Probate Q&A Series

Page 407 of 599

Probate Q&A Series ·

What forms are required to file an estate inventory and apply for an EIN for the estate? NC

What forms are required to file an estate inventory and apply for an EIN for the estate? – North Carolina Short Answer In North Carolina, the estate inventory is typically filed on the North Carolina court form titled “Inventory for Decedent’s Estate” (AOC‑E‑505), which is due within three months after the co-administrators qualify (receive letters).…

Read more
Probate Q&A Series ·

What happens if the insurance company or insurance department hasn’t sent anything—how do I check the status and make sure any benefits are paid? NC

What happens if the insurance company or insurance department hasn’t sent anything—how do I check the status and make sure any benefits are paid? – North Carolina Short Answer In North Carolina, if nothing has arrived from an insurance company, the fastest way to check status is to contact the insurer’s claims unit directly, confirm…

Read more
Probate Q&A Series ·

What’s the process for distributing life insurance and retirement benefits outside probate? NC

What’s the process for distributing life insurance and retirement benefits outside probate? – North Carolina Short Answer In North Carolina, life insurance proceeds and most retirement plan benefits usually pass “outside probate” when there is a valid, living beneficiary named on the policy or account. The beneficiary (not the personal representative) typically makes a claim…

Read more
Probate Q&A Series ·

How does intestate succession work when a decedent has no spouse or children and only siblings or step-siblings? NC

How does intestate succession work when a decedent has no spouse or children and only siblings or step-siblings? – North Carolina Short Answer In North Carolina, if a person dies without a will and leaves no surviving spouse, children, or other descendants, the estate generally passes to the decedent’s parents; if no parent survives, it…

Read more
Probate Q&A Series ·

How can I get detailed records of my father’s assets when the person holding my mother’s power of attorney won’t share information? NC

How can I get detailed records of my father’s assets when the person holding my mother’s power of attorney won’t share information? – North Carolina Short Answer In North Carolina, a power of attorney for a living person does not automatically give other family members a right to see that person’s financial records. However, opening…

Read more
Probate Q&A Series ·

How does the year’s allowance work for a surviving spouse or dependent, and what documents do I need to file? NC

How does the year’s allowance work for a surviving spouse or dependent, and what documents do I need to file? – North Carolina Short Answer In North Carolina, a “year’s allowance” is a statutory family allowance that lets a surviving spouse (and, if applicable, certain dependent children) receive specific personal property or cash from the…

Read more
Probate Q&A Series ·

What documents and statements are required for court approval of the final accounting, and how long does that approval typically take around the holidays? NC

What documents and statements are required for court approval of the final accounting, and how long does that approval typically take around the holidays? – North Carolina Short Answer In North Carolina estate administration, the Clerk of Superior Court typically approves a final accounting after the personal representative files a Final Account that fully itemizes…

Read more
Probate Q&A Series ·

What happens if proof of satisfaction doesn’t arrive before the year-end deadline for final accounting? NC

What happens if proof of satisfaction doesn’t arrive before the year-end deadline for final accounting? – North Carolina Short Answer In North Carolina, a final account generally cannot be approved for closing if the estate still has unpaid debts or the personal representative cannot document that claims were paid. If written proof that a debt…

Read more
Probate Q&A Series ·

How can I keep living in the home if my sibling and I inherit it together—can we transfer their share to me in exchange for resolving the second‑mortgage loan they owe? NC

How can I keep living in the home if my sibling and I inherit it together—can we transfer their share to me in exchange for resolving the second‑mortgage loan they owe? – North Carolina Short Answer Yes—under North Carolina law, a co-owner who inherits a home with a sibling can often end up with full…

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.