Get CA DTT Affidavit 2021-2023
County of San Mateo TRANSFER TAX AFFIDAVIT DTT AFFIDAVIT Per San Mateo County Ordinance Code 2. 93. 050 This form must accompany any document that requires a Documentary Transfer Tax declaration including but not limited to Agreement for Sale Assignment of Lease Deed in Lieu of Foreclosure Easement Grant Deed Land Contract Lease Memorandum of Lease NOTICE Any material misrepresentation of fact in this affidavit is a misdemeanor under section 2. 93. 120 of the San Mateo County real property tax code. Any person who makes such a representation is subject to prosecution for such offense. The Assessor-Clerk-Recorder reserves the right to report potentially fraudulent recordings to the District Attorney s Real Estate Fraud Unit. 1. LOCATION OF PROPERTY Assessor s Parcel Number City Street Address Document To Be Recorded 2. IS THIS A FORECLOSURE OR TRUSTEE SALE a* Is the transferee the Beneficiary or Mortgagee b. Please provide. Yes No If yes complete this section* No Name of Trustee Date of original Deed of Trust 3. IS THIS A LEASE No If yes or no complete this section* a* Is remaining term of lease including renewal options greater than 35 years b. If NO submit a copy of the lease or summary or terms. c* If YES enter the value of the lease interest on line 9a* For tax calculations. 4. IS THIS A GIFT IN WHOLE OR IN PART No If yes give a complete explanation* Name of the Donor Please be aware that certain gifts in excess of 15 000 per calendar year may trigger a Federal Gift Tax. In such cases the Transferor/Donor may be required to fill out a Form 709 Federal Gift Tax Return with the Internal Revenue Service. Please also be aware that the information stated on this document may be given to and used by governmental agencies including the Internal Revenue Service. I as the Transferor/Donor declare under penalty of perjury that I have read the above paragraph and acknowledge that a Federal Gift Tax may be triggered* Signature of Donor Print Donor Name Donor Phone SIGNATURE ON REVERSE STILL REQUIRED. Yes No ARE YOU ADDING OR REMOVING A CO-OWNER FOR REFINANCING PURPOSES If yes initial to the right to indicate your agreement with the statement below and sign on reverse. Initial here The proportional ownership interest will revert back to its original holding within one 1 month from the date of recording otherwise I will pay the applicable transfer tax. Continued on Reverse THIS DOCUMENT IS NOT SUBJECT TO PUBLIC INSPECTION* Page 1 of 2 6. ARE YOU MOVING TITLE INTO OR OUT OF A TRUST / Into Out of Revocable Irrevocable b. Date of Trust c* Name of Trustor s d. Name s of Currently Active Trustee s e. If this transaction changes who is on title or the proportional interest of how title is held further explanation is required and may require additional time to review. Attach additional page s if necessary. 7. DO YOU CONTEND THAT NO TRANSFER TAX IS DUE FOR A REASON NOT EXPLAINED IN 1-6 a* The nature of the transaction is b. The reason exemption you claim no tax is due IS THIS A TRANSFER BETWEEN LEGAL ENTITIES Yes No IF YES TRANSFERS INVOLVING LEGAL ENTITIES MUST PR0VIDE PREFERRABLY ONE 1 WEEK IN ADVANCE APPLICABLE DOCUMENTATION* SOME EXAMPLES ARE LISTED BELOW* THIS TYPE OF TRANSACTION WILL REQUIRE 1-3 BUSINESS DAYS TO REVIEW* Entity ownership documentation is required if you are a Corporation LLC Partnership A copy of the Articles of Incorporation amendments and any other documents showing the shares issued and share ownership or A copy of the Operating Agreement amendments and any other documentation showing the partners and ownership percentage or A copy of the Partner Agreement amendments and any other documents showing the partners and ownership percentage.
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