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Preliminary Change Of Ownership (San Diego) Form. This is a California form and can be use in San Diego Local County.
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Tags: Preliminary Change Of Ownership (San Diego), BOE-502-A, California Local County, San Diego
BOE-502-A (P1) REV. 11 (07-10)
FOR RECORDER USE ONLY
ERNEST J. DRONENBURG, JR.
SAN DIEGO COUNTY ASSESSOR / RECORDER / CLERK
1600 PACIFIC HIGHWAY, SUITE 103
SAN DIEGO, CALIFORNIA 92101
TELEPHONE (619) 531-5848
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. Please answer all questions in each section, and sign
and complete the certification before filing. This form may be used in all 58
California counties. If a document evidencing a change in ownership is
presented to the Recorder for recordation without the concurrent filing of a
Preliminary Change of Ownership Report, the Recorder may charge an
additional recording fee of twenty dollars ($20).
NOTICE: The property which you acquired may be subject to a supplemental assessment in an amount to be determined by the County Assessor.
Supplemental assessments are not paid by the title or escrow company at close of escrow, and are not included in lender impound accounts. You may be
responsible for the current or upcoming property taxes even if you do not receive the tax bill.
NV-O
NV-T
CSH
PP
AREA
SELLER/TRANSFEROR
ASSESSOR'S PARCEL NUMBER
BUYER/TRANSFEREE
BUYER'S DAYTIME TELEPHONE NUMBER
(
)
STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY
MAIL PROPERTY TAX INFORMATION TO (NAME)
ADDRESS
YES
CITY
NO
This property is intended as my principal residence. If YES, please indicate the date of occupancy
or intended occupancy.
PART 1. TRANSFER INFORMATION
STATE
MO
ZIP CODE
DAY
YEAR
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)
grandparent(s) and grandchild(ren).
* D. This transaction is to replace a principal residence by a person 55 years of age or older. Within
YES
NO
the same county?
* E. 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
F. 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: ____________________________________________________________________________________________
G. The recorded document creates, terminates, or reconveys a lender's interest in the property.
H. 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: ____________________________________________________________________________________
I. The recorded document substitutes a trustee of a trust, mortgage, or other similar document.
J. 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.
K. This property is subject to a lease with a remaining lease term of 35 years or more including written options.
L. 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.
M. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions.
* N. This transfer is to the first purchaser of a new building containing an active solar energy system.
* If you checked YES to statements C, D, or E, you may qualify for a property tax reassessment exclusion, which may allow you to maintain your previous
tax base. If you checked YES to statement N, you may qualify for a property tax new construction exclusion. A claim form must be filed and all
requirements met in order to obtain any of these exclusions. Contact the Assessor for claim forms.
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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BOE-502-A (P2) REV. 11 (07-10)
PART 2. OTHER TRANSFER INFORMATION
Check and complete as applicable.
A. Date of transfer, if other than recording date:______________
B. Type of transfer:
Purchase
Foreclosure
Gift
Trade or exchange
Merger, stock, or partnership acquisition (Form BOE-100-B)
Contract of sale. Date of contract:___________________
Sale/leaseback
Creation of a lease
Inheritance. Date of death: ____________
Assignment of a lease
Termination of a lease. Date lease began: _______________________
Original term in years (including written options):_______ Remaining term in years (including written options): _________
Other. Please explain: ______________________________________________________________________________________________
C. Only a partial interest in the property was transferred.
YES
NO
PART 3. PURCHASE PRICE AND TERMS OF SALE
If YES, indicate the percentage transferred: ___________________%
Check and complete as applicable.
$
A. Total purchase or acquisition price. Do not include closing costs or mortgage insurance.
Down payment:
$___________________
Interest rate:_________%
Seller-paid points or closing costs: $ ____________________
Balloon payment: $ ____________________
Loan carried by seller
Assumption of Contractual Assessment* with a remaining balance of: $ ____________________
* An assessment used to finance property-specific improvements that constitutes a lien against the real property.
B. The property was purchased:
Direct from seller
Through real estate broker. Broker name:
Phone number:
(
)
From a family member
Other. Please explain: __________________________________________________________________________________________________
C. Please explain any special terms, seller concessions, financing, and any other information (e.g., buyer assumed the existing loan balance) that would
assist the Assessor in the valuation of your property.
PART 4. PROPERTY INFORMATION
A.
Check and complete as applicable.
Type of property transferred
Single-family residence
C.
Manufactured home
Condominium
Unimproved lot
Other. Description: (i.e., timber, mineral, water rights, etc.)
B.
Co-op/Own-your-own
Multiple-family residence. Number of units:
Timeshare
Commercial/Industrial
YES
NO Personal/business property, or incentives, are included in the purchase price. Examples are furniture, farm equipment,
machinery, club memberships, etc. Attach list if available.
If YES, enter the value of the personal/business property:
$ ___________________
YES
NO A manufactured home is included in the purchase price.
If YES, enter the value attributed to the manufactured home: $____________________
YES
NO The manufactured home is subject to local property tax. If NO, enter decal number: _________________
D.
E.
YES
NO The property produces rental or other income.
If YES, the income is from:
Lease/rent
Contract
Mineral rights
The condition of the property at the time of sale was:
Good
Other: ____________________________________________
Average
Fair
Poor
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 any
accompanying statements or documents, is true and correct to the best of my knowledge and belief. This declaration is binding on each and every
buyer/transferee.
SIGNATURE OF BUYER/TRANSFEREE OR CORPORATE OFFICER
DATE
NAME OF BUYER/TRANSFEREE/LEGAL REPRESENTATIVE/CORPORATE OFFICER (PLEASE PRINT)
TITLE
E-MAIL ADDRESS
The Assessor's office may contact you for additional information regarding this transaction.
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