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STANDING COMMITTEE ON RULES OF PRACTICE AND PROCEDURE

NOTICE OF PROPOSED RULES CHANGES

The Rules Committee has submitted its Two Hundred and TwentySeventh Report to the Supreme Court of Maryland, transmitting thereby

proposed new Title 16, Chapter 900, Division 5 (Other Requests); proposed new

Rules 1-315, 8-306, 9-103.1, 10-304.2, and 16-942; proposed amendments to

current Rules 2-305, 2-512, 2-601, 2-625, 2-643, 2-645, 3-305, 3-505, 3-601,

3-621, 3-625, 3-643, 3-645, 4-215, 4-508.1, 4-512, 6-121, 7-501, 8-111,

8-301, 8-305, 8-422, 8-502, 8-503, 8-504, 8-523, 9-102, 9-103, 9-105, 9-107,

9-109, 9-111, 9-112, 9-204.1, 9-204.2, 9-206, 9-301, 10-711, 11-112, 11-220,

11-410, 11-503, 12-103, 15-901, 16-104, 16-203, 16-204, 16-301, 16-406,

16-904, 16-912, 16-914, 16-915, 18-305, 19-409, 19-503, 19-606, 19-728,

20-106, 20-203, 20-205, 20-403, 20-404, and 20-504; proposed re-numbering

of Rule 16-934; and proposed amendments to Form 11-309.

The Committee’s Two Hundred and Twenty-Seventh Report and the

proposed Rules changes are set forth below.

Interested persons are asked to consider the Committee’s Report and

proposed Rules changes and to forward on or before January 20, 2026 any

written comments they may wish to make to rules@mdcourts.gov or:

Sandra F. Haines, Esquire

Reporter, Rules Committee

580 Taylor Avenue, Judiciary A-POD

Annapolis, Maryland 21401

Gregory Hilton

Clerk

Supreme Court of Maryland

THE SUPREME COURT OF MARYLAND

STANDING COMMITTEE ON RULES OF PRACTICE AND PROCEDURE

Hon. YVETTE M. BRYANT, Chair

Hon. DOUGLAS R.M. NAZARIAN, Vice Chair

SANDRA F. HAINES, Reporter

COLBY L. SCHMIDT, Deputy Reporter

HEATHER COBUN, Assistant Reporter

MEREDITH A. DRUMMOND, Assistant Reporter

Judiciary A-POD

580 Taylor Avenue

Annapolis, Maryland 21401

(410) 260-3630

EMAIL: rules@mdcourts.gov

December 17, 2025

The Honorable Matthew J. Fader,

Chief Justice

The Honorable Shirley M. Watts

The Honorable Brynja M. Booth

The Honorable Jonathan Biran

The Honorable Steven B. Gould

The Honorable Angela M. Eaves

The Honorable Peter K. Killough,

Justices

The Supreme Court of Maryland

Robert C. Murphy Courts of Appeal Building

Annapolis, Maryland 21401

Honorable Justices:

The Rules Committee submits this, its Two Hundred and TwentySeventh Report, and recommends that the Court adopt the new Rules, new

Division, and proposed amendments to existing Rules and a Form in the

thirteen categories submitted in this Report.

CATEGORY ONE – RECUSAL

Proposed new Rule 1-315 implements a recommendation made by the

Committee on Equal Justice’s (the “EJC”) Rules Review Subcommittee. The

subcommittee noted that the only Rule addressing recusal appeared in Title 3,

leaving individuals in the circuit courts and appellate courts without clear

direction. For additional guidance, the Rules Committee proposes new Rule 1315 to advise litigants that a recusal request may be made of any Maryland

judge or judicial appointee. Unlike Rule 3-505, which prescribes the specific

procedure applicable to recusal of judges of the District Court, and in

recognition of the fact that various circuit and appellate courts may follow

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different reassignment procedures, the new Rule seeks to make clear that

litigants may seek recusal; however, the Committee does not recommend

outlining a specific procedure, as outlined in Rule 3-505.

Should the Court adopt proposed Rule 1-315, the Committee

recommends a conforming amendment to Rule 3-505 that references Rule 1315 and contains a stylistic change.

CATEGORY TWO – JUDGMENTS

Money Judgments from Medical Debt

Proposed amendments in Titles 2 and 3 are the result of action taken by

the General Assembly through Chapters 497/498, 2025 Laws of Maryland (SB

439/HB 428), adding a requirement to Code, Courts Article § 11-402 that a

complaint seeking judgment for a medical debt must so indicate. The

complaint must also state the defendant’s primary residence because the

legislation provides that a money judgment for medical debt does not create a

lien on the debtor’s primary residence. The new requirements are effective

after October 1, 2025.

Proposed amendments to Rule 2-305 reorganize the Rule by creating

sections and subsections. New language addresses the new requirements for a

complaint if a demand for money judgment seeks payment of medical debt.

The cross reference at the end of the Rule is expanded to include a citation to

Code, Courts Article, § 11-402(b). Parallel amendments are proposed to Rule

3-305 concerning pleadings in the District Court.

A proposed amendment to Rule 2-601 adds a new subsection that

requires the court, when entering a judgment in an action commenced on or

after October 1, 2025, to state whether the complaint indicated that a money

judgment for medical debt was sought. A new cross reference explains the

statutory basis for the requirement.

Rules 3-601 and 3-621 are amended also to acknowledge that the new

legislation provides that a judgment for medical debt does not constitute a lien

on owner-occupied real property in an action commenced on or after October 1,

2025.

Renewal of Money Judgments

Following release of the EJC’s report in March 2023, the Rules

Committee’s Judgments Subcommittee examined whether any Rules changes

were warranted and deferred action pending further discussion with

stakeholders and other interested parties. In 2024, consumer rights advocates,

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via the Administrative Office of the Court’s Access to Justice office, raised a

concern about the judgment renewal process.

The EJC recommended either that a party seeking to renew a judgment

following expiration of the 12-year period set forth in Code, Courts Article § 5102 specify the attempts made to collect the debt in the interim, or that the

court limit the number of times a judgment creditor may renew a judgment.

Specifically, advocates contended that requiring creditors to take steps to

collect the debt might reveal problems sooner, in addition to tamping down on

the high amount of interest that accrues over the years. Additionally, some

argued that the decision to “sit on” a debt for years was deliberate, with the

intent to allow accumulation of interest, an allegation with which the creditors’

bar disagreed. Nevertheless, representatives of the creditors’ bar indicated that

an amendment limiting a creditor to one judgment renewal would not be

unreasonable.

Proposed amendments to Rules 2-625 and 3-625 would require the

Supreme Court to make a policy change for judgments entered after the

effective date of the changes. For existing judgments, there would be no

procedural change.

Release of Property from Levy

Proposed modifications to Rules 2-643 and 3-643 emanate from an EJC

recommendation. Amendments are offered to distinguish between when a

court is required to release property from levy, such as when a judgment has

been vacated or expired or is exempt from levy, and when the court has

discretion to release property.

Additionally, subsection (d)(2) would permit a court to release funds in

deposit accounts where a debtor elects to assert the statutory exemption. As

proposed, in an effort to alleviate economic stress experienced by the debtor,

the Rule would allow a court, upon motion, to release exempt funds, in an

amount up to but not exceeding the statutory maximum, without awaiting a

response from the judgment creditor. Under the proposed Rule, if a party

requests a hearing, the court is only required to hold a hearing if the party is

entitled to a hearing.

Garnishments

Proposed amendments to Rules 2-645 and 3-645, also resulting from

EJC recommendations, add statutory references concerning the $500

exemption applicable to garnishments without any action by the judgment

debtor.

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CATEGORY THREE – DISCHARGE OF COUNSEL

The proposed amendment to Rule 4-215 is an attempt to provide

guidance, through caselaw, on the procedure a trial judge should follow when

an individual seeks to discharge counsel in a criminal action. In Dykes v.

State, 444 Md. 642 (2015), Justice Watts, in her concurrence, suggested that

the Rules Committee consider providing guidance to trial judges, particularly

where a defendant presents a meritorious reason for discharging counsel.

When weighing whether to outline a specific guidepost versus whether to

provide a cross reference, the Rules Committee determined that guidance

through citation to caselaw should suffice.

CATEGORY FOUR – ORPHANS’ COURT

Rule 6-121

At the request of Orphans’ Court judges, Registers of Wills, and the

Estate and Trust Law Section of the Maryland State Bar Association (“MSBA”),

the Rules Committee recommends amendments to Rule 6-121. The Committee

learned that individuals file documents of all shapes and sizes, and that often

documents are illegible due to font size, handwriting, and landscape

orientation. In an effort to eliminate the problem of illegibility, changes are

recommended to standardize font size and margin width, and to require that

documents be submitted using indelible ink and in portrait orientation.

Recognizing that standardized forms used by Registers of Wills may be

formatted differently, the proposed changes do not apply to forms appearing on

the Registers of Wills’ website.

Rule 7-501

At the request of Orphans’ Court judges, Registers of Wills, and the

MSBA’s Estate and Trust Law Section, the Rules Committee recommends

amendments to Rule 7-501. The problem identified for the Committee is that

litigants in Orphans’ Courts seek to take appeals from unappealable orders. In

an effort to distinguish between unappealable and appealable orders, those

stakeholders request a change to the Rule.

CATEGORY FIVE – DIRECT APPEAL TO THE SUPREME COURT

Proposed New Rule 8-306

At the request of the Chief Justice of the Supreme Court and the Clerk of

the Supreme Court, the Committee considered and recommends adoption of

new Rule 8-306 (Direct Appeal to Supreme Court). The Rule has at its aim,

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clarifying the procedures governing direct appeals to the Supreme Court. In an

effort to provide guidance to litigants, a cross reference provides examples, not

designed to be all-inclusive, of statutes permitting direct appeal to the Supreme

Court.

Rules 8-301, 8-504, 8-523, and 16-406

Should the Court adopt proposed new Rule 8-306, the Rules Committee

proposes amending Rule 8-301 to provide a reference to that Rule. The

Committee also recommends conforming amendments to Rules 8-504 and 8523 to guide individuals to new Rule 8-306. Additionally, as to Rule 16-406, a

new section is proposed, to add to the list of filings a notice of appeal to the

Supreme Court. The amendment also seeks to clarify that the provision

pertaining to Information Reports remains applicable only to appeals to the

Appellate Court.

CATEGORY SIX – OTHER APPELLATE RULES

Rule 8-111

The proposed amendment to Rule 8-111 is a housekeeping amendment

designed to conform section (c) to the current version of Code, Criminal

Procedure, § 11-103(b), as amended in 2013, to permit a victim to appeal from

a final order, without leave from the Appellate Court. Additionally, as a matter

of style, the Committee recommends removing the reference to Rule 8-204,

since having the reference may lead a reader to believe the Appellate Court still

must grant leave.

Rule 8-305

Proposed amendments to Rule 8-305 result from a request from the

Clerk of the Supreme Court. The amendments are designed to conform the

Rule to a Memorandum of Understanding between the U.S. District Court for

the District of Maryland and the Supreme Court of Maryland, and to outline

the procedures to be followed by the Clerk where the District Court seeks a

certification order.

Rules 8-502, 20-403, and 20-404

Proposed amendments to 8-502, which would reduce from eight to five

the number of copies of briefs parties are required to file in the Appellate Court,

and from two to one the number of copies parties are required to serve on other

parties, is offered as a cost-cutting measure. Proposed amendments to Rules

20-403 and 20-404 conform the Rules to amended Rule 8-502.

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Rule 8-503

The first proposed amendment to Rule 8-503 emanates from a

discrepancy between the 3900-word limit in Rule 8-503 (d)(4)(B) for an amicus

curiae supporting or opposing a petition for certiorari or other extraordinary

writ and the word count provision in Rule 8-511 (e)(4) of 1900 words.

Additionally, new subsection (d)(5) is proposed in an effort to clarify that,

while an image may be used in a brief for demonstrative purposes, a party may

not use an image to circumvent word count restrictions. The Committee

considered whether words appearing on images should be included within the

word count. Having learned that current technology does not allow words

within the image to be counted easily, the Committee opted to emphasize that

the words in the image must not be used improperly.

CATEGORY SEVEN – THE WILKINSON ACT

Rule 16-941

The language in proposed Rule 16-941 is not new language. Rather, it is

the language of current Rule 16-934 (Case Records – Court Orders Denying or

Permitting Inspection Not Otherwise Authorized by Rule). Rule 16-934

currently resides in Division 4 – Resolution of Disputes, along with Rules that

govern the procedure for disputes resulting from decisions records custodians

make on whether to permit or deny access. The Committee determined that

Rule 16-934 should be relocated, in its entirety, and renumbered as Rule 16941.

Proposed New Rule 16-942

Proposed Rule 16-942 extends the protections of the Judge Andrew F.

Wilkinson Judicial Security Act (the Act) to publicly available court records.

Although the Act established the Office of Information Privacy in the

Administrative Office of the Courts (the “AOC”), allowed for current and retired

judicial officers and their families to seek removal from the public arena of

certain personal information, and created a judicial address confidentiality

program, the Act does not apply to public case records.

In response to concerns judicial officers expressed about having personal

information appear in court records due to having been private parties in a

case, the AOC requested that the Rules Committee consider a proposed Rule

that would permit individuals protected by the Act to request shielding from

public-facing judiciary systems. New Rule 16-942 is intended to address the

concern.

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A “protected party,” as defined by the Act, may request shielding of

personal information contained in a case record. As is the case with any other

request for shielding, the Clerk of Court is required automatically to shield the

record for a period of five days in order to allow for consideration of the

shielding request. If the request is granted, the Clerk of Court is required to

redact personal information from a case record subject to inspection and shield

the unredacted portion of the record. In an ongoing case, the onus rests with

the parties to redact personal information from future filings, as well as file

redacted and unredacted versions of documents containing personal

information.

Rules 2-512, 15-901, 16-203, 16-204, 16-904, 16-914, 16-915, 20-203, and

20-504

Rules 2-512, 15-901, 16-203, 16-204, 16-904, 16-914, 16-915, 20-203,

and 20-504 contain proposed amendments to conform to the renumbering of

Rule 16-934 to Rule 16-941 and the addition of new Rule 16-942.

CATEGORY EIGHT – ENFORCEMENT OF ATTORNEYS’ OBLIGATIONS

As to each of the Rules in this category, the Committee proposes

amendments designed to update and streamline attorneys’ annual professional

requirements. Currently, attorneys must meet four obligations to continue

practicing law, including payment of the annual Client Protection Fund (“CPF”)

assessment, verification of the attorney’s Tax Identification Number (“TIN”), if

applicable, submitting a report on pro bono activities, and reporting

information concerning the attorney’s Interest on Lawyers’ Trust Accounts

(“IOLTA”) compliance.

An attorney who fails to pay the CPF assessment or report a TIN is

subject to “temporary suspension.” An attorney who fails to file the pro bono

or IOLTA report is subject to “decertification.”

Currently, the CPF payment, TIN verification, and submission of reports

are due at the same time, and attorneys receive one notice encompassing all

four requirements, all of which must be completed through the Attorney

Information System (“AIS”).

The Clerk of the Supreme Court, along with the Executive Director of the

Client Protection Fund, the Executive Director of the Maryland Legal Services

Corporation, and the Director of the AOC’s Access to Justice department

recommend amendments to Title 19 that reflect current practices, apply the

same status to all violations, require the same procedure for curing any

default, standardize the reinstatement process, and correct errors in the

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existing Rules. The Rules Committee recommends amending the Rules to meet

the goals stated by the proponents of these changes.

The Committee agrees that while a “suspension” is appropriate for failure

to meet reporting guidelines, the Rules should be amended to clarify that the

suspension is in the nature of an administrative, rather than a disciplinary,

suspension by indicating in the Rules that the attorney is “administratively”

suspended, rather than “temporarily” suspended.

Rule 19-409

In addition to stylistic changes, the Committee recommends deleting the

definition of the “Client Protection Fund” from section (a), as the definition is

superfluous and does not appear in Rule 19-409.

Proposed amendments to subsection (c)(2), pertaining to the IOLTA

Compliance Report, place the onus upon the State Court Administrator to send

notice to active attorneys to timely file the report on a form approved by the

State Court Administrator, in consultation with the Maryland Legal Services

Corporation.

An amendment to subsection (c)(3) clarifies that, where a law firm has a

reporting attorney, the non-reporting attorneys in the firm need not include

account information for a shared law firm IOLTA account.

Additions and deletions to section (d) set forth a clearer process for

administrative suspension and reinstatement of defaulting attorneys, replacing

the current procedure related to decertification. Amendments to subsection

(d)(1) place upon the State Court Administrator the onus to notify attorneys of

a default and advise that failure to cure the default will result in administrative

suspension. The Committee recommends eliminating existing subsection (5)(B)

which currently provides for additional notice to defaulting attorneys through

means other than electronic notice.

Proposed amendments to subsection (d)(2) place the onus upon the State

Court Administrator to provide the list of defaulting attorneys to the Supreme

Court and to update the information required in the list.

Pursuant to amendments in subsection (d)(3), the Supreme Court will

issue administrative suspension orders, if satisfied that proper notice was given

to the defaulting attorneys. The Clerk of Court will then make the appropriate

notifications of the administrative suspensions.

New subsection (d)(4) clarifies that an administratively suspended

attorney may not practice law unless restored to good standing. An attorney

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who practices law while administratively suspended may face a contempt

action, in addition to any other remedy or sanction provided by law.

New subsection (d)(5)(A) provides that, once an attorney cures the

default, the State Court Administrator will notify the Supreme Court and

request that the Court terminate the administrative suspension. Proposed new

subsection (d)(5)(B) provides for reinstatement by the Supreme Court upon

payment of any reinstatement fee.

Proposed subsection (d)(5)(C) indicates an attorney who has been

administratively suspended for failure to file the IOLTA report is not required to

disclose the suspension as a disciplinary action or remedial proceeding.

The elimination of current subsections (c)(5)(E) and (c)(5)(F) divests the

AOC of the obligation to send notice of decertification to noncompliant

attorneys and requests for recertification to the Supreme Court since those

actions will now be taken by the State Court Administrator.

An amendment to section (e) clarifies that IOLTA reports are confidential

and not subject to disclosure under Title 16, Chapter 900 of the Rules.

Section (f) places upon the AOC the obligation to share with the

Maryland Legal Services Corporation all information from the IOLTA

compliance reports.

Rules 19-503 and 19-606

Proposed modifications to Rule 19-503 about the reporting of pro bono

activities follow in the same vein as the previous modifications to the IOLTA

reporting rules and consequences from the failure to report. The amendments

parallel the changes to Rule 19-409, reflecting current practices, applying the

same administrative suspension for noncompliance, and creating the same

process for reinstatement after curing a default.

Amendments to Rule 19-606 match modifications to the other reporting

Rules. Although the Rule’s structure differs from that of Rules 19-409 and 19503, Rule 19-606 also is amended to sanction a failure to pay the CPF

assessment or report a TIN, if applicable, by administrative suspension. The

process for reinstatement after curing a default is also streamlined to parallel

the process set forth in the other reporting Rules.

CATEGORY NINE – MOTIONS IN THE SUPREME COURT

Having considered a request from the Clerk of the Supreme Court, the

Committee proposes amending section (b) of Rule 19-728 to include motions in

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the list of filings a party may submit within 30 days of service of notice that the

Clerk of the Supreme Court received the record in disciplinary proceedings.

The Committee also proposes an amendment to section (c) to require

parties to respond to motions within 15 days of service.

CATEGORY TEN – MDEC

Rule 20-106

Based upon concerns raised by the Major Projects Committee, the Rules

Committee proposes amendments to subsection (a)(3) of Rule 20-106 regarding

self-represented litigants. Problems that arise when self-represented litigants

switch between electronic and paper filings should be rectified if the Court

implements the proposed amendments. With the amendments, a selfrepresented litigant who is a registered user of MDEC may elect to file either

electronically or in paper form. Once the election is made, absent a good cause

showing, the self-represented litigant must use the same format throughout

the course of the proceedings.

Rule 20-205

Proposed amendments to Rule 20-205 are designed to address a gap in

the MDEC Rules regarding service of electronic submissions. The amendments

clarify that the Clerk of Court bears responsibility for causing the system to

serve court orders and communications on registered users who are entitled to

service. Likewise, the amendments are designed to clarify that the filer bears

responsibility for causing the system to serve electronically submissions on

registered users who are entitled to service.

The Committee was advised that some users neglect to direct MDEC to

serve filings electronically. The existing language of Rule 20-205, which reads

“the MDEC system shall electronically serve” certain submissions, does not

reference the duty of the filer to cause the service. The proposed language is

designed to fill this gap, as well as ensure that the filer understands the

obligation to serve anyone who is not a registered user in accordance with Rule

1-321.

CATEGORY ELEVEN – FAMILY LAW

Adult Adoption Rules

Several proposed amendments to Title 9 of the Rules implement Chapter

501, 2025 Laws of Maryland (HB 243). The law exempts adult adoption

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proceedings from the consent and show cause requirements of Code, Family

Law Article, Title 5, Subtitle 3B.

To address this legislation and account for the differences between the

adoption of a minor and the adoption of an adult, a separate petition for an

adult adoption is proposed in new Rule 9-103.1. Most notably, the legislation

eliminates the requirement that an adult adoption petition include consents.

The Rules Committee considered the public policy implications of this change,

including the possibility of fraud or undue influence, the estate planning

implications for biological parents of the adoptee, and the absence of the

consent of the adoptee. Accordingly, the new Rule requires the adoptee to join

in an adult adoption petition and requires the petition to state the name and

last known address of the adoptee’s living parents so that the court may send

notice of the judgment of adoption.

The remaining proposed amendments in this category reflect the new

distinctions between the adoption of an adult and the adoption of a minor. An

amendment to Rule 9-102 clarifies that the provisions of Code, Family Law

Article, Title 5, Subtitle 3B apply only to the adoption of a minor. A new

section (a) is added to Rule 9-103 clarifying the applicability of the Rule, and a

cross reference notes that adult adoptions are addressed in new Rule 9-103.1.

A new Committee note in Rule 9-107 explains that, while a living parent of an

adult adoptee has no statutory right to file an objection, there is nothing in the

Rules precluding the filing of a motion to intervene. Rule 9-111 is proposed to

be amended to add new section (g) pertaining to notice sent to a living parent

after the entry of a judgment of adoption of an adult adoptee. Amendments to

Rule 9-112 clarify access to court records in an adult adoption proceeding.

Rule 16-914 is amended also to reflect that Rule 9-112 no longer will prohibit

inspection of docket entries, indices, or judgments in an adult adoption

proceeding.

The proposed amendment to Rule 9-105 is conforming only. A

“housekeeping” amendment is proposed to Rule 9-109.

Best Interest Factors

Amendments are proposed to Rule 9-204.1 and 9-204.2 to address

Chapters 483/484, 2025 Laws of Maryland (HB 1191/SB 458). The legislation

sets forth the factors that a court may consider when determining the legal and

physical custody of a child.

Changes to Rule 9-204.1 include an amendment to section (b) to permit

the parenting plan instructions and forms, in either paper or electronic format,

to be provided to the parties before their first court appearance. Amendments

to section (c) conform the language of the Rule to the new statutory language.

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Amendments to Rule 9-204.2 also implement the new legislation.

Although the legislation provides that the court “may consider” the listed

factors, it also requires the court to make findings as to each factor.

Accordingly, the Committee recommends amending Rule 9-204.2 (d) to state

that the court must “address” the statutory factors, which may include a

statement that a factor is inapplicable given the facts of a particular case, and

to articulate findings in accordance with the statute.

Child Support Multifamily Adjustment

In Chapter 532, 2025 Laws of Maryland (HB 275), the General Assembly

amended the definition of the “adjusted actual income” of a parent for purposes

of child support to include an adjustment for other children in the home of a

parent if the parent owes a duty of support to the other children. This is

considered a “multifamily adjustment.”

Proposed amendments to Rule 9-206 conform the Rule to the statutory

changes. The definition of “multifamily adjustment” is added as new

subsection (a)(1), and a Committee note explains that the adjustment is

calculated pursuant to the statute. Additional amendments to the worksheets

contained within the Rule reflect the impact of the new adjustment.

Name Change of Minor

A proposed amendment to Rule 15-901 adds a cross reference to In the

Matter of Becker, 265 Md. App. 301 (2025). In the case, a parent petitioned to

change a child’s surname after the child’s name was mutually agreed to at

birth. Because this topic has limited relevant published case law, the

Committee proposes a cross reference to the opinion.

CATEGORY TWELVE – SPECIFIC TRANSACTIONS

Proposed new Rule 10-304.2 was suggested by the Guardianship &

Vulnerable Adult Workgroup of the Judicial Council’s Domestic Law Committee

to provide guidance to courts on ordering a specific transaction. A transaction

related to the property, service, or care of a minor or disabled person may be

authorized by a court, without the appointment of a guardian, pursuant to

Code, Estates and Trusts Article, § 13-204.

Rule 10-304.2 aims to standardize motions and court processes for

specific transactions by setting forth the required contents of a motion,

establishing the need for a hearing before ordering a specific transaction, and

delineating the process for expedited hearings. The Rule also specifies the

findings that must be made, the contents of an order by the court, and the

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processes for modification or termination of authority. Payment of a

reasonable and necessary fee is permitted as set forth in the Rule.

CATEGORY THIRTEEN – ADMINISTRATIVE AND “HOUSEKEEPING”

The remaining proposed amendments are administrative or address

“housekeeping” matters.

Amendments to Rules 4-508.1 and 4-512 involve updates to crossreferences resulting from enactment of the Expungement Reform Act of 2025

(Chapter 95, 2025 Laws of Maryland (SB 432).

The amendment to Rule 8-422 corrects the title of an Article of the Code

that appears in the cross reference after subsection (a)(1), in that the title is

now “Alcoholic Beverages and Cannabis Article.”

The amendment to Rule 9-301 updates the cross reference to reflect

changes to Code, Family Law Article, § 4-501 resulting from the addition of a

new definition by Chapters 530/531, 2025 Laws of Maryland (HB 533/SB

273).

The amendment to Rule 10-711, by way of expanding the cross reference

at the end of the Rule, references action taken by the General Assembly

through Chapters 228/229, 2025 Laws of Maryland (HB 146/SB 126). As a

result of the legislation, a trustee now may resign with 30 days’ notice, which is

an alternative to court approval. The amendment references, as well as

highlights, the new legislation.

The amendment to Rule 11-112 updates the statutory language quoted

in the Committee note. The legislature recently amended the statute in

Chapter 434, 2025 Laws of Maryland (HB 1473), changing the language cited

in Rule 11-112.

Amendments to Rules 11-220 and 11-503 are necessitated by Chapters

261/262, 2025 Laws of Maryland (SB 280/HB 1060) in which the legislature

added a new section and re-lettered subsequent sections in Code, Courts

Article, § 3-804.

The amendment to Form 11-309 will allow for correction of a numbering

error as well as unintended deletion of the oath above the signature block when

the Rule was re-codified in the 208th Report.

The amendment to Rule 11-410 corrects a statutory reference in the

cross reference following subsection (f)(1)(C).

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The amendment to Rule 12-103 updates the cross reference to Code,

Real Property Article, § 3-105 after Chapters 65/66, 2025 Laws of Maryland

(HB 347/SB 150) deleted a section from the Code.

The amendment to Rule 16-104 resulted from a request from the Chair of

the Conference of Circuit Judges, who noted that Circuit Administrative Judges

lacked the ability to designate another County Administrative Judge within the

same circuit to serve as Acting Circuit Administrative Judge in the Circuit

Administrative Judge’s temporary absence. New section (c) seeks to rectify the

problem.

The amendment to Rule 16-301 updates a cross reference, the result of

an amendment to § 8-101 of the Courts Article through Chapter 137, 2025

Laws of Maryland (HB 1440).

The amendment to Rule 16-912 involves a revision to section (d) that will

exclude from public inspection a Social Security number that appears in a

domestic partnership record. The amendment is in response to Chapters

226/227, 2025 Laws of Maryland (HB 323/SB 286), through which the

legislature updated information required to be provided in a declaration of

domestic partnership filed with the Register of Wills to include a Social Security

number.

A housekeeping amendment is proposed in Rule 18-305 to replace

incorrect references to Rules 18-703 and 18-704 with the correct references to

Rules 18-603 and 18-604.

For the further guidance of the Court and the public, following the

proposed amendments to each existing Rule is a Reporter’s note describing in

further detail the reasons for the proposals. We caution that the Reporter’s

notes are not part of the Rules, have not been debated or approved by the

Committee, and are not to be regarded as any kind of official comment or

interpretation. They are included solely to assist the Court in understanding

some of the reasons for the proposed changes.

Respectfully Submitted,

/s/

Yvette M. Bryant

Chair

cc: Hon. Douglas R. M. Nazarian, Vice Chair

Greg Hilton, Clerk

14

RULE 1-315

MARYLAND RULES OF PROCEDURE

TITLE 1 – GENERAL PROVISIONS

CHAPTER 300 – GENERAL PROVISIONS

ADD new Rule 1-315, as follows:

Rule 1-315. REQUEST FOR RECUSAL

(a) Request

A party asserting that a fair and impartial proceeding cannot be had

before the judge or judicial appointee to whom the proceeding has been

assigned may request that the judge or judicial appointee recuse.

Cross reference: For the obligation of judges to recuse, see Md. Const. Art. IV,

§ 7 and Rule 18-102.11. For the obligation of judicial appointees to recuse, see

Rule 18-202.11.

(b) Reassignment

If the judge or judicial appointee grants the request, the proceeding shall

be reassigned in the court where the action is pending in accordance with the

assignment policies and procedures of that court.

Cross reference: For recusal and reassignment in District Court proceedings,

see Rules 3-505 and 4-254 (a). For assignment of proceedings in the circuit

courts, see Rule 16-302. For assignment of proceedings in the courts of this

State, generally, see the Rules in Title 16, Chapter 100.

Source: This Rule is derived in part from Rule 3-505 (a) and is in part new.

15

RULE 1-315

REPORTER’S NOTE

Proposed new Rule 1-315 implements a recommendation in the Report

and Recommendations of the Committee on Equal Justice Rules Review

Subcommittee (“the EJC Report”).

The EJC Report briefly discusses the issue of judicial recusal, which is

addressed in detail in the Code of Judicial Conduct. Rule 18-102.11 provides

that judges must recuse themselves under certain circumstances and suggests

in its comments that, “A judge should disclose on the record information that

the judge believes the parties or their attorneys might reasonably consider

relevant to a possible motion for disqualification, even if the judge believes

there is no basis for disqualification.”

The EJC Report notes that Rule 3-505 is the only Rule that discusses the

procedure for requesting recusal and the EJC Report proposes that the

Committee “consider moving Rule 3-505 to Title 1 of the rules and reword it to

make clear that it applies to all judges in all courts.”

Proposed new Rule 1-315 is derived from Rule 3-505 (a). Section (a) of

new Rule 1-315 contains the provision that a party may request a judge or

judicial appointee to recuse if the party believes a fair and impartial trial

cannot be had before that judge or judicial appointee. A cross reference to the

Maryland Constitution and the Title 18 Rules governing disqualification of

judges and judicial appointees follows section (a).

Rather than set forth the administrative procedure for reassignment in

each court (e.g., by the administrative judge or that judge’s designee in the

District Court and the circuit courts, by the Chief Judge in the Appellate

Court), section (b) of new Rule 1-315 provides that reassignment shall be done

in accordance with the policies of the court. The various courts in the State

have established methods of dealing with reassignment when there is a recusal

or disqualification and there is no indication that those procedures are

insufficient. Because the intent of the Rule is to highlight for the public the

option of requesting recusal, section (b) simply refers to the assignment policies

and procedures of the court where the action is pending.

16

RULE 3-505

MARYLAND RULES OF PROCEDURE

TITLE 3 – CIVIL PROCEDURE – DISTRICT COURT

CHAPTER 500 – TRIAL

AMEND Rule 3-505 by adding a reference to Rule 1-315 in section (a)

and by making stylistic changes, as follows:

Rule 3-505. DISQUALIFICATION OF JUDGE

(a) Request for Recusal

A party who believes asserting that a fair and impartial trial cannot be

had before the judge to whom the action has been assigned may request that

judge’s recusal of that judge pursuant to Rule 1-315. If the judge grants the

request, the action shall be reassigned by the administrative judge of the

district or a person designated by the administrative judge.

(b) Motion and Affidavit

Without a request for recusal, or upon denial of a request by the assigned

judge, a party may at any time before trial file a motion for reassignment with

the administrative judge of the district or, if the assigned judge is the

administrative judge of the district, with the Chief Judge of the District Court.

The motion shall be accompanied by an affidavit alleging that the party cannot

receive a fair and impartial trial before the assigned judge and setting forth

reasonable grounds for the allegation. If the motion is granted, the action shall

be reassigned.

(c) Further Reassignment by Another Party

17

RULE 3-505

When an action is reassigned upon motion of one party, any other party

may obtain further reassignment pursuant to this Rule.

Source: This Rule is derived from former M.D.R. 542.

REPORTER’S NOTE

Rule 3-505 (a) is proposed to be amended to refer to a request to recuse

pursuant to proposed new Rule 1-315, which addresses requests for recusal in

any court, and to make stylistic changes in the first sentence.

The Committee determined that, due to the distinct qualities of the

District Court, the recusal and reassignment procedures should remain in Rule

3-505. In particular, the provision pertaining to reassignment by the

administrative judge and the mechanism in section (b) for a “motion for

reassignment,” with or without a prior request for recusal, were considered to

be unique and appropriate to maintain in the District Court Rule.

18

RULE 2-305

MARYLAND RULES OF PROCEDURE

TITLE 2 – CIVIL PROCEDURE – CIRCUIT COURT

CHAPTER 300 – PLEADINGS AND MOTIONS

AMEND Rule 2-305 by creating new section (a) consisting of the first and

last sentences of the current Rule, by creating new subsection (b)(1) consisting

of the second sentence of the current Rule, by creating new subsection (b)(2)

pertaining to money judgments for medical debt, by adding a cross reference at

the end of the Rule, and by making stylistic changes, as follows:

Rule 2-305. CLAIMS FOR RELIEF

(a) Generally

A pleading that sets forth a claim for relief, whether an original claim,

counterclaim, cross-claim, or third-party claim, shall contain a clear statement

of the facts necessary to constitute a cause of action and a demand for

judgment for the relief sought. Relief in the alternative or of several different

types may be demanded.

(b) Demand for Money Judgment

(1) Amount Sought

Unless otherwise required by law, (a)(A) a demand for a money judgment

that does not exceed $75,000 shall include the amount of damages sought, and

(b)(B) a demand for a money judgment that exceeds $75,000 shall not specify

the amount sought, but shall include a general statement that the amount

19

RULE 2-305

sought exceeds $75,000. Relief in the alternative or of several different types

may be demanded.

Cross reference: For pleading requirements and other procedures when

attorneys' fees are claimed, see the Rules in Title 2, Chapter 700.

Committee note: If the amount sought exceeds $75,000, a general statement

to that effect is necessary in order to determine if the case may be removed to a

federal court based on diversity of citizenship. See 28 U.S.C.S. U.S.C. § 1332.

A specific dollar amount must be given when the damages sought are less than

or equal to $75,000 because the dollar amount is relevant to determining

whether the amount is sufficient for circuit court jurisdiction or a jury trial.

(2) Medical Debt

If a demand for money judgment seeks payment of medical debt as

defined by Code, Real Property Article, § 14-203.1, the complaint shall (A)

indicate that the judgment sought is for medical debt and (B) state the address

of the primary residence of the defendant.

Cross reference: See Code, Courts Article, § 11-402(b) for pleading

requirements for a complaint seeking judgment for medical debt.

Source: This Rule is derived in part from former Rules 301 c, 340 a, and 370 a

3 and the 1966 version of Fed. R. Civ. P. 8(a) and is in part new.

REPORTER’S NOTE

Proposed amendments to Rule 2-305 implement Chapters 497/498,

2025 Laws of Maryland (SB 349/HB 428). The legislation adds a requirement

to Code, Courts Article, § 11-402 that a complaint seeking judgment for

medical debt – defined elsewhere in the Code – must so indicate and must

include the address of the defendant’s primary residence. The legislation goes

on to create an exception to the general principle that a money judgment

properly indexed and recorded acts as a lien on the debtor’s property in the

county where the judgment is recorded. The legislation is prospective for

actions filed on or after October 1, 2025.

20

RULE 2-305

Rule 2-305 is proposed to be divided into two sections. New section (a)

contains the first and last sentences of the current Rule pertaining to general

requirements for a pleading setting forth a claim for relief. New section (b)

pertains to pleading requirements when there is a demand for money

judgment.

Subsection (b)(1) contains the current provisions of the Rule governing

money judgments, with stylistic changes. A stylistic citation correction is made

in the Committee note following the subsection. New subsection (b)(2) sets

forth the new pleading requirement for money judgments for medical debt. A

cross reference is added after new subsection (b)(2) to cite to the new pleading

requirement in the Courts Article.

21

RULE 3-305

MARYLAND RULES OF PROCEDURE

TITLE 3 – CIVIL PROCEDURE – DISTRICT COURT

CHAPTER 300 – PLEADINGS AND MOTIONS

AMEND Rule 3-305 by creating new section (a) consisting of the current

Rule, by creating new section (b) pertaining to money judgments for medical

debt, and by adding to the cross reference at the end of the Rule, as follows:

Rule 3-305. CLAIMS FOR RELIEF

(a) Generally

A pleading that sets forth a claim for relief, whether an original claim,

counterclaim, cross-claim, or third-party claim, shall contain a clear statement

of the facts necessary to constitute a cause of action and a demand for

judgment for the relief sought. Relief in the alternative or of several different

types may be demanded.

(b) Medical Debt

If a demand for money judgment seeks payment of medical debt as

defined by Code, Real Property Article, § 14-203.1, the complaint shall (1)

indicate that the judgment sought is for medical debt and (2) state the address

of the primary residence of the defendant.

Cross reference: See Code, Courts Article, § 11-402(b) for pleading

requirements for a complaint seeking judgment for medical debt. For pleading

requirements and other procedures when attorneys' fees are claimed, see Rule

3-741.

22

RULE 3-305

Source: This Rule is derived from former M.D.R. 301 a (ii) and the 1966

version of Fed. R. Civ. P. 8 (a).

REPORTER’S NOTE

Proposed amendments to Rule 3-305 implement Chapters 497/498,

2025 Laws of Maryland (SB 349/HB 428). The legislation adds a requirement

to Code, Courts Article, § 11-402 that a complaint seeking judgment for

medical debt – defined elsewhere in the Code – must so indicate and must

include the address of the defendant’s primary residence. Additionally, the

legislation creates an exception to the general principle that a money judgment

properly indexed and recorded acts as a lien on the debtor’s property in the

county where the judgment is recorded. The legislation is prospective for

actions filed on or after October 1, 2025.

The current language of the Rule 3-305 is contained now in section (a).

Proposed new section (b) sets forth new pleading requirements when a demand

for money judgment seeks payment of medical debt. The cross reference at the

end of the Rule is expanded to cite to the new requirements in Code, Courts

Article, § 11-402.

23

RULE 2-601

MARYLAND RULES OF PROCEDURE

TITLE 2 – CIVIL PROCEDURE – CIRCUIT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 2-601 by adding new subsection (a)(6) and by adding a

cross reference following the new subsection, as follows:

Rule 2-601. ENTRY OF JUDGMENT

(a) Separate Document—Prompt Entry

(1) Each judgment shall be set forth on a separate document and should

include a statement of an allowance of costs as determined in conformance

with Rule 2-603.

Committee note: The failure of the separate document to include an allowance

or assessment of costs does not preclude the document from constituting a

final and appealable judgment. See Mattison v. Gelber, 202 Md. App. 44

(2011).

(2) Upon a verdict of a jury or a decision by the court allowing recovery only

of costs or a specified amount of money or denying all relief, the clerk shall

forthwith prepare, sign, and enter the judgment, unless the court orders

otherwise.

(3) Upon a verdict of a jury or a decision by the court granting other relief,

the court shall promptly review the form of the judgment presented and, if

approved, sign it, and the clerk shall forthwith enter the judgment as approved

and signed.

24

RULE 2-601

(4) A judgment is effective only when so set forth and when entered as

provided in section (b) of this Rule.

(5) Unless the court orders otherwise, entry of the judgment shall not be

delayed pending determination of the amount of costs.

Committee note: The judgment document need not include the amount of

costs but only which party or parties are to be charged with them. If the

prevailing party is to be allowed costs, it will suffice to state in the document

that the judgment is in favor of that party “with costs.”

(6) When a money judgment is awarded in an action commenced on or after

October 1, 2025, the court shall state whether the complaint indicated that a

money judgment for medical debt was sought.

Cross reference: See Code, Courts Article, § 11-402(b) for the requirement to

indicate whether a money judgment is sought for medical debt. See Code, Real

Property Article, § 14-203.1 for the definition of “medical debt.”

···

REPORTER’S NOTE

Proposed amendments to Rule 2-601 implement Chapters 497/498,

2025 Laws of Maryland (SB 349/HB 428). The legislation adds a requirement

to Code, Courts Article, § 11-402 that a complaint seeking judgment for

medical debt – defined elsewhere in the Code – must so indicate and must

include the address of the defendant’s primary residence. See the Reporter’s

note to Rule 2-305.

The legislation creates an exception to the general principal that a money

judgment properly indexed and recorded acts as a lien on the debtor’s property

in the county where the judgment is recorded. The legislation is prospective for

actions filed on or after October 1, 2025. The Judgments Subcommittee of the

Rules Committee consulted attorneys from the creditors’ bar and a title

searcher to determine how to implement the legislation in a way that minimizes

burdens on those groups and maintains the integrity of Maryland land records.

25

RULE 2-601

Proposed amendments to Rule 2-601 add new subsection (a)(6), which

requires the court to state on a judgment entered in an action commenced on

or after the effective date of the law whether the plaintiff indicated on the

complaint that it sought a judgment for medical debt. A cross reference to the

pleading requirement and the Real Property Article statute defining “medical

debt” follows the section.

Rule 2-601 (a)(6) requires the court to carry forward the plaintiff’s

statement indicating that the complaint sought a judgment for medical debt.

This provision ensures that a judgment recorded and indexed in the county of

origin or another jurisdiction clearly alerts anyone reviewing judgment records

of the fact that the judgment may not constitute a lien on certain property.

The Subcommittee was informed that putting title searchers and others on

notice inquiry that a judgment resulted from medical debt will assist with

determining what impact the judgment may have on property.

The Subcommittee discussed requiring the court to determine that the

judgment is for medical debt regardless of whether the complaint so stated. In

situations where a complaint was obviously one for medical debt but the

plaintiff failed to so state, the court could make the finding when entering the

judgment. Where the complaint did indicate that it sought a judgment for

medical debt, the court could verify this statement when entering the

judgment. The Subcommittee concluded that it would be inappropriate for the

court to raise issues not generated by the parties and, if there are not facts in

evidence on the issue of whether the debt meets the definition of “medical

debt,” the court is not in a position to make the determination.

The Rules Committee concurs in the recommendations of the

Subcommittee.

26

RULE 3-601

MARYLAND RULES OF PROCEDURE

TITLE 3 – CIVIL PROCEDURE – DISTRICT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 3-601 by adding a requirement to section (a) that the court

take certain steps when entering a money judgment where the complaint

indicated that the judgment is for medical debt and by adding a cross reference

after section (a), as follows:

Rule 3-601. ENTRY OF JUDGMENT

(a) When Entered

Upon a decision by the court denying or granting relief, the court shall

enter the judgment promptly. When a money judgment is awarded in an action

commenced on or after October 1, 2025, the court shall state whether the

complaint indicated that a money judgment for medical debt was sought.

Cross reference: See Code, Courts Article, § 11-402(b) for the requirement to

indicate whether a money judgment is sought for medical debt. See Code, Real

Property Article, § 14-203.1 for the definition of “medical debt.”

···

REPORTER’S NOTE

Proposed amendments to Rule 3-601 implement Chapters 497/498,

2025 Laws of Maryland (SB 349/HB 428). The legislation adds a requirement

to Code, Courts Article, § 11-402 that a complaint seeking judgment for

medical debt – defined elsewhere in the Code – must so indicate and must

include the address of the defendant’s primary residence. The amendments to

Rule 3-601 add a sentence to section (a) requiring the court to state in a

27

RULE 3-601

judgment entered in an action commenced on or after the effective date of the

law whether the plaintiff indicated on the complaint that it sought a judgment

for medical debt. See the Reporter’s note to Rule 2-601.

A cross reference to the relevant statutes follows section (a).

28

RULE 3-621

MARYLAND RULES OF PROCEDURE

TITLE 3 – CIVIL PROCEDURE – DISTRICT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 3-621 by adding an exception to section (b) and by adding

a Committee note at the end of the Rule, as follows:

Rule 3-621. LIEN OF MONEY JUDGMENT

(a) Generally

A money judgment constitutes a lien in the amount of the judgment and

post-judgment interest on the judgment debtor's interest in land located in a

county, except as provided by law, only in accordance with this Rule.

(b) In Baltimore City

In Except as provided in Code, Real Property Article, § 14-203.1, in

Baltimore City a money judgment, when recorded and indexed pursuant to

Rule 3-601 (d), constitutes a lien from the date of entry if entered in Baltimore

City, or from the date of recording if received from another county.

(c) In Counties Other Than Baltimore City

(1) Notice of Lien

A person holding a money judgment entered in a county other than

Baltimore City may file with the clerk of the court of entry a request that a

certified Notice of Lien of Judgment be transmitted for recording to the clerk of

the circuit court for that county or any other county. Within 24 hours after the

filing of the request, the clerk shall transmit the Notice of Lien. If the Notice of

29

RULE 3-621

Lien is transmitted to another county, the clerk at the same time shall transmit

a certified copy of the judgment to the clerk of the District Court sitting in that

county. The clerk shall maintain a record of all transmittals.

(2) Content of Notice

A Notice of Lien shall contain: (A) the names of the parties, designating

each judgment creditor as a plaintiff and each judgment debtor as a defendant;

(B) the name of the court and assigned docket reference; (C) the date of the

judgment; and (D) the amount of the judgment.

(3) Date of Lien

When a Notice of Lien is recorded and indexed in the circuit court, the

judgment constitutes a lien from the date of recording.

Committee note: A judgment for medical debt in an action commenced on or

after October 1, 2025 does not constitute a lien on owner-occupied residential

property as defined by Code, Real Property Article, § 7-105.1. See Code, Courts

Article, § 11-402(b) and Code, Real Property Article, § 14-203.1.

Source: This Rule is derived as follows:

Section (a) is derived from former M.D.R. 620 b.

Section (b) is derived from former M.D.R. 620 c.

Section (c) is derived from former M.D.R. 621 b and c.

REPORTER’S NOTE

Proposed amendments to Rule 3-621 implement Chapters 497/498,

2025 Laws of Maryland (SB 349/HB 428). The legislation adds a requirement

to Code, Courts Article, § 11-402 that a complaint seeking judgment for

medical debt – defined elsewhere in the Code – must so indicate and must

include the address of the defendant’s primary residence.

Rule 3-621 states that, in general, a money judgment constitutes a lien

on the judgment debtor’s interest in land located in a county if the holder of

the judgment requests that a notice of the lien be transmitted to the clerk of

30

RULE 3-621

the circuit court of that county. Section (b) applies only to the District Court in

Baltimore City and provides that a money judgment recorded and indexed in

that court constitutes a lien on property in Baltimore City.

Section (a) includes the qualifier “except as provided by law,” but the

proposed amendments to section (b) would make it clear that new Code, Real

Property Article, § 14-203.1 creates an exception to the longstanding practice

pertaining to money judgments in the District Court in Baltimore City.

A Committee note at the end of the Rule draws attention to and

summarizes the exception created by the new statute.

31

RULE 2-625

MARYLAND RULES OF PROCEDURE

TITLE 2 – CIVIL PROCEDURE – CIRCUIT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 2-625 by adding new section (a) pertaining to renewal of

judgments in general, by creating new section (b) governing the renewal of

judgments entered prior to the effective date of the Rule change, and by making

a stylistic change, as follows:

Rule 2-625. EXPIRATION AND RENEWAL OF MONEY JUDGMENT

(a) Generally

Except as otherwise provided in section (b) of this Rule, a money

judgment expires 12 years from the date of entry, except that the judgment

holder may extend the judgment for one additional period of 12 years by filing a

Notice of Renewal at any time before the expiration of the judgment. A Notice

of Renewal under section (a) of this Rule shall (1) state the date of entry of the

judgment and that there has been no prior renewal of the judgment and (2)

contain a certification by the filer that the judgment has not expired. Upon

receipt of a timely filed Notice of Renewal, the clerk shall enter the judgment

renewed for a period of 12 years from the date the Notice of Renewal was filed.

(b) Money Judgments Entered before [Eff. Date of Rule Change]

A money judgment entered before [effective date of Rule change] expires

12 years from the date of entry or most recent renewal. At any time before

expiration of the judgment, the judgment holder may file a notice of renewal

32

RULE 2-625

Notice of Renewal, and the clerk shall enter the judgment renewed. There is no

limit to the number of timely filed renewals under section (b) of this Rule.

Committee note: This Rule does not extinguish an unrenewed judgment held

by the State. See Code, Courts Article, § 5-102; Comptroller of Md. v. Shipe,

221 Md. App. 425 (2015); and Central Collection Unit v. Buckingham, 214 Md.

App. 672 (2013).

Source: This Rule is new.

REPORTER’S NOTE

In March 2023, the Judicial Council approved for dissemination the

Report and Recommendations of the Committee on Equal Justice Rules Review

Subcommittee (hereinafter “the EJC Report”). The Subcommittee was tasked

with identifying instances in the Rules which “reflect, perpetuate, or fail to

correct systemic biases.”

The Rules Committee’s Judgments Subcommittee first discussed a series

of proposed amendments impacting the Rules governing judgments and their

enforcement in June 2023. After consideration, the Subcommittee deferred

action on any proposed amendments until interested parties and stakeholders

could confer and possibly identify points of agreement. Consumer rights

advocates, via the Access to Justice Office in the Administrative Office of the

Courts (“Access to Justice”), proposed a series of amendments in 2024 which

were considered by the Subcommittee in consultation with stakeholders.

The EJC Report made two alternate recommendations for amendments

to Rules 2-625 and 3-625: “The Rules Committee should consider amending

the rule to include a requirement that a party seeking to renew a judgment

must document what collection efforts have been undertaken during the

previous 12-year term, or alternatively, limit the number of times a judgment

may be renewed.”

The Subcommittee was informed that low-income individuals report little

to no enforcement activity for years only to be faced with collection efforts on a

debt which has accumulated significant interest. The advocates alleged that if

creditors must make and document efforts to collect, irregularities in

judgments could be identified sooner and fewer debtors will be surprised by

high amounts of interest accrued years after the judgment was entered. The

representatives for the creditors’ bar disputed the contention that creditors

either intentionally or carelessly allow interest on debts to accrue – rather than

pursuing collection efforts – in order to increase their return. They also argued

33

RULE 2-625

that the first alternative suggested by the EJC Report would be a significant

change to collections law in Maryland and questioned whether it was within

the purview of the Maryland Rules. They indicated that an amendment

limiting a creditor to one renewal for an additional 12-year term would not be

unreasonable.

Historically, Rule 2-625 was adopted in 1984, superseding former Rule

624 and provisions in the BT Rules. See Paul V. Niemeyer & Linda M. Schuett,

Maryland Rules Commentary 369-370 (1984). The amendment “replace[d] the

former more complex practice with respect to renewing a judgment by writ of

scire facias (‘sci fa’).” Id. The practice of scire facias permitted a judgment to

be renewed after 12 years with service of the writ by the sheriff. The debtor

was entitled to respond, and the expiration of the judgment could be raised as

an affirmative defense. See id.

Scire facias is a writ warning the defendant to appear and show cause

why a judgment should not be executed. See Foster’s Writ of Scire Facias

(1851). Scire facias was established by common law regarding real property

and by statute for personal actions. Generally, it was presumed that a

judgment would be satisfied within one year. If the debt was not paid, a writ of

scire facias was established by statute as a way for a creditor to revive a

judgment without the necessity and cost of filing suit again. The writ was an

optional remedy to save time and expense for both parties. Id.

Prior to 1984, renewing or “reviving” a judgment by writ of scire facias in

Maryland dated back to at least the 1800s:

And be it enacted that where any judgment obtained

before a single magistrate shall have continued for

more than one year, and the said judgment had not

been paid or satisfied, it shall and may be lawful for

the justice before whom the said [judgement has] been

obtained, or any other justice of the peace for said

county, to revive the same by a writ of scire facias...

Ch. 62, 1801 Laws of Maryland.

It remained in the Code until 1957 when it was repealed entirely. See

Ch. 399, 1957 Laws of Maryland. Prior to its repeal in 1957, the statute read,

in pertinent part:

On all judgments or decrees in any court of law or

equity, and on all judgments of justices of the peace

recorded in the clerk's office of any court of law, an

execution or attachment may issue out of such court

34

RULE 2-625

or by the clerk thereof, at any time within twelve years

from the date of the judgment or decree, or the said

judgment or decree may be otherwise proceeded with

within twelve years from its date... provided, that at

any time before the expiration of twelve years from the

date of any such judgment or decree, or in case of the

death or marriage of any defendant in the judgment,

the plaintiff shall have the right to have a writ of scire

facias to renew or revive the same... Maryland Code

1951, Article 26, § 21.

The only relevant provision remaining in the current Code is the 12-year

duration of a judgment, now contained in Code, Courts Article, § 5-102.

The Maryland Rule governing renewal did not significantly change

between the 1950s and the 1980s when it was repealed. In 1983, the Rule

stated:

A plaintiff may have a writ of scire facias issued to

renew or revive a judgment, but such judgment shall

not be renewed or revived over the objection of the

judgment debtor after it has been barred by

limitations. On a judgment of a People’s Court, trial

magistrate or justice of the peace recorded with the

clerk, such writ may be issued out of the court as if

said judgment had been originally rendered by the

court. The lien of a judgment renewed or revived on a

writ of scire facias issued after the expiration of twelve

years from the date of the original judgment shall exist

only from the date of the issuance of the writ of scire

facias. Md. Rule 624 (1983).

The Rules Committee in 1981 voted to recommend replacing Rule 624

with new Rule 2-624 (eventually adopted as Rule 2-625). The Reporter’s note

accompanying the proposed new Rule in 1981 explained that it would

“eliminate the service and adversarial aspects of scire facias by substituting an

ex parte procedure under which the plaintiff simply files a notice of renewal

and the clerk as a ministerial function renews the judgment, unless the court

records show that more than 12 years have passed since the judgment was

entered or more recently renewed.” Minutes of the Nov. 20 and 21, 1981 Rules

Committee meeting, p. 24-25. There was no discussion of this policy change at

the meeting, and it was later included in the 82nd Report in 1983.

35

RULE 2-625

Rules 2-625 and 3-625 have not been significantly modified since their

adoption in 1984.

Proposed amendments to Rule 2-625 eliminate the system of unlimited

judgment renewals for judgments entered on or after the effective date of the

Rule change. A “new” judgment expires 12 years from its entry and, prior to its

expiration, may be renewed for one additional 12-year period, which runs from

the date the Notice of Renewal was filed. A new provision requires the Notice of

Renewal to state the date on which the judgment was entered and confirm that

no prior renewal has been entered and that the judgment has not expired.

New section (b) contains the existing language of the Rule and applies to

judgments entered prior to the effective date of the Rule change. A new

sentence at the end of the section clarifies that judgments entered before the

Rule change will not be subject to the limit on renewals. The distinction

addresses concerns about potentially abrogating vested property rights by Rule

without due process.

A stylistic change in section (b) capitalizes the phrase “Notice of

Renewal.”

36

RULE 3-625

MARYLAND RULES OF PROCEDURE

TITLE 3 – CIVIL PROCEDURE – DISTRICT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 3-625 by adding new section (a) pertaining to renewal of

judgments in general, by creating new section (b) governing the renewal of

judgments entered prior to the effective date of the Rule change, and by making

stylistic changes, as follows:

Rule 3-625. EXPIRATION AND RENEWAL OF MONEY JUDGMENT

(a) Generally

Except as otherwise provided in section (b) of this Rule, a money

judgment expires 12 years from the date of entry, except that the judgment

holder may extend the judgment for one additional period of 12 years by filing a

Notice of Renewal at any time before the expiration of the judgment. A Notice

of Renewal under section (a) of this Rule shall (1) state the date of entry of the

judgment and that there has been no prior renewal of the judgment and (2)

contain a certification by the filer that the judgment has not expired. Upon

receipt of a timely filed Notice of Renewal, the clerk shall enter the judgment

renewed for a period of 12 years from the date the Notice of Renewal was filed.

(b) Money Judgments Entered before [Eff. Date of Rule Change]

A money judgment entered before [effective date of Rule change] expires

12 years from the date of entry or most recent renewal. At any time before

expiration of the judgment, the judgment holder may file a notice of renewal

37

RULE 3-625

Notice of Renewal, and the clerk shall enter the judgment renewed. There is no

limit to the number of timely filed renewals under this section.

(c) Transmittal of Notice

Upon request of the judgment holder, the clerk shall transmit a copy of

the notice of renewal Notice of Renewal to each clerk to whom a certified copy

of the judgment was transmitted pursuant to Rules 3-621 (c)(1) and 3-622 and

to each circuit court clerk to whom a Notice of Lien was transmitted pursuant

to Rule 3-621, and the receiving clerk shall enter the judgment or Notice of

Lien renewed.

Committee note: This Rule does not extinguish an unrenewed judgment held

by the State. See Code, Courts Article, § 5-102; Comptroller of Md. v. Shipe,

221 Md. App. 425 (2015); and Central Collection Unit v. Buckingham, 214 Md.

App. 672 (2013).

Source: This Rule is new.

REPORTER’S NOTE

Proposed amendments to Rule 3-625 eliminate the system of unlimited

judgment renewals in the District Court. See the Reporter’s note to Rule 2625. A judgment entered after the effective date of the Rule expires 12 years

from its entry and, prior to its expiration, may be renewed for one additional

12-year period, which runs from the date the Notice of Renewal was filed. A

new provision requires the Notice of Renewal to state the date on which the

judgment was entered and confirm that no prior renewal has been entered and

that the judgment has not expired.

New section (b) contains the existing language of the Rule and applies to

judgments entered prior to the effective date of the Rule change. The

distinction addresses concerns about potentially abrogating vested property

rights by Rule without due process.

Section (c) is created with current language of the Rule and stylistic

38

RULE 3-625

changes in sections (b) and (c) capitalize the phrase “Notice of Renewal.”

39

RULE 2-643

MARYLAND RULES OF PROCEDURE

TITLE 2 – CIVIL PROCEDURE – CIRCUIT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 2-643 by clarifying in section (c) when the court shall

release property from levy and when the court may release property from levy;

by creating new subsection (d)(1) consisting of the current language of section

(d), with amendments; by setting forth in subsection (d)(1) when the court may

proceed without a hearing; by adding new subsection (d)(2) governing

immediate release of cash in deposit accounts totaling $6,000 or less; by

clarifying the hearing requirement in section (f); and by making stylistic

changes, as follows:

Rule 2-643. RELEASE OF PROPERTY FROM LEVY

(a) Upon Satisfaction of Judgment

Property is released from a levy when the judgment has been entered as

satisfied and the costs of the enforcement proceedings have been paid.

(b) Upon Posting Bond

The judgment debtor may also obtain release of property from a levy by

filing a bond in an amount sufficient to satisfy the judgment and enforcement

costs.

(c) Upon Motion of Judgment Debtor

40

RULE 2-643

Upon motion of the judgment debtor, the court may (1) shall release some

or all of the property from a levy if it finds that (1) the judgment has been

vacated, has expired, or has been satisfied, (2) or the property is exempt from

levy, and (2) may release some or all of the property from a levy if it finds that:

(3)(A) the judgment creditor has failed to comply with these rules or an order

of court regarding the enforcement proceedings,

(4)(B) property sufficient in value to satisfy the judgment and enforcement

costs will remain under the levy after the release,

(5)(C) the levy upon the specific property will cause undue hardship to the

judgment debtor and the judgment debtor has delivered to the sheriff or made

available for levy alternative property sufficient in value to satisfy the judgment

and enforcement costs, or

(6)(D) the levy has existed for 120 days without sale of the property, unless

the court for good cause extends the time.

The motion and any response to the motion may be accompanied by a request

for court review of the sheriff's appraisal made at the time of the levy.

(d) Upon Election of Exemption by Judgment Debtor

(1) Generally

By motion filed within 30 days after a levy, the judgment debtor may

elect to exempt from execution of the judgment selected items of property or

cash not exceeding in amount the cumulative value permitted by law. The

motion and any response to the motion may be accompanied by a request for

court review of the sheriff's appraisal made at the time of the levy. If

41

RULE 2-643

subsection (d)(2) of this Rule is applicable, or if no party timely files a response

to the motion or request for a hearing, the court may proceed without a

hearing. The court promptly shall release from the levy items of cash or

property selected by the debtor to the extent required by law. Promptly upon

receipt of an order of release from the levy, the person in possession of the

property shall comply.

(2) Release of Funds in Deposit Accounts Totaling $6,000 or Less

If, by motion filed pursuant to subsection (d)(1) of this Rule, the

judgment debtor elects up to the maximum exemption permitted by Code,

Courts Article, § 11-504(b)(6) for deposit accounts listed in the motion, the

court, no later than ten days after the motion was filed, and without holding a

hearing or awaiting a response from the judgment creditor, shall order the

prompt release from the levy of aggregate account funds totaling $6,000 or

less, provided that the record reflects that this exemption has not already been

exhausted.

(e) Upon Claim of a Third Person

A person other than the judgment debtor who claims an interest in

property under levy may file a motion requesting that the property be released.

The motion shall be served on the judgment creditor and, if reasonably feasible,

on the judgment debtor. If the judgment debtor is not served and does not

voluntarily appear, the claimant shall file an affidavit showing that reasonable

efforts have been made to ascertain the whereabouts of the judgment debtor

and to provide the judgment debtor with notice of the motion. The court may

42

RULE 2-643

require further attempts to notify the judgment debtor. The judgment creditor

or the judgment debtor may file a response to the motion.

(f) Hearing

A party desiring a hearing on a motion filed pursuant to this Rule shall so

request pursuant to Rule 2-311 (f) and, if requested, a hearing. If the party is

entitled to a hearing, it shall be held promptly.

Source: This Rule is derived as follows:

Section (a) is new.

Section (b) is derived from former Rule G51.

Section (c) is derived from former Rule G51.

Section (d) is new.

Section (e) is new.

Section (f) is new.

REPORTER’S NOTE

In March 2023, the Judicial Council approved for dissemination the

Report and Recommendations of the Committee on Equal Justice Rules Review

Subcommittee (hereinafter “the EJC Report”). The Subcommittee was tasked

with identifying instances in the Rules which “reflect, perpetuate, or fail to

correct systemic biases.”

The Rules Committee’s Judgments Subcommittee first discussed a series

of proposed amendments impacting the Rules governing judgments and their

enforcement in June 2023. After consideration, the Subcommittee deferred

action on any proposed amendments until interested parties and stakeholders

could confer and possibly identify points of agreement. Consumer rights

advocates, via the Access to Justice Office in the Administrative Office of the

Courts (“Access to Justice”), proposed a series of amendments in 2024 which

were considered by the Subcommittee in consultation with stakeholders.

Proposed amendments to Rule 2-643 section (c) distinguish the

situations where the court “shall” order release of the property from a levy

(when the judgment has been vacated, expired, or satisfied or if the property is

exempt) and when the court has discretion to release the property.

Proposed amendments to section (d), recommended by Access to Justice

and the consumer rights advocates, require the court to release promptly

43

RULE 2-643

property from the levy in subsection (d)(1) after the debtor elects exemptions

and requires the garnishee to release promptly property included in the order.

New subsection (d)(2) governs release of funds in deposit accounts where

the debtor indicates that the debtor wishes to elect the statutory exemption for

the funds. The subsection permits the court to order release of the funds

without waiting for a response or holding a hearing, provided the record does

not show that the exemption was previously exhausted.

Section (f) is amended to clarify that the court must only hold a

requested hearing if the party is entitled to a hearing under the Rule.

44

RULE 3-643

MARYLAND RULES OF PROCEDURE

TITLE 3 – CIVIL PROCEDURE – DISTRICT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 3-643 by clarifying in section (c) when the court shall

release property from levy and when the court may release property from levy;

by creating new subsection (d)(1) consisting of the current language of section

(d), with amendments; by setting forth in subsection (d)(1) when the court may

proceed without a hearing; by adding new subsection (d)(2) governing

immediate release of cash in deposit accounts totaling $6,000 or less; by

clarifying the hearing requirement in section (f); and by making stylistic

changes, as follows:

Rule 3-643. RELEASE OF PROPERTY FROM LEVY

(a) Upon Satisfaction of Judgment

Property is released from a levy when the judgment has been entered as

satisfied and the costs of the enforcement proceedings have been paid.

(b) Upon Posting Bond

The judgment debtor may also obtain release of property from a levy by

filing a bond in an amount sufficient to satisfy the judgment and enforcement

costs.

(c) Upon Motion of Judgment Debtor

Upon motion of the judgment debtor, the court may (1) shall release some

or all of the property from a levy if it finds that (1) the judgment has been

45

RULE 3-643

vacated, has expired, or has been satisfied, (2) or the property is exempt from

levy, and (2) may release some or all of the property from a levy if it finds that:

(3)(A) the judgment creditor has failed to comply with these rules or an order

of court regarding the enforcement proceedings,

(4)(B) property sufficient in value to satisfy the judgment and enforcement

costs will remain under the levy after the release,

(5)(C) the levy upon the specific property will cause undue hardship to the

judgment debtor and the judgment debtor has delivered to the sheriff or made

available for levy alternative property sufficient in value to satisfy the judgment

and enforcement costs, or

(6)(D) the levy has existed for 120 days without sale of the property, unless

the court for good cause extends the time.

The motion and any response to the motion may be accompanied by a request

for court review of the sheriff's appraisal made at the time of the levy.

(d) Upon Election of Exemption by Judgment Debtor

(1) Generally

By motion filed within 30 days after a levy, the judgment debtor may

elect to exempt from execution of the judgment selected items of property or

cash not exceeding in amount the cumulative value permitted by law. The

motion and any response to the motion may be accompanied by a request for

court review of the sheriff's appraisal made at the time of the levy. If

subsection (d)(2) of this Rule is applicable, or if no party timely files a response

to the motion or request for a hearing, the court may proceed without a

46

RULE 3-643

hearing. The court promptly shall release from the levy items of cash or

property selected by the debtor to the extent required by law. Promptly upon

receipt of an order of release from the levy, the person in possession of the

property shall comply.

(2) Release of Funds in Deposit Accounts Totaling $6,000 or Less

If, by motion filed pursuant to subsection (d)(1) of this Rule, the

judgment debtor elects up to the maximum exemption permitted by Code,

Courts Article, § 11-504(b)(6) for deposit accounts listed in the motion, the

court, no later than ten days after the motion was filed, and without holding a

hearing or awaiting a response from the judgment creditor, shall order the

prompt release from the levy of aggregate account funds totaling $6,000 or

less, provided that the record reflects that this exemption has not already been

exhausted.

(e) Upon Claim of a Third Person

A person other than the judgment debtor who claims an interest in

property under levy may file a motion requesting that the property be released.

The motion shall be served on the judgment creditor and, if reasonably feasible,

on the judgment debtor. If the judgment debtor is not served and does not

voluntarily appear, the claimant shall file an affidavit showing that reasonable

efforts have been made to ascertain the whereabouts of the judgment debtor

and to provide the judgment debtor with notice of the motion. The court may

require further attempts to notify the judgment debtor. The judgment creditor

or the judgment debtor may file a response to the motion.

47

RULE 3-643

(f) Hearing

A party desiring a hearing on a motion filed pursuant to this Rule shall so

request pursuant to Rule 2-311 (f) and, if requested, a hearing. If a party is

entitled to a hearing, it shall be held promptly.

Source: This Rule is derived as follows:

Section (a) is new.

Section (b) is derived from former M.D.R. G51.

Section (c) is derived from former M.D.R. G51.

Section (d) is new.

Section (e) is new.

Section (f) is new.

REPORTER’S NOTE

Proposed amendments to Rule 3-643 are recommended by the Access to

Justice Office in the Administrative Office of the Courts in consultation with

consumer and creditors’ rights attorneys. See the Reporter’s note to Rule 2643.

48

RULE 2-645

MARYLAND RULES OF PROCEDURE

TITLE 2 – CIVIL PROCEDURE – CIRCUIT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 2-645 by adding a reference to a certain statutory

exemption in subsection (c)(4) and by making stylistic changes, as follows:

Rule 2-645. GARNISHMENT OF PROPERTY – GENERALLY

···

(c) Content

The writ of garnishment shall:

(1) contain the information in the request, the name and address of the

person requesting the writ, and the date of issue,;

(2) direct the garnishee to hold, subject to further proceedings or to

termination of the writ, the property of each judgment debtor in the possession

of the garnishee at the time of service of the writ and all property of each debtor

that may come into the garnishee's possession after service of the writ,;

(3) notify the garnishee of the time within which the answer must be filed

and that the failure to do so may result in judgment by default against the

garnishee,;

(4) notify the judgment debtor and garnishee that federal and state

exemptions may be available, and that up to an aggregate amount of $500 in

deposit accounts of the debtor held by a depository institution pursuant to

49

RULE 2-645

Code, Courts Article, § 11-504 is exempt from execution without the necessity

of an election by the debtor;

(5) notify the judgment debtor of the right to contest the garnishment by

filing a motion asserting a defense or objection,; and

(6) notify the judgment debtor that, if the garnishee files an answer pursuant

to section (e) of this Rule and no further filings concerning the writ of

garnishment are made with the court within 120 days following the filing of the

answer, the garnishee may file a notice of intent to terminate the writ of

garnishment pursuant to subsection (k)(2) of this Rule.

Committee note: A writ of garnishment may direct a garnishee to hold the

property of more than one judgment debtor if the name and address of each

judgment debtor whose property is sought to be attached is stated in the writ.

···

REPORTER’S NOTE

In March 2023, the Judicial Council approved for dissemination the

Report and Recommendations of the Committee on Equal Justice Rules Review

Subcommittee (hereinafter “the EJC Report”). The Subcommittee was tasked

with identifying instances in the Rules which “reflect, perpetuate, or fail to

correct systemic biases.”

The Rules Committee’s Judgments Subcommittee first discussed a series

of proposed amendments impacting the Rules governing judgments and their

enforcement in June 2023. After consideration, the Subcommittee deferred

action on any proposed amendments until interested parties and stakeholders

could confer and possibly identify points of agreement. Consumer rights

advocates, via the Access to Justice Office in the Administrative Office of the

Courts, proposed a series of amendments in 2024 which were considered by

the Subcommittee in consultation with stakeholders.

Proposed amendments to Rule 2-645, which applies to garnishment in

50

RULE 2-645

general, adds to subsection (c)(4) reference to the provision that exempts $500

from garnishment without any action by the judgment debtor.

Stylistic changes modifying punctuation are proposed also.

51

RULE 3-645

MARYLAND RULES OF PROCEDURE

TITLE 3 – CIVIL PROCEDURE – DISTRICT COURT

CHAPTER 600 – JUDGMENT

AMEND Rule 3-645 by adding a reference to a certain statutory

exemption in subsection (c)(4) and by making stylistic changes, as follows:

Rule 3-645. GARNISHMENT OF PROPERTY – GENERALLY

···

(c) Content

The writ of garnishment shall:

(1) contain the information in the request, the name and address of the

person requesting the writ, and the date of issue,;

(2) direct the garnishee to hold, subject to further proceedings or to

termination of the writ, the property of each judgment debtor in the possession

of the garnishee at the time of service of the writ and all property of each debtor

that may come into the garnishee's possession after service of the writ,;

(3) notify the garnishee of the time within which the answer must be filed

and that the failure to do so may result in judgment by default against the

garnishee,;

(4) notify the judgment debtor and garnishee that federal and state

exemptions may be available, and that up to an aggregate amount of $500 in

deposit accounts of the debtor held by a depository institution pursuant to

52

RULE 3-645

Code, Courts Article, § 11-504 is exempt from execution without the necessity

of an election by the debtor;

(5) notify the judgment debtor of the right to contest the garnishment by

filing a motion asserting a defense or objection,; and

(6) notify the judgment debtor that, if the garnishee files an answer pursuant

to section (e) of this Rule and no further filings concerning the writ of

garnishment are made with the court within 120 days following the filing of the

answer, the garnishee may file a notice of intent to terminate the writ of

garnishment pursuant to subsection (k)(2) of this Rule.

Committee note: A writ of garnishment may direct a garnishee to hold the

property of more than one judgment debtor if the name and address of each

judgment debtor whose property is sought to be attached is stated in the writ.

···

REPORTER’S NOTE

Proposed amendments to Rule 3-645, which applies to garnishment in

general, adds to subsection (c)(4) reference to the provision that exempts $500

from garnishment without any action by the judgment debtor.

Stylistic changes modifying punctuation are proposed also.

53

RULE 4-215

MARYLAND RULES OF PROCEDURE

TITLE 4 – CRIMINAL CAUSES

CHAPTER 200 – PRETRIAL PROCEDURES

AMEND Rule 4-215 by adding to the cross reference at the end of the

Rule and by making a stylistic change, as follows:

Rule 4-215. WAIVER OF COUNSEL

(a) First Appearance in Court Without Counsel

At the defendant’s first appearance in court without counsel, or when the

defendant appears in the District Court without counsel, demands a jury trial,

and the record does not disclose prior compliance with this section by a judge,

the court shall:

(1) Make certain that the defendant has received a copy of the charging

document containing notice as to the right to counsel.

(2) Inform the defendant of the right to counsel and of the importance of

assistance of counsel.

(3) Advise the defendant of the nature of the charges in the charging

document, and the allowable penalties, including mandatory penalties, if any.

(4) Conduct a waiver inquiry pursuant to section (b) of this Rule if the

defendant indicates a desire to waive counsel.

(5) If trial is to be conducted on a subsequent date, advise the defendant

that if the defendant appears for trial without counsel, the court could

determine that the defendant waived counsel and proceed to trial with the

54

RULE 4-215

defendant unrepresented by counsel.

(6) If the defendant is charged with an offense that carries a penalty of

incarceration, determine whether the defendant had appeared before a judicial

officer for an initial appearance pursuant to Rule 4-213 or a hearing pursuant

to Rule 4-216 and, if so, that the record of such proceeding shows that the

defendant was advised of the right to counsel.

The clerk shall note compliance with this section in the file or on the docket.

(b) Express Waiver of Counsel

If a defendant who is not represented by counsel indicates a desire to

waive counsel, the court may not accept the waiver until after an examination

of the defendant on the record conducted by the court, the State’s Attorney, or

both, the court determines and announces on the record that the defendant is

knowingly and voluntarily waiving the right to counsel. If the file or docket

does not reflect compliance with section (a) of this Rule, the court shall comply

with that section as part of the waiver inquiry. The court shall ensure that

compliance with this section is noted in the file or on the docket. At any

subsequent appearance of the defendant before the court, the docket or file

notation of compliance shall be prima facie proof of the defendant’s express

waiver of counsel. After there has been an express waiver, no postponement of

a scheduled trial or hearing date will be granted to obtain counsel unless the

court finds it is in the interest of justice to do so.

(c) Waiver by Inaction—District Court

In the District Court, if the defendant appears on the date set for trial

55

RULE 4-215

without counsel and indicates a desire to have counsel, the court shall permit

the defendant to explain the appearance without counsel. If the court finds

that there is a meritorious reason for the defendant’s appearance without

counsel, the court shall continue the action to a later time, comply with section

(a) of this Rule, if the record does not show prior compliance, and advise the

defendant that if counsel does not enter an appearance by that time, the action

will proceed to trial with the defendant unrepresented by counsel. If the court

finds that there is no meritorious reason for the defendant’s appearance

without counsel, the court may determine that the defendant has waived

counsel by failing or refusing to obtain counsel and may proceed with the trial

only if (1) the defendant received a copy of the charging document containing

the notice as to the right to counsel and (2) the defendant either (A) is charged

with an offense that is not punishable by a fine exceeding five hundred dollars

or by imprisonment, or (B) appeared before a judicial officer of the District

Court pursuant to Rule 4-213 (a) or (b) or before the court pursuant to section

(a) of this Rule and was given the required advice.

(d) Waiver by Inaction—Circuit Court

If a defendant appears in circuit court without counsel on the date set for

hearing or trial, indicates a desire to have counsel, and the record shows

compliance with section (a) of this Rule, either in a previous appearance in the

circuit court or in an appearance in the District Court in a case in which the

defendant demanded a jury trial, the court shall permit the defendant to

explain the appearance without counsel. If the court finds that there is a

56

RULE 4-215

meritorious reason for the defendant’s appearance without counsel, the court

shall continue the action to a later time and advise the defendant that if

counsel does not enter an appearance by that time, the action will proceed to

trial with the defendant unrepresented by counsel. If the court finds that there

is no meritorious reason for the defendant’s appearance without counsel, the

court may determine that the defendant has waived counsel by failing or

refusing to obtain counsel and may proceed with the hearing or trial.

(e) Discharge of Counsel—Waiver

If a defendant requests permission to discharge an attorney whose

appearance has been entered, the court shall permit the defendant to explain

the reasons for the request. If the court finds that there is a meritorious

reason for the defendant’s request, the court shall permit the discharge of

counsel; continue the action if necessary; and advise the defendant that if new

counsel does not enter an appearance by the next scheduled trial date, the

action will proceed to trial with the defendant unrepresented by counsel.

If the court finds no meritorious reason for the defendant’s request, the court

may not permit the discharge of counsel without first informing the defendant

that the trial will proceed as scheduled with the defendant unrepresented by

counsel if the defendant discharges counsel and does not have new counsel. If

the court permits the defendant to discharge counsel, it shall comply with

subsections (a)(1)-(4) (a)(1) through (a)(4) of this Rule if the docket or file does

not reflect prior compliance.

Cross reference: See Rule 4-213.1 with respect to waiver of the right to an

attorney at an initial appearance before a judge and Rule 4-216.2 (b) with

57

RULE 4-215

respect to waiver of the right to an attorney at a hearing to review a pretrial

release decision of a commissioner. See Dykes v. State, 444 Md. 642 (2015)

and State v. Westray, 444 Md. 672 (2015) pertaining to discharge of appointed

counsel. See Code, Criminal Procedure Article, § 16-213 with respect to

appointment of an attorney other than through the Office of the Public

Defender.

Source: This Rule is derived as follows:

Section (a) is derived from former Rule 723 b 1, 2, 3 and 7 and c 1.

Section (b) is derived from former Rule 723.

Section (c) is in part derived from former M.D.R. 726 and in part new.

Section (d) is derived from the first sentence of former M.D.R. 726 d.

Section (e) is new.

REPORTER’S NOTE

Proposed amendments to Rule 4-215 expand the cross reference at the

end of the Rule to provide additional guidance to parties and the court when

the discharge of counsel analysis in section (e) is triggered.

Both Dykes v. State, 444 Md. 642 (2015) and State v. Westray, 442 Md.

672 (2015) address procedures and considerations when an indigent defendant

seeks to discharge appointed counsel. The Supreme Court – then the Court of

Appeals – held in Dykes that a request to discharge appointed counsel for a

reason deemed meritorious by the court is not the equivalent of a waiver of the

right to appointed counsel. The Court also determined that if the Office of the

Public Defender is unable or unwilling to provide new counsel, the trial court

may appoint counsel for the defendant pursuant to its inherent authority. In

Westray, the Court provided additional guidance on when an unmeritorious

discharge of counsel can be treated as a waiver of counsel.

The Rules Committee, prompted by the opinions in Dykes and Westray,

recommended a series of Rules changes to clarify the procedures for evaluating

a request to discharge counsel. In Dykes, Justice Shirley M. Watts wrote a

concurring opinion suggesting that the Committee consider providing guidance

to trial judges upon a determination that a defendant has a meritorious reason

for appearing without counsel – particularly in the circumstances present in

Dykes where an indigent defendant discharges appointed counsel for a

meritorious reason. The Committee proposed in its 191st Report the deletion of

Rule 4-215 and the creation of new Rules 4-215 and 4-215.1 for the District

Court and circuit courts, respectively. Those proposals were remanded on

other grounds without discussion of the discharge issue. Rule 4-215 was

58

RULE 4-215

amended in the 192nd Report, but the discharge issue raised by Dykes was not

revisited at that time.

Recently, the Committee was informed that the issue raised in Dykes has

persisted, most recently in a case where an indigent defendant had conflicts

with his attorney appointed from the Office of the Public Defender and a

subsequently appointed panel attorney. The OPD declined to be reappointed in

the case, but the judge had not yet found that the discharge of appointed

counsel was not meritorious.

The Criminal Rules Subcommittee of the Rules Committee discussed

current issues faced by courts attempting to comply with Rule 4-215, agreeing

with Judge Charles E. Moylan’s characterization of the Rule – cited by Justice

Watts – as a “minefield” (see Dykes at 671, citing Garner v. State, 183 Md. App.

122, 127 (2008), aff'd, 414 Md. 372 (2010)). The Subcommittee considered

whether to expand section (e) to set forth a procedure upon a determination

that the reason for discharging an attorney was meritorious.

The Subcommittee concluded that the “meritorious” analysis is a

significant issue for trial judges and determined that it would be most helpful

to expand the cross reference at the end of the Rule to include references to

Dykes, Westray, and a statute addressing appointment of an attorney when the

Public Defender is unable or declines to provide representation. The

Committee approved the Subcommittee’s recommendation.

A stylistic change in section (e) is also proposed.

59

RULE 6-121

MARYLAND RULES OF PROCEDURE

TITLE 6 – SETTLEMENT OF DECEDENTS’ ESTATES

CHAPTER 100 – GENERAL PROVISIONS

AMEND Rule 6-121 by adding new subsections (b)(1), (b)(2), and (b)(3)

pertaining to formatting requirements, by adding new subsection (c)(1)

pertaining to forms, by adding a cross reference and Committee note following

section (c), and by making stylistic changes, as follows:

Rule 6-121. FORM OF COURT PAPERS

(a) Caption

Unless a rule Rule in this Title specifies a different form of caption, all

papers filed with the court or the register Register of Wills shall be

appropriately captioned as follows:

IN THE ORPHANS' COURT

(OR)

BEFORE THE REGISTER OF WILLS

FOR

______________________, MARYLAND

IN THE ESTATE

OF ___________

:

:

:

ESTATE NO. ________

(b) Legibility and Durability Requirements

(1) Legibility; Durability

60

RULE 6-121

A paper and the writing on it shall be of permanent quality and the

writing shall be legible.

(2) Size of Paper; Orientation

A paper filed shall be printed, typed, or handwritten on paper 8 ½ inches

wide and 11 inches long, in portrait orientation.

(3) Ink Color; Margins; One-sided Paper

A paper filed shall be printed, typed, or handwritten in black or blue ink,

shall have a margin of not less than one inch at the top, bottom, and each side

of the page, except that the page number may be written within the bottom

margin, and shall make use of only one side of the paper.

(4) Type; Font Size

A computer-generated paper prepared electronically and filed shall be

formatted in at least an eleven-point font size. A typewritten paper prepared

and filed shall be typed in at least a ten-point font size.

(c) Forms; Existing Documents

Sections (a) and (b) of this Rule do not apply to any (1) a form approved by

the Registers of Wills and posted on the Register of Wills’ website and (2) a

document already in existence which that is filed as an exhibit to a petition or

paper. However, they sections (a) and (b) do apply to any a document prepared

as an exhibit.

Committee note: Rule 6-108 (a) prohibits a Register of Wills from refusing to

accept for filing any paper on the ground that it is not in the form mandated by

a Rule in this Title. This includes the formatting requirements under sections

(b) and (c) of this Rule. An orphans’ court has the discretion, however, to

determine that a paper has been prepared in a manner insufficient for the

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RULE 6-121

court to adequately review its contents, and order the filing party to file a

revised paper that complies with the provisions of section (b) of this Rule.

REPORTER’S NOTE

The Rules Committee proposes, at the request of the Orphans’ Court

judges, Registers of Wills, and the Estate and Trust Law Section of the

Maryland State Bar Association, that Rule 6-121 be revised to promulgate

uniform standards statewide to minimize the number of illegible filings received

by the Registers of Wills. In many situations, accounts filed with the Registers

have been illegible due to the use of small fonts, illegible handwriting, and

filings printed in “landscape” orientation.

New subsection (b)(1) requires that a filing be submitted on 8 ½ by 11

inch paper in “portrait” orientation.

New subsection (b)(2) specifies that a filing must be in blue or black ink

on one-sided paper with one-inch margins.

New subsection (b)(3) requires that a computer-generated paper must be

prepared using at least an 11-point font and type-written paper using at least a

10-point font.

Revisions are proposed to section (c) to clarify that the formatting

provisions in section (b) do not apply to the statewide forms promulgated on

the Registers of Wills’ website.

An explanatory Committee note referencing Rule 6-108 (a) is proposed

following section (c).

Conforming and stylistic amendments to the Rule also are proposed.

62

RULE 7-501

MARYLAND RULES OF PROCEDURE

TITLE 7 – APPELLATE AND OTHER JUDICIAL REVIEW IN CIRCUIT COURT

CHAPTER 500 – APPEALS FROM THE ORPHANS’ COURT TO THE CIRCUIT

COURT

AMEND Rule 7-501 by adding the word “appealable” and by making a

stylistic change, as follows:

Rule 7-501. APPLICABILITY

The rules Rules in this Chapter govern appeals to a circuit court from a

judgment or appealable order of an orphans' court.

Committee note: In Harford County, Howard County, and Montgomery

County, direct appeal to the Appellate Court is the only method of appellate

review of a judgment of the Orphans' Court. See Code, Courts Article, § 12502. In all other jurisdictions, the appellant has the option of a direct appeal

to the Appellate Court or an appeal to the circuit court for the county.

Source: This Rule is new.

REPORTER’S NOTE

The Rules Committee proposes, at the request of Orphans’ Court judges,

Registers of Wills, and the Estate and Trust Law Section of the Maryland State

Bar Association, that Rule 7-501 be revised to clarify that, in addition to

judgments, only appealable orders of an orphans’ court are eligible to be

appealed. This revision was requested because some litigants in Orphans’

Court matters were seeking to take appeals from unappealable judgments and

orders.

63

RULE 8-306

MARYLAND RULES OF PROCEDURE

TITLE 8 – APPELLATE REVIEW IN THE SUPREME COURT

AND THE APPELLATE COURT

CHAPTER 300 – OBTAINING REVIEW IN THE SUPREME COURT

ADD new Rule 8-306, as follows:

Rule 8-306. DIRECT APPEAL TO THE SUPREME COURT

(a) Generally

In a matter in which a direct appeal to the Supreme Court is authorized by

statute or other law, and upon the filing of such a notice of appeal, the

Supreme Court may direct the lower court promptly to transmit the record and

may take any of the following actions allowed by law:

(1) Dismiss the appeal pursuant to Rule 8-602;

(2) Affirm the judgment that is the source of the appeal;

(3) Vacate or reverse the judgment that is the source of the appeal; or

(4) Remand the appeal to the lower court to modify the judgment or for

proceedings as directed by order of the Supreme Court. The Supreme Court

may elect to retain appellate jurisdiction over an appeal in an order directing a

remand.

(b) Briefing; Oral Argument

(1) Briefing

After a review of the record, the Supreme Court may direct the parties to

brief the issues on appeal pursuant to Rules 8-503 and 8-504. An order from

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RULE 8-306

the Supreme Court requiring briefs to be filed shall establish a time that

transcripts must be ordered by the parties and submitted to the Court.

(2) Submission; Oral Argument

After briefing is completed pursuant to subsection (b)(1) of this Rule, the

Supreme Court may decide the appeal based on the briefs submitted or may

schedule oral argument.

(c) Expedited Direct Appeals

The Supreme Court, as authorized by statute, other law, or on its own

initiative, may expedite the briefing, oral argument, and consideration of a

direct appeal considered under this Rule.

Cross reference: For examples of Code provisions governing direct appeal to

the Supreme Court of Maryland, see Code, Criminal Procedure Article, § 8-201

(Petition for DNA Testing and Preservation of Scientific Identification Evidence);

Code, Election Law Article, § 5-305 (Petitions Challenging Residency of

Candidate); Code, Election Law Article, § 6-209 (Judicial Review); Code,

Election Law Article, § 6-210 (Schedule of Process); Code, Election Law Article,

§ 9-209 (Judicial Review of Ballot); Code, Election Law Article, § 12-203 (Appeal

Proceedings); Code, Election Law Article, § 16-1004 (Injunction to Prohibit

Violation of § 16-201 of Election Law Title); Code, Financial Institutions Article,

§ 9-712 (Pledge, Transfer, or Sale of Assets); and Code, Public Utilities Article,

§ 7-528 (Effective Date of Qualified Rate Orders).

Source: This Rule is new.

REPORTER’S NOTE

The Rules Committee proposes new Rule 8-306 to clarify the procedures

that govern direct appeals to the Supreme Court of Maryland.

Section (a) provides that the Supreme Court may take any of the

following actions after a direct appeal is filed: dismiss the appeal; affirm the

underlying judgment; vacate or reverse the underlying judgment; or remand

the appeal.

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RULE 8-306

Section (b) is divided into two subsections. Subsection (b)(1) pertains to

briefing. Subsection (b)(2) provides that the Supreme Court may schedule an

oral argument or decide an appeal on the briefs submitted.

Section (c) indicates that the Supreme Court “as authorized by statute,

other law, or on its own initiative, may expedite the briefing, oral argument,

and consideration of a direct appeal.”

A non-exhaustive list of statutory authority providing for direct appeals

to the Supreme Court is included in a cross reference following section (c).

66

RULE 8-301

MARYLAND RULES OF PROCEDURE

TITLE 8 – APPELLATE REVIEW IN THE SUPREME COURT

AND THE APPELLATE COURT

CHAPTER 300 – OBTAINING REVIEW IN THE SUPREME COURT

AMEND Rule 8-301 by deleting certain citations in the cross reference

following section (a), by adding a reference to Rule 8-306 in section (b), and by

deleting certain language in section (b), as follows:

Rule 8-301. METHOD OF SECURING REVIEW – THE SUPREME COURT

(a) Generally

Appellate review by the Supreme Court may be obtained only:

(1) by direct appeal where allowed by law;

(2) pursuant to the Maryland Uniform Certification of Questions of Law Act;

(3) by writ of certiorari upon petition filed pursuant to Rules 8-302 and 8303; or

(4) by writ of certiorari issued on the Court's own initiative.

Cross reference: For Code provisions governing direct appeals to the Supreme

Court, see Code, Election Law Article, § 12-203 concerning appeals from circuit

court decisions regarding contested elections; Code, Election Law Article, § 161004 concerning appeals from circuit court decisions regarding injunctive relief

sought for certain violations of election law; and Code, Financial Institutions

Article, § 9-712(d)(2) concerning appeals from circuit court decisions approving

transfer of assets of savings and loan associations. For the Maryland Uniform

Certification of Questions of Law Act, see Code, Courts Article, §§ 12-601

through 12-613. For the authority of the Court to issue a writ of certiorari on

its own initiative, see Code, Courts Article, § 12-201.

(b) Direct Appeals to Supreme Court

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RULE 8-301

A direct appeal to the Supreme Court allowed by law is governed by the

other Rules of this Title applicable to appeals Rule 8-306, or by the law

authorizing the direct appeal. In the event of a conflict, the law authorizing the

direct appeal shall prevail. Except as otherwise required by necessary

implication, references in those Rules to the Appellate Court shall be regarded

as references to the Supreme Court.

(c) Certification of Questions of Law

Certification of questions of law to the Supreme Court pursuant to the

Maryland Uniform Certification of Questions of Law Act is governed by Rule 8305.

Source: This Rule is in part derived from Rule 810 and in part new.

REPORTER’S NOTE

The Rules Committee proposes amendments to Rule 8-301 to conform

this Rule to the provisions of proposed new Rule 8-306.

A proposed amendment to the cross reference following section (a)

deletes the citations to Code provisions concerning direct appeals to the

Supreme Court because the information is now contained in proposed new

Rule 8-306 addressing direct appeals to the Supreme Court. Rule 8-306

contains a cross reference with citations to the three statutes in the current

language of Rule 8-301, as well as additional relevant Code provisions.

Proposed amendments to Rule 8-301 (b) conform the section to reflect

that provisions governing direct appeals to the Supreme Court are now

contained in new Rule 8-306.

68

RULE 8-504

MARYLAND RULES OF PROCEDURE

TITLE 8 – APPELLATE REVIEW IN THE SUPREME COURT AND THE

APPELLATE COURT

CHAPTER 500 – RECORD EXTRACT, BRIEFS, AND ARGUMENT

AMEND Rule 8-504 by adding a reference to new Rule 8-306 in

subsection (a)(8), as follows:

Rule 8-504. CONTENTS OF BRIEF

(a) Contents

A brief shall comply with the requirements of Rule 8-112 and include the

following items in the order listed:

(1) A table of contents and a table of citations of cases, constitutional

provisions, statutes, ordinances, rules, and regulations, with cases

alphabetically arranged. When a reported Maryland case is cited, the citation

shall include a reference to the official Report.

Cross reference: Citation of unreported opinions is governed by Rule 1-104.

(2) A brief statement of the case, indicating the nature of the case, the

course of the proceedings, and the disposition in the lower court, except that

the appellee's brief shall not contain a statement of the case unless the

appellee disagrees with the statement in the appellant's brief.

(3) A statement of the questions presented, separately numbered, indicating

the legal propositions involved and the questions of fact at issue expressed in

the terms and circumstances of the case without unnecessary detail.

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RULE 8-504

(4) A clear concise statement of the facts material to a determination of the

questions presented, except that the appellee's brief shall contain a statement

of only those additional facts necessary to correct or amplify the statement in

the appellant's brief. Reference shall be made to the pages of the record extract

or appendix supporting the assertions. If pursuant to these rules or by leave of

court a record extract is not filed, reference shall be made to the pages of the

record or to the transcript of testimony as contained in the record.

Cross reference: Rule 8-111 (b).

(5) A concise statement of the applicable standard of review for each issue,

which may appear in the discussion of the issue or under a separate heading

placed before the argument.

(6) Argument in support of the party's position on each issue.

(7) A short conclusion stating the precise relief sought.

(8) In the Appellate Court, or on direct appeal to the Supreme Court

pursuant to Rule 8-306, a statement as to whether the party filing the brief

requests oral argument.

(9) If the brief is prepared with proportionally spaced type, a Certification of

Word Count and Compliance with Rule 8-112 substantially in the form set

forth in subsection (a)(9)(A) of this Rule. The party or amicus curiae providing

the certification may rely on the word count of the word-processing system

used to prepare the brief.

(A) Form

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RULE 8-504

A Certification of Word Count and Compliance with Rule 8-112 shall be

substantially in the following form:

CERTIFICATION OF WORD COUNT AND COMPLIANCE WITH RULE 8-112

1. This brief contains _______________ words, excluding the parts of the brief

exempted from the word count by Rule 8-503.

2. This brief complies with the requirements stated in Rule 8-112.

(10) The citation and verbatim text of all pertinent constitutional provisions,

statutes, ordinances, rules, and regulations except that the appellee’s brief

shall contain only those not included in the appellant's brief.

(11) Unless filed as a separate document, a certificate of service in

compliance with Rule 1-323.

Cross reference: For requirements concerning the form of a brief, see Rule 8112.

...

REPORTER’S NOTE

The Rules Committee proposes amendments to subsection (a)(8) of Rule

8-504 to conform this Rule to the addition of proposed new Rule 8-306

addressing direct appeals to the Supreme Court.

71

RULE 8-523

MARYLAND RULES OF PROCEDURE

TITLE 8 – APPELLATE REVIEW IN THE SUPREME COURT AND THE

APPELLATE COURT

CHAPTER 500 – RECORD EXTRACT, BRIEFS, AND ARGUMENT

AMEND Rule 8-523 by adding a cross reference to new Rule 8-306

following subsection (a)(2), as follows:

Rule 8-523. CONSIDERATION ON BRIEF

(a) Submission on Brief by Party

(1) In the Appellate Court

In the Appellate Court, a party to a case the Court has scheduled for

argument may submit for consideration on brief by filing a notice with the

Clerk at least ten days prior to argument. Before filing a notice submitting on

brief, a party shall attempt to ascertain whether any other parties to the appeal

also will submit on brief and state the position of those other parties in the

notice. The Court may require oral argument from either side or both sides,

notwithstanding the submission on brief.

(2) In the Supreme Court

In the Supreme Court a party may not submit an appeal for

consideration on brief except with permission of the Court. A request to

submit on brief shall be made in writing at least 15 days before argument.

Cross reference: See Rule 8-306 (b)(2) governing submission on brief in direct

appeals to the Supreme Court.

72

RULE 8-523

(b) Directed by the Appellate Court

(1) When Directed

In the Appellate Court, if all the judges of the panel to which an appeal

has been assigned conclude, after the filing of the appellant's brief, that oral

argument would not be of assistance to the Court because of the nature of the

questions raised, the Court shall direct that the appeal be considered on brief

without oral argument. The Clerk shall promptly mail notice to all parties that

the Court has directed consideration of the appeal on brief.

(2) Request for Oral Argument

If pursuant to subsection (1) of this section the Court directs that an

appeal be considered on brief without oral argument, any party may file a

request for oral argument. The request shall be filed within ten days after the

later of (A) the date the Clerk mails the notice required by subsection (1) of this

section or (B) the date the appellee's brief is filed. If the Court grants the

request for oral argument, the appeal shall be assigned for argument pursuant

to Rule 8-521. Unless the Court specifies otherwise in its order granting the

request, oral argument shall be as provided in Rule 8-522.

Source: This Rule is derived from former Rules 846 d, 1047, and 1038.

REPORTER’S NOTE

The Rules Committee proposes adding a cross reference to proposed new

Rule 8-306 concerning direct appeals to the Supreme Court following

subsection (a)(2) of this Rule.

73

RULE 16-406

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 400 – CIRCUIT COURTS – CLERKS’ OFFICES

AMEND Rule 16-406 by revising the title of the Rule, by adding new item

(4) pertaining to a notice of appeal to the Supreme Court, by adding “or the

Clerk of the Supreme Court, as appropriate” to the end of the first sentence, by

adding “In the Appellate Court” to the second sentence, and by making stylistic

changes, as follows:

Rule 16-406. NOTICE TO THE APPELLATE COURT OR SUPREME COURT

Upon the filing of (1) a notice of appeal or application for leave to appeal to the

Appellate Court, (2) a timely motion pursuant to Rule 2-532, 2-533, or 2-534 if

filed after the filing of a notice of appeal, or (3) an order striking a notice of

appeal pursuant to Rule 8-203, or (4) a notice of appeal, where permitted by

law, to the Supreme Court, the clerk of the circuit court immediately shall send

via the MDEC system a copy of the paper filed to the Clerk of the Appellate

Court or the Clerk of the Supreme Court, as appropriate. If In the Appellate

Court, if a notice of appeal is accompanied by a Civil Appeal Information Report

required by Rule 8-205, the Information Report shall be transmitted in the

same manner as with the notice of appeal.

Source: This Rule is derived from former Rule 16-309 (2016).

74

RULE 16-406

REPORTER’S NOTE

Amendments are proposed to conform Rule 16-406 to the provisions of

proposed new Rule 8-306, which pertains to direct appeals to the Supreme

Court of Maryland. New item (4) is proposed, which adds to the list notices of

appeal in direct appeals to the Supreme Court. In addition, the Clerk of the

Supreme Court is added to the portion of the first sentence that pertains to

recipients of circuit court transmissions required by the Rule. Because the

proposed revision expands the applicability of the Rule to direct appeals to the

Supreme Court, an amendment is made to the second sentence of the Rule to

clarify that the provision pertaining to Information Reports remains applicable

only to appeals in the Appellate Court.

In the last sentence, an amendment replacing “in the same manner as”

with the word “with” is stylistic, only.

75

RULE 8-111

MARYLAND RULES OF PROCEDURE

TITLE 8 – APPELLATE REVIEW IN THE SUPREME COURT

AND THE APPELLATE COURT

CHAPTER 100 – GENERAL PROVISIONS

AMEND Rule 8-111 by moving the reference to Code, Criminal Procedure

Article § 11-103 from the end of subsection (c)(1) to the beginning of the

subsection, by deleting and adding certain language to subsection (c)(1)

regarding a victim’s right to appeal a final order, and by deleting a reference to

Rule 8-204 in subsection (c)(1), as follows:

Rule 8-111. DESIGNATION OF PARTIES; REFERENCES

(a) Formal Designation

(1) No Prior Appellate Decision

When no prior appellate decision has been rendered, the party first

appealing the decision of the trial court shall be designated the appellant and

the adverse party shall be designated the appellee. Unless the Court orders

otherwise, the opposing parties to a subsequently filed appeal shall be

designated the cross-appellant and cross-appellee.

(2) Prior Appellate Decision

In an appeal to the Supreme Court from a decision by the Appellate Court

or by a circuit court exercising appellate jurisdiction, the party seeking review

of the most recent decision shall be designated the petitioner and the adverse

party shall be designated the respondent. Except as otherwise specifically

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RULE 8-111

provided or necessarily implied, the term “appellant” as used in the Rules in

this Title shall include a petitioner and the term “appellee” shall include a

respondent.

Cross reference: See Rule 8-305 for designation of parties in cases certified

pursuant to the Maryland Uniform Certification of Questions of Law Act.

(b) Alternative References

In the interest of clarity, the parties are encouraged to use the

designations used in the trial court, the actual names of the parties, or

descriptive terms such as “employer,” “insured,” “seller,” “husband,” and “wife”

in papers filed with the Court and in oral argument.

(c) Victims and Victims’ Representatives

Although not a party to a criminal or juvenile proceeding, a victim of a

crime or a delinquent act or a victim’s representative may: (1) under Code,

Criminal Procedure Article, § 11-103, file an application for leave to appeal to

the Appellate Court from an interlocutory or a final order or appeal to the

Appellate Court from a final order; under Code, Criminal Procedure Article, §

11-103 and Rule 8-204; or (2) participate in the same manner as a party

regarding the rights of the victim or victim’s representative.

Cross reference: See Rule 1-326 for service and notice to attorneys for victims

and victims’ representatives regarding the rights of victims and representatives.

Source: This Rule is derived as follows:

Section (a) is derived in part from former Rule 827 and in part new.

Section (b) is derived from Fed. R. App. P. 28 (d).

Section (c) is new.

77

RULE 8-111

REPORTER’S NOTE

The Rules Committee proposes a housekeeping amendment to conform

section (c) of Rule 8-111 to the current version of Code, Criminal Procedure

Article, § 11-103(b), which was amended by the General Assembly in 2013 to

add a provision to permit a victim to appeal a final order to the Appellate Court

without filing a request for leave of court to do so. Before this amendment, a

victim was required to file a request for leave of court to appeal both an

interlocutory order and a final order. This housekeeping amendment will bring

section (c) of this Rule into conformity with the provisions of Code, Criminal

Procedure Article, § 11-103.

It is also proposed to delete the reference to Rule 8-204 from subsection

(c)(1). This is because its placement near the citation to the Criminal

Procedure Article was viewed as potentially confusing and perhaps misleading

to an individual reading this Rule in that it may be construed to require a

victim to request leave of court to appeal an order in which it may not be

required to do so.

78

RULE 8-305

MARYLAND RULES OF PROCEDURE

TITLE 8 – APPELLATE REVIEW IN THE SUPREME COURT

AND THE APPELLATE COURT

CHAPTER 300 – OBTAINING REVIEW IN THE SUPREME COURT

AMEND Rule 8-305 by replacing the word “original” with the word

“certification” in subsection (b)(3), by deleting the provision pertaining to the

filing fee for docketing regular appeals from subsection (b)(3), by adding a

provision to subsection (b)(3) permitting the electronic forwarding of a

certification order under certain circumstances, by adding new subsection

(c)(1) pertaining to actions to be taken by the Supreme Court, by adding new

subsection (c)(2) pertaining to the payment of fees, by adding new section (d)

pertaining to the use of MDEC and coordination with the certifying court, and

by making stylistic changes, as follows:

Rule 8-305.

CERTIFICATION OF QUESTIONS OF LAW TO THE SUPREME

COURT

(a) Certifying Court

“Certifying court” A “certifying court” as used in this Rule means a court

authorized by Code, Courts Article, § 12-603 to certify a question of law to the

Supreme Court of Maryland.

Committee note: Necessary implication requires that the definition of “court”

set forth in Rule 1-202 does not apply in this Rule.

(b) Certification Order

(1) Generally

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RULE 8-305

In disposing of an action pending before it, a certifying court, on motion of

any party or on its own initiative, may submit to the Supreme Court a question

of law of this State, in accordance with the Maryland Uniform Certification of

Questions of Law Act, by filing a certification order.

(2) Contents of Order

The certification order shall be signed by a judge of the certifying court

and shall state the question of law submitted, state the relevant facts from

which the question arises, and the party who shall be treated as designate the

appellant in the certification procedure.

(3) Transmittal of Order to Supreme Court

The original certification order shall be forwarded to the Supreme Court

by the clerk of the certifying court under its official seal, together with the filing

fee for docketing regular appeals. By prior arrangement with the Clerk of the

Supreme Court, the certification order may be forwarded through electronic

mail or other electronic means.

(c) Proceeding in the Supreme Court

(1) Order Received by Supreme Court

Upon receipt of the certification order, the Supreme Court promptly shall

consider whether to accept or reject the certification.

(A) Order Rejected by Supreme Court

If the Supreme Court rejects the certification, the Clerk shall send notice

to the clerk of the certifying court.

(B) Order Accepted by Supreme Court

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RULE 8-305

If the Supreme Court accepts the certification, the Clerk shall send

notice of acceptance to the clerk of the certifying court, docket the certification

as a miscellaneous matter, and send a copy of the notice and a briefing

schedule to the parties.

(2) Payment of Fees

Within 15 days after the Clerk sends notice of acceptance, the parties

shall deposit the filing fee for docketing an appeal with the Clerk of the

Supreme Court. Unless otherwise directed by the certifying court, each party

shall pay an equal share of the filing fee. The obligation to pay the filing fee

may be enforced by the certifying court or by the Supreme Court.

(3) Certification Order Equivalent of Transmission of Record

The filing of the certification order in the Supreme Court shall be the

equivalent of the transmission of a record on appeal. The Supreme Court may

request, in addition, all or any part of the record before the certifying court.

Upon request, the certifying court shall file the original or a copy of the parts of

the record requested together with a certificate, under the official seal of the

certifying court and signed by a judge or clerk of that court, stating that the

materials submitted are all the parts of the record requested by the Supreme

Court.

(d) Use of MDEC; Coordination with Certifying Court

(1) Use of MDEC During Pendency of Certification

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RULE 8-305

The parties to the certified question will receive notices, orders, and other

papers from the Supreme Court and shall file all papers with the Supreme

Court through the MDEC system.

(2) Coordination with Certifying Court

By prior arrangement between the Clerk of the Supreme Court and the

clerk of the certifying court, notices, correspondence, and other papers,

including the written opinion of the Supreme Court, may be transmitted

between the Supreme Court and the certifying court through electronic mail or

other electronic means.

(d)(e) Decision by the Supreme Court

The written opinion of the Supreme Court stating the law governing the

question certified shall be sent by the Clerk of the Supreme Court to the

certifying court. The Clerk of the Supreme Court shall certify, under seal of the

Court, that the opinion is in response to the question of law of this State

submitted by the certifying court.

Cross reference: Code, Courts Article, §§ 12-601 through 12-609.

Source: This Rule is derived in part from former Rule 896 and is in part new.

REPORTER’S NOTE

The Rules Committee, at the request of the Clerk of the Supreme Court

of Maryland, proposes revisions to Rule 8-305 to conform the Rule to the

provisions of a Memorandum of Understanding between the U.S. District Court

for the District of Maryland and the Supreme Court of Maryland.

82

RULE 8-502

MARYLAND RULES OF PROCEDURE

TITLE 8 – APPELLATE REVIEW IN THE SUPREME COURT AND THE

APPELLATE COURT

CHAPTER 500 – RECORD EXTRACT, BRIEFS, AND ARGUMENT

AMEND Rule 8-502 by replacing “eight” with “five paper” in subsection

(c)(1), by deleting “eight copies of each” from subsection (c)(1), by adding

“paper” to subsection (c)(2), by replacing “two copies” with the phrase “Unless

otherwise agreed to by the parties, one paper copy” in subsection (c)(3), and by

making stylistic changes, as follows:

Rule 8-502. FILING OF BRIEFS

...

(c) Filing and Service

(1) Filing in Appellate Court

In an appeal to the Appellate Court, eight five paper copies of each brief

and eight five paper copies of each record extract shall be filed, unless

otherwise ordered by the court. Unless filing an informal brief pursuant to

subsection (a)(9) of this Rule, incarcerated or institutionalized parties who are

self-represented shall file eight five paper copies of each brief and eight five

paper copies of each record extract.

(2) Filing in Supreme Court

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RULE 8-502

In the Supreme Court, eight paper copies of each brief and record extract

shall be filed, unless otherwise ordered by the court.

(3) Service on Parties

Two copies Unless otherwise agreed to by the parties, one paper copy of

each brief and record extract shall be served on each party pursuant to Rule 1321.

...

REPORTER’S NOTE

The Rules Committee proposes amendments to section (c) of Rule 8-502,

including stylistic changes to separate the section into three subsections. In

subsection (c)(1), the proposed amendments reduce the number of paper copies

filed in appellate actions in the Appellate Court of Maryland. In subsection

(c)(2), the word “paper” is added before “copies” for clarity.

In addition, the number of paper copies to be served on other parties

pursuant to subsection (c)(3) is proposed to be reduced from two to one, with a

provision added that permits the parties to agree otherwise.

These amendments are anticipated to reduce ancillary costs associated

with an appeal. Conforming amendments also are proposed to Rules 20-403

and 20-404.

84

RULE 20-403

MARYLAND RULES OF PROCEDURE

TITLE 20 – ELECTRONIC FILING AND CASE MANAGEMENT

CHAPTER 400 – APPELLATE REVIEW

AMEND Rule 20-403 by deleting and adding certain language in sections

(b) and (c) to change the number of paper copies of the record extract or

appendix to be filed and served, as follows:

Rule 20-403. RECORD EXTRACT OR APPENDIX

(a) Electronic Filing Required

The registered user responsible for the preparation of a record extract or

appendix shall cause all portions of the document to be filed electronically

unless otherwise ordered by the court. For a record extract in excess of 300

pages, the extract shall be filed in separate volumes not exceeding 300 pages

each.

(b) Paper Copies Required from Persons Who File Electronically

In addition to the electronic filing, the party responsible for the

preparation and filing of the record extract or appendix shall file eight the

number of paper copies of the document in paper form required by Rule 8-502.

(c) Service

In addition to electronic service, the party responsible for the preparation

and filing of the record extract or appendix shall serve two the number of paper

copies of the document required by Rule 8-502 on each party pursuant to the

provisions of Rule 1-321.

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RULE 20-403

(d) Record Extract or Appendix Filed by a Person Other than a Registered

User

A person who is not required to file electronically and files a record extract

or appendix in paper form shall file and serve the number of paper copies

required by the Rules in Title 8 of these Rules.

Source: This Rule is new.

REPORTER’S NOTE

The Rules Committee proposes amendments to section (b) and section (c)

of Rule 20-403 to reduce the number of paper copies filed in appellate actions

in this State. This is anticipated to reduce the ancillary costs associated with

an appeal. The Rules Committee opted to replace the provisions in section (b)

and section (c) that stated the actual number of copies required with a

reference to Rule 8-502 (c). This was done, in part, to continue the gradual

migration away from Title 20 provisions that would be more properly located in

other Titles of the Rules in the wake of all jurisdictions in the State having

switched to MDEC.

86

RULE 20-404

MARYLAND RULES OF PROCEDURE

TITLE 20 – ELECTRONIC FILING AND CASE MANAGEMENT

CHAPTER 400 – APPELLATE REVIEW

AMEND Rule 20-404 by deleting and adding certain language in sections

(b) and (c) to change the number of paper copies of a brief to be filed and

served, as follows:

Rule 20-404. BRIEFS

(a) Electronic Filing Required

All briefs filed by a registered user shall be filed electronically, unless

otherwise ordered by the court.

(b) Paper Copies Required from Persons Who File Electronically

In addition to the electronic filing, the party filing a brief shall file eight

copies of the brief in paper form the number of paper copies required by Rule

8-502.

(c) Service

In addition to electronic service, the party filing a brief shall serve two the

number of paper copies of the brief required by Rule 8-502 on each party

pursuant to the provisions of Rule 1-321.

(d) Brief Filed by a Person Other than a Registered User

A person who is not required to file electronically and files a brief in paper

form shall file and serve the number of paper copies required by Rule 8-502.

Source: This Rule is new.

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RULE 20-404

REPORTER’S NOTE

The Rules Committee proposes amendments to sections (b) and (c) of

Rule 20-404 to reduce the number of paper copies filed in appellate actions in

this State. This is anticipated to reduce the cost of an appeal. The Rules

Committee opted to replace the provisions in sections (b) and (c) that stated the

actual amount of copies required with a reference to Rule 8-502. This was

done, in part, to continue the gradual migration away from Title 20 provisions

that would be more properly located in other Titles of the Rules in the wake of

all jurisdictions in the State having switched to MDEC.

88

RULE 8-503

MARYLAND RULES OF PROCEDURE

TITLE 8 – APPELLATE REVIEW IN THE SUPREME COURT AND THE

APPELLATE COURT

CHAPTER 500 – RECORD EXTRACT, BRIEFS, AND ARGUMENT

AMEND Rule 8-503 by adding a reference to Rule 8-511 to subsection

(d)(4), by deleting the provision in subsection (d)(4)(B) pertaining to word counts

in amicus briefs supporting or opposing a petition for certiorari or other

extraordinary writ, and by adding new subsection (d)(5) pertaining to images

included in briefs, as follows:

Rule 8-503. STYLE AND FORM OF BRIEFS

(a) Numbering of Pages; Binding

The pages of a brief shall be consecutively numbered. The brief shall be

securely bound along the left margin.

(b) References

References (1) to the record extract, regardless of whether the record

extract is included as an attachment to the appellant's brief or filed as a

separate volume, shall be indicated as (E .......), (2) to any appendix to

appellant's brief shall be indicated as (App .......), (3) to an appendix to

appellee's brief shall be indicated as (Apx .......), (4) to an appendix to a reply

brief shall be indicated as (Rep. App .......), and (5) to an appendix to a crossappellant’s reply brief shall be indicated as (Cr. Apx …….). If the case falls

within an exception listed in Rule 8-501 (b), references to the transcript of

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RULE 8-503

testimony contained in the record shall be indicated as (T .......) and other

references to the record shall be indicated as (R .......).

(c) Covers

A brief shall have a back and cover of the following color:

(1) In the Appellate Court:

(A) appellant's brief--yellow;

(B) appellee's brief--green;

(C) reply brief--light red;

(D) amicus curiae brief--gray;

(E) cross-appellant's reply brief--purple;

(F) briefs of incarcerated or institutionalized parties who are selfrepresented--white.

(2) In the Supreme Court:

(A) appellant's brief--white;

(B) appellee's brief--blue;

(C) reply brief--tan;

(D) amicus curiae brief--gray;

(E) cross-appellant’s reply brief--orange.

The cover page shall contain the name of the appellate court, the caption of

the case on appeal, and the case number on appeal, as well as the name,

address, telephone number, and e-mail address, if available, of at least one

attorney for a party represented by an attorney or of the party if not

represented by an attorney. If the appeal is from a decision of a trial court, the

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RULE 8-503

cover page shall also name the trial court and each judge of that court whose

ruling is at issue in the appeal. The name typed or printed on the cover

constitutes a signature for purposes of Rule 1-311.

(d) Length

(1) Principal Briefs of Parties

Except as otherwise provided in section (e) of this Rule or with

permission of the Court, the principal brief of an appellant or appellee shall not

exceed 9,100 words in the Appellate Court or 13,000 words in the Supreme

Court. This limitation does not apply to (A) the table of contents and citations

required by Rule 8-504 (a)(1); (B) the information required by Rule 8-504

(a)(10); or (C) a Certification of Word Count and Compliance with Rule 8-112

required by Rule 8-504 (a)(9).

(2) Motion to Dismiss

Except with permission of the Court, any portion of a party's brief pertaining

to a motion to dismiss shall not exceed an additional 2,600 words in the

Appellate Court or 6,500 words in the Supreme Court.

(3) Reply Brief

Any reply brief shall not exceed 3,900 words in the Appellate Court or

6,500 words in the Supreme Court.

(4) Amicus Curiae Brief

Except with the permission of the Court, or as provided in Rule 8-511, an

amicus curiae brief:

(A) if filed in the Appellate Court, shall not exceed 3,900 words; and

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RULE 8-503

(B) if filed in the Supreme Court, shall not exceed 6,500 words, except that

an amicus curiae brief supporting or opposing a petition for certiorari or other

extraordinary writ shall not exceed 3,900 words.

(5) Use of Images

Images shall be used in a brief only for demonstrative purposes and not

to avoid any word count limits.

(e) Briefs of Cross-Appellant and Cross-Appellee

In cases involving cross-appeals, the principal brief filed by the

appellee/cross-appellant shall not exceed 13,000 words. The reply brief filed

by the appellant/cross-appellee shall not exceed (1) 13,000 words in the

Supreme Court or (2) in the Appellate Court (A) 9,100 words if no reply to the

appellee's answer is included or (B) 13,000 words if a reply is included. The

reply brief filed by the cross-appellant shall not exceed 3,900 words in the

Appellate Court or 6,500 words in the Supreme Court.

(f) Incorporation by Reference

In a case involving more than one appellant or appellee, any appellant or

appellee may adopt by reference any part of the brief of another.

(g) Effect of Noncompliance

For noncompliance with this Rule, the appellate court may dismiss the

appeal or make any other appropriate order with respect to the case, including

an order that an improperly prepared brief be reproduced at the expense of the

attorney for the party for whom the brief was filed.

Source: This Rule is derived as follows:

Section (a) is derived from former Rules 831 a and 1031 a.

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RULE 8-503

Section (b) is derived from former Rules 831 a and 1031 a.

Section (c) is derived from former Rules 831 a and 1031 a.

Section (d) is in part derived from Rule 831 b and 1031 b and in part new.

Section (e) is new.

Section (f) is derived from Fed. R. App. P. 28(i).

Section (g) is derived from former Rules 831 g and 1031 f.

REPORTER’S NOTE

The Rules Committee proposes an amendment to subsection (d)(4)(B) of

Rule 8-503 to correct an inconsistency between the word count provisions of

this subsection (3,900 words) and the word count provisions in subsection

(e)(4) of Rule 8-511 (1,900 words). This is accomplished by adding language to

the stem of subsection (d)(4) acknowledging the different limits in Rule 8-511

and by deleting the provision pertaining to word counts for certain amicus

briefs in subsection (d)(4)(B) of this Rule.

New subsection (d)(5) is proposed to provide guidance to practitioners

and the appellate bench concerning the use of images in appellate briefs. An

image may be used in an appellate brief for demonstrative purposes but may

not be used in such a manner as to attempt to circumvent word count

restrictions. The Committee considered whether words contained in an image

should be included in the word count limit, but ultimately settled on the

suggested language in proposed new subsection (d)(5) because current limits in

technology do not easily permit words contained in images to be counted in an

automated fashion as word counts are in word-processed documents. As a

result, the choice was made to emphasize the intended use of the image and

not merely the word count.

93

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 900 – ACCESS TO JUDICIAL RECORDS

DIVISION 5 – OTHER REQUESTS

TABLE OF CONTENTS

Rule 16-934 16-941. CASE RECORDS – COURT ORDER DENYING OR

PERMITTING INSPECTION NOT OTHERWISE AUTHORIZED BY RULE

(a) Purpose; Scope

(b) Petition

(c) Shielding of Record Upon Petition

(d) Temporary Order Precluding or Limiting Inspection

(e) Referral for Evidentiary Hearing

(f) Hearing; Final Order

(g) Filing of Order

(h) Non-Exclusive Remedy

(i) Request to Shield Certain Information

Rule 16-942. PROTECTED INDIVIDUALS – REQUEST TO SHIELD

(a) Definition

(b) Applicability

(c) Request

(d) Shielding of Record upon Request

(e) Determination; Order

94

RULE 16-941

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 900 – ACCESS TO JUDICIAL RECORDS

DIVISION 4 – RESOLUTION OF DISPUTES DIVISION 5 – OTHER REQUESTS

AMEND Rule 16-934 by renumbering it as Rule 16-941, as follows:

Rule 16-934 16-941. CASE RECORDS – COURT ORDER DENYING OR

PERMITTING INSPECTION NOT OTHERWISE AUTHORIZED BY RULE

(a) Purpose; Scope

···

REPORTER’S NOTE

Proposed amendments to Rule 16-934 renumber it as Rule 16-941 and

place it in new Division 5 of Title 16, Chapter 900. Rule 16-934 “is intended to

authorize a court to permit inspection of a case record that is not otherwise

subject to inspection, or to deny inspection of a case record that otherwise

would be subject to inspection” if certain conditions are met. It is currently

located in Division 4, Resolution of Disputes, with Rules governing the

procedure for contesting determinations by custodians, including

administrative review and declaratory relief. The Committee determined that

Rule 16-934 should be moved to a new Division for “Other Requests.”

There are no substantive changes proposed to new Rule 16-941.

95

RULE 16-942

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 900 – ACCESS TO JUDICIAL RECORDS

DIVISION 5 – OTHER REQUESTS

ADD new Rule 16-942, as follows:

Rule 16-942. PROTECTED INDIVIDUALS – REQUEST TO SHIELD

(a) Definitions

The following definitions apply in this Rule:

(1) Personal Information

“Personal information” means information described in Code, Courts

Article, § 3-2301(d).

(2) Protected Individual

“Protected individual” means an individual described in Code, Courts

Article, § 3-2301(e).

(b) Applicability

This Rule applies to a request by or on behalf of a protected individual to

shield from public inspection personal information contained in a case record.

(c) Request

A request to shield pursuant to this Rule shall itself be shielded and shall:

(1) be in writing;

(2) provide sufficient information to permit the court to confirm that the

96

RULE 16-942

requester or individual on whose behalf the request is made is a protected

individual;

(3) state with particularity each record alleged to contain personal

information and the location of the personal information within the record; and

(4) be filed with the clerk.

(d) Shielding of Record upon Request

Upon the filing of a request pursuant to this Rule, the clerk shall deny

public inspection of the case record for a period not to exceed five business

days, including the day the request is filed, in order to allow the court an

opportunity to determine whether an order should issue. Immediately upon

docketing, the request shall be delivered to a judge who is not the protected

individual or related to the protected individual named in the request for

consideration.

(e) Determination; Order

(1) The court shall consider a request filed under this Rule on an expedited

basis.

(2) If the court determines that the case record contains personal

information of a protected individual, the court shall:

(A) order the clerk to redact the personal information from a copy of each

case record that is subject to public inspection and shield the unredacted

version of the case record; and,

(B) in an open case, order the parties to redact specified personal

information from all future filings in the proceeding and, if the personal

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RULE 16-942

information is necessary to be included in the filing, file an unredacted copy,

which shall be shielded by the clerk.

Cross reference: See Rule 20-201.1 pertaining to restricted information in

electronic court filings.

Source: This Rule is new. It is derived in part from former Rule 16-934 (2025).

REPORTER’S NOTE

Proposed new Rule 16-942 extends the protections of the Judge Andrew

F. Wilkinson Judicial Security Act (the “Act”), signed into law on May 9, 2024,

to publicly available court records. The Act established the Office of

Information Privacy (the “OIP”) in the Administrative Office of the Courts (the

“AOC”) and established the ability for current or retired state judges, federal

judges, magistrates, and other judicial officers and their families to seek to

have certain personal information removed from certain publications, websites,

and government records. The Act also created a Judicial Address

Confidentiality Program.

The Act applies to records held by a “governmental entity” (defined as

Executive Branch agencies and local entities that are political subdivisions of

the state) and real property records but does not apply to public case records.

The AOC was informed that judges and other judicial officers, who, from time

to time, may be private parties in a case, expressed concern about their

personal information being available in Case Search or at courthouse kiosks.

In response, the AOC requested that the Rules Committee consider the

formulation of a Rule to permit individuals covered by the Act to request

shielding of personal information from public-facing Judiciary systems.

New Rule 16-942 is derived in part from current Rule 16-934 and the

Act.

Section (a) adopts the definitions of “personal information” and

“protected individual” from the Act.

Section (b) states that the Rule applies to a request by or on behalf of a

protected individual to shield certain information in a case record. Rule 16903 contains definitions applicable in all of the Rules in Title 16, Chapter 900,

and includes, as section (d), the definition of the term “case record,” which is

used throughout new Rule 16-942.

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RULE 16-942

Section (c) is derived in part from Code, State Government Article, §32302. It requires that the request to shield be in writing, provide sufficient

information for the court to confirm that the requester or the individual on

whose behalf the request is made is a protected individual, state in detail the

records and information that are the subject of the request, and be filed with

the clerk. The Committee was informed that specificity will assist courts with

implementing the requests. The OIP creates standards for compliance and can

assist courts with questions about application of the Act and, by extension, the

new Rule.

Section (d) is derived from current Rule 16-934 (c). It provides for the

temporary shielding of the subject record while the court considers the request.

The temporary shielding may not exceed five business days. The request must

be docketed and delivered immediately to a judge who is not the protected

individual or related to the protected individual. This provision was added to

Rule 16-942 to make it clear that a judge cannot rule on the judge’s own

request or a request pertaining to a family member of the judge.

Section (e) is derived in part from current Rule 16-934 (d). It requires

expedited consideration of the request and instructions for compliance if the

record is found to contain personal information. Subsection (e)(2)(B) provides

for redaction of the personal information in future filings in an open case. It is

derived in part from the procedure in Rule 20-201.1 (c).

99

RULE 2-512

MARYLAND RULES OF PROCEDURE

TITLE 2 – CIVIL PROCEDURE – CIRCUIT COURT

CHAPTER 500 - TRIAL

AMEND Rule 2-512 by updating a reference to Rule 16-934 in the cross

reference following subsection (c)(3), as follows:

Rule 2-512. JURY SELECTION

...

(c) Jury List

...

(3) Not Part of the Case Record; Exception

Unless the court orders otherwise, copies of jury lists shall be returned to

the jury commissioner. Unless marked for identification and offered in

evidence pursuant to Rule 2-516, a jury list is not part of the case record.

Cross reference: See Rule 16-934 16-941 concerning petitions to permit or

deny inspection of a case record.

...

REPORTER’S NOTE

A proposed conforming amendment to Rule 2-512 updates the

numbering of a Rule. Rule 16-934 is proposed to be renumbered as Rule 16941.

100

RULE 15-901

MARYLAND RULES OF PROCEDURE

TITLE 15 – OTHER SPECIAL PROCEEDINGS

CHAPTER 900 – CHANGE OF NAME; JUDICIAL DECLARATION OF GENDER

IDENTITY

AMEND Rule 15-901 by updating a reference to Rule 16-934 in the

Committee note following subsection (c)(1)(G), as follows:

Rule 15-901. ACTION FOR CHANGE OF NAME

...

(c) Petition

(1) Contents

An action for change of name shall be commenced by filing a petition

captioned “In the Matter of ...” [stating the name of the individual whose name

is sought to be changed] “for change of name to ...” [stating the change of name

desired]. The petition shall be under oath and shall contain the following

information:

...

(G) if the individual whose name is sought to be changed is a minor, (i) a

statement explaining why the petitioner believes that the name change is in the

best interest of the minor; (ii) the name and address of each parent and any

guardian or custodian of the minor; (iii) whether each of those persons

consents to the name change; (iv) whether the petitioner has reason to believe

that any parent, guardian, or custodian is unfamiliar with the English

101

RULE 15-901

language and, if so, the language the petitioner reasonably believes the

individual can understand; (v) if the minor is at least ten years old, whether the

minor consents to the name change; and (vi) if the minor is younger than ten

years old, whether the minor objects to the name change; and

Committee note: If a petition filed on behalf of a minor contains confidential

information pertaining to the minor, the petitioner may request that the court

seal or otherwise limit inspection of a case record as provided in Rule 16-934

16-941.

...

REPORTER’S NOTE

A proposed conforming amendment to Rule 15-901 updates the

numbering of a Rule. Rule 16-934 is proposed to be renumbered as Rule 16941.

102

RULE 16-203

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 200 – GENERAL PROVISIONS – CIRCUIT AND DISTRICT COURTS

AMEND Rule 16-203 by updating a reference to the Rules in Chapter 900

of Title 16 in the cross reference following subsection (c)(6), as follows

Rule 16-203. ELECTRONIC FILING OF PLEADINGS, PAPERS, AND REAL

PROPERTY INSTRUMENTS

...

(c) Criteria for Adoption of Plan

In developing a plan for the electronic filing of pleadings, the County

Administrative Judge or the Chief Judge of the District Court, as applicable,

shall be satisfied that the following criteria are met:

...

(6) the court can discard or replace the system during or at the conclusion of

a trial period without undue financial or operational burden.

The State Court Administrator shall review the plan and make a

recommendation to the Chief Justice of the Supreme Court with respect to it.

Cross reference: For the definition of “public record,” see Code, General

Provisions Article, § 4-101. See also Rules 16-901 – 16-934 through 16-942

(Access to Judicial Records).

...

103

RULE 16-203

REPORTER’S NOTE

A proposed conforming amendment to Rule 16-203 updates the cross

reference following subsection (c)(6) to reflect proposed amendments and

additions to Title 16 of the Rules. The final Rule in Chapter 900 of Title 16 now

will be Rule 16-942.

104

RULE 16-204

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 200 – GENERAL PROVISIONS – CIRCUIT AND DISTRICT COURTS

AMEND Rule 16-204 by updating a reference to Rule 16-934 in section

(b), as follows:

Rule 16-204. REPORTING OF CRIMINAL AND MOTOR VEHICLE

INFORMATION

...

(b) Inspection of Criminal History Record Information Contained in Court

Records of Public Judicial Proceedings

Criminal history record information contained in court records of public

judicial proceedings is subject to inspection in accordance with Rules 16-901

through 16-934 16-942.

...

REPORTER’S NOTE

A proposed conforming amendment to Rule 16-204 updates section (b) to

reflect proposed amendments and additions to Title 16 of the Rules. The final

Rule in Chapter 900 of Title 16 now will be Rule 16-942.

105

RULE 16-904

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 900 – ACCESS TO JUDICIAL RECORDS

DIVISION 1 – GENERAL PROVISIONS

AMEND Rule 16-904 by updating a reference to Rule 16-934 in the

Committee note following section (c), as follows:

Rule 16-904. GENERAL POLICY

...

(c) Exhibit Pertaining to Motion or Marked for Identification

Unless a judicial proceeding is not open to the public or the court

expressly orders otherwise and except for identifying information shielded

pursuant to law, a case record that consists of an exhibit (1) submitted in

support of or in opposition to a motion or (2) marked for identification by the

clerk at a hearing or trial or offered in evidence, whether or not admitted, is

subject to inspection, notwithstanding that the record otherwise would not

have been subject to inspection under the Rules in this Chapter.

Cross reference: See Rules 2-516, 3-516, and 4-322 concerning exhibits.

Committee note: Section (c) is based on the general principle that the public

has a right to know the evidence upon which a court acts in making decisions,

except to the extent that a superior need to protect privacy, safety, or security

recognized by law permits particular evidence, or the evidence in particular

cases, to be shielded. See Rule 16-934 16-941 authorizing a court to permit

inspection of a case record that is not otherwise subject to inspection or to

deny inspection of a case record that otherwise would be subject to inspection.

...

106

RULE 16-904

REPORTER’S NOTE

A proposed conforming amendment to Rule 16-904 updates the

numbering of a Rule. Rule 16-934 is proposed to be renumbered as Rule 16941.

107

RULE 16-914

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 900 – ACCESS TO JUDICIAL RECORDS

DIVISION 2 – LIMITATIONS ON ACCESS

AMEND Rule 16-914 by updating references to Rule 16-934 in the

Committee note following section (e) and in subsection (k)(2), as follows:

Rule 16-914. CASE RECORDS – REQUIRED DENIAL OF INSPECTION –

CERTAIN CATEGORIES

...

(e) Except for docket entries and orders entered under Rule 10-108, papers

and submissions filed in guardianship actions or proceedings under Title 10,

Chapter 200, 300, 400, or 700 of the Maryland Rules.

Committee note: Most filings in guardianship actions are likely to be

permeated with financial, medical, or psychological information regarding the

minor or disabled person that ordinarily would be sealed or shielded under

other Rules. Rather than require custodians to pore through those documents

to redact that kind of information, this Rule shields the documents themselves

subject to Rule 16-934 16-941, which permits the court, on a motion and for

good cause, to permit inspection of case records that otherwise are not subject

to inspection. There may be circumstances in which that should be allowed.

Parties to the action have access to the case records unless the court orders

otherwise. See Rule 10-105 (b). The guardian, as a party, has access to the

case records and may need to share some of them with third persons in order

to perform the duties of the guardian. This Rule is not intended to impede the

guardian from doing so. Public access to the docket entries and to orders

entered under Rule 10-108 will allow others to be informed of the guardianship

and to seek additional access pursuant to Rule 16-934 16-941.

...

(k) A case record that:

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RULE 16-914

(1) a court has ordered sealed or not subject to inspection, except in

conformance with the order; or

(2) in accordance with Rule 16-934 (b) 16-941 (b) is the subject of a pending

petition to preclude or limit inspection.

...

REPORTER’S NOTE

A proposed conforming amendment to Rule 16-914 updates the

numbering of a Rule. Rule 16-934 is proposed to be renumbered as Rule 16941.

109

RULE 16-915

MARYLAND RULES OF PROCEDURE

TITLE 16 – COURT ADMINISTRATION

CHAPTER 900 – ACCESS TO JUDICIAL RECORDS

DIVISION 2 – LIMITATIONS ON ACCESS

AMEND Rule 16-915 by updating references to Rule 16-934 in section

(c), section (e), and the cross reference following section (i), as follows:

Rule 16-915. CASE RECORDS – REQUIRED DENIAL OF INSPECTION –

SPECIFIC INFORMATION

...

(c) The address, telephone number, and e-mail address of a victim or victim's

representative in a criminal action, juvenile delinquency action, or an action

under Code, Family Law Article, Title 4, Subtitle 5, who has requested, or as to

whom the State has requested, that such information be shielded. Such a

request may be made at any time, including in a victim notification request

form filed with the clerk or a request or petition filed under Rule 16-934 16941.

(d) The name of a minor victim or any other information that could

reasonably be expected to identify a minor victim in a criminal action or a

juvenile delinquency action where the juvenile court waives jurisdiction.

Cross reference: See Code, Criminal Procedure Article, § 11-301(b).

(e) The address, telephone number, and e-mail address of a witness in a

criminal or juvenile delinquency action, who has requested, or as to whom the

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RULE 16-915

State has requested, that such information be shielded. Such a request may

be made at any time, including a request or petition filed under Rule 16-934

16-941.

(f) Any part of the Social Security or federal tax identification number of an

individual.

(g) A trade secret, confidential commercial information, confidential financial

information, or confidential geological or geophysical information.

(h) Information about a person who has received a copy of a case record

containing information prohibited by Rule 1-322.1.

(i) The address, telephone number, and e-mail address of a payee contained

in a Consent by the payee filed pursuant to Rule 15-1302 (c)(1)(F).

Cross reference: See Rule 16-934 (i) 16-941 (i) concerning information shielded

upon a request authorized by Code, Courts Article, Title 3, Subtitle 15 (peace

orders) or Code, Family Law Article, Title 4, Subtitle 5 (domestic violence) and

in criminal actions. For obligations of a filer of a submission containing

restricted information, see Rules 16-916 and 20-201.1.

Source: This Rule is derived from former Rule 16-908 (2019).

REPORTER’S NOTE

A proposed conforming amendment to Rule 16-915 updates the

numbering of a Rule. Rule 16-934 is proposed to be renumbered as Rule 16941.

111

RULE 20-203

MARYLAND RULES OF PROCEDURE

TITLE 20 – ELECTRONIC FILING AND CASE MANAGEMENT

CHAPTER 200 – FILING AND SERVICE

AMEND Rule 20-203 by updating a reference to Rule 16-934 in

subsection (e)(3), as follows:

Rule 20-203. REVIEW BY CLERK; STRIKING OF SUBMISSION; DEFICIENCY

NOTICE; CORRECTION; REQUEST FOR COURT ORDER TO SEAL

...

(e) Restricted Information

...

(3) Shielding on Motion of Party

A party aggrieved by the refusal of the clerk to shield a filing or part of a

filing that contains restricted information may file a motion pursuant to Rule

16-934 16-941.

...

REPORTER’S NOTE

A proposed conforming amendment to Rule 20-203 updates the

numbering of a Rule. Rule 16-934 is proposed to be renumbered as Rule 16941.

112

RULE 20-504

MARYLAND RULES OF PROCEDURE

TITLE 20 – ELECTRONIC FILING AND CASE MANAGEMENT

CHAPTER 500 – MISCELLANEOUS RULES

AMEND Rule 20-504 by changing Rule 16-934 to Rule 16-942 in the

cross reference following section (b), as follows:

Rule 20-504. AGREEMENTS WITH VENDORS

...

(b) Agreement With Administrative Office of the Courts

As a condition of having the access to MDEC necessary for a person to

become a vendor, the person must enter into a written agreement with the

Administrative Office of the Courts that, in addition to any other provisions, (1)

requires the vendor to abide by all Maryland Rules and other applicable law

that limit or preclude access to information contained in case records, whether

or not that information is also stored in the vendor's database, (2) permits the

vendor to share information contained in a case record only with a party or

attorney of record in that case who is a customer of the vendor, (3) provides

that any material violation of that agreement may result in the immediate

cessation of remote electronic access to case records by the vendor, and (4)

requires the vendor to include notice of the agreement with the Administrative

Office of the Courts in all agreements between the vendor and its customers.

Cross reference: See Maryland Rules 20-109 and 16-901 through 16-934 16942.

113

RULE 20-504

Source: This Rule is new.

REPORTER’S NOTE

A proposed conforming amendment to Rule 20-504 updates the cross

reference following section (b) to reflect proposed amendments and additions to

Title 16 of the Rules. The final Rule in Chapter 900 of Title 16 now will be Rule

16-942.

114

RULE 19-409

MARYLAND RULES OF PROCEDURE

TITLE 19 – ATTORNEYS

CHAPTER 400 – ATTORNEY TRUST ACCOUNTS

AMEND Rule 19-409 by deleting an unnecessary definition in section (a);

by adding taglines to subsections (c)(1), (c)(2), (c)(3), and (c)(4); by revising

certain language in subsection (c)(1); by providing in subsection (c)(2) that the

State Court Administrator sends notice regarding the IOLTA Compliance Report

through AIS; by adding provisions to subsection (c)(2) regarding the form and

content of the report; by adding clarifying language to the end of subsection

(c)(3); by clarifying in subsection (c)(4) that each attorney in active status shall

file a report through AIS; by reorganizing subsection (c)(5) as section (d) and

renumbering subsequent subsections; by providing in subsection (d)(1) that the

State Court Administrator sends the Notice of Default and updating the

requirements for the notice; by deleting current subsection (c)(5)(B); by

providing in subsection (d)(2) that the State Court Administrator sends the list

of defaulting attorneys to the Supreme Court and updating the informat

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