Fillable CLAIM OF PERSON(S) AT LEAST 55 YEARS OF (County of Lake)

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CLAIM OF PERSON(S) AT LEAST 55 YEARS OF (County of Lake)

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BROWSE COUNTY OF LAKE (CA) FORMS

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BOE-60-AH (P1) REV. 18 (05-19)
CLAIM OF PERSON(S) AT LEAST 55 YEARS OF
AGE FOR TRANSFER OF BASE YEAR VALUE TO
REPLACEMENT DWELLING
(INTRACOUNTY AND INTERCOUNTY, WHEN APPLICABLE)
A. REPLACEMENT DWELLING
SI
MAILING ADDRESS
( )
CITY, STATE, ZIP EMAIL ADDRESS
DATE
DATE
t
t
DAYTIME PHONE NUMBER
ASSESSOR’S PARCEL NUMBER
RECORDER’S DOCUMENT NUMBER
DATE OF PURCHASE DATE OF COMPLETION OF NEW CONSTRUCTION
PURCHASE PRICE COST OF NEW CONSTRUCTION
PROPERTY ADDRESS (street, city, county)
2. Is the new construction described performed on a replacement dwelling which has already been granted the benet under R&TC section 69.5 within the
past two years?
Yes
No If yes, what was the date of your original claim?
B. ORIGINAL (FORMER) PROPERTY
1. Was this property your principal place of residence?
Yes
No
2. Did this property transfer to your parent(s), child(ren) or grandchild(ren)?
Yes No
Note: When applicable, if the property is located in a dierent county from that of the replacement property, you must attach a copy of
the original property’s latest tax bill and any supplemental tax bill(s) issued before the date of sale. Also, was there any new construction
to this property since the last tax bill(s) and before the date of sale?
Yes
No
If yes, please explain:
$$
3. Was this property substantially damaged or destroyed by misfortune or calamity (not a Governor-declared disaster) and sold in its
damaged state?
Yes
No If yes, what was the date of the misfortune or calamity?
$
C. CLAIMANT INFORMATION (please print)
NAME OF CLAIMANT (provide copy of valid identication with date of birth)
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
DATE OF BIRTH AT LEAST AGE 55?
AT LEAST AGE 55?DATE OF BIRTHNAME OF SPOUSE (provide if the spouse is a record owner of the replacement dwelling)
1. Have either you or your spouse previously been granted relief under R&TC section 69.5 because of disability?
Yes
No
Yes No
NoYes
CERTIFICATION
I/we certify (or declare) under penalty of perjury under the laws of the State of California that: (1) as a claimant/occupant I/we occupy the
replacement dwelling described above as my/our
principal place of residence; (2) as a claimant I/we were at least 55 years of age at the
time of the sale of our original residence; and (3) the foregoing, and all information hereon, is true, correct, and complete to the best of
my/our knowledge and belief.
2. Have either you or your spouse previously been granted relief under R&TC section 69.5?
Yes
No
If yes, have you or your spouse subsequently become severely and permanently disabled?
Yes
No
PROPERTY ADDRESS (street, city, county)
SALE PRICE
DATE OF SALE
ASSESSOR’S PARCEL NUMBER
1. Do you occupy the replacement dwelling as your principal place of residence?
Yes No
GNATURE OF CLAIMANT
SIGNATURE OF SPOUSE
If there are not enough spaces above for additional claimant(s) information, please use the above format on a separate sheet of paper and attach. If you
have any questions about this form, please contact the Assessor’s Oce.
Note: Unless you become disabled at a later date, this may be a one-time only exclusion.
All information provided on this form is subject to verication.
IF YOUR APPLICATION IS INCOMPLETE, YOUR CLAIM MAY NOT BE PROCESSED.
THIS CLAIM IS NOT SUBJECT TO PUBLIC INSPECTION
BOE-60-AH (P2) REV. 18 (05-19)
GENERAL INFORMATION
California law allows any person who is at least 55 years of age (at the time of sale of original/former property) who resides in a property eligible
for the Homeowners’ Exemption (place of residence) or currently receiving the Disabled Veterans’ Exemption to transfer the base year value of
the original property to a replacement dwelling of equal or lesser value within the same county. For purposes of this exclusion, original property
and replacement dwelling mean a building, structure, or other shelter constituting a place of abode which is owned and occupied by a claimant
as his or her principal place of residence, and land eligible for the Homeowners’ Exemption. If an original property is a multi-unit dwelling, each
unit shall be considered a separate original property.
In addition, to qualify for transfer of a base year value to a replacement dwelling all of the following requirements must be met: (1) the replacement
property must be your principal residence and must be eligible for the homeowners’ exemption or disabled veterans’ exemption, (2) the replacement
property must be of equal or lesser “fair market value” than the original property, (3) 100% or less of the market value of the original property if
a replacement property were purchased or newly constructed before the sale of the original property, or 105% or less of the market value of the
original property if a replacement property were purchased or newly constructed within the rst year after the sale of the original property, or 110%
or less of the market value of the original property if a replacement property were purchased or newly constructed within the second year after
the sale of the original property. The replacement property must be purchased or built within two years (before or after) of the sale of the original
property.
In general, equal or lesser value means that the fair market value of a replacement property on the date of purchase or completion of construction
does not exceed 100 percent of market value of original property as of its date of sale if a replacement dwelling is purchased before an original
property is sold; 105 percent of market value of original property as of its date of sale if a replacement dwelling is purchased within one year after
the sale of the original property; 110 percent of market value of the original property as of its date of sale if a replacement dwelling is purchased
within the second year after the sale of the original property.
If the original property was substantially damaged or destroyed by misfortune or calamity (not limited to a Governor-declared disaster) and sold
in its damaged state, the fair market value of the property immediately preceding the damage or destruction is used for purposes of the equal or
lesser value test. A property is "substantially damaged or destroyed" if either land or improvements sustain physical damage amounting to more
than 50 percent of its full cash value immediately prior to the misfortune or calamity.
If you are ling a claim for additional treatment under Revenue and Taxation Code (R&TC) section 69.5 as the result of new construction
performed on a replacement dwelling which has already been granted the benet, you must complete the reverse side of this form. You may be
eligible if the new construction is completed within two years of the date of sale of the original property; you have notied the Assessor in writing
of the completion of new construction within 6 months after completion; and the fair market value of the new construction (as conrmed by the
Assessor) on the date of completion, plus the full cash value of the replacement dwelling at the time of its purchase/date of completion of new
construction (as conrmed by the Assessor) does not exceed the market value of the original property as of its date of sale.
The disclosure of social security numbers by all claimants of a replacement dwelling is mandatory as required by R&TC section 69.5.
[See Title 42 United State Code, section 405(c)(2)(C)(i) which authorizes the use of social security numbers for identication purposes
in the administration of any tax.] The numbers are used by the Assessor to verify the eligibility of persons claiming this exclusion and
by the state to prevent multiple claims in dierent counties. This claim is not subject to public inspection.
If you feel you qualify for this exclusion, you must provide evidence that you are at least 55 years old and declare under penalty of perjury (see
reverse) that you are at least 55, and complete the reverse side of this form. Generally, claimants will be granted property tax relief under R&TC
section 69.5 only once. However, the Legislature created an exception to this one-time-only clause. If a person becomes disabled after receiving
the property tax relief for age, the person may transfer the base year value a second time because of the disability. A separate form for disability
must be led. Contact the Assessor.
If your claim is approved, the base year value will be transferred to the replacement dwelling as of the latest qualifying event — the sale of the
original property, the purchase of the replacement dwelling, or the completion of construction of the replacement dwelling. This means that if you
purchase or construct your replacement dwelling rst and sell your original property second, you will be responsible for the increased taxes on
your replacement dwelling until your original property is sold.
Please Note: Transfers between counties are allowed only if the county in which the replacement dwelling is located has passed an authorizing
ordinance. The acquisition of the replacement dwelling must occur on or after the date specied in the county ordinance.
(Please complete applicable information on reverse side.)
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CLAIM OF PERSON(S) AT LEAST 55 YEARS OF (County of Lake)

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Completed 6 August 2020

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