Fillable PRELIMINARY CHANGE OF OWNERSHIP REPORT (California)

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PRELIMINARY CHANGE OF OWNERSHIP REPORT (California)

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NO
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BOE-502-A (P1) REV. 16 (05-21)
PRELIMINARY CHANGE OF OWNERSHIP REPORT
To be completed by the transferee (buyer) prior to a transfer of subject property,
in accordance with section 480.3 of the Revenue and Taxation Code. A
Preliminary Change of Ownership Report must be filed with each conveyance in
the County Recorder’s office for the count
y where the property is located.
STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY
YES NO
This property is intended as my principal residence. If YES, please indicate the date of occupancy
or intended occupancy.
MO DAY YEAR
YES NO
Are you a disabled veteran, or the unmarried surviving spouse of a disabled veteran, who, due to a service connected injury or
disease, was either rated 100% disabled or compensated at 100% due to unemployability by the Department of Veterans Aairs?
MAIL PROPERTY TAX INFORMATION TO (NAME)
MAIL PROPERTY TAX INFORMATION TO (ADDRESS)
CITY STATE ZIP CODE
PART 1. TRANSFER INFORMATION Please complete all statements.
This section contains possible exclusions from reassessment for certain types of transfers.
YES NO
A. This transfer is solely between spouses (addition or removal of a spouse, death of a spouse, divorce settlement, etc.).
B. This transfer is solely between domestic partners currently registered with the California Secretary of State (addition or removal of
a partner, death of a partner, termination settlement, etc.).
This is a transfer:
between parent(s) and child(ren) between grandparent(s) and grandchild(ren).
Was this the transferor/grantor’s principal residence? YES
NO
*
D. This transfer is the result of a cotenant’s death. Date of death ___________________________
E. This transaction is to replace a principal residence owned by a person 55 years of age or older.
Within the same county?
YES
F. This transaction is to replace a principal residence by a person who is severely disabled.
Within the same county?
YES NO
*
G. This transaction is to replace a principal residence substantially damaged or destroyed by a wildre or natural disaster for which
the Governor proclaimed a state of emergency. Within the same county?
*
YES NO
H. 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).
If YES, please explain:
I. The recorded document creates, terminates, or reconveys a lender's interest in the property.
J. This transaction is recorded only as a requirement for nancing purposes or to create, terminate, or reconvey a security interest
(e.g., cosigner). If YES, please explain:
K. The recorded document substitutes a trustee of a trust, mortgage, or other similar document.
L. This is a transfer of property:
1. to/from a revocable trust that may be revoked by the transferor and is for the benet of
the transferor, and/or the transferor's spouse registered domestic partner.
2. to/from an irrevocable trust for the benet of the
creator/grantor/trustor and/or grantor's/trustor grantor’s/trustor’s registered domestic partner.
M. This property is subject to a lease with a remaining lease term of 35 years or more including written options.
N. This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel
being transferred remain exactly the same after the transfer.
O. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions, or restrictions
imposed by specied nonprot corporations.
*
P. This transfer is to the rst purchaser of a new building containing a leased owned active solar energy system.
’s spouse
*
C.
Q. Other. This transfer is to ____________________________________________________________
* Please refer to the instructions for Part 1.
Please provide any other information that will help the Assessor understand the nature of the transfer.
THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION
ASSESSOR’S PARCEL NUMBER
SELLER/TRANSFEROR
BUYER/TRANSFEREE
BUYER’S DAYTIME TELEPHONE NUMBER
BUYER’S EMAIL ADDRESS
ERNEST J. DRONENBURG, JR.
S
AN DIEGO COUNTY
ASSESSOR/RECORDER/COUNTY CLERK
1600 PACIFIC
HIGHWAY, SUITE 103, SAN DIEGO, CA 92101
PHONE (619) 531-5730 EMAIL: ARCCTITLE@SDCOUNTY.CA.GOV
FOR RECORDER USE ONLY
BOE-502-A (P2) REV. 16 (05-21)
PART 2. OTHER TRANSFER INFORMATION
Check and complete as applicable.
A. Date of transfer, if other than recording date:
B. Type of transfer:
Purchase Foreclosure Gift Trade or exchange Merger, stock, or partnership acquisition (Form BOE-100-B)
Contract of sale. Date of contract: Inheritance. Date of death:
Sale/leaseback
Creation of a lease Assignment of a lease Termination of a lease. Date lease began:
Original term in years (including written options):
Remaining term in years (including written options):
Other. Please explain:
C. Only a partial interest in the property was transferred.
YES NO
If YES, indicate the percentage transferred:
%
PART 3. PURCHASE PRICE AND TERMS OF SALE
Check and complete as applicable.
A. Total purchase price $_______________
B. Cash down payment or value of trade or exchange excluding closing costs Amount $_______________
C. First deed of trust @ ______% interest for ______ years. Monthly payment $_____________ Amount $_______________
Fixed rate
Variable rate
FHA (___Discount Points)
Cal-Vet
VA (___Discount Points)
Bank/Savings & Loan/Credit Union
Loan carried by seller
Balloon payment $_____________ Due date: _____________
D. Second deed of trust @ ______% interest for ______ years. Monthly payment $_____________ Amount $_______________
Fixed rate
Variable rate Bank/Savings & Loan/Credit Union Loan carried by seller
Balloon payment $_____________
Due date: _____________
E. Was an Improvement Bond or other public nancing assumed by the buyer?
YES
NO
____________ Outstanding balance $___
F. Amount, if any, of real estate commission fees paid by the buyer which are not included in the purchase price $_______________
G. The property was purchased:
Through real estate broker. Broker name:
Phone number:
Direct from seller
From a family member-Relationship
Other. Please explain:
H. Please explain any special terms, seller concessions, broker/agent fees waived, nancing, and any other information (e.g., buyer assumed the
existing loan balance) that would assist the Assessor in the valuation of your property.
PART 4. PROPERTY INFORMATION
Check and complete as applicable.
A. Type of property transferred
Single-family residence
Co-op/Own-your-own
Manufactured home
Multiple-family residence. Number of units:
Condominium
Unimproved lot
Other. Description: (i.e., timber, mineral, water rights, etc.) Timeshare Commercial/Industrial
B.
YES
NO
Personal/business property, or incentives, provided by seller to buyer are included in the purchase price. Examples of personal
property are furniture, farm equipment, machinery, etc. Examples of incentives are club memberships, etc. Attach list if available.
If YES, enter the value of the personal/business property:
$
Incentives
$
C.
YES
NO
A manufactured home is included in the purchase price.
If YES, enter the value attributed to the manufactured home:
$
YES
NO
The manufactured home is subject to local property tax. If NO, enter decal number:
D.
YES
NO
The property produces rental or other income.
If YES, the income is from:
Lease/rent
Contract
Mineral rights Other:
E.
The condition of the property at the time of sale was:
Good Average Fair Poor
Please describe: __________________________________________________________________________________________________
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.
SIGNATURE OF BUYER/TRANSFEREE OR CORPORATE OFFICER
t
DATE TELEPHONE
( )
NAME OF BUYER/TRANSFEREE/PERSONAL REPRESENTATIVE/CORPORATE OFFICER (PLEASE PRINT) TITLE EMAIL ADDRESS
The Assessor’s oce may contact you for additional information regarding this transaction.
( )
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PRELIMINARY CHANGE OF OWNERSHIP REPORT (California)

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Completed 31 January 2022

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