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Trusts & Estates – Real Property – Easements – Civil Practice — Statute of Limitations – Breach of Contract (access required)

By North Carolina Lawyers Weekly Staff
Published: March 20,2013

Bissette v. Harrod Plaintiffs waited too long to try to enforce a contract for conveyance of an easement, and plaintiffs can’t enforce the contract under the longer statute of limitations applicable to trust claims.


Trusts & Estates Civil Practice – Motion to Intervene – Trust Beneficiary – Jurisdiction (access required)

By North Carolina Lawyers Weekly Staff
Published: March 6,2013

Charles Schwab & Co. v. McEntee Although the beneficiary of the testator’s trust disagrees with the settlement that the executor reached with the testator’s ex-wife, the executor functions as a proxy for all persons interested in the estate, including its beneficiaries. The beneficiary did not allege facts which would indicate that its interest was not adequately represented by the executor.


Trusts & Estates – Mutual Wills – Statute of Frauds – Contract – Real Property (access required)

By North Carolina Lawyers Weekly Staff
Published: March 6,2013

Hankins v. Bartlett Where any contract between the parties’ parents to maintain joint and mutual wills would have necessarily involved devising real property, any such contract would be subject to the statute of frauds.


Trusts & Estates – Wills – Executors’ Authority – Real Property – Mortgages (access required)

By North Carolina Lawyers Weekly Staff
Published: August 23,2012

RL Regi North Carolina, LLC v. Estate of Moser Although the decedent’s will granted its co-executors broad powers, the will’s co-executors lacked the authority to have the estate guarantee a loan that was borrowed for the purpose of developing raw land owned by the decedent’s company.


Trusts & Estates – Guardianship – Ward’s Death – Collector’s Appointment – Power of Attorney (access required)

By North Carolina Lawyers Weekly Staff
Published: August 8,2012

White v. Harold L. & Audree S. Mills Charitable Remainder Unitrust At the time the trial court entered summary judgment for defendants, named plaintiff Ray White no longer had the authority to sustain the present action because his ward had passed away. Although the trial court subsequently entered a consent order substituting the collector of the ward/decedent’s estate as plaintiff, we must vacate the summary judgment order against then-named plaintiff White and remand for the court’s consideration of any issues presented by the collector of the decedent’s estate.


Trusts & Estates – Guardianship – Ward’s Death – Collector’s Appointment – Power of Attorney (access required)

By North Carolina Lawyers Weekly Staff
Published: August 8,2012

At the time the trial court entered summary judgment for defendants, named plaintiff Ray White no longer had the authority to sustain the present action because his ward had passed away. Although the trial court subsequently entered a consent order substituting the collector of the ward/decedent’s estate as plaintiff, we must vacate the summary judgment order against then-named plaintiff White and remand for the court’s consideration of any issues presented by the collector of the decedent’s estate.


Trusts & Estates – Wills – Civil Practice – Appeals – Party Aggrieved – Executor (access required)

By North Carolina Lawyers Weekly Staff
Published: July 17,2012

Bigger v. Arnold The trial court ruled in favor of one beneficiary (the testator’s widow) over another beneficiary (a college). The college – the aggrieved party -- did not appeal. Since the order affected only the distribution rights of the beneficiaries, the executor lacks standing to appeal.


Trusts & Estates – Uniform Transfers to Minors Act – Accounting – Interest – First Impression — Attorney’s Fees – Speculative Investment (access required)

By North Carolina Lawyers Weekly Staff
Published: June 5,2012

Belk v. Belk Where the Uniform Transfers to Minors Act is silent as to the contours of the accounting remedy provided for in G.S. § 33A-19(a) and (d), we hold that a trial court may award interest on funds wrongfully disbursed, representing the loss of appreciation on such funds.


Trusts & Estates – Life Insurance – Missing Person – Declaration of Death – Civil Practice – Appeals (access required)

By North Carolina Lawyers Weekly Staff
Published: May 17,2012

Dayton v. Dayton Where the trial court made a final finding under G.S. § 28C-11(a) that plaintiff’s missing person had suffered an accidental death, this was a final decree, and the defendant-insurance company neither appealed, nor timely filed a motion to amend.


Trusts & Estates – Wills – Real Property – Direction to Sell – Upset Bid Procedure – Inapplicable (access required)

By North Carolina Lawyers Weekly Staff
Published: May 10,2012

Riggs v. Burns Since the testator’s will directed that his land be sold and the proceeds divided among his beneficiaries, the will vested title in the testator’s heirs – not the executrix – pending the sale. Therefore, G.S. § 28A-17-10 does not apply, and there was no requirement that the executrix’s private sale of the land be subject to the upset bid provisions of G.S. Chapter 1, Article 29A. We affirm judgment on the pleadings for defendants.



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