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RULE 10-803. AUGMENTED ESTATE

West's Annotated Code of MarylandMaryland RulesEffective: October 1, 2021

West's Annotated Code of Maryland
Maryland Rules
Title 10. Guardians and Other Fiduciaries
Chapter 800. Revocable Trusts
Effective: October 1, 2021
MD Rules, Rule 10-803
RULE 10-803. AUGMENTED ESTATE
Currentness
(a) Generally. A trust that is revocable at the time of death of the settlor is part of the decedent-settlor's augmented estate for the purposes of calculating the estate subject to election by a surviving spouse pursuant to Code, Estates and Trusts Article, Title 3, Subtitle 4.
(b) Duties of Trustee. On receipt of a written request by the decedent-settlor's surviving spouse, the trustee of a revocable trust shall deliver all information necessary to calculate the elective share.
Cross-reference: Code, Estates and Trusts Article, § 3-409.
(c) Value and Sources of Payment. The orphans' court may issue orders that may be necessary to determine or modify the value or sources of payment of an elective share.
Cross-reference: See Code, Estates and Trusts Article, §§ 2-102 and 3-413.
Source: This Rule is new.

Credits

[Adopted July 9, 2021, eff. Oct. 1, 2021.]
MD Rules, Rule 10-803, MD R GUARD AND FIDUCIARIES Rule 10-803
Current with amendments received through February 1, 2023. Some sections may be more current, see credits for details.
End of Document