Q: Where does Maryland state that the trust schedule for an inter vivos trust must be filed when opening an estate.
A: The question is unclear. Ordinarily there is no reporting of trust schedules with the probate estate filings.
Perhaps you are asking, however, about reporting trust assets transferring to people obligated to pay inheritance tax? Maryland law requires that an Information Report be filed whenever an estate is opened identifying ANY AND ALL transfers arising because of the Decedent's death (whether by trust, by joint ownership, payable on death or whatever) going to people who aren't exempt from inheritance tax. The law for this is contained in the Tax General article of the Maryland Annotated Code, Title 7.
If you are administering an estate and/or trust, you may want to talk to an estates and trusts lawyer in this state - a lawyer can either assist with administration and/or answer specific questions you might have.
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.