Probate Q&A Series

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Probate Q&A Series ·

Once I’m appointed, what are my responsibilities as an administrator while a wrongful death case is pending? nc

Once I’m appointed, what are my responsibilities as an administrator while a wrongful death case is pending? – North Carolina Short Answer In North Carolina, an administrator (personal representative) acts as a fiduciary while a wrongful death claim is being pursued. The main responsibilities are to (1) stay properly qualified through the Clerk of Superior…

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Probate Q&A Series ·

Does the half-sibling who was not related to the surviving spouse inherit any part of the house? nc

Does the half-sibling who was not related to the surviving spouse inherit any part of the house? – North Carolina Short Answer Usually, no. In North Carolina, when a surviving spouse inherits property and later dies without a will, that property passes through the surviving spouse’s intestate heirs—starting with the surviving spouse’s children and the…

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Probate Q&A Series ·

How can I cover the mortgage, utilities, taxes, and insurance on a house the heirs want to keep or rent during probate—can estate funds be used for those costs? nc

How can I cover the mortgage, utilities, taxes, and insurance on a house the heirs want to keep or rent during probate—can estate funds be used for those costs? – North Carolina Short Answer Often, yes—during a North Carolina probate, the executor can usually use estate funds to pay reasonable costs needed to preserve and…

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Probate Q&A Series ·

What is the process to obtain the right court papers so I can manage and collect retirement benefits for the estate? nc

What is the process to obtain the right court papers so I can manage and collect retirement benefits for the estate? – North Carolina Short Answer In North Carolina, the “right court papers” for managing and collecting a decedent’s retirement benefits on behalf of an estate are usually Letters Testamentary (if there is a will)…

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Probate Q&A Series ·

If the bank refuses to honor the designation, is a small-estate affidavit or affidavit of collection an option, and what steps are required? nc

If the bank refuses to honor the designation, is a small-estate affidavit or affidavit of collection an option, and what steps are required? – North Carolina Short Answer Sometimes. In North Carolina, a “collection of personal property by affidavit” (often called a small-estate affidavit) can let an eligible person collect certain estate assets without opening…

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Probate Q&A Series ·

Can I be reimbursed from the estate for cremation and other necessary expenses I paid, and how are medical and utility bills prioritized, including any Medicaid recovery? nc

Can I be reimbursed from the estate for cremation and other necessary expenses I paid, and how are medical and utility bills prioritized, including any Medicaid recovery? – North Carolina Short Answer Often, yes—reasonable cremation/funeral expenses and certain other necessary out-of-pocket costs can be reimbursed from a North Carolina estate, but only after a personal…

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Attorney Jared Pierce
Attorney Jared Pierce
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