State Of Indiana 130 Short PDF Form

What is the State of Indiana 130 Short Form?

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 document prescribed by the Department of Local Government Finance. Its primary purpose is to provide Indiana taxpayers with a platform to file for a review of the assessment of their tangible property as determined by a county or township official.

Who can file the State of Indiana 130 Short Form?

Any taxpayer wishing to obtain a review of a county or township official’s action regarding the assessment of their tangible property can file this form. This is applicable in instances where the official’s action necessitates providing notice to the taxpayer. If such an action affects the assessment of the taxpayer's property, the taxpayer is informed in writing of their right to review, including the opportunity for a meeting with the relevant county or township official, and the procedures to follow to initiate the review.

When should the State of Indiana 130 Short Form be filed?

To seek a review of an assessment for a specific assessment date, the taxpayer must file the form in writing with the county or township official referred to in the notice provided to the taxpayer, within forty-five (45) days after the date of the notice. For assessments concerning dates before 2009, the filing must occur on or before May 10 of that year. For dates after 2008, it should be filed no later than the later of either May 10 or forty-five (45) days after the county auditor mails the statement under IC 6-1.1-17-3(b).

What happens after filing the State of Indiana 130 Short Form?

Upon receipt of the notice for review filed by the taxpayer, the county or township official must immediately forward it to the county board. The board is then required to schedule a hearing or a review no later than one hundred eighty (180) days after the date of filing. Prior to this hearing, the taxpayer has the option to request a meeting to potentially resolve issues and suggest a settlement for the board’s consideration. Regardless of the outcome of such a meeting, the county board prepares a written decision on all reviewed issues within one hundred twenty (120) days after the hearing.

Is an appraisal required when filing the State of Indiana 130 Short Form?

No, obtaining an appraisal of the property under question is not a prerequisite for initiating or prosecuting a review by filing the State of Indiana 130 Short Form. Taxpayers can seek a review of their property's assessment without the need to provide an appraisal, thus simplifying the review process.

What should be included in the State of Indiana 130 Short Form?

A complete submission of the State of Indiana 130 Short Form must include the name of the taxpayer, the address and parcel or key number of the property being contested, and the taxpayer’s contact information. The form must be submitted alongside a detailed rationale for the contested assessment and any relevant evidence to support the claim. Additionally, certification by the petitioner, or their authorized representative, that the information provided is accurate to the best of their knowledge and belief is required. If a petition is filed by an authorized tax representative, notarized power of attorney and a Tax Representative Disclosure statement should be attached.

Filling out the State of Indiana Form 130 Short, a petition for the review of assessment by the local assessing official for property tax assessment, can be a complex process. Taxpayers often make several mistakes that can potentially affect the review process. Understanding these common errors can help ensure a smoother and more efficient appeal.

Mistake #1: Not checking the correct type of property under appeal. At the beginning of the form, taxpayers must indicate whether the appeal is for real or personal property. Failing to check the correct box or checking more than one can lead to confusion and processing delays.

Mistake #2: Incorrect or incomplete property information. Section I requires detailed information about the property and the petitioner. Often, errors or omissions occur in providing the parcel or key number, address, or legal description of the property. Missing or incorrect information can result in the rejection of the appeal.

Mistake #3: Failing to attach necessary documentation. When it comes to supporting your contention that the property should be assessed at a different value, attaching relevant documents such as purchase agreements, escrow statements, or comparable sales data is crucial. Many petitioners forget to attach this documentation, weakening their case.

1. Not detailing specific reasons for the assessment disagreement in Section II. Simply stating the assessment is too high without providing a well-articulated rationale or evidence does not support your case.
2. Omitting the signature of the petitioner, taxpayer, or authorized representative. The form explicitly requires a signed acknowledgment, understanding that the appeal could lead to an increased, decreased, or unchanged assessment.
3. Failing to observe the appeal deadline. A critical mistake is not filing the petition within forty-five (45) days of the notice of assessment or, for an assessment for which no notice was given, not adhering to the specified filing deadlines.
4. Not providing accurate contact information. The petition requires the taxpayer’s address and telephone number, ensuring the county board or township official can reach the petitioner for further proceedings.

Additionally, taxpayers often overlook the requirement for a power of attorney for representatives, not realizing that failing to include this can stall the appeal process.

In conclusion, completing the State of Indiana Form 130 Short requires attention to detail, thoroughness, and adherence to submission guidelines. By avoiding these common mistakes, taxpayers can ensure their petition for a property tax assessment review is accepted and processed without unnecessary delays.

When engaging with the State of Indiana 130 Short Form for petitioning a review of assessment by local assessing officials, individuals or businesses may find that incorporating additional forms and documents can fortify their case. Understanding these supplementary materials makes navigating the appeal process more effective.

• Form 11 RA, Form 11 CI, or Form 113: These forms serve as the initial assessment notices for real and personal property. They provide detailed information about the property's assessed value as determined by the local assessing official. Including these forms with your appeal demonstrates the basis of the current assessment under dispute.
• Property Record Card: This document outlines the attributes of the property as recorded by the assessment office, such as size, use, and improvements. It is invaluable for verifying the details used by the assessor to establish the property's value. Referencing this card can help in identifying discrepancies or errors in the assessment.
• Power of Attorney: If the appeal is being filed by an authorized representative instead of the property owner, a notarized power of attorney must be attached. This legal document grants the representative the authority to act on behalf of the property owner, ensuring the appeal process can proceed without the direct involvement of the owner.
• Tax Representative Disclosure Statement: Required for certified tax representatives, this statement outlines the representative's authority and disclosure agreements. It serves as a formal acknowledgment of the representative's role and their commitment to adhere to applicable regulations during the appeal process.

These documents complement the State of Indiana 130 Short Form by providing a comprehensive overview of the property's assessment history, the basis for its current assessed value, and the legitimacy of the appellant's representation. Including these materials with your appeal can contribute to a clearer understanding of your case by the reviewing board, potentially leading to a more favorable outcome. Handling the appeal with a thorough approach, backed by relevant documents, ensures that all aspects of the property's assessment are considered during the review process.

The State Of Indiana 130 Short Form is similar to other legal documents that also facilitate appeals or reviews in various administrative contexts. Specifically, it shares characteristics with notices of appeal in court cases and petitions for reassessment in other taxation matters. These documents serve as formal requests to review a decision or assessment that affects an individual's rights or obligations.

Notices of Appeal in Court Cases: Like the State Of Indiana 130 Short Form, a notice of appeal is the document filed in many court cases that initiates the appeal process. It serves as a formal statement that a party involved in a case disagrees with the decision or judgment and requests a higher court to review and change the lower court's decision. Both documents must be filed within specific deadlines and require the appellant to provide basic information about the decision being appealed, including relevant dates and the reasons for the appeal. The filing of these documents does not guarantee a change in the decision, but it is the necessary first step in seeking a review.

Petitions for Reassessment in Taxation Matters: Similar to the State Of Indiana 130 Short Form, petitions for reassessment are used by taxpayers who believe their property has been incorrectly assessed, leading to unfair property tax burdens. These petitions must be filed with the appropriate local or state tax board within a specified timeframe and include detailed information about the property, the current assessment, and the reasons why the taxpayer believes this assessment is incorrect. The process may involve a hearing or review meeting where the taxpayer can present evidence and argue for a reassessment. Both forms are critical tools for taxpayers seeking to ensure fairness and accuracy in their property tax assessments.

When you are completing the State of Indiana 130 Short Form, there are specific actions that can facilitate the process and some that could potentially hinder it. Attention to detail can significantly affect the outcome of your petition for review of assessment by the local assessing official or the Property Tax Assessment Board of Appeals.

Do:

1. Ensure that you have read and understood the important filing information before filling out the form to follow all necessary steps accurately.
2. Provide complete and accurate information for all required sections, including the taxpayer's name, property address, parcel or key number, and your contact details to avoid delays or issues in the review process.
3. Include specific reasons for the requested change in value in your petition. General statements like "the assessment is too high" are not helpful. Detailing your reasons will strengthen your petition.
4. Sign the petition. An unsigned petition may not be processed. If you are filing as an authorized representative, ensure a notarized power of attorney or the equivalent documentation is attached.

Don't:

1. Check more than one type of property under appeal. You must select either real or personal property, but not both on the same form. If you have multiple properties to appeal, each requires a separate form.

2. Miss the filing deadline. Filing your petition after the 45-day period following the date of the notice from the assessor or any other specified deadline can render your petition invalid.
3. Forget to attach necessary documentation such as a power of attorney (if applicable), Tax Representative Disclosure statement, or supporting documents such as a purchase agreement or listing agreement if your argument relates to a recent sale or the listing of the property.
4. Assume an appraisal is mandatory. While you are not required to have an appraisal of the property to initiate or prosecute the review, providing one can be beneficial if it supports your case.

When it comes to property tax assessment appeals in Indiana, specifically using the State of Indiana 130 Short Form, a handful of myths seem to take root in the minds of many. Dispelling these misconceptions can make the process less daunting and more accessible for property owners. Here's a look at some of those misunderstandings.

• It's too complicated to file an appeal. While the language and the procedure may seem intimidating at first, the State of Indiana 130 Short Form is designed to be straightforward. Clear instructions are provided, and the form itself prompts the petitioner for the necessary information.

• An attorney is needed to appeal. While some may choose to have legal representation, it is not a requirement. Property owners can complete and file the appeal on their own or elect to have a tax representative assist them, which does not necessarily have to be an attorney.

• An appraisal is always required for the appeal. The form and accompanying instructions specify that an appraisal is not mandatory to initiate or prosecute the review. This misconception might prevent some from filing an appeal due to perceived additional costs.

• The appeal can only challenge current year assessments. This form actually allows for the review of assessments for the current and prior years under specific conditions. This flexibility is often overlooked, to the detriment of those who might have a case for appealing previous years' assessments.

• Filing an appeal is bound to increase your assessment. Filing an appeal does indeed carry the risk that the assessment may increase, decrease, or stay the same. However, this doesn’t mean an increase is a foregone conclusion. The purpose of the appeal is to ensure fairness and accuracy in the assessment.

• The form is only for real property appeals. Contrary to what some might think, the State Form 130 can be used for appeals concerning both real and personal property. The specific type of property under appeal simply needs to be clearly indicated on the form.

• The deadline for filing is fixed and inflexible. The actual deadline for filing an appeal can vary, depending on circumstances such as the date of the notice of assessment. Generally, appeals must be filed within 45 days of the notice date, but flexibility exists for certain situations.

• Only the property owner can file the appeal. The form clearly provides the option for an authorized representative to file on behalf of the property owner. This representative could be a tax advisor, a family member, or another authorized individual, provided they have the proper authorization.

• Submitting the form guarantees a hearing. While the goal is to review each appeal, submitting the form starts the process, which may include attempts to resolve the appeal before a hearing. Not all appeals result in a hearing, especially if a resolution is reached beforehand.

Understanding the process and knowing what to expect can greatly demystify the act of appealing a property tax assessment in Indiana. Armed with the correct information, property owners can navigate the appeal process more confidently and effectively.

When dealing with the State of Indiana 130 Short Form, known officially as the Petition for Review of Assessment by Local Assessing Official - Property Tax Assessment Board of Appeals, understanding its purpose and knowing how to properly fill it out is essential. Here are key takeaways to help guide you through the process:

• The State Form 21513 (R6 / 3-08) is designed for taxpayers seeking a review of property assessment decisions made by local assessing officials.
• You must decide on the type of property under appeal - real or personal - and mark it accordingly on the form.
• The form facilitates an appeal for the assessment year indicated under “MARCH 1, ________________,” highlighting the specific year your appeal targets.
• Filing deadlines are critically important: You have forty-five (45) days after receiving notice of the assessment to file your appeal or, for assessments without specific notice, no later than May 10 of the year following the assessment or forty-five (45) days after a statement mail-out by the county auditor, depending on the circumstances.
• Documentation to include in your written notice should comprise the name of the taxpayer, address and parcel or key number of the property, and the taxpayer's contact information.
• A hearing or review by the county board will be scheduled within one hundred eighty (180) days from the notice filing, where you can present your case for re-evaluation of your property assessment.
• Taxpayers are not required to present an appraisal of the property to initiate or prosecute the review, easing the process for challenging assessments.
• The final decision, adopted or original, will be communicated within one hundred twenty (120) days of the hearing, offering a clear timeframe for resolution.

Understanding these components is crucial for effectively navigating the appeals process. Filling out the form accurately and adhering to the respective deadlines ensure that your petition for review is considered within the legal framework provided by the State of Indiana.