Who is responsible for issuing the 1099 if an account changed custodians during the tax year, and how do I make sure the estate receives all required forms? NC

Who is responsible for issuing the 1099 if an account changed custodians during the tax year, and how do I make sure the estate receives all required forms? – North Carolina Short Answer In North Carolina estate administration, the financial institution (the “payer”) that actually paid the taxable income is generally the one responsible for…

How can out-of-state family members handle probate court filings remotely? – NC

How can out-of-state family members handle probate court filings remotely? – North Carolina Short Answer In North Carolina, most probate administration happens through the county Clerk of Superior Court, and many required signatures (including the personal representative’s oath) can often be completed outside the county—and sometimes outside the state—using a notary and then submitted by…

How can I prove my authority as executor to access a deceased family member’s medical billing records? – NC

How can I prove my authority as executor to access a deceased family member’s medical billing records? – North Carolina Short Answer In North Carolina, the cleanest way to prove executor authority to a hospital or other provider is to provide a certified copy of the executor’s Letters Testamentary (or Letters of Administration) issued by…