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Probate Q&A Series ·

As a co-trustee or co-executor, am I personally responsible for acting as the landlord for inherited rental properties? nc

As a co-trustee or co-executor, am I personally responsible for acting as the landlord for inherited rental properties? – North Carolina Short Answer Usually not in a personal, individual-capacity sense. In North Carolina, a co-executor (personal representative) or co-trustee may need to make sure the rental properties are managed, rent is collected, and the properties…

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Probate Q&A Series ·

Can a co-heir who has been living on the inherited property and paying the taxes claim the whole property through adverse possession? nc

Can a co-heir who has been living on the inherited property and paying the taxes claim the whole property through adverse possession? – North Carolina Short Answer Sometimes, but not just because a co-heir lived there and paid the taxes. In North Carolina, heirs typically own inherited real estate together as cotenants, and one cotenant’s…

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Probate Q&A Series ·

How can I get reimbursed from the estate for expenses I paid after my spouse died, like insurance and other property-related costs? nc

How can I get reimbursed from the estate for expenses I paid after my spouse died, like insurance and other property-related costs? – North Carolina Short Answer In North Carolina, reimbursement usually happens by treating the out-of-pocket payments as either (1) an estate expense that the personal representative can repay during administration, or (2) a…

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Guardianship Q&A Series ·

What can I do to request a new evaluation of my parent’s capacity after they were declared incompetent during a hospital stay? nc

What can I do to request a new evaluation of my parent’s capacity after they were declared incompetent during a hospital stay? – North Carolina Short Answer In North Carolina, a new look at a parent’s capacity usually happens through a motion to restore the ward to competency filed with the Clerk of Superior Court…

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Surplus Funds Q&A Series ·

How do two co-owners claim surplus funds when one owner is incapacitated and an adult child has power of attorney for that owner? nc

How do two co-owners claim surplus funds when one owner is incapacitated and an adult child has power of attorney for that owner? – North Carolina Short Answer In North Carolina, foreclosure surplus funds are paid to the people legally entitled to them, and when there is any doubt, the surplus is typically paid into…

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Probate Q&A Series ·

Can the inheritance from my spouse’s relative be paid directly to the children instead of going through my spouse’s estate? nc

Can the inheritance from my spouse’s relative be paid directly to the children instead of going through my spouse’s estate? – North Carolina Short Answer Usually not. In North Carolina, if the inheritance is left to the deceased spouse (by will, intestacy, or a beneficiary designation), it generally becomes part of the deceased spouse’s property…

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Probate Q&A Series ·

How do I handle a car that was repossessed after my spouse died—do I still need to list it in the estate or deal with any remaining balance? nc

How do I handle a car that was repossessed after my spouse died—do I still need to list it in the estate or deal with any remaining balance? – North Carolina Short Answer In North Carolina estate administration, a repossessed car is usually treated as estate property only up to the estate’s remaining interest in…

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Guardianship Q&A Series ·

How can I get access to my relative’s Medicaid or benefits information once guardianship is approved? nc

How can I get access to my relative’s Medicaid or benefits information once guardianship is approved? – North Carolina Short Answer In North Carolina, once a clerk of superior court appoints a guardian and issues “Letters of Guardianship,” the guardian generally uses those Letters (often a certified copy) to prove legal authority to speak with…

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Probate Q&A Series ·

What can I do if someone has my spouse’s vehicle but the estate has the title and I don’t know the payment agreement or whether they finished paying? nc

What can I do if someone has my spouse’s vehicle but the estate has the title and I don’t know the payment agreement or whether they finished paying? – North Carolina Short Answer In North Carolina, the personal representative (estate administrator) generally has the authority and responsibility to identify, protect, and collect estate property, including…

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Guardianship Q&A Series ·

What options do I have if I believe my parent is being neglected or is unsafe in a nursing facility and I’m not the legal decision-maker right now? nc

What options do I have if I believe my parent is being neglected or is unsafe in a nursing facility and I’m not the legal decision-maker right now? – North Carolina Short Answer In North Carolina, a family member who is not the current legal decision-maker can still take action if an older parent appears…

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