Can the Same Person Serve as Guardian of the Person and Guardian of the Estate to Sell Property for an Incapacitated Life Tenant in Pennsylvania? | Pennsylvania Probate | FastCounsel
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Can the Same Person Serve as Guardian of the Person and Guardian of the Estate to Sell Property for an Incapacitated Life Tenant in Pennsylvania?

Can a guardian of the person be appointed guardian of the estate to consent to selling the property on behalf of an incapacitated life tenant? - Pennsylvania

The Short Answer

Yes—under Pennsylvania law, the same individual can often serve as both guardian of the person and guardian of the estate, but being guardian of the person alone typically does not give authority to sell or sign for the incapacitated person’s real estate interests (including a life estate). To sell property involving an incapacitated life tenant, you generally need a properly appointed guardian of the estate and a court order authorizing the transaction.

Why You Should Speak with an Attorney

While the statute provides the general framework, applying it to a life estate sale is rarely simple. Legal outcomes often depend on:

  • Strict Court Authority for Real Estate: Even with a guardian of the estate, selling or conveying an incapacitated person’s real property interest commonly requires specific court authorization. If the wrong fiduciary signs—or the order is too narrow—title companies and buyers may refuse to close, or the sale may be attacked later.
  • Burden of Proof / “Best Interests” Showing: The court typically expects a clear record that the transaction is in the incapacitated person’s best interests (and consistent with their rights as a life tenant), which often requires careful presentation of facts and valuation issues.
  • Exceptions and Competing Interests: A life estate involves at least two sets of interests (life tenant and remaindermen). Allocating sale proceeds, protecting the incapacitated person’s rights, and addressing objections from family members can require additional court relief and tailored orders.

Trying to handle this without counsel can lead to delays, rejected deeds, disputes with remaindermen, or a transaction that fails to protect the incapacitated person—creating personal liability risk for the guardian.

If you want more background on related issues, you may find these helpful: selling a co-owned home when a parent is under guardianship and petitioning the Orphans’ Court to authorize a property sale.

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Disclaimer: This article provides general information under Pennsylvania law and does not create an attorney-client relationship. Laws change frequently. For legal advice specific to your situation, please consult with a licensed attorney.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.