Form Boe-502-A (P1) - Preliminary Change Of Ownership Report - Santa Ana, Ca - 2013

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Webster J. Guillory
EF-502A-R01-1013-0
Orange County Assessor
BOE-502-A (P1) REV. 12 (05-13)
Civic Center Plaza, Building 11
PRELIMINARY CHANGE OF OWNERSHIP REPORT
625 N. Ross Street, Room 142
P.O. Box 1948
To be completed by the transferee (buyer) prior to a transfer of
Santa Ana, CA 92702-1948
subject property, in accordance with section 480.3 of the Revenue
(714) 834-5031
and Taxation Code. A Preliminary Change of Ownership Report
must be filed with each conveyance in the County Recorder’s office
for the county where the property is located.
NAME AND MAILING ADDRESS OF BUYER/TRANSFEREE
(Make necessary corrections to the printed name and mailing address)
ASSESSOR'S PARCEL NUMBER
SELLER/TRANSFEROR
BUYER’S DAYTIME TELEPHONE NUMBER
(
)
BUYER’S EMAIL ADDRESS
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
This section contains possible exclusions from reassessment for certain types of transfers.
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)
*
from grandparent(s) to grandchild(ren).
*
D. This transfer is the result of a cotenant’s death. Date of death ___________________________
*
E. This transaction is to replace a principal residence by a person 55 years of age or older.
Within the same county?
YES
NO
*
F. 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
G. 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:
H. The recorded document creates, terminates, or reconveys a lender's interest in the property.
I. 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:
J. The recorded document substitutes a trustee of a trust, mortgage, or other similar document.
K. 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
registered 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.
L. This property is subject to a lease with a remaining lease term of 35 years or more including written options.
M. 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.
N. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions.
O. This transfer is to the first purchaser of a new building containing an active solar energy system.
*
* 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
A002-213

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