Inheritance & family transfers
Inherited property, gifts and family-transfer exclusion material.
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6 documents · Page 1 of 1
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-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-62-R — Reassessment Exclusion for Transfer of Corporation Stock From Parent to Child
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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