SCO — Request for Probate Investigation (sco8-26)

Source: https://www.sco.ca.gov/Files-ARD-Tax-Info/Tax-Collector-Ref-Man/sco8-26.pdf

REQUEST FOR PROBATE INVESTIGATION

Please be advised that real property situated in the County of (county), State of California, described as Assessor’s Parcel Number (Assessor’s Parcel Number) and commonly referred to as (property address, if any), is subject to the tax collector’s power of sale for the fiscal year(s) _____ - _____. The amount necessary to redeem the property before (date) is $(redemption amount). Said real property is assessed to (name of assessee), whose last known address was, (address).

Information received by this office indicates that said last known assessee is deceased and died a resident of (county). A copy of the decedent’s death certificate is attached for your convenience.

Pursuant to section 4986.6 of the California Revenue and Taxation Code, a request is hereby made for your office to take possession and control of the property referred to above under section 7600 of the Probate Code, for the purposes of conducting the probate investigation required pursuant to sections 7602 and 7603 of the Probate Code.

Following the required investigation by your office, please return the attached “Probate Investigation Findings Report” to this office at the following address:

(name of tax collector),Tax Collector (county) County (tax collector’s mailing address)

Please call (phone number) with any questions you may have regarding this matter.

Sincerely,

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(name of tax collector),Tax Collector (county) County State of California

Attachment

(§4986.6) (SCO 8-26) (page 1) (2017)

PROBATE INVESTIGATION FINDINGS REPORT

TO: Tax Collector, County of (county) Date: _________________ RE: THE ESTATE OF ______________________________________ (county) County Assessor’s Parcel Number (Assessor’s Parcel Number) Property Address: (property address, if known)

Pursuant to section 4986.6 of the California Revenue and Taxation Code, the probate investigation of the estate of the decedent referred to above has been conducted as authorized under sections 7602 and 7603 of the Probate Code. As a result of that investigation, ______________, Probate Administrator for the County of ________________________, State of California, has determined the following:

A person with higher priority has been found to assume responsibility for the estate and a
proceeding will be commenced to administer the decedent’s estate by:

________________________________ ________________________________
NAME PHONE
________________________________
________________________________
ADDRESS

Notices of tax sale should be directed to the above named individual at the address shown and to
the following heirs and devisees of the decedent disclosed by the investigation:

________________________________ ________________________________
NAME PHONE
________________________________
________________________________
ADDRESS

(Attach additional pages if necessary.)

No person with higher priority has been found and the Public Administrator has commenced
probate proceedings with respect to the decedent’s property. Pursuant to section 4986.6(b)(1),
no tax sale of the property may be made until the probate process is completed.

No person with higher priority has been found and the Public Administrator has determined that
the value of the estate will not cover taxes, secured liens, and the cost of probate. The Public
Administrator has therefore determined that the anticipated equity in the property does not
warrant opening estate administration and any tax sale may proceed.

Questions regarding this report should be directed to:

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Public Administrator County of _____________ Phone: ________________

(§4986.6) (SCO 8-26) (page 2) (2017)