Day 1: Introduction to Petition for Determination of Heirs in South Carolina

Introduction

In the realm of probate law, one term you might come across is a “petition for determination of heirs.” This legal process, particularly relevant in South Carolina, is a crucial step in the administration of a decedent’s estate. But what does it entail, and why is it so important? In this article, we’ll delve into these questions, shedding light on the extraordinary deals and processes involved in a petition for determination of heirs in South Carolina.

Petition’s 10-Year Window

First, the reason you would file the Petition versus filing an estate in probate (which accomplishes the same end as the Petition in establishing heirs/devisees and further end of distributing assets of the estate) is that more than 10 years have passed since the death of the person with the estate. It’s important to file an estate with probate within 10 years, as that is not only easier than the determination of heirs but does allow for distribution of assets. The Petition is for the circumstance in which that deadline was missed. Importantly, it allows for subsequent administration of the heirs of the decedent who die after the decedent with the determination of heirs.

Probate Court

The probate court plays a pivotal role in the petition process. When a person passes away, their estate—comprising all their assets and liabilities—falls under the jurisdiction of the probate court. The court oversees the administration of the estate, ensuring that all debts are paid, and remaining assets are distributed to the rightful heirs.

Petition for Determination of Heirs

The petition for determination of heirs is a formal request made to the court to officially recognize the decedent’s heirs. This process is particularly important when the decedent has died intestate, meaning without a valid will in place. In such cases, the court follows the state’s intestacy laws to determine who the rightful heirs are.

Heirs, in this context, are the individuals legally entitled to inherit from the decedent. They can include spouses, children, parents, siblings, or other relatives, depending on the state’s laws. In South Carolina, the determination of heirs is guided by the South Carolina Probate Code.

Petition Process

The petition process begins with the filing of a formal document, typically by the estate’s personal representative. This document, known as the petition for determination of heirs, provides the court with necessary information about the decedent, their estate, and potential heirs. The court then reviews the petition, and if everything is in order, a hearing is scheduled.

The hearing is a crucial part of the process. It provides an opportunity for interested parties to present their claims and for the court to make a formal determination of heirs. Once the court has made its decision, titling of real property can be done properly with legal interest of parties who should have received real property. In other words, it allows for a legal chain of title. It can also be used in some cases for accounts that require legally determined heirs as beneficiaries. Unfortunately, determination of heirs does not allow for the normal probate administration and distribution of assets of the decedent (another reason to attempt to file the estate within 10 years of death), though usually after 10 years, the only issue is with real estate titling.

Conclusion

The petition for determination of heirs is a critical step in the probate process in South Carolina, if 10 years have passed without the estate being filed. It ensures that real estate can be properly titled and subsequent estates can be distributed according to law, and that the rightful heirs receive their due inheritance. In our next article, we will delve deeper into the role of the decedent in the petition process. Stay tuned!

author avatar
Attorney Bill Connor Owner
William M. Connor V stands as a paragon of legal excellence and dedicated service. His background blends an impressive legal career with a distinguished military background to the rank of Colonel (with a career spanning various commands, including as senior US advisor to Helmand Province, Afghanistan). Bill was a runoff candidate for Lt. Governor of South Carolina in 2010, and in 2021 received the state’s highest award from SC Governor McMaster, the Order of the Palmetto. After only six years of legal practice (which included time deployed to combat), Bill was recognized by his peers as having the highest possible ranking ethical standards and competency, earning him the prestigious AV® Preeminent™ Peer Review Rating by Martindale- Hubbell®. In 2021, Bill was elected by fellow Citadel Alumni to serve on the prestigious Citadel Board of Visitors. Bill has attained several seven figure resolutions for clients, including a multi- million dollar settlement in 2023 and over a million dollar resolution in 2024