Probate Q&A Series

Understanding Blank Fee Lines on a Probate Disbursement Directive in North Carolina

1. Detailed Answer

In North Carolina probate administration, a disbursement directive tells the clerk of court how to pay estate debts, distribute inheritances, and cover administrative costs. When this form does not list a specific attorney fee amount, it means you have left the fee for later determination. The clerk will not automatically pay an arbitrary amount. Instead, North Carolina law and court procedures guide both your attorney’s compensation and the residual distribution to heirs.

Statutory Fee Guidelines. The clerk may use statutory allowances to calculate fees if no amount appears. Under N.C. Gen. Stat. § 28A-21-2 (link), the personal representative’s commission normally runs 3–5% of the estate’s value. For the attorney’s fee in routine estates, N.C. Gen. Stat. § 28A-25-4 (link) allows up to 5% as a guideline, subject to court review.

Fee Petition and Court Approval. If your attorney’s fee exceeds the statutory guideline or if the estate involves complex issues, your attorney will submit a fee petition to the clerk or judge. The petition lays out hours worked, tasks performed, and comparable rates in your region. Creditors and beneficiaries may object. After a hearing, the court approves a final fee.

Remaining Funds. Once the court or clerk approves fees and pays authorized administrative costs, the remaining balance follows your disbursement directive instructions. If any line items remain blank or unclear, the clerk holds those funds until you file an amended directive or seek a judicial order directing payment.

Key Takeaways: You retain control. Leaving the fee blank means you want court review or negotiation. The probate statutes provide default percentages so estates proceed without delay. If you expect higher legal costs, plan to file a fee petition and notify heirs early to minimize disputes.

2. Quick-Reference List

  • Disbursement Directive: A court form authorizing estate payments.
  • Blank Fee Amount: Signals that fees will follow statutory guidelines or require approval.
  • Statutory References:
    • N.C. Gen. Stat. § 28A-21-2 (Personal representative commission)
    • N.C. Gen. Stat. § 28A-25-4 (Attorney’s fee in probate)
  • Fee Petition: A request to the court for approval of fees above or outside the standard rates.
  • Objecting Beneficiaries: May challenge fee petitions, prompting a hearing.
  • Final Distribution: Clerk pays approved fees first; then sends remaining funds per the directive.
  • Amendment Option: You may file a corrected directive if instructions remain incomplete.

When you leave a fee line blank, you protect the estate from unapproved charges but invite formal review. Proper planning and timely communication with your attorney and beneficiaries can streamline this process. To discuss how a blank fee line affects your probate case in North Carolina, trust the experience at Pierce Law Group. Our attorneys guide you through every step, from drafting directives to obtaining court approval of fees.

Call to Action: Get clear answers and confident representation today. Email us at intake@piercelaw.com or call (919) 341-7055.