Boe-58-Ah - Claim For Reassessment Exclusion For Transfer Between Parent And Child

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BOE-58-AH (P1) REV. 16 (05-14) OWN 88 (REV. 11-14)
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 identification purposes in the administration of any
tax.] A foreign national who cannot obtain a social security number may provide a tax identification number issued by the Internal Revenue
Service. The numbers are used by the Assessor and the state to monitor the exclusion limit.
B. TRANSFEROR(S)/SELLER(S) (additional transferors please complete “B” on the reverse)
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?
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 qualified for this exclusion?
Yes
No
If yes, please attach a list of all previous transfers that qualified for this exclusion. (This list should include for each property: the County,
Assessor’s parcel number, address, date of transfer, names of all the transferees/buyers, and family relationship. Transferor’s principal
residence must be identified.)
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
8. If the transfer was through the medium of a trust, you must attach a copy of the trust.
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 parent or child (or transferor’s legal
representative) of the transferees listed in Section C. I knowingly am granting this exclusion and will not file 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
DATE
SIGNATURE OF TRANSFEROR OR LEGAL REPRESENTATIVE
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

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