Estate Inventory Worksheet For 2023

State:
North Carolina
Control #:
NC-E-505
Format:
PDF
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Description

Inventory For Decedent's Estate: This is an official form from the North Carolina Administration of the Courts (AOC), which complies with all applicable laws and statutes. USLF amends and updates the forms as is required by North Carolina statutes and law.


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FAQ

Generally speaking, assets not accounted for by the estate plan include the following: Pension plans. Savings bonds. Living trust assets. 401 (k) accounts. Savings accounts (in select circumstances)

The inventory of a decedent's estate should include a comprehensive list of all assets and their estimated values. This should cover both real property (land and buildings), and personal property (movable possessions like a vehicle).

Generally speaking, assets not accounted for by the estate plan include the following: Pension plans. Savings bonds. Living trust assets. 401 (k) accounts. Savings accounts (in select circumstances)

This inventory must include all of the decedent's (i) personal estate under your supervision and control, (ii) interest in any multiple party account (which is defined in Part 2) in any financial institution, (iii) real estate over which you have a power of sale, and (iv) other real estate that is an asset of the ...

An estate asset is property that was owned by the deceased at the time of death. Examples include bank accounts, investments, retirement savings, real estate, artwork, jewellery, a business, a corporation, household furnishings, vehicles, computers, smartphones, and any debts owed to the deceased.

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Estate Inventory Worksheet For 2023