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…

How can I coordinate a safe visit to the home to inventory property, and how much advance notice should I give? – NC

How can I coordinate a safe visit to the home to inventory property, and how much advance notice should I give? – North Carolina Short Answer In North Carolina, a personal representative generally can arrange a scheduled, documented walkthrough to identify and photograph estate personal property, but should avoid forcing entry or escalating a dispute…

What debts and taxes must be paid before any inheritance is distributed? NC

What debts and taxes must be paid before any inheritance is distributed? – North Carolina Short Answer In North Carolina, a personal representative generally must pay the estate’s administration costs and valid claims in the statutory order of priority before distributing inheritance. This typically includes estate administration expenses, certain secured claims, limited funeral and burial-related…

What rights do beneficiaries have to an accounting if a coexecutor rented part of the property and used rent or an estate account to pay property taxes? NC

What rights do beneficiaries have to an accounting if a coexecutor rented part of the property and used rent or an estate account to pay property taxes? – North Carolina Short Answer In North Carolina, beneficiaries generally have the right to see the estates required court-filed accountings (including receipts and disbursements) and to ask the…

Do I need certified copies from the clerk, or can I use documents printed from the court’s online portal when handling estate tasks? NC

Do I need certified copies from the clerk, or can I use documents printed from the court’s online portal when handling estate tasks? – North Carolina Short Answer In North Carolina, many third parties (especially banks, title companies, and Registers of Deeds) will require certified Letters Testamentary/Letters of Administration and other probate papers, not simple…