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Certificate of Trust Form - Lebanon County
Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 7/23/2020
Completed Example of the Certificate of Trust Document - Lebanon County
Example of a properly completed form for reference.
Included document last updated 6/11/2020
*The Following Pennsylvania and Lebanon County supplemental forms are included as a courtesy with your order.
Realty Transfer Tax
Complete each section and file in duplicate with Recorder of Deeds when: (1) the full value/consideration is not set forth in the deed, (2) the deed is without consideration or by gift, or (3) a tax exemption is claimed. Note: This is a statewide form, required in every county where applicable.
Transfer Tax
This document provides information on transfer tax in Pennsylvania. It also list transfer tax exemptions to determine whether the deed in question is exempt.
Valuation Factors
If transfer tax is due, this list will show how much is owed by county. The longer version of the list includes past rates.
Homestead Exemption
For properties considered the primary residence of the taxpayer, a homestead exemption may exist. This Lebanon County Homestead Exemption can reduce the appraised valuation of a primary residence before calculating the property tax owed, resulting in a lower annual property tax rate for owner-occupied homes.
Notary Certificates
The supplemental forms in this section can be used as loose certificates by Pennsylvania notaries.
Including:
Find the laws regarding certificates of trust at section 7790.3 of the Pennsylvania Statutes.
A trustee is a person or entity who holds title to a trust's assets on behalf of a settlor. Trustees use an official document called a certificate of trust to validate the trust's existence and confirm their authority to act on its behalf.
In order to facilitate transactions dealing with real property in a trust, lenders may require the trustee to furnish a certificate of trust. Third parties may also request a certificate to confirm the trustee has the authority, for example, to transfer real property out of the trust and to them.
The certificate presents essential information about the (unrecorded) full trust instrument, while protecting the confidentiality of its specific details. A recipient of a certificate may still request copies of certain sections of the trust instrument, particularly those establishing the appointment of a trustee and the trustee's powers, as well as amendments to the trust, but the request opens up certain liabilities, as enumerated in P.S. 7790.3(e),(h).
Section 7790.3 governs the contents and effect of the certificate. Requirements of the certificate include basic information such as the name of the settlor of the trust, the type of trust, the taxpayer identification number assigned to the trust, the acting trustee's name, and the relevant powers of the trustee. The trustee executes and signs the certificate and submits it for recording in the county in which the real property with which the trust is concerned is located.
Get your Lebanon County Certificate of Trust 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 Lebanon County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
4.8 out of 5 (1716 Reviews) August 10th, 2020
Name: Joy R.
Review: Easy and efficient way to get a deed copy.
Reply from Staff on August 10th, 2020
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August 8th, 2020
Name: Carleton G.
Review: I found everything I needed. Very easy to use. I am very satisfied.
Reply from Staff on August 8th, 2020
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August 8th, 2020
Name: Michelle H.
Review: Fast, easy and helpful. Highly recommend, my document was recorded within 24 hours.
Reply from Staff on August 8th, 2020
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August 8th, 2020
Name: Tuesday G.
Review: This was a great site to use. They responded quickly when needed. And with i 24 hours the deed was filed. Very happy with with site and company! Thank you!
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August 8th, 2020
Name: john o.
Review: very simple to use
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August 7th, 2020
Name: Donaldo C.
Review: Deeds.com is very helpful when filling a Deed. I appreciate that. Thank you.
Reply from Staff on August 7th, 2020
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August 7th, 2020
Name: Wilma D.
Review: The certification of trust looks fine to me. I printed it and filled it out and had it notarized today. I have not sent it to the company that wants it yet so that will be the test. They are very picky. If they have any comment I will let you know.
Reply from Staff on August 7th, 2020
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August 7th, 2020
Name: Rod G.
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Reply from Staff on August 7th, 2020
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August 7th, 2020
Name: Wilma M.
Review: Amazingly easy. Thank you
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August 7th, 2020
Name: ELIZABETH G.
Review: This site was very easy to use. Great direction on how to complete the form.
Reply from Staff on August 7th, 2020
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