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Inventory For Trust Under Will Form. This is a North Carolina form and can be use in Estate Statewide.
Tags: Inventory For Trust Under Will, E-511, North Carolina Statewide, Estate
File No.
(TYPE OR PRINT IN BLACK INK)
STATE OF NORTH CAROLINA
In The General Court Of Justice
Superior Court Division
Before The Clerk
County
IN THE MATTER OF THE TRUST UNDER THE WILL OF:
Name Of Decedent
INVENTORY
FOR TRUST UNDER WILL
G.S. 36C-2-209
IMPORTANT: File within three (3) months after qualifying as trustee. Give values as of date of qualifying and continue on additional sheet if
necessary.
I, the trustee, being duly sworn, say that to the best of my knowledge the following is a just, true and perfect inventory of
all the real and personal property of the trust named above, which have come into my hands.
PART I. PERSONAL PROPERTY OF THE TRUST
Value
1. Accounts (List bank, etc., each account no. and balance.)
$
2. Stocks And Bonds (Identify each type of security and give market value of all securities of that type, e.g., 100 shares of
XYZ Corp. common stock @ 37-1/4...$3,725.)
3. Cash And Undeposited Checks On Hand
4. All Other Personal Property
TOTAL FROM ATTACHMENT, IF ANY
TOTAL PART I.
AOC-E-511, Rev. 7/06
© 2006 Administrative Office of the Courts
$
$
(Over)
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PART II. REAL PROPERTY
Interests In Real Estate (List all real estate including entireties property and life estate; give legal description of
Value
each parcel, and give fair market value of beneficiary's interest.)
$
TOTAL PART II.
Signature Of Trustee
$
Signature Of Co-trustee, If Any
SWORN/AFFIRMED AND SUBSCRIBED TO BEFORE ME SWORN/AFFIRMED AND SUBSCRIBED TO BEFORE ME
Date
Date
Signature Of Person Authorized To Administer Oaths
Signature Of Person Authorized To Administer Oaths
Deputy CSC
Assistant CSC
Clerk Of Superior Court
Date My Commission Expires
Assistant CSC
Deputy CSC
Date My Commission Expires
Notary
Clerk Of Superior Court
Notary
County Where Notarized
SEAL
County Where Notarized
SEAL
AOC-E-511, Side Two, Rev. 7/06
© 2006 Administrative Office of the Courts
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