Veterans_Bobbitt (2) ,„ APPLICATION FOR TAX DEDUCTION FOR DISABLED VETERANS
S -
n 't AND SURVIVING SPOUSES OF CERTAIN VETERANS
r State Form 12662(R16 I 1-17)
,„ Prescribed by the Department of Local Government Finance
INSTRUCTIONS: Please check appropriate box(es)pertaining to tax deduction.(More than one(1)box may be checked;however,a surviving spouse who
receives a deduction under Section Ill may not receive a deduction under Section II.)
FILING DATES: .
REAL PROPERTY: FORM MUST BE COMPLETED AND SIGNED BY DECEMBER 31 AND FILED OR POSTMARKED BY THE FOLLOWING JANUARY 5.
MOBILE HOMES(IC 6-1.1-7)OR MANUFACTURED HOMES NOT ASSESSED AS REAL PROPERTY:DURING THE TWELVE(12)MONTHS BEFORE
MARCH 31 OF EACH YEAR FOR WHICH THE INDIVIDUAL WISHES TO OBTAIN THE DEDUCTION. p 1 '�,
FILE WITH THE COUNTY AUDITOR OF THE COUNTY WHERE THE PROPERTY IS LOCATED. Ig�I-S, Iy1�1 � n
❑ I Totally disabled veteran(or veteran at least age 62 with at least 10%disability)or surviving spouse-AU to exceed'$'1248d ��N
Complete sections I,V and VI. (IC 6-1.1-12-14)JN II Partially service-connected disabled veteran or surviving spouse-Not to exceed S24,960 DEC 1 0 2018
Complete sections II,V and VI. (IC 6-1.1-12-13)
❑ III Surviving spouse of World War I Veteran-Not to exceed$18,720p
Complete sections III,V.and VI. (IC 6-1.1-12-16) 111t -T JJJ(((ttt{{{rrr,,,(.
❑ IV Deduction for homestead donated to veteran GIBBON COUNTY AUDITOR
Complete Sections IV,V,and VI. (IC 6-1.1-12-14.5)
MIIIIIIIIIII
Name of applicant(Lust,rtutldle,lest)�1 r n o b 1•
Address(number and street,city,state,and ZIP code) County
\ SU InApplicant (❑ does does not) own property with another individual(s)besides spouse and/or another veteran.
ID
This application is made fur the purpose of obtaining$ 11 et b U . deduction from the assessed valuation of the following described taxable
r
property for the year 20 L,> . (If applicant desires that deduction be split among additional properties,list those properties on additional sheet and attach
it to this application)
Taxing District city,to- ,t•en ip) s gie property in question: Parcel or Key number
a •
I Al Real Property ❑ Mobile Home(IC 6-1.1-7) �6 -1L{ -k.8'k''U S-coo .017- Yfl
.•._._ .SECTION•I'--TOTAL DISABILITY OR AT-LEASTAGE.62.WITH•AT-LEAST-.10%DISABILITY..---..-:..._: .._i- -
A❑ Applicant was a member of the U.S.Armed Forces for at least ninety(90)days(not necessarily during war time).
B.❑ Applicant was honorably discharged.
C.❑ Applicant is: ❑ Totally disabled;or
❑ At least age 62 with at least 10%diisabilty
D.❑ Applicant's disability is evidenced by. ❑Certificate of eligibility from the Indiana Department of Veterans Affairs;
❑Pension certificate;
❑Award of compensation from Veterans Administration or Department of Defense;or
❑Veterans Administration Form 20-5455'Tax Abatement Certificate'
E.❑ The assessed value of the applicant's Indiana real property,Indiana mobile home not assessed as real property,and Indiana manufactured home not
assessed as real property does not exceed$175,000. Deductions claimed$ . •
F. ❑ Applicant is the surviving spouse of an individual who would have qualified for the deduction under this section when he or she was alive.
(Age of deceased veteran on date of death )
3
'-" _' T ` - ' ' "'- SECTION II = PARTIALDISABILITY '
.licant was a member of the U.S:Aimed Forces during any of its wars.
:cant was honorably discharged.
C. Applicant has a service connected disability of a ast 10%
.❑ Applicants disability is evidenced by: Certificate of eligibility from the Indiana Department of Veterans Affairs;
❑ Pension certificate;
❑ Award of compensation from Veterans Administration or Department of Defense;or
❑ Veterans Administration Form 20-5455'Tax Abatement Certificate' e'
E.❑ Applicant is the surviving spouse of an individual who would have qualified for the deduction under this section when he or she was alive.
(Age of deceased veteran on date of death )
_. ._ ._„ _ SECTION.111..-.SURVIVING SPOUSE OEA WORLD WAR,1--: ._.._-_."--- ' ._ -_,� ;
A.❑ Applicant is the surviving spouse of an individual who served in the U.S.Armed Forces before November 12, 1918.
B.❑ The service of the deceased spouse is evidenced by: ❑ Letter from the Veterans Administration or the Department of Defense;or
❑ Honorable discharge documents
C.❑ The deceased spouse received an honorable discharge.
A person may not claim this deduction in conjunction with the partially disabled veteran deduction.
' .. • SECTIONS IV,1,,AND,VI ARE,ON REVERSE SIDE
Page 1 of 2
- _ _, =- - � SECTION IV DEDUCTION.FOR HOMESTEADDONATED TO VETERAN
1. Applicant served in the military or naval forces of the United States for at least ninety(90)days;
2. Applicant received an honorable discharge;
3. Applicant has a disability of at least 50%; •
4. Applicant's disability is evidenced by
A. a pension certificate or an award of compensation issued by the United States Department of Veterans Affairs;or
B. a certificate of eligibility issued to the individual by the Indiana Department of Veterans'Affairs('IDVA')after IDVA has determined that the
individual's disability qualifies the individual to receive a deduction under this new statue;and
5. Applicant's homestead was conveyed without charge to the applicant who is the owner of the homestead by an organization that is exempt from
income taxation under the federal Internal Revenue Code.
The amount of the deduction is determined as follows:
1. If the applicant is totally disabled,the deduction is equal to 100%of the assessed value of the homestead.
2. If the applicant has a disability of at least 90%but the individual is not totally disabled,the deduction is equal to 90%of the assessed value of the
homestead.
3. If the applicant has a disability of at least 80%but less than 90%,the deduction is equal to 80%of the assessed value of the homestead.
4. If the applicant has a disability of at least 70%but less than 80%,the deduction is equal to 70%of the assessed value of the homestead.
5. If the applicant has a disability of at least 60%but less than 70%,the deduction is equal to 60%of the assessed value of the homestead.
6. If the applicant has a disability of at least 50%but less than 60%,the deduction is equal to 50%of the assessed value of the homestead.
A veteran who claims this deduction for an assessment date may not also claim a partially disabled veteran deduction or totally disabled veteran
deduction under IC 6-1.1-12-13 or 14,respectively,for that same assessment date. Moreover,an unused portion of this deduction may NOT be
applied to excise taxes(See the Veteran Dedu ion Worksheet portion of this form.).
SECTION V .-ADDITIONAGNFORMATION
A_❑ Applicant owns the property on which the•-d r lion is claimed or is buying it under contract that provides that the applicant is to pay the property -L
taxes,which contract,or a memorandum of the contract,is recorded in the County Recorder's office.
Record number page - (Note that a person applying for a deduction under Section IV must own the property.)
B.❑ Applicant has applied or intends to apply for one or more of these deductions on other property in this county or in another county. •
❑ Yes No Amount$
County Taxing district -- D
Second county Taxing district
DEC i t ?n1R
:s: SECTION VI `;APPLICATION VERIRCATION:AND AUDITOR.SIGNATURE
I certify that this application was filed'la my office..A�
I certify that the information provided in this application is true and Date tiled(month,day,year) �' �{'}/,,,
correct.The intentional inclusion of false information on this form is I PL s4'I M41' Y AUAUDITOR
s �a criminal violation under IC 6-1.1-37-3 or 4. Signature of county auditor y i
iiiSig appli •r 'r-.enta i., im. Name of county auditor(typedor written)
VETERAN;OEDUCTIONWORKSH EEC; —..,;s,-R.. .-
20 20 20
1. Total disability(512,480)
2. Partial disability($24,960)
3. WWI surviving spouse($18,720)(Cannot be claimed in conjunction
with the totally disabled veteran deduction.)
4. Homestead donated to veteran(Can be applied only to homestead
applicant owns;cannot be claimed in conjunction with partial disability
or total disability deductions.)
5. Total deduction available(add lines 1, 2,3,and 4)
6. Amount applied to real estate key number
7. Amount applied to personal property duplicate number
8. Amount applied to mobile home duplicate number
9. Total deduction applied to taxable property(add lines 6, 7,and 8)
10. Deduction available for excise*(subtract line 9 from line 5)
11. Excise credit
'May be used as an excise tax credit on either the Motor Vehicle Tax(IC 6-6-5-5)or Aircraft License Excise Tax(IC 6-6-6.5-13).For motor
vehicles,the unused portion of the veteran deduction reduces the annual excise tax in the amount of two dollars($2.00)on each one
hundred dollars($100.00)of taxable value or major portion thereof.
For aircraft,the credit equals the amount of the unused portion of the veteran deduction multiplied by 0.07.
However, unused portion of deduction for donated homestead may not be applied toward excise taxes.
For more information,see IC 6-6-5-5 and IC 6-6-6.5-13.
•
•
trke„
i: ... O
i DEPARTMENT OF VETERANS AFFAIRS
z 810 Vermont Ave NW
+,�`�..w', Washington, D.C. 20420
December 10, 2018
Cherish Annette Bobbitt In Reply Refer to:
130 S Gibson St
Oakland City, IN 47660 27/eBenefits
Dear Ms. Bobbitt:
This letter is a summary of benefits you currently receive from the Department of Veterans Affairs(VA).We are
providing this letter to disabled Veterans to use in applying for benefits such as state or local property or vehicle tax
relief, civil service preference, to obtain housing entitlements, free or reduced state park annual memberships, or
any other program or entitlement in which verification of VA benefits is required. Please safeguard this important
document. This letter is considered an official record of your VA entitlement.
Our records contain the following information:
. Personal Claim Information"' .
Your VA claim number is: xxx-xx-1624
You are the Veteran.
•
Military Information' , _'
Your most recent,verified periods of service(up to three) include:
Branch of Service • _ . Character of Service ' -Entered Active,Duty ,;Released/Discharged
Army • . Honorable, . August 20, 1991' -,December 18, 1992
(There may be additional periods of service not listed above.) . r ". -
r
VA Benefit Information
You have one or more service-connected disabilities: -
You are considered to be totally and permanently.disableddue solely to your No
service-connected disabilities:
You should contact your state or local office of Veterans'affairs for information on any tax, license, or fee-related
benefits for which you may be eligible. State offices of Veterans'affairs are available at
htte://www.va.gov/statedva.htm.
How You Can Contact Us
• If you need general information about benefits and eligibility, please visit us at https://www.ebenefits.va.gov or
http://www.va.gov.
• Call us at 1-800-827-1000. If you use a Telecommunications Device for the Deaf(TDD),the number is 1-800-
829-4833.
• Ask a question on the Internet at https://iris.custhelo.va.gov.
Sincerely,
M. Frueh
Executive Director
Benefits Assistance Service
•
•
y _
':,
N •` .
ti ,
.,