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Maryland Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning, Elder Law and Probate for Maryland on
Q: Can my brother (Executor of my mother's estate, and my sister create a contract of sale for our family home without me
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Mar 15, 2021

Assuming the "family home" is in the probate estate, then yes, a Personal Representative of an estate can usually sell the property without getting permission from other family members. However, the Personal Representative must report the sale to the court and get the court to sign off... View More

2 Answers | Asked in Estate Planning, Elder Law and Probate for Maryland on
Q: Can I submit a claim for hospice caregiving services rendered by me against my mother's estate in probate

if my siblings authorize and agree to it?

Richard Sternberg
Richard Sternberg
answered on Mar 11, 2021

If all interested parties agree that you should be paid, you should be able to work it out as either a claim or a partial renunciation. This is a matter to be discussed with the personal representative or the lawyer.

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1 Answer | Asked in Estate Planning and Elder Law for Maryland on
Q: Am I legally able to make a claim against my mother's estate for caregiver services

rendered solely by me that was necessary for 'at home hospice care' the last 6 months of her life with verified and supported documentation?

Mark Oakley
Mark Oakley
answered on Mar 11, 2021

Without proof of an agreement/contract for compensation as a caregiver, Maryland law treats all services such as these provided to a family member as having been natural gifts of familial love and caring, without any right of reimbursement for your labor or time. If you were required to expend... View More

2 Answers | Asked in Estate Planning for Maryland on
Q: If 1st and 2nd choice for personal rep decline, will my sister & I (heirs) have to serve as Rep if neither of us want 2

My sister an i agree there is too much work involved in settling our mother's estate. We are listed as heirs. We are the decedents daughters. We don't think anyone will be willing to serve as executor. Who will the court choose if noone is willing?

Mark Oakley
Mark Oakley
answered on Feb 16, 2021

Why is it too much work? If the estate has adequate assets, one of you can petition as PR and hire an estate lawyer to prepare and file all paperwork and even manage the estate bank account, hire one or more others to inventory, sell and clear real property of belongings, hire a CPA to prepare the... View More

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3 Answers | Asked in Estate Planning, Real Estate Law, Tax Law and Probate for Maryland on
Q: Questions about selling an inherited house

I inherited a house in Maryland. The estate is in probate and I'm the executor and sole heir (I will be filling for modified administration). As I understand it, the house can be sold either by the estate or deeded to me first before the sale. For both options, when exactly in the probate... View More

Mark Oakley
Mark Oakley
answered on Feb 6, 2021

You can amend the inventory value based either on the tax assessed value or an appraisal by a certified real estate appraiser (not just a real estate agent doing a valuation—must be a certified appraisal). The tax basis in the Property is fixed as of the date of death regardless of whether the... View More

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3 Answers | Asked in Estate Planning and Probate for Maryland on
Q: I am in the probate process currently for my father's estate in Baltimore county. The house my parents resided in

Only had his name on it. His name solely on the mortgage, but home owners insurance both names. He had credit card debt for less than 5 grand. My mom still lives in the home and we are trying to secure it for her. If we pay the credit card debt will this help or hinder the process. We just want the... View More

Richard Sternberg
Richard Sternberg
answered on Jan 27, 2021

If the souse was purchased during the marriage, you can file a corrective deed by presenting the marriage certificate and the death certificate of the title holder and preparing the deed. That's sometimes helpful in keeping the title clean. If she was not married at the time of purchase, the... View More

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3 Answers | Asked in Estate Planning and Probate for Maryland on
Q: I received a letter stating that I am an adult heir to my deceased aunt's estate. Her brother my uncle is her representa

I was asked to sign a waiver of personal representative Bond.. how will me signing it affect me and how does it benefit my uncle

Richard Sternberg
Richard Sternberg
answered on Jan 24, 2021

I need to attach my disclaimer to the bottom of this answer, because there is a teeny tiny chance that this advice will be wrong for you, but in 37 years of practice it hasn't been. I have seen bond called in a case exactly once in those 37 years. Other than that weird time, it is a protection... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: If someone kills their parents & commits suicide & they’re in parents will,does his descendants receive his portion

Would this fall under slayer rule, which would kick him out of the will, therefore his descendants would not inherit his portion?

Richard Sternberg
Richard Sternberg
answered on Jan 19, 2021

It depends on the Survivorship Clause of the Will. The murderer is, of course, excluded, but his heirs are not. If the Will contains a fairly common clause that defines a person as predeceased if they die within 60 days of the testator, then the murderer is considered to have pre-deceased. If the... View More

1 Answer | Asked in Estate Planning and Banking for Maryland on
Q: Rules on checks written to minors. How do you do this correctly?

Can I write a check to my 2 year old grandson in his name. Of course, his father would have to endorse it. Would he have to set up a new account for the child?I recall getting a check as a child and it read pay to the order of my name (minor).

Please let me know. Thank-you

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 18, 2021

Maryland law allows for minors to hold funds in special accounts under the Uniform Gift to Minors Act. Such accounts have the minor's name PLUS an adult "custodian" who acts on behalf of the minor until they reach majority. The funds belong to the minor but the adult can make... View More

2 Answers | Asked in Estate Planning for Maryland on
Q: are CD'S included in the estate to be reported to the county for their fee
Mark Oakley
Mark Oakley
answered on Jan 17, 2021

All estate assets are included in the accounting and the gross value of the estate. If the CDs (Certificates of Deposit, I assume, and not compact disks) have named beneficiaries on them then the CDs pass directly to the beneficiary and are not part of the estate or included on the accounting or... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: What is the necessary legal phrase or sentence to ensure that a handwritten will is acceptable/legal in Maryland?

Not the name, spouse, who gets what, how much but the finishing phrase or wordage that oks the handwritten will so it does not have to go to court to be approved).

Mark Oakley
Mark Oakley
answered on Jan 16, 2021

A simple will is the cheapest most reasonable flat fee most lawyers charge, so please go to a lawyer for this basic necessity and insure that not only the will itself meets the necessary requirements to be legally valid, but also that the will actually distributes your assets how you would want.... View More

2 Answers | Asked in Probate and Estate Planning for Maryland on
Q: On my will, I have my 2 daughters listed as beneficiaries. I want to split everything evenly. On the line for property..

On the line for what property I want to leave them, is there a certain wording for "half of assets" or 50%? Or should I leave that line blank? I don't necessarily need to leave each of them each anything in particular. It would basically be the house and everything in it. They will... View More

Marie-Yves Nadine Jean-Baptiste
Marie-Yves Nadine Jean-Baptiste
answered on Jan 13, 2021

I give to my daughters, DAUGHTER 1 and DAUGHTER 2, in as equal shares as possible, my principal place of residence and any real property that I may...

I give the balance of my personal and household effects, automobiles and other tangible personal property to my daughters, DAUGHTER 1 and...
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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Can any type of lawyer sign a "proof of execution of will" in Maryland?
Mark Oakley
Mark Oakley
answered on Jan 12, 2021

The “proof of execution of will” form is signed by any person who was present and witnessed the decedent sign the will, including one of the person’s who signed as a witness. The space for the lawyer signature is only there if the Personal Representative of the estate retained a lawyer to... View More

2 Answers | Asked in Estate Planning, Real Estate Law and Elder Law for Maryland on
Q: How do prove that a wife did not sign or agree to a document that relinquished her rights to her husband’s estate.

In maryland

Richard Sternberg
Richard Sternberg
answered on Dec 30, 2020

It depends on the facts, but one might look to the provenance of the signature using a handwriting expert or the circumstances of the signing. I had one case where the signature was attacked by investigating the notary seal, which turned out to be forged. There are many sets of facts, and it is the... View More

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1 Answer | Asked in Estate Planning and Elder Law for Maryland on
Q: How many signatures are required for an agreement paper between husband and wife later inserted as part of a will?

In maryland

Mark Oakley
Mark Oakley
answered on Dec 30, 2020

A lawyer would have to look at both documents. A will requires two witnesses, and agreement can be signed by just the parties to the agreement. The will would have to specifically reference the agreement if it was to be given effect in place of or as part of provisions in the will.

1 Answer | Asked in Estate Planning for Maryland on
Q: I was the executor of my mothers estate. My sister was accusing me of estate theft. I decided to get an estate lawyer.

I found out later, I was not reimbursed for approximately $20,000. Can I sue the estate lawyer??

Thank you

Mark Oakley
Mark Oakley
answered on Dec 25, 2020

So, assuming you were still the personal representative of the estate throughout the time the estate lawyer charged fees, then the lawyer was supposed to petition the court to approve payment of his fees from the estate. A PR has authority to retain estate counsel, and in addition, petition for... View More

2 Answers | Asked in Estate Planning for Maryland on
Q: If my wife or I become incapacitated, what is the legal procedure to selling a joint owned home in Maryland?
Mark Oakley
Mark Oakley
answered on Dec 13, 2020

If both you and your wife have durable general powers of attorney in place that are drafted in accordance with the updated statutory requirements during the past decade, then it is easy and no trouble at all. If you do not, somebody will need to hire a lawyer and petition the court to be appointed... View More

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3 Answers | Asked in Estate Planning and Real Estate Law for Maryland on
Q: Dear Sir/Madam, regarding to returning deposit to tenant + interest in Maryland

it says: " Within 45 days after the end of the tenancy, the landlord shall return the security deposit to the tenant together with simple interest which has accrued at the daily U.S. Treasury yield curve rate for 1 year, as of the first business day of each year, or 1.5% a year, whichever is... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Dec 7, 2020

For many years the statute required that landlords return at 3% interest, even if they were earning 1/10th of 1%. This law was changed in recent years to be somewhat more reflective of current interest rates and more favorable to landlords because it cut the minimum interest in 1/2.... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Can I bring a lawsuit against a sitting judge who failed to register a Will when she was a Lawyer and paid to do so now

May 2003 paid Lawyer to do power of Attorney and Will was paid to register with Orphan court and she did not I have the information on paying the bill on my checking account

Bennett James Wills
Bennett James Wills
answered on Dec 1, 2020

Not sure what you mean by "paid to do so now." If you want to sue a sitting judge, you cannot sue for judicial acts in most cases as judges enjoy immunity. If you are asking whether you can sue a judge in the capacity as an attorney, the answer may be yes. But you may also be well outside... View More

2 Answers | Asked in Estate Planning for Maryland on
Q: My husband died with no will, he was left most everything from his mother, if she passes do I his spouse receive it?

He has 2 grown daughters, and the will does not specify anything. I am in Maryland

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 19, 2020

It is not possible for any attorney to predict what someone might inherit in the future from a now living former mother-in-law because that person could change their estate planning anytime until they die.

In the event that any property is at some point disbursed in the name of your late...
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