Form Ptr-2a - Homeowners Verification Of 2002 Property Taxes (Page 2 of 2) in pdf

Form PTR-2A – Instructions

Part II – To Be Completed By Tax Collector

Part I – To Be Completed By Applicant

Social Security Number. If your marital status as of De-

Enter the appropriate amounts for calendar year 2002 as

follows:

cember 31, 2002, was single, you must enter your social

security number in the space provided on Form PTR-2A.

Line 1. Enter the amount of property taxes levied by the

If your marital status as of December 31, 2002, was mar-

municipality before any Senior Citizen’s and Veteran’s

ried, you must report both spouses’ numbers in the order

Deductions are subtracted.

in which the names are listed on the application. If you

were married but living apart from your spouse, and you

Line 2. Enter the total amount of property taxes paid by,

do not have access to or receive support from your

or on behalf of, the homeowner(s). Enter only amounts

actually due and paid for the calendar year.

spouse’s income, you are considered “Single” for pur-

poses of the property tax reimbursement and you should

Line 3. Enter the amount of any Senior Citizen’s Deduc-

enter only your social security number on Form PTR-2A.

tion the homeowner received.

Name and Address. Print or type your name (last name

Line 4. Enter the amount of any Veteran’s Deduction the

first) and complete address of the property for which you

homeowner received.

are claiming the reimbursement in the spaces provided.

Also include your spouse’s name if filing jointly.

Line 5. Add Lines 2, 3, and 4 and enter the total on Line

5. Compare Lines 1 and 5.

Block/Lot/Qualifier. Enter the block and lot number of

• If Line 1 is equal to Line 5, complete the balance of

the principal residence for which you are claiming the re-

imbursement in the spaces provided. Include qualifer if

Form PTR-2A.

applicable. (Only condominiums may have qualifiers as-

• If Line 1 is not equal to Line 5, the applicant is not

signed to them.)

eligible for a property tax reimbursement. Do not

A. Multiple Owners. Check “Yes” only if you own your

complete the balance of Form PTR-2A.

principal residence with someone else (other than

Line 6. If the applicant answered “No” to the questions at

your spouse). For example, you and your sister own

both Line A and Line C, enter the amount of property

the home you live in. If you (and your spouse) are the

taxes from Line 5.

sole owner, check “No.”

If the applicant answered “Yes” at either Line A or Line C,

B. Share (Percentage) of Ownership. If you answered

the amount of property taxes to be entered on Line 6

“Yes” at Line A, enter the share (percentage) of the

must be apportioned. If title to the property is held by the

property that you (and your spouse) owned. For ex-

eligible applicant with others as tenants in common or

ample, if you and your spouse own your principal resi-

joint tenants (except in the case of husband and wife), or

dence equally with your daughter, you and your

if the property consists of more than one dwelling unit,

spouse own one-half of the property and must enter

the applicant is only eligible for the proportionate share of

50% as your share of ownership. The shares of own-

the reimbursement which reflects the percentage of

ership of the property are considered to be held

ownership or the percentage of occupancy.

equally by all owners. If the shares of ownership are

not equal, you must provide documentation as to the

Multiple Owners. If the applicant answered “Yes” at

percentage of ownership.

Part I, Line A, multiply the amount of property taxes

on Line 5 by the percentage of ownership shown at

C. Multi-Unit Properties. Check “Yes” if your principal

Part I, Line B and enter the result on Line 6.

residence consists of more than one dwelling unit.

For example, you own a property which consists of

Multi-Unit Properties. If the applicant answered

four residential units and you occupy one of the units

“Yes” at Part I, Line C, multiply the amount of prop-

as your principal residence. If your principal residence

erty taxes on Line 5 by the percentage of occupancy

consists of only one dwelling unit, check “No.”

shown at Part I, Line D and enter the result on Line 6.

Residents of co-ops and continuing care re-

OTE

If the applicant answered “Yes” to the questions at both

tirement facilities are not considered to be living in

Lines A and C, multiply the amount of property taxes on

multi-unit dwellings and should check “No.”

Line 5 by the percentage of occupancy shown at Part I,

Line D and enter the result on Line 6.

D. Percentage of Occupancy. If you answered “Yes” at

Line C, enter the share (percentage) of the property

Certification. Complete the certification portion of Form

used as your principal residence. For example, if you

PTR-2A. Sign the certification and place the authorization

and your spouse own a duplex and live in one-half of

stamp in the space provided.

the property and your daughter lives in the other half,

you must enter 50% as your share of occupancy.

Form Ptr-2a - Homeowners Verification Of 2002 Property Taxes Page 2

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