Rule 10-501 - Petition for Assumption of Jurisdiction over a Fiduciary Estate Other than a Guardianship(a) Who May File. A fiduciary or other interested person may file a petition requesting a court to assume jurisdiction over a fiduciary estate other than a guardianship of the property of a minor or disabled person.(b) Venue. The petition shall be filed in the county in which all or any part of the property of the estate is located or where the fiduciary, if any, resides, is regularly employed, or maintains a place of business.(c) Contents. The petition shall be captioned "In the Matter of ... [stating the name of the fiduciary estate]. It shall be signed and verified by the petitioner, and shall contain at least the following information: (1) The petitioner's name, address, age, and telephone number.(2) The reason for seeking the assumption of jurisdiction by the court and a statement of the relief sought, specifying the extent to which court jurisdiction over the fiduciary estate is desired.(3) An identification of any instrument creating the estate, with a copy attached to the petition, if possible, and, if not, an explanation of its absence.(4) The name, address, telephone number, and nature of interest of all interested persons and all others exercising control of any of the fiduciary estate, to the extent known or reasonably ascertainable.(5) The nature of the interest of the petitioner.(6) The nature, value, and location of the property comprising the fiduciary estate.Md. R. Guard. & Fid. 10-501
This Rule is derived from former Rule V71 a, b 1, and c.
Adopted June 5, 1996, eff. 1/1/1997.HISTORICAL NOTES
Derivation:
Maryland Rule of Procedure V71, revised eff. Feb. 2, 1970, amended eff. July 1, 1974; amended April 6, 1984, eff. July 1, 1984, related to jurisdiction over fiduciary estates other than guardianships of minors or disabled persons, rescinded June 5, 1996, eff. Jan. 1, 1997.