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Informal Administration of an Estate Table of Contents Introduction Handling the Small Estate in North Dakota in Informal Proceedings First-Step - Listing of Property Safe Deposit Box Estate Tax Income Tax Non-Probate Property Opening and Probating the Estate A. Probate Estate $50,000 or Less B. Probate Estate Greater than $50,000 or Real Property 1. If decedent left will 2. If decedent did not leave a will C. Priority for Appointment as Personal Representative Duties of Personal Representative A. Times within which certain steps must be taken B. Times after which certain steps may be taken C. Times after which certain steps cannot be taken Distribution of the Estate A. If a Will B. If no Will Closing the Estate Appendix A Time Schedule Informal Probate Proceedings Times after which certain steps may be taken Times within which certain steps must be taken Times after which certain steps cannot be taken Appendix B Checklist of Forms Forms for estate less than $50,000, no real property Forms for estate greater than $50,000 with a will Forms for estate greater than $50,000 no will Appendix C Glossary of Terms
Table of contents introduction a. The purpose of the trustee's office, the trustee's functions, duties, liabilities, and authority b. The duties and liabilities of the trustee for the administration of the estate c. The duties and liabilities of the trustee for the administration of the estate d. The duties and liabilities of the trustee with respect to estate tax distribution of the estate appendix a times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot be taken appendix b times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot be taken appendix c a. Ordering a decedent's assets distributed a. Appointment of trustee c. Ordering distribution of cash, bank account, bonds, investments, or other assets under a qualified domestic trust d. Ordering assets received under a nonqualified domestic trust to be distributed to the decedent appendix a appendix b times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot be taken appendix b appendix c times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot be taken appendix c times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot be taken appendix c times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot be taken appendix d times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot be taken appendix d times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot beaten appendix e times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot beaten appendix e times table informal probate proceedings times after which certain steps may be taken times after which certain steps cannot beaten f. Probate of a personal representative's appointment 2. In an informal and informal proceeding, the personal representative is the person appointed by the decedent to administer the estate for the duration of his or her term. In an informal proceeding, the personal representative is considered the executor of the decedent's estate. 3. If the decedent had no will, the personal representative is the person appointed by the decedent to administer the estate as trustee. A personal representative will be the executor of the decedent's estate if he or she appointed an agent or fid.