Baltimore, MD asked in Civil Litigation and Estate Planning for Maryland

Q: Where does Maryland state that the trust schedule for an inter vivos trust must be filed when opening an estate.

1 Lawyer Answer
Cedulie Renee Laumann
Cedulie Renee Laumann
  • Estate Planning Lawyer
  • Crownsville, MD
  • Licensed in Maryland

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.

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