MARK CHURCH EF-502-AH-R16-0617-41001185-1 Assessor - County Clerk - Recorder BOE-502-AH(P1) REV. 1 (06 -17)6 555 County Center Redwood City, CA 94063 CHANGE OF OWNERSHIP STATEMENT P 650.363.4500 F 650.599.7435 This statement represents a written request from the Assessor. email assessor@smcacre.org web www.smcacre.org Failure to file will result in the assessment of a penalty. FILE THIS STATEMENT BY:______________________ FORASSESSOR’SUSEONLY NUMBER SELLER/TRANSFEROR ( ) ADDRESS STREETADDRESSORPHYSICALLOCATIONOFREALPROPERTY MO DAY YEAR YES NO Thispropertyisintendedasmyprincipalresidence.IfYES,pleaseindicatethedateofoccupancy orintendedoccupancy. YES NO Areyouadisabledveteranoraunmarriedsurvivingspouseofadisabledveteranwhowas compensatedat100%bytheDepartmentofVeteransAffairs? MAILPROPERTYTAXINFORMATIONTO(NAME) MAILPROPERTYTAXINFORMATIONTO(ADDRESS) CITY STATE ZIPCODE PART 1. TRANSFER INFORMATION Please complete all statements. YES NO A. Thistransferissolelybetweenspouses (addition or removal of a spouse, death of a spouse, divorce settlement, etc.). B. ThistransferissolelybetweendomesticpartnerscurrentlyregisteredwiththeCaliforniaSecretaryofState (addition or removal of a partner, death of a partner, termination settlement, etc.). * C. Thisisatransfer: between parent(s) and child(ren) from grandparent(s) to grandchild(ren). * This transferistheresultofacotenant’sdeath. Dateofdeath___________________________ * E. This transaction is to replace a principal residence owned by a person 55 years of age or older. Withinthesamecounty? YES NO * F. ThistransactionistoreplaceaprincipalresidencebyapersonwhoisseverelydisabledasdefinedbyRevenueandTaxationCode section69.5.Withinthesamecounty? YES NO G. 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). IfYES,pleaseexplain: H. Therecordeddocumentcreates,terminates,orreconveysalender'sinterestintheproperty. I. This transaction is recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest (e.g., cosigner).IfYES,pleaseexplain: J. Therecordeddocumentsubstitutesatrusteeofatrust,mortgage,orothersimilardocument. K. Thisisatransferofproperty: 1. to/fromarevocabletrustthatmayberevokedbythetransferorandisforthebenefitof thetransferor,and/or thetransferor'sspouse registereddomesticpartner. 2. to/fromanirrevocabletrustforthebenefitofthe creator/grantor/trustorand/or grantor's/trustor’s grantor’s/trustor’s registereddomesticpartner. L. Thispropertyissubjecttoaleasewitharemainingleasetermof35yearsormoreincludingwrittenoptions. M. This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel requir * O. Thistransferistothefirstpurchaserofanewbuildingcontaininganactivesolarenergysystem. P. Other.Thistransferisto____________________________________________________________ * Please provide any other information that will help the Assessor understand the nature of the transfer. THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION |
EF-502-AH-R16-0617-41001185-2 BOE-502-A H(P2) REV. 1 6(0 -17)6 PART 2. OTHER TRANSFER INFORMATION Check and complete as applicable. A. Dateoftransfer,ifotherthanrecordingdate: B. Typeoftransfer: Purchase Foreclosure Gift Tradeorexchange Merger,stock,orpartnershipacquisition(FormBOE-100-B) Contractofsale.Dateof Inheritance.Dateofdeath: Sale/leaseback Creationofalease Assignment of a lease Terminationofalease.Dateleasebegan: Original term in years (including written options): Remaining term in years (including written options): Other.Pleaseexplain: C. Onlyapartialinterestinthepropertywastransferred. YES NO IfYES,indicatethepercentagetransferred: % PART 3. PURCHASE PRICE AND TERMS OF SALE Check and complete as applicable. A. T $_______________ B. Cashdownpaymentorvalueoftradeorexchangeexcludingclosingcosts Amount$_______________ C. Firstdeedoftrust@_ %interestfor years. Monthlypayment$_____________ Amoun_______________ FHA(___ DiscountPoints) Cal-Vet VA(___DiscountPoints) Fixedrate Variable rate Bank/Savings&Loan/CreditUnion Loancarriedbyseller Balloonpayment$_____________ Duedate:_____________ D. Seconddeedoftrust@______%interestfor______ years.Monthlypayment$_____________ Amount$_______________ Fixedrate Variable rate Bank/Savings&Loan/CreditUnion Loancarriedbyseller Balloonpayment$_____________ Duedate:_____________ E. WasanImprovementBondorotherpublicfinancingassumedbythebuyer? YES NO Outstandingbalance$_______________ F. Amount,ifany,ofrealestatecommissionfeespaidbythebuyerwhicharenotincludedinthepurchaseprice $_______________ G. Thepropertywaspurchased: Throughrealestatebroker.Brokername: Phonenumber: ( ) Direct from seller From a family member-Relationship Other.Pleaseexplain: H. Pleaseexplainanyspecialterms,sellerconcessions,broker/agentfeeswaived,financing,andanyotherinformation(e.g.,buyerassumedthe existingloanbalance)thatwouldassisttheAssessorinthevaluationofyourproperty. PART 4. PROPERTY INFORMATION Check and complete as applicable. A. Type of property transferred Single-family residence Co-op/Own-your-own Manufacturedhome Multiple-familyresidence.Numberofunits: Condominium Unimprovedlot Other.Description:(i.e.,timber,mineral,waterrights,etc.) Timeshare Commercial/Industrial B. YES NO Personal/businessproperty,orincentives,providedbysellertobuyerareincludedinthepurchaseprice.Examplesofpersonal propertyarefurniture,farmequipment,machinery,etc.Examplesofincentivesareclubmemberships,etc.Attachlistifavailable. IfYES,enterthevalueofthepersonal/businessproperty: $ Incentives $ C. YES NO Amanufacturedhomeisincludedinthepurchaseprice. IfYES,enterthevalueattributedtothemanufacturedhome: $ YES NO Themanufacturedhomeissubjecttolocalpropertytax.IfNO,enterdecalnumber: D. YES NO Thepropertyproducesrentalorotherincome. IfYES,theincomeisfrom: Lease/rent Contract Mineral rights Other: E. Theconditionofthepropertyatthetimeofsalewas: Good Average Fair Poor Pleasedescribe:__________________________________________________________________________________________________ CERTIFICATION I certify (or declare) that the foregoing and all information hereon, including any accompanying statements or documents, is true and correct to the best of my knowledge and belief. SIGNATUREt OF BUYER/TRANSFEREE OR CORPORATE OFFICER DATE TELEPHONE ( ) NAME OF BUYER/TRANSFEREE/PERSONALREPRESENTATIVE/CORPORATE OFFICER (PLEASE PRINT) TITLE EMAILADDRESS TheAssessor’sofficemaycontactyouforadditionalinformationregardingthistransaction. |
EF-502-AH-R16-0617-41001185-3 BOE-502-A H(P3) REV. 1 6(0 -17)6 IMPORTANT NOTICE The law requires any transferee acquiring an interest in real property or manufactured home subject to local property taxation, and that is assessed by the county assessor, to file a change in ownership statement with the county recorder or assessor. The change in ownership statement must be filed at the time of recording or, if the transfer is not recorded, within 90 days of the date of the change in ownership, except that where the change in ownership has occured by reason of death the statement shall be filed within 150 days after the date of death or, if the estate is probated, shall be filed at the time the inventory and appraisal is filed. The failure to file a change in ownership statement within 90 days from the date a written request is mailed by the assessor results in a penalty of either: (1) one hundred dollars ($100), or (2) 10 percent of the taxes applicable to the new base year value reflecting the change in ownership of the real property or manufactured home, whichever is greater, but not to exceed five thousand dollars ($5,000) if the property is eligible for the homeowners' exemption of twenty thousand dollars ($20,000) if the property is not eligible for the homeowners' exemption if that failure to file was not willful. The assessor is required to mail the request to file a change in ownership statement to the transferee at the address specified for mailing tax information on either the recorded instrument, the document evidencing a transfer of an interest in real property or manufactured home, or on the filed preliminary change in ownership report, or, if an address is not specified for mailing tax information, to any address reasonably known to the assessor. This penalty will be added to the assessment roll and shall be collected like any other delinquent property taxes, and be subject to the same penalties for nonpayment. INFORMATION location of the real property. NOTE: Your telephone number and/or email address is very important. If there is a question or a problem, the Assessor needs to be able to contact you. should home A claim form must be filed and all requirements met in order to obtain the exemption. Please contact the Assessor for a claim form. PART 1: TRANSFER INFORMATION If you check YES to any of these statements, the Assessor may ask for supporting documentation. C, D, E, F: base. A claim form must be filed and all requirements met in order to obtain any of these exclusions. be G: is H: in the property. "Beneficial interest" I: A "cosigner" M: liability exactly the same. N: Check YES only if this property is subject to a government or nonprofit affordable housing program that imposes restrictions. Property may qualify for a restricted valuation (i.e., may result in lower taxes). O: A claim form must be filed and all requirements met in order to obtain the exclusion. Contact the Assessor for a claim form. PART 2: OTHER TRANSFER INFORMATION A: B: a sheet if necessary. C. inherit Change in OwnershipStatement, Death of Real Property Owner, |
EF-502-AH-R16-0617-41001185-4 BOE-502-AH 66-17) PART 3: PURCHASE PRICE AND TERMS OF SALE accurately propertyY A. “Mortgage insurance”insuramortgagor’FHA . B.costs. “Closing costs” propertyseller ’ C.T A “balloon payment” fi installment. D.T E. An “improvement bond or other public financing” property-speci fifi fi F. G. broker broker’number “Direct from sellerfamily” purchaproperty “From a family member” father “OTHER” provide a detailed description (attach a separate sheet if necessary). H. unrecorde propertyconcession . PART 4: PROPERTY INFORMATION A. B.busine machinery homeowners’ provided. C. V . D. gene E. “fair ”or “poor” brief description of repair needed. |