Probate Q&A Series

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Probate Q&A Series ·

Can I challenge an estate filing where another person already claimed a spouse allowance and is taking control of the property? NC

Can I challenge an estate filing where another person already claimed a spouse allowance and is taking control of the property? – NC Short Answer Yes. In North Carolina, a person with standing can challenge a claimed surviving spouse’s year’s allowance and related estate filings if another person may not actually be the legal surviving…

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Probate Q&A Series ·

What happens if a parent had a will, but most of the assets were already jointly owned or had named beneficiaries? NC

What happens if a parent had a will, but most of the assets were already jointly owned or had named beneficiaries? – NC Short Answer In North Carolina, a will controls only probate assets. Property that passes by survivorship title, joint ownership with survivorship rights, or a valid beneficiary designation usually goes directly to the…

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Probate Q&A Series ·

If a mortgage lender says the loan account was closed after the homeowner died, how do I confirm whether it was paid off, forgiven, or transferred? – NC

If a mortgage lender says the loan account was closed after the homeowner died, how do I confirm whether it was paid off, forgiven, or transferred? – NC Short Answer In North Carolina, a “closed” mortgage account does not by itself prove the debt was paid off or forgiven. A personal representative usually confirms the…

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Probate Q&A Series ·

Can conserved benefit funds held by a representative payee be transferred directly into an estate account? NC

Can conserved benefit funds held by a representative payee be transferred directly into an estate account? – NC Short Answer Usually yes, if the benefit recipient has died and a North Carolina estate has been opened. In North Carolina, the person authorized to receive estate assets is the duly appointed personal representative, and third parties…

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Probate Q&A Series ·

Will applying for survivor benefits for myself and my children affect the probate case or wrongful death matter? – NC

Will applying for survivor benefits for myself and my children affect the probate case or wrongful death matter? – NC Short Answer Usually no. In North Carolina, applying for survivor benefits for a surviving spouse or children is generally separate from the probate estate and separate from a wrongful death claim, although the same death…

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Probate Q&A Series ·

If the will was signed in another state and the person lived there most of the time, where do I start probate when the only real estate is in a different state? NC

If the will was signed in another state and the person lived there most of the time, where do I start probate when the only real estate is in a different state? – NC Short Answer In North Carolina, probate usually starts first in the state where the deceased was domiciled, meaning the state treated…

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Probate Q&A Series ·

How can an estate verify whether a claimed remaining vehicle loan balance is accurate after repossession and sale? – NC

How can an estate verify whether a claimed remaining vehicle loan balance is accurate after repossession and sale? – NC Short Answer In North Carolina, an estate can verify a claimed remaining vehicle loan balance by demanding a written payoff and post-sale accounting from the lender, then comparing that statement to the loan records, sale…

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Attorney Jared Pierce
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