Forms for Settling an Estate in Maryland

Free forms for settling an estate in Maryland: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.

Free

IRS Form 56

Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.

Get Started
Free

Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

Get Started
Free

Petition for Probate and Letters

In Maryland, the petition asks the Register of Wills to appoint the personal representative, whose authority is proved by Letters of Administration; an informal (registrar) track is availableMd. Est. & Trusts § 5-301 et seq. (administrative probate; Register of Wills appointment)Verified Sep 8, 2026View source.

Get Started
Free

Notice to Creditors

In Maryland, the notice to creditors is published for 3Md. Code, Est. & Trusts §§ 7-103, 7-103.1, 8-103, 8-104, 8-105, 8-107Verified Oct 18, 2026View source weeks in a local newspaper, and creditors have 6 monthsMd. Est. & Trusts § 8-103Verified Sep 8, 2026View source from the date of death to present claims.

Get Started
Free

Renunciation of Executor

In Maryland, a person named as personal representative may renounce the right to serveMd. Code, Est. & Trusts § 5-105(c)Verified Sep 23, 2026View source before anyone is appointed.

Get Started
Free

Estate Inventory

In Maryland, the personal representative files the estate inventory within 90 daysET §§ 7-201, 7-202, 7-203Verified Sep 15, 2026View source of appointment.

Get Started
Free

Estate Closing

In Maryland, the personal representative is discharged by court orderMd. Est. & Trusts §§ 7-501, 7-502, 6-303Verified Sep 15, 2026View source, and a final accounting is required.

Get Started
Free

IRS Form 1310

Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.

Get Started

All Maryland forms

Tools for Settling an Estate in Maryland

Free tools for settling an estate in Maryland: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.

How Many Death Certificates Do I Need?

In Maryland, certified death certificates come from the Maryland Department of Health - Division of Vital RecordsMaryland Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source; the first copy costs $10Maryland Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source, additional copies $12Maryland Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source each.

Calculate the Amount

Do I Need Probate?

In Maryland, estates valued at $50,000Md. Est. & Trusts § 5-601Verified Sep 8, 2026View source or less qualify for the Petition for Administration of Small EstateMd. Est. & Trusts § 5-601Verified Sep 8, 2026View source, a court procedure short of full probate.

Get the Answer

What Happens to Jointly Owned Property When an Owner Dies?

When a joint owner dies in Maryland: Maryland law names no affidavit or certificate to record when a joint tenant or tenant by the entirety dies. The deceased owner's interest passes to the survivor under the deed that created the joint tenancy or tenancy by the entiretyMd. Code, Real Prop. §§ 2-117, 3-101 to 3-104, 4-108; Est. & Trusts; Tax-Prop.; Tax-Gen.; Cts. & Jud. Proc. Title 10, subtitle 8; Health-Gen. (vital records)Verified Oct 26, 2026View source.

Check the Rules

Do I Have to File Tax Returns for Someone Who Died?

Maryland requires a final state income tax return for the decedent alongside the federal Form 1040Md. Tax-Gen. §§ 10-105, 10-217; Ch. 604 (2025 Acts) (HB 352)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

Get the Answer

How Do I Settle an Estate?

Settling an estate in Maryland: the personal representative files the estate inventory within 90 daysET §§ 7-201, 7-202, 7-203Verified Sep 15, 2026View source of appointment; creditors have 6 monthsMd. Code, Est. & Trusts §§ 7-103, 7-103.1, 8-103, 8-104, 8-105, 8-107Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 9 months.

See the Steps

What Do I Do When Someone Dies?

After a death in Maryland, the estate either qualifies for the simplified procedure for estates under $50,000Md. Est. & Trusts § 5-601Verified Sep 8, 2026View source or goes through probate, where creditors have 6 monthsMd. Est. & Trusts § 8-103Verified Sep 8, 2026View source to file claims after notice.

See the Steps

How Much Are Estate & Inheritance Taxes?

Maryland levies an estate taxMd. Tax-Gen. § 7-309Verified Sep 15, 2026View source above $5,000,000Md. Tax-Gen. § 7-309Verified Sep 15, 2026View source (top rate 16%Md. Tax-Gen. § 7-309Verified Sep 15, 2026View source) and an inheritance taxMd. Tax-Gen. §§ 7-202, 7-203, 7-204Verified Sep 15, 2026View source on beneficiaries; the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

Calculate the Tax

What Taxes Apply to My Inheritance?

In Maryland, an inheritance is subject to a state inheritance taxMd. Tax-Gen. §§ 7-202, 7-203, 7-204Verified Sep 15, 2026View source at a rate set by the beneficiary's relationship; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.

Calculate the Tax

All Maryland tools

Maryland Estate Settlement Resources

In-depth guides covering Maryland probate, estate administration, and settling an estate.