Md. R. Guard. & Fid. 10-707

As amended through April 5, 2024

Rule 10-707 - Inventory and Information Report

(a) Duty to File. Within 60 days after jurisdiction has been assumed or a fiduciary has been appointed, the fiduciary shall file an inventory and information report in substantially the form approved by the State Court Administrator and posted on the Judiciary website

(b)Examination Not Required. Unless the court otherwise directs, it shall not be necessary that the assets listed in the report be exhibited to or examined by the court, the trust clerk, or auditor.

(c)Notice. Unless the court orders otherwise, the trust clerk or fiduciary shall furnish a copy of the report to any interested person who has made a request for it.

Md. R. Guard. & Fid. 10-707

This Rule is derived as follows:

Section (a) is in part derived from former Rule V74 b 1 and 2 and is in part new.

Section (b) is derived from former Rule V74 b 3.

Section (c) is new.

Adopted June 5, 1996, eff. 1/1/1997. Amended Sept. 17, 2015, eff. 1/1/2016; Nov. 19, 2019, eff. 1/1/2020.

HISTORICAL NOTES

2015 Orders

The September 17, 2015, order, modified the affirmation clause in the form and added lines to the form for an attorney's facsimile number and e-mail address.

Derivation:

Maryland Rule of Procedure V74, revised eff. Feb. 2, 1970, amended eff. July 1, 1974, related to inventory and accounting, rescinded June 5, 1996, eff. Jan. 1, 1997.