Enlarge image | PRIVACY NOTICE FORM CF-1 / PP COMPLIANCE WITH STATEMENT OF BENEFITS This form contains confidential information pursuant to PERSONAL PROPERTY IC 6-1.1-35-9 and IC 6-1.1-12.1-5.6. 20___ Pay 20___ State Form 51765 (R7 / 12-22) Prescribed by the Department of Local Government Finance INSTRUCTIONS: 1. Property owners whose Statement of Benefits was approved must file this form with the local designating body to show the extent to which there has been compliance with the Statement of Benefits. (IC 6-1.1-12.1-5.6) 2.This form must be filed with the Form 103-ERA Schedule of Deduction from Assessed Value between January 1 and May 15, unless a filing extension under IC 6-1.1-3.7 has been granted. A person who obtains a filing extension must file between January 1 and the extended due date of each year. 3. With the approval of the designating body, compliance information for multiple projects may be consolidated on one (1) compliance form (CF-1). SECTION 1 TAXPAYER INFORMATION Name of Taxpayer County Address of Taxpayer (number and street, city, state, and ZIP code) DLGF Taxing District Number Name of Contact Person Telephone Number Email Address ( ) SECTION 2 LOCATION AND DESCRIPTION OF PROPERTY Name of Designating Body Resolution Number Estimated State Date (month, day, year) Location of Property Actual Start Date (month, day, year) Description of new manufacturing equipment, new research and development equipment, new information technology equipment, or Estimated Completion Date (month, day, year) new logistical distribution equipment to be acquired. Actual Completion Date (month, day, year) SECTION 3 EMPLOYEES AND SALARIES EMPLOYEES AND SALARIES AS ESTIMATED ON SB-1 ACTUAL Current Number of Employees Salaries Number of Employees Retained Salaries Number of Additional Employees Salaries SECTION 4 COST AND VALUES MANUFACTURING RESEARCH & LOGISTICAL DISTRIBUTION IT EQUIPMENT EQUIPMENT DEVELOPMENT EQUIPMENT EQUIPMENT AS ESTIMATED ON SB-1 COST ASSESSED COST ASSESSED COST ASSESSED COST ASSESSED VALUE VALUE VALUE VALUE Values Before Project $ $ $ $ $ $ $ $ Plus: Values of Proposed Project $ $ $ $ $ $ $ $ Less: Values of Any Property Being Replaced $ $ $ $ $ $ $ $ Net Values Upon Completion of Project $ $ $ $ $ $ $ $ ACTUAL COST ASSESSED COST ASSESSED COST ASSESSED COST ASSESSED VALUE VALUE VALUE VALUE Values Before Project $ $ $ $ $ $ $ $ Plus: Values of Proposed Project $ $ $ $ $ $ $ $ Less: Values of Any Property Being Replaced $ $ $ $ $ $ $ $ Net Values Upon Completion of Project $ $ $ $ $ $ $ $ NOTE: The COST of the property is confidential pursuant to IC 6-1.1-12.1-5.6(c). SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER WASTE CONVERTED AND OTHER BENEFITS AS ESTIMATED ON SB-1 ACTUAL Amount of Solid Waste Converted Amount of Hazardous Waste Converted Other Benefits: SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of Authorized Representative Title Date Signed (month, day, year) Page 1 of 2 |
Enlarge image | OPTIONAL: FOR USE BY A DESIGNATING BODY WHO ELECTS TO REVIEW THE COMPLIANCE WITH STATEMENT OF BENEFITS (FORM CF-1) INSTRUCTIONS: (IC 6-1.1-12.1-5.9) 1. Within forty-five (45) days after receipt of this form, the designating body may determine whether or not the property owner has substantially complied with the Statement of Benefits. 2. If the property owner is found NOT to be in substantial compliance, the designating body shall send the property owner written notice. The notice must include the reasons for the determination, including the date, time ,and place of a hearing to be conducted by the designating body. If a notice is mailed to a property owner, a copy of the written notice will be sent to the county assessor and the county auditor. 3. Based on the information presented at the hearing, the designating body shall determine whether or not the property owner has made areasonable effort to substantially comply with the Statement of Benefits and whether any failure to substantially comply was caused by factors beyond the control of the property owner. 4. If the designating body determines that the property owner hasNOT made areasonable effort to comply, the designating body shall adopt a resolution terminating the deduction. The designating body shall immediately mail a certified copy of the resolution to: (1) the property owner; (2) the county auditor; and (3) the county assessor. We have reviewed the CF-1 and find that: ☐ The property owner IS in substantial compliance ☐ The property owner IS NOT in substantial compliance ☐ Other (specify) _________________________________________________________________________________________________________ Reasons for the Determination (attach additional sheets if necessary) Signature of Authorized Member Date Signed (month, day, year) Attested By Designating Body If the property owner is found not to be in substantial compliance, the property owner shall receive the opportunity for a hearing. The following date and time has been set aside for the purpose of considering compliance. Time of Hearing ☐ AM Date of Hearing (month, day, year) Location of Hearing ☐ PM HEARING RESULTS (to be completed after the hearing) ☐ Approved ☐ Denied (see Instruction 5 above) Reasons for the Determination (attach additional sheets if necessary) Signature of Authorized Member Date Signed (month, day, year) Attested By Designating Body APPEAL RIGHTS [IC 6-1.1-12.1-5.9(e)] A property owner whose deduction is denied by the designating body may appeal the designating body’s decision by filing a complaint in the office of the clerk of the Circuit or Superior Court together with a bond conditioned to pay the costs of the appeal if the appeal is determined against the property owner. Page 2 of 2 |