Can I challenge an estate filing where another person already claimed a spouse allowance and is taking control of the property? NC

Can I challenge an estate filing where another person already claimed a spouse allowance and is taking control of the property? – NC Short Answer Yes. In North Carolina, a person with standing can challenge a claimed surviving spouse’s year’s allowance and related estate filings if another person may not actually be the legal surviving…

What happens if a parent had a will, but most of the assets were already jointly owned or had named beneficiaries? NC

What happens if a parent had a will, but most of the assets were already jointly owned or had named beneficiaries? – NC Short Answer In North Carolina, a will controls only probate assets. Property that passes by survivorship title, joint ownership with survivorship rights, or a valid beneficiary designation usually goes directly to the…

If a mortgage lender says the loan account was closed after the homeowner died, how do I confirm whether it was paid off, forgiven, or transferred? – NC

If a mortgage lender says the loan account was closed after the homeowner died, how do I confirm whether it was paid off, forgiven, or transferred? – NC Short Answer In North Carolina, a “closed” mortgage account does not by itself prove the debt was paid off or forgiven. A personal representative usually confirms the…

Can conserved benefit funds held by a representative payee be transferred directly into an estate account? NC

Can conserved benefit funds held by a representative payee be transferred directly into an estate account? – NC Short Answer Usually yes, if the benefit recipient has died and a North Carolina estate has been opened. In North Carolina, the person authorized to receive estate assets is the duly appointed personal representative, and third parties…