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Form 58-AH -Exclusion of Property Tax Reassessment

January 16, 2017 • Teresa Crivello • Log In to Post Comments

My client has completed the form.  She and her three silblings inherited their mother's home.

The form has been sent back to my client from the county assessor's office asking for additional informaiton including the trust accounting.

There has been no formal acounting completed.

How should my client respond? What can she attach instead?

Thank you,

Teresa Crivello



I would just provide a list of assets and value. Be sure the home is listed as the pricipal residence. State that there was no requirement to have trust accounting done..


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