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Maryland Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Maryland on
Q: My brother passed away in 2019 both my name and his name are in my mothers Will does his name need need to come off
Mark Oakley
Mark Oakley
answered on Jul 15, 2021

No. How the Will is drafted determines what becomes of his share, whether it goes to you, someone else, or whether it lapses. If the result is not what your mother would want, then she can change it. If your mother is no longer competent to make a change, then the Will stays as it is.

1 Answer | Asked in Estate Planning for Maryland on
Q: My gma left me a home in a will. has many bills but the house was never changed out of my grandpas name alone. probate?

The house is owned by my grandpa alone in the deed but she got the house after he died. She never changed his name so right now it says only his name. When I put the will through, will it go to probate and will it be used to pay her debt? The house is in Md

Mark Oakley
Mark Oakley
answered on Jul 5, 2021

"She got the house after he died." How? By the terms of your grandfather's will? If so, then your grandfather's estate needs to be reopened so that the deed can be transferred from his estate into the names of your grandmother's heirs/legatees. If your grandfather died... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Who gets brothers share?

My dad passed away in March 2021. We agreed my brother and sister would divided real estate property in half. I opted out because I was gifted 4 acres 17 years ago and consider that as an early inheritance. My brother was personal representative until becoming too ill, my sister then accepted the... View More

Mark Oakley
Mark Oakley
answered on Jul 5, 2021

I am assuming that your father died without a Will, otherwise that would control. If there was no Will, then the estate is split three ways, one equal share for each of you, your sister, and your nephew, unless your brother was either (1) not the biological child of your father, or (2) was not... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: As a court ordered special administrator of my daughters estate am I allowed to cash checks received in her name

Unemployment checks finally received

Mark Oakley
Mark Oakley
answered on Jul 3, 2021

Assuming the checks are for periods of unemployment prior to her death, yes, you are authorized to accept and deposit the checks into an estate account (opened in your name as Special Administrator of her estate). However, you may need to have the checks re-issued in the name of the estate, or... View More

2 Answers | Asked in Estate Planning for Maryland on
Q: Decedent lived in Florida. Only real property owned was in MD. No Will. Where do I open the estate?
Mark Oakley
Mark Oakley
answered on Jun 17, 2021

Open the estate in Florida. You will need a certified triple seal copy of the proceeding and appointment as executor/personal representative. You then file a foreign personal representative petition to set inheritance tax (there won’t be any if spouse or lineal heirs like children will inherit)... View More

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2 Answers | Asked in Estate Planning for Maryland on
Q: Does my nephew pay 10% tax in Maryland when upon my death he is the beneficiary of $10,000.00 from my savings account?
Mark Oakley
Mark Oakley
answered on May 29, 2021

A nonlineal heir (and non-spouse or sibling) of an estate, such as your nephew, will have 10% of the value of his bequest withheld for Maryland's inheritance tax. This tax applies to assets that pass through your estate as well as to jointly owned assets. and assets that are in your name and... View More

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2 Answers | Asked in Estate Planning for Maryland on
Q: my mother has no living will. can one of my siblings sell the home and inherite the money without recourse.

younger brother lives with mom and she's incapacitated. he's seeking a power of attorney to make all financial decisions on her behalf and possibly sell the dwelling.

Mark Oakley
Mark Oakley
answered on May 4, 2021

If your mother is mentally competent and the terms of the will and power of attorney express her intentions, then your mother is free to do as she pleases with her assets as well as grant anyone she elects to act on her behalf during her lifetime to carry out decisions for her benefit or as she... View More

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3 Answers | Asked in Estate Planning for Maryland on
Q: my mother is in the hospital incapacitated. she does not have a will. we're five siblings. we need a power of attorney

mom is physically unable but has retained some cognitive responses. she's unable to speak, only nods her head. we need help from willing attorney to come to the hospital in Germantown.

Mark Oakley
Mark Oakley
answered on May 3, 2021

If she’s mentally competent she can sign a will and powers of attorney (Health Care POA and financial/general) but it gets tricky organizing witnesses and a notary public (for the POA) at a Hospital during covid. It can be done. Contact an experienced attorney who is willing to make Hospital visits.

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: I am a beneficiary to my mother's estate. I solely took care of my mom for years in her home and oversaw her care,

otherwise there would be no house to sell. My sibling is the Executor, has hired an appraiser to sell furniture, donate and discard her belongings without including me. I've asked for a detailed list of everything sold and donated but has refused telling me to wait til all is finalized. Do I... View More

Richard Sternberg
Richard Sternberg
answered on Apr 16, 2021

You should probably have a consult with a lawyer to review the will, if any, and the petition for probate and inventory. Perhaps you should be a co-personal representative or insist on notices or file a claim.

2 Answers | Asked in Estate Planning and Probate for Maryland on
Q: § 7-201. Duty to prepare and file inventory: Specifically, it states "The inventory shall include (#2) tangible personal

property, EXCLUDING??: Wearing apparel, other than furs and jewelry; and (ii) Provisions for consumption by the family

WHY WOULDNT THESE BE INCLUDED?

Richard Sternberg
Richard Sternberg
answered on Apr 14, 2021

A lawyer can be very helpful in sorting these things out, but, generally, the clothing of the deceased has very little economic value. It is most often donated to a homeless shelter or Salvation Army, and the proceeds are insignificant. The leftover food in the house is worth even less, and you... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: My mom passed away with no will. She is not married and I am her legal heir. How can I get money from her estate?

My mom was not married and I am over 18 years of age. I need money before going to probate.

Mark Oakley
Mark Oakley
answered on Apr 11, 2021

It's not that simple. When a person dies, any assets they own becomes property of their estate, whether or not a formal estate has been filed and opened. Financial institutions like banks will freeze and lock the accounts of any account holder whom they learn has died, and will only allow... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: How can I resign as trustee from a family trust, the deceased family member died destitute, & backup refuses to serve?

The beneficiaries of the trust are four charities, and I have already sent an email to all four indicating that my godmother died destitute owing thousands of dollars in taxes and credit card companies.

Mark Oakley
Mark Oakley
answered on Apr 3, 2021

So, are you saying there are no assets in the trust? Simply notify all charities of this fact, by certified mail, and that you intend to resign. If there are trust assets, you will need to identify what those assets are by way of an accounting (nature, location, amount/value as of the most recent... View More

1 Answer | Asked in Probate and Estate Planning for Maryland on
Q: "A Personal Representative has an obligation to appraise everything in the probate estate." This was in response to a

question I previously posted. (1) I noticed on the MD court website for my mother's estate, with the docket of forms already filed with the court, the PR has listed $0 in inventory of household belongings filed. I've become aware an appraiser was hired to sell, donate or gift belongings... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Mar 26, 2021

To get specific legal advice on a particular estate you may want to reach out to an estate attorney for a consultation.

To answer the general question "Does [a] PR need permission from the court to settle?" Usually no, under most circumstances a Personal Representative in...
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3 Answers | Asked in Estate Planning and Real Estate Law for Maryland on
Q: What is the best way for four families to build one shared residence?

We and three other families intend to sell our homes when our kids go to college and build one large custom home on acreage. Should we form some manner of legal entity to pool our money and deal with the builder, etc.?

Mark Oakley
Mark Oakley
answered on Mar 26, 2021

Best way is not to do this. If someone wants or needs out, or life events happen (divorce, death, severe health issues, long-term nursing care needs and Medicaid qualification, to name but a few), then you’ve got a mess on your hands. That’s separate from all the headaches of shares use,... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: It is noted, Distributions cannot be made to the estate heirs/legatees until after the final account is audited approved

from the Executor. However, do the heirs receive notice before final distribution and have the opportunity to request a detailed summary of the accounting and able to object if need be? Also can the Executor (and heir) allow himself compensation against the estate if another heir took care of... View More

Mark Oakley
Mark Oakley
answered on Mar 16, 2021

Objections (or, "exceptions") to an account may be made within 20 days following the court's notice approving the account. Note, this is not 20 days after receiving a copy of the account that has yet to be approved. In many cases, the audit department raises issues and requires... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: I can access my mother's public estate information on the Maryland website presently going through probate. I noticed a

recent update was filed but wasn't included in the docket information to request a copy. Why is this not listed? Also, can you tell me what are "court sealed dockets" that are not available to request a copy other than a Will held in safekeeping? Thank you.

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Mar 16, 2021

Most all documents filed in an estate are a matter of public record. The court may, in rare situations, seal documents which are not open to the public.

If you have questions about a specific filed document not showing up in the docket it would probably be best to direct the question to...
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2 Answers | Asked in Estate Planning and Probate for Maryland on
Q: I have resisted hiring a lawyer to assist in our family's regular estate claim as the BaltoCo court gives

all necessary info and guidelines for the Executor to proceed, but more importantly to avoid any unnecessary legal fees. As a beneficiary only myself, I suppose I can file a grievance with the court if need be. Can you tell me what a probate lawyer can do that I wouldn't be able to do myself... View More

Mark Oakley
Mark Oakley
answered on Mar 16, 2021

Unless there is some malfeasance or basis to object to the PR's handling of the estate or performance as PR, then there is little reason to hire a lawyer. It will simply cost you money. Lawyers charge by the hour, and that can range depending on how experienced the lawyer is. A couple to... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: I always thought the Executor's job (and as an heir himself) was to execute the will and to notify siblings of decisions

such as contract on sale of house, etc. Seems to me from the responses on this site, it is a mere suggestion from the BaltoCo court to keep siblings informed and not a legal requirement. It seems the Executor has complete authority and only answers to the court, unless I file a grievance, it is... View More

Mark Oakley
Mark Oakley
answered on Mar 16, 2021

The notices required to be mailed to interested persons by law are set forth in the Estates & Trusts Code and the Procedural Rules of Maryland. They are limited, but you will receive copies of any Accounts filed in the estate. However, all court proceedings and filings in an estate are open... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: To avoid taxing on a coin collection worth thousands, it's prob best to avoid the appraisal process and divide

the collection among beneficiaries in the meantime UNLESS an heir believes the collection wouldn't be appraised appropriately all together at a later date after regular Estate is closed

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Mar 15, 2021

This appears like a conclusion rather than a question. However, to the extent this is a question asking whether a Personal Representative can/should avoid appraising an asset to avoid tax, that would be a very ill-advised course of action. A Personal Representative has an obligation to appraise... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Would my father's coin collection need to be appraised before closing the estate classified as 'regular estate'
Mark Oakley
Mark Oakley
answered on Mar 14, 2021

Generally speaking, the PR is supposed to report a value to all personal property, but a formal appraisal may or may not be required depending on the nature of the items. A coin collection can be valuable or of no particular value, so if it is worth thousands of dollars, an appraisal is probably... View More

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