Everything you need to know about Maryland Form Modified Administration Packet, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related MD probate forms.
There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.
Modified Administration Packet is a commonly used form within Maryland. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Modified Administration Packet:
This form pertains to the State of Maryland
The official Maryland source for this form is here.
Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Maryland’s Form Modified Administration Packet up to date, certain details can change from time-to-time with little or no communication.
Double check that you have both the correct form name and the correct form ID. Some Maryland probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.
Fill out all relevant fields in Form Modified Administration Packet, take a break, and then review. Probate and estate settlement processes in MD are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!
Note: If you don’t currently know all of the answers and are accessing Form Modified Administration Packet online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).
Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.
This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.
It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.
Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?
👉 Find and Contact your Local Probate Court
👉 What is a Domicile Jurisdiction?
Different probate forms or processes can require different deadlines or response times for completing the appropriate form.
While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.
Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Maryland.
The sooner you begin, the faster Maryland can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?
In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.
Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.
It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Maryland. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.
If a house in the State of Maryland is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.
If you’re not using Atticus to get specific forms, deadlines, and timelines for Maryland probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Maryland probate clerk or court for exact answers regarding Form Modified Administration Packet, and when in doubt— consult a qualified trust & estates lawyer for that area.
Modified Administration Packet is one of the many probate court forms available for download through Atticus.
It may also be available through some Maryland probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Maryland.
While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Modified Administration Packet f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Maryland probate court office.
Modified Administration Packet is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Maryland-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.
Form Modified Administration Packet is a probate form in Maryland.
Maryland has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Maryland.
During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.
Probate in Maryland, especially without guidance, can take years to finish and cost upwards of $14,000.
What is probate, exactly?
Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).
All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate.
To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate.
Where can I get help with Probate?
The best place? Create an account in Atticus to start getting estate-specific advice.
You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make the best decisions (plus you can write it off as an executor expense).
We’ve also created a list of other probate services. Be sure to check it out!
What does a MD executor or personal representative have to do?
An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone.
The executor is responsible for the complete management of the probate process, including major responsibilities such as:
Creating an inventory of all probate assets.
Filling out all necessary forms
Paying off all estate debts and taxes
Submitting reports to the court and beneficiaries as requested
And much more. This process often stretches longer than a year.
For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding.
Here’s the text, verbatim, that is found on Maryland Form Modified Administration Packet. You can use this to get an idea of the context of the form and what type of information is needed.
ESTATE NO.ESTATE OF: BEFORE THE REGISTER OF WILLS FOR , MARYLAND (c) &#x26;#x308; Each of the residuary legatees named in the will or &#x26;#x308; each of the heirs of the intestate decedent is either: &#x26;#x308; The decedent&#x26;#x27;s personal representative &#x26;#x308; an individual or an entity exempt from inheritance tax in the decedent&#x26;#x27;s estate under &#x26;#xA7;7-203 (b), (e), (f) of the Tax - General Article, and &#x26;#x308; trusts under which each person who has a current interest in the trust is an individual or entity exempt from inheritance tax in the decedent&#x26;#x2019;s estate under &#x26;#xA7;7-203 (b), (e), and (f) of the Tax-General Article. ELECTION OF PERSONAL REPRESENTATIVE FOR MODIFIED ADMINISTRATION I solemnly affirm under the penalties of perjury that the contents of this document are true to the best of my knowledge, infor mation and belief. Address Telephone Number 1. I elect Modified Administration. This estate qualifies for Modified Administration for the following reasons: (a) The decedent died on (b) This Election is filed within 3 months from the date of my appointment which was on (d) Con sents of all residuary legatees of a testate decedent and the heirs at law of an intestate decedent &#x26;#x308; are filed herewith or &#x26;#x308; were filed previously. (e) The estate is solvent and the assets are sufficient to satisfy all specific legacies. (f) Final distribution of the estate can be made within 12 months after the date of my appointment. 2. Property of the estate is briefly described as follows: Description Estimated Value 3. I acknowledge that I must file a verified Final Report Under Modified Administration no later than 10 months after the date of appointment and that, upon request of any interested person, I must provide a full and accurate Inventory and Account to all interested persons. I acknowledge that if I discover property of the decedent after the time for filing a verified Final Report Under Modified Administration, I must file the verified Report with respect to the after-discovered property within 60 days of the discovery of the property. 4. I acknowledge the requirement under Modified Administration to make full distribution within 12 months after the date of appointment, unless I discover property of the decedent after the time for making full distribution, in which case I must make final distribution of the after-discovered property within 90 days of the discovery of the property. 5. I acknowledge and understand that Modified Administration shall continue as long as all the requirements are met. Personal Representative Per sonal Representat ive Personal Representat ive Attorney &#x26;#x308; with a will or &#x26;#x308; without a will. Address Facsimile Number Email Address RW1141 Rev. 01/01/2016 R OWNET PDF BEFORE THE REGISTER OF WILLS FOR , MARYLAND ESTATE OF:ESTATE NO. CONSENT TO ELECTION FOR MODIFIED ADMINISTRATION I am a 1. Instead of filing a formal Inventory and Account, the personal representative will file a verified Final Report Under Modified Administration no later than 10 mont hs after the date of appointment, unless the personal representative discovers property of the decedent after the time for filing a verified Final Report Under Modified Administration in which case the personal representative must file the verified Report with respect to the after-discovered property within 90 days of the discovery of the property. 2. Upon written request to the personal representative by any legatee not paid in full or any heir-at-law of a decedent who died w ithout a will, a formal Inventory and Account shall be provided by the personal representative to the legatees or heirs of the estate. 3. At any time during administration of t he estate, I may revoke Modified Administration by filing a written objection to M odified Administration with the Register of Wills. Once filed, the objection is binding on the estate and cannot be withdrawn. 4. If Modified Administration is revoked, the estate will proceed under Administrative Probate and the personal representative shall file a formal Inventory and Account, as required, until the estate is closed. 5. Unless I waive notice of the verified Final Report Under Modified Administration, the personal representative will provide a copy of the Final Report to me, upon its filing which shall be no later than 10 months after the date of appointment. 6. F inal distribution of the estate will occur not later than 12 months after the date of appointment of the personal representative, unless the personal representative discovers property of the decedent after the time for making full distribution, in which case the personal representative must make final distribution of the after-discovered property within 90 days of the discovery of the property. Signature of Residuary Legatee or Heir Type or Print Name Signature of Residuary Legatee or Heir Signature of T rustee Type or Print Name Type or Print Name State Relationship to Decedent State Relationship to Decedent Signature of T rustee Type or Print Name &#x26;#x308; (e), and (f), residuary legatee, who is the decedent&#x26;#x27;s personal representative, an individual or an entity exempt from inheritance tax under &#x26;#xA7;7-203 (b), (e), and (f) of Code, Tax General Article, &#x26;#x308; an heir of the decedent who died intestate, and I am the decedent&#x26;#x27;s personal representative, an individual or an entity exempt from inheritance tax under &#x26;#xA7;7-203 (b), &#x26;#x308; or a trustee of a trust under which each person who has a current interest in the trust is an individual or entity exempt from inheritance tax in the decedents estate under &#x26;#xA7;7-203 (b), (e), and (f) of the Tax-General Article. RW1142 Rev. 01/01/2016 R OWNET PDF