| Date | Proceedings and Orders (key to color coding) |
|---|
| Aug 22 2018 | Application (18A210) to extend the time to file a petition for a writ of certiorari from September 6, 2018 to October 9, 2018, submitted to The Chief Justice. |
| Aug 24 2018 | Application (18A210) granted by The Chief Justice extending the time to file until October 9, 2018. |
| Oct 09 2018 | Petition for a writ of certiorari filed. (Response due November 13, 2018) |
| Oct 16 2018 | Waiver of right of respondent The Kimberley Rice Kaestner 1992 Family Trust to respond filed. |
| Oct 24 2018 | DISTRIBUTED for Conference of 11/9/2018. |
| Oct 31 2018 | Response Requested. (Due November 30, 2018) |
| Nov 30 2018 | Brief of respondent Kimberley Rice Kaestner 1992 Family Trust in opposition filed. |
| Dec 14 2018 | Reply of petitioner North Carolina Department of Revenue filed. |
| Dec 19 2018 | DISTRIBUTED for Conference of 1/4/2019. |
| Jan 07 2019 | DISTRIBUTED for Conference of 1/11/2019. |
| Jan 11 2019 | Petition GRANTED. |
| Feb 04 2019 | Blanket Consent filed by Petitioner, North Carolina Department of Revenue. |
| Feb 06 2019 | Blanket Consent filed by Respondent, The Kimberley Rice Kaestner 1992 Family Trust. |
| Feb 11 2019 | SET FOR ARGUMENT on Tuesday, April 16, 2019 |
| Feb 22 2019 | Joint appendix filed. (Statement of costs filed) |
| Feb 22 2019 | Brief of petitioner North Carolina Department of Revenue filed. |
| Feb 28 2019 | Brief amici curiae of Tax Law Professors filed. |
| Feb 28 2019 | Brief amici curiae of Law Professors filed. |
| Mar 01 2019 | Brief amicus curiae of The American College of Trust & Estate Counsel in support of neither party filed. |
| Mar 01 2019 | Brief amici curiae of Minnesota, Nineteen Other States, & the District of Columbia filed. |
| Mar 01 2019 | Brief amici curiae of Constitutional Law Scholars in support of neither party filed. |
| Mar 18 2019 | Brief of respondent The Kimberley Rice Kaestner 1992 Family Trust filed. (Distributed) |
| Mar 20 2019 | CIRCULATED |
| Mar 21 2019 | Record requested from the Supreme Court of North Carolina. |
| Mar 22 2019 | Brief amicus curiae of William Fielding, Trustee filed. (Distributed) |
| Mar 22 2019 | Brief amicus curiae of The New York State Bar Association filed. (Distributed) |
| Mar 25 2019 | Brief amici curiae of Washington State Tax Practitioners filed. (Distributed) |
| Mar 25 2019 | Amicus brief of American College of Tax Counsel not accepted for filing. (Corrected version submitted.) |
| Mar 25 2019 | Brief amicus curiae of American College of Tax Counsel filed (March 25, 2019). (Distributed) |
| Mar 25 2019 | Brief amici curiae of State of South Dakota, et al. filed. (Distributed) |
| Mar 25 2019 | Brief amicus curiae of Council On State Taxation filed. (Distributed) |
| Mar 25 2019 | Brief amicus curiae of The Chamber of Commerce of the United States of America filed. (Distributed) |
| Mar 25 2019 | Brief amicus curiae of Professor Roberta Lea Brilmayer filed. (Distributed) |
| Mar 25 2019 | Brief amici curiae of Certain State Trust and Bank Associations filed. (Distributed) |
| Apr 05 2019 | Reply of petitioner North Carolina Department of Revenue filed. (Distributed) |
| Apr 16 2019 | Argued. For petitioner: Matthew W. Sawchak, North Carolina Solicitor General, Raleigh, N. C. For respondent: David A. O'Neil, Washington, D. C. |
| Jun 21 2019 | Adjudged to be AFFIRMED. Sotomayor, J., delivered the opinion for a unanimous Court. Alito, J., filed a concurring opinion, in which Roberts, C. J., and Gorsuch, J., joined. |
| Jul 23 2019 | MANDATE ISSUED. |
| Jul 23 2019 | JUDGMENT ISSUED. |
