How does a North Carolina personal representative properly classify and recover estate administration and real property carrying costs in probate?

What are the proper steps for a personal representative to request reimbursement of estate expenses and real property carrying costs in North Carolina probate? When you serve as personal representative in Wake County or any North Carolina jurisdiction, you may advance costs to preserve estate assets. General Statute § 28A-13-3 authorizes you to pay insurance,…

What steps should a personal representative take if Medicaid Estate Recovery omits estate real property from its satisfaction of claim?

What steps should a personal representative take when Medicaid Estate Recovery omits estate real property from its satisfaction of claim? When Medicaid Estate Recovery files a satisfaction of claim but omits estate real property—even though it held a valid lien—you must act promptly to protect heirs and assets. Under North Carolina law, Medicaid may recover…

How can a North Carolina surviving spouse claim an elective share and how does a standstill order pause estate distributions?

What Is an Elective Share Claim and How Does a Standstill Order Affect Estate Distributions in North Carolina? When a decedent’s will or intestate succession plan leaves a surviving spouse with less than one-third of the estate’s net value, North Carolina law grants an “elective share” to the spouse. Under N.C. Gen. Stat. § 30-3.1,…

Under North Carolina law, can an executor unilaterally sell inherited real estate when the will directs the sale?

Can an Executor Sell Inherited Real Estate Without Co‐Heirs’ Consent When the Will Directs a Sale? In North Carolina, a personal representative (executor) derives authority to administer estate assets from the will and from statute. N.C. Gen. Stat. § 28A-15-3 authorizes a personal representative to collect, manage, and liquidate estate property. If a will clearly…