Probate Q&A Series

Page 308 of 604

Probate Q&A Series ·

What can I do if a financial institution won’t release estate account statements or tax forms to anyone except the named administrator? nc

What can I do if a financial institution won’t release estate account statements or tax forms to anyone except the named administrator? – North Carolina Short Answer In North Carolina, a financial institution will usually only release estate-account statements and tax forms to the court-appointed personal representative (the “administrator” or “executor”) unless that personal representative…

Read more
Probate Q&A Series ·

What kinds of property and accounts can be included in a year’s allowance, and what happens if the total value is over the limit? nc

What kinds of property and accounts can be included in a year’s allowance, and what happens if the total value is over the limit? – North Carolina Short Answer In North Carolina, a spouse’s year’s allowance is generally satisfied from the deceased person’s personal property (not real estate), such as cash, bank accounts, vehicles, and…

Read more
Probate Q&A Series ·

What happens if I refuse to cash a distribution check because I disagree with how the estate was handled—can the estate still be closed? nc

What happens if I refuse to cash a distribution check because I disagree with how the estate was handled—can the estate still be closed? – North Carolina Short Answer In North Carolina, a beneficiary refusing to cash a distribution check does not automatically stop the personal representative from trying to close the estate. To close…

Read more
Probate Q&A Series ·

How do I access or transfer a certificate of deposit after the account owner dies if there is no payable-on-death beneficiary listed? nc

How do I access or transfer a certificate of deposit after the account owner dies if there is no payable-on-death beneficiary listed? – North Carolina Short Answer In North Carolina, if a certificate of deposit (CD) has no payable-on-death (POD) beneficiary and no surviving joint owner with survivorship rights, the CD usually becomes part of…

Read more
Probate Q&A Series ·

Can a lawyer contact a retirement plan or bank on my behalf to get balances and paperwork, and what authorizations do I need to sign? nc

Can a lawyer contact a retirement plan or bank on my behalf to get balances and paperwork, and what authorizations do I need to sign? – North Carolina Short Answer Yes. In North Carolina, a probate lawyer can contact banks and retirement plan administrators to request date-of-death balances, beneficiary information, and account paperwork, but most…

Read more
Probate Q&A Series ·

How can I challenge an estate administrator who sold estate vehicles for too little and won’t explain the pricing? nc

How can I challenge an estate administrator who sold estate vehicles for too little and won’t explain the pricing? – North Carolina Short Answer In North Carolina, a beneficiary can challenge an estate administrator’s low-priced vehicle sale by asking the Clerk of Superior Court (the estate court) to require a fuller report and accounting, and—if…

Read more
Probate Q&A Series ·

What happens in probate if there are multiple properties and I’m not sure which ones are titled in my parent’s name? nc

What happens in probate if there are multiple properties and I’m not sure which ones are titled in my parent’s name? – North Carolina Short Answer In North Carolina probate, the personal representative must identify (often called “discover” or “marshal”) the decedent’s assets and report them to the Clerk of Superior Court, including any real…

Read more
Probate Q&A Series ·

If the administrator is removed, how does the court decide who gets appointed next, and can another heir step in as administrator? – nc

If the administrator is removed, how does the court decide who gets appointed next, and can another heir step in as administrator? – North Carolina Short Answer In North Carolina, if a personal representative (often called an “administrator” or “executor”) is removed, the Clerk of Superior Court typically appoints a successor using the same priority…

Read more
Probate Q&A Series ·

How do I calculate the personal representative’s commission correctly for an estate administration? nc

How do I calculate the personal representative’s commission correctly for an estate administration? – North Carolina Short Answer In North Carolina, a personal representative’s commission is set by the Clerk of Superior Court and is usually calculated as a percentage (up to a statutory maximum) of the estate’s commissionable receipts and commissionable disbursements. The most…

Read more
Probate Q&A Series ·

What happens if I can’t get written proof from the insurer before the court’s deadline? nc

What happens if I can’t get written proof from the insurer before the court’s deadline? – North Carolina Short Answer In North Carolina estate administration, missing a Clerk of Superior Court deadline to file requested documentation can delay approval of reimbursement and slow down the estate’s timeline for paying creditor claims and making final distributions.…

Read more
Probate Q&A Series ·

Can a caregiver or caretaker legally tell me where the deceased person banked, or do I need court paperwork first? nc

Can a caregiver or caretaker legally tell me where the deceased person banked, or do I need court paperwork first? – North Carolina Short Answer In North Carolina, a caregiver or caretaker usually is not legally required (and often is not legally allowed) to disclose a deceased person’s banking information to family members or other…

Read more

Questions about your situation?

Attorney Jared Pierce
Attorney Jared Pierce
Free case evaluation

Articles are a starting point, not legal advice. Talk through the specifics of your case with a North Carolina attorney — the case evaluation is always free.

Go to Top
Free Consultation

Talk with a North Carolina attorney

Tell us a bit about your situation and we'll respond within one business day.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.