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North Carolina Small Estate Affidavit | Form AOC-E-203B

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The North Carolina small estate affidavit, or ‘Form AOC-E-203B’, is a form that can be used when there is an estate of a decedent that consists of $20,000 or less ($30,000 or less if spouse is the affiant) in total assets. In addition, there must have elapsed 30 days since death for it to be used. This form, once executed and approved, allows a successor to be appointed to handle the collection and distribution of the assets of the decedent without having to go through a formal probate process. You will need a death certificate and the will, if there is one, as well as a description of the assets and their values.

Guide to Intestate Succession – Instructions for property when dying without a will.

Maximum – $20,000

Laws§ 28A-25-1.1

How to Write

Step 1 – In the first box enter in the following information:

  • Name and address of decedent at time of death;
  • SSN of decedent;
  • Decedent’s county;
  • Date of death;
  • Date of will (if any);
  • Name and address of person filling out the form (decedent’s successor);
  • Telephone number of person filling out the form;
  • Legal address;
  • Name and address of attorney, if any.

Step 2 – Check the box on the right indicating if there was a will (testate) or no will (intestate)

Step 3 – In part 1, check your relationship to decedent

Step 4 – In part 3, check the box indicating where the decedent had a will (testate) or did not have a will (intestate)

Step 5 – In part 4 check the appropriate box

Step 6 – Write in the names, ages, relationships to decedent and mailing address of decedent’s successors in interest

Step 7 – On the next page, fill in the descriptions of decedent’s assets and the estimated market value at time of death in Parts I and II

Step 8 – Enter in information about other property if applicable in Part III

Step 9 – Sign and date in front of a notary or court clerk