Pennsylvania Petition Form PDF Details

In navigating the complexities of fiscal disputes and seeking resolutions within Pennsylvania's tax system, individuals and entities alike find a crucial instrument in the Pennsylvania Petition Form. This form is specifically designed to offer a pathway for appealing decisions made by the Board of Appeals or to request refunds of payments made to any Commonwealth agency, excluding the Department of Revenue, deemed by the petitioner as unjust. Integral to the petition process, the form mandates the inclusion of indispensable details such as the Board of Appeals Docket Number, comprehensive petitioner and representative information, and thorough elucidation of the tax issue at hand among other requirements. The option for electronic or paper submissions caters to convenience but underscores a stringent necessity for meticulousness in satisfying these stipulations—failing which could jeopardize the petition's acceptance or delay its processing. By integrating directives for supporting evidence submission and explicitly laying down procedures for scheduling hearings, the form endeavors to streamline what can be an intricate appeal or refund process. For those who find themselves ensnared in disputes over tax assessments, payments, and other related issues, this form serves as a structured guide to ventilate their grievances, present their arguments, and seek the relief or restitution they believe is rightfully theirs.

QuestionAnswer
Form NamePennsylvania Petition Form
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namespa form board, finance petition, pennsylvania petition to settle small estate, pennsylvania form petition

Form Preview Example

Board of Finance & Revenue

General Instructions

 

 

 

 

 

 

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This Petition Form should be used to petition to the Board of Finance and Revenue for:

•Review of decisions of the Board of Appeals.

•Refund of monies paid to an agency of the Commonwealth, other than the Department of Revenue, to which the Commonwealth is neither rightfully nor equitably entitled.

Any evidence in support of the petition should be submitted with the petition or within 60 days from the date the petition is iled.

Petitioner and the Department of Revenue must provide a copy of each submission provided to the Board to the other party. The preferred method is electronic submission (10MB limit). Submissions may be mailed/emailed to the following:

Board of Finance and Revenue

1101 South Front Street

Suite 400

Harrisburg, PA 17104-2539

Phone: (717) 787-2974

Fax: (717) 783-4499

bfr@patreasury.gov

Department of Revenue

Attn: BFR Matter

Ofice of Chief Counsel

327 Walnut Street, 10th Floor

P.O. Box 281061

Harrisburg, PA 17128-1061

Phone: (717) 346-4638

Fax: (717) 772-1459

RA-RVOCCBFRNOTIF@pa.gov

Note: Petitions of 20 pages or less do not need to be provided to the Department of Revenue.

BFR-003 (04262018)

Board of Finance & Revenue

Speciic Instructions by Section Number

 

 

 

 

 

 

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Each number of the following instructions corresponds to the number of the appropriate section of the petition form. Complete all information applicable to your case.

1.Include the Board of Appeals Docket Number if available.

2.Complete all information. If Petitioner is not an individual, include a contact person.

3.Completed only if Petitioner intends to be represented by another. If so, all correspondence will be sent to the representative.

4.Complete all information, including the tax amount you are appealing. Check one of the two blocks indicating type of petition.

5.Hearings, if requested, are held in Harrisburg and via a video-conference site from Pittsburgh. Notice of the hearing date will be sent to the Petitioner or the Petitioner's representative. The Department of Revenue may attend a hearing and present argument to the Board.

If Petitioner wishes to request a compromise, check the compromise box and complete/ile the

Request for Compromise Form located at www.patreasury.gov/bfrassets/pdf/CompromiseForm.pdf within 30 days of iling the petition.

If the determination of the issue(s) involved in a Petitioner's case would be governed by the decision

of a case pending before a court, the Petitioner may request that its case be continued until the court renders a inal decision. After the court renders a inal decision, the Petitioner's case will be listed for hearing or decided on the record within six months.

6.All petitions must be signed by Petitioner or an authorized representative.

7.Briely list relief requested and basis for relief.

a.The petition must contain a statement of all pertinent facts and/or points of law upon which the Petitioner relies. Calculations showing the proper amount of tax or refund should be supplied.

All evidence in support of the arguments set forth should be submitted with the petition or within 60 days from the date the petition is iled. Late submissions may not be considered by the Board.

b.Explain in detail why the relief requested should be granted. Attach a copy of the notice being appealed (usually the BOA Decision). Petitions for Refund must be accompanied by proof of payment. When appealing sales and use tax, if possible include a copy of the audit, assessment and a REV-39 Appeal Schedule. When appealing personal income tax, include a copy of the PA-40 with schedule(s) for the year(s) at issue.

BFR-003 (04262018)

Board of Finance & Revenue

Petition Form

 

 

 

 

 

 

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1

BOARD OF APPEALS DOCKET NUMBER(S)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DOCKET NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

PETITIONER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME OF PETITIONER

 

 

 

 

 

 

CONTACT PERSON

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

STREET ADDRESS

 

 

 

CITY

 

 

 

 

 

 

 

STATE

 

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TELEPHONE NUMBER

FAX NUMBER

 

 

 

 

EMAIL ADDRESS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

REPRESENTATIVE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME OF REPRESENTATIVE / CONTACT PERSON

 

NAME OF ORGANIZATION / FIRM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

STREET ADDRESS

 

 

 

CITY

 

 

 

 

 

 

 

STATE

 

ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TELEPHONE NUMBER

FAX NUMBER

 

 

 

 

EMAIL ADDRESS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

TAX TYPE AT ISSUE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TAX TYPE

 

 

 

 

 

 

 

 

 

TAX PERIOD START

TAX PERIOD END

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TAXPAYER IDENTIFICATION NUMBER

ASSESSMENT NUMBER

 

 

 

 

 

 

 

 

TAX AMOUNT

 

 

 

 

 

E.G.(SSN, EIN, ACCT. #)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Review of Resettlement / Reassessment Petition

 

 

 

 

 

Review of Refund Petition

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

SCHEDULING

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

HEARING DESIRED.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NO HEARING DESIRED. Please decide on the basis of petition and submission(s).

 

 

 

 

 

 

REQUEST FOR COMPROMISE. See instructions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

THIS CASE IS REQUESTED TO BE HELD PENDING ACTION OF THE COURT ON THE SAME ISSUE(S).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CASE NAME

 

 

 

 

 

COURT CITATION

 

 

 

6SIGNATURES All petitions must be signed by Petitioner or an authorized representative.

AFFIDAVIT

Under penalties prescribed by law, I hereby afirm that this petition has been examined by me and to the best of my

knowledge, information and belief, is true and correct and is not made for the purpose of delay. Also, if this is a petition for

a cash refund, I further afirm that all taxes have been paid to the Commonwealth and there are no outstanding tax liabilities.

Please check one:

PETITIONER

SIGNATURE

 

 

 

 

AUTHORIZED REPRESENTATIVE

 

 

 

 

PRINT NAME

DATE

BFR-003 (04262018)

Board of Finance & Revenue

Petition Form

7A RELIEF REQUESTED:

7B ARGUMENTS:

FOR PAPER SUBMISSION(S):

FOR ELECTRONIC SUBMISSION(S):

Board of Finance and Revenue

Email: bfr@patreasury.gov

1101 South Front Street, Suite 400

Fax: 717.783.4499

Harrisburg, PA 17104-2539

Phone: 717.787.2974

 

BFR-003 (04262018)

 

 

 

 

 

 

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