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.
What is Form 502-D used for?
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.
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.
Time, difficulty & who this form is for
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 do I need before I start?
- 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.
What happens after I complete it?
Answer the questions, review your document, then follow its official signing and delivery instructions. Downloading does not submit the form.
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