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RULE 10-501. PETITION FOR ASSUMPTION OF JURISDICTION OVER A FIDUCIARY ESTATE OTHER THAN A GUARD...

West's Annotated Code of MarylandMaryland Rules

West's Annotated Code of Maryland
Maryland Rules
Title 10. Guardians and Other Fiduciaries
Chapter 500. Fiduciary Estates Other than Guardianships
MD Rules, Rule 10-501
RULE 10-501. PETITION FOR ASSUMPTION OF JURISDICTION OVER A FIDUCIARY ESTATE OTHER THAN A GUARDIANSHIP
Currentness
(a) Who May File. A fiduciary or other interested person may file a petition requesting a court to assume jurisdiction over a fiduciary estate other than a guardianship of the property of a minor or disabled person.
(b) Venue. The petition shall be filed in the county in which all or any part of the property of the estate is located or where the fiduciary, if any, resides, is regularly employed, or maintains a place of business.
(c) Contents. The petition shall be captioned “In the Matter of ...” [stating the name of the fiduciary estate]. It shall be signed and verified by the petitioner, and shall contain at least the following information:
(1) The petitioner's name, address, age, and telephone number.
(2) The reason for seeking the assumption of jurisdiction by the court and a statement of the relief sought, specifying the extent to which court jurisdiction over the fiduciary estate is desired.
(3) An identification of any instrument creating the estate, with a copy attached to the petition, if possible, and, if not, an explanation of its absence.
(4) The name, address, telephone number, and nature of interest of all interested persons and all others exercising control of any of the fiduciary estate, to the extent known or reasonably ascertainable.
(5) The nature of the interest of the petitioner.
(6) The nature, value, and location of the property comprising the fiduciary estate.
Source: This Rule is derived from former Rule V71 a, b 1, and c.

Credits

[Adopted June 5, 1996, eff. Jan. 1, 1997.]
MD Rules, Rule 10-501, MD R GUARD AND FIDUCIARIES Rule 10-501
Current with amendments received through February 1, 2024. Some sections may be more current, see credits for details.
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