Can I legally remove a deceased parent’s name from a joint bank account, and do I still need to report that account during probate? nc

Can I legally remove a deceased parent’s name from a joint bank account, and do I still need to report that account during probate? – North Carolina Short Answer In North Carolina, a surviving joint account owner can usually have the bank update the account after a parent’s death by providing a certified death certificate…

How can I find out if another family member has filed paperwork to be the administrator of my parent’s estate? nc

How can I find out if another family member has filed paperwork to be the administrator of my parent’s estate? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court (Estates Division) in the county where the parent lived usually handles estate-opening paperwork and issues “letters of administration.” To find out whether…

Can the executor request tax transcripts and records to confirm whether the deceased owed taxes or needed to file returns? nc

Can the executor request tax transcripts and records to confirm whether the deceased owed taxes or needed to file returns? – North Carolina Short Answer Yes. In North Carolina, a court-appointed executor or administrator (the “personal representative”) can request federal tax transcripts and copies of prior returns to confirm what was filed, what income was…

How does an abandonment situation affect whether a surviving spouse is treated as a spouse in probate paperwork? nc

How does an abandonment situation affect whether a surviving spouse is treated as a spouse in probate paperwork? – North Carolina Short Answer In North Carolina, a person can still be legally married at death even if the couple separated and never divorced. But if the surviving spouse willfully and without just cause abandoned the…

How can I get the trustee to communicate and provide information about the trust administration? nc

How can I get the trustee to communicate and provide information about the trust administration? – North Carolina Short Answer In North Carolina, a trustee generally must keep qualified beneficiaries reasonably informed and must provide trust information and reports at reasonable times. A practical first step is a clear written demand for specific documents and…