Form Boe-502-A - Preliminary Change Of Ownership Report
Download a blank fillable Form Boe-502-A - Preliminary Change Of Ownership Report in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form Boe-502-A - Preliminary Change Of Ownership Report with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2BOE-502-A (P1) REV. 13 (06-17)
ERNEST J. DRONENBURG, JR.
SAN DIEGO COUNTY ASSESSOR/RECORDER/COUNTY CLERK
PRELIMINARY CHANGE OF OWNERSHIP REPORT
1600 PACIFIC HIGHWAY, SUITE 103, SAN DIEGO, CA 92101
TELEPHONE (619) 531-5730
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
FOR RECORDER USE ONLY
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
SELLER/TRANSFEROR
BUYER/TRANSFEREE
BUYER’S DAYTIME TELEPHONE NUMBER
BUYER’S EMAIL ADDRESS
STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY
MO
DAY
YEAR
This property is intended as my principal residence. If YES, please indicate the date of occupancy
YES
NO
or intended occupancy.
YES
NO
Are you a disabled veteran or a unmarried surviving spouse of a disabled veteran who was
compensated at 100% by the Department of Veterans Affairs?
MAIL PROPERTY TAX INFORMATION TO (NAME)
CITY
STATE
ZIP CODE
MAIL PROPERTY TAX INFORMATION TO (ADDRESS)
PART 1. TRANSFER INFORMATION
Please complete all statements.
This section contains possible exclusions from reassessment for certain types of transfers.
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) 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 owned 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
YES
section 69.5. Within the same county?
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 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, or restrictions
imposed by specified nonprofit corporations.
*
O. This transfer is to the first purchaser of a new building containing an active solar energy system.
P. Other. This transfer is to ____________________________________________________________
* 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
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Legal