Preliminary Change Of Ownership
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2BOE-502-A (P1) REV. 11 (07-10)
DENNIS DRAEGER
PRELIMINARY CHANGE OF OWNERSHIP REPORT
ASSESSOR-RECORDER-COUNTY CLERK
COUNTY OF SAN BERNARDINO
To be completed by the transferee (buyer) prior to a transfer of subject property, in
ASSESSOR'S OFFICE
accordance with section 480.3 of the Revenue and Taxation Code. A Preliminary
172 West Third Street
Change of Ownership Report must be filed with each conveyance in the County
San Bernardino, CA 92415
Recorder’s office for the county where the property is located. Please answer all
questions in each section, and sign and complete the certification before filing. This
(909) 387-8307 1-877-885-7654
form may be used in all 58 California counties. If a document evidencing a change in
ownership is presented to the Recorder for recordation without the concurrent filing of
a Preliminary Change of Ownership Report, the Recorder may charge an additional
recording fee of twenty dollars ($20).
NOTICE: The property which you acquired may be subject to a supplemental
assessment in an amount to be determined by the County Assessor. Supplemental
assessments are not paid by the title or escrow company at close of escrow, and are
not included in lender impound accounts. You may be responsible for the current or
upcoming property taxes even if you do not receive the tax bill.
SELLER/TRANSFEROR
ASSESSOR'S PARCEL NUMBER
BUYER/TRANSFEREE
BUYER’S DAYTIME TELEPHONE NUMBER
(
)
STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY
MAIL PROPERTY TAX INFORMATION TO (NAME)
ADDRESS
CITY
STATE ZIP CODE
MO
DAY
YEAR
This property is intended as my principal residence. If YES, please indicate the date of occupancy
YES
NO
or intended occupancy.
PART 1. TRANSFER INFORMATION
Please complete all statements.
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.).
C. This is a transfer between:
parent(s) and child(ren)
grandparent(s) and grandchild(ren).
*
D. This transaction is to replace a principal residence by a person 55 years of age or older.
*
Within the same county?
YES
NO
E. This transaction is to replace a principal residence by a person who is severely disabled as defined by Revenue and Taxation Code
*
section 69.5. Within the same county?
YES
NO
F. 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:
G. The recorded document creates, terminates, or reconveys a lender's interest in the property.
H. This transaction is recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest
(e.g., cosigner). If YES, please explain:
I. The recorded document substitutes a trustee of a trust, mortgage, or other similar document.
J. This is a transfer of property:
1. to/from a revocable trust that may be revoked by the transferor and is for the benefit of
the transferor, and/or
the transferor's spouse
registe
red domestic partner.
2. to/from a trust that may be revoked by the creator/grantor/trustor who is also a joint tenant, and which
names the other joint tenant(s) as beneficiaries when the creator/grantor/trustor dies.
3. to/from an irrevocable trust for the benefit of the
creator/grantor/trustor and/or
grantor's/trustor’s spouse
grantor’s/trustor’s registered domestic partner.
4. to/from an irrevocable trust from which the property reverts to the creator/grantor/trustor within 12 years.
K. This property is subject to a lease with a remaining lease term of 35 years or more including written options.
L. 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.
M. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions.
N. This transfer is to the first purchaser of a new building containing an active solar energy system.
*
* If you checked YES to statements C, D, or E, you may qualify for a property tax reassessment exclusion, which may allow you to
maintain your previous tax base. If you checked YES to statement N, you may qualify for a property tax new construction exclusion. A
claim form must be filed and all requirements met in order to obtain any of these exclusions. Contact the Assessor for claim forms.
Please provide any other information that will help the Assessor understand the nature of the transfer.
THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION
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