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Probate Q&A Series ·

How can I get a bank’s signature cards, account statements, and any 1099 tax forms for a deceased person’s accounts to use in probate? NC

How can I get a bank’s signature cards, account statements, and any 1099 tax forms for a deceased person’s accounts to use in probate? – North Carolina Short Answer In North Carolina, the usual way to obtain a deceased person’s bank signature cards, account statements, and year-end tax reporting (such as 1099s) is for the…

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What happens if I can’t locate or contact my siblings who are co-owners—can the court approve a sale without their signatures? NC

What happens if I can’t locate or contact my siblings who are co-owners—can the court approve a sale without their signatures? – North Carolina Short Answer Yes. In North Carolina, a co-owner who wants to sell jointly owned real estate can ask the court for a partition, including a court-ordered sale, even if other co-owners…

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Probate Q&A Series ·

Can I sell a deceased parent’s mortgaged home during probate, and what extra steps are required when a minor heir has an interest in the estate? NC

Can I sell a deceased parent’s mortgaged home during probate, and what extra steps are required when a minor heir has an interest in the estate? – North Carolina Short Answer Yes. In North Carolina, a personal representative (executor or administrator) can sell a deceased parent’s mortgaged home during probate, but real estate is not…

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Is a comparative market analysis enough to set a fair listing price between co-owners, or do we need a formal appraisal? NC

Is a comparative market analysis enough to set a fair listing price between co-owners, or do we need a formal appraisal? – North Carolina Short Answer In North Carolina, a comparative market analysis (CMA) can be enough to agree on a practical listing price when co-owners are cooperating and neither side plans to challenge value.…

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Probate Q&A Series ·

As a beneficiary, how do I ensure the executor follows the rules, provides a proper inventory and accounting, and keeps me informed throughout the estate process? – NC

As a beneficiary, how do I ensure the executor follows the rules, provides a proper inventory and accounting, and keeps me informed throughout the estate process? – North Carolina Short Answer In North Carolina, the executor (personal representative) must file an inventory and periodic accountings with the Clerk of Superior Court, and a beneficiary can…

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Probate Q&A Series ·

What happens if I refuse to sign the renunciation my stepparent sent—can they still be appointed and how does that affect my rights? NC

What happens if I refuse to sign the renunciation my stepparent sent—can they still be appointed and how does that affect my rights? – North Carolina Short Answer In North Carolina, refusing to sign a “renunciation” or “waiver” does not automatically stop a surviving spouse (including a stepparent who was married to the deceased parent)…

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Probate Q&A Series ·

What is the process and standard timeline to submit my caregiving and reimbursement claims, and can another relative who helped provide round-the-clock care submit a claim too? NC

What is the process and standard timeline to submit my caregiving and reimbursement claims, and can another relative who helped provide round-the-clock care submit a claim too? – North Carolina Short Answer In North Carolina, a caregiving or reimbursement request is usually treated as a creditor claim against the decedent’s estate and must be presented…

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Real Estate Q&A Series ·

Can I ignore a title‑monitoring alert if the official land records show the deed I signed, or should I order a certified copy or a title search to be sure? NC

Can I ignore a title‑monitoring alert if the official land records show the deed I signed, or should I order a certified copy or a title search to be sure? – North Carolina Short Answer In North Carolina, a title‑monitoring alert is only a private notification; the county Register of Deeds record controls what is…

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Probate Q&A Series ·

If no one opens an estate and there’s no will, who is responsible for debts and how do I handle a financed vehicle that I returned to the lender? NC

If no one opens an estate and there’s no will, who is responsible for debts and how do I handle a financed vehicle that I returned to the lender? – North Carolina Short Answer In North Carolina, a deceased person’s debts are usually paid from the deceased person’s property, not from a surviving spouse’s or…

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Real Estate Q&A Series ·

How do I confirm that my power of attorney specifically allows signing real estate contracts and deed transfer documents? NC

How do I confirm that my power of attorney specifically allows signing real estate contracts and deed transfer documents? – North Carolina Short Answer In North Carolina, confirmation starts with reading the power of attorney (POA) itself to see whether it grants authority over real estate transactions and whether any limits apply to signing contracts…

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Probate Q&A Series ·

How can I make sure money and property a sibling took before probate are counted against their share, and what proof do we need? NC

How can I make sure money and property a sibling took before probate are counted against their share, and what proof do we need? – North Carolina Short Answer In North Carolina, the estate can often treat a pre-death transfer as an “advancement” (an early payout of an intestate inheritance) only if the law’s requirements…

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Attorney Jared Pierce
Attorney Jared Pierce
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