NORTH CAROLINA INTESTACY LAW
Intestacy law governs the settlement of estates of those who die without
a properly executed Last Will and Testament. For most married couples, North
Carolina’s intestacy law provides for the preferred disposition of one’s
property upon their death. Chapter 29 of the North Carolina General Statutes
provides for minimum distributions to a legal spouse of a decedent. For
example, if a person dies without a Will, leaving only a surviving spouse,
then all real and personal property will pass to his or her surviving
spouse.
Default Property Distribution
North Carolina intestacy law provides that if a person is survived by no
spouse, and no children, then his or her property will pass to surviving
parents, or if no surviving parents, then to his or her siblings. A
surviving unmarried partner is provided nothing at the other’s death. A
deceased person’s lineal relatives (children or parents) stand first in line
for property inheritance. The only way to ensure that your personal and real
property, not passing by beneficiary designation or right of survivorship,
will pass to your unmarried partner is to express that desire in a properly
executed Last Will and Testament.
Appointment of an Administrator
Similarly, North Carolina intestacy law makes almost no provision for an
unmarried partner to oversee the administration of his or her deceased
partner’s estate. Chapter 28A of the General Statutes provides that a
decedent’s spouse, then lineal relatives, then siblings may apply for
appointment as Administrator of an intestate estate. Creditors of the
decedent stand in line ahead of an unrelated “person of good character
residing in the county who applies therefore,” such as an unmarried partner
of the decedent. Again, the only way to ensure that your unmarried partner
may act as your Executor is to name him or her as such in a properly
executed Last Will and Testament.
Appointment of a Guardian
Similarly, if you are the only living biological or adoptive parent of a
child and your partner is not also an adoptive parent of that child, then
the decision of who will become the child’s legal guardian is left to the
decision of the Clerk of Court in the county where you live. However, if
your unmarried partner is named the legal guardian of your child in a
properly executed Last Will and Testament, then the Clerk will give
“substantial weight to such recommendation” of the decedent in making that
decision.
Authorized Final Arrangements
North Carolina has default rules for who may be reimbursed for the costs
of a decedent’s final arrangements. If an unmarried person dies without
leaving written authorization in a properly executed Will or Health Care
Power of Attorney directing who may make such arrangements, then the
decedent’s lineal relatives and siblings have priority over all unrelated
individuals. This means that while an unmarried partner may be able to
direct the cremation or burial of the deceased, the deceased person’s family
can properly refuse to reimburse the partner for such unauthorized funeral
expenses from the decedent’s estate. The North Carolina Court of Appeals has
held that a provision in one’s Will for final arrangements will take
precedence over the wishes of the deceased’s family. The best way to
authorize your unmarried partner to carry out your final arrangements is to
name them in a properly executed Health Care Power of Attorney. [Link there
to the page on Health Care Directives.
Contact Us:
Dan Brady -
dbrady@bradynordgren.com, 919-782-3500
Tim Nordgren -
tnordgren@bradynordgren.com, 919-782-3500
Daire Roebuck -
daireroebuck@bradynordgren.com, 919-782-3500