Section 5-206 - Form of petition.
§ 5-206. Form of petition.
In a proceeding for administrative or judicial probate the petition for probate shall be in substantially the following form:
In the Orphans' Court for
(or) _____________________________________________, Maryland
Before the Register of Wills for
in the Estate of:
__________________ Estate No. ___________________________________
For:
[] Regular Estate - [] Small Estate - [] Will of No
Petition for probate, Petition for Administration, Estate -
estate value in estate value of $20,000 Complete Items
excess of $20,000. or less. Complete 2 and 5
Complete and attach and attach
Schedule - A. Schedule - B.
The Petition of:
________________________ _________________________________________
Name Address
__________________________________________________________________
________________________ _________________________________________
Name Address
__________________________________________________________________
________________________ _________________________________________
Name Address
__________________________________________________________________
Each of us states:
1. I am (a) at least 18 years of age and either a citizen of the United States or a permanent resident alien spouse of the decedent or (b) a trust company or any other corporation authorized by law to act as a personal representative.
2. The decedent, __________________________________________________, was domiciled in __________________ County, State of ________________________________________ and died on the __________ day of ______________ 20________, at __________________.
3. If the decedent was not domiciled in this county at the time of death, this is the proper office in which to file this petition because:
__________________________________________________.
4. I am entitled to priority of appointment as personal representative of the decedent's estate pursuant to § 5-104 of the Estates and Trusts Article, Annotated Code of Maryland because:
_____________________________________________________________________________
_____________________________________________________________________________
and I am not excluded by § 5-105 (b) of the Estates and Trusts Article, Annotated Code of Maryland from serving as personal representative.
5. I have made a diligent search for the decedent's will and to the best of my knowledge:
[] none exists; or
[] the will dated __________________ (including codicils, if any, dated __________________) accompanying this petition is the last will and it came into my hands in the following manner:
_____________________________________________________________________________
_____________________________________________________________________________
and the names and last known addresses of the witnesses are:
____________________________________________________ ______________
____________________________________________________ ______________
____________________________________________________ ______________
6. Other proceedings, if any, regarding the decedent or the estate are as follows:
_____________________________________________________________________________
_____________________________________________________________________________
7. If any information required by paragraphs 2 through 6 has not been furnished, the reason is:
_____________________________________________________________________________
_____________________________________________________________________________
8. If appointed, I accept the duties of the office of personal representative and consent to personal jurisdiction in any action brought in this State against me as personal representative or arising out of the duties of the office of personal representative.
WHEREFORE, I request appointment as personal representative of the decedent's estate and the following relief as indicated:
[] that the will and codicils, if any, be admitted to administrative probate;
[] that the will and codicils, if any, be admitted to judicial probate;
[] that the will and codicils, if any, be filed only;
[] that the following additional relief be granted: __________________________
_____________________________________________________________________________
_____________________________________________________________________________
I solemnly affirm under the penalties of perjury that the contents of the foregoing petition are true to the best of my knowledge, information, and belief.
__________________________________ _______________________________
Attorney's Signature Petitioner Date
__________________________________ _______________________________
Address Petitioner Date
__________________________________ _______________________________
Petitioner Date
__________________________________ _______________________________
Telephone Number Telephone Number
In the Orphans' Court for
(or) _____________________________________________, Maryland
Before the Register of Wills for
in the Estate of:
__________________ Estate No. ___________________________________
Schedule - A
REGULAR ESTATE
Estimated Value of Estate and Unsecured Debts:
Personal property (approximate value) .................... $ ____________
Real property (approximate value) .................... $ ________________
Value of Property subject to:
(a) Direct Inheritance Tax of __________ % .................... $ ________
(b) Collateral Inheritance Tax of __________ % .................... $ ____
(c) Collateral Inheritance Tax of __________ % .................... $ ____
Unsecured Debts (approximate amount) .................... $ _____________
.............................................................................
(FOR REGISTER'S USE)
Safekeeping Wills __________________ Custody of Wills ________________________
Bond Set $ ______________________________ Deputy _____________________________
In the Orphans' Court for
(or) _____________________________________________, Maryland
Before the Register of Wills for
in the Estate of:
__________________ Estate No.
_________________________________________________________________
Schedule - B
SMALL ESTATE
Assets and Debts of the Decedent:
1. I have made a diligent search to discover all property and debts of the decedent and set forth below are:
(a) A listing of all real and personal property owned by the decedent, individually or as tenant in common, and of any other property to which the decedent or estate would be entitled, including descriptions, values, and how the values were determined:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
1.
(b) A listing of all creditors and claimants and the amounts claimed, including secured*, contingent and disputed claims:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
2. Allowable funeral expenses are $ __________________; statutory family allowances are $ ________________________________________; and expenses of administration are $ ________________________________________.
3. Attached is a List of Interested Persons.
*Note: § 5-601 (d) of the Estates and Trusts Article, Annotated Code of Maryland "For the purpose of this subtitle - Value is determined by fair market value of property less debts of record secured by the property as of the date of death, to the extent that insurance benefits are not payable to the lien holder or secured party for the secured debt."
I solemnly affirm under the penalties of perjury that the contents of the foregoing schedule are true to the best of my knowledge, information, and belief.
__________________________________ _______________________________
Attorney's Signature Petitioner Date
__________________________________ _______________________________
Address Petitioner Date
__________________________________ _______________________________
Telephone Number Telephone Number
[An. Code 1957, art. 93, § 5-206; 1974, ch. 11, § 2; 1997, ch. 693; 2000, ch. 61, §§ 2, 6.]