State Of Indiana 130 Short Form in PDF

What is the State of Indiana 130 Short Form?

The State of Indiana 130 Short Form, also known as the "Petition for Review of Assessment by Local Assessing Official - Property Tax Assessment Board of Appeals," is a document prescribed by the Indiana Department of Local Government Finance. Its main purpose is to facilitate the process whereby a taxpayer can appeal the assessment of their tangible property, whether it's real or personal property, as made by a local assessing official. It outlines the procedure for appealing to the Property Tax Assessment Board of Appeals.

Who should file the State Form 130?

Any taxpayer who disagrees with the assessment of their tangible property by a county or township official should file the State Form 130. This applies to both real property (such as land and buildings) and personal property (such as business equipment).

When is the deadline to file State Form 130?

The deadline to file a State Form 130 varies depending on whether a notice of assessment has been given. If a notice was issued, the taxpayer must file a written notice with the county or township official no later than forty-five (45) days after the date of the notice. For an assessment date for which no notice was provided, the deadline for filing is generally May 10 of the year following the assessment or forty-five (45) days after the county auditor mails a statement, depending on which is later.

What happens after filing the form?

Upon receipt of the State Form 130, the county or township official will forward the form to the county board, which will then schedule a hearing or review no later than one hundred eighty (180) days after receiving the taxpayer's notice for review. The county board will send a notification including the date, time, and place of the hearing to both the taxpayer and the assessing official.

Can I request a meeting before the hearing?

Yes, before the official hearing, the taxpayer has the opportunity to request a meeting with the county or township official by filing a written request. This meeting aims to resolve issues, seek settlements, and potentially avoid a formal hearing process. Any joint recommendation reached during this meeting will be presented at the hearing.

Is an appraisal required to file or proceed with the appeal?

No, the taxpayer is not required to have an appraisal of the property to initiate or prosecute the appeal. This is aligned with the intent to make the process as accessible as possible to taxpayers without necessitating additional financial expenditures.

What should be included in the written notice filed by the taxpayer?

The written notice should include the taxpayer's name, the address and parcel or key number of the property, and the address and telephone number of the taxpayer. This information is essential for processing the appeal.

What if the deadline for a decision passes?

If the county board does not hold a hearing within 180 days or does not provide a determination within 120 days post-hearing, the taxpayer has the right to initiate a proceeding for review before the Indiana Board. This can be done anytime after the minimum time required for the county board's action elapses.

Can the assessment change as a result of filing this petition?

Yes, as a result of filing the petition, the assessment of the property may either increase, decrease, or remain the same. It's important for taxpayers to understand this possibility when deciding to appeal an assessment.

Filling out the State of Indiana 130 Short Form, a crucial document for appealing property tax assessments, can be tricky. Here are common pitfalls people might encounter:

1. Ignoring important dates. Timing is critical when filing an appeal. The form must be submitted no later than forty-five days after the notice date for current year appeals or by May 10 or forty-five days after the statement date for past years’ assessments. Missing these deadlines can cost you the chance to appeal.
2. Incorrect or incomplete property information. Section I demands precise details about the property and petitioner. Inaccuracies or skipped sections regarding the property address, parcel or key number, and owner details could lead to processing delays or outright dismissal of the appeal.
3. Failing to provide reasons for the appeal in Section II. Many filers neglect to give specific reasons why they believe the property's assessed value is incorrect. Vague statements or merely stating that the assessment seems too high doesn’t provide the board with the details needed to consider an appeal.
4. Omitting necessary documentation. If your property was sold in the last three years, attaching the sale contract and other relevant documents is critical. Also, if you're claiming your property value is inequitable compared to similar properties, you must include evidence supporting your claim.

These mistakes can be avoided by thoroughly reading the instructions, checking and double-checking all entered information, and ensuring that all required documentation is attached before submission. A clear understanding of the appeal process and the form's requirements can significantly improve your chances of a successful appeal.

In addition to avoiding these common errors, remember the general instructions section, which emphasizes the need to print or type clearly, complete all required sections, and attach a notarized power of attorney if filing through a representative. Attention to these details can further streamline the process, minimizing delays or the risk of rejection.

• Always verify the type of property under appeal (real or personal) and mark it accordingly at the top of the form.
• Ensure the appeal is signed by the petitioner or their authorized representative. Unsigned forms are not processed.
• If appealing for both real and personal property assessments, separate petitions must be filed for each.

Being meticulous and prepared when filling out the State of Indiana 130 Short Form can lead to a smoother appeal process and potentially favorable outcomes in adjusting your property tax assessment.

When navigating the complexities of property tax appeals in Indiana, utilizing the State Form 21513 (R6 / 3-08), also known as the State Of Indiana 130 Short Form, is merely the first step in what can be a layered process. This document serves as a petition for review of an assessment by a local assessing official to the Property Tax Assessment Board of Appeals. However, to robustly support their case, taxpayers may find themselves needing additional forms and documents. The following list encompasses crucial materials that often accompany, supplement, or follow the initial petition to enhance an appeal's effectiveness:

• Form 11CI/11RA: Notice of Assessment of Land and Structures / Improvements - This form is the official notice given by the assessor to inform the property owner of the assessment value on which property taxes will be based.
• Form 113: Notice of Change of Assessment - Issued to communicate adjustments in the property’s assessed value following corrections, discoveries, or appeals.
• Property Record Card: Contains detailed information about the property and its assessment, including a description of the land and any buildings, valuation for tax purposes, and the owner's name.
• Power of Attorney: Needed if the petitioner is represented by someone else, this document grants the representative legal authority to act on the petitioner's behalf.
• Tax Representative Disclosure Statement: This is required for certified tax representatives to disclose their authority and relationship with the taxpayer, ensuring transparency in the appeal process.
• Purchase Agreement/Escrow Statement: For recent property transactions, these documents support the petitioner's claimed value by providing sale details.
• Comparative Market Analysis: Used to show the value of the property based on the sale prices of comparable properties in the same area - essential for arguing a case of over-assessment.
• Professional Appraisal Report: While not required for initiating the review, a detailed appraisal can strongly support the taxpayer’s argument of incorrect valuation.
• Listing Agreement: If the property was listed for sale, this agreement can be used to establish the market value compared to the assessed value.
• Request for Meeting with County or Township Official: A written request for a meeting to discuss and potentially resolve the dispute before the hearing with the Property Tax Assessment Board of Appeals.

Compiling a comprehensive packet with the State Of Indiana 130 Short Form and the relevant supporting documents serves two purposes. First, it strengthens the taxpayer's appeal by providing undeniable evidence of the property's value. Second, it streamlines the review process for the local assessing officials and the Property Tax Assessment Board of Appeals. Correctly utilized, these forms and documents collectively form a robust defense against unfair property tax assessments and lay the groundwork for a successful appeal.

The State of Indiana 130 Short Form is similar to other legal documents designed to initiate a review or appeal process concerning governmental decisions or assessments. This form, specific to property tax assessment appeals in Indiana, shares characteristics with several other documents across different jurisdictions and scopes. By understanding how this form compares to others, users can better navigate the legal processes involved in contesting or appealing various governmental assessments or decisions.

The Federal Tax Court Petition Form is one such document that bears similarity to the State of Indiana 130 Short Form. Both are formal appeals to a higher authority regarding tax assessments; however, the Federal Tax Court Petition is used for disputes with the IRS over federal tax assessments. Like the Indiana form, it requires detailed information about the taxpayer and the contested assessment, and it does not mandate the taxpayer to present an appraisal, although evidence supporting the taxpayer's claim is crucial. The structure of both forms is designed to guide individuals through the process of contesting assessments by providing step-by-step sections that require factual information about the dispute.

Local Property Assessment Appeal Forms, found in many counties and municipalities across the United States, also share similarities with the Indiana 130 Short Form. These local forms are used by property owners to challenge local property tax assessments they believe to be inaccurate or unfair. Similar to the Indiana form, local appeal forms typically require the property owner to provide specific details about the property and the reasons for believing the assessment is incorrect. Both sets of forms emphasize the importance of deadlines and procedural correctness to ensure the appeal is considered valid. Additionally, they facilitate a structured engagement between property owners and assessing bodies, aiming to resolve disagreements over value assessments without necessitating an appraisal.

The Zoning Appeal Form used in various jurisdictions to contest zoning decisions made by local planning or zoning boards, while not directly related to tax assessment, parallels the Indiana 130 Short Form in its function as a means to formally dispute a governmental decision. Both forms serve as the initiating paperwork that brings a dispute to the attention of a review board or authority. They require the filer to clearly state the grounds of their appeal and often include provisions for supporting documentation or evidence. This process underscores the role of structured legal forms in ensuring that individuals have a means to seek redress or challenge governmental actions that affect their property rights or financial obligations.

Filling out the State of Indiana Form 130, also known as the Petition for Review of Assessment by Local Assessing Official - Property Tax Assessment Board of Appeals, requires careful attention to detail and an understanding of the instructions provided. Below are nine essential dos and don'ts that will help ensure the process is completed correctly and efficiently.

• Do read all the important filing information provided before completing the form to ensure you understand your rights, the procedures, and deadlines associated with the review.
• Do check only one box to indicate the type of property under appeal, as required at the top of the form.
• Do complete Sections I, II, and III of the form thoroughly, providing accurate and detailed information about the property in question and your reasons for the appeal.
• Do sign the petition in the designated area at the end of Section III, which is a requirement for the petition to be considered valid.
• Do attach any additional documentation that supports your case, such as a purchase agreement, property listing agreement, or comparable property assessments, when relevant.
• Don't forget to file separate petitions if you are appealing assessments for both real and personal property. One form per property type is necessary.
• Don't miss the filing deadlines. Submit your petition within 45 days after the date of the notice you received to ensure your review is considered.
• Don't overlook the need for a power of attorney if the petition is being filed by an authorized representative rather than the property owner themselves.
• Don't assume an appraisal is needed to initiate or prosecute the review. The form specifies that an appraisal of the property is not required for the review process.

Adhering to these guidelines will help streamline the process of filing a Form 130 in the State of Indiana, and ensure that your petition for review is duly considered by the assessing officials.

The State of Indiana 130 Short Form, officially known as the "Petition for Review of Assessment by Local Assessing Official - Property Tax Assessment Board of Appeals," is a crucial document for Indiana residents seeking to challenge their property tax assessments. Despite its significant role, there are several misconceptions surrounding this form and its process. Let's clarify some of these to ensure property owners are well-informed.

• Misconception #1: Filing a State Form 130 guarantees a lower assessment. Filing this form initiates a review process; it does not ensure that the assessment will be reduced. The outcome can result in an increase, a decrease, or no change in property valuation.

• Misconception #2: An appraisal is required to file Form 130. The process does not mandate a property appraisal for the review. Taxpayers can initiate and proceed with their review without this prerequisite, although additional documentation can support their case.

• Misconception #3: Only the property owner can file Form 130. A representative, such as a tax representative or an attorney, can also file on behalf of the property owner, provided they have a notarized power of attorney or are an authorized corporate officer.

• Misconception #4: There is only one deadline for all appeals. Depending on the circumstances, deadlines differ. For instance, appeals following a notice from a county or township official must be filed within 45 days of that notice. If no such notice was received, other deadlines apply.

• Misconception #5: Filing is complex and aimed to deter appeals. While legal documents can be daunting, the State Form 130 is designed to be clear, simple, and understandable. Instructions are provided to assist in the completion and filing of this form.

• Misconception #6: The decision of the Property Tax Assessment Board of Appeals is final. If unsatisfied with the decision, taxpayers have further recourse by filing a petition for review with the Indiana Board of Tax Review under specific guidelines.

• Misconception #7: Filing an appeal is always beneficial. While it's every taxpayer's right to challenge their assessment, it's essential to consider the potential outcomes, including the possibility of an increased valuation. Professional advice can help weigh the merits of an appeal.

Understanding these misconceptions can help property owners navigate the process of appealing their tax assessments more effectively, ensuring they are prepared and informed every step of the way.

When filling out the State of Indiana Form 130 Short, a petition for the review of assessment by local assessing officials or the Property Tax Assessment Board of Appeals, taxpayers should keep several key points in mind:

• Filing deadlines are strict. The form must be submitted within 45 days following the date on which the taxpayer received notice of the assessment. If no notice is provided, different deadlines apply depending on the year of the assessment.
• Inclusion of detailed information is mandatory. Along with the taxpayer's name, address, and property identification (parcel or key number), the form requires detailed reasons for the appeal. This includes presenting the current assessed value and the taxpayer’s proposed value, with an explanation.
• A hearing or review meeting before a decision is made. Taxpayers have the opportunity, upon filing the form, to request a meeting aiming to resolve issues prior to the hearing. However, a hearing will still take place where both the taxpayer and the assessing official can present their cases. The county board then issues a decision within a specified timeframe.
• No requirement for a property appraisal. The process does not necessitate the taxpayer to obtain an appraisal of their property to initiate or support the review. This allows for the appeal process to be more accessible to taxpayers who may not have the resources to obtain an appraisal.

Submitting the State of Indiana 130 Short form initiates a formal review process of a property assessment. The form provides the taxpayer and the assessing official a structured opportunity to present their views and evidence regarding the assessment. The outcome of this process can result in the increase, decrease, or maintenance of the original assessed value, directly impacting the property tax the owner is obligated to pay.