Do I need to wait for all insurance processing to finish before paying a deceased person’s medical bill from the estate? – NC Short Answer Usually, yes. In North Carolina, a personal representative should generally avoid paying a deceased person’s medical bill from estate funds until the claim amount is clear and the creditor-claim process…
What does it mean when someone applies for letters and opens a probate case? – NC Short Answer In North Carolina, applying for letters and opening a probate case usually means someone has asked the Clerk of Superior Court to recognize a will, if there is one, and appoint a personal representative to handle the…
How is the remaining estate divided after a surviving spouse receives a year’s allowance? – NC Short Answer In North Carolina, a surviving spouse may receive a statutory year’s allowance before the rest of an intestate estate is divided. The spouse’s allowance is generally a $60,000 personal property allowance, and it is in addition to…
How can an estate confirm that a medical billing claim has a zero balance? – NC Short Answer In North Carolina, an estate usually confirms a medical billing claim has a zero balance by matching the written creditor claim against proof of payment and then obtaining written confirmation from the billing company that nothing remains…
Can another attorney at the firm take over a probate dispute if the first person I contacted is unavailable? – NC Short Answer Yes. In North Carolina, a law firm can usually assign another attorney to handle a probate dispute if the first contact is unavailable, as long as the firm can take the matter,…
What happens if estate paperwork is filed with mistakes? – NC Short Answer In North Carolina, a mistake in estate paperwork does not always derail the estate, but it can cause delays, extra filings, added scrutiny from the Clerk of Superior Court, and in some cases removal of the personal representative. Minor errors are often…
What documents and records do I need to give an attorney to complete the annual and final estate accountings? – NC Short Answer In North Carolina, an attorney usually needs the estate inventory, all estate bank records, proof of every receipt and disbursement, and records showing what property is still on hand to prepare an…
Can I still finish the estate administration if a required affidavit asks for information only the deceased would have been the only one able to answer. The personal representative should give complete information that can be verified with reasonable diligence, avoid guessing, and ask the Clerk of Superior Court whether a supplemental explanation, amended filing,…
Can I file a final accounting if there’s still one estate matter that hasn’t been resolved yet? – NC Short Answer Usually no. In North Carolina, a personal representative generally files a final accounting only when the estate administration is ready to close and the remaining estate property, receipts, disbursements, and distributions can be fully…
What happens if a transfer agent says estate account records were sent but will not provide the mailing date? – NC Short Answer In North Carolina, saying records were “sent” does not always end the issue if the estate still has not received them. When a transfer agent or shareholder services company will not confirm…
