Trinity County, CA · Trinity County

No notary required

Claim for Transfer of Base Year Value to Replacement Primary Residence for Persons at Least Age 55 Years

This claim lets eligible homeowners age 55 or older request a transfer of base year value to a replacement primary residence from the Trinity County Assessor.

At a glance

Issued by
City of Trinity County · Trinity County, Trinity County, California
Notarization
Not required: file this form without a notary.
Official source
trinitycounty.org
Blank form
Download the PDF
Catalogued
Machine-readable
JSON record · about the forms index

What this form is

Use this form to claim a transfer of base year value from a sold primary residence to a replacement primary residence. The claimant must have been at least 55 when the original residence was sold and must own and occupy the replacement as a principal residence when filing. The form asks about both properties, the claimant’s identity and age, and requires a signed certification under penalty of perjury.

Who needs it

A homeowner who was at least 55 when their original California primary residence was sold and now owns and occupies a replacement primary residence may file this claim.

How to submit it

File the claim with the Trinity County Assessor, PO Box 1255, Weaverville, CA 96093. The form lists (530) 623-1257 as the Assessor’s phone number.

About notarization

This document is signed without a notary; the claimant signs and dates a certification under penalty of perjury, and the form lists no notarized attachment.

How to submit this form

  1. 1

    Download the Claim

    Download the base year value transfer claim form.

  2. 2

    Complete the Form

    Fill in the replacement and original residence details, claimant information, and the required certification.

  3. 3

    Gather Supporting Documents

    Provide valid identification showing date of birth. If the properties are in different counties, attach the specified property tax bills.

  4. 4

    Submit to the Assessor

    File the completed claim with the Trinity County Assessor at PO Box 1255, Weaverville, CA 96093.

Frequently asked questions

Do I need a notary for the base year value transfer claim?
No. The claimant signs and dates the certification under penalty of perjury; the form does not require a notary.
How do I submit the base year value transfer claim?
File it with the Trinity County Assessor at PO Box 1255, Weaverville, CA 96093. The form lists (530) 623-1257 as the phone number.
What information does the claim ask for?
It requests details about the original and replacement residences, purchase or sale information, claimant identification and age, and a signed certification.
What should I attach if the two properties are in different counties?
Attach a copy of the original residence’s latest property tax bill and any supplemental tax bills issued before its sale.

Need something notarized?

This Claim for Transfer of Base Year Value to Replacement Primary Residence for Persons at Least Age 55 Years doesn’t need a notary, but if you have another Trinity County form that does, a commissioned online notary can help.