How is probate managed in North Carolina when a decedent holds property in another state?

Detailed Answer

When someone dies owning property in North Carolina and in another state, you handle probate in both places. North Carolina opens a primary estate administration for assets located here. You follow Chapter 28A of the North Carolina General Statutes.

For property outside North Carolina, you must open an ancillary administration in the state where that property sits. Under N.C. Gen. Stat. § 28A-9-1, a personal representative may serve in the other state as an ancillary administrator.

The main steps are:

• Request certified copies of the North Carolina letters testamentary or letters of administration.
• File those copies in the other state’s probate court to open ancillary proceedings.
• Meet the local probate requirements, such as notice to heirs and creditors, and estate accounting.
• Distribute out-of-state assets according to the decedent’s will or state law.

You typically coordinate filings and reports in both jurisdictions. The ancillary estate pays its own fees and costs. At the end, you close both estates. This process ensures the assets pass correctly to the heirs or beneficiaries.

Key Steps for Handling Out-of-State Property

• Identify the decedent’s domicile and review the will or trust.
• List all assets in North Carolina and in the other state.
• File a primary administration here under Chapter 28A.
• Use certified letters from North Carolina to start ancillary administration elsewhere.
• Provide all required notices in both states.
• Create separate inventories for each jurisdiction.
• Seek court approval for asset distribution in both estates.
• Close both probate actions once distributions complete.

Handling multiple probate proceedings can be complex. You want to avoid delays and extra costs. A clear plan and proper court filings minimize headaches. You will also reduce the risk of double taxation on the same property.

Contact Pierce Law Group

Multistate probate can overwhelm families. The probate team at Pierce Law Group guides you through each step. Call us at (919) 341-7055 or email intake@piercelaw.com to schedule a consultation. We handle primary and ancillary administration so you can focus on what matters most.