AOC-E-207 — Final Account & Petition to Close Estate

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01 ATTORNEY INFORMATION

ATTORNEY NAME *

NC BAR NO. *

LAW FIRM / ORGANIZATION

ADDRESS *

PHONE *

FAX

EMAIL *

02 ESTATE INFORMATION

ESTATE NAME *

ESTATE FILE NUMBER *

COUNTY *

03 ADMINISTRATION INFORMATION

EXECUTOR / ADMINISTRATOR NAME *

DATE OF APPOINTMENT *

DATE OF DECEDENT'S DEATH *

TYPE OF ADMINISTRATION

04 LIFETIME TOTALS (ENTIRE ADMINISTRATION)

TOTAL RECEIPTS — LIFETIME OF ADMINISTRATION *

Enter the total of ALL receipts since appointment, including inventory value

TOTAL DISBURSEMENTS — LIFETIME OF ADMINISTRATION *

BALANCE ON HAND (AUTO-CALCULATED)

$0.00

05 DISTRIBUTIONS TO HEIRS / DEVISEES

TOTAL DISTRIBUTIONS $0.00

06 REMAINING DEBTS AND OBLIGATIONS

ANY UNPAID DEBTS REMAINING?

07 CERTIFICATIONS

The creditor claim period has expired (90 days from date of first publication of notice to creditors under G.S. 28A-14-1).

All applicable federal and state income tax returns, estate tax returns, and inheritance tax returns have been filed and all taxes have been paid or provided for.

If the estate included real property, all deeds transferring title to the heirs or devisees have been or will be recorded in the Register of Deeds office.

The undersigned Executor/Administrator certifies that this is a true and accurate final account of the administration of the estate, and petitions the Court to approve this account and discharge the Executor/Administrator from further responsibility.

FILING COUNTY

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WHEN CAN YOU CLOSE THE ESTATE

All debts of the decedent have been paid or otherwise resolved
All federal and state taxes filed and paid (or bond posted)
Creditor claim period has expired — 90 days from first publication
All estate assets have been distributed to heirs or devisees
Any real property has been conveyed by executor's deed and recorded
Final account approved by the Clerk of Superior Court

AFTER THE CLERK APPROVES

Clerk issues a formal Order and Judgment closing the estate
Executor/Administrator is discharged from further liability
Surety (if any bond was posted) is released
Keep all estate records for at least 3 years after closing
Executor is personally liable for distributions to wrong parties

STATUTORY REFERENCE

G.S. 28A-23-1Final account and closing

G.S. 28A-14-1Notice to creditors

G.S. 28A-21-1Accounting requirements

AOC-E-207Petition to Close Estate

AOC-E-207 — Final Account and Petition to Close Estate

⚡ AUTO-FILL FROM CLIO

WHEN CAN YOU CLOSE THE ESTATE

AFTER THE CLERK APPROVES

STATUTORY REFERENCE