North Carolina Estate Forms Index

1 North Carolina Estate Forms Index The following statement is provided by order of the AOC: AAll official court Forms are reproduced by permission of the North Carolina Administrative Office of the Courts. Each form was current as of the date appearing in the lower left hand corner of Side One of Page One of the form , but is subject to ongoing revision and may not still be current at the time you use this publication.@ Click here for up to date NC Estate Forms @ Click here for Home & More Options @ Atcmt Blank-Pg Attachment Blank full page to add to accounting, etc.

2 Atcmt Disbursements Blank full page to add to accounting, etc. Atcmt Receipts Blank full page to add to accounting, etc. Atcmt Distributions Blank full page to add to accounting, etc. E-100 Application and Assignment Year's Allowance E-101 Deficiency Judgment E-102 Estates Proceedings Summons E-150 Estate Summons for Trust Proceeding / Alias and Pluries Summons E-199 Application for Probate (Without Qualification of a Personal Representative) and Addendum E-200 Renunciation of Right to Qualify for Letters Testamentary or Letters of Administration E-201 Application for Probate and Letters Testamentary or Letters of Administration and E-201-Instructions E-202 Application for Letters of Administration and E-202-Instructions E-203A Affidavit for Collection of Personal Property of Decedent (For Decedents Dying on or Before Dec.)

3 31, 2011) Intestate/Testate E-203B Affidavit for Collection of Personal Property of Decedent (For Decedents Dying on or After Jan 1, 2012) Intestate/Testate E-204 Affidavit of Collection, Disbursement, and Distribution E-205 Application for Letters of Trusteeship Under Will E-206 Application for Letters of Guardianship of the Estate /Limited Guardianship of the Estate / Guardianship of the Person/Limited Guardianship of the Person/General Guardianship/Limited General Guardianship For An Incompetent Person E-207 Inheritance and Estate Tax Certification E-208 Application for the Appointment of Guardian of the Estate /Guardian of the Person/General Guardian for a Minor E-211 Notice of Hearing Appointment of Guardian/Other E-212 Estate Tax Certification (for

4 Decedents dying on or after 1/1/99) E-214 Certificate Of Service (Motion in the Cause to Modify Guardianship) E-300 Affidavit of Subscribing Witnesses for Probate of Will/Codicil to Will E-301 Affidavits for Probate of Will Witness(es) Not Available E-302 Affidavit for Probate of Holographic Will/Holographic Codicil E-304 Certificate of Probate E-307 Affidavit of Notice to Creditors E-308 Affidavit of Notice to Creditors by Limited Personal Representative E-309 Addendum to Application for Probate of Out-Of-State Will or Codicil E-400 Oath E-401 Bond (Corporate Surety) (Side One) / Bond (Personal Sureties) (Side Two)

5 E-402 Order Authorizing Issuance of Letters E-403 Letters E-404 Waiver of Personal Representative's Bond E-405 Notice to Beneficiary E-406 Order on Application for Appointment of Guardian E-407 Letters of Appointment Guardian of the Estate E-408 Letters of Appointment Guardian of the Person E-409 Order on Petition for Appointment of Standby Guardian for Minor E-410 Order on Standby Guardian's Petition for Appointment as Guardian of Minor E-411 Letters Of Appointment Standby General Guardian E-412 Letters Of Appointment Standby Guardian Of The Person E-413 Letters Of Appointment General Guardian E-415 Motion In The Cause To Modify Guardianship E-416 Order On Motion To Modify Guardianship E-417 Letters Of Appointment Limited Guardian Of The Estate E-418 Letters Of Appointment Limited Guardian Of The Person E-419 Letters Of Appointment Limited General Guardian E-420 Letters of Appointment as Limited Personal Representative E-431 Authorization for Payment of Money Owed Decedent E-432 Application For Administration of Payments to Clerk E-433 Application and Order For Modification of Bond E-450

6 Affidavit For Removal Of Personal Property Of Deceased Residential Tenant E-500 Appointment of Resident Process Agent E-501 Notice to File Inventory/Annual Account/Final Account E-502 Order to File Inventory or Account E-503 Order to Appear and Show Cause for Failure to File Inventory/Account E-505 Inventory for Decedent's Estate E-505-w-attachment Inventory for Decedent's Estate E-506 Account Annual/Final E-506-w-attachment Account Annual/Final E-507 Notice E-510 Inventory for Guardianship Estate E-510-w- attachment Inventory for Guardianship Estate E-511 Inventory for Trust Under Will E-520 Inventory of Contents of Safe-Deposit Box E-521 Receipt Partial or Final E-650 Estates Action Cover Sheet E-901M Receipt and Agreement E-902M Civil Contempt Order Failure to File Inventory/Account E-903M Faithful Performance Bond Nonresident Guardian of the Person (Minor or Incompetent)

7 E-904M Order of Summary Administration E-905M Application for Probate and Petition for Summary Administration E-906M Petition for Summary Administration of Estate without a Will E-907M Authorization to Release Funds E-908M Petition and Order to Reopen Estate E-909M Order to Transfer Estate to Closed Files (for statistical purposes) E-910M List of Phase II Distributees SP-100 Special Proceedings Summons / Alias and Pluries Summons SP-101 Partition Proceedings Summons / Alias and Pluries Summons SP-200 Petition For Adjudication Of Incompetence / Motion in the Cause and Order Appointing Guardian Ad Litem SP-201 Notice Of Hearing On (Incompetence or Motion In The Cause)

8 And Order Appointing Guardian Ad Litem SP-202 Order On Petition For Adjudication Of Incompetence SP-203 involuntary Commitment Order Mentally Ill SP-205 Order To Appear At Supplemental Hearing For Voluntary Commitment SP-206 Order Supplemental Hearing on involuntary Commitment SP-207 Certificate of Service (Incompetent Proceeding) SP-208 Guardianship Capacity Questionnaire SP-210A Petition and Appointment of Defense Counsel for Committed Respondent Charged With Violent Crime (For Offenses Committed On Or Before Nov. 30, 2013) SP-210B Petition and Appointment of Defense Counsel for Committed Respondent Charged With Violent Crime (For Offenses Committed On Or After Dec.)

9 1, 2013) SP-211 Petition And Order For Removal Of Disability Prohibiting The Purchase, Possession Or Transfer Of A Firearm SP-220 Request for Transportation Order and Order (Outpatient Fails but Does Not Clearly Refuse to Comply With Treatment) SP-221 Request for Supplemental Hearing (Outpatient Clearly Refuses to Comply with Treatment) SP-222 Notice Of Need For Transportation Order And Order (From One 24-Hour Facility To Another) SP-223 Request for Transportation Order and Order (Committed Substance Abuser Fails to Comply With Treatment or is Discharged From 24-Hour Facility) SP-224 Request for Transportation Order and Order (Outpatient Fails to Appear for Prehearing Examination)

10 SP-260 Certificate of Notice and Deposit of Disputed Funds SP-261 Petition to Recover Disputed Monies SP-262 Order Determining Entitlement to Disputed Funds SP-300 Affidavit and Petition for involuntary Commitment SP-301 Notice of Hearing/Rehearing for involuntary Commitment SP-302A Findings and Custody Order involuntary Commitment (Petitioner Appears Before Magistrate Or Clerk) SP-302B Findings and Custody Order involuntary Commitment (Petitioner Is Clinician Who Has Examined Respondent) SP-304A involuntary Commitment Custody Order Defendant Found Incapable to Proceed (For Offenses Committed On Or Before Nov.)