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Probate Q&A Series ·

What counts as part of a life estate in a home versus personal property, especially for things like appliances, built-in ovens, HVAC systems, and lighting fixtures? nc

What counts as part of a life estate in a home versus personal property, especially for things like appliances, built-in ovens, HVAC systems, and lighting fixtures? – North Carolina Short Answer In North Carolina, a life estate in a home generally covers the real property and the items that are treated as part of the…

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Probate Q&A Series ·

How do I get bank statements and account information for a deceased parent when the paperwork was shredded or missing? nc

How do I get bank statements and account information for a deceased parent when the paperwork was shredded or missing? – North Carolina Short Answer In North Carolina, banks and other financial institutions usually will not release a deceased parent’s account statements or balances until someone has legal authority to act for the estate. That…

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Probate Q&A Series ·

How do I set up an estate bank account and deposit recovered funds like unclaimed property or life insurance proceeds while the estate is still open? nc

How do I set up an estate bank account and deposit recovered funds like unclaimed property or life insurance proceeds while the estate is still open? – North Carolina Short Answer In North Carolina, a personal representative (executor/administrator) typically opens an estate checking account soon after qualification, using the estate’s own taxpayer identification number (EIN)…

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Probate Q&A Series ·

How do I confirm the correct address is listed on the probate application before it’s filed or processed? nc

How do I confirm the correct address is listed on the probate application before it’s filed or processed? – North Carolina Short Answer In North Carolina, the “address” on a probate application usually matters most because it supports the decedent’s domicile, which determines the county (venue) where the estate should be opened with the Clerk…

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Probate Q&A Series ·

What can beneficiaries do if the executor doesn’t list potentially valuable personal property on the inventory and says they can’t find it? nc

What can beneficiaries do if the executor doesn’t list potentially valuable personal property on the inventory and says they can’t find it? – North Carolina Short Answer In North Carolina, beneficiaries can ask the Clerk of Superior Court (the probate court) to require the executor (personal representative) to file a complete, corrected inventory and later…

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Probate Q&A Series ·

How do I handle reimbursement for expenses I paid after the death when I already filed a claim against the estate and the trustee wants to negotiate it? nc

How do I handle reimbursement for expenses I paid after the death when I already filed a claim against the estate and the trustee wants to negotiate it? – North Carolina Short Answer In North Carolina, reimbursement for expenses paid after a death is usually handled as a creditor claim against the decedent’s probate estate,…

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Probate Q&A Series ·

Can a beneficiary object to the personal representative’s commission, and what does the court consider when deciding whether to reduce it? nc

Can a beneficiary object to the personal representative’s commission, and what does the court consider when deciding whether to reduce it? – North Carolina Short Answer Yes. In North Carolina, a beneficiary (as an “interested person”) can object to a personal representative’s requested commission, and the Clerk of Superior Court decides what commission is reasonable…

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Probate Q&A Series ·

Does it matter for an insurance claim whether the person who died lived with someone who had car insurance, even if that person didn’t drive? nc

Does it matter for an insurance claim whether the person who died lived with someone who had car insurance, even if that person didn’t drive? – North Carolina Short Answer Yes, it can matter under North Carolina law. Many auto policies extend certain coverages (especially uninsured/underinsured motorist coverage) to the named insured’s spouse and relatives…

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Probate Q&A Series ·

If the life tenant replaces major items during the life estate (like a refrigerator or other appliances), do those replacement items stay with the house for the remaindermen later? nc

If the life tenant replaces major items during the life estate (like a refrigerator or other appliances), do those replacement items stay with the house for the remaindermen later? – North Carolina Short Answer Usually, replacement appliances a life tenant buys (like a refrigerator) are the life tenant’s personal property and do not automatically “stay…

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