What is the process for valuing and distributing estate assets equally among siblings? NC

What is the process for valuing and distributing estate assets equally among siblings? – North Carolina Short Answer In North Carolina, equal distribution among siblings in an intestate (no-will) estate usually happens through a probate estate opened with the Clerk of Superior Court, where a court-appointed personal representative lists and values the assets, pays allowed…

How can we enforce a court order to return personal property awarded under the spousal allowance? NC

How can we enforce a court order to return personal property awarded under the spousal allowance? – North Carolina Short Answer In North Carolina, enforcement usually starts by getting a clear Clerk of Superior Court order that identifies the specific personal property awarded as the spousal year’s allowance and directs who must deliver it. If…

Who is responsible for issuing the 1099 if an account changed custodians during the tax year, and how do I make sure the estate receives all required forms? NC

Who is responsible for issuing the 1099 if an account changed custodians during the tax year, and how do I make sure the estate receives all required forms? – North Carolina Short Answer In North Carolina estate administration, the financial institution (the “payer”) that actually paid the taxable income is generally the one responsible for…

As an adult heir, can I attend the next probate hearing and speak about claims and distributions, and how do I make sure I’m notified? NC

As an adult heir, can I attend the next probate hearing and speak about claims and distributions, and how do I make sure I’m notified? – North Carolina Short Answer In North Carolina, an adult heir can usually attend a probate-related hearing before the Clerk of Superior Court and be heard if the heir is…

How can out-of-state family members handle probate court filings remotely? – NC

How can out-of-state family members handle probate court filings remotely? – North Carolina Short Answer In North Carolina, most probate administration happens through the county Clerk of Superior Court, and many required signatures (including the personal representative’s oath) can often be completed outside the county—and sometimes outside the state—using a notary and then submitted by…