Change in Ownership
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REASON FOR UPDATE
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REQUIRED DOCUMENTATION
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NAME CHANGE
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| An individual's name changes (marriage, divorce or legal name change) |
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Copy of marriage certificate or divorce decree reinstating maiden name or court order evidencing name change |
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| Company or corporation changes its name only |
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Certificate of Name Change (verification of Tax I.D. to be used should be included) |
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| Company or corporation's name changes due to merger |
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Certificate of Merger (If Tax I.D.'s are changing, then appropriate recorded conveyances need to be included) |
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PURCHASE OR SALE OF INTEREST
| Royalty Interest (RI), Overriding Royalty Interest (O) or Working Interest (WI) |
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Copy of appropriate conveyance recorded in the county in which the property is located evidencing the acquisition or sale of the property (State and federal interests require filing agency appropriate forms for approvals) |
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TRUSTS / PARTNERSHIPS
| Trust or Partnership is created |
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Copy of Trust Agreement or Partnership Agreement and appropriate recorded conveyance transferring interest to the trust or partnership (verification of Tax I.D. to be used should be included) |
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| Change of Trustee (Death) |
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Recorded instrument evidencing death of Trustee and appointment of Successor Trustee (Copy of Trust Agreement) |
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| Change of Trustee (Resignation) |
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Recorded instrument evidencing Trustee resignation and appointment of Successor Trustee (Copy of Trust Agreement) |
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| Trust or Partnership is terminated |
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Copy of Dissolution of Trust or Partnership and appropriate recorded Conveyances (verification of Tax I.D. to be used should be included) |
DEATH OF OWNER
| Owner dies testate (with a will) and probate proceedings are to be Copy of Last Will & Testament conducted in the same state in which the properties are located |
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Copy of Last Will & Testament
Order Admitting Will to Probate
Letters Testamentary
Evidence debts and taxes are paid
Final Decree of Distribution (if appropriate)
Appropriate recorded conveyances |
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| Owner dies testate (with a will) and probate proceedings are to be conducted in a state other than the state(s) in which the properties are located property |
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Recorded Exemplified copy of Probate proceedings will be required in every state in which the deceased owned property |
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| Owner dies testate (with a will) and probate proceedings have not been filed |
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Certified copy of death certificate
Certified copy of Last Will and Testament
Properly executed and recorded Affidavit of Heirship completed by disinterested party
Agreement from devisees to not probate the will |
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Owner dies interstate (without a will)
(All states except North Dakota) |
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Letters of Administration
Death Certificate
Affidavit of Heirship or appropriate Recorded Conveyance |
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DEATH OF CO-OWNER
| Joint Tenant (with Rights of Survivorship) |
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Certified copy of death certificate of deceased joint tenant |
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| Tenants by Entirety |
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Certified copy of death certificate of deceased joint tenant |
| Life Tenant |
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Certified copy of death certificate of life tenant
Names, addresses and Tax I.D. numbers of Remaindermen |
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| Tenant in Common |
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Pertinent "Death of Owner" documents |
GUARDIANSHIP
| Owner declared incompetent |
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Court issued Letter of Guardianship naming guardian |
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| Owner, previously "a minor," reaches legal age |
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Copy of birth certificate |
Upon review, additional documentation may be needed after submittal
