All Jefferson County specific forms and documents listed below are included in your immediate download package:
The Following Pennsylvania and Jefferson County supplemental forms are included as a courtesy with your order.
Statement of Value (SOV) form (Pennsylvania Document)
REALTY TRANSFER TAX DECLARATION OF ACQUISITION (Pennsylvania Document)
Transfer Tax Information (Pennsylvania Document)
Valuation Factors / Short List (Pennsylvania Document)
Valuation Factors/Long List (Pennsylvania Document)
Certificate of Acknowledgment (Pennsylvania Document)
Jurat (Pennsylvania Document)
Including:
Title 20, Chapter 77 of the Pennsylvania Statutes governs trusts in the State of Pennsylvania.
A trust is a wealth management tool commonly used in estate planning. There are three main parties to a trust: the settlor, who funds the trust by conveying assets into it; the trustee, who administers the trust and controls its assets; and the beneficiary, who has a present or future interest in the trust (P.S. 7703). Note that a sole trustee cannot also be the sole beneficiary (P.S. 7732(a)(5)).
Under a trust, the acting trustee manages the trust as directed by the settlor. This arrangement works, in part, because the trustee holds what amounts to a proxy title to the trust's assets. If the trust contains real property that the settlor wishes to sell, the trustee executes and records a document called a trustee's deed to transfer the title to the grantee/buyer -- the settlor is not identified in the transaction.
In most cases, trustee's deeds are modified quitclaim or special warranty deeds. Quitclaim deeds contain no warranties of title, and special warranty deeds only offer the grantee protection against title claims originating while grantor controlled the property. Generally, a trustee uses a quitclaim deed if the settlor and grantee are close relatives (spouses, parent to child, etc.). A trustee of a living trust might also use a quitclaim deed to transfer property out of the trust and to himself as an individual. Third-party purchasers might require a special warranty deed in order to obtain a mortgage or title insurance.
Besides fulfilling the requirements for all instruments affecting real property in the State of Pennsylvania (tax parcel number, legal description, prior deed information, certificate of residence, and so on), the trustee's deed names the trustee as the grantor and gives the date and the name of the trust under which the trustee is acting. A certificate of trust is sometimes included to verify the trust's existence and the trustee's authority to act on behalf of the trust. As with other instruments, the deed must be signed and acknowledged in the presence of a notary, then recorded in the county where the property is situated.
Trust law can be thorny, and each situation is unique. Consult an attorney with specific questions or for complicated circumstances.
The documents you receive here will meet, or exceed, the Jefferson County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
Get your Jefferson County Trustee 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.
August 19th, 2022
Name: Cynthia W.
Review: I like the support documents that go along with the easement template and the fact that the format is specific to a state and county.
Reply from Staff on August 19th, 2022
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August 19th, 2022
Name: Kristie B.
Review: Horrible. As an agent, trying to find a simple answer was never accomplished.
Reply from Staff on August 19th, 2022
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August 19th, 2022
Name: Greg S.
Review: The Beneficiary Deed is easy to fill out, expecially with the examples/explanations provided. The only recommendation I would make is to state that the Parcel ID and the Assessor's ID are one in the same. I looked everywhere for something that mentions "Assessor's ID" in my paperwork to no avail. Upon calling the Maricopa Assessor's number in Maricopa I was told that they are the same.
Reply from Staff on August 19th, 2022
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August 18th, 2022
Name: Bernice L.
Review: Finally able to print out the forms after a few tries. Honestly, I think it could have been designed a little better. I am almost 80; however, very computer savvy, but finally managed to get what I needed.
Reply from Staff on August 18th, 2022
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August 18th, 2022
Name: John M.
Review: I ordered my gift deed forms one evening, filled them out the next day, and registered them with the register of deeds the next morning. Boom. Done! Easy peasy, no lawyer expense!
Reply from Staff on August 18th, 2022
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August 18th, 2022
Name: Craig H.
Review: Awesome service! It was so quick and easy.
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August 18th, 2022
Name: Sarah C.
Review: Great, but I'd like to see the actual filings/documents in my account, PDF, not only the blank forms. Thank you.
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August 18th, 2022
Name: Jo Ann M.
Review: Easy from the download to just fill out and print. Good instructions to follow. A cover letter form would be a extra plus
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August 18th, 2022
Name: Andrew F.
Review: The process was terrific. Much better than hiring someone local to process deeds, as deeds.com got back to me right away with corrections before submitting.
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August 16th, 2022
Name: Lori N.
Review: I ordered the document I needed and it was available for download within a half hour. Very pleased, thanks!
Reply from Staff on August 16th, 2022
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