Transfer Tax Affidavits

Transfer Tax Affidavits

The following are the County Recorders that require an “Affidavit” to be signed and attached to the Preliminary Change of Ownership form. In particular, if the deed is not a sale of the property but an “inter family” or “gift” transfer and you are claiming an exemption from transfer tax, a Transfer Tax Affidavit must be completed. Here are the list of counties (as of August 1, 2011) and the website link to the forms.

County and Website Link	Deeds- $0.00 Tax	All Deeds?	Original or Photo ok	Signatures	Memo
El Dorado	Yes	No	Photo ok	Grantor, Grantee	Not required- spousal and into/out of trust. Must show proof of same parties/same interest
Merced	Yes	No	Original	Grantor or Grantee only	None
Riverside	Yes	Yes	Original	County does not question signature	None
San Francisco	Yes	Yes	Photo ok if agent’s signature is nearby & original	Grantor or Grantee	Gift transaction MUST have original signature and CANNOT be an agent
San Joaquin	Yes	No	Photo ok	Grant/Grantee or Agent	Title Companies excluded as valid agents
San Mateo	Yes	Yes	Original	Grantor, Grantee, Title Co as agent	Service Bureaus not allowed to sign
Santa Barbara	Yes	No	Original	Grantor or Grantee only	None
Solano	Yes	No	Photo ok	County does not question signature except on Company to Company transactions	Required on all deeds if there is no PCOR. Company to Company need PCOR and TTA BOTH & must have signature of Grantor/Grantee

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