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Maryland Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Maryland on
Q: If someone falsify a signature on the will what are the consequences?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 2, 2014

It is not clear whether your post refers to a witness' signature or the person allegedly making a will. If a document is presented as a will when it is not (either due to forgery or other reasons), the heirs have a right to challenge the false "will" by a caveat.... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: As a personal rep handling an estate, how do I force people living in the house which is part of the estate to vacate?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 2, 2014

Generally by filing in District Court to evict. An exception would be if the will grants the people living there the right to stay or if they are bona fide tenants, in which case the estate would collect the rent and act as landlord until the lease terminated.

1 Answer | Asked in Estate Planning for Maryland on
Q: Dad died two years ago and his spouse sold the house as a quick sale. Are living children entitled 2 the money
Paula J. Mcgill
Paula J. Mcgill
answered on Aug 7, 2013

It all depends.

She may have automatically obtained full ownership of the house through rights of survivorship or his will may have left it to her. If you have concerns, determine if he had a will. Also, deeds are public records. Check with the county land records where the house is located.

1 Answer | Asked in Estate Planning for Maryland on
Q: Does stepmother heir before biological adult children? My dad made most his money before marrying her...

My mother died awhile back and my father remarried. He recently passed away and we learned his wife was beneficiary on 401k. Most of money was earned prior to marrying her. Does his children have any recourse?

Paula J. Mcgill
Paula J. Mcgill
answered on Jun 25, 2013

Probably not. It is irrelevant if he earned his money before he was married. Also, if the children are all grown now and he chose to make the wife the beneficiary on the 401K, it is a valid decision unless he was not of sound mind and body when he made her the beneficiary.

This is the same...
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1 Answer | Asked in Estate Planning for Maryland on
Q: At what age can a person in Maryland claim his assets set up under the Transfer To Minors Act?
Thomas C. Valkenet
Thomas C. Valkenet
answered on May 31, 2013

It depends. Was the transfer pursuant to a Will? Then the Will may have an age. The statutory age may be different. Wills often incorporate the statute, but change the age. YOu may always ask the trustee, or come visit us with the documents. www.youngandvalkenet.com

1 Answer | Asked in Estate Planning for Maryland on
Q: Can an estate be opened, or a will probated, with an out-of-state death certificate?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 8, 2013

Yes. (The only reason to open an estate in MD is if the decedent was domiciled here or if there is property in the state of MD).

1 Answer | Asked in Estate Planning for Maryland on
Q: HOW FILL OUT A SCHDEDULE B SMALL ESTATE FORM

THE SCHEDULE B IS FOR A RELATIVE

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 8, 2013

Schedule B identifies the assets of the person who died, in other words what they owned at the time of their death. It also lists all creditors the deceased person owed money to.

1 Answer | Asked in Estate Planning for Maryland on
Q: Can I edit trust documents by replacing my ex wife's name with mine, and editing other information?
Paula J. Mcgill
Paula J. Mcgill
answered on Jan 12, 2013

The original trust documents cannot be simply edited once they are signed. However, depending on the type of trust and any prohibition or limitations on amending the trust documents, you may be able to draft a new document entitled "Amended ....." Check with the attorney who drafted the... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: How can I prepare an Affidavit for a Person to be Appointed Guardian In case something happens to me?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 14, 2012

Maryland recognizes two types of Guardians - guardians of the person & guardians of the property. A basic Power of Attorney should give the person you designate full authority to manage financial affairs without the expense or hassle of guardianship proceedings. Similarly an advance directive... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Where can I get the forms to create a Maryland domestic statutory trust?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Aug 23, 2012

Maryland law recognizes many types of valid trusts. These range from revocable living trusts to marital testamentary trusts to special needs trusts, annuity trusts, so forth and so on. It isn't clear from your question what type of trust you are attempting to create or for what purpose.... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: I have two estranged sons in NJ. I want to leave them nothing! Does MD probate mandate that I bequeath them in my will

I have two estranged sons – in NJ. I want to leave them nothing! Does MD probate mandate that I bequeath them in my will and / or name them as beneficiaries on my life insurance?

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jun 2, 2012

No. Assuming the children are not minors and that no separation agreement or other contract promises to name them as beneficiaries on an insurance policy, a parent in this state is not legally obliged to leave anything to their children.

1 Answer | Asked in Estate Planning for Maryland on
Q: If person give resignation as representative do they still have right to collect any incoming cash

If person tell you if have no money has been giving to the estate by a certain date then they are going to remove themselves from the estate. that time arrive and they do just that. But the appointed lawyer tell you when money comes in who she's giving money to but not to the children on... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Apr 23, 2012

It isn't clear whether you are talking about the personal representative getting a commission or getting a share of the estate as a beneficiary.

A personal representative is generally entitled to a commission but gets this money after either the court or the beneficiaries agree to the...
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1 Answer | Asked in Estate Planning for Maryland on
Q: How do i sue my two families if they are constantly pushing me out of the way of funerals and last wills and testazment
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 16, 2012

The facts surrounding your question are unknown but no one except a spouse has a legal right to demand anything not given in a last will & testament. Children and other heirs at law do have a right to see all probate filings, including seeing a copy of their family member's will after... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: My mother has died and my brother is executor. is he obligated to ensure that I receive my inheritance.

My mom's jewelry was to go to me. he is now saying that i stole it from safe deposit box. a box that was empty when i went there. he must be keeping it. i will not communicate with him. he is emailing me and says he needs my current address to send me my checks from estate. he has my... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Nov 8, 2011

I am sorry to hear of your mother's passing and the family tension. Yes, whomever is appointed as the personal representative must divide up all property in accordance with the will.

Yes, the PR needs the current mailing address for all interested persons/heirs. While I cannot...
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1 Answer | Asked in Estate Planning for Maryland on
Q: Three of us our in a will, one of us will be a personal representative. Should we continue usin the lawyer of the deceas
Bernard Marcel Raiche
Bernard Marcel Raiche
answered on Aug 28, 2011

You may need a lawyer to assist with probating the estate, or to help settle matters related to the assets in the estate. You may use the decedent’s lawyer, or the lawyer who drafted the Will, but unless the Will directs the personal representative to use that particular lawyer, there is no... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: How does one go about being appointed temporary fiduciary of sons estate
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jul 26, 2011

If you are referring to appointment over a deceased's estate, this is done by filing a petition for appointment as Personal Representative. Generally there is no "temporary" appointment, rather the PR serves until the estate is concluded, though it is possible to serve and later... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: As POA to my deceased brother, do I have a legal obligation to share his financial info with his Personal Rep frm a will
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jul 26, 2011

A POA has no validity after death and the Personal Representative should have information about all property titled in the deceased's name at the time of his/her death.

2 Answers | Asked in Estate Planning for Maryland on
Q: If a trustee is assigned to sell your property would I have to move out
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jul 26, 2011

If your question deals with foreclosure, once a substitute trustee sells property at auction, the court must approve or "ratify" the sale. At that time the purchaser at the foreclosure auction may move for possession of the property or to evict the residents. Note that changes to the... View More

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1 Answer | Asked in Estate Planning for Maryland on
Q: My mother has dementia and I am her pers. and prop. guardian. My sister is sucesr trustee. Who has final say on money
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jul 20, 2011

A trustee should manage any property held in Trust, while the Guardian of the Property should manage any property held in the individual name of the disabled person.

1 Answer | Asked in Estate Planning for Maryland on
Q: As the last surviving relative of a decedent can I be appointed the deceased's personal representative?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jul 20, 2011

If the deceased did not name anyone in the will to serve as PR, then yes, a surviving relative has priority to serve.

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