News and Articles

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.

How Is the Fair Market Value of Personal Property Calculated in a North Carolina Probate Case?

How North Carolina Probate Courts Determine Fair Market Value of Personal Property Detailed Answer In North Carolina probate, the personal representative (executor or administrator) must list every non-real-estate item the decedent owned and report its fair market value (FMV) on the date of death. The governing statute, N.C. Gen. Stat. § 28A-20-1, requires the inventory…

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What Constitutes Due Diligence for Identifying and Notifying Unknown Heirs in North Carolina Probate Administration?

Detailed Answer North Carolina law expects a personal representative (executor or administrator) to make “reasonable diligence” efforts to locate and notify every heir who may have an interest in an estate. While Chapter 28A of the North Carolina General Statutes does not spell out an item-by-item checklist, clerks of superior court routinely apply the same…

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How Are Real Property and Personal Assets Identified, Inventoried, and Distributed Under Intestacy Law in North Carolina?

Detailed Answer 1. Open the Estate With the Clerk of Superior Court Intestate estates in North Carolina begin with an Application for Letters of Administration (form AOC-E-201) filed with the Clerk of Superior Court in the county where the decedent lived. The Clerk issues Letters of Administration granting the personal representative (called the administrator) legal…

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How Do Existing Mortgage Obligations Affect the Sale and Division of Proceeds in a Partition in North Carolina?

Detailed Answer Quick Takeaway An existing mortgage must be satisfied or accounted for before co-owners divide any money from a court-ordered partition sale in North Carolina. Under N.C. Gen. Stat. §§ 46A-1 et seq., sale proceeds are distributed in this order: Clerk and commissioner costs of the partition. Liens in order of priority—your mortgage sits…

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What options exist to secure missing estate documents from uncooperative institutions?

Options to Secure Missing Estate Documents from Uncooperative Institutions in North Carolina Detailed Answer North Carolina personal representatives—called executors (when there is a will) or administrators (when there is no will)—have broad statutory power to collect the decedent’s records. Yet banks, brokerages, mortgage servicers, and insurers sometimes ignore or delay requests. Below is a step-by-step…

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How Can a Beneficiary Verify That Creditor Notice Requirements Were Satisfied in the Original Estate to Rely on the Two-Year Rule?

Detailed Answer: How to Confirm Creditor Notice Was Properly Given North Carolina probate law gives personal representatives two ways to cut off creditor claims: Publish and mail the statutory Notice to Creditors and bar late claims in about 4–6 months, or Do nothing and let the two-year rule in N.C. Gen. Stat. § 28A-19-3 bar…

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