Research plan

Evidence (15)

  • Decision report: TAKEUCHI JOHN M JR not outreach-readydecision

    Decision: NOT OUTREACH-READY / not worth investigating further in this batch. Lead: 229 / property 1031480658. Owner: TAKEUCHI JOHN M JR. Old address: 847 ADDISON ST, BERKELEY, CA 94710. Reason: insufficient route quality: usable_source_count=0, phones=0, emails=0, addresses=0 The lead was researched and did not meet the current threshold of one usable phone, one usable SMS, and one usable mailing/physical address with adequate identity confidence. It is not being left for human review.

    agent research
  • find_contact_from_address combined trace for TAKEUCHI JOHN M JRcontact_trace

    { "top_phones": [], "top_emails": [], "top_addresses": [] }

    find_contact_from_address
  • California Courts Find Your Courtsource_link

    Judicial Branch Find Your Court page instructs users to enter a 5-digit California ZIP code or a city name.

    California Courts Find Your Court
  • SCO Investigator Handbook & Formssource_link

    SCO provides Investigator Handbook, Standard Investigator Agreement, and owner/heir filing instructions. Owner guide requires completed Claim Affirmation Form, ID, SSN/ITIN proof, address/ownership proof as needed; notarization is required for value >= $1,000, safe-deposit contents, or securities including stocks/mutual funds/bonds/debentures. Foreign citizens without SSN/ITIN must provide W-8BEN and passport pages. Multiple owners each must sign.

    SCO Investigator Handbook & Forms
  • SCO downloadable property recordssource_link

    SCO mirror row contains holder and property-type context suitable for recoverability prioritization.

    SCO downloadable property records
  • TruePeopleSearchsource_link

    Owner name plus U.S.-style mailing address provide a plausible directory lookup route, pending direct corroboration.

    TruePeopleSearch
  • Google Mapssource_link

    Owner mailing address appears complete enough for a current map/location contact-route check.

    Google Maps
  • CSAC county website mapsource_link

    Attempted CSAC counties directory; extraction failed with document_antibot/internal-server error. Use county routing only if a specific local record is needed.

    CSAC county website map
  • CDPH Vital Recordssource_link

    No estate/decedent indicator found in mirror data; vital-record attempt returned a negative signal.

    CDPH Vital Records
  • California Courts Superior Courts directorysource_link

    Probate-court routing source attempted; county context missing, leaving docket venue unresolved.

    California Courts Superior Courts directory
  • LinkedInsource_link

    Search attempt did not produce a deterministic owner identity confirmation.

    LinkedIn
  • SCO downloadable property recordssource_link

    SCO mirror lists 1 active owner row(s): TAKEUCHI JOHN M JR (primary).

    SCO downloadable property records
  • SCO downloadable property recordssource_link

    SCO mirror row is active with current balance and no completed removal signal.

    SCO downloadable property records
  • California SCO Unclaimed Property Searchsource_link

    Mirror indicates property remains active; treated as likely visible on California SCO ClaimIt portal.

    California SCO Unclaimed Property Search
  • ClaimTrace research scoring summarymemo

    Imported from ClaimTrace v2 research scoring: 56/100 (55.76/100 adjusted points). Plan ID: 99b53285-d2bc-4df9-a5a2-aede2ff66cdc Status: in_progress Category scores: - claim_status: 16.2/20 — SCO mirror indicates active property listing status. Pending claims count=0; paid claims count=0; estate source not assigned for this category. All assigned claim-status sources were attempted. - owner_identity: 8.4/20 — SCO owner rows provide a baseline owner identity; non-SCO assigned sources were attempted but did not yield deterministic corroboration in this run. - legal_entitlement: 5.31/20 — Assigned legal-entitlement sources attempted (count=2). No deterministic authority record was confirmed in automation; path remains document-dependent. Court/entity/document requirements remain partially unresolved pending record-level follow-up. - contactability: 12.45/20 — Assigned contactability sources attempted (count=2). A mailing-address route is present in source mirrors. At least one source produced a positive contactability signal. Multi-source assignment slightly increased confidence while preserving caution. - property_context: 7.38/10 — Property context sources attempted (count=1). Holder context=TD AMERITRADE CLEARING INC.; property_type=SC20. Holder and property-type context are both present in the SCO mirror baseline. County/locality context exists for routing and prioritization. Assigned sources produced a favorable context profile. - claim_requirements: 6.02/10 — Official SCO requirements identified; burden driven by high-value notarization, securities documentation.