NORTH CAROLINA ADMINISTRATIVE OFFICE OF THE COURTS

AOC-SP-201 — Guardian's Inventory

Fill in the ward's estate information and download a court-ready SP-201 Inventory PDF instantly. Free. No account required. G.S. 35A-1261.
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01 GUARDIAN INFORMATION
02 WARD & CASE INFORMATION
03 SECTION A — REAL PROPERTY
PROPERTY 1
$0.00
PROPERTY 2
$0.00
PROPERTY 3
$0.00
$0.00
04 SECTION B — PERSONAL PROPERTY: FINANCIAL ACCOUNTS
ACCOUNT 1
ACCOUNT 2
ACCOUNT 3
$0.00
05 SECTION B — PERSONAL PROPERTY: OTHER ITEMS
ITEM 1
ITEM 2
ITEM 3
$0.00
06 SECTION C — BUSINESS INTERESTS
INTEREST 1
INTEREST 2
$0.00
07 TOTAL ESTATE VALUE & CERTIFICATION
$0.00
FILING COUNTY
— Select above —

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STATUTORY REFERENCE

G.S. 35A-1261Inventory required
G.S. 35A-1262Filing deadline: 90 days
G.S. 35A-1263Clerk review of inventory
G.S. 35A-1264Annual accounts required

FILING REQUIREMENTS

  • Inventory must be filed within 90 days of appointment as guardian of the estate
  • File with the Clerk of Superior Court in the county where the guardianship is pending
  • The Clerk reviews the inventory and may require additional information
  • Use estimated fair market values as of the date of appointment
  • Attach supporting documentation (bank statements, appraisals) to the filing

WHAT TO INCLUDE

  • All real property owned by the ward anywhere
  • All bank accounts, CDs, money market accounts
  • Stocks, bonds, mutual funds, retirement accounts
  • Vehicles, jewelry, and personal property of value
  • Business interests, partnerships, LLCs
  • Accounts receivable, notes payable to ward

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