Form Boe-261 - Claim For Veterans' Exemption
ADVERTISEMENT
1
2
3
420
CLAIM FOR VETERANS’ EXEMPTION
BOE-261 (S1F) REV. 9 (8-06)
File this claim with the Assessor by February 15, 20
STATE OF CALIFORNIA
COUNTY OF
FOR ASSESSOR’S USE ONLY
NAME AND MAILING ADDRESS
VETERAN’S NAME
SERVICE NO.
BRANCH OF SERVICE
PENSION NO.
SERVICE: FROM
TO
CHARACTER OF DISCHARGE
FORM NO.
CAMPAIGN OR WAR
CORRECT
MEDAL AWARDED, IF IN A CAMPAIGN
MAILING
ADDRESS HERE
All questions on this form must be answered. If you do not answer all questions, your claim may be denied. Read instructions before completing the form.
(
)
1. My legal residence on January 1, 20
was
(street no.)
(city)
(state)
(zip code)
(phone no.)
2. I am
Single
Married
Widow
Widower
Legally separated
Divorced
Pensioned parent
My spouse’s name is
(first)
(initial)
(last, maiden name if wife)
If you or your spouse or both own or are purchasing any of the following as of 12:01 a.m. January 1, 20
, list below.
3.
Yes
No
Real estate located in
County
ASSESSOR’S
Parcel No., Tract and Lot, or other Description from Deed, Contract, or Tax Bill
USE ONLY
A
B
Assessed or
4.
Yes
No
Real estate located outside
County
Market Value
County Seat and State
(indicate which)
Parcel No. or Legal Description
A
$
B
$
5.
Yes
No
Boat/Aircraft Reg. No.
(address where stored, docked, or hangered)
(county)
6
Yes
No
Interest in an unincorporated business or farm
.
Name of business
Address
I and/or my spouse own
% of this business or farm.
Total non-assessable business assets (except vehicles which should be entered in question 10) such as inventory, cash on hand, checking
and savings accounts, accounts receivable, stocks, bonds, liquor license:
$
times my and/or my spouse’s ownership interest
% = $
(Note: if you own livestock or a racehorse, see instructions for question 6.)
7. My household furnishings and personal effects are located at
(street address)
(city)
8
Report all cash in possession, in safe deposit boxes, and in personal checking and savings accounts in banks, savings and loan,
.
building and loan, postal savings, credit unions, etc. (Note: Do not include that reported in Item 6 above.)
YOU MUST ENTER AN AMOUNT $
Market Value
9.
Yes
No
Stocks & bonds (listed or unlisted), including mutual funds, and U.S. Bonds
Per Unit
Name of Stock, Bond, etc.
Quantity
12:01 a.m. Jan 1
Total Value
$
$
10.
Yes
No Automobiles, trucks, trailers, motorcycles, etc., registered in my name, my spouse’s name, or name of my business
Class
Code from
Body
No. of
Total
Reg. Card
Registered Owner
Year
Make
Type
Doors
Model
Cyl.
Lic. Fees
11.
Yes
No Money owed to me and/or my spouse on mortgages, trust deeds, personal loans, etc.
Amount $
12.
Yes
No Cash or loan value (not face value) of life insurance policies
Amount $
13.
Yes
No Any other investments or interests in property
Value $
(If yes, show type, location, and value of each item on the reverse side.)
14. I elect to have the veterans’ exemption applied to property identified on line
3A
3B
4A
4B
5
6
13 (identify
). (Enter 1st, 2nd, 3rd, etc., choice in boxes after reading instructions.)
CERTIFICATION
TOTAL
(This section to be completed by the Assessor)
I certify (or declare) under penalty of perjury under the laws of the
State of California that the foregoing and all information hereon,
Assessed value of real property in this county
$
including any accompanying statements or documents, is true,
Assessed value of personal property in this county
$
correct and complete to the best of my knowledge and belief.
Total assessed value of property in this county
$
SIGNATURE OF PERSON MAKING CLAIM
DATE
Veterans’ exemption allowed — this county
$
?
Exemption available to
County
$
(see instructions)
Exemption available to
County
$
LEGAL CAPACITY
If statement is taken in the presence of Assessor’s designee initial below.
Receipt:
Given or
Mailed
Date
20
RECEIPT — DO NOT DETACH
This is to certify that the veteran named hereon has filed for the
20
Claim for Veterans’ Exemption received from:
veterans’ exemption under sections 252, 255, and 260 of the Revenue
and Taxation Code of the State of California.
Assessor
County
(designee)
(date)
(Claim must be filed by February 15 each year.)
This receipt must be validated by the Assessor or a designee of
County and presented in case of any misunderstanding.
INFORMATION ON THIS CLAIM MAY BE COMPARED WITH YOUR FEDERAL AND STATE INCOME TAX RETURNS AND IS SUBJECT TO
SUBSEQUENT AUDIT. THIS EXEMPTION CLAIM IS A PUBLIC RECORD AND IS SUBJECT TO PUBLIC INSPECTION.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial