y~f A. D ~ E. ~ B D 511" c. D UY' D. Robert S. Morse and Howard Johnson
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1 " BOE-502-A (FRONT} REV. 9 (8-06)\ PRELIMINARY CHANGE OF OWNERSHIP REPORT I FOR RECORDER'S USE ONLY :, [To be completed by transferee (buyer) prior to transfer of subject property in accordance with section of the Revenue and Taxation Code.] A Preliminary Change of Ownership Report must be filed with each conveyance in the County Recorder's office for the county where the property is located; this particular form may be used in all 58 counties of California. SELLER/TRANSFEROR: BUYER/TRANSFEREE: THIS REPORT IS NOT A PUBLIC DOCUMENT Robert S. Morse and Howard Johnson Robert S. Morse, Robert F. Morse, Tracy A. Morse, Howard Johnson ASSESSOR'S PARCEL NUMBER(S) 95Y - J 'f '2---(j 35 PROPERTY ADDRESS OR LOCATION: Corte Santa Catalina, Temecula, CA MAIL TAX INFORMATION TO: Name Robert S, Robert F. & Tracy A Morse and Howard Johnson Address Corte Santa Catalina, Temecula, CA Phone Number (8 a.m.-5 p.m.) ( &1_!)_)_32_2_-0_1_19 LARRYW. WARD, ASSESSOR-COUNTY CLERK-RECORDER, P.O. BOX 12004, RIVERSIDE, CA NOTICE: A lien for property taxes applies to your property on January 1 of each year for the taxes owing in the following fiscal year, July 1 through June 30. One-half of these taxes is due November 1, and one-half is due February 1. The first installment becomes delinquent on December 10, and the second installment becomes delinquent on April 10. One tax bill is mailed before November 1 to the owner of record. You may be responsible for the current or upcoming property taxes even if you do not receive the tax bill. The property which you acquired may be-subject to a supplemental assessment in an amount to be determined by the Riverside County Assessor. For further information on your supplemental roll obligation, please call the Riverside County Assessor at (951) PART I: TRANSFER INFORMATION (please answer all questions) y~f A. B. D 511" c. D UY' D. D ~ E. ~ B Is this transfer solely between husband and wife (addition of a spouse, death of a spouse, divorce settlement, etc.)? Is this transaction only a correction of the name(s) of the person(s) holding title to the property (for example, a name change upon marriage)? Please explain Is this document recorded to create, terminate, or reconvey a lender's interest in the property? Is this transaction recorded only as a requirement for financing purposes or to create, terminate, or reconvey a security interest (e.g., cosigner)? Please explain Is this document recorded to substitute a trustee of a trust, mortgage, or other similar document? F. Did this transfer result in the creation of a joint tenancy in which the seller (transferor) remains as one of the joint tenants? G. Does this transfer return property to the person who created the joint tenancy (original transferor)? H. Is this a transfer of property: D li:y 1. to a revocable trust that may be revoked by the transferor and is for the benefit of the D transferor D transferor's spouse? D GY' 2. to a trust that may be revoked by the Creator/Grantor who is also a joint tenant, and which names the other joint tenant(s) as beneficiaries when the Creator/Grantor dies? D g' 3. to an irrevocable trust for the benefit of the D Creator/Grantor and/or D Grantor's spouse? D &JI: 4. to an irrevocable trust from which the property reverts to the Creator/Grantor within 12 years? I. If this property is subject to a lease, is the remaining lease term 35 years or more including written options? ~[ * J. Is this a transfer between ~parent(s) and child(ren)? D or from grandparent(s) to grandchild(ren)? ow *K. Is this transaction to replace a principal residence by a person 55 years of age or older? Within the same county? D Yes D No D ~ *L. Is this transaction to replace a principal residence by a person who is severely disabled as defined by Revenue and Taxation Code section 69.5? Within the same county? D Yes D No D tif M. Is this transfer solely between domestic partners currently registered with the California Secretary of State? *If you checked yes to J, K or L, you may qualify for a property tax reassessment exclusion, which may result in lower taxes on your property. If you do not file a claim, your property will be reassessed. Please provide any other information that will help the Assessor to understand the nature of the transfer. If the conveying document constitutes an exclusion from a change in ownership as defined in section 62 of the Revenue and Taxation Code for any reason other than those listed above, set forth the specific exclusions claimed: Please answer all questions in each section. If a question does not apply, indicate with "N/A." Sign and date at bottom of second page. PART II: OTHER TRANSFER INFORMATION A. Date of transfer if other than recording date B. Type of transfer (please check appropriate box): D Purchase D Foreclosure D Gift D Trade or Exchange D Merger, Stock, or Partnership Acquisition D Contract of Sale - Date of Contract D Inheritance - Date of Death D Other (please explain): Creation of Lease D Assignment of a Lease D Termination of a Lease D Sale/Leaseback D Date lease began Original term in years (including written options) Remaining term in years (including written options) Monthly Payment Remaining Term C. Was only a partial interest in the property transferred? D Yes!l'No If yes, indicate the percentage transferred %.
2 BOE-502-A (BACK) REV. 9 (8-06) Please write Assessor's Parcel Number(s):. Please answer, to the best of youc knowledge, all applicable questions, then sign and date. If a question does not apply, indicate with "NIA. " \ PART Ill: PURCHASE PRICE AND TERMS OF SALE A. CASH DOWN PAYMENT OR value of trade or exchange (excluding closing costs) N j P, Amount$ B. FIRST DEED OF N j A % interest for years. Pymts./Mo. = $ (Prin. & Int. only) Amount $ 0 FHA( Discount Pbints) D Fixed rate 0 New loan 0 Conventional D Variable rate 0 Assumed existing loan balance D VA ( Discount Points) 0 All inclusive D.T. ($ Wrapped) D Bank or savings & loan 0 Cal-Vet D Loan carried by seller O Finance company Balloon payment 0 Yes D No Due Date Amount $ C. SECOND DEED OF 11. f / A % interest for years. Pymts./Mo. = $ (Prin. & Int. only) Amount $ 0 Bank or savings & loan ~ 0 Fixed rate 0 New loan Loan carried by seller 0 Variable rate 0 Assumed existing loan balance Balloon payment 0 Yes 0 No Due Date Amount $ D. OTHER FINANCING: Is other financing involved not covered in (b) or (c) above? 0 Yes 0 No tj I A % interest for years. Pymts./Mo. = $ --=-- (Prin. & Int. only) Amount$ 0 Bank or savings & loan D Fixed rate 0 New loan 0 Loan carried by seller 0 Variable rate 0 Assumed existing loan balance Balloon payment 0 Yes D No Due Date Amount $ E. WAS AN IMPROVEMENT BOND ASSUMED BY THE BUYER? 0 Yes ri1{io Outstanding Balance: Amount $ F. TOTAL PURCHASE PRICE (or acquisition price, if traded er exchanged, include real estate commission if paid) I TOTAL ITEMS A THROUGH E. $ 1 G. PROPERTY PURCHASED 0 Through a broker 0 Direct from seller 0 From a family member ~!her (please exp~la-1-'n)-: ~ If purchased through a broker, provide broker's name and phone number: Please explain any special terms, seller concessions, or financing and any other information that would help. the Assessor understand the purchase 1 price and terms of sale: M c ' N L:, A. TY~ OF PROPERTY TRANSFERRED: ~Sing l e-family residence 0 Agricultural 0 Timeshare O Multiple-family residence (no. of units: Co-op/Own-your-own 0 Manufactured home 0 Commercial/Industrial 0 Condominium 0 Unimproved lot 0 Other (Description: i.e., timber, mineral, water rights, etc = ) B. IS THIS PROPERTY INTENDED AS YOUR PRINCIPAL RESIDENCE? B"Yes 0 No If yes, enter date of occupancy M AY I 0 <e, 20 0 ~ or intended occupancy, 20 _ (month) (day) (year) (month) (day) (year) C. IS PERSONAL PROPERTY INCLUDED IN PURCHASE PRICE (i.e., furnitu~~,;,farm equipment, machinery, etc.) (other than a manufactured home subject to local property tax)? 0 Yes M No If yes, enter the value of the personal property included in the purchase price $ (Attach itemized list of personal property.) D. IS A MANUFACTURED HOME INCLUDED IN PURCHASE PRICE? 0 Yes ef No If yes, how much of the purchase price is allocated to the manufactured home? Is the manufactured home subject to local property tax? 0 Yes 0 No What is the decal number? E. DOES THE PROPERTY PRODUCE INCOME? 0 Yes ~o If yes, is the income from: 0 Lease/Rent 0 Contract D Mineral rights 0 Other (please explain): F. WHAT WAS THE CONDITION OF T~izPROPERTY AT THE TIME OF SALE? O Good 0 Average [Jd' Fair 0 Poor Please explain the physical condition of the property and provide any other information (such as restrictions, etc.) that would assist the Assessor in determining the value of the property: CERTIFICATION OWNERSHIP TYPE (i;jl ) Proprietorship D I certify that the foregoing is true, correct and complete to the best of my knowledge and belief. Partnership D Corporation D This declaration is binding on each and every co-owner and/or partner. Other NAME OF NEW OWNER/CORPORATE OFFICER 'KoeEt<.1 S. Mo~sE DATE (Note: The Assessor may contact you for additional information.) If a document evidencing a change of ownership is presented to the recorder for recordation without the concurrent filing of a preliminary change of ownership report, the recorder may charge an additional recording fee of twenty dollars ($20).
3 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT State of California } County of C ' C1 Y\ % c. On l.../f...\'"\11.\\1\"f,)t?\ before me, '"j. Date Here Insert Name and Title of the Officer personally appeared._r_,_o,._.b.. e-'~.._±_, <;;='-.._M_,_,0...,")i-'-'S=-=C-~~~ Name(s) of Signer(s) \ who proved to me on the basis of satisfactory evidence to be the person(~ whose name(m islafe subscribed to the within instrument and ackno'wiedged to me that he/s~/t~ey executed the same in b.i /Her/tfieir authorized capacity(i~), and that by his/mr/t~eir signature(t) on the instrument the person(,t), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. Place Notary Seal Above WITNESS my hand and official seal. Signature ~ ~-c---'_,,,.. -~--.,.----=--, signa1ure of Notary Public Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. Description of Attached Document Title or Type of Document: ~"tse..q..frrv'\cl"v\"\('1 ChCAM}? C\, ~~~ ij. Cf ~4-1 qi..- o~s OW'\l\e.rl)...fe ~n4- Document Date: co o \ L Number of Pages: IW~_~o Signer(s) Other Than Named Above: ~,,.. Capacity(ies) Claimed by Signer(s) Signer's Name: ~ Individual D Corporate Officer - Title(s): D Partner - 0 Limited 0 General O Attorney in Fact 0 Trustee 0 Guardian or Conservator D Other: ~ Signer Is Representing: RIGHT THUMBPRINT OF SIGNER Top of thumb here Signer's Name: LI Individual 0 Corporate Officer - Title(s): _ 0 Partner - 0 Limited D General U Attorney in Fact 0 Trustee D Guardian or Conservator L::.l Other: Signer Is Representing: RIGHT THUMBPRINT OF SIGNER Top of thumb 1 1ere ~~ 2007 National Notary Association 9350 De Soto Ave., P.O. Box 2402 Chatsworth. CA Item #5907 Reorder: Call Toll-Free
4 State of California Counfy of -()Ja~ On ~ (,, Jori before me, t,e 71t,/ A /A. fl81e~ personally (Insert Name of Notary Public and Title) appeared ~ DWA:W JOff AJ.S{)fl), who proved to me on the basis of satisfactory evidence to be the person(~) whose name(~) hjare subscribed to the within instrument and acknowledged to me that h,e/she/they executed the same in!!js/her/their authorized capacity(ie.s), and that by his/her/their signature('s.) on the instrument the person( st, or the entity upon behalf on which the person(~ acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and ~fficial seal. Signature tj,;,,. YV fiua,i (Seal)
5 LARRYW. WARD COUNTY OF RIVERSIDE ASSESSOR-COUNTY CLERK-RECORDER DOCUMENTARY TRANSFER TAX AFFIDAVIT Recorder P.O. Box751 Riverside, CA (951) Website: WARNING ANY PERSON WHO MAKES ANY MATERIAL MISREPRESENTATION OF FACT FOR THE PURPOSE OF AVOIDING ALL OR ANY PART OF THE DOCUMENTARY TRANSFER TAX IS GUILTY OF A MISDEMEANOR UNDER SECTION 5 OF ORDINANCE 516 OF THE COUNTY OF RIVERSIDE AND IS SUBJECT TO PROSECUTION FOR SUCH OFFENSE. ASSESSOR'S PARCEL NO. Property Address: I declare that the documentary transfer tax for this transaction is: $ If this transaction is exempt from Documentary Transfer Tax, the reason must be identified below. I CLAIM THAT THIS TRANSACT/ON IS EXEMPT FROM DOCUMENTARY TRANSFER TAX BECAUSE: (The Sections listed below are taken from the Revenue and Taxation Code. Please check one or explain in "Other".) 1. Section The document is a lease for a term of less than thirty-five (35) years (including options). 2. Section The easement is not perpetual, permanent, or for life. 3. Section The instrument was given to secure a debt. 4. Section The conveyance is to a governmental entity or political subdivision. 5. Section The transfer is between individuals and a legal entity, or between legal entities, and does not change the proportional interests held. 6. Section The instrument is from a trustor to a beneficiary, in lieu of foreclosure, and no additional consideration was paid. 7. Section The grantee is the foreclosing beneficiary and the consideration paid by the foreclosing beneficiary does not exceed the unpaid debt. 8. Section The conveyance relates to a dissolution of marriage or legal separation. 9. Section The conveyance is an inter vivas gift* or a transfer by death. *Please be aware that information stated on this document may be given to and.used by governmental agencies, including the Internal Revenue Service. Also, certain gifts in excess of the annual Federal gift tax exemption may trigger a Federal Gift Tax. In such cases, the Transferor (donor/grantor) may be required to file Form 709 (Federal Gift Tax Return) with the Internal Revenue Service. 10. _Section The conveyance is to the grantor's revocable living trust. 11. _Other (Include explanation and authority) I DECLARE UNDER PENALTY OF PERJURY THAT THE FOREGOING IS TRUE AND CORRECT. Executed this day of ~ 20 at City State Signature of Affiant Printed Name of Affiant Name of Firm (if applicable) Address of Affiant (including City, State, and Zip Code) For Recorder's Use: Telephone Number of Affiant (including area code) This form is subject to the California Public Records Act (Government Code 6250 et. seq.) Affix PCOR Label Here ACR 521 (Rev. 03/2012) Available in Alternative Formats
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