Rule 10-709 - Transfer of Fiduciary Estate to a Foreign Fiduciary(a) Who May File. A fiduciary or any interested person may file a petition requesting a court to transfer a fiduciary estate to a foreign fiduciary.(b) Venue. The petition shall be filed in the court that has assumed jurisdiction over the fiduciary estate, or if jurisdiction has not been assumed, in the county in which any part of the property is located, or where the transferor resides, is regularly employed, or maintains a place of business.(c) Contents. The petition shall contain at least the following information: (1) The name, address, telephone number, and interest of the petitioner.(2) The name, address, telephone number, and interest of the foreign fiduciary.(3) The place and date of the foreign fiduciary's appointment.(4) The reasons why the transfer should be made.(d) Certificates. A petition shall be accompanied by a certified copy of the instrument or court order appointing the foreign fiduciary, and proof that the appointment is still in effect.(e) Notice. The petitioner shall give notice to all interested persons by mailing to them by ordinary mail a copy of the petition and a show cause order issued pursuant to Rule 10-104.(f) Final Accounting. No final accounting need be filed unless required by the court.Md. R. Guard. & Fid. 10-709
This Rule is in part derived from former Rule V80 and in part new.
Adopted June 5, 1996, eff. 1/1/1997.HISTORICAL NOTES
Derivation:
Maryland Rule of Procedure V80, revised eff. Feb. 2, 1970, related to transfer of fiduciary estates to another fiduciary, rescinded June 5, 1996, eff. Jan. 1, 1997.