Question
Ben and Geraldine Road, a married couple, owned their house in Tucson, Arizona, as joint tenants with rights of survivorship. Ben died of cancer on
Ben and Geraldine Road, a married couple, owned their house in Tucson, Arizona, as joint tenants with rights of survivorship. Ben died of cancer on May 31, 2022, and Geraldine needs to transfer ownership of the house to her sole name. Prepare the document necessary to accomplish this task. (10 pts.)
Once the house is in Geraldine's sole name, she wants to make sure it automatically passes to her oldest son, Jerry Road, when she dies. Prepare the document necessary to accomplish this task. (5 pts.)
A copy of the original Joint Tenancy Deed and the forms You are required to use the forms provided.
FORM1 : ______________________________________________________________
STATE OF ARIZONA ) ) ss COUNTY OF PIMA )
The undersigned, being first duly sworn, states:
I, ____________________________________ am the spouse and surviving joint tenant of _____________________________ who died on _____________________ in Tucson, Arizona, and who was then a resident of Pima County, Arizona.
At the time of death, decedent was the owner, as joint tenancy with right of survivorship, with ___________________________________ of the following described real property:
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
The status of joint tenancy with right of survivorship was created by an instrument recorded in the office of the Recorder of _____________________ County, Arizona at Sequence Number ________________________________.
Affiant further states that this affidavit is made from affiant's own knowledge of the facts above stated and will testify positively to the truth of the same in any Court whenever called upon for that purpose.
No estate tax, either Federal or State, is due with regard to the Estate of ________________________________________
A certified copy of the Certificate of Death of decedent is attached. The cause of the decedent's death is _____________________
Dated this day of , __________.
____________________________, Affiant
SUBSCRIBED AND SWORN TO before me this day of , ________. Notary Public
Form 2: If there is a blank line, it means something needs to be filled in, with exception to the signature lines at the end of the form. When preparing the form, remove the lines and type in the language required. Don't forget to give the document a title! There is a formal title needed for this form, which we discussed in class. Please proofread your work. This header is to be removed when submitting the final document for grading. ______________________________________________________________ STATE OF ARIZONA ) ) ss COUNTY OF PIMA ) The undersigned, being first duly sworn, states: I, ____________________________________ am the spouse and surviving joint tenant of _____________________________ who died on _____________________ in Tucson, Arizona, and who was then a resident of Pima County, Arizona. At the time of death, decedent was the owner, as joint tenancy with right of survivorship, with ___________________________________ of the following described real property: ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ The status of joint tenancy with right of survivorship was created by an instrument recorded in the office of the Recorder of _____________________ County, Arizona at Sequence Number ________________________________. Affiant further states that this affidavit is made from affiant's own knowledge of the facts above stated and will testify positively to the truth of the same in any Court whenever called upon for that purpose. Title Pass Form:
_________________________________________________
___________________________________, Grantor, does hereby convey to ________________________________, Grantee, effective upon the death of the Grantor, the real property situated in Pima County, Arizona as described as:
__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
DATED ________________, 20___
_____________________________________________ _____________________________, Grantor
STATE OF ARIZONA ) ) ss. COUNTY OF PIMA )
On this date: _____________________ before me, a Notary Public, personally appeared _________________________________, known to me or satisfactorily proven to be the person whose name is subscribed to this instrument, and acknowledged that she executed the same.
My Commission Expires: ______________________________________________ Notary Public
This deed exempt from requirement of Affidavit of Value pursuant to A.R.S. Sec. 11-1134(B)(12)
BEN AND GERALDINE'S JOINT TENANCY DEED Recorded Sequence: 200139643201 No. Pages: 2 1/24/2001 3:24 PM Justin Time, RecorderStep by Step Solution
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