Grantor(s) Information

Name 1

What portion of the grantor's interest in property is being transferred?
All Other

Grantee(s) Information

MANNER OF HOLDING TITLE FOR CONCURENT OWNERS (Check ALL boxes that apply to your situation; if no title is desired, “No Designation” must be marked): See page six of this workbook for a description of the various forms of holding title.

Joint Tenants

Tenants in Common

Community Property with Right of Survivorship

Community Property (Without right of Survivorship)

No Designation

Address of the property to be transferred

Address

City, State, Zip

County

The property is (Check One Only)
Within The City Limits In an Unincorporated Area

Assessor’s Parcel Number (if known):

Attach a legible copy of latest recorded Grant Deed, or Quitclaim Deed. Do not send a Deed of Trust, Deed of Reconveyance, Tax Statement, or Affidavit of Death. Choose a file

Max. size: 50.0 MB

Address to receive recorded deed and tax statements

Address to receive recorded deed and tax statements
To new owner at the address listed above. Or

Grantee(s) Phone Number

Is this property the personal residence of any of the grantee(s)?
Yes No

Notary State

Notate County

Is this transfer between PARENTS and CHILDREN?
Yes No

Real Property Transfer Tax Exemption Information

Real Property Transfer Tax Exemption Information
No exemption. Do not list any transfer tax exemptions on deed. Indicate the value of the transfer on which to base the Transfer Tax: Conveyances Transferring Interests Into or out of a Living Trust “Grantee is a trust for the benefit of the Grantors, R&T 11930.” Conveyances Given For No Value “Transfer is a gift or by reason of death, R&T 11930.” NOTE: Some cities such as Oakland, Vallejo, San Jose, and others have their own City Transfer Taxes. Even if you claim this transfer is a gift, these cities may not allow a full exemption of the City Transfer Tax if there is a mortgage on the property. These cities may review the transfer long after the deed has been recorded and send you a bill for the Transfer Tax. Please indicate whether the property is Conveyances to Confirm a Change of Name or Changing Manner in Which Title is Held “This conveyance changes the manner in which held / confirms a change of name, and the grantor(s) and grantee(s) remain the same and continue to hold the same proportionate interest, R&T 11911.” Conveyances from an individual to or from a legal entity where the underlying ownership is the same.“The grantors and the grantees in this conveyance are comprised of the same parties who continue to hold the same proportionate interest in the property, R&T 11925(d).” NOTE: You must submit copies of the business documents (such as an LLC operating agreement, partnership agreement, or other ownership paperwork) to prove this exemption. Conveyances to Establish Sole and Separate Property of a Spouse “This conveyance establishes sole and separate property of a spouse, R&T 11911.” Conveyance in Dissolution of Marriage “This conveyance is in dissolution of marriage by one spouse to the other, R&T 11927.” Other (specify code section from your county's list of exemptions if not otherwise provided for above.)

Note: The transfer of your property may result in gift taxes, the requirement that a gift tax return be filed, capital gains tax implications, the levy of a documentary transfer tax, may trigger a reassessment of your property, or may result in some other type of tax assessment. It is solely your responsibility to pay any applicable documentary transfer fees that may be levied or to pay any increased taxes in case of a higher property tax reassessment. Filing a Preliminary Change of Ownership Report (PCOR) will be required by your county. An extra recording fee is generally charged by the County Recorder’s office if the PCOR is not file at the time of recordation of the document. Please consult your Certified Public Accountant, Enrolled Agent, attorney, or other tax professional if you have any question regarding the tax implications of this transfer.

Only Answer these question if this is for inter-spousal or inter-domestic partner transfer

Please describe your relationship:

Grantor and Grantee are or were legally married under state law. Please prepare an

Grantor and Grantee are or were Domestic Partners registered with the California Secretary of State. Please prepare an

Our marriage or partnership has since been dissolved and we are now single persons.

If one spouse is granting his or her interest to the other, do you also want to include the following language in the deed?

It is the express intent of the grantor, being the spouse of the grantee, to convey all right, title and interest of the grantor, community or otherwise, in and to the herein described property to the grantee as grantee's sole and separate property.”

This transfer is an Inter-spousal Transfer and not a change in ownership and does not trigger a reappraisal for property tax purposes because: (select all that apply)

This transfer creates or terminates a spouse's interest in the property.

This transfer changes the way spouses hold title to the property

This transfer is due to a divorce or legal separation.

This is a transfer to or from a spouse’s trust.

This transfer takes effect upon the death of a spouse.

This transfer distributes a legal entity’s property to a spouse or former spouse in exchange for the interest of such spouse in the legal entity in connection with a property settlement agreement or a decree of dissolution of a marriage or legal separation.

Property Transfers

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