Form Pt001 PDF Details

When dealing with property taxes, certain situations may arise where an individual or entity believes they have overpaid or are otherwise entitled to a refund. In Montgomery County, Texas, the process to request such a refund is formalized through the Property Tax Refund Application, known as the PT001 form. Managed by the office of J.R. Moore, Jr., the Montgomery County Tax Assessor-Collector, the form requires applicants to provide comprehensive details to facilitate the refund process. This includes specifying the property owner’s information, the taxpayer details to whom the refund is payable, a legal description of the property in question, and detailed payment information including the amount and reasons for requesting a refund. Additionally, the correct completion and signing of the form certify the truthfulness of the information provided under threat of legal consequences for falsehoods. The application incorporates a section for office use, including the determination of the refund and subsequent steps such as approval signatures and, if necessary, an affidavit for cases where payment documentation cannot be presented. Applicants are also reminded of their legal responsibility to ensure the accuracy of their claims, hinting at the serious implications of fraudulent applications. With space provided for notarization, the form is designed to ensure both thoroughness and accountability in the tax refund process.

QuestionAnswer
Form NameForm Pt001
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesforegoing, assessor, Disapproved, PT001

Form Preview Example

Montgomery County, et al

Property Tax Refund Application

J.R. Moore, Jr.

Montgomery County Tax Assessor-Collector

400 N San Jacinto

Conroe, Texas 77301

Phone 936-539-7809

To Apply For A Tax Refund, The Taxpayer Must Complete The Following:

Step 1: Property Owner’s

Property

 

 

 

 

Account

 

 

Name and Address

Owner(s) Name:

 

 

 

 

Number:

 

 

 

 

 

 

 

 

 

 

 

 

Present Mailing Address (Number and Street)

 

 

 

 

 

 

 

 

 

 

 

 

City, Town or Post Office, State, Zip Code

 

Phone (Area Code and Number)

 

 

 

 

 

 

 

 

 

 

 

Step 2: Taxpayer Name

Taxpayer Name:

 

 

 

 

 

 

 

 

and Address

 

 

 

 

 

 

 

 

 

 

(Refund Payable To)

 

 

 

 

 

 

 

 

 

 

Present Mailing Address (Number and Street)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, Town or Post Office, State, Zip Code

 

Phone (Area Code and Number)

 

 

 

 

 

 

 

 

Step 3: Describe The

Legal Description (or attach copy of the tax bill or tax receipt):

 

 

 

 

Property

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address or location of property:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 4: Give the tax

Tax Year:

 

 

 

Date of

 

 

 

Payment Amount:

payment information

 

 

 

Payment:

 

 

 

 

 

 

 

 

 

 

 

 

(*Supporting Payment

 

 

 

 

 

 

 

 

 

 

Payment

 

 

 

 

 

 

 

Amount of Refund

Documentation Must

 

 

 

Check #:

 

 

 

Method:

 

 

 

 

 

 

Applying For:

Accompany Application. If

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

unable to provide, must

Taxpayer’s Reason for Refund (attach supporting payment documentation)(*):

complete below affidavit.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 5: Sign the form

“I hereby apply for the refund of the above-described taxes and certify that the information I have given on this form is true and

 

correct.”

 

 

 

 

 

 

 

 

 

Sign Here

 

Applicant Signature

 

 

 

 

Date of Application for Tax Refund

 

 

 

 

 

 

 

 

 

 

Print Here

 

Print Applicant Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you make a false statement on this application, you could be found guilty of a Class A misdemeanor or a state jail felony under

Texas Penal Code Section 37.10.

Step 6: Tax Refund

Determination

(For Office Use Only)

The tax refund is Approved

 

Disapproved

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Refund Check #:

 

 

 

 

 

 

Refund Check

 

 

 

 

 

 

 

 

Amount:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sign Here

Deputy Submitting Refund Application For Approval

 

 

Date:

 

 

 

 

 

Sign Here

Accounting Manager or Supervisor Approving Payment

 

 

Date:

 

 

 

 

 

Sign Here

Authorized Officer For Governing Body (if over $2500)

 

 

Date:

 

 

 

 

 

Sign Here

County Auditor Signature (if over $2500)

 

 

Date:

 

 

 

 

 

 

 

 

 

 

 

Affidavit

COUNTY OF _________________________________________, STATE OF ______________________________________

Before me, ______________________________________________, on this day personally appeared __________________________________, known to me or proved to

me to be the person whose name is subscribed to the foregoing instrument and acknowledged to me that he/she executed the same for the purposes and consideration therein expressed. I do hereby affirm that I am the taxpayer (or taxpayer representative) for property tax account # __________________________. A check in the amount

of $______________ was issued to J.R. Moore, Jr. Montgomery County Tax Assessor-Collector with the intent to be credited to account number(s)

________________________________. I do hereby request a refund of above amount. I do not have the original tax receipt for the taxes paid. I hereby agree to

indemnify and hold harmless Montgomery County, Texas and/or Montgomery County Tax Assessor-Collector for any loss that may result to either or both because of any superior claim to this refund.

Printed NameSignature

SUBSCRIBED AND SWORN BEFORE ME this _______ day of, ____________________20________.

Notary Public in and for the State of _____________________________

PT001

Revised 04/2011

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Step 1: Choose the button "Get Form Here" and then click it.

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Jacinto fields to complete

Inside the section I hereby apply for the refund of, Date of Application for Tax Refund, Applicant Signature, Print Here, Print Applicant Name, If you make a false statement on, Step Tax Refund Determination For, The tax refund is Approved, Disapproved, Refund Check, Refund Check Amount, Sign Here, Deputy Submitting Refund, Sign Here, and Accounting Manager or Supervisor write down the particulars the program asks you to do.

stage 2 to finishing Jacinto

You can be asked to provide the information to help the program fill in the section Before me on this day personally, Printed Name SUBSCRIBED AND SWORN, Signature, Notary Public in and for the State, and Revised.

Jacinto Before me  on this day personally, Printed Name SUBSCRIBED AND SWORN, Signature, Notary Public in and for the State, and Revised fields to fill out

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