RULE 6-404. INFORMATION REPORT
West's Annotated Code of MarylandMaryland Rules
MD Rules, Rule 6-404
RULE 6-404. INFORMATION REPORT
Within three months after appointment, the personal representative shall file with the register an information report in the following form:
[CAPTION]
Date of Death __________
[ ] With [ ] Without Will
INFORMATION REPORT
1. a. At the time of death did the decedent have any interest as a joint owner (other than with a person exempted from inheritance tax by Code, Tax General Article, § 7-203) in any real or leasehold property located in Maryland or any personal property, including accounts in a credit union, bank, or other financial institution?
[ ] No | [ ] Yes | If yes, give the following information as to all such jointly owned property: |
Name, Address, and Relationship of Joint Owner | Nature of Property | Total Value of Property |
[ ] No | [ ] Yes | If yes, give the following information as to such property: |
Address, and Nature of Property | Case Number, Names, and Location of Court Where Any Court Proceeding Has Been Initiated With Reference to the Property |
2. Except for a bona fide sale or a transfer to a person exempted from inheritance tax pursuant to Code, Tax General Article, § 7-203, within two years before death did the decedent make any transfer of any material part of the decedent's property in the nature of a final disposition or distribution, including any transfer that resulted in joint ownership of property?
[ ] No | [ ] Yes | If yes, give the following information as to each transfer. |
Date of Transfer | Name, Address, Relationship of Transferee | Nature of Property Transferred | Total Value of Property |
3. Except for interests passing to a person exempted by Code, Tax General Article, § 7-203, at the time of death did the decedent have (a) any interest less than absolute in real or personal property over which the decedent retained dominion while alive, including a P.O.D. account, (b) any interest in any annuity or other public or private employee pension or benefit plan, (c) any interest in real or personal property for life or for a term of years, or (d) any other interest in real or personal property less than absolute, in trust or otherwise?
[ ] No | [ ] Yes | If yes, give the following information as to each such interest: |
Description of Interest and Amount or Value | Date and Type of Instrument Establishing Interest | Name, Address, and Relationship of Successor, Owner, or Beneficiary |
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.
Date: | |
Personal Representative(s) |
____________________
Attorney
____________________
Address
____________________
____________________
Telephone Number
____________________
Facsimile Number
____________________
E-mail Address
Cross reference: Code, Tax General Article, §§ 7-201 and 7-224. See Code, Estates and Trusts Article, § 1-401 and Code, Financial Institutions Article, § 1-204 concerning transfers on death of funds in multiple party accounts, including P.O.D. accounts. See in particular § 1-204(b)(8) and (b)(10), defining multiple party and P.O.D. accounts.
Credits
[Adopted June 28, 1990, eff. Jan. 1, 1991. Amended May 14, 1992, eff. July 1, 1992; Dec. 8, 1992; Jan. 11, 1994; Feb. 10, 1998, eff. July 1, 1998; March 5, 2001, eff. July 1, 2001; Sept. 17, 2015, eff. Jan. 1, 2016.]
MD Rules, Rule 6-404, MD R DEC EST Rule 6-404
Current with amendments received through October 1, 2023. Some sections may be more current, see credits for details.
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