Fillable TRANSFER BETWEEN PARENT AND CHILD CLAIM FOR REASSESSMENT (County of Lake)

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TRANSFER BETWEEN PARENT AND CHILD CLAIM FOR REASSESSMENT (County of Lake)

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BOE-58-AH (P1) REV. 20 (05-20)
CLAIM FOR REASSESSMENT EXCLUSION FOR
TRANSFER BETWEEN PARENT AND CHILD
NAME AND MAILING ADDRESS
(Make necessary corrections to the printed name and mailing address.)
A. PROPERTY
ASSESSOR’S PARCEL NUMBER
PROPERTY ADDRESS CITY
RECORDER’S DOCUMENT NUMBER DATE OF PURCHASE OR TRANSFER
PROBATE NUMBER (if applicable) DATE OF DEATH (if applicable) 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 identication purposes in the administration of any
tax.] A foreign national who cannot obtain a social security number may provide a tax identication number issued by the Internal Revenue
Service. The numbers are used by the Assessor and the state to monitor the exclusion limit.
1. Print full name(s) of transferor(s)
2. Social security number(s)
3. Family relationship(s) to transferee(s)
If adopted, age at time of adoption
4. Was this property the transferor’s principal residence?
B. TRANSFEROR(S)/SELLER(S) (additional transferors please complete Section D on the reverse)
Yes No
If yes, please check which of the following exemptions was granted or was eligible to be granted on this property:
Homeowners’ Exemption Disabled Veterans’ Exemption
5. Havetherebeenothertransfersthatqualiedforthisexclusion?
Yes No
If yes,pleaseattachalistofallprevioustransfersthatqualiedforthisexclusion.(Thislistshouldincludeforeachproperty:theCounty,As-
sessor’s parcel number, address, date of transfer, names of all the transferees/buyers, and family relationship. Transferor’s principal residence
mustbeidentied.)
6. Was only a partial interest in the property transferred?
Yes No If yes, percentage transferred %
7. Was this property owned in joint tenancy?
Yes No
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 t
he 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 parent or child (or transferor’s legal
representative) of the transferees listed in Section C. I knowingly am granting this exclusion and will not le a claim to transfer the base year value
of my principal residence under Revenue and Taxation Code section 69.5.
SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE
SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE
t
PRINTED NAME
PRINTED NAME
DATE
t
DATE
MAILING ADDRESS
DAYTIME PHONE NUMBER
( )
CITY, STATE, ZIP
EMAIL ADDRESS
(Please complete applicable information on reverse side.)
THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION
BOE-58-AH (P2) REV. 20 (05-20)
C. TRANSFEREE(S) / BUYER(S) (additional transferees please complete Section E below)
1. Print full name(s) of transferee(s)
2. Family relationship(s) to transferor(s)
If adopted, age at time of adoption
If stepparent/stepchild relationship is involved, was parent still married to or in a registered domestic partnership (registered means
registered with the California Secretary of State) with stepparent on the date of purchase or transfer?
Yes No
If no, was the marriage or registered domestic partnership terminated by: Death Divorce/Termination of partnership
If terminated by death, had the surviving stepparent remarried or entered into a registered domestic partnership as of the date of purchase
or transfer?
Yes No
If in-law relationship is involved, was the child-in-law still married to or in a registered domestic partnership with the child on the date of
purchase or transfer?
Yes No
If no, was the marriage or registered domestic partnership terminated by:
Death Divorce/Termination of partnership
If terminated by death, had the surviving child-in-law remarried or entered into a registered domestic partnership as of the date of purchase
or transfer?
Yes No
CERTIFICATION
3. ALLOCATIO
N OF EXCLUSION (If the full cash value of
the real property transferred exceeds the one million dollar value exclusion, the
transferee must specify on an attachment to this claim the amount and allocation of the exclusion that is being sought.)
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 parent or child (or transferee’s legal
representative) of the transferors listed in Section B; and that all of the transferees are eligible transferees within the meaning of section 63.1 of
the Revenue and Taxation Code.
SIGNATURE OF TRANSFEREE OR LEGAL REPRESENTATIVE
t
PRINTED NAME
DATE
MAILING ADDRESS
DAYTIME PHONE NUMBER
( )
CITY, STATE, ZIP EMAIL ADDRESS
Note: The Assessor may contact you for additional information.
D. ADDITIONAL TRANSFEROR(S) / SELLER(S)
NAME SOCIAL SECURITY NUMBER SIGNATURE RELATIONSHIP
E. ADDITIONAL TRANSFEREE(S) / BUYER(S)
NAME RELATIONSHIP
BOE-58-AH (P3) REV. 20 (05-20)
CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN PARENT AND CHILD
Revenue and Taxation Code, Section 63.1
IMPORTANT: Inordertoqualifyforthisexclusion,aclaimformmustbecompletedandsignedbythetransferorsandatransfereeandledwith
theAssessor.Aclaimformistimelyledifitisled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ledbythedatespeciedintheprecedingsentence,itwillbetimelyif
led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led,
theexclusionwillbegrantedbeginningwiththecalendaryearinwhichyoule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lethisclaimwithasmuchinformationaspossible,andlateramendthe
claim with any revised informtion. 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.
NOTE: EectiveJanuary 1,2009, RevenueandTaxationCodeSection63.1(j) allowsacountyboardofsupervisorsto authorizea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 parent-child change in ownership exclusion after two written requests have been sent to an eligible transferee by the county assessor.
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TRANSFER BETWEEN PARENT AND CHILD CLAIM FOR REASSESSMENT (County of Lake)

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Completed 13 February 2021

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