How do I get a full accounting of estate assets held by the trustee? – North Carolina Short Answer In North Carolina, a qualified trust beneficiary can first make a written demand on the trustee for a complete report of trust property and transactions. If the trustee refuses or the response is incomplete, you can…
What remedies exist if administrators reimburse themselves before court approval of the accounting? – North Carolina Short Answer In North Carolina, heirs can ask the Clerk of Superior Court to require a full, verified accounting with vouchers (receipts) and to disallow or order repayment of undocumented reimbursements. The clerk can also remove the administrators, require…
How can I obtain the receipts or proof for the expenses listed in the final accounting? – North Carolina Short Answer In North Carolina, a personal representative must support every expense in an annual or final account with vouchers (like canceled checks, paid invoices) or sworn proof, and the Clerk of Superior Court audits these.…
What steps do I need to open a small estate for my mother’s property? – North Carolina Short Answer In North Carolina, the “small estate” process lets an heir collect a decedent’s personal property by filing an affidavit with the Clerk of Superior Court. It does not transfer or sell land. Title to real estate…
How do we prove the chain of title from our parents to us when other siblings have died? – North Carolina Short Answer In North Carolina, title to real property vests in the heirs at death. To prove and document the chain from your parents to you, confirm how your parents held title, identify the…
What steps are needed to file a probate without qualification in the property’s county to vest my inherited interest? – North Carolina Short Answer In North Carolina, you can vest title to North Carolina real property (including a deeded timeshare) without opening a full estate by probating the will “without qualification” in the county where…
How does tenancy by entirety affect inheriting a jointly owned timeshare interest? – North Carolina Short Answer Under North Carolina law, real property owned by spouses as tenants by the entirety passes automatically to the surviving spouse at the first death and does not go through the first spouse’s probate. After the surviving spouse later…
What steps should I take to locate and confirm my father’s multiple real properties when deed records seem incomplete? – North Carolina Short Answer In North Carolina, start by getting appointed as personal representative so you have authority to access records and demand information. Then run county-by-county searches at the Register of Deeds and the…
How can I challenge my stepmother’s year’s allowance petition to recover assets she sold? – North Carolina Short Answer In North Carolina, you can challenge a surviving spouse’s year’s allowance in two main ways. If the Clerk already assigned the standard allowance, an heir may appeal to Superior Court, but the window is short—10 days…
How do I record a quitclaim deed to vest my farm property in my name and secure farm financing? – North Carolina Short Answer In North Carolina, you usually cannot fix title with a simple quitclaim while the estate is open. Real estate vests in heirs or devisees at death, but within two years you…
