How can I prove to the register of deeds that a charitable gift in a will failed so the property can pass under the residual clause? – NC Short Answer In North Carolina, the register of deeds usually cannot decide a disputed will-construction issue from family statements alone. If a will gives a home to…
Can a bank provide a written letter confirming account ownership and survivorship status for an estate administration? – NC Short Answer Yes. In North Carolina, a bank can usually provide a written letter or other account certification confirming how an account was titled and whether the bank’s records show a survivorship designation, but the bank…
How do I prove a deceased person had no bank accounts or safe deposit box when the bank won’t provide a confirmation letter? – NC Short Answer In North Carolina, a personal representative usually does not need a bank’s special “no account” letter to move probate forward. The better approach is to document a reasonable…
Can a bank confirm in writing when a deceased person’s credit card account was closed and whether it had any activity? – NC Short Answer Yes, a bank can often provide written information about a deceased person’s credit card account, including whether the account was closed and whether any transactions posted after death, if the…
What can I do if the bank sends the wrong time period of statements for an estate probate request? – NC Short Answer In North Carolina, the personal representative can usually make a follow-up written request that clearly identifies the exact statement period needed and includes updated proof of authority, such as certified letters testamentary…
What happens if estate-related funds or property are involved while a Chapter 13 plan is pending? – NC Short Answer When estate-related funds or property become involved while a Chapter 13 case is still pending, the issue usually turns on who owns or controls the asset, when the right to receive it arose, and whether…
What information does the trustee typically need from an estate or personal representative during an active Chapter 13 case? – NC Short Answer During an active Chapter 13 case, the trustee will usually want basic probate information that shows whether the bankruptcy filer has a right to receive money or property from an estate and…
What happens if I think I should be notified or included as an heir in an estate? – NC Short Answer In North Carolina, a person who believes they are an heir or otherwise have an interest in an estate should act quickly to confirm whether an estate has been opened, whether a will was…
How do I confirm whether an estate has been opened and what the current status is? – NC Short Answer In North Carolina, the best way to confirm whether an estate has been opened is to check the estate file with the Clerk of Superior Court in the county where the decedent lived. If a…
How do I get information about someone’s role or involvement in an estate case? – NC Short Answer In North Carolina, the best place to learn someone’s role in an estate case is the estate file maintained by the Clerk of Superior Court in the county where the estate is being administered. That file often…
