Are my husband’s vehicles and medical bills required to be listed in the estate inventory?: North Carolina guidance for executors

Are my husband’s vehicles and medical bills required to be listed in the estate inventory? – North Carolina Short Answer In North Carolina, vehicles your husband owned in his name are estate assets and should be listed on the 90-day inventory with a date-of-death value and identifying details. Unpaid medical bills are not listed on…

Do I need to include my husband’s retirement account and joint stocks on the inventory?: North Carolina Probate

Do I need to include my husband’s retirement account and joint stocks on the inventory? – North Carolina Short Answer In North Carolina, list probate assets on the Inventory and separately identify certain non‑probate items that can be tapped to pay claims. Retirement accounts with a named beneficiary usually are not listed; if the estate…

What steps can I take to recover the funds withdrawn when the decedent’s bank accounts were closed?: Practical steps under North Carolina probate

What steps can I take to recover the funds withdrawn when the decedent’s bank accounts were closed? – North Carolina Short Answer In North Carolina, you can ask the Clerk of Superior Court to order the former power-of-attorney agent to provide a full accounting and to restore money wrongfully taken. The estate’s personal representative (or…

How can I properly close the estate checking account and transfer the remaining funds to myself as sole heir?: Answered under North Carolina probate law

How can I properly close the estate checking account and transfer the remaining funds to myself as sole heir? – North Carolina Short Answer In North Carolina, the personal representative may distribute remaining estate cash to the heir only after paying valid claims, expenses, and required taxes, and after the creditor claim period has run.…