Montgomery County Personal Representative Deed Forms (Pennsylvania)

Express Checkout

Form Package

Personal Representative Deed

State

Pennsylvania

Area

Montgomery County

Price

$27.97

Delivery

Immediate Download

Payment Information

Please provide a valid email.
Please provide a valid first name.
Please provide a valid last name.
Please provide a valid card number.
Please provide a valid security code.
Please provide a valid billing zip code.
You must agree before submitting.
More info on getting a copy of your existing deed and eRecording.

Included Forms

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

Personal Representative Deed Form

Personal Representative Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last reviewed/updated 4/23/2024

Personal Representative Deed Guide

Personal Representative Deed Guide

Line by line guide explaining every blank on the form.
Included document last reviewed/updated 2/16/2024

Completed Example of the Personal Representative Deed Document

Completed Example of the Personal Representative Deed Document

Example of a properly completed form for reference.
Included document last reviewed/updated 3/1/2024

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 Pennsylvania or Montgomery County. 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?

Forms are NOT emailed to you. Immediately after you submit payment, the Montgomery County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be sent to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance.

What type of files are the forms?

All of our Montgomery County Personal Representative Deed 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 Personal Representative Deed 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 Montgomery County that you need to transfer you would only need to order our forms once for all of your properties in Montgomery County.

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.

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 Personal Representative Deed Forms:

  • Montgomery County

Including:

  • Abington
  • Ambler
  • Arcola
  • Ardmore
  • Audubon
  • Bala Cynwyd
  • Blue Bell
  • Bridgeport
  • Bryn Athyn
  • Cedars
  • Cheltenham
  • Collegeville
  • Colmar
  • Conshohocken
  • Creamery
  • Dresher
  • Eagleville
  • Earlington
  • East Greenville
  • Elkins Park
  • Fairview Village
  • Flourtown
  • Fort Washington
  • Franconia
  • Frederick
  • Gilbertsville
  • Gladwyne
  • Glenside
  • Green Lane
  • Gwynedd
  • Gwynedd Valley
  • Harleysville
  • Hatboro
  • Hatfield
  • Haverford
  • Horsham
  • Huntingdon Valley
  • Jenkintown
  • King Of Prussia
  • Kulpsville
  • Lafayette Hill
  • Lansdale
  • Lederach
  • Mainland
  • Merion Station
  • Mont Clare
  • Montgomeryville
  • Narberth
  • Norristown
  • North Wales
  • Oaks
  • Oreland
  • Palm
  • Pennsburg
  • Perkiomenville
  • Plymouth Meeting
  • Pottstown
  • Red Hill
  • Royersford
  • Salford
  • Salfordville
  • Sassamansville
  • Schwenksville
  • Skippack
  • Souderton
  • Spring House
  • Spring Mount
  • Sumneytown
  • Telford
  • Tylersport
  • Valley Forge
  • West Point
  • Willow Grove
  • Worcester
  • Woxall
  • Wyncote
  • Wynnewood
  • Zieglerville

What is the Pennsylvania Personal Representative Deed

Using a Personal Representative's Deed in Pennsylvania
--
The information provided in this article is not meant to be exhaustive, and should not take the place of legal advice. We strongly recommend consulting a lawyer when administering an estate, as each situation is unique. Personal representatives have a fiduciary duty to serve in the estate's best interests, and are "personally liable for undue mistakes made in the administration of the decedent's estate" [1].
--
When Pennsylvania residents die, their estate is admitted to probate, regardless of whether they left a will. A will is a legal document whereby a person (testator) gives directions for the distribution of personal assets upon death, and identifies who will administer the estate. Probate is the legal process of distributing assets. In the Commonwealth of Pennsylvania, this process, also referred to as estate administration, is governed by Title 20 et seq. of the Pennsylvania Code (Decedents, Estates, and Fiduciaries).

A probate case begins with the Register of Wills for the county where the deceased claimed permanent residence. Those with property situated in two or more counties also require ancillary probate proceedings. The decedent's will, if one exists, is recorded at this time, along with supporting documents (ex. death certificate, affidavit of subscribing or non-subscribing witness, petition for grant of letters). Pennsylvania implements an expedited probate for estates valued under $50,000.

Upon petition for grant of letters, the Register of Wills issues letters of administration or letters testamentary, depending on whether the decedent died testate (with a will) or intestate (without a will). The letters are a document granting formal authority to the fiduciary who will administer the estate, and are filed as part of the probate case. Fiduciaries may also obtain a short certificate from the Register certifying their capacity to administer the decedent's estate.

This fiduciary is known generally as a "personal representative," or more specifically as either an executor (or executrix, if female) or an administrator. The term "executor" is used when the decedent died with a will and named an executor. The term "administrator" is used when (1) the decedent died without a will (2) the decedent died testate but failed to name an executor in the will, or (3) the decedent died with a will and named an executor, but the executor failed or ceased service. In short, an executor is someone designated by will as the personal representative, whereas an administrator is someone appointed by the Register.

All assets owned solely by the decedent must go through probate. Concerning real property, when the decedent vests title as a sole owner or as a tenant in common, the real property will need to go through probate before it can be distributed by the personal representative. Real property vested with rights of survivorship between or among joint tenants or between husband and wife as tenants by the entirety automatically vests in the surviving joint tenant(s) or spouse. Property held in trust may also avoid probate.

The personal representative has several responsibilities as fiduciary, including submitting a comprehensive inventory of the estate, filing a Pennsylvania Inheritance Tax Return, giving notice to beneficiaries, and paying any debts, before any distribution of assets can occur. Depending on the situation, this process may take several months, so seek legal advice to ensure that all requisite steps are met.

When the decedent leaves instructions for the succession of real property, the named beneficiaries in the will are called devisees. When there is no will, Pennsylvania laws of intestacy determine the succession of the decedent's real property, with title flowing to the decedent's heirs at law. Depending on the situation, the personal representative may sell the decedent's real property [2].

In Pennsylvania, both executors and administrators use the personal representative's deed to distribute or sell real property. As with other types of deeds executed by grantors in a representative capacity (such as trustee's deeds), the personal representative's deed in Pennsylvania typically carries a special warranty, covenanting that the grantor will warrant and defend the property against the lawful claims and demands of the grantor or grantors, and all persons claiming or to claim by, through, or under him or them (21 P.S. 6). The special warranty is fitting for grantors who are transferring property indirectly, or on behalf of, an estate, as they may not have comprehensive knowledge of the title's history prior to the decedent's death.

The deed identifies the acting personal representative as either an executor or administrator, as well as the decedent and date of death. In addition to the grantee and vesting information, legal description of the subject property, and title derivation required for documents pertaining to interests in real property, the personal representative's deed cites the date of the testator's will, if any; the date of probate; the county of probate; the file or case number; and the name of the personal representative.

The deed is signed by the acting representative in the presence of a notary public and recorded in the county Register of Deeds in which the subject real property is situated. Additional notices may be required in Pennsylvania concerning coal and mine subsidence, and supporting documents such as a death certificate and a short certificate may be required to verify the personal representative's authority to convey real property.
To formally close probate, the personal representative must file a report of completion with the register of wills.

If administration of estate not complete within two years of the decedent's date of death, the personal representative may have to file a status report with Register of Wills.

See more forms relating to estate administration at http://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/Pages/Inheritance-Tax.aspx#.WFABK-YrLIU.

Contact a lawyer with questions regarding estate administration and probate in Pennsylvania.

[1] http://www.whiteandwilliams.com/resources-alerts-Personal-Representatives-and-Fiduciaries-Executors-Administrators-and-Trustees-and-Their-Duties.html
[2] http://www.stallardlawoffice.com/single-post/2015/09/19/Posts-on-Pennsylvania-Real-Property-Title-Death-Wills-and-Joint-Ownership

(Pennsylvania PRD Package includes form, guidelines, and completed example)

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 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 and local jurisdictions.

Reviews

4.8 out of 5 (4317 Reviews)

Dyanna B.

April 23rd, 2024

Got what I needed. Easy access.

Reply from Staff

Thank you for your positive words! We’re thrilled to hear about your experience.

Gina G.

April 17th, 2024

This service is fantastic! Took a few tries to scan the document correctly, but their patience and quick turn around made this a far better experience than going to the County myself.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

Michael M.

April 17th, 2024

Great service that satisfied all my needs. Great prices too.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Margaret S.

March 19th, 2019

Forms & Guide easy to use. It would have been helpful if the counties with identical form packages were identified. I bought two packages when I could have used one.

Reply from Staff

Thank you for your feedback Margaret. We have processed a refund for one of your payments. Have a great day.

Nancy O.

August 6th, 2023

Have not actually filed as yet but package seems to answer all my questions and believe this will be a walk in the park instead a a headache or expensive endeavor. Thanks.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Samantha B.

December 9th, 2020

Awesome service! This took care of my needs 10x faster than I thought possible. I even bought an extra service that wasn't needed to accomplish my end goal and they refunded me without me even asking. Highly recommend!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Peter K.

September 10th, 2019

Site was very easy to use. Lots of information provided...if the deed gets registered without a problem...you'll get a 10!
and if it doesn't...I'll let you know!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Philip C.

July 2nd, 2019

The product I purchased looks great and I added Adobe to be able to copy it, but for some reason I can't,so I will delete Adobe and then try again to copy what i paid for. I have all the PDFS' and my computer and printer are fairly new (windows 10),I should have tried to copy it first, I'll get it!
Thanks

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Janalee T.

April 17th, 2020

Fast, easy. quickly accepted by county recorder.

Reply from Staff

Thank you!

Omar F.

February 1st, 2021

Great! Thank you!

Reply from Staff

Thank you!

cosmin B.

March 19th, 2021

It's all good!!!!

Reply from Staff

Thank you!

Sara R.

June 19th, 2019

Worked well for me to create a deed for a house I inherited. It was very thorough and easy to use. I have no experience with the law so I just googled terms I didn't understand and was fine. I also called land records a lot and ended up not needing a lot of the material included, but it was still good to have it.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Mary Ann H V.

May 4th, 2021

I'm very happy with your service! It saved me, at least, hundreds of dollars vs. going through a lawyer in a different state.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

David G.

April 25th, 2019

Thanks got what I needed

Reply from Staff

Thank you David, glad to hear that.

Earnestine C.

September 4th, 2019

Informative and instruction clear and concise, which made it easy for a person without real estate knowledge to acquire needed information. Thank you.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!