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Statement Of Change In Beneficial Interest Form. This is a California form and can be use in Marin Local County.
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Tags: Statement Of Change In Beneficial Interest, California Local County, Marin
STATEMENT OF CHANGE IN BENEFICIAL INTEREST
APN: ___________________________
ROLL: ___________________________
INSTRUCTIONS: COMPLETE A SEPARATE FORM FOR EACH
PARCEL FOR WHICH AN ASSESSOR’S PARCEL NUMBER HAS
BEEN ASSIGNED. ANSWER EACH QUESTION AND UPON
COMPLETION OF FORM SIGN AND SEND ORIGINAL TO:
COUNTY OF MARIN, OFFICE OF THE ASSESSOR-RECORDER
JOAN C. THAYER, ASSESSOR-RECORDER
P.O. BOX C, CIVIC CENTER BRANCH
SAN RAFAEL, CA 94913
• ___________________________
• ___________________________
•
DOD:
REF#:
TT:
TRSF:
ENRL:
MAC:
___________________________
___________________________
___________________________
___________________________
___________________________
___________________________
___________________________
Areas Inside Shaded Borders
For Assessor-Recorder’s Use Only
A. Decedent’s Name: __________________________________________________
Date of Death:_________
Probate File #:________
County: __________
1. Assessor’s Parcel Number(s): _____________________________________
2. Property Address: _______________________________________________
B. Disposition of the real property will be: (check one)
c Intestate succession.
c Affidavit of death.
c Distribution of community property to surviving spouse.
c Decree of distribution pursuant to will.
c Action of trustee pursuant to terms of a trust.
c Other (explain on reverse side)
C. This property has been sold / will be sold prior to distribution.
c Yes c No
D. Name and mailing address to be used for future tax statements:
Continue to next page
Civic Center • P. O. Box C • San Rafael, CA 94913 • 415/499-7231 • FAX 415/499-6255
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∂
APN: ______________________ DOD: _________________ DEED REF# __________________
1. Please supply all anticipated successor(s) in interest, relationship to decedent and
percentage of interest to be acquired. If the property is for sale or has sold, who is
entitled to the proceeds and what percentage are they to receive?
Successor (beneficiary)
Relationship
% Interest
2. Please provide any additional information regarding the question above, or other
information, that may help the Assessor-Recorder understand the nature of the transfer.
(Attach additional sheets if necessary)
CERTIFICATION
I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing
and all information hereon, including accompanying statements or documents, is true, correct and
complete to the best of my knowledge and belief. This declaration is binding on each and every coowner and/or partner.
SIGNATURE OF ADMINISTRATOR/EXECUTOR/TRUSTEE/ATTORNEY
TITLE
PRINT NAME
DATE
ADDRES S
TELEPHONE NUMBER (8 a.m. – 5 p.m.)
(
)
The Assessor may contact you for additional information if necessary. If you have any questions, please call
(415) 499-7360 between 8 a.m. and 3 p.m. (PST) Monday through Friday.
125-450 (081602)
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