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Inherited-property guide

California's $750,000 Primary-Residence Succession Procedure

California Probate Code section 13151 provides a petition procedure for certain California primary residences with a qualifying gross value after a waiting period. It is not an automatic transfer and it is not based on equity after mortgage debt.

Updated 2026-07-21

This private portal provides educational routing, not legal or tax advice. We are not a court, government agency, or title company, and we do not determine ownership, authority, or legal eligibility.

Gross value is not net equity

The threshold analysis uses the applicable gross-value rules. A mortgage generally cannot simply be subtracted to make a property qualify.

Primary residence and date rules matter

The procedure is limited to qualifying California primary-residence property and the current threshold depends on the governing death and valuation rules.

A court petition is still involved

Potential eligibility does not transfer title by itself. Required petitions, appraisals, notices, supporting facts, and court orders must be handled correctly.

Frequently asked questions

Is every inherited home under $750,000 eligible?

No. Property type, use as the decedent's primary residence, date, gross value, waiting period, successors, notices, and other statutory requirements must be verified.