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.
Can a holographic will override tenancy by the entirety to transfer half a State of North Carolina marital home? Detailed Answer In North Carolina, spouses who hold real property together typically own it as tenants by the entirety. Under this arrangement, each spouse owns the whole property as a single legal entity with a right…
How to Open an Intestate Estate in North Carolina Detailed Answer When someone dies without a valid will in North Carolina, their estate passes under intestate succession rules found in Chapter 28A of the North Carolina General Statutes. To open an intestate estate, you must file a Petition for Appointment of Personal Representative with the…
How can I change the personal representative or attorney handling a long-pending probate estate in North Carolina? 1. Detailed Answer Understanding Your Options Under North Carolina Law When a probate estate drags on, interested persons—such as beneficiaries or creditors—can ask the clerk of superior court to remove a personal representative. They can also seek to…
What steps are required to open an intestate estate in North Carolina when someone dies without a will? 1. Detailed Answer When someone dies without a valid will in North Carolina, the property passes by intestate succession. You must open an intestate estate through the Clerk of Superior Court in the county where the decedent…
How do I update an existing living trust and transfer real estate into it in North Carolina? Detailed Answer If you already have a living trust in North Carolina, you can update its terms and transfer real estate into it by following state requirements and the rules set out in your trust document. Here’s what…
Detailed Answer Under North Carolina law, intestate succession applies when someone dies without a valid will. The law defines “children” to include biological children and those legally adopted. It does not include stepchildren who have not undergone a formal adoption process. As a result, a stepchild stands in the same position as other nonrelatives by…
How do I compel co-executors in North Carolina to file and probate a decedent’s will? Detailed Answer When a person dies leaving a valid will in North Carolina, the named executors must promptly file the original will with the clerk of superior court. Under N.C. Gen. Stat. § 28A-6-1, an executor has 30 days from…
How do I probate a handwritten will and handle a reverse mortgage on inherited property in North Carolina? Detailed Answer When you inherit property under a handwritten (holographic) will in North Carolina, you must first admit that will to probate so the court can appoint someone to manage the estate and pay debts, including any…
Detailed Answer Administering an estate in North Carolina requires personal representatives to satisfy creditor claims and protect real property in a timely and lawful manner. Follow these steps: Obtain Letters of Administration. File a petition in the clerk’s office of the superior court to be appointed as personal representative. Once the clerk issues letters testamentary…
How to Enter Estate Property and Retrieve Your Personal Belongings Under a North Carolina Probate Court Order 1. Detailed Answer When someone dies in North Carolina, their property often remains in a home, storage unit, or other location. If you’re an heir, beneficiary, or someone else entitled to reclaim your own personal items, North Carolina…
When can I use a North Carolina Small Estate Affidavit to collect bank accounts under $20,000? Detailed Answer If a loved one dies owning less than $20,000 in personal property located in North Carolina, you may be able to use a Small Estate Affidavit instead of full probate. The Small Estate Affidavit process lets certain…
How do North Carolina’s year’s allowance and elective share protect a surviving spouse when the will leaves specific assets? Detailed Answer What Is the Year’s Allowance? North Carolina law grants a surviving spouse a “year’s allowance” from the decedent’s personal property. Under N.C. Gen. Stat. § 30-15, the court sets aside a sum—currently up to…
What remedies do beneficiaries have in North Carolina if an estate administrator mismanages assets or ignores statutory duties? Detailed Answer When an estate administrator mismanages assets or ignores duties, beneficiaries have several legal tools under North Carolina law to protect their interests. First, beneficiaries can demand that the administrator render a full accounting of all…
How does tenancy by the entirety in North Carolina avoid probate and impact heirs’ inheritance rights? Detailed Answer Tenancy by the entirety is a special form of joint ownership available only to married couples under North Carolina law. When a married couple holds real estate or other property as tenants by the entirety, each spouse…
What initial steps and filings are required to open a probate estate in North Carolina? 1. Detailed Answer When someone passes away in North Carolina, you must open a probate estate to transfer assets, pay debts, and distribute property. You start by determining whether the decedent left a valid will. If there is a will,…
How do I compel an executor to file a will in North Carolina if they refuse to disclose it? Detailed Answer Under North Carolina law, any person holding an original will must deliver it to the clerk of superior court in the county where the decedent lived. North Carolina General Statute § 28A-2-2 requires prompt…
What Evidence Should a Spouse Gather to Prove No Abandonment and Protect Spousal Allowance under North Carolina Probate Law? Detailed Answer Under North Carolina law, a surviving spouse may receive a statutory allowance for support during probate. North Carolina General Statutes §30-15.2(d) requires that the spouse not have deserted or abandoned the decedent within one…
Detailed Answer When a property sells for more than the amount owed in back taxes, interest, and costs, North Carolina law designates those excess proceeds as surplus funds. Recovering these funds requires you to follow a defined process under state statutes. Here’s what you need to know: 1. Statutory Framework North Carolina General Statute §…
How does a personal representative resign in North Carolina probate and how is a successor selected? 1. Detailed Answer In North Carolina probate, a personal representative (sometimes called an executor or administrator) may step down before completing estate administration. State law sets out the steps for resignation and the process for selecting a new fiduciary.…
What steps must I take to open an intestate estate in North Carolina when someone dies without a will? 1. Detailed Answer When someone dies without a valid will in North Carolina, the estate is “intestate.” You must follow the state’s probate process to appoint an administrator, collect assets, pay debts, and distribute property under…