Everything you need to know about Maryland Form Regular Estate 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.
Regular Estate 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:
MD Form Regular Estate Packet is a probate form in Maryland. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Regular Estate 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 ’s Form Regular Estate 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 Regular Estate 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 Regular Estate 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.
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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 Regular Estate Packet, and when in doubt— consult a qualified trust & estates lawyer for that area.
Regular Estate 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 Regular Estate 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.
Regular Estate 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.
MD Form Regular Estate Packet is a probate form in Maryland. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.
Form Regular Estate 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 Regular Estate Packet. You can use this to get an idea of the context of the form and what type of information is needed.
FOR: REGULAR ESTATE PETITION FOR ADMINISTRATION Estate value in excess of $50,000. (If spouse is sole heir or legatee, $100,000.) Values for DOD before October 1, 2012 are $30,000 and $50,000 if spouse is the sole legatee or heir. Complete and attach Schedule A. SMALL ESTATE PETITION FOR ADMINISTRATION Estate value of $50,000 or less. (If spouse is sole heir or legatee, $100,000.) Values for DOD before October 1, 2012 are $30,000 and $50,000 if spouse is the sole legatee or heir. Complete and attach Schedule B. WILL OF NO ESTATE Complete items 2 and 9 The Petition of: LIMITED ORDERS Complete item 2 and attach Schedule C IN THE ESTATE OF: ESTATE NO. , MARYLAND BEFORE THE REGISTER OF WILLS FOR (OR) IN THE ORPHANS' COURT FOR ̈ ̈ ̈ Address Address Addre ss Name Name Name NOTE: For the purpose of computing whether an estate qualifies as a small estate, value is determined by the fair market value of property less debts of record secured by the property as of the date of death, to the extent that insurance benefits are not payable to the lien holder or secured party for the secured debt. See Code, Estates and Trusts Article, §5-601 (d). Each of us states: 1. I am (a) at least 18 years of age and either a citizen of the United States or a permanent resident of the United States who is the spouse of the decedent, an ancestor of the decedent, a descendant of the decedent, or a sibling of the decedent or (b) a trust company or any other corporation authorized by law to act as a personal representative. 2. (place of death) The Decedent, domiciled in , State of and died on the day of , , was , at (County) 3. If the decedent was not domiciled in this county at the time of death, this is the proper office in which to file this petition because: I am entitled to priority of appointment as personal representative of the decedent's estate pursuant to §5-104 of the Estates and Trusts Article, Annotated Code of Maryland because: 4. 5. I am mentally competent. 6. I am not a disqualified person because of feloniously and intentionally killing, conspiring to kill, or procuring the killing of the decedent. Regular Estate - RW1112Page 1 of 2 with Schedule A (RW1136) Small Estate - RW1103Page 1 of 2 with Schedule B (RW1137) Will of No Estate - RW1135Page 1 of 2 Limited Order - RW1147 Page 1 of 2 with Schedule C (RW1148) Rev. 01/01/2016 ROWNET PDF ̈ 8. 9. I am not excluded otherwise by law from serving as a personal representative. I have made a diligent search for the decedent's will and to the best of my knowledge: ̈ none exists; or ̈ the will dated (including codicils, if any, dated accompanying this petition is the last will and it came into my hands in the following manner: and the names and last known addresses of the witnesses are: 11. If appointed, I accept the duties of the office of personal representative and consent to personal jurisdiction in any action brought in this State against me as personal representative or arising out of the duties of the office of person al representative. WHEREFORE, I request appointment as personal representative of the decedent's estate and the following relief as indicated: that the will and codicils, if any, be admitted to administrative probate; that the will and codicils, if any, be admitted to judicial probate; that the will and codicils, if any, be filed only; that the following additional relief be granted: I solemn ly affirm under the penalties of perjury that the contents of this document are true to the best of my knowledge, information and belief. that only a limited order be issued; ̈ ̈ ̈ ̈ ̈ ) 10. Other proceedings, known to petitioner, regarding the decedent or the estate are as follows: I have not been convicted of fraud, extortion, embezzlement, forgery, perjury, theft or any other serious crime that reflects adversely on my honesty, trustworthiness, or fitness to perform the duties of a personal representative or I was convicted of such a crime, namely , in, but the following good cause exists for me to be appointed as personal representative (year) 7.(Check one of the following boxes) ̈ ̈ Email Address Facsimile Number Telephone Number Addr ess Att orneyPetitioner Petitioner Petitioner D at e Dat e Dat e Telephone Number (optional) Address R egular Estate - RW1112Page 2 of 2 with Schedule A (RW1136) Small Estate - RW1103Page 2 of 2 with Schedule B (RW1137) Will of No Estate - RW1135Page 2 of 2 Limited Order - RW1147 Page 2 of 2 with Sch edule C (RW1148) Rev. 01/01/2016 R OWNET PDF IN THE ESTATE OF: ESTATE NO. BEFORE THE REGISTER OF WILLS FOR (OR) IN THE ORPHANS' COURT FOR , MARYLAND SCHEDULE - A Regular Estate Estimated Value of Estate and Unsecured Debts Personal property (approximate value) Real Property (approximate value) Value of property subject to: (a) Direct Inheritance Tax of % (b) Collateral Inheritance Tax of % Unsecured Debts (approximate amount) E-mail Address Address Telephone Number Date Date Date Telephone Number (optional) Petitioner Petitioner Petitioner Attorney Facsimile Number Bond Set $ Deputy (FOR REGISTER'S USE) Safekeeping Wills Custody Wills ROWNET 5/2013 - PDF RW1136 Rev. 05/01/2013 IN THE ORPHANS' COURT FOR , MARYLAND (OR) BEFORE THE REGISTER OF WILLS FOR IN THE ESTATE OF: ESTATE NO. LIST OF INTERESTED PERSONS Specify: Heir/Legatee/ Personal Representative Name (and age if under 18 years) Last Known Address including Zip Code Relationship to Decedent RW1104 1. Interested persons include decedent's heirs (surviving spouse, children, and other persons who would inherit if there were no will) and, if decedent died with a will, the personal representative named in the will and all legatees (persons who inherit under the will). All heirs must be listed even if decedent dies with a will. 2. This list must be filed (a) within 20 days after appointment of a personal representative under administrative probate or (b) at the time of filing a Petition for Judicial Probate or a Petition for Administration of a Small Estate. Instructions: I solemnly affirm under the penalties of perjury that the contents of the foregoing list of interested persons are true to the best of my knowledge, information, and belief. Address Telephone Number Date Date Date ROWNET 1/1/2016 AttorneyPetitioner/Personal Representative Petitioner/Personal Representative Petitioner/Personal Representative Facsimile Number Email Address ESTATE NO. NOMINAL BOND OF PERSONAL REPRESENTATIVE As of this personal representative of the Estate of This obligation shall be void if the personal representative pays from the estate the debts due by the decedent, the Maryland inheritance tax, court costs and register's fees. (SEAL) Address (Date) (Date) (SEAL) Address (Date) (SEAL) Address Surety: By: SIGNED, SEALED, AND DELIVERED IN THE PRESENCE OF: (SEAL) day of,, , as principal and as surety are obligated to the State of Maryland in the sum of Dollars. , RW1116 ROWNET 11/2009 ESTATE NO. BOND OF PERSONAL REPRESENTATIVE As of this personal representative of the Estate of If the personal representative shall perform the duties of the office of the personal representative of the estate of the decedent according to law, and in all respects shall discharge the duties without any injury or damage to any person interested in the faithful performance of the office, then the obligation shall be void. (SEAL) Address (Date) (Date) (SEAL) Address (Date) (SEAL) Address Surety: By: SIGNED, SEALED, AND DELIVERED IN THE PRESENCE OF: (SEAL) day of,, as principal and , as surety are obligated to the State of Maryland for the benefit of all interested persons and creditors in the sum of Dollars. , RW1115 ROWNET 11/2009 IN THE ORPHANS' COURT FOR (OR) BEFORE THE REGISTER OF WILLS FOR IN THE ESTATE OF: , MARYLAND ESTATE NO. WAIVER OF BOND DATESIGNATURENAME (typed or printed) Address Telephone Number We, interested persons with respect to the Estate of Attorney shall serve as personal representative without a bond except as required by law. consent that , RW1117 ROWNET 1/1/2016 Facsimile Number Email Address IN THE ORPHANS' COURT FOR (OR) BEFORE THE REGISTER OF WILLS FOR IN THE ESTATE OF: , MARYLAND ESTATE NO. CONSENT TO APPOINTMENT OF PERSONAL REPRESENTATIVE DATESIGNATURENAME (typed or printed) Address Telephone Number Attorney I, , the personal representative named in , ask the court or register to appoint (state name and relationship to decedent or other basis for appointment) instead of me to serve as personal representative. I consent to that appointment. I understand that if is so appointed I may not withdraw this consent so long as remains personal representative, except upon a showing of good cause. the will OR I, Facsimile Number Email Address I, , further ̈ consent thatshall serve as personal representative without a bond, except as required by law, or shall servedo not consent that as personal representative without a bond. ̈ Address RW1118 Rev. 01/01/2016 ROWNET PDF (name and address of attorney) NOTICE OF APPOINTMENT NOTICE TO CREDITORS NOTICE TO UNKNOWN HEIRS ESTATE NO. (FILE IN DUPLICATE) To all persons interested in the estate of Notice is given that: Name of newspaper designated by personal representative: All persons having any objection to the appointment (or to the probate of the decedent's will) shall file their objections was on who died on (date) Further information can be obtained by reviewing the estate file in the office of the Register of Wills or by contacting the personal representative or the attorney. Any person having a claim against the decedent must present the claim to the undersigned personal representative or file it with the Register of Wills with a copy to the undersigned on or before the earlier of the following dates: True Test Copy Name and Address of Register of Wills for (with) (without) a will. (date) Date of publication: (2) Two months after the personal representative mails or otherwise delivers to the creditor a copy of this published notice or other written notice, notifying the creditor that the claim will be barred unless the creditor presents the claims within two months from the mailing or other delivery of the notice. A claim not presented or filed on or before that date, or any extension provided by law, is unenforceable thereafter. Claim forms may be obtained from the Register of Wills. (1) Six months from the date of the decedent's death, except if the decedent died before October 1, 1992, nine months from the date of the decedent's death; or appointed Personal Representative of the estate of: (6 months from date of appointment) with the Register of Wills on or before theday of, Personal Representative Personal Representative Personal Representative . RW1114PUBLISH THREE TIMES ROWNET 11/2009 IN THE ORPHANS' COURT FOR BEFORE THE REGISTER OF WILLS FOR (OR) , MARYLAND ESTATE NO. IN THE ESTATE OF: APPOINTMENT OF RESIDENT AGENT I appointas my resident agent on whom service of process may be made with the same effect as if it were served on me personally in the State of Maryland. This appointment shall remain in effect until the filing of a subsequent Appointment of Resident Agent. Date: I am a Maryland resident and accept the appointment as resident agent. Address Telephone Number Telephone Number Address Personal Representative Attorney Resident Agent RW1106 Rev. 01/01/2016 ROWNET PDF Facsimile Number Email Address IN THE ORPHANS' COURT FOR (OR) BEFORE THE REGISTER OF WILLS FOR , MARYLAND IN THE ESTATE OF: ESTATE NO. I waive notice that would otherwise be required by law or rule to be sent to me in this estate regarding the matters indicated: Notice of Judicial Probate Register's Notice to Interested Persons Notice of Proposed Payment to Personal Representative Notice of Proposed Payment to Attorney Notice of Personal Representative's Intention to Resign Notice of Removal of Personal Representative Notice of Petition for Termination of Personal Representative's Appointment Notice of Filing of Account Notice of Petition for Partition or Sale of Property ̈ ̈ ̈ ̈ By signing this waiver, I understand that it will not be necessary for the personal representative or any other person required to do so to give notice to me of any of the matters indicated above. I UNDERSTAND THAT I AM GIVING UP THE IMPORTANT RIGHT TO BE INFORMED OF THE PROGRESS OF THE ESTATE AS TO THE MATTERS INDICATED. I ALSO UNDERSTAND THAT I MAY FILE WITH THE REGISTER A REVOCATION OF THIS WAIVER OF NOTICE BUT THE REVOCATION WILL APPLY ONLY AFTER IT IS FILED AND SERVED ON THE PERSONAL REPRESENTATIVE. Address SignatureDate Certificate of Service , I delivered or mailed, postage I hereby certify that on this day of prepaid, a copy of this Waiver of Notice to: Signature ̈ WAIVER OF NOTICE Other: ̈ ̈ ̈ ̈ ̈ Telephone Number (describe specifically) Attorney RW1101 Rev. 01/01/2016 , Print Name Facsimile Number Email Address Print Name ROWNET PDF Address
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