Explore our informative articles, insights, and updates focused on North Carolina Estate Administration, Estate Planning, Partition Actions, and Surplus Fund cases. Our goal is to make these complex topics accessible, offering you guidance and understanding at each step of the legal process. Whether you’re looking to navigate probate administration, protect your assets through careful planning, understand partition actions, or resolve issues with surplus funds, our articles are designed to empower you with practical advice, legal insights, and actionable steps. Stay informed and feel confident as you make decisions about your estate and legal matters.
What steps do I need to open probate for both my parent and step-parent’s estates? – North Carolina Short Answer In North Carolina, you file a probate application for each estate with the Clerk of Superior Court in the county where each decedent lived. If the named executor has not qualified, an interested person may…
How can I confirm that the home sale proceeds have been properly deposited into the trust account? – North Carolina Short Answer In North Carolina, you confirm the deposit by collecting and reconciling the closing documents with proof from the closing attorney’s trust account. Get the signed settlement (closing) statement, the trust account ledger for…
Can I require my sibling to reimburse the estate for credit card charges made after our parent died? – North Carolina Short Answer Yes. In North Carolina, a personal representative can seek repayment when someone uses the decedent’s credit card after death because no one has authority to use the card at that point and…
What steps do I need to open and use an estate bank account for closing personal accounts and reimbursing funeral expenses? – North Carolina Short Answer In North Carolina, a personal representative opens an estate bank account after receiving Letters from the Clerk of Superior Court and obtaining a federal EIN. Deposit estate funds into…
How do I handle final personal income taxes for my parent and determine if the estate also owes an estate income tax return? – North Carolina Short Answer In North Carolina, the personal representative files your parent’s final federal and state individual income tax returns for the year of death (typically due by April 15…
What deadlines must I meet for creditor claims and filing accountings in the probate process? – North Carolina Short Answer In North Carolina, publish notice to creditors promptly after you receive letters and mail personal notice to known creditors within 75 days. Unknown creditors must present claims by the date you set in the published…
How do I serve legal process on other heirs I need to notify for a forced sale? – North Carolina Short Answer In North Carolina, a co-owner who files a partition (forced sale) must serve every co-heir with a Special Proceeding Summons and the petition under the state’s civil procedure rules. If you cannot locate…
How can I change who inherits my annuity after I get married? – North Carolina Short Answer In North Carolina, annuities pass to the person named on the beneficiary form, not under your will. Marriage does not automatically change that designation. To change who inherits, contact your annuity company and submit its change-of-beneficiary form; the…
What happens if we can’t locate all co-heirs when pursuing a partition sale? – North Carolina Short Answer In North Carolina, you must make diligent efforts to locate and serve every co-owner before a partition can proceed. If some co-heirs cannot be found after due diligence, the court allows service by publication and will appoint…
How can I protect my rights in my parent’s probate in another state when I live in North Carolina? – North Carolina Short Answer Under North Carolina law, you can protect your interests from here by opening an “ancillary” estate in the North Carolina county where any North Carolina assets are located, enforcing reporting duties,…
What steps do I need to open my parent’s estate in another state remotely? – North Carolina Short Answer Under North Carolina law, you generally open the main (domiciliary) estate in the state where your parent lived at death, and you can often handle much of it remotely through local counsel. If your parent owned…
Can a sibling legally sign estate or insurance documents on my behalf without permission? – North Carolina Short Answer In North Carolina, a sibling cannot sign estate or insurance documents for you unless you gave them a valid, written power of attorney. Only a duly appointed personal representative can sign for the estate, and that…
How do I challenge unauthorized actions by a co-heir in a probate case? – North Carolina Short Answer In North Carolina, an heir can ask the Clerk of Superior Court to step in through an estate proceeding. If a co-heir is the personal representative and acted improperly, you can seek to revoke their letters. If…
Can I handle all probate proceedings from North Carolina without traveling to another state? – North Carolina Short Answer Often, yes for the North Carolina piece. If a nonresident decedent owned North Carolina assets (like real property), you can open an ancillary estate here and handle most steps by mail with help from local counsel,…
What are the court steps and timeline for dividing or selling this small property in North Carolina? Short Answer In North Carolina, a partition case starts with a petition filed in the Clerk of Superior Court in the county where the land sits. The clerk decides whether the land can be fairly split (partition in…
With no will or estate opened, how do I establish and protect my share of my parent’s property? – North Carolina Short Answer In North Carolina, real estate passes to the heirs at death, even if no estate is opened. If you and others co-own the land, you can file a partition proceeding with the…
Can a co-owner legally lock me out of a house that we both own? – North Carolina Short Answer No. In North Carolina, every co-owner (cotenant) has an equal right to possess and use the entire property. Changing the locks to exclude a co-owner can be an unlawful “ouster.” If a co-owner refuses access, you…
What is the process for partitioning and selling a co-owned home when the other owner won’t cooperate? – North Carolina Short Answer In North Carolina, any co-owner may file a partition proceeding with the Clerk of Superior Court in the county where the property sits. If the property cannot be fairly divided, the court can…
How can I legally regain access to a co-owned house after my sibling changed the locks? – North Carolina Short Answer In North Carolina, each co-owner (tenant in common) has an equal right to possess the whole property. A co-owner cannot lawfully lock you out; if they do, you can ask a court to order…
How do I protect my ownership rights if my co-owner denies me entry? – North Carolina Short Answer In North Carolina, each co-owner (tenant in common) has an equal right to possess the entire property. A lockout by one co-owner can be an “ouster,” and you can ask a court for an order restoring access…