Form BOE-502-A "Preliminary Change of Ownership Report" - County of San Diego, California

What Is Form BOE-502-A?

This is a legal form that was released by the Assessor, Recorder, County Clerk's Office - County of San Diego, California - a government authority operating within California. The form may be used strictly within County of San Diego. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on May 1, 2021;
  • The latest edition provided by the Assessor, Recorder, County Clerk's Office - County of San Diego, California;
  • Easy to use and ready to print;
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  • Fill out the form in our online filing application.

Download a fillable version of Form BOE-502-A by clicking the link below or browse more documents and templates provided by the Assessor, Recorder, County Clerk's Office - County of San Diego, California.

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Download Form BOE-502-A "Preliminary Change of Ownership Report" - County of San Diego, California

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BOE-502-A (P1) REV. 16 (05-21)
ERNEST J. DRONENBURG, JR.
SAN DIEGO COUNTY ASSESSOR/RECORDER/COUNTY CLERK
PRELIMINARY CHANGE OF OWNERSHIP REPORT
1600 PACIFIC HIGHWAY, SUITE 103, SAN DIEGO, CA 92101
PHONE (619) 531-5730
EMAIL: ARCCTITLE@SDCOUNTY.CA.GOV
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
FOR RECORDER USE ONLY
the County Recorder’s office for the county where the property is located.
ASSESSOR’S PARCEL NUMBER
SELLER/TRANSFEROR
BUYER/TRANSFEREE
BUYER’S DAYTIME TELEPHONE NUMBER
BUYER’S EMAIL ADDRESS
STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY
MO
DAY
YEAR
This property is intended as my principal residence. If YES, please indicate the date of occupancy
YES
NO
or intended occupancy.
Are you a disabled veteran, or the unmarried surviving spouse of a disabled veteran, who, due to a service connected injury or
YES
NO
disease, was either rated 100% disabled or compensated at 100% due to unemployability by the Department of Veterans Affairs?
MAIL PROPERTY TAX INFORMATION TO (NAME)
CITY
STATE ZIP CODE
MAIL PROPERTY TAX INFORMATION TO (ADDRESS)
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.).
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.).
between parent(s) and child(ren)
between grandparent(s) and grandchild(ren).
C.
This is a transfer:
*
Was this the transferor/grantor’s principal residence?
YES
NO
D. This transfer is the result of a cotenant’s death. Date of death ___________________________
*
E. This transaction is to replace a principal residence owned by a person 55 years of age or older.
*
Within the same county?
YES
NO
F. This transaction is to replace a principal residence by a person who is severely disabled.
*
YES
NO
Within the same county?
G. This transaction is to replace a principal residence substantially damaged or destroyed by a wildfire or natural disaster for which
*
YES
NO
the Governor proclaimed a state of emergency. Within the same county?
H. 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:
I. The recorded document creates, terminates, or reconveys a lender's interest in the property.
J. 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:
K. The recorded document substitutes a trustee of a trust, mortgage, or other similar document.
L. 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 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.
M. This property is subject to a lease with a remaining lease term of 35 years or more including written options.
N. 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.
O. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions, or restrictions
imposed by specified nonprofit corporations.
*
P. This transfer is to the first purchaser of a new building containing a
leased
owned active solar energy system.
Q. Other. This transfer is to ____________________________________________________________
* Please refer to the instructions for Part 1.
Please provide any other information that will help the Assessor understand the nature of the transfer.
THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION
BOE-502-A (P1) REV. 16 (05-21)
ERNEST J. DRONENBURG, JR.
SAN DIEGO COUNTY ASSESSOR/RECORDER/COUNTY CLERK
PRELIMINARY CHANGE OF OWNERSHIP REPORT
1600 PACIFIC HIGHWAY, SUITE 103, SAN DIEGO, CA 92101
PHONE (619) 531-5730
EMAIL: ARCCTITLE@SDCOUNTY.CA.GOV
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
FOR RECORDER USE ONLY
the County Recorder’s office for the county where the property is located.
ASSESSOR’S PARCEL NUMBER
SELLER/TRANSFEROR
BUYER/TRANSFEREE
BUYER’S DAYTIME TELEPHONE NUMBER
BUYER’S EMAIL ADDRESS
STREET ADDRESS OR PHYSICAL LOCATION OF REAL PROPERTY
MO
DAY
YEAR
This property is intended as my principal residence. If YES, please indicate the date of occupancy
YES
NO
or intended occupancy.
Are you a disabled veteran, or the unmarried surviving spouse of a disabled veteran, who, due to a service connected injury or
YES
NO
disease, was either rated 100% disabled or compensated at 100% due to unemployability by the Department of Veterans Affairs?
MAIL PROPERTY TAX INFORMATION TO (NAME)
CITY
STATE ZIP CODE
MAIL PROPERTY TAX INFORMATION TO (ADDRESS)
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.).
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.).
between parent(s) and child(ren)
between grandparent(s) and grandchild(ren).
C.
This is a transfer:
*
Was this the transferor/grantor’s principal residence?
YES
NO
D. This transfer is the result of a cotenant’s death. Date of death ___________________________
*
E. This transaction is to replace a principal residence owned by a person 55 years of age or older.
*
Within the same county?
YES
NO
F. This transaction is to replace a principal residence by a person who is severely disabled.
*
YES
NO
Within the same county?
G. This transaction is to replace a principal residence substantially damaged or destroyed by a wildfire or natural disaster for which
*
YES
NO
the Governor proclaimed a state of emergency. Within the same county?
H. 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:
I. The recorded document creates, terminates, or reconveys a lender's interest in the property.
J. 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:
K. The recorded document substitutes a trustee of a trust, mortgage, or other similar document.
L. 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 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.
M. This property is subject to a lease with a remaining lease term of 35 years or more including written options.
N. 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.
O. This is a transfer subject to subsidized low-income housing requirements with governmentally imposed restrictions, or restrictions
imposed by specified nonprofit corporations.
*
P. This transfer is to the first purchaser of a new building containing a
leased
owned active solar energy system.
Q. Other. This transfer is to ____________________________________________________________
* Please refer to the instructions for Part 1.
Please provide any other information that will help the Assessor understand the nature of the transfer.
THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION
BOE-502-A (P2) REV. 16 (05-21)
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:
Inheritance. Date of death:
Sale/leaseback
Creation of a lease
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.
If YES, indicate the percentage 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
Amount $_______________
C. First deed of trust @ ______% interest for ______ years.
Monthly payment $_____________
Amount $_______________
FHA (___
)
Cal-Vet
VA (___
)
Discount Points
Discount Points
Variable rate
Fixed rate
Bank/Savings & Loan/Credit Union
Loan carried by seller
Balloon payment $_____________
Due date: _____________
D. Second deed of trust @ ______% interest for ______ years. Monthly payment $_____________
Amount $_______________
Variable rate
Bank/Savings & Loan/Credit Union
Loan carried by seller
Fixed rate
Due date: _____________
Balloon payment $_____________
E. Was an Improvement Bond or other public financing assumed by the buyer?
YES
NO
Outstanding balance $___
____________
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. Broker name:
Phone number:
Direct from seller
From a family member-Relationship
Other. Please explain:
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
Manufactured home
Co-op/Own-your-own
Multiple-family residence. Number of units:
Unimproved lot
Condominium
Other. Description: (i.e., timber, mineral, water rights, etc.)
Timeshare
Commercial/Industrial
NO Personal/business property, or incentives, provided by seller to buyer are included in the purchase price. Examples of personal
B.
YES
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:
$
Incentives $
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. If NO, enter decal number:
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
Please describe: __________________________________________________________________________________________________
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.
SIGNATURE OF BUYER/TRANSFEREE OR CORPORATE OFFICER
DATE
TELEPHONE
(
)
NAME OF BUYER/TRANSFEREE/PERSONAL REPRESENTATIVE/CORPORATE OFFICER (PLEASE PRINT) TITLE
EMAIL ADDRESS
The Assessor’s office may contact you for additional information regarding this transaction.
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