Here we have provided helpful judicial court forms you may need if you are creating an estate plan, planning for long-term care needs, or named executor and administering an estate in North Carolina.
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Form AOC-E-100 | Application and Assignment Year’s AllowanceIf a surviving spouse wants to apply for the year’s allowance, they or their probate attorney need to file this Form (AOC-E-100) along with other paperwork to the Court Clerk. The year’s allowance may consist of cash, personal property, or both, but it does not include real estate.
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Form AOC-E-201 | Application For Probate and LettersThis Form (AOC-E-201) is used to start the process of settling a person's estate after they die (Probate). It's a request to make the Will and appointment of the Executor official and should be filled out by the Personal Representative.
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Form AOC-E-203B | Affidavit for Collection of Personal Property of DecedentThis Form (AOC-E-203B) is used for legally taking ownership of the estate (assets) of an individual who passed away. This Form can only be used if the total value of the deceased person's assets is $20,000 or less.
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Form AOC-E-204 | Affidavit of Collection, Disbursement, and DistributionAfter settling debts and distributing property, the affiant must complete Form AOC-E-204, also known as a closing affidavit. This Form details the amount of income received, the payments made towards debts, and how the property was distributed.
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Form AOC-E-212 | Estate Tax CertificationForm AOC-E-212 is used for certification of estate taxes. It’s only applicable to individuals who passed away between January 1, 1999, and December 31, 2012 (it’s no longer required for individuals who died on or after January 1, 2013.)
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Form AOC-E-307 | Affidavit of Notice To CreditorsIf applicable, the Personal Representative must file an "Affidavit of Notice to Creditors" with the Clerk of Superior Court using Form AOC-E-307. This document states that they either sent or personally gave a notice regarding the estate to the creditors involved.
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Form AOC-E-400 | Oath AffirmationAfter the court has reviewed a petition to reopen an estate, the Personal Representative may be asked to provide this Oath Form (AOC-E-400). This Form is used to affirm that they will carry out their duties faithfully and honestly.
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Form AOC-E-403 | LettersLetters Testamentary, commonly known as "Letters," are official documents (AOC-E-403) issued by the Clerk that grant someone the authority to act as the person in charge of carrying out a Will (Personal Representative).
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Form AOC-E-505 | Inventory For Decedent's EstateThis Form (AOC-E-505) is used to create an inventory of the decedent's estate (assets). Every Personal Representative in charge of carrying out a Will is required to file this Form within three months of being named as the Executor.
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Form AOC-E-506 | AccountThe AOC-E-506 Form is used to officially close an estate after someone has died. The Executor must file this Form by the court's deadline. This Form marks the end of the estate administration and the distribution of assets to those who will inherit them.