Inventario Del Patrimonio 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.

Inventario Del Patrimonio 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:

Atticus Fast Facts About Inventario Del Patrimonio Del Difunto

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Inventario Del Patrimonio 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 relevant probate statute or North Carolina laws related to this form include: 28A-15-2, 28A-20-1

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 North Carolina’s Form AOC-E-505 - Inventario Del Patrimonio Del Difunto up to date, certain details can change from time-to-time with little or no communication.

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-505, 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-505 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-505 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 Inventario Del Patrimonio 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?

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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-505 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-505, and when in doubt— consult a qualified trust & estates lawyer for that area.

Inventario Del Patrimonio 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-505 - Inventario Del Patrimonio 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.

Inventario Del Patrimonio 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.

Here’s the text, verbatim, that is found on North Carolina Form AOC-E-505 - Inventario Del Patrimonio 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-505 Spanish, page 1 of 3, Rev. 5/19 © 2019 Administrative Office of the Courts AOC-E-505 español, página 1 de 3, rev 5/19 © 2019 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-505 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-505. File No. Nro. de expediente STATE OF NORTH CAROLINA EL ESTADO DE CAROLINA DEL NORTE County Condado de In The General Court Of Justice Superior Court Division Before The Clerk En los Tribunales de Justicia del Fuero Común Sección del Tribunal Superior Ante el Secretario INVENTORY FOR DECEDENT’S ESTATE INVENTARIO DEL PATRIMONIO DEL DIFUNTO G.S. 28A-15-2, 28A-20-1 Artículo 28A-15-2, 28A-20-1 de la ley (Over) (Continúe) IN THE MATTER OF THE ESTATE OF EN EL ASUNTO DEL PATRIMONIO DE Name Of Decedent Nombre del difunto IMPORTANT: File within three (3) months after qualifying. Itemize and give values as of date of decedent’s death. Continue on additional sheet if necessary. IMPORTANTE: Presente este inventario a más tardar tres (3) meses después de ser habilitado. Desglose los bienes e incluya su valor a la fecha del fallecimiento del difunto. Siga en hojas adicionales en caso necesario. I, the undersigned personal representative, being duly sworn, say that to the best of my knowledge the following is a just, true, and perfect inventory of all the real and personal property of the decedent named above, which has come into my hands or into the hands of any person for me as personal representative of the estate. Yo, el albacea abajo firmante, bajo protesta de decir verdad, declaro que a mi leal saber y entender lo que sigue es una lista correcta, cierta y perfecta del inventario de todos los bienes muebles e inmuebles del difunto arriba nombrado, los cuales han llegado a mí o a alguna persona por mí como albacea del patrimonio. PART I. PROPERTY OF THE ESTATE PARTE I. BIENES HEREDITARIOS 1. Accounts In Sole Name Of Decedent (List bank, etc., each account no., and balance.) Cuentas a nombre exclusivo del difunto (Enumere banco, etc., cada nro. de cuenta y saldo.) 2. Joint Accounts Without Right Of Survivorship (List bank, etc., each account no., balance, and joint owners.) Cuentas conjuntas sin derecho de supervivencia (Enumere banco, etc., cada nro. de cuenta, saldo y cotitulares.) 3. Stocks And Bonds In Sole Name Of Decedent Or Jointly Owned Without Right Of Survivorship (Identify each type of security and give market value of all securities of that type, e.g., 100 shares of XYZ Corp. common stock at 37-1/4...$3,725.) Acciones y bonos a nombre exclusivo del difunto o de propiedad conjunta sin derecho de supervivencia (Identifique cada tipo de valor e incluya el valor de mercado de todos los valores de ese tipo, por ej., 100 acciones de la corp. XYZ, acciones ordinarias a 37-1/4...$3,725.) VALUE VALOR APROXIMADO $ % Owned By Decedent % perteneciente al difunto % Owned By Decedent % perteneciente al difunto % Owned By Decedent % perteneciente al difunto % Owned By Decedent % perteneciente al difunto % Owned By Decedent % perteneciente al difunto % Owned By Decedent % perteneciente al difunto AOC-E-505 Spanish, page 2 of 3, Rev. 5/19 © 2019 Administrative Office of the Courts AOC-E-505 español, página 2 de 3, rev 5/19 © 2019 Oficina Administrativa de los Tribunales POR FAVOR LLENE LA VERSIÓN EN INGLÉS DE ESTE FORMULARIO (Over) (Continúe) % Owned By Decedent % perteneciente al difunto % Owned By Decedent % perteneciente al difunto 4. Cash And Undeposited Checks On Hand Efectivo y cheques no depositados en mano 5. All Other Personal Property (e.g., vehicles, household furnishings, farm products, equipment, tools) Todos los demás bienes muebles (por ej., vehículos, enseres domésticos, productos agrícolas, equipo, herramientas) 6. Real Estate Willed To The Estate, Directed By The Will To Be Sold, And Sold (Attach legal description and proceeds of sale for each parcel.) Bienes inmuebles dejados en herencia al patrimonio, que el testamento ordena que se vendan, y vendidos (Incluya una descripción legal y las ganancias de la venta para cada parcela.) 7. Real Estate Willed To The Estate, Directed By The Will To Be Sold, And Not Sold (Attach legal description of each parcel and give fair market value at date of death.) Bienes inmuebles dejados en herencia al patrimonio, que el testamento ordena que se vendan, y no vendidos (Incluya una descripción legal y escriba el valor justo de mercado a la fecha de fallecimiento.) 8. There is is not a pending lawsuit that involves the decedent. Hay No hay una(ninguna) demanda pendiente en la que está(é) involucrado el difunto. $ $ $ ADDITIONAL AMOUNT CARRIED OVER FROM ATTACHMENT (if applicable) SUMA ADICIONAL TRANSFERIDA DE LAS HOJAS INCLUIDAS (si corresponde) TOTAL PART I. (Costs apply to this total) TOTAL DE LA PARTE I. (Los costos aplican a este total) PART II. PROPERTY WHICH CAN BE ADDED TO ESTATE IF NEEDED TO PAY CLAIMS PARTE II. BIENES QUE SE PUEDEN AGREGAR AL PATRIMONIO EN CASO DE NECESITARLOS PARA PAGAR RECLAMACIONES 1. Joint Accounts With Right Of Survivorship (List each account; give names of other joint owners and total amount on deposit in each account; attach copy of deposit contract/signature card unless already attached to application.) Cuentas conjuntas con derecho de supervivencia (Enumere cada cuenta; escriba los nombres de los cotitulares y el saldo total en la cuenta; incluya una copia del contrato de depósito o la tarjeta de firma a menos que ya haya sido incluida en la solicitud.) VALUE VALOR APROXIMADO $ AOC-E-505 Spanish, page 3 of 3, Rev. 5/19 © 2019 Administrative Office of the Courts AOC-E-505 español, página 3 de 3, rev 5/19 © 2019 Oficina Administrativa de los Tribunales POR FAVOR LLENE LA VERSIÓN EN INGLÉS DE ESTE FORMULARIO 2. Stocks/Bonds/Securities Jointly Owned With Right Of Survivorship Or Registered In Beneficiary Form And Automatically Transferable On Death (Identify each type of security and give market value of all securities of that type, e.g., 100 shares of XYZ Corp. common stock at 37-1/4...$3,725.) Acciones / bonos / valores de cotitularidad con derecho de supervivencia o registrados con el beneficiario nombrado en el certificado e automáticamente transferibles en caso de fallecimiento (Identifique cada tipo de valor e incluya el valor de mercado de todos los valores de ese tipo, por ej., 100 acciones de la corp. XYZ, acciones ordinarias a 37-1/4...$3,725.) 3. Other Personal Property Recoverable (G.S. 28A-15-10) Otros bienes muebles que se pueden restituir al patrimonio (art. 28A-15-10 de la ley) 4. Real Estate Except Entireties Property, Life Estate And Real Estate Willed To Estate (List legal description and give fair market value of each parcel of decedent’s interest at date of death.) Bienes inmuebles salvo los de tenencia conjunta entre cónyuges, los derechos de propiedad vitalicios y los bienes inmuebles dejados en herencia al patrimonio (Escriba la descripción legal y el valor justo de mercado del interés de cada parcela del difunto a la fecha de su fallecimiento.) PART III. CLAIMS FOR WRONGFUL DEATH PARTE III. DEMANDAS POR MUERTE POR NEGLIGENCIA TOTAL PART II. TOTAL DE LA PARTE II. $ There is is not a potential claim for wrongful death arising under G.S. 28A-18-2. The following attorney, if any, has been retained to file the action, and the civil action, if any, has been filed in the following court or jurisdiction: Hay No hay una posible demanda por muerte por negligencia derivada del artículo 28A-18-2 de la ley. El abogado abajo, si lo hubiera, ha sido contratado para entablar la acción, y la acción civil, en su caso, ha sido interpuesta en el siguiente tribunal o jurisdicción: Name And Address Of Attorney Nombre y dirección del abogado State And County Or Federal District Court Jurisdiction Estado y condado o jurisdicción del tribunal federal de distrito Telephone No. Nro. telefónico Case No. Nro. de expediente Signature Of Fiduciary Firma del fiduciario Title Cargo Signature Of Co-Fiduciary, If Any Firma del cofiduciario, si lo hubiere Title Cargo SWORN/AFFIRMED AND SUBSCRIBED TO BEFORE ME DECLARADO SOLEMNEMENTE Y SUSCRITO ANTE MÍ SWORN/AFFIRMED AND SUBSCRIBED TO BEFORE ME DECLARADO SOLEMNEMENTE Y SUSCRITO ANTE MÍ Date (mm/dd/yyyy) Fecha (mes/día/año) Date (mm/dd/yyyy) Fecha (mes/día/año) Signature Of Person Authorized To Administer Oaths Firma de la persona autorizada para tomar juramentos Signature Of Person Authorized To Administer Oaths Firma de la persona autorizada para tomar juramentos Deputy CSC Assistant CSC Clerk Of Superior Court Actuario auxiliar del TS Actuario asistente del TS Secretario del Tribunal Superior Deputy CSC Assistant CSC Clerk Of Superior Court Actuario auxiliar del TS Actuario asistente del TS Secretario del Tribunal Superior Notary Fedatario SEAL SELLO Date My Commission Expires (mm/dd/yyyy) Fecha en que vence mi comisión (mes/día/año) Date My Commission Expires (mm/dd/yyyy) Fecha en que vence mi comisión (mes/día/año) Notary Fedatario SEAL SELLO County Where Notarized Condado en que se notarizó County Where Notarized Condado en que se notarizó