Aoc E 505 Form PDF Details

When managing the complex aftermath of a loved one's passing, the AOC E-505 form stands as a critical document within the North Carolina judicial system. Filed in the Superior Court Division before the Clerk, this form helps personal representatives, often family members or close friends, to officially document and report the decedent’s estate assets. It requires a detailed inventory—ranging from entirely owned accounts, jointly held assets without rights of survivorship, stocks, bonds, tangible assets, to real estate directed by the will to be sold. The urgency is palpable as the form must be filed within three months of assuming the role of personal representative, ensuring a swift, accurate valuation of assets as of the decedent's date of death. This document not only facilitates a just and true account but also delineates assets which can be added to the estate if necessary to settle claims. Furthermore, it addresses potential claims for wrongful death, indicating whether an attorney has been retained and if any civil action has been filed. Beyond its practical function, the AOC E-505 form embodies the necessary steps toward closure, allowing for the proper management and eventual distribution of the estate in accordance with North Carolina law. This comprehensive approach underscores the vital importance of precise documentation and legal adherence during the difficult process of estate management.

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Form NameAoc E 505 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
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STATE OF NORTH CAROLINA

County

File No.

In The General Court Of Justice

Superior Court Division

Before The Clerk

IN THE MATTER OF THE ESTATE OF:

INVENTORY

 

Name Of Decedent

 

 

FOR DECEDENT’S ESTATE

G.S. 28A-15-2, 28A-20-1

IMPORTANT: File within three (3) months after qualifying. Itemize and give values as of date of decedent’s death. Continue on additional sheet if necessary.

I, the undersigned personal representative, being duly sworn, say that to the best of my knowledge the following is a just, true, and perfect inventory of all the real and personal property of the decedent named above, which has come into my hands or into the hands of any person for me as personal representative of the estate.

PART I. PROPERTY OF THE ESTATE

1. Accounts In Sole Name Of Decedent (List bank, etc., each account no., and balance.)

VALUE

 

 

 

$

2.Joint Accounts Without Right Of Survivorship (List bank, etc., each account no., balance, and joint owners.)

%Owned By Decedent

%Owned By Decedent

%Owned By Decedent

%Owned By Decedent

3.Stocks And Bonds In Sole Name Of Decedent Or Jointly Owned Without Right Of Survivorship (Identify each type of security and give market value of all securities of that type, e.g., 100 shares of XYZ Corp. common stock at 37-1/4...$3,725.)

%Owned By Decedent

%Owned By Decedent

%Owned By Decedent

%Owned By Decedent

%Owned By Decedent

4.Cash And Undeposited Checks On Hand

5.All Other Personal Property (See preliminary inventory on application for checklist of types of property to list.)

6.Real Estate Willed To The Estate, Directed By The Will To Be Sold, And Sold (Attach legal description and proceeds of sale for each parcel.)

TOTAL FROM ADDITIONAL SHEET IF ANY $

SUBTOTAL (Costs apply to this total) $

7.Real Estate Willed To The Estate, Directed By The Will To Be Sold, And Not Sold (Attach legal description of each parcel and give fair market value at date of death.)

$

TOTAL PART I. $

(Over)

AOC-E-505, Rev. 2/15

© 2015 Administrative Ofice of the Courts

PART II. PROPERTY WHICH CAN BE ADDED TO ESTATE IF NEEDED TO PAY CLAIMS

1.Joint Accounts With Right Of Survivorship (List each account; give names of other joint owners and total amount on deposit in each account; attach copy of deposit contract unless already attached to application.)

VALUE

$

2.Stocks/Bonds/Securities Jointly Owned With Right Of Survivorship Or Registered In Beneiciary Form

And Automatically Transferable On Death (Identify each type of security and give market value of all securities of that type, e.g., 100 shares of XYZ Corp. common stock at 37-1/4...$3,725.)

3.Other Personal Property Recoverable (G.S. 28A-15-10)

4.Real Estate Except Entireties Property, Life Estate And Real Estate Willed To Estate (List legal description and give fair market value of each parcel of decedent’s interest at date of death.)

TOTAL PART II. $

PART III. CLAIMS FOR WRONGFUL DEATH

There

is

is not a potential claim for wrongful death arising under G.S. 28A-18.2. The following attorney, if any, has been

retained to ile the action, and the civil action, if any, has been iled in the following court or jurisdiction:

Name And Address Of Attorney

 

State And County Or Federal District Court Jurisdiction

 

 

 

 

 

 

 

 

 

 

 

Telephone No.

 

 

Case No.

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature Of Fiduciary

 

Title

Signature Of Co-Fiduciary, If Any

 

Title

 

 

 

 

 

 

 

 

SWORN/AFFIRMED AND SUBSCRIBED TO BEFORE ME

SWORN/AFFIRMED AND SUBSCRIBED TO BEFORE ME

 

 

 

 

 

 

 

 

Date

Signature Of Person Authorized To Administer Oaths

Date

Signature Of Person Authorized To Administer Oaths

 

 

 

 

 

 

 

 

 

Deputy CSC

Assistant CSC

Clerk Of Superior Court

Deputy CSC

Assistant CSC

Clerk Of Superior Court

 

 

 

 

 

 

 

 

 

 

Date My Commission Expires

 

Date My Commission Expires

 

 

Notary

 

 

 

 

 

 

 

Notary

 

 

 

 

 

 

 

 

 

SEAL

County Where Notarized

 

County Where Notarized

 

 

 

SEAL

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AOC-E-505, Side Two, Rev. 2/15

© 2015 Administrative Ofice of the Courts

How to Edit Aoc E 505 Form Online for Free

It is possible to fill out aoc e 505 form print effectively with our online PDF editor. Our tool is consistently evolving to give the very best user experience achievable, and that's thanks to our dedication to constant development and listening closely to feedback from users. This is what you'd want to do to get started:

Step 1: Click on the orange "Get Form" button above. It'll open our editor so you can begin completing your form.

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This PDF form requires specific information to be filled out, therefore be sure you take your time to enter precisely what is requested:

1. Firstly, once filling out the aoc e 505 form print, start out with the page that contains the subsequent blanks:

Step no. 1 of filling in nc estate preliminary inventory form

2. Once your current task is complete, take the next step – fill out all of these fields - each type of security and give, Owned By Decedent, Owned By Decedent, Owned By Decedent, Owned By Decedent, Owned By Decedent, Cash And Undeposited Checks On, All Other Personal Property See, Real Estate Willed To The Estate, proceeds of sale for each parcel, Real Estate Willed To The Estate, of each parcel and give fair, TOTAL FROM ADDITIONAL SHEET IF ANY, and SUBTOTAL Costs apply to this total with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

The way to fill in nc estate preliminary inventory form portion 2

3. This next stage is usually easy - complete all of the empty fields in StocksBondsSecurities Jointly, Other Personal Property, Real Estate Except Entireties, and and give fair market value of each in order to complete this process.

and give fair market value of each, StocksBondsSecurities Jointly, and Other Personal Property of nc estate preliminary inventory form

4. All set to proceed to this next segment! Here you will get all of these PART III CLAIMS FOR WRONGFUL DEATH, TOTAL PART II, There retained to ile the action, is not a potential claim for, State And County Or Federal, Telephone No, Case No, Signature Of Fiduciary, Title, Signature Of CoFiduciary If Any, Title, SWORNAFFIRMED AND SUBSCRIBED TO, SWORNAFFIRMED AND SUBSCRIBED TO, Date, and Signature Of Person Authorized To empty form fields to complete.

nc estate preliminary inventory form writing process described (step 4)

As for State And County Or Federal and SWORNAFFIRMED AND SUBSCRIBED TO, be certain that you don't make any errors in this current part. Both of these are thought to be the most significant fields in the page.

5. While you come close to the completion of this document, you will find a few extra requirements that must be met. In particular, Deputy CSC, Assistant CSC, Clerk Of Superior Court, Deputy CSC, Assistant CSC, Clerk Of Superior Court, Date My Commission Expires, Date My Commission Expires, County Where Notarized, County Where Notarized, Notary, SEAL, Notary, SEAL, and AOCE Side Two Rev should all be filled out.

Part # 5 in submitting nc estate preliminary inventory form

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