Kentucky Forms

Montgomery County Affidavit of Surviving Joint Tenant Form

Montgomery County Affidavit of Surviving Joint Tenant Form

Montgomery County Affidavit of Surviving Joint Tenant Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 4/18/2025
Montgomery County Affidavit of Surviving Joint Tenant Guide

Montgomery County Affidavit of Surviving Joint Tenant Guide

Line by line guide explaining every blank on the form.

Document Last Validated 8/8/2025
Montgomery County Completed Example of the Affidavit of Surviving Joint Tenant Document

Montgomery County Completed Example of the Affidavit of Surviving Joint Tenant Document

Example of a properly completed form for reference.

Document Last Validated 5/5/2025

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

Important: Your property must be located in Montgomery County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Montgomery County Clerk
Address:
1 Court St, Suite 2 / PO Box 1406
Mount Sterling, Kentucky 40353

Hours: 8:30 to 4:30 M-F

Phone: (859) 498-8700

Recording Tips for Montgomery County:
  • Bring your driver's license or state-issued photo ID
  • Request a receipt showing your recording numbers
  • Recording fees may differ from what's posted online - verify current rates
  • Ask about accepted payment methods when you call ahead

Cities and Jurisdictions in Montgomery County

Properties in any of these areas use Montgomery County forms:

  • Jeffersonville
  • Mount Sterling

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Montgomery County

How do I get my forms?

Forms are available for immediate download after payment. The Montgomery County forms will be in your account ready to download to your computer. An account is created for you during checkout if you don't have one. Forms are NOT emailed.

Are these forms guaranteed to be recordable in Montgomery County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Montgomery County including margin requirements, content requirements, font and font size requirements.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Montgomery County you only need to order once.

What do I need to use these forms?

The forms are PDFs that you fill out on your computer. You'll need Adobe Reader (free software that most computers already have). You do NOT enter your property information online - you download the blank forms and complete them privately on your own computer.

Are there any recurring fees?

No. This is a one-time purchase. Nothing to cancel, no memberships, no recurring fees.

How much does it cost to record in Montgomery County?

Recording fees in Montgomery County vary. Contact the recorder's office at (859) 498-8700 for current fees.

Questions answered? Let's get started!

Real property ownership and conveyance is governed by Title XXII of the Kentucky Revised Statutes.

Kentucky's standard version of joint tenancy resembles tenancy in common, in that "when a joint tenant dies, the joint tenant's part of the joint estate, real or personal, shall descend to the joint tenant's heirs, or pass by devise, or go to the joint tenant's personal representative, subject to debts, curtesy, dower, or distribution" (KRS 318.120). Basically, this means that each joint tenant owns an individual share of the whole property.

Section 318.130 provides the rules for survivorship tenancy, in which the joint tenants share undivided rights to the whole property. By stating the intent to vest ownership as joint tenants with right of survivorship, when one owner dies, that portion is distributed equally among the survivors. Joint tenancy with right of survivorship is common between spouses.

In order to formalize the "automatic" transfer that occurs from a deceased joint tenant, many co-owners choose to record an affidavit of surviving joint tenant, accompanied by a certified copy of the decedent's death certificate. Recording such an affidavit provides notice to the public and any future purchasers about the updated information. It also maintains a clear chain of title (ownership history), which should reduce some of the complexity from future sales or conveyances of the real property.

Even though executing and recording an affidavit of surviving joint tenant clears the title, the deceased owner's name remains on the deed. The only way to remove that name is by executing and recording a new deed, preferably including a copy of the recorded affidavit.

(Kentucky Affidavit of Surviving Joint Tenant Package includes form, guidelines, and completed example)

Important: Your property must be located in Montgomery County to use these forms. Documents should be recorded at the office below.

This Affidavit of Surviving Joint Tenant meets all recording requirements specific to Montgomery County.

Our Promise

The documents you receive here will meet, or exceed, the Montgomery County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Montgomery County Affidavit of Surviving Joint Tenant 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 and local jurisdictions.

4.8 out of 5 - ( 4573 Reviews )

Patrick P.

March 14th, 2020

Great service! I found out how easy it was for me to record a deed. I saved about $200 using deeds.com. The sample form really helped. Thanks!

Reply from Staff

Thank you!

Cathleen H.

January 25th, 2019

The pdf form is good; however, the input boxes merge into the line above so the text is hard to read when complete. I added a return before entering my data and this solved the problem.

Reply from Staff

Thank you for your feedback Cathleen. We will have staff take a look at the document for issues with the text fields. Have a great day!

Victor K.

January 27th, 2023

The form I needed was correct and paginated as required. It was accepted w/o penalties. I was not happy about the information which I found way too scant. One sample form does not cover enough possibilities, more would be helpful. The instruction page is a bit better but sometimes it is not clear enough - sometimes it is not clear what the numbered items in the form correspond to. There is no guidance about the process and it would take very little to provide it. Example about "description", say where to find. There is a bunch of "free forms" attached but no guide on which are needed and when. Example: at the counter I was given a paper "conveyance" form and asked to fill it - I did not know it was needed and what it did and so I had not d

Reply from Staff

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April 18th, 2020

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Reply from Staff

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February 11th, 2019

Very easy to fill out and and saved a lot of extra cost by doing it ourselves and getting it notarized.

Reply from Staff

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Ron D.

January 14th, 2019

No choice since the county does not seem to provide info you supplied.

Reply from Staff

Thank Ron, have a great day!

John H.

April 19th, 2021

I haven't begun yet, but this looks like what I need.

Reply from Staff

Thank you!

Michael T.

October 17th, 2019

Good site. Two things to note. 1. The Documentary Transfer Tax Exemption sheet, the word "computer" is used when I think it should be "computed" Error in state form? 2. The California Trust Guide could have a watermark which is less distracting. Kind of hard to read the print with the DEEDS.COM logo so prominent.

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July 16th, 2020

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Reply from Staff

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July 29th, 2022

Very easy to understand instructions. I was able to order, download and print.

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January 24th, 2021

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May 23rd, 2024

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