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Maryland Estates and Trusts Section 5-206

Article - Estates and Trusts
§ 5-206.

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

The Petition of:

__________________________________

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(b) 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.

WHEREFORE, I request appointment as personal representative of the decedent's estate and the following relief as indicated:

[ ] 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: ______________________

_________________________________

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

______________________________________________________________________

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 _____________

$ ___________

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 "For the purpose of this subtitle - Value is determined by fair market value of property less debts of record secured by the property as of the date of death, to the extent that insurance benefits are not payable to the lien holder or secured party for the secured debt."

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

______________________________________________________________________

Attorney's Signature Petitioner Date

______________________________________________________________________

Address Petitioner Date

______________________________________________________________________

Telephone Number Telephone Number

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