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MD SB1029

Bill

Status

Introduced

2/19/2025

Primary Sponsor

Dalya Attar

Click for details

Origin

Senate

2025 Regular Session

AI Summary

  • 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

  • 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

  • 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

  • Establishes state policy to oppose and alleviate racial health disparities and to encourage gifts and bequests addressing such disparities

  • 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

Committee Referrals

Judicial Proceedings2/21/2025
Rules2/19/2025

Full Bill Text

No bill text available