Tacoma, WA asked in Estate Planning and Probate for North Carolina

Q: I am completing the form AOC-E-506 for my grandmother (2015) and grandfather's (2017) estates as an annual account in NC

I have payments for storage, legal fees, accountants, flights/hotels/car rentals (to handle estate), cleaning supplies (for property), utilities/insurance/property taxes(all of which I am not sure I was even allowed to pay, but not sure what to do about it now). I am not sure where these go on the form. I have stocks to cash in that aren't sold (dividend checks were deposited), we are selling the house and another piece of property as well (not sure if it is willed to the estate).

Settling my grandmother's estate as well that should have been closed out by my grandfather. I have transferred her stocks into my grandfather's estate name, but now have had to open an estate account in my grandmother's name to cash her checks. I have everything notated in an excel sheet with a description, but I am not sure if they will like the form not filled in. Have an IRA listed on the inventory that I am still not sure will go the Estate,because bank is saying it will go to the surviving children.

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1 Lawyer Answer
Sara W. Harrington
Sara W. Harrington
Answered
  • Estate Planning Lawyer
  • Chapel Hill, NC
  • Licensed in North Carolina

A: It sounds like you've been doing a lot of the right things, but you could use the assistance of an attorney experienced in estate administration/probate to help you make sure you take care of all the small details that may fall through the cracks. I recommend you contact a local estate attorney for assistance.

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