Welcome to the Maryland Register of Wills Association 2007 Fall Uniformity Survey.

  • Please select your county/city from the drop down menu and then complete your questions.
  • Once you have competed the survey please click the print button to create a copy for your records.
  • Then click the Submit button to submit your answers into our database, only one survey per county will be saved.

If you have already submitted a survey or receive a duplicate entry error please contact me to clear your answers and you will be permitted to submit another survey. This survey takes approximately 30 minutes to complete.

If you have any questions or problems with the survey please contact Charlie Keyser @ (240) 777 - 9600

Please Select Your County/City

  1. What estate forms do you include when preparing an exemplified copy for out of state real property?


     

  2. Do you charge the following agencies?
    a. D.H.M.H.     Yes No
    b. Attorney Grievance Committee     Yes No
    c. Comptrollers’ Office     Yes No
    d. IRS      Yes No

    Comments:
     

  3. In a Regular Estate do you allow charges for additional letters of administration, copies and certified mail to be billed to the estate ledger and paid prior to the closing of the estate or do you require they pay prior to the issuance of the request?

    a. charge to the estate ledger
    b. pay in advance

    Comments:
     

  4. Do you list the trustees on the list of interested persons when distribution is being made to a trust?
     Yes No

    Comments:

     

  5. Upon completion of a small estate for a motor vehicle, the personal representative mentions there may be a bank account, however they have no information. What procedure do you follow?

    a. tell the personal representative to show the administrative probate order and obtain information only and return to the office to revise schedule B.
    b. issue a limited order.
    c. issue a Letter of Administration and type on it for “Information Purposes Only” and highlight it.

    Comments:

     

  6. How many Letters of Administration do you allow to be issued in a:
     a. small estate  
     b. regular estate

    Comments:

     

  7. When a purported Will is delivered to your office prior to a Petition for Probate, do you request (or require) a Will of No Estate form?
    Yes No

    Comments:

     

  8.  If a Successor Personal Representative is appointed in a modified administration (due to the death of the personal representative) do you allow the Successor Personal Representative to continue with modified administration if it remains within the time limits or if they file for a 90 day extension?
    Yes No

    If yes, what forms if any do you require?
    Comments:

     

  9. What do you do with old claims that have no estate, but have been scanned into the system?

    Comments:

     

  10. Do you docket draft accounts?

    Yes No

    Comments:

     

  11. If any document gets filed in your office with the Social Security number
    listed for the decedent and/or beneficiaries, do you?

    a. make a copy and white them out and then scan the document
    b. scan the original as it was filed


     

  12. Do you delete your ticklers once an estate has closed?
    Yes No

    If not, why do you keep them?
    Comments:

     

  13. Do you docket Letters of Administration?
    Yes No

    Comments:

     

  14. What code do you use to docket certificate of publication for a modified estate?

    Comments:

  1. Do you still docket information in the old docket books?
    Yes No

    If yes, which sequence do you follow for docketing, the format established
    in ROW or the format established prior to ROW?


     

  2. When using the tax assessment in lieu of an appraisal which amount do you use as the value of the property?

    a. the “phase-in assessment value” closest to the date of death?
    b. the “total base value”?
    c. the “current value” (shown as value as of date of death)?

    Explain why.

    Comments:

     

  3. A signed account with a verification and certificate of service is filed and docketed. During the audit process corrections and additional information is required. What procedure do you follow?

    a. return the account for corrections?
    b. have the attorney/personal representative correct certain pages and insert them in the already filed account?
    c. send notice to the attorney/personal representative of the auditors findings and request corrections with an amended/revised account including a verification and a new certificate of service?

    Comments:
     

  4. Do you allow the attorney/personal representative to bring in the income, gains and losses in a Modified Administration?
     Yes No

    If not, what do you base the maximum attorney’s fees/ personal representatives commissions on?
    Comments:

     

  5. a. Does your court require a Petition for Attorney’s Fees when fees are
    shown on an account for legal services performed in administering a foreign estate?
    Yes No

    b. Does your court take the amount of attorney’s fees for a foreign estate into consideration when calculating the maximum allowable commissions?
    Yes No

    Comments:

     

  6. Is a Guardian/PR entitled to Guardianship Commissions from the date of death until the time the funds are delivered to the Personal Representative?
    Yes No

    Comments:

     

  7. When the final report in modified administration is filed and shows that there is not enough funds to satisfy the testamentary gifts in full, does this revoke modified administration?
    Yes No

    Comments:

     

  8.  Do you accept an appraisal completed on our Inventory supporting schedule with the contents required pursuant to MD Rule 6-403 or do you require a ten (10) page appraisal with comparables?

    Yes, accept appraisal completed on our forms
    No, require formal appraisal with comparable

    Comments:

     

  9. What do you require when an account does not show the family allowance for the:

    spouse:

    minor child:


    Comments:

     

  10. A petition for fees and/or commissions is filed stating that the total fees/commissions do not exceed the amount provided in ET §7-601. However, you determine that the amount does exceed the maximum allowable. Which procedure do you follow?

    a. Require that the petition be amended
    b. Advise the Judge of discrepancy when you submit the petition for consideration.
    c. No action taken

    Comments:

     

  11. An information Report is filed with a taxable trust. The attorney submits a list of assets and requests additional time to determine the expenses to offset the inheritance tax. Do you allow more than 10 months from date of death when an extension to file the FET/MET has been granted?
    Yes No


     

  12. Do you require complete bank account numbers to be placed on the Inventory/ Information Report or Modified Final Report?
    Yes No

    Comments:

     

  13. Do you require a copy of the trust instrument to verify taxable distributions in the trust?
    Yes No

    What authority do you cite if challenged?

    Comments:

     

  14. Do you assess tax on distribution to a former daughter-in-law when her spouse (decedent’s son) predeceased his mother (current decedent)?
    Yes No

    Comments:

 

 

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© 2007 Register of Wills Montgomery County