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Probate Q&A Series

How do I get access to a deceased parent’s stored belongings and resolve disputes over personal property that may not be part of the probate inventory? NC

How do I get access to a deceased parent’s stored belongings and resolve disputes over personal property that may not be part of the probate inventory? – North Carolina Short Answer In North Carolina, the person with legal authority to take control of a deceased parent’s belongings is usually the court-appointed personal representative (the executor…

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Probate Q&A Series

Can out-of-state heirs sign a disclaimer or transfer documents remotely so they don’t have to travel? NC

Can out-of-state heirs sign a disclaimer or transfer documents remotely so they don’t have to travel? – North Carolina Short Answer Yes, in many North Carolina probate situations, out-of-state heirs can sign disclaimers and related transfer documents without traveling to North Carolina. A disclaimer of an inheritance generally must be in writing and properly filed…

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Probate Q&A Series

Can we recover funds if a relative emptied bank accounts by being added as a joint owner or coosigner, and how do we document that for the estate? – NC

Can we recover funds if a relative emptied bank accounts by being added as a joint owner or coosigner, and how do we document that for the estate? – North Carolina Short Answer Sometimes, yes. In North Carolina, whether an estate can recover money from a joint bank account usually turns on whether the account…

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Probate Q&A Series

Can an order from a year’s allowance hearing be used to update the death certificate and unlock spousal benefits? NC

Can an order from a year’s allowance hearing be used to update the death certificate and unlock spousal benefits? – North Carolina Short Answer In North Carolina, an order entered in a year’s allowance proceeding can help prove that a person is the decedent’s surviving spouse for estate purposes, but it does not automatically change…

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Probate Q&A Series

If an heir is in bankruptcy, will their inheritance be paid to the bankruptcy trustee, and can any remaining funds come to the heir afterward? NC

If an heir is in bankruptcy, will their inheritance be paid to the bankruptcy trustee, and can any remaining funds come to the heir afterward? – North Carolina Short Answer Often, yes. In North Carolina estate administration, if an heir is a bankruptcy debtor, the personal representative may need to pay that heir’s distributive share…

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