Enlarge image | Reset Form SALES DISCLOSURE FORM State Form 46021 (R1 4/ 1-23) SDF ID Prescribed by Department of Local Government Finance County Year Unique ID Pursuant to IC 6-1.1-5.5 PRIVACY NOTICE: The telephone numbers and Social Security numbers of the parties on this form are confidential according to IC 6-1.1-5.5-3. Do NOT place personally identifiable information (e.g. consulate numbers, passport numbers; government ID numbers, etc.) on this form as it may become publicly available. NOTE: All questions must be answered to the best of the individual’s ability. If the question does not apply, write “N/A” in the space provided. If the information requested is unknown, leave the space provided blank. Failure to provide a response for the italicized fields shall not result in the rejection of the underlying conveyance document by local officials. INSTRUCTIONS: For additional information on how to complete this form, see the Sales Disclosure Form Instructions. PART 1 – To be completed by BUYER/GRANTEE and SELLER/GRANTOR A. PROPERTY TRANSFERRED – Must be conveyed on a single conveyance document (Additional contiguous properties can be listed on Page 5.) 1. Parcel Number or Tax Check all boxes 5. Complete Address of Property 6. Complete Tax Billing Address (if Identification Number applicable to parcel. different from property address) A.) 2. Split ▢ 3. Land ▢ 4. Improvement ▢ 7. Legal Description of Parcel: B. CONDITIONS – Check only those that apply. If condition 1 applies, filer is subject to disclosure and a disclosure filing fee. YES NO CONDITION YES NO CONDITION 7. Easements or right-of-way grants. (Please ▢ ▢ 1. A transfer of real property interest for valuable ▢ ▢ consideration. note that: (i) public utility/governmental easements; or (ii) rights-of-way that do not 2. Buyer is an adjacent property owner. transfer fee simple; do not require a sales ▢ ▢ disclosure form. See the instructions for more 3. Vacant land (No structures on land) ▢ ▢ information.) 4. Exchange for other real property (“Trade”) ▢ ▢ If conditions 8-10 apply, filers are subject to disclosure, but Parcel Number of traded property: ___________________ not to the disclosure filing fee. 5. Land contract. 8. Document for compulsory transactions as a ▢ ▢ ▢ ▢ result of foreclosure or express threat of Contract term (YYYY-YYYY): _________________ foreclosure, divorce, court order, judgment, Contract date (MM/DD/YYYY): ________________ condemnation, eminent domain, or probate. 9. Documents involving the partition of land ▢ ▢ 6. Partial interest. Describe: ________________________ ▢ ▢ between tenants in common, joint tenants, or ______________________________________________ tenants by entirety. 10. Transfer to a charity, not-for-profit ______________________________________________ ▢ ▢ organization, or governmental entity or agency. C. TRANSACTION DETAILS – Complete only those that apply. YES NO CONDITION YES NO 6. Transaction includes multiple Sales Disclosure Forms? 1. Sheriff Sale or Tax Sale ▢ ▢ ▢ ▢ SDF Form ______ of ______ 2. Short Sale 7. Date conveyance document signed (MM/DD/YYYY): ____________ ▢ ▢ 3. Quitclaim Deed 8. Approximate number of days property was on the market: _______________ ▢ ▢ 4. Auction 9. Total number of parcels on this disclosure: ____________________ ▢ ▢ 5. Other: _________________________________________ (If there is more than one (1) parcel, see Page 5.) ________________________________________________ 10. Select the type(s) of property below and fill out corresponding page(s). ________________________________________________ Check all that apply. ________________________________________________ Residential Agricultural ________________________________________________ ▢ (Complete Page 2, Sec. D-E) ▢ (Complete Page 2, Sec. D-E) ________________________________________________ Commercial Industrial ▢ (Complete Page 2, Sec. F-G) ▢ (Complete Page 2, Sec. F-G) Page 1 |
Enlarge image | RESIDENTIAL OR AGRICULTURAL ROPERTYP D. SALES DATA – Complete only those that apply. ▢ Information contained in question 3 is confidential and non-disclosable under IC § 5-14-3-4 YES NO CONDITION 3. Planned use of the property? 1. Changes to the property between Jan. 1 and sale date? ▢ ▢ Describe: __________________________________ Describe: ______________________________________ __________________________________________ 2. Property is a residential rental property. ▢ ▢ __________________________________________ E. FINANCE DATA – Complete only those that apply. 1. Sales Price: _________________________________________ YES NO CONDITION 2. Personal Property included in transfer. Amount: _____________ 6. Is the seller financing the sale? (If yes, ▢ ▢ answer questions 7-8) 3. Seller paid points/closing costs. Amount: __________________ 7. Is buyer/borrower personally liable for loan? 4. Existence of family or business relationship between the buyer ▢ ▢ and the seller. Amount of discount (if any): $ __________________ 8. Is this a mortgage loan? ▢ ▢ 5. Describe any less-than-complete ownership interest and terms 9. Was an appraisal done? of seller financing. _______________________________________ ▢ ▢ COMMERCIAL OR INDUSTRIAL PROPERTY F. SALES DATA – Complete only those that apply. ▢ Information contained in question 3 is confidential and non-disclosable under IC § 5-14-3-4. YES NO CONDITION 3. Planned use of the property? 1. Changes to the property between Jan. 1 and sale date? ▢ ▢ Describe: __________________________________ Describe: ______________________________________ __________________________________________ 2. Property is a residential rental property. ▢ ▢ __________________________________________ G. FINANCE DATA – Complete only those that apply. ▢ Information contained in questions 2-13 is confidential and non-disclosable under IC § 5-14-3-4 and IC § 6-1.1-35-9 1. Sales price. Amount: _________________________________ 9. How was the sale financed? (Check any that apply.) Check only those conditions that apply. All Cash Seller Financing Construction Loan ▢ ▢ ▢ YES NO CONDITION Mortgage Loan Sale Leaseback Small Business Loan ▢ ▢ ▢ ▢ ▢ 2. Sale price included an existing business? 10. How was property marketed? Word of mouth ▢ List with broker For sale sign Buyer approached ▢ ▢ 3. Sale price included a liquor license? ▢ ▢ ▢ ▢ ▢ 4. Transaction was part of a portfolio sale? 11. Special Circumstances? (Check any that apply.) ▢ ▢ 5. Any part of the property was leased at time of sale? Sale between same Sale in lieu of Sold at 6. Sale included property receiving an abatement? ▢ business entity ▢ foreclosure ▢ auction ▢ ▢ ▢ ▢ 7. Appraisal was completed for the sale? Trade of equipment Sale of partial Appraisal Value $ ___________________________ ▢ or services ▢ interest 8. Sale included property in a Tax Increment Finance 12. Value of personal property included: $ _______________ ▢ ▢ (TIF) District? 13. Value of intangible personal property included: $__________ RELIGIOUS USE ROPERTY P AX TXEMPTIONE Is the property being transferred going to continue to be used by a church or religious society YES NO for the same property tax exempt purposes provided by IC 6-1.1-10-21(e)? ▢ ▢ Page 2 |
Enlarge image | H. PREPARER Preparer of the Sales Disclosure Form Title Company Email Address Telephone Number ( ) Address (number and street, city, state, country, and ZIP Code) I. SELLER S( )/GRANTOR S( ) Seller 1 – Name as it appears on conveyance document Seller 2 – Name as appears on conveyance document Address (number and street) Address (number and street) City, State, and ZIP Code City, State, and ZIP Code Country Country Email Address Telephone Number Email Address Telephone Number ( ) ( ) Under penalties of perjury, I hereby certify this Sales Disclosure, to the best of my knowledge and belief, is true, correct, and complete as required by law, and is prepared in accordance with IC 6-1.1-5.5. A person who knowingly and intentionally falsifies the value of transferred real property, or omits or falsifies any information required to be provided, commits a Level 5 felony. Signature of Seller Signature of Seller Printed Name of Seller Date Signed (mm/dd/yyyy) Printed Name of Seller Date Signed (mm/dd/yyyy) J. BUYER(S)/G RANTEE(S) – A PPLICATION FOR PROPERTY AX T EDUCTIONSD – IDENTIFY ALL THAT APPLY Buyer 1 – Name as it appears on conveyance document Buyer 2 – Name as it appears on conveyance document Address (number and street) Address (number and street) City, State, and ZIP Code City, State, and ZIP Code Country Country Email Address Telephone Number Email Address Telephone Number ( ) ( ) Pursuant to IC 6-1.1-12-44, the Sales Disclosure Form may be used to apply for certain deductions. Identify all of those that apply: YES NO CONDITION YES NO CONDITION 1. Will this property be the buyer’s primary 3. Homestead ▢ ▢ ▢ ▢ residence? 4. Solar Energy Heating or Cooling System ▢ ▢ 5. Wind Power Device 2. Does the buyer have a homestead to be vacated ▢ ▢ ▢ ▢ for this residence? If yes, provide address: 6. Hydroelectric Power Device ▢ ▢ Address (number and street) 7. Geothermal Energy Heating or Cooling Device ▢ ▢ City, State, and ZIP Code County Under penalties of perjury, I hereby certify that this Sales Disclosure, to the best of my knowledge and belief, is true, correct, and complete as required by law, and is prepared in accordance with IC 6-1.1-5.5. A person who knowingly and intentionally falsifies the value of transferred real property, or omits or falsifies any information required to be provided, commits a Level 5 felony. (Note: Both spouse’s information, SSN/Driver’s License/ID/Other Number is necessary only if a Homestead Deduction is being filed.) Signature of Buyer 1 Signature of Buyer 2/Spouse Printed Legal Name of Buyer 1 Sign Date (MM/DD/YY) Printed Legal Name of Buyer 2/Spouse Sign Date (MM/DD/YY) Last 5 Digits of Buyer 1 SSN/Driver’s License/ID/Other Number Last 5 Digits of Buyer 2/Spouse SSN/Driver’s License/ID/Other Number Page 3 |
Enlarge image | PART 2 – COUNTY ASSESSOR The county assessor must verify and complete items 1 through 14 and stamp the sales disclosure form before sending it to the auditor: 1. Property (Parcel Number) 2. AV of Land 3. AV of Improvement 4. Value of Depreciable Personal Property A.) 5. AV Total 6. Property Class Code 7. Neighborhood Code 8. Tax District 9. Acreage A.) 10. Identify physical changes to YES NO CONDITION Assessor Stamp property between the assessment date 11. Is form completed? and the date of sale: ▢ ▢ 12. State sales disclosure _______________________________ ▢ ▢ fee required? _______________________________ 13.Date of Sale (mm/dd/yyyy): _______________________________ __________________________________ _______________________________ _______________________________ 14.Date Form eceivedR (mm/dd/yyyy): _______________________________ __________________________________ Items 15 through 18 are to be completed by the assessor when validating this sale: 15. If applicable, identify any additional special circumstances relating to validation of sale: YES NO CONDITION ________________________________________________________________________ ▢ ▢ 16. Sale valid for trending? 17. Validation of sale ________________________________________________________________________ ▢ ▢ complete? ________________________________________________________________________ 18. Validated by: ________________________________________________________________________ ____________________________________ ________________________________________________________________________ PART 3 – COUNTY AUDITOR 1.State Sales Disclosure Fee mount A ollectedC : $ __________ YES NO CONDITION Auditor Stamp 6. Is form completed? ▢ ▢ 2.Other Local Fee: $ ________________________________ 7. Is state sales disclosure ▢ ▢ fee collected? 3.Total Fee Collected : $ _____________________________ 8. Attachments complete? ▢ ▢ 4.Auditor Receipt Book umberN : _______________________ 5.Date of Transfer (mm/dd/yyyy): ______________________ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - PART 4 – RECEIPT FOR STATEMENT OF DEDUCTION OF ASSESSED VALUATION SDF ID SDF Date (mm/dd/yyyy) Buyer 1 – Name as appears on conveyance document Parcel Number Address of Property (number and street) City, State, and ZIP Code of ropertyP Check those deductions for which the individual has applied: Homestead Solar Energy Wind Power Auditor Signature Date (mm/dd/yyyy) ▢ ▢ ▢ Hydroelectric Geothermal ▢ ▢ A person who knowingly and intentionally falsifies value of transferred real property, or omits or falsifies any information required to be provided in the sales disclosure form, commits a Level 5 felony. Page 4 |
Enlarge image | SALES DISCLOSURE PART 1(A) State Form 55632 (R / 1-21) SDF ID PRIVACY NOTICE: The telephone numbers and Social Security numbers County Year Unique ID of the parties on this form are confidential according to IC 6-1.1-5.5-3. Do NOT place personally identifiable information (e.g. consulate numbers, passport numbers; government ID numbers, etc.) on this form as it may become publicly available. PART 1 – To be completed by BUYER/GRANTEE and SELLER/GRANTOR A. PROPERTY TRANSFERRED – Must be conveyed on a single conveyance document. (Multiple parcels can be listed on this form and attached to State Form 46021 only if they are contiguous and located entirely within a single taxing district.) 1. Parcel Number or Tax Check all boxes 5. Complete Address of Property 6. Complete Tax Billing Address (if Identification Number applicable to parcel. different from property address) B.) 2. Split ▢ 3. Land ▢ 4. Improvement ▢ 7. Legal Description of Parcel B: C.) 2. Split ▢ 3. Land ▢ 4. Improvement ▢ 7. Legal Description of Parcel C: D.) 2. Split ▢ 3. Land ▢ 4. Improvement ▢ 7. Legal Description of Parcel D: E.) 2. Split ▢ 3. Land ▢ 4. Improvement ▢ 7. Legal Description of Parcel E: F.) 2. Split ▢ 3. Land ▢ 4. Improvement ▢ 7. Legal Description of Parcel F: G.) 2. Split ▢ 3. Land ▢ 4. Improvement ▢ 7. Legal Description of Parcel G: H.) 2. Split ▢ 3. Land ▢ 4. Improvement ▢ 7. Legal Description of Parcel H: Page 5 |