Do I need to file a final personal tax return for a deceased parent if they haven’t filed in recent years, and who signs it? – NC

Do I need to file a final personal tax return for a deceased parent if they haven’t filed in recent years, and who signs it? – North Carolina Short Answer Under North Carolina law, the personal representative (executor or administrator) is generally responsible for filing a deceased person’s final individual income tax return if that…

What steps remain after the annual account is approved to file the final account and release final distributions? – NC

What steps remain after the annual account is approved to file the final account and release final distributions? – North Carolina Short Answer Under North Carolina probate law, once the clerk approves the last annual account, the personal representative prepares and files a verified Final Account showing that all debts, expenses, and taxes have been…

What proof will a clerk accept to establish my marriage for a spousal year’s allowance when the death certificate is inaccurate? – NC

What proof will a clerk accept to establish my marriage for a spousal year’s allowance when the death certificate is inaccurate? – North Carolina Short Answer In North Carolina, the clerk of superior court must be satisfied that a valid marriage existed before assigning a spousal year’s allowance. If the death certificate wrongly lists “divorced,”…

If a bank is about to release POD funds to me, what documents or records should I keep to protect myself against later challenges? – NC

If a bank is about to release POD funds to me, what documents or records should I keep to protect myself against later challenges? – North Carolina Short Answer Under North Carolina law, payable-on-death (POD) funds belong to the named beneficiaries when the account owner dies, but those funds can still be reached later if…