When listing sold personal property in a small‑estate affidavit, should the purchaser be shown as the recipient instead of the personal representative? nc

When listing sold personal property in a small‑estate affidavit, should the purchaser be shown as the recipient instead of the personal representative? – North Carolina Short Answer Usually, no. In a North Carolina small-estate “collection by affidavit” process, the affidavit is designed to show what estate property was collected by the affiant (the collector) and…

What happens if neither of us opens probate—can the court treat that as a renunciation so I can be appointed? nc

What happens if neither of us opens probate—can the court treat that as a renunciation so I can be appointed? – North Carolina Short Answer In North Carolina, the court (through the Clerk of Superior Court) generally does not treat “nobody opened probate” as an automatic renunciation. Instead, renunciation is usually established either by a…

Can I request my deceased parent’s tax transcripts or records from the IRS, and what do I need to do it? nc

Can I request my deceased parent’s tax transcripts or records from the IRS, and what do I need to do it? – North Carolina Short Answer Yes—under North Carolina estate administration practice, the person with legal authority to act for the deceased (usually the court-appointed personal representative) can request IRS tax transcripts and, if needed,…

Can I be reimbursed by the estate for household bills I’ve paid since the death, and how should I document that? nc

Can I be reimbursed by the estate for household bills I’ve paid since the death, and how should I document that? – North Carolina Short Answer Often, yes—an executor in North Carolina can usually seek repayment from the estate for reasonable, necessary household bills paid after the death to preserve estate property (for example, utilities…