San Bernardino Homeowners Must File a Property Tax Appeal to Get a Tax Refund

San Bernardino homeowners have until NovemberVentura--------- 11/30/08----------------- 12/31/08
30th, 2008 to file a Formal and Informal property taxWhile informal appeals should be your first step, you
appeal.should also file a formal property tax appeal since the
Under Proposition 8, homeowners are entitled to aAssessor’s response will not be known before the
temporary reduction in their property taxes due to aformal appeal deadline. Unless you file a formal appeal,
decline in property value. This reduction is only availablethen you’ll have to accept the Assessor’s
if your assessed value is more than the market valueopinion. With a formal appeal “Request for
of your home as of January 1, 2008.Changed Assessment”, you’ll have the
Homeowners in San Bernardino only have untiladvantage of an independent review by either a
November 30th, 2008 to request a formal and informalHearing Officer or the Assessment Appeals Board.
property tax appeal. The confusion about appealGenerally, it makes sense to request a Hearing Officer
dates stems from the differences between the formaland not go through the formalities of the Assessment
and informal process for a property tax reduction. TheAppeals Board for a residential property appeal.
informal appeal is handled through each County’sThe disadvantage of a formal appeal is that it will take
Assessor’s office. This is the most expeditiouslonger, estimated to be at least 6 to 9 months.
means of appealing your property’s assessedHowever, you don’t have to go on to the formal
value. There is a form used to prepare a Prop. 8appeal if you can reach agreement with the Assessor
temporary reduction in value request. Generally, youbefore the hearing. If you reach agreement with the
supplement this form with comparable sales from yourAssessor or if you go to the Hearing and a lower
neighborhood that will be evaluated by the Assessor. Ifvalue is granted, you will get a refund with interest.
a reduction is granted, then you’ll get refund or aSince all formal appeals must be filed by November
smaller property tax bill.30th, 2008, you should consider filing both appeals at
Since the process is informal, the published dates arethe same time. This process can be completed very
not locked in stone and vary considerably by County.quickly by using our electronic property tax appeal
As you can see from this chart (most populousservice where Comparable Sales and formal and
Counties), practices for informal property tax appealsinformal appeals are ready to mail in minutes for only
vary widely from Orange County which locked the$29.99.
doors at the end of April, 2008 to Alameda where theNo surprise, but home buyers from 2003 forward
doors are open until the end April, 2009. On the otherhave the best opportunity for a property tax reduction.
hand, formal appeals are due by November 30th, 2008.First American LoanPerformance says “California
County Assessment appeal Filing Periods For 2008was the nation’s worst housing market with prices
County-------Formal Process Deadline-------Informalfalling at a 24.37% annual rate as of late April.
Process DeadlineCalifornia has held this dubious distinction since May
Alameda----- 9/15/08---------------------- 4/10/09‘07.” What this suggests is that recent
Contra Costa- 11/30/08-------------------- 12/31/08homebuyers should, on average, expect a similar
Fresno------- 11/30/08-------------------- 12/31/08reduction in their property tax bill.
Los Angeles-- 11/30/08-------------------- 12/31/08By now homeowners received a notice with the
Orange------- 9/15/08--------------------- 4/30/08assessed value of their property from the Assessor.
Riverside---- 11/30/08-------------------- 9/1/08San Bernardino homeowners have until November
Sacramento--- 11/30/08-------------------- 12/1/0830th to file a formal or informal property tax appeal.
San Bernardino- 11/30/08------------------ 11/30/08There will be a crush of property tax appeals filed at
San Diego ------11/30/08 ----------------- 5/30/08the last minute in November, making it desirable to get
San Francisco-- 9/15/08------------------- 8/15/08in line well before the final due date.
Santa Clara----- 9/15/08------------------ 9/15/08