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Probate Q&A Series

Under North Carolina law, how are lapsed gifts handled when a will’s sole beneficiary predeceases the testator without an alternate?

Under North Carolina Law, How Are Lapsed Gifts Handled When a Will’s Sole Beneficiary Predeceases the Testator Without an Alternate? Detailed Answer 1. What Is a Lapsed Gift? A gift in a will “lapses” when the person named to receive it (the beneficiary) dies before the testator. In that situation, the gift fails and the…

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Probate Q&A Series

How can I change the personal representative or attorney handling a long-pending probate estate in North Carolina?

How can I change the personal representative or attorney handling a long-pending probate estate in North Carolina? 1. Detailed Answer Understanding Your Options Under North Carolina Law When a probate estate drags on, interested persons—such as beneficiaries or creditors—can ask the clerk of superior court to remove a personal representative. They can also seek relief…

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Probate Q&A Series

What evidence should a spouse gather to prove no abandonment and protect spousal allowance under North Carolina probate law?

What Evidence Should a Spouse Gather to Prove No Abandonment and Protect Spousal Allowance under North Carolina Probate Law? Detailed Answer Under North Carolina law, a surviving spouse may receive a statutory allowance for support during probate. North Carolina General Statutes §30-15.2(d) provides that the spouse is disqualified if the spouse willfully abandoned the decedent…

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Probate Q&A Series

What remedies do beneficiaries have in North Carolina if an estate administrator mismanages assets or ignores statutory duties?

What remedies do beneficiaries have in North Carolina if an estate administrator mismanages assets or ignores statutory duties? Detailed Answer When an estate administrator mismanages assets or ignores duties, beneficiaries have several legal tools under North Carolina law to protect their interests. First, beneficiaries can demand that the administrator render a full accounting of all…

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Probate Q&A Series

How do North Carolina’s year’s allowance and elective share protect a surviving spouse when the will leaves specific assets?

How do North Carolina’s year’s allowance and elective share protect a surviving spouse when the will leaves specific assets? Detailed Answer What Is the Year’s Allowance? North Carolina law grants a surviving spouse a “year’s allowance” from the decedent’s personal property. Under N.C. Gen. Stat. § 30-15, the court sets aside a sum—currently up to…

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