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Probate Q&A Series ·

What can I do if a relative handling an estate keeps delaying the process and will not clearly explain what is happening? NC

What can I do if a relative handling an estate keeps delaying the process and will not clearly explain what is happening? – NC Short Answer In North Carolina, an estate representative cannot simply keep an intestate estate open without accounting for what has been collected, paid, and distributed. If the administration is stalled or…

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Probate Q&A Series ·

What happens when an estate includes real property in another jurisdiction that still has not been transferred to the heirs? NC

What happens when an estate includes real property in another jurisdiction that still has not been transferred to the heirs? – NC Short Answer In North Carolina, real property located in another state or jurisdiction usually cannot be fully transferred through the North Carolina estate file alone. The estate representative often must complete an ancillary…

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Probate Q&A Series ·

Can heirs challenge an estate representative who is not being transparent about distributions or estate property? NC

Can heirs challenge an estate representative who is not being transparent about distributions or estate property? – NC Short Answer Yes. In North Carolina, heirs can ask the Clerk of Superior Court to require an estate representative to file missing or complete estate filings, explain the status of estate property, and in serious cases face…

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Probate Q&A Series ·

What happens if the shareholder’s account information is incomplete or I don’t know what companies they held shares in? NC

What happens if the shareholder’s account information is incomplete or I don’t know what companies they held shares in? – NC Short Answer In North Carolina, incomplete shareholder account information usually does not end the estate process, but it does slow down collection and transfer of the asset. The personal representative generally must prove authority…

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Probate Q&A Series ·

What documents do I need to prove I’m the legal representative so I can access a deceased shareholder’s account? NC

What documents do I need to prove I’m the legal representative so I can access a deceased shareholder’s account? – NC Short Answer In North Carolina, the main document that proves authority to act for a deceased shareholder’s estate is a certified copy of the personal representative’s Letters Testamentary or Letters of Administration. A transfer…

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If my parent died without a will and co-owned a house with someone else, do the children inherit the parent’s share of the home? NC

If my parent died without a will and co-owned a house with someone else, do the children inherit the parent’s share of the home? – NC Short Answer Usually, yes—but only if the parent owned a share that did not include a right of survivorship. In North Carolina, a deceased owner’s nonsurvivorship interest in real…

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Probate Q&A Series ·

What happens if I keep paying property bills and expenses while probate is pending—can I be reimbursed from the estate later? NC

What happens if I keep paying property bills and expenses while probate is pending—can I be reimbursed from the estate later? – NC Short Answer Usually, yes. Under North Carolina law, a person who pays reasonable, necessary expenses to preserve estate property while probate is pending may be able to seek reimbursement later, but payment…

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