Adding or Changing Names On Property: Completing and Recording Deeds
Adding or Changing Names On Property: Completing and Recording Deeds
Disclaimer: This Guide is intended as general information only. Your case may have factors requiring
different procedures or forms. The information and instructions are provided for use in the
Sacramento County Superior Court. Please keep in mind that each court may have different
requirements. If you need further assistance consult a lawyer.
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Step 2: Determine What Type of Deed to Fill Out for Your Situation
To transfer ownership, disclaim ownership, or add someone to title, you will choose between a “grant
deed” and a “quitclaim deed.” Spouses/domestic partners transferring property between each other
may choose an “interspousal deed.” Blank deeds are available at www.saclaw.org/forms.
The deed I need is not on your list! Warranty, joint tenancy, easement, etc.
Warranty deeds are rarely used in California. The grantor promises to pay for any lawsuits or
damages due to undisclosed ownership disputes. In California this is usually covered by title
insurance.
Other types of deeds, such as joint tenancy deeds, corporation deeds, easement deeds, or mineral
rights deeds, are usually customized grant deeds. You can customize our grant deed format for
most of them. Consult an attorney or come to the Law Library to research appropriate text.
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Identifying grantors and grantees
Updating deeds after
Grantor(s): The current owner or person a name change
transferring the property rights or part of the
property rights. This is the person or people If you change your name, deeds made out to your
who will sign this deed. old name should be updated. Record a grant deed
as follows:
Grantee(s): List all people who are
[New Name], formerly known as [Old Name],
receiving property rights from the
hereby grants to [New Name]
grantor(s). If the grantor is staying on title,
be sure to list the grantor’s name as one of Ex: Chris Moore changes his name to Chris Jones:
the grantees also.
It’s often helpful to include the grantors’ and
grantees’ marital status.
Here are common ways to identify
grantor(s)/grantee(s):
Unmarried person or people:
[Name(s)], or [Name], an unmarried (or single) man/woman/person
Ex: Jeffery Marcus Kim, Paul George Kim, and Helen Mary Lee or
Jill Pham, a single person
Couple who are married or registered domestic partners (DP):
[Name 1] and [Name 2], a married couple or husband and wife or [Name 1] and [Name 2], registered
domestic partners
Ex: Pat Orr and Ann Orr, husband and wife or
James Robert Smith and Geoffrey Laber, registered domestic partners
One person, who is married or a DP, but signing deed or taking title without spouse/DP:
[Name], a married man/woman/person or a registered domestic partner
Ex: Ann Orr, a married woman or
Geoffrey Laber, a registered domestic partner
Trustee:
[Name of trustee] as trustee of the [name and date of trust as written in trust documents]
Ex: Art Li Jr., as trustee of the Arthur Li Senior and June Li Family Trust dated May 1, 2012
Partnership:
[Name on file as fictitious business name, if any] or [names of partners], a partnership
Ex: Elm Street Books, a partnership or
Janet Smith and Mark Baker, a partnership
Corporation or LLC:
[Name of corporation], a [state of incorporation] corporation or
[Name of LLC], a [state of registration] limited liability company
Ex: Acme, Inc., a California corporation or
Acme, LLC, a California limited liabilitycompany
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Forms of Title for Multiple Owners
When there is more than new one owner, you will need to specify the form of title. It’s also helpful if
the new owner is a married person or domestic partner. (See Step 3 for more information about the
different forms of title.) Here are examples using common title phrases:
• as tenants in common (default for unmarried owners, will be used if line is blank)
• as joint tenants
• as community property (default for married/DP owners, will be used if line is blank)
• as community property with right of survivorship
• as separate, not community property or as sole and separate property (separate property
owned by one spouse/DP).
Joint tenants selling to a married woman, Single woman selling to a married couple, who will own
who will own it as separate property it as community property WROS
Legal Description
This is the full description of the property, not just the address. It may be brief or very long and full of
legalese. It must match the current deed exactly. You may want to photocopy it and attach it to the
new deed as an exhibit, especially if it is too long to fit on the page.
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Step 7: Record the Deed and File the PCOR at the Recorder’s Office
The Recorder’s Office charges a recording fee (currently $21/first page plus $3 for additional pages).
Current Sacramento fees are available at the County Clerk/Recorder’s website at
www.ccr.saccounty.net/Pages/Fees.aspx.
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FOR HELP
Senior Legal Hotline
Toll Free: (800) 222-1753; Sacramento County: (916) 551-2140
www.seniorlegalhotline.org/
Free legal assistance for Sacramento residents age 60 and over on almost any civil issue, including
property transfers and deeds.
IF YOU HAVE QUESTIONS ABOUT THIS GUIDE, OR IF YOU NEED HELP FINDING OR USING THE
MATERIALS LISTED, DON’T HESITATE TO ASK A REFERENCE LIBRARIAN.
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You may also need reassessment exclusion forms from the assessor’s office.
Check with your local assessor’s office to determine if you need to file exclusions from reassessment
and if so what forms are required. In Sacramento, you can find out about reassessment exclusions
and download forms on the Sacramento County Assessor’s website at:
• Change in Ownership Reassessment Exclusions Including Transfers Between Family
Members
www.assessor.saccounty.net/ExemptionExclusion/Pages/ExclusionsMoreInfo.aspx
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Sample Grant Deed with Instructions
Recording requested by (name): Filling out Documentary Transfer Tax box:
[Name(s) of new owner(s)] • Line 1: enter the amount of Doc. Transfer Tax due, or
And when recorded, mail this deed and tax $0 if exempt.
statements to (name and address): • Line 2: If you are paying $0, put the Cal. Rev. & Tax
[Name(s) of new owner(s)] code exempting you in the 2nd line. Otherwise leave
blank.
[Mailing address of new owner(s)] • Line 3-4: If you are paying $0, explain why briefly.
[Mailing Address City, State, ZIP] Otherwise leave blank.
• Signature: You (or your agent if any) sign the last line.
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_____________________________________________
(Typed or written name of declarant)
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Sample Interspousal Deed with Instructions
Recording requested by (name): Filling out Documentary Transfer Tax box:
[Name(s) of owner(s)] • Line 1: enter the amount of Doc. Transfer Tax due, or
And when recorded, mail this deed and tax $0 if exempt.
statements to (name and address): • Line 2: If you are paying $0, put the Cal. Rev. & Tax
code exempting you in the 2nd line. Otherwise leave
[Name(s) of owner(s)] blank.
[Mailing address of owner(s)] • Line 3-4: If you are paying $0, explain why briefly.
[Mailing Address City, State, ZIP] Otherwise leave blank.
• Signature: You (or your agent if any) sign the last line.
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PCOR questions
Confusing terms:
• Buyer/Transferee = New owner(s)
• Seller/Transferor=Former owner(s)
The form is set up primarily for sales. If this transaction is a gift or inheritance, some of the language
will seem awkward. All sections should be filled out even for gifts.
Part 1: TRANSFER INFORMATION
These options are reasons your transfer may be excluded from reassessment under Prop 13.
Check either “Yes” or “No” for all options. Usually zero or one will apply, and the rest will be “No.”
In some cases, no statement applies (for instance sales, gifts between siblings, etc.) Such transfers
will trigger reassessment.
Part 2: OTHER TRANSFER INFORMATION
In Part 2B, only one option should apply.
Part 2C is asking if the owner added someone but did not take themselves off (ex: adding someone
as a joint tenant).
Part 3: PURCHASE PRICE AND TERMS OF SALE
Fill this out even if you did not pay a “purchase price.” If this transfer is a gift, put $0 in 3A and
skip to Part 4.
Note: A “gift” means that no money, property, or services changes hands. Swapping property, taking
over mortgage payments or bond payments, or adding someone because they agree to live with you
as a caretaker are not considered gifts.
If it is a gift, the donor should ask their tax advisor whether they must file a gift tax return this year.
Part 4: PROPERTY INFORMATION
Fill this out even if you did not pay a “purchase price.” Describe the property being transferred,
any included personal property (appliances are common), whether there is a manufactured (mobile)
home on the property; and whether the property generates rental income.
More Information
A sample filled-out PCOR can be downloaded on our website (saclaw.org/wp-content/uploads/PCOR-
instructions.pdf).
For more information see “Frequently Asked Questions: Change in Ownership.” from the California
Board of Equalization (www.boe.ca.gov/proptaxes/faqs/changeinownership.htm)
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