Laws
- Maximum Estate Value: $50,000 ($100,000 if the surviving spouse is the sole heir or legatee)[1]
- Mandatory Waiting Period: None
- Where to File: Orphans’ Court or Register of Wills
How to File (4 Steps)
Step 1 – Prepare Documents
The petitioner for appointment of personal representative will need the following documents to open a small estate[2]:
- Last Will and Testament and Codicil(s) (if any)
- Copy of the Death Certificate – Obtained from the Division of Vital Records
- Documentation of funeral expenses
- Petition for Administration of a Small Estate
- Schedule – B
- List of Interested Persons
- Consent to Appointment of Personal Representative
- All interested persons with a higher priority to serve than the petitioner must complete this form.
- Notice of Appointment / Notice to Creditors / Notice to Unknown Heirs
- Appointment of Resident Agent
- Complete if the petitioner does not reside in Maryland.
- Information Report
- The personal representative must file within three months of their appointment.
- Bond of Personal Representative
- For estates valued $10,000 or more. Not required if stated in the will, or all interested persons sign a Waiver of Bond.
- Affidavit of Attempt to Comply With Federal, State, and Local Laws Related to Firearms, Ammunition, and Destructive Devices
Certain jurisdictions may have additional requirements for opening a small estate. The petitioner should check with the Register of Wills in the jurisdiction where the decedent lived to confirm their requirements.[3]