Tax Deed Due Diligence — Sample Report

AUCTION DUE DILIGENCE · $199 PACKAGE · ILLUSTRATIVE SAMPLE

Not an actual property or auction. This anonymized composite demonstrates how a customer report organizes a tax-deed investigation. Property identifiers, dates, amounts and evidence labels below are fictional or generalized; no public records were searched for this sample. A delivered report uses property-specific records, dated findings and direct source references.

Property & Auction Overview

Property: Example Florida residential parcel (location withheld) · Transaction: Tax deed auction · Case / parcel: Omitted in sample · Overall research concern: HIGH (illustrative). Auction status and redemption may change before sale.

At a Glance

A tax-deed filing and scheduled auction are shown in the example Clerk file. The recorded owner’s estate has not been reconciled to later claimants. A county utility lien is listed, but its present balance and treatment at sale are unknown. The parcel is assessed with a manufactured home; the home’s certificate-of-title status remains unresolved. These are research concerns, not findings that title is defective or that a lien will survive.

Illustrative Individual Findings

FindingConcernExample observation / next step
F-01 · Auction statusHighClerk case lists a future sale; confirm current sale, redemption and amount immediately before bidding. Example evidence: E-01.
F-02 · Ownership and estateHighA deed names an individual owner, while later quitclaims assert interests without showing how grantors acquired them. Obtain estate and intervening-title records; refer legal effect to Florida title/probate counsel. E-02–03.
F-03 · County utility lienHighA recorded county lien is listed; original amount is not a payoff. Verify release, written current balance and potential statutory survival with the issuer and title counsel. E-04.
F-04 · Manufactured homeHighTax assessment alone does not establish that each home title was retired or that land and home have common ownership. Check VIN-specific title/retirement evidence. E-05.
F-05 · Value and occupancyNot DeterminedNo inspection, confirmed occupant information or adjusted comparable analysis is available. Do not infer an as-is value or possession cost. E-06.

Example Evidence Appendix

E-01: County Clerk tax-deed case and sale calendar (example case/date). E-02: Last vesting deed (example book/page). E-03: Later recorded instruments and probate index (example search scope). E-04: County utility lien and payoff-status request (example). E-05: Appraiser and manufactured-home title/retirement records (example). E-06: Inspection, occupancy and valuation sources not reviewed. In an actual report, each entry identifies its custodian, document number, direct link, search/review date, records-through basis and verification status.

Unresolved Questions & Next Steps

  • Establish the recorded owner-to-claimant chain and whether an estate or court order affects title.
  • Obtain a current direct/inverse title search, utility-lien status and written payoff where applicable.
  • Verify the manufactured home’s VINs, title status and ownership; refresh sale/redemption status before any bid.
  • Use a Florida-licensed title professional or attorney for notice, lien survival, ownership and insurability questions.

Research limits: AuctionIntel AI reports organize available public-record evidence; they are not certified title searches, legal opinions, lien-clearance guarantees, title insurance, appraisals, inspections or bid recommendations. Unsearched sources and conflicting records are identified, not assumed clear. Delivery timeframe is confirmed after the request and scope are reviewed.

Sample only — not for bidding or reliance on any property. The existing $149 sample report remains a separate example.