MARIN COUNTY REAL PROPERTY

Death of Real Property Owner Change in Ownership Statement (California BOE-502-D)

Report inherited or trust-held Marin County property after an owner dies, without missing the reassessment-exclusion follow-ups.

Use this guided interview when a person who died owned Marin County real property. It helps you report who owned the property, how it passes, who receives each share, and whether parent-child, grandparent-grandchild, cotenant, trust, legal-entity, or long-term lease facts need attention.

Start the walkthrough View the official source

Average time

15-25 minutes

Difficulty

moderate

Best for

Personal representatives, trustees, surviving spouses, registered domestic partners, heirs, beneficiaries, and transferees reporting Marin County real property after an owner dies

What this form stands for

Give the assessor enough accurate source-backed information to update ownership records and flag possible exclusion-claim follow-ups after a death transfer.

This statement does not replace separate exclusion claims such as parent-child, grandparent-grandchild, or cotenant filings. The form and BOE guidance warn that missed reporting deadlines can create penalties.

What you'll need

The decedent name and date of death
The Marin County property address and APN, or deed/tax bill/legal description if the APN is unknown
Trust, probate, affidavit, decree, or other transfer document showing how ownership passes
Names, relationships, and ownership percentages for all beneficiaries or heirs
Future property tax mailing address and signer contact details

How the walkthrough is organized

Decedent and county gate

Confirm whether the person who died owned Marin County real property and enter the decedent identity.

Property identity

Provide the property address and APN, or attach another identifying document if the APN is unknown.

How ownership passes

Choose the legal disposition method and mark relationship categories that may affect reassessment treatment.

Beneficiaries and special property facts

List recipients, percentages, trust details, sale-before-distribution status, legal entity control, or long-term lease parties when needed.

Tax mailing and certification

Set the future tax bill mailing address and complete the certification information for signing.

Ready to start?

Docgle asks calm, plain-English questions and keeps the official source attached for review.

Start california-boe-502d-death-real-property-owner walkthrough