How do I confirm whether the decedent’s final tax return was filed and who can provide a copy? nc

How do I confirm whether the decedent’s final tax return was filed and who can provide a copy? – North Carolina Short Answer In North Carolina, the person with legal authority to act for the decedent (usually the court-appointed personal representative) can confirm filing and request copies by checking the decedent’s records and requesting information…

How can I open an estate bank account as the executor, and what documents do banks usually require? nc

How can I open an estate bank account as the executor, and what documents do banks usually require? – North Carolina Short Answer In North Carolina, an executor typically opens an estate bank account after qualifying with the Clerk of Superior Court and receiving certified Letters Testamentary (or Letters of Administration). Most banks require certified…

How can I challenge a sibling’s power‑of‑attorney actions over a paid care contract and use of our parent’s money, or report suspected financial abuse? nc

How can I challenge a sibling’s power‑of‑attorney actions over a paid care contract and use of our parent’s money, or report suspected financial abuse? – North Carolina Short Answer In North Carolina, a power-of-attorney agent (attorney-in-fact) must act as a fiduciary for the parent (the principal) and keep records of what was done with the…

How can an estate administrator get a pension plan to release information about a deceased person’s account? nc

How can an estate administrator get a pension plan to release information about a deceased person’s account? – North Carolina Short Answer In North Carolina, a pension plan will usually release account information to an estate administrator only after receiving proof of authority to act for the estate. The most common proof is a certified…

If my spouse and I cover the past‑due amount and future payments, how do we ensure the title is legally transferred to us? nc

If my spouse and I cover the past‑due amount and future payments, how do we ensure the title is legally transferred to us? – North Carolina Short Answer In North Carolina, paying the mortgage (even catching it up and resuming monthly payments) does not transfer legal title. Title usually passes under the will (if there…