2010 Pennsylvania Code
Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES
Chapter 77 - Trusts
7790.3 - Certification of trust - UTC 1013.

     § 7790.3.  Certification of trust - UTC 1013.
        (a)  Contents of certification.--Instead of furnishing a copy
     of the trust instrument to a person other than a beneficiary,
     the trustee may furnish to the person a certification of trust
     containing the following information:
            (1)  The trust's existence and the date the trust
        instrument was executed.
            (2)  The identity of the settlor.
            (3)  The identity and address of the currently acting
        trustee.
            (4)  The powers of the trustee.
            (5)  The revocability or irrevocability of the trust and
        the identity of any person holding a power to revoke the
        trust.
            (6)  The authority of cotrustees to sign or otherwise
        authenticate and whether all or less than all are required in
        order to exercise powers of the trustee.
            (7)  The trust's taxpayer identification number.
            (8)  The manner of taking title to trust property.
        (b)  Authentication.--A certification of trust may be signed
     or otherwise authenticated by any trustee.
        (c)  Assurance of representations.--A certification of trust
     must state that the trust has not been revoked, modified or
     amended in a manner that would cause the representations
     contained in the certification of trust to be incorrect.
        (d)  Dispositive trust provisions.--A certification of trust
     need not contain the dispositive provisions of the trust
     instrument.
        (e)  Provisions to be made available upon request.--A
     recipient of a certification of trust may require the trustee to
     furnish copies of those excerpts from the original trust
     instrument and later amendments which designate the trustee and
     confer upon the trustee the power to act in the pending
     transaction.
        (f)  Reliance on certification.--A person who acts in
     reliance upon a certification of trust without knowledge that
     the representations contained in the certification are incorrect
     is not liable to any person for so acting and may assume without
     inquiry the existence of the facts contained in the
     certification. Knowledge of the provisions of the trust
     instrument may not be inferred solely from the fact that a copy
     of all or part of the trust instrument is held by the person
     relying upon the certification.
        (g)  Enforcement.--A person who in good faith enters into a
     transaction in reliance upon a certification of trust may
     enforce the transaction against the trust property as if the
     representations contained in the certification were correct.
        (h)  Liability.--A person making a demand for the trust
     instrument in addition to a certification of trust or excerpts
     is liable for damages if the court determines that the person
     did not act in good faith in demanding the trust instrument.
        (i)  Applicability.--This section does not limit the right of
     a person to obtain a copy of the trust instrument in a judicial
     proceeding concerning the trust.

        Cross References.  Section 7790.3 is referred to in section
     7705 of this title.