What happens to the estate closing timeline if the notice-to-creditors publication proof wasn’t filed? – North Carolina Short Answer In North Carolina, a missing proof of publication for the notice to creditors usually delays the clerk’s ability to approve a final account and close the estate file. The creditor “clock” generally runs from the first…
What documents can I use to prove we were still legally married even though we were living separately? – North Carolina Short Answer In North Carolina, living separately does not end a marriage. The cleanest proof is a certified marriage certificate plus proof that no divorce judgment was entered before death. If a death certificate…
How do I handle probate paperwork if I’m living in a different state than where the estate is being handled? – North Carolina Short Answer In North Carolina, most probate paperwork is filed with (and many documents are issued by) the Clerk of Superior Court in the county where the estate is opened. Living in…
What tax return(s) need to be filed for an estate after we receive IRS letters or notices? – North Carolina Short Answer In North Carolina, an IRS letter or notice does not automatically mean an estate tax return is due, but it often signals that a return is missing, incomplete, or needs a response. Most…
Do I have to sign any documents to sell a house that I co-own with heirs from an estate? – North Carolina Short Answer Usually, yes. In North Carolina, a buyer and closing attorney typically need signatures from everyone who currently holds title (all co-owners), and sometimes the estate’s personal representative must also sign to…
Can the estate negotiate a settlement with a creditor, and what happens if a settlement offer expires? – North Carolina Short Answer Yes. In North Carolina, a personal representative can often negotiate and document a settlement of a valid estate debt, as long as the payment comes from estate assets and the deal fits within…
Can a court freeze bank accounts or stop transfers right away while a will contest is pending? – North Carolina Short Answer Yes—under North Carolina law, a court can act quickly to help preserve assets while a will contest (a “caveat”) is pending, but the tool depends on what money is at risk and who…
Who is responsible for ongoing costs like property taxes, insurance, utilities, and maintenance when someone has the right to live in the house? – North Carolina Short Answer In North Carolina, when a will gives someone the right to live in a house for life (often treated like a life estate), that person is generally…
How do we respond to a creditor who is threatening foreclosure while the estate is being handled? – North Carolina Short Answer In North Carolina, a creditor with a deed of trust can often keep moving toward foreclosure even while an estate is being administered, so the response usually focuses on (1) confirming who has…
Do I have to list bank accounts and other non-probate assets on the probate inventory, and where do they go on the inventory form? – North Carolina Short Answer In North Carolina, the probate inventory is broader than “probate-only” property. Many assets that pass outside probate (like joint-with-survivorship accounts and POD/TOD accounts) are still typically…
