Are you in the process of settling a loved one's estate, and have no clue how to go about it? If so, you are probably very familiar with the many forms that must be completed. One form, in particular — the Santa Clara County Death Statement Form — can often feel confusing and overwhelming at first glance. In this blog post, we will break down what exactly is needed for this form, explain why it's important, and provide detailed instructions on how to properly complete it. Whether this is your first time going through something like this or not, our comprehensive guide will make sure that submitting the death statement accurately and effectively doesn't cause any extra stress during an already difficult time.
| 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 |
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