How do we document the sale of an estate vehicle so it’s properly reflected in the final accounting? – North Carolina Short Answer In North Carolina, the sale of an estate vehicle should be documented the same way as any other estate transaction: (1) proof the personal representative had authority to act, (2) proof of…
How do I prove I have been living in the home if other family members dispute it? – North Carolina Short Answer In North Carolina probate disputes, “proving” residence usually means showing consistent, objective records showing the home was the primary place of living over time. The strongest proof typically comes from third-party documents (government…
Can the court reject or delay a final accounting because of issues with creditor claims or missing creditor notice paperwork? – North Carolina Short Answer Yes. In North Carolina estate administration, the Clerk of Superior Court can refuse to accept, “finalize,” or approve a final account if the estate file does not show required creditor-notice…
What does it mean to probate a will without opening a full estate or appointing an executor? – North Carolina Short Answer In North Carolina, “probating a will without opening a full estate or appointing an executor” usually means the Clerk of Superior Court admitted the will to probate (entered a Certificate of Probate), but…
How can I get access to my spouse’s bank account and other funds if everything is only in their name? – North Carolina Short Answer In North Carolina, a surviving spouse usually cannot access a deceased spouse’s bank account (or other accounts titled only in the decedent’s name) until there is legal authority to act…
Can the estate distribute most of the funds before everything is completely finished, and how much needs to be held back for unknown creditors and fees? – North Carolina Short Answer Yes. In North Carolina, an estate can often make a partial (interim) distribution before the estate is fully closed, but the personal representative should…
Who should the agency contact if no personal representative has been appointed yet? – North Carolina Short Answer In North Carolina, until the Clerk of Superior Court appoints a personal representative (executor or administrator), no one has full legal authority to speak for or bind the estate. In most situations, the agency should contact the…
What documents does the personal representative need to provide to resolve a government care-related claim against the estate? – North Carolina Short Answer In North Carolina, a government care-related claim against an estate is often handled like a creditor claim, and the personal representative typically needs to prove (1) authority to act for the estate…
If there is no will, what facts help determine whether someone should be treated as an heir in the estate process? – North Carolina Short Answer In North Carolina, when there is no will, “heirs” are the people the Intestate Succession Act says inherit—usually a spouse and close blood relatives, and sometimes adopted children or…
What is the difference between the estate inventory and the estate accounting, and when does each get filed? – North Carolina Short Answer In North Carolina probate, the estate inventory is a snapshot list of what the decedent owned that is part of the probate estate, valued as of the date of death. The estate…
