Form AB-30P "Personal Property Tax Exemption Application" - Montana

What Is Form AB-30P?

This is a legal form that was released by the Montana Department of Revenue - a government authority operating within Montana. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on December 1, 2013;
  • The latest edition provided by the Montana Department of Revenue;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form AB-30P by clicking the link below or browse more documents and templates provided by the Montana Department of Revenue.

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Download Form AB-30P "Personal Property Tax Exemption Application" - Montana

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CLEAR FORM
Geocode _____________________________________________
Assessment Code ______________________________________
Personal Property Tax Exemption Application
15-6-201, MCA
This form must be submitted by March 1 of the current tax year or within 30 days of acquisition of the property in order to
be considered for that tax year. Any person, firm, corporation, partnership, association, or other group seeking to qualify property as
tax exempt, must apply to the Department of Revenue. This form must be submitted to the Local Department of Revenue Office. See
instructions on reverse side to complete this form.
Applicant Section.
Please complete this form to the first signature line only and return to Local Department of Revenue Office.
Applicant Name __________________________________________________________________Date ________________________
Mailing Address __________________________________________________________________Phone ______________________
County in Which Property is Located _____________________________________________________________________________
City ______________________________________________ State ________________________Zip _________________________
Property Address _____________________________________________________________________________________________
Personal Property Description (i.e., vehicle make and model, furniture and fixtures, etc.) _____________________________________
___________________________________________________________________________________________________________
Type of Property Exemption Claimed (Check one or more.)
Religious
Low-Income Housing (15-6-221)
Tribal Government – See Instructions
Charitable
Government (Describe)
______________________________
Educational
___________________________
Other – See Instructions
Non-Profit Healthcare
Veteran’s Clubhouse
______________________________
Developmentally Disabled
Required Supporting Documents (Photocopies are acceptable.)
● Articles of Incorporation (if incorporated)
● Constitution and By-Laws (if not incorporated)
● Federal Internal Revenue Service Tax Exempt Status Letter (i.e., a copy of 501(c)3 letter; if unavailable, please explain why.)
_____________________________________________________________________________________________________
● Healthcare Facility – License from the Department of Health
● Title, registration slip, application for Title or Bill of Sale for motor vehicles, which evidences ownership
● Signed lease agreement if personal property is being leased
● Education – Copy of attendance policy and proof of a definable curriculum with systematic instruction
● A letter explaining how the organization is specifically using the personal property (i.e., making copies of student records (copier),
transporting clients (vehicles), dispensing patient medication, etc.)
● A photograph of the property (omit if furniture and fixtures)
Signature __________________________________________ Title ________________________________ Date ________________
Local Department of Revenue Section.
Complete and send to P.O. Box 8018, Helena MT 59604-8018.
Date application received in local DOR office _______________________________________________________________________
Did applicant own the property on the assessment date of current tax year? If not, what date was ownership assumed?
___________________________________________________________________________________________________________
If granted, this exemption will be effective the ___________________ tax year.
Does property appear to be used exclusively as applicant claims? ______________________________________________________
Comments __________________________________________________________________________________________________
Value of property for exemption? _________________________________________________________________________________
Signature __________________________________________ Title ________________________________ Date ________________
Property Assessment Division – Helena Central Section.
Date Received _________________________________________ Application Number Assigned _____________________________
Signature __________________________________________ Title ________________________________ Date ________________
AB-30P (Rev 12 13)
CLEAR FORM
Geocode _____________________________________________
Assessment Code ______________________________________
Personal Property Tax Exemption Application
15-6-201, MCA
This form must be submitted by March 1 of the current tax year or within 30 days of acquisition of the property in order to
be considered for that tax year. Any person, firm, corporation, partnership, association, or other group seeking to qualify property as
tax exempt, must apply to the Department of Revenue. This form must be submitted to the Local Department of Revenue Office. See
instructions on reverse side to complete this form.
Applicant Section.
Please complete this form to the first signature line only and return to Local Department of Revenue Office.
Applicant Name __________________________________________________________________Date ________________________
Mailing Address __________________________________________________________________Phone ______________________
County in Which Property is Located _____________________________________________________________________________
City ______________________________________________ State ________________________Zip _________________________
Property Address _____________________________________________________________________________________________
Personal Property Description (i.e., vehicle make and model, furniture and fixtures, etc.) _____________________________________
___________________________________________________________________________________________________________
Type of Property Exemption Claimed (Check one or more.)
Religious
Low-Income Housing (15-6-221)
Tribal Government – See Instructions
Charitable
Government (Describe)
______________________________
Educational
___________________________
Other – See Instructions
Non-Profit Healthcare
Veteran’s Clubhouse
______________________________
Developmentally Disabled
Required Supporting Documents (Photocopies are acceptable.)
● Articles of Incorporation (if incorporated)
● Constitution and By-Laws (if not incorporated)
● Federal Internal Revenue Service Tax Exempt Status Letter (i.e., a copy of 501(c)3 letter; if unavailable, please explain why.)
_____________________________________________________________________________________________________
● Healthcare Facility – License from the Department of Health
● Title, registration slip, application for Title or Bill of Sale for motor vehicles, which evidences ownership
● Signed lease agreement if personal property is being leased
● Education – Copy of attendance policy and proof of a definable curriculum with systematic instruction
● A letter explaining how the organization is specifically using the personal property (i.e., making copies of student records (copier),
transporting clients (vehicles), dispensing patient medication, etc.)
● A photograph of the property (omit if furniture and fixtures)
Signature __________________________________________ Title ________________________________ Date ________________
Local Department of Revenue Section.
Complete and send to P.O. Box 8018, Helena MT 59604-8018.
Date application received in local DOR office _______________________________________________________________________
Did applicant own the property on the assessment date of current tax year? If not, what date was ownership assumed?
___________________________________________________________________________________________________________
If granted, this exemption will be effective the ___________________ tax year.
Does property appear to be used exclusively as applicant claims? ______________________________________________________
Comments __________________________________________________________________________________________________
Value of property for exemption? _________________________________________________________________________________
Signature __________________________________________ Title ________________________________ Date ________________
Property Assessment Division – Helena Central Section.
Date Received _________________________________________ Application Number Assigned _____________________________
Signature __________________________________________ Title ________________________________ Date ________________
AB-30P (Rev 12 13)
Instructions
Purpose
Montana taxpayers have every right to expect that a decision to release a given property from tax obligation is reached only after
careful consideration of all reasonably obtainable relevant facts. This form is used to collect statements and supporting documents to
enable the Property Assessment Division to determine eligibility for tax exemptions. The application is organized into three sections:
.
Applicant, Local Department of Revenue Office and Property Assessment Division – Helena Central
General
► Incomplete applications are returned to the previous step unprocessed.
► Please print or type.
► Attach additional documentation if needed.
► Refer questions to Property Assessment Division, P.O. Box 8018, Helena MT 59604. You may call us at (406) 444-6900, or
406-444-5698 to speak to the Exemption Management Analyst.
► Upon completion of processing, all parties will be notified by letter of the results.
► Please retain a copy of this application for your records until a decision letter has been issued.
Applicant Section
Lengthy legal descriptions may be photocopied and attached.
If the type Other is checked, please enter one of the following types of exemptions on the line provided.
● Non-Profit Nursing Home
● Zoo
● Cemetery
● Museum
● Public Art Gallery
● Health Care Clinic
● Public Observatory
● Provides Potable Water
● Fraternal Organization
● Tribal (Cemetery)
● Community Services Building
● Tribal (Parks/Recreational Facility)
● International Competition
● Tribal (Religious)
● Non-Profit Retirement Home
● Tribal (Education)
● Non-Profit Mental Health Center
If Tribal Government is checked, please enter one of the following essential governmental services on the line provided.
● Tribal Government Administration
● Sewer
● Fire
● Water
● Police
● Pollution Control
● Public Health
● Public Transit
● Education
● Public Parks
● Recreation
● Recreational Facilities
Local Department of Revenue Office Section. (To be completed by PVS, area manager, or regional manager)
► Be sure to include the tax year you expect to remove the property from your assessment roll, if granted. Use the earliest year for
which eligibility would exist without having to change a finalized roll. A finalized roll can be changed only if it is demonstrated that
some DOR action or inaction has resulted in unfair penalty to the applicant.
► If you have other information or comments, be sure they are included at this time.
► Please estimate a value of the property on the exemption request.
► Be sure to stamp the date the application was received on the application itself. You may also date stamp the supporting
documents, but the application itself must be date stamped.
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