Form Boe-502-A (P1) - Preliminary Change Of Ownership Report - 2013
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2BOE-502-A (P1) REV. 12 (05-13)
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 county where the
property is located.
ASSESSOR'S PARCEL NUMBER
NAME AND MAILING ADDRESS OF BUYER/TRANSFEREE
(Make necessary corrections to the printed name and mailing address)
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
(
) YES
(
) NO This property is intended as my principal residence. If YES, please indicate the date of occupancy
MO
DAY
YEAR
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)
(
) from grandparent(s) and 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.
(
)
(
)
4. to/from an irrevocable trust from which the property reverts to the creator/grantor/trustor within 12 years.
(
)
(
) 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
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