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.

Can a personal representative from another state open and manage an ancillary estate and appoint a local registered agent to receive filings? – NC

Can a personal representative from another state open and manage an ancillary estate and appoint a local registered agent to receive filings? – North Carolina Short Answer Under North Carolina law, a personal representative who was appointed in another state may usually open and manage an ancillary estate here to deal with North Carolina real…

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Can the personal representative release funds while waiting on a tax refund check, or must we hold all proceeds until taxes and creditor claims are resolved? – NC

Can the personal representative release funds while waiting on a tax refund check, or must we hold all proceeds until taxes and creditor claims are resolved? – North Carolina Short Answer Under North Carolina probate law, a personal representative does not have to hold every dollar in the estate until the final tax refund arrives…

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Do I need to file an estate income tax return before distributing funds, or is the decedent’s final tax return enough? – NC

Do I need to file an estate income tax return before distributing funds, or is the decedent’s final tax return enough? – North Carolina Short Answer Under North Carolina law, the decedent’s final individual income tax returns are not always enough. If the estate earns more than minimal income or makes distributions during administration, the…

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Is it improper for an appraiser to photograph personal documents during a home appraisal, and how do I file a complaint against the appraiser or listing agent? – NC

Is it improper for an appraiser to photograph personal documents during a home appraisal, and how do I file a complaint against the appraiser or listing agent? – North Carolina Short Answer In North Carolina, an appraiser hired in connection with an estate or sale may photograph parts of the property that affect value or…

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What documents and timeline should we expect to get the property under contract and through closing with the new buyer? – NC

What documents and timeline should we expect to get the property under contract and through closing with the new buyer? – North Carolina Short Answer In North Carolina, a typical residential sale moves from a signed offer to purchase and contract, through a due diligence period with inspections, loan and title work, and then to…

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Can we move forward with the new buyer before the termination paperwork with the prior buyer is fully executed? – NC

Can we move forward with the new buyer before the termination paperwork with the prior buyer is fully executed? – North Carolina Short Answer Under North Carolina law, a seller under a signed purchase contract generally must treat that contract as binding until it is properly terminated in the manner the contract allows. Moving forward…

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What happens if an older deed mentions a life estate—do I need a death certificate or a corrective filing before closing? – NC

What happens if an older deed mentions a life estate—do I need a death certificate or a corrective filing before closing? – North Carolina Short Answer In North Carolina, a life estate generally ends automatically when the life tenant dies, but the death usually must be documented in the land records before a clean title…

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If the home is jointly titled with survivorship rights and my relative holds the larger share, who can legally start an eviction? – NC

If the home is jointly titled with survivorship rights and my relative holds the larger share, who can legally start an eviction? – North Carolina Short Answer Under North Carolina law, each joint owner with a right to survivorship has an equal right to possess the entire home, regardless of who owns the larger share.…

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What steps and timeline are involved to evict a family member when the property owner cannot appear in person, and can an attorney appear instead? – NC

What steps and timeline are involved to evict a family member when the property owner cannot appear in person, and can an attorney appear instead? – North Carolina Short Answer In North Carolina, removing a family member from a home usually requires a summary ejectment (eviction) case, even if the person never signed a formal…

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North Carolina Personal Representative Commissions: Complete Guide to the “Up to 5%” Rule

North Carolina Personal Representative Commissions: Complete Guide to the “Up to 5%” Rule North Carolina Personal Representative Commissions: Complete Guide to the “Up to 5%” Rule Short answer: In North Carolina, a personal representative’s commission is a court-approved payment for administering an estate. The Clerk of Superior Court may award up to 5% of the…

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