0204 TAX SALE SCRIPT – 06/08/05 «Collector»
«Parcel_Number» «Deactive__Roll_Back» «Property_Location»
«Owner»Parent parcel # - «Parent_Parcel»
«Address» «City_State_Zip»Exhibit# - «Exhibit»
Verified mail addressMLG&W Phone book Other ______
If verified mail address different than above list ______
______
Attempted to Contact No Contact Needs Research
Code______Date______Reason: ______Reason: ______
Code______Date______
Code______Date______
Code______Date______Date: ______
Who did info come from? ______Y = Yes
Telephone # ______N = No
Alt. Phone # ______U = Unknown
Relationship to owner? ______R = Refused
SCRIPT 1 - (Good Phone number)
INTROYNUR
Good __morning /afternoon____ Mr. or Mrs. Taxpayer. My name is ______
from the Shelby CountyTrustee Office.
I am calling to update our records for property located at «Property_Location» .
Are you the current owner of this property? (if no go to script 2)
Verify owners name. (If not same as our records go to script 4)
Are there any additional owners? (If yes go to Script 6)
SCRIPT 2 - (Third Party)
YNUR
Our records indicate the owner of this property being «Owner».
Is this correct? (if yes continue to script 3, if no go to script 4)
SCRIPT 3 - (Third Party Con’t)
YNUR
Are their any persons other than owner who share an ownership interest in the property?
If yes, who are the additional owner(s)/address and phone # (s)? (if more than 3, list on back)
Name ______
Address ______
City/State/Zip ______
Telephone ______
What is your relationship to the Owner? ______
What is owner phone number(s)? ______
Where is owner employed? ______
What is owner’s employer’s phone number? ______
Would you please have ____owner(s) / additional owner(s) ______call me at ______.
My work hours are 8:00-4:30 Monday through Friday.
SCRIPT 4 (Current Owner is not the owner per our records)
YNUR
Who is the owner of this property? ______
Did the new owner come to own the property through a Sale from
«Owner»?
If yes, approximately when was the property sold? ______
If no, how did the new owner come to own the property? ______
(if answer is previous owner deceased, go to script 5)
What is the instrument number? ______
What is the date of the deed of transfer? ______
What is the new owner (s) correct mailing address? ______
______
Are there any other persons who share an ownership interest in the property?
If yes, Who are the additional owner (s) and what are their phone # (s) and mailing
Address (s) (if more than 3, list on back)
Name ______
Address ______
City/State/Zip ______
Telephone ______
SCRIPT 5 – (Heirs)
YNUR
Is «Owner» deceased?
If alive, then end.
If deceased, ask the following questions:
Did Owner have a Will?
If “Yes”, then end.
If “No”, ask the following:
Does «Owner» have any living ______? (Check each class below in succession. Stop when the answer is “Yes”)
Spouse______
Children ______
Grandchildren______
Parents______
Siblings______
Grandparents______
Cousins______
Please list name, address and phone number of living relatives in class marked above. Get as many names, addresses and phone #’s as possible. (if more than 3, list on back)
Name ______
Address ______
City/State/Zip ______
Telephone ______
Is this a complete list of living relatives marked above?
SCRIPT 6 – (Multiple Owners)
YNUR
Are there any additional owners?
For each owner ask their Name, Home #, Place of employment and phone #,
Address and any other phone # they can be reached at. (if more than 3, list on back)
Name ______
Address ______
City/State/Zip ______
Telephone ______
Employer ______
Work Phone ______
SCRIPT 7 – (Final Script)
YNUR
Our records show your address as «Address».
«City_State_Zip»
Is this correct? (If no, include new address below)
______
Has Change of Address card been sent to the owner?
Are there any additional phone number (s) to reach you?
______, ______
Are you currently under Bankruptcy?
(If Yes, include Case #, Atty. Name, and phone #.) ______
______
Our records show delinquent taxes due in the amount of ______. (See STAR)
Your property is in our upcoming Tax Sale. When can we expect payment in full? ______
Do you currently have a mortgage on the property?
Who is your Mortgage Company? ______
Do you have a Payment Book?
What is their Address and Phone #? ______
______
What is the mailing Address where you send your Mortgage Payment?
______
Who is your contact at the Mortgage Company or Bank? ______
What is your Loan Number? ______
Taxpayer said they do not want to keep property