FORMVANA™ · NC ESTATE FORMS
← ALL FORMS
01
ATTORNEY INFORMATION
02
ESTATE INFORMATION
03
EXECUTOR / ADMINISTRATOR
04
ASSETS AT BEGINNING OF PERIOD
For first annual account, this is the inventory value of all estate assets.
05
RECEIPTS DURING PERIOD
TOTAL RECEIPTS
$0.00
06
DISBURSEMENTS DURING PERIOD
TOTAL DISBURSEMENTS
$0.00
07
ASSETS AT END OF PERIOD
ASSETS AT BEGINNING OF PERIOD
$0.00
PLUS: TOTAL RECEIPTS
$0.00
LESS: TOTAL DISBURSEMENTS
$0.00
ASSETS ON HAND AT END OF PERIOD
$0.00
08
CERTIFICATION
FILING COUNTY
— Not Selected —
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CONNECT CLAWDE →ANNUAL ACCOUNT REQUIREMENTS
- Annual account due each year on the anniversary of your appointment
- Final account filed when estate is ready to close — use E-207 for final
- Clerk of Superior Court reviews and approves each account
- All heirs and interested parties must receive a copy
- Failure to file an account = contempt of court (G.S. 28A-21-3)
- Keep ALL receipts and records for Clerk's review
WHAT COUNTS AS DISBURSEMENTS
- Funeral and burial expenses
- Debts and obligations of the decedent
- Attorney fees and court costs
- Federal and state taxes
- Real property taxes
- Distributions to heirs (only in final account)
- Attorney fees are a proper estate disbursement
AUTHORITY & REFERENCES
G.S. 28A-21-1
Annual accounts required
G.S. 28A-21-2
Content of accounts
G.S. 28A-21-3
Penalty for failure to account
AOC-E-205
Annual/Final Account form