Fillable CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN GRANDPARENT

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CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN GRANDPARENT

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BOE-19-G (P1) REV. 00 (02-21) ASSR (REV. 12-21)
CLAIM FOR REASSESSMENT EXCLUSION FOR
TRANSFER BETWEEN GRANDPARENT AND GRANDCHILD
OCCURRING ON OR AFTER FEBRUARY 16, 2021
NAME AND MAILING ADDRESS
(Make necessary corrections to the printed name and mailing address.)
A. PROPERTY
ASSESSOR’S PARCEL/ID NUMBER
PROPERTY ADDRESS
DATE OF PURCHASE OR TRANSFER
RECORDER’S DOCUMENT NUMBER
DATE OF DEATH (if applicable)
PROBATE NUMBER (if applicable)
CITY
DATE OF DECREE OF DISTRIBUTION (if applicable)
B. TRANSFEROR(S)/SELLER(S) (additional transferors, please complete Section D on the reverse)
Print full name(s) of transferor(s)
Name
Name
Family relationship(s) to transferee(s)
Relationship
Relationship
Yes No
2. Was this property the transferor’s principal residence?
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
3. Was only a partial interest in the property transferred?
Yes No If yes, percentage transferred _______%.
4. Was this property owned in joint tenancy?
Yes No
5. Print name(s) of child(ren) of grandparents who is(are) the parent(s) of grandchild:
Yes No
1. Was this property the transferor’s family farm?
IMPORTANT: If the transfer was through the medium of a will and/or trust, you must attach a full and complete copy of the will
and/or trust and all amendments.
CERTIFICATION
I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing and all
information hereon, including
any accompanying statements or documents, is true and correct to the best of my knowledge and that I am the grandparent or grandchild (or
transferor’s legal representative) of the transferees listed in Section C.
t
t
SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE
PRINTED NAME
DATE
SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE PRINTED NAME
DATE
MAILING ADDRESS
DAYTIME PHONE NUMBER
( )
CITY, STATE, ZIP
EMAIL ADDRESS
(Please complete information on reverse side)
THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION
BOE-19-G (P2) REV. 00 (02-21) ASSR (REV. 12-21)
Print full name(s) of transferee(s)
C. TRANSFEREE(S) / BUYER(S) (additional transferees please complete Section E below)
Name
Name
Family relationship(s) to transferor(s)
Relationship
Relationship
1. If grandchild was adopted, age at time of adoption:
Adopted by whom?
2. Parent: Name of direct descendant of grandparent who is the parent of the grandchild:
Date of death of direct descendant (please provide death certicate)
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
Stepparent of the grandchild (a stepparent need not be deceased)
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/domestic partnership registration:
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
c. Had surviving spouse/partner remarried or entered into a registered domestic partnership?
3. Is this property continuing to be used as the family farm by the transferee?
Yes No
(Please provide death certicate)
Yes No
Ifyes,pleasecheckwhichofthefollowingexemptionsforwhichaclaimwasledandcompletea,b,andcbelow.(Pleasenotethatthe
transfereemustleforoneoftheseexemptionswithinoneyearofthedateoftransfer.)
a. Nameoftransfereewholedexemptionclaim:
b. Date the transferee occupied this properry as a principal residence: (month/day/year)
c. Does the transferee own another property that is or was their principal residence in California?
If yes, please provide the address below and the move out date.
Homeowners’ Exemption
Disabled Veterans’ Exemption
Date Filed
Yes No
4. Is this propery going to be the transferee’s principal residence?
ADDRESS
CITY, STATE, ZIP MOVE-OUT-DATE (month/date/year)
COUNTY
ASSESSOR’S PARCEL/ID NUMBER
CERTIFICATION
I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing and all information hereon, including
any accompanying statements or documents, is true and correct to the best of my knowledge and that I am the grandparent or grandchild (or
transferee’s legal representative) of the transferors listed in Section B.
SIGNATURE OF TRANSFEREE OR LEGAL REPRESENTATIVE
PRINTED NAME
DATE
SIGNATURE OF TRANSFEREE OR LEGAL REPRESENTATIVE
PRINTED NAME DATE
MAILING ADDRESS
DAYTIME PHONE NUMBER
( )
CITY, STATE, ZIP EMAIL ADDRESS
t
Note: The Assessor may contact you for additional information.
PRINT NAME
RELATIONSHIP TO TRANSFEREE
D. ADDITIONAL TRANSFEROR(S)/SELLER(S)
E. ADDITIONAL TRANSFEREE(S)/BUYER(S)
PRINT NAME
RELATIONSHIP TO TRANSFEROR
t
BOE-19-G (P3) REV. 00 (02-21) ASSR (REV. 12-21)
CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN GRANDPARENT AND GRANDCHILD
OCCURRING ON OR AFTER FEBRUARY 16, 2021
For transfers occurring on or after February 16, 2021, section 2.1(c) of article XIII A of the California Constitution provides that the
terms “purchase” or “change in ownership” do not include the purchase or transfer of a family home between grandparents and their
grandchildren, as
long as the property was the family home of the transferor and continues as the family home of the transferee. A family
home also includes a family farm.
To qualify for this exclusion, all parents of the grandchild, who qualify as children of the grandparents, must be deceased as of the date
of the grandparent-grandchild transfer. A stepparent does not need to be deceased.
Forafamilyhome,thetransfereeisrequiredtoleforthehomeowners’ordisabledveterans’exemptionwithinoneyearofthedateof
transfer.
If the assessed value of the family home on the date of transfer exceeds the sum of the factored base year value plus $1 million, the
amount in excess of this sum will be added to the factored base year value.
This claim form is for transfers occurring on or after February 16, 2021.
For transfers occurring on or before February 15, 2021, please le claim form BOE-58-G, Claim for Reassessment Exclusion for
Transfer from Grandparent to Grandchild.
NOTE: A county board of supervisors may authorize one-time processing fee of not more than $175 to recover costs incurred by the
countyassessorduetothefailureofaneligibletransfereetoleaclaimforthegrandparent-grandchildchangeinownershipexclusion
after two written requests have been sent to an eligible transferee by the county assessor.
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CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN GRANDPARENT

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Completed 9 January 2022

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