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Taxpayer Rights Advocate reports case loads, offers guidance on disaster relief and releases nonprofit exemptions info sheet
Summary
The TRA office reported monthly case totals, explained common case types (reassessment exclusions, change in ownership, penalties), advised taxpayers on Proposition 8 and 19 processes after disasters, and said a new nonprofit exemption information sheet will be published in September.
Lisa Thompson, chief of the Taxpayer Rights Advocate (TRA) office, told the State Board of Equalization on Sept. 16 that her office completed 43 cases in July and 27 in August and outlined where most work is concentrated.
Thompson said completed July cases totaled 43, of which 35 were valuation cases; the largest valuation topic was exclusions from reassessment (12 cases), followed by change in ownership (8). She reported for July that of the 12 exclusion cases, 7 involved transfers between parents and children and 4 were base‑year transfer matters for seniors (and 1 for a disabled person). For July, the highest completed administrative topic was penalties/penalty cancellations (5 cases). For August, Thompson reported 27 completed cases, 21 valuation; exclusions were again the highest valuation topic (7 cases — 1 parent‑child transfer, 5 base‑year transfers…
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