Probate Q&A Series

What steps should I take if an affidavit in a North Carolina probate case contains inaccurate information?

Detailed Answer

In North Carolina probate, parties sometimes rely on affidavits to speed up administration. Affidavits can cover small-estate distribution, heirship, or other estate matters. When one contains inaccurate information, you face risks of wrongful distribution, delays and personal liability for anyone who relied on false statements.

1. Review the Affidavit and Gather Evidence

Begin by obtaining a certified copy of the affidavit from the clerk of superior court. Compare each statement to trusted documents such as death certificates, wills, deeds, bank records and beneficiary designations. Record all discrepancies and secure any supporting paperwork or witness statements.

2. Notify Interested Parties

Send a written notice to the person who filed the affidavit, the personal representative, heirs and known creditors. Explain which statements seem incorrect and request clarification or correction within a set timeframe. Keep copies of your correspondence.

3. File a Formal Objection or Petition to Revoke

If the filer refuses to correct the affidavit, you can ask the clerk to set a hearing on your objection. Under G.S. 28A-8-6, the court may correct clerical errors or revise estate proceedings. For small-estate affidavits, you may also rely on G.S. 28A-20-1, which exposes filers to liability if any material fact proves false.

4. Request Return of Wrongfully Distributed Property

If assets passed based on the inaccurate affidavit, demand their prompt return. Cite G.S. 28A-20-1, which holds the filer and any beneficiary who accepted property responsible for returning it to the rightful heir or personal representative.

5. Consider a Petition for Determination of Heirs

When the identity of heirs is in question, file a Petition for Determination of Heirs. This formal proceeding establishes the proper beneficiaries under North Carolina law.

6. Seek Court Enforcement and Remedies

At the hearing, ask the court to revoke or amend the affidavit, sanction the filer, and impose costs or attorney fees. The clerk may reopen the estate record to set things right.

Acting swiftly protects estate assets and prevents further errors. Always serve notices and filings according to the North Carolina Rules of Civil Procedure and the clerk’s local rules.

Key Steps at a Glance

  • Obtain and review the affidavit from the clerk’s office
  • Gather documentary and witness evidence of inaccuracy
  • Notify the filer, personal representative and heirs in writing
  • File an objection or petition to revoke under G.S. 28A-8-6
  • Demand return of any wrongfully distributed property per G.S. 28A-20-1
  • Consider a Petition for Determination of Heirs
  • Attend the court hearing and seek correction, sanctions and fees

Take Action Today

Errors in probate affidavits can derail an entire estate administration. Pierce Law Group’s team has guided clients through objections, hearings and corrections in North Carolina probate. Let us protect your rights and restore accuracy to your case.

Contact us by email at intake@piercelaw.com or call us at (919) 341-7055 to schedule a consultation.