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BOE-62 (P1) REV. 14 (05-13) SONOMA COUNTY William F. Rousseau Clerk-Recorder-Assessor 585 Fiscal Drive Room 104 Santa Rosa CA 95403 (707) 565-1888 DISABLED PERSONS CLAIM FOR TRANSFER OF BASE YEAR.

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How to fill out the Sonoma County Form Boe 62a online

Filling out the Sonoma County Form Boe 62a online can be a straightforward process if you follow the appropriate steps. This guide provides detailed instructions to help users, including those with limited legal experience, complete the form accurately and effectively.

Follow the steps to successfully complete the form online.

  1. Press the ‘Get Form’ button to access the Sonoma County Form Boe 62a and open the document in your preferred online editor.
  2. In section A, provide information about the replacement dwelling. Fill in the assessor’s parcel number, recorder’s document number, date of purchase, date of completion of new construction, purchase price, cost of new construction, and the property address.
  3. Indicate if the new construction was performed on a replacement dwelling previously granted a benefit under section 69.5 within the past two years. If applicable, provide the date of your original claim.
  4. In section B, enter details about the original (former) property. Include the assessor’s parcel number, date of sale, sale price, and address. Answer whether this was your principal place of residence and if it was transferred to your parent(s), children, or grandchildren.
  5. Respond to questions regarding the property’s condition at the time of sale, including whether it was substantially damaged or had new construction performed since the last tax bill.
  6. In section C, fill out the claimant information. Enter the name of the claimant, social security number, name of the spouse (if applicable), social security number, and specify if relief has previously been granted due to age.
  7. Complete the certification section by signing and dating the form. Ensure to provide your home and daytime phone numbers, along with your mailing address and email address.
  8. If there are additional claimants, use a separate sheet of paper and attach it, following the same format as above.
  9. After completing all sections, save your changes. You can then download, print, or share the filled-out form as required.

Complete your Sonoma County Form Boe 62a online to ensure you secure your benefits efficiently.

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Local Tax Profile TaxBasisRateTourism BIA - CountyN/A2%Utility UsersN/A5%(Estimated) Ad Valorem Property TaxN/A1.1675% plus applicable direct rate chargesSales and Use Tax (total)N/A9%8.625%3 more rows

Overview. The Homeowner Exemption allows a homeowner to exempt up to $7,000 of property value from taxation each year if you owned and occupied your property as your principal place of residence on January 1.

Tax Rates. California's property tax rate is 1% of assessed value (also applies to real property) plus any bonded indebtedness voted in by the taxpayers. In Sonoma County, the average overall tax rate including bond debt averages perhaps 1.1 to 1.2%.

Applying for Exemption In most cases, a claim form is automatically mailed to you, but you may also request a Homeowner Exemption claim form from our public service counter or by calling the Assessor's Office at (707) 565-1888.

Homeowner's Exemption The Homeowner Exemption allows a homeowner to exempt up to $7,000 of property value from taxation each year if you owned and occupied your property as your principal place of residence on January 1.

The county-level sales tax rate in Sonoma County is 0.25%, and all sales in Sonoma County are also subject to the 6% California sales tax. Cities, towns, and special districts within Sonoma County collect additional local sales taxes, with a maximum sales tax rate in Sonoma County of 9.5%.

Average Property Tax Rate in Petaluma LocationMedian Home Value, $Average Property Tax Rate, %Petaluma$600,9000.69%United States$204,9001.16%1 more row

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