The Santa Clara County Death Statement form plays a crucial role for those handling the estate of a deceased property owner within Santa Clara County. This document serves as a notification to the County Assessor's Office, signaling a change in property ownership due to the owner's death. Required alongside a copy of the death certificate, it requests specific information including whether the decedent owned property in the county, details of the property or properties owned, and if a spouse or co-owner had previously passed away. Additionally, it inquires about plans for the property, such as a potential sale out of the estate, and whether the decedent left a will or trust that provided for the disposition of their property. The form also seeks information on heirs or devisees, including their relationship to the decedent and the percentage of property acquired. With spaces to include whether any statutory exclusions from reassessment apply, the form is designed to ensure a smooth transition and proper tax assessment following the change in property ownership. It reflects the necessity of clear communication with local government bodies in the aftermath of a property owner's death, ensuring that both legal and fiscal responsibilities are met efficiently.
| Question | Answer |
|---|---|
| Form Name | Santa Clara County Death Statement Form |
| Form Length | 1 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 15 sec |
| Other names | santa clara county death statement, santa clara county assessor death, santa clara county assessor forms, santa clara county assessor forms re notification of death of real property owner |
APN: |
SANTA CLARA COUNTY ASSESSOR |
|
DOC: |
(408) |
PropertyTransfer@asr.co.scl.ca.us |
|
NOTIFICATION OF DEATH OF REAL PROPERTY OWNER |
“DEATH STATEMENT” |
IN RE: |
THE ESTATE OF _________________________________________________, DECEASED. |
|
|
** PLEASE SUBMIT A COPY OF THE DEATH CERTIFICATE ** |
|
PROBATE NUMBER: _________________, IF APPLICABLE.
DATE OF DEATH: _______________. DATE PROBATE CLOSED _______________.
1.Did decedent own property in Santa Clara County? __________.
2.If “No” to Number 1, please sign and date this form. If “Yes”, please complete the balance of this form. Return all forms to:
SANTA CLARA COUNTY ASSESSOR’S OFFICE, PROPERTY TRANSFER UNIT 70 W. HEDDING STREET, SAN JOSE, CA
3.Did spouse or
and date of death. ___________________________________________________________________
4.What property did decedent own in Santa Clara County? (Street address, Assessor’s Parcel Number (A.P.N.), and percentage owned of each property):
Street Address / CityA.P.N.Percent owned
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
Did decedent leave a will or trust which provided for the disposition of this property? __________.
NAME OF HEIRS / DEVISEES / |
RELATIONSHIP TO DECEDENT |
PERCENT ACQUIRED |
BENEFICIARIES |
|
|
___________________________ |
______________________________ |
____________________ |
___________________________ |
______________________________ |
____________________ |
___________________________ |
______________________________ |
____________________ |
___________________________ |
______________________________ |
____________________ |
PLEASE CONTINUE ON AN ADDITIONAL SHEET IF NECESSARY. IF ANY OF THE ABOVE PERSONS WILL RECEIVE INTERESTS WHICH ARE STATUTORILY EXCLUDED FROM REASSESSMENT, PLEASE DETERMINE WHAT CLAIMS AND DOCUMENTATION ARE TO BE FILED IN ORDER TO AVAIL ONESELF OF THESE EXCLUSIONS.
5.Is this property to be sold out of the estate? __________. When will this sale take place? ________________. Will the proceeds be identified in the Final Distribution as relating to this sale? __________.
If additional property taxes are due, to whom should they be billed?
DATE: ____________________ |
|
SIGNED: ______________________________________ |
||
___________________________ |
(Name) |
CHECK WHICH APPLIES: |
||
___________________________ |
(Address) |
( |
) |
EXECUTOR / EXECUTRIX |
___________________________ |
|
( |
) |
ADMINSTRATOR / TRIX |
|
|
( |
) |
ATTORNEY FOR ESTATE |
___________________________ |
(Phone #) |
( |
) |
SUCCESSOR TRUSTEE |
Rev 2