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Personal Representative Deed Form - Trinity County
Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 3/12/2020
Personal Representative Deed Guide - Trinity County
Line by line guide explaining every blank on the form.
Included document last updated 3/11/2020
Completed Example of the Personal Representative Deed Document - Trinity County
Example of a properly completed form for reference.
Included document last updated 3/11/2020
*The Following California and Trinity County supplemental forms are included as a courtesy with your order.
Preliminary Change of Ownership
This is a required form, due at the time of recording. There is a $20.00 penalty fee for non-compliance.
Parent to Child Exclusion
California statutes require transferor(s)/seller(s) to sign a claim for a reassessment exclusion for transfers between parent(s) and child(ren). Signatures from both the transferor(s) and transferee(s) are required to complete the claim.
Grandparent to Grandchild Exclusion
California statutes require transferor(s)/seller(s) to sign a claim for a reassessment exclusion for transfers between grandparent(s) and grandchild(ren). Signatures from both the transferor(s) and transferee(s) are required to complete the claim.
Change in Ownership Statement - Death of Real Property Owner
This form is used by the personal representative of the deceased property owner, who files this statement with the county assessor to request a Completed Change in Ownership Statement.
Affidavit of Cotenant Residency
If one of two equal co-owners, referred to as co-tenant, dies, the real property transfers to the other co-tenant. Provided the criteria listed on the form are met, the surviving co-tenant may file the affidavit in order to claim exclusion from reassessment and prevent an increase in property taxes.
Transfer Tax
If the conveyance is exempt, give the R&T Code of the applicable exemption and a brief explanation. Both are provided on this list.
Homeowners Exemption
Use these forms to claim or cancel a homeowners’ exemption if the real property is transferred or becomes/ceases to be the primary residence.
Building Homes and Job Act
The state of California has recently enacted the Building Homes and Jobs Act, effective January 1, 2018.
Notary Certificates
The supplemental forms in this section can be used as loose certificates by California notaries.
Including:
Personal representative's deeds are used to transfer real property from both testate (with a will) and intestate (without a will) estates. These documents provide essential information about the specific probate estate and related property transfer in one document.
When a person dies, the probate court authorizes someone to take responsibility for distributing the remaining assets according to the instructions set out in the decedent's will (if one exists), while also following state and local laws. This person is often known as an executor or an administrator of the estate. California, however, identifies the individual who accepts that fiduciary duty as a personal representative (PR).
One common task involves transferring title on the decedent's real estate. Deeds used for this purpose must meet the same state and local requirements as warranty or quitclaim deeds. They also include other details, such as facts about the deceased property owner, the probate case, and anything else deemed necessary by the situation. In addition, the PR must file a PCOR with the county assessor's office when recording the completed deed.
Note that these deeds may need to be recorded with the probate court as well as the county recording office. Consult with the legal professional involved in managing the specific probate case to ensure that all recording and notice requirements are met.
See California Probate Code, Division 7. Administration of Estates of Decedents for more information. Remember that each case is unique, so contact an attorney with specific questions or for complex circumstances.
Get your Trinity County Personal Representative Deed form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties.
The documents you receive here will meet, or exceed, the Trinity County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
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