Legal Question in Wills and Trusts in Pennsylvania

deeds

I live in Illinois. My mother and brother live in Pennsylvania. The house is in Pennsylvenia. I am executor in her present will. We want to change her will to a Revocable Trust. My brother and I are the participants. What catagory of deed is required to list my mother, brother and self as joint tennets? In looking up deeds used in PA, they list a half dozen. I want to make sure we use the correct one.


Asked on 8/04/04, 12:50 pm

1 Answer from Attorneys
Cyndi Perez Trostin

Re: deeds

You really need to pose this question to a Pennsylvania attorney.

Even though you, as the executor and one of the beneficiaries of the trust reside in Illinois, the real estate is located in Pennsylvania and the deed that would be held in your joint names, or transferred into the revocable trust would be registered/recorded in PA.

In addition, you should have someone review the tax/gift situation that may be triggered when your mother adds you and your brother to the property.

Please re-submit your question to a PA estate planning or real estate attorney. They will be better able to address the specific issues you are inquiring about.

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Answered on 8/05/04, 12:20 pm


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