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Probate Q&A Series ·

How do I properly submit multi-year accountings when the official forms don’t have enough space for all entries? nc

How do I properly submit multi-year accountings when the official forms don’t have enough space for all entries? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court can require an estate or fiduciary accounting to be presented in a format the clerk can review and audit, including standardized AOC accounting forms.…

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Surplus Funds Q&A Series ·

Who has to be notified or included in the petition if my parent was married at death and there are other names on the foreclosure paperwork? nc

Who has to be notified or included in the petition if my parent was married at death and there are other names on the foreclosure paperwork? – North Carolina Short Answer In North Carolina, a petition to determine who gets foreclosure surplus funds is filed as a special proceeding before the Clerk of Superior Court.…

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Probate Q&A Series ·

Do I need to authorize payment from the decedent’s bank account to cover costs related to selling an estate vehicle? nc

Do I need to authorize payment from the decedent’s bank account to cover costs related to selling an estate vehicle? – North Carolina Short Answer In North Carolina, payment of estate expenses tied to selling a decedent’s vehicle (like title fees, lien payoffs, towing, or necessary repairs) generally should be authorized and paid by the…

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Probate Q&A Series ·

How can I access money that’s tied up with a company that handled the deceased person’s finances or payments? nc

How can I access money that’s tied up with a company that handled the deceased person’s finances or payments? – North Carolina Short Answer In North Carolina, most companies will not release a deceased person’s money or detailed account information until someone has legal authority to act for the estate. That authority usually comes from…

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Probate Q&A Series ·

What happens if an estate account can’t be closed because there’s a small remaining balance left in the account? NC

What happens if an estate account can’t be closed because there’s a small remaining balance left in the account? – North Carolina Short Answer In North Carolina, an estate usually cannot be fully closed until the personal representative has accounted for and distributed the remaining cash so the estate account can reach a true “zero…

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What happens if the other co-owner claims there’s property damage like a burst pipe, but I don’t think it’s true or they haven’t shown proof? nc

What happens if the other co-owner claims there’s property damage like a burst pipe, but I don’t think it’s true or they haven’t shown proof? – North Carolina Short Answer In North Carolina, a co-owner’s claim of property damage does not automatically reduce another co-owner’s share or create a right to reimbursement. If the claim…

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Probate Q&A Series ·

If the deceased person owned a vehicle or other property, can those assets be used to satisfy my judgment? nc

If the deceased person owned a vehicle or other property, can those assets be used to satisfy my judgment? – North Carolina Short Answer Sometimes. In North Carolina, a judgment creditor generally gets paid from assets that are part of the deceased person’s probate estate, after higher-priority expenses and family allowances are handled. A vehicle,…

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Family Law Q&A Series ·

If my minor sibling is being yelled at and occasionally slapped, what legal options do I have to help without calling child protective services? nc

If my minor sibling is being yelled at and occasionally slapped, what legal options do I have to help without calling child protective services? – North Carolina Short Answer In North Carolina, an adult sibling can sometimes help through court-based options like a domestic violence protective order (50B) that includes temporary child custody terms, or…

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Guardianship Q&A Series ·

If my spouse is declared incompetent, how does the court decide who becomes the guardian when other relatives are trying to take over? nc

If my spouse is declared incompetent, how does the court decide who becomes the guardian when other relatives are trying to take over? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court appoints a guardian based on the ward’s best interest, even when family members disagree. The clerk considers any valid…

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Probate Q&A Series ·

How can I prove whether a deceased person’s bank account was joint or individual if the bank can’t produce the signature card? NC

How can I prove whether a deceased person’s bank account was joint or individual if the bank can’t produce the signature card? – North Carolina Short Answer In North Carolina, the cleanest proof of a joint account with survivorship is the written account agreement (often the signature card) signed by all account owners. If the…

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