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Surplus Funds Q&A Series ·

Can we still move forward if another attorney for an interested party files their own surplus-funds petition first? – NC

Can we still move forward if another attorney for an interested party files their own surplus-funds petition first? – NC Short Answer Yes. In North Carolina, one interested party filing a surplus-funds petition first does not automatically block another claimant from moving forward. The key issue is whether all known claimants are properly brought into…

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Probate Q&A Series ·

Do I have to travel to the state where the property is located to sign ancillary probate paperwork, or can it be handled remotely? – NC

Do I have to travel to the state where the property is located to sign ancillary probate paperwork, or can it be handled remotely? – NC Short Answer Usually, no. In many ancillary probate matters involving North Carolina law, the needed paperwork can often be signed remotely if the receiving court, clerk, title attorney, and…

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Probate Q&A Series ·

What documents do I need to show that I am authorized to request Social Security information for a deceased person’s estate? – NC

What documents do I need to show that I am authorized to request Social Security information for a deceased person’s estate? – NC Short Answer In North Carolina, the agency usually wants proof that the requester is the estate’s legally authorized representative before it will release Social Security information about a deceased person. In most…

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Probate Q&A Series ·

Can the estate access a deceased person’s loan information through an online portal, and who is authorized to receive it? – NC

Can the estate access a deceased person’s loan information through an online portal, and who is authorized to receive it? – NC Short Answer Yes. In North Carolina, a deceased person’s estate can usually obtain loan statements and related account information, but the financial institution should release that information only to the person legally authorized…

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Probate Q&A Series ·

If I paid property taxes for estate property out of pocket, can I be reimbursed from the estate and how do I document it? – NC

If I paid property taxes for estate property out of pocket, can I be reimbursed from the estate and how do I document it? – NC Short Answer Yes. In North Carolina, a personal representative can usually seek repayment from estate funds for reasonable, necessary expenses paid to preserve estate property, and property taxes often…

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Probate Q&A Series ·

What happens if a deceased person’s medical bill is still pending because insurance has not fully processed the claim? – NC

What happens if a deceased person’s medical bill is still pending because insurance has not fully processed the claim? – NC Short Answer In North Carolina, a deceased person’s medical bill is not always final just because a provider has sent a balance due. If insurance is still processing the claim, the personal representative should…

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Surplus Funds Q&A Series ·

Why does the clerk require a title search before releasing surplus foreclosure funds, and what should the title search cover? – NC

Why does the clerk require a title search before releasing surplus foreclosure funds, and what should the title search cover? – NC Short Answer In North Carolina, the clerk often requires a title search before releasing surplus foreclosure funds to make sure the money goes to the correct person and that no recorded lienholder, creditor,…

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Probate Q&A Series ·

Do I need a specific court document to request a deceased person’s bank statements and tax forms for probate? NC

Do I need a specific court document to request a deceased person’s bank statements and tax forms for probate? – NC Short Answer Usually yes. In North Carolina, the bank or other institution will usually want certified Letters Testamentary or Letters of Administration before releasing a deceased person’s account statements or confirming tax forms for…

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