The general function of the Trust Office includes administering the reporting requirements and maintenance of the case files for active guardianships of the person of disabled persons, guardianships of the property of disabled persons, guardianships of the property of minors, and other fiduciary estates having been ordered under the jurisdiction of the Circuit Court for Montgomery County. After an Order of Court has been issued appointing a permanent guardian or ordering that the fiduciary estate be placed under the jurisdiction of the Court, the case file is relocated within the Courthouse from Central Files to the Trust Office in Room 214. The Trust Office staff consists of the Trust Clerk and the Trust Office Administrative Assistant. The specific functions handled by the Trust Office staff include notifying guardians concerning the reports and other documents required to be filed pursuant to the Maryland Rules and Order(s) of Court issued in each case. The report required to be filed by guardians of the property are the Inventory and Information Report due within 60 days form the data of appointment and the Annual Fiduciary Report with supporting documents due each year within 60 days after the end of the guardianship year. The report required to be filed by guardians of the person of a disabled person is the Annual Report due each year within 60 days after the end of the guardianship year. The Annual Fiduciary Reports filed by guardians of the property are examined by the Trust Clerk. Upon completion of the examination, the Trust Clerk prepares the Report of Trust Clerk, which sets forth matters to be called to the attention of the Court and includes the recommendation that the Annual Fiduciary Report be accepted by the Court through an executed Order of Court or that the matter of the acceptance be set for a hearing that the guardian is required to attend. For the Annual Report filed by guardians of the person of a disabled person, the Court reviews the report and either enters an order accepting the report and continuing the guardianship or takes other appropriate action. Other documents which may be required to be filed include fiduciary bonds when ordered to insure the faithful performance of a guardian of the property, the Appointment of Resident Agent forms which is applicable to a guardian who is a nonresident of Maryland, the Acknowledgement of Deposit of Restricted Funds forms which is required when a restricted bank account has been ordered, and documents pertaining to the termination of a guardianship. The rules pertaining to Maryland guardianship are in the Annotated Code of Maryland, Maryland Rules Title 10 and the Estates and Trusts Article Titles 13 and 15.
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