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Orange: BOE-502-A

Orange: BOE-502-A for 2016

PRELIMINARY CHANGE OF OWNERSHIP REPORT


  • Details
    Yes No
    If YES, please indicate the date of occupancy or intended occupancy.

  • 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.).

    Yes No
      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.).

    Yes No
    *C.  
    This is a transfer:     between parent(s) and child(ren) from grandparent(s) to grandchild(ren).

    Yes No
    *D.  
    This transfer is the result of a cotenant’s death. Date of death

    Yes No
    *E.  
    This transaction is to replace a principal residence by a person 55 years of age or older. Within the same county?
      
    Yes No

    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 section 69.5. Within the same county?
      
    Yes No

    Yes 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).
      

    Yes No
      H.  
    The recorded document creates, terminates, or reconveys a lender's interest in the property.

    Yes No
      I.  
    This transaction is recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest (e.g., cosigner).
      

    Yes No
      J.  
    The recorded document substitutes a trustee of a trust, mortgage, or other similar document.

    K. This is a transfer of property:

    Yes No
          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

    Yes No
          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.

    Yes No
          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.

    Yes No
      L.  
    This property is subject to a lease with a remaining lease term of 35 years or more including written options.

    Yes No
      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.

    Yes No
      N.  
    This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions.

    Yes No
      *O.  
    This transfer is to the first purchaser of a new building containing an active solar energy system.
      
    * Please refer to the instructions for Part 1.

  • 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 Trade or exchange
    Sale/leaseback Creation of a lease Assignment of a lease
    Gift Merger, stock, or partnership acquisition (Form BOE-100-B)
    Contract of sale
    Inheritance
    Termination of a lease.
    Other

    C.  
    Only a partial interest in the property was transferred.
    Yes No

  • PART 3. PURCHASE PRICE AND TERMS OF SALE
    Check and complete as applicable.

    A.   Total purchase price

    B.   Cash down payment or value of trade or exchange excluding closing costs

    C.  First deed of trust at     %  interest for     years.  Monthly payment $  
    FHA  (   Discount Points)   Cal-Vet VA  (   Discount Points)  
    Fixed rate Variable rate

    Bank/Savings & Loan/Credit Union Loan carried by seller

    Balloon payment

    D.  Second deed of trust at     %  interest for     years.  Monthly payment $  
    Fixed rate Variable rate Bank/Savings & Loan/Credit Union Loan carried by seller

    Balloon payment

    E.   Was an Improvement Bond or other public financing assumed by the buyer?
    Yes No

    F.   Amount, if any, of real estate commission fees paid by the buyer which are not included in the purchase price

    G.   The property was purchased:
    Through real estate broker
    Direct from seller
    From a family member
    Other

    H.   Please explain any special terms, seller concessions, broker/agent fees waived, 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
    Check and complete as applicable.

    A.   Type of property transferred
    Single-family residence Co-op/Own-your-own Manufactured home
    Condominium Unimproved lot Timeshare
    Commercial/Industrial
    Multiple-family residence
    Other. Description

      B.  
    Yes No
    Personal/business property, or incentives, provided by seller to buyer are included in the purchase price. Examples of personal property are furniture, farm equipment, machinery, etc. Examples of incentives are club memberships, etc. Attach list if available.
      

    If YES, enter the value of the personal/business property


      C.  
    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

      D.  
    Yes No
    The property produces rental or other income.
      

    If YES, the income is from:

    Lease/rent Contract Mineral rights
    Other

    E.   The condition of the property at the time of sale was
    Good Average Fair Poor

  • CERTIFICATION

    I certify (or declare) 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.


Please provide all required information

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