News and Articles

Explore our informative articles, insights, and updates focused on North Carolina Estate Administration, Estate Planning, Partition Actions, and Surplus Fund cases. Our goal is to make these complex topics accessible, offering you guidance and understanding at each step of the legal process. Whether you’re looking to navigate probate administration, protect your assets through careful planning, understand partition actions, or resolve issues with surplus funds, our articles are designed to empower you with practical advice, legal insights, and actionable steps. Stay informed and feel confident as you make decisions about your estate and legal matters.

As a co-trustee or co-executor, am I personally responsible for acting as the landlord for inherited rental properties? nc

As a co-trustee or co-executor, am I personally responsible for acting as the landlord for inherited rental properties? – North Carolina Short Answer Usually not in a personal, individual-capacity sense. In North Carolina, a co-executor (personal representative) or co-trustee may need to make sure the rental properties are managed, rent is collected, and the properties…

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Can a co-heir who has been living on the inherited property and paying the taxes claim the whole property through adverse possession? nc

Can a co-heir who has been living on the inherited property and paying the taxes claim the whole property through adverse possession? – North Carolina Short Answer Sometimes, but not just because a co-heir lived there and paid the taxes. In North Carolina, heirs typically own inherited real estate together as cotenants, and one cotenant’s…

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How can I get reimbursed from the estate for expenses I paid after my spouse died, like insurance and other property-related costs? nc

How can I get reimbursed from the estate for expenses I paid after my spouse died, like insurance and other property-related costs? – North Carolina Short Answer In North Carolina, reimbursement usually happens by treating the out-of-pocket payments as either (1) an estate expense that the personal representative can repay during administration, or (2) a…

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How do I file my spouse’s final tax return and deal with tax debt when we were filing separately and the tax issue may be tied to my spouse’s income reporting? nc

How do I file my spouse’s final tax return and deal with tax debt when we were filing separately and the tax issue may be tied to my spouse’s income reporting? – North Carolina Short Answer In North Carolina, the estate’s personal representative (administrator) generally handles the deceased spouse’s final income tax filings and addresses…

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Can the inheritance from my spouse’s relative be paid directly to the children instead of going through my spouse’s estate? nc

Can the inheritance from my spouse’s relative be paid directly to the children instead of going through my spouse’s estate? – North Carolina Short Answer Usually not. In North Carolina, if the inheritance is left to the deceased spouse (by will, intestacy, or a beneficiary designation), it generally becomes part of the deceased spouse’s property…

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How do I handle a car that was repossessed after my spouse died—do I still need to list it in the estate or deal with any remaining balance? nc

How do I handle a car that was repossessed after my spouse died—do I still need to list it in the estate or deal with any remaining balance? – North Carolina Short Answer In North Carolina estate administration, a repossessed car is usually treated as estate property only up to the estate’s remaining interest in…

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How can I get access to my relative’s Medicaid or benefits information once guardianship is approved? nc

How can I get access to my relative’s Medicaid or benefits information once guardianship is approved? – North Carolina Short Answer In North Carolina, once a clerk of superior court appoints a guardian and issues “Letters of Guardianship,” the guardian generally uses those Letters (often a certified copy) to prove legal authority to speak with…

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