California > Local County > Orange > Assessor
Claim For Reassessment Exclusion For Transfer From Grandparent To Grandchild (Orange County) BOE-58-G - California
| Claim For Reassessment Exclusion For Transfer From Grandparent To Grandchild (Orange County) Form. This is a California form and can be used in Assessor Orange Local County . |
|
||||||
 Get this form for FREE as a print-only pdf |
|||||||
|
BOE-58-G (P1) REV. 13 (06-11) :(%67(5 - *8,//25< 25$1*( &2817< $66(6625 CIVIC CENTER PLAZA, BUILDING 11 625 N. ROSS STREET, ROOM 142 P.O. BOX 22000 SANTA ANA, CA 92702-2000 TELEPHONE: (714) 834-2746 www.ocgov.com/assessor CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER FROM GRANDPARENT TO GRANDCHILD NAME AND MAILING ADDRESS (Make necessary corrections to the printed name and mailing address.) ASSESSOR ONLY ALLOWED NOT BENEFICIAL DENIED DOES NOT QUALIFY NO PRINCIPAL RESIDENCE YES SS#_______-_____-_________ $_____________ SS#_______-_____-_________ $_____________ Appraiser _____________ Date____/____/____ A. PROPERTY ASSESSOR'S PARCEL NUMBER DATE OF PURCHASE OR TRANSFER DATE OF DEATH OF GRANDPARENT (if applicable) PROPERTY ADDRESS RECORDER'S DOCUMENT NUMBER PROBATE NUMBER (if applicable) The disclosure of social security numbers is mandatory as required by Revenue and Taxation Code section 63.1. >6HH 7LWOH 8QLWHG 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 6HUYLFH 7KH QXPEHUV DUH XVHG E\ WKH $VVHVVRU DQG WKH VWDWH WR PRQLWRU WKH H[FOXVLRQ OLPLW B. TRANSFEROR(S)/SELLER(S) (GRANDPARENTS) 1. Print full name(s) of transferor(s) 2. Was this property the principal residence of the transferor? Yes No If yes, please check which one of the following exemptions was granted or was eligible to be granted on this property: Homeowners' Exemption Disabled Veterans' Exemption Yes No 3. Was real property other than the principal residence of the transferor transferred? 4. Was only a partial interest in the property transferred? 5. Did you own this property as a joint tenant? Yes Yes No No If yes, percentage transfeUred _______%. 6. If the transfer was through the medium of a trust, you must attach a copy of the trust. 7. Print name(s) of child(ren) of transferor(s)/seller(s) who is(are) the parent(s) of transferee(s) (grandchild): CERTIFICATION I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing and any accompanying statements are true and correct to the best of my knowledge and that I am the grandparent (or their legal representative) of the transferees listed in Section C. I 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 Code section 69.5. W W SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE MAILING ADDRESS CITY, STATE, ZIP DATE DATE DAYTIME PHONE NUMBER ( ) EMAIL ADDRESS THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION A002-5123 (P1) (R12/11) American LegalNet, Inc. www.FormsWorkFlow.com BOE-58-G (P2) REV. 13 (06-11) C. TRANSFEREE(S) / BUYER(S) (GRANDCHILD) (additional transferees please complete "C" below) 1. Print full name(s) of transferee(s) Family relationship(s) to transferor(s) If adopted, age at time of adoption Adopted by whom? 2. Parent: Name of direct descendent of grandparent (son or daughter) Date of death of direct descendent (Direct descendent must be deceased in order to qualify for this exclusion. 3OHDVH SURYLGH GHDWK FHUWL¿FDWH.) Social security number of direct descendent: a. Was deceased parent married or in a registered domestic partnership (registered means registered with the California Secretary of State) as of the date of death? Yes No b. Is the spouse or registered domestic partner of the deceased parent a (check one): Parent of the grandchild (go to question c). Stepparent of the grandchild (a stepparent to the grandchild need not be deceased in meeting the condition that "all of the parents" of the grandchild must be deceased) (go to question 3). c. Had surviving spouse/partner remarried or entered into a registered domestic partnership as of the date of purchase or transfer? Yes No If yes, date of marriage or registration of the domestic partnership must have occurred prior to the date of purchase or transfer to qualify for exclusion. Date of marriage/partnership registration: (Please provide marriage or partnership FHUWL¿FDWH If no, surviving spouse/partner is still considered a child of grandparents and must also be deceased prior to the purchase or transfer to qualify for exclusion. Date of death 3OHDVH SURYLGH GHDWK FHUWL¿FDWH 3. Did transferee receive a principal residence from parents? (If transferee has already received an excludable principal residence, or interest therein, from parents, then the purchase or transfer of a principal residence from grandparents will not be excluded as a principal residence but will be applied toward the one million dollar ($1,000,000) full cash value limit exclusion of other real property received from parents.) Yes No If yes: County: Assessor's Parcel Number: 4. Did transferee receive real property other than a principal residence from deceased parent who is a direct descendent of grandparents? (If transferee has already received an excludable principal residence, or interest therein, from parents, then the purchase or transfer of a principal residence from grandparents will not be excluded as a principal residence but will be applied toward the one million dollar ($1,000,000) full cash value limit exclusion of other real property received from deceased parents.) Yes No If yes, attach list of all previous transfers (include for each property: the county, Assessor's parcel number, situs address, date of transfer, names of all transferees, and the family relationship). Note: 7KH $VVHVVRU PD\ UHTXLUH DGGLWLRQDO OHJDO GRFXPHQWDWLRQ WR VXSSRUW WKH DERYH DQVZHUV ADDITIONAL TRANSFEREE(S)/BUYER(S) (GRANDCHILD) (continued) NAME RELATIONSHIP CERTIFICATION I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing and any accompanying statements are true and correct to the best of my knowledge and that I am the grandchild (or their legal representative) of the transferors listed in Section B. I certify that all my parents who qualify as children of my transferor grandparents are deceased as of the date of transfer or purchase, and that all RI WKH WUDQVIHUHHV DUH HOLJLEOH WUDQVIHUHHV ZLWKLQ WKH PHDQLQJ RI VHFWLRQ RI WKH 5HYHQXH DQG 7D[DWLRQ &RGH W SIGNATURE OF TRANSFEREE OR LEGAL REPRESENTATIVE MAILING ADDRESS CITY, STATE, ZIP DATE DAYTIME PHONE NUMBER ( ) EMAI
|
|||||||
