Probate Q&A Series

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Probate Q&A Series ·

Can a second cousin serve as the personal representative if the closest heirs are cousins who live out of state and aren’t involved? NC

Can a second cousin serve as the personal representative if the closest heirs are cousins who live out of state and aren’t involved? – North Carolina Short Answer Sometimes. In North Carolina, the Clerk of Superior Court usually must appoint an eligible person with higher priority first (such as an heir, including a closer cousin),…

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Probate Q&A Series ·

I was removed as executor over a filing mistake; can I be reinstated or have a neutral administrator continue while we litigate the will? NC

I was removed as executor over a filing mistake; can I be reinstated or have a neutral administrator continue while we litigate the will? – North Carolina Short Answer In North Carolina, removal as executor usually means the clerk of superior court revoked the “letters” that gave authority to act for the estate. If the…

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Probate Q&A Series ·

Who should the refund be made payable to and where should it be mailed if there is a court‑appointed administrator? NC

Who should the refund be made payable to and where should it be mailed if there is a court‑appointed administrator? – North Carolina Short Answer In North Carolina, when a court has appointed an administrator (a type of “personal representative”), a refund that belongs to the deceased person should generally be reissued payable to the…

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Probate Q&A Series ·

What information does the court require to process a request for a substitute personal representative? NC

What information does the court require to process a request for a substitute personal representative? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court generally needs a sworn filing that identifies the estate, explains why the current personal representative cannot continue (such as incapacity), and shows who should be appointed next…

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Probate Q&A Series ·

What documents should I include to support a medical billing claim to an estate, such as proof of services, a death certificate, or account statements? NC

What documents should I include to support a medical billing claim to an estate, such as proof of services, a death certificate, or account statements? – North Carolina Short Answer In North Carolina, a medical provider (or an estate representative paying a medical bill as a creditor claim) should keep enough documentation to show (1)…

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Probate Q&A Series ·

How do I obtain full transaction histories and closing statements for all accounts held by the decedent, including unusual accounts like a subscriber equity interest? NC

How do I obtain full transaction histories and closing statements for all accounts held by the decedent, including unusual accounts like a subscriber equity interest? – North Carolina Short Answer In North Carolina, a personal representative usually obtains full transaction histories and closing statements by sending a written records request to each financial institution or…

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