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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.


Trusts & Estates – Civil Practice – Venue – Tort/Negligence – Medical Malpractice (access required)

By North Carolina Lawyers Weekly Staff
Published: February 15,2012

Estate of Davis v. Groff As administrator of the decedent’s estate, plaintiff was entitled to bring suit in the county where he resides. This rule of law, which was set down by our Supreme Court in Trust Co. v. Finch, 232 N.C. 485, 61 S.E.2d 377 (1950), was not and could not be changed by this court’s holding in Roberts v. Adventure Holdings, LLC, 703 S.E.2d 784 (2010), disc. review denied, 365 N.C. 187, 707 S.E.2d 241 (2011). Furthermore, although Roberts held that a guardian ad litem’s residence was insufficient to justify venue, the court also explained that the law regarding administrators and other fiduciaries did not apply to GALs.


Trusts & Estates – Civil Practice – Statute of Limitations – Incompetent Adult – Appointment of Guardian – Real Property – Constructive Trust (access required)

By North Carolina Lawyers Weekly Staff
Published: February 14,2012

Estate of Formyduval v. YeddoEven though plaintiffs’ decedent was allegedly incompetent when she transferred property to defendants during the 1990’s, since the decedent was declared incompetent on Aug. 13, 1999 and a guardian was appointed for her on Sept. 3, 1999, the statute of limitations on plaintiffs’ constructive trust claim began running on Sept. 3, 1999.


Trusts & Estates – IRA – Change of Beneficiary – Strict Compliance – New York Law (access required)

By North Carolina Lawyers Weekly Staff
Published: December 8,2011

Smith v. Marez Where the decedent did not fill out the change-of-beneficiary forms for his IRAs with the required information, but where he clearly revoked his prior beneficiary designations, the decedent’s widow became the owner of the decedent’s IRAs. We affirm summary judgment for the widow.


Trusts & Estates – Wills – Real Property – Sale by Executrix – Tort/Negligence – Fraud & Constructive Fraud – Self-Dealing (access required)

By North Carolina Lawyers Weekly Staff
Published: November 2,2011

Collier v. Bryant The testator’s will directed his executrix to sell his real property and divide the proceeds among his four children unless all four agreed to divide the property. Since the executrix was one of the testator’s four children, the will gave her the right to sell the testator’s real property; title to the real property did not vest in the testator’s children upon his death. We affirm in part and reverse in part the trial court’s dismissal of the plaintiffs’ claims.


Trusts & Estates – Deed Reformation – Unilateral Mistake – Intent (access required)

By North Carolina Lawyers Weekly Staff
Published: September 22,2011

Willis v. Willis. A general warranty deed cannot be reformed on the basis of unilateral mistake since the plaintiff failed to prove that the deed did not represent the original intent of the parties at the time it was signed.


Trusts & Estates – Wills – Undue Influence – Fiduciary Relationship – Testatrix’s Daughter (access required)

By North Carolina Lawyers Weekly Staff
Published: September 14,2011

In re Estate of Raney A brother presented enough evidence to go to the jury on the question of whether his sister unduly influenced their mother - while the mother was under a doctor’s care and was living in the sister’s house — to change her will in favor of the sister. We affirm the trial court’s denial of the sister’s motions for a directed verdict, for judgment notwithstanding the verdict, and for a new trial.


Trusts & Estates – Declaratory Judgment & Accounting – Trust Modification – Civil Practice – Summary Judgment (access required)

By North Carolina Lawyers Weekly Staff
Published: September 14,2011

Oakes v. Oakes The defendant-beneficiary’s counterclaim did not request the trust modifications set out in the trial court’s summary judgment order, and no evidence supported the modifications. We reverse summary judgment for the defendant-lifetime beneficiary and remand for further proceedings.


Trusts & Estates – Civil Practice – Special Proceeding – Appeals – Notice (access required)

By North Carolina Lawyers Weekly Staff
Published: August 24,2011

In re Estate of Prest Where appeals arising pursuant to G.S. § 1-301.2 do not require that the notice of appeal to superior court specify the basis for the appeal, respondents’ “Notice of Appeal to the Superior Court of Carteret County, of the Order issued in the Special Proceedings Division of Carteret County Civil Superior Court, on July 15, 2010 ... which granted the relief sought by the Petitioners in their Petition for Private Sale of Real property in [file number 10 SP 129]” satisfied the § 1-301.2 content requirements for notice of appeal. We reverse the superior court’s dismissal of respondents’ appeal.



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