Humboldt County, CA · Humboldt County
Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild
Grandparents and grandchildren use this claim to request a property reassessment exclusion for an eligible transfer filed with the County Assessor.
At a glance
- Issued by
- City of Humboldt County · Humboldt County, Humboldt County, California
- Notarization
- Not required: file this form without a notary.
- Official source
- humboldtgov.org
- Blank form
- Download the PDF
- Catalogued
- Machine-readable
- JSON record · about the forms index
What this form is
This form requests a reassessment exclusion for a qualifying property transfer from grandparents to grandchildren. The form says all parents who qualify as children of the grandparents must be deceased as of the transfer or purchase date, subject to the stated stepparent exception. It asks for property and transfer details, family relationships, prior property transfers, and certifications; supporting documents may be required.
Who needs it
Grandparents or their legal representatives and eligible grandchildren or their legal representatives complete and sign the claim for a qualifying property transfer.
How to submit it
Complete and sign the claim, then file it with the Assessor. The form does not provide a mailing address or other submission details.
About notarization
This document is signed without a notary; signers certify under penalty of perjury, and the form does not identify any attachment or related step that must be notarized.
How to submit this form
- 1
Download the Claim
Download the grandparent-to-grandchild reassessment exclusion claim.
- 2
Complete the Required Sections
Complete Sections A, B, and C, answer each question, and provide the requested property and family information.
- 3
Gather Supporting Documents
Include applicable supporting documents, such as a will or trust and any requested death certificates or transfer information.
- 4
Sign and File With the Assessor
Have the transferors and a transferee sign the claim, then file it with the Assessor.
Frequently asked questions
- Do I need a notary for the grandparent-to-grandchild exclusion claim?
- No. The form is signed without a notary. Signers certify under penalty of perjury, and the form does not identify any attachment or related step that must be notarized.
- How do I submit the reassessment exclusion claim?
- Complete and sign the claim, then file it with the Assessor. The form does not provide a mailing address or other submission details.
- What supporting documents may be needed?
- The form says proof of eligibility, including a copy of the transfer document, trust, or will, may be required. It also requests documents such as death certificates in applicable situations.
- Who completes this claim?
- The transferors (grandparents) and a transferee (grandchild), or their legal representatives, complete and sign the claim. The form requires Sections A, B, and C and answers to each question.