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What if an agency says the estate was overpaid after death? | NC

Pierce Law Group

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Q: What should an executor do if a government agency claims the estate was overpaid after death? A: Treat it as a possible estate debt, but do not pay it based only on a phone call or an informal balance statement. Ask the agency for a written, itemized claim. It should show who made the payment, when it was made, what benefit period it covered, why it was not owed after death, how the balance…

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