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 |
Hello, there are additional Counties that require this now. Here’s my list:
El Dorado
Merced
Monterey
Placer
Riverside
San Francisco
San Joaquin
San Mateo
Santa Barbara
Shasta
Solano
Tehama
Yuba