California State Controller's seal

Sample Forms & Figures

The State Controller's Office sample forms & figures contain all required information pursuant to statute and provide suggested layout to aid county tax collectors in the development of forms. They are not intended for actual use.

Chapter 1000 Sample Forms: 

Sample # Name
SCO 1-01 PAYMENT OF TAXES UNDER PROTEST AND PETITION FOR REDUCTION OF ASSESSMENT
SCO 1-02 APPLICATION FOR TAX SEGREGATION
SCO 1-03 TRANSFER OF CREDIT
SCO 1-04 RECORD OF TRANSACTIONS
SCO 1-05 NOTICE OF REFUND DUE
SCO 1-06 CLAIM FOR REFUND OF TAXES
SCO 1-07 FACSIMILE SIGNATURE OF TAX COLLECTOR PERMITTED
SCO 1-08 APPLICATION FOR PROPERTY TAX RELIEF FOR MILITARY PERSONNEL
SCO 1-09 NOTICE TO PAY REAL PROPERTY TAXES BY ELECTRONIC FUND TRANSFER (EFT)
SCO 1-10 NOTICE TO PAY REAL PROPERTY TAXES BY ELECTRONIC FUND TRANSFER (EFT) (SECOND NOTICE)

 Chapter 2000 Sample Forms: 

Sample # Name
SCO 2-01 TAX BILL CHECKLIST
SCO 2-02 CERTIFICATE OF LIEN FOR UNSECURED PROPERTY TAXES
SCO 2-03 RELEASE OF CERTIFICATE OF LIEN
SCO 2-04 ABSTRACT OF DELINQUENT UNSECURED TAXES
SCO 2-05 DECLARATION OF INTENT TO SEIZE PROPERTY
SCO 2-06 RECORD OF SEIZURE AND SALE
SCO 2-07 APPOINTMENT OF KEEPER
SCO 2-08 BILL OF SALE
SCO 2-09 NOTICE TO ASSESSEE OF INTENTION TO BRING SUIT *DISCONTINUED
SCO 2-10 NOTICE TO ASSESSEE THAT JUDGMENT WAS OBTAINED *DISCONTINUED
SCO 2-11 NOTICE OF INTENT TO FILE A CERTIFICATE SEEKING SUMMARY JUDGMENT
SCO 2-12 REQUEST FOR ENTRY OF JUDGMENT *DISCONTINUED
SCO 2-13 COUNTY UNSECURED PROPERTY TAX JUDGMENT
SCO 2-14 SATISFACTION OF COUNTY UNSECURED PROPERTY TAX JUDGMENT
SCO 2-15 ABSTRACT OF JUDGMENT (FAA)
SCO 2-16 HOLD OF LIQUOR LICENSE (ABC LIEN LETTER)
SCO 2-17 RELEASE OF LIQUOR LICENSE HOLD (ESCROW INSTRUCTIONS)
SCO 2-18 RELEASE OF LIQUOR LICENSE HOLD (ABC RELEASE LETTER)
SCO 2-19 APPLICATION FOR DEDUCTION OF VEHICLE LICENSE FEES FROM PROPERTY TAX
SCO 2-20 SATISFACTION OF JUDGMENT (FAA)
SCO 2-20a CERTIFICATE OF LIEN FOR UNSECURED PROPERTY TAXES (AIRCRAFT)
SCO 2-20b NOTICE OF FAA LIEN RECORDED
SCO 2-21 REMOVAL OF INVALID LIEN
SCO 2-22 REQUEST FOR AND AUTHORIZATION OF DISCHARGE OF ACCOUNTABILITY
SCO 2-23 NOTIFICATION LETTER TO ASSESSEE ON TAX DELINQUENT VESSELS
SCO 2-24 BULK SALE NOTICE TO CREDITORS *DISCONTINUED
SCO 2-25 ESTIMATED TAXES DUE CLAIM
SCO 2-26 NOTICE OF INTENT TO HOLD
SCO 2-27 SEIZURE NOTICE FOR TAXES
SCO 2-28 RELEASE OF SEIZURE FOR TAXES
SCO 2-29 LEVY UPON DEBTORS
SCO 2-30 NOTICE OF DELINQUENT TAXES
SCO 2-31 NOTICE OF INTENT TO LIEN
SCO 2-32 NOTICE OF LIEN
SCO 2-33 REQUEST FOR ADMINISTRATIVE HEARING
SCO 2-34 ADMINISTRATIVE HEARING NOTICE
SCO 2-35 NOTICE OF PUBLIC AUCTION OF SEIZED PROPERTY
SCO 2-36 UNSECURED PROPERTY TAX SALE PREAMBLE

Chapter 4000 Sample Forms:

Sample # Name
SCO 4-01 ABSTRACT OF DELINQUENT SECURED TAXES AND CERTIFICATE OF REDEMPTION
   

Chapter 5000 Sample Forms:

Sample # Name
SCO 5-01 APPLICATION FOR SEPARATE VALUATION
SCO 5-02 INFORMATION TO TAXPAYER REGARDING INSTALLMENT PLAN
SCO 5-03 INSTALLMENT PLAN PAYMENTS FOR USE OF REAL ESTATE
SCO 5-04 NOTICE OF INSTALLMENT PAYMENT DUE
SCO 5-05 NOTICE OF IMPENDING DEFAULT OF INSTALLMENT PLAN
SCO 5-06 CERTIFICATE OF REDEMPTION OF TAX-DEFAULTED PROPERTY
SCO 5-08 RESCISSION OF NOTICE OF POWER TO SELL TAX DEFAULTED PROPERTY
SCO 5-09 PARTIAL RESCISSION OF NOTICE OF POWER TO SELL TAX DEFAULTED PROPERTY
SCO 5-10 CANCELLATION OF RESCISSION OF NOTICE
SCO 5-11 CORRECTION REQUEST
SCO 5-12 RECORD OF TRANSACTIONS

Chapter 7000  Sample Forms:

Sample # Name
SCO 7-01.1 NOTICE OF POWER TO SELL TAX DEFAULTED PROPERTY (5 Year)
SCO 7-01.2 NOTICE OF POWER TO SELL TAX DEFAULTED PROPERTY  (3 Year)
SCO 7-01.3 NOTICE OF POWER TO SELL TAX DEFAULTED PROPERTY  (3 Year Request)
SCO 7-02 CANCELLATION OF NOTICE OF POWER TO SELL TAX DEFAULTED PROPERTY
SCO 7-03.1 NOTICE OF TAX COLLECTOR'S IMPENDING POWER TO SELL (5 Year)
SCO 7-03.2 NOTICE OF TAX COLLECTOR'S IMPENDING POWER TO SELL (3 Year)
SCO 7-03.3 NOTICE OF TAX COLLECTOR'S IMPENDING POWER TO SELL (3 Year Request)
SCO 7-04 NOTICE OF TAX COLLECTOR'S IMPENDING POWER TO SELL (For Property Under an Installment Plan of Redemption)

Chapter 8000 Sample Forms: 

Sample # Name:
SCO 8-01 TAX COLLECTOR'S RECORD OF SALE OF TAX-DEFAULTED PROPERTY
SCO 8-02 REQUEST TO APPROVE THE (PUBLIC AUCTION or PUBLIC INTERNET AUCTION) SALE OF TAX DEFAULTED PROPERTY SUBJECT TO THE POWER OF SALE
SOC 8-02.1 REQUEST TO APPROVE THE SEALED BID SALE OF TAX DEFAULTED PROPERTY SUBJECT TO THE POWER OF SALE
SCO 8-02.2 REQUEST TO APPROVE THE CHAPTER 8 TAX SALE OF TAX DEFAULTED PROPERTY SUBJECT TO THE POWER OF SALE
SCO 8-03 AUTHORIZATION AND REPORT OF SALES
SCO 8-04.1 CHECKLIST OF MANDATORY REQUIREMENTS -- PUBLIC AUCTION SALES
SCO 8-04.2 CHECKLIST OF MANDATORY REQUIREMENTS -- SEALED BID SALES
SCO 8-05.1 NOTICE OF SALE OF TAX-DEFAULTED PROPERTY TO PARTIES OF INTEREST (CHAPTER 7)
SCO 8-05.2 NOTICE OF AGREEMENT TO PURCHASE TAX DEFAULTED PROPERTY TO PARTIES OF INTEREST
SCO 8-05.3 NOTICE OF SALE OF TAX-DEFAULTED PROPERTY TO PARTIES OF INTEREST (CHAPTER 8)
SCO 8-05.4 NOTICE OF PERSONAL CONTACT FOR SALE OF TAX-DEFAULTED PROPERTY
SCO 8-05.5 CHAPTER 7 NOTIFICATION (TO SCO)
SCO 8-06 RECEIPT FOR PROPERTY PURCHASED AT TAX SALE
SCO 8-07a REPORT OF SALE OF TAX DEFAULTED PROPERTY (Report to County Treasurer and County Auditor)
SCO 8-07b REPORT OF SALE OF TAX DEFAULTED PROPERTY (Report to County Assessor)
SCO 8-07c REPORT OF SALE BY AGREEMENT OF TAX DEFAULTED PROPERTY (Report to County Assessor and County Auditor)
SCO 8-07d REPORT OF SALE BY AGREEMENT OF TAX DEFAULTED PROPERTY (Report to California State Controller)
SCO 8-08 NOTICE TO OWNERS OF CONTIGUOUS PROPERTY OF SEALED BID SALE OF TAX-DEFAULTED PROPERTY
SCO 8-09 NOTICE OF SEALED BID SALE OF PARTIAL INTEREST IN (OIL, GAS OR MINERAL) RIGHTS TO APPURTENANT PROPERTY OWNERS
SCO 8-10 NOTICE OF SEALED BID SALE OF COMPLETE AND UNDIVIDED INTEREST IN (OIL, GAS OR MINERAL) RIGHTS TO APPURTENANT PROPERTY OWNERS
SCO 8-11 BID FORM (SEALED BID SALE)
SCO 8-12 RECEIPT TO ABSENTEE PURCHASER AT SEALED BID SALE
SCO 8-13 AGREEMENT TO PURCHASE TAX-DEFAULTED PROPERTY
SCO 8-14 AGREEMENT TO PURCHASE TAX DEFAULTED PROPERTY:  EXHIBIT A
SCO 8-15 AGREEMENT TO PURCHASE TAX-DEFAULTED PROPERTY (NON PROFIT)
SCO 8-16 APPLICATION TO PURCHASE TAX-DEFAULTED PROPERTY
SCO 8-17.1 CHECKLIST OF MANDATORY REQUIREMENTS (CHAPTER 8)
SCO 8-19 TAX DEED TO PURCHASER OF TAX-DEFAULTED PROPERTY
SCO 8-20 NOTICE OF EXCESS PROCEEDS FROM THE SALE OF TAX-DEFAULTED PROPERTY
SCO 8-21 CLAIM FOR EXCESS PROCEEDS
SCO 8-22a RESCISSION OF TAX DEED TO PURCHASER OF TAX DEFAULTED PROPERTY (with consent of purchaser or successor in interest)
SCO 8-22b RESCISSION OF TAX DEED TO PURCHASER OF TAX DEFAULTED PROPERTY (without consent of the purchaser or successor in interest)
SCO 8-23 CANCELLATION OF TAX DEED TO PURCHASER OF TAX DEFAULTED PROPERTY
SCO 8-24 DEFERRED PAYMENT AGREEMENT
SCO 8-26 REQUEST FOR PROBATE INVESTIGATION

Chapter 9000 Sample Forms:

Sample # Name:
SCO 9-01 AFFIDAVIT OF PUBLISHING OF NOTICE
SCO 9-02 AFFIDAVIT OF POSTING NOTICE OF PUBLIC AUCTION OF TAX-DEFAULTED PROPERTY FOR DELINQUENT TAXES
SCO 9-02a AFFIDAVIT OF POSTING NOTICE OF INTERNET AUCTION OF TAX-DEFAULTED PROPERTY FOR DELINQUENT TAXES
SCO 9-02b AFFIDAVIT OF POSTING NOTICE OF SEALED BID SALE OF TAX-DEFAULTED PROPERTY FOR DELINQUENT TAXES
SCO 9-03 NOTICE OF SALE OF TAX-DEFAULTED CEMETERY
SCO 9-04 AFFIDAVIT OF POSTING NOTICE OF AGREEMENT TO PURCHASE TAX-DEFAULTED PROPERTY FOR DELINQUENT TAXES
SCO 9-05 AFFIDAVIT OF POSTING NOTICE OF PUBLIC AUCTION OF SEIZED PROPERTY
SCO 9-06 NOTICE OF COUNTY TAX COLLECTOR'S SEIZURE

Chapter 9000 Sample Figures:

Sample # Name:
Figure 9.1 NOTICE OF CURRENT PROPERTY TAXES DUE
Figure 9.2 NOTICE OF PROPERTY TAX DELINQUENCY AND IMPENDING DEFAULT
Figure 9.3 PROPERTY TAX DEFAULT (DELINQUENT) LIST
Figure 9.3a NOTICE OF DIVIDED PUBLICATION OF THE PROPERTY TAX DEFAULT (DELINQUENT) LIST
Figure 9.4 NOTICE OF IMPENDING POWER TO SELL TAX-DEFAULTED PROPERTY -- FIVE YEAR
Figure 9.4a NOTICE OF DIVIDED PUBLICATION -- FIVE YEAR
Figure 9.4b NOTICE OF IMPENDING POWER TO SELL TAX-DEFAULTED PROPERTY -- THREE YEAR
Figure 9.4c NOTICE OF DIVIDED PUBLICATION -- THREE YEAR
Figure 9.5 NOTICE OF PUBLIC AUCTION OF TAX-DEFAULTED PROPERTY FOR DELINQUENT TAXES
Figure 9.5a NOTICE OF PUBLIC AUCTION OF TAX-DEFAULTED PROPERTY FOR DELINQUENT TAXES (INTERNET)
Figure 9.6 NOTICE OF SEALED BID SALE OF TAX-DEFAULTED PROPERTY FOR DELINQUENT TAXES
Figure 9.7a NOTICE OF AGREEMENT TO PURCHASE TAX-DEFAULTED PROPERTY (PURCHASE BY A CITY)
Figure 9.7b NOTICE OF AGREEMENT TO PURCHASE TAX-DEFAULTED PROPERTY (PURCHASE BY AN ENTITY OTHER THAN A CITY)
Figure 9.8 NOTICE OF RIGHT TO CLAIM EXCESS PROCEEDS (PARTIES OF INTEREST)
Figure 9.9 NOTICE OF SALE FOR UNSECURED PROPERTY TAXES

Chapter 10000 Sample Forms:

Sample # Name:
SCO 10-01 TAX CLEARANCE CERTIFICATE  (TCC)
SCO 10-02 CONDITIONAL TAX CLEARANCE CERTIFICATE
SCO 10-03 TAX LIABILITY CERTIFICATE

Chapter 13000  Sample Forms:

Sample # Name:
SCO 13-01 TRANSIENT OCCUPANCY TAX (TOT) CLEARANCE CERTIFICATE.