How can I get a bank’s signature cards, account statements, and any 1099 tax forms for a deceased person’s accounts to use in probate? NC

How can I get a bank’s signature cards, account statements, and any 1099 tax forms for a deceased person’s accounts to use in probate? – North Carolina Short Answer In North Carolina, the usual way to obtain a deceased person’s bank signature cards, account statements, and year-end tax reporting (such as 1099s) is for the…

Can I sell a deceased parent’s mortgaged home during probate, and what extra steps are required when a minor heir has an interest in the estate? NC

Can I sell a deceased parent’s mortgaged home during probate, and what extra steps are required when a minor heir has an interest in the estate? – North Carolina Short Answer Yes. In North Carolina, a personal representative (executor or administrator) can sell a deceased parent’s mortgaged home during probate, but real estate is not…

Do I need a release or receipt after paying a medical transport claim so the estate file shows the debt is resolved? – NC

Do I need a release or receipt after paying a medical transport claim so the estate file shows the debt is resolved? – North Carolina Short Answer In North Carolina estate administration, a separate “release” from an EMS or medical transport creditor is not usually required to prove a claim was paid. What matters for…

How do renunciation of executor rights and waiver of bond work when there’s no will, and what if my sibling won’t sign? NC

How do renunciation of executor rights and waiver of bond work when there’s no will, and what if my sibling won’t sign? – North Carolina Short Answer In a North Carolina intestate estate (no will), the person who wants to serve as administrator may need written renunciations from family members who have a higher or…

As a beneficiary, how do I ensure the executor follows the rules, provides a proper inventory and accounting, and keeps me informed throughout the estate process? – NC

As a beneficiary, how do I ensure the executor follows the rules, provides a proper inventory and accounting, and keeps me informed throughout the estate process? – North Carolina Short Answer In North Carolina, the executor (personal representative) must file an inventory and periodic accountings with the Clerk of Superior Court, and a beneficiary can…

What happens if I refuse to sign the renunciation my stepparent sent—can they still be appointed and how does that affect my rights? NC

What happens if I refuse to sign the renunciation my stepparent sent—can they still be appointed and how does that affect my rights? – North Carolina Short Answer In North Carolina, refusing to sign a “renunciation” or “waiver” does not automatically stop a surviving spouse (including a stepparent who was married to the deceased parent)…

What is the process and standard timeline to submit my caregiving and reimbursement claims, and can another relative who helped provide round-the-clock care submit a claim too? NC

What is the process and standard timeline to submit my caregiving and reimbursement claims, and can another relative who helped provide round-the-clock care submit a claim too? – North Carolina Short Answer In North Carolina, a caregiving or reimbursement request is usually treated as a creditor claim against the decedent’s estate and must be presented…