What North Carolina tax returns must a personal representative file, and can a CPA letter confirm no tax is due? Detailed Answer When someone dies in North Carolina, the personal representative (PR) steps in to wrap up the decedent’s financial affairs. Part of that role often includes filing both federal and state tax returns for…
What rights do North Carolina trust beneficiaries have to copies of a revocable living trust and enforcement options if refused? Detailed Answer Under North Carolina law, beneficiaries of a revocable living trust have a clear right to request and receive copies of the trust instrument. The North Carolina Trust Code establishes specific duties for trustees…
How do I join a partition action and sell inherited property in North Carolina? Detailed Answer When family members inherit real estate together, disagreements about use or division can arise. North Carolina law provides a partition action under Chapter 46 of the General Statutes. A partition action asks the court to divide or sell property…
Can a will and health care power of attorney executed in West Virginia be admitted for probate and decisions in North Carolina? 1. Detailed Answer Admission of an Out-of-State Will in North Carolina Probate North Carolina law allows a will executed in another state to be admitted for probate here as long as it is…
What information and documents are needed for my initial call with a North Carolina probate attorney? 1. Detailed Answer When you call a probate attorney in North Carolina, you set the foundation for an efficient estate administration. Gathering key details and documents before that first conversation helps your attorney give you clear guidance. Begin by…
What steps must one take in North Carolina to exhume and move a loved one’s remains to another state? 1. Detailed Answer Moving a loved one’s remains across state lines is a sensitive process. In North Carolina, you must follow specific legal steps. These steps ensure you act respectfully and comply with state law. 1.1…
Why North Carolina Probate Requires Written Receipts from Beneficiaries 1. Detailed Answer In North Carolina probate administration, personal representatives must collect written receipts from each beneficiary before distributing estate assets. This requirement appears in North Carolina General Statutes §28A-14-18 and §28A-14-10. By obtaining a signed receipt, the personal representative documents that the beneficiary received the…
How can a beneficiary access a decedent’s bank accounts, safe deposit box, insurance policy after an intestate death in North Carolina? Detailed Answer When a person dies without a will in North Carolina, state law treats their assets as an intestate estate. North Carolina’s intestate succession rules, found in N.C. Gen. Stat. § 28A-2 and…
Detailed Answer When someone dies with property in North Carolina, the personal representative must gather all assets. This includes bank accounts and life insurance policies. North Carolina law requires that the personal representative file an inventory of estate assets. See N.C.G.S. § 28A-15-4. A thorough search helps avoid delays and ensures fair distribution to heirs…
What steps and documents are needed to open and administer an intestate estate in North Carolina? Detailed Answer When someone dies without a valid will in North Carolina, the law calls that person “intestate.” You must follow rules in Chapter 28A of the North Carolina General Statutes to open and administer the estate. You work…
