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Preliminary Change Of Ownership Report (Sonoma County) BOE-502-A - California
| Preliminary Change Of Ownership Report (Sonoma County) Form. This is a California form and can be used in Assessor Sonoma Local County . |
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BOE-502-A (P1) REV. 11 (07-10) PRELIMINARY CHANGE OF OWNERSHIP REPORT To be completed by the transferee (buyer) prior to a 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. Please answer all questions in each section, and sign and complete the certification before filing. This form may be used in all 58 California counties. If a document evidencing a change in ownership is presented to the Recorder for recordation without the concurrent filing of a Preliminary Change of Ownership Report, the Recorder may charge an additional recording fee of twenty dollars ($20). NOTICE: The property which you acquired may be subject to a supplemental assessment in an amount to be determined by the County Assessor. Supplemental assessments are not paid by the title or escrow company at close of escrow, and are not included in lender impound accounts. You may be responsible for the current or upcoming property taxes even if you do not receive the tax bill. SELLER/TRANSFEROR Sonoma County Assessor 585 Fiscal Dr. Room 104 Santa Rosa, CA 95403 (707) 565-1888 ASSESSOR'S PARCEL NUMBER BUYER/TRANSFEREE ( BUYER'S DAYTIME TELEPHONE NUMBER ) STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY MAIL PROPERTY TAX INFORMATION TO (NAME) ADDRESS CITY STATE ZIP CODE YES NO This property is intended as my principal residence. If YES, please indicate the date of occupancy or intended occupancy. MO DAY YEAR PART 1. TRANSFER INFORMATION YES NO Please complete all statements. A. This transfer is solely between spouses (addition or removal of a spouse, death of a spouse, divorce settlement, etc.). B. This transfer is solely between domestic partners currently registered with the California Secretary of State (addition or removal of a partner, death of a partner, termination settlement, etc.). parent(s) and child(ren) grandparent(s) and grandchild(ren). * C. This is a transfer between: * D. This transaction is to replace a principal residence by a person 55 years of age or older. Within the same county? YES NO YES NO * E. This transaction is 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? 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). If YES, please explain: G. The recorded document creates, terminates, or reconveys a lender's interest in the property. H. This transaction is recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest (e.g., cosigner). If YES, please explain: I. The recorded document substitutes a trustee of a trust, mortgage, or other similar document. J. This is a transfer of property: 1. to/from a revocable trust that may be revoked by the transferor and is for the benefit of the transferor, and/or the transferor's spouse registered domestic partner. 2. to/from a trust that may be revoked by the creator/grantor/trustor who is also a joint tenant, and which names the other joint tenant(s) as beneficiaries when the creator/grantor/trustor dies. 3. to/from an irrevocable trust for the benefit of the creator/grantor/trustor and/or grantor's/trustor's spouse grantor's/trustor's registered domestic partner. 4. to/from an irrevocable trust from which the property reverts to the creator/grantor/trustor within 12 years. K. This property is subject to a lease with a remaining lease term of 35 years or more including written options. L. This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel being transferred remain exactly the same after the transfer. M. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions. * N. This transfer is to the first purchaser of a new building containing an active solar energy system. * If you checked YES to statements C, D, or E, you may qualify for a property tax reassessment exclusion, which may allow you to maintain your previous tax base. If you checked YES to statement N, you may qualify for a property tax new construction exclusion. A claim form must be filed and all requirements met in order to obtain any of these exclusions. Contact the Assessor for claim forms. Please provide any other information that will help the Assessor understand the nature of the transfer. THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION American LegalNet, Inc. www.FormsWorkFlow.com BOE-502-A (P2) REV. 11 (07-10) PART 2. OTHER TRANSFER INFORMATION A. Date of transfer, if other than recording date: B. Type of transfer: Purchase Foreclosure Gift Trade or exchange Check and complete as applicable. Merger, stock, or partnership acquisition (Form BOE-100-B) Inheritance. Date of death: Contract of sale. Date of contract: Sale/leaseback Creation of a lease 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): Other. Please explain: C. Only a partial interest in the property was transferred. YES NO If YES, indicate the percentage transferred: % PART 3. PURCHASE PRICE AND TERMS OF SALE Check and complete as applicable. $ A. Total purchase or acquisition price. Do not include closing costs or mortgage insurance. Down payment: $ Interest rate: % Seller-paid points or closing costs: $ Balloon payment: $ Loan carried by seller Assumption of Contractual Assessment* with a remaining balance of: $ * An assessment used to finance property-specific improvements that constitutes a lien against the real property. Through real estate broker. Broker name: Phone number: B. The property was purchased: Direct from seller Other. Please explain: ( ) From a family member C. Please explain any special terms, seller concessions, financing, and any other information (e.g., buyer assumed the existing loan balance) that would assist the Assessor in the valuation of your property. PART 4. PROPERTY INFORMATION A. Type of property transferred Single-family residence Multiple-family residence. Number of units: Other. Description: (i.e., timber, mineral, water rights, etc.) B. YES Check and complete as applicable. Co-op/Own-your-own Condominium Timesha
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