Probate Q&A Series

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Probate Q&A Series ·

Can the person who falsely claimed to be the spouse on the death certificate face legal consequences? NC

Can the person who falsely claimed to be the spouse on the death certificate face legal consequences? – North Carolina Short Answer Yes. In North Carolina, a person who willfully and knowingly provides false information that affects a death certificate (a vital record) can face criminal consequences, typically a Class 1 misdemeanor, and more serious…

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Probate Q&A Series ·

Can the surviving spouse collect the settlement proceeds without opening a full probate estate? NC

Can the surviving spouse collect the settlement proceeds without opening a full probate estate? – North Carolina Short Answer Usually, no. In North Carolina, settlement money tied to a deceased person’s car-accident case is typically paid to a court-appointed personal representative (or, in some situations, a collector or a limited personal representative), not directly to…

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Probate Q&A Series ·

What can I do if the executor is delaying the estate administration and not signing or returning required probate documents? NC

What can I do if the executor is delaying the estate administration and not signing or returning required probate documents? – North Carolina Short Answer In North Carolina, when an executor (personal representative) delays estate administration and will not sign or return required probate paperwork, an heir or other “interested person” can ask the Clerk…

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Probate Q&A Series ·

Can one co-owner or beneficiary be paid or reimbursed for managing the rental properties and coordinating repairs before everything is finalized? NC

Can one co-owner or beneficiary be paid or reimbursed for managing the rental properties and coordinating repairs before everything is finalized? – North Carolina Short Answer Sometimes, but it depends on the person’s legal role and what the trust documents (or court) allow. Under North Carolina law, a trustee can generally reimburse proper out-of-pocket expenses…

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Probate Q&A Series ·

What happens if the other co-administrator sold an estate vehicle and won’t provide receipts or deposit the proceeds into the estate account? NC

What happens if the other co-administrator sold an estate vehicle and won’t provide receipts or deposit the proceeds into the estate account? – North Carolina Short Answer In North Carolina, a co-administrator who sells an estate vehicle still has to account for the sale and treat the proceeds as estate property. If the co-administrator will…

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Probate Q&A Series ·

Who is responsible for getting the trust’s tax ID number, and whose name should be listed as trustee on the paperwork? NC

Who is responsible for getting the trust’s tax ID number, and whose name should be listed as trustee on the paperwork? – North Carolina Short Answer In North Carolina, the trustee who is actually serving (including a corporate trustee) is typically responsible for obtaining the trust’s federal tax ID number (EIN) and using it for…

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Probate Q&A Series ·

How do I get a promissory note and related deed of trust assigned from the estate to me as an early distribution so I can manage payments intended for a minor beneficiary? NC

How do I get a promissory note and related deed of trust assigned from the estate to me as an early distribution so I can manage payments intended for a minor beneficiary? – North Carolina Short Answer In North Carolina, a promissory note and related deed of trust are typically handled by the personal representative…

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Probate Q&A Series ·

When an estate is reopened to collect unclaimed property, do we still have to make distributions to heirs if there are reimbursable estate expenses? NC

When an estate is reopened to collect unclaimed property, do we still have to make distributions to heirs if there are reimbursable estate expenses? – North Carolina Short Answer Yes—under North Carolina probate practice, a reopened estate generally still follows the normal order of administration: valid estate expenses get paid or reimbursed first, and heirs…

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Probate Q&A Series ·

What documents does an estate administrator need to provide to get information about a deceased member’s insurance account? NC

What documents does an estate administrator need to provide to get information about a deceased member’s insurance account? – North Carolina Short Answer In North Carolina, an insurer will usually share a deceased member’s account details with the estate’s administrator (personal representative) after receiving proof of death and proof of authority to act for the…

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Probate Q&A Series ·

What happens if the will’s description of a piece of real property doesn’t match the legal description on the deed, and can that cause the gift to fail? NC

What happens if the will’s description of a piece of real property doesn’t match the legal description on the deed, and can that cause the gift to fail? – North Carolina Short Answer In North Carolina, a mismatch between a will’s description of real estate and the deed’s legal description does not automatically make the…

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Probate Q&A Series ·

Do we have to add the other co-administrator to the estate bank account, or can they receive a spouse’s allowance without being on the account? NC

Do we have to add the other co-administrator to the estate bank account, or can they receive a spouse’s allowance without being on the account? – North Carolina Short Answer No. In North Carolina, a surviving spouse can receive the spouse’s allowance (often called the “year’s allowance”) based on an order from the Clerk of…

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Attorney Jared Pierce
Attorney Jared Pierce
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