Claim For Reassessment Exclusion For Transfer Between Parent And Child (Before 02-16-21) (Alameda) {BOE-58-AH}

BOE-58-AH - CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN PARENT AND CHILD. This form is used in Alameda County, California, to claim a property tax reassessment exclusion for eligible transfers of real property between parents and children that occurred on or before February 15, 2021. Filed with the County Assessor, it helps determine whether a transfer qualifies to avoid reassessment under Revenue and Taxation Code section 63.1. The form collects details about the property, transferors and transferees, ownership interests, and prior exclusion claims. Both parties must certify eligibility, and supporting documents (such as trust or probate records) may be required. Timely filing is important to ensure the exclusion applies from the correct assessment year. Revenue and Taxation Code, Section 63.1, In order to qualify for this exclusion, a claim form must be completed and signed by the transferors and a transferee and filed with the Assessor. A claim form is timely filed if it is filed within three years after the date of purchase or transfer, or prior to the transfer of the real property to a third party, whichever is earlier. If a claim form has not been filed by the date specified in the preceding sentence, it will be timely if filed within six months after the date of mailing of a notice of supplemental or escape assessment for this property. If a claim is not timely filed, the exclusion will be granted beginning with the calendar year in which you file your claim. Complete all of Sections A, B, and C and answer each question or your claim may be denied. Proof of eligibility, including a copy of the transfer document, trust, or will, may be required. In situations where all information is not known by the due date, the parties should file this claim with as much information as possible, and later amend the claim with any revised information. For transfers occurring on or after February 16, 2021, please file form BOE-19-P, Claim for Reassessment Exclusion for Transfer Between Parent and Child Occurring on or After February 16, 2021. www.FormsWorkflow.com