ÿWPCe ý<Š;ŽÿVaŠt©Rlž).‘ç;™ÿÛnàn2ˆ†fë†g“QŠ0 yŸqíTj†EY¯ëêËŽ±kYÕú'ø~š¥!ƒè÷!¥ôÃxšÖE±²‡ÒˆkýH¥& Ú+§ÿ:A:®éœ£sžÙÌÙúqgËÏ  -‹ ¬èZ« ýñÓo-øÇóú¯Ä õ؈HE‹ƒµÒ±lŒ]û§$¯W¯å¼ÙÞ®Â5›0\­ã^û˜|+€u +Ü" EÿHÚÔ¿ ޤe|²Ž;nœº­ ÍЫ)wypúy$ĶbøiW`¨ ¿™7zŸÈU¦š¾ñÒ³¡gU¿¶2ÏÇ’ ´šúXDÇ6ãú Ÿ‰NG™[êåI"ÁQœÐÑYšëð‰Òð¼1 ?¾ÂkF3Ôâ•W•õ’ú^Ä£Ażß1ò7—lÄÁðEÛì A¤|‰W”RÑXPyþé:Ö,mǧÝbU:#]˜HP LaserJet 5/5M - Standard,,,,0xÈhH  Z6Times New Roman RegularX($¡¡ ¸¹{ºD»¼½¾¿DÀÁDBS)R,€ñ~3|xÁgÿU‹ÿÀÀÀ´¤ìl9Z+&Courier Regular- ù-<þ6X9`("Courier 10cpi Ý ƒ!ÝÝ  Ý›ÑX°ÑÔ€ XÖXXXÔÑ€ ÑÑ8€ºÈXXdðdÈ8ÑÑ  Ñà@\ \ ìàSTANDING€COMMITTEE€ON€RULES€ˆÐ ° Ðà@ìàOF€PRACTICE€AND€PROCEDUREˆÌÌÌÓÓà  àMinutes€of€a€meeting€of€the€Rules€Committee€held€in€RoomÏ1100A€of€the€Peopleððs€Resource€Center,€100€Community€Place,ÏCrownsville,€Maryland,€on€September€8,€2000.€€ÌÓÓÌà  àMembers€present:ÌÌHon.€Joseph€F.€Murphy,€Jr.,€ChairÌLinda€M.€Schuett,€Esq.,€Vice€ChairÌÌRobert€L.€Dean,€Esq.à0 h àà0Àh(#h(#àà0À(#À(#àTimothy€F.€Maloney,€Esq.а(#(# ÐHon.€Ellen€M.€Hellerà0 h àà0Àh(#h(#àà0À(#À(#àAnne€C.€Ogletree,€Esq.Рð(#(# ÐBayard€Z.€Hochberg,€Esq.à0 h àà0Àh(#h(#àà0À(#À(#àDebbie€L.€Potter,€Esq.Ðà(#(# ÐHon.€G.€R.€Hovey€Johnsonà0 h àà0Àh(#h(#àà0À(#À(#àLarry€W.€Shipley,€ClerkЀÐ(#(# ÐHarry€S.€Johnson,€Esq.à0 h àà0Àh(#h(#àà0À(#À(#àSen.€Norman€R.€Stone,€Jr.ÐpÀ(#(# ÐHon.€Joseph€H.€H.€Kaplanà0 h àà0Àh(#h(#àà0À(#À(#àMelvin€J.€Sykes,€Esq.Ð`°(#(# ÐRichard€M.€Karceski,€Esq.à0 À àà0À(#À(#àRoger€W.€Titus,€Esq.ÐP (#(# ÐRobert€D.€Klein,€Esq.à0 h àà0Àh(#h(#àà0À(#À(#àRobert€A.€Zarnoch,€Esq.Ð@(#(# ÐJoyce€H.€Knox,€Esq.ÌÌÌà  àIn€attendance:ÌÌSandra€F.€Haines,€Esq.,€ReporterÌSherie€B.€Libber,€Esq.,€Assistant€ReporterÌMelvin€Hirshman,€Esq.,€Bar€CounselÌDavid€D.€Downes,€Esq.,€Chair,€Attorney€Grievance€CommissionÌJ.€Donald€Braden,€Esq.,€Attorney€Grievance€CommissionÌMichael€Chomel,€Esq.ÌRobert€Kershaw,€Esq.ÌLinda€H.€Lamone,€Esq.ÌHarry€K.€Wolpoff,€Esq.ÌJames€L.€Thompson,€Esq.Ì¢Buz£€Winchester,€Director€of€Legislative€Relations,€¢MSBA£ÌGlenn€Grossman,€Esq.,€Deputy€Bar€CounselÌHon.€Louis€A.€Becker,€III,€District€Court€of€Maryland€for€HowardÌ€€CountyÌMs.€ShakunÌÌÌÓÓà  àThe€Chair€convened€the€meeting.€€He€welcomed€the€newestÐ Ð/ +. Ðmembers€of€the€Committee,€The€Honorable€Ellen€M.€Heller,ÏAdministrative€Judge€of€the€Circuit€Court€of€Baltimore€City,€andÏDeborah€L.€Potter,€Esq.,€a€practitioner€in€Anne€Arundel€County.€€€Ð  pÀ ÐThe€Chair€thanked€the€consultants€present€for€attending€theÏmeeting.Ìà  àThe€Chair€asked€if€there€were€any€additions€or€correctionsÏto€the€minutes€of€the€April,€May,€and€June€Rules€CommitteeÏmeetings.€€There€being€none,€Mr.€Klein€moved€that€all€three€setsÏof€minutes€be€approved€as€presented,€the€motion€was€seconded,€andÏit€passed€unanimously.€€ÌÓÓÌAgenda€Item€1.€€Consideration€of€proposed€amendments€to€Rule€Ì€€16„802€(Maryland€Judicial€Conference)Ì________________________________________________________________ÌÌÓÓà  àThe€Chair€presented€Rule€16„802,€Maryland€JudicialÏConference,€for€the€Committeeððs€consideration.€€ÌÒ` °ÒÒ` °ÒÓÓÌà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@Œ Œ ìàTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÌÌà@˜ ˜ ìàCHAPTER€800€„€MISCELLANEOUSˆÌÌÌÌà ¸ àAMEND€Rule€16„802€to€modify€theÏobjectives€of€the€Judicial€Conference,€toÏeliminate€the€Executive€Committee€of€theÏMaryland€Judicial€Conference,€and€to€add€aÏJudicial€Council€of€the€Maryland€JudicialÏConference,€as€follows:ÌÌÌRule€16„802.€€MARYLAND€JUDICIAL€CONFERENCEÌÌÌ€€ò òa.ó ó€û€€€(û(a)ü€€€(ü€€Conference€Established€-€ObjectivesÐ -P(+ ÐÐ ð-@), Ðà ¸ à€€There€is€a€Judicial€Conference,€knownÏas€"The€Maryland€Judicial€Conference,"€ò òtoÐ  ð Ðconsider€the€status€of€judicial€business€inÏthe€various€courts,€to€devise€means€forÏrelieving€congestion€of€dockets€where€it€mayÏbe€necessary,€to€consider€improvements€ofÏpractice€and€procedure€in€the€courts,€toÏconsider€and€recommend€legislation,€and€toÏexchange€ideas€with€respect€to€theÏimprovement€of€the€administration€of€justiceÏin€Maryland€and€the€judicial€system€inÏMarylandó ó€û€€€(ûand€a€Judicial€Council€which€is€partÐ P  Ðof€the€Maryland€Judicial€Conference.€€TheÏJudicial€Council€guides€the€Maryland€JudicialÏConference€in€maintaining€the€cohesiveness,Ïleadership,€and€efficacy€of€the€judiciaryü€€€(ü.€€ÌÌà@HH'ìàò òCOMMENTó óˆÐ  ð ÐÌ€€€€ò òThis€is€former€Rule€1226€a€1,€withoutÐ €Ð Ðsubstantive€change.ó óÐ pÀ ÐÌ€€ò òb.ó ó€û€€€(û(b)ü€€€(ü€€MembershipÐ P  ÐÌà ¸ à€€The€members€of€the€Judicial€ConferenceÏare€the€judges€of€the:€€ÌÌ€€€€ò ò1.ó ó€û€€€(û(1)ü€€€(ü€€Court€of€Appeals€of€Maryland;€€Ð P ÐÌ€€€€ò ò2.ó ó€û€€€(û(2)ü€€€(ü€€Court€of€Special€Appeals;€€Ð à0 ÐÌ€€€€ò ò3.ó ó€û€€€(û(3)ü€€€(ü€€Circuit€courts€of€the€counties;€€Ð À! ÐÌ€€€€ò ò4.ó ó€û€€€(û(4)ü€€€(ü€€ò òTheó ó€District€Court€of€Maryland.€€Ð  #ð! ÐÌà@HH'ìàò òCOMMENTó óˆÐ €%Ð # ÐÌ€€€€ò òThis€is€former€Rule€1226€a€2€withoutÐ `'°"% Ðsubstantive€change.ó óÐ P( #& ÐÌ€€ò òc.ó ó€û€€€(û(c)ü€€€(ü€€Chair€ò òand€Vice€Chairó ó€€Ð 0*€%( ÐÌ€€€€ò ò1.ó ó€€The€Chief€Judge€of€the€Court€ofÐ ,`'* ÐAppeals€of€Maryland€is€the€Chair€of€theÏJudicial€Conference€û€€€(ûand€the€Judicial€Councilü€€€(ü.€Ð ð-@), ÐÌ€€€€ò ò2.€€At€its€annual€session,€the€JudicialÐ  ð ÐConference€shall€elect€a€Vice€Chair,€whoÏshall€have€all€the€powers€and€duties€of€theÏChair,€but€who€shall€serve€only€at€theÏdirection€of€the€Chair,€or€in€the€absence€ofÏthe€Chair.ó óÐ P   ÐÌ€€ò òd.ó ó€û€€€(û(d)ü€€€(ü€ò òExecutive€Committeeó ó€û€€€(ûJudicial€Councilü€€€(üÐ 0 € Ðof€Maryland€Judicial€ConferenceÌÌ€€€€ò ò1.ó ó€û€€€(û(1)ü€€€(ü€€Establishment€-€DutiesÐ P  ÐÌ€€€€€€ò òa.ó ó€û€€€(û(A)ü€€€(ü€€There€is€ò òan€Executive€Committeeó óÐ à0  Ðû€€€(ûa€Judicial€Councilü€€€(ü€of€the€JudicialÏConference.€€The€ò òExecutive€Committeeó ó€û€€€(ûJudicialÐ À ÐCouncilü€€€(ü€consists€of€ò ò19ó ó€û€€€(û16ü€€€(ü€members.Ð ° ÐÌ€€€€€€ò òb.ó ó€û€€€(û(B)ü€€€(ü€€Between€plenary€sessions€of€theÐ à ÐMaryland€Judicial€Conference,€the€ò òExecutiveÐ €Ð ÐCommitteeó ó€û€€€(ûJudicial€Councilü€€€(ü€shall€perform€theÐ pÀ Ðfunctions€of€the€Conference€and€shall:€€ÌÌ€€€€€€€€ò ò(1)ó ó€û€€€(û(i)ü€€€(ü€Submit€recommendations€forÐ @ Ðthe€improvement€of€the€administration€ofÏjustice€in€Maryland€to€the€Chief€Judge,€theÏCourt€of€Appeals,€and€the€full€Conference,€asÏappropriate.€€The€ò òExecutive€Committeeó óÐ P Ðû€€€(ûJudicial€Councilü€€€(ü€may€also€submitÏrecommendations€to€the€Governor,€the€GeneralÏAssembly,€or€both€of€them,€but€theseÏrecommendations€shall€be€transmitted€throughÏthe€Chief€Judge€and€the€Court€of€Appeals,€andÏshall€be€forwarded€to€the€Governor€or€GeneralÏAssembly,€or€both,€with€any€comments€orÏadditional€recommendations€deemed€appropriateÏby€the€Chief€Judge€or€the€Court.€€ÌÌ€€€€€€€€ò ò(2)ó ó€û€€€(û(ii)ü€€€(ü€€Establish€committees€of€theÐ P( #& ÐJudicial€Conference€pursuant€to€section€(f)Ïof€this€Rule,€and€approve€and€coordinate€theÏwork€of€those€committees.€€ÌÌ€€€€€€€€ò ò(3)ó ó€û€€€(û(iii)ü€€€(ü€€Plan€educational€programsÐ -P(+ Ðto€improve€the€administration€of€justice€inÐ ð-@), ÐMaryland.€€ÌÌ€€€€€€€€ò ò(4)ó ó€û€€€(û(iv)ü€€€(ü€€Plan€sessions€of€theÐ à ÐConference€in€conjunction€with€the€ConferenceÏChair.€€ÌÌ€€€€ò ò2.ó ó€û€€€(û(2)ü€€€(ü€€MembersÐ P   ÐÌ€€€€€€ò òa.ó ó€û€€€(û(A)ü€€€(ü€€ò òThe€15€elected€members€of€theÐ 0 € ÐExecutive€Committee€are€a€circuit€court€and€aÏDistrict€Court€judge€from€each€of€the€sevenÏappellate€judicial€circuits;€and€a€judge€ofÏthe€Court€of€Special€Appeals.ó ó€€û€€€(ûThe€ChiefÐ ð@  ÐJudge,€Chief€Judge€of€the€Court€of€SpecialÏAppeals,€Chair€of€the€Conference€of€CircuitÏJudges,€Chief€Judge€of€the€District€Court,ÏState€Court€Administrator,€Chief€Clerk€of€theÏDistrict€Court,€and€Chair€of€the€ConferenceÏof€Circuit€Court€Clerks€and€the€judgesÏappointed€by€the€Chief€Judge€pursuant€toÏsubsection€(d)(2)(B)€are€members€of€theÏJudicial€Council.ü€€€(ü€ÌÌ€€€€€€ò ò(b)ó ó€û€€€(û(B)ü€€€(ü€ò òThe€Chief€Judge€of€the€Court€ofÐ @ ÐAppeals,€the€Chief€Judge€of€the€Court€ofÏSpecial€Appeals,€the€Chair€of€the€ConferenceÏof€Circuit€Judges,€and€the€Chief€Judge€of€theÏDistrict€Court€are€members€of€the€ExecutiveÏCommittee€ex€officio€without€vote.ó ó€€û€€€(ûTheÐ ð@ Ðmembers€of€the€Judicial€Council€appointed€byÏthe€Chief€Judge€are€four€circuit€court€judgesÏ„„€two€circuit€administrative€judges€and€twoÏelected€members€from€the€Conference€ofÏCircuit€Court€judges,€four€District€CourtÏjudges€„„€two€District€Administrative€judgesÏand€two€elected€members€of€the€AdministrativeÏJudges€Committee,€and€one€trial€courtÏadministrator€of€a€circuit€court.ü€€€(ü€ÌÌ€€€€ò ò3.ó ó€û€€€(û(3)ü€€€(ü€€TermsÐ @)$' ÐÌà ¸ à€€€€ò òSubject€to€the€provisions€ofÐ  +p&) Ðparagraph€5€of€this€section,€an€electedÏmember€of€the€Executive€Committee€serves€aÏtwo-year€term€and€until€a€successor€isÐ ð-@), Ðelected.€€The€term€begins€on€July€1€and€endsÏon€June€30.€€An€elected€member€may€not€serveÏmore€than€two€consecutive€two-year€terms€inÏany€six-year€period.ó óû€€€(û€The€term€of€eachÐ €Ð Ðappointed€member€shall€be€two€years.€€TheÏterms€of€the€members€will€be€staggered.ü€€€(üÌÌ€€€€ò ò4.€€Electionsó óÐ @  ÐÌ€€€€€€ò ò(a)€€Not€later€than€May€1€of€each€year,Ð  p  Ðthe€executive€secretary€of€the€ConferenceÏshall€advise€the€Chief€Judge€of€the€Court€ofÏSpecial€Appeals,€each€county€administrativeÏjudge,€and€the€Chief€Judge€of€the€DistrictÏCourt€of€the€number€of€members€of€theÏExecutive€Committee€from€each€court€and€inÏeach€appellate€judicial€circuit€to€be€electedÏin€that€year.ó ó€€Ð  ð ÐÌ€€€€€€ò ò(b)€Not€later€than€June€1€of€each€year,Ð €Ð Ðthe€Court€of€Special€Appeals€shall€elect€theÏExecutive€Committee€member€to€which€it€isÏentitled€in€that€year.€€The€method€ofÏelection€shall€be€as€determined€by€thatÏcourt.ó ó€€Ð 0€ ÐÌ€€€€€€ò ò(c)€€Not€later€than€June€1€of€eachÐ ` Ðyear,€the€judges€of€the€circuit€courts€inÏeach€appellate€judicial€circuit€and€of€theÏDistrict€Court€in€each€appellate€judicialÏcircuit€shall€elect€the€members€of€theÏExecutive€Committee€to€which€they,Ïrespectively,€are€entitled€in€that€year.€€TheÏmethods€of€election€for€circuit€court€judgesÏshall€be€as€determined€by€the€judges€of€thoseÏcourts€within€each€appellate€judicialÏcircuit.€€The€methods€of€election€of€DistrictÏCourt€judges€shall€be€as€determined€by€theÏjudges€of€that€court€within€each€appellateÏjudicial€circuit.ó ó€€Ð @)$' ÐÌ€€€€€€ò ò(d)€€Promptly€after€the€elections,€theÐ  +p&) ÐChief€Judge€of€the€Court€of€Special€Appeals,Ïthe€circuit€court€judge€who€has€been€electedÏfrom€each€appellate€judicial€circuit,€and€theÐ ð-@), ÐChief€Judge€of€the€District€Court€shallÏadvise€the€executive€secretary€of€theÏindividuals€selected€from€that€court.ó ó€€Ð à ÐÌ€€€€€ò ò5.ó ó€û€€€(û(4)ü€€€(ü€€VacanciesÐ pÀ ÐÌ€€€€€€ò ò(a)ó ó€€If€a€vacancy€occurs€on€the€ò òÐ P   ÐExecutive€Committeeó ó€û€€€(ûJudicial€Councilü€€€(ü€becauseÐ @  Ðan€ò òelectedó ó€û€€€(ûappointedü€€€(ü€member€resigns€from€theÐ 0 € Ðò òCommitteeó ó€û€€€(ûCouncilü€€€(ü,€leaves€judicial€office,€orÐ  p  Ðis€appointed€or€elected€to€a€judicial€officeÏother€than€the€office€the€member€held€whenÏò òelectedó ó€û€€€(ûappointedü€€€(ü€to€the€ò òCommitteeó ó€û€€€(ûCouncilü€€€(ü,Ð ð@  Ðò òtheó ó€ò òexecutive€secretary€shall€promptly€notifyÐ à0  Ðthe€Chief€Judge€of€theó ó€ò òCourt€ofó ó€ò òSpecialÐ Ð  ÐAppeals,€if€the€vacated€position€was€held€byÏa€judge€of€that€court;€the€countyÏadministrative€judges€of€the€appropriateÏappellate€judicial€circuit,€if€the€vacatedÏposition€was€held€by€a€judge€of€a€circuitÏcourt;€or€the€Chief€Judge€of€the€DistrictÏCourt€if€the€vacated€position€was€held€by€aÏjudge€of€that€courtó ó€û€€€(ûthe€Chair€shall€appoint€aÐ P  Ðreplacement€member€of€the€Council€to€serveÏfor€the€unexpired€balance€of€theÏpredecessorððs€termü€€€(ü.€€ÌÌ€€€€€€ò ò(b)€Within€30€days€after€theÐ P Ðnotification,€the€individual€notified€shallÏcause€an€election€to€be€held€by€the€judges€ofÏthe€Court€of€Special€Appeals,€the€judges€ofÏthe€circuit€court€within€the€appropriateÏappellate€judicial€circuit,€or€the€judges€ofÏthe€District€Court€within€the€appropriateÏappellate€judicial€circuit,€so€that€theÏvacancy€shall€be€filled€by€election€of€aÏjudge€from€the€same€court€or€court€level€asÏthat€from€which€the€judge's€predecessor€hadÏbeen€elected.€€The€executive€secretary€shallÏbe€notified€promptly€of€the€individualÏelected.€€The€individual€elected€serves€forÏthe€unexpired€balance€of€the€predecessor'sÏterm,€and€until€a€successor€is€elected.ó ó€€Ð ,`'* ÐÌ€€€€ò ò6.€€Chair€and€Vice€Chairó óÐ ð-@), Ѐ€€€€€ò ò(a)€€The€electedó ó€ò òmembers€of€theó óÐ ° Ðò òExecutive€Committee€shall€elect€annually,Ð  ð Ðfrom€among€their€members,€a€Chair€and€ViceÏChair,€to€serve€until€the€June€30€followingÏtheir€election,€and€untiló ó€ò òtheir€successorsÐ pÀ Ðare€electedó ó.€€Ð ` ° ÐÌ€€€€€€ò ò(b)€€If€the€position€of€Chair€or€ViceÐ @  ÐChair€becomes€vacant,€it€shall€be€filled€byÏelection€by€the€Executive€Committee€membersÏfrom€among€its€elected€members.€€TheÏindividual€elected€to€fill€the€vacancy€servesÏfor€the€unexpired€balance€of€theÏpredecessor's€term,€and€until€a€successor€isÏelected.ó óÐ Ð  ÐÌ€€ò òe.ó ó€û€€€(û(e)ü€€€(ü€€SecretariatÐ ° ÐÌà ¸ à€€The€Administrative€Office€of€theÏCourts€is€the€secretariat€for€the€Conferenceû€€€(û.ü€€€(üÏò òand€for€all€of€its€committees,€including€theÐ pÀ ÐExecutive€Committee.€€The€State€CourtÏAdministrator€is€the€Executive€Secretary€ofÏthe€Conference.ó ó€€Ð @ ÐÌà@HH'ìàò òCOMMENTó óˆÐ  p ÐÌ€€€€ò òThis€is€former€Rule€1226€a€3,€withoutÐ P Ðsubstantive€change.ó ó€Ð ð@ Ѐ̀€ò òf.ó ó€û€€€(û(f)ü€€€(ü€€CommitteesÐ Ð  ÐÌ€€€€ò ò1.ó ó€û€€€(û(1)ü€€€(ü€€EstablishmentÐ °"  ÐÌà ¸ à€€€€In€consultation€with€the€Chair€ofÏthe€Judicial€Conference,€the€ò òExecutiveÐ €%Ð # ÐCommitteeó ó€û€€€(ûJudicial€Councilü€€€(ü€shall€establishÐ p&À!$ Ðthe€committees€of€the€Conference€it€considersÏnecessary€or€desirable€from€time€to€time.€€ÌÌ€€€€ò ò2.ó ó€û€€€(û(2)ü€€€(ü€€AppointmentÐ 0*€%( ÐÌà ¸ à€€€€In€consultation€with€the€Chair€ofÏthe€Judicial€Conference,€the€ò òChair€of€theÐ -P(+ ÐExecutive€Committeeó ó€û€€€(ûJudicial€Councilü€€€(ü€shallÐ ð-@), Ðappoint€the€Chair€and€members€of€eachÏcommittee.€€ÌÌ€€€€ò ò3.ó ó€û€€€(û(3)ü€€€(ü€€DutiesÐ €Ð ÐÌà ¸ à€€€€Each€committee€shall€meet€at€theÏtime€or€times€its€Chair€designates€toÏreceive,€discuss,€and€consider€suggestionsÏpertaining€to€its€area€of€responsibility.€ÏEach€committee€shall€make€reports€to€theÏò òExecutive€Committeeó ó€û€€€(ûJudicial€Councilü€€€(ü€asÐ `  Ðrequired€by€the€ò òCommitteeó ó€û€€€(ûCouncilü€€€(ü,€and€shallÐ P  Ðsubmit€an€annual€report€to€the€JudicialÏConference€through€the€ò òExecutive€Committeeó óÐ à0  Ðû€€€(ûJudicial€Councilü€€€(ü.€€ÌÌ€€ò òg.ó ó€û€€€(û(g)ü€€€(ü€€Sessions€of€the€ConferenceÐ ° ÐÌà ¸ à€€The€Conference€shall€meet€in€generalÏsession€at€least€once€a€year€at€the€time€andÏplace€designated€by€the€ò òExecutive€Committeeó óÐ pÀ Ðû€€€(ûJudicial€Councilü€€€(ü,€unless€otherwise€ordered€byÏthe€Court€of€Appeals.€€Each€session€of€theÏConference€shall€be€for€the€number€of€daysÏthe€work€of€the€Conference€may€require.€€ÌÌà@HH'ìàò òCOMMENTó óˆÐ ` ÐÌ€€€€ò òThis€is€in€substance€former€Rule€1226€aÐ ð@ Ð7.ó ó€Ð à0 ÐÌSource:€€This€Rule€is€û€€€(ûderived€fromü€€€(ü€formerÏRule€1226.ÌÌÌÒ°` ÒÒ°` Òà  àRule€16„802€was€accompanied€by€the€following€ReporterððsÌÌNote.ÌÌÒ` °ÒÒ` °Òà ¸ àThe€General€Court€AdministrationÏSubcommittee€has€approved€Rule€16„802€as€toÏform.€€Former€Rule€1226€was€not€drafted€byÏthe€Rules€Committee,€but€was€presented€to€theÏCourt€of€Appeals€by€the€Maryland€JudicialÏConference.€€The€substantive€changes€to€theÐ ð-@), ÐRule€have€been€recommended€by€a€LeadershipÏConference€convened€by€Chief€Judge€Bell€inÏ1999.ÌÌà ¸ àSection€(a)€is€derived€from€the€ð ðDraftÐ pÀ ÐReport€„€Judicial€Council€Recommendations,ððÐ ` ° ÐDecember€13,€1999.€€On€pages€2€and€3,€theÏReport€suggests€that€there€needs€to€be€someÏadjustment€of€the€objectives€of€the€JudicialÏConference.€€ÌÌà ¸ àSection€(b)€is€unchanged.ÌÌà ¸ àSection€(c)€is€derived€from€section€(c)Ïof€current€Rule€16„802,€but€the€provisionÏpertaining€to€the€Vice€Chair€has€beenÏdeleted.Ìà ¸ àÌà ¸ àSubsection€(d)(1)€is€derived€from€theÏReport€entitled€ð ðRecommendations€to€theÐ €Ð ÐMaryland€Judiciary,€the€Way€Forward,ðð€JulyÐ pÀ Ð23,€1999€and€the€Draft€Report€of€December€13,Ï1999.€€The€crux€of€both€reports€is€theÏrecommendation€to€eliminate€the€ExecutiveÏCommittee€of€the€Judicial€Conference€andÏreplace€it€with€the€Judicial€Council.€ÌÌà ¸ àSubsection€(d)(2)€is€new€and€is€derivedÏfrom€the€December€13,€1999€Draft€Report€andÏfrom€the€Memorandum€from€Chief€Judge€Bell€toÏthe€Leadership€Conference,€dated€January€21,Ï2000.€€On€pages€3€and€4,€the€ReportÏrecommends€the€membership€of€the€JudicialÏCouncil.€€In€the€memorandum,€Chief€Judge€BellÏfurther€explains€the€composition€of€theÏJudicial€Council.ÌÌà ¸ àSubsection€(d)(3)€is€in€part€derivedÏfrom€current€Rule€16„802€d.3€and€is€in€partÏnew.Ìà ¸ àÌ€€€€à ¸ àSubsection€(d)(4)€is€derived€fromÐ  +p&) Ðcurrent€Rule€16„802€d.€5€(a),€the€DecemberÏ13,1999€Draft€Report,€and€the€January€21,2000ÏMemorandum€from€Chief€Judge€Bell.€Because€theÐ ð-@), ÐChief€Judge€of€the€Court€of€Appeals€appointsÏthose€members€whose€position€does€notÏautomatically€qualify€them€for€CouncilÏmembership,€the€current€Rule€has€beenÏmodified€to€provide€for€the€Chair€to€appointÏa€replacement€member€of€the€Judicial€Council.€ÏÌà ¸ àSection€(e)€has€been€shortened,Ïeliminating€the€references€to€committees€andÏto€the€Executive€Secretary.ÌÌà ¸ àSection€(f)€is€changed€only€to€reflectÏthe€change€in€name€€to€the€Judicial€Council.ÌÌà ¸ àSection€(g)€is€changed€only€to€reflectÏthe€change€in€name€€to€the€Judicial€Council.ÌÌÌÒ°` ÒÒ°` ÒÓÓà  àThe€Chair€explained€that€Rule€16„802€had€been€amended€at€theÏrequest€of€the€Chief€Judge€of€the€Court€of€Appeals,€Robert€M.ÏBell.€€The€reasons€for€the€changes€are€explained€in€theÏmemorandum€from€Chief€Judge€Bell€dated€August€21,€2000,€which€isÏincluded€in€the€meeting€materials.€€(See€Appendix€1.)€€TheÏproposal€is€to€have€a€Judicial€Council€which€will€do€the€workÏthat€had€been€done€by€the€Executive€Committee.€€Chief€Judge€BellÏis€persuaded€that€the€new€system€provides€a€more€efficient€way€toÏrun€the€judiciary.€€It€is€more€consistent€with€Chief€Judge€BellððsÏideas€as€to€how€the€Maryland€Judicial€Conference€should€operate.€ÏFormer€Rule€1226,€the€predecessor€to€Rule€16„802€was€not€draftedÏby€the€Rules€Committee€but€came€about€as€a€result€of€theÏdeliberations€of€the€Maryland€Judicial€Conference.€€Chief€JudgeÏBell€would€like€the€Rules€Committee€to€look€at€the€proposedÐ ð-@), Ðrevised€draft€of€the€Rule.Ìà  àMr.€Hochberg€commented€that€subsection€(d)(4)€does€not€listÏdeath€as€a€reason€for€a€vacancy€on€the€Judicial€Council.€€TheÏChair€pointed€out€that€the€language€in€that€provision€which€readsÏa€ð ðleaves€judicial€officeðð€would€cover€that€situation.€€The€ViceÐ 0 € ÐChair€noted€that€the€Rules€of€Procedure€usually€have€a€provisionÏfor€the€position€of€a€vice€chair€when€the€chair€of€anÏorganization€is€not€available.€€The€Assistant€Reporter€indicatedÏthat€Chief€Judge€Bell€preferred€to€have€no€vice€chair.Ìà  àJudge€Johnson€moved€to€approve€the€Rule€as€presented.€€TheÏmotion€was€seconded,€and€it€passed€unanimously.ÌÓÓÌAgenda€Item€2.€€Consideration€of€proposed€revised€Title€16,Ì€€Chapter€700€(Discipline€and€Inactive€Status€of€Attorneys)Ì€€drafted€by€the€committee€of€two€Judges€of€the€Court€of€AppealsÌ€€appointed€in€accordance€with€an€Order€of€the€Court€dated€JuneÌ€€6,€2000.€€(See€Appendix€2)Ì________________________________________________________________ÌÌÌÓÓà  àThe€Chair€told€the€Committee€that€the€Court€of€Appeals€hadÏdecided€to€appoint€a€committee€of€the€Court€to€draft€a€revisionÏof€the€Attorney€Discipline€Rules.€€The€committee€was€composed€ofÏthe€Honorable€Alan€M.€Wilner€and€the€Honorable€Glenn€T.€Harrell,ÏJr.,€Judges€of€the€Court€of€Appeals.€€The€Rules€Committee€ChairÏand€Vice€Chair,€the€Reporter€to€the€Rules€Committee,€Albert€D.ÏBrault,€Chair€of€the€Attorneys€Subcommittee,€representatives€ofÐ -P(+ Ðthe€Maryland€State€Bar€Association€(¢MSBA£)€and€the€bar€ofÏMaryland,€Bar€Counsel,€and€other€interested€persons€met€with€theÏCourtððs€committee€during€the€drafting€process.€€The€committeeÏrequested€that€the€Rules€Committee€take€one€more€look€at€theÏrevised€Rules.€€Then€the€Rules€will€be€published€for€comment.€ÏFor€the€discussion€today,€one€approach€is€to€let€the€consultantsÏcomment€on€specific€Rules€or€another€is€to€go€through€the€RulesÏpage€by€page.€€The€Vice€Chair€expressed€the€view€that€theÏCommittee€should€answer€all€the€questions€in€bold€in€the€Rules.€ÏThe€drafting€committeeððs€proposed€revision€of€Title€16,€ChapterÏ200€is€set€out€in€Appendix€2,€and€their€Concept€Proposal€(Rev.Ï8/8/00)€is€set€out€in€Appendix€3.Ìà  àThe€Reporter€said€that€the€Rules€are€on€a€fast€track.€€NextÏTuesday,€Judges€Harrell€and€Wilner€will€consider€theÏrecommendations€of€the€Rules€Committee€and€meet€with€members€ofÏthe€Style€Subcommittee€to€make€final€changes€to€the€proposal€thatÏwill€be€transmitted€to€all€of€the€Judges€on€the€Court€of€Appeals.€ÏAfter€that,€the€Attorney€Disciplinary€Rules€will€be€published€inÏòòTheóó€òòMarylandóó€òòRegisteróó€with€a€20„day€comment€period.€€The€CourtÐ p&À!$ Ðwill€consider€the€Rules€on€one€of€its€November€2000€conferenceÏdays.Ìà  àThe€first€query€is€after€section€(a)€of€Rule€16„701,ÏDefinitions,€on€page€9€asking€whether€the€word€ð ðlawyerðð€should€beÐ ð-@), Ðchanged€to€the€word€ð ðpersonðð€in€the€definition€of€the€termÐ ° Ðð ðattorney.ðð€€The€Vice€Chair€answered€that€the€word€should€beÐ à Ðð ðperson,ðð€and€the€Committee€agreed€by€consensus.€€The€secondÐ pÀ Ðquestion€is€whether€lawyers€from€other€countries€are€to€beÏincluded.€€Mr.€Thompson,€immediate€past€President€of€the€MSBA,Ïanswered€that€lawyers€from€other€countries€are€included,€and€theÏCommittee€agreed€with€this€by€consensus.€€Ìà  àOn€page€11€after€section€(k)€of€Rule€16„701,€the€query€toÏthe€Rules€Committee€pertaining€to€the€definition€of€the€termÐ ° Ðð ðserious€crimeðð€reads€as€follows:€€ð ðShould€this€definition€beÐ à Ðlimited€to€crimes€in€the€U.S.?€€Should€it€specify€the€U.S.,€anyÏstate,€or€territory?€€Should€it€include€crimes€committed€anywhereÏ(including€foreign€countries)€if€the€underlying€conduct€would€beÏa€ððserious€crimeðð€in€Maryland€(under€subsections€(k)(1),€(k)(2),Ïor€(k)(3)),€if€the€conduct€had€occurred€in€Maryland?ðð€€TheÐ ð@ ÐReporter€pointed€out€that€this€issue€had€been€debated€by€theÏRules€Committee€previously.€€The€Vice€Chair€asked€why€theÏdefinition€of€ð ðserious€crimeðð€should€be€limited€to€crimes€in€theÐ $à" ÐU.S.€€It€should€be€serious€crimes€under€Maryland€law€and€shouldÏbe€left€alone.€€The€Reporter€commented€that€the€definition€shouldÏnot€provide€that€any€felony€is€included,€because€a€foreignÏcountry€may€provide€that€the€act€of€chewing€gum€is€a€felony.€€Mr.ÏSykes€noted€that€the€language€ð ðany€felony€under€Maryland€lawððÐ ð-@), Ðmight€mean€that€the€felony€has€to€be€committed€in€Maryland.€€Mr.ÏMaloney€suggested€that€the€language€could€be€ð ðany€felonyÐ à Ðconstituting€a€crime€under€Maryland€law.ðð€€€Mr.€Sykes€said€thatÐ pÀ Ðthis€may€cause€a€jurisdictional€problem€if€the€crime€is€committedÏin€England€but€is€not€a€felony€under€English€law.€€Mr.€MaloneyÏthen€suggested€that€it€could€be€ð ðconduct€which,€if€it€hadÐ `  Ðoccurred€in€Maryland,€would€have€constituted€a€felony.ðð€Ð ð@  Ðà  àThe€Vice€Chair€remarked€that€she€did€not€read€this€provisionÏto€mean€that€the€crime€would€have€to€be€committed€in€Maryland.€€ÏHer€view€is€that€it€means€any€felony€committed,€including€oneÏcommitted€in€Maryland.€€Mr.€Sykes€suggested€that€the€languageÏshould€be€changed€to€clarify€the€meaning.€€Mr.€Maloney€reiteratedÏhis€suggested€language€which€was€ð ðconduct€which,€if€it€hadÐ 0€ Ðoccurred€in€Maryland,€would€have€constituted€a€felony.ðð€€The€ViceÐ ` ÐChair€inquired€if€this€language€would€exclude€a€felony€committedÏin€Maryland.€€The€Chair€suggested€that€subsection€(k)(1)€read€asÏfollows:€€ð ðany€crime,€the€elements€of€which€constitute€a€felonyÐ °"  Ðunder€Maryland€law.ðð€€The€Committee€agreed€by€consensus€to€thisÐ $à" Ðchange.Ìà  àAfter€section€(a)€of€Rule€16„711€on€page€13,€the€query€toÏthe€Committee€reads€as€follows:€€ð ðHow€many€lawyers€and€non„Ð 0*€%( Ðlawyers€should€be€on€the€Commission?€€9€and€3€per€this€draft?€€8Ïand€4€per€the€144òòthóó€Report?€€8€and€2€per€the€current€rule?€€SomeÐ ð-@), Ðother€combination?ðð€€Mr.€Downes€expressed€the€opinion€that€theÐ ° Ðchange€to€nine€attorneys€and€three€members€was€preferable.€€HeÏnoted€that€the€Attorney€Grievance€Commission€(AGC)€was€satisfiedÏwith€this.€€The€Committee€agreed€by€consensus€with€a€membershipÏof€nine€lawyers€and€three€non„lawyers€on€the€Commission.Ìà  àThe€Vice€Chair€drew€the€Committeeððs€attention€to€subsectionÏ(b)(4)€of€Rule€16„712,€Bar€Counsel,€on€page€17.€€She€expressedÏthe€concern€that€since€many€of€the€Rules€contain€the€addition€ofÏthe€language€ð ðor€remedialðð€in€the€phrase€ð ðdisciplinary€or€remedialÐ ° Ðactionðð€and€in€similar€provisions,€this€should€be€consistentÐ à Ðthroughout€the€Attorney€Discipline€Rules.€€The€language€ð ðorÐ pÀ Ðremedialðð€should€be€added€to€subsection€(b)(4)€as€well€asÐ P  Ðsubsection€(b)(6)€of€Rule€16„712.€€The€Committee€agreed€byÏconsensus€with€this€suggestion.€€Ìà  àThe€Vice€Chair€pointed€out€that€in€subsection€(c)(5)€of€RuleÏ16„713,€Peer€Review€Committee,€on€page€19,€the€word€ð ðotherððÐ Ð  Ðshould€be€deleted,€so€that€the€end€of€the€Rule€would€read€ð ðor€anyÐ °"  ÐState.ðð€€The€Committee€agreed€by€consensus€to€this€change.Ð $à" Ðà  àAfter€section€(d)€of€Rule€16„713€on€page€20,€the€followingÏquery€appears:€ð ðShould€anything€be€added€to€or€deleted€from€theÐ P( #& Ðððineligibilityðð€lists€in€sections€(c)€and€(d)?ðð€€The€Vice€ChairÐ 0*€%( Ðcommented€that€the€ineligibility€list€is€a€good€idea.€€Mr.ÏJohnson€inquired€as€to€why€there€is€a€requirement€of€practicingÐ ð-@), Ðlaw€for€five€years€to€be€a€member€of€the€Peer€Review€Committee.€ÏDiversionary€cases€often€involve€younger€attorneys,€and€it€mightÏbe€more€appropriate€to€have€a€three„year€requirement€to€allow€forÏyounger€attorneys€to€be€appointed€to€the€Peer€Review€Committee.€ÏMr.€Hirshman€explained€that€the€policy€behind€the€five„yearÏprovision€was€to€appoint€more€experienced€people€to€move€theÏsystem€along.€€Mr.€Thompson€remarked€that€the€MSBA€had€adoptedÏguidelines€with€the€five„year€provision€and€a€Martindale„HubbellÐ Ð  Ðð ðBVðð€rating€requirement.€€The€Vice€Chair€said€that€she€agreedÐ ° Ðwith€Mr.€Johnson€as€to€shortening€the€amount€of€time€necessary€toÏpractice€law€to€be€eligible€for€the€Peer€Review€Committee.€€Mr.ÏJohnson€said€that€although€he€understands€Mr.€HirshmanððsÏposition,€he€still€believes€that€three€years€is€more€appropriate.€ÏThe€Committee€agreed€by€consensus€to€recommend€a€three„yearÏrequirement.Ìà  à€€€€Mr.€Wolpoff€asked€what€the€term€ð ðjudgeðð€means€inÐ Ð  Ðsubsection€(c)(3)€of€Rule€16„713.€€Does€this€include€anÏadministrative€law€judge,€a€master,€etc.?€€Mr.€HochbergÏquestioned€what€the€result€is€if€the€judge€were€retired.€€Ms.ÏOgletree€answered€that€a€retired€judge€would€have€to€be€sittingÏas€a€judge€to€be€ineligible€for€appointment.€€The€Chair€statedÏthat€retired€judges€would€be€able€to€sit€on€the€panels.€€Ìà  àThe€Vice€Chair€commented€that€in€subsection€(c)(2),€theÐ ð-@), Ðrequirement€that€the€practice€must€be€in€Maryland€is€somewhatÏparochial€and€should€be€deleted.€€The€Chair€noted€that€the€theoryÏof€peer€review€is€that€the€reviewer€knows€Maryland€practice.€€TheÏVice€Chair€noted€that€negligence€and€discipline€are€not€measuredÏby€a€local€standard.€€The€Chair€said€that€he€was€reluctant€toÏrecommend€the€elimination€of€a€residency€requirement.€€Mr.ÏThompson€suggested€that€this€requirement€should€remain€as€it€wasÏpresented,€and€the€Committee€agreed€by€consensus.Ìà  àThe€next€query€to€the€Committee€is€after€section€(a)€of€RuleÏ16„723,€Confidentiality,€on€page€28€and€reads€as€follows:€€ð ðTheÐ à Ðdrafting€committee€favors€the€following€approach€toÏconfidentiality/€privilege€issues€with€respect€to€peer€reviewÏproceedings€(based€on€portions€of€proposed€new€Rule€17„109,ÏMediation€Confidentiality):€€ÌÒ` °ÒÒ` °ÒÓÓà ¸ àAll€persons€present€at€a€peer€reviewÏmeeting€shall€maintain€the€confidentiality€ofÏall€speech,€writing,€and€conduct€made€as€partÏof€the€meeting€and€may€not€disclose€or€beÏcompelled€to€disclose€the€speech,€writing,€orÏconduct€in€any€judicial,€administrative,€orÏother€proceeding.€€Speech,€writing,€orÏconduct€that€is€confidential€under€this€RuleÏis€privileged€and€not€subject€to€discovery,Ïbut€information€otherwise€admissible€orÏsubject€to€discovery€does€not€becomeÏinadmissible€or€protected€from€disclosureÏsolely€by€reason€of€its€use€at€the€peerÏreview€meeting.ÌÌÒ°` ÒÒ°` ÒÓÓIs€the€Rules€Committee€in€agreement€with€this€proposal€and,€ifÐ -P(+ Ðso,€how€should€this€provision€be€incorporated€in€the€Rule?ððÐ ° Ðà  àThe€Chair€questioned€as€to€how€much€that€the€attorney€saysÏat€the€peer€review€is€fair€game€at€a€hearing€downstream.€€Can€theÏattorney€be€impeached€on€the€basis€of€a€prior€inconsistentÏstatement€or€does€everything€said€at€the€peer€review€remainÏconfidential€and€not€a€subject€for€questioning€at€the€evidentiaryÏhearing€that€follows?€€The€Vice€Chair€pointed€out€that€one€viewÏis€that€the€attorney€should€not€be€encouraged€to€lie,€and€thisÏcould€be€accomplished€by€allowing€the€attorney€to€be€impeached€atÏtrial.€€The€other€side€of€the€coin€is€that€if€peer€review€isÏinformal,€it€may€encourage€the€attorney€to€recognize€that€his€orÏher€conduct€contributed€to€the€problem.€€If€the€Rules€do€notÏprotect€the€attorneyððs€statements€from€admissibility€at€theÏevidentiary€hearing,€the€peer€review€will€not€be€as€meaningfulÏbecause€the€attorney€will€have€to€be€guarded.€€Judge€HarrellÏsupports€the€theory€that€there€should€be€the€same€confidentialityÏas€in€mediation.€€Mr.€Thompson€added€that€the€MSBA€also€supportsÏthis€theory.Ìà  àMr.€Hirshman€stated€that€his€office€will€subpoenaÏrespondents€to€provide€statements€under€oath.€€The€Chair€inquiredÏwhether€the€Office€of€Bar€Counsel€will€do€this€because€peerÏreview€is€confidential,€and€this€will€be€anticipatoryÏretaliation.€€Mr.€Hirshman€remarked€that€the€attorney€should€notÐ ð-@), Ðbe€allowed€to€change€his€or€her€story.€€The€Chair€commented€thatÏeven€if€the€Rule€provides€that€an€attorney€cannot€be€impeached€byÏstatements€at€the€peer€review€meeting,€Bar€Counsel€can€still€takeÏthe€attorneyððs€testimony€under€oath.€€One€idea€is€that€thereÏcould€be€a€prior€inconsistent€statement€exception€to€the€generalÏrule€of€confidentiality.€€Generally,€attorneys€will€not€lie€veryÏoften€at€peer€review,€nor€will€complainants.€€If€nothing€can€beÏdone€about€a€prior€inconsistent€statement,€what€will€complainantsÏthink€of€the€process?€€It€is€not€a€good€idea€to€give€everyÏattorney€the€third€degree€under€oath.€€Mr.€Hirshman€respondedÏthat€that€would€only€be€necessary€if€an€attorney€fails€toÏcooperate€when€someone€from€the€Office€of€Bar€Counsel€talks€toÏthe€attorney.€€The€Chair€noted€that€in€his€nine€years€as€aÏcircuit€court€judge,€less€than€two€percent€of€people€confrontedÏwith€a€prior€inconsistent€statement€say€that€they€never€made€theÏearlier€statement.€€It€is€not€a€good€idea€to€subpoena€everyoneÏwho€had€been€present€at€peer€review€to€the€evidentiary€hearingÏevery€time€a€inconsistent€statement€is€uttered.€€The€Vice€ChairÏcommented€that€it€would€discourage€volunteer€attorneys€and€layÏpeople€from€participating€in€peer€review€if€they€faced€theÏpossibility€of€spending€days€in€court€testifying€about€the€peerÏreview€proceeding.€€€Ìà  àJudge€Heller€observed€that€confidentiality€promotes€the€roleÐ ð-@), Ðof€peer€review.€€She€said€that€she€hoped€that€Bar€Counsel€wouldÏuse€good€judgment€and€discretion€and€not€bring€in€every€attorneyÏbecause€the€peer€review€hearing€is€confidential.€€The€Vice€ChairÏpointed€out€that€Bar€Counsel€can€use€the€subpoena€to€investigate,Ïbut€does€not€always€need€to€take€the€attorneyððs€statement€underÏoath.€€Once€peer€review€is€over,€full€discovery€is€available.€ÏThe€Chair€stated€that€Mr.€Hirshmanððs€concern€is€the€attorneyÏchanging€his€or€her€testimony.€€The€attorney€should€be€pinnedÏdown€before€the€peer€review€hearing.€€A€deposition€after€the€peerÏreview€hearing€will€not€do€Bar€Counsel€any€good.€€Mr.€HirshmanÏsaid€that€most€attorneys€will€cooperate.€€If€there€is€a€change€inÏthe€story,€the€investigator€will€testify.€€Mr.€Hirshman€remarkedÏthat€he€does€not€envision€taking€testimony€under€oath€very€often.€ÏThe€Chair€suggested€that€the€language€presented€in€the€query€beÏincluded€somewhere€in€the€Rules.€€The€Vice€Chair€said€that€thisÏcan€be€styled€later.€€The€Committee€agreed€by€consensus.Ìà  àAfter€section€(d)€of€Rule€16„723€on€page€30,€the€CommitteeÏconsidered€the€following€query:€€ð ðIf€what€happens€at€peer€reviewÐ $à" Ðis€absolutely€confidential,€is€subsection€(d)(2)€needed?€€IsÏthere€some€reason€this€subsection€is€needed€to€help€Bar€Counsel?ðð€Ð P( #& ÐMr.€Sykes€responded€that€without€this€provision,€the€Rules€wouldÏbe€at€odds€with€themselves,€since€elsewhere€the€Rules€provideÏthat€peer€review€is€confidential.€€The€provision€should€remain.€€Ð ð-@), ÐThe€Committee€agreed€by€consensus€with€Mr.€Sykes.€€The€Vice€ChairÏpointed€out€that€the€language€ð ðor€remedialðð€should€be€placedÐ à Ðafter€the€word€ð ðdisciplinaryðð€in€subsection€(d)(2).€€The€RulesÐ pÀ Ðshould€be€reviewed€to€add€this€language€where€it€is€necessary.Ìà  àThe€Chair€said€that€another€query€for€the€Committee€is€afterÏsection€(b)€of€Rule€16„724,€Service€of€Papers€on€Attorney,€onÏpage€33.€€It€reads€as€follows:€€ð ðThese€Rules€provide€for€personalÐ ð@  Ðservice€of€a€statement€of€charges€(to€go€to€peer€review)€and€aÏpetition€for€disciplinary€or€remedial€action€(with€theÏavailability€of€the€Clientsðð€Security€Trust€Fund€option€if€theÏattorney€cannot€be€located).€€All€other€papers€that€are€part€ofÏthe€peer€review€process€and€all€post„petition€papers€are€servedÏin€the€manner€provided€by€Rule€1„321.€€Should€any€changes€be€madeÏto€these€service€provisions?ðð€€The€Vice€Chair€replied€that€noÐ ` Ðchanges€are€necessary.Ìà  àThe€Chair€pointed€out€another€query€after€section€(g)€ofÏRule€16„732,€Investigative€Subpoena,€on€page€39€which€reads€asÏfollows:€€ð ðIf€the€statement€is€given€in€compliance€with€aÐ $à" Ðsubpoena,€shouldnððt€it€be€under€oath?€€In€the€144òòthóó€Report,€thisÐ p&À!$ ÐRule€specified€that€the€statement€should€òònotóó€be€under€oath€„„€isÐ P( #& Ðthere€a€reason€why€it€should€not€be?ðð€€The€Reporter€noted€thatÐ 0*€%( Ðthe€Rules€Committee€had€decided€that€a€statement€given€by€aÏwitness€who€is€subpoenaed€under€this€Rule€is€not€under€oath.€€TheÐ ð-@), Ðdrafting€committee€changed€the€Rule€to€provide€that€if€a€personÏis€subpoenaed,€the€statement€will€be€under€oath.€€The€draftingÏcommittee€has€inquired€as€to€whether€there€is€a€good€reason€forÏthe€statement€not€to€be€under€oath.€€The€Chair€commented€that€theÏtwo€members€of€the€Committee€who€had€spoken€on€this€issueÏpreviously€were€not€present€at€the€meeting€today.€€Judge€KaplanÏverified€that€the€earlier€decision€had€been€that€the€statementsÏshould€not€be€under€oath,€and€that€there€has€been€concern€aboutÏthe€òòexóó€òòparteóó€aspect€of€the€procedure.€€€Ð ° Ðà  àThe€Vice€Chair€inquired€as€to€why€the€statements€should€beÏrecorded,€if€they€are€not€under€oath.€€The€Chair€asked€what€theÏposition€of€the€Committee€is.€€Mr.€Hirshman€said€that€he€thoughtÏthat€the€statements€should€be€under€oath.€€The€Vice€ChairÏquestioned€as€to€whether€the€person€subject€to€the€subpoena€hasÏthe€right€to€counsel.€€The€Chair€answered€that€the€person€doesÏnot€have€a€right€to€appointed€counsel.€€Mr.€Hochberg€pointed€outÏthat€subsection€(c)(1)€of€Rule€16„732€provides€that€the€attorneyÏshall€be€notified€prior€to€the€conclusion€of€the€investigationÏthat€Bar€Counsel€has€undertaken€an€investigation€of€the€attorney.€ÏThis€means€that€the€attorney€may€not€have€been€notified€of€theÏinvestigation€until€after€he€or€she€is€subpoenaed.€€He€noted€thatÏthe€attorney€probably€is€not€represented€by€counsel€at€thisÏpoint,€leaving€the€attorney€more€exposed€to€the€possibility€ofÐ ð-@), Ðperjury€allegations€being€added€to€the€charges€against€theÏattorney.€€Also,€the€attorney€may€not€be€aware€of€applicableÏprivileges.Ìà  àMr.€Thompson€expressed€the€view€that€if€the€Rules€CommitteeÏfeels€the€attorneyððs€statement€should€not€be€under€oath,€then€theÏMSBA€recommends€it€not€be€under€oath.€€The€Chair€suggested€thatÏboth€alternatives€could€be€included,€including€a€report€of€theÏCommitteeððs€position,€and€the€Court€of€Appeals€can€make€theÏchoice.€€The€Vice€Chair€commented€that€the€issue€is€whether€theÏstatement€of€the€attorney€can€later€be€used€for€impeachmentÏpurposes€and€as€the€basis€of€perjury€charges.€€This€would€beÏdifficult€if€the€statement€is€not€under€oath.€€The€Chair€saidÏthat€even€if€it€is€not€under€oath,€the€prior€statement€hasÏimpeachment€value;€there€is€a€hearsay€exception€for€recordedÏstatements€pursuant€to€Rule€5„802.1.€€The€Vice€Chair€expressedÏthe€opinion€that€the€statement€should€be€under€oath.€€TheÏattorney€may€want€it€to€be€under€oath.€€For€a€statement€to€beÏworthwhile,€it€should€be€made€under€the€penalties€of€perjury.€ÏShe€noted€her€dissent€on€this€issue.€€The€Chair€stated€that€theÏRules€Committeeððs€nearly€unanimous€position,€with€one€dissent,€isÏthat€the€statements€should€not€be€under€oath.€€Ìà  àTurning€to€page€41,€the€Reporter€pointed€out€that€the€choiceÏof€language€in€section€(d)€of€Rule€16„734,€Procedure€UponÐ ð-@), ÐCompletion€of€Investigation,€is€dependent€upon€the€decision€to€beÏmade€about€Rule€16„741,€Statement€of€Charges.€€Ìà  àThe€Chair€noted€that€there€is€a€query€after€section€(f)€ofÏRule€16„736,€Conditional€Diversion€Agreement,€on€page€50€whichÏreads€as€follows:€€ð ðShould€there€be€any€statement€regardingÐ 0 € Ðjudicial€review€or€lack€of€any€judicial€review€of€theÐ `  Ðrevocation?ðð€referring€to€revocation€of€the€conditional€diversionÐ ð@  Ðagreements.€€The€Chair€questioned€as€to€what€happens€when€theÏattorney€says€that€he€or€she€has€not€defaulted,€does€not€deserveÏto€be€the€subject€of€the€action,€and€there€is€no€reason€to€goÏforward.€€Should€there€be€a€judicial€review€of€the€decision?€ÏOnce€the€case€gets€downstream€before€a€court,€the€attorney€couldÏargue€that€the€matter€was€worked€out,€and€the€attorney€did€notÏviolate€the€conditions€of€the€agreement.€€The€Vice€Chair€saidÏthat€she€thought€that€there€was€no€judicial€review€of€the€issue.€ÏThe€AGC€and€the€attorney€entered€into€an€agreement.€€If€theÏagreement€is€breached,€this€should€be€final.€€The€Chair€pointedÏout€that€the€attorney€in€mitigation€may€be€arguing€that€theÏagreement€was€not€violated.€€€Ìà  àThe€Vice€Chair€suggested€that€the€Rule€could€allow€evidenceÏof€¢remediation£€to€be€admitted.€€The€Chair€observed€that€to€theÏextent€that€there€is€a€disputed€issue€of€fact,€the€judge€willÏresolve€it€at€some€point.€€There€would€be€no€judicial€review€inÐ ð-@), Ðadvance.€€Mr.€Sykes€was€not€sure€that€he€agreed,€noting€that€theÏquestion€before€the€judge€would€be€whether€or€not€a€violation€hasÏbeen€committed.€€It€is€relevant€if€the€attorney€asserts€that€heÏor€she€should€not€been€before€the€trial€judge€on€a€petition€forÏdisciplinary€action€because€there€has€been€no€breach€of€theÏConditional€Diversion€Agreement.€€If€the€question€is€whether€theÏattorney€violated€certain€ethical€rules,€this€assertion€may€beÏable€to€brought€up€on€the€issue€of€the€determination€of€anÏappropriate€sanction,€or€it€may€not,€since€the€Court€of€AppealsÏdetermines€the€sanction.€€Can€the€attorney€introduce€evidence€ofÏthe€agreement?€€The€Chair€answered€that€the€attorney€has€theÏright€to€introduce€mitigating€circumstances.€€The€question€isÏwhether€there€should€be€a€rule€on€this.€€This€is€a€mitigationÏissue,€and€the€circuit€court€can€look€into€this.€€The€Vice€ChairÏdisagreed,€saying€that€the€attorney€entered€into€the€agreementÏand€then€cannot€put€on€a€mini„trial€as€to€whether€the€AGC€wasÏcorrect€in€revoking€the€agreement.Ìà  àThe€Chair€expressed€his€hesitation€about€prohibiting€theÏattorney€from€being€able€to€allege€that€the€AGC€breached€theÏagreement.€€The€Reporter€inquired€if€this€could€be€handled€by€aÏpreliminary€motion€filed€in€the€circuit€court.€€The€Vice€ChairÏexpressed€the€opinion€that€the€Rule€should€not€address€this.€€TheÏChair€agreed.€€Judge€Kaplan€suggested€that€the€Rule€not€beÐ ð-@), Ðamended.€€The€Committee€agreed€by€consensus€with€this€suggestion.Ìà  àMr.€Sykes€stated€that€the€minutes€should€reflect€that€theÏreason€the€Committee€decided€not€to€add€in€a€statement€regardingÏjudicial€review€was€based€on€the€understanding€that€a€provisionÏwas€unnecessary€because€the€matter€could€be€raised€at€theÏappropriate€time€in€defense€or€in€mitigation€at€otherÏproceedings.Ìà  àTurning€to€Rule€16„741,€the€Chair€noted€that€there€are€twoÏalternatives.€€Ms.€Lamone€explained€that€Alternative€1€requiresÏthe€Commission€to€review€every€decision€of€Bar€Counsel€to€file€aÏStatement€of€Charges.€€This€system€could€lengthen€the€time€of€theÏdisciplinary€process€by€as€much€as€30€days.€€Alternative€2€is€theÏsystem€being€used€now,€and€the€Commission€prefers€Alternative€2.€€ÏMr.€Johnson€pointed€out€that€under€the€current€system,€there€is€aÏReview€Board.€€Mr.€Downes€remarked€that€if€the€Commission€had€toÏreview€each€decision,€it€would€be€too€time€consuming.€€Mr.ÏJohnson€noted€that€the€Review€Board€reviews€the€case€to€determineÏwhether€it€agrees€with€Bar€Counsel.€€Under€the€new€system,€theÏPeer€Review€Panel€is€melding€two€functions,€the€function€of€theÏInquiry€Panel€and€that€of€the€Review€Board,€into€one.€€Mr.€DownesÏsaid€that€he€had€tracked€proceedings€from€the€Inquiry€Panel€toÏthe€Review€Board,€and€in€90%€of€the€cases,€the€recommendation€ofÏthe€Review€Board€was€the€same€as€that€of€the€Inquiry€Panel.€€Ms.Ð ð-@), ÐLamone€remarked€that€the€idea€is€to€get€rid€of€the€delay€inherentÏbetween€the€Inquiry€Panel,€Review€Board,€and€the€filing€ofÏcharges.€€€Ìà  àMr.€Johnson€observed€that€under€the€new€system,€the€caseÏgoes€from€the€Peer€Review€Panel€to€the€Commission,€which€servesÏas€the€Review€Board€and€decides€whether€the€case€goes€to€trial.€ÏA€concern€is€if€the€Commission€had€seen€the€case€before.€€ThereÏmay€be€an€inherent€conflict€in€Alternative€1.€€Mr.€ThompsonÏcommented€that€the€purpose€of€changing€the€process€is€to€speed€itÏup€and€make€it€more€efficient,€yet€preserve€fairness€and€dueÏprocess.€€The€elimination€of€the€Review€Board€eliminates€three€toÏsix€months,€but€are€fairness€and€due€process€preserved?€€Mr.ÏWolpoff€pointed€out€that€some€of€the€review€mechanism€isÏaccomplished€under€Alternative€2€by€the€Commission€consideringÏthe€charges€before€they€are€filed€in€the€Court€of€Appeals.€€WhenÏthe€charges€are€filed,€the€matter€becomes€public.€€This€finalÏreview€protects€the€charges€from€going€public€prematurely.€€Mr.ÏThompson€noted€that€he€preferred€Alternative€1.€€Ms.€Lamone€toldÏthe€Committee€that€another€alternative€that€could€be€consideredÏis€a€review€by€one€member€of€the€Commission,€instead€of€by€theÏfull€Commission,€before€the€Statement€of€Charges€is€filed.€€Ìà  àThe€Reporter€pointed€out€that€the€Statement€of€Charges€isÏstill€confidential€when€it€goes€to€the€peer€review€process.€€ItÐ ð-@), Ðis€public€only€after€peer€review€is€concluded€and€the€CommissionÏapproves€the€filing€of€a€Petition€for€Disciplinary€or€RemedialÏAction.€€The€Chair€said€that€the€Statement€of€Charges€isÏcontrasted€with€the€Petition€for€Discipline€or€Remedial€Action.€ÏHe€asked€if€the€Committee€preferred€Alternative€1€or€AlternativeÏ2.€€The€Committee€unanimously€decided€that€Alternative€2€wasÏpreferable.€€Ìà  àTurning€to€Rule€16„742,€Peer€Review€Panel,€the€Reporter€saidÏthat€in€section€(b)€on€page€55,€there€is€a€choice€of€whether€theÏChair€appoints€members€to€the€Panel€from€the€county€or€theÏcircuit€in€which€the€attorney€has€an€office,€or€if€there€is€noÏoffice,€the€county€or€the€circuit€in€which€the€last€known€addressÏof€the€attorney€is€located.€€Mr.€Downes€stated€that€theÏCommission€prefers€that€the€choice€be€the€word€ð ðcircuit.ðð€€ThereÐ ` Ðhave€been€problems€getting€panel€members€in€the€same€county.€€TheÏlanguage€ð ðif€practicableðð€allows€Mr.€Wolpoff€to€go€outside€of€theÐ Ð  Ðcounty€or€the€circuit,€but€the€Commission€recommends€that€theÏword€ð ðcircuitðð€be€the€one€chosen.€€Mr.€Titus€pointed€out€that€ifÐ $à" Ðpracticable,€the€Chair€should€appoint€by€county.€€Ms.€OgletreeÏremarked€that€that€would€be€impossible€in€her€county.€€The€ViceÏChair€questioned€as€to€why€this€has€to€be€from€the€county.€€Mr.ÏTitus€replied€that€this€is€so€that€peers€know€who€the€attorney€isÏand€are€familiar€with€the€practice€of€law€in€that€county.€€Ms.Ð ð-@), ÐLamone€said€that€it€has€been€difficult€to€fill€panels.€€DrawingÏfrom€appellate€circuits€would€be€of€great€assistance,€especiallyÏin€western€Maryland€and€the€Eastern€Shore.€€Ìà  àThe€Chair€referred€to€Mr.€Titusðð€comment€that€he€prefers€theÏsame€county€if€practicable€because€of€peer€review€involvingÏpeople€familiar€with€the€practice€of€law€in€that€county.€€Mr.ÏDownes€remarked€that€there€have€been€problems€with€the€concept€of€Ïð ðif€practicableðð€in€the€past.€€Mr.€Wolpoff€first€goes€to€theÐ Ð  Ðcounty€list€to€set€up€a€panel,€then€he€goes€to€the€circuit,€thenÏstatewide.€€Mr.€Titus€commented€that€he€did€not€like€the€Rule.€ÏHe€suggested€that€the€term€ð ðcountyðð€be€used,€together€with€aÐ pÀ ÐCommittee€note€which€provides€that€if€it€is€not€practicable€toÏdraw€the€panel€members€from€the€county,€then€they€should€be€drawnÏfrom€the€circuit.€€The€Vice€Chair€noted€that€the€word€ð ðcountyððÐ ` Ðinfers€that€the€panel€knows€the€attorney,€which€is€not€necessary.€ÏDeciding€whether€or€not€the€attorney€committed€an€ethical€breachÏdoes€not€depend€on€where€the€panel€is€located.Ìà  àThe€Chair€asked€for€a€vote€on€whether€to€use€the€wordÐ $à" Ðð ðcountyðð€or€the€word€ð ðcircuit.ðð€€Eleven€members€were€in€favor€ofÐ p&À!$ Ðthe€word€ð ðcircuitðð€and€three€in€favor€of€the€word€ð ðcounty.ðð€€€TheÐ P( #& ÐChair€stated€that€the€Committee€would€recommend€that€the€wordÐ 0*€%( Ðð ðcircuitðð€be€used€in€section€(b)€of€Rule€16„742.€€Ð ,`'* Ðà  àMr.€Hirshman€inquired€as€to€how€the€Rule€covers€MarylandÐ ð-@), Ðattorneys€who€have€an€office€outside€of€the€State.€€The€ReporterÏresponded€that€the€Rule€uses€the€language€ð ðif€practicable.ðð€€Mr.Ð à ÐWolpoff€observed€that€an€attorney€from€Washington,€D.C.€orÏPennsylvania€may€not€have€an€office€in€Maryland€but€may€live€inÏMaryland.€€The€Chair€reiterated€that€it€is€not€always€practicableÏto€draw€all€of€the€panel€members€from€the€same€county€or€circuit.€Ïà  àThe€Vice€Chair€pointed€out€that€in€subsection€(a)(1)€of€RuleÏ16„743,€Peer€Review€Process,€the€reference€to€Petition€forÏDisciplinary€or€Remedial€Action€is€capitalized.€€In€other€placesÏin€the€Rules,€it€is€not€capitalized.€€This€needs€to€beÏconsistent,€and€she€suggested€that€the€term€should€beÏcapitalized.€€She€asked€about€the€Committee€note€which€is€afterÏsubsection€(a)(1).€€The€Reporter€responded€that€Judge€Harrell€hadÏwritten€the€note.€€The€Vice€Chair€inquired€whether€some€portionÏof€the€note€should€be€in€the€body€of€the€Rule.€€This€can€beÏrestyled.Ìà  àMr.€Wolpoff€drew€the€Committeeððs€attention€to€subsectionÏ(b)(5)€on€page€58.€€He€asked€whether€only€the€full€Commission€mayÏgrant€a€request€for€a€continuance.€€Ms.€Lamone€replied€that€anÏearlier€rule€covers€this.€€The€Reporter€inquired€if€the€requestÏshould€be€in€writing.€€The€Chair€remarked€that€an€11òòthóó€hourÐ 0*€%( Ðrequest€may€not€be€in€writing.€€The€Vice€Chair€asked€if€thereÏshould€be€a€limit€on€the€number€of€extensions.€€The€ChairÐ ð-@), Ðanswered€that€there€should€not€be€a€limit.€€Ms.€Lamone€noted€thatÏfor€all€practical€purposes,€the€Commission€does€not€grantÏmultiple€extensions€of€time.Ìà  àThe€Vice€Chair€noted€that€in€subsection€(c)(1)€of€Rule€16„¼743€on€page€59,€there€is€a€reference€to€ð ðlawfulðð€privileges.€€Ð 0 € ÐShe€questioned€as€to€why€the€word€ð ðlawfulðð€is€necessary.€€TheÐ `  ÐChair€answered€that€Judge€Wilner€prefers€this€wording.€€JudgeÏHeller€suggested€that€the€wording€could€be€ð ðprivileges€inÐ Ð  ÐMaryland.ðð€€The€Chair€pointed€out€that€there€may€be€privilegesÐ ° Ðprovided€by€federal€law.€€If€the€word€ð ðlawfulðð€were€excluded,Ð à Ðprivileges€could€be€made€up.€€Mr.€Thompson€expressed€hisÏagreement€with€the€word€ð ðlawful.ðð€€The€Vice€Chair€suggested€thatÐ P  Ðthe€wording€could€be€ð ðapplicable€privileges.ðð€€€Ð 0€ Ðà  àTurning€to€section€(a)€of€Rule€16„752,€Order€DesignatingÏJudge,€on€page€62,€the€Vice€Chair€asked€why€the€language€whichÏreads€ð ðdefining€the€extent€of€discovery€and€setting€dates€for€theÐ Ð  Ðcompletion€of€discovery,€filing€of€motions,€and€hearingðð€isÐ °"  Ðnecessary.€€She€suggested€that€in€its€place€the€languageÐ $à" Ðð ðpursuant€to€Rule€2„504"€could€be€substituted,€since€there€areÐ p&À!$ Ðother€items€in€that€Rule€besides€the€ones€listed€in€section€(a).€ÏThe€Committee€agreed€by€consensus€to€this€suggestion.€€TheÏReporter€noted€that€in€Rule€16„756,€Discovery,€on€page€67,€thereÏis€a€reference€to€the€scheduling€order.€€The€Chair€asked€if€thisÐ ð-@), ÐRule€should€refer€to€Rule€2„504,€but€the€Vice€Chair€replied€thatÏthe€language€of€Rule€16„756€is€appropriate.€Ìà  àThe€Vice€Chair€questioned€the€last€sentence€of€section€(a)Ïof€Rule€16„757,€Judicial€Hearing,€on€page€68€and€the€CommitteeÏnote€following€that€section.€€It€is€odd€to€say€that€remedialÏaction€is€ever€relevant€to€the€issue€of€whether€the€attorneyÏcommitted€an€ethical€violation.€€The€Reporter€said€that€JudgeÏHarrell€requested€this€provision€so€that€the€circuit€court€judgeÏcould€inquire€as€to€whether€there€is€evidence€of€remedial€actionÏtaken€by€the€attorney.€€Judge€Johnson€asked€why€evidence€ofÏremedial€action€is€relevant.€à À àThe€Chair€explained€that€if€this€isÐ pÀ Ðnot€allowed,€the€case€will€go€through€judicial€review€even€thoughÏthe€attorney€wishes€to€allege€that€he€or€she€participated€fullyÏin€an€agreement€that€had€been€worked€out€with€Bar€Counsel,€andÏthe€attorney€has€not€taken€an€action€or€omitted€an€action€thatÏBar€Counsel€is€alleging.€€The€attorney€ought€to€be€able€to€getÏthis€evidence€admitted.€€Without€this€provision,€the€judge€mayÏnot€be€able€to€inquire€about€it.€€The€Vice€Chair€suggested€thatÏthere€be€a€sentence€providing€that€the€judge€must€allow€evidenceÏof€what€the€attorney€has€done.€€Mr.€Hirshman€agreed€because€theÏattorneyððs€license€to€practice€law€is€on€the€line.€€The€ChairÏsuggested€that€the€new€language€could€state€that€a€respondent€mayÏoffer€evidence€relevant€to€the€complainantððs€testimony.€€TheÐ ð-@), ÐReporter€observed€that€although€evidence€of€remedial€action€isÏnot€relevant€to€the€issue€of€whether€the€attorney€committed€anÏethical€violation,€it€is€relevant€to€the€issue€of€an€appropriateÏsanction.€€An€example€would€be€an€attorney€charged€withÏmismanaging€his€or€her€law€office€offering€evidence€of€adoptingÏbetter€procedures€to€manage€the€office.€€Ìà  àJudge€Heller€commented€that€trial€judges€do€admit€this€typeÏof€evidence.€€The€Reporter€noted€that€the€trial€judge€does€notÏdetermine€the€sanction.€€Judge€Heller€remarked€that€some€judgesÏmay€not€admit€the€evidence,€and€there€is€no€remedy.€€The€matterÏwill€be€reviewed€on€the€record.€€Mr.€Titus€expressed€the€viewÏthat€the€Committee€note€should€be€placed€into€the€body€of€theÏRule.€€The€Chair€observed€that€the€wording€of€the€Committee€noteÏis€a€problem.€€It€should€provide€that€Bar€Counsel€may€notÏintroduce€evidence€of€an€attorneyððs€remedial€action,€but€mayÏrespond€to€it.€€The€Vice€Chair€asked€why€Bar€Counsel€wouldÏintroduce€such€evidence,€and€the€Chair€responded€that€Bar€CounselÏmay€want€the€evidence€admitted.€€The€Chair€questioned€whetherÏJudge€Harrellððs€intention€was€that€Bar€Counsel€cannot€introduceÏevidence€of€an€attorneyððs€remedial€action€but€may€respond€to€it.€€ÏThe€Reporter€answered€that€this€was€Judge€Harrellððs€intention.€€Ìà  àThe€Vice€Chair€pointed€out€that€providing€that€evidence€ofÏremedial€action€is€admissible€makes€a€complete€record€for€theÐ ð-@), ÐCourt€of€Appeals.€€Mr.€Titus€suggested€that€the€Committee€note€beÏstricken,€and€the€following€language€be€added€after€the€lastÏsentence€of€section€(a):€€ð ðand€Bar€Counsel€shall€be€permitted€toÐ pÀ Ðrespond.ðð€€The€Committee€agreed€by€consensus€to€this€change.Ð P   Ðà  àThe€Chair€drew€the€Committeeððs€attention€to€Rule€16„759,ÏDisposition,€on€page€71.€€He€explained€the€history€of€the€twoÏalternatives,€noting€that€H.€Thomas€Howell,€Esq.,€formerly€aÏmember€of€the€Rules€Committee€who€had€drafted€the€first€versionÏof€the€revised€Attorney€Discipline€Rules,€had€draftedÏAlternatives€1€and€2€so€that€the€Rule€would€expressly€provideÏwhether€the€Court€makes€a€òòdeóó€òònovoóó€or€a€sufficiency€the€evidenceÐ pÀ Ðreview€of€the€findings€of€fact.€€The€Vice€Chair€expressed€theÏview€that€Alternative€3€is€preferable€because€the€Court€ofÏAppeals€only€looks€at€the€facts€if€exceptions€are€filed.€€ThisÏreflects€reality€because€if€no€exceptions€are€filed,€it€isÏunrealistic€for€the€entire€record€to€be€reviewed.€€She€suggestedÏthat€in€subsections€(b)(2)(A)€and€(B)€the€language€ð ðin€itsÐ °"  Ðdiscretionðð€should€be€deleted.€€Mr.€Sykes€commented€that€theÐ $à" Ðstandard€of€review€should€be€a€combination€of€Alternatives€1€andÏ3.€€It€is€important€that€the€Court€actually€determine€where€thereÏis€proof€by€clear€and€convincing€evidence.€€If€no€exceptions€areÏfiled,€the€Court€would€not€have€to€review€the€findings€of€fact.€ÏIf€exceptions€are€filed,€the€Court€determines€whether€the€matterÐ ð-@), Ðin€issue€has€been€proved€by€clear€and€convincing€evidence.€€HeÏsaid€that€he€would€not€like€to€see€the€standard€as€sufficiency€ofÏthe€evidence.€€He€suggested€that€subsection€(b)(1)€be€retained.€ÏIf€exceptions€are€taken€on€the€issue€of€misconduct€or€incapacity,Ïthe€Court€ought€to€decide€if€the€case€has€been€made€by€clear€andÏconvincing€evidence.€€The€Chair€suggested€that€one€way€to€putÏthis€into€the€Rule€is€to€include€language€in€subsection€(b)(2)(B)Ïthat€provides€that€if€exceptions€are€filed,€the€Court€of€AppealsÏshall€review€òòdeóó€òònovoóó€the€issue€of€whether€the€findings€of€factÐ ° Ðare€supported€by€the€requisite€standard€of€proof.€Ìà  àMr.€Titus€questioned€whether€the€standard€should€be€the€sameÏas€the€one€in€the€Judicial€Disabilities€Commission€Rules.€€TheÏReporter€commented€that€the€attorney€discipline€process€is€notÏthe€same€as€the€judicial€discipline€process.€€Mr.€Sykes€notedÏthat€the€review€by€the€Court€of€Appeals€ought€to€be€a€review€toÏdecide€whether€misconduct€or€incapacity€has€been€proven€by€clearÏand€convincing€evidence.€€The€Vice€Chair€commented€that€the€firstÏsentence€of€subsection€(b)(2)(B)€of€Alternative€3€alreadyÏprovides€this.€€Mr.€Sykes€suggested€that€the€language€ofÏsubsection€(b)(2)(B)€should€be€that€the€findings€of€fact€ð ðhaveÐ P( #& Ðbeen€proven.ðð€€The€Vice€Chair€suggested€that€the€language€read€asÐ 0*€%( Ðfollows:€€ð ð...the€findings€of€fact€have€been€proven€by...ðð.€€TheÐ ,`'* ÐCommittee€agreed€by€consensus€to€this€change.€€The€Chair€askedÐ ð-@), Ðwhether€Alternative€3€as€amended€was€agreeable€to€the€Committee,Ïand€the€Committee€indicated€its€agreement.Ìà  àTurning€to€Rule€16„760,€Order€Imposing€Discipline€orÏInactive€Status,€the€Chair€pointed€out€that€there€is€a€queryÏafter€subsection€(c)(7)€on€page€76€which€reads€as€follows:Ð 0 € Ðð ðShould€the€period€of€six€months€be€changed€to€one€year?ðð,Ð `  Ðreferring€to€the€time€for€the€period€of€suspension€necessary€toÏrequire€the€respondent€to€remove€a€listing€in€a€telephoneÏdirectory€or€law€listing€suggesting€that€the€respondent€isÏeligible€to€practice€law.€€The€Vice€Chair€remarked€that€theÏlistings€usually€last€for€one€year.€€Mr.€Thompson€suggested€thatÏone€year€would€be€appropriate.€€The€Committee€agreed€by€consensusÏto€the€one„year€period.Ìà  àThe€Chair€drew€the€Committeeððs€attention€to€subsectionÏ(c)(3)€of€Rule€16„772,€Consent€to€Discipline€or€Inactive€Status,Ïon€page€92€of€the€Rules€package.€€He€explained€that€the€addedÏlanguage€provides€that€a€licensed€psychologist€is€able€to€certifyÏan€attorneyððs€competence€to€sign€the€affidavit.€€This€is€not€aÏcertificate€of€incompetency.€€There€being€no€comment,€the€changeÏwas€approved€as€presented.Ìà  àThe€Reporter€drew€the€Committeeððs€attention€to€the€query€onÏpage€101€after€subsection€(a)(1)€of€Rule€16„776,€Injunction,ÏExpedited€Disciplinary€Action,€which€query€reads€as€follows:€Ð ð-@), Ðð ðShould€Bar€Counsel€be€able€to€file€without€prior€approval€orÐ ° Ðshould€there€be€prior€approval€by€the€Chair€of€the€Commission,Ïthe€Commission,€or€the€Court?€€Particularly€as€to€the€suspensionÏor€restriction€of€the€attorneyððs€practice,€should€the€process€beÏinitiated€by€a€filing€in€the€Court€of€Appeals,€rather€than€in€aÏcircuit€court?ðð€€This€refers€to€applying€for€injunctive€reliefÐ `  Ðagainst€an€attorney.€€The€Vice€Chair€asked€what€the€context€ofÏthis€suggested€change€is.€€The€Chair€replied€that€at€the€lastÏwork€session€of€the€drafting€committee,€it€was€noted€that€theÏpower€to€suspend€an€attorney€or€restrict€an€attorneyððs€practiceÏof€law€rests€with€the€Court€of€Appeals.€€Does€the€portion€of€thisÏRule€allowing€a€trial€court€to€grant€injunctive€reliefÏrestricting€the€attorneyððs€practice€go€too€far?€€à  àÐ 0€ Ðà  àThe€Vice€Chair€commented€that€the€Rules€Committee€hadÏpreviously€approved€this€Rule€in€essentially€the€same€form.€€TheÏonly€change€is€the€addition€of€the€words€ð ðChair€of€theðð€inÐ Ð  Ðsubsection€(a)(1).€€Mr.€Downes€explained€that€this€was€added€soÏthat€the€full€Commission€does€not€have€to€approve€the€applicationÏfor€an€injunction.€€The€Vice€Chair€remarked€that€on€the€one€hand,Ïit€is€quicker€for€the€Chair€of€the€Commission€to€approve€theÏapplication,€instead€of€the€full€Commission;€on€the€other€hand,Ïinitiating€the€process€by€filing€in€the€Court€of€Appeals€may€beÏvery€slow.€€The€Reporter€pointed€out€that€there€are€four€optionsÐ ð-@), Є„€no€prior€approval€of€the€application€for€an€injunction€by€BarÏCounsel,€approval€by€the€Chair€of€the€Commission,€approval€by€theÏentire€Commission,€or€approval€by€the€Court€of€Appeals.Ìà  àJudge€Kaplan€expressed€the€opinion€that€this€Rule€isÏnecessary.€€Courts€are€issuing€injunctions€without€the€benefit€ofÏa€rule.€€Sometimes€the€attorney€has€stolen€money€in€bank€accountsÏin€the€attorneyððs€name,€and€more€money€can€be€easily€removed€fromÏthose€accounts.€€An€injunction€is€immediately€delivered€to€theÏfinancial€institution€to€stop€the€attorney€from€removing€theÏmoney.€Ìà  àMr.€Titus€suggested€that€the€Chair€of€the€Peer€ReviewÏCommittee€could€approve€the€application€for€an€injunction€to€keepÏthe€Commission€from€being€tainted.€€Mr.€Hochberg€remarked€that€inÏa€real€emergency€situation,€the€Rule€as€drafted€could€beÏrestrictive€if€the€Chair€of€the€Commission€were€unavailable.€€ItÏmight€be€preferable€to€add€an€alternative€of€any€other€member€ofÏthe€Commission€being€able€to€approve€the€application.€€TheÏReporter€pointed€out€that€the€Vice€Chair€of€the€Commission€canÏact€in€the€Chairððs€place.€€The€Chair€said€that€approval€by€theÏChair€of€the€Commission€provides€sufficient€protection.€€HeÏsuggested€that€the€Rule€be€approved€as€drafted,€and€the€CommitteeÏagreed€with€this€suggestion€by€consensus.Ìà  àThe€Chair€drew€the€Committeeððs€attention€to€the€query€afterÐ ð-@), Ðsection€(f)€of€Rule€16„777,€Conservator€of€Client€Matters,€onÏpage€105.€€The€query€reads€as€follows:€€ð ðShould€the€conservatorððsÐ à Ðauthority,€other€than€transitional,€end€when€and€if€the€personalÏrepresentative€is€appointed,€especially€with€respect€to€the€saleÏof€the€practice?ðð€€The€Chair€responded€that€this€is€covered,Ð 0 € Ðsubject€to€further€order€of€court.€€The€Rule€need€not€addressÏthis.€€The€Vice€Chair€asked€where€in€the€Rule€does€it€imply€thatÏthe€conservatorððs€authority€does€not€end€at€this€point.€€TheÏChair€said€that€the€drafting€committee€was€satisfied€that€theÏlanguage€of€the€Rule€takes€care€of€this€situation.€€Ìà  àThe€Assistant€Reporter€pointed€out€a€typographical€error€inÏsection€(n)€of€Rule€16„781,€Reinstatement,€on€page€115.€€TheÏreference€to€ð ðRule€17„759"€should€be€ð ðRule€16„759.ððÐ 0€ Ðà  àMr.€Titus€drew€the€Committeeððs€attention€to€subsection€f€1Ïof€Rule€16„811€at€the€end€of€the€package€of€Rules€on€page€119.€ÏHe€asked€if€the€language€in€part€(B)€which€reads€ð ðwho€areÐ Ð  Ðresidents€of€the€countyðð€should€be€deleted.€€The€Reporter€notedÐ °"  Ðthat€this€language€appears€in€the€former€and€current€predecessorÏRules.€€Mr.€Titus€expressed€the€view€that€it€is€not€necessary€toÏbe€a€resident;€maintaining€an€office€for€the€practice€of€law€isÏsufficient€contact€with€the€local€bar€association€to€be€a€memberÏof€it.€€The€Reporter€commented€that€some€Maryland€attorneys€workÏfor€the€U.S.€Government€in€Washington,€D.C.,€but€live€somewhereÐ ð-@), Ðelse€and€should€be€eligible€for€membership€in€the€county€in€whichÏthey€live.€€To€take€care€of€this€situation,€the€word€ð ðorðð€couldÐ à Ðreplace€the€word€ð ðand.ðð€€€The€Vice€Chair€questioned€as€to€whyÐ pÀ Ðthis€definition€is€necessary.€€The€Reporter€replied€that€thisÏdefinition€is€present€in€the€current€Attorney€Discipline€Rules.€ÏIt€is€not€included€in€the€proposed€revised€rules.€€It€is€used€inÏRule€16„811.€€Therefore,€it€is€appropriate€for€the€definition€ofÏthe€term€to€be€transferred€to€that€Rule.€€The€Chair€suggestedÏthat€no€change€be€made,€and€the€Committee€agreed.€€ÌÓÓÌAgenda€Item€3.€€Consideration€of€proposed€amendments€to€certainÏrules€in€Title€6,€Settlement€of€Decedentsðð€Estates:€Rule€6„122Ï(Petitions),€Rule€6„207€(Letters€of€Administration),€Rule€6„404Ï(Information€Report),€Rule€6„433€(Subsequent€Procedure€onÏPetition€to€Caveat),€and€Rule€6„455€(Modified€Administration)Ì_________________________________________________________________ÌÌÌÓÓà  àAfter€the€lunch€break,€Mr.€Sykes€explained€that€the€ProbateÏSubcommittee€suggested€modifying€several€of€the€Probate€Rules€toÏconform€to€legislative€changes.€€He€presented€Rule€6„122,ÏPetitions,€for€the€Committeeððs€consideration.€€€ÌÒ` °ÒÒ` °ÒÓÓÌÒ°` ÒÒ°` Òà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÌÌà@l l ìàCHAPTER€100€„€GENERAL€PROVISIONSˆÌÌÌà  àAMEND€Rule€6„122€to€change€the€dollar€amount€of€whatÌÐ ð-@), Ðconstitutes€a€small€estate,€and€to€delete€the€percentages€listedÌÌas€the€amounts€of€direct€and€collateral€inheritance€tax,€asÌÌfollows:ÌÌÌÐ  @  ÐRule€6-122.€€PETITIONS€ÌÌÌÓÓ€€(a)€€Petition€for€ProbateÌà  à€€The€Petition€for€Probate€shall€be€in€the€following€form:€ÌÌÓÓIN€THE€ORPHANS'€COURT€FOR€ÌÌ€€€€€€€€€€€€€€€€€(OR)€€€€€€€€€________________________,€MARYLAND€ÌÌBEFORE€THE€REGISTER€OF€WILLS€FOR€ÌÌÌIN€THE€ESTATE€OF:€ÌÌ________________________________€ESTATE€NO:€_____________________€ÌÌFOR:€ÌÌÌ[€]REGULAR€ESTATE€€€€€€[€]SMALL€ESTATE€€€€€€[€]€WILL€OF€NO€ESTATE€Ì€€€PETITION€FOR€PROBATE€€€PETITION€FOR€€€€€€€€€€Complete€items€2€Ì€€€Estate€value€in€€€€€€€€ADMINISTRATION€€€€€€€€and€5€Ì€€€excess€of€ò ò$20,000ó ó€€€€€€Estate€value€of€Ð ` Ѐ€€û€€€(û$30,000ü€€€(ü.€û€€€(û(If€spouseü€€€(ü€€€€ò ò$20,000ó ó€û€€€(û$30,000ü€€€(ü€€Ð P Ѐ€€û€€€(ûis€sole€heir€orü€€€(ü€€€€€€€€or€less.€û€€€(û(If€spouseü€€€(ü€€Ì€€€û€€€(ûlegatee,€$50,000.)ü€€€(ü€€€€€û€€€(ûis€sole€heir€orü€€€(üÌ€€€Complete€and€attach€€€€û€€€(ûlegatee,€$50,000.)ü€€€(üÌ€€€Schedule€A.€€€€€€€€€€€€Complete€and€attachÌà  àà ` àà ¸ àà  àà h à€Schedule€B.ÌÌÌThe€petition€of:€ÌÌÌ_____________________________€€€€€______________________________Ì€€€€€€€€€€Name€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€AddressÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______________________________ÌÌ_____________________________€€€€€______________________________Ì€€€€€€€€€€Name€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€AddressÐ ð-@), Ї€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______________________________ÌÌ_____________________________€€€€€______________________________Ì€€€€€€€€€€Name€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€AddressÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€______________________________ÌÌÌEach€of€us€states:€Ì€ÌÓÓ€€€€€1.€I€am€(a)€at€least€18€years€of€age€and€either€a€citizen€ofÏthe€United€States€or€a€permanent€resident€alien€spouse€of€theÏdecedent€or€(b)€a€trust€company€or€any€other€corporationÏauthorized€by€law€to€act€as€a€personal€representative.€ÌÓÓ€€€€€2.€The€Decedent,€__________________________________________,€ÌÌwas€domiciled€in€_______________________________________________,€Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(County)€ÌÌState€of€______________________________________€and€died€on€the€ÌÌ________€day€of€____________________________,€______________,€at€ÌÌ_______________________________________________________________.€Ì€€€€€€€€€€€€€€€€€€€€€€(place€of€death)€Ì€ÌÓÓ€€€€€3.€If€the€decedent€was€not€domiciled€in€this€county€at€theÏtime€of€death,€this€is€the€proper€office€in€which€to€file€thisÏpetition€because:€______________________________________________Ì________________________________________________________________.€Ì€€€4.€I€am€entitled€to€priority€of€appointment€as€personalÏrepresentative€of€the€decedent's€estate€pursuant€to€ðð5-104€of€theÏEstates€and€Trusts€Article,€Annotated€Code€of€Maryland€because:Ï________________________________________________________________Ð ð-@), Ð________________________________________________________________Ìand€I€am€not€excluded€by€ðð5-105€(b)€of€the€Estate€and€TrustsÏArticle,€Annotated€Code€of€Maryland€from€serving€as€personalÏrepresentative.€Ì€€€€€5.€I€have€made€a€diligent€search€for€the€decedent's€will€andÏto€the€best€of€my€knowledge:€Ì[€]€none€exists;€or€Ì[€]€the€will€dated€__________________€(including€codicils,€ifÌ€€€€any,€dated€____________________________________)€accompanyingÌ€€€€this€petition€is€the€last€will€and€it€came€into€my€hands€inÌ€€€€the€following€manner:€______________________________________€Ì________________________________________________________________€Ìand€the€names€and€last€known€addresses€of€the€witnesses€are:€Ì________________________________€_______________________________€€Ï________________________________€_______________________________Ì________________________________€_______________________________Ìà  à6.€Other€proceedings,€if€any,€regarding€the€decedent€or€theÏestate€are€as€follows:€_________________________________________Ï________________________________________________________________€Ì________________________________________________________________.Ì€€€€€7.€If€any€information€required€by€paragraphs€2€through€6€hasÏnot€been€furnished,€the€reason€is:______________________________€Ì________________________________________________________________.Ð ð-@), Ѐ€€€€8.€If€appointed,€I€accept€the€duties€of€the€office€ofÏpersonal€representative€and€consent€to€personal€jurisdiction€inÌany€action€brought€in€this€State€against€me€as€personalÌrepresentative€or€arising€out€of€the€duties€of€the€office€ofÏpersonal€representative.€Ì€€€€€WHEREFORE,€I€request€appointment€as€personal€representativeÏof€the€decedent's€estate€and€the€following€relief€as€indicated:€Ì[€]€that€the€will€and€codicils,€if€any,€be€admitted€toÌ€€€€administrative€probate;€Ì[€]€that€the€will€and€codicils,€if€any,€be€admitted€to€judicialÌ€€€€probate;€Ì[€]€that€the€will€and€codicils,€if€any,€be€filed€only;€Ì[€]€that€the€following€additional€relief€be€granted:€___________€Ì________________________________________________________________ÌÓÓ€€€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€the€ÌÌcontents€of€the€foregoing€petition€are€true€to€the€best€of€my€ÌÌknowledge,€information,€and€belief.€ÌÌ_______________________________€________________________________Ì€€€€€€€€€€€Attorney€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€Date€ÌÌ_______________________________€________________________________Ì€€€€€€€€€€€Address€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€DateÌÌ_______________________________€________________________________Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€Date€ÌÌ_______________________________€________________________________€ÏTelephone€Number€€€€€€€€€€€€€€€€€€€€Telephone€Number€(optional)€Ð ð-@), ЇÌÌÌIN€THE€ORPHANS'€COURT€FOR€ÌÌ€€€€€€€€€€€€€€€€€€€€€€(OR)€€€€€________________________,€MARYLAND€ÌÌBEFORE€THE€REGISTER€OF€WILLS€FOR€ÌÌIN€THE€ESTATE€OF:€ÌÌÌ__________________________________________€ESTATE€NO.€__________ÌÌÌà@àà$ìàSCHEDULE€-€A€ˆÌÌà@hh#ìàRegular€Estate€ˆÌ€Ìà@$ $ ìàEstimated€Value€of€Estate€and€Unsecured€Debts€ˆÌÌÌÌPersonal€property€(approximate€value)€€..........€€€$€__________ÌÌReal€property€(approximate€value)€€..............€€€$€__________ÌÌValue€of€property€subject€to:€ÌÌ€€€(a)€Direct€Inheritance€Tax€of€ò ò1%ó ó€û€€€(û___%ü€€€(ü€€.......€€€$___________Ð à0 ÐÌ€€€(b)€Collateral€Inheritance€Tax€of€ò ò10%ó ó€û€€€(û___%ü€€€(ü€...€€€$€__________Ð À! Ѐ̀€€Unsecured€Debts€(approximate€amount)€€........€€€$___________Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€___________ÌÌÌ€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÌÌcontents€of€the€foregoing€schedule€are€true€to€the€best€of€myÌÌknowledge,€information,€and€belief.€ÌÌÌ_______________________________€________________________________Ð ð-@), Ѐ€€€€€€€€€€Attorney€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€Date€ÌÌ_______________________________€________________________________Ì€€€€€€€€€€€Address€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€Date€ÌÌ_______________________________€________________________________Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€Date€ÌÌ_______________________________€________________________________Ì€€€€€€€Telephone€Number€€€€€€€€€€€€€Telephone€Number€(optional)€ÌÌ.................................................................ÌÌà@ ìà(FOR€REGISTER'S€USE)€ˆÌÌÌSafekeeping€Wills€________________€Custody€Wills€________________ÌÌBond€Set€$€_______________________€Deputy€______________________ÌÌÌIN€THE€ORPHANS'€COURT€FOR€ÌÌ€€€€€€€€€€€€€€€€€€(OR)€€€€€€€€________________________,€MARYLAND€ÌÌBEFORE€THE€REGISTER€OF€WILLS€FOR€ÌÌIN€THE€ESTATE€OF:€ÌÌ_____________________________________________€ESTATE€NO.€________ÌÌà@$ìàSCHEDULE€-€BˆÌÌÌà@èèìàSmall€Estate€-€Assets€and€Debts€of€the€DecedentˆÌÌÌ€€€€1.€I€have€made€a€diligent€search€to€discover€all€property€andÌÌdebts€of€the€decedent€and€set€forth€below€are:€ÌÌ€€€€(a)€A€listing€of€all€real€and€personal€property€owned€by€theÌÌdecedent,€individually€or€as€tenant€in€common,€and€of€any€otherÌÐ ð-@), Ðproperty€to€which€the€decedent€or€estate€would€be€entitled,ÌÌincluding€descriptions,€values,€and€how€the€values€wereÌÌdetermined:€ÌÌ________________________________________________________________ÌÌ________________________________________________________________ÌÌ________________________________________________________________ÌÌ€€€€(b)€A€listing€of€all€creditors€and€claimants€and€the€amountsÌÌclaimed,€including€secured*,€contingent€and€disputed€claims:€ÌÌ________________________________________________________________ÌÌ________________________________________________________________ÌÌ€€€€2.€Allowable€funeral€expenses€are€$€__________;€statutoryÌÌfamily€allowances€are€$€_____________;€and€expenses€ofÌÌadministration€claimed€are€$€______________.€ÌÌ€€€€3.€Attached€is€a€List€of€Interested€Persons.€ÌÌÌ*NOTE:€ðð5-601€ò ò(c)ó ó€û€€€(û(d)ü€€€(ü€of€the€Estates€and€Trusts€Article,Ð à0 ÐAnnotated€Code€of€Maryland€"For€the€purpose€of€this€subtitle€-Ïvalue€is€determined€by€the€fair€market€value€of€property€lessÏdebts€of€record€secured€by€the€property€as€of€the€date€of€death,Ïto€the€extent€that€insurance€benefits€are€not€payable€to€the€lienÏholder€or€secured€party€for€the€secured€debt."€ÌÌÌ€€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÌÌcontents€of€the€foregoing€schedule€are€true€to€the€best€of€myÌÌknowledge,€information,€and€belief.€ÌÌÌ_______________________________€________________________________Ð ð-@), Ѐ€€€€€€€€€Attorney€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€DateÌÌ_______________________________€________________________________Ì€€€€€€€€€€Address€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€DateÌÌ_______________________________€________________________________Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€DateÌÌ_______________________________€________________________________Ì€€€€€€€Telephone€Number€€€€€€€€€€Telephone€Number€(optional)ÌÌÌÓÓ€€(b)€€Other€PetitionsÌ€€€€(1)€GenerallyÌà  à€€€Except€as€otherwise€provided€by€the€rules€in€this€TitleÏor€permitted€by€the€court,€an€application€to€the€court€for€anÏorder€shall€be€by€petition€filed€with€the€register.€€The€petitionÏshall€be€in€writing,€shall€set€forth€the€relief€or€order€sought,Ïand€shall€state€the€legal€or€factual€basis€for€the€reliefÏrequested.€€The€petitioner€may€serve€on€any€interested€person€andÏshall€serve€on€the€personal€representative€and€such€persons€asÏthe€court€may€direct€a€copy€of€the€petition,€together€with€aÏnotice€informing€the€person€served€of€the€right€to€file€aÏresponse€and€the€time€for€filing€it.€€Ì€€€€(2)€ResponseÌà  à€€€Any€response€to€the€petition€shall€be€filed€within€20Ïdays€after€service€or€within€such€shorter€time€as€may€be€fixed€byÏthe€court€for€good€cause€shown.€A€copy€of€the€response€shall€beÏserved€on€the€petitioner€and€the€personal€representative.€€Ð ð-@), Ѐ€€€(3)€Order€of€CourtÌà  à€€€The€court€shall€rule€on€the€petition€and€enter€anÏappropriate€order.€€ÌÓÓCross€reference:€€Code,€Estates€and€Trusts€Article,€ðððð2-102€(c),Ï2-105,€5-201€through€5-206,€and€7-402.ÌÌÌà  àRule€6„122€was€accompanied€by€the€following€Reporterððs€Note.ÌÌÒ` °ÒÒ` °ÒÐ  ð@  Ðà ¸ àThe€2000€Legislature€enacted€House€BillÏ322€(Chapter€118)€which€changed€the€amount€ofÏthe€property€constituting€a€small€estate€fromÏ$20,000€to€$30,000.€€The€Legislature€added€aÏnew€provision€which€establishes€a€limitationÏof€$50,000€for€a€small€estate€if€theÏsurviving€spouse€is€the€sole€legatee€or€heirÏof€the€decedent.€€The€Probate/FiduciaryÏSubcommittee€is€proposing€changes€to€Rule€6„¼122€(a)€to€conform€to€the€new€legislation.€ÏThe€Legislature€passed€Senate€Bill€1€(ChapterÏ497)€which€also€changed€the€percentage€of€theÏvalue€of€property€subject€to€direct€andÏcollateral€inheritance€tax.€€Because€theseÏpercentages€change€frequently,€theÏSubcommittee€is€recommending€that€theÏpercentage€amount€be€deleted€from€Schedule€A.€ÏThe€Subcommittee€is€suggesting€that€theÏRegisters€of€Wills€distribute€a€sheet€withÏthe€appropriate€percentages€along€with€theÏprobate€forms.€€There€is€also€an€incorrectÏstatutory€citation€in€the€note€in€Schedule€BÏwhich€the€Subcommittee€has€corrected.ÌÌÌÌÒ°` ÒÒ°` ÒÓÓà  àMr.€Sykes€told€the€Subcommittee€that€the€2000€legislativeÏsession€passed€House€Bill€322€(Chapter€118),€which€raised€theÏamount€of€the€property€constituting€a€small€estate€from€$20,000Ïto€$30,000€and€which€added€a€new€provision€establishing€aÏlimitation€of€$50,000€for€a€small€estate€if€the€surviving€spouseÏis€the€sole€legatee€or€heir€of€the€decedent.€€These€changes€areÏreflected€in€the€beginning€of€section€(a)€of€Rule€6„122.€€TheÏlegislature€also€passed€Senate€Bill€1€(Chapter€497),€whichÏchanged€the€percentage€of€the€value€of€property€subject€to€directÏand€collateral€inheritance€tax.€€Rather€than€changing€theÐ ð-@), Ðpercentage€amounts€in€Schedule€A,€the€Subcommittee€is€proposingÏto€leave€a€blank€line€for€the€percentage€to€be€filled€inÏdepending€on€the€statutory€amount€in€effect.€€In€the€note€afterÏsection€3.€of€Schedule€B,€an€incorrect€statutory€reference€hasÏbeen€amended.€€There€being€no€discussion,€the€Committee€approvedÏthese€changes€by€consensus.Ìà  àMr.€Sykes€presented€Rule€6„207,€Letters€of€Administration,Ïfor€the€Committeeððs€consideration.€€€ÌÒ` °ÒÒ` °ÒÓÓÌà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÌÌà@Ô Ô ìàCHAPTER€200€„€SMALL€ESTATEˆÌÌÌà ¸ àAMEND€Rule€6„207€to€add€another€categoryÏto€the€letters€of€administration€of€a€smallÏestate,€as€follows:ÌÌÌRule€6-207.€€LETTERS€OF€ADMINISTRATION€ÌÌÌà ¸ àLetters€of€administration€to€theÏpersonal€representative€shall€be€in€theÏfollowing€form:€ÌÌÌà@´´!ìàSTATE€OF€MARYLAND€ˆÌÌà@Ô Ô ìàLETTERS€OF€ADMINISTRATION€ˆÌÌà@hh#ìàOF€SMALL€ESTATEˆÌÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Ð ð-@), ÐEstate€No.€òò€€€€€€€€€€€€óóÐ ° ÐÌÌà ¸ àI€certify€that€administration€of€theÏEstate€of€òò€€€€€€€€€€€€óó______________________Ð pÀ ÐÌòò€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Ð P   ÐóóÌwas€granted€on€the€____€day€ofÏ___________________________________,€_____,Ì€€€€€€€€€€(month)€€€€€€€€€€€€€€€€€€€€(year)€ÌÌto€òò€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€óóÐ ð@  Ðas€personal€representative€and€theÏappointment€is€in€effect€this€òò€€€€€€óó€day€of€òòÐ Ð  Ѐ€€€€€€€€€€€€€€€€€€€€€óó,€òò€€€€€€óó.Ð À Ѐ€€€€€€(month)€€€€€€€€€€(year)ÌÌÌ€€€€[€€]€Will€probated€òò€€€€€€€€€€€€€€€€€€€€€óó.€Ð €Ð Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(date)€ÌÌ€€€€[€€]€Intestate€estate.ÌÌ€€€€û€€€(û[€€]€¢Unprobated£€Will€ð"ð€Probate€Notü€€€(üÐ 0€ Ѐ€€€€€€€€€€û€€€(ûRequired.ü€€€(üÌÌÌÌ€€€€€€€€€€€€€€€€€€€€€€_____________________€€€Ì€€€€€€€€€€€€€€€€€€€€€€Register€of€Wills€for€ÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Ì€€€€€€€€€€€€€€€€€€€€€€___________________€€€ÌÌÌVALID€ONLY€IF€SEALED€WITH€THE€SEAL€OF€THEÏCOURT€OR€THE€REGISTER€ÌÌÌCross€reference:€€Code,€Estates€and€TrustsÏArticle,€ðððð6-103€and€6-104.ÌÌÌÒ°` ÒÒ°` Òà  àRule€6„207€was€accompanied€by€the€following€Reporterððs€Note.Ð ð-@), ЇÒ` °ÒÒ` °Òà ¸ àOn€behalf€of€all€of€the€Registers€ofÏWills€in€Maryland,€the€Register€of€Wills€forÏCaroline€County€has€requested€the€addition€ofÏa€new€category€to€the€letters€ofÏadministration€of€a€small€estate.€€TheÏadditional€category€would€read€ð ð¢Unprobated£Ð ` ° ÐWill€ð"ð€Probate€Not€Required.ðð€€This€wouldÐ P   Ðcover€the€situation€where€a€will€does€notÏhave€to€be€probated€because€the€allowancesÏexceed€the€assets.€€Apparently,€some€peopleÏare€upset€that€this€situation€is€currentlyÏclassified€as€ð ðintestate€estate,ðð€since€theÐ P  Ðdecedent€dies€with€a€will.ÌÌÌÒ°` ÒÒ°` ÒÓÓà  àMr.€Sykes€explained€that€the€Registers€of€Wills€of€MarylandÏhave€requested€the€addition€of€a€new€category€in€the€letters€ofÏadministration€of€a€small€estate.€€This€reads€ð ð¢Unprobated£€Will€„„Ð €Ð ÐProbate€Not€Required.ðð€€When€the€allowances€exceed€the€amount€ofÐ `° Ðthe€estate,€the€current€category€of€ð ðIntestate€Estateðð€is€notÐ @ Ðappropriate,€since€the€decedent€died€with€a€will.€€There€being€noÏdiscussion,€the€Committee€approved€by€consensus€the€change€to€theÏRule.Ìà  àMr.€Sykes€presented€Rule€6„404,€Information€Report,€for€theÏCommitteeððs€consideration.€€€ÌÒ` °ÒÒ` °ÒÓÓÌÒ°` ÒÒ°` Òà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÌÌà@È È ìàCHAPTER€400€„€ADMINISTRATION€OF€ESTATESˆÌÌÌà  àAMEND€Rule€6„404€to€modify€the€information€report€to€reflectÌÐ ð-@), Ðthe€statutory€changes€broadening€the€class€of€people€who€areÌÌexempt€from€inheritance€tax,€as€follows:ÌÌÌRule€6-404.€€INFORMATION€REPORT€ÌÌ€€€€Within€three€months€after€appointment,€the€personalÌÌrepresentative€shall€file€with€the€register€an€information€reportÌÌin€the€following€form:€ÌÌÌà@””%ìà[CAPTION]€ˆÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Date€of€Death€______________ÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€[€€]€With€€€[€€]€Without€Will€ÌÌÌÌà@xx!ìàINFORMATION€REPORT€ˆÌÌ€€€1.€a.€€At€the€time€of€death€did€the€decedent€have€any€interestÌÌas€a€joint€owner€(other€than€with€a€ò òsurviving€spouseó ó€û€€€(ûpersonÐ ` ÐÌexempted€from€inheritance€tax€by€Code,€Tax€General€Article,€ðð7„ÌÌ203ü€€€(ü)€in€any€real€or€leasehold€property€located€in€Maryland€or€anyÌÌpersonal€property,€including€accounts€in€a€credit€union,€bank,€orÌÌother€financial€institution?€ÌÌÌ[€€]€No€€€[€€]€Yes€€€€€€€€€If€yes,€give€the€following€informationÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€as€to€all€such€jointly€owned€property:€ÌÌÌName,€Address,€and€Relationship€€€€€Nature€of€€€€€€€€€Total€Value€Ì€€of€Joint€Owner€€€€€€€€€€€€€€€€€€€€Property€€€€€€€€€€of€Property€Ì_______________________________€€€€€______________€€€€___________ÌÐ ð-@), Ð________________________________€€€€______________€€€€___________€Ï€ÌÌÌ€€€1.€b.€At€the€time€of€death€did€the€decedent€have€any€interestÌÌin€any€real€or€leasehold€property€located€outside€of€MarylandÌÌeither€in€the€decedent's€own€name€or€as€a€tenant€in€common?ÌÌÌ[€€]€No€[€€]€Yes€€€€€€€€€€€€€€€€If€yes,€give€the€followingÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€information€as€to€such€property:€ÌÌÌAddress,€and€Nature€of€Property€€€€€Case€Number,€Names,€and€Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Location€of€Court€WhereÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Any€Court€Proceeding€HasÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Been€Initiated€With€Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Reference€to€the€PropertyÌÌ______________________________€__________________________________ÌÌ______________________________€__________________________________ÌÌ______________________________€__________________________________ÌÌ______________________________€__________________________________ÌÌ€€€2.€û€€€(ûExcept€for€a€bona€fide€sale€or€a€transfer€to€a€personÌÌexempted€from€inheritance€tax€pursuant€to€Code,€Tax€GeneralÌÌArticle,€ðð7„203,ü€€€(ü€within€two€years€before€death€did€the€decedentÌÌmake€any€transferò ò,€other€than€a€bona€fide€sale,ó ó€of€any€materialÐ €%Ð # ÐÌpart€of€the€decedent's€property€in€the€nature€of€a€finalÌÌdisposition€or€distribution,€including€any€transfer€that€resultedÌÌin€joint€ownership€of€property?€ÌÌÌ[€€]€No€€€[€€]€Yes€€€€€€€€€€€€€€€If€yes,€give€the€followingÐ ð-@), Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€information€as€to€each€transfer.ÌÌDate€of€€€€€€Name,€Address,€and€¢Rela£-€€€€€Nature€of€€€Total€Value€ÌTransfer€€€€€¢tionship£€of€Transferee€€€€€€€Property€€€€of€PropertyÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€TransferredÌÌ_________________________________________________________________ÌÌ_________________________________________________________________ÌÌ_________________________________________________________________ÌÌ_________________________________________________________________ÌÌÌ€€€3.€û€€€(ûExcept€for€interests€passing€to€a€person€exempted€by€Code,€ÌÌTax€General€Article,€ðð7„203,ü€€€(ü€at€the€time€of€death€did€the€ÌÌdecedent€have€(a)€any€interest€less€than€absolute€in€real€orÌÌpersonal€property€over€which€the€decedent€retained€dominion€whileÌÌalive,€including€a€¢P.O.D.£€account,€(b)€any€interest€in€anyÌÌannuity€or€other€public€or€private€employee€pension€or€benefitÌÌplan€ò òthat€is€taxable€for€federal€estate€tax€purposes,ó ó€(c)€anyÐ P ÐÌinterest€in€real€or€personal€property€for€life€or€for€a€term€ofÌÌyears,€or€(d)€any€other€interest€in€real€or€personal€propertyÌÌless€than€absolute,€in€trust€or€otherwise?€ÌÌÌ[€€]€No€€€[€€]€Yes€€€€€€€€€€€€€€€If€yes,€give€the€followingÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€information€as€to€each€suchÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€interest:€ÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Name,€Address,€andÌDescription€of€In-€€Date€and€Type€of€€€€€€€€€€Relationship€ofÌ¢terest£€and€Amount€€€Instrument€Establishing€€€Successor,€Owner,Ìor€Value€€€€€€€€€€€€Interest€€€€€€€€€€€€€€€€€€or€Beneficiary€ÌÐ ð-@), Ð________________________________________________________________ÌÌ________________________________________________________________ÌÌ________________________________________________________________ÌÌ________________________________________________________________ÌÌ________________________________________________________________ÌÌÌ€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÌÌcontents€of€this€report€are€true€to€the€best€of€my€knowledge,ÌÌinformation,€and€belief.€ÌÌDate:€________________________€€€_______________________________̀̀€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€_______________________________Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Personal€Representative(s)ÌÌ______________________________€ÌAttorney€Ì€Ì€€€Ì______________________________ÌAddress€Ì€Ì______________________________ÌÌ______________________________ÌTelephone€NumberÌÌÌCross€reference:€€Code,€Tax€General€Article,€ðððð7-201€and€7-224.ÏSee€Code,€Estates€and€Trusts€Article,€ðð1-401€and€Code,€FinancialÏInstitutions€Article,€ðð1-204€concerning€transfers€on€death€ofÏfunds€in€multiple€party€accounts,€including€¢P.O.D.£€accounts.€€SeeÏin€particular€ðð1-204€(b)(8)€and€(b)(10),€defining€multiple€partyÏand€¢P.O.D.£€accounts.€€ÌÌÌà  àRule€6„404€was€accompanied€by€the€following€Reporterððs€Note.ÌÐ ð-@), ÐÒ` °ÒÒ` °Òà ¸ àThe€Probate/Fiduciary€Subcommittee€isÏrecommending€that€the€information€report€beÏchanged€to€refer€to€Code,€Tax€Article,€ðð7„203Ïwhich€was€changed€by€the€2000€legislature€toÏbroaden€the€class€of€persons€exempted€fromÏinheritance€tax.€€In€reference€to€pension€orÏbenefit€plans,€the€Subcommittee€is€proposingÏto€delete€the€language€in€question€3€whichÏreads€ð ðthat€is€taxable€for€federal€estate€taxÐ 0 € Ðpurposesðð€because€the€plans€are€specificallyÐ  p  Ðexempted€from€tax€by€ðð7„203€of€the€TaxÏGeneral€Article.ÌÌÌÒ°` ÒÒ°` ÒÓÓà  àThe€proposed€changes€to€Rule€6„404€in€sections€1.,€2.,€andÏ3.€of€the€information€report€take€account€of€the€fact€that€theÏclass€of€persons€exempted€from€inheritance€tax€has€been€broadenedÏby€the€passage€of€Senate€Bill€1.€€In€section€3.,€the€SubcommitteeÏis€recommending€the€deletion€of€the€language€ð ðthat€is€taxable€forÐ P  Ðfederal€estate€tax€purposes,ðð€because€the€plans€are€specificallyÐ 0€ Ðexempted€from€tax€by€ðð7„203€of€Code,€Tax€General€Article.€€ThereÏbeing€no€comment,€the€Committee€approved€these€changes€byÏconsensus.€€Ìà  àMr.€Sykes€presented€Rule€6„433,€Subsequent€Procedure€onÏPetition€to€Caveat,€for€the€Committeeððs€consideration.€€€ÌÒ` °ÒÒ` °ÒÓÓÔ‡ XÖXX XÖÔÌà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTS'€ESTATESˆÌÌà@È È ìàCHAPTER€400€„€ADMINISTRATION€OF€ESTATESˆÌÌÌÐ ð-@), Ðà ¸ àAMEND€Rule€6„433€to€correct€a€referenceÏto€a€renumbered€section€of€Rule€6„122,€asÏfollows:ÌÌÌRule€6„433.€€SUBSEQUENT€PROCEDURE€ON€PETITIONÏTO€CAVEATÌÌÌà ¸ àThe€procedure€for€responding€to€andÏdeciding€the€petition€to€caveat€shall€beÏgoverned€by€ò òsectionsó ó€û€€€(ûsectionü€€€(ü€(b)€ò òand€(c)ó ó€ofÐ P  ÐRule€6„122.ÌÌÌÒ°` ÒÒ°` Òà  àRule€6„433€was€accompanied€by€the€following€Reporterððs€Note.ÌÌÒ` °ÒÒ` °ÒÌà ¸ àMel€Sykes€pointed€out€that€section€(c)Ïof€Rule€6„122€no€longer€exists,€since€theÏRule€was€renumbered€in€1998.€€The€referenceÏin€Rule€6„433€to€section€(c)€of€Rule€6„122Ïhas€to€be€corrected.ÌÔ#† XÖXX XÖ2b#ÔÌÌÒ°` ÒÒ°` ÒÓÓà  àMr.€Sykes€explained€that€this€is€a€ð ðhousekeepingðð€change€toÐ  p Ðcorrect€a€reference€to€ð ðRule€6„122€(c)ðð€in€Rule€6„433.€€Rule€6„Ð P Ð122€(c)€no€longer€exists,€and€the€correct€reference€is€to€ð ðRuleÐ à0 Ð6„122€(b).ðð€€The€Committee€agreed€by€consensus€to€this€change.Ð À! Ðà  àMr.€Sykes€presented€Rule€6„455,€Modified€Administration,€forÏthe€Committeeððs€consideration.€€ÌÒ` °ÒÒ` °ÒÓÓÌÒ°` ÒÒ°` Òà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÌÌà@È È ìàCHAPTER€400€„€ADMINISTRATION€OF€ESTATESˆÌÌÐ ð-@), Ðà  àAMEND€Rule€6„455€to€remove€the€percentage€amount€for€directÌÌand€collateral€inheritance€tax€and€to€remove€the€categoriesÌÌlisted€for€exempt€distribution,€as€follows:ÌÌÌRule€6-455.€€MODIFIED€ADMINISTRATION€ÌÌÌÓÓ€€(a)€€GenerallyÌà  à€€When€authorized€by€law,€an€election€for€modifiedÏadministration€may€be€filed€by€a€personal€representative€withinÏthree€(3)€months€after€the€appointment€of€the€personalÏrepresentative.€€Ì€€(b)€€Form€of€ElectionÌà  à€€An€election€for€modified€administration€shall€be€in€theÏfollowing€form:€ÌÓÓÌBEFORE€THE€REGISTER€OF€WILLS€FOR€_____________________,€MARYLAND€ÌÌÌESTATE€OF€________________________________€€€€€Estate€No.€______ÌÌà@È È ìàELECTION€OF€PERSONAL€REPRESENTATIVE€FORˆÌÌà@ˆˆìàMODIFIED€ADMINISTRATIONˆÌÌÌ€€€€€1.€I€elect€Modified€Administration.€€This€estate€qualifiesÌÌfor€Modified€Administration€for€the€following€reasons:€ÌÌ€€€€€(a)€The€decedent€died€on€______________€[€]€with€a€will€orÌÌ[€]€without€a€will.€ÌÐ ð-@), Ѐ€€€€(b)€This€Election€is€filed€within€3€months€from€the€date€ofÌÌmy€appointment€which€was€on€____________________________________.€ÌÌ€€€€(c)€[€]€All€residuary€legatees€named€in€the€will€or€[€]€allÌÌheirs€of€the€intestate€decedent€are€limited€to:€ÌÌ€€€€€€€€[€]€The€personal€representative,€[€]€a€surviving€spouse,ÌÌ[€]€children€of€the€decedent.€ÌÌ€€€€(d)€Consents€of€the€persons€referenced€in€1€(c)€are€[€]€filedÌÌherewith€or€[€]€were€previously€filed.€ÌÌ€€€€(e)€The€estate€is€solvent€and€the€assets€are€sufficient€toÌÌsatisfy€all€specific€legacies.€ÌÌ€€€€(f)€Final€distribution€of€the€estate€can€be€made€within€12ÌÌmonths€after€the€date€of€my€appointment.€ÌÌ€€€€€2.€Property€of€the€estate€is€briefly€described€as€follows:€ÌÌ€€€€€€€€€Description€€€€€€€€€€€€€€€€Estimated€ValueÌÌ_____________________________€__________________________________ÌÌ_____________________________€__________________________________ÌÌ_____________________________€__________________________________ÌÌ_____________________________€__________________________________ÌÌ_____________________________€__________________________________ÌÌ€€€€€3.€I€acknowledge€that€I€must€file€a€Final€Report€UnderÌÌModified€Administration€no€later€than€10€months€after€the€date€ofÌÌappointment€and€that,€upon€request€of€any€interested€person,€IÌÌmust€provide€a€full€and€accurate€Inventory€and€Account€to€allÐ ð-@), Їinterested€persons.€ÌÌ€€€€€4.€I€acknowledge€the€requirement€under€ModifiedÌÌAdministration€to€make€full€distribution€within€12€months€afterÌÌthe€date€of€appointment€and€I€understand€that€the€Register€ofÌÌWills€and€Orphans'€Court€are€prohibited€from€granting€extensionsÌÌunder€Modified€Administration.€ÌÌ€€€€€5.€I€acknowledge€and€understand€that€Modified€AdministrationÌÌshall€continue€as€long€as€all€the€requirements€are€met.€ÌÌI€solemnly€affirm€under€the€penalties€of€perjury€that€theÌÌcontents€of€the€foregoing€are€true€to€the€best€of€my€knowledge,ÌÌinformation€and€belief.€ÌÌÌ_______________________________€________________________________Ì€€€€€€€€€€Attorney€€€€€€€€€€€€€€€€€€€€Personal€RepresentativeÌÌ_______________________________€________________________________Ì€€€€€€€€€€Address€€€€€€€€€€€€€€€€€€€€€Personal€RepresentativeÌÌ_______________________________Ì€€€€€€€€€€AddressÌÌ_______________________________Ì€€€€€€€€€TelephoneÌÌÌ€€(c)€€ConsentÌÌà  à€€An€election€for€modified€administration€may€be€filed€if€ÌÌall€the€residuary€legatees€of€a€testate€decedent€and€the€heirs€atÌÌlaw€of€an€intestate€decedent€consent€in€the€following€form:€ÌÌÐ ð-@), ÐBEFORE€THE€REGISTER€OF€WILLS€FOR€_____________________,€MARYLAND€ÌÌESTATE€OF€________________________________Estate€No.€___________ÌÌÌà@ˆˆìàCONSENT€TO€ELECTION€FORˆÌà@LLìàMODIFIED€ADMINISTRATION€ˆÌÌ€€€€I€am€a€[€]€residuary€legatee€or€[€]€heir€of€the€decedent€whoÌÌdied€intestate.€€I€consent€to€Modified€Administration€andÌÌacknowledge€that€under€Modified€Administration:€ÌÌ€€€€€1.€Instead€of€filing€a€formal€Inventory€and€Account,€theÌÌpersonal€representative€will€file€a€verified€Final€Report€UnderÌÌModified€Administration€no€later€than€10€months€after€the€date€ofÌÌappointment.€ÌÌ€€€€€2.€Upon€written€request€to€the€personal€representative€byÌÌany€legatee€not€paid€in€full€or€any€heir-at-law€of€a€decedent€whoÌÌdied€without€a€will,€a€formal€Inventory€and€Account€shall€beÌÌprovided€by€the€personal€representative€to€the€legatees€or€heirsÌÌof€the€estate.€ÌÌ€€€€€3.€At€any€time€during€administration€of€the€estate,€I€mayÌÌrevoke€Modified€Administration€by€filing€a€written€objection€withÌÌthe€Register€of€Wills.€Once€filed,€the€objection€is€binding€onÌÌthe€estate€and€cannot€be€withdrawn.€ÌÌ€€€€€4.€If€Modified€Administration€is€revoked,€the€estate€willÌÌproceed€under€Administrative€Probate€and€the€personalÌÌrepresentative€shall€file€a€formal€Inventory€and€Account,€asÐ ð-@), Їrequired,€until€the€estate€is€closed.€ÌÌ€€€€€5.€Unless€I€waive€notice€of€the€verified€Final€Report€UnderÌÌModified€Administration,€the€personal€representative€will€provideÌÌa€copy€of€the€Final€Report€to€me,€upon€its€filing€which€shall€beÌÌno€later€than€10€months€after€the€date€of€appointment.€ÌÌ€€€€€6.€Final€Distribution€of€the€estate€will€occur€not€laterÌÌthan€12€months€after€the€date€of€appointment€of€the€personalÌÌrepresentative.€ÌÌÐ  ° Ð_______________________________€€€€____________________________Ì€Signature€of€Residuary€Legatee€€€€[€]€Surviving€Spouse€[€]€Child€Ì€€€or€Heir€€€€€€€€€€€€€€€€€€€€€€€€€[€]€Residuary€Legatee€or€Heir€Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€serving€as€PersonalÌ_______________________________€€€€€€€€Representative€ÌType€or€Print€NameÌÌÌ_______________________________€€€€____________________________Ì€Signature€of€Residuary€Legatee€€€€[€]€Surviving€Spouse€[€]€Child€Ì€€€or€Heir€€€€€€€€€€€€€€€€€€€€€€€€€[€]€Residuary€Legatee€or€Heir€Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€serving€as€PersonalÌ_______________________________€€€€€€€€Representative€ÌType€or€Print€NameÌÌÌ€€(d)€€Final€ReportÌÌ€€€€(1)€FilingÌÌà  à€€€A€verified€final€report€shall€be€filed€no€later€than€10€ÌÌmonths€after€the€date€of€the€personal€representative's€ÌÌappointment.€Ì€Ì€€€(2)€Copies€to€Interested€PersonsÌà  àÌ€€€€€€€Unless€an€interested€person€waives€notice€of€the€verifiedÌÌfinal€report€under€modified€administration,€the€personalÌÌrepresentative€shall€serve€a€copy€of€the€final€report€on€each€ÌÌinterested€person.€Ì€Ì€€€(3)€ContentsÌà  àÌà  à€€A€final€report€under€modified€administration€shall€be€ÌÌin€the€following€form:€ÌÌBEFORE€THE€REGISTER€OF€WILLS€FOR€_____________________,€MARYLAND€ÌÌESTATE€OF€___________________________€€Estate€No.€______________Ð ð-@), ЇDate€of€Death€__________________________€Date€of€AppointmentÌà  àà ` àà ¸ àà  àà h àà À àà  à€€€€€€of€Personal€¢Repre£-Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€¢sentative£€______________ÌÌÌÐ  ` ° Ðà@Ø Ø ìàFINAL€REPORT€UNDER€MODIFIED€ADMINISTRATION€ˆÌÌà@dd ìà(Must€be€filed€within€10€months€after€the€date€of€appointment)ˆÌÌÌ€€€€I,€Personal€Representative€of€the€estate,€report€theÌÌfollowing:ÌÌ€€€€€1.€The€estate€continues€to€qualify€for€ModifiedÌÌAdministration€as€set€forth€in€the€Election€for€ModifiedÌÌAdministration€on€file€with€the€Register€of€Wills.ÌÌ€€€€€2.€Attached€are€the€following€Schedules€and€supportingÌÌattachments:€ÌÌTotal€Schedule€A:€€Reportable€Property€...............€$€_______ÌÌTotal€Schedule€B:€€Payments€and€Disbursements€........€$(______)ÌTotal€Schedule€C:€€Distribution€of€Net€Reportable€Ì€€Property€€...............€€€€€€€€€€€€€€€€€€€€€€€€€€€€$€_______ÌÌ€€€€€3.€I€acknowledge€that:€ÌÌ€€€€€(a)€€Final€distributions€shall€be€made€within€12€monthsÌÌafter€the€date€of€my€appointment€as€personal€representative.€ÌÌ€€€€€(b)€The€Register€of€Wills€and€Orphans'€Court€are€prohibitedÌÌfrom€granting€extensions€of€time.€ÌÌ€€€€€(c)€If€Modified€Administration€is€revoked,€the€estate€shallÌÌproceed€under€Administrative€Probate,€and€I€will€file€a€formalÌÌInventory€and€Account,€as€required,€until€the€estate€is€closed.€ÌÌ€€€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÌÌcontents€of€the€foregoing€are€true€to€the€best€of€my€knowledge,ÌÐ ð-@), Ðinformation,€and€belief€and€that€any€property€valued€by€me€whichÌÌI€have€authority€as€personal€representative€to€appraise€has€beenÌÌvalued€completely€and€correctly€in€accordance€with€law.€ÌÌÌ______________________________€_________________________________ÌAttorney€Signature€€€€€€€€€€€€€€Personal€Representative€€€€€DateÌÌ______________________________€_________________________________ÌAddress€€€€€€€€€€€€€€€€€€€€€€€€€Personal€Representative€€€€€DateÌÌ______________________________€_________________________________ÌAddress€€€€€€€€€€€€€€€€€€€€€€€€€Personal€Representative€€€€€DateÌÌ______________________________€ÌTelephoneÌÌÌà@ìàCERTIFICATE€OF€SERVICE€OFˆÌÌà@Ø Ø ìàFINAL€REPORT€UNDER€MODIFIED€ADMINISTRATION€ˆÌÌ€€€€I€hereby€certify€that€on€this€____€day€of€____________,€IÌÌdelivered€or€mailed,€postage€prepaid,€a€copy€of€the€foregoingÌÌFinal€Report€Under€Modified€Administration€and€attached€SchedulesÌÌto€the€following€persons:€ÌÌ€€€€€€€Names€€€€€€€€€€€€€€€€€€€€€€€€€€€AddressesÌÌ_______________________________€________________________________ÌÌ_______________________________€________________________________ÌÌ_______________________________€________________________________ÌÌ_______________________________€________________________________ÌÌÌ_______________________________€________________________________ÌAttorney€€€€€€€€€€€€€€€€€€€€€€€€Personal€RepresentativeÐ ð-@), Ї_______________________________€________________________________ÌAddress€€€€€€€€€€€€€€€€€€€€€€€€€Personal€RepresentativeÌÌ_______________________________€________________________________ÌCity,€State,€Zip€Code€€€€€€€€€€€€€ÌÌ_______________________________€________________________________ÌTelephone€NumberÌÌÌ________________________________________________________________Ìà@ìàFOR€REGISTER€OF€WILLS€USEˆÌÌÌDistributions€subject€to€collateral€_____€€€Tax€thereon€_____Ì€€tax€at€ò ò11.111%ó ó€û€€€(û_____%ü€€€(ü€Ð À ÐÌÐ   ð ÐDistribution€subject€to€collateral€______€€€Tax€thereon€________€Ì€€tax€at€ò ò10%ó ó€û€€€(û_____%ü€€€(üÐ  ð ÐÌDistribution€subject€to€direct€tax€______€€€Tax€thereon€________€Ì€€at€ò ò1.0101%ó ó€û€€€(û_____%ü€€€(üÐ pÀ ÐÌDistribution€subject€to€direct€tax€______€€€Tax€thereon€________Ì€€ò òat€1%ó ó€Ð @  ÐÌÌExempt€distributions€ò òto€spouseó ó€€€€€€€€€€__________Ð `  ÐÌExempt€distributions€ò òto€charitiesó ó€€€€€€€__________Ð ð@  ÐÌExempt€distributions€ò òto€personsó óÐ Ð  Ѐò ònot€exceeding€$150€(decedents€ó óÐ À Ѐò òdying€prior€to€1/1/98)ó ó€€€€€€€€€€€€€€€€€__________Ð ° ÐÌ€ò ònot€exceeding€$1,000€(decedentsó ó€Ð à Ѐ€€ò òdying€on€or€after€1/1/98)ó óÐ €Ð ÐÌÌ€Total€Inheritance€Tax€due€€€€€€€€€€€€€€€€€€€€€€€€__________ÌÌ€Total€Inheritance€Tax€paid€€€€€€€€€€€€€€€€€€€€€€€__________ÌÌ€Gross€estate€__________€€€€€€Probate€Fee€&€Costs€__________Ì€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Collected€€€€€€€€€€€__________ÌÌÌÌÌà@  ìàFINAL€REPORT€UNDER€MODIFIED€ADMINISTRATIONˆÌÌà@ ìàSUPPORTING€SCHEDULE€AˆÌÌà@xx!ìàREPORTABLE€PROPERTYˆÌÌESTATE€OF€________________________________Estate€No.€___________ÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Basis€ofÌÌÌ€òòItem€No.óó€€€€€€€òòDescriptionóó€€€€€€€€€€òòValuationóó€€€€€€€€€€€€òòValueóó€€Ð -P(+ ÐÐ ð-@), ЇTOTAL€REPORTABLE€PROPERTY€OF€THE€DECEDENT€€€€€€€€€€€€$€_________Ì€(Carry€forward€to€Schedule€C)ÌÌ________________________________________________________________ÌÌÌÐ  P   Ðà@àà$ìàINSTRUCTIONS€ˆÌÌ€€€€ALL€REAL€AND€PERSONAL€PROPERTY€MUST€BE€INCLUDED€AT€DATE€OF€ÌÌDEATH€VALUE.€€THIS€DOES€NOT€INCLUDE€INCOME€EARNED€DURING€ÌÌADMINISTRATION€OR€CAPITAL€GAINS€OR€LOSSES€REALIZED€FROM€THE€SALEÌÌOF€PROPERTY€DURING€ADMINISTRATION.€€ATTACHED€APPRAISALS€OR€COPYÌÌOF€REAL€PROPERTY€ASSESSMENTS€AS€REQUIRED:€ÌÌ€€€€Ì€€€€€1.€Real€and€leasehold€property:€€Fair€market€value€must€beÌÌestablished€by€a€qualified€appraiser.€€For€decedents€dying€on€orÌÌafter€January€1,€1998,€in€lieu€of€a€formal€appraisal,€real€andÌÌleasehold€property€may€be€valued€at€the€full€cash€value€forÌÌproperty€tax€assessment€purposes€as€of€the€most€recent€date€of€ÌÌfinality.€€This€does€not€apply€to€property€tax€assessmentÌÌpurposes€on€the€basis€of€its€use€value.€ÌÌÌ€€€€€2.€The€personal€representative€may€value:€Debts€owed€to€theÌÌdecedent,€including€bonds€and€notes;€bank€accounts,€building,ÌÌsavings€and€loan€association€shares,€money€and€corporate€stocksÌÌlisted€on€a€national€or€regional€exchange€or€over€the€counterÌÌsecurities.€ÌÌ€€€€€3.€All€other€interests€in€tangible€or€intangible€property:ÌÌFair€market€value€must€be€established€by€a€qualified€appraiser.ÌÌ________________________________________________________________ÌÌà@  ìàATTACH€ADDITIONAL€SCHEDULES€AS€NEEDED€ˆÐ ð-@), Їà@Ø Ø ìàFINAL€REPORT€UNDER€MODIFIED€ADMINISTRATION€ˆÌÌà@ÄÄìàSUPPORTING€SCHEDULE€B€ˆÌÌà@˜ ˜ ìàPayments€and€Disbursements€ˆÌÌESTATE€OF€__________________________________€Estate€No._________€ÌÌ€òòItem€No.óó€€€€€€€òòDescriptionóó€€€€€€€€€€€€€€€€€€€€€€€€€òòAmount€PaidóóÐ 0 € ÐÌÌÌTotal€Disbursements:€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€$€__________Ì(Carry€forward€to€Schedule€C)ÌÌ________________________________________________________________ÌÌà@àà$ìàINSTRUCTIONS€ˆÌÌ€€€€€1.€Itemize€all€liens€against€property€of€the€estateÌÌincluding€mortgage€balances.€ÌÌ€€€€€2.€Itemize€sums€paid€(or€to€be€paid)€within€twelve€monthsÌÌfrom€the€date€of€appointment€for:€debts€of€the€decedent,€taxesÌÌdue€by€the€decedent,€funeral€expenses€of€the€decedent,€familyÌÌallowance,€personal€representative€and€attorney€compensation,ÌÌprobate€fee€and€other€administration€expenses€of€the€estate.€ÌÌ________________________________________________________________ÌÌà@@ @ ìàATTACH€ADDITIONAL€SCHEDULES€AS€NEEDEDˆÌÌà@  ìàFINAL€REPORT€UNDER€MODIFIED€ADMINISTRATIONˆÌÌà@ ìàSUPPORTING€SCHEDULE€CˆÌÌà@Œ Œ ìàDistributions€of€Net€Reportable€PropertyˆÌÌÌ1.€SUMMARY€OF€REPORTABLE€PROPERTY€Ð ð-@), Ї€€€€Total€from€Schedule€A€.........................€____________€€ÏÌ€€€€Total€from€Schedule€B..........................€____________€€ÏÌ€€€€Total€Net€Reportable€Property..................€____________€€Ï€€€€€(Schedule€A€minus€Schedule€B)€ÌÌ2.€SPECIFIC€BEQUESTS€(If€Applicable)€ÌÌName€of€Legatee€or€Heir€€€Distributable€Share€€€€€€€€Inheritance€Ì€€€€€€€€€€€€€€€€€€€€€€€€€€of€Reportable€Estate€€€€€€€Tax€ThereonÌÌÌ3.€DISTRIBUTION€OF€BALANCE€OF€ESTATE€ÌÌName€of€Legatee€or€Heir€€€Distributable€Share€€€€€€€€Inheritance€Ì€€€€€€€€€€€€€€€€€€€€€€€€€€of€Reportable€Estate€€€€€€€Tax€Thereon€ÌÌÌÌTotal€Reportable€Distributions€€€€€€€€€€€€€€€€€€€€€€€$€_________€ÌÌInheritance€Tax€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€$€_________ÌÌ________________________________________________________________ÌÌà@  ìàATTACH€ADDITIONAL€SCHEDULES€AS€NEEDED€ˆÌÌÌ€€€€(4)€Inventory€and€AccountÌÌà  à€€€The€provisions€of€Rule€6-402€(Inventory)€and€Rule€6-417ÌÌ(Account)€do€not€apply.€€ÌÌ€€(e)€€RevocationÌÌ€€€€(1)€Causes€for€RevocationÌÌà  à€€€A€modified€administration€shall€be€revoked€by:€€€€ÌÌ€€€€€€(A)€the€filing€of€a€timely€request€for€judicial€probate;€€ÌÌ€€€€€€(B)€the€filing€of€a€written€objection€by€an€interestedÌÐ ð-@), Ðperson;€€ÌÌ€€€€€€(C)€the€personal€representative's€filing€of€a€withdrawal€of€ÌÌthe€election€for€modified€administration;€€ÌÌ€€€€€€(D)€the€court,€on€its€own€initiative,€or€for€good€cause€ÌÌshown€by€an€interested€person€or€by€the€register;€€ÌÌ€€€€€€(E)€the€personal€representative's€failure€to€timely€fileÌÌthe€final€report€and€make€distribution€within€12€months€after€theÌÌdate€of€appointment,€or€to€comply€with€any€other€provision€ofÌÌthis€Rule€or€Code,€Estate€and€Trusts€Article,€ðððð5-701€throughÌÌ5-710.ÌÌ€€€€(2)€Notice€of€RevocationÌÌà  à€€€The€register€shall€serve€notice€of€revocation€on€eachÌÌinterested€person.€€ÌÌ€€€€(3)€Consequences€of€RevocationÌÌà  à€€€Upon€revocation,€the€personal€representative€shall€file€aÌÌformal€inventory€and€account€with€the€register€pursuant€to€RulesÌÌ6-402€and€6-417.€€The€inventory€and€account€shall€be€filed€withinÌÌthe€time€provided€by€Rules€6-402€and€6-417,€or,€if€the€deadlineÌÌfor€filing€has€passed,€within€30€days€after€service€of€theÌÌregister's€notice€of€revocation.€€ÌÌSource:€€This€Rule€is€new.ÌÌÌà  àRule€6„455€was€accompanied€by€the€following€Reporterððs€Note.ÌÐ ð-@), ÐÒ` °ÒÒ` °Òà ¸ àBecause€Senate€Bill€(Chapter€497)Ïchanged€the€percentages€of€the€value€ofÏproperty€subject€to€direct€and€collateralÏinheritance€tax,€the€Probate/FiduciaryÏSubcommittee€is€recommending€that€theÏpercentage€amounts€be€deleted€from€theÏsection€of€Rule€6„455€labeled€ð ðFor€RegisterÐ P   Ðof€Wills€Use.ðð€€The€same€legislation€changedÐ @  Ðthe€categories€of€persons€exempted€fromÏinheritance€tax.€€The€Subcommittee€isÏrecommending€that€the€specific€categories€ofÏpersons€and€institutions€exempted€from€tax€beÏdeleted,€and€several€references€to€ð ðexemptÐ ð@  Ðdistributionsðð€be€retained.Ð à0  ÐÌÌÒ°` ÒÒ°` ÒÓÓà  àMr.€Sykes€said€that€because€the€legislature€changed€theÏpercentages€of€the€value€subject€to€direct€and€collateralÏinheritance€tax,€the€Subcommittee€is€recommending€that€theÏpercentage€amounts€be€deleted€from€the€section€of€the€RuleÏlabeled€ð ðFor€Register€of€Wills€Use.ðð€€Also,€the€specificÐ 0€ Ðcategories€of€persons€and€institutions€exempted€from€tax€shouldÏbe€deleted,€and€general€references€to€ð ðexempt€distributionsðð€beÐ ð@ Ðadded.€€Extra€lines€could€be€added€for€more€than€one€exemptÏdistribution.€€Mr.€Hochberg€asked€if€the€name€of€the€party€is€toÏbe€listed.€€Mr.€Sykes€answered€in€the€affirmative.€€The€ChairÏsuggested€that€the€language€ð ðIdentity€of€the€Recipientðð€should€beÐ p&À!$ Ðplaced€under€each€line.€€The€Committee€agreed€by€consensus€withÏthese€suggestions.ÌÓÓÌòòAdded€Agenda€Item.óóÐ -P(+ ÐÐ ð-@), ÐÓÓà  àMr.€Titus€explained€that€an€extra€item€is€being€added€to€theÏagenda.€€He€presented€Rules€8„501€and€8„504€for€the€CommitteeððsÏconsideration.€€ÌÒ` °ÒÒ` °ÒÓÓÌà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@Ø Ø ìàTITLE€8€„€APPELLATE€REVIEW€IN€THE€COURT€OF€à@@| | ìàˆ¼APPEALS€AND€COURT€OF€SPECIAL€APPEALSÌÌà@P P ìàCHAPTER€500€„€RECORD€EXTRACT,€BRIEFS,€ANDˆÌà@  &ìàARGUMENTˆÌÌÌà ¸ àAMEND€Rule€8„501€to€delete€the€referenceÏto€the€opinion€or€jury€instructions€of€theÏtrial€court€in€section€(c)€and€to€delete€theÏsecond€sentence€of€section€(k),€as€follows:ÌÌÌRule€8„501.€€RECORD€EXTRACTÌÌÌ€€€.€.€.ÌÌ€€(c)€€ContentsÌÌà ¸ à€€The€record€extract€shall€contain€allÏparts€of€the€record€that€are€reasonablyÏnecessary€for€the€determination€of€theÏquestions€presented€by€the€appeal€and€anyÏcross„appeal.€€It€shall€include€the€judgmentÏappealed€from;€the€opinion€or€juryÏinstructions€of€the€trial€court,€if€any;€ò òtheÐ €%Ð # Ðopinion€of€the€Court€of€Special€Appeals€ifÏthe€case€has€been€decided€by€that€Court;ó ó€andÐ `'°"% Ðsuch€other€parts€of€the€record€as€areÏdesignated€by€the€parties€pursuant€to€sectionÏ(d)€of€this€Rule.€€The€record€extract€shallÏnot€include€those€parts€of€the€record€thatÏsupport€facts€set€forth€in€an€agreedÏstatement€of€facts€or€stipulation€madeÏpursuant€to€section€(g)€of€this€Rule€nor€anyÐ ð-@), Ðpart€of€a€memorandum€of€law€in€the€trialÏcourt,€unless€it€has€independent€relevance.€ÏThe€fact€that€a€part€of€the€record€is€notÏincluded€in€the€record€extract€shall€notÏpreclude€a€party€from€relying€on€it€or€theÏappellate€court€from€considering€it.ÌÌ€€€.€.€.ÌÌ€€(k)€€Record€Extract€in€Court€of€Appeals€onÏReview€of€Case€From€Court€of€Special€AppealsÌÌà ¸ à€€When€a€writ€of€certiorari€is€issued€toÏreview€a€case€pending€in€or€decided€by€theÏCourt€of€Special€Appeals,€unless€the€Court€ofÏAppeals€orders€otherwise,€the€appellant€shallÏfile€in€that€Court€20€copies€of€any€recordÏextract€that€was€filed€in€the€Court€ofÏSpecial€Appeals€within€the€time€theÏappellant's€brief€is€due.€€ò òIn€those€cases,Ð €Ð Ðany€opinion€of€the€Court€of€Special€AppealsÏshall€be€included€as€an€appendix€to€theÏappellant's€brief€in€the€Court€of€Appeals.ó ó€Ð P  ÐIf€a€record€extract€was€not€filed€in€theÏCourt€of€Special€Appeals€or€if€the€Court€ofÏAppeals€orders€that€a€new€record€extract€beÏfiled,€the€appellant€shall€prepare€and€file€aÏrecord€extract€pursuant€to€this€Rule.ÌÌ€€€.€.€.ÌÌÌÒ°` ÒÒ°` Òà0  àRule€8„501€was€accompanied€by€the€following€Reporterððs€Note.Ð (#(# ÐÌÒ` °ÒÒ` °Òà ¸ àThe€Rules€Committee€is€recommending€theÏdeletion€of€the€second€sentence€of€sectionÏ(k)€and€its€transfer€to€Rule€8„504.€€See€theÏReporterððs€Note€to€Rule€8„504.ÌÌà ¸ àBecause€of€the€proposed€modification€toÏRule€8„504€(b),€the€Appellate€Subcommittee€isÏrecommending€the€deletion€in€section€(c)€ofÏthe€reference€to€placing€the€opinion€or€juryÏinstructions€of€the€trial€court€into€theÏrecord€extract.€€See€Reporterððs€Note€to€RuleÐ ð-@), Ð8„504€(b).ÌÌÌÌÌÌÌÌÌÌÔ‡ XÖXX XÖÔà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ `  ÐÌà@Ø Ø ìàTITLE€8€„€APPELLATE€REVIEW€IN€THE€COURT€OF€à@@| | ìàˆ¼APPEALS€AND€COURT€OF€SPECIAL€APPEALSÌÌà@P P ìàCHAPTER€500€„€RECORD€EXTRACT,€BRIEFS,€ANDˆÌà@  &ìàARGUMENTˆÌÌÌÌà ¸ àAMEND€Rule€8„504€(b)€to€delete€theÏreference€to€criminal€cases€and€to€addÏrulings€to€be€included€in€the€appellantððsÏappendix€to€the€brief,€as€follows:ÌÌÌRule€8„504.€€CONTENTS€OF€BRIEFÌÌÌ€€(a)€€ContentsÌÌà ¸ à€€A€brief€shall€contain€the€items€listedÏin€the€following€order:ÌÌ€€€€(1)€€A€table€of€contents€and€a€table€ofÏcitations€of€cases,€constitutionalÏprovisions,€statutes,€ordinances,€rules,€andÏregulations,€with€cases€alphabeticallyÏarranged.€€When€a€reported€Maryland€case€isÏcited,€the€citation€shall€include€a€referenceÏto€the€official€Report.ÌÌ€€€€(2)€€A€brief€statement€of€the€case,Ïindicating€the€nature€of€the€case,€the€courseÏof€the€proceedings,€and€the€disposition€inÐ ð-@), Ðthe€lower€court,€except€that€the€appellee'sÏbrief€shall€not€contain€a€statement€of€theÏcase€unless€the€appellee€disagrees€with€theÏstatement€in€the€appellant's€brief.ÌÌ€€€€(3)€€A€statement€of€the€questionsÏpresented,€separately€numbered,€indicatingÏthe€legal€propositions€involved€and€theÏquestions€of€fact€at€issue€expressed€in€theÏterms€and€circumstances€of€the€case€withoutÏunnecessary€detail.ÌÌ€€€€(4)€€A€clear€concise€statement€of€theÏfacts€material€to€a€determination€of€theÏquestions€presented,€except€that€theÏappellee's€brief€shall€contain€a€statement€ofÏonly€those€additional€facts€necessary€toÏcorrect€or€amplify€the€statement€in€theÏappellant's€brief.€€Reference€shall€be€madeÏto€the€pages€of€the€record€extract€supportingÏthe€assertions.€€If€pursuant€to€these€rulesÏor€by€leave€of€court€a€record€extract€is€notÏfiled,€reference€shall€be€made€to€the€pagesÏof€the€record€or€to€the€transcript€ofÏtestimony€as€contained€in€the€record.ÌÌCross€reference:€€Rule€8„111€(b).ÌÌ€€€€(5)€€Argument€in€support€of€the€party'sÏposition.ÌÌ€€€€(6)€€A€short€conclusion€stating€theÏprecise€relief€sought.ÌÌ€€€€(7)€€The€citation€and€verbatim€text€ofÏall€pertinent€constitutional€provisions,Ïstatutes,€ordinances,€rules,€and€regulationsÏexcept€that€the€appellee's€brief€shallÏcontain€only€those€not€included€in€theÏappellant's€brief.ÌÌ€€€€(8)€€If€the€brief€is€prepared€withÏproportionally€spaced€type,€the€font€used€andÏthe€type€size€in€points€shall€be€stated€onÏthe€last€page.Ð ð-@), ЇCross€reference:€€For€requirements€concerningÏthe€form€of€a€brief,€see€Rule€8„112.ÌÌ€€€€û€€€(û(9)€Any€opinion€of€the€Court€of€SpecialÏAppeals,€which€shall€be€included€as€anÏappendix€to€the€appellantððs€brief€in€theÏCourt€of€Appeals.ü€€€(üÌÌû€€€(ûCross€reference:€Rule€8„501.ü€€€(üÌÌ€€(b)€€In€the€Court€of€Special€Appeals€„„ÏExtract€of€Instructions€or€Opinion€ò òinÐ P  ÐCriminal€Casesó óÐ ð@  ÐÌà ¸ à€€ò òIn€criminal€cases€inó ó€û€€€(ûInü€€€(ü€the€Court€ofÐ Ð  ÐSpecial€Appeals,€the€appellant€shallÏreproduce,€as€an€appendix€to€the€brief,€theÏpertinent€part€of€ò òanyó ó€û€€€(ûevery€ruling,€opinion,Ð  ð Ðorü€€€(ü€jury€instructionò òsó ó€ò òor€opinionó ó€of€the€lowerÐ à Ðcourt€that€deals€with€points€raised€by€theÏappellant€on€appeal.€€If€the€appelleeÏbelieves€that€the€part€reproduced€by€theÏappellant€is€inadequate,€the€appellee€shallÏreproduce,€as€an€appendix€to€the€appellee'sÏbrief,€any€additional€part€of€theÏinstructions€or€opinion€believed€necessary€byÏthe€appellee.ÌÌ€€(c)€€Effect€of€NoncomplianceÌÌà ¸ à€€For€noncompliance€with€this€Rule,€theÏappellate€court€may€dismiss€the€appeal€orÏmake€any€other€appropriate€order€with€respectÏto€the€case,€including€an€order€that€anÏimproperly€prepared€brief€be€reproduced€atÏthe€expense€of€the€attorney€for€the€party€forÏwhom€the€brief€was€filed.ÌÌSource:€€This€Rule€is€derived€as€follows:ÌÌ€€òòSection€(a)óó€is€derived€from€former€RulesÐ 0*€%( Ð831€c€and€d€and€1031€c€1€through€5€and€d€1Ïthrough€5,€with€the€exception€of€subsectionÏ(a)(6)€which€is€derived€from€¢FRAP£€28€(a)(5).ÌÐ ð-@), Ѐ€òòSection€(b)óó€is€derived€from€former€RuleÐ ° Ð1031€c€6€and€d€6.ÌÌ€€òòSection€(c)óó€is€derived€from€former€RulesÐ €Ð Ð831€g€and€1031€f.ÌÌÌÒ°` ÒÒ°` Òà  àRule€8„504€was€accompanied€by€the€following€Reporterððs€Note.ÌÌÒ` °ÒÒ` °Òà ¸ àThe€Rules€Committee€is€recommending€theÏtransfer€of€language€in€section€(k)€of€RuleÏ8„501€to€a€new€subsection€(a)(9)€of€Rule€8„¼504€to€emphasize€that€a€Court€of€SpecialÏAppeals€opinion€is€to€be€included€as€anÏappendix€to€the€appellantððs€brief€in€theÏCourt€of€Appeals.ÌÌà ¸ àThe€Appellate€Subcommittee€isÏrecommending€a€change€to€section€(b)€so€thatÏin€every€appeal€to€the€Court€of€SpecialÏAppeals,€including€civil€cases,€the€appellantÏshall€include€as€an€appendix€to€his€or€herÏbrief€the€pertinent€part€of€every€ruling€asÏwell€as€of€every€opinion€and€jury€instructionÏthat€deal€with€points€raised€by€theÏappellant.€€The€Subcommittee€feels€that€it€isÏpreferable€to€put€this€in€an€appendix€to€theÏbrief,€instead€of€in€the€record€extract,Ïbecause€it€would€make€it€easier€for€the€CourtÏof€Appeals€to€review€the€case€to€see€if€aÏbypass€of€the€Court€of€Special€Appeals€isÏappropriate.ÌÔ#† XÖXX XÖV¾#ÔÌÌÒ°` ÒÒ°` ÒÓÓà  àThe€Appellate€Subcommittee€is€suggesting€that€the€languageÏin€Rule€8„501€(c)€which€reads€ð ðthe€opinion€or€jury€instructionsÐ p&À!$ Ðof€the€trial€court,€if€anyðð€should€be€deleted€as€well€as€theÐ P( #& Ðlanguage€in€section€(k)€which€reads€ð ðIn€those€cases,€any€opinionÐ 0*€%( Ðof€the€Court€of€Special€Appeals€shall€be€included€as€an€appendixÏto€the€appellantððs€brief€in€the€Court€of€Appeal.ðð€€In€theirÐ ð-@), Ðplace,€language€is€to€be€added€to€Rule€8„504€in€subsection€(a)(9)Ïproviding€that€the€opinion€of€the€Court€of€Special€Appeals€is€toÏbe€part€of€the€contents€of€the€brief€and€to€section€(b)€to€helpÏthe€Bypass€Committee€of€the€Court€of€Appeals€have€available€theÏopinions,€rulings,€and€jury€instructions€in€both€civil€andÏcriminal€cases.€€€Ìà  àMr.€Titus€cautioned€that€this€may€be€a€trap€for€the€unwaryÏpractitioner.€€The€Chair€responded€that€the€Court€of€SpecialÏAppeals€will€be€liberal.€€Mr.€Sykes€asked€when€the€changes€willÏgo€into€effect.€€The€Chair€replied€that€the€Rules€will€be€in€theÏnext€Report€to€the€Court€and€that€he€did€not€know€when€the€CourtÏwould€consider€them.€€Mr.€Titus€recommended€that€the€effectiveÏdate€be€deferred.€€The€Reporter€suggested€a€date€of€July€1,€2001.€ÏMr.€Titus€expressed€his€concern€about€the€reference€to€rulingsÏand€asked€why€this€was€added.€€The€Chair€answered€that€AlexÏCummings,€Clerk€of€the€Court€of€Appeals,€had€said€that€the€bypassÏcommittee€of€the€Court€wants€the€full€flavor€of€the€issue,€andÏnot€simply€the€arguments€pro€and€con.€€He€suggested€that€the€RuleÏnot€be€changed€further.€€There€being€no€changes€suggested,€theÏRules€were€approved€as€presented.ÌÓÓÌAgenda€Item€4.€€Consideration€of€proposed€amendments€to€Rule€14Ïof€the€Rules€Governing€Admission€to€the€Bar€(Special€Admission€ofÏOut„of„State€Attorneys)Ì_________________________________________________________________Ð ð-@), ЇÓÓà  àMr.€Titus€presented€Rule€14,€Special€Admission€of€Out„of„¼State€Attorneys,€for€the€Committeeððs€consideration.€€ÌÒ` °ÒÒ` °ÒÓÓÌà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@È È ìàRULES€GOVERNING€ADMISSION€TO€THE€BAR€OFˆÌà@  &ìàMARYLANDˆÌÌÌà ¸ àAMEND€Rule€14€so€that€it€applies€to€out„¼of„state€attorneys€representing€clients€in€aÏbinding€arbitration€in€Maryland,€as€follows:ÌÌÌRule€14.€€SPECIAL€ADMISSION€OF€OUT„OF„STATEÏATTORNEYSÌÌÌ€€(a)€€Motion€for€Special€AdmissionÌÌà ¸ à€€A€member€of€the€Bar€of€this€State€whoÏis€an€attorney€of€record€in€an€action€pendingÏin€any€court€of€this€Stateû€€€(û,ü€€€(ü€ò òoró ó€before€anÐ 0€ Ðadministrative€agency€of€this€State€or€any€ofÏits€political€subdivisions,€û€€€(ûor€representing€aÏclient€in€a€binding€arbitration,ü€€€(ü€may€move,€inÏwriting,€that€an€attorney€who€is€a€member€inÏgood€standing€of€the€Bar€of€another€state€beÏadmitted€to€practice€in€this€State€for€theÏlimited€purpose€of€appearing€andÏparticipating€in€the€action€as€co-counselÏwith€the€¢movant£.€€If€the€action€is€pending€inÏa€court,€the€motion€shall€be€filed€in€thatÏcourt.€€If€the€action€is€pending€before€anÏadministrative€agency€û€€€(ûor€arbitration€panelü€€€(ü,Ïthe€motion€shall€be€filed€in€the€circuitÏcourt€for€the€county€in€which€the€principalÏoffice€of€the€agency€is€located€û€€€(ûor€in€whichÏthe€arbitration€hearing€is€locatedü€€€(ü€or€in€anyÏother€circuit€to€which€the€action€may€beÏappealed€and€shall€include€the€¢movant£'sÏsigned€certification€that€copies€of€theÏmotion€have€been€furnished€to€the€agency€orÐ ð-@), Ðthe€arbitration€panel,€and€to€all€parties€ofÏrecord.€€ÌÌ€€(b)€€Certification€by€Out-of-State€AttorneyÌÌà ¸ à€€The€attorney€whose€special€admissionÏis€moved€shall€certify€in€writing€the€numberÏof€times€the€attorney€has€been€speciallyÏadmitted€during€the€twelve€months€immediatelyÏpreceding€the€filing€of€the€motion.€TheÏcertification€may€be€filed€as€a€separateÏpaper€or€may€be€included€in€the€motion€underÏan€appropriate€heading.€€ÌÌ€€(c)€€OrderÌÌà ¸ à€€The€court€by€order€may€admit€speciallyÏor€deny€the€special€admission€of€an€attorney.ÏIn€either€case,€the€clerk€shall€forward€aÏcopy€of€the€order€to€the€State€CourtÏAdministrator,€who€shall€maintain€a€docket€ofÏall€attorneys€granted€or€denied€specialÏadmission.€€When€the€order€grants€or€deniesÏthe€special€admission€of€an€attorney€in€anÏaction€pending€before€an€administrativeÏagency,€the€clerk€also€shall€forward€a€copyÏof€the€order€to€the€agency.€€ÌÌ€€(d)€€Limitations€on€Out-of-State€Attorney'sÏPracticeÌÌà ¸ à€€An€attorney€specially€admitted€may€actÏonly€as€co-counsel€for€a€party€represented€byÏan€attorney€of€record€in€the€action€who€isÏadmitted€to€practice€in€this€State.€€TheÏspecially€admitted€attorney€may€participateÏin€the€court€or€administrative€proceedingsÏonly€when€accompanied€by€the€MarylandÏattorney,€unless€the€latter's€presence€isÏwaived€by€the€judge€or€administrative€hearingÏofficer€presiding€over€the€action.€€AnyÏout-of-state€attorney€so€admitted€isÏsubjected€to€the€Maryland€Rules€ofÏProfessional€Conduct.€€ÌÐ ð-@), ÐCross€reference:€€See€Code,€BusinessÏOccupations€and€Professions€Article,€ðð10-215.ÌÌCommittee€note:€€The€Committee€has€notÏrecommended€a€numerical€limitation€on€theÏnumber€of€appearances€òòproóó€òò¢hac£óó€òòviceóó€to€beÐ ` ° Ðallowed€any€attorney.€€Specialized€expertiseÏof€out-of-state€attorneys€or€other€specialÏcircumstances€may€be€important€factors€to€beÏconsidered€by€judges€in€assessing€whetherÏMaryland€litigants€have€access€to€effectiveÏrepresentation.€€This€Rule€is€not€intended,Ïhowever,€to€permit€extensive€or€systematicÏpractice€by€attorneys€not€licensed€inÏMaryland.€€The€Committee€is€primarilyÏconcerned€with€assuring€professionalÏresponsibility€of€attorneys€in€Maryland€byÏavoiding€circumvention€of€Rule€13Ï(Out-of-State€Attorneys)€or€òòKemp€PontiacÐ à ÐCadillac,€Inc.€et€al€vs.€S€&€M€ConstructionÏCo.,€Inc.óó,€33€Md.€App.€516€(1976).€€TheÐ pÀ ÐCommittee€also€noted€that€payment€to€theÏClients'€Security€Trust€Fund€of€the€Bar€ofÏMaryland€by€an€attorney€admitted€speciallyÏfor€the€purposes€of€an€action€is€not€requiredÏby€existing€statute€or€rule€of€court.€€ÌÌSource:€€This€Rule€is€derived€from€formerÏRule€20.ÌÌÌÒ°` ÒÒ°` Òà  àBar€Admission€Rule€14€was€accompanied€by€the€followingÌÌReporterððs€Note.ÌÌÒ` °ÒÒ` °Òà ¸ àBecause€of€many€inquiries€to€the€RulesÏCommittee€Office€as€to€this€issue,€theÏAttorneys€Subcommittee€is€proposing€to€modifyÏRule€14€to€clarify€that€an€out„of„stateÏattorney€representing€a€client€in€a€bindingÏarbitration€in€Maryland€should€apply€for€òòproóóÐ 0*€%( Ðòò¢hac£óó€òòviceóó€admission€to€the€Maryland€Bar.€€ThisÐ  +p&) Ðwould€avoid€the€possibility€of€an€attorneyÏengaging€in€the€unauthorized€practice€of€law.ÌÐ ð-@), ЇÒ°` ÒÒ°` ÒÓÓà  àMr.€Titus€explained€that€there€has€been€some€uncertaintyÏregarding€whether€out„of„state€attorneys€representing€clients€inÏa€binding€arbitration€have€to€be€admitted€òòproóó€òò¢hac£óó€òòviceóó.€€€Ð pÀ ÐSenator€Stone€noted€that€this€does€not€apply€to€mediation.€€HeÏasked€about€non„binding€arbitration.€€Mr.€Titus€replied€that€ifÏthe€outcome€does€not€obligate€someone,€it€is€harmless.€€The€ChairÏsaid€that€an€out„of„state€attorney€cannot€represent€a€client,Ïunless€admitted€through€this€Rule.€€Judge€Heller€asked€ifÏrepresenting€a€client€in€any€alternative€dispute€resolutionÏprocess€is€the€practice€of€law.€€The€Reporter€responded€that€theÏMSBA€had€a€committee€studying€the€question€of€what€constitutesÏthe€practice€of€law.€€The€Chair€inquired€if€a€petition€for€òòproóóÐ P  Ðòò¢hac£óó€òòviceóó€has€to€be€filed€if€the€parties€agreed€that€the€disputeÐ 0€ Ðwill€be€arbitrated€at€a€certain€place€such€as€a€hotel,€theÏattorneys€are€from€Virginia€and€Washington,€D.C.,€and€there€is€noÏcase€pending.€€Mr.€Sykes€observed€that€he€is€subject€to€theÏMaryland€Rules€of€Professional€Conduct,€and€an€out„of„stateÏattorney€is€subject€to€his€or€her€stateððs€ethics€rules.€€Ìà  àMr.€Titus€commented€that€the€issue€is€whether€the€attorneyÏis€or€is€not€practicing€law€when€he€or€she€represents€someone€inÏa€binding€arbitration.€€The€Chair€suggested€that€the€followingÏlanguage€could€be€added€after€the€words€ð ðbinding€arbitrationðð:€Ð ,`'* Ðð ðin€an€action€pending€in€a€Maryland€court€or€before€anÐ ð-@), Ðadministrative€agency€of€this€State.ðð€€Mr.€Titus€disagreed,Ð ° Ðbecause€that€would€be€blessing€the€unauthorized€practice€of€law.€€ÏSenator€Stone€noted€that€this€change€could€be€applicable€before€aÏsuit€is€filed.€€Mr.€Sykes€pointed€out€that€this€could€be€a€trapÏfor€unwary€attorneys.€€He€said€that€if€the€arbitration€hearing€Ïwere€in€D.C.,€he€would€not€check€the€D.C.€rules.€€If€it€were€aÏCalifornia€case,€and€a€New€York€attorney€went€out€to€CaliforniaÏto€give€the€New€York€client€advice€in€a€connection€with€aÏCalifornia€proceeding,€it€is€not€clear€whether€a€rule€like€this€Ïwould€apply.€€Mr.€Titus€explained€that€the€purpose€of€theÏamendment€is€to€legitimize€what€is€actually€going€on.Ìà  àJudge€Heller€questioned€why€binding€and€non„bindingÏarbitration€is€being€distinguished.€€An€out„of„state€attorney€whoÏrepresents€a€client€in€a€non„binding€arbitration€should€be€heldÏto€the€same€standard.€€Mr.€Titus€answered€that€the€issue€is€whatÏis€the€practice€of€law.€€This€is€not€necessarily€the€issue€in€aÏnon„binding€arbitration.€€Judge€Heller€asked€why€mediation€andÏarbitration€are€distinguished.€€The€Chair€noted€that€a€MarylandÏattorney€who€goes€to€Nebraska€to€take€the€deposition€of€a€partyÏin€a€pending€Maryland€case€is€not€admitted€òòproóó€òò¢hac£óó€òòviceóó.€€Ð P( #& Ðà  àThe€Chair€suggested€that€after€the€word€ð ðclientðð€theÐ 0*€%( Ðfollowing€language€could€be€added:€€ð ðin€a€binding€arbitrationÐ ,`'* Ðproceeding€of€an€action€pending€in€a€court€or€administrativeÐ ð-@), Ðagency€of€this€State.ðð€€This€gives€the€attorney€a€place€to€fileÐ ° Ðthe€petition.€€Mr.€Titus€argued€that€the€proposed€Rule€changeÏgives€the€attorney€a€place€to€file.€€The€Chair€asked€if€the€RuleÏshould€provide€that€an€out„of„state€attorney€is€practicingÏMaryland€law€if€he€or€she€decides€to€arbitrate€the€case€at€aÏMaryland€hotel.€€Judge€Heller€commented€that€more€information€isÏneeded€as€to€what€the€case€law€is€interpreting€this.€€Mr.€TitusÏsuggested€that€the€Rule€could€apply€in€a€binding€arbitrationÏinvolving€the€application€of€Maryland€law.€€He€said€that€he€seesÏcases€from€administrative€agencies€which€are€disastrous.€€He€isÏaware€of€one€large€corporation€that€is€hiring€arbitrators€who€areÏnot€well€educated,€and€arbitration€is€spreading€like€wildfire.€ÏJudge€Heller€pointed€out€that€the€proposed€Rule€does€not€preventÏthat€corporation€from€hiring€bad€arbitrators.€€€Ìà  àMr.€Hochberg€commented€that€if€the€language€ð ðin€this€StateÐ ð@ Ðinvolving€the€application€of€Maryland€lawðð€is€added,€it€wouldÐ Ð  Ðbring€in€the€question€of€conflict€of€laws.€€The€Chair€said€thatÏthe€proceeding€involves€an€action€pending€before€a€court€orÏadministrative€agency€of€this€State.€€Mr.€Titus€argued€that€thereÏare€hundreds€of€arbitrations€independent€of€pending€cases.Ìà  àMr.€Titus€noted€that€the€current€Rule€asks€the€out„of„stateÏattorney€to€state€how€many€times€he€or€she€has€been€speciallyÏadmitted€and€whether€the€Maryland€attorney€must€accompany€theÐ ð-@), Ðout„of„state€attorney€in€the€proceedings.€€Judge€Johnson€saidÏthat€when€D.C.€attorneys€come€into€court,€he€evaluates€both€theÏMaryland€attorney€and€the€D.C.€attorney€before€he€makes€aÏdetermination.€€Mr.€Karceski€remarked€that€the€Maryland€attorneyÏhas€a€right€to€practice,€and€this€may€be€punishing€the€out„of„¼state€attorney.€€Judge€Johnson€responded€that€he€determines€this.€Ïà  àMr.€Titus€reiterated€that€this€is€an€unauthorized€practiceÏof€law€issue.€€The€Chair€noted€that€hidden€in€the€Rule€is€theÏprinciple€that€only€Maryland€attorneys€can€participate€in€bindingÏarbitration€proceedings€conducted€in€this€State.€€Mr.€TitusÏremarked€that€existing€law€would€say€that€a€deposition€is€theÏpractice€of€law.€€Judge€Heller€pointed€out€that€under€Title€17,Ïthere€is€a€definition€of€the€term€ð ðarbitration.ðð€€Arbitration€isÐ 0€ Ðvery€judicial,€and€the€reason€for€distinguishing€between€non„¼binding€and€binding€is€unclear.€€The€Chair€stated€that€the€issueÏof€the€unauthorized€practice€of€law€is€not€addressed€in€thisÏRule.€€The€Rule€should€not€tell€an€out„of„state€attorney€that€heÏor€she€cannot€arbitrate€in€Maryland.€€Mr.€Titus€commented€thatÏthe€proposed€change€to€add€the€language€ð ðin€this€State€involvingÐ p&À!$ Ðthe€application€of€Maryland€lawðð€would€preclude€the€need€to€referÐ P( #& Ðonly€to€binding€arbitration.€€The€definition€of€arbitration€is€inÏTitle€17.€€€Ìà  àThe€Chair€suggested€that€a€Committee€note€could€be€addedÐ ð-@), Ðwhich€states€that€the€term€ð ðarbitrationðð€is€defined€in€Rule€17„Ð ° Ð102€(b),€and€the€word€ð ðbindingðð€could€be€taken€out.€€Mr.€KarceskiÐ à Ðasked€if€the€language€ð ðthe€application€of€Maryland€lawðð€wouldÐ pÀ Ðcreate€problems.€€Ìà  àMr.€Klein€stated€that€with€respect€to€any€arbitrationñ½ñ€thatÏisñ½ñ€physically€held€in€Maryland,€unless€there€is€a€preexistingÏagreement€of€the€parties€to€apply€the€substantive€law€of€a€stateÏother€than€Mñ¸ñarylandñ¸ññ¾ñ,ñ¾ñ€then,€at€a€minimum,€because€Maryland€ñ¿ñwañ¿ññÀñiñÀñs€theÏforum€of€the€arbitration,€the€parties€necessarily€would€have€toÏapply€Maryland€ð ðchoice„of„lawðð€principles€in€order€to€determineÐ à Ðwhether€the€substantive€law€of€Maryland€or€some€other€stateÏshould€otherwise€govern€the€proceedings.€€Iñºñfñºññ»ñsñ»ñ€the€act€of€applyingÏMaryland€choice„of„law€rules€to€determine€what€stateððsÏsubstantive€ñ¼ñlaw€ñ¼ñgoverns€the€proceedings€the€type€of€ð ðapplicationÐ ` Ðof€Maryland€lawðð€that€the€Rule€is€intended€to€reach?€€If€it€isÐ ð@ Ðnot,€then€the€application€of€Maryland€choice„of„law€principlesÏshould€be€excluded€from€the€intended€scope€of€the€languageÐ °"  Ðð ðinvolving€application€of€Maryland€law.ððÐ $à" Ðñ¹ñà  àñ¹ñThe€Chair€said€that€if€anything€arises€during€the€proceedingÏthat€requires€Maryland€law€on€the€point,€it€would€involve€theÏapplication€of€Maryland€law.€€Mr€Hochberg€expressed€the€view€thatÏsimply€adding€the€language€ð ðin€this€Stateðð€is€sufficient.€€Mr.Ð ,`'* ÐKlein€noted€that€under€the€choice€of€law€rules,€unless€otherwiseÐ ð-@), Ðspecified€by€contract,€the€law€of€the€forum€in€which€the€case€isÏbeing€heard€applies.€€Mr.€Titus€moved€that€the€language€ð ðin€thisÐ à ÐState€involving€the€application€of€Maryland€lawðð€should€be€addedÐ pÀ Ðafter€the€word€ð ðarbitrationðð€in€the€fourth€line€of€the€Rule,€theÐ P   Ðword€ð ðbindingðð€is€to€be€removed,€and€a€Committee€note€is€to€beÐ 0 € Ðadded€referring€to€the€definition€of€ð ðarbitrationðð€in€Rule€17„102Ð `  Ð(b).€€The€motion€was€seconded,€and€it€passed€with€twoÏabstentions.ÌÓÓÌAgenda€Item€5.€€Continued€consideration€of:€Proposed€new€Rule€Ì€€8„605.1€(Reporting€of€Opinions€of€the€Court€of€Special€Appeals)Ì€€and€Proposed€amendments€to:€Rule€8„606€(Mandate)€and€Rule€8„113Ì€€(Court€papers€„€Duty€of€Clerk)Ì_________________________________________________________________ÌÌÓÓà  àMr.€Titus€presented€Rules€8„605.1,€8„113,€and€8„606€for€theÏCommitteeððs€consideration.€€ÌÒ` °ÒÒ` °ÒÓÓÔ‡ XÖXX XÖÔÌÌà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@Ø Ø ìàTITLE€8€„€APPELLATE€REVIEW€IN€THE€COURT€OF€à@@| | ìàˆ¼APPEALS€AND€COURT€OF€SPECIAL€APPEALSÌÌà@ìàCHAPTER€600€„€DISPOSITIONˆÌÌÌà ¸ àADD€new€Rule€8„605.1,€as€follows:ÌÌÌRule€8„605.1.€€REPORTING€OF€OPINIONS€OF€THEÏCOURT€OF€SPECIAL€APPEALSÌÌÌ€€(a)€€Publication€of€OpinionsÐ ð-@), Їà ¸ à€€The€Court€of€Special€Appeals€shallÏdesignate€for€publication€only€those€opinionsÏthat€are€of€substantial€interest€asÏprecedents.ÌÌ€€(b)€€Request€for€Publication€of€UnreportedÏOpinionÌÌà ¸ à€€At€any€time€prior€to€the€issuance€ofÏthe€mandate,€the€Court€of€Special€Appeals,€onÏits€own€initiative€or€at€the€request€of€aÏparty€or€nonparty€filed€prior€to€the€date€onÏwhich€the€mandate€is€due€to€be€issued,€mayÏdesignate€for€publication€an€opinion€that€wasÏpreviously€designated€as€unreported€at€theÏtime€that€it€was€filed.€€An€unreportedÏopinion€may€not€be€designated€for€publicationÏafter€the€issuance€of€the€mandate.ÌÌCross€reference:€€Rule€8„606€(f).ÌÌSource:€€This€Rule€is€derived€as€follows:Ì€€òòSection€(a)óó€is€derived€from€Rule€8„113€(a).Ð P  Ѐ€òòSection€(b)óó€is€new.Ð @ ÐÌÌÒ°` ÒÒ°` Òà  àRule€8„605.1€was€accompanied€by€the€following€ReporterððsÌÌNote.ÌÌÒ` °ÒÒ` °Òà ¸ àAt€the€suggestion€of€the€RulesÏCommittee,€the€Appellate€SubcommitteeÏproposes€adding€a€new€rule€which€providesÏthat€an€unreported€opinion€may€be€convertedÏto€a€reported€one€before€the€mandate€hasÏissued.€€This€avoids€the€unfair€situation€ofÏan€opinion€being€converted€from€unreported€toÏreported€when€it€is€too€late€for€the€otherÏparty€to€file€a€petition€for€a€writ€ofÏcertiorari.ÌÔ#† XÖXX XÖQ#ÔÌÌÌÌÐ ð-@), ЇÌÔ‡ XÖXX XÖÔñÁñÐ   ð ÐñÁñà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ  ð ÐÌà@Ø Ø ìàTITLE€8€„€APPELLATE€REVIEW€IN€THE€COURT€OF€à@@| | ìàˆ¼APPEALS€AND€COURT€OF€SPECIAL€APPEALSÌÌà@ìàCHAPTER€600€„€DISPOSITIONˆÌÌÌÌà ¸ àAMEND€Rule€8„606€to€add€a€new€sectionÏ(f)€providing€for€¢revisory£€power€of€anÏappellate€court€over€a€mandate,€as€follows:ÌÌÌRule€8-606.€€MANDATEÌÌÌ€€(a)€€To€Evidence€Order€of€the€CourtÌÌà ¸ à€€Any€disposition€of€an€appeal,Ïincluding€a€voluntary€dismissal,€shall€beÏevidenced€by€the€mandate€of€the€Court,€whichÏshall€be€certified€by€the€Clerk€under€theÏseal€of€the€Court€and€shall€constitute€theÏjudgment€of€the€Court.€€ÌÌ€€(b)€€Issuance€of€MandateÌÌà ¸ à€€Upon€a€voluntary€dismissal,€the€ClerkÏshall€issue€the€mandate€immediately.€€In€allÏother€cases,€unless€a€motion€forÏreconsideration€has€been€filed€or€the€CourtÏorders€otherwise,€the€Clerk€shall€issue€theÏmandate€upon€the€expiration€of€30€days€afterÏthe€filing€of€the€Court's€opinion€or€entry€ofÏthe€Court's€order.ÌÌ€€(c)€€To€Contain€Statement€of€CostsÌÌà ¸ à€€The€mandate€shall€contain€a€statementÏof€the€order€of€the€Court€assessing€costs€andÏthe€amount€of€the€costs€taxable€to€eachÏparty.€€ÌÐ ð-@), Ѐ€(d)€€Transmission€-€Mandate€and€Recorḋà ¸ à€€Upon€issuance€of€the€mandate,€theÏClerk€shall€transmit€it€to€the€appropriateÏlower€court.€€Unless€the€appellate€courtÏorders€otherwise,€the€original€papersÏcomprising€the€record€shall€be€transmittedÏwith€the€mandate.€ÌÌ€€(e)€€Effect€of€MandateÌÌà ¸ à€€Upon€receipt€of€the€mandate,€the€clerkÏof€the€lower€court€shall€enter€it€promptly€onÏthe€docket€and€the€lower€court€shall€proceedÏin€accordance€with€its€terms.€€Except€asÏotherwise€provided€in€Rule€8-611€(b),€theÏassessment€of€costs€in€the€mandate€shall€notÏbe€recorded€and€indexed€as€provided€by€RuleÏ2-601€(c).Ìò òÌQuery:€Should€section€(f)€encompass€all€ofÏthe€¢revisory£€powers€of€Rule€2„535,€with€theÏword€ð ðmandateðð€substituted€for€the€wordÐ pÀ Ðð ðjudgmentðð€wherever€it€appears?Ð `° Ðó óÌ€€û€€€(û(f)€€¢Revisory£€Powerü€€€(üÌÌà ¸ à€€û€€€(ûThe€court€on€its€own€initiative€or€onÏmotion€of€any€party€filed€at€any€time€mayÏexercise€¢revisory£€power€and€control€over€aÏmandate€in€case€of€fraud,€mistake,€orÏirregularity.ü€€€(üÌÌCross€reference:€€Code,€Courts€Article,Ïðð6-408.€€ÌÌSource:€€This€Rule€is€derived€from€formerÏRules€1076,€1077,€876,€and€877.€ÌÌÌÒ°` ÒÒ°` Òà  àRule€8„606€was€accompanied€by€the€following€Reporterððs€Note.ÌÌÒ` °ÒÒ` °Òà ¸ àIn€conjunction€with€the€addition€ofÏproposed€Rule€8„605.1,€the€AppellateÏSubcommittee€is€suggesting€that€a€new€sectionÏ(f)€be€added€to€Rule€8„606€to€clarify€thatÏthe€court€has€revisory€power€over€the€mandateÐ ð-@), Ðin€cases€of€fraud,€mistake,€or€irregularity.ÌÔ#† XÖXX XÖ‘#ÔÌÌÌÌÌÌÌà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÌÌà@È È ìàTITLE€8€„€APPELLATE€REVIEW€IN€COURT€OF€à@@| | ìàˆ¼APPEALS€AND€COURT€OF€SPECIAL€APPEALSÌÌà@l l ìàCHAPTER€100€„€GENERAL€PROVISIONSˆÌÌÌà ¸ àAMEND€Rule€8„113€by€removing€a€sentenceÏfrom€section€(a),€as€follows:ÌÌRule€8-113.€€COURT€PAPERS€„„€DUTY€OF€CLERKÌÌ€€(a)€€OpinionsÌÌà ¸ à€€All€opinions€of€the€Court€shall€beÏfiled€with€the€Clerk.€ò òThe€Court€of€SpecialÐ 0€ ÐAppeals€shall€designate€for€publication€onlyÏthose€opinions€that€have€substantial€generalÏinterest€as€precedent.ó ó€€The€Clerk€shallÐ P Ðdeliver€a€certified€copy€of€each€opinion€toÏbe€published€to€the€State€Reporter€forÏinclusion€in€the€State€Reports.€€ÌÌ€€(b)€€Record€on€AppealÌÌ€€€€(1)€€Request€by€Governor€-€Criminal€CasesÌÌà ¸ à€€€€When€requested€by€the€Governor,€theÏClerk€may€send€to€the€Governor€the€record€onÏappeal€in€a€criminal€case.€€The€Clerk€shallÏobtain€a€receipt.€€ÌÌ€€€€(2)€€For€Preparation€of€Record€ExtractÌÌà ¸ à€€€€When€necessary€for€preparation€of€aÏrecord€extract€and€on€request€of€a€party,€theÐ ð-@), ÐClerk€may€send€all€or€part€of€the€record€onÏappeal€to€a€commercial€printer€or€photocopierÏfor€reproduction.€€ÌÌ€€€€(3)€€Removal€to€State€ArchivesÌÌà ¸ à€€€€The€Clerk€shall€deliver€the€originalÏrecords€to€the€State€Archives€for€permanentÏretention€in€accordance€with€the€proceduresÏestablished€by€the€State€Archivist€andÏRecords€Management€Division.€€ÌÌ€€(c)€€Other€Court€PapersÌÌà ¸ à€€Except€as€otherwise€provided€in€thisÏRule,€the€Clerk€shall€not€release€anyÏoriginal€court€paper€without€permission€ofÏthe€Court€and€the€receipt€of€the€party€toÏwhom€it€is€delivered.€€ÌÌSource:€€This€Rule€is€derived€as€follows:€€Ì€€Section€(a)€is€derived€from€former€RulesÏ1092€a€and€b€and€891€a.€€Ì€€Section€(b)€is€derived€from€former€RulesÏ1091€a€and€891€b.€€Ì€€Section€(c)€is€derived€from€former€RulesÏ1091€b€and€891€c.€€ÌÌÌÒ°` ÒÒ°` Òà  àRule€8„113€was€accompanied€by€the€following€Reporterððs€Note.ÌÌÒ` °ÒÒ` °Òà ¸ àThe€Appellate€Subcommittee€isÏrecommending€the€deletion€of€the€secondÏsentence€in€section€(a)€and€its€transfer€toÏproposed€Rule€8„605.1.€€See€the€ReporterððsÏNote€to€proposed€Rule€8„605.1.ÌÌÌÒ°` ÒÒ°` ÒÓÓà  àMr.€Titus€explained€that€a€prominent€attorney€had€called€himÏbecause€after€the€attorney€lost€an€appellate€case,€the€attorneyÏdid€not€appeal€because€the€case€was€unreported.€€After€it€was€tooÏlate€for€the€attorney€to€appeal,€the€Court€of€Special€AppealsÐ ð-@), Ðdecided€to€publish€the€case.€€If€the€attorney€had€known€that€theÏcase€was€going€to€be€published,€the€attorney€would€have€noted€anÏappeal.€€The€suggestion€is€to€add€a€new€Rule€which€provides€thatÏbefore€the€mandate€is€issued,€anyone€can€ask€for€an€opinion€to€beÏpublished.€€At€the€last€discussion,€the€point€was€made€that€theÏrequest€for€publication€could€come€on€the€29òòthóó€day.€€If€so,€theÐ `  Ðmandate€would€not€be€issued.€€Rule€8„113€would€be€amended€to€takeÏout€the€second€sentence€of€section€(a)€providing€that€the€CourtÏof€Special€Appeals€designates€for€publication€only€opinions€ofÏsubstantial€general€interest€as€precedent.Ìà  àThe€Chair€said€that€if€an€attorney€is€involved€in€litigationÏand€would€like€his€or€her€case€as€precedent,€the€court€can€delayÏthe€issuance€of€the€mandate€if€the€request€to€publish€is€made€atÏthe€last€minute.€€This€gives€the€parties€time€to€deal€with€theÏmatter.€€Judge€Heller€asked€if€the€Rule€should€provide€that€theÏmandate€will€not€be€issued€when€there€is€a€late€request.€€Mr.ÏTitus€responded€that€it€was€too€difficult€to€draft€this€concept,Ïbecause€it€could€create€a€situation€where€people€deliberatelyÏmake€the€request€to€slow€the€proceedings€down.€€The€Chair€addedÏthat€if€the€request€to€publish€comes€on€the€29òòthóó€day,€the€courtÐ P( #& Ðcan€instruct€the€clerk€to€delay€the€mandate.€€Ìà  àMr.€Titus€directed€the€Committeeððs€attention€to€the€proposedÏamendment€to€Rule€8„606,€which€provides€that€the€court€canÐ ð-@), Ðexercise€control€over€the€mandate€in€case€of€fraud,€mistake,€orÏirregularity.€€There€is€no€time€limit€for€these€issues.€€TheÏChair€observed€that€Rule€2„535€provides€that€the€court,€on€theÏmotion€of€any€party,€can€exercise€revisory€power.€€The€proposedÏamendment€to€Rule€8„606€allows€the€court€to€exercise€the€power€onÏits€own€motion,€as€well€as€on€motion€of€a€party.€€There€being€noÏchanges€suggested,€proposed€new€Rule€8„605.1€and€the€proposedÏamendments€to€Rules€8„113€and€8„606€were€approved€as€presented.Ìà  àThe€Chair€adjourned€the€meeting.Ì