Buyer Transaction Worksheet

PA Agreement of Sale — Data Collection Checklist

Every field needed to complete the Pennsylvania Association of Realtors® Standard Agreement for the Sale of Real Estate (Form ASR) for a residential purchase. Sections follow the form's paragraph order so nothing is skipped.

Reference worksheet only — not legal advice. Confirm current form language and addenda against the latest PAR ASR (mortgage-contingency revision effective Sept. 1, 2025). Have buyers consult a PA real estate attorney before signing.

Parties & Business Relationships Cover Page

List ALL buyers and ALL legal owners. Mailing addresses are required for both sides.

Buyer(s) full legal name(s) If a buyer is a veteran, match the name on the discharge/eligibility exactly. Buyer name(s)

Buyer mailing address Street, city, state, ZIP

Buyer phone & email Phone / email

Seller(s) full legal name(s) — all owners in title Avoid "all registered owners"; list actual names (spouses may need to sign). Seller name(s)

Seller mailing address Street, city, state, ZIP

Buyer's Broker — company name, license #, contact info Brokerage / license # / contact

Buyer's Licensee — name & license # Agent name / license #

Seller's Broker & Licensee — name, license #, contact info Brokerage / agent / license #

Agency capacity for each side

Buyer/Seller Agent Designated Agency Dual Agent No business relationship

Property Identification Cover Page

Legal identification — not just the mailing address.

Street address (house number & street)

Postal city & ZIP code

Municipality (township / borough / city) The actual municipality, not the post-office town name.

County

School district

Tax ID / parcel # / lot & block / deed book & page

Legal description addendum attached (if multiple parcels or boundary ambiguity)

Offer Date Para 1

Date Agreement signed by first party (do not pre/post-date) MM/DD/YYYY

Purchase Price & Deposits Para 2

Purchase price — numeric & written out $ amount (and written form)

Initial deposit amount + days to deliver $ amount / within ___ days

Additional deposit amount + due date (if any)

Other scheduled payment + due date (if any)

Escrow holder / who holds deposit money Brokerage / title company

Mode of payment for deposits

Check Cashier's check Wired funds

Within 30 days of settlement: cashier's check or wire only.

Seller Assist Para 3

Seller assist toward buyer's costs — amount or % of price (if any) $ or %

Settlement & Possession Para 4

Settlement date MM/DD/YYYY

Possession terms Vacant at settlement, or post-settlement occupancy (use separate addendum if so).

Settlement company / location

Dates / Time Is of the Essence Para 5

All day-counts run from the Execution Date (when all parties have signed/initialed).

Confirm all contingency deadlines computed from execution date

Zoning Para 6

Zoning classification (default is residential unless stated otherwise)

Fixtures & Personal Property Para 7

Included items (appliances, fixtures, window treatments, etc.)

Excluded items

Leased items disclosed (propane tank, solar, water softener, alarm, etc.)

Mortgage Contingency Para 8

Revised Sept. 1, 2025 — note the buyer's financing-intent selection now has a third choice.

Financing type

Conventional FHA VA USDA Cash (no mortgage)

Buyer's financing-intent choice to seller (per 9/1/2025 revision)

Mortgage amount / loan-to-value

Maximum acceptable interest rate & type (fixed/ARM)

Loan term (years)

Mortgage commitment / contingency deadline (days from execution)

Lender name & contact (if known)

Appraisal contingency terms / waiver

Change in Buyer's Financial Status Para 9

Buyer acknowledges duty not to materially change financial status before settlement

Seller Representations Para 10

Water source (public / well / community)

Sewer (public / on-lot septic / community / holding tank)

Known land-use restrictions / wetlands / flood / historic designation

Other utilities / service notes

Buyer's Due Diligence / Inspections Para 12

Check each inspection the buyer elects (or waives). Set the contingency period in days.

Home / structural inspection

Wood-destroying insect (termite) inspection

Radon inspection

Water / well quality & flow (if applicable)

On-lot sewage / septic inspection (if applicable)

Lead-based paint assessment (homes built before 1978)

Mold / environmental / stucco / oil tank (as applicable)

Inspection contingency period — number of days ___ days

Pre-settlement walkthrough(s) acknowledged (up to two per 12(A)(2))

Inspection Contingency & Reply Periods Para 13

Negotiation / reply deadlines after inspection reports confirmed

Real Estate Taxes & Assessed Value Para 14

Current assessed value & annual tax amount

Tax proration method confirmed

Notices, Assessments & Municipal Requirements Para 15

Resale cert / Use & Occupancy (U&O) inspection required?

Sewage facilities / Act 7 notice acknowledged

Special assessments or pending municipal charges

Condominium / Planned Community / HOA Resale Para 16

Association name & management contact

Dues / fees & frequency

Capital contribution / transfer fees

Resale certificate requested (statutory delivery period)

Title, Surveys & Costs Para 17

Title company / abstractor

Who pays title insurance & transfer tax allocation

Survey ordered / who pays

Maintenance & Risk of Loss Para 18

Seller maintains property in current condition until settlement — acknowledged

Home Warranty Para 19

Warranty provider, cost & who pays (if any)

FIRPTA & Megan's Law Notices Para 23 & 24

FIRPTA — seller foreign-person status confirmed Withholding may apply if seller is a foreign person.

Megan's Law (convicted sex offenders) notice provided to buyer

Default, Mediation & Release Para 26–28

Default / deposit-distribution terms reviewed with buyer

Mediation election confirmed

Special Clauses & Addenda Para 32

List every addendum attached and reference it in the agreement.

Lead-Based Paint Disclosure (pre-1978)

Sale & Settlement / Sale & Settlement of Other Property (if buyer's purchase is contingent on a sale)

Appraisal contingency addendum

Other addenda / special clauses

Required Acknowledgments & Signatures Closing

Consumer Notice received by buyer (49 Pa. Code)

Statement of buyer's estimated closing costs received before signing

Seller's Property Disclosure Statement received

Deposit-money notice initialed

All buyers & sellers signed and dated; copies delivered to all parties

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