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Probate Q&A Series ·

Does the personal representative also need to sign a receipt or release if they are an heir but no heir distributions were made? NC

Does the personal representative also need to sign a receipt or release if they are an heir but no heir distributions were made? – North Carolina Short Answer Usually, a receipt or release is used to document that a beneficiary actually received a distribution and (in many cases) agreed to release the personal representative from…

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Guardianship Q&A Series ·

What’s the difference between guardianship over finances, guardianship over personal decisions, and general guardianship, and which one fits my situation? NC

What’s the difference between guardianship over finances, guardianship over personal decisions, and general guardianship, and which one fits my situation? – North Carolina Short Answer In North Carolina, a guardian of the estate handles money and property, a guardian of the person handles personal and care decisions, and a general guardian does both. The right…

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Probate Q&A Series ·

Can the estate dispute or negotiate a credit-card debt if the statements don’t match what’s being claimed? NC

Can the estate dispute or negotiate a credit-card debt if the statements don’t match what’s being claimed? – North Carolina Short Answer Yes. In North Carolina, a personal representative can require a creditor to properly present and support a claim, ask for itemized account records, and then allow, compromise, or reject the claim if the…

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Probate Q&A Series ·

Can someone living in a trust-owned house use the trust checking account to pay bills without the other beneficiaries’ approval? NC

Can someone living in a trust-owned house use the trust checking account to pay bills without the other beneficiaries’ approval? – North Carolina Short Answer Usually not—unless that person is the trustee (or an authorized co-trustee/agent) and the trust terms allow the payment. In North Carolina, the trustee controls the trust checking account and must…

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Probate Q&A Series ·

Can family members make decisions about the land before an executor or administrator is officially appointed? NC

Can family members make decisions about the land before an executor or administrator is officially appointed? – North Carolina Short Answer Usually, no. In North Carolina, family members generally do not have legal authority to sell, mortgage, lease long-term, or otherwise make binding decisions about a deceased person’s land until the Clerk of Superior Court…

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Probate Q&A Series ·

If a refund check owed to the estate was cashed fraudulently, how can the estate recover the money while an investigation is pending? NC

If a refund check owed to the estate was cashed fraudulently, how can the estate recover the money while an investigation is pending? – North Carolina Short Answer In North Carolina, an estate can often pursue recovery of a fraudulently cashed refund check by promptly making a written claim with the bank(s) involved and the…

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Probate Q&A Series ·

What documents does the lender usually require to release a deceased borrower’s loan records to the estate representative? NC

What documents does the lender usually require to release a deceased borrower’s loan records to the estate representative? – North Carolina Short Answer In North Carolina, a lender usually releases a deceased borrower’s loan records after receiving proof of death and proof that the requester has legal authority to act for the estate. In most…

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Probate Q&A Series ·

How do I get itemized credit-card statements for a deceased person’s account to verify what the estate actually owes? NC

How do I get itemized credit-card statements for a deceased person’s account to verify what the estate actually owes? – North Carolina Short Answer In North Carolina, the cleanest way to obtain itemized credit-card statements for a deceased person is for the estate’s personal representative (executor/administrator) to request them directly from the card issuer or…

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Probate Q&A Series ·

What happens to a car with an auto loan after the borrower dies if the vehicle has already been voluntarily surrendered or repossessed? NC

What happens to a car with an auto loan after the borrower dies if the vehicle has already been voluntarily surrendered or repossessed? – North Carolina Short Answer In North Carolina, if the vehicle was already voluntarily surrendered or repossessed before (or around) the borrower’s death, the car is usually no longer an estate asset…

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Attorney Jared Pierce
Attorney Jared Pierce
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