What is the process for petitioning a court to remove a personal representative for mishandling estate assets in Maryland?

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Disclaimer: This content is for general information only and does not constitute legal advice. Consult a qualified attorney to discuss your specific situation.

Detailed Answer

  1. Identify an Interested Person
    Under Maryland law, an “interested person” includes beneficiaries, heirs, creditors, or any party with an interest in the estate (Md. Code, Est & Trusts § 7-101).
  2. Establish Grounds for Removal
    Your petition must allege cause, such as mismanagement, waste, fraud, neglect of duties, or failure to inventory and distribute assets (§ 7-401; § 7-402).
  3. File a Petition in the Orphans’ Court
    Prepare and file a formal Petition for Removal in the Orphans’ Court of the county where the estate is being probated. Include detailed facts showing mishandling of assets.
  4. Serve Notice to Interested Parties
    Serve a copy of the petition and notice of hearing on all interested persons. Follow Maryland Rules for Orphans’ Courts—typically via certified mail or personal service (Md. Orphans’ Court Rules).
  5. Attend the Removal Hearing
    The court will schedule a hearing. Present evidence such as accounting records, communications, and witness testimony to support allegations.
  6. Court Decision and Successor Appointment
    If the court finds cause, it will issue an order removing the personal representative and appointing a successor under § 7-404.
  7. Post-Removal Duties
    The successor must file an inventory, account for assets, pay debts, and distribute property according to the will or Maryland intestacy statutes (§ 1-102).
  8. Appeals
    Any party dissatisfied with the Orphans’ Court decision may appeal to the Maryland Court of Special Appeals under Maryland Rule 8-202.

Helpful Hints

  • Gather thorough documentation of asset transfers and accountings before filing.
  • Consult the county’s Orphans’ Court clerk for local filing fees and procedural requirements.
  • Review Maryland Rule 10-603 for service of process guidelines in probate matters.
  • Consider mediation or informal resolution to resolve disputes before court intervention.
  • Keep beneficiaries informed to minimize conflicts and potential appeals.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.