Revised 10/14
To Apply For A Tax Refund, The Taxpayer Must Complete The Following:
Step 1: Property Owner’s
Name and Address
Property
Owner(s) Name:
Account
Number:
Present Mailing Address (Number and Street)
City, Town or Post Office, State, Zip Code Phone (Area Code and Number)
Step 2: Taxpayer Name
and Address
(
Refund Payable To
)
Taxpayer Name:
Present Mailing Address (Number and Street)
City, Town or Post Office, State, Zip Code Phone (Area Code and Number)
Step 3: Describe The
Property
Legal Description (or attach copy of the tax bill or tax receipt):
Address or location of property:
Step 4: Give the tax
payment information
(*Supporting Payment
Documentation
Must
Accompany Application. If
unable to provide, must
complete below affidavit.)
Tax Year:
Date of
Payment:
Payment Amount:
Payment
Method:
Check #:
Amount of Refund
Applying For:
Taxpayer’s Reason for Refund (attach supporting payment documentation)
(*):
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 Tammy J. McRae - 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 Name Signature
SUBSCRIBED AND SWORN BEFORE ME this _______ day of, ____________________20________.
Notary Public in and for the State of _____________________________
Tammy J. McRae
Montgomery County Tax Assessor/Collector
400 N San Jacinto
Conroe, Texas 77301
Phone 936-539-7809
Montgomery County, et al
Property Tax Refund Application