Statement Of Change In Beneficial Interest
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Statement Of Change In Beneficial Interest Form. This is a California form and can be use in Sonoma Local County.
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Tags: Statement Of Change In Beneficial Interest, SOAO 346G, California Local County, Sonoma
Statement of Change in Beneficial Interest
(R&T Code Sections 60-66 and 480-485)
Upon completion, mail this form to the Sonoma County Assessor.
Instructions: Complete a separate form for each property. Answer each question.
Name of Decedent
APN:
Social Security No:
Date of Death:
Situs:
By action of the Trustee pursuant to terms of the Trust:
A.
B.
The trust continues with the present beneficial interests as indicated below:
The trust terminates and transfer is to decedent’s beneficiaries as indicated below:
Name of Beneficiary
Relationship to Deceased
% To Be Acquired
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
Tax statements regarding reassessment should be sent to: (Name, Address & Phone #)
____________________________________________________________________________________________
Person to contact for additional information, during normal business hours: (Name & Phone #)
____________________________________________________________________________________________
Signature: _____________________________________________________ Date________________________
THIS FORM DOES NOT TRANSFER TITLE. It is for assessment purposes only. Before our office can
change a name of record, a document must be recorded in the Sonoma County Recorder’s Office. You
may wish to consult an attorney or title company for information on the correct procedures and forms.
If decedent owned property in Sonoma County that is not included in this correspondence, please list.
SCAO 346G 11-04
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