Probate Q&A Series

What proof will a clerk accept to establish my marriage for a spousal year’s allowance when the death certificate is inaccurate? – North Carolina

Short Answer

In North Carolina, the clerk of superior court must be satisfied that a valid marriage existed before assigning a spousal year’s allowance. If the death certificate wrongly lists “divorced,” the clerk may rely instead on other competent evidence, such as the marriage certificate, court records showing no divorce, sworn affidavits, and, if needed, a court order or amended vital record. The key is presenting clear, consistent proof that the marriage was valid at the time of death.

Understanding the Problem

The narrow question is: when a North Carolina death certificate incorrectly lists a decedent as divorced, what proof can a surviving spouse offer to the clerk of superior court to establish the marriage for purposes of a spousal year’s allowance under probate law? The concern is whether a clerk may look beyond the death certificate and what kinds of documents or sworn statements can overcome that inaccuracy so the surviving spouse can qualify for the statutory allowance.

Apply the Law

Under North Carolina law, a surviving spouse becomes entitled to a statutory year’s allowance only if there was a valid marriage at the time of death and the spouse is not barred by another law. The petition is filed as an estate matter with the clerk of superior court in the county where venue is proper, and the clerk serves as the fact-finder on whether the marriage existed. The death certificate is one form of proof of death, but it is not the only evidence the clerk may consider, especially if parts of it are wrong.

Key Requirements

  • Valid marriage at death: The decedent and the surviving spouse must have entered into a lawful marriage and remained married when the decedent died (no prior divorce or annulment in effect).
  • Proper filing of the allowance petition: The surviving spouse must file a verified petition for year’s allowance with the appropriate clerk of superior court using the required form and information.
  • Competent proof to the clerk: The clerk must have reliable evidence of both the death and the marital status, which can include documents and affidavits that correct or outweigh errors on the death certificate.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, the spouses remained married, and no divorce was ever filed, but the death certificate lists the decedent as divorced based on incorrect information from a relative. The clerk denied the year’s allowance after administrative attempts to prove marital status, which implies the clerk was not satisfied with the proof presented. In this situation, strong evidence such as the original marriage certificate, certified court searches showing no divorce between the parties, and sworn affidavits from the surviving spouse and other knowledgeable witnesses can directly address the error. If needed, an amended death certificate or a court order confirming marital status can give the clerk the additional assurance required to assign the allowance.

Process & Timing

  1. Who files: The surviving spouse. Where: With the clerk of superior court in the county where venue is proper under North Carolina estate laws. What: A verified “Application and Assignment of Year’s Allowance” (AOC Form E-100) listing the decedent’s information, marital status, and personal property. When: There is no overall time limit to claim a year’s allowance, but if a personal representative is appointed, the claim must be filed within six months after letters are issued under N.C. Gen. Stat. § 30-15.
  2. Gather and file supporting proof of marriage with the petition, including the marriage certificate, prior court orders involving the parties that confirm marital status, and certified searches from the clerk’s office (and, ideally, other North Carolina counties where either party lived) showing no divorce between the spouses. Include sworn affidavits from the surviving spouse and at least two other individuals with personal knowledge that the parties remained married until death and that no divorce occurred.
  3. If the clerk still questions marital status, pursue correction of the underlying records. That may mean petitioning the appropriate agency or filing a special proceeding in superior court to establish the marriage facts and, if needed, obtain an order or amended vital record. Once corrected or clarified, return to the clerk with the court order or amended documents and request assignment of the year’s allowance.

Exceptions & Pitfalls

  • If the marriage itself was invalid (for example, because one party was still married to someone else when the ceremony occurred), the clerk may deny the allowance even if the death certificate says “married.”
  • If the surviving spouse is barred under other North Carolina law (such as certain marital misconduct statutes), the clerk may find that the right to an allowance is forfeited.
  • Relying only on an inaccurate death certificate without supplying additional documents and affidavits can lead to denial; carefully prepared written proof that no divorce was entered, along with witness affidavits, is often necessary.
  • Different counties may have different local expectations about what proof is “enough,” so failing to check with the local clerk’s office or to present all available records and affidavits can slow or derail the request.

Conclusion

To secure a spousal year’s allowance in North Carolina when a death certificate wrongly lists a decedent as divorced, the surviving spouse must show the clerk of superior court that a valid marriage existed at death using reliable alternative proof. The core tools are the marriage certificate, court records confirming no divorce, and strong sworn affidavits, and, if necessary, an amended vital record or court order clarifying marital status. The practical next step is to file a verified petition for year’s allowance with complete supporting evidence and, if letters are issued in the estate, do so within six months of that appointment.

Talk to a Probate Attorney

If a death certificate or other record has created questions about marital status and blocked a spousal year’s allowance in North Carolina, our firm has experienced probate attorneys who can help explain options for correcting the record and presenting proof to the clerk. 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.