Legal Question in Wills and Trusts in California

You have to file a Claim for Exclusion from Reassessment for Parent Child Transfer (with the County Assessor's Office) in order to avoid being reassessed.

It sounds like someone messed up when they did the estate planning. A supplemental bill is usually increased taxes for a reassessment, which occurs when property is sold. I suggest you have an attorney review what happened, as it is too late to amend the trust now.

There is an exclusion for a partent to child transfer, but it must be claimed. Another issue is that if it is transferred to a brother and sister, for example, and then one of them transfers to the other one, a change in ownership for 1/2 of the property does take place, and reassessment will be made on that 1/2. You need some legal counsel to verify what took place.