Smitty77 wrote:
We're in the third year of our transition to SD from CA as our state of Domicile. Due to family factors, we could not make a 'clean break' from CA, so I studied the laws carefully and we keep a good documented trail of what we're doing.
> We travel outside of CA 6 months + per year
> We retained our previous home, now our Vacation Home, so that MIL could have a place to live. (One of my BIL's is very low functioning Down Syndrome, and now in a group home at age 46, so Mom is staying close to do weekly visits, and bring him to the house for visits too. And of course, we enjoy being with Big John too, we were all together at my sisters home for Thanksgiving.)
> We also have a rental home in CA, and file a 540NR for this income.
> We've kept one vehicle registered in CA, as it is at the vacation home
> Our RV, Toad is now SD
> Driving licenses are SD
> We bank in SD, CA and back east via Penfed
> We vote in SD
> We are members of the Rapid City Elk's, and visit each time we're in SD
> We donate via Rapid City Elk's, local Rapid City Boy Scouts, and others
> We have RV and Toad and Umbrella insurance, via SD
> We have multiple policies for home and in state CA car, from CA
> Our Health Insurance, is a Group Retirement Health Care plan from BCBS North Carolina
> We have seen Dentist and Doctors in AZ, CA, MT
> Oure Financial Planner is out of North Carolina
While we are legal, we have read enough to know that CA has been aggressive in the past to people that leave the state, and come back to vacation for longer periods of time. We also know that they have hotline's established, for anyone that cares to call, to report 'suspected' violators of CA residency and DMV type rules. We will not be surprised, if we get letters or notices that someone has called us in, thinking we're not following the rules. For example, our RV, is parked on our rental property, with our SD 'THEJRNY" license plate hard to miss while driving by.
My recommendation to anyone not doing a 'clean break' from a former state of residency, is to be sure and know the rules, and follow them, and even then (sadly) be prepared to prove you are following them. I also feel it is important, to not let 'those that are their to serve us' - alter the way we live out lives.
Best to all, enjoy yourselves, and be safe,
Smitty
Very useful stuff here Smitty77.... Thanks!! :D
