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Md. Code, Estates and Trusts § 5-206

This is the official text of Md. Code, Estates and Trusts § 5-206, part of Maryland’s Code, Estates and Trusts — governs wills, trusts, and probate.

Not legal advice. This page reproduces the official text of a government statute for reference only. Laws change, and how a statute applies depends on your specific facts. For advice about your situation, consult a licensed attorney in your state.

§5–206.

Official statutory text

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 – Small Estate – Will of No Estate –

Petition for probate Petition for Complete Items 2 and 5

estate value in excess of Administration, estate

$20,000. Complete and value of $20,000 or less.

attach Schedule – A. Complete and attach

Schedule – B.

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(c) of the Estates and Trist 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:

__________________________________________________________________________

__________________________________________________________________________
_________________________________________________________________________

__________________________________________________________________________

(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 __________% …………… $ _____________

(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 a 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:

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________
nt 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 thus 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

Status: in_force · Read it on the official government site

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