Legal Question in Wills and Trusts in Pennsylvania

my dad set up a trust fund for me he past away in april 2010 he lived out in oregon he was the holder of my trust fund but left no one in charge after that. the banks telling me i need to get a short certifacte but i dont know how to do that, do i have to go out to oregon where he wrote his will? where do i get a short certifacte?


Asked on 1/19/11, 4:12 pm

1 Answer from Attorneys

Miriam Jacobson Retired from practice of law

In Pennsylvania, a short certificate is the certificate that the Register of Wills issues to the person who has been appointed to administer the estate. Your father's estate administration would take place in the State/County where he lived. So someone needs to begin the state administration process and get the document that is evidence that the person has been appointed to administer the estate. You or the administrator may then present that document to the bank.

This response is not legal advice, since I do not have all of the information that would be required, and I do not have a representation agreement with you.

* If the answers to your question confirm that you have a valid issue or worthwhile claim, your next step should almost always be to establish a dialog with a lawyer who can provide specific advice to you. Contact a lawyer in your county or township.

* Another reason for contacting a lawyer is that it is often impossible to give a good answer in the Internet Q&A format without having more information. The unique circumstances of your situation and things that you may not have thought to mention in your question may completely change the answer. If you want to be sure that you have a complete answer to your question and an understanding of what that answer means, establish a connection with a lawyer who practices in the area of your concern.

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Answered on 1/24/11, 5:21 pm


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