If you know that you’ve filed claims and used part of your $1M exclusion and need to know how much you have left, it’s not difficult. See, the California Board of Equalization keeps a database to track the use of the exclusion. Here’s the only catch. If you want the info on those property transfers, you’ll have to send a written request. You can’t just call them up. Just send the written request by fax or mail to the County Assessed Properties Division.

Here’s what you’ll include:

  • A statement asking how much of your parent-child exclusion you’ve used.
  • Your name.
  • Your social security number.
  • A fax number or address where you want your response sent.

County Assessed Properties Division’s Fax: 916-285-0134

State Board of Equalization
County Assessed Properties Division, MIC: 64
P.O. Box 942879
Sacramento, CA 94279-0064

Do You Need A California Realtor Specializing In Probate?

We are experts in the probate sale under the probate code and trust law. So, we know the California Probate Code. We won’t let you get lost in it. If you need a realtor in California specializing in probate, please contact us today! We are upfront and honest about the costs of probate. Everyone wants to know about probate fees, but no one wants to talk about them. We will though. Sentinel Realty Partners wants our clients to be fully prepared and fully informed about buying or selling California probate real estate.

We have a list of the absolute best probate lawyers in California available for our customers. Plus, we also have relationships with the most vetted contractors, plumbers and electricians in California. See? We’ll guide you through every step of the process of selling (or even purchasing) a home involved in probate.

If you are buying a home in California, please have a look at our probate property search. If you need a Los Angeles, Orange County, Riverside, or San Bernardino professional to help you through the probate real estate maze, call us! These waters a murky, and you’ll want a knowledgeable, dependable, responsive team behind you. Check out Sentinel Realty Partners’ client reviews.

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