Important North Carolina Probate Forms
Executors must maintain records of accounting and other required documentation as part of their administrative duties. Failing to do so might result in estate administration errors, and related damages or losses may be personally held against the executor. While every estate is unique and some estates involve assets with unusual tax or reporting requirements, most probate estates in North Carolina typically involve an assortment of common forms.
Applications for Authority to Administer the Estate
- Application for Probate and Letters – For the executor named in or other qualified individual applying to administer the estate of a decedent who had a will.
- Application for Letters of Administration (Form AOC-E-202) – For personal representatives or administrators serving where the decedent did not have a will.
- Affidavit of Domicile – Proves the decedent’s state of residence.
- Affidavit for Collection of Personal Property of Decedent (Form AOC-E-203A) – May be used to administer certain small estates.
- Affidavit of Notice to Creditors (Form AOC-E-307)
- When the personal representative is not a North Carolina resident
- When heirs are under 18 years of age
- Contesting a will
- Open safe deposit box
- Reopen the estate (after probate is closed)
- Form 706, Federal Estate Tax Return
- Form 1041, Income Tax Return for Estates
- Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent
Gathering the necessary forms is only part of the administrative process. The executor must ensure these forms are error-free and filed timely. Individuals settling estates in North Carolina can schedule a meeting with a probate attorney to review forms and discuss tax implications.
