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Probate Q&A Series

Can a bank be required to provide alternative records showing account ownership and survivorship terms for an old account? nc

Can a bank be required to provide alternative records showing account ownership and survivorship terms for an old account? – North Carolina Short Answer Yes—sometimes. In a North Carolina probate matter, a bank may be required (by subpoena or court order) to produce whatever account-opening and maintenance records it still has that show how an…

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Probate Q&A Series

Who is allowed to request or receive payment information for a deceased person’s estate? nc

Who is allowed to request or receive payment information for a deceased person’s estate? – North Carolina Short Answer In North Carolina, the person with legal authority to request and receive payment-related information for a deceased person’s estate is usually the court-appointed personal representative (executor or administrator). That authority is typically proven with certified Letters…

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Real Estate Q&A Series

What happens if the closing happens before we agree on how repair reimbursements will be handled? nc

What happens if the closing happens before we agree on how repair reimbursements will be handled? – North Carolina Short Answer In North Carolina, if a home closing happens before the parties clearly agree (in writing) on repair reimbursements, the reimbursement often becomes a post-closing dispute instead of a clean closing disbursement. Once the deed…

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Partition Action Q&A Series

If the properties have homes or other buildings on them, does that make it more likely the court will order a sale instead of dividing the land? nc

If the properties have homes or other buildings on them, does that make it more likely the court will order a sale instead of dividing the land? – North Carolina Short Answer Sometimes. In North Carolina, the court can order a sale (instead of physically dividing the land) only if dividing the property “in kind”…

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Probate Q&A Series

Do I need to transfer the deceased person’s car title into my name before selling it to a dealership, or can it go directly to the buyer? nc

Do I need to transfer the deceased person’s car title into my name before selling it to a dealership, or can it go directly to the buyer? – North Carolina Short Answer In North Carolina, an executor (personal representative) usually does not need to retitle the deceased person’s car into the executor’s personal name before…

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Probate Q&A Series

What happens if Medicare or another medical payer later says the deceased still owes a hospital bill after the claims period ends? nc

What happens if Medicare or another medical payer later says the deceased still owes a hospital bill after the claims period ends? – North Carolina Short Answer In North Carolina, most unsecured creditor claims against an estate (including many medical bills) are barred if the creditor does not properly present a written claim within the…

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Guardianship Q&A Series

What legal paperwork do I need so I can take my grandkids to doctor appointments and handle school or medical decisions while their parent is hospitalized? nc

What legal paperwork do I need so I can take my grandkids to doctor appointments and handle school or medical decisions while their parent is hospitalized? – North Carolina Short Answer In North Carolina, the right paperwork depends on whether authority is needed for the grandkids (minors) or for the hospitalized parent (an adult). For…

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Estate Planning Q&A Series

Can a trustee be required to pay for property maintenance or major repairs if the trust is supposed to cover those costs? nc

Can a trustee be required to pay for property maintenance or major repairs if the trust is supposed to cover those costs? – North Carolina Short Answer In North Carolina, a trustee generally should pay legitimate property maintenance and repair costs from trust assets when the trust terms authorize or require those expenses. A trustee…

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