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Change In Ownership Statement (San Francisco) BOE-502-AH - California
| Change In Ownership Statement (San Francisco) Form. This is a California form and can be used in Assessor-Recorder San Francisco Local County . |
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BOE-502-AH (P1) REV. 14 (11-11) CHANGE IN OWNERSHIP STATEMENT This statement represents a written request from the Assessor. )DLOXUH WR ¿OH ZLOO UHVXOW LQ WKH DVVHVVPHQW RI D SHQDOW\ FILE THIS STATEMENT BY: Office of the Assessor-Recorder City and County of San Francisco 1 Dr. Carlton B. Goodlett Place, Room 190 San Francisco, CA 94102 www.sfassessor.org (415) 554-5596 7KH ODZ UHTXLUHV DQ\ WUDQVIHUHH DFTXLULQJ DQ LQWHUHVW LQ UHDO SURSHUW\ RU PDQXIDFWXUHG KRPH VXEMHFW WR ORFDO SURSHUW\ WD[DWLRQ DQG WKDW LV DVVHVVHG E\ WKH FRXQW\ DVVHVVRU WR ¿OH D &KDQJH LQ 2ZQHUVKLS 6WDWHPHQW ZLWK WKH &RXQW\ 5HFRUGHU RU $VVHVVRU 7KH &KDQJH LQ 2ZQHUVKLS 6WDWHPHQW PXVW EH ¿OHG DW WKH WLPH RI UHFRUGLQJ RU LI WKH WUDQVIHU LV QRW UHFRUGHG ZLWKLQ GD\V RI WKH GDWH RI WKH FKDQJH LQ RZQHUVKLS H[FHSW WKDW ZKHUH WKH FKDQJH LQ RZQHUVKLS KDV RFFXUUHG E\ UHDVRQ RI GHDWK WKH VWDWHPHQW VKDOO EH ¿OHG ZLWKLQ GD\V DIWHU WKH GDWH RI GHDWK RU LI WKH HVWDWH LV SUREDWHG VKDOO EH ¿OHG DW WKH WLPH WKH LQYHQWRU\ DQG DSSUDLVDO LV ¿OHG 7KH IDLOXUH WR ¿OH D &KDQJH LQ 2ZQHUVKLS 6WDWHPHQW ZLWKLQ GD\V IURP WKH GDWH RI D ZULWWHQ UHTXHVW E\ WKH $VVHVVRU UHVXOWV LQ D SHQDOW\ RI HLWKHU RQH KXQGUHG GROODUV RU SHUFHQW RI WKH WD[HV DSSOLFDEOH WR WKH QHZ EDVH \HDU YDOXH UHÀHFWLQJ WKH FKDQJH LQ RZQHUVKLS RI WKH UHDO SURSHUW\ RU PDQXIDFWXUHG KRPH ZKLFKHYHU LV JUHDWHU EXW QRW WR H[FHHG ¿YH WKRXVDQG GROODUV LI WKH SURSHUW\ LV HOLJLEOH IRU WKH KRPHRZQHUV¶ H[HPSWLRQ RU WZHQW\ WKRXVDQG GROODUV LI WKH SURSHUW\ LV QRW HOLJLEOH IRU WKH KRPHRZQHUV¶ H[HPSWLRQ LI WKDW IDLOXUH WR ¿OH ZDV QRW ZLOOIXO 7KLV SHQDOW\ ZLOO EH DGGHG WR WKH DVVHVVPHQW UROO DQG VKDOO EH FROOHFWHG OLNH DQ\ RWKHU GHOLQTXHQW SURSHUW\ WD[HV DQG EH VXEMHFW WR WKH VDPH SHQDOWLHV IRU QRQSD\PHQW SELLER/TRANSFEROR $66(6625 6 3$5&(/ 180%(5 IMPORTANT NOTICE BUYER/TRANSFEREE ( BUYER'S DAYTIME TELEPHONE NUMBER ) 675((7 $''5(66 25 3+<6,&$/ /2&$7,21 2) 5($/ 3523(57< MAIL PROPERTY TAX INFORMATION TO (NAME) ADDRESS &,7< STATE =,3 &2'( YES NO 7KLV SURSHUW\ LV LQWHQGHG DV P\ SULQFLSDO UHVLGHQFH ,I <(6 SOHDVH LQGLFDWH WKH GDWH RI RFFXSDQF\ RU LQWHQGHG RFFXSDQF\ MO DAY YEAR 3$57 75$16)(5 ,1)250$7,21 YES NO Please complete all statements. $ 7KLV WUDQVIHU LV VROHO\ EHWZHHQ VSRXVHV (addition or removal of a spouse, death of a spouse, divorce settlement, etc.). % 7KLV WUDQVIHU LV VROHO\ EHWZHHQ GRPHVWLF SDUWQHUV FXUUHQWO\ UHJLVWHUHG ZLWK WKH &DOLIRUQLD 6HFUHWDU\ RI 6WDWH (addition or removal of a partner, death of a partner, termination settlement, etc.). & 7KLV LV D WUDQVIHU EHWZHHQ parent(s) and child(ren) grandparent(s) and grandchild(ren). * * D. This transaction is to replace a principal residence by a person 55 years of age or older. :LWKLQ WKH VDPH FRXQW\" YES NO YES NO * ( 7KLV WUDQVDFWLRQ LV WR UHSODFH D SULQFLSDO UHVLGHQFH E\ D SHUVRQ ZKR LV VHYHUHO\ GLVDEOHG DV GH¿QHG E\ 5HYHQXH DQG 7D[DWLRQ &RGH VHFWLRQ :LWKLQ WKH VDPH FRXQW\" F. This transaction is only a correction of the name(s) of the person(s) holding title to the property (e.g., a name change upon marriage). ,I <(6 SOHDVH H[SODLQ * 7KH UHFRUGHG GRFXPHQW FUHDWHV WHUPLQDWHV RU UHFRQYH\V D OHQGHU V LQWHUHVW LQ WKH SURSHUW\ + 7KLV WUDQVDFWLRQ LV UHFRUGHG RQO\ DV D UHTXLUHPHQW IRU ¿QDQFLQJ SXUSRVHV RU WR FUHDWH WHUPLQDWH RU UHFRQYH\ D VHFXULW\ LQWHUHVW (e.g., cosigner) ,I <(6 SOHDVH H[SODLQ , 7KH UHFRUGHG GRFXPHQW VXEVWLWXWHV D WUXVWHH RI D WUXVW PRUWJDJH RU RWKHU VLPLODU GRFXPHQW J. This is a transfer of property: WRIURP D UHYRFDEOH WUXVW WKDW PD\ EH UHYRNHG E\ WKH WUDQVIHURU DQG LV IRU WKH EHQH¿W RI WKH WUDQVIHURU DQGRU WKH WUDQVIHURU V VSRXVH UHJLVWHUHG GRPHVWLF SDUWQHU WRIURP D WUXVW WKDW PD\ EH UHYRNHG E\ WKH FUHDWRUJUDQWRUWUXVWRU ZKR LV DOVR D MRLQW WHQDQW DQG ZKLFK QDPHV WKH RWKHU MRLQW WHQDQWV DV EHQH¿FLDULHV ZKHQ WKH FUHDWRUJUDQWRUWUXVWRU GLHV WRIURP DQ LUUHYRFDEOH WUXVW IRU WKH EHQH¿W RI WKH FUHDWRUJUDQWRUWUXVWRU DQGRU JUDQWRU VWUXVWRU¶V VSRXVH JUDQWRU¶VWUXVWRU¶V UHJLVWHUHG GRPHVWLF SDUWQHU WRIURP DQ LUUHYRFDEOH WUXVW IURP ZKLFK WKH SURSHUW\ UHYHUWV WR WKH FUHDWRUJUDQWRUWUXVWRU ZLWKLQ \HDUV . 7KLV SURSHUW\ LV VXEMHFW WR D OHDVH ZLWK D UHPDLQLQJ OHDVH WHUP RI \HDUV RU PRUH LQFOXGLQJ ZULWWHQ RSWLRQV L. This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel EHLQJ WUDQVIHUUHG UHPDLQ H[DFWO\ WKH VDPH DIWHU WKH WUDQVIHU 0 7KLV LV D WUDQVIHU VXEMHFW WR VXEVLGL]HG ORZLQFRPH KRXVLQJ UHTXLUHPHQWV ZLWK JRYHUQPHQWDOO\ LPSRVHG UHVWULFWLRQV * 1 7KLV WUDQVIHU LV WR WKH ¿UVW SXUFKDVHU RI D QHZ EXLOGLQJ FRQWDLQLQJ DQ DFWLYH VRODU HQHUJ\ V\VWHP ,I \RX FKHFNHG <(6 WR VWDWHPHQWV & ' RU ( \RX PD\ TXDOLI\ IRU D SURSHUW\ WD[ UHDVVHVVPHQW H[FOXVLRQ ZKLFK PD\ DOORZ \RX WR PDLQWDLQ \RXU SUHYLRXV WD[ EDVH ,I \RX FKHFNHG <(6 WR VWDWHPHQW 1 \RX PD\ TXDOLI\ IRU D SURSHUW\ WD[ QHZ FRQVWUXFWLRQ H[FOXVLRQ $ FODLP IRUP PXVW EH ¿OHG DQG DOO UHTXLUHPHQWV PHW LQ RUGHU WR REWDLQ DQ\ RI WKHVH H[FOXVLRQV &RQWDFW WKH $VVHVVRU IRU FODLP IRUPV 3OHDVH SURYLGH DQ\ RWKHU LQIRUPDWLRQ WKDW ZLOO KHOS WKH $VVHVVRU XQGHUVWDQG WKH QDWXUH RI WKH WUDQVIHU THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION American LegalNet, Inc. www.FormsWorkFlow.com BOE-502-AH (P2) REV. 14 (11-11) 3$57 27+(5 75$16)(5 ,1)250$7,21 $ 'DWH RI WUDQVIHU LI RWKHU WKDQ UHFRUGLQJ GDWH B. Type of transfer: 3XUFKDVH )RUHFORVXUH Gift 7UDGH RU H[FKDQJH Check and complete as applicable. 0HUJHU VWRFN RU SDUWQHUVKLS DFTXLVLWLRQ )RUP %2(% Inheritance. Date of death: &RQWUDFW RI VDOH 'DWH RI FRQWUDFW 6DOHOHDVHEDFN &UHDWLRQ RI D OHDVH Assignment of a lease Termination of a lease. Date lease began: Remaining term in years (including written options): Original term in years (including written options): 2WKHU 3OHDVH H[SODLQ & 2QO\ D SDUWLDO LQWHUHVW LQ WKH SURSHUW\ ZDV WUDQVIHUUHG YES NO ,I <(6 LQGLFDWH WKH SHUFHQWDJH WUDQVIHUUHG % PART 3. PURCHASE PRICE AND TERMS OF SALE Down payment: $ Interest rate: % Check and complete as applicable. $ $ 7RWDO SXUFKDVH RU DFTXLVLWLRQ SULFH 'R QRW LQFOXGH FORVLQJ FRVWV RU PRUWJDJH LQVXUDQFH Seller-paid points or closing costs: $ Balloon payment: $ Loan carried by seller $VVXPSWLRQ RI &RQWUDFWXDO $VVHVVPHQW ZLWK D UHPDLQLQJ EDODQFH RI $ $Q DVVHVVPHQW XVHG WR ¿QDQFH SURSHUW\VSHFL¿F LPSURYHPHQWV WKDW FRQVWLWXWHV D OLHQ DJDLQVW WKH UHDO SURSHUW\ 7KURXJK UHDO HVWDWH EURNHU %URNHU QDPH 3KRQH QXPEHU % 7KH SURSHUW\ ZDV SXUFKDVHG Direct from seller 2WKHU 3OHDVH H[SODLQ ( ) From a family member & 3OHDVH H[SODLQ DQ\ VSHFLDO WHUPV VHOOHU FRQFHVVLRQV ¿QDQFLQJ DQG DQ\ RWKHU LQIRUPDWLRQ HJ EX\HU DVVXPHG WKH
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