Probate Q&A Series

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Probate Q&A Series ·

What steps do I take to confirm the accurate boundaries before selling co-owned property?: North Carolina partition sales

What steps do I take to confirm the accurate boundaries before selling co-owned property? – North Carolina Short Answer In North Carolina partition cases, confirm the legal description before any court-ordered sale by fixing the record first. Move to amend the petition and proposed order to use the correct metes-and-bounds, obtain a survey and plat…

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Probate Q&A Series ·

Does having a 99/1 ownership split affect the survivorship transfer or probate requirement?: North Carolina

Does having a 99/1 ownership split affect the survivorship transfer or probate requirement? – North Carolina Short Answer In North Carolina, unequal shares (like 99/1) do not defeat a properly created joint tenancy with right of survivorship. If the deed expressly includes survivorship, the decedent’s interest passes to the surviving co-owner at death and that…

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Probate Q&A Series ·

What evidence will the court require to challenge fraudulent mortgages recorded by a co-owner?: North Carolina Surplus Funds

What evidence will the court require to challenge fraudulent mortgages recorded by a co-owner? – North Carolina Short Answer In North Carolina, you need clear, document-based proof that the challenged deed of trust (mortgage) is invalid as to your interest—most often because you never signed it, your signature was forged, or required formalities were not…

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Probate Q&A Series ·

What steps can force the surviving spouse to disclose financial records and inheritance details?

What steps can force the surviving spouse to disclose financial records and inheritance details? – North Carolina Short Answer In North Carolina, you can open the estate and use the Clerk of Superior Court’s powers to require disclosures. A personal representative must file a sworn inventory within three months and can seek court-ordered examinations and…

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Probate Q&A Series ·

How can I file a petition to recover foreclosure surplus funds in North Carolina without returning in person?: Practical steps under North Carolina law

How can I file a petition to recover foreclosure surplus funds in North Carolina without returning in person? – North Carolina Short Answer Yes. In North Carolina, surplus funds from a completed foreclosure are held by the Clerk of Superior Court in the county where the sale occurred. You can file a notarized petition (or…

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Probate Q&A Series ·

How does a surviving spouse’s year’s allowance filing affect my child’s inheritance rights?

How does a surviving spouse’s year’s allowance filing affect my child’s inheritance rights? – North Carolina Short Answer In North Carolina, a surviving spouse can claim a year’s allowance from the decedent’s personal property, which comes off the top before heirs receive intestate shares. Your minor child also has a separate, smaller year’s allowance that…

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Probate Q&A Series ·

What rights does my child have to the car now titled in the surviving spouse’s name and subject to a deficiency judgment?: North Carolina

What rights does my child have to the car now titled in the surviving spouse’s name and subject to a deficiency judgment? – North Carolina Short Answer In North Carolina, title is evidence of ownership but does not always conclusively determine ownership. If the surviving spouse retitled the vehicle into their name, your child does…

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