WAC 458-30-275
Continuing classification upon sale or
transfer of ownership of classified land -- Actions of landowner
and county officials to be taken prior to recording a
conveyance of classified land. (1) Introduction. If land
classified under chapter 84.34 RCW is sold or transferred and
the new owner wants to retain the classified status of the
land, certain procedures must be followed before the
conveyance may be recorded or filed. This rule explains the
necessary procedures and required forms.
(2) General requirements - new owner elects to have the
land remain classified. The county recording authority shall
not accept an instrument conveying ownership of land
classified under chapter 84.34 RCW unless certain conditions
are satisfied. When land classified under chapter 84.34 RCW
is sold or transferred and the new owner elects to have the
land retain its classified status, prior to recording or
filing the conveyance, the new owner or the new owner's agent
must:
(a) Sign the notice of continuance that is part of the
real estate excise tax (REET) affidavit or sign a separate
notice of continuance. (Subsection (9) of this rule contains
an explanation about REET.) Both the REET affidavit and the
notice of continuance are forms prepared by the department of
revenue and supplied to the counties. Both forms are
available from the department by sending a written request to:
Department of Revenue
Taxpayer Services
P.O. Box 47478
Olympia, WA 98504-7478.
A copy of the notice of continuance may be obtained from the
county assessor or it may be downloaded from the internet at
http://dor.wa.gov/index.asp under property tax, "forms." A
copy of the REET affidavit may be obtained from the county
treasurer. If the classified land is owned by multiple
owners, all owners or their agent(s) must sign the notice of
continuance on the affidavit or the separate notice of
continuance; and
(b) Provide the assessor with a signed statement that
explains how the new owner intends to use the classified land
and any other information the assessor deems necessary to
determine whether the land will continue to be eligible for
classification under chapter 84.34 RCW. (See RCW 84.34.121
and WAC 458-30-270.)
(3) Required duties of the assessor before a conveyance
of classified land may be filed or recorded. The new owner
must supply the assessor with the information outlined in
subsection (2) of this rule if the new owner elects to have
the land remain classified under chapter 84.34 RCW.
(a) After receiving all required documentation, the
assessor is allowed up to fifteen calendar days to determine
whether the land should retain its classified status or
whether the land should be removed from classification as of
the date of conveyance.
(b) To make this determination, the assessor may, but is
not required to, consult with the county legislative authority
if the land is classified as either open space or timber land
or a combination of the county and city legislative bodies if
the classified open space land is within an incorporated part
of the county. Both the assessor and the granting authority
may require the new owner to submit additional information
about the use of the classified land after the sale or
transfer is complete. This information will be used to
determine whether the land should remain classified under
chapter 84.34 RCW.
(4) When may a county recording authority accept an
instrument conveying ownership of classified land? A county
recording authority shall not accept an instrument of
conveyance regarding the sale or transfer of land classified
under chapter 84.34 RCW for filing or recording until the new
owner signs a notice of continuance and the assessor
determines that the land will or will not continue to qualify
for classification. If the assessor decides that the land
must be removed from classification, the assessor will note
that the land does not qualify for continuance on the REET
affidavit and begin the removal procedures set forth in WAC 458-30-295.
(a) If the new owner signs the notice of continuance and
the assessor agrees that the land should remain classified,
the assessor checks the box on the REET affidavit that the
land qualifies for continued classified current use status. The completed affidavit is then presented to the county
recording authority so that it may record or file the
conveyance. A completed REET affidavit includes a stamp,
placed on it by the treasurer, indicating that any REET or
additional tax, interest, and penalty owed as a result of the
sale or transfer has been paid. (See subsection (9) of this
rule for a more detailed explanation of the real estate excise
tax.)
(b) If the assessor decides that the land must be removed
or the owner submits a written request to remove the land from
classification, the assessor will check the appropriate box on
the REET affidavit that the land does not qualify for
continuance, sign the REET affidavit, and begin the removal
procedures set forth in WAC 458-30-295.
(5) Land removed from classification with no back taxes
imposed. If the removal results solely from one of the
circumstances or actions listed in RCW 84.34.108(6), no
additional tax, interest, or penalty is imposed. The assessor
will:
(a) Follow the procedures set forth in WAC 458-30-295 and 458-30-300 for removing land from classification;
(b) Notify the treasurer and the seller or transferor
that no additional tax, interest, or penalty will be imposed;
and
(c) If the land is acquired for conservation purposes by
any of the entities listed in RCW 84.34.108 (6)(f), inform the
new owner that a lien equal to the amount of additional tax,
interest, and penalty has been placed on the land, even though
the additional tax, interest, and penalty will not be
collected at this time. This lien becomes due and payable if
and when the land ceases to be used for one of the purposes
outlined in RCW 64.04.130 or 84.34.210.
(6) Sales or transfers of timber land. When a parcel(s)
of classified timber land is sold or transferred, the new
owner must submit a timber management plan to the assessor and
comply with the general requirements listed in subsection (2)
of this rule to retain the land's classified status. The
assessor sends a copy of the timber management plan to the
granting authority of the county in which the classified land
is located. WAC 458-30-232 contains a list of the types of
additional information an assessor may require the new owner
to submit to enable the assessor to determine whether the land
will be used to grow and harvest timber for commercial
purposes. Generally, the new owner is required to submit a
timber management plan at the time of sale or transfer. If
circumstances require it, the assessor may allow an extension
of time for submitting this plan when a notice of continuance
is received. The applicant will be notified of this extension
in writing. When the assessor extends the filing deadline for
a timber management plan, the county legislative authority
should delay processing the application until this plan is
received. If the timber management plan is not received by
the date set by the assessor, the notice of continuance will
be automatically denied.
(7) Sales or transfers of farm and agricultural land.
When a parcel(s) of classified farm and agricultural land is
sold or transferred, the new owner must comply with the
general requirements listed in subsection (2) of this rule. The size of the classified land dictates whether any
additional requirements must also be satisfied. After all
required information is submitted, the assessor determines
whether the land qualifies for continued classification.
(a) If the classified land sold or transferred is twenty
acres or more, the new owner must satisfy the general
requirements listed in subsection (2) of this rule.
(b) If the sale or transfer involves less than twenty
contiguous acres, the new owner will be required to comply
with the general requirements of subsection (2) of this rule
and the seller or buyer may be asked to provide gross income
data relating to the productivity of the farm or agricultural
operation for three of the past five years. This income data
is used to determine whether the land meets the income
production requirements listed in RCW 84.34.020 (2)(b) and (c)
for classification. However, if the income data is
unavailable but the new owner is willing to sign the notice of
continuance and accept the responsibility for any additional
tax and interest owed for prior years that will be due if the
land is later found to be ineligible for continued
classification, the classified status of the land will
continue until the assessor determines that the use of the
land has changed or has not produced the requisite minimum
income.
(i) RCW 84.34.020 (2)(b) and (c) set forth the minimum
income production requirements for classified farm and
agricultural land of less than twenty acres. Any sale or
transfer of classified land is subject to these income limits.
However, the income production requirements will not be
examined when classified land is being transferred to a
surviving spouse or state registered domestic partner, but
such land is subject to the same production requirements that
were applicable before the death of the spouse or domestic
partner. For example, a sixteen acre parcel of classified
farm and agricultural land, which was classified in 1998, is
still required to produce a minimum of two hundred dollars per
acre per year even though the assessor is not required to
review the income production data at the time of sale or
transfer.
(ii) Sale or transfer of land classified prior to January
1, 1993. As of January 1, 1993, the legislature imposed
higher income production requirements on classified farm and
agricultural land of less than twenty acres. When land
classified prior to January 1, 1993, is sold or transferred to
a new owner, the higher minimum income requirements set forth
in RCW 84.34.020 (2)(b)(ii) and (c)(ii) will be deferred for a
period of three years. The new owner is required to produce
either two hundred dollars per acre per year if the parcel is
five acres or more or fifteen hundred dollars per year if the
parcel is less than five acres at least once during the three
calendar years immediately following the sale or transfer. For example, if classification was granted in 1978 to a
fifteen acre parcel that produced a gross income of one
hundred thirty dollars per acre per year until it was sold on
April 15, 1999, the minimum income requirements will be
deferred until 2002. By the end of 2002, the new owner must
show that the parcel produced two hundred dollars per acre at
least one year during the three-year period between 2000 and
2002. If the land produced a gross income of two hundred
dollars per acre, the land remains classified as farm and
agricultural land. If the land failed to produce this amount
at least once during this three-year period, the land will be
removed from classification and the owner will be required to
pay additional tax, interest, and penalty.
(iii) Sale or transfer of land classified after January
1, 1993. The higher minimum income production requirements of
RCW 84.34.020 (2)(b)(ii) and (c)(ii) apply to all land
classified after January 1, 1993. When such land is sold or
transferred, the assessor may ask the seller or buyer to
provide gross income data relating to the productivity of the
farm or agricultural operation for three of the past five
years. This information will be used to determine whether the
land should retain its status as classified farm and
agricultural land. For example, a ten acre parcel that was
classified as farm and agricultural land on May 1, 1995, is
sold on February 23, 2001. The assessor asks the seller of
the classified land to provide information about the income
the land produced during the five calendar years preceding the
sale (i.e., 1995 through 2000). To retain the farm and
agricultural classification, the land must have produced a
minimum income of two hundred dollars per acre per year at
least three of the five calendar years preceding the date of
sale. However, if the income data is unavailable but the new
owner is willing to sign the notice of continuance and accept
the responsibility for any additional tax and interest owed
for prior years that will be due if the land is later found to
be ineligible for continued classification, the classified
status of the land will continue until the assessor determines
that the use of the land has changed or has not produced the
requisite minimum income.
(c) Segregation of land. If the sale or transfer of
classified land involves a segregation, the owner of the newly
created parcel(s) and the owner of the parcel from which the
land was segregated must comply with the requirements for
classification, including the production of minimum income, to
enable the assessor to continue the classified status of the
land.
(8) New owner's acknowledgment. The new owner, by
signing the notice of continuance, acknowledges that future
use of the land must conform to the provisions of chapter 84.34 RCW.
(9) Real estate excise tax (REET). An excise tax is
generally imposed in accordance with chapter 82.45 RCW
whenever real property is sold or transferred. The amount of
this tax is based upon the selling price of the real property.
Real estate excise tax is due at the time of sale. This tax
is paid to and collected by the treasurer of the county in
which the real property is located. (See RCW 82.45.010 for a
listing of transactions that are not considered a sale or
transfer upon which REET is imposed.)
[Statutory Authority: 2009 c 521. 10-07-133, § 458-30-275,
filed 3/23/10, effective 4/23/10. Statutory Authority: RCW 84.34.141, 84.34.020, and 84.34.030. 02-20-041, § 458-30-275,
filed 9/24/02, effective 10/25/02. Statutory Authority: RCW 84.34.141. 01-24-030, § 458-30-275, filed 11/27/01, effective
12/28/01. Statutory Authority: RCW 84.08.110, 84.08.070,
84.34.141 and 84.34.360. 95-21-002, § 458-30-275, filed
10/4/95, effective 11/4/95. Statutory Authority: RCW 84.08.010 and 84.08.070. 90-24-087, § 458-30-275, filed
12/5/90, effective 1/5/91. Statutory Authority: RCW 84.08.010(2), 84.34.141 and chapter 84.34 RCW. 88-23-062
(Order PT 88-12), § 458-30-275, filed 11/15/88.]