North Carolina Probate Form AOC-E-203

Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto,

Everything you need to know about North Carolina Form AOC-E-203, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related NC probate forms.

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About Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto,

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto, is a commonly used form within North Carolina. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

View Form AOC-E-203

NC Form AOC-E-203, which may also referred to as Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto,, is a probate form in North Carolina. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto,

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto,:

  • This form pertains to the State of North Carolina

  • The current version of this form was last revised on September 3, 2021

  • The official North Carolina source for this form is here.

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about ’s Form AOC-E-203 - Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto, up to date, certain details can change from time-to-time with little or no communication.

How to file Form AOC-E-203

Step 1 - Download the correct North Carolina form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some North Carolina probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form AOC-E-203, take a break, and then review. Probate and estate settlement processes in NC are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form AOC-E-203 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form AOC-E-203 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto, to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto, is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in North Carolina.

5 reasons you should submit AOC-E-203 as quickly as possible:

  1. The sooner you begin, the faster North Carolina can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in North Carolina. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of North Carolina is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for North Carolina probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local North Carolina probate clerk or court for exact answers regarding Form AOC-E-203, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form AOC-E-203 Online

Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto, is one of the many probate court forms available for download through Atticus.

It may also be available through some North Carolina probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within North Carolina.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form AOC-E-203 - Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto, f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the North Carolina probate court office.

Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto, is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any North Carolina-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

View Form AOC-E-203

NC Form AOC-E-203, which may also referred to as Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto,, is a probate form in North Carolina. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form AOC-E-203 - Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto, is a probate form in North Carolina.

  • North Carolina has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in North Carolina.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in North Carolina, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto,

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form AOC-E-203

Here’s the text, verbatim, that is found on North Carolina Form AOC-E-203 - Instrucciones Para El Inventario Preliminar En El Lada Dos De La Declaración Jurada Para Recolectar Bienes Muebles Del Difunto,. You can use this to get an idea of the context of the form and what type of information is needed.

AOC-E-203 Instructions Spanish, page 1 of 4, Rev. 1/12 © 2012 Administrative Office of the Courts AOC-E-203 Instrucciones, español, página 1 de 4, rev. 1/12 © 2012 Oficina Administrativa de los Tribunales POR FAVOR LLENE LA VERSIÓN EN INGLÉS DE ESTE FORMULARIO NOTE: THIS FORM IS FOR INFORMATIONAL PURPOSES ONLY. DO NOT COMPLETE THIS FORM FOR FILING. USE THE ENGLISH VERSION OF THE AOC-E-203 INSTRUCTIONS INSTEAD. SÍRVASE NOTAR: ESTE FORMULARIO SÓLO SE DISPONE PARA FINES INFORMATIVOS. NO LO DEBE PRESENTAR EN EL TRIBUNAL, SINO QUE DEBE LLENAR Y PRESENTAR LA VERSIÓN EN INGLÉS DEL FORMULARIO AOC-E-203 INSTRUCCIONES. INSTRUCTIONS FOR PRELIMINARY INVENTORY ON SIDE TWO OF AFFIDAVIT FOR COLLECTION OF PERSONAL PROPERTY OF DECEDENT, FORMS AOC-E-203A and AOC-E-203B, Rev. 1/12 INSTRUCCIONES PARA EL INVENTARIO PRELIMINAR EN EL LADO DOS DE LA DECLARACIÓN JURADA PARA RECOLECTAR BIENES MUEBLES DEL DIFUNTO, FORMULARIOS AOC-E-203A y AOC-E-203B, Rev. 1/12 (Over) (Continúe) THE CLERK IS THE JUDGE OF PROBATE AND CANNOT PRACTICE LAW OR GIVE LEGAL ADVICE. ACCORDINGLY, THE CLERK’S STAFF CANNOT HELP YOU FILL OUT THIS FORM. PARTS OF THIS FORM ARE SELF-EXPLANATORY. HOWEVER, FOR ANY NECESSARY ASSISTANCE, YOU SHOULD CONSULT AN ATTORNEY. EL SECRETARIO DEL TRIBUNAL ES EL JUEZ SUCESORIO Y NO PUEDE EJERCER EL DERECHO NI DAR ASESORÍA JURÍDICA. POR LO TANTO, EL PERSONAL DEL SECRETARIO NO LE PUEDE AYUDAR A LLENAR ESTE FORMULARIO. HAY PARTES DE ESTE FORMULARIO QUE SON FÁCILES DE ENTENDER. SIN EMBARGO, SI NECESITA AYUDA, DEBERÍA CONSULTAR CON UN ABOGADO. Affidavit For Collection Of Personal Property Of Decedent, Forms AOC-E-203A and AOC-E-203B, Rev. 1/12 Declaración jurada para recolectar bienes muebles del difunto, formularios AOC-E-203A y AOC-E-203B, Rev. 1/12 Whether or not the decedent left a will, and regardless of the value of any real property owned by the decedent, if 1) the value of the decedent’s personal property, less liens and encumbrances (and less the spousal allowance under G.S. 30-15 for a decedent dying on or after 1/1/12), does not exceed $20,000 ($30,000 if the surviving spouse is the sole heir or devisee of the decedent), and 2) at least 30 days have passed since the date of death without anyone qualifying as personal representative, the estate may be administered by affidavit as a small estate pursuant to G.S. 28A-25-1 and G.S. 28A-25- 1.1. An executor named in the will, an heir, devisee or creditor of the estate, with the approval of the Clerk of Superior Court, may file the necessary affidavit using this form, and thereby qualify as collector by affidavit of the estate. Side Two of the form contains a preliminary listing of the assets of the estate. This part of the form is intended as a preliminary report to the clerk, heirs and creditors of the nature and probable value of the property, real and personal, wherever located, owned by the decedent as of the date of death. Aunque el difunto no haya dejado un testamento e independientemente del valor de cualquier bien inmueble propiedad del difunto, si 1) el valor de los bienes muebles del difunto, menos las cargas y los gravámenes (y menos la asignación conyugal según el artículo 30-15 de la ley para una persona que falleció a partir del 1/1/12), no supera los $20,000 ($30,000 si el cónyuge supérstite es el único heredero o legatario del difunto), y 2) han pasado al menos 30 días de la fecha del fallecimiento sin que ninguna persona haya sido habilitada como albacea (“representante personal”), el patrimonio puede administrarse por medio de una declaración jurada como patrimonio de menor cuantía de conformidad con los artículos 28A-25-1 y 28A-25-1.1 de la ley. Un albacea nombrado en el testamento, un heredero, un legatario o acreedor del patrimonio, con la aprobación del actuario del Tribunal Superior, puede presentar la declaración jurada necesaria con este formulario, y así ser habilitado como colector del patrimonio por declaración jurada. El lado dos del formulario contiene una lista preliminar de los activos del patrimonio. El objetivo de esta parte del formulario es ser un informe preliminar para el secretario, los herederos y los acreedores de la naturaleza y el valor probable de la propiedad, mueble e inmueble, donde sea que se encuentre, propiedad del difunto a la fecha de su fallecimiento. General Instructions: Instrucciones generales: Type or print neatly in black ink. Escriba claramente a máquina o en letra de imprenta con tinta negra. All values reported should be the fair market value of the item as of the date of death. If there is not sufficient space on this form, continue on a separate attachment. Todos los valores presentados deberían ser el valor justo del mercado del artículo a la fecha del fallecimiento. Si no hay suficiente espacio en este formulario, continúe en un documento adjunto separado. Except where instructed to itemize, you should report in a lump sum the estimated total value of all property in each category. A complete itemization and valuation of decedent’s property must be listed on the final Affidavit Of Collection, Disbursement and Distribution form (AOC-E-204) and filed with the clerk within three months after the filing of the initial affidavit (AOC-E-203A and AOC-E-203B). Excepto en los casos en los que se le indique detallar, debería presentar en una suma global el valor total aproximado de todos los bienes en cada categoría. La información detallada y de valoración completa de los bienes del difunto se debe incluir en el formulario final, la Declaración jurada de recolección, desembolso y distribución (AOC-E-204), y se debe presentar al secretario a más tardar tres meses después de haber presentado la declaración jurada inicial (AOC-E-203A y AOC-E-203B). ● “Account” includes accounts in banks, savings and loans and other financial institutions, including money market accounts with brokerage houses or similar institutions. “Cuenta” incluye cuentas en bancos, entidades de ahorros y préstamos, así como otras instituciones financieras, incluidas cuentas de mercado de dinero con casas de bolsa o instituciones similares AOC-E-203 Instructions Spanish, page 2 of 4, Rev. 1/12 © 2012 Administrative Office of the Courts AOC-E-203 Instrucciones, español, página 2 de 4, rev. 1/12 © 2012 Oficina Administrativa de los Tribunales POR FAVOR LLENE LA VERSIÓN EN INGLÉS DE ESTE FORMULARIO (Over) (Continúe) ● “Joint Account With Right Of Survivorship” is an account in the name of two or more persons in which the deposit agreement (1) is signed by all parties and (2) expressly provides that, upon the death of one of the joint depositors, the interest of the decedent passes to the survivor(s). Any joint account which is not “with right of survivorship” is a joint account without right of survivorship. “Cuenta conjunta con derecho de supervivencia” es una cuenta a nombre de dos o más personas en la que (1) todas las partes firman un acuerdo de depósito y (2) dicho acuerdo establece expresamente que, en caso de fallecimiento de uno de los depositantes, el interés del difunto pasa al(los) superviviente(s). Toda cuenta conjunta que no tenga “derecho de supervivencia” es una cuenta conjunta sin derecho de supervivencia. ● “Stocks Or Bonds With Right Of Survivorship” are securities in which the certificate clearly states that upon the death of one of the joint owners the interest of the decedent passes to the survivor(s). Any jointly owned security which is not owned “with right of survivorship,” is owned without right of survivorship. “Acciones o bonos con derecho de supervivencia” son valores cuyo certificado claramente establece que en caso de fallecimiento de uno de los cotitulares, el interés del difunto pasa al(los) superviviente(s). Todo valor conjunto cuya titularidad no tenga “derecho de supervivencia” tiene titularudad sin derecho de supervivencia. ● “Securities Registered In Beneficiary Form” means stocks, bonds, or other securities officially registered with the issuer of the security indicating the current owner of the security and the person who will automatically become the new owner of the security upon the death of the owner.” (See G.S. 41-40 et. seq.) “Valores registrados con beneficiario” quiere decir acciones, bonos u otros valores registrados oficialmente con el emisor de los mismos que indican al titular actual del valor y a la persona que automáticamente se convertirá en el titular nuevo del valor en caso del fallecimiento del dueño”. (Véase el art. 41-40 y sigs.) PART I. PROPERTY OF THE ESTATE PARTE I. BIENES HEREDITARIOS 1. Deposits In Sole Name Of Decedent - For each account, list the name of the institution, the account number and the balance on the date of death. Depósitos a nombre exclusivo del difunto - Para cada cuenta, escriba el nombre de la institución, el número de cuenta y el saldo en la fecha del fallecimiento. 2. Joint Accounts Without Right Of Survivorship - For each account, list the name of the institution, the account number, and the name(s) of the other joint owner(s). If the percentage owned by the decedent can be determined, report that percentage and the value of that percentage. If the percentage owned by the decedent is unclear, report the percentage as 100%, and list the total amount on deposit on the date of death. A copy of the signature card or depository contract should be attached either to this form or the final Affidavit Of Collection, Disbursement And Distribution (AOC-E-204). Cuentas conjuntas sin derecho de supervivencia - Para cada cuenta, escriba el nombre de la institución, el número de cuenta y el nombre de cada uno de los cotitulares. Si se puede determinar el porcentaje que le pertenece al difunto, declare ese porcentaje con el valor de ese porcentaje. Si el porcentaje del difunto no es claro, declare el porcentaje como el 100 % y escriba el monto total de la cuenta en la fecha del fallecimiento. Una copia de la tarjeta de firma o del contrato depositario debería acompañar a este formulario o a la última Declaración jurada de recolección, desembolso y distribución. (AOC-E-204). 3. Stocks And Bonds In Sole Name Of Decedent Or Jointly Owned Without Right Of Survivorship - If the percentage owned by the decedent can be determined, report that percentage and the value, in a lump sum, of that percentage. If the percentage owned is unclear, report the percentage as 100%, and list the total value, in a lump sum, of all such stocks and bonds. A detailed itemization of these assets must be reported in the final Affidavit Of Collection, Disbursement And Distribution (AOC-E-204). Acciones y bonos a nombre exclusivo del difunto o de cotitulares sin derecho de supervivencia - Si se puede determinar el porcentaje que le pertenece al difunto, declare ese porcentaje y el valor, en una suma global, de ese porcentaje. Si el porcentaje del difunto no es claro, declare el porcentaje como el 100 % y escriba el valor total, en una suma global, de todas esas acciones y bonos. Se debe presentar un desglose de estos activos en la última Declaración jurada de recolección, desembolso y distribución (AOC-E-204). 4. through 7. These categories should be self-explanatory. De 4. a 7. Estas categorías deberían ser claras. 8. Interest in Partnership Or Sole Proprietor Businesses - Report all solely owned business interest and all partnerships in which the decedent was a general or limited partner. List the name of the business or partnership, the names of the surviving partners, the decedent’s percentage interest in that partnership, and the value of that partnership interest or business. Interés en sociedad colectiva o en empresa individual - Declare todo el interés de empresa individual y todas las sociedades colectivas en las que el difunto era un socio comanditado o comanditario. Escriba el nombre del negocio o sociedad, los nombres de los socios supervivientes, el porcentaje de participación del difunto en esa sociedad, y el valor de esa participación o negocio. 9. through 11. These categories should be self-explanatory. De 9. a 11. Estas categorías deberían ser claras. 12. Real Estate Willed To The Estate - (NOTE: (a) Real property willed to any person or entity other than the estate must be reported in Part II, Item 5. (b) If any real estate has been willed to the estate, a personal representative must be appointed.) Indicate only real estate which the decedent devised (willed) to his or her estate or to his or her executor in the capacity as executor (not as an individual).Usually, such a devise is accompanied by a direction to sell the real estate and distribute the proceeds as specified in the will. A listing of all such properties, together with an identification or legal description of each parcel or tract should be reported here, using fair market value as of the date of death. Bienes inmuebles dejados al patromonio - (NOTA: (a) Los bienes inmuebles dejados en herencia a cualquier persona o entidad que no sea el patrimonio se deben declarar en el punto 5 de la Parte II). (b) Si se ha dejado al patrimonio algún bien inmueble, se debe nombrar un albacea (“representante personal”)). Solo declare bienes inmuebles que el difunto haya legado (dejado en su testamento) a su albacea testamentario en su calidad como tal (no como persona física). Normalmente, dicho legado va acompañado de una indicación de vender el bien inmueble y distribuir las ganancias según se especifica en el testamento. Aquí se debería declarar una lista de todas las propiedades de este tipo junto con una identificación o descripción legal para cada parcela o extensión, y de su valor justo del mercado a la fecha del fallecimiento. AOC-E-203 Instructions Spanish, page 3 of 4, Rev. 1/12 © 2012 Administrative Office of the Courts AOC-E-203 Instrucciones, español, página 3 de 4, rev. 1/12 © 2012 Oficina Administrativa de los Tribunales POR FAVOR LLENE LA VERSIÓN EN INGLÉS DE ESTE FORMULARIO (Over) (Continúe) 13. Estimated Annual Income Of The Estate - Income of the estate includes, for example, interest on checking and other accounts opened in the name of the estate, dividends and interest on stocks and bonds owned in the name of the estate, and other income to the estate. Income of the estate does not include interest on accounts, or dividends or interest on stocks or bonds, which pass directly to a surviving joint owner. Ingresos anuales aproximados del patrimonio - Los ingresos del patrimonio incluyen, por ejemplo, los intereses de cuentas de cheques y otras cuentas abiertas a nombre del patrimonio, dividendos e interés en acciones y bonos a nombre del patrimonio, y otros ingresos del mismo. Los ingresos del patrimonio no incluyen los intereses de cuentas ni los dividendos o intereses de acciones o bonos que pasan directamente a un cotitular superviviente. PART II. PROPERTY WHICH CAN BE ADDED TO ESTATE IF NEEDED TO PAY CLAIMS PARTE II. PROPIEDAD QUE SE PUEDE AGREGAR AL PATRIMONIO EN CASO QUE SE NECESITE PARA PAGAR RECLAMACIONES This part of the form is used to list certain kinds of property which the decedent owned or in which the decedent had an interest during his or her life time, which are not ordinarily part of the estate, but which may be recovered by the personal representative if the assets of the estate are not sufficient to pay all the debts of the decedent and claims against the estate. Esta parte del formulario se utiliza para enumerar ciertos tipos de bienes propiedad del difunto o en los cuales tenía un interés durante su vida, que por lo general no son parte del patrimonio, pero que el albacea (“representante personal”) los puede restituir al patrimonio si los activos del patrimonio no son suficientes para pagar todas las deudas del difunto y reclamaciones contra el patrimonio. 1. Joint Accounts With Right Of Survivorship Under G.S.41-2.1 - List all joint accounts with right of survivorship. For each account, list the name of the financial institution, the account number, the names of the other joint owners, and the total balance on the date of death. Attach a copy of the signature card or depository contract of each such account to the form or to your final Affidavit Of Collection, Disbursement And Distribution (AOC-E-204). Cuentas conjuntas con derecho de supervivencia según el artículo 41-2.1 - Enumere todas las cuentas conjuntas con derecho de supervivencia. Para cada cuenta, indique la institución financiera, el número de cuenta, los nombres de los cotitulares y el saldo total en la fecha del fallecimiento. Una copia de la tarjeta de firma o del contrato depositario de cada una de estas cuentas debe acompañar a este formulario o a la última Declaración jurada de recolección, desembolso y distribución (AOC-E-204). 2. Stocks/Bonds/Securities Registered In Beneficiary Form Or Jointly Owned With Right Of Survivorship. - A lump sum total of the value of all such stocks or bonds should be reported here. A detailed itemization of these assets must be reported in the final Affidavit Of Collection, Disbursement And Distribution (AOC-E-204). It also includes securities registered in beneficiary form and immediately transferrable on death. Acciones / bonos / valores registrados con el beneficiario nombrado en el certificado o con cotitularidad con derecho de supervivencia - Aquí se debería declarar una suma global total del valor de dichas acciones o bonos. Se debe presentar un desglose de estos activos en la última Declaración jurada de recoleción, desembolso y distribución (AOC-E-204). Esto también incluye valores registrados con el beneficiario y automáticamente transferibles en caso de fallecimiento. 3. Other Personal Property Recoverable Under G.S. 28A-15-10 - This category includes accounts which are called “Trustee Accounts” in the signature card or deposit agreement or in which the decedent otherwise established a “Tentative” or “Totten” trust; securities registered in beneficiary form and automatically transferred on death; property which the decedent gave to someone in contemplation of his or her own death; and property transferred by the decedent, without receiving adequate consideration, with the intent to hinder, delay or defraud his or her creditors. If you believe there may be any property which falls into this category, you may wish to consult an attorney. Otros bienes muebles que se pueden restituir al patrimonio según el artículo 28A-15-10 de la ley - Esta categoría incluye cuentas que se llaman “cuentas en fideicomiso para” en la tarjeta de firma o acuerdo de depósito o en las que el difunto estableció de otra manera un fideicomiso “tentativo” o “Totten”; valores registrados con el beneficiario nombrado y automáticamente transferidos en caso de fallecimiento; bienes que el difunto dio a alguien por causa de su muerte y bienes que el difunto transfirió, sin recibir contraprestación apropiada, con la intención de obstaculizar, retrasar o defraudar a los acreedores del difunto. Si usted cree que puede haber bienes que entran en esa categoría, es posible que vaya a desear consultar con un abogado. 4. Real Estate Owned By The Decedent And Not Listed Elsewhere - (NOTE: Real estate owned by the decedent and spouse as tenants by the entireties should be reported in Part III. Do not report real estate in which the decedent had an interest only for his or her lifetime.) A detailed listing of all other interests in real estate owned by the decedent together with an identification or legal description of each parcel or tract should be reported here using fair market value as of the date of death. Bienes inmuebles propiedad del difunto y no declarados en ningún otro lado - (NOTA: Se deberían declarar los bienes inmuebles de tenencia conjunta entre el difunto y su cónyuge en la Parte III. No declare bienes inmuebles en los que el difunto tenía interés vitalicio solamente.) Aquí se debería declarar una lista detallada de los demás intereses en bienes inmuebles propiedad del difunto junto con una identificación o descripción legal de cada parcela o superficie utilizando el valor justo del mercado al momento del fallecimiento. PART III. OTHER PROPERTY PARTE III. OTROS BIENES This part of the form is used to list certain property, rights and claims which are not administered by the collector by affidavit as part of the decedent’s estate and which the collector cannot generally recover to pay debts of the decedent or claims against the estate. However, this property may be included in the value of the “estate” for state or federal estate tax purposes, or which are listed for the information of heirs and others to whom the property may pass. Esta parte del formulario se utiliza para indicar ciertos bienes, derechos y reclamaciones que no administra el albacea como parte del patrimonio del difunto y que por lo general el albacea no puede restituir al patrimonio para pagar las deudas del difunto ni las reclamaciones contra el patrimonio. Sin embargo, estos bienes se pueden incluir en el valor del “patrimonio” con fines relacionados con impuestos estatales o federales sobre sucesiones, o que están enumerados para información de los herederos u otros a los que puedan pasar los bienes. AOC-E-203 Instructions Spanish, page 4 of 4, Rev. 1/12 © 2012 Administrative Office of the Courts AOC-E-203 Instrucciones, español, página 4 de 4, rev. 1/12 © 2012 Oficina Administrativa de los Tribunales POR FAVOR LLENE LA VERSIÓN EN INGLÉS DE ESTE FORMULARIO 1. Entireties Real Estate - Indicate whether or not there is real estate jointly owned by the decedent and his or her surviving spouse as tenants by the entireties. Bienes inmuebles de tenencia conjunta entre cónyuges - Indique si el difunto y el cónyuge supérstite tienen algún bien inmueble de tenencia conjunta entre cónyuges. 2. Insurance, Retirement Plan, IRA, Etc., Payable To Persons Other Than the Estate - This category includes all life insurance proceeds, death benefits under pension and retirement plans, and the balance remaining in IRA, 401(k) and other similar accounts which, at the death of the decedent, pass to a beneficiary other than the estate. Seguros, planes de jubilación, planes personales de ahorros para la jubilación (IRA), anualidades, etc., pagaderos a un beneficiario - Esta categoría incluye todos los productos de seguro de vida, beneficios al fallecimiento en virtud de una pensión y planes de jubilación, el saldo restante en los IRA y 401(k) y en otras cuentas similares que, a la muerte del difunto, se transimiten a un beneficiario y no al patrimonio. SIGNATURE - All applicants must sign. The signature of each must be separately notarized before a notary public or acknowledged before the clerk, assistant, or deputy. FIRMA - Todos los solicitantes deben firmar. La firma de cada uno se debe notarizar por separado ante un notario público o ser reconocida ante el secretario del tribunal, o su asistente o auxiliar.

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What To Do when Someone Dies - The 2022 Checklist

Losing a loved one isn't just hard emotionally, it also means filling out a ton of forms & paperwork. Here's what to do next.

Ben Hopf

Ben Hopf