Probate Q&A Series

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Probate Q&A Series ·

Who is allowed to request or receive funeral billing records when someone has died? NC

Who is allowed to request or receive funeral billing records when someone has died? – North Carolina Short Answer In North Carolina, the person most clearly authorized to request and receive funeral billing records for a deceased person is the estate’s court-appointed personal representative (executor or administrator). In practice, funeral homes often also share invoices…

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Probate Q&A Series ·

How do we sell a deceased parent’s mortgaged home through the estate to prevent foreclosure, especially when one of the heirs is a minor? NC

How do we sell a deceased parent’s mortgaged home through the estate to prevent foreclosure, especially when one of the heirs is a minor? – North Carolina Short Answer In North Carolina, a personal representative (executor or administrator) can often sell a deceased parent’s mortgaged home through a court-supervised process so the loan payoff happens…

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Probate Q&A Series ·

What happens if the estate administrator rejects my creditor claim, and how do I request a hearing to enforce it? NC

What happens if the estate administrator rejects my creditor claim, and how do I request a hearing to enforce it? – North Carolina Short Answer In North Carolina, if the estate’s personal representative (often called the administrator or executor) rejects a creditor claim, the claim is not decided “in probate” just because it was filed.…

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Probate Q&A Series ·

How do we find and collect a deceased person’s retirement accounts or pensions when I’m not sure what exists or whether beneficiaries were named? NC

How do we find and collect a deceased person’s retirement accounts or pensions when I’m not sure what exists or whether beneficiaries were named? – North Carolina Short Answer In North Carolina, the practical way to find and collect a deceased person’s retirement accounts or pensions is to (1) get authority to act for the…

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Probate Q&A Series ·

Can I be reimbursed for expenses I paid out of pocket before I’m officially appointed as executor? NC

Can I be reimbursed for expenses I paid out of pocket before I’m officially appointed as executor? – North Carolina Short Answer Often, yes—under North Carolina law, once the Clerk of Superior Court appoints the executor (personal representative), certain actions taken before appointment can be treated as valid if they benefited the estate. Reimbursement is…

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Probate Q&A Series ·

If my parent’s will left everything to the surviving spouse and didn’t list specific property, does everything automatically go to the spouse? NC

If my parent’s will left everything to the surviving spouse and didn’t list specific property, does everything automatically go to the spouse? – North Carolina Short Answer Often, yes—if a North Carolina will clearly gives “all” or “the rest and remainder” of the estate to the surviving spouse, the spouse is usually the sole beneficiary…

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Probate Q&A Series ·

Can the personal representative disqualify me from inheriting by claiming I abandoned the deceased or the family? NC

Can the personal representative disqualify me from inheriting by claiming I abandoned the deceased or the family? – North Carolina Short Answer Sometimes, but only in specific situations recognized by North Carolina law. “Abandonment” is not a general, all-purpose reason a personal representative can use to cut an heir out of an intestate estate. In…

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Probate Q&A Series ·

What should an estate representative do if they can’t find the creditor’s contact information to discuss the claim? NC

What should an estate representative do if they can’t find the creditor’s contact information to discuss the claim? – North Carolina Short Answer In North Carolina, an estate’s personal representative should not guess where to send payments or claim questions. The practical and legal-safe approach is to (1) confirm whether the creditor is a “known…

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Probate Q&A Series ·

Who gets to be in charge of the estate if there isn’t a new will, and can a parent of the deceased be appointed over the surviving spouse or the child’s parent? NC

Who gets to be in charge of the estate if there isn’t a new will, and can a parent of the deceased be appointed over the surviving spouse or the child’s parent? – North Carolina Short Answer In North Carolina, when someone dies without a valid will (or when no will is offered for probate),…

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Probate Q&A Series ·

Can I ask the court to order an explanation or repayment if I never received my share from the sale of estate property? NC

Can I ask the court to order an explanation or repayment if I never received my share from the sale of estate property? – North Carolina Short Answer Yes. In North Carolina, an “interested person” (including a beneficiary) can ask the Clerk of Superior Court handling the estate to require the personal representative (executor/administrator) to…

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Attorney Jared Pierce
Attorney Jared Pierce
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