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Orange: BOE-502-D

Orange: BOE-502-D for 2016

CHANGE IN OWNERSHIP STATEMENT, DEATH OF REAL PROPERTY OWNER

  • BASIC DETAILS
    Yes No
    Did the decedent have an interest in real property in this county? If YES, answer all questions. If NO, sign and complete the certification on page 2.

    (*If more than 1 parcel, attach separate sheet.)

    DESCRIPTIVE INFORMATION (IF APN UNKNOWN)

    Copy of deed by which decedent acquired title is attached.
    Copy of decedent’s most recent tax bill is attached.
    Deed or tax bill is not available; legal description is attached.

    DISPOSITION OF REAL PROPERTY

    Succession without a will
    Probate Code 13650 distribution
    Affidavit of death of joint tenant
    Decree of distribution pursuant to will
    Action of trustee pursuant to terms of a trust

    TRANSFER INFORMATION (CHECK ALL THAT APPLY AND LIST DETAILS BELOW)

    Check all that apply and list details below.
    Decedent’s spouse
    Decedent’s child(ren) or parent(s.) If qualified for exclusion from assessment, a Claim for Reassessment Exclusion for Transfer Between Parent and Child must be filed (see instructions).
    Decedent’s grandchild(ren.) If qualified for exclusion from assessment, a Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild must be filed (see instructions).
    Cotenant to cotenant. If qualified for exclusion from assessment, an Affidavit of Cotenant Residency must be filed (see instructions).
    Other beneficiaries or heirs.
    A trust.

    List names and percentage of ownership of all beneficiaries or heirs:


    This property has been or will be sold prior to distribution. (Attach the conveyance document and/or court order).
    NOTE: Sale of the property does not relieve the need to file a Claim for Reassessment Exclusion for Transfer Between Parent and Child if appropriate.

    Yes No
    Will the decree of distribution include distribution of an ownership interest in any legal entity that owns real property in this county?
    Yes No
    If YES, will the distribution result in any person or legal entity obtaining control of more than 50% of the ownership of that legal entity?
    If YES, complete the following section.
    Yes No
    Was the decedent the lessor or lessee in a lease that had an original term of 35 years or more, including renewal options?
    If YES, provide the names and addresses of all other parties to the lease.

    MAILING ADDRESS FOR FUTURE PROPERTY TAX STATEMENTS

  • CERTIFICATION

    I certify (or declare) under penalty of perjury under the laws of the State of California that the information contained herein is true, correct and complete to the best of my knowledge and belief.