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Elisa Uribe

Looking to take your tax basis with you when you move?

Before making plans to move, call the County Assessor's Office in the county you are moving to and request the most recent information concerning Proposition 60, 90 and 101. Here's a snapshot of how the law works.

Proposition 60 allowed for base value transfers to qualified replacement dwellings of "equal or lesser value" within the same county and became effective November 6, 1986.

Proposition 90 extended the Prop 60 benefits to qualified homeowners transferring their base year values from other counties and became effective July 13, 1989 in Alameda County.

Proposition 110 extended the benefits to qualified disabled homeowners of any age and became effective for replacement dwellings purchased or newly constructed on or after June 6, 1990.

Senate Bill 1692 effective September 25, 1996 allowed qualified persons who had prior claims based on age 55 to have a second claim based on disability.

 The full text of the law can be found in the State of California Property Taxes Law Guide, Volume 1.

Any person age 55 or older or severely and permanently disabled can transfer the base year value of their original property to a replacement dwelling of "equal or lesser value" that is purchased or newly constructed within two years of the sale of the original property.

The replacement residence must be located in the same country as the property being sold OR mus be located in one of the counties which have voted to pass Propstion 90 in order for the real property tax base to be transferred from the former resience to the replacement residence.

TELEPHONE NUMBERS - ASSESSOR'S DEPARTMENT

General Information

Assessee Services ...................................510 / 272-3787

Base Value Transfers .............................510 / 272-3787

(Age 55 / Disabled / Disaster Relief / Eminent Domain)

Exclusions ..............................................510 / 272-3800

(Parent-Child / Grandparent-Grandchild)

Change in Ownership Information .........510 / 272-3800

Homeowner's Exemption .......................510 / 272-3770

Business Personal Property

General Information ...............................510 / 272-3836

Boats and Aircraft ..................................510 / 272-3838

South County Toll Free .......................800 / 660-7725

Web Site: www.acgov.org/assessor

RELATED COUNTY OFFICES

Clerk, Assessment Appeals Board

Assessment Appeals Information ........510 / 272-6352

Tax Collector

Tax payment information including

24 Hour Automated System .................510 / 272-6800

Auditor

Property Tax Rates ...............................510 / 272-6564

Recorder

Deed Recording Information ...............510 / 272-6363

 

 

Published Thursday, March 05, 2009 2:06 PM by Elisa Uribe

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