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Probate Q&A Series ·

What can I do if the executor is delaying the estate administration and not signing or returning required probate documents? NC

What can I do if the executor is delaying the estate administration and not signing or returning required probate documents? – North Carolina Short Answer In North Carolina, when an executor (personal representative) delays estate administration and will not sign or return required probate paperwork, an heir or other “interested person” can ask the Clerk…

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Probate Q&A Series ·

Can one co-owner or beneficiary be paid or reimbursed for managing the rental properties and coordinating repairs before everything is finalized? NC

Can one co-owner or beneficiary be paid or reimbursed for managing the rental properties and coordinating repairs before everything is finalized? – North Carolina Short Answer Sometimes, but it depends on the person’s legal role and what the trust documents (or court) allow. Under North Carolina law, a trustee can generally reimburse proper out-of-pocket expenses…

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Probate Q&A Series ·

What happens if the other co-administrator sold an estate vehicle and won’t provide receipts or deposit the proceeds into the estate account? NC

What happens if the other co-administrator sold an estate vehicle and won’t provide receipts or deposit the proceeds into the estate account? – North Carolina Short Answer In North Carolina, a co-administrator who sells an estate vehicle still has to account for the sale and treat the proceeds as estate property. If the co-administrator will…

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How does the court decide whether the property will be sold privately or through a bidding process, and can the court set a minimum sale price? NC

How does the court decide whether the property will be sold privately or through a bidding process, and can the court set a minimum sale price? – North Carolina Short Answer In a North Carolina partition action, once the court orders a sale, the court (often the Clerk of Superior Court) sets the sale method…

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Probate Q&A Series ·

Who is responsible for getting the trust’s tax ID number, and whose name should be listed as trustee on the paperwork? NC

Who is responsible for getting the trust’s tax ID number, and whose name should be listed as trustee on the paperwork? – North Carolina Short Answer In North Carolina, the trustee who is actually serving (including a corporate trustee) is typically responsible for obtaining the trust’s federal tax ID number (EIN) and using it for…

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How do I know when a parent’s cognitive decline is serious enough to pursue guardianship? NC

How do I know when a parent’s cognitive decline is serious enough to pursue guardianship? – North Carolina Short Answer In North Carolina, cognitive decline is usually “serious enough” to pursue guardianship when a parent can no longer consistently understand information, make or communicate decisions, and manage essential personal, medical, or financial needs—and a power…

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Probate Q&A Series ·

How do I get a promissory note and related deed of trust assigned from the estate to me as an early distribution so I can manage payments intended for a minor beneficiary? NC

How do I get a promissory note and related deed of trust assigned from the estate to me as an early distribution so I can manage payments intended for a minor beneficiary? – North Carolina Short Answer In North Carolina, a promissory note and related deed of trust are typically handled by the personal representative…

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Probate Q&A Series ·

When an estate is reopened to collect unclaimed property, do we still have to make distributions to heirs if there are reimbursable estate expenses? NC

When an estate is reopened to collect unclaimed property, do we still have to make distributions to heirs if there are reimbursable estate expenses? – North Carolina Short Answer Yes—under North Carolina probate practice, a reopened estate generally still follows the normal order of administration: valid estate expenses get paid or reimbursed first, and heirs…

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Probate Q&A Series ·

What documents does an estate administrator need to provide to get information about a deceased member’s insurance account? NC

What documents does an estate administrator need to provide to get information about a deceased member’s insurance account? – North Carolina Short Answer In North Carolina, an insurer will usually share a deceased member’s account details with the estate’s administrator (personal representative) after receiving proof of death and proof of authority to act for the…

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Do my vehicles and personal belongings need to be specifically listed in my will, or can they be covered generally? NC

Do my vehicles and personal belongings need to be specifically listed in my will, or can they be covered generally? – North Carolina Short Answer In North Carolina, vehicles and most personal belongings do not have to be listed item-by-item in a will to be covered. A well-drafted will usually uses a “residuary” (everything-else) clause…

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Probate Q&A Series ·

What happens if the will’s description of a piece of real property doesn’t match the legal description on the deed, and can that cause the gift to fail? NC

What happens if the will’s description of a piece of real property doesn’t match the legal description on the deed, and can that cause the gift to fail? – North Carolina Short Answer In North Carolina, a mismatch between a will’s description of real estate and the deed’s legal description does not automatically make the…

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Probate Q&A Series ·

Do we have to add the other co-administrator to the estate bank account, or can they receive a spouse’s allowance without being on the account? NC

Do we have to add the other co-administrator to the estate bank account, or can they receive a spouse’s allowance without being on the account? – North Carolina Short Answer No. In North Carolina, a surviving spouse can receive the spouse’s allowance (often called the “year’s allowance”) based on an order from the Clerk of…

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If the guardian of the estate already sold assets or spent the ward’s money improperly, can the ward be reimbursed through the guardian’s bond or another remedy? NC

If the guardian of the estate already sold assets or spent the ward’s money improperly, can the ward be reimbursed through the guardian’s bond or another remedy? – North Carolina Short Answer Yes. In North Carolina, if a guardian of the estate breaches duties and causes a loss, the ward (or someone acting for the…

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Probate Q&A Series ·

How can we use a neutral property management company to reduce conflict while we figure out what to do with inherited rental properties? NC

How can we use a neutral property management company to reduce conflict while we figure out what to do with inherited rental properties? – North Carolina Short Answer In North Carolina, a neutral property management company can reduce family conflict by taking day-to-day decisions (rent collection, repairs, tenant communication, and bookkeeping) out of the beneficiaries’…

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Attorney Jared Pierce
Attorney Jared Pierce
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