Get State Of North Carolina - Forms

This guide provides step-by-step instructions for completing the STATE OF NORTH CAROLINA - Forms online. Whether you are a personal representative or someone assisting with estate matters, this guide will help clarify the process for a smooth experience.

Follow the steps to fill out the form effectively.

1. Click ‘Get Form’ button to initiate the process of obtaining the form and open it in the editor.
2. Begin by filling in the file number at the top of the form. This should be completed accurately to ensure proper processing.
3. In the first section, 'In the Matter of the Estate of', provide the name of the decedent. This identifies whose estate you are representing.
4. Complete the 'Inventory for Decedent's Estate' section, ensuring to itemize all the property owned by the decedent. This includes accounts in their sole name, joint accounts, stocks, bonds, cash, and other personal property.
5. List each account type under 'Accounts In Sole Name Of Decedent' along with the corresponding account number and current balance. Be sure to provide values as of the date of the decedent's death.
6. Continue with 'Joint Accounts Without Right Of Survivorship', providing details about joint accounts and ownership percentages.
7. For 'Stocks And Bonds In Sole Name Of Decedent Or Jointly Owned', identify the types of securities and their respective market values.
8. Fill out the cash and undeposited checks on hand by stating the total amount.
9. If there is additional property to list, continue on additional sheets and provide a total in the specified section.
10. Complete 'Real Estate Willed To The Estate' by indicating if the property has been sold and providing fair market values.
11. If applicable, indicate any potential 'Claims For Wrongful Death' and provide details of any attorney retained.
12. Review all entries for accuracy and completeness. Ensure both personal representatives provide their signatures.
13. Once the form is complete, save your changes, download the document, and prepare to print or share it as needed.

Complete your documents online for a seamless experience.