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RULE 6-402. FORM OF INVENTORY

West's Annotated Code of MarylandMaryland Rules

West's Annotated Code of Maryland
Maryland Rules
Title 6. Settlement of Decedents' Estates
Chapter 400. Administration of Estates
MD Rules, Rule 6-402
RULE 6-402. FORM OF INVENTORY
Within three months after appointment, the personal representative shall file with the register (1) an inventory consisting of a summary and supporting schedules in the forms set forth in this Rule and (2) any required appraisal in conformity with Rule 6-403.
(a) Form of Summary.
[CAPTION]
Date of Death __________
INVENTORY
Summary
Schedule
Type of Property
Appraised
Value
A
Real
 
$
 
B
Leasehold
 
$
 
C
Tangible personal
 
$
 
D
Corporate stocks
 
$
 
E
Bonds, notes, mortgages, debts due to the decedent
 
$
 
F
Bank accounts, savings and loan accounts, cash
 
$
 
G
All other interests
 
$
 
Total
$
 
I solemnly affirm under the penalties of perjury that the contents of this document are true to the best of my knowledge, information, and belief and that any property valued by me which I have authority as personal representative to appraise has been valued completely and correctly in accordance with law.
Date:
 
 
 
Personal Representative(s)
 
Attorney
 
Address
 
 
Telephone Number
 
Facsimile Number
 
E-mail Address
(b) Form of Supporting Schedules.
Inventory of Estate of __________
Estate No. __________
SCHEDULE __________
Item
No.
Description
Market
Value
Total
$
 
Verification of appraiser other than personal representative, if not supplied separately:
I solemnly affirm under the penalties of perjury that I appraised the property listed on this schedule on the __________ day of __________ (month), __________ (year), and that the appraisal was done impartially and to the best of my skill and judgment.
I solemnly affirm under the penalties of perjury that I appraised the property listed on this schedule on the __________ day of __________ (month), __________ (year), and that the appraisal was done impartially and to the best of my skill and judgment.
 
Signature of Appraiser
 
Name and Address
Instructions:
Pursuant to Code, Estates and Trusts Article, § 7-201,
1. Describe each item in reasonable detail, and indicate its appraised gross market value as of the date of death of the decedent.
2. If an item is encumbered, show the type and amount of any encumbrance in the description.
3. For real and leasehold property, give a description sufficient to identify the property and the title reference by liber and folio.
4. In listing tangible personal property it is not necessary to list wearing apparel other than furs and jewelry.
Cross reference: Code, Estates and Trusts Article, § 7-201 and 7-202.

Credits

[Adopted June 28, 1990, eff. Jan. 1, 1991. Amended May 14, 1992, eff. July 1, 1992; May 9, 2000, eff. July 1, 2000; March 9, 2010, eff. July 1, 2010; Sept. 17, 2015, eff. Jan. 1, 2016.]
MD Rules, Rule 6-402, MD R DEC EST Rule 6-402
Current with amendments received through May 15, 2022. Some sections may be more current, see credits for details.
End of Document