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<section article="grp" article_name="Real Property" number="14-1013" title_number="14" title_name="Miscellaneous Rules" subtitle_number="10">
  <level label="a">
    <level label="1">
      <text>On the death of a transferor, a beneficiary or the beneficiaries of a transfer–on–death deed may record notice of the death of a transferor in the land records of the county in which the property is located.</text>
    </level>
    <level label="2">
      <text>Notice of the death of the transferor is not required to effectuate the transfer of the property, which is deemed to have occurred at the death of the transferor.</text>
    </level>
    <level label="3">
      <text>The clerk of the court shall forward notification of the death of a transferor to the Maryland State Department of Assessments and Taxation in the same manner as a deed or a lease.</text>
    </level>
  </level>
  <level label="b">
    <text>The following form may be used and recorded under subsection (a) of this section to provide notice of the death of a transferor:</text>
    <text>“TRANSFER–ON–DEATH DEED NOTIFICATION OF DEATH</text>
    <text>The undersigned hereby affirms, under the penalties of perjury, that the following is true regarding a transfer–on–death deed (TODD) recorded on the subject property: </text>
    <text>Name of transferor(s): ____________________________________________ </text>
    <text>Recording reference of TODD: </text>
    <text>Book/Liber Number: _______, Page/Folio: _______, Dated the ___ day of ____________, 20___, and recorded among the land records of ____________________ city/county. </text>
    <text>Complete address of subject property as it appears in records of Maryland State Department of Assessments and Taxation (SDAT): _________________________________________________________________________</text>
    <text>_________________________________________________________________________</text>
    <text>SDAT tax identification number: _______________________________________ </text>
    <text>Note: The information above may be available on SDAT’s website. </text>
    <text>TODD Transferor Information</text>
    <text>Date of transferor’s death: ___________________________ </text>
    <text>State where death certificate issued: ______________________ </text>
    <text>Death certificate file or registration number: _____________________</text>
    <text>TODD Beneficiary Information</text>
    <text>Name of beneficiary or beneficiaries identified on TODD: ____________________________________________________________________________________________________________________________________________________</text>
    <text>Mailing address of beneficiary who will be responsible for real property taxes: </text>
    <text>____________________________________________________________________________________________________________________________________________________</text>
    <text>Relationship(s) of beneficiary or beneficiaries to transferor: ____________________________________________________________________________________________________________________________________________________</text>
    <text>If a beneficiary or beneficiaries died after the transferor’s death, provide the date of death, death certificate state and file/registration number here. If the beneficiary or beneficiaries died prior to the transferor, their interest in the property has lapsed. _______________________________________________________________________________________</text>
    <text>Beneficiary signature: __________________________ </text>
    <text>Date: ______________________________ </text>
    <text>Beneficiary signature: __________________________ </text>
    <text>Date: ______________________________ </text>
    <text>ACKNOWLEDGMENT</text>
    <text>State of ____________ County of ______________</text>
    <text>This record was acknowledged before me on the ___ day of ___, 20__, by</text>
    <text>___________________________________</text>
    <text>Signature of notarial officer</text>
    <text>Title of office</text>
    <text>Stamp</text>
    <text>My commission expires: ________ </text>
    <text>Certification of Occupancy Status </text>
    <text>Select one of the below options that correctly describes the property’s occupancy status:</text>
    <text>Option one:</text>
    <text>____ None of the beneficiaries inheriting the subject property under the deed referenced in this notification live at this property as their principal residence.</text>
    <text>OR</text>
    <text>Option two:</text>
    <text>____ At least one of the beneficiaries inheriting the subject property under the deed referenced in this notification lives at this property as their principal residence.</text>
    <text>If you selected option two and you are the beneficiary occupying the property, please complete the following:</text>
    <text>I, ______________________ (print name), do hereby certify and affirm under the penalties of perjury that I currently live at and will continue to live at the above–referenced property, following the recording of this notification. I shall occupy the property as my principal residence for at least 7 of the next 12 months. </text>
    <text>_______________________________________ </text>
    <text>Signature”.</text>
  </level>
</section>
