Can I transfer car titles to family members now, or should I wait until the amended affidavit is accepted and file-stamped? NC

Can I transfer car titles to family members now, or should I wait until the amended affidavit is accepted and file-stamped? – North Carolina Short Answer In North Carolina, a person acting under the small-estate “collection by affidavit” process generally should wait until the Clerk of Superior Court has accepted the amended affidavit and provided…

Do I have priority to be appointed as personal representative for my deceased child’s estate, and what proof do I need? NC

Do I have priority to be appointed as personal representative for my deceased child’s estate, and what proof do I need? – North Carolina Short Answer In North Carolina, a parent often has strong priority to be appointed as personal representative (administrator) for a deceased child’s estate when the child did not leave a will…

What happens if a bank refuses to release information needed to prepare the estate inventory? NC

What happens if a bank refuses to release information needed to prepare the estate inventory? – North Carolina Short Answer In North Carolina, a court-appointed personal representative usually must provide the bank with a certified death certificate and certified Letters Testamentary or Letters of Administration before the bank will release date-of-death account information. If the…

Can a smallestate affidavit let us transfer the vehicle and show the apartment we have authority, and what documents would we need? NC

Can a smallestate affidavit let us transfer the vehicle and show the apartment we have authority, and what documents would we need? – North Carolina Short Answer In North Carolina, a small-estate affidavit (often called a “collection by affidavit”) can give a court-recognized person authority to collect and distribute many types of a decedent’s personal…

Do I have a claim against a notary who notarized a will without witnessing the signature, and is it better to pursue that now or after the probate dispute? NC

Do I have a claim against a notary who notarized a will without witnessing the signature, and is it better to pursue that now or after the probate dispute? – North Carolina Short Answer Potentially, yes—under North Carolina law, a notary generally must have the signer personally appear and either sign in front of the…

How can I enforce my rights as a surviving spouse to make funeral arrangements when a child and siblings have taken control? NC

How can I enforce my rights as a surviving spouse to make funeral arrangements when a child and siblings have taken control? – North Carolina Short Answer In North Carolina, if the decedent did not leave valid written instructions naming someone else, the surviving spouse is first in line to authorize the type, place, and…

Can unclaimed property held in a brokerage account after death be listed as estate receipts? NC

Can unclaimed property held in a brokerage account after death be listed as estate receipts? – North Carolina Short Answer Yes, in North Carolina, unclaimed property proceeds that are received by the personal representative after the date of death are typically reported as estate receipts on the estate accounting, even if the underlying asset existed…