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STATE OF NORTH CAROLINAFile No.In The General Court Of Justice Superior Court Division Before The ClerkCounty NameIN THE MATTER OF THE ESTATE OFACCOUNTFINALANNUALDeceasedMinorAdult WardTrust G.S.

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How to fill out the NC AOC-E-506 online

The NC AOC-E-506 form is a crucial document for managing estate accounting in North Carolina. This guide provides a clear and systematic approach to assist you in completing the form effectively, ensuring accuracy throughout the process.

Follow the steps to fill out the NC AOC-E-506 with ease.

  1. Click 'Get Form' button to obtain the form and open it in the editing interface.
  2. Enter the file number and the name of the county at the top of the form.
  3. Fill in the name of the decedent and select the appropriate type of account: final or annual, minor or adult ward, or trust.
  4. Provide the date of death and indicate the accounting period by specifying the starting and ending dates.
  5. In Part I, summarize the estate's financial activities: list subtotals, total receipts from the reverse part, and calculate total assets while considering disbursements and distributions.
  6. If completing an annual account, move to Part II to report the balance held or invested, detailing amounts in banks, securities, and personal property.
  7. Complete Parts III, IV, and V by detailing receipts, disbursements, and distributions respectively, ensuring you provide adequate documentation for each transaction.
  8. Review all entries for accuracy before signing. Signatures from the fiduciary and, if applicable, co-fiduciary are required.
  9. Once the form is complete, you can save your changes, download, print, or share the form as needed.

Ensure your estate matters are in order and complete your documents online today.

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