Md. R. Estate Settlem. 6-402

As amended through October 15, 2024

Rule 6-402 - Form of Inventory

Within three months after appointment, the personal representative shall file with the register (1) an inventory consisting of a summary and supporting schedules in the forms set forth in this Rule and (2) any required appraisal in conformity with Rule 6-403.

(a) Form of Summary.

[CAPTION]

		Date of Death __________
INVENTORY
Summary
Schedule	Type of Property	Appraised Value

A	Real __________________________	$ __________________________

B	Leasehold __________________________	$ __________________________

C	Tangible personal __________________________	$ __________________________

D	Corporate stocks __________________________	$ __________________________

E	Bonds, notes, mortgages, debts due to the decedent __________________________	$ __________________________
F	Bank accounts, savings and loan accounts, cash __________________________	$ __________________________

G	All other interests __________________________	$ __________________________

	Total__________________________	$__________________________

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 and that any property valued by me which I have authority as personal representative to appraise has been valued completely and correctly in accordance with law.

Date: _________________	_____________________

	_____________________
	Personal Representative(s)

_____________________
Attorney

_____________________
Address

_____________________

_____________________
Telephone Number

_____________________
Facsimile Number

_____________________
E-mail Address

(b) Form of Supporting Schedules.

Inventory of Estate of __________

Estate No. __________

SCHEDULE __________

Item No.	Description	Market Value



	Total	_____$_____

Verification of appraiser other than personal representative, if not supplied separately:

I solemnly affirm under the penalties of perjury that I appraised the property listed on this schedule on the __________ day of __________ (month), __________ (year), and that the appraisal was done impartially and to the best of my skill and judgment.

____________________________________________________________________

Signature of Appraiser

____________________________________________________________________

Name and Address

Instructions:

Pursuant to Code, Estates and Trusts Article, § 7-201,

1. Describe each item in reasonable detail, and indicate its appraised gross market value as of the date of death of the decedent.

2. If an item is encumbered, show the type and amount of any encumbrance in the description.

3. For real and leasehold property, give a description sufficient to identify the property and the title reference by liber and folio.

4. In listing tangible personal property it is not necessary to list wearing apparel other than furs and jewelry.

Md. R. Estate Settlem. 6-402

Adopted June 28, 1990, eff. 1/1/1991. Amended May 14, 1992, eff. 7/1/1992; 5/9/2000, eff. 7/1/2000; 3/9/2010, eff. 7/1/2010; 9/17/2015, eff. 1/1/2016.

HISTORICAL NOTES

2000 Orders

The May 9, 2000, order, in section (b), in the form, deleted the prefix "19" in the year.

2010 Orders

The March 9, 2010, order amended the cross reference.

2015 Orders

The September 17, 2015, order, conformed the affirmation clause to other affirmation clauses in Title 6 and added lines to the form for an attorney's facsimile address and e-mail address.

Code, Estates and Trusts Article, § 7-201 and 7-202.