ÿWPCç  w¬ ˆ5Á•Åãç€dL÷ªýaûÐj~ÃŒÒATÜ*¼8é€-ÔˆF[<ë üº´A×mµ­@½)çˆGnHЮ9ÚSá^P…R×A/.¢ iâ•o­jÚÕ,O§çï²bûABÝ=8‚ÀÖ¡é4÷H!ž};RàDsÎŽ"³|4³ßà !FÕèf7Œºëv8[Ã,teˆÚgÊ‘¿ÍÐݤF·MÌü‘áÂ;ËÈ€éÜ©¢"]Tué³âNm±ô¼¸]ts_ŸÑ〭ÉNCÃ1óâ¦UFK§E•-‹œ¦Zå3ñd"ÿ…ãúÌœ¢_vA„UÊ 'iqÑ,p—”ZeõÎp¼£‘ B¦½)v ŽR…ÖK.Çj(cêÍ#»Í~ÚÍjL·kßÛ0 ˜zƒF+T=ûÀÍЗ6åÛbkü 6vµGº%æŸÂÖdž™z>åO.‹¢Ñˆ¸® †èJ«’¦ÖTµém‚€ 7Wt§`A4#ÁØUN™ %ç 0:í^ 'w347KZ m\UY8sN«U<F­bó 0VûU8Qb‰‘ ™ ©UF¹ ÿ   / ? O e u … • ¥ µ Å Õ  å 0Nñ  ?  K  W  c  o  {  ‡  “  Ÿ  «  ·  à  Ï  Û ˜HP LaserJet 5/5M PostScriptÈØØÚÚØÈØ0(ÖÃ9 Z‹6Times New Roman RegularX(üœ$¡¡ÔUSUS.,ÔF:7â ãq96ù6Backup3|x=ÿU‹ÿÀÀÀ<4šÛ 9Z+‹ Courier New <4šÛ 9Z+‹.Courier New Regular- ù-(.3½Þ$©©Ý ƒüœ!ÝÔUSUS.,ÔÝ  Ý<4šÛ 9Z+ Courier New - ù- cat01cat02<4šÛ 9Z+.Courier New Regularcat03cat04cat05cat06cat07 Ñ ° Ñcat08cat09cat10cat11cat12cat13cat14cat15cat01(ÍO$——ÔÿÔòòóóÔÿÔcat02cat03cat04cat05cat06cat07cat08cat09cat10cat11cat12cat13cat14cat15Ý ƒüœ!ÝÔUSUS.,ÔÝ  ÝÔ_ÔÑX°ÑÔ€ Xü¿XXXÔÑ€ÑÑ8€ï<XXdìdÈ8ÑÌà@€€ìàSTANDING€COMMITTEE€ON€RULES€OF€PRACTICE€AND€PROCEDUREˆÐ †Ö ÐÌÌà@l l ìàNOTICE€OF€PROPOSED€RULES€CHANGESˆÐ X ÐÌÌÌÌÓÓà  àThe€Rules€Committee€has€submitted€its€One€Hundred€Fifty„Ð 6 †  ÐEighth€Report€to€the€Court€of€Appeals,€transmitting€therebyÐ â 2  Ðproposed€new€Title€7,€Chapter€500€(Appeals€from€the€OrphansððÐ ŽÞ  ÐCourt€to€the€Circuit€Court)€and€Rule€6.1€(Appeal€of€Denial€of€ADAÐ :Š  ÐTest€Accommodation)€of€the€Rules€Governing€Admission€to€the€BarÐ æ6 Ðof€Maryland€and€proposed€amendments€to€Rules€1„101,€1„312,€1„326,Ð ’â Ð2„341,€2„402,€2„421,€2„422,€2„424,€2„432,€2„433,€2„504,€2„504.1,Ð >Ž Ð2„509,€2„510,€2„511,€2„512,€2„521,€2„522,€3„510,€4„215,€4„217,€Ð ê: Ð4„242,€4„246,€4„262,€4„263,€4„264,€4„265,€4„301,€4„312,€4„313,€Ð –æ Ð4„314,€4„326,€4„327,€4„341,€4„502,€4„503,€4„643,€5„101,€5„606,€Ð B’ Ð5„609,€5„803,€5„902,€6„122,€6„413,€6„451,€6„455,€6„463,€6„464,€Ð î> Ð8„111,€8„204,€10„202,€10„203,€10„205,€10„213,€10„301,€10„302,€10„Ð šê Ð304,€13„102,€15„207,€16„107,€16„307,€16„308,€16„602,€16„608,€16„Ð F –! Ð610,€16„701,€16„731,€16„735,€16„737,€16„743,€16„751,€16„771,€16„Ð ò!B# Ð808,€16„813,€16„815,€16„1004,€and€16„1006;€Forms€4„503.1€and€Ð ž#î% Ð4„503.2;€Appendix:€Form€Interrogatories,€Form€3€and€Form€7;Ð J%š ' ÐAppendix:€€The€Maryland€Lawyersðð€Rules€of€Professional€Conduct,Ð ö&F") ÐRules€3.5€and€8.1;€Appendix:€€Maryland€Code€of€Conduct€for€CourtÐ ¢(ò#+ ÐInterpreters,€Canon€3;€and€Rules€1,€6,€9,€13,€and€22€of€the€RulesÐ N*ž%- ÐGoverning€Admission€to€the€Bar€of€Maryland.Ð ú+J'/ ÐÐ ¦-ö(1 Ðà  àThe€Committeeððs€One€Hundred€Fifty„Eighth€Report€and€theÐ ° Ðproposed€new€rules,€forms,€and€amendments€are€set€forth€below.Ð \¬ ÐÌà  àInterested€persons€are€asked€to€consider€the€CommitteeððsÐ ´  ÐReport€and€proposed€rules€changes€and€to€forward€on€or€beforeÐ ` ° ÐNovember€13,€2007€any€written€comments€they€may€wish€to€make€to:Ð  \  ÐÌà  àà ` àà ¸ àà  àà h àà À àSandra€F.€Haines,€Esq.Ð d´  Ðà  àà ` àà ¸ àà  àà h àà À àReporter,€Rules€CommitteeÐ `  Ðà  àà ` àà ¸ àà  àà h àà À à2011„D€Commerce€Park€DriveÐ ¼  Ðà  àà ` àà ¸ àà  àà h àà À àAnnapolis,€Maryland€21401Ð h¸ ÐÌÌà  àà ` àà ¸ àà  àà h àà À àÌà  àà ` àà ¸ àà  àà h àà À àà  àà p à€€€€ALEXANDER€L.€CUMMINGSÐ h Ðà  àà ` àà ¸ àà  àà h àà À àà  àà p àà È àà  àà x à€€€€€ClerkÐ Ä Ðà  àà ` àà ¸ àà  àà h àà À àà  à€€Court€of€Appeals€of€MarylandÐ pÀ  ÐÐ  !l" ÐÓÓÔ‡ Xü¿XX Xü¿ÔÑ€ÑÌÌÌÌÌÌà@´´!ìàSeptember€26,€2007ˆÐ ´  ÐÌÌÌÌÌà@¨ ¨ ìàòòONE€HUNDRED€FIFTY„EIGHTH€REPORTóóˆÐ ¸  Ðà@„„'ìàòòOF€THEóóˆÐ ŽÞ  Ðà@˜ ˜ ìàòòSTANDING€COMMITTEE€ON€RULESóóˆÐ d´  Ðà@ìàòòOF€PRACTICE€AND€PROCEDUREóóˆÐ :Š  ÐÌÌÌÌThe€Honorable€Robert€M.€Bell,Ð h¸ Ðà  àà ` àà ¸ àà  àà h àChief€JudgeÐ >Ž ÐThe€Honorable€Irma€S.€RakerÐ d ÐThe€Honorable€Glenn€T.€Ô_ÔHarrellÔ_Ô,€Jr.Ð ê: ÐThe€Honorable€Lynne€A.€Ô_ÔBattagliaÔ_ÔÐ À ÐThe€Honorable€Clayton€Greene,€Jr.,Ð –æ Ðà  àà ` àà ¸ àà  àà h àJudgesÐ l¼ Ðà  àThe€Court€of€Appeals€of€MarylandÐ B’ Ðà  àRobert€C.€Murphy€Courts€of€Appeal€BuildingÐ h Ðà  àAnnapolis,€Maryland€21401Ð î> ÐÌÌYour€Honors:Ð pÀ  ÐÌà  àThe€Rules€Committee€submits€this,€its€One€Hundred€Fifty„Ð !l" ÐEighth€Report,€and€recommends€that€the€Court€adopt€the€proposedÐ ò!B# ÐRules€changes€transmitted€with€this€Report.€€The€proposed€changesÐ È"$ Ðfall€into€fifteen€categories.€€Following€is€a€brief€descriptionÐ ž#î% Ðof€the€principal€proposals€in€each€category.Ð t$Ä& ÐÌà  àIn€ò òÔ4‚$Ý pÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€OneÔ6ÓÔÝ‚%ÍOçƒÝóóÔÿÔÝ  ÝÔ7Ý Ôó ó€are€proposed€amendments€to€Rules€2„402,€2„Ð  &p!( Ð421,€2„422,€2„424,€2„433,€2„504,€2„504.1,€and€2„510€that€relateÐ 'T") Ðto€discovery€of€electronically€stored€information€(ð ðÔ_ÔE.S.I.Ô_Ôðð).€Ð Ú'*#* ÐÔ#† Xü¿XX Xü¿½ #ÔThe€primary€sources€reviewed€by€the€Committee€in€drafting€theÐ °($+ ÐRules€include€the€2006€amendments€to€the€Federal€Rules€of€CivilÐ †)Ö$, ÐProcedureòò1óó€and€proposed€amendments€to€Federal€Rule€of€EvidenceÐ \*¬%- Ð502;€the€Ô_ÔSedonaÔ_Ô€Conference,€òòThe€Ô_ÔSedonaÔ_Ô€Principles:€Best€PracticesÐ 2+‚&. ÐRecommendations€and€Principles€for€Addressing€Electronic€Document€Ð ,^'/ ÐProductionóó€(2d€ed.€2007);€Conference€of€Chief€Justices,€òòÐ  ê,:(0 ÐGuidelines€for€State€Trial€Courts€Regarding€Discovery€ofÐ ° ÐElectronically€Stored€Informationóó;€and€Maryland€Business€andÐ ŒÜ ÐTechnology€Case€Management€Program,€òòElectronic€Data€DiscoveryÐ h¸ ÐGuidelinesóó.Ô‡ Xü¿XX Xü¿Ô€€After€the€Committee€approved€its€recommendations,Ð D” Ðthe€Discovery€and€Style€Subcommittees€also€reviewed€the€UniformÐ  p ÐRules€Relating€to€Discovery€of€Ô_ÔE.S.I.Ô_Ô,€which€were€adopted€by€theÐ öF ÐNational€Conference€of€Commissioners€on€Uniform€State€Laws€at€itsÐ Ì  ÐJuly„August€2007€meeting.€€In€the€Committeeððs€opinion,€theÐ ¢ ò Ðamendments€transmitted€with€this€Report€represent€the€best€of€theÐ x È Ðsources€reviewed.Ð N ž  ÐÌÒ°Òà  àAlso€in€this€Category€are€conforming€amendments€to€Rules€2„Ð ú J  Ð432€and€16„808,€Forms€3€and€7€of€the€Form€Interrogatories,€andÐ Ð  ÐRule€22€of€the€Rules€Governing€Admission€to€the€Bar€of€Maryland.€Ð ¦ö  ÐIncluded€in€the€proposed€changes€to€Rule€2„510€is€an€amendment€toÐ |Ì  Ðsection€(Ô_ÔiÔ_Ô),€unrelated€to€Ô_ÔE.S.I.Ô_Ô,€that€Ô#† Xü¿XX Xü¿ý#Ôexpands€upon€a€procedureÐ R¢  Ðcurrently€applicable€solely€to€custodians€of€records€of€healthÐ (x  Ðcare€providers€to€allow€òòall€óócustodians€of€records€to€respond€to€aÐ þN Ðsubpoena€to€produce€records€at€trial€by€providing€the€records€toÐ Ú* Ðthe€clerk€of€the€court€in€lieu€of€the€custodian€appearing€inÐ ° Ðperson,€unless€expressly€commanded€to€do€so€by€the€subpoena.€Ô‡ Xü¿XX Xü¿ÔÐ †Ö ÐÒ°ÒÌà  àò òÔ4‚&Ý ÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€TwoÔ6VÔÝ‚%ÍOjƒÝóóÔÿÔÝ  ÝÔ7Ý ¨ ˜Ôó ó€consists€of€amendments€to€Rules€2„509,€2„511,Ð 2‚ Ð2„512,€2„521,€2„522,€4„312,€4„313,€4„314,€4„326,€4„327,€4„643,€5„Ð f Ð606,€16„107,€and€16„1004;€Rule€3.5€of€the€Maryland€Lawyersðð€RulesÐ ì< Ðof€Professional€Conduct;€and€Canon€3€of€the€Maryland€Code€ofÐ Â ÐConduct€for€Court€Interpreters.€€The€proposed€amendmentsÐ ˜è Ðimplement€and€supplement€statutory€changes€concerning€juryÐ n¾ Ðselection€and€service€made€by€Chapter€372,€Acts€of€2006€(HBÐ D” Ð1024),€and€are€more€fully€described€in€a€Reporterððs€NoteÐ j Ðfollowing€each€Rule.Ð ð@ ÐÌà  àThe€three€Rules€in€ò òÔ4‚'Ý ðÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€ThreeÔ6Õ"ÔÝ‚%ÍOé"ƒÝóóÔÿÔÝ  ÝÔ7Ý €#Ôó ó€pertain€to€discovery€inÐ œì  Ðcriminal€cases.€€Under€a€proposed€amendment€to€Rule€4„301,Ð € Ð! Ðdiscovery€in€an€action€transferred€to€a€circuit€court€upon€a€juryÐ V!¦" Ðtrial€demand€made€in€accordance€with€subsection€(b)(1)(A)€of€theÐ ,"|# ÐRule€is€governed€by€Rule€4„263;€in€all€other€actions€transferredÐ #R$ Ðto€a€circuit€court€upon€a€jury€trial€demand,€discovery€isÐ Ø#(% Ðgoverned€by€Rule€4„262.€€Amendments€to€Rule€4„263€are€proposed€toÐ ®$þ& Ðclarify€the€Stateððs€discovery€obligations€under€òòBrady€v.Ð „%Ô ' ÐMarylandóó,€373€U.S.€83€(1963)€and€its€progeny€and€make€otherÐ `&°!( Ðchanges€to€discovery€in€a€criminal€action€in€a€circuit€court,€asÐ <'Œ") Ðexplained€in€the€Reporterððs€note€that€follows€the€Rule.€€ProposedÐ (b#* Ðamendments€to€Rule€4„262€track€the€amendments€to€Rule€4„263€toÐ è(8$+ Ðthe€extent€the€Committee€believes€desirable€in€the€DistrictÐ ¾)%, ÐCourt.Ð ”*ä%- ÐÌà  àò òÔ4‚(Ý ÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€FourÔ6Í'ÔÝ‚%ÍOá'ƒÝóóÔÿÔÝ  ÝÔ7Ý (Ôó ó€comprises€proposed€amendments€to€seven€otherÐ @,'/ ÐRules€in€Title€4.€€A€reference€to€a€new€statute,€Code,€CriminalÐ $-t(0 ÐProcedure€Article,€ðð5„214,€concerning€posting€bond,€is€added€toÐ ú-J)1 ÐRule€4„217€(g).€€An€amendment€to€Rule€4„246€(b)€requires€that€aÐ ° Ðcircuit€court,€in€accepting€a€defendantððs€waiver€of€the€right€toÐ †Ö Ða€trial€by€jury,€determine€and€announce€on€the€record€that€theÐ \¬ Ðwaiver€is€made€knowingly€and€voluntarily.€€A€Committee€note€andÐ 2‚ Ðcross€reference€following€the€section€provide€guidance€to€theÐ X Ðtrial€court€in€making€the€determination.€€The€requirement€of€aÐ Þ. Ðdetermination€by€the€court€and€announcement€on€the€record€also€isÐ ´  Ðadded€to€Rule€4„215,€as€to€a€defendantððs€waiver€of€counsel,€andÐ Š Ú ÐRule€4„242,€as€to€the€entry€of€a€plea€of€guilty€or€òònoloÐ ` ° Ðcontendereóó.€€Additionally,€Rule€4„242€is€amended€by€the€additionÐ < Œ  Ðof€an€advisement€concerning€the€collateral€consequence€ofÐ  h  Ðregistration€as€a€sexual€offender€after€entry€of€a€plea€of€guiltyÐ î >  Ðor€òònolo€contendereóó€to€a€sexual€offense.€€Proposed€amendments€toÐ Ä  ÐRules€4„265,€4„264,€and€4„341€also€are€included€in€this€category.Ð  ð  ÐÌà  àAmendments€to€conform€Rules€1„101,€4„502,€and€4„503€andÐ Lœ  ÐForms€4„503.1€and€4„503.2€to€recent€statutory€changes€pertainingÐ "r  Ðto€Ô_ÔexpungementsÔ_Ô€are€in€ò òÔ4‚)Ý xÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€FiveÔ6÷.ÔÝ‚%ÍO /ƒÝóóÔÿÔÝ  ÝÔ7Ý 9/Ôó ó.€€The€proposed€Rules€changesÐ øH Ðaddress€expungement€of€certain€records€of€civil€offenses€orÐ Ü, Ðinfractions,€as€authorized€by€Chapter€388,€Acts€of€2007€(HB€278),Ð ² Ðand€the€automatic€expungement€of€records€of€arrests,€detentions,Ð ˆØ Ðor€confinements€occurring€after€October€1,€2007€where€no€chargesÐ ^® Ðwere€filed,€as€required€by€Chapter€63,€Acts€of€2007€(HB€10).Ð 4„ ÐÌà  àò òÔ4‚*Ý ÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€SixÔ61ÔÝ‚%ÍO£1ƒÝóóÔÿÔÝ  ÝÔ7Ý ¨ Ñ1Ôó ó€consists€of€amendments€to€four€Rules€in€TitleÐ à0 Ð6,€suggested€by€the€Maryland€Register€of€Wills€Association.€€TheÐ Ä ÐCommittee€recommends€adoption€of€the€Associationððs€suggestedÐ šê Ðchanges€to€Rules€6„122,€6„413,€6„451,€and€6„455.Ð pÀ ÐÌà  àò òÔ4‚+Ý ÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€SevenÔ6„3ÔÝ‚%ÍO˜3ÝóóÔÿÔÝ  ÝÔ7˜ Æ3Ôó ó€comprises€new€Title€7,€Chapter€500,€AppealsÐ l Ðfrom€the€Orphansðð€Court€to€the€Circuit€Court,€and€relatedÐ P Ðamendments€to€Rules€6„463€and€6„464.€€The€new€Chapter€is€proposedÐ Ö& Ðso€that€these€appeals€will€be€handled€more€uniformly€throughoutÐ ¬ü  Ðthe€State.Ð ‚ Ò! ÐÌà  àò òÔ4‚,ÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€EightÔ6¥5ÔÝ‚%ÍO¹5ÝóóÔÿÔÝ  ÝÔ7˜ ç5Ôó ó€contains€proposed€amendments€to€Rules€8„204,Ð ."~# Ð8„111,€and€1„326€that€conform€the€Rules€toÔ#† Xü¿XX Xü¿#ÔÔ‡ Xü¿XX Xü¿Ô€Chapter€260,€Acts€ofÐ #b$ Ð2006€(SB€508),€which€amended€Code,€Criminal€Procedure€Article,Ð è#8% Ððð11„103€by€extending€the€right€to€file€an€application€for€leaveÐ ¾$ & Ðto€appeal€to€a€victim€of€a€delinquent€act€that€would€be€a€violentÐ ”%ä ' Ðcrime€if€committed€by€an€adult.€ò òó óÐ j&º!( ÐÌà  àIn€ò òÔ4‚-pÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€NineÔ68ÔÝ‚%ÍO•8ÝóóÔÿÔÝ  ÝÔ7ˆÃ8Ôó ó€are€proposed€amendments€to€Rules€10„202,Ð (f#* Ð10„203,€10„205,€10„301,€10„302,€and€10„304.€€The€Rules€changesÐ ú(J$+ Ðreflect€the€addition,€by€Chapter€250,€Acts€of€2007€(HB€672),€ofÐ Ð) %, Ðlicensed€certified€clinical€social€workers€to€the€list€of€healthÐ ¦*ö%- Ðcare€professionals€who€may€evaluate€the€competency€of€allegedÐ |+Ì&. Ðdisabled€persons€of€whom€a€guardianship€is€sought.Ð R,¢'/ ÐÌÐ  þ-N)1 Ðà  àò òÔ4‚.ÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€TenÔ6.;ÔÝ‚%ÍOB;ÝóóÔÿÔÝ  ÝÔ7¨ p;Ôó ó€contains€Rules€changes€to€implement€ChapterÐ ° Ð256,€Acts€of€2007€(HB€792),€which€Ô#† Xü¿XX Xü¿ê6#Ôamended€Code,€Family€LawÐ ”ä ÐArticle,€ðð10„119.3€to€include€the€Court€of€Appeals€as€one€of€theÐ jº Ðlicensing€authorities€that€can€issue€a€sanction€against€anÐ @ ÐÔ_ÔobligorÔ_Ô€who€is€in€arrears€in€paying€child€support.€€The€statuteÐ f Ðprovides€that€if€the€person€in€arrears€is€an€attorney,€the€ChildÐ ì< ÐSupport€Enforcement€Administration€may€refer€the€matter€to€theÐ   ÐAttorney€Grievance€Commission€for€disciplinary€action.€€To€makeÐ ˜ è Ðthe€Rules€consistent€with€the€statutory€change,€amendments€toÐ n ¾ ÐRules€15„207,€16„701,€16„731,€and€16„751€and€conformingÐ D ”  Ðamendments€to€Rule€16„771€and€Rule€8.1€of€the€Maryland€LawyersððÐ  j  ÐRules€of€Professional€Conduct€are€proposed.Ð ð @  ÐÌà  àIn€ò òÔ4‚/pÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€ElevenÔ6ô?ÔÝ‚%ÍO@ÝóóÔÿÔÝ  ÝÔ7x6@Ôó ó€are€proposed€amendments€to€Rules€16„610,Ð œì  Ð16„602,€and€16„608,€pertaining€to€Interest€on€Lawyer€TrustÐ €Ð  ÐAccounts€(ð ðÔ_ÔIOLTAÔ_Ôðð).€€The€amendments€require€a€financialÐ V¦  Ðinstitution€that€wishes€to€be€an€ð ðapproved€financialÐ ,|  Ðinstitution,ðð€as€defined€in€Rule€16„602€a,€to€enter€into€anÐ R Ðagreement€to€pay€on€Ô_ÔIOLTAÔ_Ô€accounts€interest€computed€inÐ Ø( Ðaccordance€with€Rule€16„610€b€1€(D).€€The€amendments€are€intendedÐ ®þ Ðto€provide€to€the€Maryland€Legal€Services€Fund€a€rate€of€interestÐ „Ô Ðon€Ô_ÔIOLTAÔ_Ô€accounts€that€is€comparable€to€the€rate€offered€onÐ Zª Ðsimilar€non„Ô_ÔIOLTAÔ_Ô€accounts.Ð 0€ ÐÌà  àProposed€amendments€to€Rules€16„743,€16„735,€and€16„737€thatÐ Ü, Ðclarify€provisions€concerning€recommendations€by€a€Peer€ReviewÐ ² ÐPanel€are€contained€in€ò òÔ4‚0xÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€TwelveÔ6ìDÔÝ‚%ÍOE DÝóóÔÿÔÝ  ÝÔ7€.EÔó ó.€€The€amendments€requireÐ ˆØ Ðthe€Panel€to€transmit€to€the€Attorney€Grievance€Commission€anyÐ l¼ Ðrecommended€disposition€that€is€agreed€upon€by€Bar€Counsel€andÐ B’ Ðthe€attorney€who€is€the€subject€of€the€Panel€proceeding.€€IfÐ h Ðthere€is€no€agreement,€the€Panel€transmits€to€the€Commission€theÐ î> ÐPanelððs€independent€recommendation,€which€must€be€one€of€the€fourÐ Ä Ðdispositions€listed€in€new€subsection€(e)(2)€of€Rule€16„643.Ð šê  ÐÌà  àIn€ò òÔ4‚1pÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€ThirteenÔ6ÚGÔÝ‚%ÍOîG DÝóóÔÿÔÝ  ÝÔ7hHÔó ó€are€proposed€Rules€changes€concerningÐ F!–" Ðretired€judges€approved€for€recall€for€temporary€service€underÐ *"z# ÐMaryland€Constitution,€Article€IV,€ðð3A.€€Amendments€to€Rule€16„Ð #P$ Ð813€permit€a€former€judge€approved€for€recall€to€conductÐ Ö#&% Ðalternative€dispute€proceedings€in€a€private€capacity,€subject€toÐ ¬$ü& Ðcertain€restrictions,€many€of€which€are€based€upon€FloridaððsÐ ‚%Ò ' ÐCanon€5F€2.€€The€amendments€also€make€the€entire€Maryland€Code€ofÐ X&¨!( ÐJudicial€Conduct,€other€than€Canon€4C,€applicable€to€formerÐ .'~") Ðjudges€approved€for€recall€and€clarify€the€recusal€obligations€ofÐ (T#* Ða€former€judge.€€Rule€16„815€is€amended€to€require€the€filing€ofÐ Ú(*$+ Ða€financial€disclosure€statement€by€a€former€judge€approved€forÐ °)%, Ðrecall.Ð †*Ö%- ÐÌà  àò òÔ4‚2ÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€FourteenÔ6@LÔÝ‚%ÍOTL DÝóóÔÿÔÝ  ÝÔ7‚LÔ€ó óconsists€of€proposed€new€Rule€6.1€andÐ 2,‚'/ Ðamendments€to€Rules€1,€6,€9,€and€13€of€the€Rules€GoverningÐ -f(0 ÐAdmission€to€the€Bar€(ð ðÔ_ÔRGABÔ_Ôðð).€€The€Rules€changes€add€to€the€Ô_ÔRGABÔ_ÔÐ ì-<)1 Ða€procedure€by€which€an€applicant€for€admission€to€the€bar€mayÐ ° Ðappeal€a€decision€of€the€Board€of€Law€Examiners€denying€theÐ †Ö Ðapplicantððs€request€for€a€testing€accommodation€under€theÐ \¬ ÐAmericans€with€Disabilities€Act,€42€U.S.C.€ðð12101,€òòet€seq.€€óóNewÐ 2‚ ÐRule€6.1€creates€a€nine„member€Accommodation€Review€Committee.€€AÐ ^ Ðpanel€of€three€members€(two€lawyers€and€one€non„lawyer)€conductsÐ ä4 Ðan€evidentiary€hearing€and€makes€its€recommendation,€to€which€theÐ º  Ðapplicant€or€the€Board€may€file€exceptions.€€The€Court€of€AppealsÐ  à Ðhears€the€exceptions€on€the€record€made€before€the€panel.€€If€noÐ f ¶ Ðexceptions€are€filed,€the€Board€provides€the€accommodation,€ifÐ < Œ  Ðany,€recommended€by€the€panel.Ð  b  ÐÌà  àThe€final€category,€ò òÔ4‚3hÔÝ‚%ÍOÝÔÿÔòòÝ  ÝÔ5  ÔCategory€FifteenÔ6ÆQÔÝ‚%ÍOÚQ DÝóóÔÿÔÝ  ÝÔ7èRÔó ó,€contains€miscellaneousÐ ¾  ÐRules€changes,€mostly€ð ðhousekeepingðð€amendments,€that€do€not€fallÐ ¢ò  Ðinto€any€of€the€other€categories.€€Included€in€this€category€areÐ xÈ  Ðproposed€amendments€to€Rules€1„312,€2„341,€3„510,€5„101,€5„609,Ð Nž  Ð5„803,€5„902,€10„213,€13„102,€16„307,€16„308,€and€16„1006.Ð $t  ЀÔ‡ Xü¿XX Xü¿Ôà  àà ` àà ¸ àà  àà h àÐ úJ Ðà  àFor€the€guidance€of€the€Court€and€the€public,€following€eachÐ Ð  Ðproposed€rules€change€is€a€Reporterððs€Note€describing€the€reasonsÐ ¦ö Ðfor€the€proposal€and€any€changes€that€would€be€effected€inÐ |Ì Ðcurrent€law€or€practice.€€òòWe€caution€that€these€Reporterððs€NotesÐ R¢ Ðwere€prepared€initially€for€the€benefit€of€the€Rules€Committee;Ð (x Ðthey€are€not€part€of€the€Rules€and€have€not€been€debated€orÐ þN Ðapproved€by€the€Committee;€and€they€are€not€to€be€regarded€as€anyÐ Ô$ Ðkind€of€official€comment€or€interpretation.óó€€They€are€includedÐ ªú Ðsolely€to€assist€the€Court€in€understanding€some€of€the€reasonsÐ €Ð Ðfor€the€proposed€changes.Ð V¦ ÐÌÌà  àà ` àà ¸ àà  àà h àà À àRespectfully€submitted,Ð Ø( ÐÌÌÌÌÌà  àà ` àà ¸ àà  àà h àà À àJoseph€F.€Murphy,€Jr.Ð Ü",$ Ðà  àà ` àà ¸ àà  àà h àà À àChairpersonÐ ²#% ÐÌÌÌÌÌà  àà ` àà ¸ àà  àà h àà À àLinda€M.€Ô_ÔSchuettÔ_ÔÐ ¶($+ Ðà  àà ` àà ¸ àà  àà h àà À àCo„ChairpersonÐ Œ)Ü$, ÐÌòòòò1óóóó/€Attached€as€an€Appendix€to€this€Report€is€a€chart€comparingÐ 8+ˆ&. Ѐ€the€proposed€changes€to€the€Maryland€Rules€with€recent€changesÐ ,^'/ Ѐ€to€the€Federal€Rules.Ð ä,4(0 ÐÌÔ_ÔJFMÔ_Ô/Ô_ÔLMS:cdcÔ_ÔÐ  .à)2 ÐÔ#† Xü¿XX Xü¿T#Ôà@˜ ˜ ìàÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌÓ  ÓTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTÐ \¬ ÐÌCHAPTER€400€„€DISCOVERYÐ X ÐÓ  ÓÌÌÓÓà  àAMEND€Rule€2„402€to€add€a€reference€to€ð ðelectronicallyÐ Š Ú Ðstored€information,ðð€to€delete€certain€language€from€subsectionÐ 6 †  Ð(b)(1)€and€add€the€word€ð ðmodifyðð€to€it,€to€add€a€new€subsectionÐ â 2  Ð(b)(2)€pertaining€to€electronically€stored€information€notÐ ŽÞ  Ðreasonably€accessible,€to€add€a€new€section€(e)€pertaining€toÐ :Š  Ðclaims€of€privilege€or€protection,€to€change€internal€references,Ð æ6 Ðto€add€Committee€notes,€and€to€make€stylistic€changes,€asÐ ’â Ðfollows:Ð >Ž ÐÓÓÌRule€2„402.€€SCOPE€OF€DISCOVERYÐ À ÐÌÓÓà  àUnless€otherwise€limited€by€order€of€the€court€in€accordanceÐ l¼ Ðwith€these€rules,€the€scope€of€discovery€is€as€follows:€€Ð h Ѐ€(a)€€Generallyà  àà h àà À àà  àà p àÐ Ä Ðà  à€€A€party€may€obtain€discovery€regarding€any€matterò ò,ó ó€òòthat€isóóÐ pÀ  Ðnot€privileged,€including€the€existence,€description,€nature,Ð !l" Ðcustody,€condition,€and€location€of€any€documentsòò,€electronicallyÐ È"$ Ðstored€information,óó€ò òor€otheró ó€òòandóó€tangible€things€and€the€identityÐ t$Ä& Ðand€location€of€persons€having€knowledge€of€any€discoverableÐ  &p!( Ðmatter,€if€the€matter€sought€is€relevant€to€the€subject€matterÐ Ì'#* Ðinvolved€in€the€action,€whether€it€relates€to€the€claim€orÐ x)È$, Ðdefense€of€the€party€seeking€discovery€or€to€the€claim€or€defenseÐ $+t&. Ðof€any€other€party.€€It€is€not€ground€for€objection€that€theÐ Ð, (0 Ðinformation€sought€is€already€known€to€or€otherwise€obtainable€byÐ |.Ì)2 Ðthe€party€seeking€discovery€or€that€the€information€will€beÐ ° Ðinadmissible€at€the€trial€if€the€information€sought€appearsÐ \¬ Ðreasonably€calculated€to€lead€to€the€discovery€of€admissible€Ð X Ðevidence.€€An€interrogatory€or€deposition€question€otherwiseÐ ´  Ðproper€is€not€objectionable€merely€because€the€response€involvesÐ ` ° Ðan€opinion€or€contention€that€relates€to€fact€or€the€applicationÐ  \  Ðof€law€to€fact.€€Ð ¸  Ѐ€(b)€€ò òAlterationsó ó€òòLimitations€and€Modifications;€ElectronicallyÐ d´  ÐStored€Information€Not€Reasonably€AccessibleóóÐ `  ÐÓ XÓòò(1)€GenerallyóóÐ ¼  ÐIn€a€particular€case,€the€court,€on€motion€or€on€its€ownÐ h¸ Ðinitiative€and€after€consultation€with€the€parties,€by€order€mayÐ d Ðlimit€or€ò òalter€the€limits€inó ó€òòmodifyóó€these€rules€on€the€length€andÐ À Ðnumber€of€depositions,€the€number€of€interrogatories,€the€numberÐ l¼ Ðof€requests€for€production€of€documents,€and€the€number€ofÐ h Ðrequests€for€admissions.€€The€court€shall€limit€the€frequency€orÐ Ä Ðextent€of€use€of€the€discovery€methods€otherwise€permitted€underÐ pÀ  Ðthese€rules€if€it€determines€that€ò ò(1)ó ó€òò(A)óó€the€discovery€sought€isÐ !l" Ðunreasonably€cumulative€or€Ô_ÔduplicativeÔ_Ô€or€is€obtainable€from€someÐ È"$ Ðother€source€that€is€more€convenient,€less€burdensome,€or€lessÐ t$Ä& Ðexpensive;€ò ò(2)ó ó€òò(B)óó€the€party€seeking€discovery€has€had€ampleÐ  &p!( Ðopportunity€by€discovery€in€the€action€to€obtain€the€informationÐ Ì'#* Ðsought;€or€ò ò(3)ó ó€òò(C)óó€the€burden€or€ò òexpenseó ó€òòcostóó€of€the€proposedÐ x)È$, Ðdiscovery€outweighs€its€likely€benefit,€taking€into€account€theÐ $+t&. Ðcomplexity€of€the€case,€the€amount€in€controversy,€the€parties'Ð Ð, (0 Ðresources,€the€importance€of€the€issues€at€stake€in€theÐ |.Ì)2 Ðlitigation,€and€the€importance€of€the€proposed€discovery€inÐ ° Ðresolving€the€issues.Ð \¬ ÐÓ XÓ€€€€òò(2)€Electronically€Stored€Information€Not€ReasonablyÐ X ÐAccessibleóóÐ ´  Ðà  à€€€€òòA€party€may€decline€to€provide€discovery€ofÐ ` ° Ðelectronically€stored€information€on€the€ground€that€the€sourcesÐ  \  Ðare€not€reasonably€accessible€because€of€undue€burden€or€cost.€€AÐ ¸  Ðparty€who€declines€to€provide€discovery€on€this€ground€shallÐ d´  Ðidentify€the€sources€alleged€to€be€not€reasonably€accessible€andÐ `  Ðstate€the€reasons€why€production€from€each€identified€sourceÐ ¼  Ðwould€cause€undue€burden€or€cost.€€The€statement€of€reasons€shallÐ h¸ Ðprovide€enough€detail€to€enable€the€requesting€party€to€evaluateÐ d Ðthe€burdens€and€costs€of€providing€the€discovery€and€theÐ À Ðlikelihood€of€finding€responsive€information€in€the€identifiedÐ l¼ Ðsources.€€On€a€motion€to€compel€discovery,€the€party€from€whomÐ h Ðdiscovery€is€sought€shall€first€establish€that€the€information€isÐ Ä Ðnot€reasonably€accessible€because€of€undue€burden€or€cost.€€IfÐ pÀ  Ðthat€showing€is€made,€the€party€requesting€discovery€shallÐ !l" Ðestablish€that€its€need€for€the€discovery€outweighs€the€burdenÐ È"$ Ðand€cost€of€locating,€retrieving,€and€producing€the€information.Ð t$Ä& ÐIf€persuaded€that€the€need€for€discovery€does€outweigh€the€burdenÐ  &p!( Ðand€cost,€the€court€mayò ò€ó óorder€discovery€and€specify€conditions,Ð Ì'#* Ðincluding€an€assessment€of€costs.óóÐ ”)ä$, ÐòòÓÓCommittee€note:€€The€term€ð ðelectronically€stored€informationðð€hasÐ @+&. Ðthe€same€broad€meaning€in€this€Rule€that€it€has€in€Rule€2„422,Ð ,f'/ Ðencompassing,€without€exception,€whatever€is€storedÐ ì,<(0 Ðelectronically.€€Subsection€(b)(2)€addresses€the€difficultiesÐ Â-)1 Ðthat€may€be€associated€with€locating,€retrieving,€and€providingÐ ˜.è)2 Ðdiscovery€of€some€electronically€stored€information.€€Ordinarily,Ð ° Ðthe€reasonable€costs€of€retrieving€and€reviewing€electronicallyÐ †Ö Ðstored€information€are€borne€by€the€responding€party.€€At€times,Ð \¬ Ðhowever,€the€information€sought€is€not€reasonably€available€toÐ 2‚ Ðthe€responding€party€in€the€ordinary€course€of€business.€€ForÐ X Ðexample,€restoring€deleted€data,€disaster€recovery€tapes,Ð Þ. Ðresidual€data,€or€legacy€systems€may€involve€extraordinary€effortÐ ´  Ðor€resources€to€restore€the€data€to€an€accessible€format.€€ThisÐ Š Ú Ðsubsection€empowers€the€court,€after€considering€the€factorsÐ ` ° Ðlisted€in€subsection€(b)(1),€to€shift€or€share€costs€if€theÐ 6 †  Ðdemand€is€unduly€burdensome€because€of€the€nature€of€the€effortÐ  \  Ðinvolved€to€comply€and€the€requesting€party€has€demonstratedÐ â 2  Ðsubstantial€need€or€justification.€€òòSee,€The€Ô_ÔSedonaÔ_Ô€Conference,Ð ¸  ÐThe€Ô_ÔSedonaÔ_Ô€Principles:€Best€Practices€Recommendations€andÐ ”ä  ÐPrinciples€for€Addressing€Electronic€Document€Production,óó€(2d€ed.Ð pÀ  Ð2007),€Principle€13€and€related€Comment.óóÐ Lœ  ÐÌÓÓ€€(c)€€Insurance€AgreementÐ øH Ðà  à€€A€party€may€obtain€discovery€of€the€existence€and€contentsÐ ¤ô Ðof€any€insurance€agreement€under€which€any€person€carrying€on€anÐ P  Ðinsurance€business€might€be€liable€to€satisfy€part€or€all€of€aÐ üL Ðjudgment€that€might€be€entered€in€the€action€or€to€indemnify€orÐ ¨ø Ðreimburse€for€payments€made€to€satisfy€the€judgment.€€InformationÐ T¤ Ðconcerning€the€insurance€agreement€is€not€by€reason€of€disclosureÐ P Ðadmissible€in€evidence€at€trial.€€For€purposes€of€this€section,Ð ¬ü Ðan€application€for€insurance€shall€not€be€treated€as€part€of€anÐ X ¨! Ðinsurance€agreement.€€Ð "T# Ѐ€(d)€€ò òTrial€Preparation€„€Materialsó ó€òòWork€ProductóóÐ °#% Ðà  à€€Subject€to€the€provisions€of€sections€ò ò(e)€and€(f)ó ó€òò(f)€andÐ \%¬ ' Ð(g)óó€of€this€Rule,€a€party€may€obtain€discovery€of€documentsòò,Ð 'X") Ðelectronically€stored€information,óó€ò òor€otheró ó€òòandóó€tangible€thingsÐ ´($+ Ðprepared€in€anticipation€of€litigation€or€for€trial€by€or€forÐ `*°%- Ðanother€party€or€by€or€for€that€other€party's€representativeÐ  ,\'/ Ð(including€an€attorney,€consultant,€surety,€Ô_ÔindemnitorÔ_Ô,€insurer,Ð ¸-)1 Ðor€agent)€only€upon€a€showing€that€the€materials€are€discoverableÐ ° Ðunder€section€(a)€of€this€Rule€and€that€the€party€seekingÐ \¬ Ðdiscovery€has€substantial€need€for€the€materials€in€theÐ X Ðpreparation€of€the€case€and€is€unable€without€undue€hardship€toÐ ´  Ðobtain€the€substantial€equivalent€of€the€materials€by€otherÐ ` ° Ðmeans.€€In€ordering€discovery€of€these€materials€when€theÐ  \  Ðrequired€showing€has€been€made,€the€court€shall€protect€againstÐ ¸  Ðdisclosure€of€the€mental€impressions,€conclusions,€opinions,€orÐ d´  Ðlegal€theories€of€an€attorney€or€other€representative€of€a€partyÐ `  Ðconcerning€the€litigation.€Ð ¼  Ѐ€òò(e)€€Claims€of€Privilege€or€ProtectionóóÐ h¸ Ѐ€€€òò(1)€€Information€WithheldóóÐ d Ѐ€€€€€€€€òòA€party€who€withholds€information€on€the€ground€that€itÐ À Ðis€privileged€or€subject€to€protection€shall€describe€the€natureÐ l¼ Ðof€the€documents,€electronically€stored€information,Ð h Ðcommunications,€or€things€not€produced€or€disclosed€in€a€mannerÐ Ä Ðthat,€without€revealing€the€privileged€or€protected€information,Ð pÀ  Ðwill€enable€other€parties€to€assess€the€applicability€of€theÐ !l" Ðprivilege€or€protection.óó€Ð È"$ Ѐ€€€òò(2)€€Information€ProducedóóÐ t$Ä& Ðà  à€€€€òòWithin€a€reasonable€time€after€information€is€producedÐ  &p!( Ðin€discovery€that€is€subject€to€a€claim€of€privilege€or€ofÐ Ì'#* Ðprotection,€the€party€who€produced€the€information€shall€notifyÐ x)È$, Ðeach€party€who€received€the€information€of€the€claim€and€theÐ $+t&. Ðbasis€for€it.€€Promptly€after€being€notified,€each€receivingÐ Ð, (0 Ðparty€shall€return,€sequester,€or€destroy€the€specifiedÐ |.Ì)2 Ðinformation€and€any€copies€and€may€not€use€or€disclose€theÐ ° Ðinformation€until€the€claim€is€resolved.€€A€receiving€party€whoÐ \¬ Ðwishes€to€determine€the€validity€of€a€claim€of€privilege€shallÐ X Ðpromptly€file€a€motion€under€seal€requesting€that€the€courtÐ ´  Ðdetermine€the€validity€of€the€claim.€€A€receiving€party€whoÐ ` ° Ðdisclosed€the€information€before€being€notified€shall€takeÐ  \  Ðreasonable€steps€to€retrieve€it.€€The€producing€party€shallÐ ¸  Ðpreserve€the€information€until€the€claim€is€resolved.Ð d´  ÐÓÓCommittee€note:€€Subsection€(e)(2)€allows€a€producing€party€toÐ `  Ðassert€a€claim€of€privilege€or€work„product€protection€afterÐ æ6 Ðproduction€because€it€is€increasingly€costly€and€time„consumingÐ ¼  Ðto€review€all€electronically€stored€information€in€advance.Ð ’â ÐUnlike€the€corresponding€federal€rule,€a€party€must€raise€a€claimÐ h¸ Ðof€privilege€or€work€product€protection€within€a€ð ðreasonableÐ >Ž Ðtime.ðð€€òòSeeóó€òòÔ_ÔElktonÔ_Ô€Care€Center€Associates€v.€Quality€CareÐ d ÐManagement,€Inc.,óó€145€Md.€App.€532€(2002).óóÐ ð@ ÐÌÓÓ€€€€òò(3)€€Effect€of€Inadvertent€DisclosureóóÐ ¢ò Ðà  à€€€€òòA€disclosure€of€a€communication€or€information€coveredÐ Nž Ðby€the€attorney„client€privilege€or€work€product€protection€doesÐ úJ Ðnot€operate€as€a€waiver€if€the€holder€of€the€privilege€or€workÐ ¦ö Ðproduct€protection€(A)€made€the€disclosure€inadvertently,€(B)Ð R ¢! Ðtook€reasonable€precautions€to€prevent€disclosure,€and€(C)€tookÐ þ!N# Ðreasonably€prompt€measures€to€rectify€the€error€once€the€holderÐ ª#ú% Ðknew€or€should€have€known€of€the€disclosure.óóÐ V%¦ ' ÐÓÓòòCommittee€note:€€Courts€in€other€jurisdictions€are€in€conflictÐ 'R") Ðover€whether€an€inadvertent€disclosure€of€privileged€informationÐ Ø'(#* Ðor€work€product€constitutes€a€waiver.€€A€few€courts€find€that€aÐ ®(þ#+ Ðdisclosure€must€be€intentional€to€be€a€waiver.€€Most€courts€findÐ „)Ô$, Ða€waiver€only€if€the€disclosing€party€acted€carelessly€inÐ Z*ª%- Ðdisclosing€the€communication€or€information€and€failed€to€requestÐ 0+€&. Ðits€return€in€a€timely€manner.€€A€few€other€courts€hold€that€anyÐ ,V'/ Ðmistaken€disclosure€of€protected€information€constitutes€waiverÐ Ü,,(0 Ðwithout€regard€to€the€protections€taken€to€avoid€such€aÐ ²-)1 Ðdisclosure.€€òòSee€generally€Ô_ÔHopsonÔ_Ô€v.€City€of€Baltimore,€óó232Ð ˆ.Ø)2 ÐÔ_ÔF.R.D.Ô_Ô€228€(D.€Md.€2005)€for€a€discussion€of€this€case€law.óóÐ ° ÐÌà  àòòThis€subsection€opts€for€the€middle€ground:€inadvertentÐ \¬ Ðdisclosure€of€privileged€or€protected€information€in€connectionÐ 2‚ Ðwith€a€state€or€federal€proceeding€constitutes€a€waiver€only€ifÐ X Ðthe€party€did€not€take€reasonable€precautions€to€preventÐ Þ. Ðdisclosure€and€did€not€make€reasonable€and€prompt€efforts€toÐ ´  Ðrectify€the€error.€€This€position€is€in€accord€with€MarylandÐ Š Ú Ðcommon€law,€òòsee,€e.g.,€Ô_ÔElktonÔ_Ô€Care€Center€Associates€v.€QualityÐ ` ° ÐCare€Management,€Inc.,€óó145€Md.€App.€532€(2002),€and€the€majorityÐ < Œ  Ðview€on€whether€inadvertent€disclosure€is€a€waiver.€òòSee,€e.g.óó,Ð  h  ÐòòZapata€v.€Ô_ÔIBPÔ_Ô,€Incóó.,€175€Ô_ÔF.R.D.Ô_Ô€574,€576„77€(D.€Ô_ÔKanÔ_Ô.€1997)€(workÐ ô D  Ðproduct);€òòÔ_ÔHydraflowÔ_Ô,€Inc.€v.€Ô_ÔEnidineÔ_Ô,€Inc.,€óó145€Ô_ÔF.R.D.Ô_Ô€626,€637Ð Ð  Ð(Ô_ÔW.D.N.Y.Ô_Ô€1993)€(attorney„client€privilege);€òòEdwards€v.€Whitaker,Ð ¬ü  Ðóó868€Ô_ÔF.SuppÔ_Ô.€226,€229€(M.D.€Tenn.€1994)€(attorney„clientÐ ˆØ  Ðprivilege).óó€€Ð ^®  ÐÌÑ  ÑÓÓ€€€€òò(4)€€Controlling€Effect€of€Court€Orders€and€AgreementsóóÐ  Z Ðà  à€€€€òòUnless€incorporated€into€a€court€order,€an€agreement€asÐ ¶ Ðto€the€effect€of€disclosure€of€a€communication€or€informationÐ b² Ðcovered€by€the€attorney„client€privilege€or€work€productÐ ^ Ðprotection€is€binding€on€the€parties€to€the€agreement€but€not€onÐ º  Ðother€persons.€€If€the€agreement€is€incorporated€into€a€courtÐ f¶ Ðorder,€the€order€governs€all€persons€or€entities,€whether€or€notÐ b Ðthey€are€or€were€parties.óó€Ð ¾ ÐÓÓòòCommittee€note:€€Parties€may€agree€to€certain€protocols€toÐ j º! Ðminimize€the€risk€of€waiver€of€a€claim€of€privilege€orÐ @!" Ðprotection.€€One€example€is€a€ð ðclawbackðð€agreement,€meaning€anÐ "f# Ðagreement€that€production€will€occur€without€a€waiver€ofÐ ì"<$ Ðprivilege€or€protection€as€long€as€the€producing€party€promptlyÐ Â#% Ðidentifies€the€privileged€or€protected€documents€that€have€beenÐ ˜$è& Ðproduced.€€òòSeeóó€The€Ô_ÔSedonaÔ_Ô€Conference,€òòThe€Ô_ÔSedonaÔ_Ô€Principles:€Ð n%¾ ' ÐBest€Practices€Recommendations€and€Principles€for€AddressingÐ J&š!( ÐElectronic€Document€Productionóó,€(2d€ed.€2007),€Comment€10.a.€Ð &'v") ÐAnother€example€is€a€ð ðquick€peekðð€agreement,€meaning€that€theÐ (R#* Ðresponding€party€provides€certain€requested€materials€for€initialÐ Ø(($+ Ðexamination€without€waiving€any€privilege€or€protection.€€TheÐ ®)þ$, Ðrequesting€party€then€designates€the€documents€it€wishes€to€haveÐ „*Ô%- Ðactually€produced,€and€the€producing€party€may€assert€anyÐ Z+ª&. Ðprivilege€or€protection.€€òòId.óó,€Comment€10.d.óóÐ 0,€'/ ÐÌÐ â-2)1 Їò òà  àó óòòSubsection€(e)(4)€codifies€the€well„established€propositionÐ ° Ðthat€parties€can€enter€into€an€agreement€to€limit€the€effect€ofÐ †Ö Ðwaiver€by€disclosure€between€or€among€them.€€òòSee,€e.g.,€Dowd€v.Ð \¬ ÐÔ_ÔCalabreseÔ_Ô,€óó101€Ô_ÔF.R.D.Ô_Ô€427,€439€(Ô_ÔD.D.C.Ô_Ô€1984)€(no€waiver€where€theÐ 8ˆ Ðparties€stipulated€in€advance€that€certain€testimony€at€aÐ d Ðdeposition€ð ðwould€not€be€deemed€to€constitute€a€waiver€of€theÐ ê: Ðattorney„client€or€work€product€privilegesðð);€òòÔ_ÔZubulakeÔ_Ô€v.€Ô_ÔUBSÔ_ÔÐ À  ÐWarburg€LLC,€óó216€Ô_ÔF.R.D.Ô_Ô€280,€290€(Ô_ÔS.D.N.Y.Ô_Ô€2003)€(noting€thatÐ œ ì Ðparties€may€enter€into€ð ðso„called€ððclaw„backðð€agreements€thatÐ x È Ðallow€the€parties€to€forego€privilege€review€altogether€in€favorÐ N ž  Ðof€an€agreement€to€return€inadvertently€produced€privilegedÐ $ t  Ðdocumentsðð).€€Of€course,€such€an€agreement€can€bind€only€theÐ ú J  Ðparties€to€the€agreement.€€The€subsection€makes€clear€that€ifÐ Ð  Ðparties€want€protection€from€a€finding€of€waiver€by€disclosure€inÐ ¦ö  Ðseparate€litigation,€the€agreement€must€be€made€part€of€a€courtÐ |Ì  Ðorder.€€Confidentiality€orders€are€important€in€limiting€theÐ R¢  Ðcosts€of€privilege€review€and€retention,€especially€in€casesÐ (x  Ðinvolving€electronic€discovery.€€The€utility€of€a€confidentialityÐ þN Ðorder€is€substantially€diminished€if€it€provides€no€protectionÐ Ô$ Ðoutside€the€particular€litigation€in€which€the€order€is€entered.Ð ªú ÐParties€are€unlikely€to€be€able€to€reduce€the€costs€of€pre„Ð €Ð Ðproduction€review€for€privilege€and€work€product€if€theÐ V¦ Ðconsequence€of€disclosure€is€that€the€information€can€be€used€byÐ ,| ÐÔ_ÔnonpartiesÔ_Ô€to€the€litigation.óóÐ R ÐÌÓ XÓòòSubsection€(e)(4)€provides€that€an€agreement€of€the€partiesÐ ®þ Ðgoverning€confidentiality€of€disclosures€is€enforceable€againstÐ „Ô ÐÔ_ÔnonpartiesÔ_Ô€only€if€it€is€incorporated€in€a€court€order,€but€thereÐ Zª Ðcan€be€no€assurance€that€this€Ô_ÔenforceabilityÔ_Ô€will€be€recognizedÐ 0€ Ðby€courts€other€than€those€of€this€State.€€There€is€some€disputeÐ V Ðas€to€whether€a€confidentiality€order€entered€in€one€case€canÐ Ü, Ðbind€Ô_ÔnonpartiesÔ_Ô€from€asserting€waiver€by€disclosure€in€separateÐ ² Ðlitigation.€òòSee€generally€Ô_ÔHopsonÔ_Ô€v.€City€of€Baltimore,€óó232€Ô_ÔF.R.D.Ô_ÔÐ ˆØ  Ð228€(Ô_ÔD.MdÔ_Ô.€2005),€for€a€discussion€of€this€case€law.óóÐ d ´! ÐÓ XÓÌÓÓ€€ò ò(e)ó ó€òò(f)óó€Trial€Preparation€„€Party's€or€Witness'€Own€StatementÐ "`# Ðà  à€€A€party€may€obtain€a€statement€concerning€the€action€orÐ ¼# % Ðits€subject€matter€previously€made€by€that€party€without€theÐ h%¸ ' Ðshowing€required€under€section€(d)€of€this€Rule.€€A€person€who€isÐ 'd") Ðnot€a€party€may€obtain,€or€may€authorize€in€writing€a€party€toÐ À($+ Ðobtain,€a€statement€concerning€the€action€or€its€subject€matterÐ l*¼%- Ðpreviously€made€by€that€person€without€the€showing€required€underÐ ,h'/ Ðsection€(d)€of€this€Rule.€€For€purposes€of€this€section,€aÐ Ä-)1 Ðstatement€previously€made€is€(1)€a€written€statement€signed€orÐ ° Ðotherwise€adopted€or€approved€by€the€person€making€it,€or€(2)€aÐ \¬ Ðstenographic,€mechanical,€electrical,€or€other€recording,€or€aÐ X Ðtranscription€thereof,€that€is€a€substantially€verbatim€recitalÐ ´  Ðof€an€oral€statement€by€the€person€making€it€andÐ ` ° Ðcontemporaneously€recorded.€€Ð  \  Ѐ€ò ò(f)ó ó€òò(g)óó€Trial€Preparation€„€ExpertsÐ ¸  Ѐ€€€(1)€€Expected€to€be€Called€at€TrialÐ d´  Ѐ€€€€€(A)€€GenerallyÐ `  Ðà  à€€€€€€A€party€by€interrogatories€may€require€any€other€partyÐ ¼  Ðto€identify€each€person,€other€than€a€party,€whom€the€other€partyÐ h¸ Ðexpects€to€call€as€an€expert€witness€at€trial;€to€state€theÐ d Ðsubject€matter€on€which€the€expert€is€expected€to€testify;€toÐ À Ðstate€the€substance€of€the€findings€and€the€opinions€to€which€theÐ l¼ Ðexpert€is€expected€to€testify€and€a€summary€of€the€grounds€forÐ h Ðeach€opinion;€and€to€produce€any€written€report€made€by€theÐ Ä Ðexpert€concerning€those€findings€and€opinions.€€A€party€also€mayÐ pÀ  Ðtake€the€deposition€of€the€expert.€€Ð !l" ÐÓÓCommittee€note:€€This€subsection€requires€a€party€to€disclose€theÐ È"$ Ðname€and€address€of€any€witness€who€may€give€an€expert€opinion€atÐ ž#î% Ðtrial,€whether€or€not€that€person€was€retained€in€anticipation€ofÐ t$Ä& Ðlitigation€or€for€trial.€€òòCf.óó€òòDorsey€v.€Ô_ÔNoldÔ_Ôóó,€362€Md.€241€(2001).Ð J%š ' ÐSee€Rule€104.10€of€the€Rules€of€the€U.S.€District€Court€for€theÐ &&v!( ÐDistrict€of€Maryland.€€The€subsection€does€not€require,€however,Ð ü&L") Ðthat€a€party€name€himself€or€herself€as€an€expert.€€òòSeeóó€òòÔ_ÔTurgutÔ_Ô€v.Ð Ò'"#* ÐLevinóó,€79€Md.€App.€279€(1989).Ð ®(þ#+ ÐÌÓÓ€€€€€€(B)€€Additional€Disclosure€with€Respect€to€Experts€RetainedÐ `*°%- Ðâ âin€Anticipation€of€Litigation€or€for€TrialÐ  ,\'/ ÐÓ XÓ€€€€€€In€addition€to€the€discovery€permitted€underÐ ° Ðâ âsubsection€ò ò(f)(1)(A)ó ó€òò(g)(1)(A)óó€of€this€Rule,€a€party€byÐ \¬ Ðinterrogatories€may€require€the€other€party€to€summarize€theÐ X Ðqualifications€of€a€person€expected€to€be€called€as€an€expertÐ ´  Ðwitness€at€trial€and€whose€findings€and€opinions€were€acquired€orÐ ` ° Ðobtained€in€anticipation€of€litigation€or€for€trial,€to€produceÐ  \  Ðany€available€list€of€publications€written€by€that€expert,€and€toÐ ¸  Ðstate€the€terms€of€the€expert's€compensation.€€Ð d´  ÐÓ XÓ€€€€(2)€€Not€Expected€to€be€Called€at€TrialÐ `  ÐÓ XÓ€€€€When€an€expert€has€been€retained€by€a€party€inÐ ¼  Ðanticipation€of€litigation€or€preparation€for€trial€but€is€notÐ h¸ Ðexpected€to€be€called€as€a€witness€at€trial,€discovery€of€theÐ d Ðidentity,€findings,€and€opinions€of€the€expert€may€be€obtainedÐ À Ðonly€if€a€showing€of€the€kind€required€by€section€(d)€of€thisÐ l¼ ÐRule€is€made.€€Ð h ÐÓ XÓ€€€€(3)€€Fees€and€Expenses€of€DepositionÐ Ä ÐÓ XÓ€€€€Unless€the€court€orders€otherwise€on€the€ground€ofÐ pÀ  Ðmanifest€injustice,€the€party€seeking€discovery:€(A)€shall€payÐ !l" Ðeach€expert€a€reasonable€fee,€at€a€rate€not€exceeding€the€rateÐ È"$ Ðcharged€by€the€expert€for€time€spent€preparing€for€a€deposition,Ð t$Ä& Ðfor€the€time€spent€in€attending€a€deposition€and€for€the€time€andÐ  &p!( Ðexpenses€reasonably€incurred€in€travel€to€and€from€theÐ Ì'#* Ðdeposition;€and€(B)€when€obtaining€discovery€under€subsectionÐ x)È$, Ðò ò(f)(2)ó ó€òò(g)(2)óó€of€this€Rule,€shall€pay€each€expert€a€reasonableÐ $+t&. Ðfee€for€preparing€for€the€deposition.€€Ð Ð, (0 ÐÓ XÓÓÓSource:€€This€Rule€is€derived€as€follows:€€Ð |.Ì)2 Ѐ€Section€(a)€is€derived€from€former€Rule€400€c€and€the€1980Ð ° Ðversion€of€Fed.€R.€Civ.€P.€33€(b).€€Ð †Ö Ѐ€Section€(b)€is€new€and€is€derived€from€the€2000€version€of€Fed.Ð \¬ ÐR.€Civ.€P.€26€(b)€(2)òò,€except€that€subsection€(b)(2)€is€derivedÐ 2‚ Ðfrom€the€2006€Fed.€R.€Civ.€P.€26€(b)(2)(B)óó.€€Ð X Ѐ€Section€(c)€is€new€and€is€derived€from€the€1980€version€of€Fed.Ð Þ. ÐR.€Civ.€P.€26€(b)€(2).€€Ð ´  Ѐ€Section€(d)€is€derived€from€former€Rule€400€d.€€Ð Š Ú Ѐ€òòSection€(e)€is€new€and€is€derived€from€the€2006€version€of€Fed.Ð ` ° ÐR.€Civ.€P.€26€(b)(5).óóÐ 6 †  Ѐ€Section€ò ò(e)ó ó€òò(f)óó€is€derived€from€former€Rule€400€e.€€Ð  \  Ѐ€Section€ò ò(f)ó ó€òò(g)óóÐ â 2  Ѐ€€€Subsection€ò ò(f)(1)ó ó€òò(g)(1)óó€is€derived€in€part€from€the€1980Ð ¸  Ðversion€of€Fed.€R.€Civ.€P.€26€(b)(4)€and€former€Rule€400€f€and€isÐ ŽÞ  Ðin€part€new.€€Ð d´  Ѐ€€€Subsection€ò ò(f)(2)ó ó€òò(g)(2)óó€is€derived€from€the€1980€version€ofÐ :Š  ÐFed.€R.€Civ.€P.€26€(b)(4)€and€former€Rule€U12€b.€€Ð `  Ѐ€€€Subsection€ò ò(f)(3)ó ó€òò(g)(3)óó€is€derived€in€part€from€the€1980Ð æ6 Ðversion€of€Fed.€R.€Civ.€P.€26€(b)(4)€and€is€in€part€new.€Ð ¼  ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ >Ž ÐÌà  àSeveral€of€the€Rules€of€Procedure€for€Maryland€are€proposedÐ ê: Ðfor€amendment€to€conform€to€changes€in€the€federal€rulesÐ À Ðpertaining€to€e„discovery.€€The€primary€sources€reviewed€by€theÐ –æ ÐDiscovery€Subcommittee€when€it€drafted€the€Rules€include€the€2006Ð l¼ Ðamendments€to€the€Federal€Rules€of€Procedure€and€proposedÐ B’ Ðamendments€to€Federal€Rule€of€Evidence€502;€the€Ô_ÔSedonaÔ_ÔÐ h ÐConference,€òòThe€Ô_ÔSedonaÔ_Ô€Principles:€Best€Practices€RecommendationsÐ î> Ðand€Principles€for€Addressing€Electronic€Document€Productionóó€(2dÐ Ê Ðed.€2007);€Conference€of€Chief€Justices,€òòGuidelines€for€StateÐ ¦ö ÐTrial€Courts€Regarding€Discovery€of€Electronically„StoredÐ ‚Ò  ÐInformationóó;€and€Maryland€Business€and€Technology€Case€ManagementÐ ^ ®! ÐProgram,€òòElectronic€Data€Discovery€Guidelinesóó.Ð :!Š" ÐÌà  àSection€(a)€of€Rule€2„402€is€amended€to€parallel€Rule€2„422Ð ì"<$ Ð(a)€by€recognizing€that€the€scope€of€discovery€encompassesÐ Â#% Ðelectronically€stored€information€as€well€as€documents€and€otherÐ ˜$è& Ðtangible€things€relevant€to€the€subject€matter€involved€in€theÐ n%¾ ' Ðaction.€€The€language€is€taken€from€the€2006€amendments€to€Ð D&”!( ÐFed.€R.€Civ.€P.€26€(a)(1)(B).Ð 'j") ÐÌà  àThe€Rules€Committee€changed€the€language€in€subsectionÐ Æ($+ Ð(b)(1),€which€had€been€borrowed€from€Fed.€R.€Civ.€P.€26Ð œ)ì$, Ð(b)(2)(A),€for€clarity.€€The€language€of€subsection€(b)(2)€isÐ r*Â%- Ðderived€from€the€language€of€Fed.€R.€Civ.€P.€26€(b)(2)(B).Ð H+˜&. ÐÌà  àConsistent€with€parallel€changes€to€other€sections€of€thisÐ ô,D(0 Ðâ âRule€and€other€Rules,€section€(d)€has€been€amended€to€addÐ Ê-)1 Ðelectronically€stored€information€to€the€list€of€types€ofÐ ° Ðdiscovery€a€party€may€obtain.Ð †Ö Ðâ âÌà  àSubsections€(e)(1)€and€(e)(2)€adopt€the€procedureÐ 2‚ Ðestablished€in€Fed.€R.€Civ.€P.€26€(b)(5)€to€allow€the€respondingÐ X Ðparty€to€assert€a€claim€of€privilege€or€work€product€protectionÐ Þ. Ðafter€production.€€It€is€a€procedural€device€for€addressing€theÐ ´  Ðincreasing€costly€and€time„consuming€efforts€to€reduce€the€numberÐ Š Ú Ðof€inevitable€mistakes€because€of€the€amount€and€nature€ofÐ ` ° Ðelectronically€stored€information€available€in€the€present€age.€Ð 6 †  ÐSubsection€(e)(3)€was€added€by€the€Rules€Committee€to€conform€toÐ  \  Ðthe€common€law€in€Maryland€as€set€out€in€òòÔ_ÔElktonÔ_Ô€Case€CenterÐ â 2  ÐAssociates€v.€Quality€Case€Management,€Inc.óó,€145€Md.€App.€532Ð ¾  Ð(2002).€€Subsection€(e)(4)€and€the€Committee€note€following€itÐ šê  Ðwere€added€by€the€Rules€Committee€as€a€result€of€òòÔ_ÔHopsonÔ_Ô€v.€CityÐ pÀ  Ðof€Baltimoreóó,€232€F.€R.€D.€228€(D.€Md.€2005),€which€pointed€outÐ Lœ  Ðthat€a€confidentiality€agreement€between€parties€does€notÐ (x  Ðnecessarily€apply€to€third€persons.Ð þN ÐÌÌÌÌÌÌÌÌÌÌÌà  àà ` àà ¸ àà  àà h àà À àà  àà p àà È àà  àÐ  V Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ \¬ ÐÌà@ˆˆìàCHAPTER€400€„€DISCOVERYˆÐ X ÐÌÌÓÓà  àAMEND€Rule€2„421€to€add€language€to€section€(c)€referring€toÐ Š Ú Ðð ðelectronically€stored€informationðð,€as€follows:Ð 6 †  ÐÓÓÌRule€2„421.€€INTERROGATORIES€TO€PARTIES€Ð ¸  ÐÌÌÓÓ€€€.€.€.Ð :Š  Ѐ€(c)€€Option€to€Produce€Business€RecordsÐ æ6 Ðà  à€€When€(1)€the€answer€to€an€interrogatory€may€be€derived€orÐ ’â Ðascertained€from€the€business€recordsòò,€including€electronicallyÐ >Ž Ðstored€information,óó€of€the€party€upon€whom€the€interrogatory€hasÐ ê: Ðbeen€served€or€from€an€examination,€audit,€or€inspection€of€thoseÐ –æ Ðbusiness€records€or€a€compilation,€abstract,€or€summary€of€them,Ð B’ Ðand€(2)€the€burden€of€deriving€or€ascertaining€the€answer€isÐ î> Ðsubstantially€the€same€for€the€party€serving€the€interrogatory€asÐ šê Ðfor€the€party€served,€and€(3)€the€party€upon€whom€theÐ F –! Ðinterrogatory€has€been€served€has€not€already€derived€orÐ ò!B# Ðascertained€the€information€requested,€it€is€a€sufficient€answerÐ ž#î% Ðto€the€interrogatory€to€specify€the€records€from€which€the€answerÐ J%š ' Ðmay€be€derived€or€ascertained€and€to€afford€to€the€party€servingÐ ö&F") Ðthe€interrogatory€reasonable€opportunity€to€examine,€audit,€orÐ ¢(ò#+ Ðinspect€the€records€and€to€make€copies,€compilations,€abstracts,Ð N*ž%- Ðor€summaries.€€A€specification€shall€be€in€sufficient€detail€toÐ ú+J'/ Ðpermit€the€interrogating€party€to€locate€and€to€identify,€asÐ ¦-ö(1 Ðreadily€as€can€the€party€served,€the€records€from€which€theÐ ° Ðanswer€may€be€ascertained.Ð \¬ Ѐ€€.€.€.Ð X ÐÓÓÌà@hh#ìàòòREPORTER'S€NOTEóóˆÐ Š Ú ÐÌà  àThe€amendment€to€Rule€2„421€clarifies€how€the€option€toÐ 6 †  Ðproduce€business€records€to€respond€to€an€interrogatory€operatesÐ  \  Ðin€the€information€age.€€The€amendment€makes€clear€that€theÐ â 2  Ðoption€to€produce€business€records€includes€electronically€storedÐ ¸  Ðinformation.Ð ŽÞ  ÐÌÌÐ  `  Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ \¬ ÐÌà@ˆˆìàCHAPTER€400€„€DISCOVERYˆÐ X ÐÌÌÓÓà  àAMEND€Rule€2„422€to€add€to€section€(a)€a€reference€toÐ Š Ú Ðð ðelectronically€stored€information,ðð€other€language€broadeningÐ 6 †  Ðthe€scope€of€discovery,€and€the€word€ð ðdesignatedðð€modifying€theÐ â 2  Ðlanguage€ð ðtangible€thingsðð;€to€add€a€sentence€to€section€(b)Ð ŽÞ  Ðallowing€a€discovery€request€to€specify€the€form€ofÐ :Š  Ðelectronically€stored€information;€to€delete€certain€languageÐ æ6 Ðfrom€section€(c)€and€to€add€to€it€language€pertaining€to€refusalÐ ’â Ðof€the€requested€form;€to€add€a€cross€reference€to€Rule€2„402€atÐ >Ž Ðthe€end€of€section€(c);€to€add€to€subsection€(d)(1)€a€referenceÐ ê: Ðto€ð ðelectronically€stored€informationðð€and€to€add€languageÐ –æ Ðpertaining€to€the€form€of€production€of€that€information;€to€addÐ B’ Ða€new€subsection€(d)(2)€stating€that€production€of€electronicallyÐ î> Ðstored€information€is€only€required€in€one€form€and€to€add€aÐ šê ÐCommittee€note€after€it,€as€follows:Ð F –! ÐÓÓÌRule€2„422.€€DISCOVERY€OF€DOCUMENTSòò,€ELECTRONICALLY€STOREDÐ È"$ ÐÌINFORMATION,óó€AND€PROPERTY€Ð t$Ä& ÐÌÌÓÓ€€(a)€€ScopeÐ ö&F") Ðà  à€€Any€party€may€serve€one€or€more€requests€to€any€otherÐ ¢(ò#+ Ðparty€(1)€as€to€items€that€are€in€the€possession,€custody,€orÐ N*ž%- Ðcontrol€of€the€party€upon€whom€the€request€is€served,€to€produceÐ ú+J'/ Ðand€permit€the€party€making€the€request,€or€someone€acting€on€theÐ ¦-ö(1 Ðparty's€behalf,€to€inspect€ò òandó óòò,óó€copyòò,€test,€or€sampleóó€ò òanyó óÐ ° Ðdesignated€documents€òòor€electronically€stored€informationóóÐ \¬ Ð(including€writings,€drawings,€graphs,€charts,€photographs,€òòsoundóóÐ X Ðrecordings,€òòimages,óó€and€other€òòdata€oróó€data€compilations€òòstored€inÐ ´  Ðany€mediumóó€from€which€information€can€be€obtained,€translated,€ifÐ ` ° Ðnecessary,€by€the€respondent€through€detection€devices€intoÐ  \  Ðreasonably€usable€form)€or€to€inspect€and€copy,€test,€or€sampleÐ ¸  Ðany€òòdesignatedóó€tangible€things€which€constitute€or€containÐ d´  Ðmatters€within€the€scope€of€Rule€2„402€(a);€or€(2)€to€permitÐ `  Ðentry€upon€designated€land€or€other€property€in€the€possession€orÐ ¼  Ðcontrol€of€the€party€upon€whom€the€request€is€served€for€theÐ h¸ Ðpurpose€of€inspection,€€measuring,€surveying,€photographing,Ð d Ðtesting,€or€sampling€the€property€or€any€designated€object€orÐ À Ðoperation€on€the€property,€within€the€scope€of€Rule€2„402€(a).Ð l¼ Ѐ€(b)€€RequestÐ h Ѐ€€€€€€A€request€shall€set€forth€the€items€to€be€inspected,€Ð Ä Ðeither€by€individual€item€or€by€categoryò ò,€and€shalló óòò;óó€describeÐ pÀ  Ðeach€item€and€category€with€reasonable€particularityò ò.€€TheÐ !l" Ðrequest€shalló ó€òò;€andóó€specify€a€reasonable€time,€place,€and€mannerÐ È"$ Ðof€making€the€inspection€and€performing€the€related€acts.€€òòTheÐ t$Ä& Ðrequest€may€specify€the€form€in€which€electronically€storedÐ  &p!( Ðinformation€is€to€be€produced.óóÐ Ì'#* Ѐ€(c)€€ResponseÐ x)È$, Ðà  à€€The€party€to€whom€a€request€is€directed€shall€serve€aÐ $+t&. Ðwritten€response€within€30€days€after€service€of€the€request€orÐ Ð, (0 Ðwithin€15€days€after€the€date€on€which€that€party's€initialÐ |.Ì)2 Ðpleading€or€motion€is€required,€whichever€is€later.€€The€responseÐ ° Ðshall€state,€with€respect€to€each€item€or€category,€that€òò(1)óóÐ \¬ Ðinspection€and€related€activities€will€be€permitted€as€requested,Ð X Ðò òunlessó ó€òò(2)óó€the€request€is€refused,€ò òin€which€event€the€reasons€forÐ ´  Ðrefusal€shall€be€statedó ó€òòor€(3)€the€request€for€production€in€aÐ ` ° Ðparticular€form€is€refused.€€The€grounds€for€each€refusal€shallÐ  \  Ðbe€fully€statedóó.€€If€the€refusal€relates€to€part€of€an€item€orÐ ¸  Ðcategory,€the€part€shall€be€specified.€€òòIf€a€refusal€relates€toÐ d´  Ðthe€form€in€which€electronically€stored€information€is€requestedÐ `  Ðto€be€produced€(or€if€no€form€was€specified€in€the€request)€theÐ ¼  Ðresponding€party€shall€state€the€form€in€which€it€would€produceÐ h¸ Ðthe€information.óó€Ð d ÐòòÓÓCross€reference:€€See€Rule€2„402€(b)(1)€for€a€list€of€factorsÐ À Ðused€by€the€court€to€determine€the€reasonableness€of€discoveryÐ –æ Ðrequests€and€(b)(2)€concerning€the€assessment€of€the€costs€ofÐ l¼ Ðdiscovery.óóÐ B’ ÐÌÓÓ€€(d)€€ProductionÐ î> Ѐ€€€òò(1)óó€€A€party€who€produces€documents€òòor€electronically€storedÐ šê Ðinformationóó€for€inspection€shall€òò(A)óó€produce€ò òthem€as€they€areó ó€òòtheÐ F –! Ðdocuments€or€information€as€they€areóó€kept€in€the€usual€course€ofÐ ò!B# Ðbusiness€or€ò òshalló ó€organize€and€label€them€to€correspond€with€theÐ ž#î% Ðcategories€in€the€requestòò,€and€(B)€produce€electronically€storedÐ J%š ' Ðinformation€in€the€form€specified€in€the€request€or,€if€theÐ ö&F") Ðrequest€does€not€specify€a€form,€in€the€form€in€which€it€isÐ ¢(ò#+ Ðordinarily€maintained€or€in€a€form€that€is€reasonably€usable.óóÐ N*ž%- Ѐ€€€òò(2)€€A€party€need€not€produce€the€same€electronically€storedÐ ú+J'/ Ðinformation€in€more€than€one€form.óó€òòóóÐ ¦-ö(1 ÐÓÓòòCommittee€note:€€Onsite€inspection€of€electronically€storedÐ ° Ðinformation€should€be€the€exception,€not€the€rule,€becauseÐ †Ö Ðlitigation€usually€relates€to€the€informational€content€of€theÐ \¬ Ðdata€held€on€a€computer€system,€not€to€the€operation€of€theÐ 2‚ Ðsystem€itself.€€In€most€cases,€there€is€no€justification€forÐ X Ðdirect€inspection€of€an€opposing€party's€computer€system.€€òòSee€InÐ Þ. Ðre€Ford€Motor€Co.,óó€345€F.€3d€1315€(11th€Cir.€2003)€(vacatingÐ º  Ðorder€allowing€plaintiff€direct€access€to€defendantððs€databases).Ð – æ ÐóóÌÓ XÓòòTo€justify€onsite€inspection€of€a€computer€system€and€theÐ B ’  Ðprograms€used,€a€party€should€demonstrate€a€substantial€need€toÐ  h  Ðdiscover€the€information€and€the€lack€of€a€reasonableÐ î >  Ðalternative.€€The€inspection€procedure€should€be€documented€byÐ Ä  Ðagreement€or€in€a€court€order€and€should€be€narrowly€restrictedÐ šê  Ðto€protect€confidential€information€and€system€integrity€and€toÐ pÀ  Ðavoid€giving€the€discovering€party€access€to€data€unrelated€toÐ F–  Ðthe€litigation.€€The€data€subject€to€inspection€should€be€dealtÐ l  Ðwith€in€a€way€that€preserves€the€producing€partyððs€rights,€as,Ð òB Ðfor€example,€through€the€use€of€neutral€court„appointedÐ È Ðconsultants.€€òòSee,€generally,óó€The€Ô_ÔSedonaÔ_Ô€Conference,€òòThe€Ô_ÔSedonaÔ_ÔÐ žî ÐPrinciples:€Best€Practices€Recommendations€and€Principles€forÐ zÊ ÐAddressing€Electronic€Document€Productionóó€(2d€ed.€2007),€CommentÐ V¦ Ð6.€c.óóÐ 2‚ ÐÓ XÓ€€Ð X ÐSource:€€This€Rule€is€derived€from€former€Rule€419€and€the€1980Ð Þ. Ðòòand€2006óó€versionòòsóó€of€Fed.€R.€Civ.€P.€34.€€Ð ´ ÐÌÌà@hh#ìàòòREPORTER'S€NOTEóóˆÐ 6† ÐÌà  àThe€amendment€to€Rule€2„422€(a)€adds€ð ðelectronically€storedÐ â2 Ðinformationðð€as€a€category€subject€to€production,€in€addition€toÐ ¸ Ðdocuments€and€other€tangible€things.€€The€amendments€make€clearÐ ŽÞ  Ðthat€parties€may€request€an€opportunity€to€test€or€sampleÐ d ´! Ðmaterials€sought€under€the€rule€in€addition€to€inspecting€andÐ :!Š" Ðcopying€them.Ð "`# ÐÌà  àSection€(b)€is€amended€to€permit€the€requesting€party€toÐ ¼# % Ðdesignate€the€form€in€which€it€wants€electronically€storedÐ ’$â& Ðinformation€produced.€€The€form€of€production€typically€is€moreÐ h%¸ ' Ðimportant€to€the€exchange€of€electronically€stored€informationÐ >&Ž!( Ðthan€of€hard„copy€materials.€€Specifying€the€form€shouldÐ 'd") Ðfacilitate€the€orderly,€efficient,€and€cost„effective€discoveryÐ ê':#* Ðof€electronically€stored€information.€€Different€forms€ofÐ À($+ Ðproduction€may€be€appropriate€for€different€types€ofÐ –)æ$, Ðelectronically€stored€information,€so€the€requesting€party€mayÐ l*¼%- Ðask€for€this.€€Ð B+’&. ÐÌà  àSection€(c)€requires€that€if€the€responding€party€objects€toÐ î,>(0 Ðresponding€or€objects€to€the€form€stated€by€the€requesting€party,Ð Ä-)1 Ðthe€responding€party€shall€state€fully€the€reasons€for€refusingÐ š.ê)2 Ðto€respond€to€the€request.€€Section€(c)€also€requires€that€if€theÐ ° Ðresponding€party€objects€to€the€form€of€production,€or€if€no€formÐ †Ö Ðwas€specified€in€the€request,€the€responding€party€shall€stateÐ \¬ Ðthe€form€in€which€it€would€produce€the€information.€€Stating€theÐ 2‚ Ðresponding€partyððs€intended€form€before€the€production€occurs€mayÐ X Ðpermit€the€parties€to€identify€and€seek€to€resolve€disputesÐ Þ. Ðbefore€the€cost€and€work€of€the€production€occurs.Ð ´  ÐÌÓ XÓA€new€cross€reference€after€section€(c)€points€out€that€RuleÐ ` ° Ð2„402€(b)(1)€contains€a€list€of€factors€used€by€the€court€inÐ 6 †  Ðdetermining€the€reasonableness€of€discovery€requests€and€thatÐ  \  ÐRule€2„402€(b)(2)€concerns€the€assessment€of€the€costs€ofÐ â 2  Ðdiscovery.€Ð ¸  ÐÓ XÓÌà  àSubsection€(d)(1)€is€amended€to€require€that,€just€as€withÐ d´  Ðpaper€documents,€if€electronically€stored€information€isÐ :Š  Ðorganized€for€production€in€a€manner€different€from€which€it€isÐ `  Ðkept€in€the€ordinary€course€of€business,€it€must€be€organized€andÐ æ6 Ðlabeled€to€correspond€with€the€categories€of€the€request€forÐ ¼  Ðproduction.€€This€subsection€also€provides€that€if€the€form€ofÐ ’â Ðproduction€is€not€specified€by€the€parties,€agreement,€or€courtÐ h¸ Ðorder,€the€responding€party€shall€produce€electronically€storedÐ >Ž Ðinformation€in€a€form€that€is€reasonably€usable.€€Under€someÐ d Ðcircumstances,€the€responding€party€may€need€to€provide€someÐ ê: Ðreasonable€amount€of€technical€support,€information€onÐ À Ðapplication€software,€or€other€reasonable€assistance€to€enableÐ –æ Ðthe€requesting€party€to€use€the€information.€€The€Committee€noteÐ l¼ Ðafter€section€(d)€provides€that€to€justify€onsite€inspection€of€aÐ B’ Ðcomputer€system€and€the€programs€used,€a€party€should€demonstrateÐ h Ða€substantial€need€to€discover€the€information€and€a€lack€of€aÐ î> Ðreasonable€alternative.Ð Ä ÐÌÐ  pÀ  Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ \¬ ÐÌà@ˆˆìàCHAPTER€400€„€DISCOVERYˆÐ X ÐÌÌà  àAMEND€Rule€2„424€to€add€a€reference€to€ð ðelectronicallyÐ Š Ú ÐÌÓÓstored€informationðð,€as€follows:Ð 6 †  ÐÓÓÌRule€2„424.€€ADMISSION€OF€FACTS€AND€GENUINENESS€OF€DOCUMENTS€Ð ¸  ÐÌÌÓÓ€€(a)€€Request€for€AdmissionÐ :Š  Ðà  à€€A€party€may€serve€one€or€more€written€requests€to€anyÐ æ6 Ðother€party€for€the€admission€of€(1)€the€genuineness€of€anyÐ ’â Ðrelevant€documents€òòor€electronically€stored€informationóó€describedÐ >Ž Ðin€or€exhibited€with€the€request,€or€(2)€the€truth€of€anyÐ ê: Ðrelevant€matters€of€fact€set€forth€in€the€request.€€Copies€ofÐ –æ Ðdocuments€shall€be€served€with€the€request€unless€they€have€beenÐ B’ Ðor€are€otherwise€furnished€or€made€available€for€inspection€andÐ î> Ðcopying.€€Each€matter€of€which€an€admission€is€requested€shall€beÐ šê Ðseparately€set€forth.€€Ð F –! Ѐ€€.€.€.Ð ò!B# ÐÓÓà@hh#ìàòòREPORTER'S€NOTEóóˆÐ ž#î% ÐÌà  àThe€amendment€to€Rule€2„424€(a)€adds€a€reference€toÐ J%š ' Ðð ðelectronically€stored€informationðð€to€clarify€that€parties€mayÐ  &p!( Ðrequest€the€admission€of€the€genuineness€of€this€type€ofÐ ö&F") Ðinformation€as€well€as€relevant€documents.€€Corollary€Fed.€R.Ð Ì'#* ÐCiv.€P.€36€(a)€does€not€expressly€address€electronically€storedÐ ¢(ò#+ Ðinformation.€€The€Committee€believes€this€to€be€an€inadvertentÐ x)È$, Ðomission€in€the€federal€drafting€process.Ð N*ž%- ÐÌÐ  ú+J'/ Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ \¬ ÐÌà@ˆˆìàCHAPTER€400€„€DISCOVERYˆÐ X ÐÌÌÓÓà  àAMEND€Rule€2„433€to€add€a€new€section€(b)€pertaining€to€lossÐ Š Ú Ðof€electronically€stored€information,€as€follows:Ð 6 †  ÐÓÓÌRule€2„433.€€SANCTIONS€Ð ¸  ÐÌÌÓÓ€€(a)€€For€Certain€Failures€of€DiscoveryÐ :Š  Ðà  à€€Upon€a€motion€filed€under€Rule€2„432€(a),€the€court,€if€itÐ æ6 Ðfinds€a€failure€of€discovery,€may€enter€such€€orders€in€regard€toÐ ’â Ðthe€failure€as€are€just,€including€one€or€more€of€the€following:€€Ð >Ž Ѐ€€€(1)€An€order€that€the€matters€sought€to€be€discovered,€or€anyÐ ê: Ðother€designated€facts€shall€be€taken€to€be€established€for€theÐ –æ Ðpurpose€of€the€action€€in€accordance€with€the€claim€of€the€partyÐ B’ Ðobtaining€the€order;€€Ð î> Ѐ€€€(2)€An€order€refusing€to€allow€the€failing€party€to€supportÐ šê Ðor€oppose€designated€claims€or€defenses,€or€prohibiting€thatÐ F –! Ðparty€from€introducing€designated€matters€in€evidence;€or€€Ð ò!B# Ѐ€€€(3)€An€order€striking€out€pleadings€or€parts€thereof,€orÐ ž#î% Ðstaying€further€proceeding€until€the€discovery€is€provided,€orÐ J%š ' Ðdismissing€the€action€or€any€part€thereof,€or€entering€a€judgmentÐ ö&F") Ðby€default€that€includes€a€determination€as€to€liability€and€allÐ ¢(ò#+ Ðrelief€sought€by€the€moving€party€against€the€failing€party€ifÐ N*ž%- Ðthe€court€is€satisfied€that€it€has€personal€jurisdiction€overÐ ú+J'/ Ðthat€party.€€If,€in€order€to€enable€the€court€to€enter€defaultÐ ¦-ö(1 Ðjudgment,€it€is€necessary€to€take€an€account€or€to€determine€theÐ ° Ðamount€of€damages€or€to€establish€the€truth€of€any€averment€byÐ \¬ Ðevidence€or€to€make€an€investigation€of€any€matter,€the€court€mayÐ X Ðrely€on€affidavits,€conduct€hearings€or€order€references€asÐ ´  Ðappropriate,€and,€if€requested,€shall€preserve€to€the€plaintiffÐ ` ° Ðthe€right€of€trial€by€jury.€€Ð  \  Ðà  àInstead€of€any€order€or€in€addition€thereto,€the€court,Ð ¸  Ðafter€opportunity€for€hearing,€shall€require€the€failing€party€orÐ d´  Ðthe€attorney€advising€the€failure€to€act€or€both€of€them€to€payÐ `  Ðthe€reasonable€expenses,€including€attorney's€fees,€caused€by€theÐ ¼  Ðfailure,€unless€the€court€finds€that€the€failure€wasÐ h¸ Ðsubstantially€justified€or€that€other€circumstances€make€an€awardÐ d Ðof€expenses€unjust.Ð À Ѐ€òò(b)€€For€Loss€of€Electronically€Stored€Informationóó€€Ð l¼ Ðà  à€€òòAbsent€exceptional€circumstances,€a€court€may€not€imposeÐ h Ðsanctions€under€these€Rules€on€a€party€for€failing€to€provideÐ Ä Ðelectronically€stored€information€that€is€no€longer€available€asÐ pÀ  Ða€result€of€the€routine,€good„faith€operations€of€an€electronicÐ !l" Ðinformation€system.óóÐ È"$ Ѐ€ò ò(b)ó ó€òò(c)óó€For€Failure€to€Comply€with€Order€Compelling€DiscoveryÐ t$Ä& Ðà  à€€If€a€person€fails€to€obey€an€order€compelling€discovery,Ð  &p!( Ðthe€court,€upon€motion€of€a€party€and€reasonable€notice€to€otherÐ Ì'#* Ðparties€and€all€persons€affected,€may€enter€such€orders€in€regardÐ x)È$, Ðto€the€failure€as€are€just,€including€one€or€more€of€the€ordersÐ $+t&. Ðset€forth€in€section€(a)€of€this€Rule.€If€justice€cannotÐ Ð, (0 Ðotherwise€be€achieved,€the€court€may€enter€an€order€in€complianceÐ |.Ì)2 Ðwith€Rule€15„206€treating€the€failure€to€obey€the€order€as€aÐ ° Ðcontempt.€€Ð \¬ Ѐ€ò ò(c)ó ó€òò(d)óó€Award€of€ExpensesÐ X Ðà  à€€If€a€motion€filed€under€Rule€2„432€or€under€Rule€2„403€isÐ ´  Ðgranted,€the€court,€after€opportunity€for€hearing,€shall€requireÐ ` ° Ðthe€party€or€deponent€whose€conduct€necessitated€the€motion€orÐ  \  Ðthe€party€or€the€attorney€advising€the€conduct€or€both€of€them€toÐ ¸  Ðpay€to€the€moving€party€the€reasonable€expenses€incurred€inÐ d´  Ðobtaining€the€order,€including€attorney's€fees,€unless€the€courtÐ `  Ðfinds€that€the€opposition€to€the€motion€was€substantiallyÐ ¼  Ðjustified€or€that€other€circumstances€make€an€award€of€expensesÐ h¸ Ðunjust.€€Ð d Ðà  àIf€the€motion€is€denied,€the€court,€after€opportunity€forÐ À Ðhearing,€shall€require€the€moving€party€or€the€attorney€advisingÐ l¼ Ðthe€motion€or€both€of€them€to€pay€to€the€party€or€deponent€whoÐ h Ðopposed€the€motion€the€reasonable€expenses€incurred€in€opposingÐ Ä Ðthe€motion,€including€attorney's€fees,€unless€the€court€findsÐ pÀ  Ðthat€the€making€of€the€motion€was€substantially€justified€or€thatÐ !l" Ðother€circumstances€make€an€award€of€expenses€unjust.Ð È"$ Ðà  àIf€the€motion€is€granted€in€part€and€denied€in€part,€theÐ t$Ä& Ðcourt€may€apportion€the€reasonable€expenses€incurred€in€relationÐ  &p!( Ðto€the€motion€among€the€parties€and€persons€in€a€just€manner.€€Ð Ì'#* ÐÓÓÌSource:€€This€Rule€is€derived€as€follows:€€Ð N*ž%- Ѐ€Section€(a)€is€derived€from€former€Rule€422€c€1€and€2.Ð $+t&. Ѐ€òòSection€(b)€is€new€and€is€derived€from€the€2006€version€of€Fed.Ð ú+J'/ ÐR.€Civ.€P.€37€(f).óó€€Ð Ð, (0 Ðâ  Section€ò ò(b)ó ó€òò(c)óó€is€derived€from€former€Rule€422€b.€€Ð ¦-ö(1 Ѐ€Section€ò ò(c)ó ó€òò(d)óó€is€derived€from€the€1980€version€of€Fed.€R.Ð ° Ðâ âCiv.€P.€37€(a)€(4)€and€former€Rule€422€a€5,€6€and€7.€Ð †Ö ÐÌÌà@hh#ìàòòREPORTER'S€NOTEóóˆÐ X ÐÌà  àThe€addition€of€section€(b)€focuses€on€a€distinctive€featureÐ ´  Ðof€computer€operations,€the€routine€alteration€and€deletion€ofÐ Š Ú Ðinformation€that€goes€along€with€ordinary€use.€€Many€stepsÐ ` ° Ðessential€to€computer€operation€may€alter€or€destroy€informationÐ 6 †  Ðfor€reasons€that€have€nothing€to€do€with€how€that€informationÐ  \  Ðmight€relate€to€litigation.€€The€new€language€applies€only€toÐ â 2  Ðinformation€lost€due€to€the€routine€operation€of€an€electronicÐ ¸  Ðinformation€system,€and€only€if€the€operation€was€in€good€faith.€Ð ŽÞ  ÐThis€means€that€a€party€is€not€permitted€to€exploit€the€routineÐ d´  Ðoperation€of€an€information€system€to€thwart€discoveryÐ :Š  Ðobligations€by€allowing€that€operation€to€continue€in€order€toÐ `  Ðdestroy€specific€stored€information€that€it€is€required€toÐ æ6 Ðpreserve.€€Whether€good€faith€would€call€for€steps€to€prevent€theÐ ¼  Ðloss€of€information€on€sources€that€the€party€believes€are€notÐ ’â Ðreasonably€accessible€under€Rule€2„402€(b)(2)€depends€on€theÐ h¸ Ðcircumstances€of€each€case.€€The€Rule€restricts€the€imposition€ofÐ >Ž Ðsanctions,€but€it€does€not€prevent€a€court€from€making€the€kindsÐ d Ðof€adjustments€frequently€used€in€managing€discovery€if€a€partyÐ ê: Ðis€unable€to€provide€relevant€responsive€information.Ð À ÐÌÐ  l¼ Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ \¬ ÐÌà@xx!ìàCHAPTER€500€„€TRIALˆÐ X ÐÌÌÓÓà  àAMEND€Rule€2„504€to€add€a€new€subsection€(b)(2)(G)€referringÐ Š Ú Ðto€discovery€of€electronically€stored€information,€to€add€a€newÐ 6 †  Ðsubsection€(b)(2)(H)€referring€to€a€process€for€asserting€claimsÐ â 2  Ðof€privilege€or€of€protection€after€production,€and€to€Ô_ÔreletterÔ_ÔÐ ŽÞ  Ðsubsection€(b)(2),€as€follows:Ð :Š  ÐÓÓÌRule€2„504.€€SCHEDULING€ORDER€Ð ¼  ÐÌÌÓÓ€€(a)€€Order€RequiredÐ >Ž Ѐ€€€(1)€Unless€otherwise€ordered€by€the€County€AdministrativeÐ ê: ÐJudge€for€one€or€more€specified€categories€of€actions,€the€courtÐ –æ Ðshall€enter€a€scheduling€order€in€every€civil€action,€whether€orÐ B’ Ðnot€the€court€orders€a€scheduling€conference€pursuant€to€Rule€2„Ð î> Ð504.1.€€Ð šê Ѐ€€€(2)€The€County€Administrative€Judge€shall€prescribe€theÐ F –! Ðgeneral€format€of€scheduling€orders€to€be€entered€pursuant€toÐ ò!B# Ðthis€Rule.€€A€copy€of€the€prescribed€format€shall€be€furnished€toÐ ž#î% Ðthe€Chief€Judge€of€the€Court€of€Appeals.€€Ð J%š ' Ѐ€€€(3)€Unless€the€court€orders€a€scheduling€conference€pursuantÐ ö&F") Ðto€Rule€2„504.1,€the€scheduling€order€shall€be€entered€as€soon€asÐ ¢(ò#+ Ðpracticable,€but€no€later€than€30€days€after€an€answer€is€filedÐ N*ž%- Ðâ âby€any€defendant.€€If€the€court€orders€a€scheduling€conference,Ð ú+J'/ Ðthe€scheduling€order€shall€be€entered€promptly€after€conclusionÐ ° Ðof€the€conference.€€Ð \¬ Ðâ  (b)€€Contents€of€Scheduling€OrderÐ X Ѐ€€€(1)€€RequiredÐ ´  Ðà  à€€€€A€scheduling€order€shall€contain:€€Ð ` ° Ðà  à€(A)€an€assignment€of€the€action€to€an€appropriateÐ  \  Ðscheduling€category€of€a€differentiated€case€management€systemÐ ¸  Ðestablished€pursuant€to€Rule€16„202;€€Ð d´  Ðà  à€(B)€one€or€more€dates€by€which€each€party€shall€identifyÐ `  Ðeach€person€whom€the€party€expects€to€call€as€an€expert€witnessÐ ¼  Ðat€trial,€including€all€information€specified€in€Rule€2„402€ò ò(f)Ð h¸ Ð(1)ó ó€òò(g)(1)óó;€€Ð d Ðà  à€(C)€one€or€more€dates€by€which€each€party€shall€file€theÐ À Ðnotice€required€by€Rule€2„504.3€(b)€concerning€computer„generatedÐ l¼ Ðevidence;€€Ð h Ðà  à€(D)€a€date€by€which€all€discovery€must€be€completed;€€Ð Ä Ðà  à€(E)€a€date€by€which€all€Ô_ÔdispositiveÔ_Ô€motions€must€be€filed;Ð pÀ  Ðand€€Ð !l" Ðà  à€(F)€any€other€matter€resolved€at€a€scheduling€conferenceÐ È"$ Ðheld€pursuant€to€Rule€2„504.1.€€Ð t$Ä& Ѐ€€€(2)€€PermittedÐ  &p!( Ðà  à€€€€A€scheduling€order€may€also€contain:€€Ð Ì'#* Ðà  à€(A)€any€limitations€on€discovery€otherwise€permitted€underÐ x)È$, Ðthese€rules,€including€reasonable€limitations€on€the€number€ofÐ $+t&. Ðâ âinterrogatories,€depositions,€and€other€forms€of€discovery;€€Ð Ð, (0 Ðà  à€(B)€the€resolution€of€any€disputes€existing€between€theÐ ° Ðâ âparties€relating€to€discovery;€€Ð \¬ Ðà  à€(C)€a€date€by€which€any€additional€parties€must€be€joined;€€Ð X Ðà  à€(D)€a€specific€referral€to€or€direction€to€pursue€anÐ ´  Ðavailable€and€appropriate€form€of€alternative€dispute€resolution,Ð ` ° Ðincluding€a€requirement€that€individuals€with€authority€to€settleÐ  \  Ðbe€present€or€readily€available€for€consultation€during€theÐ ¸  Ðalternative€dispute€resolution€proceeding,€provided€that€theÐ d´  Ðreferral€or€direction€conforms€to€the€limitations€of€Rule€2„504.1Ð `  Ð(e);€€Ð ¼  Ðà  à€(E)€an€order€designating€or€providing€for€the€designationÐ h¸ Ðof€a€neutral€expert€to€be€called€as€the€court's€witness;€€Ð d Ðà  à€(F)€a€further€scheduling€conference€or€pretrial€conferenceÐ À Ðdate;€ò òandó ó€Ð l¼ Ðà  à€òò(G)€provisions€for€discovery€of€electronically€storedÐ h Ðinformation;óóÐ Ä Ðà  à€òò(H)€a€process€by€which€the€parties€may€assert€claims€ofÐ pÀ  Ðprivilege€or€of€protection€after€production;€andóóÐ !l" Ðà  à€ò ò(G)ó ó€òò(I)óó€any€other€matter€pertinent€to€the€management€of€theÐ È"$ Ðaction.€€Ð t$Ä& ÐÓÓCross€reference:€€See€Rule€5„706€for€authority€of€the€court€toÐ  &p!( Ðappoint€expert€witnesses.€€Ð ö&F") ÐÌSource:€€This€Rule€is€òòin€partóó€new€òòand€in€part€derived€as€follows:óó€Ð ¢(ò#+ Ѐ€òòSubsection€(b)(2)(G)€is€new€and€is€derived€from€the€2006Ð x)È$, Ðversion€of€Fed.€R.€Civ.€P.€16€(b)(5).óóÐ N*ž%- Ѐ€òòSubsection€(b)(2)(H)€is€new€and€is€derived€from€the€2006Ð $+t&. Ðversion€of€Fed.€R.€Civ.€P.€16€(b)(6).óó€Ð ú+J'/ ÐÌÌÐ |.Ì)2 Ðà@hh#ìàòòREPORTER'S€NOTEóóˆÐ ° ÐÌà  àThe€amendment€to€Rule€2„504€(b)(2)€is€designed€to€alert€theÐ \¬ Ðcourt€to€the€possible€need€to€address€the€handling€of€discoveryÐ 2‚ Ðof€electronically€stored€information€early€in€the€litigation€ifÐ X Ðthis€discovery€is€expected€to€occur.€€It€also€adds€to€the€list€ofÐ Þ. Ðtopics€that€may€be€addressed€in€the€scheduling€order€a€process€byÐ ´  Ðwhich€the€parties€may€assert€claims€of€privilege€or€of€protectionÐ Š Ú Ðafter€production.€€The€federal€rule€uses€the€language€ð ðanyÐ ` ° Ðagreements€the€parties€reach€for€asserting€claims€of€privilegeÐ 6 †  Ð...,ðð€but€Rule€2„504€(b)(2)(H)€broadens€this€concept€to€includeÐ  \  Ðany€process€for€asserting€claims€of€privilege€or€of€protectionÐ â 2  Ðafter€production.Ð ¸  ÐÐ  ŽÞ  Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ \¬ ÐÌà@xx!ìàCHAPTER€500€„€TRIALˆÐ X ÐÌÌÓÓà  àAMEND€Rule€2„504.1€to€add€language€to€section€(b)€expandingÐ Š Ú Ða€scheduling€order€to€include€issues€relating€to€preservingÐ 6 †  Ðdiscoverable€information,€issues€relating€to€discovery€ofÐ â 2  Ðelectronically€stored€information,€and€issues€relating€to€claimsÐ ŽÞ  Ðof€privilege€or€of€protection;€and€to€add€a€Committee€note€at€theÐ :Š  Ðend€of€that€section€pertaining€to€how€discovery€of€electronicallyÐ æ6 Ðstored€information€is€handled€at€a€scheduling€conference,€asÐ ’â Ðfollows:Ð >Ž ÐÓÓÌRule€2„504.1.€€SCHEDULING€CONFERENCE€Ð À ÐÌÌÓÓ€€(a)€€When€RequiredÐ B’ Ðà  à€€In€any€of€the€following€circumstances,€the€court€shallÐ î> Ðissue€an€order€requiring€the€parties€to€attend€a€schedulingÐ šê Ðconference:€€Ð F –! Ѐ€€€(1)€in€an€action€placed€or€likely€to€be€placed€in€aÐ ò!B# Ðscheduling€category€for€which€the€case€management€plan€adoptedÐ ž#î% Ðpursuant€to€Rule€16„202€b.€requires€a€scheduling€conference;€€Ð J%š ' Ѐ€€€(2)€in€an€action€in€which€an€objection€to€computer„generatedÐ ö&F") Ðevidence€is€filed€under€Rule€2„504.3€(d);€or€€Ð ¢(ò#+ Ѐ€€€(3)€in€an€action,€in€which€a€party€requests€a€schedulingÐ N*ž%- Ðconference€and€represents€that,€despite€a€good€faith€effort,€theÐ ú+J'/ Ðparties€have€been€unable€to€reach€an€agreement€(Ô_ÔiÔ_Ô)€on€a€plan€forÐ ¦-ö(1 Ðthe€scheduling€and€completion€of€discovery,€(ii)€on€the€proposalÐ ° Ðof€any€party€to€pursue€an€available€and€appropriate€form€ofÐ \¬ Ðalternative€dispute€resolution,€or€(iii)€on€any€other€matterÐ X Ðeligible€for€inclusion€in€a€scheduling€order€under€Rule€2„504.€€Ð ´  Ѐ€(b)€€When€PermittedÐ ` ° Ðà  à€€The€court€may€issue€an€order€in€any€action€requiring€theÐ  \  Ðparties€to€attend€a€scheduling€conference.€€Ð ¸  Ѐ€(c)€€Order€for€Scheduling€ConferenceÐ d´  Ðà  à€€An€order€setting€a€scheduling€conference€may€require€thatÐ `  Ðthe€parties,€at€least€ten€days€before€the€conference:€€Ð ¼  Ѐ€€€(1)€complete€sufficient€initial€discovery€to€enable€them€toÐ h¸ Ðparticipate€in€the€conference€meaningfully€and€in€good€faith€andÐ d Ðto€make€decisions€regarding€(A)€settlement,€(B)€consideration€ofÐ À Ðavailable€and€appropriate€forms€of€alternative€disputeÐ l¼ Ðresolution,€(C)€limitation€of€issues,€(D)€stipulations,€òò(E)€anyÐ h Ðissues€relating€to€preserving€discoverable€information,€(F)€anyÐ Ä Ðissues€relating€to€discovery€of€electronically€storedÐ pÀ  Ðinformation,€including€the€form€in€which€it€is€to€be€produced,Ð !l" Ð(G)€any€issues€relating€to€claims€of€privilege€or€of€protection,óóÐ È"$ Ðand€ò ò(E)ó ó€òò(H)óó€other€matters€that€may€be€considered€at€theÐ t$Ä& Ðconference;€and€€Ð  &p!( Ѐ€€€(2)€confer€in€person€or€by€telephone€and€attempt€to€reachÐ Ì'#* Ðagreement€or€narrow€the€areas€of€disagreement€regarding€theÐ x)È$, Ðmatters€that€may€be€considered€at€the€conference€and€determineÐ $+t&. Ðâ âwhether€the€action€or€any€issues€in€the€action€are€suitable€forÐ Ð, (0 Ðreferral€to€an€alternative€dispute€resolution€process€inÐ ° Ðaccordance€with€Title€17,€Chapter€100€of€these€rules.Ð \¬ Ðâ âÓÓòòCommittee€note:€€Examples€of€matters€that€may€be€considered€at€aÐ X Ðscheduling€conference€when€discovery€of€electronically€storedÐ Þ. Ðinformation€is€expected,€include:óóÐ ´  Ðà  àòò(1)€its€identification€and€retention;óóÐ Š Ú Ðà  àòò(2)€the€form€of€production,€such€as€PDF,€TIFF,€or€JPEGÐ ` ° Ðfiles,€or€native€form,€for€example,€Microsoft€Word,€Excel,€etc.;óóÐ 6 †  Ðà  àòò(3)€the€manner€of€production,€such€as€CD„ROM;óóÐ  \  Ðà  àòò(4)€any€production€of€indices;óóÐ â 2  Ðà  àòò(5)€any€electronic€numbering€of€documents€and€information;óóÐ ¸  Ðà  àòò(6)€apportionment€of€costs€for€production€of€electronicallyÐ ŽÞ  Ðstored€information€not€reasonably€accessible€because€of€undueÐ d´  Ðburden€or€cost;óóÐ :Š  Ðà  àòò(7)€a€process€by€which€the€parties€may€assert€claims€ofÐ `  Ðprivilege€or€of€protection€after€production;€andóóÐ æ6 Ðà  àòò(8)€whether€the€parties€agree€to€refer€discovery€disputes€toÐ ¼  Ða€master€or€Special€Master.óóÐ ’â ÐÌà  àòòThe€parties€may€also€need€to€address€any€request€forÐ >Ž Ðmetadata,€for€example,€information€embedded€in€an€electronic€dataÐ d Ðfile€that€describes€how,€when,€and€by€whom€it€was€created,Ð ê: Ðreceived,€accessed,€or€modified€or€how€it€is€formatted.€€For€aÐ À Ðdiscussion€of€metadata€and€factors€to€consider€in€determining€theÐ –æ Ðextent€to€which€metadata€should€be€preserved€and€produced€in€aÐ l¼ Ðparticular€case,€òòsee,óó€The€Ô_ÔSedonaÔ_Ô€Conference,€òòThe€Ô_ÔSedonaÔ_ÔÐ B’ ÐPrinciples:€Best€Practices€Recommendations€and€Principles€forÐ n ÐAddressing€Electronic€Document€Productionóó,€(2d€ed.€2007),Ð úJ ÐPrinciple€12€and€related€Comment.óóÐ Ö& ÐÌÓÓ€€(d)€€Time€and€Method€of€Holding€ConferenceÐ ‚Ò  Ðà  à€€Except€(1)€upon€agreement€of€the€parties,€(2)€upon€aÐ .!~" Ðfinding€of€good€cause€by€the€court,€or€(3)€in€an€action€assignedÐ Ú"*$ Ðto€a€family€division€under€Rule€16„204€(a)(2),€a€schedulingÐ †$Ö& Ðconference€shall€not€be€held€earlier€than€30€days€after€the€dateÐ 2&‚!( Ðof€the€order.€€If€the€court€requires€the€completion€of€anyÐ Þ'.#* Ðdiscovery€pursuant€to€section€(c)€of€this€Rule,€it€shall€affordÐ Š)Ú$, Ðthe€parties€a€reasonable€opportunity€to€complete€the€discovery.Ð 6+†&. ÐThe€court€may€hold€a€scheduling€conference€in€chambers,€in€openÐ â,2(0 Ðcourt,€or€by€telephone€or€other€electronic€means.€€Ð Ž.Þ)2 Ѐ€(e)€€Scheduling€OrderÐ ° Ðà  à€€Case€management€decisions€made€by€the€court€at€or€as€aÐ \¬ Ðresult€of€a€scheduling€conference€shall€be€included€in€aÐ X Ðscheduling€order€entered€pursuant€to€Rule€2„504.€€A€court€may€notÐ ´  Ðorder€a€party€or€counsel€for€a€party€to€participate€in€anÐ ` ° Ðalternative€dispute€resolution€process€under€Rule€2„504€except€inÐ  \  Ðaccordance€with€Rule€9„205€or€Rule€17„103.€€Ð ¸  ÐSource:€€This€Rule€is€new.€€Ð d´  ÐÓÓÌà@hh#ìàòòREPORTER'S€NOTEóóˆÐ æ6 ÐÌà  àThe€amendments€to€Rule€2„504.1€(c)€allow€a€scheduling€orderÐ ’â Ðto€direct€the€parties€to€discuss€discovery€of€electronicallyÐ h¸ Ðstored€information€during€their€scheduling€conference.€€WhenÐ >Ž Ðparties€anticipate€such€discovery,€discussion€at€the€outset€mayÐ d Ðavoid€later€difficulties€or€ease€their€resolution.€€When€a€caseÐ ê: Ðinvolves€discovery€of€electronically€stored€information,€theÐ À Ðissues€to€be€addressed€during€the€scheduling€conference€depend€onÐ –æ Ðthe€nature€and€extent€of€the€contemplated€discovery€and€of€theÐ l¼ Ðpartiesðð€information€systems.€€The€requirement€that€the€partiesÐ B’ Ðdiscuss€any€issues€regarding€preservation€of€discoverableÐ h Ðinformation€is€particularly€important€with€regard€toÐ î> Ðelectronically€stored€information,€the€volume€and€dynamic€natureÐ Ä Ðof€which€may€complicate€preservation€obligations.€€New€languageÐ šê Ðhas€been€added€providing€that€the€parties€should€discuss€anyÐ pÀ  Ðissues€relating€to€assertions€of€privilege€or€of€protection.€€SeeÐ F –! Ðthe€Committee€note€after€Rule€2„402€(e)€for€a€discussion€ofÐ !l" Ðcertain€protocols€to€minimize€the€risk€of€waiver€of€privilege€orÐ ò!B# Ðof€protection.Ð È"$ ÐÌÐ  t$Ä& Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€ð!ð„€CIRCUIT€COURTˆÐ \¬ ÐÌà@xx!ìàCHAPTER€500€„€TRIALˆÐ X ÐÌÌÓÓà  àAMEND€Rule€2„510€to€add€a€reference€to€ð ðelectronicallyÐ Š Ú Ðstored€informationðð€to€sections€(a),€(c),€(e),€and€(f);€to€addÐ 6 †  Ðlanguage€to€section€(a)€requiring€a€subpoenaed€party€to€permitÐ â 2  Ðtesting€or€sampling€of€electronically€stored€information;€to€addÐ ŽÞ  Ðto€the€contents€of€a€subpoena€in€section€(c)€a€description€ofÐ :Š  Ðelectronically€stored€information,€a€description€of€any€testingÐ æ6 Ðor€sampling€proposed,€and€a€statement€allowing€the€subpoena€toÐ ’â Ðspecify€the€form€of€the€information;€to€add€two€Code€referencesÐ >Ž Ðto€the€cross€reference€after€section€(d);€to€add€a€sentence€toÐ ê: Ðsection€(e)€referring€to€filing€a€motion€objecting€to€a€subpoenaÐ –æ Ðfor€certain€information;€to€add€a€sentence€to€section€(f)Ð B’ Ðrequiring€support€for€a€claim€of€privilege€or€protection€as€workÐ î> Ðproduct€materials;€to€add€a€new€section€(g)€pertaining€to€dutiesÐ šê Ðrelating€to€the€production€of€documents,€electronically€storedÐ F –! Ðinformation,€and€tangible€things;€to€change€subsection€(Ô_ÔiÔ_Ô)(1)€byÐ ò!B# Ðsubstituting€the€term€ð ðcustodian€of€recordsðð€for€the€term€ð ðhealthÐ ž#î% Ðcare€provider,ðð€by€deleting€language€relating€to€x„ray€films,€andÐ J%š ' Ðby€deleting€language€referring€to€ð ðthe€patient;ðð€to€add€a€crossÐ ö&F") Ðreference€after€subsection€(Ô_ÔiÔ_Ô)(1);€to€add€a€Ô_ÔtaglineÔ_Ô€to€subsectionÐ ¢(ò#+ Ð(Ô_ÔiÔ_Ô)(2)€and€to€change€the€term€ð ðhealth€care€providerðð€to€the€wordÐ N*ž%- Ðð ðcustodian;ðð€to€add€a€Ô_ÔtaglineÔ_Ô€to€subsection€(Ô_ÔiÔ_Ô)(3),€to€delete€aÐ ú+J'/ Ðword,€and€to€add€language€requiring€that€a€subpoena€state€withÐ ¦-ö(1 Ðspecificity€the€reason€for€the€presence€of€the€custodian;€toÐ ° Ðdelete€a€Code€reference€in€the€cross€reference€followingÐ \¬ Ðsubsection€(Ô_ÔiÔ_Ô)(3);€to€add€a€new€section€(k)€pertaining€toÐ X Ðinformation€produced€subject€to€a€claim€of€privilege€orÐ ´  Ðprotection€as€work€product;€to€add€a€cross€reference€at€the€endÐ ` ° Ðof€the€Rule;€and€to€Ô_ÔreletterÔ_Ô€the€Rule,€as€follows:Ð  \  ÐÓÓÌRule€2„510.€€SUBPOENASÐ ŽÞ  ÐÌÌÓÓ€€(a)€€UseÐ `  Ðà  à€€A€subpoena€is€required€to€compel€the€person€to€whom€it€isÐ ¼  Ðdirected€to€attend,€give€testimony,€and€produce€designatedÐ h¸ Ðdocumentsòò,€electronically€stored€information,óó€or€ò òotheró ó€tangibleÐ d Ðthings€at€a€court€proceeding,€including€proceedings€before€aÐ À Ðmaster,€auditor,€or€examiner.€€A€subpoena€is€also€required€toÐ l¼ Ðcompel€a€nonparty€and€may€be€used€to€compel€a€party€over€whom€theÐ h Ðcourt€has€acquired€jurisdiction€to€attend,€give€testimony,€andÐ Ä Ðproduce€and€permit€inspectionòò,óó€ò òandó ó€copyingòò,€testing,€or€samplingóóÐ pÀ  Ðof€designated€documentsòò,€electronically€stored€information,óó€orÐ !l" Ðò òotheró ó€tangible€things€at€a€deposition.€€A€subpoena€shall€not€beÐ È"$ Ðused€for€any€other€purpose.€€If€the€court,€on€motion€of€a€partyÐ t$Ä& Ðalleging€a€violation€of€this€section€or€on€its€own€initiative,Ð  &p!( Ðafter€affording€the€alleged€violator€a€hearing,€finds€that€aÐ Ì'#* Ðparty€or€attorney€used€or€attempted€to€use€a€subpoena€for€aÐ x)È$, Ðpurpose€other€than€a€purpose€allowed€under€this€section,€theÐ $+t&. Ðcourt€may€impose€an€appropriate€sanction€upon€the€party€orÐ Ð, (0 Ðattorney,€including€an€award€of€a€reasonable€attorney's€fee€andÐ |.Ì)2 Ðcosts,€the€exclusion€of€evidence€obtained€by€the€subpoena,€andÐ ° Ðreimbursement€of€any€person€inconvenienced€for€time€and€expensesÐ \¬ Ðincurred.€€Ð X Ѐ€(b)€€IssuanceÐ ´  Ѐ€€€€€€On€the€request€of€a€person€entitled€to€the€issuance€of€aÐ ` ° Ðsubpoena,€the€clerk€shall€issue€a€completed€subpoena,€or€provideÐ  \  Ða€blank€form€of€subpoena€which€shall€be€filled€in€and€returned€toÐ ¸  Ðthe€clerk€to€be€signed€and€sealed€before€service.€€On€the€requestÐ d´  Ðof€an€attorney€or€other€officer€of€the€court€entitled€to€theÐ `  Ðissuance€of€a€subpoena,€the€clerk€shall€issue€a€subpoena€signedÐ ¼  Ðand€sealed€but€otherwise€in€blank,€which€shall€be€filled€inÐ h¸ Ðbefore€service.€€Ð d Ѐ€(c)€€FormÐ À Ðà  à€€Every€subpoena€shall€contain:€(1)€the€caption€of€theÐ l¼ Ðaction,€(2)€the€name€and€address€of€the€person€to€whom€it€isÐ h Ðdirected,€(3)€the€name€of€the€person€at€whose€request€it€isÐ Ä Ðissued,€(4)€the€date,€time,€and€place€where€attendance€isÐ pÀ  Ðrequired,€(5)€a€description€of€any€documentsòò,€electronicallyÐ !l" Ðstored€information,óó€or€ò òotheró ó€tangible€things€to€be€produced€òòandÐ È"$ Ðif€testing€or€sampling€is€to€occur,€a€description€of€the€proposedÐ t$Ä& Ðtesting€or€sampling€procedureóó,€and€(6)€when€required€by€Rule€2„Ð  &p!( Ð412€(d),€a€notice€to€designate€the€person€to€testify.€€òòA€subpoenaÐ Ì'#* Ðmay€specify€the€form€in€which€electronically€stored€informationÐ x)È$, Ðis€to€be€produced.óó€Ð $+t&. Ðâ  (d)€€ServiceÐ Ð, (0 Ðà  à€€A€subpoena€shall€be€served€by€delivering€a€copy€to€theÐ ° Ðâ âperson€named€or€to€an€agent€authorized€by€appointment€or€by€lawÐ \¬ Ðto€receive€service€for€the€person€named€or€as€permitted€by€RuleÐ X Ð2„121€(a)(3).€€Service€of€a€subpoena€upon€a€party€represented€byÐ ´  Ðan€attorney€may€be€made€by€service€upon€the€attorney€under€RuleÐ ` ° Ð1„321€(a).€€A€subpoena€may€be€served€by€a€sheriff€of€any€countyÐ  \  Ðor€by€any€person€who€is€not€a€party€and€who€is€not€less€than€18Ð ¸  Ðyears€of€age.€€Unless€impracticable,€a€party€shall€make€a€goodÐ d´  Ðfaith€effort€to€cause€a€trial€or€hearing€subpoena€to€be€served€atÐ `  Ðleast€five€days€before€the€trial€or€hearing.Ð ¼  ÐÓÓCross€reference:€€See€Code,€Courts€Article,€ðð6„410,€concerningÐ h¸ Ðservice€upon€certain€persons€other€than€the€custodian€of€publicÐ >Ž Ðrecords€named€in€the€subpoena€if€the€custodian€is€not€known€andÐ d Ðcannot€be€ascertained€after€a€reasonable€effort.€€òòAs€toÐ ê: Ðadditional€requirements€for€certain€subpoenas,€see€Code,€Health„Ð À ÐGeneral€Article,€ðð4„306€Ô_Ô(b)(6)Ô_Ô€and€Code,€Financial€InstitutionsÐ –æ ÐArticle,€ðð1„304.óóÐ l¼ ÐÌÓÓ€€(e)€€Objection€to€Subpoena€for€Court€ProceedingsÐ h Ðà  à€€On€motion€of€a€person€served€with€a€subpoena€to€attend€aÐ Ä Ðcourt€proceeding€(including€a€proceeding€before€a€master,Ð pÀ  Ðauditor,€or€examiner)€filed€promptly€and,€whenever€practicable,Ð !l" Ðat€or€before€the€time€specified€in€the€subpoena€for€compliance,Ð È"$ Ðthe€court€may€enter€an€order€that€justice€requires€to€protect€theÐ t$Ä& Ðperson€from€annoyance,€embarrassment,€oppression,€or€undue€burdenÐ  &p!( Ðor€ò òexpenseó ó€òòcostóó,€including€one€or€more€of€the€following:€€Ð Ì'#* Ѐ€€€(1)€that€the€subpoena€be€quashed€or€modified;€€Ð x)È$, Ѐ€€€(2)€that€the€subpoena€be€complied€with€only€at€someÐ $+t&. Ðâ âdesignated€time€or€place€other€than€that€stated€in€the€subpoena;€€Ð Ð, (0 Ѐ€€€(3)€that€documentsòò,€electronically€stored€information,óó€orÐ ° Ðâ âò òotheró ó€tangible€things€designated€in€the€subpoena€be€produced€onlyÐ \¬ Ðupon€the€advancement€by€the€party€serving€the€subpoena€of€theÐ X Ðreasonable€costs€of€producing€them;€or€€Ð ´  Ѐ€€€(4)€that€documentsòò,€electronically€stored€information,óó€orÐ ` ° Ðò òotheró ó€tangible€things€designated€in€the€subpoena€be€delivered€toÐ  \  Ðthe€court€at€or€before€the€proceeding€or€before€the€time€whenÐ ¸  Ðthey€are€to€be€offered€in€evidence,€subject€to€further€order€ofÐ d´  Ðcourt€to€permit€inspection€of€them.Ð `  ÐÓ XÓòòA€motion€filed€under€this€section€based€on€a€claim€thatÐ ¼  Ðinformation€is€privileged€or€subject€to€protection€as€workÐ h¸ Ðproduct€materials€shall€be€supported€by€a€description€of€theÐ d Ðnature€of€each€item€that€is€sufficient€to€enable€the€demandingÐ À Ðparty€to€evaluate€the€claim.óó€Ð l¼ ÐÓ XÓ€€(f)€Objection€to€Subpoena€for€DepositionÐ h Ðà  à€€A€person€served€with€a€subpoena€to€attend€a€deposition€mayÐ Ä Ðseek€a€protective€order€pursuant€to€Rule€2„403.€€If€the€subpoenaÐ pÀ  Ðalso€commands€the€production€of€documentsòò,€electronically€storedÐ !l" Ðinformation,óó€or€ò òotheró ó€tangible€things€at€the€deposition,€theÐ È"$ Ðperson€served€may€seek€a€protective€order€pursuant€to€Rule€2„403Ð t$Ä& Ðor€may€file,€within€ten€days€after€service€of€the€subpoena,€anÐ  &p!( Ðobjection€to€production€of€any€or€all€of€the€designatedÐ Ì'#* Ðmaterials.€€The€objection€shall€be€in€writing€and€shall€state€theÐ x)È$, Ðreasons€for€the€objection.€€If€an€objection€is€filed,€the€partyÐ $+t&. Ðserving€the€subpoena€is€not€entitled€to€production€of€theÐ Ð, (0 Ðmaterials€except€pursuant€to€an€order€of€the€court€from€which€theÐ |.Ì)2 Ðsubpoena€was€issued.€€At€any€time€before€or€within€15€days€afterÐ ° Ðcompletion€of€the€deposition€and€upon€notice€to€the€deponent,€theÐ \¬ Ðparty€serving€the€subpoena€may€move€pursuant€to€Rule€2„432€for€anÐ X Ðorder€to€compel€the€production.Ð ´  Ðà  àòòA€claim€that€information€is€privileged€or€subject€toÐ ` ° Ðprotection€as€work€product€materials€shall€be€supported€by€aÐ  \  Ðdescription€of€each€item€that€is€sufficient€to€enable€theÐ ¸  Ðdemanding€party€to€evaluate€the€claim.óó€Ð d´  Ѐ€òò(g)€€Duties€Relating€to€the€Production€of€Documents,Ð `  ÐElectronically€Stored€Evidence,€and€Tangible€ThingsóóÐ ¼  Ѐ€€€òò(1)€€GenerallyóóÐ h¸ Ðà  à€€€€òòA€person€responding€to€a€subpoena€to€produce€documents,Ð d Ðelectronically€stored€information,€or€tangible€things€at€a€courtÐ À Ðproceeding€or€deposition€shall:óóÐ l¼ Ѐ€€€€€òò(A)€produce€the€documents€or€information€as€they€are€keptÐ h Ðin€the€usual€course€of€business€or€shall€organize€and€label€theÐ Ä Ðdocuments€or€information€to€correspond€with€the€categories€in€theÐ pÀ  Ðsubpoena;€andóóÐ !l" Ѐ€€€€€òò(B)€produce€electronically€stored€information€in€the€formÐ È"$ Ðspecified€in€the€subpoena€or,€if€a€form€is€not€specified,€in€theÐ t$Ä& Ðform€in€which€the€person€ordinarily€maintains€it€or€in€a€formÐ  &p!( Ðthat€is€reasonably€usable.óóÐ Ì'#* Ѐ€€€òò(2)€€Electronically€Stored€InformationóóÐ x)È$, Ðà  à€€€€òòA€person€responding€to€a€subpoena€to€produceÐ $+t&. Ðelectronically€stored€information€at€a€court€proceeding€orÐ Ð, (0 Ðdeposition€need€not€produce€the€same€electronically€storedÐ |.Ì)2 Ðinformation€in€more€than€one€form€and€may€decline€to€produce€theÐ ° Ðinformation€on€the€ground€that€the€sources€are€not€reasonablyÐ \¬ Ðaccessible€because€of€undue€burden€or€cost.€€A€person€whoÐ X Ðdeclines€to€produce€information€on€this€ground€shall€identify€theÐ ´  Ðsources€alleged€to€be€not€reasonably€accessible€and€state€theÐ ` ° Ðreasons€why€production€from€each€identified€source€would€causeÐ  \  Ðundue€burden€or€cost.€€The€statement€of€reasons€shall€provideÐ ¸  Ðenough€detail€to€enable€the€demanding€party€to€evaluate€theÐ d´  Ðburdens€and€costs€of€complying€with€the€subpoena€and€theÐ `  Ðlikelihood€of€finding€responsive€information€in€the€identifiedÐ ¼  Ðsources.€€Any€motion€relating€to€electronically€storedÐ h¸ Ðinformation€withheld€on€the€ground€that€it€is€not€reasonablyÐ d Ðaccessible€shall€be€decided€in€the€manner€set€forth€in€Rule€2„402Ð À Ð(b).óóÐ l¼ Ѐ€ò ò(g)ó ó€òò(h)óó€Protection€of€Persons€Subject€to€SubpoenasÐ h Ðà  à€€A€party€or€an€attorney€responsible€for€the€issuance€andÐ Ä Ðservice€of€a€subpoena€shall€take€reasonable€steps€to€avoidÐ pÀ  Ðimposing€undue€burden€or€ò òexpenseó ó€òòcostóó€on€a€person€subject€to€theÐ !l" Ðsubpoena.€€Ð È"$ ÐÓÓCross€reference:€€For€the€availability€of€sanctions€forÐ t$Ä& Ðviolations€of€this€section,€see€Rules€1„201€(a)€and€1„341.Ð J%š ' ÐÌÓÓ€€ò ò(h)ó ó€òò(Ô_ÔiÔ_Ô)óó€Records€ò òof€Health€Care€Providersó ó€òòProduced€by€CustodiansóóÐ ö&F") Ѐ€€€(1)€€òòGenerallyóóÐ ¢(ò#+ Ðà  à€€€€A€ò òhealth€care€provider,€as€defined€by€Code,€CourtsÐ N*ž%- ÐArticle,€ðð3„2A„01€(e),ó ó€òòcustodian€of€recordsóó€served€with€aÐ ú+J'/ Ðsubpoena€to€produce€ò òat€trialó ó€recordsò ò,€including€x„ray€films,Ð ¦-ö(1 Ðrelating€to€the€condition€or€treatment€of€a€patientó ó€òòat€trialóó€mayÐ ° Ðcomply€by€delivering€the€records€to€the€clerk€of€the€court€thatÐ \¬ Ðissued€the€subpoena€at€or€before€the€time€specified€forÐ X Ðproduction.€€The€ò òhealth€care€provideró ó€òòcustodianóó€may€produce€exactÐ ´  Ðcopies€of€the€records€designated€unless€the€subpoena€specifiesÐ ` ° Ðthat€the€original€records€be€produced.€€The€records€shall€beÐ  \  Ðdelivered€in€a€sealed€envelope€labeled€with€the€caption€of€theÐ ¸  Ðaction,€the€date€specified€for€production,€and€the€name€andÐ d´  Ðaddress€of€the€person€at€whose€request€the€subpoena€was€issued.€Ð `  ÐThe€records€shall€be€accompanied€by€a€certificate€of€theÐ ¼  Ðcustodian€that€they€are€the€complete€records€ò òfor€the€patientó óÐ h¸ Ðòòrequestedóó€for€the€period€designated€in€the€subpoena€and€that€theÐ d Ðrecords€are€maintained€in€the€regular€course€of€business€ò òof€theÐ À Ðhealth€care€provideró ó.€€The€certification€shall€be€prima€facieÐ l¼ Ðevidence€of€the€authenticity€of€the€records.€Ð h ÐòòÓÓCross€reference:€€Code,€Health„General€Article,€ðð4„306€(b)(6);óóÐ Ä ÐòòCode,€Financial€Institutions€Article,€ðð1„304.óóÐ šê ÐÌÓÓ€€€€(2)€€òòDuring€TrialóóÐ F –! Ðà  à€€€€Upon€commencement€of€the€trial,€the€clerk€shall€releaseÐ ò!B# Ðthe€records€only€to€the€courtroom€clerk€assigned€to€the€trial.Ð ž#î% ÐThe€courtroom€clerk€shall€return€the€records€to€the€clerkÐ J%š ' Ðpromptly€upon€completion€of€trial€or€at€an€earlier€time€if€thereÐ ö&F") Ðis€no€longer€a€need€for€them.€€Upon€final€disposition€of€theÐ ¢(ò#+ Ðaction€the€clerk€shall€return€the€original€records€to€the€ò òhealthÐ N*ž%- Ðcare€provideró ó€òòcustodianóó€but€need€not€return€copies.€€Ð ú+J'/ Ѐ€€€(3)€€òòPresence€of€CustodianóóÐ ¦-ö(1 Ðà  à€€€€When€the€actual€presence€of€the€custodian€of€ò òmedicaló óÐ ° Ðrecords€is€required,€the€subpoena€shall€ò òsoó ó€state€òòwith€specificityÐ \¬ Ðthe€reason€for€the€presence€of€the€custodianóó.€€Ð X ÐÓÓCross€reference:€€Code,€Courts€Article,€ðð10„104€includes€anÐ ´  Ðalternative€method€of€authenticating€medical€records€in€certainÐ Š Ú Ðcases€transferred€from€the€District€Court€upon€a€demand€for€aÐ ` ° Ðjury€trial.€€ò òCode,€Health„General€Article,€ðð4„306€requires€that€aÐ 6 †  Ðsubpoena€to€produce€medical€records€without€the€authorization€ofÐ  \  Ða€person€in€interest€be€accompanied€by€a€certification€that€aÐ â 2  Ðcopy€of€the€subpoena€has€been€served€on€the€person€whose€recordsÐ ¸  Ðare€being€sought€or€that€the€court€has€waived€service€for€goodÐ ŽÞ  Ðcause.ó ó€Ð d´  Ѐ€Ð :Š  ÐÓÓ€€ò ò(Ô_ÔiÔ_Ô)ó ó€òò(j)óó€AttachmentÐ `  Ðà  à€€A€witness€served€with€a€subpoena€under€this€Rule€is€liableÐ ¼  Ðto€body€attachment€and€fine€for€failure€to€obey€the€subpoenaÐ h¸ Ðwithout€sufficient€excuse.€€The€writ€of€attachment€may€beÐ d Ðexecuted€by€the€sheriff€or€peace€officer€of€any€county€and€shallÐ À Ðbe€returned€to€the€court€issuing€it.€€The€witness€attached€shallÐ l¼ Ðbe€taken€immediately€before€the€court€if€then€in€session.€€If€theÐ h Ðcourt€is€not€in€session,€the€witness€shall€be€taken€before€aÐ Ä Ðjudicial€officer€of€the€District€Court€for€a€determination€ofÐ pÀ  Ðappropriate€conditions€of€release€to€ensure€the€witness'Ð !l" Ðappearance€at€the€next€session€of€the€court€that€issued€theÐ È"$ Ðattachment.€Ð t$Ä& Ѐ€òò(k)€€Information€Produced€that€is€Subject€to€a€Claim€ofÐ  &p!( ÐPrivilege€or€Work€Product€ProtectionóóÐ Ì'#* Ðà  à€€òòWithin€a€reasonable€time€after€information€is€produced€inÐ x)È$, Ðresponse€to€a€subpoena€that€is€subject€to€a€claim€of€privilege€orÐ $+t&. Ðof€protection€as€work€product€material,€the€person€who€producedÐ Ð, (0 Ðthe€information€shall€notify€each€party€who€received€theÐ |.Ì)2 Ðinformation€of€the€claim€and€the€basis€for€it.€€Promptly€afterÐ ° Ðbeing€notified,€each€receiving€party€shall€return,€sequester,€orÐ \¬ Ðdestroy€the€specified€information€and€any€copies€and€may€not€useÐ X Ðor€disclose€the€information€until€the€claim€is€resolved.€€AÐ ´  Ðreceiving€party€who€wishes€to€determine€the€validity€of€a€claimÐ ` ° Ðof€privilege€shall€promptly€file€a€motion€under€seal€requestingÐ  \  Ðthat€the€court€determine€the€validity€of€the€claim.€€A€receivingÐ ¸  Ðparty€who€disclosed€the€information€before€being€notified€shallÐ d´  Ðtake€reasonable€steps€to€retrieve€it.€€The€person€who€producedÐ `  Ðthe€information€shall€preserve€it€until€the€claim€is€resolved.óó€Ð ¼  ÐÓÓòòCross€reference:€For€issuing€and€enforcing€legislative€subpoenas,Ð h¸ Ðsee€Code,€State€Government€Article,€ðððð2„1802€and€2„1803.óóÐ >Ž ÐÌSource:€€This€Rule€is€derived€as€follows:€€Ð ê: Ѐ€Section€(a)€is€new€but€the€òòfirst€andóó€second€sentenceòòsóó€òòareÐ À Ðderived€in€part€from€the€2006€version€of€Fed.€R.€Civ.€P.Ð –æ Ð45(a)(1)(C);€the€second€sentence€alsoóó€is€derived€in€part€fromÐ l¼ Ðformer€Rule€407€a.€€Ð B’ Ѐ€Section€(b)€is€new.€€Ð h Ѐ€Section€(c)€is€derived€from€former€Rules€114€a€and€b,€115€a€andÐ î> Ð405€a€2€(b)òò,€and€from€the€2006€version€of€Fed.€R.€Civ.€P.Ð Ä Ð45(a)(1)(D)óó.€€Ð šê Ѐ€Section€(d)€is€derived€from€former€Rules€104€a€and€b€and€116€b.Ð pÀ  Ѐ€Section€(e)€is€derived€from€former€Rule€115€b€òòand€the€2006Ð F –! Ðversion€of€Fed.€R.€Civ.€P.€45€(d)(2)(A).óóÐ !l" Ѐ€Section€(f)€is€derived€from€the€1980€version€of€Fed.€R.€Civ.€P.Ð ò!B# Ð45€(d)€(1)òò,€and€the€2006€version€of€Fed.€R.€Civ.€P.€45€(d)(2)(A)óó.€Ð È"$ Ѐ€€òòSection€(g)€is€new€and€is€derived€from€the€2006€version€ofÐ ž#î% ÐFed.€R.€Civ.€P.€45€(d)(1).óó€€Ð t$Ä& Ѐ€Section€ò ò(g)ó ó€òò(h)óó€is€derived€from€the€1991€version€of€Fed.€R.Ð J%š ' ÐCiv.€P.€45€(c)€(1).€€Ð  &p!( Ѐ€Section€ò ò(h)ó ó€òò(Ô_ÔiÔ_Ô)óó€is€new.Ð ö&F") Ѐ€Section€ò ò(Ô_ÔiÔ_Ô)ó ó€òò(j)óó€is€derived€from€former€Rules€114€d€and€742€e.Ð Ì'#* Ѐ€òòSectionò òó ó€(k)€is€new€and€is€derived€from€the€2006€version€of€Fed.Ð ¢(ò#+ ÐR.€Civ.€P.€45€(d)(2)(B).óóÐ x)È$, ÐÌà@hh#ìàòòREPORTER'S€NOTEóóˆÐ $+t&. ÐÌà  àSection€(a)€is€amended€to€recognize€that€electronicallyÐ Ð, (0 Ðstored€information€as€defined€in€Rule€2„422€(a)€can€also€beÐ ¦-ö(1 Ðsought€by€subpoena.€€Section€(a)€of€Rule€2„510€is€also€amended,Ð |.Ì)2 Ðas€in€Rule€2„422€(a),€to€provide€that€a€subpoena€is€available€toÐ ° Ðpermit€testing€and€sampling€as€well€as€inspection€and€copying.€Ð †Ö ÐAs€in€Rule€2„422,€this€change€recognizes€that€in€someÐ \¬ Ðcircumstances€the€opportunity€to€perform€testing€or€sampling€mayÐ 2‚ Ðbe€important,€both€for€documents€and€for€electronically€storedÐ X Ðinformation.€€In€light€of€this,€section€(c)€is€changed€to€includeÐ Þ. Ða€description€of€electronically€stored€information€and€aÐ ´  Ðdescription€of€a€proposed€testing€or€sampling€procedure€as€itemsÐ Š Ú Ðto€add€to€the€subpoena€itself.€€As€in€Rule€2„422€(b),€languageÐ ` ° Ðhas€been€added€to€provide€that€a€subpoena€may€specify€the€form€inÐ 6 †  Ðwhich€electronically€stored€information€is€to€be€produced.€Ð  \  ÐBecause€testing€and€sampling€may€present€particular€issues€ofÐ â 2  Ðburden€or€intrusion€for€the€person€served€with€the€subpoena,€theÐ ¸  Ðprotective€provisions€of€section€(h)€must€be€enforced€when€theseÐ ŽÞ  Ðdemands€are€made.€€Inspection€or€testing€of€certain€types€ofÐ d´  Ðelectronically€stored€information€or€of€a€personððs€electronicÐ :Š  Ðinformation€system€may€raise€issues€of€confidentiality€orÐ `  Ðprivacy.€€ð ðInspectionðð€should€be€the€exception€and€not€the€ruleÐ æ6 Ðfor€the€subpoenaing€of€electronically€stored€information,€just€asÐ ¼  Ðit€is€with€respect€to€discovery€of€electronically€storedÐ ’â Ðinformation€under€Rule€2„422.€€See€the€Committee€note€afterÐ h¸ Ðsubsection€(d)(2)€of€Rule€2„422.Ð >Ž ÐÌà  àFollowing€section€(d)€and€subsection€(Ô_ÔiÔ_Ô)(1),€crossÐ ê: Ðreferences€to€Code,€Health„General€Article,€ðð4„306€(b)(6)€andÐ À ÐCode,€Financial€Institutions€Article,€ðð1„304€are€added€toÐ –æ Ðhighlight€additional€statutory€requirements€for€certainÐ l¼ Ðsubpoenas.Ð B’ ÐÌ€€€Section€(g)€is€amended,€as€in€Rule€2„422€(d),€to€provide€thatÐ î> Ðif€the€subpoena€does€not€specify€the€form€for€electronicallyÐ Ä Ðstored€information,€the€person€served€with€the€subpoena€mustÐ šê Ðproduce€electronically€stored€information€in€a€form€in€which€itÐ pÀ  Ðis€usually€maintained€or€in€a€form€that€is€reasonably€usable.Ð F –! ÐÌà  àAs€with€discovery€of€electronically€stored€information€fromÐ ò!B# Ðparties,€complying€with€a€subpoena€for€such€information€mayÐ È"$ Ðimpose€burdens€on€the€responding€person.€€Sections€(e)€throughÐ ž#î% Ð(g)€provide€protection€against€undue€impositions€on€personsÐ t$Ä& Ðresponding€to€subpoenas,€and€section€(f)€incorporates€byÐ J%š ' Ðreference€the€protections€of€Rules€2„403€and€2„432€with€respectÐ  &p!( Ðto€motions€for€protective€orders€and€motions€to€compelÐ ö&F") Ðproduction,€respectively.Ð Ì'#* ÐÌà  àThe€amendments€to€subsection€(g)(2)€largely€parallel€theÐ x)È$, Ðamendments€to€Rule€2„402€(b)€in€addressing€issues€raised€byÐ N*ž%- Ðdifficulties€in€providing€discovery€of€electronically€storedÐ $+t&. Ðinformation€because€of€undue€burden€or€cost.€€However,€as€alreadyÐ ú+J'/ Ðprovided€in€section€(h),€a€person€responsible€for€issuance€of€aÐ Ð, (0 Ðsubpoena€must€take€reasonable€steps€to€avoid€imposing€undueÐ ¦-ö(1 Ðburden€or€cost€on€a€person€subject€to€the€subpoena.€€Indeed,€aÐ |.Ì)2 Ðwitnessððs€nonparty€status€is€an€important€factor€to€be€consideredÐ ° Ðin€determining€whether€to€allocate€costs€on€the€demanding€orÐ †Ö Ðproducing€party.€€òòSee,óó€òòUnited€States€v.€Columbia€Broad.€Ô_ÔSysÔ_Ô.,Ð \¬ ÐInc.óó,€666€F.2d€364,€371€(9th€Cir.),€òòcert.€deniedóó,€457€U.S.€1118Ð 8ˆ Ð(1982).€€Whether€a€subpoena€imposes€an€undue€burden€on€a€thirdÐ d Ðparty€should€be€determined€on€a€case„by„case€analysis€of€factorsÐ ê: Ðsuch€as:€€relevance,€the€need€of€the€party€for€the€documents,€theÐ À  Ðbreadth€of€the€document€request,€the€time€period€covered€by€it,Ð – æ Ðthe€particularity€with€which€the€documents€are€described,€theÐ l ¼ Ðextent€to€which€the€producing€party€must€separate€responsive€fromÐ B ’  Ðprivileged€or€irrelevant€matter,€the€burden€imposed,€theÐ  h  Ðpossibility€of€decreasing€the€burden€through€an€appropriateÐ î >  Ðprotective€order,€the€financial€resources€of€the€nonparty,€theÐ Ä  Ðinterest€of€the€nonparty€in€the€final€outcome€of€the€litigation,Ð šê  Ðand€the€reasonableness€of€the€costs€involved€in€making€theÐ pÀ  Ðproduction.€€òòSee,óó€The€Ô_ÔSedonaÔ_Ô€Conference,€òòThe€Ô_ÔSedonaÔ_Ô€Principles:Ð F–  ÐBest€Practices€Recommendations€and€Principles€for€AddressingÐ "r  ÐElectronic€Document€Productionóó,€(2d€ed.€2007),€Comment€13€c.Ð þN ÐÌà  àSection€(Ô_ÔiÔ_Ô)€is€amended€to€provide€a€procedure€for€òòallÐ ° Ðóócustodians€of€records,€not€merely€those€for€records€of€healthÐ ŒÜ Ðcare€providers,€to€respond€to€a€subpoena€for€records€by€providingÐ b² Ðthe€records€to€the€clerk€in€lieu€of€the€custodian€appearing€inÐ 8ˆ Ðperson,€unless€expressly€commanded€to€do€so€by€the€subpoena.€Ð ^ ÐRepresentatives€of€the€banking€industry€had€asked€the€CommitteeÐ ä4 Ðto€amend€section€(Ô_ÔiÔ_Ô),€so€as€to€permit€financial€institutions€toÐ º  Ðrespond€to€records€subpoenas€in€a€manner€similar€to€that€providedÐ à Ðfor€custodians€of€records€of€health€care€providers€under€currentÐ f¶ Ðsection€(Ô_ÔiÔ_Ô).€€After€studying€the€request,€the€CommitteeÐ <Œ Ðrecommends€expanding€the€benefits€of€such€a€procedure€to€allÐ b Ðcustodians€of€records,€rather€than€limit€it€to€custodians€of€onlyÐ è8 Ðcertain€industries.Ð ¾ ÐÌà  àSection€(k)€is€new€and,€like€Rule€2„402€(e)(1),€adds€aÐ j º! Ðprocedure€for€assertion€of€privilege€or€of€protection€as€workÐ @!" Ðproduct€materials€after€production.€€The€responding€party€mayÐ "f# Ðsubmit€the€information€to€the€court€for€resolution€of€theÐ ì"<$ Ðprivilege€claim,€as€under€Rule€2„402€(e)(2).€€If€information€isÐ Â#% Ðproduced€in€response€to€a€subpoena€that€is€subject€to€a€claim€ofÐ ˜$è& Ðprivilege€or€protection€as€work€product€material,€the€personÐ n%¾ ' Ðmaking€the€claim€shall€notify€a€party€that€received€theÐ D&”!( Ðinformation€within€a€reasonable€time€after€the€information€wasÐ 'j") Ðproduced.€€òòSee€Ô_ÔElktonÔ_Ô€Care€Center€Associates€v.€Quality€CareÐ ð'@#* ÐManagement,€Inc.óó,€145€Md.€App.€532€(2002).€Ð Ì($+ ÐÌà  àAt€the€end€of€the€Rule€is€a€new€cross€reference€to€Code,Ð ~*Î%- ÐState€Government€Article,€ðððð2„1802€and€2„1803,€added€to€drawÐ T+¤&. Ðattention€to€procedures€for€issuing€and€enforcing€legislativeÐ *,z'/ Ðsubpoenas.€€The€new€statutory€provisions€were€added€by€ChapterÐ -P(0 Ð546,€Acts€of€2007€(SB€384).Ð  Ö-&)1 Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€ð!ð„€CIRCUIT€COURTˆÐ \¬ ÐÌà@ˆˆìàCHAPTER€400€„€DISCOVERYˆÐ X ÐÌÌà  àAMEND€Rule€2„432€(c)€to€conform€to€the€Ô_ÔreletteringÔ_Ô€of€RuleÐ Š Ú ÐÌ2„402,€as€follows:Ð 6 †  ÐÌÌRule€2-432.€€MOTIONS€UPON€FAILURE€TO€PROVIDE€DISCOVERY€Ð ¸  ÐÌÌ€€€.€.€.Ð :Š  ÐÌÌÓÓ€€(c)€€By€Nonparty€to€Compel€Production€of€StatementÐ ¼  Ðà  à€€If€a€party€fails€to€comply€with€a€request€of€a€nonpartyÐ h¸ Ðmade€pursuant€to€Rule€2-402€ò ò(e)ó ó€òò(f)óó€for€production€of€aÐ d Ðstatement,€the€nonparty€may€move€for€an€order€compelling€itsÐ À Ðproduction.€Ð l¼ Ѐ€€.€.€.Ð h ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ šê ÐÌà  àSection€(c)€of€Rule€2„432€contains€a€ð ðhousekeepingððÐ F –! Ðamendment€to€change€the€reference€from€ð ðRule€2„402€(e)ðð€to€ð ðRuleÐ !l" Ð2„402€(f),ðð€because€of€proposed€changes€to€the€latter€Rule.Ð ò!B# ÐÌÌà  à€Ð t$Ä& ÐÐ  J%š ' Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@Œ Œ ìàTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@˜ ˜ ìàCHAPTER€800€„€MISCELLANEOUSˆÐ X ÐÌÌà  àAMEND€Rule€16„808€to€conform€to€the€Ô_ÔreletteringÔ_Ô€of€Rule€Ð Š Ú ÐÌ2„402,€as€follows:Ð 6 †  ÐÌÌRule€16-808.€€PROCEEDINGS€BEFORE€COMMISSION€Ð ¸  ÐÌ€€€Ð d´  Ѐ€€.€.€.Ð :Š  ÐÌÓÓ€€(g)€€Exchange€of€InformationÐ æ6 Ѐ€€€(1)€Upon€request€of€the€judge€at€any€time€after€service€ofÐ ’â Ðcharges€upon€the€judge,€Investigative€Counsel€shall€promptly€(A)Ð >Ž Ðallow€the€judge€to€inspect€the€Commission€Record€and€to€copy€allÐ ê: Ðevidence€accumulated€during€the€investigation€and€all€statementsÐ –æ Ðas€defined€in€Rule€2-402€ò ò(e)ó ó€òò(f)óó€and€(B)€provide€to€the€judgeÐ B’ Ðsummaries€or€reports€of€all€oral€statements€for€whichÐ î> Ðcontemporaneously€recorded€substantially€verbatim€recitals€do€notÐ šê Ðexist,€and€€Ð F –! Ѐ€€€(2)€Not€later€than€30€days€before€the€date€set€for€theÐ ò!B# Ðhearing,€Investigative€Counsel€and€the€judge€shall€each€provideÐ ž#î% Ðto€the€other€a€list€of€the€names,€addresses,€and€telephoneÐ J%š ' Ðnumbers€of€the€witnesses€that€each€intends€to€call€and€copies€ofÐ ö&F") Ðthe€documents€that€each€intends€to€introduce€in€evidence€at€theÐ ¢(ò#+ Ðhearing.€€Ð N*ž%- Ѐ€€€(3)€Discovery€is€governed€by€Title€2,€Chapter€400€of€theseÐ ú+J'/ ÐRules,€except€that€the€Chair€of€the€Commission,€rather€than€theÐ ¦-ö(1 Ðcourt,€may€limit€the€scope€of€discovery,€enter€protective€ordersÐ ° Ðpermitted€by€Rule€2-403,€and€resolve€other€discovery€issues.€€Ð \¬ Ð(4)€When€disability€of€the€judge€is€an€issue,€on€its€ownÐ X Ðinitiative€or€on€motion€for€good€cause,€the€Chair€of€theÐ ´  ÐCommission€may€order€the€judge€to€submit€to€a€mental€or€physicalÐ ` ° Ðexamination€pursuant€to€Rule€2-423.Ð  \  Ѐ€€.€.€.Ð ¸  ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ :Š  ÐÌà  àSection€(g)€of€Rule€16„808€contains€a€ð ðhousekeepingððÐ æ6 Ðamendment€to€change€the€reference€from€ð ðRule€2„402€(e)ðð€to€ð ðRuleÐ ¼  Ð2„402€(f),ðð€because€of€proposed€changes€to€the€latter€Rule.Ð ’â ÐÌÐ  >Ž Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@¨ ¨ ìàAPPENDIX:€€FORM€INTERROGATORIESà@@ìì*ìàˆÐ \¬ ÐÌÌà  àAMEND€Form€3€to€conform€to€terminology€used€in€amendments€toÐ Þ. ÐÌcertain€Rules€in€Title€2,€Chapters€400€and€500,€as€follows:Ð Š Ú ÐÌÌò òForm€3.€€General€Interrogatories.ó óÐ  \  Ðà  àà ` àà ¸ àà  àà h àò òÌà  àà ` àà ¸ àà  àà h àInterrogatoriesÐ Ô$  Ðó ó€Ð ¸  ÐÓÓà  à1.€ò òIdentifyó ó€eachò ò€personó ó,€other€than€a€person€intended€to€beÐ ŽÞ  Ðcalled€as€an€expert€witness€at€trial,€having€discoverableÐ V¦  Ðinformation€that€tends€to€support€a€position€that€you€have€takenÐ R Ðor€intended€to€take€in€this€action,€including€any€claim€forÐ ®þ Ðdamages,€and€state€the€subject€matter€of€the€informationÐ Zª Ðpossessed€by€that€ò òpersonó ó.€(Standard€General€Interrogatory€No.€1.)Ð V Ðà  à2.€ò òIdentify€ó óeach€ò òperson€ó ówhom€you€expect€to€call€as€an€expertÐ Î Ðwitness€at€trial,€state€the€subject€matter€on€which€the€expert€isÐ –æ Ðexpected€to€testify,€state€the€substance€of€the€findings€andÐ B’ Ðopinions€to€which€the€expert€is€expected€to€testify€and€a€summaryÐ î>  Ðof€the€grounds€for€each€opinion,€and,€with€respect€to€an€expertÐ š!ê" Ðwhose€findings€and€opinions€were€acquired€in€anticipation€ofÐ F#–$ Ðlitigation€or€for€trial,€summarize€the€qualifications€of€theÐ ò$B & Ðexpert,€state€the€terms€of€the€expertððs€compensation,€and€attachÐ ž&î!( Ðto€your€answers€any€available€list€of€publications€written€by€theÐ J(š#* Ðexpert€and€any€written€report€made€by€the€expert€concerning€theÐ ö)F%, Ðexpertððs€findings€and€opinions.€(Standard€General€InterrogatoryÐ ¢+ò&. ÐNo.€2.)Ð N-ž(0 Ðà  à3.€If€you€intend€to€rely€upon€any€ò òdocumentsòò,€ó óelectronicallyÐ ° Ðstored€informationò ò,óó€ó óor€ò òotheró ó€tangible€things€to€support€aÐ xÈ Ðposition€that€you€have€taken€or€intend€to€take€in€the€action,Ð @ Ðincluding€any€claim€for€damages,€provide€a€brief€description,€byÐ ì < Ðcategory€and€location,€of€all€such€ò òdocumentsòò,€ó óelectronicallyÐ ˜ è Ðstored€information,óó€and€ò òotheró ó€tangible€things,€and€ò òidentifyó ó€allÐ ` °  Ðò òpersonsó ó€having€possession,€custody,€or€control€of€them.€(StandardÐ (x  ÐGeneral€Interrogatory€No.€3.)Ð ð@  Ðà  à4.€Itemize€and€show€how€you€calculate€any€economic€damagesÐ œì  Ðclaimed€by€you€in€this€action,€and€describe€any€non„economicÐ H˜ Ðdamages€claimed.€(Standard€General€Interrogatory€No.4.)Ð ôD Ðà  à5.€If€any€ò òperson€ó ócarrying€on€an€insurance€business€might€beÐ  ð Ðliable€to€satisfy€part€or€all€of€a€judgment€that€might€be€enteredÐ h¸ Ðin€this€action€or€to€indemnify€or€reimburse€for€payments€made€toÐ d Ðsatisfy€the€judgment,€ò òidentifyó ó€that€ò òpersonó ó,€state€the€applicableÐ À Ðpolicy€limits€of€any€insurance€agreement€under€which€the€ò òpersonÐ ˆØ Ðó ómight€be€liable,€and€describe€any€question€or€challenge€raised€byÐ P    Ðthe€ò òpersonó ó€relating€to€coverage€for€this€action.€(StandardÐ ü!L" ÐGeneral€Interrogatory€No.€5.)Ð Ä#$ ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ F&–!' ÐÌà  àThe€proposed€amendments€to€Form€3,€General€Interrogatories,Ð ò'B#) Ðconform€the€Form€to€terminology€used€in€the€proposed€amendmentsÐ È($* Ðto€the€Rules€in€Title€2,€Chapters€400€and€500,€recommended€by€theÐ ž)î$+ ÐRules€Committee.Ð t*Ä%, Ðà  àÌÐ   ,p'. Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@<< ìàFORM€INTERROGATORIESˆÐ \¬ ÐÌÌà  àAMEND€Form€7€to€conform€to€the€Ô_ÔreletteringÔ_Ô€of€Rule€2„402,€asÐ Þ. ÐÌfollows:Ð Š Ú ÐÌÌForm€7.€€Motor€Vehicle€Tort€Interrogatories.Ð  \  ÐÌà@ðð"ìàInterrogatories€€ˆÐ ¸  ÐÌ€€€.€.€.Ð d´  ÐÌÌÓÓà  à12.€€Identify€all€persons€who€have€given€you€"statements,"Ð æ6 Ðas€that€term€is€defined€in€Rule€2-402€ò ò(e)ó ó€òò(f)óó,€concerning€theÐ ’â Ðaction€or€its€subject€matter.€€For€each€statement,€state€the€dateÐ >Ž Ðon€which€it€was€given€and€identify€the€custodian.€(Standard€MotorÐ ê: ÐVehicle€Tort€Interrogatory€No.€12.)€Ð –æ Ѐ€€.€.€.Ð B’ ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Ä ÐÌà  àSection€12€of€Form€7€contains€a€ð ðhousekeepingðð€amendment€toÐ pÀ  Ðchange€the€reference€from€ð ðRule€2„402€(e)ðð€to€ð ðRule€2„402€(f),ððÐ F –! Ðbecause€of€proposed€changes€to€the€Rule.Ð !l" ÐÌ̀̀€Ð t$Ä& ÐÐ  J%š ' Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@¬¬ìàRULES€GOVERNING€ADMISSION€TO€THE€BAR€OF€MARYLANDˆÐ \¬ ÐÌÌÌà  àAMEND€Rule€22€of€the€Rules€Governing€Admission€to€Bar€ofÐ ´  ÐÌMaryland€to€conform€to€the€Ô_ÔreletteringÔ_Ô€of€Rule€2„510,€as€follows:Ð ` ° ÐÌ€ÌRule€22.€€SUBPOENA€POWER€OF€BOARD€AND€CHARACTER€COMMITTEES€Ð â 2  ÐÌÌÓÓ€€€.€.€.Ð d´  Ѐ€(b)€€SanctionsÐ `  Ðà  à€€If€a€person€is€subpoenaed€to€appear€and€give€testimony€orÐ ¼  Ðto€produce€books,€documents,€or€other€tangible€things€and€failsÐ h¸ Ðto€do€so,€the€party€who€requested€the€subpoena,€by€motion€thatÐ d Ðdoes€not€divulge€the€name€of€the€applicant€(except€to€the€extentÐ À Ðthat€this€requirement€is€impracticable),€may€request€the€court€toÐ l¼ Ðissue€an€attachment€pursuant€to€Rule€2-510€ò ò(h)ó ó€òò(j)óó,€or€to€citeÐ h Ðthe€person€for€contempt€pursuant€to€Title€15,€Chapter€200€of€theÐ Ä ÐMaryland€Rules,€or€both.Ð pÀ  Ѐ€€.€.€.Ð !l" ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ž#î% ÐÌà  àSection€(b)€of€Rule€22€contains€a€ð ðhousekeepingðð€amendmentÐ J%š ' Ðto€change€the€reference€from€ð ðRule€2„510€(h)ðð€to€ð ðRule€2„510Ð  &p!( Ð(j),ðð€because€of€proposed€changes€to€the€latter€Rule.Ô‡Xø=XX Xü¿ÔÐ  ö&F") Ѐ€€€€€€€€€€€€€€€€€Ô% € Ô€€€€€€€€€€€€€€àH\ \ °àMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€àHØ Ø °àTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ D” ÐÌà  àà ` àà ¸ àà  àà h àà À à€€àH<<!°àCHAPTER€500€„€TRIALˆÐ Ø( ÐÌÌà  àAMEND€Rule€2„509€(b)€to€delete€the€word€ð ðcompensation,ðð€toÐ 6 † ÐÌadd€the€words€ð ðreimbursementðð€and€ð ðqualified,ðð€and€to€makeÐ Ê   ÐÌstylistic€changes,€as€follows:Ð ^ ®  ÐÌÌRule€2„509.€€JURY€TRIAL€„„€SPECIAL€COSTS€IN€FIRST,€SECOND,€ANDÐ ¼  ÐÌFOURTH€JUDICIAL€CIRCUITSÐ P   ÐÌÌÓÓ€€€.€.€.Ð ®þ Ѐ€(b)€€Special€Costs€ImposedÐ B’ Ðà  à€€When€a€jury€trial€is€removed€from€the€assignment€at€theÐ Ö& Ðinitiative€of€a€party€for€any€reason€within€the€48€hour€period,Ð jº Ðnot€including€Saturdays,€Sundays,€and€holidays,€prior€to€10:00Ð þN Ða.m.€on€the€date€scheduled,€òòthe€court€in€its€discretion€mayÐ ’â Ðassess€as€costs€against€a€party€or€partiesóó€an€amount€equal€to€theÐ &v Ðtotal€ò òcompensationó ó€òòreimbursementóó€paid€to€òòqualifiedóó€jurors€whoÐ º ! Ðreported€and€were€not€otherwise€ò òutilized€may€be€assessed€as€costsÐ N ž# Ðin€the€action€against€a€party€or€parties€in€the€discretion€of€theÐ â!2% Ðcourt€and€remitted€by€theó ó€òòused.€€Theóó€clerk€òòshall€remitóó€to€theÐ v#Æ' Ðcounty€òòthe€costs€received€pursuant€to€this€sectionóó.€€The€CountyÐ  %Z ) ÐAdministrative€Judge€may€waive€assessment€of€these€costs€for€goodÐ ž&î!+ Ðcause€shown.Ð 2(‚#- Ѐ€€.€.€.Ð Æ)%/ ÐÓÓÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ î,>(3 Ðâ âÐ ¸-)4 Ðà  àIn€section€(b),€the€word€ð ðreimbursementðð€is€substituted€forÐ ° Ðâ âthe€former€reference€to€ð ðcompensation,ðð€to€reflect€the€practiceÐ zÊ Ðof€treating€payments€as€expense€reimbursement.Ð D” ÐÌÌà  àAlso€in€section€(b),€the€word€ð ðqualifiedðð€is€added€to€modifyÐ ¢ò Ðð ðjurorsðð€to€reflect€the€addition€of€a€defined€term€ð ðqualifiedÐ l ¼ Ðjurorðð€in€Code,€Courts€Article,€ðð8„101,€to€distinguish€amongÐ 6 † Ðprospective,€qualified,€and€sworn€jurors.Ð  P ÐÐ  Ê   ÐÔ#† Xü¿XXXø=œ#ÔÔ‡ Xü¿XX Xü¿Ô€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€àH\ \ °àMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€àHØ Ø °àTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ \¬ ÐÌà  àà ` àà ¸ àà  àà h àà À à€€àH<<!°àCHAPTER€500€„€TRIALˆÐ X ÐÌÌà  àAMEND€Rule€2„511€to€add€a€cross€reference€after€section€(d),Ð Š Ú ÐÌas€follows:Ð 6 †  ÐÌÌRule€2„511.€€TRIAL€BY€JURYÐ ¸  ÐÌÌÓÓ€€(a)€€Right€PreservedÐ :Š  Ðà  à€€The€right€of€trial€by€jury€as€guaranteed€by€the€MarylandÐ æ6 ÐConstitution€and€the€Maryland€Declaration€of€Rights€or€asÐ ’â Ðprovided€by€law€shall€be€preserved€to€the€parties€inviolate.€€Ð >Ž Ѐ€(b)€€Number€of€JurorsÐ ê: Ðà  à€€The€jury€shall€consist€of€six€persons.€€With€the€approvalÐ –æ Ðof€the€court,€the€parties€may€agree€to€accept€a€verdict€€fromÐ B’ Ðfewer€than€six€jurors€if€during€the€trial€one€or€more€of€the€sixÐ î> Ðjurors€becomes€or€is€found€to€be€unable€or€disqualified€to€Ð šê Ðperform€a€juror's€duty.€€Ð F –! Ѐ€(c)€€Separation€of€JuryÐ ò!B# Ðà  à€€The€court,€either€before€or€after€submission€of€the€caseÐ ž#î% Ðto€the€jury,€may€permit€the€jurors€to€separate€or€require€thatÐ J%š ' Ðthey€be€sequestered.€€Ð ö&F") Ѐ€(d)€€Advisory€Verdicts€DisallowedÐ ¢(ò#+ Ðà  à€€Issues€of€fact€not€triable€of€right€by€a€jury€shall€beÐ N*ž%- Ðdecided€by€the€court€and€may€not€be€submitted€to€a€jury€for€anÐ ú+J'/ Ðadvisory€verdict.€€Ð ¦-ö(1 ÐÓÓCross€reference:€€òòMd.€Declaration€of€Rights,€Article€5;óó€RuleÐ ° Ð2-325òò;€and€Code,€Courts€Article,€ðððð8„421€(a)€and€8„422óó.Ð †Ö ÐÌ€€€.€.€.Ð 2‚ ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Þ. ÐÌà  àThe€proposed€amendment€to€Rule€2„511€adds€to€the€crossÐ Š Ú Ðreference€a€reference€to€Article€5€of€the€Maryland€Declaration€ofÐ ` ° ÐRights€and€ðððð8„421€(a)€and€8„422€of€Code,€Courts€Article.Ð 6 †  ÐÔ#† Xü¿XX Xü¿)#ÔÔ‡Xø=XX Xü¿ÔÌÐ  Ö &  ÐÔ#† Xü¿XXXø=•(#Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€ð!ð„€CIRCUIT€COURTˆÐ \¬ ÐÌà@xx!ìàCHAPTER€500€„€TRIALˆÐ X ÐÌÌà  àAMEND€Rule€2„512€by€adding€a€new€subsection€(a)(1)€and€a€newÐ Š Ú ÐÌcross€reference€after€subsection€(a)(1),€by€adding€a€newÐ 6 †  ÐÌsubsection€(a)(2),€by€adding€to€and€deleting€language€fromÐ â 2  ÐÌsection€(b),€by€adding€to€and€deleting€language€from€subsectionÐ ŽÞ  ÐÌ(c)(1),€by€adding€new€subsections€(c)(2)€and€(c)(3),€by€adding€toÐ :Š  ÐÌand€deleting€language€from€subsection€(d)(1),€by€renumberingÐ æ6 ÐÌsection€(e)€as€subsection€(d)(2)€with€an€additional€word€added€toÐ ’â ÐÌit,€by€deleting€section€(f),€by€renumbering€section€(g)€asÐ >Ž ÐÌsection€(e),€by€adding€to€and€deleting€language€from€subsectionÐ ê: ÐÌ(e)(1),€by€adding€to€and€deleting€language€from€subsectionÐ –æ ÐÌ(e)(2),€by€Ô_ÔreletteringÔ_Ô€section€(Ô_ÔiÔ_Ô)€as€section€(f),€by€adding€toÐ B’ ÐÌand€deleting€language€from€subsection€(f)(1),€by€adding€newÐ î> ÐÌsubsections€(f)(2)and€(f)(3),€and€by€making€stylistic€changes,€asÐ šê ÐÌfollows:Ð F –! ÐÌÌRule€2„512.€€JURY€SELECTIONÐ È"$ ÐÌÌÓÓ€€(a)€òòJury€Size€andóó€Challenge€to€the€ArrayÐ J%š ' Ѐ€€€òò(1)€€Sizeóó€€Ð ö&F") Ðà  à€€€€òòBefore€a€trial€begins,€the€judge€shall€decide€(A)€theÐ ¢(ò#+ Ðrequired€number€of€sworn€jurors,€including€any€alternates,€andÐ N*ž%- Ð(B)€the€size€of€the€array€of€qualified€jurors€needed.óóÐ ú+J'/ ÐòòCross€reference:€€See€Code,€Courts€Article,€ðð8„421€(b).óóÐ ¦-ö(1 Ї€€€€òò(2)€€Insufficient€ArrayóóÐ ° Ðà  à€€€€òòIf€the€array€is€insufficient€for€jury€selection,€theÐ \¬ Ðtrial€judge€may€direct€that€additional€qualified€jurors€beÐ X Ðsummoned€at€random€from€the€qualified€juror€pool€as€provided€byÐ ´  Ðstatute.óóÐ ` ° Ѐ€€€òò(3)€€Challenge€to€the€Arrayóó€€Ð  \  Ðà  à€€€€A€party€may€challenge€the€array€ò òof€jurorsó ó€on€the€groundÐ ¸  Ðthat€its€members€were€not€selectedò ò,€drawn,ó ó€or€summoned€accordingÐ d´  Ðto€lawòò,óó€or€on€any€other€ground€that€would€disqualify€the€ò òpaneló óÐ `  Ðòòarrayóó€as€a€whole.€€A€challenge€to€the€array€shall€be€made€andÐ ¼  Ðdetermined€before€any€individual€ò òjuror€from€tható ó€òòmember€of€theóóÐ h¸ Ðarray€is€examined,€except€that€the€ò òcourtó ó€òòtrial€judgeóó€for€goodÐ d Ðcause€may€permit€ò òitó ó€òòthe€challengeóó€to€be€made€after€the€jury€isÐ À Ðsworn€but€before€any€evidence€is€received.Ð l¼ Ðòòóó€€(b)€€ò òAlternate€Jurorsó ó€òòGeneral€RequirementsóóÐ h Ðà  à€€ò òThe€court€may€direct€that€one€or€more€jurors€be€called€andÐ Ä ÐÔ_ÔimpanelledÔ_Ô€to€sit€as€alternate€jurors.€€Any€juror€who,€before€theÐ pÀ  Ðtime€the€jury€retires€to€consider€its€verdict,€becomes€or€isÐ !l" Ðfound€to€be€unable€or€disqualified€to€perform€a€jurorððs€dutyÐ È"$ Ðshall€be€replaced€by€an€alternate€juror€in€the€order€ofÐ t$Ä& Ðselection.€€An€alternate€juroró ó€òòAll€individuals€to€be€Ô_ÔimpanelledÔ_ÔÐ  &p!( Ðon€the€jury,€including€any€alternates,óó€shall€be€ò òdrawnó ó€òòselectedóó€inÐ Ì'#* Ðthe€same€manner,€have€the€same€qualifications,€òòandóó€be€subject€toÐ x)È$, Ðthe€same€examinationò ò,€take€the€same€oath,€and€have€the€sameÐ $+t&. Ðâ âfunctions,€powers,€facilities,€and€privileges€as€a€juror.€AnÐ Ð, (0 Ðalternate€juror€who€does€not€replace€a€juror€shall€be€dischargedÐ ° Ðwhen€the€jury€retires€to€consider€its€verdictó ó.Ð \¬ Ðâ  (c)€€Jury€ListÐ X Ѐ€€€òò(1)€€Contentsóó€€Ð ´  Ðà  à€€€€Before€the€examination€of€òòqualifiedóó€jurors,€each€partyÐ ` ° Ðshall€be€provided€with€a€list€ò òof€jurorsó ó€that€includes€ò òtheó ó€òòeachóóÐ  \  Ðòòjurorððsóó€name,€òòaddress,óó€age,€sex,€education,€occupation,€ò òandó óÐ ¸  Ðòòspouseððsóó€occupationòò,óó€ò òof€spouse€of€each€juroró ó€and€any€otherÐ d´  Ðinformation€required€by€ò òthe€county€jury€planó ó€òòRuleóó.€€ò òWhen€theÐ `  Ðcounty€jury€plan€requires€the€address€of€a€juror,ó ó€òòUnless€theÐ ¼  Ðtrial€judge€orders€otherwise,óó€the€address€ò òneedó ó€òòshall€be€limitedÐ h¸ Ðto€the€city€or€town€and€zip€code€and€shallóó€not€include€the€ò òhouseó óÐ d Ðòòstreet€addressóó€or€box€number.Ð À Ѐ€€€òò(2)€€DisseminationóóÐ l¼ Ѐ€€€€€òò(A)€AllowedóóÐ h Ðà  à€€€€€òòA€party€may€provide€the€jury€list€to€any€personÐ Ä Ðemployed€by€the€party€to€assist€in€jury€selection.€€WithÐ pÀ  Ðpermission€of€the€trial€judge,€the€list€may€be€disseminated€toÐ !l" Ðother€individuals€such€as€the€courtroom€clerk€or€court€reporterÐ È"$ Ðfor€use€in€carrying€out€official€duties.óóÐ t$Ä& Ðà  à€òò(B)€ProhibitedóóÐ  &p!( Ðà  à€€€€€òòUnless€the€trial€judge€orders€otherwise,€a€party€andÐ Ì'#* Ðany€other€person€to€whom€the€jury€list€is€provided€in€accordanceÐ x)È$, Ðwith€subsection€(c)(2)(A)€of€this€Rule€may€not€disseminate€theÐ $+t&. Ðlist€or€the€information€contained€on€the€list€to€any€otherÐ Ð, (0 Ðperson.óóÐ |.Ì)2 Ѐ€€€òò(3)€Not€Part€of€the€Case€Record;€ExceptionóóÐ ° Ðà  à€€€òòUnless€the€court€orders€otherwise,€copies€of€jury€listsÐ \¬ Ðshall€be€returned€to€the€jury€commissioner.€€Unless€marked€forÐ X Ðidentification€and€offered€in€evidence€pursuant€to€Rule€2„516,€aÐ ´  Ðjury€list€is€not€part€of€the€case€record.óóÐ ` ° ÐòòÓÓCross€reference:€€See€Rule€16„1009€concerning€motions€to€seal€orÐ  \  Ðlimit€inspection€of€a€case€record.óóÐ â 2  ÐÌÓÓ€€(d)€€Examination€ò òof€Jurorsó ó€òòand€Challenges€for€CauseóóÐ ŽÞ  Ѐ€€€òò(1)€€Examinationóó€€Ð :Š  Ðà  à€€€€The€ò òcourtó ó€òòtrial€judgeóó€may€permit€the€parties€to€conductÐ æ6 Ðan€examination€of€òòqualifiedóó€jurors€or€may€ò òitselfó ó€conduct€theÐ ’â Ðexamination€after€considering€questions€proposed€by€the€parties.Ð >Ž ÐIf€the€ò òcourtó ó€òòjudgeóó€conducts€the€examination,€ò òitó ó€òòthe€judgeóó€mayÐ ê: Ðpermit€the€parties€to€supplement€the€examination€by€furtherÐ –æ Ðinquiry€or€may€ò òitselfó ó€submit€to€the€jurors€additional€questionsÐ B’ Ðproposed€by€the€parties.€€The€jurorsðð€responses€to€anyÐ î> Ðexamination€shall€be€under€oath.€€ò òUponó ó€òòOnóó€request€of€any€partyòò,óóÐ šê Ðthe€ò òcourtó ó€òòjudgeóó€shall€direct€the€clerk€to€call€the€roll€of€theÐ F –! Ðò òpaneló ó€òòarrayóó€and€to€request€each€òòqualifiedóó€juror€to€stand€and€beÐ ò!B# Ðidentified€when€called€ò òby€nameó ó.Ð ž#î% Ѐ€ò ò(e)€€Challenge€for€Causeó ó€òò(2)€€Challenge€for€Causeóó€€Ð J%š ' Ðà  à€€€€A€party€may€challenge€an€individual€òòqualifiedóó€juror€forÐ ö&F") Ðcause.€€A€challenge€for€cause€shall€be€made€and€determined€beforeÐ ¢(ò#+ Ðthe€jury€is€sworn,€or€thereafter€for€good€cause€shown.Ð N*ž%- Ðâ  ò ò(f)€€Additional€Jurorsó óÐ ú+J'/ Ðà  à€€ò òWhen€the€number€of€jurors€of€the€regular€panel€may€beÐ ° Ðâ âinsufficient€to€allow€for€selection€of€a€jury,€the€court€mayÐ \¬ Ðdirect€that€additional€jurors€be€summoned€at€random€from€theÐ X Ðqualified€jury€wheel€and€thereafter€at€random€in€a€mannerÐ ´  Ðprovided€by€statute.ó óÐ ` ° Ѐ€ò ò(g)ó ó€òò(e)óó€ò òDesignation€of€List€of€Qualified€Jurorsó ó€òòPeremptoryÐ  \  ÐChallengesóóÐ ¸  Ðà0  àà ° à€€€€òò(1)€€Designation€of€Qualified€Jurors;€Order€of€SelectionóóÐd´ (#(# Ðà  à€€€€Before€the€exercise€of€peremptory€challenges,€the€ò òcourtó óÐ `  Ðòòtrial€judgeóó€shall€designate€ò òfrom€the€jury€listó ó€those€ò òjurorsó óÐ ¼  Ðòòindividuals€on€the€jury€listóó€who€ò òhaveó ó€òòremainóó€qualified€afterÐ h¸ Ðexamination.€€The€number€designated€shall€be€sufficient€toÐ d Ðprovide€the€òòrequiredóó€number€of€òòswornóó€jurorsòò,óó€ò òandó ó€òòincluding€anyóóÐ À Ðalternatesòò,óó€ò òto€be€swornó ó€after€allowing€for€the€exercise€ofÐ l¼ Ðperemptory€challenges.€€The€ò òcourtó ó€òòtrial€judgeóó€shall€at€the€sameÐ h Ðtime€prescribe€the€order€to€be€followed€in€selecting€ò òthe€jurorsÐ Ä Ðand€alternate€jurorsó ó€òòindividualsóó€from€the€list.Ð pÀ  Ѐ€ò ò(h)ó ó€òò(2)óóà ` àò òPeremptory€Challengesó ó€òòNumber;€Exercise€of€PeremptoryÐ !l" ÐChallengesóóÐ È"$ Ðà  à€€Each€party€is€permitted€four€peremptory€challenges€plusÐ t$Ä& Ðone€peremptory€challenge€for€each€group€of€three€or€lessÐ  &p!( Ðò òalternate€jurorsó ó€òòalternatesóó€to€be€Ô_ÔimpanelledÔ_Ô.€€For€purposes€ofÐ Ì'#* Ðthis€section,€ò òseveraló ó€òòallóó€plaintiffs€ò òor€severaló ó€òòshall€beÐ x)È$, Ðconsidered€as€a€single€party€and€allóó€defendants€shall€beÐ $+t&. Ðconsidered€as€a€single€party€unless€the€ò òcourtó ó€òòtrial€judgeóóÐ Ð, (0 Ðdetermines€that€adverse€or€hostile€interests€between€plaintiffsÐ |.Ì)2 Ðor€between€defendants€justify€allowing€ò òto€eachó ó€òòone€or€moreóó€ofÐ ° Ðthem€òòtheóó€separate€peremptory€challenges€ò ònot€exceeding€the€numberó óÐ \¬ Ðavailable€to€a€single€party.€€The€parties€shall€simultaneouslyÐ X Ðexercise€their€peremptory€challenges€by€striking€òònamesóó€from€ò òtheó ó€òòaÐ ´  Ðcopy€of€the€juryóó€list.Ð ` ° Ѐ€ò ò(Ô_ÔiÔ_Ô)ó ó€òò(f)óó€ò òÔ_ÔImpanellingÔ_Ô€theó ó€òòÔ_ÔImpanelledÔ_Ôóó€JuryÐ  \  Ѐ€€€òò(1)€€Ô_ÔImpanellingÔ_Ôóó€€Ð ¸  Ðà  à€€€€The€ò òjurors€and€any€alternatesó ó€òòindividualsóó€to€beÐ d´  ÐÔ_ÔimpanelledÔ_Ô€òòas€sworn€jurors,€including€any€alternates,óó€shall€beÐ `  Ðcalled€from€the€qualified€jurors€remaining€on€the€òòjuryóó€list€inÐ ¼  Ðthe€order€previously€designated€by€the€ò òcourtó ó€òòtrial€judgeóó€andÐ h¸ Ðshall€be€sworn.Ð d Ѐ€€€òò(2)€€Oath;€Functions,€Powers,€Facilities,€and€PrivilegesóóÐ À Ðà  à€€€€òòAll€sworn€jurors,€including€any€alternates,€shall€takeÐ l¼ Ðthe€same€oath€and,€until€discharged€from€jury€service,€have€theÐ h Ðsame€functions,€powers,€facilities,€and€privileges.óóÐ Ä Ѐ€€€òò(3)€€Discharge€of€Jury€MemberóóÐ pÀ  Ðà  à€€€€òòAt€any€time€before€the€jury€retires€to€consider€itsÐ !l" Ðverdict,€the€trial€judge€may€replace€any€jury€member€whom€theÐ È"$ Ðtrial€judge€finds€to€be€unable€or€disqualified€to€perform€juryÐ t$Ä& Ðservice€with€an€alternate€in€the€order€of€selection€set€underÐ  &p!( Ðsubsection€(e)(1).€€When€the€jury€retires€to€consider€itsÐ Ì'#* Ðverdict,€the€trial€judge€shall€discharge€any€remaining€alternatesÐ x)È$, Ðwho€did€not€replace€another€jury€member.óóÐ $+t&. Ðâ  òò(g)€€Forepersonóó€Ð Ð, (0 Ðà  à€€The€ò òcourtó ó€òòtrial€judgeóó€shall€designate€a€òòswornóó€juror€asÐ ° Ðâ âò òforemanó ó€òòforepersonóó.Ð \¬ ÐÓÓÌSource:€€This€Rule€is€derived€as€follows:€€Ð Þ. Ѐ€Section€(a)€is€òòin€partóó€derived€from€former€Ruleòòsóó€754€a€and€ò òisÐ ´  Ðconsistent€with€formeró ó€Rule€543€c€òòand€in€part€newóó.€€Ð Š Ú Ѐ€Section€(b)€is€derived€from€former€Rule€751€b€and€ò òis€consistentÐ ` ° Ðwithó ó€former€Rule€543€b€3.€€Ð 6 †  Ѐ€Section€(c)€is€new.€€Ð  \  Ѐ€Section€(d)€is€derived€from€former€Rules€752òò,€754€b,óó€and€543€d.€Ð â 2  Ѐ€Section€(e)€is€derived€from€former€Ruleòòsóó€ò ò754€bó ó€òò753€and€543€a€3Ð ¸  Ðand€4óó.€€Ð ŽÞ  Ѐ€Section€(f)€is€ò òconsistent€with€former€Rule€543€a€5€and€6ó ó€òònewóó.€€Ð d´  Ѐ€Section€(g)€ò òis€new€with€exception€of€the€last€sentence€which€isÐ :Š  Ðderived€from€former€Rule€753€b€1ó ó€òòis€derived€from€former€Rule€751Ð `  Ðdóó.€€Ð æ6 Ѐ€ò òSection€(h)€is€derived€from€former€Rule€543€a€3€and€4.ó ó€€Ð ¼  Ѐ€ò òSection€(Ô_ÔiÔ_Ô)€is€derived€from€the€last€sentence€of€former€RuleÐ ’â Ð753€b€3€and€former€Rule€751€d.ó ó€€Ð h¸ ÐÌÌà@hh#ìàò òòòREPORTERððS€NOTEóóó óˆÐ ê: ÐÌà  àSubsection€(a)(1)€is€added€to€state€expressly€that€a€trialÐ ¤ô Ðjudge€sets€the€size€of€the€jury€to€be€Ô_ÔimpanelledÔ_Ô€(includingÐ zÊ Ðalternates)€and€the€size€of€the€initial€array€before€juryÐ P  Ðselection€begins.€Accordingly,€the€former€first€sentence€ofÐ &v Ðsection€(b)€is€deleted.Ð üL ÐÌà  àSubsection€(a)(2)€is€derived€from€former€section€(f)€withÐ ¨ø Ðsubstitution€of€the€term€ð ðtrial€judgeðð€for€the€word€ð ðcourtðð€toÐ ~Î  Ðavoid€the€inference€that€a€majority€of€the€bench€must€concur;Ð T ¤! Ðsubstitution€of€the€word€ð ðarrayðð€for€the€words€ð ðregular€panelððÐ *!z" Ðfor€internal€consistency€and€consistency€with€revised€Code,Ð "P# ÐCourts€Article,€Title€8;€and€substitution€of€ð ðqualified€jurorÐ Ö"&$ Ðpoolðð€for€ð ðqualified€jury€wheelðð€for€consistency€with€revisedÐ ¬#ü% ÐCode,€Courts€Article,€Title€8,€which€reflects€the€use€ofÐ ‚$Ò& Ðcomputers€for€selection€instead€of€the€former€practice€of€drawingÐ X%¨ ' Ðnumbers€from€a€wheel.Ð .&~!( ÐÌà  àSubsection€(a)(3)€is€derived€from€former€section€(a),€withÐ Ú'*#* Ðdeletion€of€the€word€ð ðdrawnðð€for€consistency€with€revised€Code,Ð °($+ ÐCourts€Article,€Title€8,€which€reflects€the€use€of€computers€forÐ †)Ö$, Ðselection€as€opposed€to€the€former€practice€of€drawing€numbersÐ \*¬%- Ðfrom€a€wheel,€and€substitution€of€the€word€ð ðarrayðð€for€the€wordÐ 2+‚&. Ðð ðpanel,ðð€for€internal€consistency€and€consistency€with€revisedÐ ,X'/ ÐCode,€Courts€Article,€Title€8.Ð Þ,.(0 Ðâ âÐ ´-)1 Ðà  àThe€former€second€sentence€of€section€(b)€is€restated€as€anÐ ° Ðâ âaffirmative€statement€applicable€to€all€Ô_ÔimpanelledÔ_Ô€jurors,Ð †Ö Ðincluding€alternates.€€The€word€ð ðselectedðð€is€substituted€for€theÐ \¬ Ðword€ð ðdrawn,ðð€for€consistency€with€revised€Code,€Courts€Article,Ð 2‚ ÐTitle€8,€which€reflects€the€use€of€computers€for€selection,Ð X Ðinstead€of€the€former€practice€of€drawing€numbers€from€a€wheel.Ð Þ. ÐÌà  àFormer€section€(c)€is€renumbered€as€subsection€(c)(1),€withÐ Š Ú Ðthe€addition€of€ð ðqualifiedðð€to€modify€ð ðjurorsðð€to€reflect€theÐ ` ° Ðaddition€of€a€defined€term€ð ðqualified€jurorðð€in€Code,€CourtsÐ 6 †  ÐArticle,€ðð8„101€and€to€distinguish€among€prospective,€qualified,Ð  \  Ðand€sworn€jurors.€€Subsection€(c)(1)€is€revised€to€require€theÐ â 2  Ðjury€list€to€include€an€address€for€a€qualified€juror€but€limitedÐ ¸  Ðto€a€city€or€town€and€zip€code€to€afford€qualified€jurors€in€aÐ ŽÞ  Ðcivil€trial€with€the€same€protection€for€identifying€informationÐ d´  Ðas€that€afforded€to€qualified€jurors€in€a€criminal€trial.€òò€SeeóóÐ :Š  ÐRule€4„312.€€Additionally,€the€requirement€that€additionalÐ f  Ðinformation€is€to€be€set€by€rule€rather€than€individual€jury€planÐ ì< Ðreflects€Code,€Courts€Article,€ðð8„105.Ð Â ÐÌà  àSubsection€(c)(2)€is€added€to€set€forth€the€manner€in€whichÐ n¾ Ðjury€lists€are€to€be€distributed€and€protected€againstÐ D” Ðunnecessary€dissemination€of€juror€information.€Ð j ÐÌà  àSubsection€(c)(3)€is€added€to€clarify€the€circumstancesÐ Æ Ðunder€which€the€jury€list€becomes€part€of€the€case€record.Ð œì ÐÌà  àSubsections€(d)(1)€and€(2)€are€derived€from€former€sectionsÐ H˜ Ð(d)€and€(e)€with€addition€of€the€term€ð ðqualifiedðð€to€modifyÐ n Ðð ðjurorsðð€to€reflect€the€addition€of€a€defined€term€ð ðqualifiedÐ ôD Ðjurorðð€in€Code,€Courts€Article,€ðð8„101€and€to€distinguish€amongÐ Ê Ðprospective,€qualified,€and€sworn€jurors;€and€substitution€of€theÐ  ð Ðword€ð ðarrayðð€for€the€word€ð ðpanelðð€for€internal€consistency€andÐ vÆ  Ðconsistency€with€revised€Code,€Courts€Article,€Title€8.Ð L œ! ÐÌà  àSubsection€(e)(1)€is€derived€from€former€section€(g),€withÐ ø!H# Ðsubstitution€of€ð ðindividualsðð€for€ð ðjurorsðð€and€ð ðalternateÐ Î"$ Ðjurors,ðð€as€these€individuals€are€winnowed€from€among€theÐ ¤#ô% Ðð ðqualified€jurorsðð€ð!ð€as€categorized€in€Code,€Courts€Article,Ð z$Ê& ÐTitle€8€ð!ð€but€may€not€be€sworn€as€jurors.€€Accordingly,€inÐ P%  ' Ðsubsection€(e)(1),€reference€to€ð ðremain€qualifiedðð€afterÐ &&v!( Ðexamination€is€substituted€for€ð ðhave€qualifiedðð.Ð ü&L") ÐÌà  àSubsection€(e)(2)€is€derived€from€former€section€(h).Ð ¨(ø#+ ÐÌà  àSubsection€(f)(1)€is€derived€from€the€former€first€sentenceÐ T*¤%- Ðof€section€(Ô_ÔiÔ_Ô),€with€substitution€of€ð ðindividualsðð€to€beÐ *+z&. ÐÔ_ÔimpanelledÔ_Ô€ð ðas€sworn€jurorsðð€for€ð ðjurors€and€any€alternates,ðð€asÐ ,P'/ Ðthese€individuals€are€winnowed€from€among€the€ð ðqualified€jurorsððÐ Ö,&(0 Ðâ âð!ð€as€categorized€in€Code,€Courts€Article,€Title€8€ð!ð€but€are€notÐ ¬-ü(1 Ðyet€sworn€as€jurors;€and€with€the€addition€of€ð ðjuryðð€to€modifyÐ ° Ðthe€word€ð ðlistðð€for€internal€consistency.Ð †Ö Ðâ âÌà  àSubsection€(f)(2)€is€derived€from€the€former€third€sentenceÐ 2‚ Ðof€section€(b),€as€it€related€to€being€sworn€and€serving€as€aÐ X Ðsworn€juror.Ð Þ. ÐÌà  àSubsection€(f)(3)€is€derived€from€the€former€second€andÐ Š Ú Ðfourth€sentences€of€section€(b),€with€substitution€of€ð ðthe€trialÐ ` ° Ðjudge€...€findsðð€for€ð ðbecomes€or€is€foundðð€and€the€substitutionÐ 6 †  Ðof€ð ðthe€trial€judge€shall€dischargeðð€for€the€passive€ð ðshall€beÐ  \  Ðdischarged,ðð€since€the€judgeððs€ruling€is€determinative.€€TheÐ â 2  Ðsubstitution€also€avoids€the€inference€that€a€majority€of€theÐ ¸  Ðbench€must€concur.Ð ŽÞ  ÐòòóóÌà  àSection€(g)€is€derived€from€the€former€second€sentence€ofÐ :Š  Ðsection€(Ô_ÔiÔ_Ô),€with€substitution€of€ð ðforepersonðð€for€ð ðforeman,ðð€toÐ `  Ðreflect€the€Judiciaryððs€policy€to€use€gender€neutral€words€whereÐ æ6 Ðpracticable.Ð ¼  ÐÔ‡Xø=XX Xü¿ÔÐ  ’â Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ D” ÐÌà@xx!ìàCHAPTER€500€„€TRIALˆÐ Ø( ÐÌÌà  àAMEND€Rule€2„521€by€deleting€language€from€section€(a),€byÐ 6 † ÐÌadding€to€section€(a)€the€word€ð ðswornðð€to€modify€the€word€ð ðjurorððÐ Ê   ÐÌand€language€to€indicate€that€alternates€are€included€duringÐ ^ ®  ÐÌtrial€and€deliberations,€and€by€adding€the€word€ð ðswornðð€to€modifyÐ òB  ÐÌthe€word€ð ðjurorðð€in€section€(b),€as€follows:Ð †Ö  ÐÌÌRule€2„521.€€JURY€„€REVIEW€OF€EVIDENCE€„€COMMUNICATIONSÐ ä4 ÐÌÌÓÓ€€(a)€€Jurors'€NotesÐ B’ Ðà  à€€The€court€may,€and€ò òuponó ó€òòonóó€request€of€any€party€shall,Ð Ö& Ðprovide€paper€notepads€for€use€by€òòswornóó€jurorsòò,€including€anyÐ jº Ðalternates,óó€during€trial€and€deliberations.€€The€court€shallÐ þN Ðmaintain€control€over€the€jurorsðð€notes€during€the€trial€andÐ ’â Ðpromptly€destroy€the€ò òjurorsððó ó€notes€after€the€trial.ò ò€€A€juror'sÐ &v Ðnotesó ó€òòÔ_ÔNotesÔ_Ôóó€may€not€be€reviewed€or€relied€upon€for€any€purpose€byÐ º ! Ðany€person€other€than€the€ò òjuroró ó€òòauthoróó.€€If€a€òòswornóó€juror€isÐ N ž# Ðunable€to€use€a€notepad€because€of€a€disability,€the€court€shallÐ â!2% Ðprovide€a€reasonable€accommodation.Ð v#Æ' Ѐ€(b)€€Items€Taken€to€Jury€RoomÐ  %Z ) Ðà  àò òJurorsó ó€òòSworn€jurorsóó€may€take€their€notes€with€them€when€theyÐ ž&î!+ Ðretire€for€deliberation.€€Unless€the€court€for€good€cause€ordersÐ 2(‚#- Ðotherwise,€the€jury€may€also€take€exhibits€that€have€beenÐ Æ)%/ Ðadmitted€in€evidence,€except€that€a€deposition€may€not€be€takenÐ Z+ª&1 Ðinto€the€jury€room€without€the€agreement€of€all€parties€andÐ î,>(3 Ðconsent€of€the€court.€€Written€or€electronically€recordedÐ ‚.Ò)5 Ðinstructions€may€be€taken€into€the€jury€room€only€with€theÐ ° Ðpermission€of€the€court.Ð D” ÐCross€reference:€€See€Rule€5„802.1€(e).Ð Ø( Ѐ€€.€.€.Ð l ¼ ÐÓÓà@hh#ìàòòREPORTERððS€NOTEóóˆÐ  P ÐÌà  àIn€sections€(a)€and€(b),€the€word€ð ðswornðð€is€added€to€modifyÐ ” ä  Ðð ðÔ_Ôjuror[sÔ_Ô]ðð€to€distinguish€among€prospective,€qualified,€and€swornÐ ^ ®  Ðjurors.Ð (x  ÐÌà  àIn€section€(a),€the€phrase€ð ðincluding€any€alternatesðð€isÐ ¼  Ðadded€to€reflect€that€Rule€2„512€(f)(2)€requires€an€alternate€toÐ †Ö  Ðð ðtake€the€same€oathðð€as€other€sworn€jurors.Ð P   ÐÌÐ  ä4 ÐÔ#† Xü¿XXXø=üz#Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€2€„€CIVIL€PROCEDURE€„„€CIRCUIT€COURTˆÐ \¬ ÐÌà@xx!ìàCHAPTER€500€„€TRIALˆÐ X ÐÌÌà  àAMEND€Rule€2„522€by€deleting€language€from€section€(b),€byÐ Š Ú ÐÌadding€the€words€ð ðjury€or€stated€majorityðð€in€place€of€the€phraseÐ 6 †  ÐÌð ðrequired€number€of€jurors,ðð€and€by€making€stylistic€changes,€asÐ â 2  ÐÌfollows:Ð ŽÞ  ÐÌÌRule€2-522.€€COURT€DECISION€„€JURY€VERDICT€Ð `  ÐÌÌÓÓ€€€.€.€.Ð ’â Ѐ€(b)€€VerdictÐ >Ž Ðà  à€€The€verdict€of€a€jury€shall€be€unanimous€unless€theÐ ê: Ðparties€stipulate€at€any€time€that€a€verdict€or€a€finding€of€aÐ –æ Ðstated€majority€ò òof€the€jurorsó ó€shall€be€taken€as€the€verdict€orÐ B’ Ðfinding€of€the€jury.€€The€verdict€shall€be€returned€in€openÐ î> Ðcourt.€€ò òUpon€theó ó€òòOnóó€request€of€a€party€or€ò òuponó ó€òòonóó€the€court's€ownÐ šê Ðinitiative,€the€jury€shall€be€polled€before€it€is€discharged.€€IfÐ F –! Ðthe€poll€discloses€that€the€ò òrequired€number€of€jurors€haveó ó€òòjury,Ð ò!B# Ðor€stated€majority,€hasóó€not€concurred€in€the€verdict,€the€courtÐ ž#î% Ðmay€direct€the€jury€to€retire€for€further€deliberation€or€mayÐ J%š ' Ðdischarge€the€jury.Ð ö&F") ÐÓÓ€€€.€.€.Ð ¢(ò#+ Ðà@hh#ìàòòREPORTERððS€NOTEóóˆÐ x)È$, ÐÌà  àIn€section€(b),€the€phrase€ð ðrequired€number€of€jurors,ðð€isÐ $+t&. Ðreplaced€by€the€phrase,€ð ðjury,€or€stated€majority,ðð€to€avoid€theÐ ú+J'/ Ðawkwardness€of€the€term€ð ðsworn€jurorðð€otherwise€used€throughoutÐ Ð, (0 Ðthese€rules.€€Other€stylistic€changes€also€are€made.Ô‡Xø=XX Xü¿ÔÐ ¦-ö(1 ÐÔ#† Xü¿XXXø=žŽ#ÔÐ  |.Ì)2 Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€TRIAL€AND€SENTENCINGˆÐ X ÐÌÌà  àAMEND€Rule€4„312€by€adding€a€new€subsection€(a)(1)€and€a€newÐ Š Ú ÐÌcross€reference€after€subsection€(a)(1),€by€adding€a€newÐ 6 †  ÐÌsubsection€(a)(2),€by€adding€to€and€deleting€language€fromÐ â 2  ÐÌsection€(b),€by€adding€to€and€deleting€language€from€subsectionÐ ŽÞ  ÐÌ(c)(1),€by€adding€new€subsections€(c)(2)€and€(c)(3),€by€adding€toÐ :Š  ÐÌand€deleting€language€from€subsection€(d)(1),€by€renumberingÐ æ6 ÐÌsection€(e)€as€subsection€(d)(2)€with€an€additional€word€added€toÐ ’â ÐÌit,€by€deleting€section€(f),€by€renumbering€section€(g)€asÐ >Ž ÐÌsection€(e),€by€adding€to€and€deleting€language€from€section€(e),Ð ê: ÐÌby€Ô_ÔreletteringÔ_Ô€section€(h)€as€section€(f),€by€adding€to€andÐ –æ ÐÌdeleting€language€from€subsection€(f)(1),€by€adding€newÐ B’ ÐÌsubsections€(f)(2)and€(f)(3),€by€making€the€second€sentenceÐ î> ÐÌof€section€(h)€into€section€(g)€with€language€changes,€and€byÐ šê ÐÌmaking€stylistic€changes,€as€follows:Ð F –! ÐÌÌRule€4„312.€€JURY€SELECTIONÐ È"$ ÐÌÌÓÓ€€(a)€òòJury€Size€andóó€Challenge€to€the€ArrayÐ J%š ' Ѐ€€€òò(1)€SizeóóÐ ö&F") Ðà  à€€òòBefore€a€trial€begins,€the€trial€judge€shall€decide€(A)Ð ¢(ò#+ Ðthe€required€number€of€sworn€jurors,€including€any€alternates€andÐ N*ž%- Ð(B)€the€size€of€the€array€of€qualified€jurors€needed.óóÐ ú+J'/ ÐÓÓòòCross€reference:€€See€Code,€Courts€Article,€ðð8„420€(b)€and€Code,Ð ¦-ö(1 ÐCriminal€Law€Article,€ðð2„303€(d).óóÐ |.Ì)2 ЇÓÓ€€€€òò(2)€€Insufficient€ArrayóóÐ ° Ðà  à€€€€òòIf€the€array€is€insufficient€for€jury€selection,€theÐ \¬ Ðtrial€judge€may€direct€that€additional€qualified€jurors€beÐ X Ðsummoned€at€random€from€the€qualified€juror€pool€as€provided€byÐ ´  Ðstatute.óóÐ ` ° Ѐ€€€òò(3)€€Challenge€to€the€ArrayóóÐ  \  Ðà  à€€€€A€party€may€challenge€the€array€ò òof€jurorsó ó€on€the€groundÐ ¸  Ðthat€its€members€were€not€selectedò ò,€drawn,ó ó€or€summoned€accordingÐ d´  Ðto€lawòò,óó€or€on€any€other€ground€that€would€disqualify€the€ò òpaneló óÐ `  Ðòòarrayóó€as€a€whole.€A€challenge€to€the€array€shall€be€made€andÐ ¼  Ðdetermined€before€any€individual€ò òjuror€from€tható ó€òòmember€of€theóóÐ h¸ Ðarray€is€examined,€except€that€the€ò òcourtó ó€òòtrial€judgeóó€for€goodÐ d Ðcause€may€permit€ò òitó ó€òòthe€challengeóó€to€be€made€after€the€jury€isÐ À Ðsworn€but€before€any€evidence€is€received.Ð l¼ Ðòòóó€€(b)€ò òAlternate€Jurorsó ó€òòGeneral€RequirementsóóÐ h Ѐ€€€ò ò(1)€€Generallyó ó€Ð Ä Ѐ€€€€€€€€ò òAn€alternate€juroró ó€òòAll€individuals€to€be€Ô_ÔimpanelledÔ_Ô€onÐ pÀ  Ðthe€jury,€including€any€alternates,óó€shall€be€ò òdrawnó ó€òòselectedóó€inÐ !l" Ðthe€same€manner,€have€the€same€qualifications,€òòandóó€be€subject€toÐ È"$ Ðthe€same€examinationò ò,€take€the€same€oath,€and€have€the€sameÐ t$Ä& Ðfunctions,€powers,€facilities,€and€privileges€as€a€juroró ó.Ð  &p!( Ѐ€€€ò ò(2)€€Capital€Casesó óÐ Ì'#* Ðà  à€€€€ò òIn€cases€in€which€the€death€penalty€may€be€imposed,€theÐ x)È$, Ðcourt€shall€appoint€and€retain€alternate€jurors€as€required€byÐ $+t&. ÐCode,€Criminal€Law€Article,€ðð2„303€(d).ó óÐ Ð, (0 Ѐ€€€ò ò(3)€€Non„capital€Casesó óÐ |.Ì)2 Ðà  à€€€€ò òIn€all€other€cases,€the€court€may€direct€that€one€orÐ ° Ðmore€jurors€be€called€and€Ô_ÔimpanelledÔ_Ô€to€sit€as€alternate€jurors.Ð \¬ ÐAny€juror€who,€before€the€time€the€jury€retires€to€consider€itsÐ X Ðverdict,€becomes€or€is€found€to€be€unable€or€disqualified€toÐ ´  Ðperform€a€jurorððs€duty,€shall€be€replaced€by€an€alternate€jurorÐ ` ° Ðin€the€order€of€selection.€€An€alternate€juror€who€does€notÐ  \  Ðreplace€a€juror€shall€be€discharged€when€the€jury€retires€toÐ ¸  Ðconsider€its€verdict.ó óÐ d´  Ѐ€(c)€€Jury€ListÐ `  Ѐ€€€òò(1)€€ContentsóóÐ ¼  Ðà  à€€€€Before€the€examination€of€òòqualifiedóó€jurors,€each€partyÐ h¸ Ðshall€be€provided€with€a€list€ò òof€jurorsó ó€that€includes€ò òtheó ó€òòeachóóÐ d Ðòòjurorððsóó€name,€òòaddress,óó€age,€sex,€education,€ò òandó ó€occupationòò,óó€ò òofÐ À Ðeach€juror,€theó ó€òòspouseððsóó€occupation€ò òof€each€jurorððs€spouseó ó,€andÐ l¼ Ðany€other€information€required€by€ò òthe€county€jury€planó ó€òòRuleóó.€ò òWhenÐ h Ðthe€county€jury€plan€requires€the€address€of€a€juror,ó ó€òòUnless€theÐ Ä Ðtrial€judge€orders€otherwise,óó€the€address€shall€be€limited€to€theÐ pÀ  Ðcity€or€town€and€zip€code€and€shall€not€include€the€ò òjurorððsó óÐ !l" Ðstreet€address€or€box€numberò ò,€unless€otherwise€ordered€by€theÐ È"$ Ðcourtó ó.Ð t$Ä& Ѐ€€€òò(2)€€DisseminationóóÐ  &p!( Ѐ€€€€€òò(A)€AllowedóóÐ Ì'#* Ðà  à€€€€€òòA€party€may€provide€the€jury€list€to€any€personÐ x)È$, Ðemployed€by€the€party€to€assist€in€jury€selection.€€WithÐ $+t&. Ðâ âpermission€of€the€trial€judge,€the€list€may€be€disseminated€toÐ Ð, (0 Ðother€individuals€such€as€the€courtroom€clerk€or€court€reporterÐ ° Ðfor€use€in€carrying€out€official€duties.óóÐ \¬ Ðâ  €€€€òò(B)€ProhibitedóóÐ X Ðà  à€€€€€òòUnless€the€trial€judge€orders€otherwise,€a€party€andÐ ´  Ðany€other€person€to€whom€the€jury€list€is€provided€in€accordanceÐ ` ° Ðwith€subsection€(c)(2)(A)€of€this€Rule€may€not€disseminate€theÐ  \  Ðlist€or€the€information€contained€on€the€list€to€any€otherÐ ¸  Ðperson.óóÐ d´  Ѐ€€€òò(3)€Not€Part€of€the€Case€Record;€ExceptionóóÐ `  Ðà  à€€€òòUnless€the€court€orders€otherwise,€copies€of€jury€listsÐ ¼  Ðshall€be€returned€to€the€jury€commissioner.€€Unless€marked€forÐ h¸ Ðidentification€and€offered€in€evidence€pursuant€to€Rule€4„322,€aÐ d Ðjury€list€is€not€part€of€the€case€record.óóÐ À ÐÓÓòòCross€reference:€€See€Rule€16„1009€concerning€motions€to€seal€orÐ l¼ Ðlimit€inspection€of€a€case€record.óóÐ B’ ÐÌÓÓ€€(d)€€Examination€ò òof€Jurorsó ó€òòand€Challenges€for€CauseóóÐ î> Ѐ€€€òò(1)€€ExaminationóóÐ šê Ðà  à€€€€The€ò òcourtó ó€òòtrial€judgeóó€may€permit€the€parties€to€conductÐ F –! Ðan€examination€of€ò òprospectiveó ó€òòqualifiedóó€jurors€or€may€ò òitselfó óÐ ò!B# Ðconduct€the€examination€after€considering€questions€proposed€byÐ ž#î% Ðthe€parties.€€If€the€ò òcourtó ó€òòjudgeóó€conducts€the€examination,€ò òitó ó€òòtheÐ J%š ' Ðjudgeóó€may€permit€the€parties€to€supplement€the€examination€byÐ ö&F") Ðfurther€inquiry€or€may€ò òitselfó ó€submit€to€the€jurors€additionalÐ ¢(ò#+ Ðquestions€proposed€by€the€parties.€€The€jurorsðð€responses€to€anyÐ N*ž%- Ðexamination€shall€be€under€oath.€€ò òUponó ó€òòOnóó€request€of€any€partyòò,óóÐ ú+J'/ Ðthe€ò òcourtó ó€òòjudgeóó€shall€direct€the€clerk€to€call€the€roll€of€theÐ ¦-ö(1 Ðò òpaneló ó€òòarrayóó€and€to€request€each€òòqualifiedóó€juror€to€stand€and€beÐ ° Ðidentified€when€called€ò òby€nameó ó.Ð \¬ Ѐ€ò ò(e)ó ó€òò(2)óóà ` à€Challenges€for€CauseÐ X Ðà  à€€€€A€party€may€challenge€an€individual€òòqualifiedóó€juror€forÐ ´  Ðcause.€€A€challenge€for€cause€shall€be€made€and€determined€beforeÐ ` ° Ðthe€jury€is€sworn,€or€thereafter€for€good€cause€shown.Ð  \  Ѐ€ò ò(f)€€Additional€Jurorsó óÐ ¸  Ðà  à€€ò òWhen€the€number€of€jurors€of€the€regular€panel€may€beÐ d´  Ðinsufficient€to€allow€for€selection€of€a€jury,€the€court€mayÐ `  Ðdirect€that€additional€jurors€be€summoned€at€random€from€theÐ ¼  Ðqualified€jury€wheel€and€thereafter€at€random€in€a€mannerÐ h¸ Ðprovided€by€statute.ó óÐ d Ѐ€ò ò(g)ó ó€òò(e)óóà ` àò òDesignation€of€List€of€Qualified€Jurorsó ó€òòPeremptoryÐ À ÐChallengesóó€Ð l¼ Ðà  à€€Before€the€exercise€of€peremptory€challenges,€the€ò òcourtó óÐ h Ðòòtrial€judgeóó€shall€designate€ò òfrom€the€jury€listó ó€those€ò òjurorsó óÐ Ä Ðòòindividuals€on€the€jury€listóó€who€ò òhaveó ó€òòremainóó€qualified€afterÐ pÀ  Ðexamination.€€The€number€designated€shall€be€sufficient€toÐ !l" Ðprovide€the€òòrequiredóó€number€of€òòswornóó€jurorsòò,€including€anyóó€ò òandó óÐ È"$ Ðalternatesòò,óó€ò òto€be€swornó ó€after€allowing€for€the€exercise€ofÐ t$Ä& Ðperemptory€challenges€pursuant€to€Rule€4„313.€€The€ò òcourtó ó€òòjudgeóóÐ  &p!( Ðshall€at€the€same€time€prescribe€the€order€to€be€followed€inÐ Ì'#* Ðselecting€ò òthe€jurors€and€alternate€jurorsó ó€òòindividualsóó€from€theÐ x)È$, Ðlist.šÐ $+t&. Ѐ€ò ò(h)ó ó€òò(f)óóà ` à€ò òÔ_ÔImpanellingÔ_Ô€theó ó€òòÔ_ÔImpanelledÔ_Ôóó€JuryÐ Ð, (0 Ѐ€€€òò(1)€€Ô_ÔImpanellingÔ_ÔóóÐ |.Ì)2 Ðà  à€€€€The€ò òjurors€and€any€alternatesó ó€òòindividualsóó€to€beÐ ° ÐÔ_ÔimpanelledÔ_Ô€òòas€sworn€jurors,€including€any€alternates,óó€shall€beÐ \¬ Ðcalled€from€the€qualified€jurors€remaining€on€the€òòjuryóó€list€inÐ X Ðthe€order€previously€designated€by€the€ò òcourtó ó€òòtrial€judgeóó€andÐ ´  Ðshall€be€sworn.Ð ` ° Ѐ€€€òò(2)€€Oath;€Functions,€Powers,€Facilities,€and€PrivilegesóóÐ  \  Ðà  à€€€€òòAll€sworn€jurors,€including€any€alternates,€shall€takeÐ ¸  Ðthe€same€oath€and,€until€discharged€from€jury€service,€have€theÐ d´  Ðsame€functions,€powers,€facilities,€and€privileges.óóÐ `  Ѐ€€€òò(3)€€Discharge€of€Jury€MemberóóÐ ¼  Ðà  à€€€€òòAt€any€time€before€the€jury€retires€to€consider€itsÐ h¸ Ðverdict,€the€trial€judge€may€replace€any€jury€member€whom€theÐ d Ðtrial€judge€finds€to€be€unable€or€disqualified€to€perform€juryÐ À Ðservice€with€an€alternate€in€the€order€of€selection€set€underÐ l¼ Ðsection€(e).€€When€the€jury€retires€to€consider€its€verdict,€theÐ h Ðtrial€judge€shall€discharge€any€remaining€alternates€who€did€notÐ Ä Ðreplace€another€jury€member.óóÐ pÀ  Ѐ€òò(g)€€Forepersonóó€Ð !l" Ðà  à€€The€ò òcourtó ó€òòtrial€judgeóó€shall€designate€a€òòswornóó€juror€asÐ È"$ Ðò òforemanó ó€òòforepersonóó.Ð t$Ä& ÐÓÓSource:€€This€Rule€is€derived€as€follows:€€Ð  &p!( Ѐ€Section€(a)€is€òòin€partóó€derived€from€former€Rule€754€a€òòand€inÐ ö&F") Ðpart€newóó.€€Ð Ì'#* Ѐ€Section€(b)€is€derived€from€former€Rule€751€b.€€Ð ¢(ò#+ Ѐ€Section€(c)€is€new.€€Ð x)È$, Ѐ€Section€(d)€is€derived€from€former€Ruleòòsóó€752€òòand€754€bóó.€€Ð N*ž%- Ѐ€Section€(e)€is€derived€from€former€Rule€ò ò754€bó ó€òò753óó.€€Ð $+t&. Ѐ€Section€(f)€is€new.€€Ð ú+J'/ Ѐ€ò òSection€(g)€is€derived€from€former€Rule€753€b€1.ó ó€€Ð Ð, (0 Ѐ€ò òSection€(h)€is€derived€from€former€Rule€751€c€and€d.ó ó€Ð ¦-ö(1 Ѐ€òòSection€(g)€is€derived€from€former€Rule€751€d.óó€Ð |.Ì)2 Їà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ° ÐÌà  àSubsection€(a)(1)€is€added€to€state€expressly€that€a€trialÐ \¬ Ðjudge€sets€the€size€of€the€jury€to€be€Ô_ÔimpanelledÔ_Ô€(includingÐ 2‚ Ðalternates)€and€the€size€of€the€initial€array€before€juryÐ X Ðselection€begins.€€Accordingly,€former€subsection€(b)(2)€and€theÐ Þ. Ðfirst€sentence€of€subsection€(b)(3)€is€deleted,€with€the€additionÐ ´  Ðof€the€cross€references.Ð Š Ú ÐÌà  àSubsection€(a)(2)€is€derived€from€former€section€(f),€withÐ 6 †  Ðsubstitution€of€the€word€ð ðarrayðð€for€the€words€ð ðregular€panelððÐ  \  Ðfor€internal€consistency€and€consistency€with€revised€Code,Ð â 2  ÐCourts€Article,€Title€8;€substitution€of€the€term€ð ðtrial€judgeððÐ ¸  Ðfor€the€word€ð ðcourtðð€to€avoid€the€inference€that€a€majority€ofÐ ŽÞ  Ðthe€bench€must€concur;€and€substitution€of€the€reference€to€aÐ d´  Ðð ðqualified€juror€poolðð€for€ð ðqualified€jury€wheelðð€for€consistencyÐ :Š  Ðwith€revised€Code,€Courts€Article,€Title€8,€which€reflects€theÐ `  Ðuse€of€computers€for€selection€instead€of€the€former€practice€ofÐ æ6 Ðdrawing€numbers€from€a€wheel.Ð ¼  ÐÌà  àSubsection€(a)(3)€is€derived€from€former€section€(a),€withÐ h¸ Ðdeletion€of€the€word€ð ðdrawnðð€for€consistency€with€revised€Code,Ð >Ž ÐCourts€Article,€Title€8,€which€reflects€the€use€of€computers€forÐ d Ðselection€as€opposed€to€the€former€practice€of€drawing€numbersÐ ê: Ðfrom€a€wheel;€substitution€of€the€word€ð ðarrayðð€for€the€wordÐ À Ðð ðpanel,ðð€for€internal€consistency€and€consistency€with€revisedÐ –æ ÐCode,€Courts€Article,€Title€8;€addition€of€the€word€ð ðqualifiedððÐ l¼ Ðto€modify€ð ðjurorðð€to€reflect€the€addition€of€a€defined€termÐ B’ Ðð ðqualified€jurorðð€in€Code,€Courts€Article,€ðð8„101€and€toÐ h Ðdistinguish€among€prospective,€qualified,€and€sworn€jurors;€andÐ î> Ðsubstitution€of€the€term€ð ðtrial€judgeðð€for€the€word€ð ðcourtðð€toÐ Ä Ðavoid€the€inference€that€a€majority€of€the€bench€must€concur.Ð šê ÐÌà  àFormer€subsection€(b)(1),€except€as€it€related€to€the€oathÐ F –! Ðand€powers,€is€renumbered€as€section€(b)€and€is€restated€as€anÐ !l" Ðaffirmative€statement€applicable€to€all€Ô_ÔimpanelledÔ_Ô€jurors,Ð ò!B# Ðincluding€alternates.€€The€word€ð ðselectedðð€is€substituted€for€theÐ È"$ Ðword€ð ðdrawn,ðð€for€consistency€with€revised€Code,€Courts€Article,Ð ž#î% ÐTitle€8,€which€reflects€the€use€of€computers€for€selection,Ð t$Ä& Ðinstead€of€the€former€practice€of€drawing€numbers€from€a€wheel.Ð J%š ' ÐÌà  àFormer€section€(c)€is€renumbered€as€subsection€(c)(1),€withÐ ö&F") Ðthe€addition€of€ð ðqualifiedðð€to€modify€ð ðjurorsðð€to€reflect€theÐ Ì'#* Ðaddition€of€a€defined€term€ð ðqualified€jurorðð€in€Code,€CourtsÐ ¢(ò#+ ÐArticle,€ðð8„101€and€to€distinguish€among€prospective,€qualified,Ð x)È$, Ðand€sworn€jurors.€€Subsection€(c)(1)€is€revised€to€require€theÐ N*ž%- Ðjury€list€to€include€an€address€for€a€qualified€juror€with€theÐ $+t&. Ðcurrent€limitation€as€to€a€city€or€town€and€zip€code.Ð ú+J'/ ÐAdditionally,€the€requirement€that€additional€information€is€toÐ Ð, (0 Ðbe€set€by€rule€rather€than€individual€jury€plan€reflects€Code,Ð ¦-ö(1 ÐCourts€Article,€ðð8„105.Ð |.Ì)2 Їà  àSubsection€(c)(2)€is€added€to€set€forth€the€manner€in€whichÐ ° Ðjury€lists€are€to€be€distributed€and€protected€againstÐ †Ö Ðunnecessary€dissemination€of€juror€informationòò.óóÐ \¬ ÐÌà  àSubsection€(c)(3)€is€added€to€clarify€the€circumstancesÐ ^ Ðunder€which€the€jury€list€becomes€part€of€the€case€record.Ð ä4 ÐÌà  àSubsections€(d)(1)€and€(2)€are€derived€from€former€sectionsÐ  à Ð(d)€and€(e),€with€substitution€of€the€terms€ð ðtrial€judgeðð€andÐ f ¶ Ðð ðjudgeðð€for€the€words€ð ðcourtðð€and€ð ðit,ðð€and€deletion€of€ð ðitself,ððÐ < Œ  Ðto€avoid€the€inference€that€a€majority€of€the€bench€must€concur;Ð  b  Ðaddition€of€the€term€ð ðqualifiedðð€to€modify€ð ðjurorsðð€to€reflectÐ è 8  Ðthe€addition€of€a€defined€term€ð ðqualified€jurorðð€in€Code,€CourtsÐ ¾  ÐArticle,€ðð8„101€and€to€distinguish€among€prospective,€qualified,Ð ”ä  Ðand€sworn€jurors;€and€substitution€of€the€word€ð ðarrayðð€for€theÐ jº  Ðword€ð ðpanelðð€for€internal€consistency€and€consistency€withÐ @  Ðrevised€Code,€Courts€Article,€Title€8.Ð f  ÐÌà  àSection€(e)€is€derived€from€former€section€(g),€withÐ Â Ðsubstitution€of€ð ðtrial€judgeðð€for€ð ðcourtðð€to€avoid€the€inferenceÐ ˜è Ðthat€a€majority€of€the€bench€must€concur€and€substitution€ofÐ n¾ Ðreferences€to€ð ðindividualsðð€for€the€references€to€ð ðjurorsðð€andÐ D” Ðð ðalternate€jurors,ðð€as€these€individuals€are€winnowed€from€amongÐ j Ðthe€ð ðqualified€jurorsðð€ð!ð€as€categorized€in€Code,€Courts€Article,Ð ð@ ÐTitle€8€ð!ð€but€are€not€yet€sworn€as€jurors.€€Accordingly,€inÐ Æ Ðsection€(e),€reference€to€ð ðremain€qualifiedðð€after€examination€isÐ œì Ðsubstituted€for€ð ðhave€qualified.ððÐ r ÐÌà  àSubsection€(f)(1)€is€derived€from€the€former€first€sentenceÐ n Ðof€section€(h),€with€substitution€of€ð ðindividualsðð€to€beÐ ôD ÐÔ_ÔimpanelledÔ_Ô€ð ðas€sworn€jurorsðð€for€ð ðjurors€and€any€alternates,ðð€asÐ Ê Ðthese€individuals€are€winnowed€from€among€the€ð ðqualified€jurorsððÐ  ð Ðð!ð€as€categorized€in€Code,€Courts€Article,€Title€8€ð!ð€but€are€notÐ vÆ  Ðyet€sworn€as€jurors;€and€with€the€addition€of€ð ðjuryðð€to€modifyÐ L œ! Ðthe€word€ð ðlistðð€for€internal€consistency.Ð "!r" ÐÌà  àSubsection€(f)(2)€is€derived€from€the€former€subsectionÐ Î"$ Ð(b)(1),€as€it€related€to€being€sworn€and€serving€as€a€swornÐ ¤#ô% Ðjuror.Ð z$Ê& ÐÌà  àSubsection€(f)(3)€is€derived€from€the€former€second€andÐ &&v!( Ðthird€sentences€of€subsection€(b)(3),€with€substitution€of€ð ðtheÐ ü&L") Ðtrial€judge€...€findsðð€for€ð ðbecomes€or€is€foundðð€and€theÐ Ò'"#* Ðsubstitution€of€ð ðthe€trial€judge€shall€dischargeðð€for€the€passiveÐ ¨(ø#+ Ðð ðshall€be€discharged,ðð€since€the€judgeððs€ruling€is€determinative.€Ð ~)Î$, ÐThe€substitution€also€avoids€the€inference€that€a€majority€of€theÐ T*¤%- Ðbench€must€concur.Ð *+z&. ÐÌà  àSection€(g)€is€derived€from€the€former€second€sentence€ofÐ Ö,&(0 Ðsection€(h),€with€substitution€of€ð ðtrial€judgeðð€for€ð ðcourtðð€toÐ ¬-ü(1 Ðavoid€the€inference€that€a€majority€of€the€bench€must€concur;Ð ‚.Ò)2 Ðaddition€of€the€word€ð ðswornðð€to€modify€ð ðjurorðð€to€distinguishÐ ° Ðamong€prospective,€qualified,€and€sworn€jurors€in€accordance€withÐ †Ö Ðrevised€Code,€Courts€Article,€Title€8;€and€substitution€ofÐ \¬ Ðð ðforepersonðð€for€ð ðforeman,ðð€to€reflect€the€Judiciaryððs€policy€toÐ 2‚ Ðuse€gender€neutral€words€where€practicable.Ð X ÐÔ‡Xø=XX Xü¿ÔÐ  Þ. ÐÔ#† Xü¿XXXø=„à#ÔÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€TRIAL€AND€SENTENCINGˆÐ X ÐÌÌà  àAMEND€Rule€4„313€by€adding€the€word€ð ðqualifiedðð€to€modifyÐ Š Ú ÐÌthe€word€ð ðjurorðð€in€subsections€(b)(1)€and€(b)(3),€as€follows:Ð 6 †  ÐÌÌRule€4-313.€€PEREMPTORY€CHALLENGES€Ð ¸  ÐÌÌÓÓ€€€.€.€.Ð :Š  Ѐ€(b)€€Exercise€of€ChallengesÐ æ6 Ѐ€€€(1)€€By€Alternating€ChallengesÐ ’â Ðà  à€€€€On€request€of€any€party€for€alternating€challenges,€theÐ >Ž Ðclerk€shall€call€each€òòqualifiedóó€juror€individually€in€the€orderÐ ê: Ðpreviously€designated€by€the€court.€€When€the€first€òòqualifiedóóÐ –æ Ðjuror€is€called,€the€State€shall€indicate€first€whether€thatÐ B’ Ðòòqualifiedóó€juror€is€challenged€or€accepted.€€When€the€secondÐ î> Ðòòqualifiedóó€juror€is€called,€the€defendant€shall€indicate€firstÐ šê Ðwhether€that€òòqualifiedóó€juror€is€challenged€or€accepted.€€When€theÐ F –! Ðthird€òòqualifiedóó€juror€is€called,€the€State€shall€again€indicateÐ ò!B# Ðfirst€whether€that€òòqualifiedóó€juror€is€challenged€or€accepted,€andÐ ž#î% Ðthe€selection€of€a€jury€shall€continue€with€challenges€beingÐ J%š ' Ðexercised€alternately€in€this€fashion€until€the€jury€has€beenÐ ö&F") Ðselected.€€Ð ¢(ò#+ Ðâ  €€(2)€€By€Simultaneous€Striking€from€a€ListÐ N*ž%- Ðà  à€€€€If€no€request€is€made€for€alternating€challenges,€eachÐ ° Ðparty€shall€exercise€its€challenges€simultaneously€by€strikingÐ \¬ Ðnames€from€a€copy€of€the€jury€list.€€Ð X Ðâ  €€(3)€€Remaining€ChallengesÐ ´  Ðà  à€€€€After€the€required€number€of€òòqualifiedóó€jurors€has€beenÐ ` ° Ðcalled,€a€party€may€exercise€any€remaining€peremptory€challengesÐ  \  Ðto€which€the€party€is€entitled€at€any€time€before€the€jury€isÐ ¸  Ðsworn,€except€that€no€challenge€to€the€first€12€òòqualifiedóó€jurorsÐ d´  Ðshall€be€permitted€after€the€first€alternate€juror€is€called.€€Ð `  Ѐ€€.€.€.Ð ¼  ÐÓÓà@hh#ìàòòREPORTERððS€NOTEóóˆÐ h¸ ÐÌà  àIn€subsections€(b)(1)€and€(3),€the€word€ð ðqualifiedðð€is€addedÐ d Ðto€modify€ð ðjurorðð€to€reflect€the€addition€of€a€defined€termÐ ê: Ðð ðqualified€jurorðð€in€Code,€Courts€Article,€ðð8„101,€to€distinguishÐ À Ðamong€prospective,€qualified,€and€sworn€jurors.Ð –æ ÐÔ#† Xü¿XX Xü¿Ûà#ÔÔ‡Xø=XX Xü¿ÔÐ  l¼ ÐÔ#† Xü¿XXXø=Rì#ÔÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€TRIAL€AND€SENTENCINGˆÐ X ÐÌÌÓÓà  àAMEND€Rule€4„314€by€changing€the€word€ð ðprospectiveðð€to€theÐ Š Ú Ðword€ð ðqualifiedðð€in€subsection€(b)(3),€as€follows:Ð 6 †  ÐÓÓÌRule€4-314.€€DEFENSE€OF€NOT€CRIMINALLY€RESPONSIBLE€Ð ¸  ÐÌÌÓÓ€€€.€.€.Ð :Š  Ѐ€(b)€€Procedure€for€Bifurcated€TrialÐ æ6 Ѐ€€€(1)€€GenerallyÐ ’â Ðà  à€€€€For€purposes€of€this€Rule,€a€bifurcated€trial€is€aÐ >Ž Ðsingle€continuous€trial€in€two€stages.€€Ð ê: Ѐ€€€(2)€€SequenceÐ –æ Ðà  à€€€€The€issue€of€guilt€shall€be€tried€first.€The€issue€ofÐ B’ Ðcriminal€responsibility€shall€be€tried€as€soon€as€practicableÐ î> Ðafter€the€jury€returns€a€verdict€of€guilty€on€any€charge.€TheÐ šê Ðtrial€shall€not€be€recessed€except€for€good€cause€shown.€€Ð F –! Ѐ€€€(3)€€Examination€of€JurorsÐ ò!B# Ðà  à€€€€The€court€shall€inform€ò òprospectiveó ó€òòqualifiedóó€jurorsÐ ž#î% Ðbefore€examining€them€pursuant€to€Rule€4-312€(d)€that€the€issuesÐ J%š ' Ðof€guilt€or€innocence€and€whether,€if€guilty,€the€defendant€isÐ ö&F") Ðcriminally€responsible€will€be€tried€in€two€stages.€€TheÐ ¢(ò#+ Ðexamination€of€ò òprospectiveó ó€òòqualifiedóó€jurors€shall€encompass€allÐ N*ž%- Ðissues€raised.€€Ð ú+J'/ Ѐ€€.€.€.Ð ¦-ö(1 ÐÓÓà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ° ÐÌà  àIn€subsection€(b)(3),€the€word€ð ðqualifiedðð€is€substitutedÐ \¬ Ðfor€the€former€word€ð ðprospectiveðð,€to€reflect€the€addition€ofÐ 2‚ Ðdefined€terms€ð ðprospective€jurorðð€and€ð ðqualified€jurorðð€in€Code,Ð X ÐCourts€Article,€ðð8„101.Ð Þ. ÐÔ#† Xü¿XX Xü¿©ì#ÔÔ‡Xø=XX Xü¿ÔÌÐ  ~ Î ÐÔ#† Xü¿XXXø=:õ#ÔÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€TRIAL€AND€SENTENCINGˆÐ X ÐÌÌà  àAMEND€Rule€4„326€by€deleting€language€from€section€(a),€byÐ Š Ú ÐÌadding€the€word€ð ðswornðð€to€modify€the€words€ð ðjurorðð€and€ð ðjurors,ððÐ 6 †  ÐÌby€adding€language€referring€to€alternates€and€by€makingÐ â 2  ÐÌstylistic€changes€in€section€(a),€and€by€adding€the€word€ð ðswornððÐ ŽÞ  ÐÌto€modify€the€word€ð ðjurorsðð€and€by€making€stylistic€changes€toÐ :Š  ÐÌsection€(b),€as€follows:Ð æ6 ÐÌÌRule€4„326.€€JURY€„€REVIEW€OF€EVIDENCE€„€COMMUNICATIONSÐ h¸ ÐÌÌÓÓ€€(a)€€Jurors'€NotesÐ ê: Ðà  à€€The€court€may,€and€ò òuponó ó€òòonóó€request€of€any€party€shall,Ð –æ Ðprovide€paper€notepads€for€use€by€òòswornóó€jurorsòò,€including€anyÐ B’ Ðalternates,óó€during€trial€and€deliberations.€€The€court€shallÐ î> Ðmaintain€control€over€the€jurorsðð€notes€during€the€trial€andÐ šê Ðpromptly€destroy€the€ò òjurorsððó ó€notes€after€the€trial.€€ò òA€juror'sÐ F –! Ðnotesó ó€òòÔ_ÔNotesÔ_Ôóó€may€not€be€reviewed€or€relied€upon€for€any€purpose€byÐ ò!B# Ðany€person€other€than€the€ò òjuroró ó€òòauthoróó.€€If€a€òòswornóó€juror€isÐ ž#î% Ðunable€to€use€a€notepad€because€of€a€disability,€the€court€shallÐ J%š ' Ðprovide€a€reasonable€accommodation.Ð ö&F") Ѐ€(b)€€Items€Taken€to€Jury€RoomÐ ¢(ò#+ Ѐ€€€€ò òJurorsó ó€òòSworn€jurorsóó€may€take€their€notes€with€them€when€theyÐ N*ž%- Ðretire€for€deliberation.€€Unless€the€court€for€good€cause€ordersÐ ú+J'/ Ðotherwise,€the€jury€may€also€take€the€charging€document€andÐ ¦-ö(1 Ðexhibits€ò òwhichó ó€òòthatóó€have€been€admitted€ò òintoó ó€òòinóó€evidence,€exceptÐ ° Ðthat€a€deposition€may€not€be€taken€into€the€jury€room€without€theÐ \¬ Ðagreement€of€all€parties€and€the€consent€of€the€court.€Ð X ÐElectronically€recorded€instructions€or€oral€instructions€reducedÐ ´  Ðto€writing€may€be€taken€into€the€jury€room€only€with€theÐ ` ° Ðpermission€of€the€court.€€On€request€of€a€party€or€on€the€court'sÐ  \  Ðown€initiative,€the€charging€documents€shall€reflect€only€thoseÐ ¸  Ðcharges€on€which€the€jury€is€to€deliberate.€€The€court€may€imposeÐ d´  Ðsafeguards€for€the€preservation€of€the€exhibits€and€the€safety€ofÐ `  Ðthe€ò òjurorsó ó€òòjuryóó.Ð ¼  ÐCross€reference:€€See€Rule€5„802.1€(e).Ð h¸ Ѐ€€.€.€.Ð d ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ –æ ÐÌà  àIn€sections€(a)€and€(b),€the€word€ð ðswornðð€is€added€to€modifyÐ B’ Ðð ðjurorðð€to€distinguish€among€prospective,€qualified,€and€swornÐ h Ðjurors.€€Accordingly,€in€section€(b),€the€word€ð ðjuryðð€isÐ î> Ðsubstituted€for€the€former€word€ð ðjurorsðð€to€avoid€awkwardÐ Ä Ðrepetition€of€ð ðsworn€jurorsðð.Ð šê ÐÌà  àIn€section€(a),€the€phrase€ð ðincluding€any€alternatesðð€isÐ F –! Ðadded€to€reflect€that€Rule€4„312€(f)(2)€requires€an€alternate€toÐ !l" Ðð ðtake€the€same€oathðð€as€other€sworn€jurors.à È àÐ ò!B# ÐÔ#† Xü¿XX Xü¿’õ#ÔÔ‡Xø=XX Xü¿ÔÐ  È"$ ÐÔ#† Xü¿XXXø=#ÔÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€TRIAL€AND€SENTENCINGˆÐ X ÐÌÌà  àAMEND€Rule€4„327€by€changing€the€word€ð ðforemanðð€to€the€wordÐ Š Ú ÐÌð ðforepersonðð€in€section€(a)€and€by€adding€the€word€ð ðswornðð€toÐ 6 †  ÐÌmodify€the€word€ð ðjurorsðð€in€section€(e),€as€follows:Ð â 2  ÐÌÌRule€4-327.€€VERDICT€„€JURY€Ð d´  ÐÌÌÓÓ€€(a)€€ReturnÐ æ6 Ðà  à€€The€verdict€of€a€jury€shall€be€unanimous€and€shall€beÐ ’â Ðreturned€in€open€court.€Ð >Ž Ѐ€(b)€€Sealed€VerdictÐ ê: Ðà  à€€With€the€consent€of€all€parties,€the€court€may€authorizeÐ –æ Ðthe€rendition€of€a€sealed€verdict€during€a€temporary€adjournmentÐ B’ Ðof€court.€€A€sealed€verdict€shall€be€in€writing€and€shall€beÐ î> Ðsigned€by€each€member€of€the€jury.€€It€shall€be€sealed€in€anÐ šê Ðenvelope€by€the€ò òforemanó ó€òòforepersonóó€of€the€jury€who€shall€write€onÐ F –! Ðthe€outside€of€the€envelope€"Verdict€Case€No.€........"€"State€ofÐ ò!B# ÐMaryland€vs.€...................."€and€deliver€the€envelope€toÐ ž#î% Ðthe€clerk.€€The€jury€shall€not€be€discharged,€but€the€clerk€shall€Ð J%š ' Ðpermit€the€jury€to€separate€until€the€court€is€again€in€sessionÐ ö&F") Ðat€which€time€the€jury€shall€be€called€and€the€verdict€opened€andÐ ¢(ò#+ Ðreceived€as€other€verdicts.€Ð N*ž%- Ѐ€€.€.€.€Ð ú+J'/ Ѐ€(e)€€Poll€of€JuryÐ ¦-ö(1 Ðà  à€€On€request€of€a€party€or€on€the€court's€own€initiative,Ð ° Ðthe€jury€shall€be€polled€after€it€has€returned€a€verdict€andÐ \¬ Ðbefore€it€is€discharged.€€If€the€òòswornóó€jurors€do€not€unanimouslyÐ X Ðconcur€in€the€verdict,€the€court€may€direct€the€jury€to€retireÐ ´  Ðfor€further€deliberation,€or€may€discharge€the€jury€if€satisfiedÐ ` ° Ðthat€a€unanimous€verdict€cannot€be€reached.€€Ð  \  Ѐ€€.€.€.Ð ¸  ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ :Š  ÐÌà  àIn€section€(b),€the€word€ð ðforepersonðð€is€substituted€forÐ æ6 Ðð ðforeman,ðð€to€reflect€the€Judiciaryððs€policy€to€use€genderÐ ¼  Ðneutral€words€where€practicable.Ð ’â ÐÌà  àIn€section€(e),€the€word€ð ðswornðð€is€added€to€modify€ð ðjurorsððÐ >Ž Ðto€distinguish€among€prospective,€qualified,€and€sworn€jurors.Ð d ÐÔ#† Xü¿XX Xü¿v#ÔÔ‡Xø=XX Xü¿ÔÌÐ  ´ ÐÔ#† Xü¿XXXø=’#Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@  ìàCHAPTER€600€„€CRIMINAL€INVESTIGATIONS€AND€ˆÐ X ÐÌà@LLìàMISCELLANEOUS€PROVISIONSˆÐ ´  ÐÌÌà  àAMEND€Rule€4„643€to€change€the€word€ð ðforemanðð€to€the€wordÐ 6 †  ÐÌð ðforepersonðð€in€section€(a),€as€follows:Ð â 2  ÐÌÌRule€4-643.€€SUBPOENA€Ð d´  ÐÌÌÓÓ€€(a)€€To€Appear€Before€the€Grand€JuryÐ æ6 Ðà  à€€Any€subpoena€to€appear€before€the€grand€jury€shall€beÐ ’â Ðissued:€(1)€by€the€clerk€of€a€circuit€court€on€request€of€theÐ >Ž ÐState's€Attorney€or€the€grand€jury;€or€(2)€by€the€grand€juryÐ ê: Ðthrough€its€ò òforemanó ó€òòforepersonóó€or€deputy€ò òforemanó ó€òòforepersonóó.€€TheÐ –æ Ðsubpoena€shall€contain€the€information€required€by€Rule€4-266Ð B’ Ð(a).€€Ð î> Ѐ€(b)€€Enforcement€-€Protective€OrderÐ šê Ðà  à€€A€subpoena€to€appear€before€the€grand€jury€or€pursuant€toÐ F –! ÐArticle€10,€ðð39A€is€enforceable€only€in€circuit€court€in€theÐ ò!B# Ðmanner€set€forth€in€Rule€4-266€(d)€and€the€witness€or€a€personÐ ž#î% Ðasserting€a€privilege€to€prevent€disclosure€by€the€witness€mayÐ J%š ' Ðapply€for€a€protective€order€pursuant€to€Rule€4-266€(c).€€Ð ö&F") ÐÓÓSource:€€This€Rule€is€new.€€Ð ¢(ò#+ ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ N*ž%- ÐÌà  àIn€section€(a),€the€word€ð ðforepersonðð€is€substituted€forÐ ú+J'/ Ðð ðforeman,ðð€to€reflect€the€Judiciaryððs€policy€to€use€genderÐ Ð, (0 Ðneutral€words€where€practicable.Ô‡Xø=XX Xü¿ÔÐ ¦-ö(1 ÐÐ |.Ì)2 ÐÔ#† Xü¿XXXø=6#ÔÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@´´!ìàTITLE€5€„€EVIDENCEˆÐ \¬ ÐÌà@ˆˆìàCHAPTER€600€„€WITNESSESˆÐ X ÐÌÌà  àAMEND€Rule€5„606€by€adding€the€word€ð ðswornðð€to€modify€theÐ Š Ú ÐÌword€ð ðjurorðð€in€section€(a)€and€subsections€(b)(1)€and€(b)(2),€byÐ 6 †  ÐÌdeleting€language€from€subsection€(b)(3)€and€making€styleÐ â 2  ÐÌchanges,€and€by€changing€the€word€ð ðpetitðð€to€the€word€ð ðtrialðð€andÐ ŽÞ  ÐÌadding€the€word€ð ðtrialðð€to€modify€the€word€ð ðjuryðð€in€section€(c),Ð :Š  ÐÌas€follows:Ð æ6 ÐÌÌRule€5-606.€€COMPETENCY€OF€JUROR€AS€WITNESS€Ð h¸ ÐÌÌÓÓ€€(a)€€At€the€TrialÐ ê: Ðà  à€€A€member€of€a€jury€may€not€testify€as€a€witness€beforeÐ –æ Ðthat€jury€in€the€trial€of€the€case€in€which€the€òòswornóó€juror€isÐ B’ Ðsitting.€€If€the€òòswornóó€juror€is€called€to€testify,€the€opposingÐ î> Ðparty€shall€be€afforded€an€opportunity€to€object€out€of€theÐ šê Ðpresence€of€the€jury.€€Ð F –! Ѐ€(b)€€Inquiry€into€Validity€of€VerdictÐ ò!B# Ѐ€€€(1)€€In€any€inquiry€into€the€validity€of€a€verdict,€a€òòswornóóÐ ž#î% Ðjuror€may€not€testify€as€to€(A)€any€matter€or€statement€occurringÐ J%š ' Ðduring€the€course€of€the€jury's€deliberations,€(B)€the€effect€ofÐ ö&F") Ðanything€upon€that€or€any€other€òòswornóó€juror's€mind€or€emotions€asÐ ¢(ò#+ Ðinfluencing€the€òòswornóó€juror€to€assent€or€dissent€from€theÐ N*ž%- Ðverdict,€or€(C)€the€òòswornóó€juror's€mental€processes€in€connectionÐ ú+J'/ Ðwith€the€verdict.€€Ð ¦-ö(1 Ѐ€€€(2)€€A€òòswornóó€juror's€affidavit€or€evidence€of€any€statementÐ ° Ðby€the€juror€concerning€a€matter€about€which€the€juror€would€beÐ \¬ Ðprecluded€from€testifying€may€not€be€received€for€these€purposes.€Ð X Ѐ€€€(3)€€ò òA€juror's€notesó ó€òòÔ_ÔNotesÔ_Ôóó€made€ò òin€accordance€withó ó€òòunderóó€RuleÐ ´  Ð2-521€(a)€or€Rule€4-326€(a)€may€not€be€used€to€impeach€a€verdict.€Ð ` ° Ѐ€(c)€€"Verdict"€DefinedÐ  \  Ðà  à€€€For€purposes€of€this€Rule,€"verdict"€means€(1)€a€verdictÐ ¸  Ðreturned€by€a€ò òpetitó ó€òòtrialóó€jury€or€(2)€a€sentence€returned€by€aÐ d´  Ðòòtrialóó€jury€in€a€sentencing€proceeding€conducted€pursuant€to€Code,Ð `  ÐCriminal€Law€Article,€ðð2-303€or€òòððóó2-304.€€Ð ¼  ÐÓÓCommittee€note:€€This€Rule€does€not€address€or€affect€the€secrecyÐ h¸ Ðof€grand€jury€proceedings.€€Ð >Ž ÐÌSource:€€This€Rule€is€derived€in€part€from€Ô_ÔF.R.EvÔ_Ô.€606.€€Ð ê: ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ l¼ ÐÌà  àIn€sections€(a)€and€(b),€the€word€ð ðswornðð€is€added€to€modifyÐ h Ðð ðjurorsðð€to€distinguish€among€prospective,€qualified,€and€swornÐ î> Ðjurors.Ð Ä ÐÌà  àIn€subsection€(b)(3),€the€word€ð ðunderðð€is€substituted€forÐ pÀ  Ðð ðin€accordance€withðð€to€cover€all€notes€whether€made€inÐ F –! Ðaccordance€with€or€contravention€of€the€referenced€rules.Ð !l" ÐÌà  àIn€section€(c),€ð ðtrial€juryðð€is€substituted€for€ð ðpetitÐ È"$ Ðjury,ðð€in€accordance€with€the€Council€on€Jury€Use€andÐ ž#î% ÐManagementððs€preference€for€language€more€understandable€to€theÐ t$Ä& Ðpublic.Ð J%š ' ÐÔ#† Xü¿XX Xü¿¢#ÔÔ‡Xø=XX Xü¿ÔÐ   &p!( ÐÔ#† Xü¿XXXø=Ð&#ÔÔ‡Xø=XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà  àà ` àà ¸ àà  àà h àà À à€€àHP P °àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ D” ÐÌà  àà ` àà ¸ àà  àà h àà À à€€àHḬ̀àCHAPTER€100€„€COURT€ADMINISTRATIVE€STRUCTURE,€JUDICIAL€ˆÐ Ø( ÐÌà@$ìàDUTIES,€ETC.ˆÐ l ¼ ÐÌÌÌà  àAMEND€Rule€16„107€to€amend€the€title€of€the€Rule€and€toÐ ” ä  ÐÌdelete€section€b.,€as€follows:Ð (x  ÐÌÌRule€16-107.€€òòSINGLE€TERM€OFóó€COURT€ò òAND€JURY€TERMSó ó€Ð †Ö  ÐÌÌÓÓ€€ò òa.€€Term€of€Court.ó óÐ ä4 Ðà  à€For€accounting€and€statistical€reporting€purposes,€eachÐ xÈ Ðcircuit€court€shall€hold€a€single€term€each€year€beginning€onÐ  \ ÐJuly€1€and€ending€on€the€following€June€30.€€Ð  ð Ѐ€ò òb.€€Term€of€Jury.ó óÐ 4„ Ðà  à€ò òThe€County€Administrative€Judge€shall€set€the€terms€of€theÐ È Ðpetit€and€grand€juries€for€that€county€in€the€juror€selectionÐ \¬ Ðplan€authorized€by€Code,€Courts€Article,€ðð8-201.ó ó€€Ð ð@  ÐSource:€€This€Rule€is€òòderived€fromóó€former€Rule€1206.Ð „Ô" ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ â!2% ÐÌà  àFormer€section€b€is€deleted€as€inaccurate€as€the€circuitÐ v#Æ' Ðcourt,€rather€than€the€County€Administrative€Judge,€adopts,€andÐ @$( Ðmodifies,€the€jury€plan,€and€Code,€Courts€Article,€ðð8„207€(a)Ð  %Z ) Ðprovides€for€the€plan€to€specify€intervals€for€creation€of€jurorÐ Ô%$!* Ðpools€ð!ð€rather€than€ð ðtermsðð.Ð ž&î!+ ÐÔ#† Xü¿XXXø=''#ÔÔ‡Xø=XX Xü¿ÔÐ  h'¸", ÐÔ#† Xü¿XXXø=š.#ÔÑ€OYÑà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@Œ Œ ìàTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@  ìàCHAPTER€1000€„€ACCESS€TO€COURT€RECORDSˆÐ X ÐÌÌà  àAMEND€Rule€16„1004€Ô‡ Xü¿XX Xü¿Ôby€expanding€subsection€(b)(2)€to€allowÐ Š Ú ÐÌdisclosure€of€certain€information€about€jurors€under€certainÐ 6 †  ÐÌcircumstancesÔ#† Xü¿XX Xü¿0#Ô,€as€follows:Ð â 2  ÐÌÌRule€16-1004.€€ACCESS€TO€NOTICE,€ADMINISTRATIVE,€AND€BUSINESSÐ d´  ÐÌLICENSE€RECORDSÐ `  ÐÌÌÓÓ€€(a)€€Notice€RecordsÐ ’â Ðà  à€€A€custodian€may€not€deny€inspection€of€a€notice€recordÐ >Ž Ðthat€has€been€recorded€and€indexed€by€the€clerk.€€Ð ê: Ѐ€(b)€€Administrative€and€Business€License€RecordsÐ –æ Ѐ€€€(1)€Except€as€otherwise€provided€by€the€Rules€in€thisÐ B’ ÐChapter,€the€right€to€inspect€administrative€and€business€licenseÐ î> Ðrecords€is€governed€by€Code,€State€Government€Article,€ðððð10-611Ð šê Ðthrough€10-626.€€Ð F –! Ѐ€€€(2)€òò(A)óó€ò òExcept€as€provided€by€Code,€Courts€Article,€ðð8-212Ð ò!B# Ð(b)€or€(c),€aó ó€òòÔ_ÔAÔ_Ôóó€custodian€shall€deny€inspection€of€anÐ ž#î% Ðadministrative€record€used€by€the€jury€commissioner€ò òor€clerkó ó€inÐ J%š ' Ðò òconnection€withó ó€the€jury€selection€processò ò.€€Except€as€otherwiseÐ ö&F") Ðprovided€by€court€order,€a€custodian€may€not€deny€inspection€of€Ð ¢(ò#+ Ða€jury€list€sent€to€the€court€pursuant€to€Rules€2-512€or€4-312Ð N*ž%- Ðâ âafter€theòòóó€jury€has€been€empaneled€and€sworn.ó óòò,€except€(Ô_ÔiÔ_Ô)€as€aÐ ú+J'/ ÐÑOYaÑâ âѰ°Ñâ âÑ  Ñtrial€judge€orders€in€connection€with€a€challenge€under€Code,Ð ° ÐCourts€Article,€ðððð8„408€and€8„409;€and€(ii)€as€provided€in€(B)€Ð \¬ Ðâ âand€(C)€of€this€subsection.óóÐ X Ðà  à€òò(B)€A€custodian€shall,€upon€request,€disclose€the€names€andÐ ´  Ðzip€codes€of€the€sworn€jurors€contained€on€a€jury€list€after€theÐ ` ° Ðjury€has€been€impaneled€and€sworn,€unless€otherwise€ordered€byÐ  \  Ðthe€trial€judge.óóÐ ¸  Ðà  à€òò(C)€After€a€source€pool€of€qualified€jurors€has€beenÐ d´  Ðemptied€and€re„created€in€accordance€with€Code,€Courts€Article,Ð `  Ððð8„207,€and€after€every€person€selected€to€serve€as€a€juror€fromÐ ¼  Ðthat€pool€has€completed€the€personððs€service,€a€trial€judgeÐ h¸ Ðshall,€upon€request,€disclose€the€name,€zip€code,€age,€sex,Ð d Ðeducation,€occupation,€and€spouseððs€occupation€of€each€personÐ À Ðwhose€name€was€selected€from€that€pool€and€placed€on€a€jury€list,Ð l¼ Ðunless,€in€the€interest€of€justice,€the€trial€judge€determinesÐ h Ðthat€this€information€remain€confidential€in€whole€or€in€part.óóÐ Ä Ðòòóó€€€€€€òò(D)€A€jury€commissioner€may€provide€jury€lists€to€theÐ pÀ  ÐHealth€Care€Alternative€Dispute€Resolution€Office€as€required€byÐ !l" Ðthat€Office€in€carrying€out€its€duties,€subject€to€that€OfficeÐ È"$ Ðadopting€regulations€to€ensure€against€improper€dissemination€ofÐ t$Ä& Ðjuror€data.óóÐ  &p!( Ѐ€€€€€òò(E)€At€intervals€acceptable€to€the€jury€commissioner,€aÐ Ì'#* Ðjury€commissioner€shall€provide€the€State€Board€of€Elections€andÐ x)È$, ÐState€Motor€Vehicle€Administration€with€data€about€prospective,Ð $+t&. Ðqualified,€or€sworn€jurors€needed€to€correct€erroneous€orÐ Ð, (0 Ðobsolete€information,€such€as€that€related€to€a€death€or€changeÐ |.Ì)2 Ðof€address,€subject€to€the€Boardððs€and€Administrationððs€adoptionÐ ° Ðof€regulations€to€ensure€against€improper€dissemination€of€jurorÐ \¬ Ðdata.óóÐ X Ѐ€€.€.€.Ð ´  ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ 6 †  ÐÌà  àTo€conform€to€recent€statutory€changes,€several€RulesÐ â 2  Ðpertaining€to€jury€trials€have€been€proposed€for€modification.€Ð ¸  ÐRules€2„512€and€4„312€have€been€proposed€to€be€changed€to€requireÐ ŽÞ  Ðthe€jury€list€to€include€the€addresses€of€qualified€jurors€and€toÐ d´  Ðstate€that€any€need€for€additional€information€regarding€jurorsÐ :Š  Ðis€to€be€set€by€rule€and€not€by€individual€jury€plan.€€TheÐ `  Ðproposed€changes€to€Rule€16„1004€include€language€stating€thatÐ æ6 Ðthe€jury€commissioner€shall€provide€a€jury€list€as€required€underÐ ¼  ÐRules€2„512€and€4„312€and€that€a€custodian€may€disclose€only€theÐ ’â Ðnames€of€sworn€jurors.€€Eric€Lieberman,€Esq.,€counsel€to€theÐ h¸ ÐòòWashington€Postóó,€expressed€a€concern€that€access€to€jurorÐ >Ž Ðinformation€would€be€too€limited€by€the€changes€to€Rule€16„1004Ð d Ðthat€originally€had€been€proposed.€€He€has€requested€thatÐ ê: Ðlanguage€be€added€to€section€(b)€of€Rule€16„1004€providing€that€aÐ À Ðjudge€may€order€inspection€of€an€administrative€record€used€byÐ –æ Ðthe€jury€commissioner€and€that€after€the€pool€of€qualified€jurorsÐ l¼ Ðhas€been€emptied€and€all€jurors€have€completed€their€service,Ð B’ Ðupon€request,€a€trial€judge€shall€disclose€information€about€theÐ h Ðjurors€unless,€in€the€interest€of€justice,€the€judge€determinesÐ î> Ðthat€this€information€should€remain€confidential.€€The€requestedÐ Ä Ðnew€language€also€provides€that€a€custodian€shall€disclose€theÐ šê Ðnames€and€zip€codes€of€the€sworn€jurors,€unless€otherwise€orderedÐ pÀ  Ðby€the€trial€judge.Ð F –! ÐÌÌÔ‡Xø=XX Xü¿ÔÌÐ  ’#â% ÐÔ#† Xü¿XXXø=“G#ÔÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@   ìàAPPENDIX:€THE€MARYLAND€LAWYERSðð€RULES€OF€PROFESSIONAL€CONDUCTˆÐ \¬ ÐÌà@  &ìàADVOCATEˆÐ X ÐÌÌà  àAMEND€Appendix:€the€Maryland€Lawyersðð€Rules€of€ProfessionalÐ Š Ú ÐÌConduct,€Rule€3.5€to€delete€language€from€paragraph€(a)(1),€toÐ 6 †  ÐÌadd€the€words€ð ðqualifiedðð€and€ð ðswornðð€to€modify€the€word€ð ðjurorððÐ â 2  ÐÌin€paragraph€(a)(1),€to€delete€language€from€paragraph€(a)(2),Ð ŽÞ  ÐÌto€delete€language€from€paragraph€(a)(5),€to€add€the€word€ð ðjuryððÐ :Š  ÐÌto€modify€the€word€ð ðmemberðð€and€to€change€the€word€ð ðjurorðð€to€theÐ æ6 ÐÌwords€ð ðjury€memberðð€in€paragraph€(a)(5),€and€to€add€the€wordsÐ ’â ÐÌð ðqualifiedðð€and€ð ðswornðð€to€modify€the€word€ð ðjurorðð€in€paragraphÐ >Ž Ðà  àà ` àà ¸ àà  àà h àà À àà  àà p àà È àà  àÌ(a)(6)€and€paragraph€(b),€as€follows:Ð ê: ÐÌÌRule€3.5.€€IMPARTIALITY€AND€DECORUM€OF€THE€TRIBUNAL€Ð l¼ ÐÌÌÓÓ€€(a)€€A€lawyer€shall€not:€€Ð î> Ѐ€€€(1)€seek€to€influence€a€judge,€òòprospective,€qualified,€orÐ šê Ðswornóó€juror,€ò òprospective€juror,ó ó€or€other€official€by€meansÐ F –! Ðprohibited€by€law;€€Ð ò!B# Ѐ€€€(2)€before€the€trial€of€a€case€with€which€the€lawyer€isÐ ž#î% Ðconnected,€communicate€outside€the€course€of€official€proceedingsÐ J%š ' Ðwith€anyone€known€to€the€lawyer€to€be€on€the€òòjuryóó€list€ò òfrom€whichÐ ö&F") Ðthe€jurors€will€be€selectedó ó€for€ò òtheó ó€trial€of€the€case;€€Ð ¢(ò#+ Ѐ€€€(3)€during€the€trial€of€a€case€with€which€the€lawyer€isÐ N*ž%- Ðconnected,€communicate€outside€the€course€of€official€proceedingsÐ ú+J'/ Ðwith€any€member€of€the€jury;€€Ð ¦-ö(1 Ѐ€€€(4)€during€the€trial€of€a€case€with€which€the€lawyer€is€notÐ ° Ðconnected,€communicate€outside€the€course€of€official€proceedingsÐ \¬ Ðwith€any€member€of€the€jury€about€the€case;€€Ð X Ѐ€€€(5)€after€discharge€of€a€jury€from€further€consideration€of€aÐ ´  Ðcase€with€which€the€lawyer€is€connected,€ask€questions€of€or€makeÐ ` ° Ðcomments€to€a€òòjuryóó€member€ò òof€that€juryó ó€that€are€calculated€toÐ  \  Ðharass€or€embarrass€the€ò òjuroró ó€òòjury€memberóó€or€to€influence€theÐ ¸  Ðò òjuror'só ó€òòjury€memberððsóó€actions€in€future€jury€service;€€Ð d´  Ѐ€€€(6)€conduct€a€vexatious€or€harassing€investigation€of€anyÐ `  Ðòòprospective,€qualified,€or€swornóó€juror€ò òor€prospective€juroró ó;€€Ð ¼  Ѐ€€€(7)€communicate€ex€parte€about€an€adversary€proceeding€withÐ h¸ Ðthe€judge€or€other€official€before€whom€the€proceeding€isÐ d Ðpending,€except€as€permitted€by€law;€€Ð À Ѐ€€€(8)€discuss€with€a€judge€potential€employment€of€the€judge€ifÐ l¼ Ðthe€lawyer€or€a€firm€with€which€the€lawyer€is€associated€has€aÐ h Ðmatter€that€is€pending€before€the€judge;€or€€Ð Ä Ѐ€€€(9)€engage€in€conduct€intended€to€disrupt€a€tribunal.€€Ð pÀ  Ѐ€(b)€€A€lawyer€who€has€knowledge€of€any€violation€of€ò òsectionó óÐ !l" Ðòòparagraphóó€(a)€of€this€Rule,€any€improper€conduct€by€aÐ È"$ Ðòòprospective,€qualified,€or€swornóó€juror€ò òor€prospective€juror,ó ó€orÐ t$Ä& Ðany€improper€conduct€by€another€towards€a€ò òjuror€oró ó€prospectiveòò,Ð  &p!( Ðqualified,€or€swornóó€juror,€shall€report€it€promptly€to€the€courtÐ Ì'#* Ðor€other€appropriate€authority.€€Ð x)È$, ÐÓÓà@HH'ìàCOMMENTˆÐ $+t&. ÐÌ€€€€€[1]€Many€forms€of€improper€influence€upon€a€tribunal€areÐ Ð, (0 Ðproscribed€by€criminal€law.€€Others€are€specified€in€Rule€16-813,Ð ¦-ö(1 ÐMaryland€Code€of€Judicial€Conduct,€with€which€an€advocate€shouldÐ |.Ì)2 Ðbe€familiar.€€A€lawyer€is€required€to€avoid€contributing€to€aÐ ° Ðviolation€of€such€provisions.€€Ð †Ö ÐÌ€€€€€[2]€The€advocate's€function€is€to€present€evidence€andÐ 2‚ Ðargument€so€that€the€cause€may€be€decided€according€to€law.€Ð X ÐRefraining€from€abusive€or€obstreperous€conduct€is€a€corollary€ofÐ Þ. Ðthe€advocate's€right€to€speak€on€behalf€of€litigants.€€A€lawyerÐ ´  Ðmay€stand€firm€against€abuse€by€a€judge€but€should€avoidÐ Š Ú Ðreciprocation;€€the€judge's€default€is€no€justification€forÐ ` ° Ðsimilar€dereliction€by€an€advocate.€€An€advocate€can€present€theÐ 6 †  Ðcause,€protect€the€record€for€subsequent€review€and€preserveÐ  \  Ðprofessional€integrity€by€patient€firmness€no€less€effectivelyÐ â 2  Ðthan€by€belligerence€or€theatrics.€€Ð ¸  ÐÌ€€€€€[3]€With€regard€to€the€prohibition€in€ò òsubsectionó ó€òòparagraphóóÐ d´  Ð(a)(2)€of€this€Rule€against€communications€with€anyone€on€"theÐ :Š  Ðòòjuryóó€list€ò òfrom€which€the€jurors€will€be€selectedó ó,"€see€Md.€RulesÐ `  Ð2-512€(c)€and€4-312€(c).€€Ð æ6 ÐÌò òModel€Rules€Comparisonó ó.„„€Rule€3.5€retains€the€former€MarylandÐ ’â ÐRule€text€and€comments,€except€that€paragraph€(a)(8)€is€new€andÐ vÆ Ðthe€reference€in€Comment€[1]€is€to€the€Code€of€Judicial€Conduct.€Ð Lœ ÐChanges€in€ABA€Model€Rule€3.5€were€not€adopted.€€€Ð "r ÐÌÌà@¤¤#ìàòòREPORTERS€NOTEóóˆÐ ¤ô ÐÌà  àIn€paragraphs€(a)(1)€and€(6)€and€(b),€references€toÐ P  Ðð ðprospective,€qualified,€or€sworn€jurorðð€is€substituted€for€theÐ &v Ðformer€references€to€ð ðjuror,€prospective€juror,ðð€to€conform€toÐ üL Ðthe€terminology€in€Code,€Courts€Article,€Title€8.Ð Ò" ÐÌà  àIn€paragraph€(a)(2)€and€the€Comment,€references€to€the€ð ðjuryÐ ~Î  Ðlistðð€are€substituted€for€the€former€references€to€the€ð ðlist€fromÐ T ¤! Ðwhich€the€jurors€will€be€selected,ðð€for€brevity€and€consistencyÐ *!z" Ðwith€Rules€2„512€and€4„312.Ð "P# ÐÌà  àIn€paragraph€(a)(5),€references€to€a€ð ðjury€memberðð€areÐ ¬#ü% Ðsubstituted€for€the€former€references€to€a€ð ðmember€of€that€jury,ððÐ ‚$Ò& Ðð ðjuror,ðð€and€ð ðjurorððs,ðð€for€consistency.Ð X%¨ ' ÐÔ#† Xü¿XX Xü¿ëG#ÔÔ‡Xø=XX Xü¿ÔÐ  .&~!( ÐÔ_ÔÔ#† Xü¿XXXø=÷b#ÔÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàAPPENDIX:€MARYLAND€CODE€OF€CONDUCT€FOR€COURT€INTERPRETERSˆÐ \¬ ÐÌÌÌà  àAMEND€Appendix:€Maryland€Code€of€Conduct€for€CourtÐ ´  ÐÌInterpreters,€Canon€3€to€add€the€words€ð ðprospective,€qualified,Ð ` ° ÐÌor€swornðð€to€modify€the€word€ð ðjurorsðð€to€the€Commentary,€asÐ  \  ÐÌfollows:Ð ¸  ÐÌÌà@èèìàMARYLAND€CODE€OF€CONDUCT€FOR€COURT€INTERPRETERSˆÐ :Š  ÐÌ€€€.€.€.ò òÐ æ6 ÐÌÌà@HH'ìàCanon€3ˆà p àà È àà  àÐ „Ô Ðà  àà ` àà ¸ àà  àà h àà À àÌà@44ìàImpartiality€and€Avoidance€of€Conflict€of€Interestó óˆÐ Lœ ÐÌòòÌÓÓà  àInterpreters€shall€be€impartial€and€unbiased€and€shallÐ â2 Ðrefrain€from€conduct€that€may€give€an€appearance€of€bias.Ð šê ÐInterpreters€shall€disclose€any€real€or€perceived€conflict€ofÐ R¢ Ðinterest.óóÐ  Z ÐÌà@””%ìàòòCommentaryˆÐ n"¾# ÐóóÓÓà  àThe€interpreter€serves€as€an€officer€of€the€court,€and€theÐ $j% Ðinterpreter's€duty€in€a€court€proceeding€is€to€serve€the€courtÐ ð$@ & Ðand€the€public€to€which€the€court€is€a€servant.€This€is€trueÐ Æ%!' Ðregardless€of€whether€the€interpreter€is€retained€publicly€atÐ œ&ì!( Ðgovernment€expense€or€privately€at€the€expense€of€one€of€theÐ r'Â") Ðparties.€€Ð H(˜#* Ðò òÌó óÌà  àInterpreters€should€avoid€any€conduct€or€behavior€thatÐ Ø*(&- Ðpresents€the€appearance€of€favoritism€toward€any€of€the€parties.Ð ®+þ&. ÐInterpreters€should€maintain€professional€relationships€with€theÐ „,Ô'/ Ðparticipants€and€should€not€take€an€active€part€in€any€of€theÐ Z-ª(0 Ðproceedings.Ð  0.€)1 Ðà  àDuring€the€course€of€the€proceedings,€interpreters€shouldÐ ° Ðnot€converse€with€parties,€witnesses,€òòprospective,€qualified,€orÐ †Ö Ðswornóó€jurors,€attorneys,€or€law€enforcement€officers€or€withÐ \¬ Ðfriends€or€relatives€of€any€party,€except€in€the€discharge€ofÐ 2‚ Ðofficial€functions.€It€is€especially€important€that€interpretersÐ X Ðwho€are€familiar€with€courtroom€personnel€refrain€from€casual€andÐ Þ. Ðpersonal€conversations€that€may€convey€an€appearance€of€a€specialÐ ´  Ðrelationship€with€or€partiality€to€any€of€the€court€participants.Ð Š Ú ÐÌ€€€.€.€.Ð 6 †  ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ¸  ÐÌà  àIn€the€Comment,€the€words€ð ðprospective,€qualified,€andÐ d´  Ðswornðð€are€added€to€modify€ð ðjurors,ðð€to€emphasize€that€all€threeÐ :Š  Ðcategories€of€jurors€are€covered€by€the€statement.Ô#† Xü¿XX Xü¿^c#ÔÔ‡Xø=XX Xü¿ÔÐ `  ÐÔ#† Xü¿XXXø=‘o#ÔÔ‡ Xü¿XX Xü¿ÔÐ  æ6 Ðà@˜ ˜ ìàÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€TRIAL€AND€SENTENCINGˆÐ X ÐÌÌÓÓà  àAMEND€Rule€4„301€to€provide€for€discovery€under€Rule€4„263Ð Š Ú Ðunder€certain€circumstances€and€for€discovery€under€Rule€Ð 6 †  Ð4„262€in€all€other€actions€transferred€to€a€circuit€court€upon€aÐ â 2  Ðjury€trial€demand€under€this€Rule,€as€follows:Ð ŽÞ  ÐÓÓÌRule€4-301.€€BEGINNING€OF€TRIAL€IN€DISTRICT€COURT€Ð `  ÐÌÌÓÓ€€(a)€€Initial€ProceduresÐ ’â Ðà  à€€Immediately€before€beginning€a€trial€in€District€Court,Ð >Ž Ðthe€court€shall€(1)€make€certain€the€defendant€has€been€furnishedÐ ê: Ða€copy€of€the€charging€document;€(2)€inform€the€defendant€of€eachÐ –æ Ðoffense€charged;€(3)€inform€the€defendant,€when€applicable,€ofÐ B’ Ðthe€right€to€trial€by€jury;€(4)€comply€with€Rule€4-215,€ifÐ î> Ðnecessary;€and€(5)€thereafter,€call€upon€the€defendant€to€pleadÐ šê Ðto€each€charge.€€Ð F –! Ѐ€(b)€€Demand€for€Jury€TrialÐ ò!B# Ѐ€€€(1)€€Form€and€Time€of€DemandÐ ž#î% Ðà  à€€€€A€demand€in€the€District€Court€for€a€jury€trial€shall€beÐ J%š ' Ðmade€either€€Ð ö&F") Ðà  à€(A)€in€writing€and,€unless€otherwise€ordered€by€the€courtÐ ¢(ò#+ Ðor€agreed€by€the€parties,€filed€no€later€than€15€days€before€theÐ N*ž%- Ðâ âscheduled€trial€date,€or€€Ð ú+J'/ Ðà  à€(B)€in€open€court€on€the€trial€date€by€the€defendant€andÐ ° Ðâ âthe€defendant's€counsel,€if€any.€€Ð \¬ Ѐ€€€(2)€€Procedure€Following€DemandÐ X Ðà  à€€€€Upon€a€demand€by€the€defendant€€for€jury€trial€thatÐ ´  Ðdeprives€the€District€Court€of€jurisdiction€pursuant€to€law,€theÐ ` ° Ðclerk€may€serve€a€circuit€court€summons€on€the€defendantÐ  \  Ðrequiring€an€appearance€in€the€circuit€court€at€a€specified€dateÐ ¸  Ðand€time.€€The€clerk€shall€promptly€transmit€the€case€file€to€theÐ d´  Ðclerk€of€the€circuit€court,€who€shall€then€file€the€chargingÐ `  Ðdocument€and,€if€the€defendant€was€not€served€a€circuit€courtÐ ¼  Ðsummons€by€the€clerk€of€the€District€Court,€notify€the€defendantÐ h¸ Ðto€appear€before€the€circuit€court.€€The€circuit€court€shallÐ d Ðproceed€in€accordance€with€Rule€4-213€(c)€as€if€the€appearanceÐ À Ðwere€by€reason€of€execution€of€a€warrant.€€Thereafter,€except€forÐ l¼ Ðthe€requirements€of€Code,€Criminal€Procedure€Article,€ðð6-103€andÐ h ÐRule€4-271€(a),€or€unless€the€circuit€court€orders€otherwise,Ð Ä Ðpretrial€procedures€shall€be€governed€by€the€rules€in€this€TitleÐ pÀ  Ðapplicable€in€the€District€Court.€€Ð !l" Ѐ€òò(c)€€DiscoveryóóÐ È"$ Ðà  à€€òòDiscovery€in€an€action€transferred€to€a€circuit€court€uponÐ t$Ä& Ða€jury€trial€demand€made€in€accordance€with€subsection€(b)(1)(A)Ð  &p!( Ðof€this€Rule€is€governed€by€Rule€4„263.€€In€all€other€actionsÐ Ì'#* Ðtransferred€to€a€circuit€court€upon€a€jury€trial€demand,Ð x)È$, Ðdiscovery€is€governed€by€Rule€4„262.óóÐ $+t&. ÐÓÓSource:€€This€Rule€is€derived€as€follows:€€Ð Ð, (0 Ѐ€Section€(a)€is€derived€from€former€Ô_ÔM.D.R.Ô_Ô€751.€€Ð ¦-ö(1 Ѐ€Section€(b)€is€new.Ð |.Ì)2 Ѐ€òòSection€(c)€is€new.óó€€Ð ° ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ \¬ ÐÌà  àRule€4„301€is€proposed€to€be€amended€to€provide€thatÐ X Ðdiscovery€under€Rule€4„263€(Discovery€in€Circuit€Court)€isÐ Þ. Ðavailable€in€cases€transferred€to€a€circuit€court€upon€a€juryÐ ´  Ðtrial€demand€only€when€the€demand€is€made€in€accordance€withÐ Š Ú Ðsubsection€(b)(1)(A)€of€Rule€4„301,€i.e.,€only€when€a€writtenÐ ` ° Ðdemand€is€filed€no€later€than€15€days€before€a€scheduled€trialÐ 6 †  Ðdate.€€In€all€other€cases€transferred€pursuant€to€Rule€4„301,Ð  \  Ðdiscovery€is€governed€by€Rule€4„262€(Discovery€in€DistrictÐ â 2  ÐCourt).Ô#† Xü¿XX Xü¿èo#ÔÐ ¸  ÐÐ  ŽÞ  Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@0 0 ìàCHAPTER€200€„€PRETRIAL€PROCEDURESˆÐ X ÐÌÌà  àAMEND€Rule€4„263€to€require€each€party€to€exercise€dueÐ Š Ú ÐÌdiligence€in€identifying€material€and€information€to€be€Ð 6 †  ÐÌdisclosed,€to€extend€the€obligations€of€the€parties€under€theÐ â 2  ÐÌRule€to€staff€members€of€the€defendant€and€certain€others,€toÐ ŽÞ  ÐÌÔ_ÔreletterÔ_Ô€the€sections,€to€add€a€cross€reference€following€sectionÐ :Š  ÐÌÒ„°Ò(a),€to€add€to€section€(b)€a€required€disclosure€of€certain€witnessÐ æ6 ÐÌÒ°„Òstatements,€to€delete€the€requirement€of€a€request€by€theÐ ’â ÐÌdefendant€from€the€provision€concerning€the€Stateððs€obligation€toÐ >Ž ÐÌdisclose€the€identity€of€certain€witnesses,€to€add€language€toÐ ê: ÐÌsubsection€(b)(1)€referring€to€a€certain€statute€and€Rule,€toÐ –æ ÐÌclarify€the€disclosure€obligation€of€the€Stateððs€Attorney€underÐ B’ ÐÌsubsections€(b)(2)€and€(3),€to€add€a€Committee€note€and€crossÐ î> ÐÌreference€following€section€(b),€to€add€to€subsection€(c)(1)€aÐ šê ÐÌprovision€concerning€the€Stateððs€consultation€with€an€expert,Ô‡ Xü¿XX Xü¿Ô€toÐ F –! ÐÌadd€to€subsection€(c)(2)(B)€requirements€concerning€an€expertÐ ò!B# ÐÌthat€the€defendant€expects€to€call€as€a€witness€at€a€hearing€orÐ ž#î% ÐÌtrial,€to€add€a€new€subsection€(c)(2)(D)€concerning€disclosure€ofÐ J%š ' ÐÌthe€defendantððs€character€witnesses,€to€expand€the€definitionÐ ö&F") ÐÌof€ð ðwork€productðð€in€subsection€(d)(1),€to€change€the€timeÐ ¢(ò#+ ÐÌallowed€in€section€(e)€for€the€Stateððs€initial€disclosureÐ N*ž%- ÐÌpursuant€to€section€(b),€to€add€the€phrase€ð ðor€requiredðð€toÐ ú+J'/ ÐÌsection€(f),€to€provide€generally€that€there€is€no€requirement€toÐ ¦-ö(1 ÐÐ |.Ì)2 Ðfile€discovery€material€with€the€court,€to€require€the€filing€ofÐ ° ÐÌa€notice€by€the€party€generating€discovery€material€and€retentionÐ \¬ ÐÌof€the€material€for€a€period€of€time€if€the€material€is€not€filedÐ X ÐÌwith€the€court,€to€require€the€filing€of€a€statement€if€theÐ ´  ÐÌparties€agree€to€provide€discovery€or€disclosures€in€a€mannerÐ ` ° ÐÌdifferent€than€set€forth€in€the€Rule,€to€clarify€provisionsÐ  \  ÐÌpertaining€to€protective€orders,€to€add€a€provision€pertaining€toÐ ¸  ÐÌdisqualification€of€witnesses,€and€to€make€certain€stylisticÐ d´  ÐÌchanges,€as€follows:Ð `  ÐÌÌRule€4-263.€€DISCOVERY€IN€CIRCUIT€COURT€Ð ’â ÐÌÌÓÓà  àDiscovery€and€inspection€in€òòaóó€circuit€court€shall€be€asÐ d Ðfollows:€€Ð À Ѐ€ò ò(g)ó ó€òò(a)óó€Obligations€of€ò òState's€Attorneyó ó€òòthe€PartiesóóÐ l¼ Ѐ€€€òò(1)€€GenerallyóóÐ h Ðà  à€€€€òòEach€party€obligated€to€provide€material€or€informationÐ Ä Ðunder€this€Rule€shall€exercise€due€diligence€to€identify€all€ofÐ pÀ  Ðthe€material€and€information€that€must€be€disclosed.óó€€Ð !l" Ѐ€€€òò(2)€€Obligations€of€the€Parties€Extend€to€Staff€and€OthersóóÐ È"$ Ðà  à€€€€The€obligations€of€the€ò òState's€Attorneyó ó€òòpartiesóó€underÐ t$Ä& Ðthis€Rule€extend€to€material€and€information€in€the€possession€orÐ  &p!( Ðcontrol€of€ò òthe€State's€Attorneyó ó€òòa€partyóó€and€staff€members€and€anyÐ Ì'#* Ðothers€who€have€participated€in€the€investigation€or€evaluationÐ x)È$, Ðof€the€action€and€who€either€regularly€report,€or€with€referenceÐ $+t&. Ðto€the€particular€action€ò òhave€reportedó ó€òòhave€a€duty€to€reportóó,€toÐ Ð, (0 Ðthe€ò òoffice€of€the€State's€Attorneyó ó€òòpartyóó.Ð |.Ì)2 ÐòòÓÓCross€reference:€€For€the€obligations€of€the€State,€see€òòState€v.Ð ° ÐWilliamsóó,€392€Md.€194€(2006).óó€€Ð ŒÜ ÐÌÓÓÔ#† Xü¿XX Xü¿ˆ#ÔÔ‡ Xü¿XX Xü¿Ôòòóó€€ò ò(a)ó ó€òò(b)óó€Disclosure€Without€RequestÐ >Ž Ðà  à€€òòExcept€for€the€privileged€work€product€of€the€StateððsÐ ê: ÐAttorney€as€defined€in€subsection€(d)(1)€of€this€Rule,óó€ò òWithoutó óÐ – æ ÐòòÔ_ÔwithoutÔ_Ôóó€the€necessity€of€a€request,€the€State's€Attorney€shallÐ B ’  Ðò òfurnishó ó€òòprovideóó€to€the€defendant:€€Ô#† Xü¿XX Xü¿Ð“#ÔÔ‡ Xü¿XX Xü¿ÔÐ î >  Ѐ€€€òò(1)€The€name€and,€except€as€provided€under€Code,€CriminalÐ šê  ÐProcedure€Article,€ðð11„205€or€Rule€16„1009€(b),€the€address€ofÐ F–  Ðeach€person€whom€the€State€intends€to€call€as€a€witness€at€theÐ òB Ðhearing€or€trial€to€prove€its€case€in€chief€or€to€rebut€alibiÐ žî Ðtestimony€and,€as€to€all€statements€about€the€action€made€by€theÐ Jš Ðwitness€to€a€State€agent:€(A)€a€copy€of€each€written€or€recordedÐ öF Ðstatement€by€the€witness,€regardless€of€when€made,€and€(B)€a€copyÐ ¢ò Ðof€all€reports€of€each€oral€statement€by€the€witness,€or,€if€notÐ Nž Ðavailable,€the€substance€of€each€oral€statement€made€beforeÐ úJ Ðcharges€were€filed€in€the€circuit€court;Ð ¦ö Ðóó€€€€ò ò(1)ó ó€òò(2)óó€Any€material€or€information€ò òtending€toó ó€òòin€any€form,Ð R ¢! Ðwhether€or€not€admissible,€in€the€possession€or€control€of€theÐ þ!N# ÐState,€including€staff€and€others€as€described€in€subsectionÐ ª#ú% Ð(a)(2)€of€this€Rule,€that€tends€to€exculpate€the€defendant€oróóÐ V%¦ ' Ðnegate€or€mitigate€the€òòdefendantððsóó€guilt€or€punishment€ò òof€theÐ 'R") Ðdefendantó ó€as€to€the€offense€charged;Ð ®(þ#+ Ѐ€€€òò(3)€€Any€material€or€information€in€any€form,€whether€or€notÐ Z*ª%- Ðâ âadmissible,€in€the€possession€or€control€of€the€State,€asÐ ,V'/ Ðdescribed€in€subsection€(a)(2)€of€this€Rule,€that€tends€toÐ ° Ðimpeach€a€witness€by€proving:óó€Ð \¬ Ðâ  €€€€€€òò(A)€the€character€of€the€witness€for€untruthfulness,€byÐ X Ðestablishing€prior€conduct€as€permitted€under€Rule€5„608€(b)€or€aÐ ´  Ðprior€conviction€as€permitted€under€Rule€5„609,óó€Ð ` ° Ѐ€€€€€€€òò(B)€that€the€witness€is€biased,€prejudiced,€or€interestedÐ  \  Ðin€the€outcome€of€the€proceeding€or€has€a€motive€to€testifyÐ ¸  Ðfalsely,€oróó€Ð d´  Ѐ€€€€€€€òò(C)€that€the€facts€differ€from€the€witnessððs€expectedÐ `  Ðtestimony;€andóóÐ ¼  Ѐ€€€ò ò(2)ó ó€òò(4)óó€Any€relevant€material€or€information€regarding:€(A)Ð h¸ Ðspecific€searches€and€seizures,€wiretapsòò,óó€or€eavesdroppingò ò,ó óòò;óó€(B)Ð d Ðthe€acquisition€of€statements€made€by€the€defendant€to€a€StateÐ À Ðagent€that€the€State€intends€to€use€at€a€hearing€or€trialò ò,ó óòò;óó€andÐ l¼ Ð(C)€pretrial€identification€of€the€defendant€by€a€witness€for€theÐ h ÐState.€€Ô#† Xü¿XX Xü¿¿•#ÔÔ‡ Xü¿XX Xü¿ÔÐ Ä ÐòòÓÓCommittee€note:€€Examples€of€material€and€information€that€mustÐ pÀ  Ðbe€disclosed€pursuant€to€subsections€(b)(2)€and€(3)€of€this€RuleÐ F –! Ðif€within€the€possession€or€control€of€the€State,€as€described€inÐ !l" Ðsubsection€(a)(2)€of€this€Rule,€include:€€each€statement€made€byÐ ò!B# Ða€witness€that€is€inconsistent€with€another€statement€made€by€theÐ È"$ Ðwitness€or€with€a€statement€made€by€another€witnessÔ#† Xü¿XX Xü¿ž #ÔÔ‡ Xü¿XX Xü¿Ô;€the€medicalÐ ž#î% Ðor€psychiatric€condition€of€a€witness€that€may€impair€his€or€herÐ t$Ä& Ðability€to€testify€truthfully€or€accurately;€pending€chargesÐ J%š ' Ðagainst€a€witness€for€whom€no€deal€is€being€offered€at€the€timeÐ  &p!( Ðof€trial;€the€fact€that€a€witness€has€taken€but€did€not€pass€aÐ ö&F") Ðpolygraph€examination;€the€failure€of€a€witness€to€make€anÐ Ì'#* Ðidentification;€and€evidence€that€might€adversely€impact€theÐ ¢(ò#+ Ðcredibility€of€the€Stateððs€evidence.€€The€due€diligence€requiredÐ x)È$, Ðby€subsection€(a)(1)€does€not€require€affirmative€inquiry€by€theÐ N*ž%- ÐState€with€regard€to€the€listed€examples€in€all€cases,€but€wouldÐ $+t&. Ðrequire€such€inquiry€into€a€particular€area€if€informationÐ ú+J'/ Ðpossessed€by€the€State,€as€described€in€subsection€(a)(2),€wouldÐ Ð, (0 Ðreasonably€lead€the€State€to€believe€that€affirmative€inquiryÐ ¦-ö(1 Ðwould€result€in€discoverable€information.€€Due€diligence€does€notÐ |.Ì)2 Ðrequire€the€State€to€obtain€a€copy€of€the€criminal€record€of€aÐ ° ÐStateððs€witness€unless€the€State€is€aware€of€the€criminal€record.€Ð †Ö ÐIf,€upon€inquiry€by€the€State,€a€witness€denies€having€a€criminalÐ \¬ Ðrecord,€the€inquiry€and€denial€generally€satisfy€due€diligenceÐ 2‚ Ðunless€the€State€has€reason€to€question€the€denial.óóò òó óÐ X ÐÌòòCross€reference:€See€òòBrady€v.€Marylandóó,€373€U.S.€83€(1963);€òòÔ_ÔKylesÔ_ÔÐ ´  Ðv.€Whitleyóó,€514€U.S.€419€(1995);€òòÔ_ÔGiglioÔ_Ô€v.€U.S.óó,€405€U.S.€150Ð  à Ð(1972);€and€òòU.S.€v.€Ô_ÔAgursÔ_Ôóó,€427€U.S.€97€(1976).óóÓÓÐ l ¼ Ѐ€ò ò(b)ó ó€òò(c)óó€Disclosure€Upon€RequestÐ $ t  Ѐ€€€òò(1)€€Disclosure€By€StateóóÐ Ð  Ðà  à€€€€Upon€request€of€the€defendant,€the€State's€AttorneyÐ |Ì  Ðshall€òòprovide€to€the€defendant€the€information€set€forth€in€thisÐ (x  Ðsectionóó:Ð Ô$ Ѐ€€€€€ò ò(1)€€Witnessesó óÐ €Ð Ðà  à€€€€ò òDisclose€to€the€defendant€the€name€and€address€of€eachÐ ,| Ðperson€then€known€whom€the€State€intends€to€call€as€a€witness€atÐ Ø( Ðthe€hearing€or€trial€to€prove€its€case€in€chief€or€to€rebut€alibiÐ „Ô Ðtestimony;ó ó€€Ð 0€ Ѐ€€€€€ò ò(2)ó ó€òò(A)óó€Statements€of€the€DefendantÐ Ü, Ðà  à€€€€€€As€to€all€statements€made€by€the€defendant€to€a€StateÐ ˆØ  Ðagent€that€the€State€intends€to€use€at€a€hearing€or€trial,€òòtheÐ 4!„" ÐState€shallóó€ò òfurnishó ó€òòprovideóó€to€the€defendantò ò,€but€not€file€unlessÐ à"0$ Ðthe€court€so€ordersó ó:€ò ò(A)ó ó€òò(Ô_ÔiÔ_Ô)óó€a€copy€of€each€written€or€recordedÐ Œ$Ü& Ðstatement,€and€ò ò(B)ó ó€òò(ii)óó€the€substance€of€each€oral€statement€andÐ 8&ˆ!( Ða€copy€of€all€reports€of€each€oral€statement;€€Ð ä'4#* Ѐ€€€€€ò ò(3)ó ó€òò(B)óó€Statements€of€Ô_ÔCodefendantsÔ_ÔÐ )à$, Ðà  à€€€€€€As€to€all€statements€made€by€a€Ô_ÔcodefendantÔ_Ô€to€a€StateÐ <+Œ&. Ðagent€ò òwhichó ó€òòthatóó€the€State€intends€to€use€at€a€joint€hearing€orÐ è,8(0 Ðtrial,€òòthe€State€shallóó€ò òfurnishó ó€òòprovideóó€to€the€defendantò ò,€but€notÐ ”.ä)2 Ðfile€unless€the€court€so€ordersó ó:€ò ò(A)ó ó€òò(Ô_ÔiÔ_Ô)óó€a€copy€of€each€writtenÐ ° Ðor€recorded€statement,€and€ò ò(B)ó ó€òò(ii)óó€the€substance€of€each€oralÐ \¬ Ðstatement€and€a€copy€of€all€reports€of€each€oral€statement;€€Ð X Ѐ€€€€€ò ò(4)ó ó€òò(C)óó€Reports€or€Statements€of€ExpertsÐ ´  Ðà  à€€€€€€òòAs€to€each€expert€consulted€by€the€State€in€connectionÐ ` ° Ðwith€the€action€the€State€shall:€(Ô_ÔiÔ_Ô)€provide€to€the€defendant€theÐ  \  Ðexpertððs€name€and€address,€the€subject€matter€of€theÐ ¸  Ðconsultation,€the€substance€of€the€expertððs€findings€andÐ d´  Ðopinions,€and€a€summary€of€the€grounds€for€each€opinion,€and€(ii)óóÐ `  Ðò òProduceó ó€òòÔ_ÔproduceÔ_Ôóó€and€permit€the€defendant€to€inspect€and€copy€allÐ ¼  Ðwritten€reports€or€statements€made€in€connection€with€the€actionÐ h¸ Ðby€ò òeachó ó€òòtheóó€expertòò,óó€ò òconsulted€by€the€State,ó ó€including€the€resultsÐ d Ðof€any€physical€or€mental€examination,€scientific€test,Ð À Ðexperiment,€or€comparison,€and€ò òfurnishó ó€òòprovideóó€the€defendant€withÐ l¼ Ðthe€substance€of€any€such€oral€report€and€conclusion;€€Ð h Ѐ€€€€€ò ò(5)ó ó€òò(D)óó€Evidence€for€Use€at€TrialÐ Ä Ðà  à€€€€€€Produce€and€permit€the€defendant€to€inspect,€copy,€andÐ pÀ  Ðphotograph€any€documents,€computer-generated€evidence€as€definedÐ !l" Ðin€Rule€2-504.3€(a),€recordings,€photographs,€or€other€tangibleÐ È"$ Ðthings€that€the€State€intends€to€use€at€the€hearing€or€trial;€€Ð t$Ä& Ѐ€€€€€ò ò(6)ó ó€òò(E)óó€Property€of€the€DefendantÐ  &p!( Ðà  à€€€€€€Produce€and€permit€the€defendant€to€inspect,€copy,€andÐ Ì'#* Ðphotograph€any€item€obtained€from€or€belonging€to€the€defendant,Ð x)È$, Ðwhether€or€not€the€State€intends€to€use€the€item€at€the€hearingÐ $+t&. Ðor€trial.€€Ð Ð, (0 Ѐ€€€òò(2)€€Disclosure€By€DefendantóóÐ |.Ì)2 Ðà  à€€€€òòUpon€the€request€of€the€State,€the€defendant€shall:óóÐ ° Ѐ€€€€€òò(A)€€As€to€the€Person€of€the€DefendantóóÐ \¬ Ðà  à€€€€€€òòAppear€in€a€lineup€for€identification;€speak€forÐ X Ðidentification;€be€fingerprinted;€pose€for€photographs€notÐ ´  Ðinvolving€Ô_ÔreenactmentÔ_Ô€of€a€scene;€try€on€articles€of€clothing;Ð ` ° Ðpermit€the€taking€of€specimens€of€material€under€fingernails;Ð  \  Ðpermit€the€taking€of€samples€of€blood,€hair,€and€other€materialÐ ¸  Ðinvolving€no€unreasonable€intrusion€upon€the€defendant's€person;Ð d´  Ðprovide€handwriting€specimens;€and€submit€to€reasonable€physicalÐ `  Ðor€mental€examination;óóÔ#† Xü¿XX Xü¿ç¢#ÔÔ‡ Xü¿XX Xü¿Ô€Ð ¼  Ѐ€€€€€òò(B)€€Reports€of€ExpertsóóÐ h¸ Ðà  à€€€€€€òòAs€to€each€expert€the€defendant€expects€to€call€as€aÐ d Ðwitness€at€a€hearing€or€trial:€(Ô_ÔiÔ_Ô)€provide€to€the€State€theÐ À Ðexpertððs€name€and€address,€the€subject€matter€on€which€the€expertÐ l¼ Ðis€expected€to€testify,€the€substance€of€the€findings€and€theÐ h Ðopinions€to€which€the€expert€is€expected€to€testify,€and€aÐ Ä Ðsummary€of€the€grounds€for€each€opinion,€and€(ii)€produce€andÐ pÀ  Ðpermit€the€State€to€inspect€and€copy€all€written€reports€made€inÐ !l" Ðconnection€with€the€action€by€the€expert,€including€the€resultsÐ È"$ Ðof€any€physical€or€mental€examination,€scientific€test,Ð t$Ä& Ðexperiment,€or€comparison,€and€provide€the€State€with€theÐ  &p!( Ðsubstance€of€any€such€oral€report€and€conclusion.óó€Ð Ì'#* Ѐ€€€€€òò(C)€€Alibi€WitnessesóóÐ x)È$, Ðà  à€€€€€€òòUpon€designation€by€the€State€of€the€time,€place,€andÐ $+t&. Ðdate€of€the€alleged€occurrence,€provide€the€name€and€address€ofÐ Ð, (0 Ðeach€person€other€than€the€defendant€whom€the€defendant€intendsÐ |.Ì)2 Ðto€call€as€a€witness€to€show€that€the€defendant€was€not€presentÐ ° Ðat€the€time,€place,€and€date€designated€by€the€State€in€itsÐ \¬ Ðrequest.óó€€Ð X Ѐ€€€€€òò(D)€€Character€WitnessesóóÐ ´  Ðà  à€€€€€€òòAs€to€each€witness€the€defendant€expects€to€call€toÐ ` ° Ðtestify€as€to€the€defendantððs€veracity€or€other€relevantÐ  \  Ðcharacter€trait,€provide€the€name€and€address€of€that€witness.óóÐ ¸  Ѐ€€€€€òò(E)€€Computer-generated€EvidenceóóÐ d´  Ðà  à€€€€€€òòProduce€and€permit€the€State€to€inspect€and€copy€anyÐ `  Ðcomputer-generated€evidence€as€defined€in€Rule€2-504.3€(a)€thatÐ ¼  Ðthe€defendant€intends€to€use€at€the€hearing€or€trial.óó€€Ô#† Xü¿XX Xü¿Š½#ÔÔ‡ Xü¿XX Xü¿Ô€Ô#† Xü¿XX Xü¿,Æ#ÔÔ‡ Xü¿XX Xü¿ÔÐ h¸ Ѐ€ò ò(c)ó ó€òò(d)óó€Matters€Not€Subject€to€Discovery€ò òby€the€Defendantó óÐ d Ðà  à€€ò òThis€Rule€does€not€require€the€State€to€disclose:ó ó€€Ð À Ѐ€€€ò ò(1)€Any€documents€to€the€extent€that€they€contain€theÐ l¼ Ðopinions,€theories,€conclusions,€or€other€work€product€of€theÐ h ÐState's€Attorney,€oró ó€€Ð Ä Ѐ€€€òò(1)€€By€any€PartyóóÐ pÀ  Ðà  à€€€€òòThis€Rule€does€not€require€the€State€or€the€defendant€toÐ !l" Ðdisclose€(A)€the€mental€impressions,€trial€strategy,€personalÐ È"$ Ðbeliefs,€or€other€privileged€work€product€of€counsel€or€(B)€anyÐ t$Ä& Ðother€matter€if€the€court€finds€that€its€disclosure€would€entailÐ  &p!( Ða€substantial€risk€of€harm€to€any€person€that€outweighs€theÐ Ì'#* Ðinterest€in€disclosureÔ#† Xü¿XX Xü¿oÆ#ÔÔ‡ Xü¿XX Xü¿Ô.óóÐ x)È$, Ѐ€€€òò(2)€€By€DefendantóóÐ $+t&. Ðâ âà  à€€€€òòThis€Rule€does€not€require€the€State€to€discloseóóÐ Ð, (0 Ѐ€€€€€ò ò(2)òòóó€Theó ó€òòÔ_ÔtheÔ_Ôóó€identity€of€a€confidential€informantò ò,€so€longÐ ° Ðâ âasó ó€òòunless€the€Stateððs€Attorney€intends€to€call€the€informant€as€aÐ \¬ Ðwitness€or€unlessóó€the€failure€to€disclose€the€informant'sÐ X Ðidentity€ò òdoes€notó ó€òòwouldóó€infringe€a€constitutional€right€of€theÐ ´  Ðdefendant€ò òand€the€State's€Attorney€does€not€intend€to€call€theÐ ` ° Ðinformant€as€a€witness,€oró ó.€Ð  \  Ѐ€€€€€ò ò(3)€Any€other€matter€if€the€court€finds€that€its€disclosureÐ ¸  Ðwould€entail€a€substantial€risk€of€harm€to€any€person€outweighingÐ d´  Ðthe€interest€in€disclosure.ó ó€€Ð `  Ѐ€ò ò(d)òòóó€Discovery€by€the€Stateó óÐ ¼  Ðà  à€€ò òUpon€the€request€of€the€State,€the€defendant€shall:ó ó€€Ð h¸ Ѐ€€€ò ò(1)€€As€to€the€Person€of€the€Defendantó óÐ d Ðà  à€€€€ò òAppear€in€a€lineup€for€identification;€speak€forÐ À Ðidentification;€be€fingerprinted;€pose€for€photographs€notÐ l¼ Ðinvolving€Ô_ÔreenactmentÔ_Ô€of€a€scene;€try€on€articles€of€clothing;Ð h Ðpermit€the€taking€of€specimens€of€material€under€fingernails;Ð Ä Ðpermit€the€taking€of€samples€of€blood,€hair,€and€other€materialÐ pÀ  Ðinvolving€no€unreasonable€intrusion€upon€the€defendant's€person;Ð !l" Ðprovide€handwriting€specimens;€and€submit€to€reasonable€physicalÐ È"$ Ðor€mental€examination;ó óÐ t$Ä& Ѐ€€€ò ò(2)€€Reports€of€Expertsó óÐ  &p!( Ðà  à€€€€ò òProduceòòóó€and€permit€the€State€to€inspect€and€copy€allÐ Ì'#* Ðwritten€reports€made€in€connection€with€the€action€by€each€expertÐ x)È$, Ðwhom€the€defendant€expects€to€call€as€a€witness€at€the€hearing€orÐ $+t&. Ðtrial,€including€the€results€of€any€physical€or€mentalÐ Ð, (0 Ðexamination,€scientific€test,€experiment,€or€comparison,€andÐ |.Ì)2 Ðfurnish€the€State€with€the€substance€of€any€such€oral€report€andÐ ° Ðconclusion;ó ó€Ð \¬ Ѐ€€€ò ò(3)€€Alibi€Witnessesó óÐ X Ðà  à€€€€ò òUpon€designation€by€the€State€of€the€time,€place,€andÐ ´  Ðdate€of€the€alleged€occurrence,€furnish€the€name€and€address€ofÐ ` ° Ðeach€person€other€than€the€defendant€whom€the€defendant€intendsÐ  \  Ðto€call€as€a€witness€to€show€that€the€defendant€was€not€presentÐ ¸  Ðat€the€time,€place,€and€date€designated€by€the€State€in€itsÐ d´  Ðrequest.ó ó€€Ð `  Ѐ€€€ò ò(4)€€Computer-generated€Evidenceó óÐ ¼  Ðà  à€€€€ò òProduce€and€permit€the€State€to€inspect€and€copy€anyÐ h¸ Ðcomputer-generated€evidence€as€defined€in€Rule€2-504.3€(a)€thatÐ d Ðthe€defendant€intends€to€use€at€the€hearing€or€trial.ó ó€€Ð À Ѐ€(e)€€Time€for€DiscoveryÐ l¼ Ðà  à€€€òòUnless€the€court€orders€otherwise,€the€time€for€discoveryÐ h Ðunder€this€Rule€shall€be€as€set€forth€in€this€section.óó€€TheÐ Ä ÐState's€Attorney€shall€make€disclosure€pursuant€to€section€ò ò(a)ó óÐ pÀ  Ðòò(b)óó€of€this€Rule€within€ò ò25ó ó€òò30óó€days€after€the€earlier€of€theÐ !l" Ðappearance€of€counsel€or€the€first€appearance€of€the€defendantÐ È"$ Ðbefore€the€court€pursuant€to€Rule€4-213.€€Any€request€by€theÐ t$Ä& Ðdefendant€for€discovery€pursuant€to€section€ò ò(b)ó ó€òò(c)óó€of€this€Rule,Ð  &p!( Ðand€any€request€by€the€State€for€discovery€pursuant€to€sectionÐ Ì'#* Ðò ò(d)ó ó€òò(e)óó€of€this€Rule€shall€be€made€within€15€days€after€theÐ x)È$, Ðearlier€of€the€appearance€of€counsel€or€the€first€appearance€ofÐ $+t&. Ðâ âthe€defendant€before€the€court€pursuant€to€Rule€4-213.€€The€partyÐ Ð, (0 Ðserved€with€the€request€shall€ò òfurnishó ó€òòprovideóó€the€discoveryÐ ° Ðwithin€ten€days€after€service.€€Ð \¬ Ðâ  (f)€€Motion€to€Compel€DiscoveryÐ X Ðà  à€€If€discovery€is€not€ò òfurnishedó ó€òòprovidedóó€as€requested€òòorÐ ´  Ðrequiredóó,€a€motion€to€compel€discovery€may€be€filed€within€tenÐ ` ° Ðdays€after€receipt€of€inadequate€discovery€or€after€discoveryÐ  \  Ðshould€have€been€received,€whichever€is€earlier.€€The€motionÐ ¸  Ðshall€specifically€describe€the€requested€matters€that€have€notÐ d´  Ðbeen€ò òfurnishedó ó€òòprovidedóó.€€A€response€to€the€motion€may€be€filedÐ `  Ðwithin€five€days€after€service€of€the€motion.€€The€court€need€notÐ ¼  Ðconsider€any€motion€to€compel€discovery€unless€the€moving€partyÐ h¸ Ðhas€filed€a€certificate€describing€good€faith€attempts€to€discussÐ d Ðwith€the€opposing€party€the€resolution€of€the€dispute€andÐ À Ðcertifying€that€they€are€unable€to€reach€agreement€on€theÐ l¼ Ðdisputed€issues.€€The€certificate€shall€include€the€date,€time,Ð h Ðand€circumstances€of€each€discussion€or€attempted€discussion.€€Ð Ä Ѐ€ò ò(h)ó ó€òò(g)óó€Continuing€Duty€to€DiscloseÐ pÀ  Ðà  à€€A€party€who€has€responded€to€a€request€or€order€forÐ !l" Ðdiscovery€and€who€obtains€further€material€information€shallÐ È"$ Ðsupplement€the€response€promptly.€€Ð t$Ä& Ѐ€òò(h)€€No€Requirement€to€File€with€Court;€ExceptionsóóÐ  &p!( Ðà  à€€òòExcept€as€otherwise€provided€in€these€Rules€or€by€order€ofÐ Ì'#* Ðcourt,€discovery€material€need€not€be€filed€with€the€court.€€IfÐ x)È$, Ðthe€party€generating€the€discovery€material€does€not€file€theÐ $+t&. Ðmaterial€with€the€court,€that€party€shall€(1)€serve€the€discoveryÐ Ð, (0 Ðmaterial€on€the€other€party€and€(2)€promptly€file€with€the€courtÐ |.Ì)2 Ða€notice€that€(A)€reasonably€identifies€the€information€providedÐ ° Ðand€(B)€states€the€date€and€manner€of€service.€€The€partyÐ \¬ Ðgenerating€the€discovery€material€shall€make€the€originalÐ X Ðavailable€for€inspection€and€copying€by€the€other€party,€andÐ ´  Ðshall€retain€the€original€ÓÓuntil€the€earlier€of€the€expiration€ofÐ ` ° ÐÌ(Ô_ÔiÔ_Ô)€any€sentence€imposed€on€the€defendant€or€(ii)€the€retentionÐ  \  ÐÌperiod€that€the€material€would€have€been€retained€under€theÐ ¸  ÐÌapplicable€records€retention€and€disposal€schedule€had€theÐ d´  ÐÌmaterial€been€filed€with€the€court.€€ÓÓThis€section€does€notÐ `  Ðpreclude€the€use€of€discovery€material€at€trial€or€as€an€exhibitÐ ¼  Ðto€support€or€oppose€a€motion.€€If€the€parties€agree€to€provideÐ h¸ Ðdiscovery€or€disclosures€in€a€manner€different€from€the€mannerÐ d Ðset€forth€in€this€Rule,€the€parties€shall€file€with€the€court€aÐ À Ðstatement€of€their€agreement.óóÐ l¼ Ѐ€(Ô_ÔiÔ_Ô)€€Protective€OrdersÐ h Ðà  à€€òòA€party€or€a€person€from€whom€discovery€is€sought€mayÐ Ä Ðpetition€the€court€for€any€protective€order€that€justiceÐ pÀ  Ðrequires.óó€€ò òOn€motion€and€foró ó€òòÔ_ÔForÔ_Ôóó€good€cause€shown,€the€court€mayÐ !l" Ðorder€that€specified€disclosures€be€restricted.€€Ð È"$ Ѐ€òò(j)€€SanctionsóóÐ t$Ä& Ðà  à€€If€at€any€time€during€the€proceedings€the€court€finds€thatÐ  &p!( Ða€party€has€failed€to€comply€with€this€Rule€or€an€order€issuedÐ Ì'#* Ðpursuant€to€this€Rule,€the€court€may€order€that€party€to€permitÐ x)È$, Ðthe€discovery€of€the€matters€not€previously€disclosed,€strike€theÐ $+t&. Ðtestimony€to€which€the€undisclosed€matter€relates,€grant€aÐ Ð, (0 Ðreasonable€continuance,€prohibit€the€party€from€introducing€inÐ |.Ì)2 Ðevidence€the€matter€not€disclosed,€grant€a€mistrial,€or€enter€anyÐ ° Ðother€order€appropriate€under€the€circumstances.€€òòThe€failure€ofÐ \¬ Ða€party€to€comply€with€a€discovery€obligation€in€this€Rule€doesÐ X Ðnot€automatically€disqualify€a€witness€from€testifying.€€If€aÐ ´  Ðmotion€is€filed€to€disqualify€the€witnessððs€testimonyÔ#† Xü¿XX Xü¿FÊ#Ô,Ð ` ° Ðdisqualification€is€within€the€discretion€of€the€court.óóÐ  \  ÐÓÓÌSource:€€This€Rule€is€derived€ò òas€follows:ó ó€€Ð ŽÞ  Ѐ€ò òSection€(a)€is€derived€from€former€Rule€741€a€1€and€2.ó ó€€Ð d´  Ѐ€ò òSection€(b)€is€derived€from€former€Rule€741€b.ó ó€€Ð :Š  Ѐ€ò òSection€(c)€is€derived€from€former€Rule€741€c.ó ó€€Ð `  Ѐ€ò òSection€(d)€is€derived€in€part€from€former€Rule€741€d€and€is€inÐ æ6 Ðpart€new.ó ó€€Ð ¼  Ѐ€ò òSection€(e)€is€derived€from€former€Rule€741€e€1.ó ó€€Ð ’â Ѐ€ò òSection€(f)€is€derived€from€former€Rule€741€e€2.ó ó€€Ð h¸ Ѐ€ò òSection€(g)òòóó€is€derivedòòóó€from€former€Rule€741€a€3.ó ó€Ð >Ž Ѐ€ò òSection€(h)€is€derived€from€former€Rule€741€f.ó ó€€Ð d Ѐ€ò òSection€(Ô_ÔiÔ_Ô)€is€derived€from€former€Rule€741€g.ó óÐ ê: Ðòòin€part€from€former€Rule€741€and€is€in€part€new.óóÐ À ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ B’ ÐÌà  àAlbert€D.€Ô_ÔBraultÔ_Ô,€Esq.€brought€to€the€attention€of€the€RulesÐ î> ÐCommittee€a€report€of€the€American€College€of€Trial€Lawyers,Ð Ä Ðdescribing€the€problem€that€some€federal€prosecutors€fail€toÐ šê Ðprovide€information€required€to€be€furnished€to€a€criminalÐ pÀ  Ðdefendant€pursuant€to€òòBrady€v.€Marylandóó,€373€U.S.€83€(1963).€€Mr.Ð F –! ÐÔ_ÔBraultÔ_Ô€spoke€with€local€criminal€defense€lawyers€in€MontgomeryÐ "!r" ÐCounty,€who€noted€similar€problems€with€some€State€prosecutors.€Ð ø!H# ÐTo€address€this,€the€Honorable€Albert€J.€Ô_ÔMatriccianiÔ_Ô€and€theÐ Î"$ ÐHonorable€M.€Brooke€Ô_ÔMurdockÔ_Ô,€Judges€of€the€Circuit€Court€forÐ ¤#ô% ÐBaltimore€City,€drafted€proposed€changes€to€Rule€4„263,€theÐ z$Ê& Ðconcept€of€which€has€been€approved€by€the€Rules€Committee.€€The€Ð P%  ' Ðproposed€amendments€to€Rule€4„263€blend€language€suggested€byÐ &&v!( ÐJudges€Ô_ÔMatriccianiÔ_Ô€and€Ô_ÔMurdockÔ_Ô€with€additional€changes€developedÐ ü&L") Ðby€the€Committee.Ð Ò'"#* ÐÌà  àCurrent€section€(g),€Obligations€of€Stateððs€Attorney,€isÐ ~)Î$, Ðamended€to€require€that€each€party€who€is€obligated€to€provideÐ T*¤%- Ðmaterial€or€information€under€the€Rule€exercise€due€diligence€inÐ *+z&. Ðidentifying€the€material€and€information€to€be€disclosed€and€toÐ ,P'/ Ðmake€subsection€(2)€applicable€to€all€parties€and€not€only€to€theÐ Ö,&(0 ÐStateððs€Attorney.€€Because€of€the€importance€of€this€obligation,Ð ¬-ü(1 Ðsection€(g)€is€moved€to€the€beginning€of€the€Rule€and€Ô_ÔreletteredÔ_ÔÐ ‚.Ò)2 Ð(a).€€A€cross€reference€to€òòState€v.€Williamsóó,€392€Md.€194€(2006)Ð ° Ðis€added€following€the€section€to€highlight€that€the€StateððsÐ ŒÜ Ðobligations€under€the€Rule€extend€beyond€the€knowledge€of€theÐ b² Ðindividual€Assistant€Stateððs€Attorney€prosecuting€the€case.€Ð 8ˆ ÐÌà  àLanguage€is€added€to€the€beginning€of€section€(b)€to€clarifyÐ ä4 Ðthat€privileged€work€product€of€the€Stateððs€Attorney€is€excludedÐ º  Ðfrom€the€materials€the€Stateððs€Attorney€must€disclose€withoutÐ  à Ðrequest.€€Disclosure€of€the€identity€of€the€Stateððs€witnesses,Ð f ¶ Ðwhich€was€in€the€ð ðDisclosure€Upon€Requestðð€section€of€the€Rule,Ð < Œ  Ðis€moved€to€section€(b),€ð ðDisclosure€Without€Requestðð€with€someÐ  b  Ðchanges.€€References€to€Code,€Criminal€Procedure€Article,€ðð11„205Ð è 8  Ðand€Rule€16„1009€(b),€concerning€withholding€of€a€witnessððsÐ ¾  Ðaddress€under€certain€circumstances,€are€added€to€the€section.€Ð ”ä  ÐThe€State€must€disclose€the€address€of€each€person€whom€the€StateÐ jº  Ðintends€to€call€as€a€witness€at€the€hearing€or€trial€to€prove€itsÐ @  Ðcase€in€chief€or€to€rebut€alibi€testimony.€€Given€the€difficultyÐ f  Ðof€analyzing€each€statement€made€by€a€Stateððs€witness€as€toÐ ì< Ðanything€that€conceivably€would€be€ð ðBradyðð€material,€coupled€withÐ Â Ðthe€requirement€of€disclosure€of€prior€written€statements€byÐ ˜è Ðwitnesses€as€set€forth€in€òòÔ_ÔJencksÔ_Ô€v.€U.S.óó,€353€U.S.€657€(1957),Ð n¾ Ðthe€Committee€recommends€that€(1)€a€copy€of€each€written€orÐ Jš Ðrecorded€statement,€regardless€of€when€made,€and€(2)€a€copy€ofÐ  p Ðall€reports€of€each€oral€statement,€or,€if€not€available,€theÐ öF Ðsubstance€of€each€oral€statement€made€before€charges€were€filedÐ Ì Ðbe€disclosed€without€the€necessity€of€a€request€by€the€defendant.Ð ¢ò ÐÌà  àSubsections€(b)(2)€and€(3)€are€amended€to€clarify€theÐ Nž ÐStateððs€disclosure€requirements€under€òòBradyóó€and€its€progeny.€Ð $t ÐSubsections€(b)(3)(A),€(B),€and€(C)€are€derived€from€theÐ P Ðð ðimpeachment€by€inquiry€of€witnessðð€provisions€of€Rule€5„616Ð Ö& Ð(a)(6)(Ô_ÔiÔ_Ô)€and€(ii),€(4),€and€(2),€respectively.€€A€Committee€noteÐ ¬ü Ðcontaining€examples€of€òòð ðBradyððòòóóóó€materials€that€must€be€disclosedÐ ‚Ò  Ðfollows€section€(b).€€The€first€sentence€of€the€Committee€noteÐ ^ ®! Ðuses€examples€contained€in€correspondence€dated€October€25,€2005Ð 4!„" Ðfrom€Nancy€S.€Forster,€Public€Defender,€to€Chief€Judge€Robert€M.Ð  "Z# ÐBell.€€At€the€request€of€prosecutors,€commentary€concerningÐ à"0$ Ðascertainment€of€the€criminal€records€of€Stateððs€witnesses€andÐ ¶#% Ðwhen€due€diligence€requires€an€affirmative€inquiry€into€aÐ Œ$Ü& Ðparticular€area€is€included€in€the€Committee€note.€€After€theÐ b%² ' ÐCommittee€note€is€a€cross€reference€to€òòBradyóó€and€to€threeÐ 8&ˆ!( Ðadditional€opinions€of€the€U.S.€Supreme€Court.Ð 'd") ÐÌà  àUsing€language€borrowed€from€Rule€2„402€(f)(1)(A),Ð À($+ Ðsubsection€(c)(1)€is€amended€to€require€the€State€(upon€requestÐ –)æ$, Ðby€the€defendant)€to€disclose,€as€to€each€expert€consulted€by€theÐ l*¼%- ÐState€in€connection€with€the€action,€the€subject€matter€of€theÐ B+’&. Ðconsultation,€the€substance€of€the€expertððs€findings€andÐ ,h'/ Ðopinions,€and€a€summary€of€the€grounds€for€each€opinion.€€ThisÐ î,>(0 Ðrequirement€is€intended€to€address€the€situation€in€which€littleÐ Ä-)1 Ðor€no€information€is€received€by€the€defendant€because€of€theÐ š.ê)2 Ðabsence€of€a€meaningful€written€report.€€A€comparable€amendmentÐ ° Ðis€made€to€subsection€(c)(2)(B),€pertaining€to€disclosure€of€theÐ †Ö Ðdefendantððs€expertððs€information€upon€request€by€the€State,Ð \¬ Ðexcept€that€in€subsection€(c)(2)(B),€the€requirement€to€discloseÐ 2‚ Ðextends€only€to€information€from€an€expert€the€defendant€expectsÐ X Ðto€call€as€a€witness.€€New€subsection€(c)(2)(D)€requires€theÐ Þ. Ðdefendant,€upon€request€by€the€State,€to€disclose€characterÐ ´  Ðwitnesses€the€defendant€intends€to€call.Ð Š Ú ÐÌà  àSection€(d)€has€expanded€the€explanation€of€what€workÐ 6 †  Ðproduct€is,€based€upon€the€language€set€out€in€òòGoldberg€v.€U.S.óó,Ð  \  Ð425€U.S.€94€(1976).Ð è 8  ÐÌà  àIn€section€(e),€the€time€requirements€for€discovery€underÐ ”ä  Ðthe€Rule€are€made€subject€to€the€phrase€ð ðunless€the€court€ordersÐ jº  Ðotherwise.ðð€€Also,€the€time€for€the€initial€disclosure€by€theÐ @  ÐState€is€changed€from€25€to€30€days€after€the€earlier€of€theÐ f  Ðappearance€of€counsel€or€the€first€appearance€of€the€defendantÐ ì< Ðbefore€the€court€pursuant€to€Rule€4„213,€for€consistency€withÐ Â Ðother€time€provisions€used€throughout€the€Rules.Ð ˜è ÐÌà  àThe€words€ð ðor€requiredðð€are€added€to€section€(f)€to€clarifyÐ D” Ðthat€a€motion€to€compel€discovery€may€be€based€on€a€failure€toÐ j Ðprovide€required€discovery€as€well€as€a€failure€to€provideÐ ð@ Ðrequested€discovery.Ð Æ ÐÌà  àNew€section€(h)€provides€that,€with€certain€exceptions,Ð r Ðdiscovery€material€is€not€required€to€be€filed€with€the€court.€Ð H˜ ÐIn€light€of€the€adoption€of€Title€16,€Chapter€1000,€Access€toÐ n ÐCourt€Records,€new€section€(h)€is€intended€to€eliminate€theÐ ôD Ðinclusion€of€unnecessary€materials€in€court€files€and€reduce€theÐ Ê Ðamount€of€material€in€the€files€for€which€redaction,€sealing,€orÐ  ð Ðother€denial€of€inspection€would€be€required.€€The€non„filing€ofÐ vÆ  Ðdiscovery€information€conforms€the€Rule€to€current€practice€inÐ L œ! Ðmany€jurisdictions.€€Much€of€the€language€of€the€section€isÐ "!r" Ðborrowed€from€the€first,€third,€and€fourth€sentences€of€Rule€2„Ð ø!H# Ð401€(d)(2);€however,€the€required€contents€of€the€notice€that€theÐ Î"$ Ðparty€generating€discovery€material€must€file€with€the€court,€ifÐ ¤#ô% Ðthe€discovery€materials€are€not€filed€with€the€court,€have€beenÐ z$Ê& Ðmodified€by€adding€the€requirement€that€the€notice€mustÐ P%  ' Ðð ðreasonably€Ô_Ôidentif[yÔ_Ô]€the€information€providedðð€and€by€deletingÐ &&v!( Ðthe€references€to€the€ð ðtype€of€discovery€material€servedðð€andÐ ü&L") Ðð ðthe€party€or€person€served.ðð€€Additionally,€the€retentionÐ Ò'"#* Ðrequirement€as€to€original€materials€extends€until€the€earlier€ofÐ ¨(ø#+ Ð(Ô_ÔiÔ_Ô)€the€expiration€of€any€sentence€imposed€on€the€defendant€orÐ ~)Î$, Ð(ii)€the€retention€period€that€the€material€would€have€beenÐ T*¤%- Ðretained€under€the€applicable€records€retention€and€disposalÐ *+z&. Ðschedule€had€the€material€been€filed€with€the€court.€€The€lastÐ ,P'/ Ðsentence€of€the€section€requires€the€parties€to€file€with€theÐ Ö,&(0 Ðcourt€a€statement€of€any€agreement€that€they€make€as€to€providingÐ ¬-ü(1 Ðdiscovery€or€disclosures€different€than€set€forth€in€the€Rule.Ð ‚.Ò)2 Їà  àSection€(Ô_ÔiÔ_Ô)€is€amended€to€clarify€that€a€person,€such€as€aÐ ° Ðvictim€or€witness,€from€whom€discovery€is€sought,€may€petitionÐ †Ö Ðthe€Court€for€a€protective€order.Ð \¬ ÐÌà  àThe€Committee€recommends€that€the€existing€provisions€in€theÐ X ÐRule€concerning€sanctions€be€set€out€in€a€separate€section€(j),Ð Þ. Ðincluding€new€language€pertaining€to€disqualification€ofÐ ´  Ðwitnesses.Ð Š Ú ÐÐ  ` ° ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@0 0 ìàCHAPTER€200€„€PRETRIAL€PROCEDURESˆÐ X ÐÌÌà  àAMEND€Rule€4„262€to€Ô_ÔreletterÔ_Ô€the€sections,€to€require€eachÐ Š Ú ÐÌparty€to€exercise€due€diligence€in€identifying€material€andÐ 6 †  ÐÌinformation€to€be€disclosed,€to€extend€the€obligations€of€theÐ â 2  ÐÌparties€under€the€Rule€to€staff€members€of€the€defendant€andÐ ŽÞ  ÐÌcertain€others,€to€add€a€cross€reference€following€subsectionÐ :Š  ÐÌ(a)(2),€to€add€a€new€subsection€(a)(3)€concerning€protectiveÐ æ6 ÐÌorders,€to€add€a€provision€pertaining€to€disqualification€ofÐ ’â ÐÌwitnesses,€to€add€language€to€section€(b)€referring€to€a€certainÐ >Ž ÐÌstatute€and€Rule,€to€clarify€the€disclosure€obligation€of€theÐ ê: ÐÌStateððs€Attorney€under€subsection€(b)(1),€to€add€a€CommitteeÐ –æ ÐÌnote€following€subsection€(b)(1),€to€add€new€subsectionsÐ B’ ÐÌ(b)(2)(A),€(D),€and€(E)€concerning€disclosure€upon€request€of€theÐ î> ÐÌdefendant,€to€revise€the€Committee€note€following€subsectionÐ šê ÐÌ(b)(3),€Ô#† Xü¿XX Xü¿l#ÔÔ‡ Xü¿XX Xü¿Ôto€add€new€section€(c)€concerning€matters€not€subject€toÐ F –! ÐÌdiscovery,€to€provide€generally€that€there€is€no€requirement€toÐ ò!B# ÐÌfile€discovery€material€with€the€court,€to€require€retention€ofÐ ž#î% ÐÌdiscovery€material€for€a€period€of€time€if€it€is€not€filed€withÐ J%š ' ÐÌthe€court,€and€to€make€stylistic€changes,€as€follows:Ð ö&F") ÐÌÌRule€4„262.€€DISCOVERY€IN€DISTRICT€COURTÐ x)È$, ÐÌÌÓÓ€€ò ò(c)ó ó€òò(a)óó€Obligations€of€the€ò òState's€Attorneyó ó€òòPartiesóóÐ ú+J'/ Ѐ€€€òò(1)€€GenerallyóóÐ ¦-ö(1 Ðà  à€€€€òòEach€party€obligated€to€provide€material€or€informationÐ ° Ðunder€this€Rule€shall€exercise€due€diligence€to€identify€all€ofÐ \¬ Ðthe€material€and€information€that€must€be€disclosed.óó€€Ð X Ѐ€€€òò(2)€€Obligations€of€the€Parties€Extend€to€Staff€and€OthersóóÐ ´  Ðà  à€€€€The€obligations€of€ò òthe€Stateððs€Attorneyó ó€òòa€partyóó€underÐ ` ° Ðthis€Rule€extend€to€material€and€information€in€the€possession€orÐ  \  Ðcontrol€of€the€ò òStateððs€Attorneyó ó€òòpartyóó€and€staff€members€and€anyÐ ¸  Ðothers€who€have€participated€in€the€investigation€or€evaluationÐ d´  Ðof€the€action€and€who€either€regularly€report,€or€with€referenceÐ `  Ðto€the€particular€action€ò òhave€reportedó ó€òòhave€a€duty€to€reportóó,€toÐ ¼  Ðthe€ò òoffice€of€the€Stateððs€Attorneyó ó€òòpartyóó.Ð h¸ ÐòòÓÓCross€reference:€€For€the€obligations€of€the€State,€see€òòState€v.Ð d ÐWilliamsóó,€329€Md.€194€(2006).óóÐ ð@ ÐÌÓÓ€€€€òò(3)€€Protective€OrdersóóÐ ¢ò Ðà  à€€€€òòA€party€or€person€from€whom€discovery€is€sought€mayÐ Nž Ðpetition€the€court€for€any€protective€order€that€justiceÐ úJ Ðrequires.€€For€good€cause€shown,€the€court€may€order€thatÐ ¦ö Ðspecified€disclosures€be€restricted.óóÐ R ¢! Ѐ€€€òò(4)€€Failure€to€Comply€with€Discovery€ObligationóóÐ þ!N# Ðà  à€€€€òòThe€failure€of€a€party€to€comply€with€a€discoveryÐ ª#ú% Ðobligation€in€this€Rule€does€not€automatically€disqualify€aÐ V%¦ ' Ðwitness€from€testifying.€€If€a€motion€is€filed€to€disqualify€theÐ 'R") Ðwitnessððs€testimonyÔ#† Xü¿XX Xü¿å #Ô,€disqualification€is€within€the€discretion€ofÐ ®(þ#+ Ðthe€court.óóÐ Z*ª%- Ðâ  ò ò(a)ó ó€òò(b)óó€ScopeÐ ,V'/ Ðà  à€€òòSubject€to€section€(c)€of€this€Rule€and€except€as€providedÐ ° Ðâ âunder€Code,€Criminal€Procedure€Article,€ðð11„205€or€Rule€16„1009Ð \¬ Ð(b),Ô‡ Xü¿XX Xü¿Ôóó€ò òDiscoveryó ó€òòÔ_ÔdiscoveryÔ_Ôóó€and€inspection€pursuant€to€this€Rule€isÐ X Ðavailable€in€the€District€Court€in€actions€for€offenses€that€areÐ ´  Ðpunishable€by€imprisonment,€andòòóó€shall€be€as€follows:€€Ð ` ° Ѐ€€€(1)€The€State's€Attorney€shall€ò òfurnishó ó€òòprovideóó€to€theÐ  \  Ðdefendant€any€material€or€information€ò òthat€tends€to€negate€orÐ ¸  Ðmitigate€the€guilt€or€punishment€of€the€defendant€as€to€theÐ d´  Ðoffense€chargedó ó€òòspecified€in€Rule€4„263€(b)(1)(A),€(b)(2),€andÐ `  Ð(b)(3).óóÐ ¼  ÐòòÓÓCommittee€note:€€Examples€of€material€and€information€that€mustÐ h¸ Ðbe€disclosed€pursuant€to€subsections€(b)(2)€and€(3)€of€Rule€4„263Ð >Ž Ðif€within€the€possession€or€control€of€the€State,€as€described€inÐ d Ðsubsection€(a)(2)€of€this€Rule,€include:€€each€statement€made€byÐ ê: Ða€witness€that€is€inconsistent€with€another€statement€made€by€theÐ À Ðwitness€or€with€a€statement€made€by€another€witnessÔ#† Xü¿XX Xü¿Y,#ÔÔ‡ Xü¿XX Xü¿Ô;€the€medicalÐ –æ Ðor€psychiatric€condition€of€a€witness€that€may€impair€his€or€herÐ l¼ Ðability€to€testify€truthfully€or€accurately;€pending€chargesÐ B’ Ðagainst€a€witness€for€whom€no€deal€is€being€offered€at€the€timeÐ h Ðof€trial;€the€fact€that€a€witness€has€taken€but€did€not€pass€aÐ î> Ðpolygraph€examination;€the€failure€of€a€witness€to€make€anÐ Ä Ðidentification;€and€evidence€that€might€adversely€impact€theÐ šê Ðcredibility€of€the€Stateððs€evidence.€€The€due€diligence€requiredÐ pÀ  Ðby€subsection€(a)(1)€does€not€require€affirmative€inquiry€by€theÐ F –! ÐState€with€regard€to€the€listed€examples€in€all€cases,€but€wouldÐ !l" Ðrequire€such€inquiry€into€a€particular€area€if€informationÐ ò!B# Ðpossessed€by€the€State,€as€described€in€subsection€(a)(2),€wouldÐ È"$ Ðreasonably€lead€the€State€to€believe€that€affirmative€inquiryÐ ž#î% Ðwould€result€in€discoverable€information.€€Due€diligence€does€notÐ t$Ä& Ðrequire€the€State€to€obtain€a€copy€of€the€criminal€record€of€aÐ J%š ' ÐStateððs€witness€unless€the€State€is€aware€of€the€criminal€record.Ð  &p!( ÐIf,€upon€inquiry€by€the€State,€a€witness€denies€having€a€criminalÐ ö&F") Ðrecord,€the€inquiry€and€denial€generally€satisfy€due€diligenceÐ Ì'#* Ðunless€the€State€has€reason€to€question€the€denial.óóò òó óÐ ¢(ò#+ ÐÔ#† Xü¿XX Xü¿+1#ÔÔ‡ Xü¿XX Xü¿ÔÌÓÓ€€€€(2)€Upon€request€of€the€defendantòò,óó€the€State's€Attorney€shallÐ N*ž%- Ðòòproduce€andóó€permit€the€defendant€to€inspectòò,óó€ò òandó ó€copyòò,€andÐ ú+J'/ Ðphotograph:óó€(A)€òòany€relevant€material€or€information€regardingÐ ¦-ö(1 Ðpretrial€identification€of€the€defendant€by€a€witness€for€theÐ ° ÐState€and€specific€searches€and€seizures,€wiretaps,€orÐ \¬ Ðeavesdropping,€(B)óó€ò òany€portion€of€a€document€containingó ó€a€òòcopy€ofÐ X Ðeach€written€or€recordedóó€statementòò,óó€ò òor€containingó ó€òòandóó€theÐ ´  Ðsubstance€of€ò òaó ó€òòeach€oralóó€statement€made€by€the€defendant€òòor€a€co„Ð ` ° Ðdefendantóó€to€a€State€agent€that€the€State€intends€to€use€at€trialÐ  \  Ðor€at€any€hearing€other€than€a€preliminary€hearingòò;óó€ò òandó ó€ò ò(B)ó ó€òò(C)óóÐ ¸  Ðeach€written€report€or€statement€made€by€an€expert€whom€the€StateÐ d´  Ðexpects€to€call€as€a€witness€at€a€hearing,€other€than€aÐ `  Ðpreliminary€hearing,€or€trialòò;€(D)€any€documents,€computer„Ð ¼  Ðgenerated€evidence€as€defined€in€Rule€2„504.3€(a),€recordings,Ð h¸ Ðphotographs,€or€other€tangible€things€that€the€State€intends€toÐ d Ðuse€at€the€hearing€or€trial;€and€(E)€any€item€obtained€from€orÐ À Ðbelonging€to€the€defendant,€whether€or€not€the€State€intends€toÐ l¼ Ðuse€the€item€at€the€hearing€or€trialóó.€€Ð h Ѐ€€€(3)€€Upon€request€of€the€Stateòò,óó€the€defendant€shall€permitÐ Ä Ðany€discovery€or€inspection€specified€in€subsectionòòsóó€ò ò(d)(1)ó óÐ pÀ  Ðòò(c)(2)(A),€(B),€and€(E)óó€of€Rule€4-263.€€Ð !l" ÐÓÓCommittee€note:€€This€Rule€is€not€intended€to€limit€theÐ È"$ Ðconstitutional€requirement€of€disclosure€by€the€State.€€ò òSee€òòBradyÐ ž#î% Ðv.€State,óó€226€Md.€422,€174€A.2d€167€(1961),€Ô_Ôaff'dÔ_Ô,€373€U.S.€83,Ð z$Ê& Ð83€S.€Ct.€1194,€10€L.€Ed.€2d€215€(1963).ó ó€€òòSee€òòBrady€v.€Marylandóó,Ð V%¦ ' Ð373€U.S.€83€(1963);€òòÔ_ÔKylesÔ_Ô€v.€Whitleyóó,€514€U.S.€419€(1995);€òòÔ_ÔGiglioÔ_ÔÐ 2&‚!( Ðv.€U.S.óó,€405€U.S.€150€(1972);€and€òòU.S.€v.€Ô_ÔAgursÔ_Ôóó,€427€U.S.€97Ð '^") Ð(1976).óóÐ ê':#* ÐÌÓÓ€€òò(c)€€Matters€Not€Subject€to€DiscoveryóóÐ –)æ$, Ѐ€€€òò(1)€€By€any€PartyóóÐ B+’&. Ðà  à€€€€òòThis€Rule€does€not€require€the€State€or€the€defendant€toÐ î,>(0 Ðdisclose€(A)€the€mental€impressions,€trial€strategy,€personalÐ š.ê)2 Ðbeliefs,€or€other€privileged€work€product€of€counsel€or€(B)€anyÐ ° Ðother€matter€if€the€court€finds€that€its€disclosure€would€entailÐ \¬ Ða€substantial€risk€of€harm€to€any€person€outweighing€the€interestÐ X Ðin€disclosureÔ#† Xü¿XX Xü¿p7#ÔÔ‡ Xü¿XX Xü¿Ô.óóÐ ´  Ѐ€€€òò(2)€€By€DefendantóóÐ ` ° Ðà  à€€€€òòThis€Rule€does€not€require€the€State€to€disclose€theÐ  \  Ðidentity€of€a€confidential€informant€unless€the€State's€AttorneyÐ ¸  Ðintends€to€call€the€informant€as€a€witnessÔ#† Xü¿XX Xü¿ñC#ÔÔ‡ Xü¿XX Xü¿Ô€or€unless€the€failureÐ d´  Ðto€disclose€the€informant's€identity€would€infringe€aÐ `  Ðconstitutional€right€of€the€defendant.óó€€Ð ¼  ÐÔ#† Xü¿XX Xü¿WE#ÔÔ‡ Xü¿XX Xü¿Ôòòóó€€ò ò(b)ó ó€òò(d)óó€ProcedureÐ h¸ Ðà  à€€The€discovery€and€inspection€required€or€permitted€by€thisÐ d ÐRule€shall€be€completed€before€the€hearing€or€trial.€€A€requestÐ À Ðfor€discovery€and€inspection€and€response€need€not€be€in€writingÐ l¼ Ðand€need€not€be€filed€with€the€court.€€If€a€request€was€madeÐ h Ðbefore€the€date€of€the€hearing€or€trial€and€the€request€wasÐ Ä Ðrefused€or€denied,€the€court€may€grant€a€delay€or€continuance€inÐ pÀ  Ðthe€hearing€or€trial€to€permit€the€inspection€or€discovery.Ð !l" Ѐ€òò(e)€€No€Requirement€to€File€With€Court;€ExceptionsóóÐ È"$ Ðà  à€€òòExcept€as€otherwise€provided€in€these€Rules€or€by€order€ofÐ t$Ä& Ðcourt,€discovery€material€need€not€be€filed€with€the€court.€€IfÐ  &p!( Ðthe€party€generating€the€discovery€material€does€not€file€theÐ Ì'#* Ðmaterial€with€the€court,€that€party€shall€(1)€serve€the€discoveryÐ x)È$, Ðmaterial€on€the€other€party,€(2)€make€the€original€available€forÐ $+t&. Ðinspection€and€copying€by€the€other€party,€and€(3)€retain€theÐ Ð, (0 Ðoriginal€until€the€expiration€of€any€sentence€imposed€on€theÐ |.Ì)2 Ðdefendant.€€This€section€does€not€preclude€the€use€of€discoveryÐ ° Ðmaterial€at€trial€or€as€an€exhibit€to€support€or€oppose€a€motion.óóÐ \¬ ÐSource:€€This€Rule€is€new.Ð X ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Š Ú ÐÌà  àThe€proposed€amendments€to€Rule€4„262€track€the€proposedÐ 6 †  Ðamendments€to€Rule€4„263€to€the€extent€the€Committee€believesÐ  \  Ðdesirable€in€the€District€Court.Ð â 2  ÐÌà  àSection€(c)€of€Rule€4„262€is€moved€to€the€beginning€of€theÐ ŽÞ  ÐRule€and€Ô_ÔreletteredÔ_Ô€(a)(1).€€The€amended€language€of€section€(a)Ð d´  Ðtracks€the€language€of€the€comparable€amendments€to€Rule€4„263,Ð :Š  Ðverbatim.€€A€cross€reference€to€òòState€v.€Williamsóó,€392€Md.€194Ð `  Ð(2006)€is€added€following€subsection€(a)(2).€€New€subsectionÐ ì< Ð(a)(3)€adds€to€Rule€4„262€the€protective€order€provisions€of€RuleÐ Â Ð4„263€(Ô_ÔiÔ_Ô).€€New€subsection€(a)(4)€adds€to€Rule€4„262€the€last€twoÐ ˜è Ðsentences€of€Rule€4„263.Ð n¾ ÐÌà  àIn€section€(b),€as€stated€in€the€Reporterððs€note€to€Rule€4„Ð j Ð263Ô#† Xü¿XX Xü¿NF#ÔÔ‡ Xü¿XX Xü¿Ô,€references€to€Code,€Criminal€Procedure€Article,€ðð11„205€andÐ ð@ ÐRule€16„1009€are€added.Ð Æ ÐÌà  àSubsection€(b)(1)€is€amended€to€clarify€that€the€disclosureÐ r Ðobligations€of€òòBrady€v.€Marylandóó,€373€U.S.€83€(1963)€and€itsÐ H˜ Ðprogeny€apply€in€the€District€Court,€as€well€as€in€circuit€court.€Ð $t ÐThe€amendment€requires€the€Stateððs€Attorney€to€provide€to€theÐ úJ Ðdefendant€the€material€and€information€specified€in€Rule€4„263Ð Ð  Ð(b)(1)(A),€(b)(2),€and€(b)(3).€€As€in€the€amendment€to€Rule€4„Ð ¦ö Ð263,€a€Committee€note€containing€examples€of€ð ðòòBradyóóðð€materialsÐ |Ì  Ðthat€must€be€disclosed€is€added.€€Ð X ¨! ÐÌà  àSubsection€(b)(2),€concerning€disclosure€by€the€State€uponÐ "T# Ðrequest€of€the€defendant,€is€amended€by€the€addition€of€theÐ Ú"*$ Ðsubstance€of€Rule€4„263€(b)(4)(A)€and€(C),€concerning€searchesÐ °#% Ðand€seizures,€wiretaps,€eavesdropping,€and€pretrialÐ †$Ö& Ðidentification€of€the€defendantÔ#† Xü¿XX Xü¿ôP#ÔÔ‡ Xü¿XX Xü¿Ô.€€In€addition,€the€amendment€addsÐ \%¬ ' Ðto€Rule€4„262€(b)(2)€the€substance€ofÔ#† Xü¿XX Xü¿¹U#ÔÔ‡ Xü¿XX Xü¿Ô€Rule€4„263€(c)(1)(D),Ð 2&‚!( ÐEvidence€for€Use€at€Trial,€and€Rule€4„263€(c)(1)(E),€Property€ofÐ 'X") Ðthe€Defendant.€Ð Þ'.#* ÐÌà  àIn€addition€to€the€reference€to€òòBradyóó,€references€to€threeÐ Š)Ú$, Ðadditional€opinions€of€the€U.S.€Supreme€Court€are€proposed€to€beÐ f*¶%- Ðadded€to€the€Committee€note€following€section€(b).Ð <+Œ&. ÐÔ#† Xü¿XX Xü¿WV#ÔÔ‡ Xü¿XX Xü¿ÔÌà  àAlso€added€to€the€Rule€is€a€new€section€(c),€which€isÐ è,8(0 Ðderived€verbatim€from€Rule€4„263€(d),€Matters€Not€Subject€toÐ ¾-)1 ÐDiscovery,€as€amended.€€Ð ”.ä)2 Їà  àNew€section€(e)€is€added€for€the€reasons€stated€in€theÐ ° ÐReporterððs€note€to€Rule€4„263€(h).€€Due€to€the€volume€of€cases€inÐ †Ö Ðthe€District€Court,€Stateððs€Attorneys€believe€that€theÐ \¬ Ðrequirement€of€filing€a€notice€that€ð ðreasonably€identifies€theÐ 2‚ Ðinformation€providedðð€and€ð ðstates€the€date€and€manner€ofÐ X Ðservice,ðð€which€is€included€in€new€section€(h)€of€Rule€4„263,Ð Þ. Ðwould€be€burdensome€in€Rule€4„262.€€The€Committee€agrees,€and€hasÐ ´  Ðexcluded€this€requirement€from€the€provisions€of€Rule€4„262€(e).€Ð Š Ú ÐAlso€omitted€from€section€(e)€of€Rule€4„262€is€the€last€sentenceÐ ` ° Ðof€Rule€4„263€(h),€which€requires€the€parties€to€file€a€statementÐ 6 †  Ðof€their€agreement€with€the€Court€if€they€agree€to€provideÐ  \  Ðdiscovery€or€disclosures€in€a€manner€different€from€the€mannerÐ â 2  Ðset€forth€in€the€Rule.€€Additionally,€in€Rule€4„262,€the€timeÐ ¸  Ðthat€a€party€must€retain€original€discovery€materials€that€areÐ ŽÞ  Ðnot€filed€with€the€court€is€ð ðuntil€the€expiration€of€any€sentenceÐ d´  Ðimposed€on€the€defendant,ðð€rather€than€the€time€period€stated€inÐ :Š  ÐRule€4„263€(h).Ô#† Xü¿XX Xü¿;X#ÔÔ‡ Xü¿XX Xü¿ÔÐ `  ÐÔ#† Xü¿XX Xü¿­^#ÔÌÌÌÌÌÌÌÌÌà  àà ` àà ¸ àà  àà h àà À àà  àà p àà È àà  àÐ  l¼ ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° Ðà@ìì*ìàˆÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@0 0 ìàCHAPTER€200€„€PRETRIAL€PROCEDURESˆÐ X ÐÌÌà  àAMEND€Rule€4„217€Ô#† Xü¿XX Xü¿š_#Ôby€adding€a€Code€reference€to€section€(g)Ô‡ Xü¿XX Xü¿Ô,Ð Š Ú ÐÌas€follows:Ð 6 †  ÐÌÌRule€4-217.€€BAIL€BONDS€Ô#† Xü¿XX Xü¿a#ÔÔ‡ Xü¿XX Xü¿ÔÐ ¸  Ðò òÔ#† Xü¿XX Xü¿¦a#ÔÔ‡ Xü¿XX Xü¿ÔÌó óÔ#† Xü¿XX Xü¿b#ÔÔ‡ Xü¿XX Xü¿ÔÌ€€€.€.€.Ð H˜  ÐÌÓÓ€€(g)€€Form€and€Contents€of€Bond€-€ExecutionÐ ôD Ðà  à€€Every€pretrial€bail€bond€taken€shall€be€in€the€form€of€theÐ  ð Ðbail€bond€set€forth€at€the€end€of€this€Title€as€Form€4-217.2,Ð Lœ Ðandòò,€except€as€provided€in€Code,€Criminal€Procedure€Article,€ðð5„Ð øH Ð214,óó€ò òó óshall€be€executed€and€acknowledged€by€the€defendant€and€anyÐ ¤ô Ðsurety€before€the€person€who€takes€the€bond.€€Ð P  ÐÓÓ€€€.€.€.Ð üL ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ~Î  ÐÌà  àThe€General€Assembly€enacted€Chapter€178,€Acts€of€2007€(SBÐ *!z" Ð685),€which€allows€a€defendant€who€has€already€appeared€before€aÐ "P# Ðcommissioner€or€judge€in€a€criminal€case€to€post€bond€by€means€ofÐ Ö"&$ Ðelectronic€transmission€or€hand„delivery€of€the€relevantÐ ¬#ü% Ðdocumentation€without€appearing€before€the€commissioner€or€judge,Ð ‚$Ò& Ðif€authorized€by€the€County€Administrative€Judge€in€the€circuitÐ X%¨ ' Ðcourt€or€the€Chief€Judge€of€the€District€Court€in€a€DistrictÐ .&~!( ÐCourt€case.€€The€Rules€Committee€recommends€adding€a€reference€toÐ 'T") Ðthe€new€statute€to€section€(g)€of€Rule€4„217.Ð Ú'*#* ÐÌÔ#† Xü¿XX Xü¿Fb#ÔÐ  †)Ö$, ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@0 0 ìàCHAPTER€200€„€PRETRIAL€PROCEDURESˆÐ X ÐÌÌà  àAMEND€Rule€4„246€to€make€a€stylistic€change€to€section€(a),€Ð Š Ú ÐÌto€require€that€a€court€announce€on€the€record€a€determinationÐ 6 †  ÐÌthat€a€waiver€is€made€knowingly€and€voluntarily,€and€to€add€aÐ â 2  ÐÌCommittee€note€and€a€cross€reference€after€section€(b),€asÐ ŽÞ  ÐÌfollows:Ð :Š  ÐÌÌRule€4-246.€€WAIVER€OF€JURY€TRIAL€ð!ð€CIRCUIT€COURT€Ð ¼  ÐÌÌÓÓ€€(a)€€GenerallyÐ >Ž Ðà  à€€In€the€circuit€courtòò,óó€a€defendant€having€a€right€to€trialÐ ê: Ðby€jury€shall€be€tried€by€a€jury€unless€the€right€is€waivedÐ –æ Ðpursuant€to€section€(b)€of€this€Rule.€€ò òIf€the€waiver€is€acceptedÐ B’ Ðby€the€court,€theó ó€òòÔ_ÔTheÔ_Ôóó€State€ò òmayó ó€òòdoesóó€not€òòhave€the€right€toóó€electÐ î> Ða€trial€by€jury.€€Ð šê Ѐ€(b)€€Procedure€for€Acceptance€of€WaiverÐ F –! Ðà  à€€A€defendant€may€waive€the€right€to€a€trial€by€jury€at€anyÐ ò!B# Ðtime€before€the€commencement€of€trial.€€The€court€may€not€acceptÐ ž#î% Ðthe€waiver€untilòò,óó€ò òit€determines,ó ó€after€an€examination€of€theÐ J%š ' Ðdefendant€on€the€record€in€open€court€conducted€by€the€court,€theÐ ö&F") ÐState's€Attorney,€the€attorney€for€the€defendant,€or€anyÐ ¢(ò#+ Ðcombination€thereof,€òòthe€court€determines€and€announces€on€theÐ N*ž%- Ðrecordóó€that€the€waiver€is€made€knowingly€and€voluntarily.€òòóóÐ ú+J'/ ÐÓÓòòCommittee€note:€€Although€the€law€does€not€require€the€court€toÐ ¦-ö(1 Ðuse€a€specific€form€of€inquiry€in€determining€whether€aÐ |.Ì)2 Ðdefendantððs€waiver€of€a€jury€trial€is€knowing€and€voluntary,€theÐ ° Ðrecord€must€demonstrate€an€intentional€relinquishment€of€a€knownÐ †Ö Ðright.€€What€questions€must€be€asked€will€depend€upon€the€factsÐ \¬ Ðand€circumstances€of€the€particular€case.óó€€Ð 2‚ ÐÌà  àòòIn€determining€whether€a€waiver€is€òòknowingóó,€the€court€shouldÐ Þ. Ðseek€to€ensure€that€the€defendant€understands€that:€(1)€theÐ º  Ðdefendant€has€the€right€to€a€trial€by€jury;€(2)€unless€theÐ  à Ðdefendant€waives€a€trial€by€jury,€the€case€will€be€tried€by€aÐ f ¶ Ðjury;Ð < Œ  ÐÌÌÌò òà@àà$ìàALTERNATIVE€1ˆÐ ”ä  ÐÌ(3)€a€jury€consists€of€12€individuals€selected€from€a€list€ofÐ \¬  Ðindividuals,€who€reside€in€the€county€where€the€court€is€sittingÐ @  Ðand€who€are€selected€at€random;óóÐ $t ÐÌÌà@àà$ìàòòALTERNATIVE€2óóˆÐ Ð  ÐÌòò(3)€a€jury€consists€of€12€individuals€who€reside€in€the€countyÐ ˜è Ðwhere€the€court€is€sitting,€selected€at€random€from€a€list€thatÐ |Ì Ðincludes€registered€voters,€licensed€drivers,€and€holders€ofÐ `° Ðidentification€cards€issued€by€the€Motor€Vehicle€Administration,Ð D” Ðseated€as€jurors€at€the€conclusion€of€a€selection€process€inÐ (x Ðwhich€the€defendant,€the€defendantððs€attorney,€and€the€StateÐ  \ Ðparticipate;ó óóóÐ ð@ ÐÌòòÌÌ(4)€all€12€jurors€must€agree€on€whether€the€defendant€is€guiltyÐ V ¦  Ðor€not€guilty€and€may€only€convict€upon€proof€beyond€a€reasonableÐ ,!|! Ðdoubt;€(5)€if€the€jury€is€unable€to€reach€a€unanimous€decision,€aÐ "R" Ðmistrial€will€be€declared€and€the€State€will€then€have€the€optionÐ Ø"(# Ðof€retrying€the€defendant;€and€(6)€if€the€defendant€waives€a€juryÐ ®#þ$ Ðtrial,€the€court€will€not€permit€the€defendant€to€change€theÐ „$Ô% Ðelection€unless€the€court€finds€good€cause€to€permit€the€change.óó€€Ð Z%ª & ÐÌà  àòòIn€determining€whether€a€waiver€is€voluntary,€the€courtÐ 'V"( Ðshould€consider€the€defendantððs€responses€to€questions€such€as:Ð Ü',#) Ð(1)€Are€you€making€this€decision€of€your€own€free€will?;€(2)€HasÐ ²($* Ðanyone€offered€or€promised€you€anything€in€exchange€for€giving€upÐ ˆ)Ø$+ Ðyour€right€to€a€jury€trial?;€(3)€Has€anyone€threatened€or€coercedÐ ^*®%, Ðyou€in€any€way€regarding€your€decision?;€and€(4)€Are€youÐ 4+„&- Ðpresently€under€the€influence€of€any€medications,€drugs,€orÐ  ,Z'. Ðalcohol?.óó€€Ð à,0(/ Ðâ âÐ ¶-)0 ÐòòCross€reference:€€See€òòKang€v.€Stateóó,€393€Md.€97€(2006)€andÐ ° Ðâ âòòÔ_ÔAbeokutoÔ_Ô€v.€Stateóó,€391€Md.€289€(2006).óóÓÓÐ ŒÜ Ѐ€(c)€€Withdrawal€of€a€WaiverÐ D” Ðà  à€€After€accepting€a€waiver€of€jury€trial,€the€court€mayÐ ð@ Ðpermit€the€defendant€to€withdraw€the€waiver€only€on€motion€madeÐ œ ì Ðbefore€trial€and€for€good€cause€shown.€€In€determining€whether€toÐ H ˜  Ðallow€a€withdrawal€of€the€waiver,€the€court€may€consider€theÐ ô D  Ðextent,€if€any,€to€which€trial€would€be€delayed€by€theÐ  ð  Ðwithdrawal.€€Ð Lœ  ÐÓÓSource:€€This€Rule€is€derived€from€former€Rule€735.€€Ð øH ÐÌÌà@¤¤#ìàòòREPORTERS€NOTEóóˆÐ zÊ ÐÌà  àIn€light€of€the€consolidated€opinion€in€òòPowell€v.€Stateóó€andÐ &v ÐòòÔ_ÔZylanzÔ_Ô€v.€Stateóó,€394€Md.€632€(2006),€a€proposed€addition€to€RuleÐ R Ð4„246€(b)€requires€a€circuit€court,€when€it€accepts€a€waiver€of€aÐ Þ. Ðjury€trial,€to€announce€on€the€record€its€determination€that€theÐ ´ Ðwaiver€is€made€knowingly€and€voluntarily.€€The€phrase,€ð ðannounceÐ ŠÚ Ðon€the€recordðð€is€borrowed€from€language€used€in€Rule€15„203€(a).Ð `° ÐComparable€amendments€to€section€(b)€of€Rule€4„215€(Waiver€ofÐ 6† ÐCounsel)€and€sections€(c)€and€(d)€of€Rule€4„242€(Pleas)€also€areÐ  \ Ðproposed.Ð â2 ÐÌà  àIn€the€cases€of€òòKang€v.€Stateóó,€393€Md.€97€(2006)€andÐ ŽÞ  ÐòòÔ_ÔAbeokutoÔ_Ô€v.€Stateóó,€391€Md.€289€(2006),€the€Court€of€AppealsÐ j º! Ðdeclined€to€require€the€trial€court€to€use€a€particular€form€ofÐ F!–" Ðinquiry€to€determine€the€voluntariness€of€a€jury€trial€waiver,Ð "l# Ðbut€expressed€its€preference€that€judges€make€a€specific€inquiryÐ ò"B$ Ðinto€voluntariness.€€A€proposed€Committee€note€following€sectionÐ È#% Ð(b)€provides€guidance€to€the€trial€court€in€determining€whether€aÐ ž$î& Ðjury€trial€waiver€is€made€both€knowingly€and€voluntarily.€€AÐ t%Ä ' Ðcross€reference€following€the€Committee€note€cites€the€two€cases.Ð J&š!( ÐÔ#† Xü¿XX Xü¿h#ÔÐ   'p") Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° Ðà@ìì*ìàˆÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@0 0 ìàCHAPTER€200€„€PRETRIAL€PROCEDURESˆÐ X ÐÌÌÓÓà  àAMEND€4„215€by€adding€to€section€(b)€a€requirement€that€theÐ Š Ú Ðcourt€announce€on€the€record€a€certain€determination€by€theÐ 6 †  Ðcourt,€as€follows:Ð â 2  ÐÓÓÌRule€4„215.€€WAIVER€OF€COUNSELÐ d´  ÐÌÌÓÓ€€€.€.€.Ð æ6 Ѐ€(b)€€Express€Waiver€of€CounselÐ ’â Ðà  à€€If€a€defendant€who€is€not€represented€by€counsel€indicatesÐ >Ž Ða€desire€to€waive€counsel,€the€court€may€not€accept€the€waiverÐ ê: Ðuntil€ò òit€determines,ó ó€after€an€examination€of€the€defendant€on€theÐ –æ Ðrecord€conducted€by€the€court,€the€State's€Attorney,€or€both,€òòtheÐ B’ Ðcourt€determines€and€announces€on€the€recordóó€that€the€defendantÐ î> Ðis€knowingly€and€voluntarily€waiving€the€right€to€counsel.€€IfÐ šê Ðthe€file€or€docket€does€not€reflect€compliance€with€section€(a)Ð F –! Ðof€this€Rule,€the€court€shall€comply€with€that€section€as€part€ofÐ ò!B# Ðthe€waiver€inquiry.€€The€court€shall€ensure€that€compliance€withÐ ž#î% Ðthis€section€is€noted€in€the€file€or€on€the€docket.€€At€anyÐ J%š ' Ðsubsequent€appearance€of€the€defendant€before€the€court,€theÐ ö&F") Ðdocket€or€file€notation€of€compliance€shall€be€prima€facie€proofÐ ¢(ò#+ Ðof€the€defendant's€express€waiver€of€counsel.€€After€there€hasÐ N*ž%- Ðâ âbeen€an€express€waiver,€no€postponement€of€a€scheduled€trial€orÐ ú+J'/ Ðhearing€date€will€be€granted€to€obtain€counsel€unless€the€courtÐ ° Ðfinds€it€is€in€the€interest€of€justice€to€do€so.€Ð \¬ Ðâ  €.€.€.Ð X ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Š Ú ÐÌà  àSee€the€Reporterððs€note€to€the€proposed€amendments€to€RuleÐ 6 †  Ð4„246.€Ð  \  ÐÔ_ÔÔ_ÔÐ  â 2  ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@0 0 ìàCHAPTER€200€„€PRETRIAL€PROCEDURESˆÐ X ÐÌÌÓÓà  àAMEND€Ô#† Xü¿XX Xü¿Ð#ÔRule€4„242€by€adding€to€sections€(c)€and€(d)€aÐ Š Ú Ðrequirement€that€the€court€announce€on€the€record€a€certainÐ 6 †  Ðdetermination€by€the€court€and€by€adding€to€section€(e)€aÐ â 2  Ðprovision€pertaining€to€the€collateral€consequences€of€pleadingÐ ŽÞ  Ðguilty€to€certain€offenses,€as€follows:Ð :Š  ÐÓÓÌRule€4„242.€€PLEASÐ ¼  ÐÌÌÓÓ€€€.€.€.Ð >Ž Ѐ€(c)€€Plea€of€guiltyÐ ê: Ðà  à€€The€court€may€òònotóó€accept€a€plea€of€guilty€ò òonly€after€itÐ –æ Ðdetermines,€uponó ó€òòuntil€afteróó€an€examination€of€the€defendant€onÐ B’ Ðthe€record€in€open€court€conducted€by€the€court,€the€State'sÐ î> ÐAttorney,€the€attorney€for€the€defendant,€or€any€combinationÐ šê Ðthereof,€òòthe€court€determines€and€announces€on€the€recordóó€thatÐ F –! Ð(1)€the€defendant€is€pleading€voluntarily,€with€understanding€ofÐ ò!B# Ðthe€nature€of€the€charge€and€the€consequences€of€the€plea;€andÐ ž#î% Ð(2)€there€is€a€factual€basis€for€the€plea.€€In€addition,€beforeÐ J%š ' Ðaccepting€the€plea,€the€court€shall€comply€with€section€(e)€ofÐ ö&F") Ðthis€Rule.€€The€court€may€accept€the€plea€of€guilty€even€thoughÐ ¢(ò#+ Ðthe€defendant€does€not€admit€guilt.€€Upon€refusal€to€accept€aÐ N*ž%- Ðplea€of€guilty,€the€court€shall€enter€a€plea€of€not€guilty.€€Ð ú+J'/ Ѐ€(d)€€Plea€of€Nolo€ContendereÐ ¦-ö(1 Ðà  à€€A€defendant€may€plead€nolo€contendere€only€with€theÐ ° Ðconsent€of€court.€€The€court€may€require€the€defendant€or€counselÐ \¬ Ðto€provide€information€it€deems€necessary€to€enable€it€toÐ X Ðdetermine€whether€or€not€it€will€consent.€€The€court€may€òònotóóÐ ´  Ðaccept€the€plea€ò òonly€after€it€determines,€uponó ó€òòuntil€afteróó€anÐ ` ° Ðexamination€of€the€defendant€on€the€record€in€open€courtÐ  \  Ðconducted€by€the€court,€the€State's€Attorney,€the€attorney€forÐ ¸  Ðthe€defendant,€or€any€combination€thereof,€òòthe€court€determinesÐ d´  Ðand€announces€on€the€recordóó€that€the€defendant€is€pleadingÐ `  Ðvoluntarily€with€understanding€of€the€nature€of€the€charge€andÐ ¼  Ðthe€consequences€of€the€plea.€€In€addition,€before€accepting€theÐ h¸ Ðplea,€the€court€shall€comply€with€section€(e)€of€this€Rule.Ð d ÐFollowing€the€acceptance€of€a€plea€of€nolo€contendere,€the€courtÐ À Ðshall€proceed€to€disposition€as€on€a€plea€of€guilty,€but€withoutÐ l¼ Ðfinding€a€verdict€of€guilty.€€If€the€court€refuses€to€accept€aÐ h Ðplea€of€nolo€contendere,€it€shall€call€upon€the€defendant€toÐ Ä Ðplead€anew.Ð pÀ  Ѐ€(e)€€Collateral€Consequences€of€a€Plea€of€Guilty€or€NoloÐ !l" ÐContendereÐ È"$ Ðà  à€€Before€the€court€accepts€a€plea€of€guilty€or€noloÐ t$Ä& Ðcontendere,€the€court,€the€State's€Attorney,€the€attorney€for€theÐ  &p!( Ðdefendant,€or€any€combination€thereof€shall€advise€the€defendantÐ Ì'#* Ð(1)€that€by€entering€the€plea,€if€the€defendant€is€not€a€UnitedÐ x)È$, ÐStates€citizen,€the€defendant€may€face€additional€consequences€ofÐ $+t&. Ðdeportation,€detention,€or€ineligibility€for€citizenshipòò,óó€ò òandó ó€òò(2)Ð Ð, (0 Ðthat€by€entering€a€plea€to€the€offenses€set€out€in€Code,€CriminalÐ |.Ì)2 ÐProcedure€Article,€ðð11„701,€the€defendant€shall€have€to€registerÐ ° Ðwith€the€defendantððs€supervising€authority€as€defined€in€Code,Ð \¬ ÐCriminal€Procedure€Article,€ðð11„701€(Ô_ÔiÔ_Ô),€andóó€ò ò(2)ó ó€òò(3)óó€that€theÐ X Ðdefendant€should€consult€with€defense€counsel€if€the€defendant€isÐ ´  Ðrepresented€and€needs€additional€information€concerning€theÐ ` ° Ðpotential€consequences€of€the€plea.€€The€omission€of€adviceÐ  \  Ðconcerning€the€collateral€consequences€of€a€plea€does€not€itselfÐ ¸  Ðmandate€that€the€plea€be€declared€invalid.€Ð d´  Ѐ€€.€.€.Ð `  ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ’â ÐÌà  àSee€the€Reporterððs€note€to€the€proposed€amendments€to€RuleÐ >Ž Ð4„246,€concerning€the€proposed€amendments€to€Rule€4„242€(c)€andÐ d Ð(d).Ð ê: ÐÌà  àòòDawson€v.€Stateóó,€172€Md.€App.€633€(2007)€involved€aÐ –æ Ðdefendant€who€pleaded€guilty€to€a€sexual€offense€withoutÐ r Ðrealizing€that€a€collateral€consequence€of€the€plea€would€be€thatÐ H˜ Ðhe€would€be€required€to€register€as€a€sexual€offender€pursuant€toÐ n ÐCode,€Criminal€Procedure€Article,€ðð11„704€(a).€€After€theÐ ôD Ðdefendantððs€plea€was€taken,€he€requested€that€the€plea€beÐ Ê Ðwithdrawn€when€he€learned€of€the€required€registration.€€TheÐ  ð ÐCourt€of€Special€Appeals€remanded€the€case€to€the€circuit€courtÐ vÆ  Ðpursuant€to€the€discretion€afforded€by€the€court€in€Rule€4„242Ð L œ! Ð(g).€€The€Rules€Committee€believes€that€because€of€the€severityÐ "!r" Ðof€the€collateral€consequence€of€being€found€guilty€of€a€sexualÐ ø!H# Ðoffense,€a€new€provision€should€be€added€to€section€(e)€of€RuleÐ Î"$ Ð4„242€specifying€that€a€defendant€who€intends€to€plead€guilty€orÐ ¤#ô% Ðòònolo€contendereóó€Ô_ÔtoÔ_Ô€this€type€of€offense€must€be€advised€of€theÐ z$Ê& Ðcollateral€consequence€of€registration€as€a€sexual€offender€asÐ V%¦ ' Ðdefined€in€Code,€Criminal€Procedure€Article,€ðð11„701.Ð ,&|!( ЀÌÌÐ  ®(þ#+ ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@0 0 ìàCHAPTER€200€„€PRETRIAL€PROCEDURESˆÐ X ÐÌÌà  àAMEND€Rule€4„265€to€add€definitions€to€a€new€section€(a);€toÐ Š Ú ÐÌdelete€language€from€section€(b);€to€change€the€Ô_ÔtaglineÔ_Ô€of€andÐ 6 †  ÐÌdelete€language€from€section€(c);€to€add€a€new€section€(d)Ð â 2  ÐÌproviding€that€a€subpoena€include€a€designation€of€the€materials,Ð ŽÞ  ÐÌnot€privileged,€that€are€to€be€produced€by€the€witness;€to€add€aÐ :Š  ÐÌnew€section€(e)€pertaining€to€filing€and€service;€to€add€a€crossÐ æ6 ÐÌreference€after€section€(e);€and€to€make€stylistic€changes,€asÐ ’â ÐÌfollows:Ð >Ž ÐÌÌRule€4-265.€€SUBPOENA€FOR€HEARING€OR€TRIAL€Ð À ÐÌÌÓÓ€€òò(a)€€DefinitionsóóÐ B’ Ѐ€€€òò(1)€€TrialóóÐ î> Ðà  à€€€€òòFor€purposes€of€this€Rule,€ð ðtrialðð€includes€hearing.óóÐ šê Ѐ€€€òò(2)€€Trial€SubpoenaóóÐ F –! Ðà  à€€€€òòFor€purposes€of€this€Rule,€ð ðtrial€subpoenaðð€includesÐ ò!B# Ðhearing€subpoena.óóÐ ž#î% Ѐ€ò ò(a)ó ó€òò(b)óó€Preparation€by€ClerkÐ J%š ' Ðà  à€€On€request€of€a€party,€the€clerk€shall€prepare€and€issue€aÐ ö&F") Ðsubpoena€commanding€a€witness€to€appear€to€testify€at€ò òa€hearingÐ ¢(ò#+ Ðoró ó€trial.€€ò òUnless€the€court€waives€the€time€requirements€of€thisÐ N*ž%- Ðsection,€the€request€shall€be€filed€at€least€nine€days€beforeÐ ú+J'/ Ðtrial€in€circuit€court,€or€seven€days€before€trial€in€DistrictÐ ¦-ö(1 ÐCourt,€not€including€the€day€of€trial€and€intervening€Saturdays,Ð ° ÐSundays,€and€holidays.ó ó€€The€request€for€subpoena€shall€state€theÐ \¬ Ðname,€address,€and€county€of€the€witness€to€be€served,€the€dateÐ X Ðand€hour€when€the€attendance€of€the€witness€is€required,€and€ò òtheó óÐ ´  Ðòòwhichóó€party€ò òrequestingó ó€òòhas€requestedóó€the€subpoena.€€If€theÐ ` ° Ðrequest€is€for€a€subpoena€duces€tecum,€the€request€also€shallÐ  \  Ðò òcontain€a€designation€ofó ó€òòdesignateóó€the€òòrelevantóó€documents,Ð ¸  Ðrecordings,€photographs,€or€other€tangible€things,€notÐ d´  Ðprivilegedò ò,€which€constitute€or€contain€evidence€relevant€to€theÐ `  Ðaction,ó ó€that€are€to€be€produced€by€the€witness.€€ò òAt€least€fiveÐ ¼  Ðdays€before€trial,€not€including€the€day€of€trial€and€interveningÐ h¸ ÐSaturdays,€Sundays,€or€holidays,€the€clerk€shall€deliver€theÐ d Ðsubpoena€for€service€pursuant€to€Rule€4-266€(b).ó ó€€Ð À Ѐ€ò ò(b)ó ó€òò(c)óó€Preparation€by€Party€òòor€Officer€of€the€CourtóóÐ l¼ Ðà  à€€On€request€of€a€party€entitled€to€the€issuance€of€aÐ h Ðsubpoena,€the€clerk€shall€provide€a€blank€form€of€subpoena€whichÐ Ä Ðshall€be€filled€in€and€returned€to€the€clerk€to€be€signed€andÐ pÀ  Ðsealed€before€service.€€On€request€of€an€attorney€or€otherÐ !l" Ðofficer€of€the€court€entitled€to€the€issuance€of€a€subpoena,€theÐ È"$ Ðclerk€shall€issue€a€subpoena€signed€and€sealed€but€otherwise€inÐ t$Ä& Ðblank,€which€shall€be€filled€in€before€service.€€ò òUnlessÐ  &p!( Ðimpracticable,€a€party€shall€make€a€good€faith€effort€to€cause€aÐ Ì'#* Ðtrial€or€hearing€subpoena€to€be€served€at€least€five€days€beforeÐ x)È$, Ðthe€trial€or€hearing.ó ó€€Ð $+t&. Ðâ  òò(d)€Issuance€of€Subpoena€Duces€TecumóóÐ Ð, (0 Ðà  à€òòA€subpoena€duces€tecum€shall€include€a€designation€of€theÐ ° Ðâ âdocuments,€recordings,€photographs,€or€other€tangible€things,€notÐ \¬ Ðprivileged,€that€are€to€be€produced€by€the€witness.óóÐ X Ѐ€òò(e)€€Filing€and€ServiceóóÐ ´  Ðà  à€€òòUnless€the€court€waives€the€time€requirements€of€thisÐ ` ° Ðsection,€the€request€for€subpoena€shall€be€filed€at€least€nineÐ  \  Ðdays€before€trial€in€the€circuit€court,€or€seven€days€beforeÐ ¸  Ðtrial€in€the€District€Court,€not€including€the€date€of€trial€andÐ d´  Ðintervening€Saturdays,€Sundays,€and€holidays.€€At€least€five€daysÐ `  Ðbefore€trial,€not€including€the€date€of€the€trial€and€interveningÐ ¼  ÐSaturdays,€Sundays,€or€holidays,€the€clerk€shall€deliver€theÐ h¸ Ðsubpoena€for€service€pursuant€to€Rule€4„266€(b).€€UnlessÐ d Ðimpracticable,€there€must€be€a€good€faith€effort€to€cause€a€trialÐ À Ðsubpoena€to€be€served€at€least€five€days€before€the€trial.óóÐ l¼ ÐÓÓòòCross€reference:€€As€to€additional€requirements€for€certainÐ h Ðsubpoenas,€see€Code,€Health„General€Article,€ðð4„306€(b)(6)€andÐ î> ÐCode,€Financial€Institutions€Article,€ðð1„304.óóÐ Ä ÐÌSource:€€This€Rule€is€òòin€partóó€derived€from€former€Rule€742€b€andÐ pÀ  ÐÔ_ÔM.D.R.Ô_Ô€742€a€òòand€in€part€newóó.€Ð F –! ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ È"$ Ðà  àà ` àà ¸ àà  àà h àà À àà  àà p àÌà  à€Russell€Butler,€Esq.€pointed€out€an€inadvertent€omission€inÐ t$Ä& ÐRule€4„265.€€Current€section€(a),€pertaining€to€subpoenasÐ J%š ' Ðprepared€by€the€clerk,€provides€that€privileged€material€shouldÐ  &p!( Ðnot€be€subpoenaed,€but€current€section€(b),€pertaining€toÐ ö&F") Ðsubpoenas€prepared€by€a€party,€does€not€contain€that€prohibition.€Ð Ì'#* ÐMr.€Butler€suggests€adding€a€new€section€(d)€to€Rule€4„265€thatÐ ¢(ò#+ Ðwould€contain€language€similar€to€that€currently€in€section€(a)Ð x)È$, Ðproviding€that€the€subpoena€include€a€designation€of€theÐ N*ž%- Ðdocuments,€recordings,€photographs,€or€other€tangible€things,€notÐ $+t&. Ðprivileged,€that€are€to€be€produced€by€the€witness.€€The€RulesÐ ú+J'/ ÐCommittee€is€in€agreement€with€Mr.€Butlerððs€suggestion€to€add€aÐ Ð, (0 Ðnew€section€(d).Ð ¦-ö(1 ÐÐ |.Ì)2 Ðà  àIn€discussing€the€proposed€changes€to€Rule€4„265,€the€RulesÐ ° ÐCommittee€observed€that€the€Rule€refers€to€both€ð ðhearing€orÐ †Ö Ðtrialðð€as€well€as€only€to€ð ðtrial.ðð€€To€correct€this€ambiguity,€aÐ \¬ Ðdefinitions€section€is€proposed€to€be€added€as€section€(a).€€TheÐ 2‚ ÐCommittee€also€expressed€the€view€that€the€timing€provisions€ofÐ X Ðthe€Rule€should€be€the€same€whether€the€subpoena€is€prepared€byÐ Þ. Ðthe€clerk€or€by€a€party.€€The€Committee€proposes€to€add€a€newÐ ´  Ðsection€(e)€pertaining€to€filing€and€service€that€does€notÐ Š Ú Ðdifferentiate€between€subpoenas€prepared€by€the€clerk€orÐ ` ° Ðsubpoenas€prepared€by€a€party.Ð 6 †  ÐÌà  àTo€address€privacy€issues€related€to€medical€recordsÐ â 2  Ðrequired€by€Public€Law€104„191€(1996)€(the€Health€InsuranceÐ ¸  ÐPortability€and€Accounting€Act)€and€Ô_ÔÔ_ÔÔ_ÔfinancialÔ_Ô€records,€theÐ ŽÞ  ÐCommittee€recommends€adding€to€the€Rule€a€cross€reference€toÐ d´  ÐCode,€Health„General€Article,€ðð4„306€(b)(6)€and€Code,€FinancialÐ :Š  ÐInstitutions€Article,€ðð1„304.€€The€same€cross€reference€is€addedÐ `  Ðto€Rules€2„510€and€3„510.Ð æ6 ÐÔ#† Xü¿XX Xü¿Û¦#ÔÐ  ¼  ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@0 0 ìàCHAPTER€200€„€PRETRIAL€PROCEDURESˆÐ X ÐÌÌà  àAMEND€Rule€4„264€to€add€a€cross€reference€at€the€end€of€theÐ Š Ú ÐÌRule,€as€follows:Ð 6 †  ÐÌÌRule€4-264.€€SUBPOENA€FOR€TANGIBLE€EVIDENCE€BEFORE€TRIAL€INÐ ¸  ÐÌCIRCUIT€COURT€Ð d´  ÐÌÌÓÓà  àOn€motion€of€a€party,€the€circuit€court€may€order€theÐ æ6 Ðissuance€of€a€subpoena€commanding€a€person€to€produce€forÐ ’â Ðinspection€and€copying€at€a€specified€time€and€place€before€trialÐ >Ž Ðdesignated€documents,€recordings,€photographs,€or€other€tangibleÐ ê: Ðthings,€not€privileged,€which€may€constitute€or€contain€evidenceÐ –æ Ðrelevant€to€the€action.€€Any€response€to€the€motion€shall€beÐ B’ Ðfiled€within€five€days.€€Ð î> ÐÓÓòòCross€reference:€€As€to€additional€requirements€for€certainÐ šê Ðsubpoenas,€see€Code,€Health„General€Article,€ðð4„306€(b)(6)€andÐ pÀ  ÐCode,€Financial€Institutions€Article,€ðð1„304.Ð F –! ÐóóÌÌSource:€€This€Rule€is€derived€from€former€Rule€742€a.€€Ð È"$ ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ J%š ' ÐÌà  àSee€the€third€paragraph€of€the€Reporterððs€Note€to€Rule€Ð ö&F") Ð4„265.Ð Ì'#* ÐÔ#† Xü¿XX Xü¿»Æ#ÔÐ  ¢(ò#+ Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€TRIAL€AND€SENTENCINGˆÐ X ÐÌÌà  àAMEND€Rule€4„341€to€include€statutes€that€requireÐ Š Ú ÐÌÔ_ÔpresentenceÔ_Ô€investigation€and€report,€as€follows:Ð 6 †  ÐÌÌRule€4„341.€€SENTENCING€„€Ô_ÔPRESENTENCEÔ_Ô€INVESTIGATION€AND€REPORT€Ð ¸  ÐÔ‡Xø=XX Xü¿ÔÌÌÓÓà  àBefore€imposing€a€sentence,€ò òif€required€by€lawó óòòóó€the€court€òòinÐ "r  Ðaccordance€with€Code,€Correctional€Services€Article,€ðð6„112€(c)Ð ¶ Ðand€Code,€Criminal€Procedure€Article,€ððÔ#† Xü¿XXXø=Ï#ÔÔ‡Xø=XX Xü¿Ô11„727óó€shall,€and€in€otherÐ Jš Ðcases€may,€order€a€Ô_ÔpresentenceÔ_Ô€investigation€and€report.€€A€copyÐ Þ. Ðof€the€report,€including€any€recommendation€to€the€court,€shallÐ r Ðbe€mailed€or€otherwise€delivered€to€the€defendant€or€counsel€andÐ V Ðto€the€State's€Attorney€in€sufficient€time€before€sentencing€toÐ šê Ðafford€a€reasonable€opportunity€for€the€parties€to€investigateÐ .~ Ðthe€information€in€the€report.€€Except€for€any€portion€of€aÐ Â ÐÔ_ÔpresentenceÔ_Ô€report€that€is€admitted€into€evidence,€the€report,Ð V¦! Ðincluding€any€recommendation€to€the€court,€is€not€a€public€recordÐ ê :# Ðand€shall€be€kept€confidential€as€provided€in€Code,€CorrectionalÐ ~"Î% ÐServices€Article,€ðð6„112.Ô#† Xü¿XXXø=`Ð#ÔÐ $b' ÐÓÓCross€reference:€€ò òSee,€e.g.,ó ó€òòAs€to€mandatory€Ô_ÔpresentenceÔ_ÔÐ ¦%ö ) Ðinvestigations,€seeóó€òòÔ_ÔSucikÔ_Ô€v.€Stateóó,€344€Md.€611€(1997).€€As€toÐ |&Ì!* Ðò òthe€handling€of€a€Ô_ÔpresentenceÔ_Ô€reportó ó€òòvictim€impact€statements€inÐ X'¨"+ ÐÔ_ÔpresentenceÔ_Ô€reportsóó,€see€òòWare€v.€Stateóó,€348€Md.€19€(1997)òò.óóò ò,€andó óÐ .(~#, ÐòòAs€to€the€confidentiality€and€availability€of€Ô_ÔpresentenceÔ_ÔÐ  )Z$- Ðreports,€seeóó€òòHaynes€v.€Stateóó,€19€Md.€App.€428€(1973).€€Ð à)0%. ÐÌSource:€€This€Rule€is€derived€from€former€Rule€771€and€Ô_ÔM.D.R.Ô_ÔÐ ’+â&0 Ð771.€€Ð h,¸'1 ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ .d)3 Їà  àThe€2007€General€Assembly€enacted€Chapter€601,€Acts€of€2007Ð ° Ð(HB€390),€which€requires€a€court€to€order€a€Ô_ÔpresentenceÔ_ÔÐ †Ö Ðinvestigation€for€a€defendant€who€violated€Code,€Criminal€LawÐ \¬ ÐArticle,€ðð3„602,€Sexual€Abuse€of€a€Minor,€and€is€obligated€toÐ 2‚ Ðregister€as€a€child€sexual€offender.€€Code,€Correctional€ServicesÐ X ÐArticle,€ðð6„112€(c)€requires€Ô_ÔpresentenceÔ_Ô€investigation€reportsÐ Þ. Ðfor€first€degree€murder€convictions€resulting€in€the€deathÐ ´  Ðpenalty€or€imprisonment€for€life€without€possibility€of€parole.Ð Š Ú ÐThe€Rules€Committee€recommends€including€a€reference€to€theseÐ ` ° Ðstatutes€in€Rule€4„341.€€The€Committee€also€recommends€expandingÐ 6 †  Ðthe€existing€cross€reference€to€cases€to€explain€the€reason€forÐ  \  Ðciting€the€cases.Ð â 2  ÐÌÐ  ŽÞ  Ðà@˜ ˜ ìàÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@\ \ ìàTITLE€1€„€GENERAL€PROVISIONSˆÐ \¬ ÐÌà@Œ Œ ìàCHAPTER€100€„€APPLICABILITY€AND€CITATIONˆÐ X ÐÌÌà  àAMEND€Rule€1„101€to€provide€that€the€Rules€in€Title€4€applyÐ Š Ú ÐÌto€expungement€of€certain€records€of€civil€offenses€orÐ 6 †  ÐÌinfractions,€as€follows:Ð â 2  ÐÌÌRule€1-101.€€APPLICABILITY€Ð d´  ÐÌÌÓÓ€€€.€.€.Ð æ6 Ѐ€€(d)€€Title€4Ð ’â Ðà  à€€Title€4€applies€to€criminal€mattersò ò,ó óòò;óó€post€convictionÐ >Ž Ðproceduresò ò,ó óòò;óó€and€expungement€of€records€in€the€District€Court€andÐ ê: Ðthe€circuit€courtsòò,€including€records€of€civil€offenses€orÐ –æ Ðinfractions,€except€juvenile€offenses,€under€a€State€or€local€lawÐ B’ Ðenacted€as€a€substitute€for€a€criminal€chargeóó.€€Ð î> Ѐ€€.€.€.Ð šê ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ !l" ÐÌà  àChapter€388,€Acts€of€2007€(HB€278)€amended€Code,€CriminalÐ È"$ ÐProcedure€Article,€ðð10„101€to€include€the€expungement€of€courtÐ ž#î% Ðrecords€that€pertain€to€any€proceeding,€except€a€juvenileÐ t$Ä& Ðproceeding,€concerning€a€civil€offense€or€infraction€enactedÐ J%š ' Ðunder€State€or€local€law€as€a€substitute€for€a€criminal€charge€orÐ  &p!( Ðpolice€records€concerning€the€arrest€and€detention€of€or€furtherÐ ö&F") Ðproceeding€against€a€person€for€a€civil€offense€or€infraction,Ð Ì'#* Ðexcept€a€juvenile€offense,€enacted€under€State€or€local€law€as€aÐ ¢(ò#+ Ðsubstitute€for€a€criminal€charge.€€The€Rules€Committee€recommendsÐ x)È$, Ðmodifying€Rule€1„101€(d),€as€well€as€Rule€4„502€(d),€(h),€andÐ N*ž%- Ð(Ô_ÔiÔ_Ô),€to€conform€to€the€statutory€change.Ð $+t&. ÐÐ  ú+J'/ ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@| | ìàCHAPTER€500€„€EXPUNGEMENT€OF€RECORDSˆÐ X ÐÌÌÒ„°Òà  àAMEND€Rule€4„502€to€expand€the€definitions€in€sections€(d),Ð Š Ú ÐÌ(h),€and€(Ô_ÔiÔ_Ô)€to€include€a€reference€to€certain€civil€offenses€andÐ 6 †  ÐÌinfractions€and€to€delete€section€(g),€as€follows:Ð â 2  ÐÌÒ°„ÒÌRule€4-502.€€EXPUNGEMENT€DEFINITIONS€Ð d´  ÐÌÌÓÓà  àThe€following€definitions€apply€in€this€Chapter€and€in€FormsÐ æ6 Ð4-503.1€through€4-508.3:€€Ð ’â Ѐ€(a)€€ApplicationÐ >Ž Ðà  à€€"Application"€means€the€written€request€for€expungement€ofÐ ê: Ðpolice€records€filed€pursuant€to€Code,€Criminal€ProcedureÐ –æ ÐArticle,€ðð10-103€and€Rule€4-503.€€Ð B’ Ѐ€(b)€€Central€RepositoryÐ î> Ðà  à€€"Central€Repository"€means€the€Criminal€JusticeÐ šê ÐInformation€System€Central€Repository€of€the€Department€of€PublicÐ F –! ÐSafety€and€Correctional€Services.€€Ð ò!B# Ѐ€(c)€€CourtÐ ž#î% Ðà  à€€"Court"€means€the€Court€of€Appeals,€Court€of€SpecialÐ J%š ' ÐAppeals,€any€circuit€court,€and€the€District€Court.€€Ð ö&F") Ѐ€(d)€€Court€RecordsÐ ¢(ò#+ Ðà  à€€"Court€records"€means€all€official€records€maintained€byÐ N*ž%- Ðthe€clerk€or€other€personnel€pertaining€to€òò(1)óó€any€criminalÐ ú+J'/ Ðactionòò,€(2)€any€action,€except€a€juvenile€proceeding,€concerningÐ ¦-ö(1 Ða€civil€offense€or€infraction€under€a€State€or€local€law€enactedÐ ° Ðas€a€substitute€for€a€criminal€charge,óó€or€òò(3)€anyóó€proceeding€forÐ \¬ Ðexpungement.€€It€includes€indices,€docket€entries,€chargingÐ X Ðdocuments,€pleadings,€memoranda,€assignment€schedules,Ð ´  Ðdisposition€sheets,€transcriptions€of€proceedings,€electronicÐ ` ° Ðrecordings,€orders,€judgments,€and€decrees.€€It€does€not€include:Ð  \  Ðrecords€pertaining€to€violations€of€the€vehicle€laws€of€the€StateÐ ¸  Ðor€of€any€other€traffic€law,€ordinance,€or€regulation;€writtenÐ d´  Ðopinions€of€a€court;€cash€receipt€and€disbursement€recordsÐ `  Ðnecessary€for€audit€purposes;€or€a€court€reporter's€transcript€ofÐ ¼  Ðproceedings€involving€multiple€defendants.€€Ð h¸ Ѐ€(e)€€ExpungementÐ d Ðà  à€€"Expungement"€means€the€effective€removal€of€police€andÐ À Ðcourt€records€from€public€inspection:€€Ð l¼ Ѐ€€€(1)€by€obliteration;€or€€Ð h Ѐ€€€(2)€by€removal€to€a€separate€secure€area€to€which€the€publicÐ Ä Ðand€other€persons€having€no€legitimate€reason€for€being€there€areÐ pÀ  Ðdenied€access;€or€€Ð !l" Ѐ€€€(3)€if€effective€access€to€a€record€can€be€obtained€only€byÐ È"$ Ðreference€to€other€records,€by€the€expungement€of€the€otherÐ t$Ä& Ðrecords€or€the€part€of€them€providing€the€access.€€Ð  &p!( Ѐ€(f)€€Law€Enforcement€AgencyÐ Ì'#* Ðà  à€€"Law€enforcement€agency"€means€any€State,€county,€andÐ x)È$, Ðmunicipal€police€department€or€agency,€any€sheriff's€office,€anyÐ $+t&. ÐState's€Attorney's€office,€the€Office€of€the€State€Prosecutor,Ð Ð, (0 Ðand€the€Attorney€General's€office.€€Ð |.Ì)2 Ѐ€ò ò(g)€€Noticeó óÐ ° Ðà  à€€ò ò"Notice"€means€a€written€request€for€expungement€of€policeÐ \¬ Ðrecords€given€by€a€person€pursuant€to€the€Code,€CriminalÐ X ÐProcedure€Article,€ðð10-103,€unless€the€context€clearly€requires€aÐ ´  Ðcontrary€meaning.ó ó€€Ð ` ° Ѐ€ò ò(h)ó ó€òò(g)óó€PetitionÐ  \  Ðà  à€€"Petition"€means€a€written€request€for€expungement€ofÐ ¸  Ðcourt€and€police€records€filed€by€a€person€pursuant€to€Code,Ð d´  ÐCriminal€Procedure€Article,€ðð10-105€(a)€and€Rule€4-504.Ð `  Ѐ€ò ò(Ô_ÔiÔ_Ô)ó ó€òò(h)óó€Police€RecordsÐ ¼  Ðà  à€€"Police€records"€means€all€official€records€maintained€byÐ h¸ Ða€law€enforcement€agency,€a€booking€facility,€or€the€CentralÐ d ÐRepository€pertaining€to€the€arrest€and€detention€of€or€furtherÐ À Ðproceeding€against€an€individual€for€a€criminal€chargeòò;óó€ò òforó ó€aÐ l¼ Ðsuspected€violation€of€a€criminal€lawò ò,€oró óòò;óó€a€violation€of€Code,Ð h ÐTransportation€Article€for€which€a€term€of€imprisonment€may€beÐ Ä Ðimposedòò;€or€a€civil€offense€or€infraction,€except€a€juvenileÐ pÀ  Ðoffense,€under€a€State€or€local€law€enacted€as€a€substitute€for€aÐ !l" Ðcriminal€chargeóó.€€"Police€records"€does€not€include€investigatoryÐ È"$ Ðfiles,€police€work-product€records€used€solely€for€policeÐ t$Ä& Ðinvestigation€purposes,€or€records€pertaining€to€Ô_ÔnonincarcerableÔ_ÔÐ  &p!( Ðviolations€of€the€vehicle€laws€of€the€State€or€of€any€otherÐ Ì'#* Ðtraffic€law,€ordinance,€or€regulation.€€Ð x)È$, Ѐ€ò ò(j)ó ó€òò(Ô_ÔiÔ_Ô)óó€Probation€Before€JudgmentÐ $+t&. Ðà  à€€"Probation€before€judgment"€means€disposition€of€a€chargeÐ Ð, (0 Ðpursuant€to€Code,€Criminal€Procedure€Article,€ðð6-220€òòor€a€civilÐ |.Ì)2 Ðoffense€or€infraction,€except€a€juvenile€offense,€under€a€StateÐ ° Ðor€local€law€enacted€as€a€substitute€for€a€criminal€chargeóó;€itÐ \¬ Ðalso€means€probation€prior€to€judgment€pursuant€to€former€Code,Ð X ÐArticle€27,€ðð641,€a€disposition€pursuant€to€former€Code,€ArticleÐ ´  Ð27,€ðð292€(b),€probation€without€finding€a€verdict€pursuant€toÐ ` ° Ðformer€Code,€Article€27,€ðð641€prior€to€July€1,€1975,€and€aÐ  \  Ðdisposition€pursuant€to€former€Section€22-83€of€the€Code€ofÐ ¸  ÐPublic€Local€Laws€of€Baltimore€City€(1969€Edition).€€Ð d´  Ѐ€ò ò(k)ó ó€òò(j)óó€Recordsà0  àÐ` (#(# Ðà  à€€"Records"€means€"police€records"€and€"court€records."€€Ð ¼  Ѐ€ò ò(l)ó ó€òò(k)óó€ServiceÐ h¸ Ðà  à€€"Service"€with€respect€to€the€application€or€petitionÐ d Ðmeans€mailing€a€copy€by€certified€mail€or€delivering€it€to€anyÐ À Ðperson€admitting€service,€and€with€respect€to€any€answer,€notice,Ð l¼ Ðor€order€of€court€required€by€this€Rule€or€court€order€to€beÐ h Ðserved€means€mailing€by€first€class€mail.€€Ð Ä Ѐ€ò ò(m)ó ó€òò(l)óó€TransferÐ pÀ  Ðà  à€€"Transfer"€means€the€act,€done€pursuant€to€an€order€ofÐ !l" Ðcourt,€of€removing€an€action€or€proceeding€from€the€court€orÐ È"$ Ðdocket€in€which€it€was€originally€filed€or€docketed€to€such€otherÐ t$Ä& Ðproper€court€or€docket€as€the€nature€of€the€case€may€require.€€Ð  &p!( ÐÓÓSource:€€This€Rule€is€derived€from€former€Rule€EX1.€€Ð Ì'#* ÐÌÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ $+t&. ÐÌà  àChapter€63,€Acts€of€2007€(HB€10)€alters€expungementÐ Ð, (0 Ðprocedures€by€eliminating€the€required€notice€to€law€enforcementÐ ¦-ö(1 Ðunits,€leaving€only€a€procedure€to€file€a€request€forÐ |.Ì)2 Ðexpungement,€and€by€eliminating€the€written€waiver€and€release€ofÐ ° Ðtort€claims€that€accompanied€the€notice€of€expungement€of€recordsÐ †Ö Ðpertaining€to€arrests,€detentions,€or€confinements€occurringÐ \¬ Ðbefore€October€1,€2007€where€no€charge€was€filed.€€The€statuteÐ 2‚ Ðalso€creates€an€automatic€expungement€of€police€and€court€recordsÐ X Ðfor€arrests€or€confinements€occurring€on€or€after€October€1,Ð Þ. Ð2007.€€The€Rules€Committee€recommends€amending€Rule€4„502€byÐ ´  Ðdeleting€the€definition€of€the€word€ð ðnotice.ðð€€The€Committee€alsoÐ Š Ú Ðrecommends€changing:€(1)€Rule€4„503€to€apply€to€arrests,Ð ` ° Ðdetentions,€or€confinements€occurring€before€October€1,€2007€thatÐ 6 †  Ðdo€not€result€in€a€criminal€charge€and€to€add€a€Committee€noteÐ  \  Ðreferring€to€the€automatic€expungement€procedure€for€arrests€andÐ â 2  Ðconfinements€occurring€on€or€after€October€1,€2007;€(2)€Form€4„Ð ¸  Ð503.1€to€indicate€that€it€applies€only€to€arrests,€detentions,€orÐ ŽÞ  Ðconfinements€occurring€before€October€1,€2007€that€do€not€resultÐ d´  Ðin€a€charge€and€to€delete€the€provision€referring€to€a€ð ðGeneralÐ :Š  ÐWaiver€and€Release,ðð€and€(3)€Form€4„503.2€to€eliminate€theÐ `  Ðreference€to€ð ðCode,€Criminal€Procedure€Article,€ðð10„103€(c),Ð æ6 Ðsince€the€requirement€to€file€a€general€waiver€and€release€forÐ ¼  Ðarrests,€detentions,€and€confinements€not€resulting€in€a€chargeÐ ’â Ðhas€been€eliminated.Ð h¸ ÐÌà  àThe€proposed€changes€to€section€(d)€and€to€Ô_ÔreletteredÔ_ÔÐ d Ðsections€(h)€and€(Ô_ÔiÔ_Ô)€are€explained€in€the€Reporterððs€note€to€RuleÐ ê: Ð1„101.Ô#† Xü¿XX Xü¿ä#ÔÐ À ÐÌÐ  l¼ Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ìàTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@| | ìàCHAPTER€500€„€EXPUNGEMENT€OF€RECORDSˆÐ X ÐÌÌÒ„°Òà  àAMEND€Rule€4„503€to€add€language€to€the€title,€to€deleteÐ Š Ú ÐÌlanguage€from€and€add€language€to€section€(a)€complying€withÐ 6 †  ÐÌstatutory€changes,€and€to€add€a€Committee€note€after€section€(d)Ð â 2  ÐÌreferencing€a€new€statute,€as€follows:Ð ŽÞ  ÐÌÌRule€4-503.€€APPLICATION€FOR€EXPUNGEMENT€òòOF€RECORD€FOR€AN€ARREST,Ð `  ÐÌDETENTION,€OR€CONFINEMENT€OCCURRING€BEFORE€OCTOBER€1,€2007óó€WHEN€Ð ¼  ÐÌNO€CHARGES€FILEDÐ h¸ ÐÌÌÓÓ€€(a)€€Scope€and€VenueÐ ê: Ðà  à€€An€application€for€expungement€of€police€records€may€beÐ –æ Ðfiled€by€any€person€who€has€been€arrested,€detained,€or€confined€byÐ B’ Ða€law€enforcement€agency,€and€has€subsequently€been€releasedÐ î> Ðwithout€having€been€charged€with€a€crime,€if€(1)€the€applicant€hasÐ šê Ðfirst€served€on€the€law€enforcement€agency€that€arrested,€detained,Ð F –! Ðor€confined€the€applicant€a€ò ònotice€andó ó€òòwrittenóó€request€forÐ ò!B# Ðexpungement€in€the€form€set€forth€at€the€end€of€this€Title€as€FormÐ ž#î% Ð4-503.1,€whichò ò,€ifó ó€òòshall€beóó€served€within€ò òthreeó ó€òòeightóó€years€afterÐ J%š ' Ðthe€ò òapplicant's€arrest,€detention,€or€confinement,€shall€beÐ ö&F") Ðaccompanied€by€a€duly€executed€General€Waiver€and€Release€in€theÐ ¢(ò#+ Ðform€set€forth€as€Form€4-503.2ó ó€òòdate€of€the€incidentóó;€and€(2)€theÐ N*ž%- Ðrequest€for€expungement€has€been€denied€or€has€not€been€acted€uponÐ ú+J'/ Ðwithin€60€days€after€ò òits€receiptó ó€òòit€was€servedóó.€€The€applicationÐ ¦-ö(1 Ðshall€be€filed€in€the€District€Court€for€the€county€in€which€theÐ ° Ðapplicant€was€first€arrested,€detained,€or€confined.€€Ð \¬ ÐÓÓCross€reference:€€Code,€Criminal€Procedure€Article,€ðð10-103.€€Ð X ÐÌÓÓ€€(b)€€Contents€-€Time€for€FilingÐ ´  Ðà  à€€The€application€shall€be€in€the€form€set€forth€at€the€end€ofÐ ` ° Ðthis€Title€as€Form€4-503.3€and€shall€be€filed€within€30€days€afterÐ  \  Ðservice€of€notice€that€the€request€for€expungement€is€denied€by€theÐ ¸  Ðagency€or,€if€no€action€is€taken€by€the€agency,€within€30€daysÐ d´  Ðafter€expiration€of€the€time€period€provided€in€subsection€(a)(2)Ð `  Ðof€this€Rule.€€Ð ¼  Ѐ€(c)€€Copies€for€ServiceÐ h¸ Ðà  à€€The€applicant€shall€file€with€the€clerk€a€sufficient€numberÐ d Ðof€copies€of€the€application€for€service€on€the€State's€AttorneyÐ À Ðand€each€law€enforcement€agency€named€in€the€application.€€Ð l¼ Ѐ€(d)€€Procedure€upon€FilingÐ h Ðà  à€€Upon€filing€of€an€application,€the€clerk€shall€docket€theÐ Ä Ðproceeding,€issue€a€Notice€of€Hearing€in€the€form€set€forth€at€theÐ pÀ  Ðend€of€this€Title€as€Form€4-503.4,€and€serve€copies€of€theÐ !l" Ðapplication€and€notice€on€the€State's€Attorney€and€each€lawÐ È"$ Ðenforcement€agency€named€in€the€application.€€Ð t$Ä& ÐÓÓòòCommittee€note:€€Law€enforcement€units€will€automatically€expungeÐ  &p!( Ðrecords€pertaining€to€arrests,€detentions,€and€confinementsÐ ö&F") Ðoccurring€on€or€after€October€1,€2007€that€do€not€result€in€aÐ Ì'#* Ðcriminal€charge.€€If€the€person€who€has€been€arrested,€Ô_Ôdetained,Ô_Ô€orÐ ¢(ò#+ Ðconfined€does€not€receive€a€notice€of€expungement€from€the€lawÐ x)È$, Ðenforcement€unit€within€60€days€after€the€personððs€release€or€doesÐ N*ž%- Ðnot€receive€a€writing€from€the€law€enforcement€unit€within€60€daysÐ $+t&. Ðof€the€notice€advising€the€person€of€compliance€with€the€order€toÐ ú+J'/ Ðexpunge,€the€person€may€seek€redress€by€means€of€any€appropriateÐ Ð, (0 Ðlegal€remedy€and€recover€court€costs.€€See€Code,€Criminal€ProcedureÐ ¦-ö(1 ÐArticle,€ðð10„103.1.óóÐ |.Ì)2 ЇSource:€€This€Rule€is€derived€from€former€Rule€EX3€a€and€c€1€and€2.€Ð ° ÐÌÌà@þþ$‚àòòREPORTERððS€NOTEóóˆÐ 2‚ ÐÌà  àSee€the€Reporterððs€note€to€Rule€4„502.Ð Þ. ÐÌÐ  Š Ú Ðà@..‚àMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@¦¦‚àTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@  ‚àFORMS€FOR€EXPUNGEMENT€OF€RECORDSˆÐ X ÐÌÌà  àAMEND€Form€4„503.1€by€deleting€language€from€and€addingÐ Š Ú ÐÌlanguage€to€the€title,€and€by€deleting€part€3.,€as€follows:Ð 6 †  ÐÌÌForm€4-503.1.€€ò òNOTICE€OF€RELEASE€FROM€DETENTION€OR€CONFINEMENTÐ ¸  ÐÌWITHOUT€CHARGE€„ó ó€REQUEST€FOR€EXPUNGEMENT€òòOF€POLICE€RECORD€FOR€ANÐ d´  ÐÌARREST,€DETENTION,€OR€CONFINEMENT€OCCURRING€BEFORE€OCTOBER€1,Ð `  ÐÌ2007€WHERE€NO€CHARGE€WAS€FILEDóó€Ð ¼  ÐÌÌà@  ‚àò òNOTICE€OF€RELEASE€FROM€DETENTION€ORó ó€ˆÐ >Ž Ðà@..‚àò òCONFINEMENT€WITHOUT€CHARGEó ó€ˆÐ d Ðà@" " ‚àREQUEST€FOR€EXPUNGEMENT€òòOF€POLICE€RECORDóóˆÐ ê: Ðà@ÊÊ‚àòòFOR€AN€ARREST,€DETENTION,€OR€Ô_ÔCONFINEMENTÔ_Ô€OCCURRINGóóˆÐ À Ðà@  ‚àòòBEFORE€OCTOBER€1,€2007€WHERE€NO€CHARGE€WAS€FILEDóó€ˆÐ –æ ÐÌÌTo:€.....................................€Ð h Ѐ€€€€€€€€€(law€enforcement€agency)€Ð î> ÐÌÌ€€€€.....................................Ð pÀ  Ѐ€€€€€€€€€€€€€€€(Address)€Ð F –! ÐÌÌ€€€€Ô_Ô.....................................Ô_ÔÐ È"$ Ð̀̀€€1.€On€or€about€.................,.......,€I€was€arrested,€Ð J%š ' Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€(Date)Ð  &p!( ÐÌdetained,€or€confined€by€a€law€enforcement€officer€of€your€agencyÐ Ì'#* ÐÌat€.................................................,€Maryland€asÐ x)È$, ÐÌa€result€of€the€following€incident€(Specify)€....................Ð $+t&. ÐÌ.................................................................Ð Ð, (0 ÐÌ.................................................................Ð |.Ì)2 Ї.................................................................€Ð ° ÐÌ€€€2.€I€was€released€from€detention€or€confinement€on€or€about€Ð \¬ ÐÌ........................,€........,€without€being€chargedÐ X Ѐ€€€€€€€€€€€€€€(Date)Ð Þ. ÐÌwith€a€crime.€Ð Š Ú Ѐ̀€€ò ò3.€(Check€one€of€the€following€boxes):ó ó€Ð 6 †  Ѐ̀€€ò ò[€]€Three€years€or€more€have€passed€since€the€date€of€myó óÐ â 2  ÐÌ€€€€€€€ò òarrest,€detention,€or€confinement.ó ó€Ð ŽÞ  Ѐ̀€€ò ò[€]€Less€than€three€years€have€passed€since€the€date€of€myó óÐ :Š  ÐÌ€€€€€€€ò òarrest,€detention,€or€confinement,€but€I€have€attachedó óÐ æ6 ÐÌ€€€€€€€ò òhereto€a€General€Waiver€and€Release.ó ó€Ð ’â Ѐ̀€€ò ò4.ó ó€òò3.óó€I€hereby€request€that€the€police€record€of€my€arrest,Ð >Ž ÐÌdetention,€or€confinement€be€expunged.€Ð ê: Ѐ̀€€Ð –æ Ð..............................Ð l¼ Ѐ€€€€€€€€€(Date)€Ð B’ ÐÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€...................................Ð î> Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(Signature)€Ð Ä ЀÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€...................................Ð F –! Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(Name€-€Printed)€Ð !l" Ѐ̀€€€€€€€€€€€€€€€€€€€€€€€€€€€€€...................................Ð È"$ Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(Address)€Ð ž#î% Ѐ̀€€€€€€€€€€€€€€€€€€€€€€€€€€€€€...................................Ð J%š ' ЀÌÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€...................................Ð Ì'#* Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(Telephone€No.)€Ð ¢(ò#+ ÐÌà@þþ$‚àòòREPORTERððS€NOTEóóˆÐ N*ž%- ÐÌà  àSee€the€Reporterððs€note€to€Rule€4„502.Ð ú+J'/ ÐÐ  Ð, (0 Ðà@..‚àMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@¦¦‚àTITLE€4€„€CRIMINAL€CAUSESˆÐ \¬ ÐÌà@  ‚àFORMS€FOR€EXPUNGEMENT€OF€RECORDSˆÐ X ÐÌÌà  àAMEND€Form€4„503.2€to€delete€a€reference€to€a€certainÐ Š Ú ÐÌstatute,€as€follows:Ð 6 †  ÐÌÌForm€4-503.2.€€GENERAL€WAIVER€AND€RELEASEÐ ¸  ÐÌÌà@ò ò ‚àGENERAL€WAIVER€AND€RELEASE€€ˆÐ :Š  ÐÌÌà  àI,€.....................................,€hereby€release€andÐ ¼  ÐÌforever€discharge€...............................................Ð h¸ Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(complainant)Ð >Ž ÐÌand€the€........................................................,€Ð ê: Ѐ€€€€€€€€€€€€€€€€€€€€€€€€(law€enforcement€agency)€Ð À ÐÌall€of€its€officers,€agents€and€employees,€and€any€and€all€otherÐ l¼ ÐÌpersons€from€any€and€all€claims€which€I€may€have€for€wrongfulÐ h ÐÌconduct€by€reason€of€my€arrest,€detention,€or€confinement€on€orÐ Ä ÐÌabout€................................Ð pÀ  ÐÌ€€€€This€General€Waiver€and€Release€is€conditioned€on€theÐ !l" ÐÌexpungement€of€the€record€of€my€arrest,€detention,€or€confinementÐ È"$ ÐÌand€compliance€with€Code*,€Criminal€Procedure€Article,€ò òðð10-103Ð t$Ä& ÐÌ(c)€oró ó€ðð10-105,€as€applicable,€and€shall€be€void€if€theseÐ  &p!( ÐÌconditions€are€not€met.€Ð Ì'#* ÐÌÌ€€€€WITNESS€my€hand€and€seal€this€........................€(Date)€Ð N*ž%- ÐÌÐ  ú+J'/ ÐÔ_ÔTESTEÔ_Ô:€Ð ° ÐÌ..................................Ð \¬ Ѐ€€€€€€€€€€€€Witness€Ð 2‚ ÐÌ€€€€€€€€€€€€€€€€€€€€€€€....................................(Seal)€Ð Þ. Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Signature€Ð ´  ÐÌ*€The€reference€to€"Code"€in€this€General€Waiver€and€Release€isÐ ` ° Ѐ€to€the€Annotated€Code€of€Maryland.€€Ð 6 †  ÐÌÌÌà@þþ$‚àòòREPORTERððS€NOTEóóˆÐ ŽÞ  ÐÌà  àSee€the€Reporterððs€note€to€Rule€4„502.Ð :Š  ÐÌÐ  æ6 Ðà@..‚àÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@ª ª ‚àTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÐ \¬ ÐÌà@  ‚àCHAPTER€100€„€GENERAL€PROVISIONSˆÐ X ÐÌÌà  àAMEND€Rule€6„122€to€eliminate€duplicate€language€in€theÐ Š Ú ÐÌcaption€of€the€initial€petition,€to€conform€statement€1.€to€the€Ð 6 †  ÐÌlanguage€of€Code,€Estates€and€Trusts€Article,€ðð5„105€(b)(4),€toÐ â 2  ÐÌchange€the€word€ð ðQUALIFIEDðð€to€the€word€ð ðLIMITEDðð€in€the€captionÐ ŽÞ  ÐÌin€section€(c),€to€capitalize€the€word€ð ðorderedðð€in€the€captionÐ :Š  ÐÌin€section€(c),€to€change€the€word€ð ðofðð€to€the€word€ð ðforðð€in€theÐ æ6 ÐÌLimited€Order€to€Locate€Assets€in€section€(c),€and€to€change€theÐ ’â ÐÌword€ð ðforðð€and€to€capitalize€the€word€ð ðorderedðð€in€the€LimitedÐ >Ž ÐÌOrder€to€Locate€Will€in€section€(d),€as€follows:Ð ê: ÐÌÌRule€6-122.€€PETITIONS€Ð l¼ ÐÌÌÓÓ€€(a)€€Initial€PetitionÐ î> Ðà  à€€The€Initial€Petition€shall€be€in€the€following€form:Ð šê ÐÓÓÌIN€THE€ORPHANS'€COURT€FOR€Ð !l" Ѐ€€€(OR)€€€€€€€€€€€€€€€€€€€________________________,€MARYLAND€Ð ò!B# ÐBEFORE€THE€REGISTER€OF€WILLS€FOR€Ð È"$ ÐIN€THE€ESTATE€OF:€Ð ž#î% Ð________________________________________€€ESTATE€NO:€____________€Ð t$Ä& ÐÌFOR:€Ð  &p!( ÐÌ[€]€REGULAR€ESTATE€€€[€]€SMALL€ESTATE€€€[€]€WILL€OF€€[€]€LIMITED€Ð Ì'#* Ѐ€€€PETITION€FOR€€€€€€€€€PETITION€FOR€€€€€€€NO€ESTATE€€€€ORDERS€Ð ¢(ò#+ Ѐ€€€ADMINISTRATION€€€€€€€ADMINISTRATION€€€€€Complete€€€€€Complete€Ð x)È$, Ѐ€€€Estate€value€in€€€€€€Estate€value€of€€€€items€2€€€€€€item€2€Ð N*ž%- Ѐ€€€excess€of€$30,000.€€€$30,000€or€less.€€€and€5€€€€€€€€and€attach€Ð $+t&. Ѐ€€€(If€spouse€is€sole€€€ò ò(If€spouse€is€soleó ó€€€€€€€€€€€€€€Schedule€C€Ð ú+J'/ Ѐ€€€heir€or€legatee,€€€€€(If€spouse€is€sole€Ð Ð, (0 Ѐ€€€$50,000.)€€€€€€€€€€€€heir€or€legatee,€Ð ¦-ö(1 Ѐ€€€Complete€and€attach€€$50,000.)€Ð |.Ì)2 Ѐ€€€Schedule€A.€€€€€€€€€€Complete€and€attach€Ð ° Ѐ€€€€€€€€€€€€€€€€€€€€€€€€Schedule€B.€Ð †Ö ÐÌÒ°„ÒÌThe€petition€of:€Ð X ÐÌÌ________________________________€€€_____________________________Ð Š Ú Ѐ€€€€€€€€€Nameà0 ¸ àà0¸ (#¸ (#àÐ` °(#(# Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€_____________________________Ð 6 †  Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€AddressÐ  \  ÐÌ________________________________€€€_____________________________Ð ¸  Ѐ€€€€€€€€€Name€€€€€€€€€€€€€€€€€€€€€€Ð ŽÞ  Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€_____________________________Ð d´  Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€AddressÐ :Š  ÐÌ________________________________€€€_____________________________Ð æ6 Ѐ€€€€€€€€€NameÐ ¼  Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€_____________________________Ð ’â Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€AddressÐ h¸ ÐÌÌEach€of€us€states:€Ð ê: ЀÌÓÓ€€€1.€I€am€(a)€at€least€18€years€of€age€and€either€a€citizen€ofÐ –æ Ðthe€United€States€or€a€permanent€resident€ò òalien€spouse€of€theÐ B’ Ðdecedentó ó€òòof€the€United€States€who€is€the€spouse€of€the€decedent,Ð î> Ðan€ancestor€of€the€decedent,€a€descendant€of€the€decedent,€or€aÐ šê Ðsibling€of€the€decedentóó€or€(b)€a€trust€company€or€any€otherÐ F –! Ðcorporation€authorized€by€law€to€act€as€a€personalÐ ò!B# Ðrepresentative.€Ð ž#î% ÐÓÓ€€€2.€The€Decedent,€____________________________________________,€Ð J%š ' ÐÌwas€domiciled€in€_______________________________________________,€Ð ö&F") Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(County)€Ð Ì'#* ÐÌÓÓState€of€_______________________________€and€died€on€the€_______Ð x)È$, Ðday€of€_____________________________________,€______________,€at€Ð $+t&. ÐÌÓÓ________________________________________________________________.€Ð |.Ì)2 Ѐ€€€€€€€€€€€€€€€€€€€€€€€€(place€of€death)€Ð ° ÐÌÓÓ€€€3.€If€the€decedent€was€not€domiciled€in€this€county€at€theÐ \¬ Ðtime€of€death,€this€is€the€proper€office€in€which€to€file€thisÐ X Ðpetition€because:€______________________________________________Ð ´  Ð________________________________________________________________.€Ð ` ° Ѐ€€4.€I€am€entitled€to€priority€of€appointment€as€personalÐ  \  Ðrepresentative€of€the€decedent's€estate€pursuant€to€ðð5-104€of€theÐ ¸  ÐEstates€and€Trusts€Article,€Annotated€Code€of€Maryland€because:Ð d´  Ð________________________________________________________________€Ð `  Ð________________________________________________________________Ð ¼  Ðand€I€am€not€excluded€by€ðð5-105€(b)€of€the€Estates€and€TrustsÐ h¸ ÐArticle,€Annotated€Code€of€Maryland€from€serving€as€personalÐ d Ðrepresentative.€Ð À Ѐ€€5.€I€have€made€a€diligent€search€for€the€decedent's€will€andÐ l¼ Ðto€the€best€of€my€knowledge:€Ð h Ðà  à[€]€none€exists;€or€Ð Ä Ðà  à[€]€the€will€dated€__________________€(including€codicils,Ð pÀ  Ѐ€€€€€€€€if€any,€dated€_______________________________________)€Ð !l" Ѐ€€€€€€€€accompanying€this€petition€is€the€last€will€and€it€cameÐ È"$ Ѐ€€€€€€€€into€my€hands€in€the€following€manner:€________________Ð t$Ä& Ð________________________________________________________________€Ð  &p!( Ð________________________________________________________________Ð Ì'#* Ðand€the€names€and€last€known€addresses€of€the€witnesses€are:€Ð x)È$, Ð______________________________€€€_______________________________Ð $+t&. Ð______________________________€€€_______________________________Ð Ð, (0 Ð______________________________€€€_______________________________Ð |.Ì)2 Ѐ€€6.€Other€proceedings,€if€any,€regarding€the€decedent€or€theÐ ° Ðestate€are€as€follows:€_________________________________________Ð \¬ Ð________________________________________________________________€Ð X Ѐ€€7.€If€any€information€required€by€paragraphs€2€through€6€hasÐ ´  Ðnot€been€furnished,€the€reason€is:€_____________________________Ð ` ° Ð________________________________________________________________€Ð  \  Ð________________________________________________________________Ð ¸  Ѐ€€8.€If€appointed,€I€accept€the€duties€of€the€office€of€personal€Ð d´  Ðrepresentative€and€consent€to€personal€jurisdiction€in€any€actionÐ `  Ðbrought€in€this€State€against€me€as€personal€representative€orÐ ¼  Ðarising€out€of€the€duties€of€the€office€of€personalÐ h¸ Ðrepresentative.€Ð d Ѐ€€WHEREFORE,€I€request€appointment€as€personal€representative€ofÐ À Ðthe€decedent's€estate€and€the€following€relief€as€indicated:€Ð l¼ Ðà  à[€]€that€the€will€and€codicils,€if€any,€be€admitted€to€€€€€€€Ð h Ѐ€€administrative€probate;€Ð Ä Ðà0  à[€]€that€the€will€and€codicils,€if€any,€be€admitted€to€€€€€Ð pÀ  Ðjudicial€probate;€Ð!l"(#(# Ðà  à[€]€that€the€will€and€codicils,€if€any,€be€filed€only;€Ð È"$ Ðà  à[€]€that€only€a€limited€order€be€issued;€Ð t$Ä& Ðà  à[€]€that€the€following€additional€relief€be€granted:€______Ð  &p!( Ð________________________________________________________________€Ð Ì'#* Ѐ€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÐ x)È$, Ðcontents€of€the€foregoing€petition€are€true€to€the€best€of€myÐ $+t&. Ðknowledge,€information,€and€belief.€Ð Ð, (0 Ðà@ìì*ìàˆÐ |.Ì)2 ÐÓÓÌ_____________________________€€€€_______________________________€Ð †Ö Ѐ€€€€€€€€€Attorney€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€Date€Ð \¬ ÐÌ_____________________________€€€€_______________________________Ð X Ѐ€€€€€€€€€Address€€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€DateÐ Þ. ÐÌ_____________________________€€€€_______________________________Ð Š Ú Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€DateÐ ` ° ÐÌ_____________________________€€€€_______________________________Ð  \  Ѐ€€€€€Telephone€Number€€€€€€€€€€€€€€Telephone€Number€(optional)Ð â 2  ÐÌÌÌIN€THE€ORPHANS'€COURT€FOR€Ð :Š  Ѐ€€€€€€€€€(OR)€€€€€€€€_______________________________,€MARYLAND€Ð `  ÐBEFORE€THE€REGISTER€OF€WILLS€FOR€Ð æ6 ÐIN€THE€ESTATE€OF:€Ð ¼  Ð__________________________________€€€€€€€€ESTATE€NO.€___________Ð ’â ЀÌà@àà$ìàSCHEDULE€-€A€ˆÐ >Ž ÐÌà@hh#ìàRegular€Estate€ˆÐ ê: ЀÌà@$ $ ìàEstimated€Value€of€Estate€and€Unsecured€Debts€ˆÐ –æ ÐÌÌPersonal€property€(approximate€value)..........€€€€€€€$_________Ð h ÐÌReal€property€(approximate€value)..............€€€€€€€$_________Ð Ä ÐÌValue€of€property€subject€to:€Ð pÀ  ÐÌ€€(a)€Direct€Inheritance€Tax€of€____%€........€€€€€€€€$_________Ð !l" Ѐ̀€(b)€Collateral€Inheritance€Tax€of€____%€........€€€€$_________Ð È"$ Ѐ̀€€Unsecured€Debts€(approximate€amount).........€€€€€€$_________€Ð t$Ä& ÐÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€$_________Ð  &p!( ЀÌÌÌÓÓ€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÐ x)È$, Ðcontents€of€the€foregoing€schedule€are€true€to€the€best€of€myÐ $+t&. Ðknowledge,€information,€and€belief.€Ð Ð, (0 ÐÓÓ_______________________________€€€______________________________Ð |.Ì)2 Ѐ€€€€€€€€€Attorney€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€Date€Ð ° ÐÌ_______________________________€€€______________________________€Ð \¬ Ѐ€€€€€€€€€Address€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€Date€Ð 2‚ ÐÌ_______________________________€€€______________________________€Ð Þ. Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€Date€Ð ´  ÐÌ_______________________________€€€______________________________Ð ` ° Ѐ€€€€Telephone€Number€€€€€€€€€€€€€€€Telephone€Number€(optional)€Ð 6 †  ÐÌÌ.................................................................Ð ¸  ÐÌà@<< ìàò ò(FOR€REGISTER'S€USE)ó óˆÐ d´  ÐÌSafekeeping€Wills€______________€€€€Custody€Wills€______________Ð n  ÐÌBond€Set€$______________________€€€€Deputy€_____________________Ð Ê ÐÌÌÌÌIN€THE€ORPHANS'€COURT€FOR€Ð øH Ѐ€€€(OR)€€€€€€€€€€€€€€________________________________,€MARYLAND€Ð Î ÐBEFORE€THE€REGISTER€OF€WILLS€FOR€Ð ¤ô ÐIN€THE€ESTATE€OF:€Ð zÊ Ð____________________________________€€€€€€€€ESTATE€NO.€_________Ð P  ÐÌÌà@$ìàSCHEDULE€-€BˆÐ Ò" ÐÌà@èèìàSmall€Estate€-€Assets€and€Debts€of€the€DecedentˆÐ ~Î  ÐÌÓÓ€€€€1.€I€have€made€a€diligent€search€to€discover€all€property€andÐ *!z" Ðdebts€of€the€decedent€and€set€forth€below€are:€Ð Ö"&$ Ѐ€€€(a)€A€listing€of€all€real€and€personal€property€owned€by€theÐ ‚$Ò& Ðdecedent,€individually€or€as€tenant€in€common,€and€of€any€otherÐ .&~!( Ðproperty€to€which€the€decedent€or€estate€would€be€entitled,Ð Ú'*#* Ðincluding€descriptions,€values,€and€how€the€values€wereÐ †)Ö$, Ðdetermined:€Ð 2+‚&. Ð________________________________________________________________€Ð Þ,.(0 Ð________________________________________________________________€Ð Š.Ú)2 Ð________________________________________________________________Ð ° Ѐ€€€(b)€A€listing€of€all€creditors€and€claimants€and€the€amountsÐ \¬ Ðclaimed,€including€secured*,€contingent€and€disputed€claims:€Ð X Ð________________________________________________________________€Ð ´  Ð________________________________________________________________Ð ` ° Ѐ€€€2.€Allowable€funeral€expenses€are€$€__________;€statutoryÐ  \  Ðfamily€allowances€are€$_________;€and€expenses€of€administrationÐ ¸  Ðclaimed€are€$____________.€Ð d´  Ѐ€€€3.€Attached€is€a€List€of€Interested€Persons.€Ð `  Ѐ€€€4.€After€the€time€for€filing€claims€has€expired,€subject€toÐ ¼  Ðthe€statutory€order€of€priorities,€and€subject€to€the€resolutionÐ h¸ Ðof€disputed€claims€by€the€parties€or€the€court,€I€shall€(1)€payÐ d Ðall€proper€claims**,€expenses,€and€allowances€not€previouslyÐ À Ðpaid;€(2)€if€necessary,€sell€property€of€the€estate€in€order€toÐ l¼ Ðdo€so;€and€(3)€distribute€the€remaining€assets€of€the€estate€in€Ð h Ðaccordance€with€the€will€or,€if€none,€with€the€intestacy€laws€ofÐ Ä Ðthis€State.€Ð pÀ  ÐÓÓ___________________________€€€€€€€€_____________________________€Ð !l" Ѐ€€€€€€€€€Date€€€€€€€€€€€€€€€€€€€€€€€€Personal€Representative€Ð ò!B# ÐÌÌ*NOTE:€ðð5-601€(d)€of€the€Estates€and€Trusts€Article,€AnnotatedÐ t$Ä& ÐCode€of€Maryland€"For€the€purpose€of€this€subtitle€-€value€isÐ J%š ' Ðdetermined€by€the€fair€market€value€of€property€less€debts€ofÐ  &p!( Ðrecord€secured€by€the€property€as€of€the€date€of€death,€to€theÐ ö&F") Ðextent€that€insurance€benefits€are€not€payable€to€the€lien€holderÐ Ì'#* Ðor€secured€party€for€the€secured€debt."€€Ð ¢(ò#+ ÐÌÌ**NOTE:€Proper€claims€shall€be€paid€pursuant€to€the€provisions€ofÐ $+t&. ÐCode,€Estates€and€Trusts€Article,€ðððð8-104€and€8-105.€Ð ú+J'/ ÐÌÌ€€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€the€Ð |.Ì)2 Їcontents€of€the€foregoing€schedule€are€true€to€the€best€of€my€Ð ° ÐÌknowledge,€information,€and€belief.€Ð \¬ ÐÌ________________________________€€€€____________________________€Ð X Ѐ€€€€€€€€€Attorney€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€€€DateÐ Þ. ÐÌ________________________________€€€€____________________________€Ð Š Ú Ѐ€€€€€€€€€€Address€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€€€DateÐ ` ° ÐÌÌ________________________________€€€€____________________________Ð â 2  Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€€€Date€Ð ¸  ÐÌ________________________________€€€€____________________________€Ð d´  Ѐ€€€€€Telephone€Number€€€€€€€€€€€€€€€Telephone€Number€(optional)€Ð :Š  ÐÌÌÌIN€THE€ORPHANS'€COURT€FOR€Ð ’â Ѐ€€€€€€€€€(OR)€€€€€€€€€€€€€___________________________,€MARYLAND€Ð h¸ ÐBEFORE€THE€REGISTER€OF€WILLS€FOR€Ð >Ž ÐIN€THE€ESTATE€OF:€Ð d Ð___________________________________€€€€€€€€ESTATE€NO.€__________Ð ê: ÐÌÌà@$ìàSCHEDULE€-€CˆÐ l¼ ÐÌà@ìàRequest€for€Limited€OrderˆÐ h ÐÌà  à[€]€To€Locate€Assets€Ð Ä ÐÌà  à[€]€To€Locate€Will€Ð pÀ  ÐÌ€€€€1.€I€am€entitled€to€the€issuance€of€a€limited€order€because€I€Ð !l" ÐÌam:€Ð È"$ ÐÌà  à[€]€a€nominated€personal€representative€or€Ð t$Ä& ÐÌà  à[€]€a€person€interested€in€the€proceedings€by€reason€of€Ð  &p!( ÐÌ________________________________________________________________Ð Ì'#* ÐÌ________________________________________________________________Ð x)È$, ÐÌ________________________________________________________________Ð $+t&. ÐÌ________________________________________________________________Ð Ð, (0 ÐÌ________________________________________________________________Ð |.Ì)2 Ї€€€€2.€The€reasons(s)€a€limited€order€should€be€granted€are:€Ð ° ÐÌ________________________________________________________________€Ð \¬ ÐÌ________________________________________________________________€Ð X ÐÌ________________________________________________________________Ð ´  ÐÌ€€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÐ ` ° ÐÌcontents€of€the€foregoing€schedule€are€true€to€the€best€of€myÐ  \  ÐÌknowledge,€information,€and€belief.€€I€further€acknowledge€thatÐ ¸  ÐÌthis€order€may€not€be€used€to€transfer€assets.€Ð d´  ÐÌ_____________________________€€€€€______________________________€Ð `  Ѐ€€€€€€€€Attorney€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€€€€€Date€Ð æ6 ÐÌ_____________________________€€€€€______________________________Ð ’â Ѐ€€€€€€€€Address€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€€€€€Date€Ð h¸ ÐÌ_____________________________€€€€€______________________________Ð d Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Petitioner€€€€€€€€€€€€€€€€Date€Ð ê: ÐÌ_____________________________€€€€€______________________________Ð –æ Ѐ€€€€€Telephone€Number€€€€€€€€€€€€€€€Telephone€Number€(optional)€Ð l¼ ÐÌÌÓÓ€€(b)€€Other€PetitionsÐ î> Ѐ€€€(1)€€GenerallyÐ šê Ðà  à€€€€Except€as€otherwise€provided€by€the€rules€in€this€TitleÐ F –! Ðor€permitted€by€the€court,€and€unless€made€during€a€hearing€orÐ ò!B# Ðtrial,€a€petition€shall€be€in€writing,€shall€set€forth€the€reliefÐ ž#î% Ðor€order€sought,€shall€state€the€legal€or€factual€basis€for€theÐ J%š ' Ðrelief€requested,€and€shall€be€filed€with€the€Register€of€Wills.Ð ö&F") ÐThe€petitioner€may€serve€on€any€interested€person€and€shall€serveÐ ¢(ò#+ Ðon€the€personal€representative€and€such€persons€as€the€court€mayÐ N*ž%- Ðâ âdirect€a€copy€of€the€petition,€together€with€a€notice€informingÐ ú+J'/ Ðthe€person€served€of€the€right€to€file€a€response€and€the€timeÐ ° Ðfor€filing€it.€€Ð \¬ Ðâ  €€(2)€€ResponseÐ X Ðà  à€€€€Any€response€to€the€petition€shall€be€filed€within€20Ð ´  Ðdays€after€service€or€within€such€shorter€time€as€may€be€fixed€byÐ ` ° Ðthe€court€for€good€cause€shown.€€A€copy€of€the€response€shall€beÐ  \  Ðserved€on€the€petitioner€and€the€personal€representative.€€Ð ¸  Ѐ€€€(3)€€Order€of€CourtÐ d´  Ðà  à€€€€The€court€shall€rule€on€the€petition€and€enter€anÐ `  Ðappropriate€order.€€Ð ¼  ÐÓÓCross€reference:€€Code,€Estates€and€Trusts€Article,€ðððð2-102€(c),Ð h¸ Ð2-105,€5-201€through€5-206,€and€7-402.€€Ð >Ž ÐÌÓÓ€€(c)€€Limited€Order€to€Locate€AssetsÐ ê: Ѐ€€€Upon€the€filing€of€a€verified€petition€pursuant€to€Rule€6-122Ð –æ Ð(a),€the€orphans'€court€may€issue€a€limited€order€to€search€forÐ B’ Ðassets€titled€in€the€sole€name€of€a€decedent.€€The€petition€shallÐ î> Ðcontain€the€name,€address,€and€date€of€death€of€the€decedent€andÐ šê Ða€statement€as€to€why€the€limited€order€is€necessary.€€TheÐ F –! Ðlimited€order€to€locate€assets€shall€be€in€the€following€form:€Ð ò!B# ÐÓÓÌIN€THE€ORPHANS'€COURT€FOR€Ð t$Ä& Ѐ€€€€€€€€(OR)€€€€€€€€_______________________________,€MARYLAND€Ð J%š ' ÐBEFORE€THE€REGISTER€OF€WILLS€FOR€Ð  &p!( ÐIN€THE€ESTATE€OF:€Ð ö&F") Ð___________________________€€€ò òQUALIFIEDó ó€òòLIMITEDóó€ORDER€NO.€______Ð Ì'#* ÐÌÌÓÓà@ä ä ìàLIMITED€ORDER€TO€LOCATE€ASSETSˆÐ N*ž%- Ѐ€€€Upon€the€foregoing€petition€by€a€person€interested€in€theÐ ú+J'/ Ðproceedings,€it€is€this€______€day€of€__________________________,€Ð ¦-ö(1 Ðby€the€Orphans'€Court€ò òofó ó€òòforóó€___________________________(county),Ð ° ÐMaryland,€ò òorderedó ó€òòÔ_ÔORDEREDÔ_Ôóó€that:€Ð \¬ ÐÓÓ€€€€1.€The€following€institutions€shall€disclose€to€____________Ð X ÐÌ_____________________________________€the€assets,€and€the€values€Ð ´  Ѐ€€€€€(Name€of€petitioner)€Ð Š Ú ÐÌthereof,€titled€in€the€sole€name€of€the€above€decedent:€Ð 6 †  ÐÌÌ_____________________________€€€€€______________________________Ð ¸  Ð(Name€of€financial€institution)€€€(Name€of€financial€institution)Ð ŽÞ  ÐÌ______________________________€€€€______________________________Ð :Š  Ð(Name€of€financial€institution)€€€(Name€of€financial€institution)€Ð `  ÐÌ______________________________€€€€______________________________€Ð ¼  Ð(Name€of€financial€institution)€€€(Name€of€financial€institution)Ð ’â ÐÌÌ2.€THIS€ORDER€MAY€NOT€BE€USED€TO€TRANSFER€ASSETS.Ð d ÐÌÌÓÓ€€(d)€€Limited€Order€to€Locate€WillÐ –æ Ѐ€€€€€€Upon€the€filing€of€a€verified€petition€pursuant€to€RuleÐ B’ Ð6-122€(a),€the€orphans'€court€may€issue€a€limited€order€to€aÐ î> Ðfinancial€institution€to€enter€the€safe€deposit€box€of€a€decedentÐ šê Ðin€the€presence€of€the€Register€of€Wills€or€the€Register'sÐ F –! Ðauthorized€deputy€for€the€sole€purpose€of€locating€the€decedent'sÐ ò!B# Ðwill€and,€if€it€is€located,€to€deliver€it€to€the€Register€ofÐ ž#î% ÐWills€or€the€authorized€deputy.€€The€limited€order€to€locate€aÐ J%š ' Ðwill€shall€be€in€the€following€form:€Ð ö&F") ÐÓÓÌIN€THE€ORPHANS'€COURT€FOR€Ð x)È$, Ѐ€€€€€€€€(OR)€€€€€€€€€€€€€€€___________________________,€MARYLAND€Ð N*ž%- ÐBEFORE€THE€REGISTER€OF€WILLS€FOR€Ð $+t&. ÐIN€THE€ESTATE€OF:€Ð ú+J'/ Ð_____________________________€:€€€€€€LIMITED€ORDER€NO.€__________Ð Ð, (0 ÐÌÓÓÐ |.Ì)2 Ðà@\ \ ìàLIMITED€ORDER€TO€LOCATE€WILLˆÐ ° Ðà  àUpon€the€foregoing€Petition,€it€is€this€______€day€of€Ð \¬ ÐÓÓ_____________________________,€_______€by€the€Orphans'€Court€ò òofó ó€Ð X Ѐ€€€€€€€€òò(month)óó€€€€€€€€€€€€€€€€òò(year)óóÐ Þ. ÐÌòòforóó€____________________________________________________(County),€Ð Š Ú ÐÌMaryland,€ò òorderedó ó€òòÔ_ÔORDEREDÔ_Ôóó€that:€Ð 6 †  ÐÌ____________________________________________________,€located€at€Ð â 2  Ѐ€€€€€€€(Name€of€financial€institution)€Ð ¸  ÐÌ_______________________________________________________€enter€the€Ð d´  Ѐ€€€€€€€€€€€€€€€€€(Address)€Ð :Š  ÐÌsafe€deposit€box€titled€in€the€sole€name€of€____________________Ð æ6 ÐÌ____________________________________________,€in€the€presence€of€Ð ’â Ѐ€€€€€€€€€€€(Name€of€decedent)€Ð h¸ ÐÌthe€Register€of€Wills€or€the€Register's€authorized€deputy€for€the€Ð d ÐÌsole€purpose€of€locating€the€decedent's€will€and,€if€the€will€is€Ð À ÐÌlocated,€deliver€it€to€the€Register€of€Wills.€Ð l¼ ÐÌCommittee€note:€€This€procedure€is€not€exclusive.€€Banks€may€alsoÐ h Ðrely€on€the€procedure€set€forth€in€Code,€Financial€InstitutionsÐ î> ÐArticle,€ðð12-603.€€Ð Ä ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ pÀ  ÐÌà  àThe€Maryland€Register€of€Wills€Association€has€suggestedÐ !l" Ðchanges€to€Rule€6„122,€most€of€which€are€ð ðhousekeepingðð€inÐ ò!B# Ðnature.€€They€include€eliminating€duplicate€language,€changing€anÐ È"$ Ðincorrect€word,€capitalizing€words,€and€changing€the€prepositionÐ ž#î% Ðin€the€caption€of€the€petition.€€The€Association€has€also€askedÐ t$Ä& Ðthat€the€language€of€statement€1€in€the€petition€be€changed€toÐ J%š ' Ðconform€to€changes€to€Code,€Estates€and€Trusts€Article,€ðð5„105Ð  &p!( Ð(b)(4).€€The€Rules€Committee€agrees€with€these€changes.Ð ö&F") ÐÐ  Ì'#* Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÐ \¬ ÐÌà@È È ìàCHAPTER€400€„€ADMINISTRATION€OF€ESTATESˆÐ X ÐÌÌà  àAMEND€Rule€6„413€(c)€by€deleting€certain€language€referringÐ Š Ú ÐÌto€recording€of€claims€against€a€decedentððs€estate€and€by€addingÐ 6 †  ÐÌa€certificate€of€service€to€the€claim€form,€as€follows:Ð â 2  ÐÌÌRule€6-413.€€CLAIM€AGAINST€ESTATE€„€PROCEDURE€Ð d´  ÐÌÌ€€€.€.€.Ð æ6 ÐÌÓÓ€€€€(c)€€Form€of€ClaimÐ ’â Ðà  à€€€€A€claim€against€a€decedent's€estate€may€be€filed€or€madeÐ >Ž Ðsubstantially€in€the€following€form:€Ð ê: ÐÓÓÌÌIn€the€Estate€of:€____________________________€Estate€No.€______Ð B’ ÐÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Date€____________Ð î> ÐÌ€€€€Ð šê Ðà@l l ìàCLAIM€AGAINST€DECEDENT'S€ESTATE€ˆÐ pÀ  ÐÌ€€€€The€claimant€certifies€that€there€is€due€and€owing€by€theÐ !l" ÐÌdecedent€in€accordance€with€the€attached€statement€of€account€orÐ È"$ ÐÌother€basis€for€the€claim€the€sum€of€$€________________.€Ð t$Ä& ÐÌ€€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÐ  &p!( ÐÌcontents€of€the€foregoing€claim€are€true€to€the€best€of€myÐ Ì'#* ÐÌknowledge,€information,€and€belief.€Ð x)È$, ÐÌÌ______________________________€€€_______________________________Ð ú+J'/ ÐName€of€Claimant€€€€€€€€€€€€€€€€€Signature€of€claimant€or€person€Ð Ð, (0 Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€authorized€to€make€verifications€Ð ¦-ö(1 Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€on€behalf€of€claimant€Ð |.Ì)2 Ї______________________________€€€_______________________________Ð ° ÐName€and€Title€of€Person€€€€€€€€€Address€Ð †Ö ÐSigning€Claim€Ð \¬ Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€_______________________________Ð 2‚ ÐÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€_______________________________Ð Þ. Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Telephone€Number€Ð ´  ÐÌÌò òFILED:€________________________ó ó€Ð 6 †  ÐÌò òRECORDED:ó ó€Ð â 2  ÐÌ€€€€€ò òClaims€Docket€Liber€______________€€€€€€€Folio€____________ó óÐ ŽÞ  ÐÌÌà@ÄÄìàòòCERTIFICATE€OF€SERVICEóóˆÐ `  ÐÌà  àòòI€hereby€certify€that€on€this€____€day€of€_________________,Ð ¼  Ðà  àà ` àà ¸ àà  àà h àà À àà  àà p àà È àà  à(month)Ð ’â ÐóóÌòò_______,€I€[€]€delivered€or€[€]€mailed,€first€class,€postageÐ >Ž Ð(year)Ð d ÐÌprepaid,€a€copy€of€the€foregoing€Claim€to€the€personal€Ð À ÐÌrepresentative,€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Ð l¼ ÐóóÌ________________________________________________________________.Ð h Ðà@´´!ìàòò(name€and€address)óóˆÐ î> ÐÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€________________________________Ð šê Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€òòSignature€of€ClaimantóóÐ pÀ  ÐÌÌòòInstructionsóó:€Ð ò!B# Ѐ€€Ð È"$ Ѐ1.€This€form€may€be€filed€with€the€Register€of€Wills€uponÐ ž#î% Ѐ€€€payment€of€the€filing€fee€provided€by€law.€€A€copy€must€alsoÐ t$Ä& Ѐ€€€be€sent€to€the€personal€representative€by€the€claimant.€Ð J%š ' Ѐ̀2.€If€a€claim€is€not€yet€due,€indicate€the€date€when€it€willÐ ö&F") Ѐ€€€become€due.€€If€a€claim€is€contingent,€indicate€the€nature€ofÐ Ì'#* Ѐ€€€the€contingency.€€If€a€claim€is€secured,€describe€theÐ ¢(ò#+ Ѐ€€€security.€€Ð x)È$, ÐÌÌ€€€.€.€.Ð ú+J'/ ÐÌÐ  ¦-ö(1 Ðà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ° ÐÌà  àThe€Maryland€Register€of€Wills€Association€pointed€out€thatÐ \¬ Ða€certificate€of€service€form€should€be€submitted€when€a€claim€isÐ 2‚ Ðfiled€against€a€decedentððs€estate.€€The€Association€suggestsÐ X Ðadding€a€Certificate€of€Service€form€to€the€claim€form€in€sectionÐ Þ. Ð(c)€of€Rule€6„413.Ð ´  ÐÌà  àAdditionally,€the€Association€suggests€deleting€theÐ ` ° Ðreference€to€filing€and€recording€in€the€claim€form€in€sectionÐ 6 †  Ð(c)€because€the€records€are€now€scanned€and€no€longer€recorded.€Ð  \  ÐThe€Rules€Committee€agrees€with€these€changes.Ð â 2  ÐÌÌÐ  d´  Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÐ \¬ ÐÌà@È È ìàCHAPTER€400€„€ADMINISTRATION€OF€ESTATESˆÐ X ÐÌÌà  àAMEND€Rule€6„451€by€adding€language€to€section€(b)€toÐ Š Ú ÐÌconform€to€Code,€Estates€and€Trusts€Article,€ðð6„305€(b),€asÐ 6 †  ÐÌfollows:Ð â 2  ÐÌÌRule€6„451.€€RESIGNATION€OF€PERSONAL€REPRESENTATIVEÐ d´  ÐÌÌÓÓ€€€.€.€.Ð æ6 Ѐ€(b)€€SuccessorÐ ’â Ðà  à€€If€no€one€applies€for€appointment€as€successor€personalÐ >Ž Ðrepresentative€or€special€administrator€before€the€filing€of€theÐ ê: Ðstatement€of€resignation€òòand€an€appointment€is€not€made€withinÐ –æ Ðthe€20„day€periodóó,€the€resigning€personal€representative€mayÐ B’ Ðapply€to€the€court€for€appointment€of€a€successor.€€Ð î> Ѐ€€.€.€.Ð šê ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ !l" ÐÌà  àThe€Maryland€Register€of€Wills€Association€has€suggestedÐ È"$ Ðthat€language€be€added€to€section€(b)€of€Rule€6„451€to€conform€toÐ ž#î% Ðthe€language€of€Code,€Estates€and€Trusts€Article,€ðð6„305€(b)€byÐ t$Ä& Ðincluding€a€reference€to€the€20„day€period€for€appointing€aÐ J%š ' Ðsuccessor€personal€representative.€€The€Rules€Committee€is€inÐ  &p!( Ðagreement€with€this€change.Ð ö&F") ÐÌÐ  ¢(ò#+ ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÐ \¬ ÐÌà@È È ìàCHAPTER€400€„€ADMINISTRATION€OF€ESTATESˆÐ X ÐÌÌà  àAMEND€Rule€6„455€to€delete€language€from€the€Election€ofÐ Š Ú ÐÌPersonal€Representative€for€Modified€Administration€form,€theÐ 6 †  ÐÌConsent€to€Election€for€Modified€Administration€form,€and€theÐ â 2  ÐÌFinal€Report€form€referring€to€the€Register€of€Wills€and€OrphansððÐ ŽÞ  ÐÌCourt€being€prohibited€from€granting€extensions,€to€conform€theÐ :Š  ÐÌfirst€paragraph€of€the€Consent€to€Election€for€ModifiedÐ æ6 ÐÌAdministration€form€to€Code,€Estates€and€Trusts€Article,€ðð5„702,Ð ’â ÐÌand€to€delete€the€lists€of€persons€eligible€for€ModifiedÐ >Ž ÐÌAdministration€and€replace€them€with€a€space€for€stating€theÐ ê: ÐÌrelationship€to€the€decedent€at€the€end€of€the€Consent€toÐ –æ ÐÌElection€for€Modified€Administration€form,€as€follows:Ð B’ ÐÌÌRule€6-455.€€MODIFIED€ADMINISTRATION€Ð Ä ÐÌÌÓÓ€€(a)€€GenerallyÐ F –! Ðà  à€€When€authorized€by€law,€an€election€for€modifiedÐ ò!B# Ðadministration€may€be€filed€by€a€personal€representative€withinÐ ž#î% Ðthree€(3)€months€after€the€appointment€of€the€personalÐ J%š ' Ðrepresentative.€€Ð ö&F") Ѐ€(b)€€Form€of€ElectionÐ ¢(ò#+ Ðà  à€€An€election€for€modified€administration€shall€be€in€theÐ N*ž%- Ðfollowing€form:€Ð ú+J'/ ÐÐ ¦-ö(1 ÐBEFORE€THE€REGISTER€OF€WILLS€FOR€____________________,€€MARYLAND€Ð ° ÐESTATE€OF€________________________________€€Estate€No.€_________Ð \¬ ÐÓÓÌà@Œ Œ ìàELECTION€OF€PERSONAL€REPRESENTATIVE€FOR€ˆÐ Þ. Ðà@LLìàMODIFIED€ADMINISTRATION€ˆÐ ´  ÐÌÌ€ÌÓÓ€€€€1.€I€elect€Modified€Administration.€€This€estate€qualifiesÐ  \  Ðfor€Modified€Administration€for€the€following€reasons:€Ð ¸  Ðà  à(a)€The€decedent€died€on€_____________€[€]€with€a€will€or€Ð d´  Ð[€]€without€a€will.€Ð `  Ðà  à(b)€This€Election€is€filed€within€3€months€from€the€date€ofÐ ¼  Ðmy€appointment€which€was€on€___________________________________.€Ð h¸ Ðà  à(c)€[€]€Each€of€the€residuary€legatees€named€in€the€will€orÐ d Ð[€]€each€of€the€heirs€of€the€intestate€decedent€is€either:€Ð À Ѐ€€€€€[€]€The€decedent's€personal€representative€or€[€]€anÐ l¼ Ðindividual€or€an€entity€exempt€from€inheritance€tax€in€theÐ h Ðdecedent's€estate€under€ðð7-203€(b),€(e),€and€(f)€of€theÐ Ä ÐTax-General€Article.€Ð pÀ  Ðà  à(d)€Each€trustee€of€every€trust€that€is€a€residuary€legateeÐ !l" Ðis€one€or€more€of€the€following:€€the€decedent's€[€]€personalÐ È"$ Ðrepresentative,€[€]€surviving€spouse,€[€]€child.€Ð t$Ä& Ðà  à(e)€Consents€of€the€persons€referenced€in€1€(c)€[€]€areÐ  &p!( Ðfiled€herewith€or€[€]€were€filed€previously.€Ð Ì'#* Ѐ€€€€(f)€The€estate€is€solvent€and€the€assets€are€sufficient€toÐ x)È$, Ðsatisfy€all€specific€legacies.€Ð $+t&. Ѐ€€€€(g)€Final€distribution€of€the€estate€can€be€made€within€12Ð Ð, (0 Ðmonths€after€the€date€of€my€appointment.€Ð |.Ì)2 Ѐ€€€2.€Property€of€the€estate€is€briefly€described€as€follows:€Ð ° Ѐ€€€à0  àà0` (#(#àDescription€€€€€€€€€€€€€€€€€€€€Estimated€Value€Ð\¬` (#` (# Ð______________________________€€€€€_____________________________€€Ð X Ð______________________________€€€€€_____________________________Ð ´  Ð______________________________€€€€€_____________________________Ð ` ° Ð______________________________€€€€€_____________________________Ð  \  Ð______________________________€€€€€_____________________________Ð ¸  Ð______________________________€€€€€_____________________________Ð d´  Ѐ€€€3.€I€acknowledge€that€I€must€file€a€Final€Report€UnderÐ `  ÐModified€Administration€no€later€than€10€months€after€the€date€ofÐ ¼  Ðappointment€and€that,€upon€request€of€any€interested€person,€IÐ h¸ Ðmust€provide€a€full€and€accurate€Inventory€and€Account€to€allÐ d Ðinterested€persons.€Ð À Ѐ€€€4.€I€acknowledge€the€requirement€under€ModifiedÐ l¼ ÐAdministration€to€make€full€distribution€within€12€months€afterÐ h Ðthe€date€of€appointment€ò òand€I€understand€that€the€Register€ofÐ Ä ÐWills€and€Orphans'€Court€are€prohibited€from€granting€extensionsÐ pÀ  Ðunder€Modified€Administrationó ó.€Ð !l" Ѐ€€€5.€I€acknowledge€and€understand€that€Modified€AdministrationÐ È"$ Ðshall€continue€as€long€as€all€the€requirements€are€met.€Ð t$Ä& ÐÌI€solemnly€affirm€under€the€penalties€of€perjury€that€theÐ Ì'#* Ðcontents€of€the€foregoing€are€true€to€the€best€of€my€knowledge,Ð x)È$, Ðinformation€and€belief.€Ð $+t&. ÐÓÓÌ____________________________€€€€€______________________________Ð ¦-ö(1 ÐAttorney€€€€€€€€€€€€€€€€€€€€€€€€€Personal€Representative€Ð |.Ì)2 Ї____________________________€€€€€______________________________Ð ° ÐAddress€€€€€€€€€€€€€€€€€€€€€€€€€€Personal€Representative€Ð †Ö ÐÌ____________________________Ð 2‚ ÐAddress€Ð X ÐÌ____________________________€Ð ´  ÐTelephone€Ð Š Ú Ѐ€Ð ` ° ÐÌÓÓ€€(c)€€ConsentÐ  \  Ðà  à€€An€election€for€modified€administration€may€be€filed€if€Ð ¸  Ðall€the€residuary€legatees€of€a€testate€decedent€and€the€heirs€atÐ d´  Ðlaw€of€an€intestate€decedent€consent€in€the€following€form:€Ð `  ÐÓÓÌBEFORE€THE€REGISTER€OF€WILLS€FOR€____________________,€€MARYLAND€Ð ’â ÐÌESTATE€OF€______________________________€€€Estate€No.€__________Ð >Ž ÐÌÌà@LLìàCONSENT€TO€ELECTION€FOR€ˆÐ À Ðà@LLìàMODIFIED€ADMINISTRATION€ˆÐ –æ ÐÌÓÓ€€€€I€am€a€[€]€residuary€legatee€òòwho€is€the€decedentððs€personalÐ B’ Ðrepresentative€or€an€individual€or€an€entity€exempt€fromÐ î> Ðinheritance€tax€under€ðð7„203€(b),€(e),€and€(f)€of€Code,€TaxÐ šê ÐGeneral€Articleóó,€ò ò[€]€trustee€of€a€trust€that€is€a€residuaryÐ F –! Ðlegatee,€oró ó€[€]€òòanóó€heir€of€the€decedent€who€died€intestateòò,€and€IÐ ò!B# Ðam€the€decedentððs€personal€representative€or€an€individual€or€anÐ ž#î% Ðentity€exempt€from€inheritance€tax€under€ðð7„203€(b),€(e),€andÐ J%š ' Ð(f),€[€]€or€a€trustee€of€a€trust€that€is€a€residuary€legatee€whoÐ ö&F") Ðis€the€decedentððs€personal€representative,€surviving€spouse,€orÐ ¢(ò#+ Ðchildóó.€€ò òI€consent€to€Modified€Administration€and€acknowledge€thatÐ N*ž%- Ðâ âunder€Modified€Administration:ó ó€Ð ú+J'/ Ðà  à1.€Instead€of€filing€a€formal€Inventory€and€Account,€theÐ ° Ðâ âpersonal€representative€will€file€a€verified€Final€Report€UnderÐ \¬ ÐModified€Administration€no€later€than€10€months€after€the€date€ofÐ X Ðappointment.€Ð ´  Ðà  à2.€Upon€written€request€to€the€personal€representative€byÐ ` ° Ðany€legatee€not€paid€in€full€or€any€heir-at-law€of€a€decedent€whoÐ  \  Ðdied€without€a€will,€a€formal€Inventory€and€Account€shall€beÐ ¸  Ðprovided€by€the€personal€representative€to€the€legatees€or€heirsÐ d´  Ðof€the€estate.€Ð `  Ðà  à3.€At€any€time€during€administration€of€the€estate,€I€mayÐ ¼  Ðrevoke€Modified€Administration€by€filing€a€written€objection€withÐ h¸ Ðthe€Register€of€Wills.€€Once€filed,€the€objection€is€binding€onÐ d Ðthe€estate€and€cannot€be€withdrawn.€Ð À Ðà  à4.€If€Modified€Administration€is€revoked,€the€estate€willÐ l¼ Ðproceed€under€Administrative€Probate€and€the€personalÐ h Ðrepresentative€shall€file€a€formal€Inventory€and€Account,€asÐ Ä Ðrequired,€until€the€estate€is€closed.€Ð pÀ  Ðà  à5.€Unless€I€waive€notice€of€the€verified€Final€Report€UnderÐ !l" ÐModified€Administration,€the€personal€representative€will€provideÐ È"$ Ða€copy€of€the€Final€Report€to€me€upon€its€filing,€which€shall€beÐ t$Ä& Ðno€later€than€10€months€after€the€date€of€appointment.€Ð  &p!( Ðà  à6.€Final€Distribution€of€the€estate€will€occur€not€laterÐ Ì'#* Ðthan€12€months€after€the€date€of€appointment€of€the€personalÐ x)È$, Ðrepresentative.€Ð $+t&. ÐÓÓ_____________________________€€€€€______________________________€Ð Ð, (0 ÐSignature€of€Residuary€Legatee€€€€ò ò[€]€Surviving€Spouse€[€]€Childó ó€Ð ¦-ö(1 Ѐ€or€Heir€€€€€€€€€€€€€€€€€€€€€€€€€ò ò[€]€Residuary€Legatee€or€Heiró ó€Ð |.Ì)2 Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€ò òserving€as€Personaló ó€Ð ° Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€ò òRepresentativeó ó€òòStateóóÐ †Ö Ðà  àà ` àà ¸ àà  àà h àà À à€€€€òòRelationship€to€DecedentóóÐ \¬ ÐÌ_____________________________Ð X ÐType€or€Print€Name€€€€€€€€€€€€€€€€€Ð Þ. ÐÌÌ_____________________________€€€€€______________________________Ð ` ° ÐSignature€of€Residuary€Legatee€€€€ò ò[€]€Surviving€Spouse€[€]€Childó ó€Ð 6 †  Ѐ€or€Heir€€€€€€€€€€€€€€€€€€€€€€€€€ò ò[€]€Residuary€Legatee€or€Heiró ó€Ð  \  Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€ò òserving€as€Personaló ó€Ð â 2  Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€ò òRepresentativeó ó€òòStateóóÐ ¸  Ðà  àà ` àà ¸ àà  àà h àà À à€€€€òòRelationship€to€DecedentóóÐ ŽÞ  ÐÌ______________________________Ð :Š  ÐType€or€Print€NameÐ `  ÐÌÌ____________________________€€€€€_______________________________Ð ’â ÐSignature€of€Trustee€€€€€€€€€€€€€Signature€of€TrusteeÐ h¸ ÐÌÌ____________________________€€€€€_______________________________Ð ê: ÐType€or€Print€Nameà0  àà0h(#(#àà0Àh(#h(#à€€€Type€or€Print€NameÐÀÀ(#À(# ÐÌÌÌ€€(d)€€Final€ReportÐ h Ѐ̀€€€(1)€€FilingÐ Ä ÐÌà  à€€€€A€verified€final€report€shall€be€filed€no€later€than€10€Ð pÀ  ÐÌmonths€after€the€date€of€the€personal€representative'sÐ !l" ÐÌappointment.€Ð È"$ Ѐ̀€€€(2)€€Copies€to€Interested€PersonsÐ t$Ä& ÐÌà  à€€€€Unless€an€interested€person€waives€notice€of€theÐ  &p!( ÐÌverified€final€report€under€modified€administration,€the€Ð Ì'#* ÐÌpersonal€representative€shall€serve€a€copy€of€the€final€report€onÐ x)È$, ÐÌeach€interested€person.€Ð $+t&. ÐÌ€€€€(3)€€ContentsÐ Ð, (0 ÐÌà  à€€€€A€final€report€under€modified€administration€shall€be€Ð |.Ì)2 Їin€the€following€form:€Ð ° ÐÌÌBEFORE€THE€REGISTER€OF€WILLS€FOR€______________________,€MARYLAND€Ð 2‚ ÐÌESTATE€OF€__________________________€Estate€No.€_________________Ð Þ. ÐÌDate€of€Death€______________________€Date€of€Appointment€Ð Š Ú Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€of€Personal€Ô_ÔRepreÔ_Ô-€Ð ` ° Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Ô_ÔsentativeÔ_Ô€__________________Ð 6 †  ÐÌÌà@Ø Ø ìàFINAL€REPORT€UNDER€MODIFIED€ADMINISTRATION€ˆÐ ¸  Ðà@dd ìà(Must€be€filed€within€10€months€after€the€date€of€appointment)ˆÐ ŽÞ  ÐÌ€€€€I,€Personal€Representative€of€the€estate,€report€theÐ :Š  ÐÌfollowing:€Ð æ6 ÐÌ€€€1.€The€estate€continues€to€qualify€for€Modified€AdministrationÐ ’â ÐÌas€set€forth€in€the€Election€for€Modified€Administration€on€fileÐ >Ž ÐÌwith€the€Register€of€Wills.€Ð ê: ÐÌ€€€2.€Attached€are€the€following€Schedules€and€supporting€Ð –æ ÐÌattachments:€Ð B’ ЀÌTotal€Schedule€A:€€Reportable€Property€€............€€€$€________Ð î> ÐÌTotal€Schedule€B:€€Payments€and€Disbursements€......€€€$(_______)Ð šê ÐÌTotal€Schedule€C:€€Distribution€of€Net€ReportableÐ F –! ÐÌ€€€€€€€€€€€€€€€€€€€Property€€.......................€€€$€________Ð ò!B# ÐÌ€€€3.€I€acknowledge€that:€Ð ž#î% ÐÌ€€(a)€€Final€distributions€shall€be€made€within€12€months€afterÐ J%š ' ÐÌthe€date€of€my€appointment€as€personal€representative.€Ð ö&F") ÐÌ€€ò ò(b)€The€Register€of€Wills€and€Orphans'€Court€are€prohibitedÐ ¢(ò#+ ÐÌfrom€granting€extensions€of€time.ó ó€Ð N*ž%- ÐÌ€€ò ò(c)ó ó€òò(b)óó€If€Modified€Administration€is€revoked,€the€estate€shallÐ ú+J'/ ÐÌproceed€under€Administrative€Probate,€and€I€will€file€a€formalÐ ¦-ö(1 ÐÐ |.Ì)2 ÐInventory€and€Account,€as€required,€until€the€estate€is€closed.€Ð ° ÐÌ€€€€I€solemnly€affirm€under€the€penalties€of€perjury€that€theÐ \¬ ÐÌcontents€of€the€foregoing€are€true€to€the€best€of€my€knowledge,Ð X ÐÌinformation,€and€belief€and€that€any€property€valued€by€me€whichÐ ´  ÐÌI€have€authority€as€personal€representative€to€appraise€has€beenÐ ` ° ÐÌvalued€completely€and€correctly€in€accordance€with€law.€Ð  \  ÐÌÌ________________________________€€€_____________________________€Ð ŽÞ  ÐAttorney€Signature€€€€€€€€€€€€€€€€€Personal€Representative€€Date€Ð d´  ÐÌ________________________________€€€_____________________________Ð `  ÐAddress€€€€€€€€€€€€€€€€€€€€€€€€€€€€Personal€Representative€€Date€Ð æ6 ÐÌ________________________________€€€_____________________________Ð ’â ÐAddress€€€€€€€€€€€€€€€€€€€€€€€€€€€€Personal€Representative€€Date€Ð h¸ ÐÌ________________________________€Ð d ÐTelephone€Ð ê: ÐÌÌ€€€.€.€.Ð l¼ ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ î> ÐÌà  àThe€Maryland€Register€of€Wills€Association€has€suggestedÐ šê Ðthat€language€in€the€Election€of€Personal€Representative€forÐ pÀ  ÐModified€Administration€and€the€Consent€to€Election€for€ModifiedÐ F –! ÐAdministration€forms€referring€to€the€Register€of€Wills€andÐ !l" ÐOrphansðð€Court€being€prohibited€from€granting€extensions€beÐ ò!B# Ðdeleted.€€The€language€proposed€for€deletion€implies€that€noÐ È"$ Ðextensions€are€permitted,€but€Code,€Estates€and€Trusts€Article,Ð ž#î% Ððð5„703€was€amended€to€allow€extensions€of€the€time€period€forÐ t$Ä& Ðfiling€a€final€report€and€for€making€distribution€with€consent€ofÐ J%š ' Ðthe€personal€representative€and€the€interested€persons.€€TheÐ  &p!( ÐRules€Committee€is€in€agreement€with€the€proposed€deletion€of€theÐ ö&F") Ðlanguage.Ð Ì'#* ÐÌà  àThe€Association€also€has€suggested€that€the€Consent€toÐ x)È$, ÐElection€for€Modified€Administration€form€be€expanded€to€conformÐ N*ž%- Ðto€Code,€Estates€and€Trusts€Article,€ðð5„702,€which€had€beenÐ $+t&. Ðchanged€to€include€individuals€or€entities€exempt€fromÐ ú+J'/ Ðinheritance€tax€under€ðð7„203€(b),€(e),€and€(f)€of€the€Tax„General€Ð  Ð, (0 ÐArticle€as€residuary€legatees€or€heirs€at€law€eligible€forÐ ° ÐModified€Administration.€€The€Rules€Committee€recommends€thisÐ †Ö Ðchange.Ð \¬ ÐÌÔ#† Xü¿XX Xü¿ó´#ÔÌÐ  Þ. ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌÌà@ðð"ìàòòò òTABLE€OF€CONTENTSó óóóˆÐ  \  ÐÌÌRule€7„501.€€APPLICABILITYÐ œì  ÐÌÌRule€7„502.€€SECURING€APPELLATE€REVIEWÐ n  ÐÌà  à(a)€By€Notice€of€AppealÐ Ê Ðà  à(b)€Caption€of€Notice€of€AppealÐ  ð Ðà  à(c)€Joinder€Not€RequiredÐ vÆ Ѐ€€€€(d)€SubstitutionÐ Lœ Ðà  à(e)€Stay€of€ProceedingsÐ "r ÐÌÌRule€7„503.€€NOTICE€OF€APPEAL€„€TIMES€FOR€FILINGÐ ¤ô ÐÌà  à(a)€GenerallyÐ P  Ðà  à(b)€Appeals€by€Other€PartyÐ &v ÐÌÌRule€7„504.€€MODE€OF€APPEALÐ ¨ø ÐÌÌRule€7„505.€€RECORDÐ *!z" ÐÌà  à(a)€Contents€of€RecordÐ Ö"&$ Ðà  à(b)€Statement€of€Case€in€Lieu€of€Entire€RecordÐ ¬#ü% Ðà  à(c)€Cost€of€PreparationÐ ‚$Ò& Ðà  à(d)€Filing€FeeÐ X%¨ ' Ðà  à(e)€Transmittal€of€RecordÐ .&~!( Ðà  à(f)€Duties€of€Register€of€WillsÐ 'T") Ðà  à€€€€€(1)€Preparation€and€Service€of€Docket€EntriesÐ Ú'*#* Ðà  àà ` à(2)€Statement€of€CostsÐ °($+ Ðà  à(g)€Correction€or€Supplementation€of€RecordÐ †)Ö$, Ðà  à(h)€Return€of€Record€to€Orphansðð€Court€Pending€AppealÐ \*¬%- ÐÌÌRule€7„506.€€DOCKETING€AND€CAPTION€OF€APPEALSÐ Þ,.(0 ÐÌÐ Š.Ú)2 ÐRule€7„507.€€DISMISSAL€OF€APPEALÐ ° ÐÌà  à(a)€GroundsÐ \¬ Ðà  à(b)€Return€of€Record€to€Orphansðð€CourtÐ 2‚ Ðà  à(c)€ReinstatementÐ X ÐÌÌRule€7„508.€€HEARINGÐ Š Ú ÐÌÌRule€7„509.€€NOTICE€OF€CIRCUIT€COURT€JUDGMENTÐ  \  ÐÌÌRule€7„510.€€ASSESSMENT€OF€COSTSÐ ŽÞ  ÐÌà  à(a)€Allowance€and€AllocationÐ :Š  Ðà  à(b)€StateÐ `  ÐÐ  æ6 Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„501,€as€follows:Ð 6 †  ÐÌÌRule€7„501.€€APPLICABILITYÐ ¸  ÐÌÌà  àThe€rules€in€this€Chapter€govern€appeals€to€a€circuit€courtÐ :Š  ÐÌfrom€a€judgment€or€order€of€an€orphansðð€court.Ð æ6 ÐÌCommittee€note:€€In€Ô_ÔHarfordÔ_Ô€County€and€Montgomery€County,€directÐ ’â Ðappeal€to€the€Court€of€Special€Appeals€is€the€only€method€ofÐ h¸ Ðappellate€review€of€a€judgment€of€the€Orphansðð€Court.€€See€Code,Ð >Ž ÐCourts€Article,€ðð12„502.€€In€all€other€jurisdictions,€theÐ d Ðappellant€has€the€option€of€a€direct€appeal€to€the€Court€ofÐ ê: ÐSpecial€Appeals€or€an€appeal€to€the€circuit€court€for€the€county.Ð À ÐÌSource:€€This€Rule€is€new.Ð l¼ ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ î> ÐÌà  àLarry€W.€Ô_ÔShipleyÔ_Ô,€recently€retired€Clerk€of€the€CircuitÐ šê ÐCourt€for€Carroll€County,€pointed€out€that€appeals€to€the€circuitÐ pÀ  Ðcourt€from€the€Orphansðð€Court€have€been€causing€some€problems€forÐ F –! Ðthe€circuit€court€clerks,€because€there€is€no€specific€set€ofÐ !l" Ðrules€applying€to€these€appeals.€€The€captions€in€these€cases€areÐ ò!B# Ðvaried,€making€it€difficult€for€the€clerk€to€docket€the€caseÐ È"$ Ðappropriately.€€To€address€the€problems,€the€Rules€CommitteeÐ ž#î% Ðproposes€a€set€of€Rules€loosely€based€on€the€Rules€in€Title€7,Ð t$Ä& ÐChapter€100€(Appeals€from€the€District€Court€to€the€CircuitÐ J%š ' ÐCourt),€so€that€Orphansðð€Court€appeals€will€be€handled€moreÐ  &p!( Ðuniformly€throughout€the€State.Ð ö&F") ÐÐ  Ì'#* Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„502,€as€follows:Ð 6 †  ÐÌÌRule€7„502.€€SECURING€APPELLATE€REVIEWÐ ¸  ÐÌÌÓÓ€€(a)€€By€Notice€of€AppealÐ :Š  Ðà  à€€Appellate€review€in€the€circuit€court€may€be€obtained€onlyÐ æ6 Ðif€a€notice€of€appeal€is€filed€with€the€Register€of€Wills€withinÐ ’â Ðthe€time€prescribed€in€Rule€7„503.Ð >Ž Ѐ€(b)€€Caption€of€Notice€of€AppealÐ ê: Ðà  à€€A€notice€of€appeal€shall€be€captioned€in€the€followingÐ –æ Ðform:Ð B’ ÐÌÓÓIN€THE€ORPHANSðð€COURT€FOR€______________________________________Ð šê ÐÌIN€RE€ESTATE€OF€________________________________________________Ð F –! Ѐ€€€€€€€€€€€€€€€€(Name€of€decedent,€Orphansðð€Court€case€numberÐ !l" ÐÌAPPEAL€OF€______________________________________________________Ð È"$ Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€(Name€and€Address)€€€€€€€€€€€€€€Ð ž#î% ÐÌÌÓÓ€€(c)€Joinder€Not€RequiredÐ  &p!( Ðà  à€€An€appeal€may€be€filed€with€or€without€the€assent€orÐ Ì'#* Ðjoinder€of€other€persons.Ð x)È$, Ѐ€€(d)€SubstitutionÐ $+t&. Ðà  à€€The€proper€person€may€be€substituted€for€a€party€on€appealÐ Ð, (0 Ðin€accordance€with€Rule€2„241.Ð |.Ì)2 Ѐ€€(e)€Stay€of€ProceedingsÐ ° Ðà  à€€Stay€of€Orphansðð€Court€proceedings€in€the€event€of€appealÐ \¬ Ðis€governed€by€Code,€Courts€Article,€ðð12„701€(a).Ð X ÐÓÓSource:€€This€Rule€is€new.Ð ´  ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ 6 †  ÐÌà  àSee€the€Reporterððs€note€to€Rule€7„501.Ð â 2  ÐÐ  ¸  Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„503,€as€follows:Ð 6 †  ÐÌÌRule€7„503.€€NOTICE€OF€APPEAL€ð!ð€TIMES€FOR€FILINGÐ ¸  ÐÌÌÓÓ€€(a)€€GenerallyÐ :Š  Ðà  à€€Except€as€otherwise€provided€in€this€Rule€or€by€law,€theÐ æ6 Ðnotice€of€appeal€shall€be€filed€within€30€days€after€entryÐ ’â Ðpursuant€to€Rule€6„171€of€the€judgment€or€order€from€which€theÐ >Ž Ðappeal€is€taken.Ð ê: Ѐ€(b)€€Appeals€by€Other€PartyÐ –æ Ðà  à€€If€one€party€files€a€timely€notice€of€appeal,€any€otherÐ B’ Ðparty€may€file€a€notice€of€appeal€within€10€days€after€the€dateÐ î> Ðon€which€the€first€notice€of€appeal€was€served€or€within€30€daysÐ šê Ðafter€entry€of€the€judgment€or€order€from€which€the€appeal€isÐ F –! Ðtaken,€whichever€is€later.Ð ò!B# ÐÓÓCross€reference:€€For€striking€a€notice€of€appeal€by€the€OrphansððÐ ž#î% ÐCourt€under€certain€circumstances,€see€Rule€6„464.Ð t$Ä& ÐÌSource:€€This€Rule€is€new.Ð  &p!( ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Ì'#* ÐÌà  àSee€the€Reporterððs€note€to€Rule€7„501.Ð x)È$, ÐÌÐ  $+t&. Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„504,€as€follows:Ð 6 †  ÐÌÌRule€7„504.€€MODE€OF€APPEALÐ ¸  ÐÌÌà  àAn€appeal€from€an€orphansðð€court€to€a€circuit€court€shallÐ :Š  ÐÌproceed€in€accordance€with€the€Rules€governing€cases€institutedÐ æ6 ÐÌin€the€circuit€court.€€The€form€and€sufficiency€of€pleadings€inÐ ’â ÐÌthe€record€on€appeal€are€governed€by€the€rules€applicable€in€theÐ >Ž ÐÌOrphansðð€Court.€Ð ê: ÐÌCross€reference:€Code,€Courts€Article,€ðð12„502.€Ð –æ ÐÌSource:€€This€Rule€is€new.Ð B’ ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Ä ÐÌà  àSee€the€Reporterððs€Note€to€Rule€7„501.Ð pÀ  ÐÌÐ  !l" Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„505,€as€follows:Ð 6 †  ÐÌÌRule€7„505.€€RECORDò òÐ ¸  Ðó óÌÌÓÓ€€(a)€€Contents€of€RecordÐ :Š  Ðà  à€€The€record€on€appeal€shall€include€a€certified€copy€of€theÐ æ6 Ðdocket€entries€in€the€estate€proceeding€and€all€original€papersÐ ’â Ðfiled€in€the€action€in€the€Orphans'€Court€except€those€that€theÐ >Ž Ðparties€stipulate€may€be€omitted.€€A€party€may€supplement€theÐ ê: Ðrecord€by€paying€for€and€filing€a€transcript.€€The€Register€ofÐ –æ ÐWills€shall€append€a€certificate€clearly€identifying€the€papersÐ B’ Ðincluded€in€the€record.€€The€Orphans'€Court€may€order€that€theÐ î> Ðoriginal€papers€in€the€action€be€kept€in€the€Orphans'€CourtÐ šê Ðpending€the€appeal,€in€which€case€the€Register€of€Wills€shallÐ F –! Ðtransmit€a€certified€copy€of€the€original€papers.Ð ò!B# Ѐ€(b)€€Agreed€Statement€of€the€CaseÐ ž#î% Ðà  à€€If€the€parties€agree€that€the€questions€presented€by€anÐ J%š ' Ðappeal€can€be€determined€without€a€trial,€they€may€sign€and,€uponÐ ö&F") Ðapproval€by€the€Orphans'€Court,€file€with€the€Register€of€Wills€aÐ ¢(ò#+ Ðstatement€of€the€case€showing€how€the€questions€arose€and€wereÐ N*ž%- Ðdecided,€and€setting€forth€only€those€facts€or€allegations€thatÐ ú+J'/ Ðare€essential€to€a€decision€of€the€questions.€€The€parties€areÐ ¦-ö(1 Ðstrongly€encouraged€to€agree€to€such€a€statement.€€The€statementÐ ° Ðof€the€case,€the€judgment€or€order€from€which€the€appeal€isÐ \¬ Ðtaken,€and€any€opinion€of€the€Orphans'€Court€shall€constitute€theÐ X Ðrecord€on€appeal.€€The€circuit€court,€however,€may€direct€theÐ ´  ÐRegister€to€transmit€all€or€part€of€the€balance€of€the€record€inÐ ` ° Ðthe€Orphans'€Court€as€a€supplement€to€the€record€on€appeal.Ð  \  Ѐ€(c)€€Cost€of€PreparationÐ ¸  Ðà  à€€The€appellant€shall€pay€to€the€Register€the€cost€ofÐ d´  Ðpreparation€of€the€record.Ð `  Ѐ€(d)€€Filing€FeeÐ ¼  Ðà  à€€The€appellant€shall€deposit€with€the€Register€of€Wills€theÐ h¸ Ðfee€prescribed€by€Code,€Courts€Article,€ðð7„202€unless€the€fee€hasÐ d Ðbeen€waived€by€an€order€of€court€or€unless€the€appellant€isÐ À Ðrepresented€by€(1)€an€attorney€assigned€by€Legal€Aid€Bureau,€Inc.Ð l¼ Ðor€(2)€an€attorney€assigned€by€any€other€legal€servicesÐ h Ðorganization€that€accepts€as€clients€only€those€persons€meetingÐ Ä Ðthe€financial€eligibility€criteria€established€by€the€FederalÐ pÀ  ÐLegal€Services€Corporation€or€other€appropriate€governmentalÐ !l" Ðagency.€€The€filing€fee€shall€be€in€the€form€of€cash€or€check€orÐ È"$ Ðmoney€order€payable€to€the€clerk€of€the€circuit€court.Ð t$Ä& Ѐ€(e)€€Transmittal€of€RecordÐ  &p!( Ðà  à€€Unless€a€different€time€is€fixed€by€order€entered€pursuantÐ Ì'#* Ðto€this€section,€the€Register€of€Wills€shall€transmit€the€recordÐ x)È$, Ðto€the€circuit€court€within€60€days€after€the€date€the€firstÐ $+t&. Ðnotice€of€appeal€is€filed.€€The€filing€fee€shall€be€forwardedÐ Ð, (0 Ðwith€the€record€to€the€clerk€of€the€circuit€court.€€For€purposesÐ |.Ì)2 Ðof€this€Rule,€the€record€is€transmitted€when€it€is€delivered€toÐ ° Ðthe€clerk€of€the€circuit€court€or€when€it€is€sent€by€certifiedÐ \¬ Ðmail€by€the€Register€of€Wills,€addressed€to€the€clerk€of€theÐ X Ðcircuit€court.€€On€motion€or€on€its€own€initiative,€the€OrphansððÐ ´  ÐCourt€or€the€circuit€court€for€good€cause€show€may€shorten€orÐ ` ° Ðextend€the€time€for€transmittal€of€the€record.Ð  \  Ѐ€(f)€Duties€of€Register€of€WillsÐ ¸  Ѐ€€€(1)€€Preparation€and€Service€of€Docket€EntriesÐ d´  Ðà  à€€€€The€Register€of€Wills€shall€prepare€and€attach€to€theÐ `  Ðbeginning€of€the€record€a€certified€copy€of€the€docket€entries€inÐ ¼  Ðthe€estate€proceeding.€€The€original€papers€shall€be€fastenedÐ h¸ Ðtogether€in€one€or€more€file€jackets€and€numbered€consecutively,Ð d Ðexcept€that€the€pages€of€a€transcript€of€testimony€need€not€beÐ À Ðrenumbered.€€The€Register€shall€serve€a€copy€of€the€docketÐ l¼ Ðentries€on€each€party€to€the€appeal.€Ð h Ѐ€€€(2)€€Statement€of€CostsÐ Ä Ðà  à€€€€The€Register€shall€prepare€and€transmit€with€the€recordÐ pÀ  Ða€statement€of€the€costs€of€preparing€and€certifying€the€record,Ð !l" Ðthe€costs€taxed€against€each€party€prior€to€the€transmission€ofÐ È"$ Ðthe€record,€and€the€costs€of€all€transcripts,€if€any,€and€ofÐ t$Ä& Ðcopies€of€the€transcripts€for€each€of€the€parties.€€Ð  &p!( Ѐ€(g)€€Correction€or€Supplementation€of€RecordÐ Ì'#* Ðà  à€€On€motion€or€on€its€own€initiative,€the€circuit€court€mayÐ x)È$, Ðorder€that€an€error€or€omission€in€the€record€be€corrected.€Ð $+t&. Ðâ  (h)€€Return€of€Record€to€Orphans'€Court€Pending€AppealÐ Ð, (0 Ðà  à€€Upon€a€determination€that€the€record€should€be€returned€toÐ ° Ðâ âthe€Orphans'€Court€because€of€a€matter€pending€in€that€court,€theÐ \¬ Ðcircuit€court€may€order€that€the€record€be€returned,€subject€toÐ X Ðthe€conditions€stated€in€the€order.Ð ´  ÐSource:€€This€Rule€is€new.Ð ` ° ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ â 2  ÐÌà  àSee€the€Reporterððs€note€to€Rule€7„501.Ð ŽÞ  ÐÌÌÐ  `  Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„506,€as€follows:Ð 6 †  ÐÌÌRule€7„506.€€DOCKETING€AND€CAPTION€OF€APPEALS€Ð ¸  ÐÌÌÓÓà  à€Each€circuit€court€shall€maintain€a€docket€for€appeals€fromÐ :Š  Ðthe€Orphans'€Court.€€The€appeals€shall€be€docketed€in€theÐ æ6 Ðfollowing€form:Ð ’â ÐÌÓÓIN€THE€CIRCUIT€COURT€FOR€____________________€€€*à  àà x àCivilÐ ê: ÐÌAPPEAL€OF€___________________________________€€€*€€€€€€ActionÐ –æ Ѐ€€€€€€€€€€€€€€€€(Name€and€Address)€€€€€€€€€€€€€€Ð l¼ Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€No._____Ð B’ ÐIN€RE€ESTATE€OF€_____________________________€€€*€Ð h Ѐ€€€€€€€€€€€€€€€€(Name€of€decedent,€OrphansððÐ î> Ѐ€€€€€€€€€€€€€€€€€Court€case€numberÐ Ä ÐÌÌSource:€€This€Rule€is€new.Ð F –! ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ È"$ ÐÌà  àSee€the€Reporterððs€note€to€Rule€7„501.Ð t$Ä& ÐÐ  J%š ' Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„507,€as€follows:Ð 6 †  ÐÌÌRule€7„507.€€DISMISSAL€OF€APPEAL€Ð ¸  ÐÌÌÓÓ€€(a)€€GroundsÐ :Š  Ðà  à€€On€motion€or€on€its€own€initiative,€the€circuit€court€mayÐ æ6 Ðdismiss€an€appeal€for€any€of€the€following€reasons:Ð ’â Ѐ€€€(1)€the€appeal€is€not€allowed€by€law;Ð >Ž Ѐ€€€(2)€the€appeal€was€not€properly€taken€pursuant€to€Rule€7„502;Ð ê: Ѐ€€€(3)€the€notice€of€appeal€was€not€filed€with€the€Register€ofÐ –æ ÐWills€within€the€time€prescribed€by€Rule€7„503;Ð B’ Ѐ€€€(4)€the€record€was€not€transmitted€within€the€time€prescribedÐ î> Ðby€Rule€7„505,€unless€the€court€finds€that€the€failure€toÐ šê Ðtransmit€the€record€was€caused€by€the€act€or€omission€of€a€judge,Ð F –! Ða€Register€of€Wills,€a€clerk€of€court,€or€the€appellee;Ð ò!B# Ѐ€€€(5)€the€appeal€has€been€withdrawn€because€the€appellant€filedÐ ž#î% Ða€notice€withdrawing€the€appeal€or€failed€to€appear€as€requiredÐ J%š ' Ðfor€trial€or€any€other€proceeding€on€the€appeal;€orÐ ö&F") Ѐ€€€(6)€the€case€has€become€moot.Ð ¢(ò#+ Ѐ€(b)€€Return€of€Record€to€Orphansðð€CourtÐ N*ž%- Ðà  à€€Upon€entry€of€the€circuit€courtððs€order€dismissing€theÐ ú+J'/ Ðappeal,€the€Clerk€shall€transmit€a€copy€of€the€order€to€theÐ ¦-ö(1 ÐRegister€of€Wills.€€Any€order€of€satisfaction€shall€be€docketedÐ ° Ðin€the€estate€proceeding.€€Unless€the€circuit€court€ordersÐ \¬ Ðotherwise,€the€original€papers€included€in€the€record€shall€beÐ X Ðtransmitted€with€the€copy€of€the€order.€€Ð ´  Ѐ€(c)€€ReinstatementÐ ` ° Ðà  à€€If€the€appeal€is€reinstated,€the€circuit€court€shallÐ  \  Ðnotify€the€Register€of€Wills€of€the€reinstatement€and€theÐ ¸  ÐRegister€shall€return€the€record.Ð d´  ÐÓÓSource:€€This€Rule€is€new.Ð `  ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ’â ÐÌà  àSee€the€Reporterððs€note€to€Rule€7„501.Ð >Ž ÐÌÐ  ê: Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„508,€as€follows:Ð 6 †  ÐÌÌRule€7„508.€€HEARINGÐ ¸  ÐÌÌÓÓà  àAn€appeal€from€an€orphansðð€court€to€a€circuit€court€shall€beÐ :Š  Ðheard€de€novo,€and€Title€5€of€these€Rules€applies€to€theÐ æ6 Ðproceedings.Ð ’â ÐSource:€€This€Rule€is€new.Ð >Ž ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ À ÐÌà  àSee€the€Reporterððs€note€to€Rule€7„501.Ð l¼ ÐÐ  B’ Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„509,€as€follows:Ð 6 †  ÐÌÌRule€7„509.€€NOTICE€OF€CIRCUIT€COURT€JUDGMENTÐ ¸  ÐÌÌÓÓà  àThe€clerk€of€the€circuit€court€shall€promptly€send€notice€ofÐ :Š  Ðthe€circuit€court€judgment€to€the€Register€of€Wills,€who€shallÐ æ6 Ðenter€the€notice€on€the€docket.Ð ’â ÐÓÓCommittee€note:€€As€to€further€appeal€from€the€judgment€of€theÐ >Ž Ðcircuit€court€to€the€Court€of€Special€Appeals,€see€òòJennings€v.Ð d ÐJenningsóó,€20€Md.€App.€369,€371€n.4€(1974),€òòcert.€deniedóó,€271€Md.Ð ð@ Ð738€(1974)€and€òòCarrick€v.€Henleyóó,€44€Md.€App.€124€(1979).Ð Ì ÐÌSource:€€This€Rule€is€new.Ð ~Î ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ P ÐÌà  àSee€the€Reporterððs€note€to€Rule€7„501.Ð ¬ü ÐÌÐ  X ¨! Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@dd ìàTITLE€7€„€APPELLATE€AND€OTHER€JUDICIAL€REVIEW€IN€CIRCUIT€COURTˆÐ \¬ ÐÌà@$ $ ìàCHAPTER€500€„€APPEALS€FROM€THE€ORPHANSðð€COURT€ˆÐ X ÐÌà@<< ìàTO€THE€CIRCUIT€COURTˆÐ ´  ÐÌÌà  àADD€new€Rule€7„510,€as€follows:Ð 6 †  ÐÌÌRule€7„510.€€ASSESSMENT€OF€COSTSÐ ¸  ÐÌÌÓÓ€€(a)€€Allowance€and€AllocationÐ :Š  Ðà  à€€The€circuit€court,€by€order,€may€allocate€costs€among€theÐ æ6 Ðparties.€€The€prevailing€party€is€entitled€to€costs€unless€theÐ ’â Ðcircuit€court€orders€otherwise.€Ð >Ž Ѐ€(b)€€StateÐ ê: Ðà  à€€Costs€shall€be€allowed€to€or€assessed€against€the€State€orÐ –æ Ðany€official,€agency,€or€political€subdivision€of€the€State€thatÐ B’ Ðis€a€party€in€the€same€manner€as€costs€are€allowed€to€or€assessedÐ î> Ðagainst€a€private€litigant.Ð šê ÐSource:€€This€Rule€is€new.Ð F –! ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ È"$ ÐÌà  àSee€the€Reporterððs€note€to€Rule€7„501.Ð t$Ä& ÐÐ  J%š ' Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÐ \¬ ÐÌà@È È ìàCHAPTER€400€„€ADMINISTRATION€OF€ESTATESˆÐ X ÐÌÌà  àAMEND€Rule€6„463€to€add€a€reference€to€the€Rules€in€Title€7,Ð Š Ú ÐÌChapter€500,€as€follows:Ð 6 †  ÐÌÌRule€6-463.€€APPEALS€Ð ¸  ÐÌÌÓÓà  àAn€appeal€from€a€judgment€of€the€court€may€be€taken€(a)€toÐ :Š  Ðthe€Court€of€Special€Appeals€of€Maryland€pursuant€to€Code,€CourtsÐ æ6 ÐArticle,€ðð12-501,€or€(b)€except€in€Ô_ÔHarfordÔ_Ô€and€MontgomeryÐ ’â ÐCounties,€to€the€circuit€court€for€the€county€pursuant€to€Code,Ð >Ž ÐCourts€Article,€ðð12-502€òòand€Title€7,€Chapter€500€of€these€Rulesóó.€Ð ê: ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ l¼ ÐÌà  àThe€proposed€amendment€to€Rule€6„463€adds€a€reference€to€theÐ h ÐRules€in€new€Title€7,€Chapter€500.Ð î> ÐÌÌ€ÌÐ  F –! Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€6€„€SETTLEMENT€OF€DECEDENTSðð€ESTATESˆÐ \¬ ÐÌà@È È ìàCHAPTER€400€„€ADMINISTRATION€OF€ESTATESˆÐ X ÐÌÌà  àAMEND€Rule€6„464€to€delete€the€words€ð ðtranscript€costs€orððÐ Š Ú ÐÌfrom€subsection€(a)(3)€and€to€add€a€new€subsection€(a)(4),€asÐ 6 †  ÐÌfollows:Ð â 2  ÐÌÌRule€6-464.€€STRIKING€OF€NOTICE€OF€APPEAL€BY€ORPHANSðð€COURT€Ð d´  ÐÌÌÓÓ€€(a)€€GenerallyÐ æ6 Ðà  à€€On€motion€or€on€its€own€initiative,€the€orphans'€court€mayÐ ’â Ðstrike€a€notice€of€appeal€(1)€that€has€not€been€filed€within€theÐ >Ž Ðtime€prescribed€by€Rule€6-463,€(2)€if€the€Register€of€Wills€hasÐ ê: Ðprepared€the€record€pursuant€to€Code,€Courts€Article,€ðððð12-501Ð –æ Ðand€12-502€and€the€appellant€has€failed€to€pay€for€the€record,Ð B’ Ð(3)€if€the€appellant€has€failed€to€deposit€with€the€Register€ofÐ î> ÐWills€the€ò òtranscript€costs€oró ó€filing€fee€required€by€Code,Ð šê ÐEstates€and€Trusts€Article,€ðð2-206,€unless€the€fee€has€beenÐ F –! Ðwaived€by€an€order€of€court,€òò(4)€the€appeal€has€been€taken€to€theÐ ò!B# ÐCourt€of€Special€Appeals€and€the€appellant€has€failed€to€depositÐ ž#î% Ðwith€the€Register€of€Wills€the€transcript€costs,óó€or€ò ò(4)ó ó€òò(5)óó€if€byÐ J%š ' Ðreason€of€any€other€neglect€on€the€part€of€the€appellant€theÐ ö&F") Ðrecord€has€not€been€transmitted€to€the€court€to€which€the€appealÐ ¢(ò#+ Ðhas€been€taken€within€the€time€prescribed€in€Code,€CourtsÐ N*ž%- ÐArticle,€ðð12-502.€€€€Ð ú+J'/ Ѐ€(b)€€NoticeÐ ¦-ö(1 Ðà  à€€Before€the€orphans'€court€strikes€a€notice€of€appeal€onÐ ° Ðits€own€initiative,€the€Register€of€Wills€shall€serve€on€allÐ \¬ Ðinterested€persons€pursuant€to€Rule€6-125€a€notice€that€an€orderÐ X Ðstriking€the€notice€of€appeal€will€be€entered€unless€a€responseÐ ´  Ðis€filed€within€15€days€after€service€showing€good€cause€why€theÐ ` ° Ðnotice€of€appeal€should€not€be€stricken.€€Ð  \  ÐSource:€€This€Rule€is€new.Ð ¸  ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ :Š  ÐÌà  àRule€6„464€is€proposed€to€be€amended€to€reflect€that€aÐ æ6 Ðtranscript€is€not€a€required€part€of€the€record€in€a€òòde€novoóóÐ ¼  Ðappeal€taken€from€the€orphansðð€court€to€the€circuit€court,€but€itÐ ˜è Ðis€a€required€part€of€the€record€when€an€appeal€is€taken€from€theÐ n¾ Ðorphansðð€court€to€the€Court€of€Special€Appeals.Ð D” ÐÔ#† Xü¿XX Xü¿êö#ÔÌÐ  ð@ ÐÔ‡Xø=XX Xü¿Ôà@˜ ˜ ìàÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@èèìàTITLE€8€„€APPELLATE€REVIEW€IN€COURT€OF€APPEALS€ˆÐ D” ÐÌà@\ \ ìàAND€COURT€OF€SPECIAL€APPEALSˆÐ Ø( ÐÌà@TT ìàCHAPTER€200€„€OBTAINING€REVIEW€IN€COURT€OF€SPECIAL€APPEALSˆÐ l ¼ ÐÌÌà  àAMEND€Rule€8„204€to€add€the€language€ð ðor€delinquent€actsðð€toÐ Ê   ÐÌthe€cross€reference€after€section€(a),€to€change€the€word€ð ðtrialððÐ ^ ®  ÐÌto€the€words€ð ðcriminal€or€juvenileðð€in€subsection€(b)(1)(B),€toÐ òB  ÐÌadd€the€words€ð ðor€juvenileðð€in€the€Committee€note€afterÐ †Ö  ÐÌsubsection€(b)(1)(B),€and€to€add€children€and€liable€parents€toÐ j  ÐÌthe€list€of€persons€filing€responses€to€applications€for€leave€toÐ ®þ ÐÌappeal€in€subsection€(c)(4),€as€follows:Ð B’ ÐÌÌRule€8-204.€€APPLICATION€FOR€LEAVE€TO€APPEAL€TO€COURT€OF€SPECIALÐ  ð ÐÌAPPEALS€Ð 4„ ÐÌÌÓÓ€€(a)€€ScopeÐ ’â Ðà  àThis€Rule€applies€to€applications€for€leave€to€appeal€to€theÐ &v ÐCourt€of€Special€Appeals.€€Ð º ! ÐÓÓCross€reference:€€For€Code€provisions€governing€applications€forÐ N ž# Ðleave€to€appeal,€see€Courts€Article,€ðð3-707€concerning€bail;Ð !h$ ÐCourts€Article,€ðð12-302€(e)€concerning€guilty€plea€cases;€CourtsÐ â!2% ÐArticle,€ðð12-302€(g)€concerning€revocation€of€probation€cases;Ð ¬"ü& ÐCriminal€Procedure€Article,€ðð11-103€concerning€victims€of€violentÐ v#Æ' Ðcrimes€òòor€delinquent€actsóó;€Criminal€Procedure€Article,€ðð7-109Ð @$( Ðconcerning€post€conviction€cases;€Correctional€Services€Article,Ð  %Z ) Ððð10-206€et€seq.€concerning€inmate€grievances;€and€Health-GeneralÐ Ô%$!* ÐArticle,€ðððð12-117€(e)(2),€12-118€(d)(2),€and€12-120€(k)(2)Ð ž&î!+ Ðconcerning€continued€commitment,€conditional€release,€orÐ h'¸", Ðdischarge€of€an€individual€committed€as€not€criminallyÐ 2(‚#- Ðresponsible€by€reason€of€insanity€or€incompetent€to€stand€trial.€€Ð ü(L$. ÐÌÓÓ€€(b)€€ApplicationÐ *à%0 ÐÌ€€€.€.€.Ð ¸-)4 Ѐ€€€(2)€€Time€for€FilingÐ ° Ðà  à€(A)€€GenerallyÐ D” Ðà  à€€€€€€Except€as€otherwise€provided€in€subsection€(b)(2)(B)Ð Ø( Ðof€this€Rule,€the€application€shall€be€filed€within€30€days€afterÐ l ¼ Ðentry€of€the€judgment€or€order€from€which€the€appeal€is€sought.€€Ð  P Ðà  à€(B)€€Interlocutory€Appeal€by€VictimÐ ” ä  Ðà  à€€€€€€An€application€with€regard€to€an€interlocutory€appealÐ (x  Ðby€a€victim€pursuant€to€Code,€Criminal€Procedure€Article,€ðð11-103Ð ¼  Ðalleging€that€the€ò òtrialó ó€òòcriminal€or€juvenileóó€court€denied€orÐ P   Ðfailed€to€consider€a€victim's€right€may€be€filed€at€the€time€theÐ ä4 Ðvictim's€right€is€actually€being€denied€or€within€10€days€afterÐ xÈ Ðthe€request€is€made€on€behalf€of€the€victim,€whether€or€not€theÐ  \ Ðcourt€has€ruled€on€the€request.€€Ð  ð ÐÓÓCommittee€note:€€Code,€Courts€Article,€ðð11-103€(c)€provides€thatÐ 4„ Ðthe€filing€of€an€application€for€leave€to€appeal€by€a€victim€doesÐ þN Ðnot€stay€other€proceedings€in€a€criminal€òòor€juvenileóó€actionÐ È Ðunless€all€parties€in€the€action€consent€to€the€stay.€€Ð ’â ÐÌÓÓà  à€(C)€€BailÐ &v Ðà  à€€€€€€An€application€for€leave€to€appeal€with€regard€to€bailÐ º ! Ðpursuant€to€Code,€Courts€Article,€ðð3-707€shall€be€filed€withinÐ N ž# Ðten€days€after€entry€of€the€order€from€which€the€appeal€isÐ â!2% Ðsought.€€Ð v#Æ' Ѐ€€.€.€.Ð  %Z ) Ѐ€(c)€€Record€on€ApplicationÐ ž&î!+ Ѐ€€.€.€.Ð 2(‚#- Ѐ€€€(4)€€VictimsÐ Æ)%/ Ðà  à€€€€On€application€by€a€victim€for€leave€to€appeal€pursuantÐ Z+ª&1 Ðto€Code,€Criminal€Procedure€Article,€ðð11-103,€the€record€shallÐ î,>(3 Ðcontain€(A)€the€application;€(B)€any€response€to€the€applicationÐ ‚.Ò)5 Ðfiled€by€the€defendant,€òòa€child€or€liable€parent€under€Code,Ð ° ÐCriminal€Procedure€Article,€ðð11„601,óó€the€State's€Attorney,€or€theÐ D” ÐAttorney€General;€(C)€any€pleading€regarding€the€victim's€requestÐ Ø( Ðincluding,€if€applicable,€a€statement€that€the€court€has€failedÐ l ¼ Ðto€consider€a€right€of€the€victim;€and€(D),€if€applicable,€anyÐ  P Ðorder€or€decision€of€the€court.€€Ð ” ä  Ѐ€€.€.€.Ð (x  ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ †Ö  ÐÌà  àIn€òòLopez„Sanchez€v.€Stateóó,€388€Md.€214€(2005),€the€CourtÐ j  Ðheld€that€a€victim€of€a€delinquent€act€that€would€have€been€aÐ ä4 Ðð ðviolent€crimeðð€had€it€not€been€committed€by€a€juvenile€may€notÐ ®þ Ðfile€an€application€for€leave€to€appeal€to€the€Court€of€SpecialÐ xÈ ÐAppeals.€€Chapter€260,€Acts€of€2006€(SB€508)€amended€Code,Ð B’ ÐCriminal€Procedure€Article,€ðð11„103€by€extending€the€right€toÐ  \ Ðfile€an€application€for€leave€to€appeal€to€a€victim€of€aÐ Ö& Ðdelinquent€act€that€would€be€a€violent€crime€if€committed€by€anÐ  ð Ðadult.€€The€Rules€Committee€recommends€changing€Rules€1„326,€8„Ð jº Ð111,€and€8„204€to€conform€to€the€legislation.Ð 4„ ÐÔ#† Xü¿XXXø=¾b#ÔÌÐ  Ô$ ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@$ $ ìàTITLE€8€„€APPELLATE€REVIEW€IN€COURT€OF€APPEALSˆÐ \¬ ÐÌà@\ \ ìàAND€COURT€OF€SPECIAL€APPEALSˆÐ X ÐÌà@l l ìàCHAPTER€100€„€GENERAL€PROVISIONSˆÐ ´  ÐÌÌà  àAMEND€Rule€8„111€to€add€a€new€section€(c)€pertaining€toÐ 6 †  ÐÌvictims€and€victimsðð€representatives€and€to€add€a€new€crossÐ â 2  ÐÌreference€after€section€(c),€as€follows:Ð ŽÞ  ÐÌÌRule€8-111.€€DESIGNATION€OF€PARTIES;€REFERENCES€Ð `  ÐÌÓÓ€€€.€.€.Ð ¼  Ѐ€òò(c)€€Victims€and€Victimsðð€RepresentativesóóÐ h¸ Ðà  à€€òòAlthough€not€a€party€to€a€criminal€or€juvenile€proceeding,Ð d Ða€victim€of€a€crime€or€a€delinquent€act€or€a€victimððsÐ À Ðrepresentative€may:€(1)€file€an€application€for€leave€to€appealÐ l¼ Ðto€the€Court€of€Special€Appeals€from€an€interlocutory€or€a€finalÐ h Ðorder€under€Code,€Criminal€Procedure€Article,€ðð11„103€and€Rule€8„Ð Ä Ð204;€or€(2)€participate€in€the€same€manner€as€a€party€regardingÐ pÀ  Ðthe€rights€of€the€victim€or€victimððs€representative.óóÐ !l" ÐÓÓòòCross€reference:€€See€Rule€1„326€for€service€and€notice€toÐ È"$ Ðattorneys€for€victims€and€victimsðð€representatives€regarding€theÐ ž#î% Ðrights€of€victims€and€representatives.óóÐ t$Ä& ÐÌSource:€€This€Rule€is€derived€as€follows:€€Ð  &p!( Ѐ€Section€(a)€is€derived€in€part€from€former€Rule€827€and€in€partÐ ö&F") Ðnew.€€à ` àà ¸ àà  àà h àà À àà  àÐ Ì'#* Ѐ€Section€(b)€is€derived€from€ò òÔ_ÔFRAPÔ_Ôó ó€òòFed.€R.€App.€P.óó€28€(d).€€Ð ¢(ò#+ Ѐ€òòSection€(c)€is€new.óóÐ x)È$, ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ $+t&. ÐÌà  àSee€the€Reporterððs€note€to€the€proposed€amendments€to€RuleÐ Ð, (0 Ð8„204.Ô#† Xü¿XX Xü¿0z#ÔÐ ¦-ö(1 ÐÐ  |.Ì)2 ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@\ \ ìàTITLE€1€„€GENERAL€PROVISIONSˆÐ \¬ ÐÌà@l l ìàCHAPTER€300€„€GENERAL€PROVISIONSˆÐ X ÐÔ#† Xü¿XX Xü¿ ƒ#ÔÌÌà  àAMEND€Rule€1„326€to€add€a€reference€to€Title€8€in€sectionÐ Š Ú ÐÌ(a),€as€follows:Ð 6 †  ÐÌÌRule€1„326.€€PROCEEDINGS€REGARDING€VICTIMS€AND€VICTIMSððÐ ¸  ÐÌREPRESENTATIVESÐ d´  ÐÌÌÓÓ€€(a)€€Entry€of€AppearanceÐ æ6 Ðà  à€€An€attorney€may€enter€an€appearance€on€behalf€of€a€victimÐ ’â Ðor€a€victim's€representative€in€a€proceeding€under€Title€4òò,€TitleÐ >Ž Ð8,óó€or€Title€11€of€these€Rules€for€the€purpose€of€representing€theÐ ê: Ðrights€of€the€victim€or€victim's€representative.€€Ð –æ Ѐ€€.€.€.Ð B’ ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Ä ÐÌà  àSee€the€Reporterððs€note€to€the€proposed€amendments€to€RuleÐ pÀ  Ð8„204.Ð F –! ÐÌÐ  ò!B# Ðà@˜ ˜ ìàÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€10€„€GUARDIANS€AND€OTHER€FIDUCIARIESˆÐ \¬ ÐÌà@l l ìàCHAPTER€200€„€GUARDIAN€OF€PERSONˆÐ X ÐÌÌà  àAMEND€Rule€10„202€to€add€an€exception€to€subsection€(a)(1),Ð Š Ú ÐÌto€add€a€certain€category€of€health€care€professional€to€sectionsÐ 6 †  ÐÌ(a)€and€(c),€to€move€subsection€(a)(2)€to€section€(d),€to€rewordÐ â 2  ÐÌthe€contents€of€the€certificate€in€section€(b),€to€change€theÐ ŽÞ  ÐÌword€ð ðAdministratorðð€to€the€word€ð ðSecretaryðð€in€section€(d),€andÐ :Š  ÐÌto€make€stylistic€changes,€as€follows:Ð æ6 ÐÌÌRule€10-202.€€CERTIFICATESò ò€„€REQUIREMENT€AND€CONTENTó ó€Ð h¸ ÐÌÌÓÓ€€(a)€€ò òTo€be€Attached€to€Petitionó ó€òòGenerally€RequiredóóÐ ê: Ѐ€€€ò ò(1)€€Generallyó óÐ –æ Ѐ€€€€€€òòExcept€as€provided€in€section€(d),óó€ò òIfó ó€òòÔ_ÔifÔ_Ôóó€guardianship€ofÐ B’ Ðthe€person€of€a€disabled€person€is€sought,€the€petitioner€shallÐ î> Ðfile€with€the€petition€signed€and€verified€certificates€of€ò ò(A)ó óÐ šê Ðòò(1)óó€two€physicians€licensed€to€practice€medicine€in€the€UnitedÐ F –! ÐStates€who€have€examined€the€disabled€person,€or€ò ò(B)ó ó€òò(2)óó€oneÐ ò!B# Ðlicensed€physician€who€has€examined€the€disabled€person€and€oneÐ ž#î% Ðlicensed€psychologist€òòor€certified€clinical€social€workeróó€who€hasÐ J%š ' Ðseen€and€evaluated€the€disabled€person.€€An€examination€orÐ ö&F") Ðevaluation€by€at€least€one€of€the€health€care€professionals€underÐ ¢(ò#+ Ðthis€subsection€shall€occur€within€21€days€before€the€filing€of€ò òaó óÐ N*ž%- Ðòòtheóó€petition€ò òfor€guardianship€of€a€disabled€personó ó.Ð ú+J'/ Ѐ€òò(b)€€ContentsóóÐ ¦-ö(1 Ðà  à€€Each€certificate€shall€stateòò:€(1)óó€the€name,€address,€andÐ ° Ðqualifications€of€the€ò òphysician€or€psychologistó ó€òòperson€whoÐ \¬ Ðperformed€the€examination€or€evaluationóó,€òò(2)óó€a€brief€history€ofÐ X Ðthe€ò òphysician's€or€psychologist'só ó€òòpersonððsóó€involvement€with€theÐ ´  Ðdisabled€person,€òò(3)óó€the€date€of€the€ò òphysician'só ó€last€examinationÐ ` ° Ðò òof€the€disabled€person€or€the€psychologist's€lastó ó€òòoróó€evaluationÐ  \  Ðof€the€disabled€person,€and€òò(4)óó€the€ò òphysician's€or€psychologist'só óÐ ¸  Ðòòpersonððsóó€opinion€as€to:€ò ò(1)ó ó€òò(A)óó€the€cause,€nature,€extent,€andÐ d´  Ðprobable€duration€of€the€disability,€ò ò(2)ó ó€òò(B)óó€whether€ò òthe€personÐ `  Ðrequiresó ó€institutional€care€òòis€requiredóó,€and€ò ò(3)ó ó€òò(C)óó€whether€theÐ ¼  Ðòòdisabledóó€person€has€sufficient€mental€capacity€to€understand€theÐ h¸ Ðnature€of€and€consent€to€the€appointment€of€a€guardian.€€Ð d Ѐ€€€ò ò(2)€€Beneficiary€of€the€Department€of€Veterans€Affairsó óÐ À Ðà  à€€€€ò òIf€guardianship€of€the€person€of€a€disabled€person€whoÐ l¼ Ðis€a€beneficiary€of€the€United€States€Department€of€VeteransÐ h ÐAffairs€is€being€sought,€the€petitioner€shall€file€with€theÐ Ä Ðpetition,€in€lieu€of€the€two€certificates€required€by€subsectionÐ pÀ  Ð(1)€of€this€section,€a€certificate€of€the€Administrator€of€thatÐ !l" ÐDepartment€or€an€authorized€representative€of€the€AdministratorÐ È"$ Ðstating€€that€the€person€has€been€rated€as€disabled€by€theÐ t$Ä& ÐDepartment€in€accordance€with€the€laws€and€regulations€governingÐ  &p!( Ðthe€Department€of€Veterans€Affairs.€€The€certificate€shall€beÐ Ì'#* Ðprima€facie€evidence€of€the€necessity€for€the€appointment.ó ó€€Ð x)È$, Ðò òCross€reference:€€Code,€Estates€and€Trusts€Article,€ðð13-705.ó ó€€Ð $+t&. Ѐ€ò ò(b)ó ó€òò(c)óó€Delayed€Filing€of€CertificatesÐ Ð, (0 Ѐ€€€(1)€€After€Refusal€to€Permit€ExaminationÐ |.Ì)2 Ðà  à€€€€If€the€petition€is€not€accompanied€by€the€requiredÐ ° Ðcertificate€and€the€petition€alleges€that€the€disabled€person€isÐ \¬ Ðresiding€with€or€under€the€control€of€a€person€who€has€refused€toÐ X Ðpermit€examination€by€a€physician€or€evaluation€by€a€psychologistÐ ´  Ðòòor€certified€clinical€social€workeróó,€and€that€the€disabled€personÐ ` ° Ðmay€be€at€risk€unless€a€guardian€is€appointed,€the€court€shallÐ  \  Ðdefer€issuance€of€a€show€cause€order.€€The€court€shall€insteadÐ ¸  Ðissue€an€order€requiring€that€the€person€who€has€refused€toÐ d´  Ðpermit€the€disabled€person€to€be€examined€or€evaluated€appearÐ `  Ðpersonally€on€a€date€specified€in€the€order€and€show€cause€whyÐ ¼  Ðthe€disabled€person€should€not€be€examined€or€evaluated.€€TheÐ h¸ Ðorder€shall€be€personally€served€on€that€person€and€on€theÐ d Ðdisabled€person.€€Ð À Ѐ€€€(2)€€Appointment€of€Health€Care€Professionals€by€CourtÐ l¼ Ðà  à€€€€If€the€court€finds€after€a€hearing€that€examinations€areÐ h Ðnecessary,€it€shall€appoint€two€physicians€or€one€physician€andÐ Ä Ðone€psychologist€òòor€certified€clinical€social€workeróó€to€conductÐ pÀ  Ðthe€examinations€or€the€examination€and€evaluation€and€file€theirÐ !l" Ðreports€with€the€court.€€If€both€health€care€professionals€findÐ È"$ Ðthe€person€to€be€disabled,€the€court€shall€issue€a€show€causeÐ t$Ä& Ðorder€requiring€the€alleged€disabled€person€to€answer€theÐ  &p!( Ðpetition€for€guardianship€and€shall€require€the€petitioner€toÐ Ì'#* Ðgive€notice€pursuant€to€Rule€10-203.€€Otherwise,€the€petitionÐ x)È$, Ðshall€be€dismissed.Ð $+t&. Ðâ  òò(d)€€Beneficiary€of€the€Department€of€Veterans€AffairsóóÐ Ð, (0 Ðà  à€€òòIf€guardianship€of€the€person€of€a€disabled€person€who€isÐ ° Ðâ âa€beneficiary€of€the€United€States€Department€of€Veterans€AffairsÐ \¬ Ðis€being€sought,€the€petitioner€shall€file€with€the€petition,€inÐ X Ðlieu€of€the€two€certificates€required€by€section€(a)€of€thisÐ ´  ÐRule,€a€certificate€of€the€Secretary€of€that€Department€or€anÐ ` ° Ðauthorized€representative€of€the€Secretary€stating€that€theÐ  \  Ðperson€has€been€rated€as€disabled€by€the€Department€in€accordanceÐ ¸  Ðwith€the€laws€and€regulations€governing€the€Department€ofÐ d´  ÐVeterans€Affairs.€€The€certificate€shall€be€prima€facie€evidenceÐ `  Ðof€the€necessity€for€the€appointment.óó€€Ð ¼  ÐòòCross€reference:€€Code,€Estates€and€Trusts€Article,€ðð13-705.óóÐ h¸ ÐCross€reference:€€Rule€1-341.€€Ð d ÐÓÓSource:€€This€Rule€is€in€part€derived€from€former€Rule€R73€b€1Ð À Ðand€b€2€and€is€in€part€new.€€Ð –æ ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ h ÐÌà  àChapter€250,€Acts€of€2007€(HB€672)€added€a€licensedÐ Ä Ðcertified€clinical€social€worker€as€a€health€care€professionalÐ šê Ðwho€is€allowed€to€evaluate€the€competency€of€disabled€persons€forÐ pÀ  Ðwhom€a€guardianship€is€being€sought.€€The€Rules€CommitteeÐ F –! Ðrecommends€amending€Rules€10„202,€10„203,€10„205,€10„301,€10„302,Ð !l" Ðand€10„304€to€reflect€this€change.Ð ò!B# ÐÌà  àThe€Committee€also€recommends€moving€subsection€(a)(2)€toÐ ž#î% Ðthe€end€of€Rule€10„202€to€make€clear€that€the€certificates€issuedÐ t$Ä& Ðby€the€Secretary€of€Veterans€Affairs€are€not€the€sameÐ J%š ' Ðcertificates€to€which€section€(a)€refers.€€The€title€ofÐ  &p!( Ðð ðAdministrator€of€Veterans€Affairsðð€has€been€changed€toÐ ö&F") Ðð ðSecretary€of€Veterans€Affairs,ðð€so€Rules€10„202€and€10„301€mustÐ Ì'#* Ðbe€corrected€to€reflect€this€change.Ð ¢(ò#+ ÐÌÐ  N*ž%- Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€10€„€GUARDIANS€AND€OTHER€FIDUCIARIESˆÐ \¬ ÐÌà@l l ìàCHAPTER€200€„€GUARDIAN€OF€PERSONˆÐ X ÐÌÌà  àAMEND€Rule€10„203€(c)€by€deleting€the€reference€to€certainÐ Š Ú ÐÌhealth€care€professionals,€by€adding€a€reference€to€Rule€10„202,Ð 6 †  ÐÌby€adding€a€reference€to€ð ðhealth€care€professionals,ðð€and€byÐ â 2  ÐÌmaking€stylistic€changes,€as€follows:Ð ŽÞ  ÐÌÌRule€10-203.€€SERVICE;€NOTICE€Ð `  ÐÌÌÓÓ€€(a)€€Service€on€Minor€or€Alleged€Disabled€PersonÐ ’â Ðà  à€€The€petitioner€shall€serve€a€show€cause€order€issuedÐ >Ž Ðpursuant€to€Rule€10-104€on€the€minor€or€alleged€disabled€personÐ ê: Ðand€on€the€parent,€guardian,€or€other€person€having€care€orÐ –æ Ðcustody€of€the€minor€or€alleged€disabled€person.€Service€shall€beÐ B’ Ðin€accordance€with€Rule€2-121€(a).€€If€the€minor€or€allegedÐ î> Ðdisabled€person€resides€with€the€petitioner,€service€shall€beÐ šê Ðmade€upon€the€minor€or€disabled€person€and€on€such€other€personÐ F –! Ðas€the€court€may€direct.€€Service€upon€a€minor€under€the€age€ofÐ ò!B# Ðten€years€may€be€waived€provided€that€the€other€serviceÐ ž#î% Ðrequirements€of€this€section€are€met.€€The€show€cause€orderÐ J%š ' Ðserved€on€a€disabled€person€shall€be€accompanied€by€an€"Advice€ofÐ ö&F") ÐRights"€in€the€form€set€forth€in€Rule€10-204.€€Ð ¢(ò#+ Ѐ€(b)€€Notice€to€Other€PersonsÐ N*ž%- Ðâ  €€(1)€€To€AttorneyÐ ú+J'/ Ðà  à€€€€Unless€the€court€orders€otherwise,€the€petitioner€shallÐ ° Ðâ âmail€a€copy€of€the€petition€and€show€cause€order€by€ordinary€mailÐ \¬ Ðto€the€attorney€for€the€minor€or€alleged€disabled€person.€€Ð X Ѐ€€€(2)€€To€Interested€PersonsÐ ´  Ðà  à€€€€Unless€the€court€orders€otherwise,€the€petitioner€shallÐ ` ° Ðmail€by€ordinary€mail€and€by€certified€mail€to€all€otherÐ  \  Ðinterested€persons€a€copy€of€the€petition€and€show€cause€orderÐ ¸  Ðand€a€"Notice€to€Interested€Persons."€€Ð d´  Ѐ€(c)€€Notice€to€Interested€PersonsÐ `  Ðà  à€€The€Notice€to€Interested€Persons€shall€be€in€the€followingÐ ¼  Ðform:€Ð h¸ ÐÓÓÌIn€the€Matter€of€€€€€€€€€€€€€€€€€€In€the€Circuit€Court€for€Ð ê: ÐÌÌ_______________________________€€€_______________________________€Ð l¼ Ð(Name€of€minor€or€alleged€€€€€€€€€€€€€€€€€€€€(County)Ð B’ Ѐ€€€disabled€person)€€€€€€€€€€€€€€€€€€€€Ð h ÐÌ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€_______________________________Ð Ä Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(docket€reference)€Ð šê ÐÌ€€€€Ð F –! Ðà@ ìàNOTICE€TO€INTERESTED€PERSONS€ˆÐ !l" ÐÌ€€€€A€petition€has€been€filed€seeking€appointment€of€a€guardianÐ È"$ ÐÌof€the€person€of€________________________________,€who€is€allegedÐ t$Ä& ÐÌto€be€a€minor€or€disabled€person.€Ð  &p!( ÐÌ€€€€You€are€an€"interested€person,"€that€is,€someone€who€shouldÐ Ì'#* ÐÌreceive€notice€of€this€proceeding€because€you€are€related€to€orÐ x)È$, ÐÌotherwise€concerned€with€the€welfare€of€this€person.€Ð $+t&. ÐÌ€€€€If€the€court€appoints€a€guardian€for€the€person,€that€personÐ Ð, (0 ÐÌwill€lose€certain€valuable€rights€to€make€individual€decisions.€Ð |.Ì)2 Ї€€€€Please€examine€the€attached€papers€carefully.€€If€you€objectÐ ° ÐÌto€the€appointment€of€a€guardian,€please€file€a€response€inÐ \¬ ÐÌaccordance€with€the€attached€show€cause€order.€€(Be€sure€to€Ð X ÐÌinclude€the€case€number).€€If€you€wish€otherwise€to€participateÐ ´  ÐÌin€this€proceeding,€notify€the€court€and€be€prepared€to€attendÐ ` ° ÐÌany€hearing.€Ð  \  ÐÌ€€€€ò òA€physician's€or€psychologist'só ó€òòEachóó€certificate€òòfiledÐ ¸  ÐÌpursuant€to€Rule€10„202€that€isóó€attached€to€the€petition€will€beÐ d´  ÐÌadmissible€as€substantive€evidence€without€the€presence€orÐ `  ÐÌtestimony€of€the€ò òphysician€or€psychologistó ó€òòcertifying€health€careÐ ¼  ÐÌprofessionalóó€unless€you€file€a€request€that€the€ò òphysician€orÐ h¸ ÐÌpsychologistó ó€òòhealth€care€professionalóó€appear€òòto€testifyóó.€€TheÐ d ÐÌrequest€must€be€filed€at€least€10€days€before€the€trial€date,Ð À ÐÌò òexcept€that,€ifó ó€òòunlessóó€the€trial€date€is€less€than€10€days€fromÐ l¼ ÐÌthe€date€your€response€is€dueò ò,ó óòò.óó€€òòIf€the€trial€date€is€less€thanÐ h ÐÌ10€days€from€the€date€your€response€is€due,óó€the€request€may€beÐ Ä ÐÌfiled€at€any€time€before€trial.€Ð pÀ  ÐÌ€€€€If€you€believe€you€need€further€legal€advice€about€thisÐ !l" ÐÌmatter,€you€should€consult€your€attorney.€Ð È"$ ÐÌSource:€€This€Rule€is€in€part€derived€from€former€Rule€R74€andÐ t$Ä& ÐCode,€Estates€and€Trusts€Article,€ðð1-103€(b)€and€is€in€part€new.€€Ð J%š ' ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Ì'#* ÐÌà  àSee€the€Reporterððs€note€to€proposed€amendments€to€Rule€10„Ð x)È$, Ð202.Ð N*ž%- ÐÐ  $+t&. Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€10€„€GUARDIANS€AND€OTHER€FIDUCIARIESˆÐ \¬ ÐÌà@l l ìàCHAPTER€200€„€GUARDIAN€OF€PERSONˆÐ X ÐÌÌà  àAMEND€Rule€10„205€by€deleting€a€reference€to€certain€healthÐ Š Ú ÐÌcare€professionals,€by€adding€a€reference€to€Rule€10„202,€byÐ 6 †  ÐÌadding€references€to€ð ðhealth€care€professionals,ðð€and€by€makingÐ â 2  ÐÌstylistic€changes,€as€follows:Ð ŽÞ  ÐÌÌRule€10-205.€€HEARING€Ð `  ÐÌÌÓÓ€€(a)€€Guardianship€of€the€Person€of€a€MinorÐ ’â Ѐ€€€(1)€€No€Response€to€Show€Cause€OrderÐ >Ž Ðà  à€€€€If€no€response€to€the€show€cause€order€is€filed€and€theÐ ê: Ðcourt€is€satisfied€that€the€petitioner€has€complied€with€theÐ –æ Ðprovisions€of€Rule€10-203,€the€court€may€rule€on€the€petitionÐ B’ Ðsummarily.€€Ð î> Ѐ€€€(2)€€Response€to€Show€Cause€OrderÐ šê Ðà  à€€€€If€a€response€to€the€show€cause€order€objects€to€theÐ F –! Ðrelief€requested,€the€court€shall€set€the€matter€for€trial,€andÐ ò!B# Ðshall€give€notice€of€the€time€and€place€of€trial€to€all€personsÐ ž#î% Ðwho€have€responded.€€Ð J%š ' ÐCross€reference:€€Code,€Estates€and€Trusts€Article,€ðð13-702.€€Ð ö&F") Ѐ€(b)€€Guardianship€of€Alleged€Disabled€PersonÐ ¢(ò#+ Ѐ€€€(1)€€GenerallyÐ N*ž%- Ðà  à€€€€When€the€petition€is€for€guardianship€of€the€person€ofÐ ú+J'/ Ðan€alleged€disabled€person,€the€court€shall€set€the€matter€forÐ ¦-ö(1 Ðjury€trial.€€The€alleged€disabled€person€or€the€attorneyÐ ° Ðrepresenting€the€person€may€waive€a€jury€trial€at€any€time€beforeÐ \¬ Ðtrial.€If€a€jury€trial€is€held,€the€jury€shall€return€a€verdictÐ X Ðpursuant€to€Rule€2-522€(c)€as€to€any€alleged€disability.€€ò òAÐ ´  Ðphysician's€or€psychologist'só ó€òòEachóó€certificate€òòfiled€pursuant€toÐ ` ° ÐRule€10„202óó€is€admissible€as€substantive€evidence€without€theÐ  \  Ðpresence€or€testimony€of€the€ò òphysician€or€psychologistó ó€òòcertifyingÐ ¸  Ðhealth€care€professionalóó€unless,€not€later€than€10€days€beforeÐ d´  Ðtrial,€an€interested€person€who€is€not€an€individual€under€aÐ `  Ðdisability,€or€the€attorney€for€the€alleged€disabled€person,Ð ¼  Ðfiles€a€request€that€the€ò òphysician€or€psychologistó ó€òòhealth€careÐ h¸ Ðprofessionalóó€appear€òòto€testifyóó.€€If€the€trial€date€is€less€thanÐ d Ð10€days€from€the€date€the€response€is€due,€a€request€that€theÐ À Ðò òphysician€or€psychologistó ó€òòhealth€care€professionalóó€appear€may€beÐ l¼ Ðfiled€at€any€time€before€trial.€€If€the€alleged€disabled€personÐ h Ðasserts€that,€because€of€his€or€her€disability,€the€allegedÐ Ä Ðdisabled€person€cannot€attend€a€trial€at€the€courthouse,€theÐ pÀ  Ðcourt€may€hold€the€trial€at€a€place€to€which€the€alleged€disabledÐ !l" Ðperson€has€reasonable€access.€€Ð È"$ Ѐ€€€(2)€€Beneficiary€of€the€Department€of€Veterans€AffairsÐ t$Ä& Ðà  à€€€€If€guardianship€of€the€person€of€a€disabled€person€whoÐ  &p!( Ðis€a€beneficiary€of€the€United€States€Department€of€VeteransÐ Ì'#* ÐAffairs€is€being€sought€and€no€objection€to€the€guardianship€isÐ x)È$, Ðmade,€a€hearing€shall€not€be€held€unless€the€Court€finds€thatÐ $+t&. Ðâ âextraordinary€circumstances€require€a€hearing.€€Ð Ð, (0 ÐÓÓSource:€€This€Rule€is€in€part€derived€from€former€Rule€R77€and€isÐ ° Ðâ âin€part€new.Ð †Ö ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ 2‚ ÐÌà  àSee€the€Reporterððs€note€to€the€proposed€amendments€to€RuleÐ Þ. Ð10„202.Ð ´  ÐÌÐ  ` ° Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€10€„€GUARDIANS€AND€OTHER€FIDUCIARIESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€GUARDIAN€OF€PROPERTYˆÐ X ÐÌÌà  àAMEND€Rule€10„301€(d)€by€deleting€a€reference€to€certainÐ Š Ú ÐÌhealth€care€professionals,€by€changing€the€word€ð ðAdministratorððÐ 6 †  ÐÌto€the€word€ð ðSecretary,ðð€and€by€making€stylistic€changes,€asÐ â 2  ÐÌfollows:Ð ŽÞ  ÐÌÌRule€10-301.€€PETITION€FOR€APPOINTMENT€OF€A€GUARDIAN€OF€PROPERTY€Ð `  ÐÌÌ€€€.€.€.Ð ’â ÐÌÓÓ€€(d)€€Required€ExhibitsÐ >Ž Ðà  à€€The€petitioner€shall€attach€to€the€petition€as€exhibitsÐ ê: Ð(1)€a€copy€of€any€instrument€nominating€a€guardian;€(2)(A)€ò òanyÐ –æ Ðphysician's€or€psychologist'só ó€òòtheóó€certificates€required€by€RuleÐ B’ Ð10-202,€or€(B)€if€guardianship€of€the€property€of€a€disabledÐ î> Ðperson€who€is€a€beneficiary€of€the€United€States€Department€ofÐ šê ÐVeterans€Affairs€is€being€sought,€in€lieu€of€the€ò òcertificatesÐ F –! Ðrequired€byó ó€òòrequirements€ofóó€Rule€10-202,€a€certificate€of€theÐ ò!B# Ðò òAdministratoró ó€òòSecretaryóó€of€that€Department€or€an€authorizedÐ ž#î% Ðrepresentative€of€the€ò òAdministratoró ó€òòSecretaryóó€stating€that€theÐ J%š ' Ðperson€has€been€rated€as€disabled€by€the€Department€in€accordanceÐ ö&F") Ðwith€the€laws€and€regulations€governing€the€Department€ofÐ ¢(ò#+ ÐVeterans€Affairs;€and€(3)€if€the€petition€is€for€the€appointmentÐ N*ž%- Ðof€a€guardian€for€a€minor€who€is€a€beneficiary€of€the€DepartmentÐ ú+J'/ Ðof€Veterans€Affairs,€a€certificate€of€the€Secretary€of€thatÐ ¦-ö(1 ÐDepartment€or€any€authorized€representative€of€the€Secretary,€inÐ ° Ðaccordance€with€Code,€Estates€and€Trusts€Article,€ðð13-802.€€Ð \¬ Ѐ€€.€.€.Ð X ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Š Ú ÐÌà  àSee€the€Reporterððs€note€to€Rule€10„202.Ð 6 †  ÐÌÐ  â 2  Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€10€„€GUARDIANS€AND€OTHER€FIDUCIARIESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€GUARDIAN€OF€PROPERTYˆÐ X ÐÌÌà  àAMEND€Rule€10„302€by€deleting€a€reference€to€certain€healthÐ Š Ú ÐÌcare€professionals,€by€adding€a€reference€to€Rule€10„202,€byÐ 6 †  ÐÌadding€references€to€ð ðhealth€care€professionals,ðð€and€by€makingÐ â 2  ÐÌstylistic€changes,€as€follows:Ð ŽÞ  ÐÌÌRule€10-302.€€SERVICE;€NOTICE€Ð `  ÐÌÌÓÓ€€(a)€€Service€on€Minor€or€Alleged€Disabled€PersonÐ ’â Ðà  à€€The€petitioner€shall€serve€a€show€cause€order€issuedÐ >Ž Ðpursuant€to€Rule€10-104€on€the€minor€or€alleged€disabled€personÐ ê: Ðand€on€the€parent,€guardian,€or€other€person€having€care€orÐ –æ Ðcustody€of€the€minor€or€alleged€disabled€person€or€of€the€estateÐ B’ Ðbelonging€to€the€minor€or€alleged€disabled€person.€€Service€shallÐ î> Ðbe€in€accordance€with€Rule€2-121€(a).€€If€the€minor€or€allegedÐ šê Ðdisabled€person€resides€with€the€petitioner,€service€shall€beÐ F –! Ðmade€upon€the€minor€or€alleged€disabled€person€and€on€such€otherÐ ò!B# Ðperson€as€the€court€may€direct.€€Service€upon€a€minor€under€theÐ ž#î% Ðage€of€ten€years€may€be€waived€provided€that€the€other€serviceÐ J%š ' Ðrequirements€of€this€section€are€met.€€The€show€cause€orderÐ ö&F") Ðserved€on€an€alleged€disabled€person€shall€be€accompanied€by€anÐ ¢(ò#+ Ð"Advice€of€Rights"€in€the€form€set€forth€in€Rule€10-303.€€Ð N*ž%- Ѐ€(b)€€Notice€to€Other€PersonsÐ ú+J'/ Ѐ€€€(1)€€To€AttorneyÐ ¦-ö(1 Ðà  à€€€€Unless€the€court€orders€otherwise,€the€petitioner€shallÐ ° Ðmail€a€copy€of€the€petition€and€show€cause€order€by€ordinary€mailÐ \¬ Ðto€the€attorney€for€the€minor€or€alleged€disabled€person.€€Ð X Ѐ€€€(2)€€To€Interested€PersonsÐ ´  Ðà  à€€€€Unless€the€court€orders€otherwise,€the€petitioner€shallÐ ` ° Ðmail€by€ordinary€mail€and€by€certified€mail€to€all€otherÐ  \  Ðinterested€persons€a€copy€of€the€petition€and€show€cause€orderÐ ¸  Ðand€a€"Notice€to€Interested€Persons."€€Ð d´  Ѐ€(c)€€Notice€to€Interested€PersonsÐ `  Ðà  à€€The€Notice€to€Interested€Persons€shall€be€in€the€followingÐ ¼  Ðform:€Ð h¸ ÐÓÓÌIn€the€Matter€of€€€€€€€€€€€€€€€€€€In€the€Circuit€Court€for€Ð ê: ÐÌ________________________________€_______________________________Ð –æ Ð(Name€of€minor€or€alleged€€€€€€€€€€€€€€€€€€€(County)Ð l¼ Ѐ€€disabled€person)€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€Ð B’ Ѐ€€€€€_____________________________Ð h Ѐ€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€€(docket€reference)€Ð î> ÐÌ€€€€Ð šê Ðà@ä ä ìàNOTICE€TO€INTERESTED€PERSONS€€ˆÐ pÀ  ÐÌ€€€€A€petition€has€been€filed€seeking€appointment€of€a€guardianÐ !l" ÐÌof€the€property€of€______________________________,€who€is€allegedÐ È"$ ÐÌto€be€a€minor€or€alleged€disabled€person.€Ð t$Ä& ÐÌ€€€€You€are€an€"interested€person",€that€is,€someone€who€shouldÐ  &p!( ÐÌreceive€notice€of€this€proceeding€because€you€are€related€to€orÐ Ì'#* ÐÌotherwise€concerned€with€the€welfare€of€this€person.€Ð x)È$, ÐÌ€€€€If€the€court€appoints€a€guardian€of€the€property€for€Ð $+t&. ÐÌ________________________________,€that€person€will€lose€the€rightÐ Ð, (0 ÐÌto€manage€his€or€her€property.€Ð |.Ì)2 Ї€€€€Please€examine€the€attached€papers€carefully.€€If€you€objectÐ ° ÐÌto€the€appointment€of€a€guardian,€please€file€a€response€inÐ \¬ ÐÌaccordance€with€the€attached€show€cause€order.€€(Be€sure€toÐ X ÐÌinclude€the€case€number).€€If€you€wish€otherwise€to€participateÐ ´  ÐÌin€this€proceeding,€notify€the€court€and€be€prepared€to€attendÐ ` ° ÐÌany€hearing.€Ð  \  ÐÌ€€€€ò òA€physician's€or€psychologist'só ó€òòEachóó€certificate€òòfiledÐ ¸  ÐÌpursuant€to€Rule€10„202€that€isóó€attached€to€the€petition€will€beÐ d´  ÐÌadmissible€as€substantive€evidence€without€the€presence€orÐ `  ÐÌtestimony€of€the€ò òphysician€or€psychologistó ó€òòcertifying€health€careÐ ¼  ÐÌprofessionalóó€unless€you€file€a€request€that€the€ò òphysician€orÐ h¸ ÐÌpsychologistó ó€òòhealth€care€professionalóó€appear€òòto€testifyóó.€€TheÐ d ÐÌrequest€must€be€filed€at€least€10€days€before€the€trial€date,Ð À ÐÌò òexcept€that,€ifó ó€òòunlessóó€the€trial€date€is€less€than€10€days€fromÐ l¼ ÐÌthe€date€your€response€is€dueò ò,ó óòò.€€If€the€trial€date€is€less€thanÐ h ÐÌ10€days€from€the€date€your€response€is€due,óó€the€request€may€beÐ Ä ÐÌfiled€at€any€time€before€trial.€Ð pÀ  ÐÌ€€€€If€you€believe€you€need€further€legal€advice€about€thisÐ !l" ÐÌmatter,€you€should€consult€your€attorney.€Ð È"$ ÐÌSource:€€This€Rule€is€in€part€derived€from€former€Rule€R74€andÐ t$Ä& ÐCode,€Estates€and€Trusts€Article,€ðð1-103€(b)€and€is€in€part€new.€€Ð J%š ' ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ Ì'#* ÐÌà  àSee€the€Reporterððs€note€to€the€proposed€amendments€to€RuleÐ x)È$, Ð10„202.Ð N*ž%- ÐÌÐ  ú+J'/ Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@  ìàTITLE€10€„€GUARDIANS€AND€OTHER€FIDUCIARIESˆÐ \¬ ÐÌà@ô ô ìàCHAPTER€300€„€GUARDIAN€OF€PROPERTYˆÐ X ÐÌÌà  àAMEND€Rule€10„304€by€deleting€references€to€certain€healthÐ Š Ú ÐÌcare€professionals,€by€adding€references€to€ð ðhealth€careÐ 6 †  ÐÌprofessionals,ðð€and€by€making€stylistic€changes,€as€follows:Ð â 2  ÐÌÌRule€10-304.€€HEARING€Ð d´  ÐÌÌÓÓ€€(a)€€No€Response€to€Show€Cause€OrderÐ æ6 Ðà  à€€If€no€response€to€the€show€cause€order€is€filed€and€theÐ ’â Ðcourt€is€satisfied€that€the€petitioner€has€complied€with€theÐ >Ž Ðprovisions€of€Rule€10-302,€the€court€may€rule€on€the€petitionÐ ê: Ðsummarily.€€Ð –æ Ѐ€(b)€€Response€to€Show€Cause€Order;€Place€of€TrialÐ B’ Ðà  à€€If€a€response€to€the€show€cause€order€objects€to€theÐ î> Ðrelief€requested,€the€court€shall€set€the€matter€for€trial,€andÐ šê Ðshall€give€notice€of€the€time€and€place€of€trial€to€all€personsÐ F –! Ðwho€have€responded.€€Upon€motion€by€the€alleged€disabled€personÐ ò!B# Ðasserting€that,€because€of€his€or€her€disability,€the€allegedÐ ž#î% Ðdisabled€person€cannot€attend€a€trial€at€the€courthouse,€theÐ J%š ' Ðcourt€may€hold€the€trial€at€a€place€to€which€the€alleged€disabledÐ ö&F") Ðperson€has€reasonable€access.€€Ð ¢(ò#+ ÐCross€reference:€€Code,€Estates€and€Trusts€Article,€ðð13-211.€€Ð N*ž%- Ѐ€(c)€€Request€for€Attendance€of€ò òPhysician€or€Psychologistó ó€òòHealthÐ ú+J'/ ÐCare€ProfessionalóóÐ ¦-ö(1 Ðà  à€€When€the€petition€is€for€guardianship€of€the€property€of€aÐ ° Ðdisabled€person,€ò òa€physician's€or€psychologist'só ó€òòeachóó€certificateÐ \¬ Ðòòfiled€pursuant€toóó€ò òthat€complies€withó ó€Rule€10-202€is€admissible€asÐ X Ðsubstantive€evidence€without€the€presence€or€testimony€of€theÐ ´  Ðò òphysician€or€psychologistó ó€òòhealth€care€professionalóó€unless,€notÐ ` ° Ðlater€than€10€days€before€trial,€an€interested€person€who€is€notÐ  \  Ðan€individual€under€a€disability,€or€the€attorney€for€theÐ ¸  Ðdisabled€person,€files€a€request€that€the€ò òphysician€orÐ d´  Ðpsychologistó ó€òòhealth€care€professionalóó€appear€òòto€testifyóó.€€If€theÐ `  Ðtrial€date€is€less€than€10€days€from€the€date€the€response€isÐ ¼  Ðdue,€a€request€that€the€ò òphysician€or€psychologistó ó€òòhealth€careÐ h¸ Ðprofessionalóó€appear€may€be€filed€at€any€time€before€trial.€€Ð d ÐÓÓSource:€€This€Rule€is€in€part€derived€from€former€Rule€R77€and€isÐ À Ðin€part€new.€€Ð –æ ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ h ÐÌà  àSee€the€Reporterððs€note€to€the€proposed€amendments€to€RuleÐ Ä Ð10„202.Ð šê ÐÌÌÐ  !l" Ðà@˜ ˜ ìàÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@| | ìàTITLE€15€„€OTHER€SPECIAL€PROCEEDINGSˆÐ \¬ ÐÌà@ÄÄìàCHAPTER€200€„€CONTEMPTˆÐ X ÐÌÌà  àAMEND€Rule€15„207€by€adding€a€Committee€note€afterÐ Š Ú ÐÌsubsection€(e)(1),€as€follows:Ð 6 †  ÐÌÌRule€15-207.€€CONSTRUCTIVE€CONTEMPT;€FURTHER€PROCEEDINGS€Ð ¸  ÐÌÌÓÓ€€€.€.€.Ð :Š  Ѐ€(e)€€Constructive€Civil€Contempt€-€Support€Enforcement€Action€€Ð æ6 Ѐ€€€(1)€€ApplicabilityÐ ’â Ðà  à€€€€This€section€applies€to€proceedings€for€constructiveÐ >Ž Ðcivil€contempt€based€on€an€alleged€failure€to€pay€Ô_ÔspousalÔ_Ô€orÐ ê: Ðchild€support,€including€an€award€of€emergency€family€maintenanceÐ –æ Ðunder€Code,€Family€Law€Article,€Title€4,€Subtitle€5.€Ð B’ ÐÓÓòòCommittee€note:€€Sanctions€for€attorneys€found€to€be€in€contemptÐ î> Ðfor€failure€to€pay€child€support€may€include€referral€to€BarÐ Ä ÐCounsel€pursuant€to€Rule€16„731.€€See€Code,€Family€Law€Article,Ð šê Ððð10„119.3.óóÐ pÀ  Ѐ̀€€.€.€.Ð !l" ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ ž#î% ÐÌà  àChapter€256,€Acts€of€2007€(HB€792)€amended€Code,€Family€LawÐ J%š ' ÐArticle,€ðð10„119.3€to€include€the€Court€of€Appeals€as€one€of€theÐ  &p!( Ðlicensing€authorities€that€can€issue€a€sanction€against€someoneÐ ö&F") Ðwho€is€in€arrears€in€paying€child€support.€€The€statute€providesÐ Ì'#* Ðthat€if€the€person€in€arrears€is€an€attorney,€the€Child€SupportÐ ¢(ò#+ ÐEnforcement€Administration€may€refer€the€matter€to€the€AttorneyÐ x)È$, ÐGrievance€Commission€for€disciplinary€action.€€If€an€attorney€isÐ N*ž%- Ðfound€to€be€in€arrears€in€paying€child€support,€the€Court€ofÐ $+t&. ÐAppeals€may€suspend€his€or€her€license€or€take€any€actionÐ ú+J'/ Ðauthorized€by€the€Rules€in€Title€16.€€To€make€the€RulesÐ Ð, (0 Ðconsistent€with€the€statutory€change,€the€Rules€CommitteeÐ ¦-ö(1 Ðrecommends:€(1)€adding€a€Committee€note€after€subsection€(e)(1)Ð |.Ì)2 Ðof€Rule€15„207€to€indicate€that€sanctions€for€attorneys€found€toÐ ° Ðbe€in€contempt€for€failure€to€pay€child€support€may€include€aÐ †Ö Ðreferral€to€Bar€Counsel€for€possible€discipline,€(2)€amendingÐ \¬ ÐRule€16„701€by€adding€a€definition€of€ð ðconstructive€civilÐ 2‚ Ðcontemptðð€that€refers€to€a€finding€of€contempt€for€failure€to€payÐ X Ðchild€support€and€by€adding€references€to€ð ðconstructive€civilÐ Þ. Ðcontemptðð€to€the€definition€of€ð ðstatement€of€charges,ðð€(3)Ð ´  Ðamending€Rule€16„731€(a)€and€(c)€to€include€constructive€civilÐ Š Ú Ðcontempt€as€a€subject€of€a€complaint,€(4)€amending€Rule€16„751€byÐ ` ° Ðadding€a€reference€to€ð ðconstructive€civil€contemptðð€as€a€possibleÐ 6 †  Ðcharge€to€be€listed€in€the€form€of€the€petition,€and€(5)€makingÐ  \  Ðconforming€changes€to€Rules€16„771€and€8.1.Ð â 2  ÐÌÐ  ŽÞ  ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà  àà ` àà ¸ àà  àà h àà À à€€àHP P °àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@ìàCHAPTER€700€„€DISCIPLINE€AND€INACTIVE€STATUS€OF€ATTORNEYSˆÐ X ÐÌÌà  àAMEND€Rule€16„701€to€add€a€definition€of€constructive€civilÐ Š Ú ÐÌcontempt,€and€to€add€a€reference€to€ð ðconstructive€civil€contemptððÐ 6 †  ÐÌto€section€(n),€as€follows:Ð â 2  ÐÌÌRule€16„701.€€DEFINITIONSÐ d´  ÐÌÌà  àIn€this€Chapter,€the€following€definitions€apply€except€asÐ æ6 Ðexpressly€otherwise€provided€or€as€necessary€implicationÐ ¼  Ðrequires:€€Ð ’â Ѐ€(a)€€AttorneyÐ h¸ Ðà  à€€"Attorney"€means€a€person€admitted€by€the€Court€of€AppealsÐ >Ž Ðto€practice€law€in€this€State.€€For€purposes€of€discipline€orÐ d Ðinactive€status,€the€term€also€includes€a€person€not€admitted€byÐ ê: Ðthe€Court€of€Appeals€who€engages€in€the€practice€of€law€in€thisÐ À ÐState,€or€who€holds€himself€or€herself€out€as€practicing€law€inÐ –æ Ðthis€State,€or€who€has€the€obligation€of€supervision€or€controlÐ l¼ Ðover€another€lawyer€who€engages€in€the€practice€of€law€in€thisÐ B’ ÐState.€€Ð h ÐCross€reference:€€See€Rule€8.5€of€the€Maryland€Lawyers'€Rules€ofÐ î> ÐProfessional€Conduct.€Ð Ä ÐÌÓÓ€€(b)€€CircuitÐ pÀ  Ðà  à€€"Circuit"€means€Appellate€Judicial€Circuit.€€Ð !l" Ѐ€(c)€€CommissionÐ È"$ Ðà  à€€"Commission"€means€the€Attorney€Grievance€Commission€ofÐ t$Ä& ÐMaryland.€€Ð  &p!( Ѐ€(d)€€Conditional€Diversion€AgreementÐ Ì'#* Ðà  à€€"Conditional€diversion€agreement"€means€the€agreementÐ x)È$, Ðprovided€for€in€Rule€16-736.€Ð $+t&. Ðâ  òò(e)€€Constructive€Civil€ContemptóóÐ Ð, (0 Ðà  à€€òòð ðConstructive€civil€contemptðð€means€a€finding€of€contemptÐ ° Ðâ âfor€failure€to€pay€child€support€pursuant€to€Rule€15„207€(e).óóÐ \¬ Ѐ€ò ò(e)ó ó€òò(f)óó€DisbarmentÐ X Ðà  à€€"Disbarment"€means€the€unconditional€termination€of€anyÐ ´  Ðprivilege€to€practice€law€in€this€State€and,€when€applied€to€anÐ ` ° Ðattorney€not€admitted€by€the€Court€of€Appeals€to€practice€law,Ð  \  Ðmeans€the€unconditional€exclusion€from€the€admission€to€or€theÐ ¸  Ðexercise€of€any€privilege€to€practice€law€in€this€State.€€Ð d´  Ѐ€ò ò(f)ó ó€òò(g)óó€IncapacityÐ `  Ðà  à€€"Incapacity"€means€the€inability€to€render€adequate€legalÐ ¼  Ðservice€by€reason€of€mental€or€physical€illness€or€infirmity,€orÐ h¸ Ðaddiction€to€or€dependence€upon€an€intoxicant€or€drug.€€Ð d Ѐ€ò ò(g)ó ó€òò(h)óó€Office€for€the€Practice€of€LawÐ À Ðà  à€€"Office€for€the€practice€of€law"€means€an€office€in€whichÐ l¼ Ðan€attorney€usually€devotes€a€substantial€part€of€the€attorney'sÐ h Ðtime€to€the€practice€of€law€during€ordinary€business€hours€in€theÐ Ä Ðtraditional€work€week.€€Ð pÀ  Ѐ€ò ò(h)ó ó€òò(Ô_ÔiÔ_Ô)óó€Petition€for€Disciplinary€or€Remedial€ActionÐ !l" Ðà  à€€"Petition€for€disciplinary€or€remedial€action"€means€theÐ È"$ Ðinitial€pleading€filed€in€the€Court€of€Appeals€against€anÐ t$Ä& Ðattorney€alleging€that€the€attorney€has€engaged€in€professionalÐ  &p!( Ðmisconduct€or€is€incapacitated€or€both.€€Ð Ì'#* Ѐ€ò ò(Ô_ÔiÔ_Ô)ó ó€òò(j)óó€Professional€MisconductÐ x)È$, Ðà  à€€"Professional€misconduct"€or€"misconduct"€has€the€meaningÐ $+t&. Ðset€forth€in€Rule€8.4€of€the€Maryland€Lawyers'€Rules€ofÐ Ð, (0 ÐProfessional€Conduct,€as€adopted€by€Rule€16-812.€€The€termÐ |.Ì)2 Ðincludes€the€knowing€failure€to€respond€to€a€request€forÐ ° Ðinformation€authorized€by€this€Chapter€without€asserting,€inÐ \¬ Ðwriting,€a€privilege€or€other€basis€for€such€failure.€€Ð X Ѐ€ò ò(j)ó ó€òò(k)óó€ReinstatementÐ ´  Ðà  à€€"Reinstatement"€means€the€termination€of€disbarment,Ð ` ° Ðsuspension,€or€inactive€status€and€the€termination€of€anyÐ  \  Ðexclusion€to€practice€law€in€this€State.€€Ð ¸  Ѐ€ò ò(k)ó ó€òò(l)óó€Serious€CrimeÐ d´  Ðà  à€€"Serious€crime"€means€a€crime€that€is€in€at€least€one€ofÐ `  Ðthe€following€categories:€€(1)€a€felony€under€Maryland€law,€(2)€aÐ ¼  Ðcrime€in€another€state€or€under€federal€law€that€would€have€beenÐ h¸ Ða€felony€under€Maryland€law€had€the€crime€been€committed€inÐ d ÐMaryland,€and€(3)€a€crime€under€federal€law€or€the€law€of€anyÐ À Ðstate€that€is€punishable€by€imprisonment€for€three€years€or€more.€Ð l¼ Ѐ€ò ò(l)ó ó€òò(m)óó€StateÐ h Ðà  à€€"State"€means€(1)€a€state,€possession,€territory,€orÐ Ä Ðcommonwealth€of€the€United€States€or€(2)€the€District€ofÐ pÀ  ÐColumbia.€€Ð !l" Ѐ€ò ò(m)ó ó€òò(n)óó€Statement€of€ChargesÐ È"$ Ðà  à€€"Statement€of€charges"€means€the€document€that€allegesÐ t$Ä& Ðprofessional€misconductòò,€constructive€civil€contempt,óó€orÐ  &p!( Ðincapacity€and€initiates€disciplinary€or€remedial€proceedingsÐ Ì'#* Ðagainst€an€attorney€pursuant€to€Rule€16-741.€€Ð x)È$, Ѐ€ò ò(n)ó ó€òò(o)óó€SuspensionÐ $+t&. Ðà  à€€"Suspension"€means€the€temporary€or€indefinite€terminationÐ Ð, (0 Ðof€the€privilege€to€practice€law€and,€when€applied€to€an€attorneyÐ |.Ì)2 Ðnot€admitted€by€the€Court€of€Appeals€to€practice€law,€means€theÐ ° Ðtemporary€or€indefinite€exclusion€from€the€admission€to€or€theÐ \¬ Ðexercise€of€any€privilege€to€practice€law€in€this€State.€€Ð X Ѐ€ò ò(o)ó ó€òò(p)óó€WarningÐ ´  Ðà  à€€"Warning"€means€a€notice€that€warns€an€attorney€aboutÐ ` ° Ðfuture€misconduct.€€Ð  \  ÐÓÓSource:€€This€Rule€is€derived€in€part€from€former€Rule€16-701Ð ¸  Ð(BV1)€and€is€in€part€new.€€Ð ŽÞ  ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ `  ÐÌà  àSee€the€Reporterððs€note€to€Rule€15„207.Ð ¼  ÐÔ#† Xü¿XX Xü¿ #ÔÌÐ  h¸ ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà  àà ` àà ¸ àà  àà h àà À à€€àHP P °àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@ìàCHAPTER€700€„€DISCIPLINE€AND€INACTIVE€STATUS€OF€ATTORNEYSˆÐ X ÐÌÌà  àAMEND€Rule€16„731€by€adding€a€reference€to€ð ðconstructiveÐ Š Ú ÐÌcivil€contemptðð€to€sections€(a),€(b),€and€(c),€as€follows:Ð 6 †  ÐÌÌRule€16-731.€€COMPLAINT;€INVESTIGATION€BY€BAR€COUNSEL€Ð ¸  ÐÌÌÓÓ€€(a)€€ComplaintsÐ :Š  Ðà  à€€A€complaint€alleging€that€an€attorney€has€engaged€inÐ æ6 Ðprofessional€misconduct€òòor€constructive€civil€contemptóó€or€òòthatÐ ’â Ðthe€attorneyóó€is€incapacitated€shall€be€in€writing€and€sent€to€BarÐ >Ž ÐCounsel.€€Any€written€communication€that€includes€the€name€andÐ ê: Ðaddress€of€the€person€making€the€communication€and€states€factsÐ –æ Ðwhich,€if€true,€would€constitute€professional€misconduct€by€orÐ B’ Ðdemonstrate€incapacity€of€an€attorney€constitutes€a€complaint.€Ð î> ÐBar€Counsel€also€may€initiate€a€complaint€based€on€informationÐ šê Ðfrom€other€sources.€€Ð F –! Ѐ€(b)€€Review€of€ComplaintÐ ò!B# Ѐ€€€(1)€Bar€Counsel€shall€make€an€appropriate€investigation€ofÐ ž#î% Ðevery€complaint€that€is€not€facially€frivolous€or€unfounded.€€Ð J%š ' Ѐ€€€(2)€If€Bar€Counsel€concludes€that€the€complaint€is€eitherÐ ö&F") Ðfrivolous€or€unfounded€or€does€not€allege€facts€which,€if€true,Ð ¢(ò#+ Ðwould€demonstrate€either€professional€misconductòò,€constructiveÐ N*ž%- Ðcivil€contempt,óó€or€incapacity,€Bar€Counsel€shall€dismiss€theÐ ú+J'/ Ðcomplaint€and€notify€the€complainant€of€the€dismissal.€Ð ¦-ö(1 ÐOtherwise,€Bar€Counsel€shall€(A)€open€a€file€on€the€complaint,Ð ° Ð(B)€acknowledge€receipt€of€the€complaint€and€explain€in€writingÐ \¬ Ðto€the€complainant€the€procedures€for€investigating€andÐ X Ðprocessing€the€complaint,€(C)€comply€with€the€notice€requirementÐ ´  Ðof€section€(c)€of€this€Rule,€and€(D)€conduct€an€investigation€toÐ ` ° Ðdetermine€whether€reasonable€grounds€exist€to€believe€theÐ  \  Ðallegations€of€the€complaint.€€Ð ¸  ÐÓÓCommittee€note:€€Before€determining€whether€a€complaint€isÐ d´  Ðfrivolous€or€unfounded,€Bar€Counsel€may€contact€the€attorney€andÐ :Š  Ðobtain€an€informal€response€to€the€allegations.€€Ð `  ÐÌÓÓ€€(c)€€Notice€to€AttorneyÐ ¼  Ѐ€€€(1)€Except€as€otherwise€provided€in€this€section,€Bar€CounselÐ h¸ Ðshall€notify€the€attorney€who€is€the€subject€of€the€complaintÐ d Ðthat€Bar€Counsel€is€undertaking€an€investigation€to€determineÐ À Ðwhether€the€attorney€has€engaged€in€professional€misconduct€or€isÐ l¼ Ðincapacitated.€€The€notice€shall€be€given€before€the€conclusionÐ h Ðof€the€investigation€and€shall€include€the€name€and€address€ofÐ Ä Ðthe€complainant€and€the€general€nature€of€the€professionalÐ pÀ  Ðmisconductòò,€constructive€civil€contempt,óó€or€incapacity€underÐ !l" Ðinvestigation.€€As€part€of€the€notice,€Bar€Counsel€may€demandÐ È"$ Ðthat€the€attorney€provide€information€and€records€that€BarÐ t$Ä& ÐCounsel€deems€appropriate€and€relevant€to€the€investigation.€€TheÐ  &p!( Ðnotice€shall€state€the€time€within€which€the€attorney€shallÐ Ì'#* Ðprovide€the€information€and€any€other€information€that€theÐ x)È$, Ðattorney€may€wish€to€present.€€The€notice€shall€be€served€on€theÐ $+t&. Ðâ âattorney€in€accordance€with€Rule€16-724€(b).€€Ð Ð, (0 Ѐ€€€(2)€Bar€Counsel€need€not€give€notice€of€investigation€to€anÐ ° Ðâ âattorney€if,€with€the€approval€of€the€Commission,€Bar€CounselÐ \¬ Ðproceeds€under€Rule€16-771,€16-773,€or€16-774.€€Ð X ÐÓÓ€€€.€.€.Ð ´  ÐÌÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ 6 †  ÐÌà  àSee€the€Reporterððs€note€to€Rule€15„207.Ð â 2  ÐÌÌÌÔ#† Xü¿XX Xü¿€%#ÔÐ  :Š  ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà  àà ` àà ¸ àà  àà h àà À à€€àHP P °àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@ìàCHAPTER€700€„€DISCIPLINE€AND€INACTIVE€STATUS€OF€ATTORNEYSˆÐ X ÐÌÌÓÓà  àAMEND€Rule€16„751€to€add€language€to€section€(c)€referringÐ Š Ú Ðto€ð ðconstructive€civil€contempt,ðð€as€follows:Ð 6 †  ÐÓÓÌRule€16-751.€€PETITION€FOR€DISCIPLINARY€OR€REMEDIAL€ACTION€Ð ¸  ÐÌÌÓÓ€€€.€.€.Ð :Š  Ѐ€(c)€€Form€of€PetitionÐ æ6 Ðà  à€€The€petition€shall€be€sufficiently€clear€and€specific€toÐ ’â Ðinform€the€respondent€of€any€professional€misconduct€òòorÐ >Ž Ðconstructive€civil€contemptóó€charged€and€the€basis€of€anyÐ ê: Ðallegation€that€the€respondent€is€incapacitated€€and€should€beÐ –æ Ðplaced€on€inactive€status.€€Ð B’ ÐÓÓ€€€.€.€.Ð î> ÐÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ šê ÐÌà  àSee€the€Reporterððs€Note€to€Rule€15„207.Ô#† Xü¿XX Xü¿}7#ÔÐ F –! ÐÌÐ  ò!B# ÐÔ‡ Xü¿XX Xü¿Ôà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà  àà ` àà ¸ àà  àà h àà À à€€àHP P °àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@ìàCHAPTER€700€„€DISCIPLINE€AND€INACTIVE€STATUS€OF€ATTORNEYSˆÐ X ÐÌÌà  àAMENDÔ#† Xü¿XX Xü¿Æ<#Ô€Rule€16„771€to€conform€a€cross€reference€to€theÐ Š Ú ÐÌÔ_ÔreletteringÔ_Ô€of€Rule€16„701,€as€follows:Ð 6 †  ÐÌÌRule€16-771.€€DISCIPLINARY€OR€REMEDIAL€ACTION€UPON€CONVICTION€OFÐ ¸  ÐÌCRIME€Ð d´  ÐÌÌÓÓ€€(a)€€Duty€of€Attorney€ChargedÐ æ6 Ðà  à€€An€attorney€charged€with€a€serious€crime€in€this€State€orÐ ’â Ðany€other€jurisdiction€shall€promptly€inform€Bar€Counsel€inÐ >Ž Ðwriting€of€the€criminal€charge.€€Thereafter,€the€attorney€shallÐ ê: Ðpromptly€notify€Bar€Counsel€of€the€final€disposition€of€theÐ –æ Ðcharge€in€each€court€that€exercises€jurisdiction€over€the€charge.€Ð B’ ÐCross€reference:€€Rule€16-701€ò ò(k)ó ó€òò(l)óó.€Ð î> Ѐ€€.€.€.à ` àà ¸ àà  àÐ šê ÐÓÓÌà@hh#ìàòòREPORTERððS€NOTEóóˆÐ !l" ÐÌà  àSee€the€Reporterððs€note€to€Rule€15„207.Ð È"$ ÐÌÐ  t$Ä& Ðà@˜ ˜ ìàMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@P P ìàAPPENDIX:€THE€MARYLAND€LAWYERSðð€RULES€OF€ˆÐ \¬ ÐÌà@<< ìàPROFESSIONAL€CONDUCTˆÐ X ÐÌÌà  àAMEND€Rule€8.1€to€conform€an€internal€reference€to€theÐ Š Ú ÐÌÔ_ÔreletteringÔ_Ô€of€Rule€16„701,€as€follows:Ð 6 †  ÐÌÌRule€8.1.€€BAR€ADMISSION€AND€DISCIPLINARY€MATTERS€Ð ¸  ÐÌÌÓÓà  àAn€applicant€for€admission€or€reinstatement€to€the€bar,€or€aÐ :Š  Ðlawyer€in€connection€with€a€bar€admission€application€or€inÐ æ6 Ðconnection€with€a€disciplinary€matter,€shall€not:€€Ð ’â Ðà  à(a)€knowingly€make€a€false€statement€of€material€fact;€€or€€Ð >Ž Ðà  à(b)€fail€to€disclose€a€fact€necessary€to€correct€aÐ ê: Ðmisapprehension€known€by€the€person€to€have€arisen€in€the€matter,Ð –æ Ðor€knowingly€fail€to€respond€to€a€lawful€demand€for€informationÐ B’ Ðfrom€an€admissions€or€disciplinary€authority,€except€that€thisÐ î> ÐRule€does€not€require€disclosure€of€information€otherwiseÐ šê Ðprotected€by€Rule€1.6.€€Ð F –! ÐÓÓà@HH'ìàCOMMENTˆÐ ò!B# ÐÌ€€[1]€The€duty€imposed€by€this€Rule€extends€to€persons€seekingÐ ž#î% Ðadmission€or€reinstatement€to€the€bar€as€well€as€to€lawyers.€Ð t$Ä& ÐHence,€if€a€person€makes€a€material€false€statement€in€connectionÐ J%š ' Ðwith€an€application€for€admission€or€for€reinstatement,€it€may€beÐ  &p!( Ðthe€basis€for€subsequent€disciplinary€action€if€the€person€isÐ ö&F") Ðadmitted€or€reinstated,€and€in€any€event€may€be€relevant€in€aÐ Ì'#* Ðsubsequent€admission€application.€€The€duty€imposed€by€this€RuleÐ ¢(ò#+ Ðapplies€to€a€lawyer's€own€admission€or€discipline€as€well€as€thatÐ x)È$, Ðof€others.€€Thus,€it€is€a€separate€professional€offense€for€aÐ N*ž%- Ðlawyer€to€knowingly€make€a€misrepresentation€or€omission€inÐ $+t&. Ðconnection€with€a€disciplinary€investigation€of€the€lawyer's€ownÐ ú+J'/ Ðconduct.€€This€Rule€also€requires€affirmative€clarification€ofÐ Ð, (0 Ðany€misunderstanding€on€the€part€of€the€admissions€or€Ð  ¦-ö(1 Ðdisciplinary€authority€of€which€the€person€involved€becomesÐ ° Ðaware.€€Ð †Ö ÐÌ€€[2]€The€Court€of€Appeals€has€considered€this€Rule€applicableÐ 2‚ Ðwhen€information€is€sought€by€the€Attorney€Grievance€CommissionÐ X Ðfrom€any€lawyer€on€any€matter,€whether€or€not€the€lawyer€isÐ Þ. Ðpersonally€involved.€€See€òòAttorney€Grievance€Commission€v.Ð ´  ÐÔ_ÔOswinkleÔ_Ôóó,€364€Md.€182€(2001).€€Ð  à ÐÌ€€[3]€This€Rule€is€subject€to€the€provisions€of€the€FifthÐ B ’  ÐAmendment€of€the€United€States€Constitution€and€correspondingÐ  h  Ðprovisions€of€state€constitutions.€€A€person€relying€on€such€aÐ î >  Ðprovision€in€response€to€a€question,€however,€should€do€so€openlyÐ Ä  Ðand€not€use€the€right€of€Ô_ÔnondisclosureÔ_Ô€as€a€justification€forÐ šê  Ðfailure€to€comply€with€this€Rule.€€Ð pÀ  ÐÌ€€[4]€A€lawyer€representing€an€applicant€for€admission€to€theÐ l  Ðbar,€or€representing€a€lawyer€who€is€the€subject€of€aÐ òB Ðdisciplinary€inquiry€or€proceeding,€is€governed€by€the€rulesÐ È Ðapplicable€to€the€client-lawyer€relationship.€€Ð žî ÐÌÒX°ÒCross€reference:€€Md.€Rule€16-701€ò ò(j)ó ó€òò(k)óó€(defining€"Reinstatement").€€Ð Jš ÐÌÒeXÒÌà@#àòòREPORTERððS€NOTEóóˆÐ Ì ÐÌà  àSee€the€Reporterððs€note€to€Rule€15„207.Ð xÈ ÐÌÐ  $t Ðà@½ ½ àÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@± ± àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@e e àCHAPTER€600€„€ATTORNEY€TRUST€ACCOUNTSˆÐ X ÐÌÌà  àAMEND€Rule€16„610€by€adding€a€reference€to€the€MarylandÐ Š Ú ÐÌLegal€Services€Corporation€(Ô_ÔMLSCÔ_Ô)€in€section€a,€by€deletingÐ 6 †  ÐÌlanguage€from€and€adding€clarifying€language€to€section€a,€byÐ â 2  ÐÌadding€a€sentence€to€section€a€concerning€an€extension€ofÐ ŽÞ  ÐÌapproval€of€a€previously€approved€financial€institution,€byÐ :Š  ÐÌadding€the€words€ð ðname€and€address€of€theðð€to€subsection€b€1€CÐ æ6 ÐÌ(ii),€by€deleting€language€from€and€adding€language€to€subsectionÐ ’â ÐÌb€1€(D)€explaining€how€to€determine€the€rate€of€interest€on€Ô_ÔIOLTAÔ_ÔÐ >Ž ÐÌaccounts,€by€adding€language€to€section€c€referring€to€the€Ô_ÔMLSCÔ_ÔÐ ê: ÐÌand€requiring€notification€to€a€financial€institution€of€aÐ –æ ÐÌcertain€termination,€and€by€adding€a€section€d€referring€toÐ B’ ÐÌfiling€exceptions,€as€follows:Ð î> ÐÌÌRule€16-610.€€APPROVAL€OF€FINANCIAL€INSTITUTIONS€Ð pÀ  ÐÌÌÓÓ€€a.€€Written€Agreement€to€be€Filed€with€Commission.Ð ò!B# Ѐ€The€Commission€shall€approve€a€financial€institution€upon€theÐ ž#î% Ðfiling€with€the€Commission€of€a€written€agreement€òòwith€theÐ J%š ' ÐMaryland€Legal€Services€Corporation€(Ô_ÔMLSCÔ_Ô)óó,€complying€with€thisÐ ö&F") ÐRule€and€in€a€form€provided€by€the€Commission,€applicable€to€allÐ ¢(ò#+ Ðbranches€of€the€institution€ò òlocated€in€this€Stateó ó€òòthat€areÐ N*ž%- Ðsubject€to€this€Rule.€€The€Commission€may€extend€its€approval€ofÐ ú+J'/ Ða€previously€approved€financial€institution€for€a€reasonableÐ ¦-ö(1 Ðperiod€to€allow€the€financial€institution€and€the€Ô_ÔMLSCÔ_Ô€theÐ ° Ðopportunity€to€enter€into€a€revised€agreement€that€complies€withÐ \¬ Ðthis€Rule.óóÐ X Ѐ€b.€€Contents€of€Agreement.Ð ´  Ѐ€€€1.€Duties€to€be€Performed.Ð ` ° Ðà  à€€The€agreement€shall€provide€that€the€financialÐ  \  Ðinstitution,€as€a€condition€of€accepting€the€deposit€of€any€fundsÐ ¸  Ðinto€an€attorney€trust€account,€shall:€€Ð d´  Ѐ€€€€€(A)€Notify€the€attorney€or€law€firm€promptly€of€anyÐ `  Ðoverdraft€in€the€account€or€the€dishonor€for€insufficient€fundsÐ ¼  Ðof€any€instrument€drawn€on€the€account.€€Ð h¸ Ѐ€€€€€(B)€Report€the€overdraft€or€dishonor€to€Bar€Counsel€as€setÐ d Ðforth€in€subsection€b€1€(C)€of€this€Rule.€€Ð À Ѐ€€€€€(C)€Use€the€following€procedure€for€reports€to€Bar€CounselÐ l¼ Ðrequired€under€subsection€b€1€(B)€of€this€Rule:€€Ð h Ѐ€€€€€€€(Ô_ÔiÔ_Ô)€In€the€case€of€a€dishonored€instrument,€the€reportÐ Ä Ðshall€be€identical€to€the€overdraft€notice€customarily€forwardedÐ pÀ  Ðto€the€institution's€other€regular€account€holders.€€The€reportÐ !l" Ðshall€be€mailed€to€Bar€Counsel€within€the€time€provided€by€lawÐ È"$ Ðfor€notice€of€dishonor€to€the€depositor€and€simultaneously€withÐ t$Ä& Ðthe€sending€of€that€notice.€€Ð  &p!( Ѐ€€€€€€€(ii)€If€an€instrument€is€honored€but€at€the€time€ofÐ Ì'#* Ðpresentation€the€total€funds€in€the€account,€both€collected€andÐ x)È$, Ðuncollected,€do€not€equal€or€exceed€the€amount€of€the€instrument,Ð $+t&. Ðthe€report€shall€identify€the€financial€institution,€the€òòname€andÐ Ð, (0 Ðaddress€of€theóó€attorney€or€law€firm€maintaining€the€account,€theÐ |.Ì)2 ÐÔ_Ôaccount€name,€the€account€number,€the€date€of€presentation€forÐ ° Ðpayment,€and€the€payment€date€of€the€instrument,€as€well€as€theÐ \¬ Ðamount€of€the€overdraft€created.€The€report€shall€be€mailed€toÐ X ÐBar€Counsel€within€five€banking€days€after€the€date€ofÐ ´  Ðpresentation,€notwithstanding€any€overdraft€privileges€that€mayÐ ` ° Ðattach€to€the€account.€€Ð  \  Ѐ€€€€€(D)€ò òNot€deduct€from€interest€on€the€account€that€otherwiseÐ ¸  Ðwould€be€payable€to€the€Maryland€Legal€Services€Corporation€FundÐ d´  Ðany€fees€for€wire€transfers,€presentations€against€insufficientÐ `  Ðfunds,€certified€checks,€overdrafts,€deposits€of€dishonoredÐ ¼  Ðitems,€and€account€reconciliation€services.ó ó€€òòPay€interest€on€itsÐ h¸ ÐIOLTA€accounts€at€a€rate€no€less€than€the€highest€non„promotionalÐ d Ðinterest€rate€generally€available€from€the€institution€to€itsÐ À Ðnon„IOLTA€customers€at€the€same€branch€when€the€IOLTA€accountÐ l¼ Ðmeets€or€exceeds€the€same€minimum€balance€or€other€eligibilityÐ h Ðqualifications€for€its€non„IOLTA€accounts€at€that€branch.€€InÐ Ä Ðdetermining€the€highest€interest€rate€generally€available€fromÐ pÀ  Ðthe€institution€to€its€IOLTA€customers€at€a€particular€branch,€anÐ !l" Ðapproved€institution€may€consider,€in€addition€to€the€balance€inÐ È"$ Ðthe€IOLTA€account,€factors€customarily€considered€by€theÐ t$Ä& Ðinstitution€at€that€branch€when€setting€interest€rates€for€itsÐ  &p!( Ðnon„IOLTA€customers;€provided,€however,€that€these€factors€shallÐ Ì'#* Ðnot€discriminate€between€IOLTA€accounts€and€non„IOLTA€accounts,Ð x)È$, Ðnor€shall€the€factors€include€or€consider€the€fact€that€theÐ $+t&. Ðâ âaccount€is€an€IOLTA€account.óó€€Ð Ð, (0 ÐÒeÒ€€€€€€€€òò(i)€An€approved€institution€may€satisfy€the€requirementÐ ° Ðâ âdescribed€in€subsection€b€1€(D)€of€this€Rule€by€establishing€theÐ \¬ ÐIOLTA€account€in€an€account€paying€the€highest€rate€for€which€theÐ X ÐIOLTA€account€qualifies.€€The€approved€institution€may€deduct€fromÐ ´  Ðinterest€earned€on€the€IOLTA€account€Allowable€Reasonable€Fees€as€Ð ` ° Ðdefined€in€subsection€b€1€(d)(iii).€€This€account€may€be€any€oneÐ  \  Ðof€the€following€product€option€types,€assuming€the€particularÐ ¸  Ðfinancial€institution€offers€these€account€types€to€its€non„IOLTAÐ d´  Ðcustomers,€and€the€particular€IOLTA€account€qualifies€to€beÐ `  Ðestablished€as€this€type€of€account€at€the€particular€branch:óóÐ ¼  Ѐ€€€€€€€€€òò(a)€€a€business€checking€account€with€an€automatedÐ h¸ Ðinvestment€feature,€which€is€an€overnight€sweep€and€investment€inÐ d Ðrepurchase€agreements€fully€collateralized€by€U.S.€GovernmentÐ À Ðsecurities,€including€securities€of€government„sponsored€entities;óóÐ l¼ Ѐ€€€€€€€€€òò(b)€€checking€accounts€paying€interest€rates€in€excessÐ h Ðof€the€lowest„paying€interest„bearing€checking€account;óóÐ Ä Ѐ€€€€€€€€€òò(c)€€any€other€suitable€interest„bearing€checkingÐ pÀ  Ðaccount€offered€by€the€approved€institution€to€its€non„IOLTAÐ !l" Ðcustomers.óóÐ È"$ Ѐ€€€€€€€òò(ii)€€In€lieu€of€the€options€provided€in€subsection€b€1Ð t$Ä& Ð(D)(i),€an€approved€financial€institution€may:€(a)€retain€theÐ  &p!( Ðexisting€IOLTA€account€and€pay€the€equivalent€applicable€rate€thatÐ Ì'#* Ðwould€be€paid€at€that€branch€on€the€highest„yield€product€forÐ x)È$, Ðwhich€the€IOLTA€account€qualifies€and€deduct€from€interest€earnedÐ $+t&. Ðon€the€IOLTA€account€Allowable€Reasonable€Fees;€(b)€offer€a€ð ðsafeÐ Ð, (0 Ðharborðð€rate€that€is€equal€to€55%€of€the€Federal€Funds€Target€RateÐ |.Ì)2 Ðas€reported€in€the€Wall€Street€Journal€on€the€first€calendar€dayÐ ° Ðof€the€month€on€high„balance€IOLTA€accounts€to€satisfy€theÐ \¬ Ðrequirements€described€in€subsection€b€1€(D),€but€no€fees€may€beÐ X Ðdeducted€from€the€interest€on€a€ð ðsafe€harborðð€rate€account;€or€(c)Ð ´  Ðpay€a€rate€specified€by€the€MLSC,€if€it€chooses€to€specify€a€rate,Ð ` ° Ðwhich€is€agreed€to€by€the€financial€institution€and€would€be€inÐ  \  Ðeffect€for€and€remain€unchanged€during€a€period€of€twelve€monthsÐ ¸  Ðfrom€the€agreement€between€the€financial€institution€and€MLSC€toÐ d´  Ðpay€the€specified€rate.€€Allowable€Reasonable€Fees€may€be€deductedÐ `  Ðfrom€the€interest€on€this€ð ðspecified€rateðð€account€as€agreedÐ ¼  Ðbetween€MLSC€and€the€financial€institution.óóÐ h¸ Ѐ€€€€€€€òò(iii)€€ð ðAllowable€Reasonable€Feesðð€means€fees€and€serviceÐ d Ðcharges€in€amounts€customarily€charged€to€non„IOLTA€customers€withÐ À Ðthe€same€type€of€account€and€balance€at€the€same€branch,€includingÐ l¼ Ðper„check€charges,€per„deposit€charges,€a€fee€in€lieu€of€a€minimumÐ h Ðbalance,€federal€deposit€insurance€fees,€and€sweep€fees,€plus€aÐ Ä Ðreasonable€IOLTA€account€administrative€fee.€€Allowable€ReasonableÐ pÀ  ÐFees€may€be€deducted€from€interest€earned€on€an€IOLTA€account€onlyÐ !l" Ðin€amounts€and€in€accordance€with€the€customary€practices€of€theÐ È"$ Ðapproved€institution€for€non„IOLTA€customers€at€the€particularÐ t$Ä& Ðbranch.€€Fees€or€service€charges€are€not€Allowable€Reasonable€FeesÐ  &p!( Ðif€they€are€charged€for€the€convenience€of€or€arise€due€to€errorsÐ Ì'#* Ðor€omissions€by€the€attorney€or€law€firm€maintaining€the€IOLTAÐ x)È$, Ðaccount€or€that€attorneyððs€or€law€firmððs€clients,€including€feesÐ $+t&. Ðâ âfor€wire€transfers,€certified€checks,€account€reconciliationÐ Ð, (0 Ðservices,€presentations€against€insufficient€funds,€overdrafts,€orÐ ° Ðdeposits€of€dishonored€items.óóÐ \¬ Ðâ  €€€€€€òò(iv)€€Nothing€in€this€Rule€shall€preclude€an€approvedÐ X Ðinstitution€from€paying€a€higher€interest€rate€than€describedÐ ´  Ðherein€or€electing€to€waive€any€fees€and€service€charges€on€anÐ ` ° ÐIOLTA€account.óóÐ  \  Ѐ€€€€€€€òò(v)€Fees€that€are€not€Allowable€Reasonable€Fees€are€theÐ ¸  Ðresponsibility€of,€and€may€be€charged€to,€the€attorney€or€law€firmÐ d´  Ðmaintaining€the€IOLTA€account.óóÐ `  ÐCross€reference:€€Rule€16-607€b€1.€€Ð ¼  Ѐ€€€€€(E)€Allow€reasonable€access€to€all€records€of€an€attorneyÐ h¸ Ðtrust€account€if€an€audit€of€the€account€is€ordered€pursuant€toÐ d ÐRule€16-722€(Audit€of€Attorney€Accounts€and€Records).Ð À Ѐ€€€2.€Service€Charges€for€Performing€Duties€Under€Agreement.Ð l¼ Ðà  à€€Nothing€in€the€agreement€shall€preclude€an€approvedÐ h Ðfinancial€institution€from€charging€the€attorney€or€law€firmÐ Ä Ðmaintaining€an€attorney€trust€account€(1)€a€reasonable€fee€forÐ pÀ  Ðproviding€any€notice€or€record€pursuant€to€the€agreement€or€(2)Ð !l" Ðò òtheó ó€fees€òòand€service€charges€other€than€the€ð ðAllowable€ReasonableÐ È"$ ÐFeesððóó€listed€in€subsection€b€1€(D)òò(iii)óó€of€this€Rule.€€Ð t$Ä& Ѐ€c.€€Termination€of€Agreement.Ð  &p!( Ðà  à€The€agreement€shall€terminate€only€if:€€Ð Ì'#* Ѐ€€€1.€the€financial€institution€files€a€petition€under€anyÐ x)È$, Ðapplicable€insolvency€law€or€makes€an€assignment€for€the€benefitÐ $+t&. Ðâ âof€creditors;€or€€Ð Ð, (0 Ѐ€€€2.€the€financial€institution€gives€thirty€days'€notice€inÐ ° Ðâ âwriting€to€òòthe€MLSC€and€toóó€Bar€Counsel€that€the€institutionÐ \¬ Ðintends€to€terminate€the€agreement€òòand€its€status€as€an€approvedÐ X Ðfinancial€institutionóó€on€a€stated€date€and€that€copies€of€theÐ ´  Ðtermination€notice€have€been€mailed€to€all€attorneys€and€law€firmsÐ ` ° Ðthat€maintain€trust€accounts€with€any€branch€of€that€institution;Ð  \  Ðor€€Ð ¸  Ѐ€€€3.€òòafter€a€complaint€is€filed€by€the€MLSC€or€on€its€ownÐ d´  Ðinitiative,óó€ò òTheó ó€òòtheóó€Commission€finds,€after€prior€written€noticeÐ `  Ðto€the€institution€and€adequate€opportunity€to€be€heard,€that€theÐ ¼  Ðinstitution€has€failed€or€refused€without€justification€to€performÐ h¸ Ða€duty€required€by€the€agreement.€€òòThe€Commission€shall€notify€theÐ d Ðinstitution€that€the€agreement€and€the€Commissionððs€approval€ofÐ À Ðthe€institution€are€terminated.óóÐ l¼ Ѐ€òòd.€€Exceptionsóó€€Ð h Ѐ€òòWithin€15€days€after€service€of€the€notice€of€terminationÐ Ä Ðpursuant€to€subsection€c€3€of€this€Rule,€the€institution€may€fileÐ pÀ  Ðwith€the€Court€of€Appeals€exceptions€to€the€decision€of€theÐ !l" ÐCommission.€€The€institution€shall€file€eight€copies€of€theÐ È"$ Ðexceptions€which€shall€conform€to€the€requirements€of€Rule€8„112.Ð t$Ä& ÐThe€Court€shall€set€a€date€for€oral€argument,€unless€oral€argumentÐ  &p!( Ðis€waived€by€the€parties.€€Oral€argument€shall€be€conducted€inÐ Ì'#* Ðaccordance€with€Rule€8„522.€€The€decision€of€the€Court€of€AppealsÐ x)È$, Ðis€final€and€shall€be€evidenced€by€an€order€of€the€Court.óóÐ $+t&. ÐÓÓSource:€€This€Rule€is€òòderived€fromóó€former€Rule€BU10.€€Ð Ð, (0 ÐÌÐ |.Ì)2 Ðà@³³$7àòòREPORTERððS€NOTEóóˆÐ ° ÐÌà  àThe€Maryland€Legal€Services€Corporation€(ð ðMLSCðð)€has€beenÐ \¬ Ðconcerned€that€some€financial€institutions€in€Maryland€have€notÐ 2‚ Ðbeen€offering€on€IOLTA€accounts€a€rate€of€interest€that€isÐ X Ðcomparable€to€the€rate€offered€on€similar€non„IOLTA€accounts.€€Ð Þ. ÐÌà  àThe€Rules€Committee€heard€from€representatives€of€theÐ Š Ú ÐMaryland€Bankersðð€Association€and€the€MLSC,€and€reviewed€IOLTAÐ ` ° Ðinterest€ð ðcomparabilityðð€provisions€in€effect€in€other€States.€€Ð 6 †  ÐThe€Committee€recommends€amendments€to€Rule€16„610€a€and€b€1€(D)Ð  \  Ðto€require€a€financial€institution€that€wishes€to€be€an€ð ðapprovedÐ â 2  Ðfinancial€institution,ðð€as€defined€in€Rule€16„602€a,€to€enter€intoÐ ¸  Ðan€agreement€to€pay€interest€on€IOLTA€accounts€computed€inÐ ŽÞ  Ðaccordance€with€the€provisions€of€this€Rule.Ð d´  ÐÌà  àThe€Committee€also€recommends€the€addition€of€a€sentence€toÐ `  Ðsubsection€c€3,€providing€for€notification€to€a€financialÐ æ6 Ðinstitution€of€termination€of€approval€if€the€Attorney€GrievanceÐ ¼  ÐCommission€finds€that€the€institution€has€failed€or€refused€toÐ ’â Ðperform€a€duty€required€by€the€agreement.€€Ð h¸ ÐÌà  àAdditionally,€the€Committee€recommends€a€new€section€d,Ð d Ðproviding€a€mechanism€for€the€financial€institution€to€fileÐ ê: Ðexceptions€to€a€decision€by€the€Attorney€Grievance€Commission€toÐ À Ðterminate€its€approval€of€a€financial€institution.Ð –æ ÐÌÐ  B’ Ðà@ã ã 7àMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@× × 7àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@‹ ‹ 7àCHAPTER€600€„€ATTORNEY€TRUST€ACCOUNTSˆÐ X ÐÌÌà  àAMEND€Rule€16„602€to€add€a€definition€of€ð ðIOLTA,ðð€as€Ð Š Ú ÐÌfollows:Ð 6 †  ÐÌÌRule€16-602.€€DEFINITIONS€Ð ¸  ÐÌÌÓÓà  àIn€this€Chapter,€the€following€definitions€apply,€except€asÐ :Š  Ðexpressly€otherwise€provided€or€as€necessary€implication€requires:€Ð æ6 ÐÌ€€a.€€Approved€Financial€Institution.Ð >Ž Ðà  à€"Approved€financial€institution"€means€a€financialÐ ê: Ðinstitution€approved€by€the€Commission€in€accordance€with€theseÐ –æ ÐRules.€€Ð B’ Ѐ€b.€€Attorney.Ð î> Ðà  à€"Attorney"€means€any€person€admitted€by€the€Court€of€AppealsÐ šê Ðto€practice€law.€€Ð F –! Ѐ€c.€€Attorney€Trust€Account.Ð ò!B# Ðà  à€"Attorney€trust€account"€means€an€account,€including€anÐ ž#î% Ðescrow€account,€maintained€in€a€financial€institution€for€theÐ J%š ' Ðdeposit€of€funds€received€or€held€by€an€attorney€or€law€firm€onÐ ö&F") Ðbehalf€of€a€client€or€third€person.€€Ð ¢(ò#+ Ѐ€d.€€Bar€Counsel.Ð N*ž%- Ðà  à€"Bar€Counsel"€means€the€person€appointed€by€the€CommissionÐ ú+J'/ Ðas€the€principal€executive€officer€of€the€disciplinary€systemÐ ¦-ö(1 Ðaffecting€attorneys.€€All€duties€of€Bar€Counsel€prescribed€byÐ ° Ðthese€Rules€shall€be€subject€to€the€supervision€and€proceduralÐ \¬ Ðguidelines€of€the€Commission.€€Ð X Ѐ€e.€€Client.Ð ´  Ðà  à€"Client"€includes€any€individual,€firm,€or€entity€for€whichÐ ` ° Ðan€attorney€performs€any€legal€service,€including€acting€as€an€Ð  \  Ðescrow€agent€or€as€a€legal€representative€of€a€fiduciary.€€TheÐ ¸  Ðterm€does€not€include€a€public€or€private€entity€of€which€anÐ d´  Ðattorney€is€a€full-time€employee.€€Ð `  Ѐ€f.€€Commission.Ð ¼  Ðà  à€"Commission"€means€the€Attorney€Grievance€Commission€ofÐ h¸ ÐMaryland,€as€authorized€and€created€by€Rule€16-711€(AttorneyÐ d ÐGrievance€Commission).€€Ð À Ѐ€g.€€Financial€Institution.Ð l¼ Ðà  à€"Financial€institution"€means€a€bank,€trust€company,€savingsÐ h Ðbank,€or€savings€and€loan€association€authorized€by€law€to€doÐ Ä Ðbusiness€in€this€State,€in€the€District€of€Columbia,€or€in€a€stateÐ pÀ  Ðcontiguous€to€this€State,€the€accounts€of€which€are€insured€by€anÐ !l" Ðagency€or€instrumentality€of€the€United€States.Ð È"$ Ѐ€òòh.€€IOLTA.óóÐ t$Ä& Ðà  à€òòð ðIOLTAðð€(Interest€on€Lawyer€Trust€Accounts)€means€interestÐ  &p!( Ðon€attorney€trust€accounts€payable€to€the€Maryland€Legal€ServicesÐ Ì'#* ÐCorporation€Fund€under€Code,€Business€Occupations€and€ProfessionsÐ x)È$, ÐArticle,€ðð10„303.óóÐ $+t&. Ðâ  ò òh.ó ó€òòi.óó€€Law€Firm.Ð Ð, (0 Ðà  à€"Law€firm"€includes€a€partnership€of€attorneys,€aÐ ° Ðâ âprofessional€or€nonprofit€corporation€of€attorneys,€and€aÐ \¬ Ðcombination€thereof€engaged€in€the€practice€of€law.€€In€the€caseÐ X Ðof€a€law€firm€with€offices€in€this€State€and€in€otherÐ ´  Ðjurisdictions,€the€Rules€in€this€Chapter€apply€only€to€the€officesÐ ` ° Ðin€this€State.€€Ð  \  ÐSource:€€This€Rule€is€derived€from€former€Rule€BU2.€€Ð ¸  ÐÓÓÌà@³³$7àòòREPORTERððS€NOTEóóˆÐ :Š  ÐÌà  àThe€proposed€amendment€to€Rule€16„602€adds€a€definition€ofÐ æ6 Ðð ðIOLTA.ððÐ ¼  ÐÌÔ_ÔÐ  h¸ Ðà@ã ã 7àMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@× × 7àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@‹ ‹ 7àCHAPTER€600€„€ATTORNEY€TRUST€ACCOUNTSˆÐ X ÐÌÌà  àAMEND€Rule€16„608€to€delete€language€from€section€b,€asÐ Š Ú ÐÌfollows:Ð 6 †  ÐÌÌRule€16-608.€€INTEREST€ON€FUNDS€IN€ATTORNEY€TRUST€ACCOUNTS€Ð ¸  ÐÌÌÓÓ€€a.€€Generally.Ð :Š  Ðà  à€Any€interest€paid€on€funds€deposited€in€an€attorney€trustÐ æ6 Ðaccount,€after€deducting€service€charges€and€fees€of€the€financialÐ ’â Ðinstitution,€shall€be€credited€and€belong€to€the€client€or€thirdÐ >Ž Ðperson€whose€funds€are€on€deposit€during€the€period€the€interestÐ ê: Ðis€earned,€except€to€the€extent€that€interest€is€paid€to€theÐ –æ ÐMaryland€Legal€Services€Corporation€Fund€as€authorized€by€law.€Ð B’ ÐThe€attorney€or€law€firm€shall€have€no€right€or€claim€to€theÐ î> Ðinterest.€€Ð šê ÐÓÓCross€reference:€€See€Rule€16-610€b€1€(D)€providing€that€certainÐ F –! Ðfees€may€not€be€deducted€from€interest€that€otherwise€would€beÐ !l" Ðpayable€to€the€Maryland€Legal€Services€Corporation€Fund.€€Ð ò!B# ÐÓÓ€€b.€€Duty€to€Report€Ô_ÔIOLTAÔ_Ô€Participation.Ð È"$ Ðà  à€Each€attorney€admitted€to€practice€in€Maryland€shall€reportÐ t$Ä& Ðannually€information€concerning€all€Ô_ÔIOLTAÔ_Ô€ò ò(Interest€on€LawyerÐ  &p!( ÐTrust€Accounts)ó ó€accounts,€including€name,€address,€location,€andÐ Ì'#* Ðaccount€number,€on€a€form€approved€by€the€Court€of€Appeals€andÐ x)È$, Ðmailed€and€returned€annually€as€directed€by€the€Court€of€Appeals.Ð $+t&. ÐÓÓÌCross€reference:€€See€Code,€Business€Occupations€and€ProfessionsÐ ¦-ö(1 ÐArticle,€ðð10-303.€€Ð |.Ì)2 ЇSource:€€Section€a€of€this€Rule€is€former€Rule€BU8.€€Section€b€isÐ ° Ðnew.€€Ð †Ö ÐÌÌà@³³$7àòòREPORTERððS€NOTEóóˆÐ X ÐÌà  àThe€proposed€amendment€to€Rule€16„608€deletes€from€section€bÐ ´  Ðlanguage€that€is€unnecessary€in€light€of€the€proposed€addition€ofÐ Š Ú Ða€definition€of€ð ðÔ_ÔIOLTAÔ_Ôðð€to€Rule€16„602.Ð ` ° ÐÐ  6 †  Ðà@ã ã 7àÔ% € ÔMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@× × 7àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@ÛÛ7àCHAPTER€700€„€DISCIPLINE€AND€INACTIVE€STATUS€OF€ATTORNEYSˆÐ X ÐÌÌà  àAMEND€Rule€16„743€to€require€a€Peer€Review€Panel€to€transmitÐ Š Ú ÐÌto€the€Commission€a€recommended€disposition€that€has€been€agreedÐ 6 †  ÐÌupon€by€Bar€Counsel€and€the€attorney,€to€require€the€Panel€toÐ â 2  ÐÌafford€the€parties€an€opportunity€to€enter€into€a€ConditionalÐ ŽÞ  ÐÌDiversion€Agreement€under€certain€circumstances,€to€clarifyÐ :Š  ÐÌprovisions€concerning€a€recommended€disposition€absent€agreementÐ æ6 ÐÌof€Bar€Counsel€and€the€attorney,€and€to€make€stylistic€changes,Ð ’â ÐÌas€follows:Ð >Ž ÐÌÌRule€16-743.€€PEER€REVIEW€PROCESS€Ð À ÐÌÌÓÓ€€(a)€€Purpose€of€Peer€Review€ProcessÐ B’ Ðà  à€€The€purpose€of€the€peer€review€process€is€for€the€PeerÐ î> ÐReview€Panel€to€consider€the€Statement€of€Charges€and€all€relevantÐ šê Ðinformation€offered€by€Bar€Counsel€and€the€attorney€concerning€itÐ F –! Ðand€to€determine€(1)€whether€the€Statement€of€Charges€has€aÐ ò!B# Ðsubstantial€basis€and€there€is€reason€to€believe€that€the€attorneyÐ ž#î% Ðhas€committed€professional€misconduct€or€is€incapacitated,€and,Ð J%š ' Ðò ò(2)ó ó€if€so,€òò(2)óó€whether€a€Petition€for€Disciplinary€or€RemedialÐ ö&F") ÐAction€should€be€filed€or€some€other€disposition€is€appropriate.€Ð ¢(ò#+ ÐThe€peer€review€process€is€not€intended€to€be€an€adversarial€oneÐ N*ž%- Ðâ âand€it€is€not€the€function€of€Peer€Review€Panels€to€holdÐ ú+J'/ Ðevidentiary€hearings,€adjudicate€facts,€or€write€full€opinions€orÐ ° Ðreports.€€Ð \¬ Ðâ âÓÓCommittee€note:€€If€a€Peer€Review€Panel€concludes€that€theÐ X Ðcomplaint€has€a€substantial€basis€indicating€the€need€for€someÐ Þ. Ðremedy,€some€behavioral€or€operational€changes€on€the€part€of€theÐ ´  Ðlawyer,€or€some€discipline€short€of€suspension€or€disbarment,€partÐ Š Ú Ðof€the€peer€review€process€can€be€an€attempt€through€bothÐ ` ° Ðevaluative€and€facilitative€dialogue,€(A)€to€effectuate€directlyÐ 6 †  Ðor€suggest€a€mechanism€for€effecting€an€amicable€resolution€of€theÐ  \  Ðexisting€dispute€between€the€lawyer€and€the€complainant,€and€(B)Ð â 2  Ðto€encourage€the€lawyer€to€recognize€any€deficiencies€on€his€orÐ ¸  Ðher€part€that€led€to€the€problem€and€take€appropriate€remedialÐ ŽÞ  Ðsteps€to€address€those€deficiencies.€€The€goal,€in€this€setting,Ð d´  Ðis€not€to€punish€or€stigmatize€the€lawyer€or€to€create€a€fear€thatÐ :Š  Ðany€admission€of€deficiency€will€result€in€substantial€harm,€butÐ `  Ðrather€to€create€an€ambience€for€a€constructive€solution.€€TheÐ æ6 Ðobjective€views€of€two€fellow€lawyers€and€a€lay€person,€expressedÐ ¼  Ðin€the€form€of€advice€and€opinion€rather€than€in€the€form€ofÐ ’â Ðadjudication,€may€assist€the€lawyer€(and€the€complainant)€toÐ h¸ Ðretreat€from€confrontational€positions€and€look€at€the€problemÐ >Ž Ðmore€realistically.€€Ð d ÐÌÓÓ€€(b)€€Scheduling€of€Meeting;€Notice€to€AttorneyÐ À Ѐ€€€(1)€The€Chair€of€the€Peer€Review€Committee,€after€consultationÐ l¼ Ðwith€the€members€of€the€Peer€Review€Panel,€Bar€Counsel,€and€theÐ h Ðattorney,€shall€schedule€a€meeting€of€the€Panel.Ð Ä Ѐ€€€(2)€If,€without€substantial€justification,€the€attorney€doesÐ pÀ  Ðnot€agree€to€schedule€a€meeting€within€the€time€provided€inÐ !l" Ðsubsection€(b)(5)€of€this€Rule,€the€Chair€may€recommend€to€theÐ È"$ ÐCommission€that€the€peer€review€process€be€terminated.€€If€theÐ t$Ä& ÐCommission€terminates€the€peer€review€process€pursuant€to€thisÐ  &p!( Ðsubsection,€the€Commission€may€take€any€action€that€could€beÐ Ì'#* Ðrecommended€by€the€Peer€Review€Panel€under€section€(e)€of€thisÐ x)È$, Ðâ âRule.Ð $+t&. ÐÔ_ÔÔ_ÔÔ_ÔÔ_Ô€€€€(3)€The€Chair€shall€notify€Bar€Counsel,€the€attorney,€and€eachÐ ° Ðcomplainant€of€the€time,€place,€and€purpose€of€the€meeting€andÐ \¬ Ðinvite€their€attendance.€€Ð X Ðâ  €€(4)€The€notice€to€the€attorney€shall€inform€the€attorney€ofÐ ´  Ðthe€attorney's€right€to€respond€in€writing€to€the€Statement€ofÐ ` ° ÐCharges€by€filing€a€written€response€with€the€Commission€andÐ  \  Ðsending€a€copy€of€it€to€Bar€Counsel€and€each€member€of€the€PeerÐ ¸  ÐReview€Panel€at€least€ten€days€before€the€scheduled€meeting.€€Ð d´  Ѐ€€€(5)€Unless€the€time€is€extended€by€the€Commission,€the€meetingÐ `  Ðshall€occur€within€60€days€after€appointment€of€the€Panel.€€Ð ¼  Ѐ€(c)€€MeetingÐ h¸ Ѐ€€€(1)€The€Peer€Review€Panel€shall€conduct€the€meeting€in€anÐ d Ðinformal€manner.€It€shall€allow€Bar€Counsel,€the€attorney,€andÐ À Ðeach€complainant€to€explain€their€positions€and€offer€suchÐ l¼ Ðsupporting€information€as€the€Panel€finds€relevant.€€Upon€requestÐ h Ðof€Bar€Counsel€or€the€attorney,€the€Panel€may,€but€need€not,€hearÐ Ä Ðfrom€any€other€person.€€The€Panel€is€not€bound€by€any€rules€ofÐ pÀ  Ðevidence,€but€shall€respect€lawful€privileges.€€The€Panel€mayÐ !l" Ðexclude€a€complainant€after€listening€to€the€complainant'sÐ È"$ Ðstatement€and,€as€a€Ô_ÔmediativeÔ_Ô€technique,€may€consult€separatelyÐ t$Ä& Ðwith€Bar€Counsel€or€the€attorney.€€The€Panel€may€meet€in€privateÐ  &p!( Ðto€deliberate.€€Ð Ì'#* Ѐ€€€(2)€If€the€Panel€determines€that€the€Statement€of€Charges€hasÐ x)È$, Ða€substantial€basis€and€that€there€is€reason€to€believe€that€theÐ $+t&. Ðattorney€has€committed€professional€misconduct€or€isÐ Ð, (0 Ðincapacitated,€the€Panel€may€(A)€conclude€the€meeting€and€make€anÐ |.Ì)2 Ðappropriate€recommendation€to€the€Commission€or€(B)€inform€theÐ ° Ðparties€of€its€determination€and€allow€the€attorney€an€opportunityÐ \¬ Ðto€consider€a€reprimand€or€a€Conditional€Diversion€Agreement.€€Ð X Ѐ€€€(3)€The€Panel€may€schedule€one€or€more€further€meetings,€but,Ð ´  Ðunless€the€time€is€extended€by€the€Commission,€it€shall€make€aÐ ` ° Ðrecommendation€to€the€Commission€within€90€days€after€appointmentÐ  \  Ðof€the€Panel.€€If€a€recommendation€is€not€made€within€that€time€orÐ ¸  Ðany€extension€granted€by€the€Commission,€the€peer€review€processÐ d´  Ðshall€be€terminated€and€the€Commission€may€take€any€action€thatÐ `  Ðcould€be€recommended€by€the€Peer€Review€Panel€under€section€(e)€ofÐ ¼  Ðthis€Rule.€€Ð h¸ Ѐ€(d)€€Ex€parte€CommunicationsÐ d Ðà  à€€Except€for€administrative€communications€with€the€Chair€ofÐ À Ðthe€Peer€Review€Committee€and€as€allowed€under€subsection€(c)(1)Ð l¼ Ðas€part€of€the€peer€review€meeting€process,€no€member€of€the€PanelÐ h Ðshall€participate€in€an€ex€parte€communication€concerning€theÐ Ä Ðsubstance€of€the€Statement€of€Charges€with€Bar€Counsel,€theÐ pÀ  Ðattorney,€the€complainant,€or€any€other€person.€€Ð !l" Ѐ€(e)€€Recommendation€òòof€Peer€Review€PanelóóÐ È"$ Ѐ€€€òò(1)€€Agreed€Upon€Recommendationóó€Ð t$Ä& Ðà  à€€€€òòIf€Bar€Counsel€and€the€attorney€agree€upon€a€recommendedÐ  &p!( Ðdisposition,€the€Peer€Review€Panel€shall€transmit€thatÐ Ì'#* Ðrecommendation€to€the€Commission.€€If€a€Peer€Review€PanelÐ x)È$, Ðdetermines€that€the€attorney€committed€professional€misconduct,€orÐ $+t&. Ðis€incapacitated,€and€that€the€parties€should€enter€into€aÐ Ð, (0 ÐConditional€Diversion€Agreement,€the€Panel€shall€orally€advise€theÐ |.Ì)2 Ðparties€of€that€determination€and€afford€them€an€opportunity€toÐ ° Ðenter€into€a€Conditional€Diversion€Agreement€in€accordance€withÐ \¬ ÐRule€16„736.€€If€agreement€is€reached,€the€Conditional€DiversionÐ X ÐAgreement€shall€be€the€Panelððs€recommended€disposition.óóÐ ´  Ѐ€€€òò(2)€€If€No€AgreementóóÐ ` ° Ðà  à€€€€ò òThe€Peer€Review€Panel€may€recommend€to€the€CommissionÐ  \  Ðthat€a€Petition€for€Disciplinary€or€Remedial€Action€be€filed€orÐ ¸  Ðmake€any€recommendation€to€the€Commission€that€Bar€Counsel€mayÐ d´  Ðmake€under€Rule€16-734€(a),€(b),€or€(c).€€The€Paneló ó€€òòIf€there€isÐ `  Ðno€agreed„upon€recommendation€under€subsection€(e)(1)€of€thisÐ ¼  ÐRule,€the€Panel€shall€transmit€to€the€Commission€an€independentÐ h¸ Ðrecommendation,€not€subject€to€the€approval€of€Bar€Counsel,€andóóÐ d Ðshall€accompany€its€recommendation€with€a€brief€explanatoryÐ À Ðstatement.€€òòThe€Panelððs€recommendation€shall€be€one€of€theÐ l¼ Ðfollowing:óóÐ h Ѐ€€€€€òò(A)€the€filing€of€a€Petition€for€Disciplinary€or€RemedialÐ Ä ÐAction;óóÐ pÀ  Ѐ€€€€€òò(B)€a€reprimand€in€accordance€with€Rule€16„737;óóÐ !l" Ðà  à€òò(C)€dismissal€of€the€complaint€or€termination€of€theÐ È"$ Ðproceeding€without€discipline,€but€with€a€warning,€in€accordanceÐ t$Ä& Ðwith€Rule€16„735;€oróóÐ  &p!( Ѐ€€€€€òò(D)€dismissal€of€the€complaint€or€termination€of€theÐ Ì'#* Ðproceeding€without€discipline€and€without€a€warning,€in€accordanceÐ x)È$, Ðwith€Rule€16„735.óóÐ $+t&. Ðâ  (f)€€Action€by€CommissionÐ Ð, (0 Ðà  à€€The€Commission€may€(1)€ò òapprove€the€filing€ofó ó€òòdirect€BarÐ ° Ðâ âCounsel€to€fileóó€a€Petition€for€Disciplinary€or€Remedial€Action,Ð \¬ Ð(2)€take€any€action€on€the€Panel's€recommendation€that€theÐ X ÐCommission€may€take€on€a€similar€recommendation€made€by€BarÐ ´  ÐCounsel€under€Rule€16-734,€or€(3)€dismiss€the€Statement€of€ChargesÐ ` ° Ðand€terminate€the€proceeding.€€Ð  \  ÐÓÓSource:€€This€Rule€is€new.Ð ¸  ÐÌÌà@³³$7àòòREPORTERððS€NOTEóóˆÐ :Š  ÐÌà  àGuideline€6.5€of€the€Administrative€and€Procedural€GuidelinesÐ æ6 Ðof€the€Attorney€Grievance€Commission€requires€the€approval€of€BarÐ ¼  ÐCounsel€for€any€recommendation€of€the€Peer€Review€Panel€other€thanÐ ’â Ðdismissal€or€the€filing€of€a€Petition€for€Disciplinary€or€RemedialÐ h¸ ÐAction.€€The€Rules€Committee€acknowledges€that€Bar€Counselððs€roleÐ >Ž Ðin€effecting€a€Conditional€Diversionary€Agreement€may€require€BarÐ d ÐCounselððs€approval€of€such€an€agreement,€but€requiring€BarÐ ê: ÐCounselððs€approval€of€a€recommendation€by€a€Panel€that€an€attorneyÐ À Ðbe€reprimanded€negates€the€opinion€of€the€Peer€Review€Panel€andÐ –æ Ðdiminishes€the€value€of€the€Peer€Review€process.€Ð l¼ ЀÌà  àThe€Committee€proposes€amendments€to€several€of€the€RulesÐ h Ðpertaining€to€attorney€discipline€to€clarify€that,€absentÐ î> Ðagreement€of€the€parties,€the€Panelððs€responsibility€is€to€make€anÐ Ä Ðindependent€recommendation€to€the€Commission.€€The€amendments€toÐ šê ÐRules€16„743,€16„735,€and€16„737€make€clear€that€a€Panel€is€notÐ pÀ  Ðlimited€to€recommending€either€dismissal€or€the€filing€of€aÐ F –! ÐPetition€for€Disciplinary€or€Remedial€Action.€€A€Panel€also€mayÐ !l" Ðrecommend€to€the€Commission€that€a€complaint€be€dismissed€with€aÐ ò!B# Ðwarning€or€that€an€attorney€be€reprimanded.€€In€Rule€16„743,€newÐ È"$ Ðsubsection€(e)(1)€requires€a€Peer€Review€Panel€to€transmit€to€theÐ ž#î% ÐCommission€a€recommended€disposition€that€has€been€agreed€upon€byÐ t$Ä& ÐBar€Counsel€and€the€attorney.€€The€second€sentence€of€subsectionÐ J%š ' Ð(e)(1)€requires€the€Panel,€in€cases€in€which€it€determines€that€aÐ  &p!( ÐConditional€Diversionary€Agreement€may€be€appropriate,€to€orallyÐ ö&F") Ðadvise€the€parties€of€that€determination€and€afford€them€theÐ Ì'#* Ðopportunity€to€enter€into€an€Agreement,€which€is€then€transmittedÐ ¢(ò#+ Ðto€the€Commission€as€the€Panelððs€recommendation.Ð x)È$, ÐÌÐ  $+t&. Ðà@ã ã 7àMARYLAND€RULES€OF€PROCEDUREˆÐ ° ÐÌà@× × 7àTITLE€16€„€COURTS,€JUDGES,€AND€ATTORNEYSˆÐ \¬ ÐÌà@ÛÛ7àCHAPTER€700€„€DISCIPLINE€AND€INACTIVE€STATUS€OF€ATTORNEYSˆÐ X ÐÌÌà  àAMEND€Rule€16„735€to€clarify€the€procedure€for€a€Peer€ReviewÐ Š Ú ÐÌPanel€to€recommend€dismissal€with€a€warning,€as€follows:Ð 6 †  ÐÌÌRule€16-735.€€DISMISSAL€OR€OTHER€TERMINATION€OF€COMPLAINT€Ð ¸  ÐÌÌÓÓ€€(a)€€Dismissal€or€TerminationÐ :Š  Ѐ€€€(1)€Upon€completion€of€an€investigation,€Bar€Counsel€òòor,€afterÐ æ6 Ða€Peer€Review€Panel€meeting,€the€Peer€Review€Panel,óó€may€recommendÐ ’â Ðto€the€Commission€that:€€Ð >Ž Ѐ€€€€€(A)€the€complaint€be€dismissed€because€Bar€Counsel€òòor€theÐ ê: ÐPanelóó€has€concluded€that€the€evidence€fails€to€show€that€theÐ –æ Ðattorney€has€engaged€in€professional€misconduct€or€isÐ B’ Ðincapacitated;€or€€Ð î> Ѐ€€€€€(B)€the€disciplinary€or€remedial€proceeding€be€terminated,Ð šê Ðwith€or€without€a€warning€because€Bar€Counsel€òòor€the€Panelóó€hasÐ F –! Ðconcluded€that€any€professional€misconduct€on€the€part€of€theÐ ò!B# Ðattorney€(Ô_ÔiÔ_Ô)€was€not€sufficiently€serious€to€warrant€disciplineÐ ž#î% Ðand€(ii)€is€not€likely€to€be€repeated.€€Ð J%š ' Ѐ€€€(2)€If€satisfied€with€ò òBar€Counsel'só ó€òòtheóó€recommendation€òòof€BarÐ ö&F") ÐCounsel€or€the€Panelóó,€the€Commission€shall€dismiss€the€complaintÐ ¢(ò#+ Ðor€otherwise€terminate€the€disciplinary€or€remedial€proceeding,€asÐ N*ž%- Ðâ âappropriate.€€If€Bar€Counsel€òòor€the€Panelóó€has€recommended€aÐ ú+J'/ Ðwarning,€the€matter€shall€proceed€as€provided€in€section€(b)€ofÐ ° Ðthis€Rule.€€Ð \¬ Ðâ  (b)€€Termination€Accompanied€by€WarningÐ X Ѐ€€€(1)€If€Bar€Counsel€òòor€the€Panelóó€concludes€that€the€attorneyÐ ´  Ðmay€have€engaged€in€some€professional€misconduct,€that€the€conductÐ ` ° Ðwas€not€sufficiently€serious€to€warrant€discipline,€but€that€aÐ  \  Ðspecific€warning€to€the€attorney€would€be€helpful€to€ensure€thatÐ ¸  Ðthe€conduct€is€not€repeated,€Bar€Counsel€òòor€the€Panelóó€mayÐ d´  Ðrecommend€that€the€termination€be€accompanied€by€a€warning€againstÐ `  Ðrepetition.€If€satisfied€with€the€recommendation,€the€CommissionÐ ¼  Ðshall€proceed€in€accordance€with€subsection€(b)(2)€of€this€RuleÐ h¸ Ðand,€if€the€warning€is€not€rejected,€accompany€the€termination€ofÐ d Ðthe€disciplinary€or€remedial€proceeding€with€a€warning.€A€warningÐ À Ðdoes€not€constitute€discipline,€but€the€complainant€shall€beÐ l¼ Ðnotified€that€termination€of€the€proceeding€was€accompanied€by€aÐ h Ðwarning€against€repetition€of€the€conduct.€€Ð Ä Ѐ€€€(2)€At€least€30€days€before€a€warning€is€issued,€theÐ pÀ  ÐCommission€shall€mail€to€the€attorney€a€notice€that€states€theÐ !l" Ðdate€on€which€it€intends€to€issue€the€warning€and€the€content€ofÐ È"$ Ðthe€warning.€€No€later€than€five€days€before€the€intended€date€ofÐ t$Ä& Ðissuance€of€the€warning,€the€attorney€may€reject€the€warning€byÐ  &p!( Ðfiling€a€written€rejection€with€the€Commission.€€If€the€warning€isÐ Ì'#* Ðnot€rejected,€the€Commission€shall€issue€it€on€or€after€the€dateÐ x)È$, Ðstated€in€the€initial€notice€to€the€attorney.€€If€the€warning€isÐ $+t&. Ðrejected,€it€shall€not€be€issued,€and€Bar€Counsel€òòor€theÐ Ð, (0 ÐCommissionóó€may€take€any€other€action€permitted€under€this€Chapter.€Ð |.Ì)2 ÐNeither€the€fact€that€a€warning€was€proposed€or€rejected€nor€theÐ ° Ðcontents€of€a€warning€that€was€not€issued€may€be€admitted€intoÐ \¬ Ðevidence.€€Ð X Ѐ€(c)€€Effect€of€Dismissal€or€TerminationÐ ´  Ѐ€€€(1)€Except€as€provided€in€subsection€(c)(2)€of€this€Rule,€aÐ ` ° Ðdismissal€or€a€termination€under€this€Rule,€with€or€without€aÐ  \  Ðwarning,€shall€not€be€disclosed€by€òòthe€Commission€oróó€Bar€CounselÐ ¸  Ðin€response€to€any€request€for€information€as€to€whether€anÐ d´  Ðattorney€has€been€the€subject€of€a€disciplinary€or€remedialÐ `  Ðproceeding.€€The€nature€and€existence€of€a€proceeding€terminatedÐ ¼  Ðunder€this€Rule,€including€any€investigation€by€Bar€Counsel€th