reglab/housing_qa huggingface dataset:
MD. Estates and Trusts Code Ann. §  15-306 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 3 - Maryland Uniform Act for the Simplification of Fiduciary Security Transfers|Section 15-306 - Nonliability of Corporation and Transfer Agent

    A corporation or transfer agent incurs no liability to any person by making a transfer or otherwise acting in a manner authorized by this subtitle.
MD. Estates and Trusts Code Ann. §  15-307 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 3 - Maryland Uniform Act for the Simplification of Fiduciary Security Transfers|Section 15-307 - Nonliability of Third Persons

    (a)    A person who participates in the acquisition, disposition, assignment or transfer of a security by or to a fiduciary, including a person who guarantees the signature of the fiduciary, shall have the immunity from liability described under § 5-421(b) of the Courts and Judicial Proceedings Article.    (b)    If a corporation or transfer agent makes a transfer pursuant to an assignment by a fiduciary, a person who guaranteed the signature of the fiduciary shall have the immunity from liability described under § 5-421(c) of the Courts and Judicial Proceedings Article.    (c)    This section and § 5-421 of the Courts and Judicial Proceedings Article do not impose any liability upon the corporation or its transfer agent.
MD. Estates and Trusts Code Ann. §  15-308 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 3 - Maryland Uniform Act for the Simplification of Fiduciary Security Transfers|Section 15-308 - Territorial Application

    (a)    The rights and duties of a corporation and its transfer agents in registering a security in the name of a fiduciary or in making a transfer of a security pursuant to an assignment by a fiduciary are governed by the law of the jurisdiction under whose laws the corporation is organized.    (b)    This subtitle applies to the rights and duties of a person other than the corporation and its transfer agents with regard to acts and omissions in this State in connection with the acquisition, disposition, assignment, or transfer of a security by or to a fiduciary and of a person who guarantees in this State the signature of a fiduciary in connection with such a transaction.
MD. Estates and Trusts Code Ann. §  15-309 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 3 - Maryland Uniform Act for the Simplification of Fiduciary Security Transfers|Section 15-309 - Tax Obligations

    This subtitle does not affect any obligation of a corporation or transfer agent with respect to estate, inheritance, succession, generation-skipping transfer, or other taxes imposed by the laws of this State.
MD. Estates and Trusts Code Ann. §  15-310 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 3 - Maryland Uniform Act for the Simplification of Fiduciary Security Transfers|Section 15-310 - Uniformity of Interpretation

    This subtitle shall be so construed as to effectuate its general purpose to make uniform the law of those states which enact it.
MD. Estates and Trusts Code Ann. §  15-311 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 3 - Maryland Uniform Act for the Simplification of Fiduciary Security Transfers|Section 15-311 - Short Title

    This subtitle may be cited as the Maryland Uniform Act for the Simplification of Fiduciary Security Transfers.
MD. Estates and Trusts Code Ann. §  15-401 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 4 - Maryland Uniform Prudent Management of Institutional Funds Act|Section 15-401 - Definitions

    (a)    In this subtitle the following words have the meanings indicated.    (b)    “Charitable purpose” means the relief of poverty, the advancement of education or religion, the promotion of health, the promotion of a governmental purpose, or any other purpose the achievement of which is beneficial to the community.    (c)    (1)    “Endowment fund” means an institutional fund or part of an institutional fund that, under the terms of a gift instrument, is not wholly expendable by the institution on a current basis.        (2)    “Endowment fund” does not include assets that an institution designates as an endowment fund for the use of the institution.    (d)    “Gift instrument” means a record, including an institutional solicitation, under which property is granted to, transferred to, or held by an institution as an institutional fund.    (e)    “Institution” means:        (1)    A person, other than an individual, organized and operated exclusively for charitable purposes;        (2)    A government or governmental subdivision, agency, or instrumentality, to the extent that the subdivision, agency, or instrumentality holds funds exclusively for a charitable purpose; or        (3)    A trust that had both charitable and noncharitable interests, after all noncharitable interests have terminated.    (f)    (1)    “Institutional fund” means a fund held by an institution exclusively for charitable purposes.        (2)    “Institutional fund” does not include:            (i)    Program–related assets;            (ii)    A fund held for an institution by a trustee that is not an institution; or            (iii)    A fund in which a beneficiary that is not an institution has an interest, other than an interest that could arise on violation or failure of the purposes of the fund.    (g)    “Person” means an individual, corporation, business trust, statutory trust, estate, trust, partnership, limited liability company, association, joint venture, public corporation, government or governmental subdivision, agency, or instrumentality, or any other legal or commercial entity.    (h)    “Program–related asset” means an asset held by an institution primarily to accomplish a charitable purpose of the institution and not primarily for investment.    (i)    “Record” means information that is inscribed on a tangible medium or that is stored in an electronic or other medium and is retrievable in perceivable form.
MD. Estates and Trusts Code Ann. §  15-404 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 4 - Maryland Uniform Prudent Management of Institutional Funds Act|Section 15-404 - Delegation of Authority

    (a)    (1)    Subject to any specific limitation set forth in a gift instrument or in law other than this subtitle, an institution may delegate to an external agent the management and investment of an institutional fund to the extent that an institution could prudently delegate under the circumstances.        (2)    An institution shall exercise ordinary business care and prudence under the facts and circumstances prevailing at the time of the action or decision, in:            (i)    Selecting an agent;            (ii)    Establishing the scope and terms of the delegation, consistent with the purposes of the institution and the institutional fund; and            (iii)    Periodically reviewing the actions of the agent in order to monitor the performance and compliance of the agent with the scope and terms of the delegation.    (b)    In performing a delegated function, an agent owes a duty to the institution to exercise reasonable care to comply with the scope and terms of the delegation.    (c)    The standard established by § 15–402(b) of this subtitle is not limited or extinguished by the appointment of an external agent.    (d)    By accepting delegation of a management or investment function from an institution that is subject to the laws of the State, an agent submits to the jurisdiction of the courts of the State in all proceedings arising from or related to the delegation or the performance of the delegated function.    (e)    An institution may delegate management and investment functions to the committees, officers, or employees of the institution as authorized by law other than this subtitle.
MD. Estates and Trusts Code Ann. §  15-405 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 4 - Maryland Uniform Prudent Management of Institutional Funds Act|Section 15-405 - Release or Modification of Restriction

    (a)    (1)    If the donor consents in a record, an institution may release or modify, in whole or in part, a restriction contained in a gift instrument on the management, investment, or purpose of an institutional fund.        (2)    A release or modification may not allow a fund to be used for a purpose other than a charitable purpose of the institution.    (b)    (1)    If written consent of the donor cannot be obtained by reason of the death, disability, unavailability, or impossibility of identification of the donor, a court of competent jurisdiction, on application of an institution, may modify a restriction contained in a gift instrument regarding the management or investment of an institutional fund if the restriction has become obsolete, inappropriate, or impracticable, or if, because of circumstances not anticipated by the donor, a modification of a restriction will clearly further the purposes of the fund.        (2)    (i)    The institution shall notify the Attorney General of the institution’s application under paragraph (1) of this subsection, and the Attorney General shall be given an opportunity to be heard.            (ii)    To the extent practicable, any modification made under paragraph (1) of this subsection must be made in accordance with the donor’s probable intention.    (c)    (1)    If a particular charitable purpose or a restriction contained in a gift instrument on the use of an institutional fund becomes unlawful, impracticable, or impossible to achieve and written consent of the donor cannot be obtained by reason of the death, disability, unavailability, or impossibility of identification of the donor, a court of competent jurisdiction, on application of an institution, may modify the purpose of the fund or the restriction on the use of the fund if the donor manifested a general charitable intent.        (2)    The institution shall notify the Attorney General of the institution’s application under paragraph (1) of this subsection, and the Attorney General shall be given an opportunity to be heard.    (d)    If an institution determines that a restriction contained in a gift instrument on the management, investment, or purpose of an institutional fund is unlawful, impracticable, or impossible to achieve, the institution, 60 days after notification to the Attorney General, may release or modify the restriction, in whole or in part, if:        (1)    The institutional fund subject to the restriction has a total value of less than $50,000;        (2)    More than 20 years have elapsed since the fund was established; and        (3)    The institution uses the property in a manner clearly consistent with the charitable purposes expressed in the gift instrument.
MD. Estates and Trusts Code Ann. §  15-406 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 4 - Maryland Uniform Prudent Management of Institutional Funds Act|Section 15-406 - Compliance

    Compliance with this subtitle shall be determined in light of the facts and circumstances existing at the time a decision is made or action is taken.
MD. Estates and Trusts Code Ann. §  15-407 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 4 - Maryland Uniform Prudent Management of Institutional Funds Act|Section 15-407 - Scope

    (a)    Except as provided in subsection (b) of this section, this subtitle applies to institutional funds existing on or established after the effective date of Chapter 134 of the Acts of the General Assembly of 2009.    (b)    As applied to institutional funds existing on the effective date of Chapter 134 of the Acts of the General Assembly of 2009, this subtitle governs only decisions made or actions taken on or after that date.
MD. Estates and Trusts Code Ann. §  15-408 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 4 - Maryland Uniform Prudent Management of Institutional Funds Act|Section 15-408 - Effect on Federal Electronic Signatures in Global and National Commerce Act

    This subtitle modifies, limits, and supersedes the Electronic Signatures in Global and National Commerce Act, 15 U.S.C. § 7001 et seq., but does not modify, limit, or supersede § 101(c) of that act, 15 U.S.C. § 7001(c), or authorize electronic delivery of the notices described in § 103(b) of that act, 15 U.S.C. § 7003(b).
MD. Estates and Trusts Code Ann. §  15-409 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 4 - Maryland Uniform Prudent Management of Institutional Funds Act|Section 15-409 - Application and Construction of Subtitle

    In applying and construing this subtitle, which is a uniform act, consideration shall be given to the need to promote uniformity of the law with respect to the subject matter of the law among the states that enact the law.
MD. Estates and Trusts Code Ann. §  15-410 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 4 - Maryland Uniform Prudent Management of Institutional Funds Act|Section 15-410 - Short Title

    This subtitle may be cited as the “Maryland Uniform Prudent Management of Institutional Funds Act”.
MD. Estates and Trusts Code Ann. §  15-602 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 6 - Maryland Fiduciary Access to Digital Assets Act|Section 15-602 - Exclusions

    This subtitle does not apply to a digital asset of an employer used by an employee in the ordinary course of the employer’s business.
MD. Estates and Trusts Code Ann. §  15-603 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 6 - Maryland Fiduciary Access to Digital Assets Act|Section 15-603 - Direction to Disclose Information

    (a)    (1)    A user may use an online tool to direct a custodian to disclose to a designated recipient or not disclose some or all of the user’s digital assets, including the content of electronic communications sent or received by the user.        (2)    If the online tool allows the user to modify or delete a direction at any time, a direction under paragraph (1) of this subsection overrides a contrary direction by the user in a will, trust, power of attorney, or other record.    (b)    If the user does not use an online tool to give direction under subsection (a) of this section or if the custodian fails to provide an online tool, the user may, in a will, trust, power of attorney, or other record, allow or prohibit disclosure to a fiduciary of some or all of the user’s digital assets, including the content of electronic communications sent or received by the user.    (c)    A direction by a user under subsection (a) or (b) of this section shall override a contrary provision in a terms–of–service agreement, if the terms–of–service agreement does not require the user to act affirmatively and distinctly from the user’s assent to the terms of service.
MD. Estates and Trusts Code Ann. §  15-604 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 6 - Maryland Fiduciary Access to Digital Assets Act|Section 15-604 - Right to Access Digital Assets

    (a)    This subtitle does not change or impair the right of a custodian or a user under a terms–of–service agreement to access or use the digital assets of the user.    (b)    This subtitle does not grant a fiduciary or designated recipient new or expanded rights other than those held by the user for whom or for whose estate or trust the fiduciary or designated recipient acts or represents.    (c)    A fiduciary’s or designated recipient’s access to digital assets may be modified or eliminated by:        (1)    A user;        (2)    Federal law; or        (3)    A terms–of–service agreement if the user has not provided direction under § 15–603 of this subtitle.
MD. Estates and Trusts Code Ann. §  15-605 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 6 - Maryland Fiduciary Access to Digital Assets Act|Section 15-605 - Disclosure of Digital Assets

    (a)    When disclosing the digital assets of a user under this subtitle, a custodian may in its sole discretion:        (1)    Grant a fiduciary or designated recipient full access to the user’s account;        (2)    Grant a fiduciary or designated recipient partial access to the user’s account sufficient to perform the tasks with which the fiduciary or designated recipient is charged; or        (3)    Provide a fiduciary or designated recipient a copy in a record of a digital asset that, on the date that the custodian received the request for disclosure, the user could have accessed if the user were alive or had full capacity and had access to the account.    (b)    A custodian may assess a reasonable administrative charge for the cost of disclosing digital assets under this subtitle.    (c)    A custodian need not disclose under this subtitle a digital asset deleted by a user.    (d)    (1)    If a user directs or a fiduciary requests a custodian to disclose only a portion of the user’s digital assets under this subtitle, the custodian need not disclose the assets if segregation of the digital assets would impose an undue burden on the custodian.        (2)    If the custodian believes under paragraph (1) of this subsection that the direction or request imposes an undue burden, the custodian or fiduciary may seek an order from a court to disclose:            (i)    A subset, limited by date, of the user’s digital assets;            (ii)    All of the user’s digital assets to the fiduciary or designated recipient;            (iii)    None of the user’s digital assets; or            (iv)    All of the user’s digital assets to the court for review in camera.
MD. Estates and Trusts Code Ann. §  15-606 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 6 - Maryland Fiduciary Access to Digital Assets Act|Section 15-606 - Deceased Users -- Disclosures to Personal Representative

    If a deceased user consented to or a court directs the disclosure of the contents of electronic communications of the user, a custodian shall disclose to the personal representative of the user’s estate the content of an electronic communication sent or received by the user if the personal representative provides the custodian:        (1)    A written request for disclosure in physical or electronic form;        (2)    A copy of the certificate of the user’s death;        (3)    A copy of the letters of administration of the personal representative or court order appointing a special administrator;        (4)    Unless the user provided direction using an online tool, a copy of the user’s will, trust, power of attorney, or other record evidencing the user’s consent to disclosure of the content of electronic communications; and        (5)    If requested by the custodian:            (i)    A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the user’s account;            (ii)    Evidence linking the account to the user; or            (iii)    A finding by the court that:                1.    The user had a specific account with the custodian, identifiable by the information specified in item (i) of this item;                2.    Disclosure of the content of electronic communications of the user would not violate 18 U.S.C. § 2701, et seq., 47 U.S.C. § 222, or other applicable law;                3.    Unless the user provided direction using an online tool, the user consented to disclosure of the content of electronic communications; or                4.    Disclosure of the content of electronic communications of the user is reasonably necessary for administration of the estate.
MD. Estates and Trusts Code Ann. §  15-607 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 6 - Maryland Fiduciary Access to Digital Assets Act|Section 15-607 - Deceased Users -- Disclosure of Catalogue of Electronic Communications to Personal Representative

    Unless a user prohibited disclosure of digital assets or a court directs otherwise, a custodian shall disclose to the personal representative of the estate of the user a catalogue of electronic communications sent or received by the user and the digital assets of the user, other than the content of the electronic communications, if the personal representative provides the custodian:        (1)    A written request for disclosure in physical or electronic form;        (2)    A copy of the certificate of the user’s death;        (3)    A copy of the letters of administration of the personal representative or court order appointing a special administrator; and        (4)    If requested by the custodian:            (i)    A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the user’s account;            (ii)    Evidence linking the account to the user;            (iii)    An affidavit stating that disclosure of the user’s digital assets is reasonably necessary for administration of the estate; or            (iv)    A finding by the court that:                1.    The user had a specific account with the custodian, identifiable by the information specified in item (i) of this item; or                2.    Disclosure of the  catalogue of electronic communications of the user is reasonably necessary for administration of the estate.
MD. Estates and Trusts Code Ann. §  15-608 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 6 - Maryland Fiduciary Access to Digital Assets Act|Section 15-608 - Disclosures by Custodian by Agent; Requirements

    To the extent that a power of attorney expressly grants an agent authority over the content of electronic communications sent or received by the principal and unless directed otherwise by the principal or a court, a custodian shall disclose to the agent the content if the agent provides the custodian:        (1)    A written request for disclosure in a physical or electronic form;        (2)    An original or copy of the power of attorney expressly granting the agent authority over the content of electronic communications of the principal;        (3)    A certification by the agent, under penalty of perjury, that the power of attorney is in effect; and        (4)    If requested by the custodian:            (i)    A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the principal’s account; or            (ii)    Evidence linking the account to the principal.
MD. Estates and Trusts Code Ann. §  15-609 (2021)
2021 Maryland Statutes|Estates and Trusts|Title 15 - Fiduciaries|Subtitle 6 - Maryland Fiduciary Access to Digital Assets Act|Section 15-609 - Disclosures by Custodian by Agent -- Catalogue of Electronic Communications

    Unless otherwise ordered by a court, directed by a principal, or provided by a power of attorney, a custodian shall disclose to an agent with specific authority over digital assets or general authority to act on behalf of a principal a catalogue of electronic communications sent or received by the principal and digital assets, other than the content of electronic communications, of the principal if the agent provides the custodian:        (1)    A written request for disclosure in physical or electronic form;        (2)    An original or copy of the power of attorney that grants the agent specific authority over digital assets or general authority to act on behalf of the principal;        (3)    A certification by the agent, under penalty of perjury, that the power of attorney is in effect; and        (4)    If requested by the custodian:            (i)    A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the principal’s account; or            (ii)    Evidence linking the account to the principal.