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Santa Cruz County Assessor's Office |
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For
more information, please call us during office hours, at (831) 454-2002,
Mon-Fri, 8am-5pm. Fax: 831-454-2495.
We are located on the first floor of the County Government Center at 701 Ocean St., Rm. 130, Santa Cruz, CA, 95060. |
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SANTA CRUZ COUNTY ASSESSOR TAX FORMS
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Below is a list of tax forms used by the Santa Cruz County Assessor's Office. The forms are in PDF format. Forms
with a
Forms with a "BOE" number are forms distributed by the California State Board of Equalization. For a complete listing of all California tax forms please click on this link to the California State Board of Equalization forms page.
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Reassessment Forms |
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APPLICATION
FOR CHANGED ASSESSMENT (BOE 305-AH) - This form is used to
formally request an assessment change and is to be submitted to the Clerk
of the Board of Supervisors, Assessment Appeals Board. |
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APPLICATION
FOR TAX SEGREGATION (SEPARATE VALUATIONS) - use to request the
allocation of split values to facilitate payment of taxes |
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REQUEST
FOR REAPPRAISAL - When the taxpayer believes he/she is being
over assessed this form may be submitted to the Assessor's Office so that
the current assessed values may be reviewed. |
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PRELIMINARY
CHANGE OF OWNERSHIP REPORT (BOE 502-A) - This document must
be completed and filed whenever there is a change of ownership. It's
usually filled out in escrow and accompanies the deed when recorded. |
CHANGE
OF OWNERSHIP STATEMENT (BOE 502-AH)  |
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CHANGE
OF OWNERSHIP STATEMENT - RESIDENT OWNED MOBILE HOME PARK - use
this form to report a change in ownership of a mobile home in a resident
owned park.
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CHANGE OF OWNERSHIP STATEMENT - NOTICE
OF DEATH OF REAL PROPERTY OWNER (BOE 502-D) - File this as a
Change of Ownership Report when the assessee has died. |
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PROPERTY
DAMAGED BY MISFORTUNE OR CALAMITY - Allows adjustments to
assessed value for properties damaged through no fault of the owner.
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Property Statements |
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AGRICULTURAL
PROPERTY STATEMENT (BOE 571-A) |
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SUPPLEMENTAL SCHEDULE FOR REPORTING MONTHLY ACQUISITIONS AND DISPOSALS
OF PROPERTY REPORTED ON SCHEDULE B OF THE BUSINESS PROPERTY STATEMENT
(BOE 571-D) |
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BUSINESS
PROPERTY STATEMENT (BOE 571-L) - If you are using this
form be sure to provide your Account Number. |
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ALTERNATE
SCHEDULE A FOR BANK, INSURANCE COMPANY, OR FINANCIAL CORPORATION FIXTURES
(BOE 571-LA) |
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VESSEL
PROPERTY STATEMENT (BOE 576-D) |
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AIRCRAFT PROPERTY STATEMENT (BOE 577) |
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APPLICATION
FOR DEDUCTION OF VEHICLES' LICENSE FEES FROM PROPERTY TAX (BOE 901-V)
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Exclusion Forms |
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PROP
58 - CLAIM FOR REASSESSMENT EXCLUSION FOR TRANSFER BETWEEN PARENT AND
CHILD (BOE 58-AH) - Allows an exclusion from reappraisal for
transfers between parents and children. |
| PROP 58 INSTRUCTIONS |
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CLAIM
FOR REASSESSMENT EXCLUSION FOR TRANSFER FROM GRANDPARENT TO GRANDCHILD
(BOE 58-G) - Allows an exclusion from reappraisal for transfers from
grandparents to grandchildren. |
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PROP
60 - CLAIM OF PERSON(S) AT LEAST 55 YEARS OF AGE FOR TRANSFER OF BASE YEAR
VALUE TO REPLACEMENT DWELLING (BOE 60-AH) - Allows persons 55 and
older to transfer their base year value to a replacement residence.
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| NOTICE OF RESCISSION OF CLAIM TO TRANSFER BASE YEAR VALUE TO REPLACEMENT DWELLING (BOE 60-AH) |
| DISABLED PERSONS CLAIM FOR TRANSFER OF BASE YEAR VALUE TO REPLACEMENT DWELLING (BOE 62) |
| CERTIFICATE OF DISABILITY (BOE 62-A) |
| CLAIM FOR REASSESSMENT REVERSAL FOR REGISTERED DOMESTIC PARTNERS (BOE 62-DP) |
| DISABLED PERSONS CLAIM FOR EXCLUSION OF NEW PROPERTY (BOE 63) |
| CLAIM FOR DISABLED ACCESSIBILITY CONSTRUCTION EXCLUSION FROM ASSESSMENT (BOE 63-A) |
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CLAIM
FOR SEISMIC SAFETY CONSTRUCTION EXCLUSION FROM ASSESSMENT (BOE 64)
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CLAIM FOR SOLAR ENERGY SYSTEM NEW CONSTRUCTION (BOE 64-SES)
- Initial Purchaser |
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CLAIM
FOR TRANSFER OF BASE YEAR VALUE FROM QUALIFIED CONTAMINATED PROPERTY TO
REPLACEMENT PROPERTY (BOE 65-CP) |
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CLAIM FOR INTRACOUNTY TRANSFER OF BASE YEAR VALUE FOR PROPERTY DAMAGED OR
DESTROYED IN A GOVERNOR-DECLARED DISASTER TO REPLACEMENT PROPERTY
(BOE 65-P) |
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CLAIM
FOR BASE YEAR VALUE TRANSFER - ACQUISITION BY A PUBLIC AGENCY (BOE
68) |
| CLAIM
FOR EXCLUSION FROM SUPPLEMENTAL ASSESSMENT FOR NEW CONSTRUCTION (Builder's
Exclusion) - Excludes new construction
from supplemental assessment. |
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Exemption Forms |
| WELFARE EXEMPTION/SECTION 231 (BOE 231-A) - Change in eligibility or termination notice |
| EXEMPTION OF LEASED PROPERTY USED EXCLUSIVELY FOR LOW INCOME HOUSING (BOE 236) - Claim for exemption from property taxes |
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SUPPLEMENTAL AFFIDAVIT FOR BOE-236 HOUSING
(BOE
236-A) - Lower income
households eligibility based on family household income (yearly filing)
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| CERTIFICATE AND AFFIDAVIT FOR EXEMPTION OF CERTAIN AIRCRAFT (BOE 260-A) |
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CLAIM FOR EXEMPTION FROM PROPERTY TAXES OF AIRCRAFT OF
HISTORICAL SIGNIFICANCE (BOE 260-B) |
| CLAIM FOR DISABLED VETERANS' PROPERTY TAX EXEMPTION (BOE 261-G) |
| DISABLED VETERANS' EXEMPTION
(BOE 261 GNT) - Change
of eligibility report |
| DISABLED VETERANS' HOUSEHOLD INCOME WORKSHEET - Attach to Claim for Disabled Veterans' Property Tax Exemption |
| CHURCH EXEMPTION
(BOE 262-AH) - Claim for
exemption from property taxes |
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LESSORS' EXEMPTION CLAIM
(BOE 263) - To
be filed by lessor.
Property used for
free public libraries and free museums and for property used exclusively
for public schools community colleges, state colleges, state
universities, University of CA, churches and nonprofit colleges. The
benefit of the exemption must go to the exempt organization in the form of a
rent reduction or direct refund, unless otherwise stated in the lease. |
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QUALIFIED
LESSORS' EXEMPTION (BOE 263-A) -
To be filed by lessor.
Claim for
exemptions claimed on property
used for
free public libraries
and free museums and for property used exclusively for public
schools, community colleges, state colleges, state universities,
University of California, and nonprofit colleges. For property which is
being purchased with an agreement granting the lessee the option to acquire
the leased property for one dollar or other nominal amount at the end of the
lease. |
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LESSEES'
EXEMPTION CLAIM (BOE 263-B) - Property
used exclusively for public schools, community colleges, state colleges, state
universities, or University of California. |
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COLLEGE EXEMPTION
(BOE 264-AH) - Claim for
exemption from property taxes |
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CEMETERY EXEMPTION
(BOE 265) - Claim
for exemption from property taxes |
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CEMETERY
EXEMPTION BOE (265-NT)- Change in
eligibility or termination notice |
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CLAIM FOR HOMEOWNERS' PROPERTY TAX
EXEMPTION (BOE 266)
- Exempts $7,000 in assessed value (a $70 per
year reduction in taxes) from the principle residence of an eligible
homeowner. |
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RECLAMO PARA LA EXENCIÓN DE IMPUESTOS PREDIALES DE LOS PROPIETARIOS DE CASAS
(BOE 266-S) - Se excluye $7,000 del valor asesado (una reducción de
$70 cada año)
de la residencia principal para los que están elegibles. |
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HOMEOWNERS'
EXEMPTION TERMINATION NOTICE - use this form to notify the
Assessor's Office when you have moved from a property and therefore no
longer qualify for the Homeowner's Exemption on that property. |
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CLAIM
FOR WELFARE EXEMPTION (BOE 267) - First filing (For
new locations and/or in-lieu of preprinted claim form BOE-267-A) |
| CLAIM
FOR WELFARE EXEMPTION (BOE 267-A) - Annual Filing
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| WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT HOUSING . ELDERLY OR HANDICAPPED FAMILIES ELIGIBILITY BASED ON FAMILY HOUSEHOLD INCOME (BOE 267-H) - Yearly Filing |
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WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, HOUSING — LOWER INCOME HOUSEHOLDS (BOE 267-L) |
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WELFARE
EXEMPTION SUPPLEMENTAL AFFIDAVIT,
LOW-INCOME
HOUSING PROPERTY OF
LIMITED PARTNERSHIP
(BOE 267-L1) |
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WELFARE EXEMPTION SUPPLEMENTAL AFFIDAVIT, REHABILITATION . LIVING QUARTERS (BOE 267-R) - Yearly Filing |
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RELIGIOUS
EXEMPTION (BOE 267-S) - Claim
for exemption from property taxes |
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RELIGIOUS
EXEMPTION (BOE 267-SNT) - Change in eligibility or
termination notice |
| PUBLIC SCHOOL EXEMPTION - FOR PROPERTY USED EXCLUSIVELY BY A PUBLIC SCHOOL (BOE 268-A) - Public schools most often use the exemption for leased real and personal property. |
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EXEMPTION
FOR PROPERTY USED BY A FREE PUBLIC LIBRARY OR FREE MUSEUM (BOE 268-B)
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CLAIM FOR VETERANS' ORGANIZATION EXEMPTION (BOE 269-AH) |
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AFFIDAVIT
FOR 4% ASSESSMENT OF CERTAIN VESSELS (BOE 576-E) |
| Miscellaneous Forms |
| ADDRESS
CHANGE AUTHORIZATION - Use this form to
change the mailing address on your tax bill. It is not used for changing
the owner's name. |
| AFFIDAVIT
OF OWNERSHIP TRANSFER (LEGAL ENTITY AFFIDAVIT) |
| AUTHORIZATION
TO ACCESS CONFIDENTIAL FILES - This
completed form allows the designated person to view confidential property
files in the Assessor's Office.
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| COMBINATION/SPLIT
REQUEST FORM - This is an owner-initiated request to combine
more than one parcel into a single parcel. (See our brochure entitled
Split/Combination/LBA: Where Boundaries Change under Tax Cycle
Information.) |
| PROPERTY
USE REPORT - This is not a claim form - to be filed along with any
other form(s) necessary to make eligible for exemption |
| SWORN
STATEMENT TO ASSESSOR (DECLARATION REGARDING TRANSFER OF PROPERTY)
- This affidavit
is used to explain the exact circumstances of a transaction so that the
Assessor may properly determine whether a particular event is re-appraisable
or not. |
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DECLARACIÓN
JURADA AL TASADOR (DECLARACIÓN
RESPECTO AL TRASLADO DE PROPIEDAD) - Esta declaración es utilizada para explicar las circunstancias exactas de una transacción para que el Tasador puedan determinar apropiadamente si un acontecimiento particular es re-appraisable o no.
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