What can I do if the bank refuses or delays providing the transaction history I need for estate administration? – NC

What can I do if the bank refuses or delays providing the transaction history I need for estate administration? – North Carolina Short Answer In North Carolina, an executor (personal representative) can often resolve bank delays by making a targeted written request and providing certified Letters Testamentary (or Letters of Administration) and a certified death…

Can heirs keep the due diligence money to help secure new housing before closing, or must it be held until the creditor claim period ends? NC

Can heirs keep the due diligence money to help secure new housing before closing, or must it be held until the creditor claim period ends? – North Carolina Short Answer In North Carolina, due diligence money received in a home sale connected to an estate is generally treated as an estate asset that should stay…

How can I officially get appointed as the personal representative of my parent’s estate? – NC

How can I officially get appointed as the personal representative of my parent’s estate? – North Carolina Short Answer In North Carolina, a person becomes the official personal representative only after “qualifying” with the Clerk of Superior Court (the probate court) in the proper county. Qualification usually means filing the correct application to open the…

How do I amend the estate inventory to add vehicles that were listed on the application but missing from the filed inventory? NC

How do I amend the estate inventory to add vehicles that were listed on the application but missing from the filed inventory? – North Carolina Short Answer In North Carolina, a personal representative can correct an estate inventory by filing a supplemental (amended) inventory with the Clerk of Superior Court (Estates). When vehicles were listed…

Can I close a deceased parent’s bank account and distribute the funds without court oversight? NC

Can I close a deceased parent’s bank account and distribute the funds without court oversight? – North Carolina Short Answer Sometimes. In North Carolina, a bank or credit union may release a deceased person’s deposit funds without a full probate case if the account has a valid right-of-survivorship owner or a valid payable-on-death (POD) beneficiary…