In Re the Estate of Archibald

644 S.E.2d 264, 183 N.C. App. 274, 2007 N.C. App. LEXIS 1046
CourtCourt of Appeals of North Carolina
DecidedMay 15, 2007
DocketCOA06-1233
StatusPublished
Cited by7 cases

This text of 644 S.E.2d 264 (In Re the Estate of Archibald) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Estate of Archibald, 644 S.E.2d 264, 183 N.C. App. 274, 2007 N.C. App. LEXIS 1046 (N.C. Ct. App. 2007).

Opinion

LEVINSON, Judge.

Movant-appellant Shirley Bass appeals from the denial of her motion asking the clerk to deny appellee Toney Edwards’ claim for a spouse’s elective share of Josephine Hood Archibald Edwards’ (decedent’s) estate; and to set aside the assignment of a spouse’s year’s allowance to appellee Toney Edwards. We affirm.

The pertinent facts are briefly summarized as follows: Decedent and appellee were married on 6 October 2001. The following year they separated for approximately six months, from 6 April 2002 until 1 October 2002. During the separation, decedent and appellee prepared a separation agreement containing a provision wherein they waived the right to inheritance rights from each others’ estates. The separation agreement was filed with the Register of Deeds office in Cumberland County, North Carolina on 30 September 2002. However, the next day the couple reconciled, and thereafter they lived together until decedent’s death.

Decedent died testate on 18 March 2004, having executed a will about seven years before her marriage to appellee. Appellant is a devisee under the will, but appellee is not. On 24 November 2004 decedent’s will was admitted to probate; on the same day, appellee applied for and was granted a year’s spousal allowance, under N.C. Gen. Stat. § 30-15. On 24 May 2005 appellee elected a spousal share of his wife’s estate, as permitted by N.C. Gen. Stat. § 30-3.1.

*276 On 15 August 2005 appellant filed a motion asking the Clerk of Court to: (1) set aside the 24 November 2004 assignment of a year’s spousal support; (2) deny appellee’s claim for an elective share of decedent’s estate; and (3) remove appellee as administrator of decedent’s estate. The Assistant Clerk entered an order on 28 November 2005 removing appellee as administrator for failure to timely file an inventory of estate assets. On 5 December 2005 the Assistant Clerk entered an order denying appellant’s motion to set aside the assignment of a year’s allowance to appellee, on the grounds that the time for appeal had expired eight months earlier. The Assistant Clerk also denied appellant’s motion to deny appellee an elective share, on the grounds that appellee and decedent’s reconciliation had canceled and rescinded the provisions of the separation agreement waiving interest in each other’s estates. Appellant appealed from the Clerk’s order to the Superior Court, which entered an order affirming the Assistant Clerk’s order on 28 March 2006. From this order appellant timely appeals.

Standard of Review

[O]n appeal from an order of the Clerk,[:]

“the trial judge reviews the Clerk’s findings and may either affirm, reverse, or modify them. If there is evidence to support the findings of the Clerk, the judge must affirm. Moreover, even though the Clerk may have made an erroneous finding which is not supported by the evidence, the Clerk’s order will not be disturbed if the legal conclusions upon which it is based are supported by other proper findings.” ... The standard of review in this Court is the same as that in the Superior Court.

In re Estate of Monk, 146 N.C. App. 695, 697, 554 S.E.2d 370, 371 (2001) (quoting In re Estate of Pate, 119 N.C. App. 400, 403, 459 S.E.2d 1, 2 (1995). “The standard of review on appeal from a judgment entered after a non-jury trial is ‘whether there is competent evidence to support the trial court’s findings of fact and whether the findings support the conclusions of law and ensuing judgment.’ ” Cartin v. Harrison, 151 N.C. App. 697, 699, 567 S.E.2d 174, 176 (2002) (quoting Sessler v. Marsh, 144 N.C. App. 623, 628, 551 S.E.2d 160, 163 (2001)).

Year’s Spousal Allowance

Pursuant to N.C. Gen. Stat. § 30-15 (2005), a surviving spouse is “entitled, out of the personal property of the deceased spouse, to an allowance of the value of ten thousand dollars ($ 10,000) for his *277 support for one year after the death of the deceased spouse.” Ap-pellee applied for and was granted a year’s spousal allowance on 24 November 2004. On 15 August 2005 appellant filed a motion to set aside the assignment of a year’s allowance to appellee. Her motion was denied by the Assistant Clerk, whose order was upheld by the trial court. On appeal, appellant argues that appellee was improperly awarded a year’s allowance. We conclude that appellant did not preserve this issue for our review.

Under N.C. Gen. Stat. § 30-23 (2005), “any creditor, legatee or heir of the deceased, may appeal from the finding of the magistrate or clerk of court to the superior court of the county, and, within 10 davs after the assignment, cite the adverse party to appear before such court on a certain day[.]” (emphasis added). In the instant case, appellant did not file an appeal, and waited more than eight months before filing her “motion to set aside” the assignment of the year’s allowance. We conclude that appellant failed to appeal within the required time.

Appellant asserts that she did not appeal because she had no notice of the assignment. She concedes that no notice is required under the statute, but argues that inasmuch as notice is required with regards to other aspects of estate administration, that notice should also be required in when the clerk grants a spouse’s year’s allowance. To the contrary, the presence of statutory notice requirements for other estate actions indicates that the legislature intentionally did not impose a notice requirement with respect to the statutory right to a year’s allowance. This assignment of error is overruled.

Spouse’s Elective Share

Under N.C. Gen. Stat. § 30-3,1 (2005), a surviving spouse “has a right to claim an ‘elective share’, which means an amount equal to (i) the applicable share of the Total Net Assets, as defined in G.S. 30-3.2(4), less (ii) the value of Property Passing to Surviving Spouse, as defined in G.S. 30-3.3(a).” Appellee applied for and was granted the right to take an elective share of decedent’s estate. Appellant argues that the trial court erred in affirming the clerk’s order, on the grounds that the terms of the separation agreement preclude appellee from exercising the right to dissent from decedent’s will. We disagree.

The separation agreement included the following provision:

4. Release of Property and Estate Rights. Except as otherwise provided herein, each party hereby waives ... all rights *278 [to] . . . property or estate of the other, arising by reason of their marital relationship . . . including, but not limited to, dower, curtesy [sic], statutory allowance, . . . any right of election, right to take against the last will... of the other or to dissent therefrom, [and] right to act as administrator or executor of the estate of [the other.] ... In addition, . . . each party waives . . . any right to insurance proceeds payable by reason of the death or disability of the other[.] . . .

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Cite This Page — Counsel Stack

Bluebook (online)
644 S.E.2d 264, 183 N.C. App. 274, 2007 N.C. App. LEXIS 1046, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-archibald-ncctapp-2007.