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Probate Q&A Series ·

Can out-of-state heirs sign a disclaimer or transfer documents remotely so they don’t have to travel? NC

Can out-of-state heirs sign a disclaimer or transfer documents remotely so they don’t have to travel? – North Carolina Short Answer Yes, in many North Carolina probate situations, out-of-state heirs can sign disclaimers and related transfer documents without traveling to North Carolina. A disclaimer of an inheritance generally must be in writing and properly filed…

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Probate Q&A Series ·

Can we recover funds if a relative emptied bank accounts by being added as a joint owner or coosigner, and how do we document that for the estate? – NC

Can we recover funds if a relative emptied bank accounts by being added as a joint owner or coosigner, and how do we document that for the estate? – North Carolina Short Answer Sometimes, yes. In North Carolina, whether an estate can recover money from a joint bank account usually turns on whether the account…

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Probate Q&A Series ·

Can an order from a year’s allowance hearing be used to update the death certificate and unlock spousal benefits? NC

Can an order from a year’s allowance hearing be used to update the death certificate and unlock spousal benefits? – North Carolina Short Answer In North Carolina, an order entered in a year’s allowance proceeding can help prove that a person is the decedent’s surviving spouse for estate purposes, but it does not automatically change…

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Probate Q&A Series ·

If an heir is in bankruptcy, will their inheritance be paid to the bankruptcy trustee, and can any remaining funds come to the heir afterward? NC

If an heir is in bankruptcy, will their inheritance be paid to the bankruptcy trustee, and can any remaining funds come to the heir afterward? – North Carolina Short Answer Often, yes. In North Carolina estate administration, if an heir is a bankruptcy debtor, the personal representative may need to pay that heir’s distributive share…

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Probate Q&A Series ·

Can the court expedite my appointment because a foreclosure on estate property is approaching? NC

Can the court expedite my appointment because a foreclosure on estate property is approaching? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court oversees probate and the issuance of “letters” that officially appoint a personal representative. If a foreclosure date is approaching, the Clerk can often act faster when a complete,…

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Probate Q&A Series ·

Do all heirs need to consent in writing before vehicles from an estate are transferred to one heir? NC

Do all heirs need to consent in writing before vehicles from an estate are transferred to one heir? – North Carolina Short Answer No. In a North Carolina probate estate with an appointed personal representative (administrator or executor), the personal representative generally has authority to distribute estate vehicles and sign the titles to transfer them…

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If my parent’s estate and documents involve more than one state, which state controls and where does everything need to be handled? NC

If my parent’s estate and documents involve more than one state, which state controls and where does everything need to be handled? – North Carolina Short Answer In North Carolina, there is rarely one single “controlling” state for every part of a parent’s estate. The main (primary) estate case is usually opened in the state…

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Probate Q&A Series ·

Can the surviving spouse sign all the required probate affidavit sections, or does someone else have to sign certain parts? NC

Can the surviving spouse sign all the required probate affidavit sections, or does someone else have to sign certain parts? – North Carolina Short Answer In North Carolina, the surviving spouse can sign the parts of an estate affidavit or petition that are sworn statements made by the spouse (the “affiant” or “petitioner”). But not…

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Probate Q&A Series ·

What happens if a brokerage firm delays removing margin or restrictions after shares have been transferred and sold? NC

What happens if a brokerage firm delays removing margin or restrictions after shares have been transferred and sold? – North Carolina Short Answer In North Carolina estate administration, a brokerage firm’s delay in removing margin or account restrictions usually means the estate cannot close the brokerage accounts until the underlying margin balance (a secured debt)…

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Probate Q&A Series ·

Can a co‑owner on a joint bank account access funds after death to pay ongoing bills and property expenses, and what happens to a separate business account that was only in the deceased person’s name? NC

Can a co‑owner on a joint bank account access funds after death to pay ongoing bills and property expenses, and what happens to a separate business account that was only in the deceased person’s name? – North Carolina Short Answer In North Carolina, a surviving co-owner on a joint bank account can usually access the…

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Attorney Jared Pierce
Attorney Jared Pierce
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