Should I open Florida probate or North Carolina probate for my nonresident father’s assets?
Detailed Answer
If your father owned assets in more than one state, you will likely need to open probate in each state where he held property. The main administration happens where your father was legally domiciled at death. All other states require an ancillary probate for assets located there.
Decedent’s Domicile: North Carolina law defines domicile as the place where a person has their true, fixed, and permanent home and to which they intend to return. See N.C. Gen. Stat. § 28A-1-2. If your father was domiciled in Florida, you must open primary probate in Florida. If he was domiciled in North Carolina, you must file here first.
Ancillary Probate: North Carolina requires ancillary administration for out-of-state decedents with real or tangible personal property here. See N.C. Gen. Stat. § 28A-2-2. Similarly, Florida law addresses ancillary proceedings for property there. Ancillary probate lets the local court distribute specific assets under local rules and pay state taxes or fees.
Small Estate and Summary Procedures: Both states offer simplified processes when the estate has limited value. In North Carolina, you may qualify for summary collection of personal property under N.C. Gen. Stat. § 28A-18-2 if the personal property value does not exceed $20,000 and there is no real estate. Florida offers a “Disposition of Personal Property Without Administration” procedure if the estate’s non-real property assets total $75,000 or less.
Costs and Timing: You must pay filing fees and possibly post bonds in each state. Florida probate costs vary by county but often include a filing fee of several hundred dollars plus publication costs. In North Carolina, fees depend on estate size and type of proceeding. Plan for each jurisdiction’s timeline and budget.
Key Steps for Managing Probate in Multiple States
- Confirm your father’s domicile at death.
- Compile a list of all assets and their locations.
- Review each state’s small estate or summary probate thresholds.
- File the primary probate in the decedent’s domiciliary state.
- Open ancillary probate in states where out-of-state assets sit.
- Serve required notices to creditors in each jurisdiction.
- Gather correct forms and calculate filing fees for each court.
- Coordinate timelines: ancillary probates may follow or run alongside the primary administration.
Handling an estate with property in Florida and North Carolina can feel complex. Our attorneys at Pierce Law Group guide families through each step. Contact us at intake@piercelaw.com or call us at (919) 341-7055 to discuss your case and streamline the probate process.
