Probate Q&A Series

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Probate Q&A Series ·

Will managing the estate from abroad affect my personal taxes or the estate’s taxes, and how should I document everything for the court? nc

Will managing the estate from abroad affect my personal taxes or the estate’s taxes, and how should I document everything for the court? – North Carolina Short Answer Managing a North Carolina estate from abroad usually does not change the estate’s basic tax filing duties, and it does not automatically make the executor personally responsible…

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Probate Q&A Series ·

What can I do if the executor won’t communicate and I think estate money was moved to accounts that aren’t listed? nc

What can I do if the executor won’t communicate and I think estate money was moved to accounts that aren’t listed? – North Carolina Short Answer In North Carolina, an executor (personal representative) has a fiduciary duty to gather estate assets, pay valid debts (including taxes), and account to the court. If the executor stops…

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Probate Q&A Series ·

If probate hasn’t been started yet, what do I need to file to get appointed as the personal representative? nc

If probate hasn’t been started yet, what do I need to file to get appointed as the personal representative? – North Carolina Short Answer In North Carolina, a person is not formally appointed as the personal representative (executor/administrator) until the Clerk of Superior Court approves an application, the person takes the required oath, and any…

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Probate Q&A Series ·

What happens if family members disagree about what to do with a loved one’s ashes when the person’s wishes were communicated informally? nc

What happens if family members disagree about what to do with a loved one’s ashes when the person’s wishes were communicated informally? – North Carolina Short Answer In North Carolina, informal wishes (like verbal statements or texts that do not meet the legal requirements) may not control who decides what happens to cremated remains. When…

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Probate Q&A Series ·

If an heir says they don’t want their share of the estate, can they waive it—and does it go to their children instead of the other siblings? nc

If an heir says they don’t want their share of the estate, can they waive it—and does it go to their children instead of the other siblings? – North Carolina Short Answer Yes. In North Carolina, an heir or beneficiary can refuse (renounce/disclaim) all or part of an inheritance by signing and filing a written…

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Probate Q&A Series ·

How can I access my adult child’s bank accounts and 401k through probate when some accounts have no beneficiary? nc

How can I access my adult child’s bank accounts and 401k through probate when some accounts have no beneficiary? – North Carolina Short Answer In North Carolina, accounts with no valid beneficiary designation generally become part of the probate estate, and the person appointed by the Clerk of Superior Court as the personal representative can…

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Probate Q&A Series ·

Can an executor be required to explain what happened to retirement accounts or other financial accounts that had no updated beneficiary listed? nc

Can an executor be required to explain what happened to retirement accounts or other financial accounts that had no updated beneficiary listed? – North Carolina Short Answer Yes. In North Carolina, an executor (personal representative) can be required to file a full inventory and accounting with the Clerk of Superior Court, and an interested person…

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Probate Q&A Series ·

Can a court treat me like an adopted child for inheritance when my caregiver raised me but adoption never finalized? nc

Can a court treat me like an adopted child for inheritance when my caregiver raised me but adoption never finalized? – North Carolina Short Answer Sometimes, but not automatically. In North Carolina, an intestate estate (no will) normally passes only to legal heirs, including legally adopted children under the intestate succession statutes. If a formal…

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Probate Q&A Series ·

How do I get court permission to sell a deceased relative’s house in probate to pay a Medicaid estate-recovery claim? nc

How do I get court permission to sell a deceased relative’s house in probate to pay a Medicaid estate-recovery claim? – North Carolina Short Answer In North Carolina, a personal representative usually gets court permission to sell a decedent’s house by filing a special proceeding with the Clerk of Superior Court in the county where…

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Probate Q&A Series ·

Can a foreclosure be challenged or delayed if the lender didn’t properly notify the estate representative or follow the required process? nc

Can a foreclosure be challenged or delayed if the lender didn’t properly notify the estate representative or follow the required process? – North Carolina Short Answer Yes. In North Carolina, most residential foreclosures use a “power of sale” process that requires a filed notice of hearing and proper service on the parties entitled to notice,…

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Probate Q&A Series ·

How should a settlement agreement for selling an inherited property address repairs, cleanup, and who pays the carrying costs while we get the home ready? nc

How should a settlement agreement for selling an inherited property address repairs, cleanup, and who pays the carrying costs while we get the home ready? – North Carolina Short Answer In North Carolina, a settlement agreement to sell an inherited home during a pending partition case should clearly allocate (1) who controls the work (repairs,…

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Attorney Jared Pierce
Attorney Jared Pierce
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