Can I protect the surviving spouse’s home and joint account funds from IRS claims while probate is pending?: North Carolina

Can I protect the surviving spouse’s home and joint account funds from IRS claims while probate is pending? – North Carolina Short Answer In North Carolina, a surviving spouse’s home titled as tenants by the entirety is generally protected from the decedent’s individual creditors under state law, but federal tax liens can reach the decedent’s…

What documentation do I need to show the IRS that my parent’s taxes were paid properly?: North Carolina Probate

What documentation do I need to show the IRS that my parent’s taxes were paid properly? – North Carolina Short Answer In North Carolina, the personal representative (the court‑appointed executor or administrator) is the only person the IRS will recognize to discuss and resolve the decedent’s taxes. You will need Letters (testamentary or of administration)…

What steps do I need to dispute the IRS’s claimed tax liability against my parent’s estate?: North Carolina Probate

What steps do I need to dispute the IRS’s claimed tax liability against my parent’s estate? – North Carolina Short Answer In North Carolina, you must first open the estate and obtain Letters of Administration so someone has legal authority to act. The personal representative then publishes and mails a formal Notice to Creditors (including…

How can I establish my right to inherit from my parent’s estate when I was never legitimated or named on the birth certificate?: North Carolina

How can I establish my right to inherit from my parent’s estate when I was never legitimated or named on the birth certificate? – North Carolina Short Answer In North Carolina, a child born outside of marriage can inherit from a deceased father only if paternity was legally established before death (by a court judgment…

Can I challenge intestate succession rules if my parent never married or legitimated me during their lifetime?: North Carolina Probate

Can I challenge intestate succession rules if my parent never married or legitimated me during their lifetime? – North Carolina Short Answer In North Carolina, you cannot change the intestacy rules, but you can seek to be recognized as an heir if you qualify as the decedent’s child under state law. A person born out…

Who is entitled to serve as personal representative when I’m not a recognized heir under intestate succession?: North Carolina

Who is entitled to serve as personal representative when I’m not a recognized heir under intestate succession? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court appoints the personal representative (administrator) by priority: surviving spouse, then heirs, then next of kin, then creditors, and finally any suitable person of good character.…

What steps should I take if the healthcare provider doesn’t respond to requests about withdrawing or pursuing a claim?

What steps should I take if the healthcare provider doesn’t respond to requests about withdrawing or pursuing a claim? – North Carolina Short Answer In North Carolina, once a creditor’s claim is properly filed in the estate, it remains on file unless you withdraw it in writing or it is resolved by the personal representative…