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Probate Q&A Series

Do jointly owned bank accounts automatically become mine after my spouse dies, or can the children challenge that? nc

Do jointly owned bank accounts automatically become mine after my spouse dies, or can the children challenge that? – North Carolina Short Answer In North Carolina, a jointly owned bank account with a properly created right of survivorship generally becomes the surviving spouse’s account at death and does not pass through probate. However, children (or…

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Probate Q&A Series

Can I still claim reimbursement for property taxes or other expenses my deceased spouse paid if I can’t access their bank records or receipts? nc

Can I still claim reimbursement for property taxes or other expenses my deceased spouse paid if I can’t access their bank records or receipts? – North Carolina Short Answer Sometimes, but reimbursement is harder without documentation. In a North Carolina estate, the personal representative generally can ask to be repaid for reasonable, necessary expenses paid…

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Probate Q&A Series

What should I do if the e-filing acceptance comments say a bond is required but the clerk’s office notes don’t show that requirement? nc

What should I do if the e-filing acceptance comments say a bond is required but the clerk’s office notes don’t show that requirement? – North Carolina Short Answer In North Carolina, treat the e-filing acceptance comment as a prompt to confirm the bond issue directly with the Clerk of Superior Court (Estates) before taking the…

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Probate Q&A Series

If the estate doesn’t have enough money to cover everything, what happens to unsecured farm supply credit and other unsecured debts? nc

If the estate doesn’t have enough money to cover everything, what happens to unsecured farm supply credit and other unsecured debts? – North Carolina Short Answer In North Carolina, unsecured farm supply credit and most other unsecured debts are typically paid only after higher-priority items (like estate administration costs and certain taxes) are handled. If…

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Probate Q&A Series

What should the executor communicate to a secured creditor to avoid foreclosure while the probate process is pending? nc

What should the executor communicate to a secured creditor to avoid foreclosure while the probate process is pending? – North Carolina Short Answer In North Carolina, an executor (personal representative) usually cannot stop a secured creditor from enforcing its lien just because probate is pending. To reduce the chance of foreclosure while the estate seeks…

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