Inheritance, gifts & exclusions
Trust transfers, Proposition 19 and transfer exclusions.
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16 documents · Page 1 of 1
Guidance & procedures · California
BOE-19-B — Claim for Transfer of Base Year Value to Replacement Primary Residence for Persons at Least Age 55 Years
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-19-D — Claim for Transfer of Base Year Value to Replacement Primary Residence for Severely and Permanently Disabled Persons
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-19-G — Claim for Reassessment Exclusion for Transfer Between Grandparent and Grandchild Occurring on or After February 16, 2021
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-19-P — Claim for Reassessment Exclusion for Transfer Between Parent and Child Occurring on or After February 16, 2021
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-19-V — Claim for Transfer of Base Year Value to Replacement Primary Residence for Victims of Wildfire or Other Natural Disaster
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-58-AH — Reassessment Exclusion for Transfer between Parent and Child (Claim for)
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-58-G — Reassessment Exclusion for Transfer from Grandparent to Grandchild (Claim for)
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-60-AH — Person(s) at Least 55 Years of Age for Transfer of Base-Year Value to Replacement Dwelling (Claim of)
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-60-NR — Notice of Rescission of Claim to Transfer Base Year Value to Replacement Dwelling Under Revenue and Taxation Code Section 69.5
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-62 — Disabled Persons Claim for Transfer of Base Year Value to Replacement Dwelling
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-62-R — Reassessment Exclusion for Transfer of Corporation Stock From Parent to Child
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-65-CP — Transfer of Base Year Value from Qualified Contaminated Property to Replacement Property (Claim for)
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-65-P — Intracounty Transfer of Base Year Value to Replacement Property for Property Damaged or Destroyed in a Governor-Declared Disaster (Claim for)
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-65-PT — Intercounty Transfer of Base-Year Value To Replacement Property from Principal Residence Damaged or Destroyed in a Governor-Declared Disaster (Claim for)
2026-09-26
Sample form — not for filing.
Guidance & procedures · California
BOE-68 — Base Year Value Transfer — Acquisition by Public Entity (Claim for)
2026-09-26
Sample form — not for filing.
Law & regulations · California
California Revenue and Taxation Code
California Revenue and Taxation Code — CHAPTER 2. Change in Ownership and Purchase 60-69.6
2026-09-24
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