Legal Question in Wills and Trusts in Pennsylvania

Recording Deed after will is probates

In Spring 2004 I had occasion to attend a reading of a will. The probated will left the estate to several heirs. The principle value of the estate was the home of the decreased. At that time, the executor told the heirs that the deceased had sold him the home in July, 2002, but he had never recorded the deed. He finally recorded it in June, 2004 AFTER the will was probated. Is the home in the estate, or did it pass to the executor? The deed was not prepared by an attorney, but was bought at a stationery store, and there is much confusion concerning its validity. How might we resolve these issues?


Asked on 8/03/04, 12:09 pm

2 Answers from Attorneys

Walter LeVine Walter D. LeVine, Esq.

Re: Recording Deed after will is probates

I concur with Jon that this seems suspicious, but may be innocent. What was the sale's price in relation to true market value? Was the Buyer a relative of the decedent? If the Deed was recorded after the probate, it might be that the house is still part of the estate based upon recording date, but could also be determined to be out of the estate by its date before the date of death. Is the purchase price included in the inventory/accounting of the estate (e.g., by a bank account, CD or other investments)? The house transaction could be presented to the Probate Court or other local Court for examination by someone contesting the legitimacy of the transaction. This would require a suit to be brought raising the question and presenting all facts. If there is a valuation question, you would need appraisals to show the transaction is questionable. You might also claim undue influence if the Buyer were a relative and the deal was for below market value. You might also claim breach of fiduciary duty to the estate since the Buyer is an executor. This is a very complicated issue. You must act fast to raise the questions so you are not out of time for this type of suit.

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Answered on 8/04/04, 11:42 am
Jonathan Chester The Law Office of Jonathan S. Chester, Esq., LLC

Re: Recording Deed after will is probates

This sounds very strange. Normally, the deed would have passed title and the house would not be part of the estate. However, I can't imagine if this was a true "sale" why the 'buyer' would not want to record the deed ASAP. It looks like he/she may have been hiding the 'sale'... That and the fact that he/she used a deed from a stationary store seems very odd to me.

It's possible that it's all very innocent or was done by someone who didn't know what they were doing, but this may be a case of undue influence (or worse) and should be investigated. You need an attorney.

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Answered on 8/03/04, 12:37 pm


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