NORTH CAROLINA GENERAL ASSEMBLY

1965 SESSION

 

 

CHAPTER 849

HOUSE BILL 320

 

 

AN ACT TO RE-ENACT G.S. 30-1, 30-2 AND 30-3, RELATING TO DISSENT FROM WILLS.

 

WHEREAS, the General Assembly by Chapter 880 of the Session Laws of 1959 and Chapter 959 of the Session Laws of 1961 rewrote Article 1, Chapter 30 of the General Statutes dealing with dissent from wills, and this Article presently appears as G.S. 30-1, G.S. 30-2 and G.S. 30-3 in the 1963 Cumulative Supplement to Recompiled Volume 2A of the General Statutes of North Carolina; and

WHEREAS, in the case of Dudley v. Staton, 257 N.C. 572 (1962), the Supreme Court of North Carolina held that insofar as these Sections gave a husband the right to dissent from his wife's will and take a specified share of her real and personal property they were in violation of that language of Article X, Section 6 of the North Carolina Constitution which gave a married woman the right to devise and bequeath her property "as if she were unmarried"; and

WHEREAS, the General Assembly by Chapter 1209 of the Session Laws of 1963 approved amendments to Article X, Section 6 which removed from the Constitution the language to which G.S. 30-1, 30-2 and 30-3 had been held to be repugnant; and

WHEREAS, at the general election held on January 14, 1964 the voters of North Carolina approved the amendments to Article X, Section 6, and said amendments were duly certified on February 6, 1964; and

WHEREAS, it is the declared intent of the General Assembly, as manifested by Chapter 880 of the Session Laws of 1959, Chapter 959 of the Session Laws of 1961, and Chapter 1209 of the Session Laws of 1963, that a husband and wife should be treated alike and that either should be authorized to dissent from the will of the other under certain circumstances: Now, therefore,

 

The General Assembly of North Carolina do enact:

 

Section 1.  G.S. 30-1, G.S. 30-2 and G.S. 30-3, as the same presently appear in the 1963 Cumulative Supplement to Recompiled Volume 2A of the General Statutes of North Carolina, are hereby re-enacted and shall read as follows:

"§ 30-1.  Right of Dissent. (a) A spouse may dissent from his deceased spouse's will in those cases where the aggregate value of the provisions under the will for benefit of the surviving spouse, when added to the value of the property or interests in property passing in any manner outside the will to the surviving spouse as a result of the death of the testator:

(1)        Is less than the intestate share of such spouse, or

(2)        Is less than one-half of the deceased spouse's net estate in those cases where the deceased spouse is not survived by a child, children, or any lineal descendant of a deceased child or children, or by a parent.

"(b)      For the purpose of subsection (a) of this Section and by way of illustration and not of limitation, the following shall, subject to the exception hereinafter set forth, be included in the computation of the value of the property or interests in property passing to the surviving spouse as a result of the death of the testator:

(1)        The value of a legal or equitable life estate for the life of the surviving spouse;

(2)        The value of the proceeds of an annuity for the life of the surviving spouse;

(3)        The value of proceeds of insurance policies on the life of the decedent received by the spouse;

(4)        The value of any property passing by survivorship, including real property owned by the decedent and surviving spouse as tenants by the entirety;

(5)        The value of the principal of a trust under the terms of which the surviving spouse holds a general power of appointment over the principal of the trust estate; except that no property or interest in property shall be so included to the extent that the surviving spouse or another in his behalf either gave or donated it or paid or contributed to its purchase price.

"(c)       For the purpose of establishing the right of dissent, the estate of the deceased spouse and the property passing outside of the will to the surviving spouse as a result of the death of the testator shall be determined and valued as of the date of his death, which determination and value the executor or administrator with the will annexed and the surviving spouse are hereby authorized to establish by agreement subject to approval by the Clerk of the Superior Court. If such personal representative and the surviving spouse do not so agree upon the determination and value, or if the surviving spouse is the personal representative, or if the clerk shall be of the opinion that the personal representative may not be able to represent the estate adversely to the surviving spouse, the clerk shall appoint one or more disinterested persons to make such determination and establish such value. Such determination and establishment of value made as herein authorized shall be final for determining the right of dissent and shall be used exclusively for this purpose.

§30-2.  Time and Manner of Dissent. (a) Any person entitled under the provisions of G.S. 30-1 to dissent from the will of his or her deceased spouse, may do so by filing such dissent with the Clerk of the Superior Court of the county in which the will is probated, at any time within six months after the issuance of letters testamentary or of administration with the will annexed, or if litigation that affects the share of the surviving spouse is pending at the expiration of the time allowed for filing the dissent, then within such reasonable time as may be allowed by written order of the Clerk of the Superior Court.

"(b)      The dissent shall be in writing signed and acknowledged by the surviving spouse or his or her duly authorized attorney; provided, however, if the surviving spouse is a minor or an incompetent, the dissent may be executed and filed by the general guardian, or by the guardian of the person or estate of the minor or incompetent spouse. If the minor or incompetent spouse has no guardian, the dissent may be executed and filed by a next friend appointed by the Clerk of the Superior Court of the county in which the will is probated.

"(c)       The dissent, whether in person or by attorney, shall be filed as a record of the court.

"(d)      If no dissent is filed in the manner and within the time provided for in subsections (a), (b) and (c) of this Section the surviving spouse shall be deemed to have waived his or her right to dissent.

"§ 30-3.  Effect of Dissent. (a) Upon dissent as provided for in G.S. 30-2, the surviving spouse, except as provided in subsection (b) of this Section, shall take the same share of the deceased spouse's real and personal property as if the deceased had died intestate; provided, that if the deceased spouse is not survived by a child, children, or any lineal descendants of a deceased child or children, or by a parent, the surviving spouse shall receive only one-half of the deceased spouse's net estate as defined in G.S. 29-2(3), which one-half shall be estimated and determined before any Federal estate tax is deducted or paid and shall be free and clear of such tax.

"(b)      Whenever the surviving spouse is a second or successive spouse, he or she shall take only one-half of the amount provided by the Intestate Succession Act for the surviving spouse if the testator has surviving him lineal descendants by a former marriage but there are no lineal descendants surviving him by the second or successive marriage.

"(c)       If the surviving spouse dissents from his or her deceased spouse's will and takes an intestate share as provided herein, the residue of the testator's net estate, as defined in G.S. 29-2, shall be distributed to the other devisees and legatees as provided in the testator's last will, diminished pro rata unless the will otherwise provides."

Sec. 2.  This re-enactment of G.S. 30-1, G.S. 30-2 and G.S. 30-3 shall not be construed as a legislative determination that, with respect to the right of a husband to dissent from his wife's will, these Sections were invalid between the date of certification of the amendments to Article X, Section 6 and the date of ratification of this Act. This intention is manifested by the following language of Section 4.1 of Chapter 1209 of the Session Laws of 1963: "From and after the date of certification of the amendments set out in Section 1 of this Act, wherever the word 'spouse' appears in the General Statutes with reference to testate or intestate succession, it shall apply alike to both husband and wife."

Sec. 3.  All laws and clauses of laws in conflict with this Act are hereby repealed.

Sec. 4.  This Act shall be in full force and effect from and after its ratification.

In the General Assembly read three times and ratified, this the 8th day of June, 1965.