Probate Q&A Series

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Probate Q&A Series ·

Can I recover funds that a co-administrator withdrew from my DECEDENT’s estate without the legal fees exceeding what I’d recover? NC

Can I recover funds that a co-administrator withdrew from my DECEDENT’s estate without the legal fees exceeding what I’d recover? – North Carolina Short Answer Possibly. In North Carolina, a personal representative can ask the Clerk of Superior Court to require a co-administrator (or anyone holding estate property) to account for and, where appropriate, turn…

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Probate Q&A Series ·

How can I prepare and file the executor accounting in probate? NC

How can I prepare and file the executor accounting in probate? – North Carolina Short Answer In North Carolina, an executor (personal representative) generally prepares an estate accounting on the court form used for annual and final accounts, attaches supporting paperwork (including proof of disbursements and often bank statements), signs the account under oath, and…

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Probate Q&A Series ·

How can I get a bank’s signature cards, account statements, and any 1099 tax forms for a deceased person’s accounts to use in probate? NC

How can I get a bank’s signature cards, account statements, and any 1099 tax forms for a deceased person’s accounts to use in probate? – North Carolina Short Answer In North Carolina, the usual way to obtain a deceased person’s bank signature cards, account statements, and year-end tax reporting (such as 1099s) is for the…

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Probate Q&A Series ·

Can I sell a deceased parent’s mortgaged home during probate, and what extra steps are required when a minor heir has an interest in the estate? NC

Can I sell a deceased parent’s mortgaged home during probate, and what extra steps are required when a minor heir has an interest in the estate? – North Carolina Short Answer Yes. In North Carolina, a personal representative (executor or administrator) can sell a deceased parent’s mortgaged home during probate, but real estate is not…

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Probate Q&A Series ·

As a beneficiary, how do I ensure the executor follows the rules, provides a proper inventory and accounting, and keeps me informed throughout the estate process? – NC

As a beneficiary, how do I ensure the executor follows the rules, provides a proper inventory and accounting, and keeps me informed throughout the estate process? – North Carolina Short Answer In North Carolina, the executor (personal representative) must file an inventory and periodic accountings with the Clerk of Superior Court, and a beneficiary can…

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Probate Q&A Series ·

What happens if I refuse to sign the renunciation my stepparent sent—can they still be appointed and how does that affect my rights? NC

What happens if I refuse to sign the renunciation my stepparent sent—can they still be appointed and how does that affect my rights? – North Carolina Short Answer In North Carolina, refusing to sign a “renunciation” or “waiver” does not automatically stop a surviving spouse (including a stepparent who was married to the deceased parent)…

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Probate Q&A Series ·

What is the process and standard timeline to submit my caregiving and reimbursement claims, and can another relative who helped provide round-the-clock care submit a claim too? NC

What is the process and standard timeline to submit my caregiving and reimbursement claims, and can another relative who helped provide round-the-clock care submit a claim too? – North Carolina Short Answer In North Carolina, a caregiving or reimbursement request is usually treated as a creditor claim against the decedent’s estate and must be presented…

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Probate Q&A Series ·

If no one opens an estate and there’s no will, who is responsible for debts and how do I handle a financed vehicle that I returned to the lender? NC

If no one opens an estate and there’s no will, who is responsible for debts and how do I handle a financed vehicle that I returned to the lender? – North Carolina Short Answer In North Carolina, a deceased person’s debts are usually paid from the deceased person’s property, not from a surviving spouse’s or…

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Probate Q&A Series ·

How can I make sure money and property a sibling took before probate are counted against their share, and what proof do we need? NC

How can I make sure money and property a sibling took before probate are counted against their share, and what proof do we need? – North Carolina Short Answer In North Carolina, the estate can often treat a pre-death transfer as an “advancement” (an early payout of an intestate inheritance) only if the law’s requirements…

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Probate Q&A Series ·

If we remain co‑owners of rental property after trust administration, how do I start a partition to sell or divide the properties? – NC

If we remain co‑owners of rental property after trust administration, how do I start a partition to sell or divide the properties? – North Carolina Short Answer In North Carolina, any co-owner (called a “cotenant”) can start a partition case in Superior Court to force co-owned real estate to be divided or sold. Partition usually…

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Attorney Jared Pierce
Attorney Jared Pierce
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