Howard County Circuit Court Document Filing Requirements

CRITICALCivil cases

Applies to

Fiduciary account

The account must report all income received during the reporting period and provide totals by source, including other sources.

A. Income: Report all income received during the reporting period, including payments from insurance, judgments, loans, promissory notes, etc. Provide the total income from each type of source listed in the section, as well as income received from any other source, such as refunds, cash receipts, etc.

CRITICALCivil cases

Applies to

Fiduciary account

If the minor or disabled person has health insurance, the account must include proof of insurance or eligibility notices and identify each relevant coverage provider.

A. Health Insurance and Expenses: If the minor or disabled person is covered by health insurance, provide proof of insurance or notices of eligibility. State the provider for each relevant type of coverage.

CRITICALCivil cases

Applies to

Certificate of completion guardian orientation and training

After completing the online orientation, prospective guardians must file the Certificate of Completion – Guardian Orientation and Training with the Clerk of Court.

Once the online orientation is completed, a Certificate of Completion – Guardian Orientation and Training must be filed with the Clerk of Court.

CRITICALCivil cases

Applies to

Maryland rule 9 207 joint document

Before any settlement conference, counsel and unrepresented parties must prepare and exchange initial drafts of a Maryland Rule 9-207 joint document; the excerpt ends before identifying it fully.

Marital property (Md. Rule 9-207). In advance of any settlement conference, counsel and unrepresented parties are required to prepare and exchange initial drafts of a Md. Rule 9-207 Joint

CRITICALCivil cases

Applies to

Inventory

Assets that do not fit a listed category must be described generally in the Inventory.

F. Other: For those assets that don't fit within one of the listed category, describe generally (e.g. debts owed to estate, partnerships, cash value of life insurance policies, etc.)

CRITICALCivil cases

Applies to

Fiduciary account

The fiduciary account must describe changed assets and, for a house sale, provide the sale date, price, deposit account, and reason for the sale.

Describe assets (other than brokerage accounts) that changed during the reporting period. For example, if you sold a house, provide the date of the sale, the selling price, where you deposited the proceeds of the sale (e.g., which bank account), and explain why it was sold.

CRITICALCivil cases

Applies to

Information report

Attach a copy of the fiduciary bond, if any.

Attach a copy of the bond.

CRITICAL

Applies to

Line of appearance

Counsel seeking to have the arraignment or initial appearance removed from the calendar must file a line of appearance with the Clerk’s Office.

Counsel entering his/her appearance on behalf of a respondent must file a line of appearance with the Clerk’s Office for the arraignment/initial appearance to be removed from the calendar.

CRITICALCivil cases

Applies to

Certificate

Guardians of the Person must complete the specified online training within 120 days of appointment and file the completion certificate with the Clerk’s Office.

Guardians of the Person must complete the online training for Guardians of the Person, within one-hundred twenty (120) days of appointment and file a Certificate of Completion – Guardian Orientation and Training with the Clerk’s Office.

CRITICALCivil cases

Applies to

Motion for ex parte relief

Except for Petitions for Protection under Family Law 4-504, requests for ex parte relief must be filed in a motion titled “MOTION FOR EX PARTE RELIEF.”

This section does not apply to Petitions for Protection filed under Family Law 4-504. See Domestic Violence Section. For all other requests for ex parte relief a motion titled MOTION FOR EX PARTE RELIEF shall be filed

CRITICALCivil cases

Applies to

Annual accounting

The summary must provide the ending values from the prior account or initial inventory and the ending values in the current account.

Summary of the Fiduciary Estate: This section helps the Court determine whether the accounting is balanced. Provide the ending values listed on the last Fiduciary's Account (or Inventory, if this is the first account) and the ending values reported on this Fiduciary's Account.

CRITICALCivil cases

The verification contains an affirmation under penalties of perjury that the document’s contents are true to the signer’s knowledge, information, and belief.

I solemnly affirm under the penalties of perjury that the contents of this document are true to the best of my knowledge, information, and belief.

CRITICALCivil cases

Applies to

Petition for guardianship of property

A petition for guardianship of an adult’s property must comply with Md. Rule 10-112.

The content of the petition must comply with Md. Rule 10-112.

CRITICAL

Applies to

Complaint

Plaintiffs must complete and attach the Information Report to the complaint unless the case is exempted by the Chief Justice under Rule 2-111(a).

Plaintiff: This Information Report must be completed and attached to the complaint filed with the Clerk of Court unless your case is exempted from the requirement by the Chief Justice of the Supreme Court of Maryland pursuant to Rule 2-111(a).

CRITICALCivil cases

Applies to

Annual accounting

The real estate section must identify each property's location, fair market value, lender, mortgage balance, and ownership type.

A. Real Estate: State the location of any real property, the fair market value, the name of any lender, the balance of any mortgage(s), and the ownership type of the property.

CRITICALCivil cases

Applies to

Temporary restraining order application

A temporary restraining order may issue without written or oral notice only if the applicant or counsel certifies in writing that notice efforts were made and the court finds those efforts sufficient under the circumstances.

Note, per Md. Rule 15-504 (b) a temporary restraining order may be granted without written or oral notice only if the applicant or the applicant's attorney certifies to the court in writing, and the court finds, that specified efforts commensurate with the circumstances have been made to give notice.

CRITICALCivil cases

Applies to

Information report

Both questions in the Information Report section must be answered.

Answer both questions in this section.

CRITICALCivil cases

If a spoken-language interpreter is needed, check the box and attach form CC-DC-041.

 If a Spoken Language Interpreter is needed, check here and attach form CC-DC-041

CRITICALCriminal cases

Applies to

Criminal information or criminal indictment

Track 2 felony cases must be initiated in Circuit Court by the State’s Attorney through a Criminal Information or Criminal Indictment.

Criminal Track 2 cases are felony cases under the jurisdiction of the Circuit Court. All are initiated in the Circuit Court by the State’s Attorney by Criminal Information or Criminal Indictment.

CRITICAL

Applies to

Fee waiver request

The fee-waiver request form must be filed with a Notice Regarding Restricted Information (form MDJ-008) in the Clerk’s Office.

You must file this Form AND a Notice Regarding Restricted Information in the pursuant toRule 20- 201.1 (form MDJ-008) in the Clerk’s Office.

CRITICAL

Applies to

Motion for remote participation

If a sign language interpreter is required, complete and file form CC-DC-049.

*For a sign language interpreter, complete and file a Request for Reasonable Accommodation for Person with Disability (CC-DC-049).

CRITICALCivil cases

Applies to

Pretrial statement

All parties must prepare a Pretrial Statement describing the case, claims and defenses, stipulations, witness count, and exhibits.

Pursuant to Md. Rule 2-504.2, a Pretrial Statement must be prepared by all parties stating the nature of the case, set forth claims and defenses, stipulations, and the number of witnesses and list of exhibits.

CRITICAL

Applies to

Information report

Anyone requesting a spoken language interpreter must attach form CC-DC-041.

Spoken Language Interpreter - Attach form CC-DC-041

CRITICALCivil cases

Applies to

Fiduciary account

Attach documents showing asset changes or confirming sales.

Attach HUD-1 settlement statements, bills of sale, or other documents that show changes or confirm sales.

CRITICALCivil cases

Applies to

Inventory and information report

Guardians of the property must complete and file this form each year within 60 days of appointment or as the court otherwise directs.

Guardians of the property must complete and file this form each year within 60 days of appointment or as the court otherwise directs.

CRITICAL

Applies to

Motion for remote participation

A person requesting remote appearance due to a disability must separately file form CC-DC-049.

NOTE: If you are requesting to appear remotely due to a disability, please also separately file form CC-DC-049.

CRITICALCivil cases

Attach documentation verifying each reported loan balance.

Attach documentation verifying the balance of the loan.

CRITICALCriminal cases

Applies to

Motion for remote proceeding or to appear remotely

A party seeking to appear remotely or convert an in-person hearing to a remote proceeding must file a Motion for Remote Proceeding or to Appear Remotely.

If a party wishes to request to appear remotely or convert an in-person hearing to a remote proceeding, a Motion for Remote Proceeding or to Appear Remotely must be filed.

CRITICALCivil cases

Applies to

Motion for remote proceeding or to appear remotely

A party requesting a remote appearance or conversion of an in-person hearing must file a Motion for Remote Proceeding or to Appear Remotely.

If a party wishes to request to appear remotely or convert an in-person hearing to a remote proceeding, a Motion for Remote Proceeding or to Appear Remotely must be filed.

CRITICALCivil cases

Applies to

Extension or modification request

A motion and order must be filed to extend or modify the dates currently set.

A motion and order to extend or modify will need to be filed.

CRITICALCivil cases

Applies to

Fiduciary account

The account must describe relevant pending litigation, potential claims or inheritances, public benefits, and other matters affecting the property guardianship.

B. Other Matters: Describe any pending litigation, potential claims, potential inheritances, other public benefits, or other matters impacting the guardianship of the property that the court should be aware.

CRITICALCivil cases

Applies to

Initial pleading

A party asserting an attorneys’ fees claim under the identified Maryland Rules must include it in the initial pleading or an amended pleading, as required by the Maryland Rules.

A party that asserts a claim for attorneys’ fees pursuant to Md. Rules 2-703, 2-704, or 2-705 shall include the claim in the party’s initial pleading, or by amended pleading, as required by the Md. Rules.

CRITICALCivil cases

Applies to

Annual accounting

G. Other: Report any annuities, burial accounts, burial plots, pre-paid burial plans, college 529 plans, or cash values of life insurance policies, as well as judgments, loans, promissory notes, etc. owed to the minor or disabled person. State the name of institution, type of account, last four digits of the account number, and value at the end of the reporting income.

G. Other: Report any annuities, burial accounts, burial plots, pre-paid burial plans, college 529 plans, or cash values of life insurance policies, as well as judgments, loans, promissory notes, etc. owed to the minor or disabled person. State the name of institution, type of account, last four digits of the account number, and value at the end of the reporting income.

CRITICALCivil cases

Applies to

Fiduciary account

The account must state the amount of any ordered fiduciary bond and include a copy of the bond.

State the amount of any fiduciary bond ordered in this action. Attach a copy of the bond.

CRITICALCivil cases

Applies to

Initial inventory

The Initial Inventory must include proof that guardianship funds are in a properly titled and restricted account.

The Initial Inventory must include proof that the guardianship funds have been placed into a properly titled and restricted account, pursuant to Md. Rule 10-704.

CRITICALCivil cases

Applies to

Inventory

The Inventory must state the number and class of shares and the corporation’s name for stocks.

D. Stocks: State the number of shares, class of shares and name of corporation.

CRITICALCivil cases

Applies to

Information report

Attach proof of insurance or notices of eligibility to the report.

Attach proof of insurance or notices of eligibility.

CRITICALCivil cases

Applies to

Injunction or temporary restraining order

Injunctions and temporary restraining orders must be filed under Maryland Rule 15-504; this section does not apply to Petitions for Protection under Family Law §4-504.

This section does not apply to Petitions for Protection filed under Family Law §4-504. See Domestic Violence Section. Injunctions and Temporary Restraining Orders must be filed pursuant to Md. Rule 15-504.

CRITICALCriminal cases

Applies to

Request for spoken language interpreter

A party who becomes aware that an interpreter is needed must promptly notify the court using the specified form, identifying the language, any appropriate dialect, and the person who needs the interpreter.

If any party becomes aware of the need for an interpreter for any party or witness, the party shall promptly notify the court by using the Request for Spoken Language Interpreter form. Requests for interpreters must be specific as to the language and, if appropriate, the particular dialect that may be needed. The request must also specify for whom the interpreter is needed (i.e., party, witness).

CRITICALCivil cases

Applies to

Parenting coordinator application

Parenting coordinators must submit an application to be approved for the Court’s list.

Parenting Coordinators submit an application for approval to be on the Court's list of Parenting Coordinators.

CRITICALCivil cases

Applies to

Petition

Termination of a Guardianship of a Minor’s Property may be sought by Petition and requires filing a Final Fiduciary’s Report on the stated grounds.

A Guardianship of a Minor’s Property may be terminated upon Petition and filing of a Final Fiduciary’s Report, when the minor has attained the age of majority, the minor is emancipated, or for other good cause, see Md. Rule 10-710.

CRITICALCivil cases

The loans section must identify each unreported loan, its lender, purpose, loan number, and period-end balance.

A. Loans: Report any loans owed by the minor or disabled person, other than mortgage or liens already listed in the Account. State the name of the lender, the purpose of the loan, the loan number, and the balance due at the end of the reporting period.

CRITICALCivil cases

All required documentation must be filed according to the Scheduling Order.

All documentation must be filed in accordance with the Scheduling Order.

CRITICALCivil cases

Applies to

Motion for ex parte relief

The moving party must certify in writing that affected parties received notice of the application's presentation or that reasonable efforts to give notice were made.

For all other requests for ex parte relief a motion titled MOTION FOR EX PARTE RELIEF shall be filed and the moving party has certified in writing that all parties who will be affected have been given notice of the time and place of presentation of the application to the court or that specified efforts commensurate with the circumstances have been made to give notice.

CRITICALCivil cases

Applies to

Track change motion

Must include

proposed order

If the defendant’s track designation differs from the plaintiff’s, a party may request a track change by filing a motion with a proposed order.

When the defendant files the Information Sheet, and the track designation is different from the plaintiff’s track designation, any party may file a motion and a proposed order requesting the track to be changed.

CRITICALCivil cases

Applies to

Exceptions

Exceptions must be accompanied by a certification stating either that no transcript is needed or that a transcript has been ordered and payment arrangements made.

At the time that exceptions are filed, a certification must also be filed indicating that either no transcript is needed, or a transcript has been ordered with payment arrangements made.

CRITICALCivil cases

Attach documentation verifying the balance of each reported credit card.

Attach documentation verifying the balance of any credit cards.

CRITICALCivil cases

Applies to

Annual accounting

For a loan made from the guardianship estate, provide the borrower's name and loan value, along with written documentation verifying the loan.

If a loan has been made to a person from the guardianship estate, please provide the name of the borrower and the value, as well as written documentation verifying the loan.

CRITICALCivil cases

Applies to

Fiduciary account

Real estate entries must include documentation showing fair market values as of the reporting period’s end.

Attach documentation that shows fair market values as of the end of the reporting period (from a state department of assessments and taxation, real estate website or listing, etc.).

CRITICALCivil cases

Applies to

Fiduciary account

The account must include copies of statements and other documentation showing reporting-period balances.

Attach copies of account statements and documentation that show balances for the reporting period.