Do I need to open a separate probate case for the first person who died if their estate was never probated because the other spouse was still alive? – NC

Do I need to open a separate probate case for the first person who died if their estate was never probated because the other spouse was still alive? – NC Short Answer Usually, yes. In North Carolina, if the first spouse died owning assets that still need to be collected, transferred, or cleared for title,…

What happens if the estate says there are no debts, but I’m not sure whether the required notice to creditors was properly done? – NC

What happens if the estate says there are no debts, but I’m not sure whether the required notice to creditors was properly done? – NC Short Answer In North Carolina, an estate should not rely on “no debts” alone if the required notice to creditors may not have been properly completed. The personal representative usually…

How do we close a deceased person’s bank account and split the remaining money between heirs during probate? – NC

How do we close a deceased person’s bank account and split the remaining money between heirs during probate? – NC Short Answer In North Carolina, a personal representative usually closes an estate bank account only after the estate has collected funds, paid approved expenses and claims, resolved any government reimbursement issues, and prepared a final…

What does the court need to see in the final probate accounting for a bank account that paid expenses and was then distributed? – NC

What does the court need to see in the final probate accounting for a bank account that paid expenses and was then distributed? – NC Short Answer In North Carolina, the clerk usually needs a final probate accounting that clearly tracks the estate account from start to finish: the opening balance, every deposit, every expense…

Do we have to wait for confirmation of any amount owed back to a government benefits program before finishing the probate case? NC

Do we have to wait for confirmation of any amount owed back to a government benefits program before finishing the probate case? – NC Short Answer Usually, yes. In North Carolina, a personal representative generally should not finish the probate case, make final distributions, or file a final accounting until known creditor issues are resolved…

What is the best way to request a bank letter confirming account ownership and survivorship rights for a specific account during probate? NC

What is the best way to request a bank letter confirming account ownership and survivorship rights for a specific account during probate? – NC Short Answer In North Carolina, the best approach is usually a written request from the estate’s personal representative or counsel asking the bank to confirm, in a signed letter on bank…