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RULE 6-404. INFORMATION REPORT

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 6-404
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
 
 
 
 
 
 
 
 
 
1. b. At the time of death did the decedent have any interest in any real or leasehold property located outside of Maryland either in the decedent's own name or as a tenant in common?
[ ] 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 May 15, 2022. Some sections may be more current, see credits for details.
End of Document