What happens if neither of us opens probate—can the court treat that as a renunciation so I can be appointed? nc

What happens if neither of us opens probate—can the court treat that as a renunciation so I can be appointed? – North Carolina Short Answer In North Carolina, the court (through the Clerk of Superior Court) generally does not treat “nobody opened probate” as an automatic renunciation. Instead, renunciation is usually established either by a…

Can I request my deceased parent’s tax transcripts or records from the IRS, and what do I need to do it? nc

Can I request my deceased parent’s tax transcripts or records from the IRS, and what do I need to do it? – North Carolina Short Answer Yes—under North Carolina estate administration practice, the person with legal authority to act for the deceased (usually the court-appointed personal representative) can request IRS tax transcripts and, if needed,…

Can I be reimbursed by the estate for household bills I’ve paid since the death, and how should I document that? nc

Can I be reimbursed by the estate for household bills I’ve paid since the death, and how should I document that? – North Carolina Short Answer Often, yes—an executor in North Carolina can usually seek repayment from the estate for reasonable, necessary household bills paid after the death to preserve estate property (for example, utilities…

What can I do if someone changed beneficiary forms or legal documents while my relative was incapacitated? NC

What can I do if someone changed beneficiary forms or legal documents while my relative was incapacitated? – North Carolina Short Answer In North Carolina, changes made while a person lacked mental capacity (or changes procured through undue influence) can often be challenged, but the right procedure depends on what was changed. A will is…

What happens if a family member sold or flipped property in the deceased person’s name without the power of attorney’s approval? nc

What happens if a family member sold or flipped property in the deceased person’s name without the power of attorney’s approval? – North Carolina Short Answer In North Carolina, a family member generally cannot sell real estate titled in a parent’s name unless that person had legal authority to sign for the parent (such as…