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Form PTR-2A – Instructions
Part I – To Be Completed by Applicant four-unit property. The units are equal in size, and one
Social Security Number. If your marital/civil union status of the units was your principal residence. You occupied
as of De cember 31, 2019, was single, enter only your Social one-fourth (25%) of the property as your principal resi-
Security number in the space provided on Form PTR-2A. If dence.Enter25% as your share of occupancy.
your status as of December 31, 2019, was married/CU cou-
ple, you must report both applicants’ numbers in the order Part II – To Be Completed by Tax Collector
in which the names are listed on the application. If you were EntertheappropriateamountsforCalendar Year2019as
married or in a civil union but living apart from your spouse/ follows:
CU partner, and you did not have access to or receive sup-
portfromtheirincome,youareconsidered“Single”forpur - Line 1.Entertheassessedvalueoftheproperty.Ifthe
poses of the Property Tax Reimbursement. You should enter assessedvaluechangedforthetaxyear,usethefinal
only your Social Security number on Form PTR-2A. assessed value.
Name and Address. Print or type your name (last name Line 2. Enterthetaxrate.Includefireandotherspecialtax
first)andcompleteaddressofthepropertyforwhichyouare rates.
claiming the reimbursement in the spaces provided. Also
includeyourspouse’s/CUpartner’snameiffilingjointly. Line 3. Multiply the assessed value on line 1 by the tax
rate on line 2 and enter the result on line 3. This is the total
Block/Lot/Qualifier.Entertheblockandlotnumbersof amount of taxes due before any deductions and/or credits
the principal residence for which you are claiming the are subtracted (e.g., senior citizen’s deduction, Homestead
reimbursementinthespacesprovided.Includequalifier Benefitcredit).
ifapplicable.(Onlycondominiumsmayhavequalifiers
assigned to them.) Line 4.EntertheamountofanyRegionalEfficiency Aid
Program(REAP)creditthehomeowner(s)received.
A. Multiple Owners.Check“Yes”ifyouownedthe
property that was your principal residence with someone Line 5.Iftheapplicantanswered“No”tothequestionsat
who was not your spouse/CU partner — even if the both line A and line C, enter the amount of property taxes
other owner(s) did not live there. For example, you and from line 3.
your sister owned the home you lived in. If you (and
your spouse/CU partner) were the sole owner(s), check Iftheapplicantanswered“Yes”ateitherline AorlineC,you
“No.” must apportion the amount of property taxes to be entered
on line 5. If title to the property is held by the eligible
B. Percentage of Ownership.Ifyouanswered“Yes”at applicant with others as tenants in common or joint tenants
line A, enter the share (percentage) of the property that (except in the case of husband and wife or CU partners),
you (and your spouse/CU partner) owned. For exam- or if the property consists of more than one unit, the
ple, you and your spouse owned a home with your applicant is only eligible for the proportionate share of the
sister. Your sister did not live with you, and you and reimbursementthatreflectsthepercentageofownershipor
your spouse paid all the property taxes. You must enter the percentage of occupancy.
50% as your share of ownership because you and your
spouse owned only one-half (50%) of the property. The Multiple Owners.Iftheapplicantanswered“Yes”at
shares of ownership of the property are considered to be Part I, line A, multiply the amount of property taxes on
held equally by all owners. If the shares of ownership are line 3 by the percentage of ownership shown at Part I,
not equal, you must provide documentation as to the per- line B, and enter the result on line 5.
centage of ownership.
Multi-Unit Properties. If the applicant answered
C. Multi-Unit Properties. Check“Yes”ifyourprincipal “Yes”atPartI,lineC,multiplytheamountofproperty
residence was a unit in a multi-unit property that you taxes on line 3 by the percentage of occupancy
owned. For example, you owned a property consisting shown at Part I, line D, and enter the result on line 5.
of four residential units and you occupied one of the
units as your principal residence. If the property is not a Iftheapplicantanswered“Yes”tothequestionsatboth
multi-unitproperty,check“No.” lines A and C, multiply the amount of property taxes on line
3 by the percentage of occupancy shown at Part I, line D,
Note: Residents of condominium complexes, co- and enter the result on line 5.
ops, and continuing care retirement facilities are not
considered to be living in multi-unit properties and Certification.CompletethecertificationportionofForm
shouldcheck“No.” PTR-2A.Signanddatethecertificationandplacethe
authorization stamp in the space provided. (Use blue or
D. Percentage of Occupancy. Ifyouanswered“Yes”at black ink.)
line C, enter the share (percentage) of the property used
as your principal residence. For example, you owned a
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