Probate Q&A Series

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Probate Q&A Series

Can the surviving spouse collect the settlement proceeds without opening a full probate estate? NC

Can the surviving spouse collect the settlement proceeds without opening a full probate estate? – North Carolina Short Answer Usually, no. In North Carolina, settlement money tied to a deceased person’s car-accident case is typically paid to a court-appointed personal representative (or, in some situations, a collector or a limited personal representative), not directly to…

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Probate Q&A Series

What can I do if the executor is delaying the estate administration and not signing or returning required probate documents? NC

What can I do if the executor is delaying the estate administration and not signing or returning required probate documents? – North Carolina Short Answer In North Carolina, when an executor (personal representative) delays estate administration and will not sign or return required probate paperwork, an heir or other “interested person” can ask the Clerk…

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Probate Q&A Series

Can one co-owner or beneficiary be paid or reimbursed for managing the rental properties and coordinating repairs before everything is finalized? NC

Can one co-owner or beneficiary be paid or reimbursed for managing the rental properties and coordinating repairs before everything is finalized? – North Carolina Short Answer Sometimes, but it depends on the person’s legal role and what the trust documents (or court) allow. Under North Carolina law, a trustee can generally reimburse proper out-of-pocket expenses…

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Probate Q&A Series

What happens if the other co-administrator sold an estate vehicle and won’t provide receipts or deposit the proceeds into the estate account? NC

What happens if the other co-administrator sold an estate vehicle and won’t provide receipts or deposit the proceeds into the estate account? – North Carolina Short Answer In North Carolina, a co-administrator who sells an estate vehicle still has to account for the sale and treat the proceeds as estate property. If the co-administrator will…

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Probate Q&A Series

Who is responsible for getting the trust’s tax ID number, and whose name should be listed as trustee on the paperwork? NC

Who is responsible for getting the trust’s tax ID number, and whose name should be listed as trustee on the paperwork? – North Carolina Short Answer In North Carolina, the trustee who is actually serving (including a corporate trustee) is typically responsible for obtaining the trust’s federal tax ID number (EIN) and using it for…

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Probate Q&A Series

How do I get a promissory note and related deed of trust assigned from the estate to me as an early distribution so I can manage payments intended for a minor beneficiary? NC

How do I get a promissory note and related deed of trust assigned from the estate to me as an early distribution so I can manage payments intended for a minor beneficiary? – North Carolina Short Answer In North Carolina, a promissory note and related deed of trust are typically handled by the personal representative…

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Probate Q&A Series

When an estate is reopened to collect unclaimed property, do we still have to make distributions to heirs if there are reimbursable estate expenses? NC

When an estate is reopened to collect unclaimed property, do we still have to make distributions to heirs if there are reimbursable estate expenses? – North Carolina Short Answer Yes—under North Carolina probate practice, a reopened estate generally still follows the normal order of administration: valid estate expenses get paid or reimbursed first, and heirs…

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Probate Q&A Series

What documents does an estate administrator need to provide to get information about a deceased member’s insurance account? NC

What documents does an estate administrator need to provide to get information about a deceased member’s insurance account? – North Carolina Short Answer In North Carolina, an insurer will usually share a deceased member’s account details with the estate’s administrator (personal representative) after receiving proof of death and proof of authority to act for the…

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Probate Q&A Series

What happens if the will’s description of a piece of real property doesn’t match the legal description on the deed, and can that cause the gift to fail? NC

What happens if the will’s description of a piece of real property doesn’t match the legal description on the deed, and can that cause the gift to fail? – North Carolina Short Answer In North Carolina, a mismatch between a will’s description of real estate and the deed’s legal description does not automatically make the…

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Probate Q&A Series

Do we have to add the other co-administrator to the estate bank account, or can they receive a spouse’s allowance without being on the account? NC

Do we have to add the other co-administrator to the estate bank account, or can they receive a spouse’s allowance without being on the account? – North Carolina Short Answer No. In North Carolina, a surviving spouse can receive the spouse’s allowance (often called the “year’s allowance”) based on an order from the Clerk of…

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