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Guardianship Q&A Series ·

Can I move to another state to be closer to family while I’m under guardianship, and what approvals are needed? NC

Can I move to another state to be closer to family while I’m under guardianship, and what approvals are needed? – North Carolina Short Answer In North Carolina, a move to another state while a guardianship is in place usually requires court involvement, because the Clerk of Superior Court keeps ongoing authority over the guardianship.…

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Probate Q&A Series ·

If we’ve been paying the mortgage and utilities to keep an inherited house from going into default, how do we make sure we’re reimbursed or credited when the property is sold or bought out? NC

If we’ve been paying the mortgage and utilities to keep an inherited house from going into default, how do we make sure we’re reimbursed or credited when the property is sold or bought out? – North Carolina Short Answer In North Carolina, the cleanest way to protect reimbursement is to treat mortgage and utility payments…

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Probate Q&A Series ·

How do we file an estate inventory and notice-to-creditors paperwork if we live out of state and can’t go to the courthouse? NC

How do we file an estate inventory and notice-to-creditors paperwork if we live out of state and can’t go to the courthouse? – North Carolina Short Answer In North Carolina, most estate inventory and notice-to-creditors filings can be handled without an in-person courthouse visit by using mail, a local courier, or (in many counties and…

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Real Estate Q&A Series ·

If I sign a deed giving my share of the inherited property to my sibling, does that automatically remove me from any mortgage responsibility? NC

If I sign a deed giving my share of the inherited property to my sibling, does that automatically remove me from any mortgage responsibility? – North Carolina Short Answer No. In North Carolina, signing a deed can transfer ownership of inherited real estate, but it usually does not remove a person from responsibility on the…

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Real Estate Q&A Series ·

Can we still do a disclaimer of inheritance if the deadline has passed or the estate has already been handled, or do we have to treat it as a gift transfer? NC

Can we still do a disclaimer of inheritance if the deadline has passed or the estate has already been handled, or do we have to treat it as a gift transfer? – North Carolina Short Answer In North Carolina, a beneficiary can still sign and file a renunciation (often called a “disclaimer”), but missing the…

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Guardianship Q&A Series ·

What can I do now to be able to manage my relative’s affairs and access information from the facility while they are still alive? NC

What can I do now to be able to manage my relative’s affairs and access information from the facility while they are still alive? – North Carolina Short Answer In North Carolina, the fastest way to manage a living relative’s affairs and get information from a care facility is usually to have the relative sign…

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Surplus Funds Q&A Series ·

Can the estate’s personal representative be held responsible if the properties went into foreclosure and there were funds available to pay the bills? NC

Can the estate’s personal representative be held responsible if the properties went into foreclosure and there were funds available to pay the bills? – North Carolina Short Answer Yes, potentially. In North Carolina, a personal representative is a fiduciary and can be held financially responsible to the estate (and sometimes personally liable) if a loss…

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Probate Q&A Series ·

If the will says to sell everything and split the proceeds, do we still have to sell sentimental furniture and household items, or can heirs keep items by buying them out? NC

If the will says to sell everything and split the proceeds, do we still have to sell sentimental furniture and household items, or can heirs keep items by buying them out? – North Carolina Short Answer Not always. In North Carolina, an executor (personal representative) generally has authority to sell estate personal property, but a…

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Probate Q&A Series ·

What personal liability risk do I have as the estate’s representative if I sell property or pay bills before all creditor claims are known? NC

What personal liability risk do I have as the estate’s representative if I sell property or pay bills before all creditor claims are known? – North Carolina Short Answer In North Carolina, a personal representative can face personal liability if estate money or sale proceeds are paid out in the wrong order or too early,…

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If the property was already sold and the co-owners received proceeds, how does that affect what they can claim I still owe? NC

If the property was already sold and the co-owners received proceeds, how does that affect what they can claim I still owe? – North Carolina Short Answer In North Carolina, a prior sale and distribution of proceeds does not automatically erase claims between co-owners, but it can change what is still recoverable and how it…

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Probate Q&A Series ·

Can I hold a personal representative personally responsible for mishandling or failing to list estate property? NC

Can I hold a personal representative personally responsible for mishandling or failing to list estate property? – North Carolina Short Answer Yes. In North Carolina, a personal representative is a fiduciary and can be held personally responsible if a breach of duty causes loss to the estate—such as failing to safeguard property, failing to act…

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Can the other co-owners make me pay for property maintenance and upkeep if they don’t have receipts or proof of payment? NC

Can the other co-owners make me pay for property maintenance and upkeep if they don’t have receipts or proof of payment? – North Carolina Short Answer In North Carolina, co-owners generally cannot force another co-owner to reimburse “maintenance and upkeep” in a partition case without showing what was actually paid and that the expense qualifies…

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Probate Q&A Series ·

Can a co-beneficiary who is also the executor sell an inherited house without the other beneficiary’s permission? NC

Can a co-beneficiary who is also the executor sell an inherited house without the other beneficiary’s permission? – North Carolina Short Answer Usually, no. In North Carolina, when a will leaves a house to two beneficiaries, both beneficiaries typically have an ownership interest, and one co-beneficiary cannot sell the whole property without the other co-owner…

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Probate Q&A Series ·

Do I need the sealed estate letters before I can access or manage the deceased person’s accounts and property? NC

Do I need the sealed estate letters before I can access or manage the deceased person’s accounts and property? – North Carolina Short Answer In North Carolina, most banks, brokerages, and other institutions will not let anyone access, move, or close a deceased person’s accounts until the court appoints a personal representative and issues Letters…

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Attorney Jared Pierce
Attorney Jared Pierce
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