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MD HB1518

MD HB1518
Estates and Trusts - Interpretation of Wills - Extrinsic Evidence of Intent (Granny's Law)


summary

Introduced
02/26/2024
In Committee
02/26/2024
Crossed Over
Passed
Dead
04/08/2024

Introduced Session

2024 Regular Session

Bill Summary

Authorizing, under certain circumstances, a personal representative to petition the Orphans' Court to interpret a decedent's will in accordance with the decedent's intent as demonstrated by certain extrinsic evidence; establishing a certain rebuttable presumption as to a decedent's intent; authorizing the personal representative to require a certain legatee to demonstrate the use of a legacy under the decedent's will; authorizing the personal representative to petition the court to issue a certain order or judgment; etc.

AI Summary

This bill, known as "Granny's Law," authorizes a personal representative to petition the Orphans' Court to interpret a decedent's will in accordance with the decedent's intent as demonstrated by certain extrinsic evidence. It establishes a rebuttable presumption as to the decedent's intent, allowing the personal representative to require a legatee (recipient of a legacy or gift) to demonstrate how the legacy was used. If the legatee fails to show the legacy was used as intended, the personal representative can petition the court to order the legatee to return the legacy or pay its value to the estate. The bill also states that it is the policy of Maryland to oppose and alleviate disparities in health outcomes among racial groups, and to encourage gifts and bequests consistent with this policy to address such disparities.

Committee Categories

Government Affairs

Sponsors (1)

Last Action

First Reading House Rules and Executive Nominations (on 02/26/2024)

bill text


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