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Removing a personal representative or executor in Maryland

On Behalf of | Jul 11, 2024 | Estate Planning

When dealing with the administration of an estate in Maryland, a personal representative or executor plays a crucial role. They are responsible for managing and distributing the deceased’s assets according to the will or state laws. However, there can be instances where this person does not fulfill their duties properly. 

Grounds for removal

In Maryland, specific reasons justify removing a personal representative or executor. These include:

  • Fraud: If you discover that the personal representative is engaging in fraudulent activities, such as misappropriating estate funds or providing false information, you can petition for their removal.
  • Breach of fiduciary duty: The personal representative has a legal obligation to act in the best interests of the estate and its beneficiaries. If they fail to do so, whether by self-dealing, neglect, or any form of misconduct, this can be grounds for removal.
  • Failure to administer the estate properly: If the personal representative is not managing the estate according to the will or state laws, causing delays or financial losses, you have the right to seek their removal.

Steps to remove a personal representative

If you believe that the court should remove the personal representative, start by gathering evidence. Collect any documents, records, or communications that support your claim of fraud, breach of fiduciary duty, or mismanagement. Then, you need to file a formal petition to the probate court, clearly outlining your reasons for seeking removal.

After submitting your petition, the court will schedule a hearing where both sides can present their arguments. The court will review the evidence presented and decide whether to remove the personal representative or executor and appoint a new one.

Protecting the estate’s interests

Navigating the removal of a personal representative in Maryland can be complex. If you find yourself in a situation where removal is necessary, understanding the legal grounds and the process can help you take the right steps to protect the estate and its beneficiaries.