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Probate Q&A Series ·

Can the personal representative contact Medicare directly to find out what portion of a medical bill was paid? – NC

Can the personal representative contact Medicare directly to find out what portion of a medical bill was paid? – NC Short Answer Yes. In North Carolina, a personal representative generally may contact Medicare or the medical provider to confirm whether Medicare paid part of a decedent’s bill, whether a balance remains, and whether the creditor…

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Can a beneficiary recover losses if a trustee refused distributions for needed home repairs or basic living expenses? – NC

Can a beneficiary recover losses if a trustee refused distributions for needed home repairs or basic living expenses? – NC Short Answer Yes, in North Carolina, a beneficiary may be able to recover losses if a trustee wrongly refused distributions that the trust required or that a reasonable trustee should have approved under the trust’s…

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What happens if the other co-owner claims reimbursement for expenses but cannot clearly show the payments were for this property? – NC

What happens if the other co-owner claims reimbursement for expenses but cannot clearly show the payments were for this property? – NC Short Answer In a North Carolina partition case, a co-owner asking for reimbursement usually must show that the claimed payments were actually made and were tied to the property at issue. If the…

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Attorney Jared Pierce
Attorney Jared Pierce
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