Skip Navigation

 

Trust Office

Trust Office

Location, Phone, Hours of Operation
Location: Montgomery County Circuit Court
North Tower 2nd floor, Rm 2400
Phone: (240) 777-9175
Hours of Operation: 8:30 a.m. - 4:30 p.m.
 

The Montgomery County Circuit Court’s Trust Office administers the reporting requirements and maintains the case files for the following active court cases:

  1. Guardianships of the person of disabled persons
  2. Guardianships of the property of disabled persons
  3. Guardianships of the property of minors
  4. Other fiduciary estates under the jurisdiction of the court

Please note : The Trust Office does not provide service concerning trusts in general.

Guardianship Cases Administered by the Trust Office

Upon completion of the required court procedures, the court may issue an order appointing a guardian “of the person” and/or “of the property” for disabled persons or minors. A disabled person is a person other than a minor who has been judged by the court to be unable to manage his/her property and/or unable to provide for his/her daily needs. A minor is a person who has not reached the age of 18.

Duties of the Trust Office Regarding Guardianship

The duties of the Trust Office begin after the court has issued an Order of court appointing a permanent guardian for certain types of guardianships or placing an existing fiduciary estate under the jurisdiction of the court. At this time, the case file is relocated from Central Files to the Trust Office within the Courthouse. The Trust Office administers three types of active guardianship cases:

  1. Guardianships of the person of disabled persons
  2. Guardianships of the property of disabled persons
  3. Guardianships of the property of minors

Because there is no reporting requirements for guardianships of the person of minors, files for the cases that solely involve the guardianship of the person of a minor remain in Central Files.

The specific functions handled by the Trust Office include:

Go to Top

Guardianship Reporting and Other Filing Requirements

The rules pertaining to Maryland guardianships are found in the Annotated Code of Maryland, Maryland Rules, Title 10 and the Estates and Trusts Article Titles 13 and 15.

On-Line Resources:Maryland Code and Rules of Procedure - on-line sources of Maryland Laws (available from Maryland State Law Library).

Go to Top

Report Filing Requirements for a Guardian of the Person of a Disabled Person

Annual Report Requirement

A guardian of the person of a disabled person is required to file an annual report with the Trust Office of the Circuit Court of Montgomery County each year within 60 days after the end of the guardianship year. Generally, the guardianship year begins on the date of appointment, which is the date the Order of Court appointing the guardian is signed. The Annual Report includes information about living arrangements, physical and mental condition, and plans for future care of the disabled person.

Approximately two months prior to the end of the guardianship year, the Trust Office will send a notification letter along with the Annual Report form to the guardian reminding him/her of the reporting requirement.

Link to a copy of the Annual Report form.

Once the Trust Office receives the completed Annual Report, the court reviews the report and either enters an Order accepting the report and continuing the guardianship for another year or takes other appropriate action.

Go to Top

Report Filing Requirements for a Guardian of the Property of a Disabled Person or a Minor

A guardian of the property of a disabled person or a minor is required to file an initial report and annual reports.

Initial Reporting and Other Filing Requirements

Guardians of the property of a disabled person or a minor are required to file a completed Inventory and Information Report within 60 days of the date of appointment.

Annual Reporting, Supporting Documents, and Filing Fee Requirements

Guardians of the property of a disabled person or a minor are also required to file a completed Annual Fiduciary Report within 60 days after the end of each guardianship year.

Supporting documents for the Annual Fiduciary Report

Supporting documents (originals or copies are acceptable) are required to substantiate the assets’ values and transactions that are reported in the Annual Fiduciary Report. These documents include all bank statements and account statements for the entire reporting period from other financial and/or investment institutions, cancelled checks, settlement statements on the sale or purchase of real property, deeds, motor vehicle titles, or any receipts for assets purchased during the period. Receipts or other underlying source documents are required to be submitted for disbursements that include payments made by check for which the cancelled check is not available or the payee information is not printed on the account statement, checks made payable to cash or to the guardian, payments for credit card charges, and withdrawals of cash, etc.

Annual Fiduciary Report Filing Fee

Annual Fiduciary Report Filing Fee
Total assets at the end of the reporting period Filing fee
Under $10,000 $20.00
$10,000 - $25,000 $30.00
Over $25,000 $40.00

Go to Top

Forms

Guardian of the Person of a Disabled Person :

Guardian of the Property of a Disabled Person or a Minor

Go to Top

 

 
Montgomery County Circuit Court
50 Maryland Avenue, Rockville, Maryland 20850
Office Hours: Monday through Friday, 8:30 AM - 4:30 PM