Probate Q&A Series

How do I open an intestate estate in North Carolina when the surviving spouse hasn’t initiated probate?

Detailed Answer

When someone dies without a valid will in North Carolina, their estate is “intestate.” To distribute assets and settle debts, you must open an intestate estate by appointing a personal representative. North Carolina law sets out clear steps. Follow them carefully to ensure you meet all requirements and avoid delays.

Step 1: Determine the Need for Administration

Not all estates require formal probate. You may skip formal administration if the estate’s assets total less than $20,000 and there is no real property. See N.C. Gen. Stat. § 28A-4-1. If the estate exceeds those limits or includes land, you must open an intestate estate.

Step 2: Identify Who Can Serve as Personal Representative

North Carolina law ranks potential administrators by relationship. The surviving spouse enjoys first priority under N.C. Gen. Stat. § 28A-11-1. If the spouse does not act, the law moves to the decedent’s heirs (children, parents, siblings) in a specified order.

Step 3: Observe the Surviving Spouse’s Priority Period

The surviving spouse has an exclusive 30-day window following death to file for Letters of Administration. During this period, no one else may qualify. After 30 days, other qualified heirs or creditors can petition. See N.C. Gen. Stat. § 28A-11-3.

Step 4: File the Petition for Letters of Administration

Prepare and file a Petition for Letters of Administration with the Clerk of Superior Court in the county where the decedent lived. The petition must include:

  • The decedent’s name, date of death and last residence
  • A statement that no valid will exists
  • A list of all known heirs and their addresses
  • The petitioner’s relationship to the decedent

Attach an affidavit of heirs detailing next of kin. File the petition with the appropriate filing fee.

Step 5: Provide Notice to Heirs and Creditors

After filing, the clerk issues a notice of administration. You must mail this notice to all heirs within 30 days. You also publish a notice to creditors in a local newspaper. Creditors then have at least three months to file claims. See N.C. Gen. Stat. § 28A-13-3.

Step 6: Obtain and Qualify for Letters of Administration

If no valid objections arise, the clerk issues Letters of Administration. You must take an oath to faithfully discharge your duties and, unless waived, post a surety bond under N.C. Gen. Stat. § 28A-12-1.

Step 7: Administer the Estate

With Letters of Administration in hand, you may collect assets, pay debts, file tax returns and distribute property according to the intestacy rules set out in Chapter 29 of the General Statutes.

Key Points to Remember

  • Estates under $20,000 (and no real estate) may qualify for a small estate summary proceeding.
  • The surviving spouse has first priority and a 30-day exclusive right to serve.
  • After 30 days, other heirs or creditors may petition to serve as administrator.
  • You must file a petition, provide notice to heirs and creditors, and, if required, post bond.
  • Distribute assets under Chapter 29 if no will exists.

Contact Pierce Law Group for Help

Opening an intestate estate involves strict procedures and deadlines. Pierce Law Group’s attorneys guide you through each step. Email us at intake@piercelaw.com or call (919) 341-7055 to schedule a consultation.