All San Mateo County specific forms and documents listed below are included in your immediate download package:
The Following California and San Mateo County supplemental forms are included as a courtesy with your order.
Transfer Tax Affidavit (San Mateo County Document)
Certificate of Acknowledgment (San Mateo County Document)
Building Homes and Jobs Act (San Mateo County Document)
Preliminary Change of Ownership Report (San Mateo County Document)
Transfer Tax Exemptions List (San Mateo County Document)
Jurat (San Mateo County Document)
Building Homes and Jobs Act - Fee Grid (San Mateo County Document)
Transfer Tax Information Sheet (San Mateo County Document)
Declaration of Exemption Form (San Mateo County Document)
Parent to Child Exclusion Form (San Mateo County Document)
Grandparent to Grandchild Exclusion Form (San Mateo County Document)
Change in Ownership Statement - Death of Real Property Owner (San Mateo County Document)
Affidavit of Cotenant Residency (San Mateo County Document)
Transfer Tax Exemptions List (California Document)
Preliminary Change of Ownership Report (California Document)
Building Homes and Jobs Act (California Document)
Declaration of Exemption Form (California Document)
Parent to Child Exclusion Form (California Document)
Grandparent to Grandchild Exclusion Form (California Document)
Affidavit of Cotenant Residency (California Document)
Change in Ownership Statement - Death of Real Property Owner (California Document)
Including:
Transferring California Community Property to the Surviving Spouse
Section 100(a) of the California Probate Code states that when a married person dies, one-half of the couple's community property belongs to the surviving spouse and the other half stays in the decedent's name, ostensibly for probate distribution. For transfers occurring after July 1, 2001, California property owners gained the option to hold title as community property with the right of survivorship. By vesting this way, the remaining spouse acquires the deceased spouse's portion of the shared property without the need for probate (Cal Civ Code 682.1(a)).
The surviving spouse files an affidavit (a statement of facts, made under oath), along with an official copy of the death certificate, at the recording office for the county where the property is located. The content may vary depending on the circumstances, but it generally contains the names of both spouses, a formal legal description of the shared real estate, and the recording information for the deed transferring ownership to the couple, confirming their intention to hold title as community property. Note that the right of survivorship is not automatic with community property -- it must be written on the face of the deed. To alleviate any questions about the survivorship status, consider including an official copy of the recorded deed.
The affidavit should also confirm, among other things, that the co-owners were married when the decedent died, that there are no probate actions related to the property, and that the surviving spouse is submitting the affidavit to ensure clear title. A clear title is important because it makes future transactions involving the real estate less complicated.
Each case is unique, so contact an attorney with specific questions or for complex situations.
The documents you receive here will meet, or exceed, the San Mateo County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
Get your San Mateo County Affidavit of Surviving Spouse form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.
January 28th, 2023
Name: Conrad R.
Review: Easy to obtain form, easy to use. Came with instrucions and references to state statutes. Very Helpful.
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January 27th, 2023
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January 27th, 2023
Name: Victor K.
Review: The form I needed was correct and paginated as required. It was accepted w/o penalties. I was not happy about the information which I found way too scant. One sample form does not cover enough possibilities, more would be helpful. The instruction page is a bit better but sometimes it is not clear enough - sometimes it is not clear what the numbered items in the form correspond to. There is no guidance about the process and it would take very little to provide it. Example about "description", say where to find. There is a bunch of "free forms" attached but no guide on which are needed and when. Example: at the counter I was given a paper "conveyance" form and asked to fill it - I did not know it was needed and what it did and so I had not d
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Review: It was very convenient to be able to purchase the forms that I needed and save an extra trip downtown. I really appreciated the instructions that came with the forms.
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