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Maryland Estate Planning Questions & Answers
1 Answer | Asked in Real Estate Law, Probate and Estate Planning for Maryland on
Q: My father died without a Will, we were appointing PR to the attorney. However, one sibling is refusing to do

anything (she stated that her and her husband make plenty of money, so she was going to make this as difficult as possible on the rest of us). She truly has mental problems and has been seeing a psychiatrist for years. She refuses to to anything, including giving the attorney PR. What recourse... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 2, 2018

The question is posted in Maryland but mentions a Pennsylvania location. I'll presume that the estate is in Maryland.

In this state, the law lists people with priority to serve as Personal Representative. If there is no Will, close relatives (spouse, then children, etc.) have...
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1 Answer | Asked in Real Estate Law and Estate Planning for Maryland on
Q: If my dad left me his house in the will but I am not on the deed or title, what do I need to do to claim it?

My dad died in ca and I currently live in Maryland. His house was left for me to decide to take it followed by my sister in the will. I am not on any of the titles or deeds. What would I have to do to legally claim the house and put it in my name? Will it go to probate court?

Richard Sternberg
Richard Sternberg
answered on Jan 1, 2018

You need to probate the will in California then open a “foreign” probate in Maryland. The personal representative in Maryland will be empowered to transfer title in accordance with the Will.

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Dad died his only son incarcerated loan co. petitioned I am son's POA what should I do?

The son is my children's father and we are engaged to be married. His family is not helping at all so he gave me POA because he is incarcerated until April. The attorney for loan company filed for small estate petition judicial probate and hearing is 1/18. Attorney wants to be the... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Dec 28, 2017

Regardless of who administers the estate (whether a relative or other appointed Personal Representative), the Personal Representative must disburse assets as per the law. This means that after paying expenses and any claims, anything left in the estate must go to the people named in the Will (or... View More

1 Answer | Asked in Estate Planning, Health Care Law and Probate for Maryland on
Q: How to transfer durable power of attorney for health care in Maryland?

What is the process to transfer POA from current agent to an alternate agent (also listed in POA document) if the principal is incapacitated?

Richard Sternberg
Richard Sternberg
answered on Dec 26, 2017

If the substitute is naked in the PoA and the document allows it, you are already done. If not, simply re-execute the document while the grantor is competent. If it is more complicated than that, you need to consult with a lawyer. Of course, there is no law requiring others to accept the PoA, so,... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: We have an estate established for my father. Can we take 401k money once in estate

The asset money is in there, but 401k money is coming soon.

Neville Bedford
Neville Bedford
answered on Dec 5, 2017

Talk to your attorney. As administrator or executor, you have certain duties to fulfill before any monies may be "taken"

1 Answer | Asked in Estate Planning for Maryland on
Q: If a 76 year old has a power of attorney of her 100 year old mother who is incapacitated and she gives her power of

Attorney to her niece does she still have POA of her mother

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Dec 4, 2017

Any competent person can name an Agent in a power of attorney. If I understand the post correctly, it asks whether an Agent making their own power of attorney invalidates the authority they have under someone else's power of attorney? If so, the two are unrelated. Most of the time a... View More

2 Answers | Asked in Appeals / Appellate Law, Estate Planning and Probate for Maryland on
Q: need to write a brief to keep my house I am daughter of father am in his will - what authorities ? I am appealing errors

erroneously lawyer who is wrong and wants our money has rep -this I against fathers will I am appealing what authorities citations do I use in my appeal breif?

Richard Sternberg
Richard Sternberg
answered on Nov 30, 2017

This isn’t even close to the information a lawyer needs to appeal a case. If you are lucky, this is a de novo appeal from a district court decision. Regardless, there is no way around it: you need to pay for legal services, and you might want to start with a consult to determine whether you’ll... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: As PR of an estate with a home, what are my rights to live in home while on market and what expenses are my obligation?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 21, 2017

Generally speaking a PR has no "right" to occupy estate property unless the Will grants such rights. Unless the PR stands to inherit the property, or all the heirs agree, the PR should typically pay reasonable rent to the estate based on fair market rates. That being said, if the PR... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: My girlfriend from Pa.has been asked to sign a bond waiver for estate of her father who lived in Md. What's this doc do?

Her half brother whom she has never met has emailed the form to sign, and, the father died almost 9 years ago.

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 21, 2017

Whenever someone petitions to open an estate in Maryland they must post bond to cover the amount of the estate as well as the probate court taxes/fees unless it is waived by Will or by the interested persons.

Where the bond is waived by the Will, the Personal Representative only needs to...
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1 Answer | Asked in Estate Planning for Maryland on
Q: What is the time limit, if any, in the state of Maryland, to file estate papers after a death? No will was written.
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 21, 2017

With a Will, the personal representative has an obligation to promptly open the estate. Without a Will, the family should open an estate as soon as reasonably possible but there is no strict time frame in terms of days. Although not best practice, one may open an estate even after significant... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: what do I need to do to give my current husband all rights to a home in Maryland in the event i die.
Sharon R. Moss
Sharon R. Moss
answered on Nov 16, 2017

That would depend on how the home is currently titled.

1 Answer | Asked in Estate Planning and Real Estate Law for Maryland on
Q: My brother and I inherited my dads house( no mortgage on the house, we were told we had to have the deed transferred to

both our names, can I buy him out? If so how long do we have to wait for me to obtain a mortgage loan on the house?

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 16, 2017

Hi,

Yes, it is entirely possible to buy out a co-owner on inherited property. There are two ways to do this:

1) if there is enough other property in the probate estate it might be possible to have real estate disbursed solely to one heir and other assets disbursed to the remaining...
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1 Answer | Asked in Estate Planning, Elder Law and Tax Law for Maryland on
Q: My mom wants to sign over her house to me & then she will come to live with me. Will I have to pay capital gains

My objective, is to NOT have her go into a nursing home if it comes to that point, but to have a day nurse come into my home.

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 1, 2017

Capital gain is calculated and paid when a home is sold for profit, not when it is transferred without consideration. To figure out your potential capital gains liability you would need to talk to an accountant or tax professional and know the basis in the property and the anticipated future sale... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Is it a good idea to leave my retirement benefits in a trust?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Oct 30, 2017

Without knowing the reason for the trust an attorney cannot really answer. There are as many kinds of trusts as a lawyer's imagination can draw up! Who will benefit? Is there a desire to control or limit assets after disbursement?

If the concern is granting someone else control...
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1 Answer | Asked in Estate Planning for Maryland on
Q: what all has to be in a will for it to be valid in MD?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Oct 30, 2017

The absolute basics are the identity of the Testator, the designation of a Personal Representative and Legatees. A will must be in writing and signed, as well as witnessed by at least 2 witnesses who also sign.

A well-drafted will contains more than this and typically addresses things...
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1 Answer | Asked in Estate Planning for Maryland on
Q: In the state of Maryland is there a time limit on distribution of funds to the parties in the will?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Oct 30, 2017

Not exactly. A personal representative has a duty to act promptly, but what this means will vary with the circumstances. Typically it will take a minimum of 6 months to process a probate estate and more typically 9-18 months. To understand what is reasonable in a particular estate will depend... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Once all required tasks have been performed and completed by the PR, how long does disbursement take?

Grandma passed away 3/7/16. Aunt appointed PR 7/2016. There is contention within the family (not on my part). Aunt has been promising checks by Jan, then said 3 weeks ago checks would be sent out as soon as paperwork signing off on her fee for her performing as the PR and now says it is with the... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Oct 30, 2017

Without answering questions about any specific estate, estates take a minimum of 6 months (the period of time creditors can surface) but more typically take 12-18 months. Estates qualifying for modified administration close within less than 1 year while very complex estates might take several... View More

2 Answers | Asked in Estate Planning for Maryland on
Q: Can I write a will myself or do I need to hire a lawyer to help me?
Kenneth V Zichi
Kenneth V Zichi
answered on Oct 29, 2017

CAN you? Sure! SHOULD you? Well that is a whole different question!

Let me reshape that question. CAN you amputate your foot? Absolutely, but unless you are alone trapped in a rockslide and the only way out to get help before you die of exposure is to cut your foot off, it is probably a...
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1 Answer | Asked in Estate Planning and Family Law for Maryland on
Q: My sister is controlling money received from my deceased mother's estate and I do not have access to the information.

In November 2016 my mother passed. She made my sister and I the beneficiaries. I go to college outside of state and ever since I have been away she refuses to inform me about what is going on with the estate. Instead she has used the checks we were given to pay off some bills and hoard the rest for... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Oct 7, 2017

It isn't clear whether the post means the parent named beneficiaries in a will, in a trust or simply put the children on title to assets. The first thing to do would be to find out whether the assets are being administered through a trust, through probate or whether they just automatically... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Deceased died intestate, who out ranks mother of an adult heir, who is incarcerated, from letters of authority?

Niece was denied being special administrator but claims to be biggest creditor by claiming to have paid for funeral/bury expenses (documentation is suspect).

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Oct 7, 2017

The question isn't entirely clear. If it is asking about Letters of Administration, these are given to the person appointed by the court as Personal Representative. The law gives an order of priority, but generally the closest relatives (e.g., spouse, parents, children) have priority over... View More

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