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93.34. (a) Entry into a safe deposit box of a decedent shall be permitted if the person desiring entry is accompanied by a representative of the Department. The form to be completed shall be substantially the same as the one provided for in 93.32 (relating to inventory form).
Good things to store in your safe deposit box are important items that you wont need frequent access to, including: Personal papers, such as original birth certificates, adoption papers, marriage licenses, and citizenship papers. Copiesbut not the only copiesof wills and powers of attorney.
Safe deposit boxes are a good place to keep hard-to-replace documents such as contracts and business papers, military discharge papers, and physical stock and bond certificates, along with small collectibles and family heirlooms.
What To Keep in a Safe Deposit Box Birth certificates. Marriage certificates. Title papers for your vehicle. Deed to your home. Important legal documents. Paper bonds and stock certificates.
Which documents should be stored in a safe-deposit box? Mortgage loan papers. The purpose of having a safe deposit box is to have a fireproof, secure place to store valuables and irreplaceable items including legal documents such as a birth certificate and precious jewelry.
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Safe deposit box Most banks or credit unions offer safe deposit boxes. Some banks will offer a discount if youre a current customer as well. A safe deposit box is perfect for storing original documents, like birth certificates, wills, social security information, annual tax returns, and power of attorney.
Can the IRS get into my box? IRS representatives cannot arbitrarily gain access to your box. However, they can serve a Notice of Levy or Seizure requiring us to freeze your box. The IRS requests that you open the box in the presence of their representatives.
California Probate Code 331 controls access to a safe deposit box after the death of decedent. If the decedent owned the safe deposit box with a spouse or another person, then that person will have access to it.

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