How do I keep the estate accounting current while we wait for the creditor to update the court record? NC

How do I keep the estate accounting current while we wait for the creditor to update the court record? – North Carolina Short Answer In North Carolina, the personal representative can keep the estate accounting “current” by updating the working (draft) accounting to reflect the creditor payment, gathering written proof of payment, and preparing a…

Do I need to be appointed as executor or administrator before legal fees can be paid from estate funds? – NC

Do I need to be appointed as executor or administrator before legal fees can be paid from estate funds? – North Carolina Short Answer In North Carolina, estate money generally should not be used to pay an attorney until someone is officially qualified as the estate’s personal representative (executor or administrator) and has authority to…

Do banks accept a scanned, notarized affidavit by email, or do they require mailing the original document? – NC

Do banks accept a scanned, notarized affidavit by email, or do they require mailing the original document? – North Carolina Short Answer In North Carolina, a financial institution may accept a scanned, notarized affidavit by email, but North Carolina law usually does not force the institution to do so. Many banks still require the original…

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),…

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…

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…

What options do I have if the funeral home won’t proceed without clear authorization from me? – NC

What options do I have if the funeral home won’t proceed without clear authorization from me? – North Carolina Short Answer In North Carolina, the surviving spouse is usually first in line to control disposition decisions (including cremation) unless the decedent left a valid written authorization that names someone else. If a funeral home or…