Get Illinois Ptax 203 A Form

Get Illinois Ptax 203 A Form

The Illinois PTAX-203 A form is a supplemental document required for non-residential real estate transactions where the sale price exceeds $1 million. This form must be filed alongside the PTAX-203, Illinois Real Estate Transfer Declaration, at the County Recorder’s office. It is crucial to complete this form accurately to ensure compliance with state regulations.

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The Illinois PTAX-203 A form, also known as the Real Estate Transfer Declaration Supplemental Form A, is a critical document for non-residential property transactions where the sale price exceeds $1 million. This form must be filed alongside the PTAX-203 and the original deed or trust document at the County Recorder’s office in the relevant county. It is specifically designed for properties categorized as apartment buildings with over six units, offices, retail establishments, commercial buildings, or industrial buildings. To complete the form, sellers and buyers must provide detailed information about the property, including its address, parcel identification number, and sale duration. Additionally, the form requires answers to questions regarding the occupancy status of the property at the time of sale and any financing arrangements that may have influenced the sale price. By signing the PTAX-203 A, both parties affirm the accuracy of the information provided, recognizing the legal implications of any false statements. Understanding this form is essential for ensuring compliance with Illinois real estate regulations and facilitating a smooth transaction process.

Document Breakdown

Fact Name Details
Form Purpose The PTAX-203-A is a supplemental form for the Illinois Real Estate Transfer Declaration, specifically for non-residential properties sold for over $1 million.
Filing Requirements This form must be filed with Form PTAX-203 and the original deed or trust document at the County Recorder’s office in the property’s county.
Applicable Laws The form is authorized under 35 ILCS 200/31-1 et seq., which governs real estate transfer declarations in Illinois.
Occupancy Information Questions regarding occupancy status on the sale date are included. This information is crucial for the assessment of the property's value.
Penalties for Falsification Willfully providing false information can lead to criminal charges, including a Class B misdemeanor for first offenses.

Common PDF Forms

Misconceptions

  • Misconception 1: The PTAX-203 A form is only for residential properties.
  • This form is specifically designed for non-residential properties with a sale price exceeding $1 million. It is not applicable to residential transactions.

  • Misconception 2: Only the seller needs to sign the form.
  • Both the buyer and seller, or their agents, must sign the PTAX-203 A form. This ensures that all parties verify the information provided is accurate and complete.

  • Misconception 3: The form can be submitted without the original deed.
  • To complete the filing process, the PTAX-203 A form must be submitted alongside the original deed or trust document. This is a requirement for proper documentation at the County Recorder's office.

  • Misconception 4: The form is not necessary if the sale price is negotiated down.
  • If the sale price is over $1 million, the PTAX-203 A form is required regardless of any negotiations that may occur. The focus is on the final sale price at the time of transfer.

  • Misconception 5: The form is only for properties that are currently occupied.
  • The PTAX-203 A form can be used for both occupied and unoccupied properties. It includes questions about occupancy status, but this does not disqualify unoccupied properties from needing the form.

  • Misconception 6: Filling out the form incorrectly has no consequences.
  • Providing false information or omitting necessary details can lead to serious penalties. This includes potential criminal charges, emphasizing the importance of accuracy when completing the form.

  • Misconception 7: The form is optional if the property has been on the market for a long time.
  • The requirement to submit the PTAX-203 A form is based solely on the sale price and property type, not on how long the property has been for sale. If the conditions are met, the form must be filed.

  • Misconception 8: The buyer does not need to provide any information about their other properties.
  • The form requires the buyer to disclose information about any other properties they own within a half-mile radius. This is essential for assessing the buyer's real estate portfolio and its impact on the transaction.

  • Misconception 9: Personal property included in the sale does not need to be reported.
  • If personal property is included in the sale, it must be reported on the form. An itemized list detailing the personal property and its value should be submitted to ensure compliance.

  • Misconception 10: The form can be submitted at any time after the sale.
  • The PTAX-203 A form must be filed promptly at the County Recorder’s office, ideally at the time of the property transfer. Delays in filing can lead to complications or penalties.

Example - Illinois Ptax 203 A Form

PTAX-203-A

Illinois Real Estate Transfer Declaration Supplemental Form A (Non-residential: sale price over $1 million)

File this form with Form PTAX-203, Illinois Real Estate Transfer Declaration, and the original deed or trust document at the County Recorder’s office within the county where the property is located if the following conditions are met:

On Form PTAX-203, Line 11 the sale price is over $1 million, and

On Form PTAX-203, Line 8 the property’s current use is marked “Apart- ment building (over 6 units),” “Office,” “Retail establishment,” “Commercial building,” “Industrial building,” or “Other.”

Please read the instructions on the back of this form.

Do not write in this area.

This space is reserved for the County Recorder’s Office use.

County:

Date:

Doc. No.:

Vol.:

Page:

Received by:

Step 1: Identify the property and sale information.

1Write the property’s street address, city or village, and township. (From Line 1 of Form PTAX-203)

_________________________________________________________________________________________________________

 

Street address of property (or 911 address, if available)

City or village

 

 

Township

2

Write the parcel identifying number from Line 3a of Form PTAX-203.

Parcel Identifier: _________________________________

3

Write the total number of months the property was for sale on the market.*

 

___ ___ Months

4aWas the improvement occupied on the sale date?* A “No” response means that all improvements

 

 

 

 

were totally unoccupied.

 

 

___ Yes

___ No

 

If the answer is “No,” write the total number of months all improvements were unoccupied

 

 

 

 

before the sale date. Go to Line 5.

 

 

___ ___ Months

4bWrite the approximate percentage of total square footage of improvements occupied or leased

 

 

 

 

on the sale date. Include all improvements.

 

 

_______ Percent

4cDid the buyer occupy the property on the sale date?

 

 

___ Yes

___ No

 

If the answer is “No,” go to Line 5.

 

 

 

 

4dWill the buyer continue to occupy part or all of the property after the sale?

 

 

___ Yes

___ No

4eWrite the beginning and ending dates of the buyer’s lease agreement.

Lease dates:_____ / _________ to _____ / _________

4f

Briefly describe any renewal options.

Month

Year

Month

Year

 

 

 

 

____________________________________________________________________________________________________________________________

____________________________________________________________________________________________________________________________

____________________________________________________________________________________________________________________________

5If the buyer owns other properties within an approximate one-half mile radius of the property, complete the following information for the two closest properties owned by the buyer.

 

Street address

City or village

Parcel identifying number

 

Property 1_________________________________________ ___________________________ _________________________

 

Property 2_________________________________________ ___________________________ _________________________

6

Did Line 12a of Form PTAX-203 include an amount for a transfer of personal property?

___ Yes

___ No

 

If the answer is “Yes,” submit a list of personal property transferred.*

 

 

 

7

Did the seller’s financing arrangements affect the sale price on Line 11 of Form PTAX-203?*

___ Yes

___ No

 

If the answer is “Yes,” please explain how the financing affected the sale price.

 

 

________________________________________________________________________________________________________

________________________________________________________________________________________________________

8In your opinion, is the net consideration for real property entered on Line 13 of Form PTAX-203 a fair

reflection of the market value on the sale date?___ Yes ___ No

If the answer is “No,” please explain.__________________________________________________________________________

_________________________________________________________________________________________________________

Step 2: Complete the requested information.

The buyer and seller (or their agents) hereby verify that to the best of their knowledge and belief, the facts stated in this form are true and correct. Any person who willfully falsifies or omits any information required in this form shall be guilty of a Class B misdemeanor for the first offense and a Class A misdemeanor for subsequent offenses.

Seller’s or trustee’s name:

_________________________________________

Seller’s daytime phone:(

)

 

Address:____________________________________________________________________________________________________

Street address

 

City

 

State

ZIP

Seller’s or agent’s signature: _________________________________________

Date: _____________________________________

Buyer’s or trustee’s name:

_________________________________________

Buyer’s daytime phone:(

)

 

Address:____________________________________________________________________________________________________

Street address

 

City

 

State

ZIP

Buyer’s or agent’s signature: _________________________________________

Date: _____________________________________

*See instructions.

PTAX-203-A (N-9/99)

This form is authorized in accordance with 35 ILCS 200/31-1 et seq. Disclosure of this information

is REQUIRED. This form has been approved by the Forms Management Center.

IL-492-0227

Page 1 of 2

Instructions for Completing Form PTAX-203-A

Step 1: Identify the property and sale information.

Line 3

Write the total number of months that the property was advertised for sale by a real estate agent, newspaper, trade publication, radio/electronic media, or a sign. If the property has been advertised for sale for more than 99 months, enter “99.”

Lines 4a through 4f

Line 4a — Answer “Yes” or “No” (indicate with an “X”) depending on whether or not the improvement (i.e., structure) was occupied on the sale date. If the property has more than one improvement, answer “No” only if all the improvements were totally unoccupied on the sale date.

If the answer to Line 4a is “No,” write the total number of months that all improvements were totally unoccupied before the sale date and go to Line 5. If the property has been unoccupied for more than 99 months, enter “99.” If the answer to Line 4a is “Yes,” go to Lines 4b and 4c.

Line 4b — Write the approximate percentage of the total square footage of all the improvements that was occupied or leased on the sale date. This applies to the improvements only, not the land.

Line 4c — Answer “Yes” or “No” (indicate with an “X”) depending on whether or not the buyer was a current occupant of the property at the time of the sale. If the answer is “No,” go to Line 5. If the answer is “Yes,” go to Line 4d.

Line 4d — Answer “Yes” or “No” (indicate with an “X”) depending on whether or not the buyer will continue to occupy part or all of the property after the sale. If the answer is “No,” go to Line 5. If the answer is “Yes,” go to Line 4e.

Line 4e — Write the beginning and ending dates of the buyer’s lease agreement, if applicable.

Line 4f — Briefly describe in the space provided any options to renew the lease agreement between the seller and the buyer.

Example: “10-year lease agreement with two 5-year options to renew; rental amount to be renegotiated at the time of renewal.”

Line 5

If the buyer owns other properties within an approximate one-half mile radius of the property, write the street addresses, the names of the cities or villages (if applicable), and the parcel identifying numbers of the two closest properties owned by the buyer. The PIN is printed on the real estate tax bill and assessment notice. The chief county assessment officer can assist you with this information.

Line 6

Answer “Yes” or “No” (indicate with an “X”) depending on whether or not Line 12a of Form PTAX-203 included an amount for personal property. If the answer is “Yes,” you must submit an itemized list of personal property transferred from the seller to the buyer. Include the value attributed to each item and on Form PTAX-203, Step 4, mark “Itemized list of personal property.” If you prepared a list for Line 12a of Form PTAX-203, do not prepare an additional list.

Line 7

Answer “Yes” or “No” (indicate with an “X”) depending on whether or not the amount on Line 11 of the Form PTAX-203 was affected by the seller monetarily participating in the financing arrangements. This includes, but is not limited to, seller paying points, seller providing all or a portion of the financing, etc. If the answer is “No,” go to Line 8.

If the answer is “Yes,” please explain, in the space provided, how the financing affected the sale price.

Line 8

Answer “Yes” or “No” (indicate with an “X”) depending on whether or not, in your opinion, the net consideration for real property entered on Line 13 of the Form PTAX-203 is a fair reflection of the market value on the sale date. If the answer is “Yes,” go to Step 2 of this form. If the answer to is “No,” please provide an explanation in the space provided.

Step 2: Complete the requested information.

Write the requested information for the seller and the buyer. Write the addresses and daytime phone numbers where the seller and buyer can be contacted after the sale. The seller and the buyer (or their agents) must sign this form. By signing the form, the parties involved in the real estate transfer verify that

they have examined the completed Form PTAX-203-A;

the information provided on this form is true and correct; and

they are aware of the criminal penalties of law (printed in the instructions for Form PTAX-203) associated with falsifying or omitting any information on this form.

Page 2 of 2

PTAX-203-A (N-9/99)

Dos and Don'ts

Things You Should Do When Filling Out the Illinois PTAX-203 A Form:

  • Provide accurate property information, including the street address, city, and township.
  • Clearly indicate the parcel identifying number from Form PTAX-203.
  • State the total number of months the property was on the market.
  • Answer all questions regarding occupancy truthfully.
  • Include any relevant details about the buyer’s lease agreement.
  • Submit an itemized list of personal property if applicable.
  • Ensure that both the seller and buyer sign the form.
  • Double-check all entries for accuracy before submission.
  • File the form with the original deed at the County Recorder’s office on time.

Things You Shouldn't Do When Filling Out the Illinois PTAX-203 A Form:

  • Do not leave any required fields blank.
  • Do not provide false information or omit details.
  • Do not write in the designated area reserved for the County Recorder’s office.
  • Do not forget to include contact information for both the seller and buyer.
  • Do not submit the form without the necessary signatures.
  • Do not ignore the instructions provided on the back of the form.
  • Do not submit the form late; adhere to filing deadlines.
  • Do not assume that all information is correct without verification.
  • Do not overlook the penalties for providing inaccurate information.

Illinois Ptax 203 A: Usage Instruction

Filling out the Illinois PTAX-203 A form is essential for transactions involving non-residential properties with a sale price exceeding $1 million. Ensure you have the necessary information before starting, as accuracy is crucial. This form must be filed with Form PTAX-203 and the original deed or trust document at the County Recorder’s office in the appropriate county.

  1. Identify the property and sale information. Write the property’s street address, city or village, and township as indicated on Line 1 of Form PTAX-203.
  2. Enter the parcel identifying number from Line 3a of Form PTAX-203.
  3. Indicate the total number of months the property was for sale on the market.
  4. Answer whether the improvement was occupied on the sale date by selecting “Yes” or “No.” If “No,” provide the total number of months the improvements were unoccupied before the sale date.
  5. Write the approximate percentage of total square footage of improvements occupied or leased on the sale date.
  6. Indicate whether the buyer occupied the property on the sale date. If “No,” proceed to the next step.
  7. Answer if the buyer will continue to occupy part or all of the property after the sale.
  8. Provide the beginning and ending dates of the buyer’s lease agreement.
  9. Briefly describe any renewal options for the lease agreement.
  10. If the buyer owns other properties within a half-mile radius, list the street addresses, cities or villages, and parcel identifying numbers for the two closest properties owned by the buyer.
  11. Indicate if Line 12a of Form PTAX-203 included an amount for a transfer of personal property. If “Yes,” submit a list of personal property transferred.
  12. Answer whether the seller’s financing arrangements affected the sale price on Line 11 of Form PTAX-203. If “Yes,” explain how.
  13. State whether the net consideration for real property entered on Line 13 of Form PTAX-203 reflects the market value on the sale date. If “No,” provide an explanation.

Complete the requested information. The seller and buyer (or their agents) must verify the accuracy of the information provided by signing the form. Include the seller’s and buyer’s names, daytime phone numbers, and addresses. Ensure that all details are filled out correctly to avoid delays in processing.