How can I officially get appointed as the personal representative of my parent’s estate? – NC

How can I officially get appointed as the personal representative of my parent’s estate? – North Carolina Short Answer In North Carolina, a person becomes the official personal representative only after “qualifying” with the Clerk of Superior Court (the probate court) in the proper county. Qualification usually means filing the correct application to open the…

How do I amend the estate inventory to add vehicles that were listed on the application but missing from the filed inventory? NC

How do I amend the estate inventory to add vehicles that were listed on the application but missing from the filed inventory? – North Carolina Short Answer In North Carolina, a personal representative can correct an estate inventory by filing a supplemental (amended) inventory with the Clerk of Superior Court (Estates). When vehicles were listed…

Can I close a deceased parent’s bank account and distribute the funds without court oversight? NC

Can I close a deceased parent’s bank account and distribute the funds without court oversight? – North Carolina Short Answer Sometimes. In North Carolina, a bank or credit union may release a deceased person’s deposit funds without a full probate case if the account has a valid right-of-survivorship owner or a valid payable-on-death (POD) beneficiary…

How can I coordinate a safe visit to the home to inventory property, and how much advance notice should I give? – NC

How can I coordinate a safe visit to the home to inventory property, and how much advance notice should I give? – North Carolina Short Answer In North Carolina, a personal representative generally can arrange a scheduled, documented walkthrough to identify and photograph estate personal property, but should avoid forcing entry or escalating a dispute…

What debts and taxes must be paid before any inheritance is distributed? NC

What debts and taxes must be paid before any inheritance is distributed? – North Carolina Short Answer In North Carolina, a personal representative generally must pay the estate’s administration costs and valid claims in the statutory order of priority before distributing inheritance. This typically includes estate administration expenses, certain secured claims, limited funeral and burial-related…