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Claim For Reassessment Exclusion For Transfer Between Parent And Child (Santa Clara) BOE-58-AH - California
| Claim For Reassessment Exclusion For Transfer Between Parent And Child (Santa Clara) Form. This is a California form and can be used in Assessor Santa Clara Local County . |
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BOE-58-AH (P1) REV. 15 (06-11) County Assessor, 70 West Hedding St, East Wing, 5th Floor, San Jose, California 95110-1770 Ph: (408) 299-5540 FAX (408) 297-9526, Web: http://www.scc-assessor.org E-Mail: Prop58@asr.sccgov.org Lawrence E. Stone Assessor ¢1R KDEOD ,QJOHV" /D 2¿FLQD GHO 7DVDGRU WLHQH HPSOHDGRV TXH KDEODQ (VSDxRO /OiPHQRV DO CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN PARENT AND CHILD NAME AND MAILING ADDRESS (Make necessary corrections to the printed name and mailing address.) A. PROPERTY ASSESSOR'S PARCEL NUMBER PROPERTY ADDRESS CITY RECORDER'S DOCUMENT NUMBER DATE OF PURCHASE OR TRANSFER PROBATE NUMBER (if applicable) DATE OF DEATH (if applicable) DATE OF DECREE OF DISTRIBUTION (if applicable) The disclosure of social security numbers is mandatory as required by Revenue and Taxation Code section 63.1. [See Title 42 United 6WDWHV &RGH VHFWLRQ F & L ZKLFK DXWKRUL]HV WKH XVH RI VRFLDO VHFXULW\ QXPEHUV IRU LGHQWL¿FDWLRQ SXUSRVHV LQ WKH DGPLQLVWUDWLRQ RI DQ\ WD[@ $ IRUHLJQ QDWLRQDO ZKR FDQQRW REWDLQ D VRFLDO VHFXULW\ QXPEHU PD\ SURYLGH D WD[ LGHQWL¿FDWLRQ QXPEHU LVVXHG E\ WKH ,QWHUQDO 5HYHQXH Service. The numbers are used by the Assessor and the state to monitor the exclusion limit. B. TRANSFEROR(S)/SELLER(S) (additional transferors please complete "B" on the reverse) 1. Print full name(s) of transferor(s) 2. Social security number(s) 3. Family relationship(s) to transferee(s) If adopted, age at time of adoption 4. Was this property the transferor's principal residence? Homeowners' Exemption Yes No If yes, please check which of the following exemptions was granted or was eligible to be granted on this property: Disabled Veterans' Exemption Yes No +DYH WKHUH EHHQ RWKHU WUDQVIHUV WKDW TXDOL¿HG IRU WKLV H[FOXVLRQ" If yes, SOHDVH DWWDFK D OLVW RI DOO SUHYLRXV WUDQVIHUV WKDW TXDOL¿HG IRU WKLV H[FOXVLRQ 7KLV OLVW VKRXOG LQFOXGH IRU HDFK SURSHUW\ WKH &RXQW\ Assessor's parcel number, address, date of transfer, names of all the transferees/buyers, and family relationship. Transferor's principal UHVLGHQFH PXVW EH LGHQWL¿HG 6. Was only a partial interest in the property transferred? 7. Was this property owned in joint tenancy? Yes No Yes No If yes, percentage transferred % 8. If the transfer was through the medium of a trust, you must attach a copy of the trust. CERTIFICATION , FHUWLI\ RU GHFODUH XQGHU SHQDOW\ RI SHUMXU\ XQGHU WKH ODZV RI WKH 6WDWH RI &DOLIRUQLD WKDW WKH IRUHJRLQJ DQG DOO LQIRUPDWLRQ KHUHRQ LQFOXGLQJ DQ\ DFFRPSDQ\LQJ VWDWHPHQWV RU GRFXPHQWV LV WUXH DQG FRUUHFW WR WKH EHVW RI P\ NQRZOHGJH DQG WKDW , DP WKH SDUHQW RU FKLOG RU WUDQVIHURU¶V OHJDO UHSUHVHQWDWLYH RI WKH WUDQVIHUHHV OLVWHG LQ 6HFWLRQ & , NQRZLQJO\ DP JUDQWLQJ WKLV H[FOXVLRQ DQG ZLOO QRW ¿OH D FODLP WR WUDQVIHU WKH EDVH \HDU YDOXH RI P\ SULQFLSDO UHVLGHQFH XQGHU 5HYHQXH DQG 7D[DWLRQ &RGH VHFWLRQ SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE DATE SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE MAILING ADDRESS CITY, STATE, ZIP W W DATE DAYTIME PHONE NUMBER ( ) EMAIL ADDRESS (Please complete applicable information on reverse side.) THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION American LegalNet, Inc. www.FormsWorkFlow.com BOE-58-AH (P2) REV. 15 (06-11) C. TRANSFEREE(S) / BUYER(S) (additional transferees please complete "C" below) 1. Print full name(s) of transferee(s) 2. Family relationship(s) to transferor(s) If adopted, age at time of adoption If stepparent/stepchild relationship is involved, was parent still married to or in a registered domestic partnership (registered means registered with the California Secretary of State) with stepparent on the date of purchase or transfer? Yes No If no, was the marriage or registered domestic partnership terminated by: Death Divorce/Termination of partnership If terminated by death, had the surviving stepparent remarried or entered into a registered domestic partnership as of the date of purchase Yes No or transfer? If in-law relationship is involved, was the son-in-law or daughter-in-law still married to or in a registered domestic partnership with the Yes No daughter or son on the date of purchase or transfer? If no, was the marriage or registered domestic partnership terminated by: Death Divorce/Termination of partnership If terminated by death, had the surviving son-in-law or daughter-in-law remarried or entered into a registered domestic partnership as of Yes No the date of purchase or transfer? 3. ALLOCATION OF EXCLUSION (If the full cash value of the real property transferred exceeds the one million dollar value exclusion, the transferee must specify on an attachment to this claim the amount and allocation of the exclusion that is being sought.) CERTIFICATION , FHUWLI\ RU GHFODUH XQGHU SHQDOW\ RI SHUMXU\ XQGHU WKH ODZV RI WKH 6WDWH RI &DOLIRUQLD WKDW WKH IRUHJRLQJ DQG DOO LQIRUPDWLRQ KHUHRQ LQFOXGLQJ DQ\ DFFRPSDQ\LQJ VWDWHPHQWV RU GRFXPHQWV LV WUXH DQG FRUUHFW WR WKH EHVW RI P\ NQRZOHGJH DQG WKDW , DP WKH SDUHQW RU FKLOG RU WUDQVIHUHH¶V OHJDO UHSUHVHQWDWLYH RI WKH WUDQVIHURUV OLVWHG LQ 6HFWLRQ % DQG WKDW DOO RI WKH WUDQVIHUHHV DUH HOLJLEOH WUDQVIHUHHV ZLWKLQ WKH PHDQLQJ RI VHFWLRQ RI WKH 5HYHQXH DQG 7D[DWLRQ &RGH SIGNATURE OF TRANSFEREE OR LEGAL REPRESENTATIVE DATE SIGNATURE OF TRANSFEREE OR LEGAL REPRESENTATIVE MAILING ADDRESS CITY, STATE, ZIP Note: The Assessor may contact you for additional information. B. ADDITIONAL TRANSFEROR(S) / SELLER(S) (continued) NAME SOCIAL SECURITY NUMBER SIGNATURE RELATIONSHIP W W DATE DAYTIME PHONE NUMBER ( ) EMAIL ADDRESS C. ADDITIONAL TRANSFEREE(S) / BUYER(S) (continued) NAME RELATIONSHIP American LegalNet, Inc. www.FormsWorkFlow.com BOE-58-AH (P3) REV. 15 (06-11) CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN PARENT AND CHILD Revenue and Taxation Code, Section 63.1 IMPORTANT: ,Q RUGHU WR TXDOLI\ IRU WKLV H[FOXVLRQ D FODLP IRUP PXVW EH FRPSOHWHG DQG VLJQHG E\ WKH WUDQVIHURUV DQG D WUDQVIHUHH DQG ¿OHG ZLWK WKH $VVHVVRU $ FODLP IRUP LV WLPHO\ ¿OHG LI LW LV ¿OHG ZLWKLQ WKUHH \HDUV DIWHU WKH GDWH RI SXUFKDVH RU WUDQVIHU RU SULRU WR WKH WUDQVIHU RI WKH UHDO SURSHUW\ WR D WKLUG SDUW\ ZKLFKHYHU LV HDUOLHU ,I D FODLP IRUP KDV QRW EHHQ ¿OHG E\ WKH GDWH VSHFL¿HG LQ WKH SUHFHGLQJ VHQWHQFH LW ZLOO EH WLPHO\ LI ¿OHG ZLWKLQ VL[ PRQWKV DIWHU WKH GDWH RI PDLOLQJ RI D QRWLFH RI VXSSOHPHQWDO RU HVFDSH DVVHVVPHQW IRU WKLV SURSHUW\ ,I D FODLP LV QRW WLPHO\ ¿OHG WKH H[FOXVLRQ ZLOO EH JUDQWHG EHJLQQLQJ ZLWK WKH FDOHQGDU \HDU LQ ZKLFK \RX ¿OH \RXU FODLP &RPSOHWH DOO RI 6HFWLRQV $ % DQG & DQG DQVZHU HDFK question or
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