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Maryland Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Maryland on
Q: My mother died with a will, which is filed at the Register of Wills in Baltimore City. I am her personal representative

and joint owner on the house. Hence, my name is already on the Deed. So why do I or do I really have to have a PR Deed when in fact I am already on the Deed? I have 2 other sisters, which are also listed in the will; however, I do not want to sell the house and am currently living in it and paying... View More

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

The answer to this question depends on how the deed is written.

If the deed says "joint tenants with rights of survivorship" then this usually means the surviving owner has full title and the property is not a part of any probate estate.

If the deed says "tenants in...
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1 Answer | Asked in Estate Planning for Maryland on
Q: Are assets that were non existent when a will was written included as part of the will?

I need help with my fathers will. He passed away last week while still technically married to a lady. Even though they had been seperated since 1998. She has a will from 1996 that left everything to her. But he bought a house in Florida in 2006 to completely move away from her. Now she is... View More

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

The Will governs someone's probate estate which usually means all the assets that someone dies owning titled in their name go to whomever the Will says. Unless there was a separation agreement or new will, a Will does not automatically go away because of a separation. Instead, a planner... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: What is the procedure for naming a guardian for my children? Does that go in a will?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 28, 2017

Yes, generally planners identify preferred guardians in the Will.

1 Answer | Asked in Estate Planning for Maryland on
Q: What do I need to do to be considered an interested person under a family member's will?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 28, 2017

Immediate family members (heirs under the Will and heirs at law) are automatically considered "interested persons." So if someone dies with spouse and children, those people are automatically interested persons. More remote family members may be interested persons if they stand to... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: If my father died in Delaware AND HAD property in Maryland before he remarried, are his children intitled to half the

Property. He was 78 and his wife of 8 yrs is 47. I was told that because of her age in Delaware she gets 87% and his children get 13%. Is this the same in Maryland?

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

Generally speaking the laws of the place of the decedent's domicile will control. Estates with property in multiple jurisdictions can get complicated. It may be necessary to open an ancillary estate in Maryland depending on how the property was titled.

Under Maryland law, a person...
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1 Answer | Asked in Estate Planning for Maryland on
Q: I'm the Personal Representative of my mother's estate. Does her house have to be deeded to me in order to sell?
Paul E. Draper
Paul E. Draper
answered on Jan 3, 2017

Your late mother's house can be sold through her estate by the personal representaive or after it has been transferred from her estate to the designated legatees or heirs by them. There are certain benefits availble to an estate to sell real property which is not available to individuals... View More

1 Answer | Asked in Real Estate Law and Estate Planning for Maryland on
Q: Upon the death of a homeowner, who becomes responsible for paying the mortgage?

The property is in disrepair and cannot be sold for the amount owed. Also, if the property has been willed to individuals that won't pay the mortgage, will the full amount owed end up being the responsibility of the estate? Thankfully the owner is still alive, but not well. He is trying to... View More

Thomas C. Valkenet
Thomas C. Valkenet
answered on Dec 26, 2016

Whomever is still on the mortgage. Otherwise it is up to the estate of the deceased person to liquidate the asset and pay off the loan. The current owner may try a short sale, but if the property is in poor condition it is likely nobody can get financing.

1 Answer | Asked in Estate Planning for Maryland on
Q: Can there be more than one administrator of an estate if the person died in Sampson county north carolina
Bennett James Wills
Bennett James Wills
answered on Oct 18, 2016

Usually there can be more than one administrator of an estate. But you should ask your question on the North Carolina forum for information related to that state's laws.

1 Answer | Asked in Estate Planning for Maryland on
Q: Q: In the state of Maryland, after her mother has passed, if a personal representative (PR) lives in the mother's home

Q: After her mother has passed, if a personal representative (PR) lives in the mother's home and does not pay rent to the

and does not pay rent to the estate is the personal representative responsible to all pay the utilities for that home? What about if none of the other legatees... View More

Paul E. Draper
Paul E. Draper
answered on Jun 1, 2016

As with most legal questions, there is generally not one correct answer for all circumstances, but is based on the underlying facts of that situation. If the personal representative moved in to your mother's home to preserve and protect it during the administration of the estate, that... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: My mother has a reverse mortgage on her house and there will be a negative equity of $50,000 owed when she passes.

I do not wantany responsibilty for the house , how does my mother keep that from happening? I don't want to be responsible for the balance on the house or the death or estate taxes.

Paul E. Draper
Paul E. Draper
answered on Mar 12, 2016

Assuming that your mother's reverse mortgage is federally insured, upon her death the outstanding balance of the mortgage becomes due, however, neither her estate nor any anyone inheriting from her estate will become liable for that debt. In your mother's case where there is no equity in... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: How can my sister protect herself against a petition for ownership of a house my mother left her in the will.

My retired mother married my step-dad 8 years ago. My step-dad moved in on a consistent basis about 4 years ago and has been living in the house since. My mother died and left everything to my sister in a will. my sister is my only sibling. My step-dad petitioned at the Register of Wills against... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 24, 2015

Under Maryland law, a spouse can legally demand 1/3 of the deceased spouse's estate, even if they were left nothing in the Will.

However, a spouse cannot usually demand more than this 1/3. It sounds from your post that the surviving spouse seeks the entire estate.

Your...
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1 Answer | Asked in Estate Planning for Maryland on
Q: How can my husband take his name of an estate that he and his two siblings received from a will?

The will was left by his great aunt under his mother's name, but my husbands mom died before the great aunt so all of the inheritance went to my husband and his two siblings. My husband wants nothing to do with the estate while his two siblings are actually living in the estate. We would like... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 24, 2015

If nothing has been distributed, this can be done by disclaiming an interest in the estate. If he is already on the deed, he could deed the property to the siblings living in the property. However, since deed transfers can trigger a variety of taxation issues it is wise to seek legal counsel... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: How do I find the information on line concerning a will? My godmother died in NC (she had left me in her will)

I did not know about a will and I had not seen her for 22 years. Another god child who I did not know contacted me. She sent me a renunciation to qualify form. It seems that a revised will was rejected by the court and I may have listed as a executor of the original will. I have not seen the will... View More

Terrence H Thorgaard
Terrence H Thorgaard
answered on Sep 14, 2015

Does the form have on it the location of the court and a case number? Contact the clerk of that court and arrange to have a copy of the file sent to you.

2 Answers | Asked in Estate Planning for Maryland on
Q: How do I file an eception to a 3rd not final account, in Baltimore Cnty. I inherited and recieved a house.

Due to neglect & mismanagement by the personal representive. Damages were done to the property by bursted water pipes,from no heat. The property was covered by insurance. But the repairs are really bad and incomplete. There is nothing in the account filing showing the cost of repairs or... View More

Robert Jason De Groot
Robert Jason De Groot
answered on Sep 6, 2015

Perhaps you should have a full discussion with a local probate attorney.

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1 Answer | Asked in Estate Planning for Maryland on
Q: My mother's estate is worth less than $100,000.00. The beneficiaries of the estate are my sister, me, and my brother-in-

law. Will we owe any inheritance tax?

Paul E. Draper
Paul E. Draper
answered on Jul 21, 2015

A probate estate or the persons receiving under that estate may be subject estate and/or inheritance taxes. Due to the size of the estate and whose inheriting from it, there will be neither estate nor inheritance taxes owing. For estates of decedent's who died in 2015, no federal estate... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: My mother owns a home which she wants to gift to me. She's having trouble conveying this after her stroke.

What can she do to transfer the property if her speech is not clear and she can't write it out?

Paul E. Draper
Paul E. Draper
answered on Jul 16, 2015

Your mother can only gift and transfer any property she owns if she is found to be competent to do so. This finding of competency is predominantly a medical decision and her treating physicians or a specialist such as a neurologist should evaluate your mother to determine if she is competent. If... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Do I have to leave any part of my estate to my spouse? I live in the state of Maryland.
Paul E. Draper
Paul E. Draper
answered on Jul 15, 2015

A spouse is not required to leave any assets to a surviving spouse under his or her will. However, if a spouse is disinherited or left a nominal amount under a deceased spouse's will then the surviving spouse can elect against the deceased spouse's estate and receive one-third of the... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Can I request a copy of the estate record without the family of the deceased to know?I don't want them get a wrong idea.
Thomas C. Valkenet
Thomas C. Valkenet
answered on Sep 5, 2014

All probate files are open for public inspection and copying, at the courthouse. Nobody will know you were there. You may also mail in requests for documents, with payment for copying costs.

1 Answer | Asked in Estate Planning for Maryland on
Q: My young daughter inherited 100k from my parents estate. Can she be added as joint owner w me on their house to satify w

I inherited all of my parents estate with exception of $100k that is supposEd to be in a trust. There isn't any cash in estate just very nice home in which we live in and 2 cars. If I add my daughter to be joint owner on the deed will that satisfy the will or will probate judge make me sell... View More

Stephen John Reichert
Stephen John Reichert
answered on May 22, 2014

Look to the Trust language as it should specify how (from what assets) the Trust should be funded. What you propose seems unlikely to satisfy the conditions of a Trust as the property would not be in the Trust if your daughter was simply added to the Deed.

1 Answer | Asked in Estate Planning for Maryland on
Q: can a sibling become joint tenant on parents house and thereby exclude other siblings from inheritance
Charles Snyderman
Charles Snyderman
answered on May 2, 2014

If parents add a child's name to their deed as a joint tenant, and the parents later die, the child will be the sole owner of the house. Keep in mind that the other children might challenge the validity of the deed if they think it was signed under duress or when one or both of the parents was... View More

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