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Probate Q&A Series

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…

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Probate Q&A Series

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…

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Probate Q&A Series

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,”…

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Probate Q&A Series

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…

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Probate Q&A Series

What documents should I provide to a debt collector to justify a lower settlement offer, and is sharing the estate inventory appropriate? – NC

What documents should I provide to a debt collector to justify a lower settlement offer, and is sharing the estate inventory appropriate? – North Carolina Short Answer In North Carolina probate, a personal representative may share limited, targeted financial information with an unsecured creditor to support a lower settlement offer, but should do so carefully.…

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Family Law Q&A Series

How can I file an uncontested divorce when we’ve already agreed on custody, finances, and property but don’t have a written separation agreement? – NC

How can I file an uncontested divorce when we’ve already agreed on custody, finances, and property but don’t have a written separation agreement? – North Carolina Short Answer In North Carolina, an uncontested “absolute divorce” is based on one year of separation and residency, not on having a written separation agreement. A complaint for absolute…

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Family Law Q&A Series

How do I document conflicts and communicate safely if the other parent hints at taking me to court? – NC

How do I document conflicts and communicate safely if the other parent hints at taking me to court? – North Carolina Short Answer Under North Carolina family law, careful documentation and calm, business-like communication are critical when a co-parent talks about going back to court. Parents should keep clear, date-stamped records of exchanges, follow the…

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Probate Q&A Series

What evidence should I gather to prove the deceased was still married and lived at a different address? – NC

What evidence should I gather to prove the deceased was still married and lived at a different address? – North Carolina Short Answer Under North Carolina probate practice, incorrect marital status or address on a death certificate can usually be addressed by gathering independent proof of the true facts. Useful evidence often includes the marriage…

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Estate Planning Q&A Series

Do beneficiary designations on an annuity override my will, and is there any reason to restate them in my will? – NC

Do beneficiary designations on an annuity override my will, and is there any reason to restate them in my will? – North Carolina Short Answer In North Carolina, a properly completed beneficiary designation on an annuity is a contract and normally controls who receives the annuity at death, even if the will says something different.…

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Estate Planning Q&A Series

Can I require that certain real property be given away instead of sold for profit, and what legal structure would make that restriction hold up? – NC

Can I require that certain real property be given away instead of sold for profit, and what legal structure would make that restriction hold up? – North Carolina Short Answer Under North Carolina law, a property owner can use a will or trust to place some conditions on how inherited real estate is used or…

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Real Estate Q&A Series

What happens after my attorney reviews the appraisal with me—do we negotiate, list the property, or take other steps? – NC

What happens after my attorney reviews the appraisal with me—do we negotiate, list the property, or take other steps? – North Carolina Short Answer After a North Carolina real estate attorney reviews an appraisal with a client, the usual next steps are to (1) compare the appraised value to goals and other pricing information, (2)…

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