Affidavit of Surviving Joint Tenant - Pennsylvania

Pennsylvania Real Estate Updated October 3, 2026 Free Word and PDF

Pennsylvania Affidavit of Surviving Joint Tenant

Prepared by: [NAME AND MAILING ADDRESS]

After recording, return to: [NAME AND MAILING ADDRESS]

Property: [STREET ADDRESS], [MUNICIPALITY], [COUNTY] County, Pennsylvania

County parcel identifier: [UPI / PARCEL NUMBER / NOT APPLICABLE]

Vesting deed: [DATE], recorded as [INSTRUMENT NUMBER OR BOOK AND PAGE] in [COUNTY] County

Affidavit

I, [SURVIVING JOINT TENANT’S FULL LEGAL NAME], of [COMPLETE ADDRESS], being duly sworn, state as follows:

  1. I am an owner named in the vesting deed identified above. A copy of that deed is attached as Exhibit A. The real property is described in full in Exhibit B.

  2. The vesting deed names [DECEDENT’S FULL LEGAL NAME] and me as joint tenants with right of survivorship, using this exact language: “[QUOTE THE VESTING CLAUSE].” I have compared that clause with the attached recorded deed. This affidavit does not rely on a tenancy-in-common deed or on a multiple-party bank account.

  3. [DECEDENT’S FULL LEGAL NAME] died on [MONTH DAY, YEAR] in [COUNTY, STATE]. A certified copy of the death certificate is attached as Exhibit C. The decedent is the same person named in Exhibit A because [IDENTIFY MATCHING NAME AND ANY DIFFERENCE EXPLAINED BY SUPPORTING RECORDS].

  4. I reviewed the title documents available to me through [DATE], including [LIST DEEDS, AGREEMENTS, COURT ORDERS, OR TITLE REPORT]. I have no knowledge of a later deed, agreement, court order, or other event ending or changing the recorded survivorship interest, except [EXPLAIN / NONE]. I understand that this statement is limited to facts within my knowledge and the documents identified here.

  5. Based on the attached deed and death record, I claim the surviving owner’s interest identified in that deed. I request that the Recorder of Deeds accept this affidavit and its exhibits for the property record if the county’s filing rules permit it. This affidavit supplies evidence; it does not itself transfer the decedent’s interest by a new deed.

  6. My mailing address for tax and property notices is [COMPLETE ADDRESS]. Any separate estate, inheritance-tax, lien, or transfer reporting will be addressed with the responsible professional and office. No tax payment or title clearance is certified by this affidavit.

I affirm that these statements are true to the best of my personal knowledge, information, and belief.

Affiant signature: ______________________________

Printed name: [SURVIVING JOINT TENANT’S NAME]

Date: [__/__/____]

Jurat

Commonwealth or State of [________________]
County of [________________]

Subscribed and sworn to before me on [MONTH DAY, YEAR] by [AFFIANT NAME], who was satisfactorily identified.

Notarial officer signature: ______________________________
Printed name and title: [______________________________]
Commission expiration: [__/__/____]
Official seal or stamp: [________________]

Exhibit A — Recorded vesting deed

[ATTACH THE COMPLETE RECORDED DEED, INCLUDING ITS LEGAL DESCRIPTION AND RECORDING INFORMATION.]

Exhibit B — Complete legal description

[INSERT THE COMPLETE LEGAL DESCRIPTION FROM THE VESTING DEED AND IDENTIFY ANY LATER RECORDED CHANGE.]

Exhibit C — Death certificate

[ATTACH THE CERTIFIED COPY AND FOLLOW THE COUNTY’S RULES FOR SUBMITTING VITAL-RECORD DOCUMENTS.]

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About this template

Last updated
October 3, 2026
Last reviewed
October 3, 2026
Jurisdiction
Pennsylvania
Category
Real Estate

Real estate documents transfer ownership, define who can use a property, and record agreements between buyers, sellers, landlords, and tenants. Deeds, purchase agreements, leases, and easements have to be drafted to meet state recording requirements, and mistakes show up at closing or years later in title disputes. Good real estate paperwork moves transactions forward quickly and avoids the kind of problems that only surface when it is time to sell or refinance.

Not legal advice

This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on October 3, 2026.

In re Estate of Bonnie M. Scheerbaum, No. 1331 WDA 2024 (Pa. Super. June 30, 2026) (non-precedential memorandum), at 11, quoting Grant v. Grant, 341 A.3d 685 (Pa. 2025) (checked October 3, 2026): "Because the property was held as a joint tenancy between Decedent and Ms. Sahli, upon Decedent’s death, Ms. Sahli had the right to immediate ownership and possession of the property. Hence, the property was not a probate asset"

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