How do we get access to bank statements and account records to see whether money was moved or taken before or after the death? NC

How do we get access to bank statements and account records to see whether money was moved or taken before or after the death? – North Carolina Short Answer In North Carolina, banks usually will not release full statements and transaction history to family members just because they are heirs. The cleanest way to get…

Can I be reimbursed for funeral expenses from the estate by taking the vehicle instead of receiving an inheritance distribution? NC

Can I be reimbursed for funeral expenses from the estate by taking the vehicle instead of receiving an inheritance distribution? – North Carolina Short Answer Yes—under North Carolina law, funeral expenses are typically paid as a priority claim, and in a small-estate “collection by affidavit” administration, the collector can use estate personal property (including a…

What happens if the surviving spouse or named executor never files the will—can I start probate myself after the waiting period? NC

What happens if the surviving spouse or named executor never files the will—can I start probate myself after the waiting period? – North Carolina Short Answer In North Carolina, an “interested person” can often start the estate process with the Clerk of Superior Court even if the surviving spouse or named executor is delaying. There…

Does a mobile home count as real estate or personal property for inheritance, and how does that affect whether probate is required? NC

Does a mobile home count as real estate or personal property for inheritance, and how does that affect whether probate is required? – North Carolina Short Answer In North Carolina, a mobile/manufactured home can be treated as either personal property (like a titled vehicle) or as part of the real estate (an improvement to land),…

How do I claim unclaimed property that’s in my deceased parent’s name if I don’t have the account paperwork anymore? NC

How do I claim unclaimed property that’s in my deceased parent’s name if I don’t have the account paperwork anymore? – North Carolina Short Answer In North Carolina, unclaimed bank assets in a deceased parent’s name are usually claimed through the NC State Treasurer’s Unclaimed Property program by proving (1) the owner’s identity and death…