Category

Probate Q&A Series

Probate Q&A Series

Jun 2, 2026

Do the inventory and notice to creditors forms have to be notarized before they can be filed with the court? NC

Probate Q&A Series

Jun 2, 2026

How can I get removed from a business or corporation interest that the deceased was involved in when I don’t want to continue it? NC

Probate Q&A Series

Jun 2, 2026

What happens if the deadline to claim a tax refund has passed—can a missing refund still be reissued or traced? NC

Probate Q&A Series

Jun 2, 2026

Can a reimbursement petition be reviewed before the estate accounting is audited, or do they have to be handled together? NC

Probate Q&A Series

Jun 2, 2026

Can I transfer business bank account access into my name to manage estate-related business expenses without it being treated as taking the money personally? NC

Probate Q&A Series

Jun 2, 2026

How do we get replacement W-2s and retirement distribution tax forms from a former employer or financial institution to confirm withholding? NC

Probate Q&A Series

Jun 2, 2026

How long can a retirement plan administrator take to process and send tax documents after approving an estate’s request? NC

Probate Q&A Series

Jun 2, 2026

Can a law office address be used as the mailing address for a short-term testamentary trust account while the assets are being transferred and distributed? NC

Probate Q&A Series

Jun 2, 2026

Is it safe and acceptable to provide payment information over the phone for an estate-related charge? NC

Probate Q&A Series

Jun 2, 2026

What happens if an estate account did not earn interest and no tax form was issued? NC

Probate Q&A Series

Jun 2, 2026

If I mail the originals after a scanned copy is filed, will the court still accept the filing without delays? NC

Probate Q&A Series

Jun 2, 2026

Do I need to file an estate income tax return when money comes in after the death, like a bonus check or a payment from a dissolved business partner? NC

Probate Q&A Series

Jun 2, 2026

What documents and information should I gather before the next-steps call to keep the probate process on track? NC

Probate Q&A Series

Jun 2, 2026

How long does the probate process usually take once letters are issued and the case is moving forward? NC

Probate Q&A Series

Jun 2, 2026

How does a year’s allowance work if some accounts were joint but were later closed or transferred before the estate was opened? NC

Probate Q&A Series

Jun 2, 2026

If I’m keeping the inherited house instead of selling it, what probate steps do I still have to complete to transfer the title cleanly? NC

Probate Q&A Series

Jun 2, 2026

If the court requires the sale proceeds to be deposited into the estate, does that change the tax filing requirements? NC

Probate Q&A Series

Jun 2, 2026

Does the personal representative stay in charge until the estate is officially closed? NC

Probate Q&A Series

Jun 2, 2026

What happens if the personal representative does not increase the bond when the court requests it? NC

Probate Q&A Series

Jun 2, 2026

What happens if a creditor shows up after the creditor-notice deadline, and can their claim still affect the house? NC

Probate Q&A Series

Jun 2, 2026

How are creditor claims prioritized in probate, especially for taxes, medical bills, and unpaid support, and what happens if the estate doesn’t have enough to pay everyone? - NC

Probate Q&A Series

Jun 2, 2026

What do I list on the probate inventory when the only major asset is a house and there are no bank accounts or personal property being administered? NC

Probate Q&A Series

Jun 2, 2026

If a life insurance policy or retirement account names a relative instead of me or my child, can I challenge that or verify whether it was meant to benefit my child? NC

Probate Q&A Series

Jun 2, 2026

How do I reject a creditor claim against an estate when a hospital bill may not actually be owed? NC