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Maryland Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning and Elder Law for Maryland on
Q: Hello, I read that in Maryland there are no "Self Proving Affidavits" for last wills. What form can be used instead...

... so that the will witnesses don't need to go to court to validate the will?

Thank you in advance

Mark Oakley
Mark Oakley
answered on Jul 16, 2018

A properly signed and witnessed will is all you need. Maryland does not require witnesses to appear to verify the will. The only time witnesses might be needed is if someone challenged the will, but the burden is on the challenger to prove the will maker was mentally incompetent or subjected to... View More

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2 Answers | Asked in Estate Planning for Maryland on
Q: I inherited a property with my mother living there, i want to live there and she wants to remarry and stay... ?...

I am the beneficiary of a trust that was created in my fathers will when he died (Maryland 2014). The trust

leaves me as the sole beneficiary of a farm property. The will also says that my mother (still living) should have the right to live there as long as she likes. She currently... View More

Mark Oakley
Mark Oakley
answered on Jun 16, 2018

You’ll need to take the will and trust language to a lawyer to review. If your mother was granted a life estate in the house, then she can live there and have a live-in boyfriend. If something less than a life estate, it will depend on the language, but generally if there’s no prohibition then... View More

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1 Answer | Asked in Estate Planning for Maryland on
Q: When someone passes away, what do you do with the will?
Mark Oakley
Mark Oakley
answered on Jun 12, 2018

You take it to the Register of Wills Office in the circuit court of the county where the person resided at the time of death. Generally, an estate is opened and any assets will be distributed in accordance with the will, by the personal representative/executor appointed under the will. The PR... View More

2 Answers | Asked in Estate Planning and Probate for Maryland on
Q: father died. Will said house goes to ex-GF and everything else to me. GF said will sent to probate but still no proof

Father died April 2017. GF took the housed said she had filed the will in probate court a year ago. I checked today and still nothing was filed. Could something be amiss? Could she be collecting his retirement checks and other payments without my knowledge? How do I protect my interests?

Richard Sternberg
Richard Sternberg
answered on May 15, 2018

You should retain counsel to file a probate petition. Filing the Will is merely a first step. And, yes, I’m the meantime, she might be committing all sorts of frauds.

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1 Answer | Asked in Estate Planning for Maryland on
Q: If someone dies without a will and has no spouse who inherits the deceased's property in the state of Maryland.
Mark Oakley
Mark Oakley
answered on May 15, 2018

It is determined by statute, by intestate succession. Natural born children of the deceased inherit first, in equal shares, or if none, parents, then siblings of the deceased, etc. The complete order is set forth by the statute. Someone in the family must open an estate and petition to be appointed... View More

3 Answers | Asked in Estate Planning and Probate for Maryland on
Q: In the state of md When a beneficiary of will dies after the maker of the will , who inherits from the beneficiary

The beneficiary and her two sons were named in the will. The will was written in 1988 the maker of the will died in 2009, and the will was probated in 2018 thirty years later and none of the heirs have been notified. The beneficiary has no living siblings just children and nieces and nephews

Mark Oakley
Mark Oakley
answered on May 8, 2018

Unfortunately, it is impossible to provide an answer without more details and facts. Consult with a lawyer who can review the will, the dates of death of the maker of the will and the beneficiary, and the beneficiary’s will, if any.

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2 Answers | Asked in Collections and Estate Planning for Maryland on
Q: My son has a settlement from a auto accident. He past away before he could collect. What do i,his father do to collect
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on May 3, 2018

Generally an estate must be opened for the person who died. The Personal Representative is the person appointed by the court with power to deal with any estate issues, including collecting any payment due to the person who died. The Personal Representative must also disburse in proper order... View More

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1 Answer | Asked in Estate Planning for Maryland on
Q: Husbands passed away who receives leftover benefits wife of 30 years or child out of wedlock

Does not have a birth certificate with his name on it stating that he's the father or any other kind of legal papers

Mark Oakley
Mark Oakley
answered on Apr 27, 2018

If no will, then wife gets first $15,000 and then splits remaining assets 50% to surviving spouse and 50% to surviving children. Don’t know what you mean by “leftover benefits”, but if referring to pension or retirement assets you need to reviewany beneficiary designations on file with the... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: do you still need an atty when spouse passes away leaves surviving spouse everything & jointly own home & bank accts?
Richard Sternberg
Richard Sternberg
answered on Apr 22, 2018

If everything was planned perfectly, so that you don’t need to file a probate, there might be no need for counsel. Even if there are small omissions, the surviving spouse might do just fine handling the estate pro se. If they need to evaluate the work to be done, a simple one -hour consult with... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: How does a trust when canceled apon my moms death take place An do I need a attorney for this process or trust bank

The will was set up for my mom that had some challenges she passed this week the will reads canceled apon death An goes to her surviving children which is me I’m only child now what how’s process through bbt bank North Carolina an I’m in westminster md they closed trust dept in bank here... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Apr 19, 2018

It is unclear why a Will would read "cancelled upon death." If all of the assets were owned by a Trust, then the Trust terms will dictate how long it takes to disburse the assets. Some trusts are written to disburse over a long period of time while others disburse immediately after the... View More

3 Answers | Asked in Estate Planning and Real Estate Law for Maryland on
Q: GM is deceased, A&B are GM’s children, C is step-child. Who has rights to GM’s home w/o a will?

Deed is solely in GM’s name, GF (deceased father of C) is not listed on deed. If A passes before Deed Transfer or Change of Title with GM’s property, and B is still living; do A’s children have any legal rights to GM’s Estate if designated as A’s beneficiaries?

Richard Sternberg
Richard Sternberg
answered on Apr 14, 2018

I assume C is the natural child of GF and not adopted by GM; that GF predeceased GM; that the title is not an older formulation like et ux, so a title abstract supports that title was wholly in GM; that GM died intestate; and that A post-deceased GM also intestate. C is not a child of GM so is not... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: What can grandchildren do if the grandfather passes and the other grandchildren received money but no will is filed

what can the three grandchildren do legally?

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Apr 10, 2018

A probate estate is a matter of public record, so the first place to start would be taking a look at the estate filings.

Keep in mind that some property might pass to family outside of the estate and the law does not require that people give away property equally in their Will or for...
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1 Answer | Asked in Estate Planning for Maryland on
Q: one parent dies and wills his estate to the other parent and his four children and dependents. the second parent remove

one child and her dependents from there will. the first parent has monies coming from class action suits. dose the child that was removed have any recourse to obtain assets from the those class action suit?

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Mar 14, 2018

Any monies payable to a deceased person typically run through their estate. Whenever money is disbursed from an estate, it should go to the lawful heirs of the person who died, meaning the people identified in the will of the person who died (or if there is no will, to the heirs under intestate... View More

1 Answer | Asked in Criminal Law and Estate Planning for Maryland on
Q: My brother was made executor to my mothers will. He has no time to take on the responsibities and has given the

Responsibilities to his wife. I was living and taking care of my mother for the past 4 yrs prior to her passing. She has had the locks changed, so that I am unable to get my belongings. What are my rights?

Mark Oakley
Mark Oakley
answered on Mar 11, 2018

You can petition the court to get access to your belongings as well as to remove your brother as Personal Representative if you can prove he has failed to carry out his duties.

1 Answer | Asked in Estate Planning and Real Estate Law for Maryland on
Q: two people on deed, if only one person wants to sell, can he or she can do that ?
Richard Sternberg
Richard Sternberg
answered on Mar 7, 2018

There are two choices. First, provided the co-owner has a divisible interest, such a tenancy in common, they can sell what they own. That is often valueless, since nobody will want to buy the right to share the home with the other owner.

Second, if the property is indivisible, such as a...
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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Do I need to open an estate?

My father recently passed away, I am joint owner on his banking accounts and beneficiary on his life insurance. He did not own real estate or any other significant assets. He had purchased a car recently and had a loan on it. Do I need to open an estate, or can I pay off the loan on the car and... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 28, 2018

To transfer any title, an estate must be opened. However, if the only asset is an automobile worth less than $50,000 it is likely that it would qualify as a "small estate" which offers an easier, streamlined procedure with less paperwork.

1 Answer | Asked in Estate Planning for Maryland on
Q: How many people do I need to witness/sign my will?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 28, 2018

Two witnesses.

3 Answers | Asked in Estate Planning, Real Estate Law, Small Claims and Probate for Maryland on
Q: Will the orphans court judge make a decision on a estate if 4/5 brothers agree for one brother to buy out the house.

We have lived with my father in law 8 years before he died took care of all the bills and 4 out of the 5 signed over that we can buy them out the last brother is in jail and won't sign or corporate with us

Richard Sternberg
Richard Sternberg
answered on Feb 24, 2018

The Orphan's Court is likely to require you to obtain a proper appraisal so that your brother is properly compensated. But, do you really want to take title in the names of four of five brothers? Do you all live there? Wouldn't it be better to sell it and divide the proceeds so you can... View More

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1 Answer | Asked in Elder Law and Estate Planning for Maryland on
Q: My father (94) lives with a lady. She has taken care of him (like a nurse) and he has taken financial care of her.

His will states that his estate (when he dies), should be used to take care of her. She says she will save her money to give to her daughter while the real grandchildren may get nothing. Will I legally be responsible for paying anything for her? Finances are in my dads name, not commingled? She... View More

Mark Oakley
Mark Oakley
answered on Feb 21, 2018

If your father was mentally competent when he drafted and signed his will, then his will is valid and will be upheld. if he was not competent, or you can prove this female companion exercised "undue influence" and coerced in some way the terms of the will that were favorable to her,... View More

1 Answer | Asked in Probate, Estate Planning and Landlord - Tenant for Maryland on
Q: My aunt passed almost 20 yrs ago she own the home my parents moved there when she passed and also my brother my parents

Passed away a couple year's ago my brother is still living in the home my aunt didn't own the property the house sets on the deed was never switch to no one's for the house is it legal for the corporation of the property to cut the lock off the door and change the locks and with hold... View More

Mark Oakley
Mark Oakley
answered on Feb 21, 2018

A lot of facts missing, as well as conflicting facts in your question. First, you say, "My aunt passed almost 20 yrs ago she own the home," and then you say "my aunt didn't own the property sets on"--so, which is it? Are you saying the original seller never recorded the... View More

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