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Can I file one partition case that addresses two separate tracts owned by the same group of heirs, or do they have to be handled separately? – NC

Can I file one partition case that addresses two separate tracts owned by the same group of heirs, or do they have to be handled separately? – North Carolina Short Answer In North Carolina, it is often possible to address more than one tract in a single partition special proceeding when the same co-owners hold…

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Probate Q&A Series ·

Can I object to the executor or administrator’s claimed expenses, and what proof do I need to support my objection? nc

Can I object to the executor or administrator’s claimed expenses, and what proof do I need to support my objection? – North Carolina Short Answer Yes. In North Carolina, an heir or other “interested person” can raise objections when a personal representative (executor or administrator) seeks credit for estate expenses in an annual account or…

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Probate Q&A Series ·

If the will names multiple co-personal representatives, do all of us have to serve, and what happens if only one of us wants to handle it? nc

If the will names multiple co-personal representatives, do all of us have to serve, and what happens if only one of us wants to handle it? – North Carolina Short Answer Not necessarily. In North Carolina, when a will names more than one co-personal representative (co-executor), each named person can usually choose whether to qualify…

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Probate Q&A Series ·

Can a minor child keep some of the deceased parent’s property from creditors, and how does that work? nc

Can a minor child keep some of the deceased parent’s property from creditors, and how does that work? – North Carolina Short Answer Yes—often a minor child can keep a limited amount of the deceased parent’s personal property away from the deceased parent’s creditors in North Carolina by claiming a child’s year’s allowance. The allowance…

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Probate Q&A Series ·

If my deceased relative’s sibling is alive, does that mean the sibling inherits everything instead of counsins? nc

If my deceased relative’s sibling is alive, does that mean the sibling inherits everything instead of counsins? – North Carolina Short Answer Usually, yes—under North Carolina intestate succession, if a person dies without a will and has no surviving spouse, children, or parents, a living sibling is in the next “priority class” and can inherit…

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What happens if an incapacitated adult under a limited guardianship is living unsafely, and the guardian claims they can’t force the person to accept help? nc

What happens if an incapacitated adult under a limited guardianship is living unsafely, and the guardian claims they can’t force the person to accept help? – North Carolina Short Answer In North Carolina, a limited guardianship means the guardian can act only within the powers the Clerk of Superior Court granted in the guardianship order.…

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Probate Q&A Series ·

Do I need to reopen the probate case to receive newly discovered assets, or can a small-estate affidavit be used instead? nc

Do I need to reopen the probate case to receive newly discovered assets, or can a small-estate affidavit be used instead? – North Carolina Short Answer In North Carolina, a “small-estate affidavit” (often called administration by affidavit) is generally a way to avoid opening a full probate estate at the start—not a way to collect…

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Probate Q&A Series ·

Do retirement accounts go to the trust automatically, or do beneficiary designations control who receives them? nc

Do retirement accounts go to the trust automatically, or do beneficiary designations control who receives them? – North Carolina Short Answer In North Carolina, retirement accounts (like IRAs and many employer plans) usually pass to whoever is named on the account’s beneficiary designation, not automatically to a trust or under a will. The trust receives…

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How do I challenge a prior court decision that reduced a full guardianship to a limited guardianship when the person’s condition has gotten worse? NC

How do I challenge a prior court decision that reduced a full guardianship to a limited guardianship when the person’s condition has gotten worse? – North Carolina Short Answer In North Carolina, the practical way to challenge a prior order that narrowed a guardianship is usually to file a motion in the cause in the…

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Attorney Jared Pierce
Attorney Jared Pierce
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