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Probate Q&A Series

What happens if the people named in the newer will already transferred or spent estate assets before the will is challenged? nc

What happens if the people named in the newer will already transferred or spent estate assets before the will is challenged? – North Carolina Short Answer In North Carolina, a will contest (a “caveat”) decides whether the newer will is valid, but it does not automatically undo transfers or spending that already happened. If estate…

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Probate Q&A Series

What happens in probate when someone dies without a will and the spouse and an adult child are co-administrators? nc

What happens in probate when someone dies without a will and the spouse and an adult child are co-administrators? – North Carolina Short Answer In North Carolina, when someone dies without a will (intestate), the Clerk of Superior Court oversees the estate, and co-administrators must work together to collect assets, pay valid expenses and creditor…

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Probate Q&A Series

Can creditors or debts tied to one property force the sale of an out-of-state inherited property, and when would that be allowed? nc

Can creditors or debts tied to one property force the sale of an out-of-state inherited property, and when would that be allowed? – North Carolina Short Answer Usually, a North Carolina creditor claim or a debt tied to one property cannot directly force the sale of a different, out-of-state inherited property through a North Carolina…

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Probate Q&A Series

As the administrator, can I receive a commission for my work, and when is that requested and paid during the estate process? nc

As the administrator, can I receive a commission for my work, and when is that requested and paid during the estate process? – North Carolina Short Answer Yes. In North Carolina, a court-appointed personal representative (often called an “administrator” when there is no will) can usually receive a commission for time and trouble, but the…

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Probate Q&A Series

What happens if I don’t have the account holder’s login information or Social Security number? nc

What happens if I don’t have the account holder’s login information or Social Security number? – North Carolina Short Answer In North Carolina, a financial institution usually will not give detailed account information or allow changes to a deceased person’s investment account based only on family status, and it does not require having the decedent’s…

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Probate Q&A Series

How do I get an insurance refund check reissued in the name of a deceased person’s estate instead of the deceased person? nc

How do I get an insurance refund check reissued in the name of a deceased person’s estate instead of the deceased person? – North Carolina Short Answer In North Carolina, an insurance company will usually reissue a premium refund payable to the deceased person’s estate (or to the estate’s personal representative) after it receives proof…

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Probate Q&A Series

Will it cause problems if some of my personal deposits or business funds accidentally went into the deceased person’s account before it was closed? nc

Will it cause problems if some of my personal deposits or business funds accidentally went into the deceased person’s account before it was closed? – North Carolina Short Answer It can cause problems in a North Carolina estate administration if personal or business money is mixed into a deceased person’s bank account, but it is…

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Probate Q&A Series

What happens if a secured creditor starts foreclosure while the estate is trying to sell the property through probate? nc

What happens if a secured creditor starts foreclosure while the estate is trying to sell the property through probate? – North Carolina Short Answer In North Carolina, a secured creditor (like a deed-of-trust lender) can usually keep moving forward with foreclosure even while an estate is trying to sell the property through probate. A probate…

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Probate Q&A Series

If the surviving spouse hasn’t filed for the spousal allowance yet, can estate money still be used for funeral costs, court costs, or other expenses? nc

If the surviving spouse hasn’t filed for the spousal allowance yet, can estate money still be used for funeral costs, court costs, or other expenses? – North Carolina Short Answer Yes. In North Carolina, a personal representative (including co-administrators) can usually use estate funds to pay reasonable funeral expenses and the costs of administering the…

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Probate Q&A Series

Can a spouse who initially wanted no involvement later challenge the estate administration or the settlement distribution? nc

Can a spouse who initially wanted no involvement later challenge the estate administration or the settlement distribution? – North Carolina Short Answer Yes—under North Carolina law, a surviving spouse who is an intestate heir can sometimes challenge what happened in an estate administration or how wrongful-death settlement proceeds were distributed, especially if required notice was…

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Probate Q&A Series

What counts as reimbursable “carrying costs” for an estate property sale versus reimbursable estate administration expenses? nc

What counts as reimbursable “carrying costs” for an estate property sale versus reimbursable estate administration expenses? – North Carolina Short Answer In North Carolina, “carrying costs” are usually the ongoing, property-specific bills needed to preserve an estate-owned home until it can be sold (for example, property taxes, insurance, utilities needed to prevent damage, and basic…

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Probate Q&A Series

What can I do if the estate administrator filed paperwork that I believe contains false information about life insurance? nc

What can I do if the estate administrator filed paperwork that I believe contains false information about life insurance? – North Carolina Short Answer In North Carolina, an heir who believes an estate administrator filed inaccurate information about life insurance can ask the Clerk of Superior Court (the probate court) to require a corrected filing…

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