What paperwork does the DMV and court require to transfer a decedent’s vehicle title out of state? – North Carolina Short Answer In North Carolina, when no formal probate has been opened, the paperwork often depends on whether the vehicle can be assigned to the surviving spouse through the spouse’s year’s allowance. In many cases,…
If there are two separate probate matters (estate administration and a year’s allowance), how do they affect each other and does one offset the other? – North Carolina Short Answer In North Carolina, an estate administration and a year’s allowance claim are related but separate probate matters handled through the Clerk of Superior Court. A…
How do I instruct bank to close my sibling’s accounts, pay off any debts, and set up estate checking and investment accounts? – North Carolina Short Answer In North Carolina, a bank or brokerage usually will not close a deceased person’s account or move funds into new estate accounts until a qualified personal representative (executor/administrator)…
Is the surviving spouse of my late parent entitled to proceeds from a house my grandparent left to my parent when the deed was never retitled? – North Carolina Short Answer In North Carolina, a surviving spouse is only entitled to a share of property that was legally part of the late parent’s estate at…
Do I have to notify the deceased’s parents about a year’s allowance request, and what happens if they don’t participate or object? – North Carolina Short Answer In North Carolina, a standard (non-contested) year’s allowance application to the Clerk of Superior Court usually does not require advance notice to the deceased’s parents, even though they…
Do I need to open a separate probate case in another jurisdiction for an out-of-state house? – North Carolina Short Answer Usually, yes. In North Carolina, a Clerk of Superior Court can appoint an administrator for a North Carolina estate, but that North Carolina authority does not automatically transfer title to real estate located in…
When can I retitle the house and vehicles to my name—do I have to wait until the notice to creditors period ends? – North Carolina Short Answer In North Carolina, a personal representative often can complete some title updates soon after qualifying (getting Letters), but should be cautious about distributing estate property to a beneficiary…
Do letters of authorization need notarization, and where can I get that done? – North Carolina Short Answer In North Carolina, the “Letters” used in probate (Letters Testamentary or Letters of Administration) are issued by the Clerk of Superior Court and are not notarized by the personal representative. What often does require notarization is the…
How can I, as the administrator of my child’s estate, make the personal representative of the other estate turn over a vehicle and firearms that were specifically left to my child? – North Carolina Short Answer In North Carolina, a personal representative generally must gather, safeguard, and then distribute estate property to the people named…
What steps can I take to recover estate assets the surviving spouse collected, like bank funds, pension benefits, and life insurance, if I wasn’t given proper notice? – North Carolina Short Answer In North Carolina, the practical first step is to confirm whether the assets the surviving spouse collected were actually “estate assets” (controlled by…
