In re the Estate of Ward

Court of Appeals of North Carolina

In re the Estate of Ward

389 S.E.2d 441, 97 N.C. App. 660, 1990 N.C. App. LEXIS 212

CourtCourt of Appeals of North Carolina

DecidedMarch 20, 1990

DocketNo. 893SC557

StatusPublished

Cited by1 cases

This text of 389 S.E.2d 441 (In re the Estate of Ward) 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 Ward, 389 S.E.2d 441, 97 N.C. App. 660, 1990 N.C. App. LEXIS 212 (N.C. Ct. App. 1990).

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Opinion

PHILLIPS, Judge.

Only these facts are pertinent to the question presented: James Hiram Ward, Jr. died testate; his widow, Martha Harris Ward, dissented from the will; a caveat, since resolved, was filed by James Earl Ward, decedent’s son; and the Superior Court ordered the executor of the estate to distribute to Martha Harris Ward her intestate share by dissent without regard to the cost of the caveat proceeding.

[662]*662The only question presented is whether the order is correct. The following provisions of our law require an affirmative answer: Upon dissenting from a will a surviving spouse takes “the same share of the deceased spouse’s real and personal property as if the deceased had died intestate.” G.S. 30-3(a). So far as the property rights of a dissenting spouse are concerned it is as if there was no will. Wachovia Bank & Trust Co. v. Green, 236 N.C. 654, 73 S.E.2d 879 (1953). A surviving spouse’s right to dissent from a will is determined upon the amount of the decedent’s “net estate,” Phillips v. Phillips, 296 N.C. 590, 252 N.C. 761 (1979), which G.S. 29-2(5) defines as “the estate of a decedent, exclusive of family allowances, costs of administration, and all lawful claims against the estate.” The clear purpose of these provisions is to entitle a dissenting spouse to share in her spouse’s estate as if there was no will, and that purpose would be frustrated, rather than served, if the surviving spouse’s intestate share could be diminished or consumed by the expense of litigating the validity of a will in which she has no interest.

Appellants’ argument that the expense of litigating the caveat is both a lawful claim against the estate and a proper cost of administration under the above provisions of G.S. 29-2(5) has no basis. As used in that statute, a lawful claim against the estate means a claim for redress of some sort that is filed with the personal representative pursuant to the provisions of Article 19 (Claims against the Estate) of Chapter 28A of the North Carolina General Statutes, which is enforceable against the estate because of some act, omission or obligation of the decedent. And “costs of administration,” as used in G.S. 29-2(5), means those ordinary, usual, and necessary expenses of administering a decedent’s estate. A will caveat and its expense is neither of these; for a will caveat is a claim that the will involved is invalid, and its expense is a cost of court taxable “against either party, or apportioned among the parties, in the discretion of the court.” G.S. 6-21.

Affirmed.

Judges Wells and Johnson concur.

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PHILLIPS, Judge.

Only these facts are pertinent to the question presented: James Hiram Ward, Jr. died testate; his widow, Martha Harris Ward, dissented from the will; a caveat, since resolved, was filed by James Earl Ward, decedent’s son; and the Superior Court ordered the executor of the estate to distribute to Martha Harris Ward her intestate share by dissent without regard to the cost of the caveat proceeding.

[662]*662The only question presented is whether the order is correct. The following provisions of our law require an affirmative answer: Upon dissenting from a will a surviving spouse takes “the same share of the deceased spouse’s real and personal property as if the deceased had died intestate.” G.S. 30-3(a). So far as the property rights of a dissenting spouse are concerned it is as if there was no will. Wachovia Bank & Trust Co. v. Green, 236 N.C. 654, 73 S.E.2d 879 (1953). A surviving spouse’s right to dissent from a will is determined upon the amount of the decedent’s “net estate,” Phillips v. Phillips, 296 N.C. 590, 252 N.C. 761 (1979), which G.S. 29-2(5) defines as “the estate of a decedent, exclusive of family allowances, costs of administration, and all lawful claims against the estate.” The clear purpose of these provisions is to entitle a dissenting spouse to share in her spouse’s estate as if there was no will, and that purpose would be frustrated, rather than served, if the surviving spouse’s intestate share could be diminished or consumed by the expense of litigating the validity of a will in which she has no interest.

Appellants’ argument that the expense of litigating the caveat is both a lawful claim against the estate and a proper cost of administration under the above provisions of G.S. 29-2(5) has no basis. As used in that statute, a lawful claim against the estate means a claim for redress of some sort that is filed with the personal representative pursuant to the provisions of Article 19 (Claims against the Estate) of Chapter 28A of the North Carolina General Statutes, which is enforceable against the estate because of some act, omission or obligation of the decedent. And “costs of administration,” as used in G.S. 29-2(5), means those ordinary, usual, and necessary expenses of administering a decedent’s estate. A will caveat and its expense is neither of these; for a will caveat is a claim that the will involved is invalid, and its expense is a cost of court taxable “against either party, or apportioned among the parties, in the discretion of the court.” G.S. 6-21.

Affirmed.

Judges Wells and Johnson concur.

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389 S.E.2d 441, 97 N.C. App. 660, 1990 N.C. App. LEXIS 212, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-ward-ncctapp-1990.

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