Pennsylvania - Philadelphia County Certificate of Trust Forms

Included Forms

All Philadelphia County specific forms and documents listed below are included in your immediate download package:

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Included Supplemental Documents

The Following Pennsylvania and Philadelphia County supplemental forms are included as a courtesy with your order.

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Certificate of Residency Form (Philadelphia County Document)

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Statement of Value Form (Philadelphia County Document)

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Transfer Tax Certification Form (Philadelphia County Document)

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Recording Information Summary Form (Philadelphia County Document)

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Certificate of Acknowledgment (Philadelphia County Document)

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City of Philadelphia Homestead Application with Instructions (Philadelphia County Document)

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Valuation Factors/Short List (Philadelphia County Document)

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Transfer Tax Information (Philadelphia County Document)

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Jurat (Philadelphia County Document)

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Valuation Factors/Long List (Philadelphia County Document)

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Transfer Tax Information (Philadelphia County Document)

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Statement of Value (SOV) form (Pennsylvania Document)

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Transfer Tax Information (Pennsylvania Document)

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Valuation Factors/Short List (Pennsylvania Document)

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Valuation Factors/Long List (Pennsylvania Document)

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Certificate of Acknowledgment (Pennsylvania Document)

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Jurat (Pennsylvania Document)

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Frequently Asked Questions:

• How long does it take to get my forms?
  • Forms are available immediately after submitting payment.
• What are supplemental forms?
  • Often when a deed is recorded additional documents are required by the state or local jurisdiction. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
• How do I get my forms, are they emailed?
  • After you submit payment you will see a page listing the forms you ordered with a download link to the pdf form file. You download the forms to your computer. You will also receive an email with a link to your download page in case you need it later.
• What type of files are the forms?
  • All of our forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
• Can the forms be re-used?
  • Yes. You can re-use the forms for your personal use. For example, if you have more than one property in a given county that you need to transfer you would only need to order our forms once for all of your properties in that county.
• Are these forms guaranteed to be recordable in Philadelphia County ?
  • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Philadelphia County including margin requirements, content requirements, font and font size requirements.
• Do I have to enter all of my property information online?
  • No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
• Can I save the completed form, email it to someone?
  • Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
• Do I need any special software to use these forms?
  • You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
• Are there any recurring fees involved?
  • No. Nothing to cancel, no memberships, no recurring fees.

Areas covered by these Certificate of Trust Forms:

• Philadelphia County

Including:

• Philadelphia

What is the Pennsylvania Certificate of Trust?

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.

Our Promise

The documents you receive here will meet, or exceed, the Philadelphia 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 Philadelphia 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 and local jurisdictions.

Customer Reviews:

4.8 out of 5 (3211 Reviews)

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January 19th, 2022

Name: Timothy C.

Review: Excellent service. Pay your fee, download the form and fill out according to specific instructions. Then, again according to instructions, take it to the county clerk's office and have it recorded. It could not be easier.

Reply from Staff on January 19th, 2022

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January 19th, 2022

Name: Rebecca C.

Review: I actually like this site, Its quick and user friendly.

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January 15th, 2022

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Review: Deeds site was easy to use and allowed me to print the forms I needed. No need to change anything.

Reply from Staff on January 16th, 2022

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January 15th, 2022

Name: Stephen G.

Review: Well, we are 10 days from leaving the country for months and needed to notarize and record deed changes to our rental properties. We worried about USPS, UPS, DHL, etc. and hardcopies in the County's bureaucrats' hands. Soooo, we learned of Deeds.com from the County web site via one of the bulk digital recorders telling me about Deeds.com. Hit their site, read their instructions, concluded my tiny brain and decrepit abilities could handle the chore. WITHIN AN HOUR OF UPLOADING EVERYTHING INCLUDING C.C. FOR PMT IT WAS RECORDED AND I printed out copies. WORTH the $$ in speed, convenience and PEACE of mind. Pardon the loud trumpeting.

Reply from Staff on January 15th, 2022

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January 15th, 2022

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January 15th, 2022

Name: Brian R.

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Reply from Staff on January 15th, 2022

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January 15th, 2022

Name: Jason B.

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Reply from Staff on January 15th, 2022

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January 14th, 2022

Name: Judith A.

Review: Excellent

Reply from Staff on January 14th, 2022

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