Oct312025
Probate Q&A Series

How will assets be distributed if the contested will is declared invalid and I’m the sole heir? – North Carolina

Short Answer

In North Carolina, if a will is set aside in a caveat (will contest), the estate is administered as if there were no will. Property then passes under the Intestate Succession Act to the legal heirs. If you are truly the sole heir, you take the net estate after payment of valid claims and allowed expenses; non-probate assets and statutory allowances can affect what is available.

Understanding the Problem

You want to know whether, if the court declares your parent’s contested will invalid, you will receive the estate as the sole heir under North Carolina law. The will was signed with two witnesses at a retail shipping center and notarized, and you have concerns about undue influence. The question is whether, after the will is voided, the estate passes to you by intestacy.

Apply the Law

When a North Carolina court sets aside a will in a caveat proceeding, the estate is administered as an intestate estate. The Clerk of Superior Court oversees the estate file, but the will contest itself is tried in Superior Court. An administrator is appointed to gather assets, publish notice to creditors, pay valid claims and costs, and then distribute the remaining property to the heirs designated by the Intestate Succession Act. If you are the only heir, you receive the net probate estate unless a surviving spouse or other heir has rights that change that result.

Key Requirements

  • Will declared invalid: The contested will must be set aside by the Superior Court in a caveat or otherwise held not to be the decedent’s valid will.
  • You qualify as an heir: You must be an heir under North Carolina’s Intestate Succession Act (for example, an only child when there is no surviving spouse or other heirs with priority).
  • Estate administration steps: An administrator is appointed, publishes notice to creditors, pays allowed claims and expenses, then distributes the remaining probate assets.
  • Non‑probate transfers: Assets with beneficiary designations or survivorship generally pass outside the estate and are not distributed under intestacy.
  • Possible reductions: Statutory allowances, liens, taxes, and a surviving spouse’s statutory rights can reduce what is available for distribution.

What the Statutes Say

Analysis

Apply the Rule to the Facts: If the Superior Court sets aside your parent’s will for undue influence or another defect, the estate passes by intestacy. If you are the only heir under North Carolina’s intestacy rules and there is no surviving spouse or other heir with priority, you would receive the net probate estate after payment of valid claims, taxes, and administration costs. While the caveat is pending, no distributions are allowed, but necessary expenses and certain claims may be paid.

Process & Timing

  1. Who files: You (as an interested heir). Where: File a caveat in the existing estate file with the Clerk of Superior Court in the county where the will was probated; the case is transferred to Superior Court. What: A caveat pleading under the will-contest statutes; no standard AOC caveat form. When: File within the three-year window after the will is probated (earlier is better).
  2. After filing, the Clerk transfers the case to Superior Court for a jury trial. While the caveat is pending, the personal representative cannot distribute assets but may pay specified expenses and timely claims with notice to the Clerk. Mediation and discovery are common; timelines vary by county.
  3. If the court declares the will invalid, the matter returns to the Clerk for intestate administration. You or another eligible person applies for Letters of Administration (AOC‑E‑202). The administrator publishes notice to creditors and, after the claims period ends and debts are paid, distributes the remaining probate assets to the intestate heir(s) and files a final account.

Exceptions & Pitfalls

  • Accepting benefits under the contested will can bar a caveat unless the benefit is the same or less than what you would receive by intestacy.
  • A surviving spouse may have a statutory intestate share and other rights that reduce the estate available to heirs.
  • Year’s allowances and valid creditor claims are paid before heirs receive anything; do not expect distributions until after the claims period closes.
  • Assets with beneficiary designations or survivorship typically bypass the estate and are not distributed under intestacy.
  • All scripts purporting to be wills should be presented in the caveat; failing to include them can cause delays or additional proceedings.

Conclusion

If the court declares the contested will invalid, North Carolina treats the estate as intestate and distributes property under the Intestate Succession Act. If you are the sole heir and no spouse or other heir has priority, you receive the net probate estate after payment of valid claims and expenses. Next step: file a caveat in the estate file with the Clerk of Superior Court within the three‑year probate window to challenge the will and preserve your rights.

Talk to a Probate Attorney

If you’re dealing with a will contest and want to know whether you’ll inherit as the sole heir if the will is set aside, our firm has experienced attorneys who can help you understand your options and timelines. 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.

Category: Probate Q&A Series

Author: jpierce

Attorney Jared Pierce is the founder of Pierce Law Group in Raleigh, North Carolina, a firm he established with a dedicated focus on probate administration and estate planning across North Carolina. Born and raised in the Republic of South Africa, Jared moved to Durham with his family in 2001, bringing with him a rich cultural background and a distinctive accent that often serves as a conversation starter.