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Preliminary Change Of Ownership Report (Alameda County) BOE-502-A - California
| Preliminary Change Of Ownership Report (Alameda County) Form. This is a California form and can be used in Alameda Local County . |
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BOE-502-A (FRONT) REV. 10 (8-07) PRELIMINARY CHANGE OF OWNERSHIP REPORT [To be completed by transferee (buyer) prior to transfer of subject property in accordance with section 480.3 of the Revenue and Taxation Code.] A Preliminary Change of Ownership Report must be filed with each conveyance in the County Recorder's office for the county where the property is located; this particular form may be used in all 58 counties of California. THIS REPORT IS NOT A PUBLIC DOCUMENT ASSESSOR'S USE ONLY SELLER/TRANSFEROR: BUYER/TRANSFEREE: ASSESSOR'S PARCEL NUMBER(S) PROPERTY ADDRESS OR LOCATION: MAIL TAX INFORMATION TO: Name Address Phone Number (8 a.m.-5 p.m.) ( N.S.P.: APR.: USE NBHD ) NOTICE: A lien for property taxes applies to your property on January 1 of each year for the taxes owing in the following fiscal year, July 1 through June 30. One-half of these taxes is due November 1, and one-half is due February 1. The first installment becomes delinquent on December 10, and the second installment becomes delinquent on April 10. One tax bill is mailed before November 1 to the owner of record. You may be responsible for the current or upcoming property taxes even if you do not receive the tax bill. The property which you acquired may be subject to a supplemental assessment in an amount to be determined by the Alameda County Assessor. For further information on your supplemental roll obligation, please call the Alameda County Assessor at (510) 272-3787. PART I: TRANSFER INFORMATION (please answer all questions) YES NO A. Is this transfer solely between husband and wife (addition of a spouse, death of a spouse, divorce settlement, etc.)? B. Is this transaction only a correction of the name(s) of the person(s) holding title to the property (for example, a name change upon marriage)? Please explain C. Is this document recorded to create, terminate, or reconvey a lender's interest in the property? D. Is this transaction recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest (e.g., cosigner)? Please explain E. Is this document recorded to substitute a trustee of a trust, mortgage, or other similar document? F. Did this transfer result in the creation of a joint tenancy in which the seller (transferor) remains as one of the joint tenants? G. Does this transfer return property to the person who created the joint tenancy (original transferor)? H. Is this a transfer of property: 1. to a revocable trust that may be revoked by the transferor and is for the benefit of the transferor transferor's spouse? 2. to a trust that may be revoked by the Creator/Grantor who is also a joint tenant, and which names the other joint tenant(s) as beneficiaries when the Creator/Grantor dies? 3. to an irrevocable trust for the benefit of the Creator/Grantor and/or Grantor's spouse? 4. to an irrevocable trust from which the property reverts to the Creator/Grantor within 12 years? I. If this property is subject to a lease, is the remaining lease term 35 years or more including written options? *J. Is this a transfer between parent(s) and child(ren)? from grandparent(s) to grandchild(ren)? or *K. Is this transaction to replace a principal residence by a person 55 years of age or older? Within the same county? Yes No *L. Is this transaction to replace a principal residence by a person who is severely disabled as defined by Revenue and Taxation Code section 69.5? Within the same county? Yes No M. Is this transfer solely between domestic partners currently registered with the California Secretary of State? *If you checked yes to J, K or L, you may qualify for a property tax reassessment exclusion, which may result in lower taxes on your property. If you do not file a claim, your property will be reassessed. Please provide any other information that will help the Assessor to understand the nature of the transfer. If the conveying document constitutes an exclusion from a change in ownership as defined in section 62 of the Revenue and Taxation Code for any reason other than those listed above, set forth the specific exclusions claimed: . Please answer all questions in each section. If a question does not apply, indicate with "N/A." Sign and date at bottom of second page. PART II: OTHER TRANSFER INFORMATION A. B. Date of transfer if other than recording date Type of transfer (please check appropriate box): Purchase Foreclosure Gift Trade or Exchange Merger, Stock, or Partnership Acquisition Contract of Sale -- Date of Contract Inheritance -- Date of Death Other (please explain): Creation of Lease Assignment of a Lease Termination of a Lease Sale/Leaseback Date lease began Original term in years (including written options) Remaining term in years (including written options) Monthly Payment Remaining Term C. Was only a partial interest in the property transferred? Yes No If yes, indicate the percentage transferred %. American LegalNet, Inc. www.FormsWorkflow.com BOE-502-A (BACK) REV. 10 (8-07) Please write Assessor's Parcel Number(s): Please answer, to the best of your knowledge, all applicable questions, then sign and date. If a question does not apply, indicate with "N/A." PART III: PURCHASE PRICE AND TERMS OF SALE A. CASH DOWN PAYMENT OR value of trade or exchange (excluding closing costs) Amount $ _____________ B. FIRST DEED OF TRUST @ ___________ % interest for __________ years. Pymts./Mo. = $ __________(Prin. & Int. only) Amount $ _____________ FHA( ___________ Discount Points) Fixed rate New loan Conventional Variable rate Assumed existing loan balance VA ( ____________ Discount Points) All inclusive D.T. ($ ______________ Wrapped) Bank or savings & loan Cal-Vet Loan carried by seller Finance company Balloon payment Yes No Due Date _____________________ Amount $ ___________________ C. SECOND DEED OF TRUST @ _________ % interest for __________ years. Pymts./Mo. = $ __________(Prin. & Int. only) Amount $ _____________ Bank or savings & loan Fixed rate New loan Loan carried by seller Variable rate Assumed existing loan balance Balloon payment Yes No Due Date _____________________ Amount $ ___________________ D. OTHER FINANCING: Is other financing involved not covered in (b) or (c) above? Yes No Amount $ _____________ Type ______________ @ _____________ % interest for __________ years. Pymts./Mo. = $ __________(Prin. & Int. only) Bank or savings & loan Fixed rate New loan Loan carried by seller Variable rate Assumed existing loan balance Balloon payment Yes No Due Date ___
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