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MD SB1029
Bill
Status
2/19/2025
Primary Sponsor
Dalya Attar
Click for details
AI Summary
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Personal representatives may petition orphans' court to interpret a will based on the decedent's intent when a legacy is left to a health provider or charitable health organization but does not explicitly require the funds be used for health equity issues
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Evidence of the decedent's lifetime actions demonstrating interest in health equity creates a rebuttable presumption that the legacy was intended for health equity purposes
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Between 6 months and 3 years after probate, personal representatives may require health sector legatees to demonstrate how the legacy was used and may petition the court to order return of funds or payment of the legacy's value if not used as interpreted
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Establishes state policy to oppose and alleviate racial health disparities and to encourage gifts and bequests addressing such disparities
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Applies retroactively to wills probated on or after October 1, 2021, with an effective date of October 1, 2025
Legislative Description
Estates and Trusts - Interpretation of Wills - Extrinsic Evidence of Intent (Granny's Law)
Nonprofit Organizations
Last Action
Hearing 3/11 at 1:00 p.m.
2/25/2025