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Claim For Reassessment Exclusion For Transfer Between Parent And Child (San Diego) BOE-58-AH - California

Claim For Reassessment Exclusion For Transfer Between Parent And Child (San Diego) Form. This is a California form and can be used in Assessor-Recorder-County Clerk San Diego Local County .
 Fillable pdf Last Modified 2/10/2016
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PLEASE READ. IMPORTANT TAX SAVINGS!! This application is being sent to you because of a change in ownership that may cause a reassessment of your property at current market value. You may qualify for reassessment exclusion if this transfer of property is between parents and children or from grandparents to grandchildren. This is not an automatic exclusion. Please complete and return enclosed claim form if you wish to qualify. IMPORTANT: If you are inheriting this property through a trust, please enclose a copy of the trust. If you are inheriting this property through a will, please enclose a copy of the will. Your claim will be denied if we are unable to verify the beneficiaries/heirs of the decedent. Below are some guidelines to help complete this form: 1. SECTION A (PROPERTY INFORMATION). Please list the parcel number and property address. If the transfer was through inheritance, enter date of death. If transfer was through a recorded deed, enter recorder's document number and date of transfer. 2. SECTION B (TRANSFEROR/SELLER INFORMATION). The transferor is the previous owner (grantor, decedent or trustor). The Social Security Number for all transferors must be provided. All transferors must sign the claim. If the transferor is deceased, the successor trustee, executor, administrator or other legal representative must sign for the estate. Photocopied signatures are not acceptable. 3. SECTION C (TRANSFEREE/BUYER INFORMATION). The transferee is the new owner (grantee, heir, beneficiary). Only one transferee signature is required. Photocopied signatures are not acceptable. In order to avoid reassessment please complete and return this application within 15 days. The information contained in this form and any supporting documents are strictly confidential and for Assessor use only. If you have any questions please contact the Assessor's Parent Child Exclusion section at (619) 531-5848. American LegalNet, Inc. www.FormsWorkFlow.com ERNEST J. DRONENBURG, JR., ASSESSOR 1600 PACIFIC HIGHWAY, SUITE 103 SAN DIEGO, CALIFORNIA 92101 TELEPHONE: (619) 531-5848 CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN PARENT AND CHILD NAME AND MAILING ADDRESS (Make necessary corrections to the printed name and mailing address.) FOR OFFICE USE ONLY DATE RECORDED PRINCIPAL RESIDENCE APPROVED DENIED SV83 OTHER SV84 IMPORTANT: In order to qualify for this exclusion, a claim form must be completed and signed by the transferors and a transferee and filed with the Assessor. A claim form is timely filed if it is filed within three years after the date of purchase or transfer, or prior to the transfer of the real property to a third party, whichever is earlier. If a claim form has not been filed by the date specified in the preceding sentence, it will be timely if filed within six months after the date of mailing of a notice of supplemental or escape assessment for this property. If a claim is not timely filed, the exclusion will be granted beginning with the calendar year in which you file your claim. Complete all of sections A, B, and C and answer each question or your claim may be denied. Proof of eligibility, including a copy of the transfer document, trust, or will, may be required. In situations where all information is not known by the due date, the parties should file this claim with as much information as possible, and later amend the claim with any revised information. Please note: 1. This exclusion only applies to transfers that occur on or after November 6, 1986. 2. In order to qualify, the real property must be transferred from parents to their children or children to their parents. 3. If you do not complete and return this form, it may result in this property being reassessed. 4. California law provides, with certain limitations, that a "change in ownership" does not include the purchase or transfer of: · The principal residence between parents and children, and/or · The first $1,000,000 of the factored base year value of other real property between parents and children. A. PROPERTY ASSESSOR'S PARCEL NUMBER PROPERTY ADDRESS RECORDER'S DOCUMENT NUMBER PROBATE NUMBER (If applicable) DATE OF DEATH (if applicable) CITY DATE OF PURCHASE OR TRANSFER 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 States Code, Section 405 (c)(2)(C)(i) which authorizes the use of social security numbers for identification purposes in the administration of any tax.] A foreign national who cannot obtain a social security number may provide a tax identification number issued by the Internal Revenue 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. 2. 3. 4. 5. 6. 7. 8. Print full name(s) of transferor(s) Social security number(s) Family relationship(s) to transferee(s) If adopted, age at time of adoption Was this property the transferor's principal residence? Yes No If yes, please check which of the following exemptions was granted or was eligible to be granted on the property: Homeowners' Exemption Disabled Veterans' Exemption Have there been other transfers that qualified for this exclusion? Yes No If yes, please attach a list of all previous transfers that qualified for this exclusion. (This list should include for each property: the County, Assessor's parcel number, address, date of transfer, names of all the transferees/buyers, and family relationship. Transferor's principal residence must be identified.) Was only a partial interest in the property transferred? Yes No If yes, percentage transferred _____________%. Was this property owned in joint tenancy? Yes No If the transfer was through the medium of a trust, you must attach a copy of the trust. CERTIFICATION I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing and all the information hereon, including any accompanying statements or documents, is true and correct to the best of my knowledge and that I am the parent or child (or transferor's legal representative) of the transferees listed in Section C. I knowingly am granting this exclusion and will not file a claim to transfer the base year value of my principal residence under the Revenue and Taxation Code section 69.5. SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE DATE SIGNATURE OF TRANSFEROR O
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