How do I handle a tax-lien foreclosure on out-of-state land and recover any surplus funds? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court appoints an administrator to manage an intestate estate, publish creditor notices, and pay claims in statutory order before any distribution. Real estate in another state follows that…
How can I appoint a resident process agent to receive probate documents in North Carolina? – North Carolina Short Answer In North Carolina, anyone applying as a personal representative who lives outside the state must appoint a North Carolina resident process agent and file that appointment with the Clerk of Superior Court before letters are…
How do I navigate the probate process for a small estate when other heirs are in-state? – North Carolina Short Answer In North Carolina, many small estates can be handled by a simple “collection by affidavit” process that does not require opening a full probate or appointing a personal representative. Out-of-state heirs can usually file…
Can I handle small estate administration from out of state without a local personal representative? – North Carolina Short Answer Yes. In North Carolina, many small estates can be collected and distributed by filing a “collection by affidavit” with the Clerk of Superior Court, without appointing a local personal representative or resident process agent. You…
What are the potential liabilities for a process agent in probate matters? – North Carolina Short Answer In North Carolina, a resident process agent’s job is limited: accept service of legal papers for a nonresident personal representative (PR) in matters related to the estate. The agent is not the PR, does not manage the estate,…
Is it possible to settle a small estate without full representation, using only a process agent? – North Carolina Short Answer In North Carolina, you cannot settle an estate using only a resident “process agent.” A process agent only accepts legal papers for a nonresident personal representative and does not administer the estate. For small…
How can I admit my sister’s foreign will in North Carolina without in-person witness affidavits? – North Carolina Short Answer In North Carolina, you can probate a foreign will without in-person witness testimony. If the will is “self-proved” under the law of the place it was signed (or the decedent’s domicile), the Clerk of Superior…
Can my family members provide affidavits to confirm the handwriting of the will witnesses? – North Carolina Short Answer Yes. If a North Carolina will is not self-proved and the subscribing witnesses are unavailable, the Clerk of Superior Court may accept affidavits proving the handwriting of the witnesses and the testator. Any nonexpert who is…
What steps do I need to probate an estate that holds a secured margin loan and a domestic bank account? – North Carolina Short Answer In North Carolina, you file the will and apply for Letters with the Clerk of Superior Court in a county where the nonresident decedent left property. If the will is…
Do I need to file a separate estate income tax return for dividend income generated after death? – North Carolina Short Answer Yes. In North Carolina, once a person dies, the estate becomes a separate taxpayer. Dividends and interest the assets earn after death are reported by the estate on a fiduciary income tax return…
