What can I do if a financial institution says it never received my mailed request for a decedent’s tax documents? NC

What can I do if a financial institution says it never received my mailed request for a decedent’s tax documents? – North Carolina Short Answer In North Carolina, the usual fix is to resend the request using a trackable or confirmable delivery method (fax confirmation, certified mail/return receipt, or a secure upload) and include proof…

If we have a buyer ready now, can the sale close while probate is still open if the proceeds are held until creditor claims and heir shares are resolved? NC

If we have a buyer ready now, can the sale close while probate is still open if the proceeds are held until creditor claims and heir shares are resolved? – North Carolina Short Answer Yes—under North Carolina law, a house can often be sold while the estate is still open, but the closing must be…

What documents does a financial institution usually require before releasing a decedent’s tax forms to an estate representative? NC

What documents does a financial institution usually require before releasing a decedent’s tax forms to an estate representative? – North Carolina Short Answer In North Carolina, a financial institution will usually release a decedent’s tax forms (such as year-end 1099s) only after it can confirm (1) the account holder’s death and (2) the requester’s legal…

Can I rent out the house while probate is pending to help cover the monthly payments, and how should the rent be handled with other heirs involved? NC

Can I rent out the house while probate is pending to help cover the monthly payments, and how should the rent be handled with other heirs involved? – North Carolina Short Answer In North Carolina, renting the house during probate is often possible, but the right person must sign the lease and collect rent. If…

Can I recover the mortgage, HOA, and upkeep costs I’ve been paying from the other heirs’ share of the property? NC

Can I recover the mortgage, HOA, and upkeep costs I’ve been paying from the other heirs’ share of the property? – North Carolina Short Answer Often, yes—under North Carolina law, a person who pays necessary carrying costs on inherited real estate (like mortgage payments, HOA dues, insurance, taxes, and basic upkeep) may be able to…

Can I challenge past transfers of inherited family land if I believe relatives moved the title around to keep me from inheriting? NC

Can I challenge past transfers of inherited family land if I believe relatives moved the title around to keep me from inheriting? – North Carolina Short Answer Yes. In North Carolina, past transfers of inherited family land can sometimes be challenged, but the right approach depends on why the title changed (estate sale, heir deed,…