A-2-1(a) requires the representative to present the will within 30 days after qualifying. If the representative fails to comply, an interested person may seek a court order to compel production.

1. Petition for a Show Cause Order (N.C. Gen. Stat. § 28A-2-1(e))

Any person entitled to distribution or a creditor may file a petition under N.C. Gen. Stat. § 28A-2-1(e). The petition asks the clerk of superior court to order the personal representative to appear and explain why they have not delivered the original will. You must:

  • Prepare and file a written petition in the county where the estate is pending.
  • Serve the personal representative with notice and a copy of the petition.
  • Request a show cause hearing date from the clerk.

2. Attend the Show Cause Hearing and Seek Contempt Sanctions

If the personal representative fails to appear or cannot justify the delay, the clerk can find them in civil contempt and order immediate compliance. Contempt sanctions may include fines or other penalties until the will is produced.

3. Issue a Subpoena Duces Tecum (Rule 45)

If the show cause process does not yield the original will, you can seek discovery relief. Under North Carolina Rules of Civil Procedure Rule 45, you may:

  • File a subpoena duces tecum directing the personal representative to produce the original will at a deposition or hearing.
  • Serve the subpoena in compliance with Rule 45 requirements.

4. File an Ancillary Petition in Superior Court (N.C. Gen. Stat. § 28A-15-1)

In cases where the will remains withheld, you can bring an ancillary petition under N.C. Gen. Stat. § 28A-15-1. This action allows the court to order discovery and compel the representative’s compliance.

Key Steps to Compel a Decedent’s Original Will

  • Confirm you qualify as an interested person (heir, beneficiary, creditor).
  • Verify the personal representative’s duty under N.C. Gen. Stat. § 28A-2-1(a).
  • File a petition for a show cause order under N.C. Gen. Stat. § 28A-2-1(e).
  • Serve the petition and notice of hearing on the personal representative.
  • Attend the hearing and request civil contempt if the will remains undisclosed.
  • Use a subpoena duces tecum under Rule 45 if necessary.
  • Consider an ancillary petition in superior court under N.C. Gen. Stat. § 28A-15-1 for further relief.

Compelling a personal representative to produce the original will ensures the estate moves forward lawfully and beneficiaries receive their rightful inheritance. Navigating this process requires attention to procedural rules and statutory deadlines.

Contact Pierce Law Group for Guidance

If you need help compelling a personal representative to produce a decedent’s original will, turn to experienced attorneys at Pierce Law Group. We guide you through every step of the probate process. Email us at intake@piercelaw.com or call (919) 341-7055 to schedule a consultation.