Estate Asset Research Report

Eleanor Ruth Vasquez

Eleanor Ruth Reyes (maiden name)

Date of death

2024-03-15

Prepared for

Sample Law Group LLP

Prepared on

2026-09-08

Case reference

SAMPLE-2024-001

Sources searched: California unclaimed property bulk file dated 2026-08-19 (automated).

Prepared for professional use by the addressee.

Summary

Tier A (≥85)

Tier B (70–84)

Tier C (40–69)

Total candidates

Sources searched

State	Mode	Date searched	Note
CA	bulk	2026-09-01	California unclaimed property bulk file dated 2026-08-19 (automated)

61 candidates were evaluated; 5 met the minimum score threshold and are listed below. The remaining 56 were excluded because their match scores fell below the reporting threshold.

Every listing is as of the state bulk file or portal on the date shown; verify live before filing.

Findings

CA

A Tier A

VASQUEZ, ELEANOR R $2,183.47

LOS ANGELES, 90024 · First National Bank of Sample County · Checking/savings accounts · Reported 2012

Exact last-name and first-name match on owner record.
City and ZIP match the Los Angeles residence on file (1975–2010).
Middle initial ‘R’ matches middle name ‘Ruth’.

Property ID: CA-SAMPLE-001 · Official claim link

VASQUEZ, ELEANOR R & VASQUEZ, MARTIN C 74.500 shares

SAN DIEGO, 92103 · Sample Mutual Savings · Securities/mutual funds · Reported 2021

Co-owners: VASQUEZ, ELEANOR R, VASQUEZ, MARTIN C

Multiple owners listed

Exact last-name and first-name match on owner record.
City and ZIP match the San Diego residence on file (2010–2024).
This listing has multiple co-owners; the estate may share the claim.

Property ID: CA-SAMPLE-002 · Official claim link

VASQUEZ, ELEANOR $141.00

SAN DIEGO, 92103 · Coastal Utilities Inc. · Utility deposits/refunds · Reported 2019

Exact last-name match; first name matches without middle initial.
City and ZIP match the San Diego residence on file.

Property ID: CA-SAMPLE-003 · Official claim link

B Tier B

REYES, ELEANOR R $500–$1,000

LOS ANGELES, 90024 · Sample State Insurance Co. · Insurance proceeds · Reported 2008

Last name ‘Reyes’ matches maiden name on file.
City and ZIP match the Los Angeles residence on file (1975–2010).
Middle initial ‘R’ matches.

Property ID: CA-SAMPLE-004 · Official claim link

C Tier C

VASQUEZ, E R Amount not published by state

LOS ANGELES, 90000 · California Franchise Tax Board · Tax refunds/overpayments · Reported 2005

Claim paid per state data

Last-name match; first name is initial only (‘E’), consistent with Eleanor.
ZIP partially matches Los Angeles area but differs in final two digits.
State data indicates this claim has already been paid.

Property ID: CA-SAMPLE-005 · Official claim link

Credential-Gated Checklist

The following sources require credentials or personal information that EstateMarshal does not collect. These are executor-run steps. EstateMarshal does not run these searches and never collects Social Security numbers.

Source	Requires	Notes
TreasuryHunt	SSN of the decedent	Search for matured, unredeemed U.S. savings bonds.
DOL Retirement Savings Lost & Found	Login.gov account (self only; cannot search on behalf of a decedent)	Search for unclaimed retirement plan assets.
NAIC Life Insurance Policy Locator	Decedent’s SSN and date of death; requestor must be a beneficiary or authorised representative	Search for life insurance policies and annuity contracts.
PBGC Unclaimed Pensions	Name search (SSN optional for narrowing)	Search for unclaimed pension benefits from terminated plans.
HUD/FHA Mortgage Insurance Refunds	Name and last known address	Search for refunds from FHA-insured mortgages.
Social Security Lump-Sum Death Payment	Surviving spouse or eligible child applies at the local SSA office	One-time $255 payment to an eligible surviving spouse or child.
VA Benefits	Veteran status; surviving dependents apply through VA	Burial allowances, DIC, accrued benefits for eligible survivors.
IRS Final-Year Refund (Form 1310)	Filed by the personal representative or surviving spouse	Claim a refund due on the decedent’s final tax return.
Unpaid Final Wages	Contact the decedent’s last employer; varies by state law	Wages earned but unpaid at the time of death.

Documents Typically Required to Claim

The following documents are commonly required by state unclaimed property offices for estate claims. Requirements vary by state; consult each state's official claim instructions.

Certified death certificate (most states require an original or certified copy)
Letters testamentary or letters of administration issued by the probate court
Government-issued photo ID of the claimant (personal representative)
Proof of the decedent’s address (utility bill, tax return, or similar)
Completed claim form from the state’s unclaimed property office

Securities Appendix

One or more listings in this report involve securities (stocks, bonds, or mutual fund shares). When a securities holding is reported as unclaimed property, the state typically liquidates the shares after a holding period and holds the cash proceeds. However, some states still hold the original shares.

If the listing shows shares rather than a dollar amount, the property may still be held in share form. The value depends on the current share price and the number of shares, which may have changed since the property was reported.

To determine the current status, contact the state's unclaimed property office or the transfer agent for the security. The transfer agent handles ownership records for the issuer; you can identify them through the SEC's EDGAR database: SEC EDGAR Company Search.

Names and Variants Searched

Eleanor Ruth Vasquez (legal)
Eleanor Ruth Reyes (maiden)

Variants Expanded

Query	Kind	Weight	Reason
VASQUEZ ELEANOR RUTH	legal	1.0	legal name
VASQUEZ ELEANOR	legal	0.9	without middle
VASQUEZ ELEANOR R	legal	0.9	middle initial only
VASQUEZ E	legal	0.5	first initial only
VASQUEZ ELLIE	legal	0.75	nickname ELLIE for ELEANOR
REYES ELEANOR RUTH	maiden	0.9	maiden name (legal)
REYES ELEANOR R	maiden	0.85	maiden name (middle initial)

Sources and Dates

Source	Mode	Date	Coverage note
us-ca	bulk	2026-09-01	California unclaimed property bulk file dated 2026-08-19 (automated)

Limitations

This report is based on bulk data files and public portal searches as of the dates shown. State databases are updated on varying schedules; new property may appear after the search date.
Matching is based on name, city, ZIP code, and era of residence. It is not a guarantee of identity; independent verification is required before filing a claim.
This report does not cover all states or all sources of unclaimed property. States not listed under "Sources searched" were not included in this report.
Federal sources that require credentials (SSN, Login.gov) were not searched; they appear in the credential-gated checklist above.

Disclosures

EstateMarshal.com · 156 Whitehead Avenue, Sayreville, NJ 08872 · [email protected]

EstateMarshal is a private research service and is not affiliated with any government agency. Searching and claiming unclaimed property is free directly from each state.

This report states facts and links to official instructions. It does not advise on entitlement, priority among heirs, or how to draft any document.