Md. Code, Est. & Trusts § 5-206

Current with changes from the 2024 Legislative Session

Section 5-206 - Form of petition

In a proceeding for administrative or judicial probate the petition for probate shall be in substantially the following form:

In the Orphans' Court for
(or) _____________________________, Maryland
Before the Register of Wills for in the Estate of:
_______________________________________	Estate No. ____________________________

For:

[]

Regular Estate - Petition for probate, estate value in excess of $20,000. Complete and attach Schedule - A.

[]

Small Estate - Petition for Administration, estate value of $20,000 or less. Complete and attach Schedule - B.

[]

Will of No Estate - Complete Items 2 and 5

_______________________________________	_______________________________________
Name	Address
_______________________________________
_______________________________________	_______________________________________
Name	Address
_______________________________________
_______________________________________	_______________________________________
Name	Address
_______________________________________

Each of us states:

1.	I am (a) at least 18 years of age and either a citizen of the United States or a permanent resident alien spouse of the decedent or (b) a trust company or any other corporation authorized by law to act as a personal representative.
2.	The decedent, ______________________________________________________________ , was domiciled in __________________________________________ County, State of _______________________________________ and died on the ________ day of 20_______, at ___________________.
3.	If the decedent was not domiciled in this county at the time of death, this is the proper office in which to file this petition because: ______________________________
___________________________________________________________________________.
4.	I am entitled to priority of appointment as personal representative of the decedent's estate pursuant to § 5-104 of the Estates and Trusts Article, Annotated Code of Maryland because:
____________________________________________________________________________
____________________________________________________________________________
and I am not excluded by § 5-105(c) of the Estates and Trusts Article, Annotated Code of Maryland from serving as personal representative.
5.	I have made a diligent search for the decedent's will and to the best of my knowledge:
[]	none exists; or
[]	the will dated ___________________________ (including codicils, if any, dated ________________________) accompanying this petition is the last will and it came into my hands in the following manner:
____________________________________________________________________________
____________________________________________________________________________
and the names and last known addresses of the witnesses are:
_______________________________________________________	____________________
_______________________________________________________	____________________
_______________________________________________________	____________________
6.	Other proceedings, if any, regarding the decedent or the estate are as follows:
____________________________________________________________________________
____________________________________________________________________________
7.	If any information required by paragraphs 2 through 6 has not been furnished, the reason is:
____________________________________________________________________________
____________________________________________________________________________
8.	If appointed, I accept the duties of the office of personal representative and consent to personal jurisdiction in any action brought in this State against me as personal representative or arising out of the duties of the office of personal representative.

[]	that the will and codicils, if any, be admitted to administrative probate;
[]	that the will and codicils, if any, be admitted to judicial probate;
[]	that the will and codicils, if any, be filed only;
[]	that the following additional relief be granted: _________________________________
____________________________________________________________________________
____________________________________________________________________________

_______________________________	_______________________________
Attorney's Signature	Petitioner Date
_______________________________	_______________________________
Address	Petitioner Date
_______________________________	_______________________________
Petitioner Date
_______________________________	_______________________________
Telephone Number	Telephone Number

In the Orphans' Court for
(or) _____________________________, Maryland
Before the Register of Wills for in the Estate of:
_______________________________________	Estate No. ____________________________

		Schedule - A
REGULAR ESTATE
Estimated Value of Estate and Unsecured Debts:
Personal property (approximate value) ...................................................			$_____________
Real property (approximate value) ..........................................................			$_____________
Value of Property subject to:
(a) Direct Inheritance Tax of ____________% ........................................		$_____________
(b) Collateral Inheritance Tax of ____________% ..................................		$_____________
(c) Collateral Inheritance Tax of ____________% ..................................		$_____________
Unsecured Debts (approximate amount) ...............................................			$_____________
...............................................................................................................................................

(FOR REGISTER'S USE)

Safekeeping Wills _____________________	Custody of Wills _____________________
Bond Set $ __________________________	Deputy ____________________________
In the Orphans' Court for
(or) _____________________________, Maryland
Before the Register of Wills for in the Estate of:
_______________________________________	Estate No. ___________________________

Schedule - B

SMALL ESTATE
Assets and Debts of the Decedent:
1.	I have made a diligent search to discover all property and debts of the decedent and set forth below are:
(a) A listing of all real and personal property owned by the decedent, individually or as tenant in common, and of any other property to which the decedent or estate would be entitled, including descriptions, values, and how the values were determined:
_______________________________________________________________________________________________________________________________________________
_______________________________________________________________________________________________________________________________________________
_______________________________________________________________________________________________________________________________________________
(b) A listing of all creditors and claimants and the amounts claimed, including secured*, contingent and disputed claims:
_______________________________________________________________________________________________________________________________________________
_______________________________________________________________________________________________________________________________________________
_______________________________________________________________________________________________________________________________________________
2.	Allowable funeral expenses are $ ______________; statutory family allowances are $ _____________; and expenses of administration are $ _____________.
3.	Attached is a List of Interested Persons.

*Note: § 5-601(d) of the Estates and Trusts Article. Annotated Code of Maryland "Forthe purpose of thus subtitle - Value is determined by fair market value of propertyless debts of record secured by the property as of the date of death, to the extent thatinsurance benefits are not payable to the lien holder or secured party for the secureddebt."

I solemnly affirm under the penalties of perjury that the contents of theforegoing schedule are true to the best of my knowledge, information, and belief.

_______________________________________	_______________________________________
Attorney's Signature	Petitioner Date
_______________________________________	_______________________________________
Address	Petitioner Date
_______________________________________	_______________________________________
Telephone Number	Telephone Number

Md. Code, ET § 5-206