Get New Jersey Affidavit of Consideration RTF-1 Form Open Editor Here

Get New Jersey Affidavit of Consideration RTF-1 Form

The New Jersey Affidavit of Consideration for Use by Seller, often referred to as form RTF-1, is a crucial document in the real estate process. This form is designed to provide transparency in real estate transactions, detailing the financial considerations involved. By declaring the sale price and any additional monetary exchanges or adjustments, it serves a pivotal role in the accurate calculation of real estate transfer fees, ensuring compliance with state law.

Open Editor Here
Content Overview

In New Jersey, the transfer of real estate ownership is a process that comes with its unique set of requirements, one of which includes the Affidavit of Consideration RTF-1 form. This critical document plays a pivotal role in the real estate transaction process, as it provides the county clerk or registrar with the necessary information to record the transfer and assess the applicable Realty Transfer Fee (RTF). The form requires detailed information about the sale or transfer, including the consideration amount, the property's description, and the parties involved. It serves not just as a record but also as a basis for determining the RTF, which varies based on the consideration amount and specific exemptions or adjustments that may apply to the transaction. For individuals navigating the sale, purchase, or transfer of property in New Jersey, understanding the intricacies of the RTF-1 form is crucial for ensuring compliance with state laws and the accurate calculation of fees, thereby facilitating a smoother transaction process.

Document Sample

RTF-1 (Rev. 4/17)
MUST SUBMIT IN DUPLICATE

STATE OF NEW JERSEY

AFFIDAVIT OF CONSIDERATION FOR USE BY SELLER (P.L.1968, c. 49, as amended through P.L. 2006, c. 33) (N.J.S.A. 46:15-5 et seq.)

BEFORE COMPLETING THIS AFFIDAVIT, PLEASE READ THE INSTRUCTIONS ON THE REVERSE SIDE OF THIS FORM.

STATE OF NEW JERSEY

 

 

 

 

}ss. County Municipal Code

FOR RECORDER’S USE ONLY

 

 

 

 

Consideration

$ _____________________

 

 

RTF paid by seller

$ ___________________

 

COUNTY

_________________ ________________

Date___________ By _____________________

 

MUNICIPALITY OF PROPERTY LOCATION _________________________

 

 

*Use symbol “C” to indicate that fee is exclusively for county use.

(1)PARTY OR LEGAL REPRESENTATIVE (See Instructions #3 and #4 on reverse side)

Deponent, ______________________________, being duly sworn according to law upon his/her oath,

(Name)

deposes and says that he/she is the____________________________ in a deed dated ________________________ transferring

(Grantor, Legal Representative, Corporate Officer, Officer of Title Company, Lending Institution, etc.)

real property identified as Block number ___________________________ Lot number __________________________located at

_______________________________________________________________________________

and

annexed

thereto.

 

(Street Address, Town)

 

 

 

 

(2)

CONSIDERATION $__________________(Instructions #1 and #5 on reverse side) no prior mortgage to which property is subject.

_________________________________________________________________________________________________________

 

 

(3)

Property transferred is Class 4A 4B 4C (circle one). If property transferred is Class 4A, calculation in Section 3A below is required.

(3A)REQUIRED CALCULATION OF EQUALIZED VALUATION FOR ALL CLASS 4A (COMMERCIAL) PROPERTY TRANSACTIONS: (See Instructions #5A and #7 on reverse side)

Total Assessed Valuation ÷ Director’s Ratio = Equalized Assessed Valuation $_____________________ ÷ ____________% = $_________________________

If Director’s Ratio is less than 100%, the equalized valuation will be an amount greater than the assessed value. If Director’s Ratio is equal to or in excess of 100%, the assessed value will be equal to the equalized valuation.

(4)FULL EXEMPTION FROM FEE (See Instruction #8 on reverse side)

Deponent states that this deed transaction is fully exempt from the Realty Transfer Fee imposed by P.L. 1968, c. 49 as amended through P.L. 2004, c. 66 for the following reason(s). Mere reference to exemption symbol is insufficient. Explain in detail.

______________________________________________________________________________________________________________

(5)PARTIAL EXEMPTION FROM FEE ( Instruction #9 on reverse side)

NOTE: All boxes below apply to grantor(s) only. ALL BOXES IN APPROPRIATE CATEGORY MUST BE CHECKED. Failure to do so will

void claim for partial exemption. Deponent claims that this deed transaction is exempt from State portions of the Basic, Supplemental, and General Purpose Fees, as applicable, imposed by P.L. 1975, c. 176, P.L. 2004, c. 113 and P.L. 2004, c. 66 for the following reason(s):

______________________________________________________________________________________________________________________

A.SENIOR CITIZEN Grantor(s) 62 years of age or over. * ( Instruction #9 on reverse side for A or B)

B.BLIND PERSON Grantor(s) legally blind or; *

DISABLED PERSON Grantor(s) permanently and totally disabled receiving disability payments not gainfully employed*

Senior citizens, blind persons, or disabled persons must also meet all of the following criteria:

Owned and occupied by grantor(s) at time of sale.

Resident of State of New Jersey.

One or two-family residential premises.

Owners as joint tenants must all qualify.

*IN CASE OF HUSBAND AND WIFE, PARTNERS IN A CIVIL UNION COUPLE, ONLY ONE GRANTOR NEED QUALIFY IF TENANTS BY THE ENTIRETY.

________________________________________________________________________________________________________________________________________________

C.LOW AND MODERATE INCOME HOUSING (Instruction #9 on reverse side)

Affordable according to H.U.D. standards.

Reserved for occupancy.

Meets income requirements of region.

Subject to resale controls.

(6)NEW CONSTRUCTION (Instructions #2, #10 and #12 on reverse side)

Entirely new improvement.

Not previously occupied.

Not previously used for any purpose.

NEW CONSTRUCTION” printed clearly at top of first page of the deed.

________________________________________________________________________________________________________________________________________________

(7)RELATED LEGAL ENTITIES TO LEGAL ENTITIES (Instructions #5, #12, #14 on reverse side)

No prior mortgage assumed or to which property is subject at time of sale.

No contributions to capital by either grantor or grantee legal entity.

No stock or money exchanged by or between grantor or grantee legal entities.

________________________________________________________________________________________________________________________________________________

(8)Deponent makes this Affidavit to induce county clerk or register of deeds to record the deed and accept the fee submitted herewith in accordance with the provisions of P.L. 1968, c. 49 as amended through P.L. 2006, c. 33.

Subscribed and sworn to before me

____________________________

______________________________

this

day of

, 20

Signature of Deponent

Grantor Name

_____________________________________

 

________________________________________

 

Deponent Address

Grantor Address at Time of Sale

 

_______ XXX-XX-X___________ _

______________________________

Last three

digits in Grantor’s Social Security Number

 

Name/Company of Settlement Officer

FOR OFFICIAL USE ONLY

Instrument Number___________________ County_________________

Deed Number_________________ Book __________ Page_________

Deed Dated ___________________ Date Recorded ________________

County recording officers shall forward one copy of each RTF-1 form when Section 3A is completed to:

STATE OF NEW JERSEY

PO BOX 251

TRENTON, NJ 08695-0251

ATTENTION: REALTY TRANSFER FEE UNIT

The Director of the Division of Taxation in the Department of the Treasury has prescribed this form as required by law, and may not be altered or amended without prior approval of the Director. For information on the Realty Transfer Fee or to print a copy of this Affidavit, visit the Division of Taxation website at: www.state.nj.us/treasury/taxation/lpt/localtax.htm

INSTRUCTIONS FOR FILING FORM RTF-1, AFFIDAVIT OF CONSIDERATION FOR USE BY SELLER

1.STATEMENT OF CONSIDERATION AND REALTY TRANSFER FEE PAYMENT ARE PREREQUISITES FOR DEED RECORDING

No county recording officer shall record any deed evidencing transfer of title to real property unless (a) the consideration is recited in the deed, or (b) an Affidavit by one or more of the parties named in the deed or by their legal representatives declaring the consideration is annexed for recording with the deed, and (c) for conveyances and transfers of property for which the total consideration recited in the deed is not in excess of $350,000, a fee is remitted at the rate of $2.00/$500 of consideration or fractional part thereof not in excess of $150,000; $3.35/$500 of consideration or fractional part thereof in excess of $150,000 but not in excess of $200,000; and $3.90/$500 of consideration or fractional part thereof in excess of $200,000. For transfers of property for which the total consideration recited in the deed is in excess of $350,000, a fee is remitted at the rate of $2.90/$500 of consideration or fractional part not in excess of $150,000; $4.25/$500 of consideration or fractional part thereof in excess of $150,000 but not in excess of $200,000; $4.80/$500 of consideration or fractional part thereof in excess of $200,000; $5.30/$500 of consideration or fractional part thereof in excess of $550,000 but not in excess of $850,000; $5.80/$500 of consideration or fractional part thereof in excess of $850,00 but not in $1,000,000; and $6.05/$500 of consideration or fractional part thereof in excess of $1,000,000, which fee shall be paid in addition to the recording fees imposed by, P.L. 1965 c. 123, Section 2 (C. 22A:4-4.1) as amended by, P.L. 2001, c. 370, through, P.L. 2004, c. 66, which fee shall be paid to the county recording officer at the time the deed is offered for recording/transfer. Of these fees, $.75/$500 of consideration or fractional part in excess of $150,000 paid to the State Treasurer is credited to the New Jersey Affordable Housing Trust Fund.

2.WHEN AFFIDAVIT MUST BE ANNEXED TO DEED

This Affidavit must be annexed to and recorded with all deeds when entire consideration is not recited in deed or the acknowledgement or proof of the execution, when the grantor claims a total or partial exemption from the fee, Class 4 property that includes commercial, industrial, or apartment property, and for transfers of “new construction.” (See Instructions #10 and #12 below.)

3.LEGAL REPRESENTATIVE

“Legal representative” is to be interpreted broadly to include any person actively and responsibly participating in the transaction, such as, but not limited to: an attorney representing one of the parties; a closing officer of a title company or lending institution participating in the transaction; a holder of power of attorney from grantor or grantee.

4.OFFICER OF CORPORATE GRANTOR/OFFICER OF TITLE COMPANY OR LENDING INSTITUTION

Where a deponent is an officer of corporate grantor, state the name of corporation and officer’s title or where a deponent is a closing officer of a title company or lending institution participating in the transaction, state the name of the company or institution and officer’s title.

5.CONSIDERATION

“Consideration” means in the case of any deed, the actual amount of money and the monetary value of any other thing of value constituting the entire compensation paid or to be paid for the transfer of title to the lands, tenements or other realty, including the remaining amount of any prior mortgage to which the transfer is subject or which is assumed and agreed to be paid by the grantee and any other lien or encumbrance not paid, satisfied or removed in connection with the transfer of title. (P.L. 1968, c. 49, Section 1, as amended.)

5A. CLASS 4A “COMMERCIAL PROPERTIES” DEFINED

Class 4A “Commercial properties” as defined in N.J.A.C. 18:12-2.2 means “any other type of income-producing property other than property in classes 1, 2, 3A, 3B, and those properties included in classes 4B and 4C.” A quarterly audit of all Class 4A sales submitted by the municipal assessor through the SR- 1A/equalization process will determine whether a Class 4A transaction was recorded without proper documentation and the required Affidavits of Consideration.

6.DIRECTOR'S RATIO

“Director’s Ratio” means the average ratio of assessed to true value of real property for each taxing district as determined by the Director, Division of Taxation, in the Table of Equalized Valuations promulgated annually on or before October 1 in each year pursuant to N.J.S.A. 54:1-35.1. The Table is used in the calculation and apportionment of distributions pursuant to the State School Aid Act of 1954.

7.EQUALIZED VALUE

“Equalized Value” means the assessed value of the property in the year that the transfer is made, divided by the Director’s Ratio. The Table of Equalized Valuations is promulgated annually on or before October 1 in each year pursuant to N.J.S.A. 54:1-35.1.

(Example: Assessed Value = $1,000,000; Director’s Ratio = 80%. $1,000,000 ÷ .80 = $1,250,000)

8.FULL EXEMPTION FROM THE REALTY TRANSFER FEE (GRANTOR/GRANTEE)

The fee imposed by this Act shall not apply to a deed:

(a)For consideration of less than $100; (b) By or to the United States of America, this State, or any instrumentality, agency or subdivision; (c) Solely in order to provide or release security for a debt or obligation; (d) Which confirms or corrects a deed previously recorded; (e) On a sale for delinquent taxes or assessments; (f) On partition; (g) By a receiver, trustee in bankruptcy or liquidation, or assignee for the benefit of creditors; (h) Eligible to be recorded as an “ancient deed” pursuant to N.J.S.A. 46:16-7; (i) Acknowledged or proved on or before July 3, 1968; (j) Between husband and wife/civil union partners, or parent and child; (k) Conveying a cemetery lot or plot; (l) In specific performance of a final judgment; (m) Releasing a right of reversion; (n) Previously recorded in another county and full Realty Transfer Fee paid or accounted for as evidenced by written instrument, attested to by the grantee and acknowledged by the county recording officer of the county of such prior recording, specifying the county, book, page, date of prior recording, and amount of Realty Transfer Fee previously paid; (o) By an executor or administrator of a decedent to a devisee or heir to effect distribution of the decedent’s estate in accordance with the provisions of the decedent’s will or the intestate laws of this State; (p) Recorded within 90 days following the entry of a divorce/dissolution decree which dissolves the marriage/civil union partnership between grantor and grantee; (q) Issued by a cooperative corporation, as part of a conversion of all of the assets of the cooperative corporation into a condominium, to a shareholder upon the surrender by the shareholder of all of the shareholder’s stock in the cooperative corporation and the proprietary lease entitling the shareholder to exclusive occupancy of a portion of the property owned by the corporation.

9.PARTIAL EXEMPTION FROM THE REALTY TRANSFER FEE (P.L. 1975, c. 176; P.L. 2003, c. 113; P.L. 2004, c. 66)

The following transfers of title to real property shall be exempt from State portions of the Basic Fee, Supplemental Fee, and General Purpose Fee, as applicable: 1. The sale of any one or two-family residential premises which are owned and occupied by a senior citizen, blind person, or disabled person who is the seller in such transaction; provided, however, that except in the instance of a husband and wife/partners in a civil union couple, no exemption shall be allowed if the property being sold is owned as joint tenants and one or more of the owners is not a senior citizen, blind person, or disabled person; 2. The sale of Low and Moderate Income Housing conforming to the requirements as established by this Act.

For the purposes of this Act, the following definitions shall apply:

“Blind person” means a person whose vision in his better eye with proper correction does not exceed 20/200 as measured by the Snellen chart or a person who has a field defect in his better eye with proper correction in which the peripheral field has contracted to such an extent that the widest diameter of visual field subtends an angular distance no greater than 20º.

“Disabled person” means any resident of this State who is permanently and totally disabled, unable to engage in gainful employment, and receiving disability benefits or any other compensation under any federal or State law.

“Senior citizen” means any resident of this State of the age of 62 or over.

“Low and Moderate Income Housing” means any residential premises, or part thereof, affordable according to Federal Department of Housing and Urban Development or other recognized standards for home ownership and rental costs occupied or reserved for occupancy by households with a gross income equal to 80% or less of the median gross household income for households of the same size within the housing region in which the housing is located, but shall include only those residential premises subject to resale controls pursuant to contractual guarantees.

“Resident of the State of New Jersey” means any claimant who is legally domiciled in this State when the transfer of the subject property is made. Domicile is what the claimant regards as the permanent home to which he intends to return after a period of absence. Proofs of domicile include a New Jersey voter registration, motor vehicle registration and driver’s license, and resident tax return filing.

10. TRANSFERS OF NEW CONSTRUCTION

New construction” means any conveyance or transfer of property upon which there is an entirely new improvement not previously occupied or used for any purpose. On transfers of new construction, the words “NEW CONSTRUCTION” shall be printed clearly at the top of the first page of the deed, and an Affidavit by the grantor stating that the transfer is of property upon which there is new construction shall be appended to the deed.

11.REALTY TRANSFER FEE IS A FEE IN ADDITION TO OTHER RECORDING FEES

The county recording officer is required to collect the Realty Transfer Fee at the time the deed is offered for recording/transfer.

12.PENALTY FOR WILLFUL FALSIFICATION OF CONSIDERATION AND TRANSFERS OF NEW CONSTRUCTION

Any person who knowingly falsifies the consideration recited in a deed or in the proof or acknowledgement of the execution of a deed or in an affidavit annexed to a deed declaring the consideration therefor or a declaration in an affidavit that a transfer is exempt from recording fee is guilty of a crime of the fourth degree (P.L. 1991, c. 308, effective June 1, 1992). Grantors conveying title of new construction who fail to subscribe and append to the deed an affidavit to that effect in accordance with the provisions of subsection c. of section 2 of P.L. 1968, c. 49 (C.46:15-6) is guilty of a disorderly persons offense. The Division of Taxation is entitled to review the Fees collected pursuant to the State Uniform Procedure Law. The Director of the Division of Taxation is authorized to make deficiency assessments to taxpayers who have, intentionally or mistakenly, underestimated the consideration or sales price of properties on the Affidavit of Consideration attached to deeds and upon which the Realty Transfer Fee is based.

13.COUNTY/MUNICIPAL CODES

County/Municipal codes may be found at http://www.state.nj.us/treasury/taxation/pdf/lpt/cntycode.pdf.

14.LEGAL ENTITIES TRANSFERRING NEW JEREY REAL ESTATE TO RELATED LEGAL ENTITIES

Legal entities transferring New Jersey real estate to related legal entities are not exempt from the Realty Transfer Fee if the consideration, as defined in the law, is $100 or more. Such consideration includes the actual amount of money and/or the monetary value of any other thing of value constituting the entire compensation paid, such as the dollar value of stock included in the transaction or any enhancement to or contribution to the capital or either legal entity resulting from the transfer, or remaining balances of any prior mortgage to which the property is subject or which is assumed and agreed to be paid by the grantee and any other lien or encumbrance not paid, satisfied or removed in connection with the transfer of title.

Form Attributes

Fact Name Description
Purpose The RTF-1 form is used in New Jersey real estate transactions to declare the consideration (the total amount paid) in a property transfer.
Governing Law This form is governed by New Jersey state law, specifically under the jurisdiction of the New Jersey Division of Taxation.
Requirement It is required whenever real estate is transferred, to ensure that the proper Realty Transfer Fee is calculated and paid.
Filing The form must be filed with the County Clerk or Registrar in the county where the property is located at the time of recording the deed.
Associated Fees The Realty Transfer Fee (RTF) varies based on the property's sale price, with the exact amount calculated based on rates provided by the New Jersey Division of Taxation.

New Jersey Affidavit of Consideration RTF-1: Usage Guide

When you're involved in transferring property in New Jersey, the Affidavit of Consideration for Use by Seller (RTF-1) form comes into play. This document is crucial for accurately reflecting the transaction details and ensuring the correct calculation of taxes tied to the transfer. For those navigating this process for the first time, the task might seem daunting. However, the procedure can be straightforward with a clear, step-by-step approach. Let's break down the essentials of filling out this form.

  1. Begin by locating the most current version of the RTF-1 form on the New Jersey Department of Treasury's Division of Taxation website. Ensure you have the correct form, as there are different types for buyers and sellers.
  2. Fill in the county and municipality where the property is located at the top of the form. This information determines the local tax rates applicable to your transaction.
  3. Enter the date of the property transfer. This date is crucial for tax purposes and for maintaining accurate public records.
  4. Provide the full names and addresses of both the seller and the buyer. This section must be completed accurately to ensure that all parties involved are properly identified in official records.
  5. Describe the transferred property in detail, including its lot and block number, which can be found on the property’s tax bill or previous deed. This precise identification helps avoid any confusion about the property in question.
  6. Indicate the total consideration for the property. "Consideration" includes the total amount paid, including any money, the value of any other property given in exchange, or any mortgage or lien assumed by the buyer.
  7. If applicable, fill in the section on "Mortgages and Encumbrances." This includes any mortgages taken on the property that are being assumed by the buyer as part of the transfer consideration.
  8. Complete the "Seller's Residency Certification/Exemption" section. Sellers need to certify their residency status as it affects how the tax is calculated and collected. Non-resident sellers may have different tax implications.
  9. Read through the affidavit statements at the bottom of the form carefully. These statements certify that the information provided is accurate and true. Both the seller (or a legally authorized representative) and the preparer of the document (if different from the seller) must sign and date the form.
  10. Submit the completed form to the appropriate county office, along with any other required documents, to ensure a smooth transaction process. If you are unsure where to file, contact the local county clerk’s office or a professional for assistance.

Completing the RTF-1 form is a critical step in property transactions that shifts the legal responsibility and rights associated with a property. Each step, from providing accurate descriptions to certifying residency status, works towards ensuring a transparent and fair transfer. Although the task may involve attention to detail and an understanding of legal requirements, the process supports the proper documentation and taxation of property transfers in New Jersey.

Listed Questions and Answers

What is the New Jersey Affidavit of Consideration RTF-1 form?

This form is a legal document used in New Jersey to report the consideration (the amount of money exchanged) in real estate transactions. It provides the county clerk or registrar with the necessary information to calculate and collect the Realty Transfer Fee (RTF), a tax imposed on the sale of real estate in New Jersey.

Who needs to complete the RTF-1 form?

Typically, the seller of the property completes this form. However, in some cases, the responsibility may fall on the buyer, especially if the transaction does not involve a traditional sale. Both parties should verify who is responsible for filing this document as part of their closing documents package.

When should the RTF-1 form be filed?

The RTF-1 form should be filed at the time of recording the deed. The exact timing can vary, but generally, it must be submitted to the county clerk or registrar alongside the deed and before the deed is officially recorded.

What information do I need to fill out the RTF-1 form?

To complete the form, you'll need:

  • Details of the property being sold, including the block and lot number, and the property's address.
  • The names and addresses of both the seller and the buyer.
  • The sale price of the property or the consideration.
  • Information regarding any mortgages on the property.
  • Specific exemptions or partial exemptions you're claiming, if any.

Are there any exemptions to the Realty Transfer Fee?

Yes, there are several. Exemptions might include, but are not limited to, transfers of property between certain family members, transfers to governmental bodies, and transfers of property as part of a corporate restructuring. The form itself provides details on various exemptions. It is essential to read these carefully to determine if you qualify for any.

While legal assistance is not mandatory, it can be very helpful. Real estate transactions can be complex, and an attorney or a real estate professional can provide guidance, especially when it comes to understanding the Realty Transfer Fee exemptions and ensuring that the form is filled out correctly.

What happens if the RTF-1 form is not filed, or filed incorrectly?

Failing to file the RTF-1 form, or filing it incorrectly, can lead to delays in the recording of the deed. This, in turn, can affect the entire sale process. Inaccuracies on the form can also lead to an incorrect assessment of the Realty Transfer Fee, which could either result in penalties for underpayment or a request for a refund if overpaid. It's crucial to ensure the form is accurate and submitted on time.

How is the Realty Transfer Fee calculated?

The Realty Transfer Fee is based on the sale price of the property and is calculated at a graduated rate. The New Jersey Division of Taxation publishes the rate schedule on its website. Rates may vary depending on the county, the property type, and specifics of the transaction, such as any qualifying exemptions.

Where can I find the RTF-1 form and instructions for completing it?

The RTF-1 form and detailed instructions for completing it are available on the New Jersey Division of Taxation's website. Additionally, county clerk and registrar offices often provide copies of the form and may offer further guidance on how to complete and file it correctly.

Common mistakes

Filling out the New Jersey Affidavit of Consideration (RTF-1 form) seems straightforward, but details matter. Below are notable mistakes people often make when completing this form.

  1. Not double-checking property identification numbers. Accuracy is critical; even minor errors can cause significant delays.

  2. Forgetting to indicate the total consideration or misstating it. The total consideration must reflect the entire amount paid, including any personal property.

  3. Overlooking the need to itemize personal property. If personal property is included in the sale, its value must be separately listed to accurately assess the realty transfer fee.

  4. Leaving the buyer or seller information incomplete. Full legal names and accurate addresses are essential for clear property title transfer.

  5. Omitting signatures. Without the signatures of all parties involved, the document is not legally binding.

  6. Ignoring the declaration of exemption section, if applicable. When a transaction is exempt from the realty transfer fee, proper documentation and explanation must be provided.

  7. Failing to acknowledge partial interests in property. If the transfer involves less than a full interest, this must be clearly indicated to calculate the fee correctly.

  8. Misjudging the applicability of supplemental forms. Depending on the specifics of the property transfer, additional forms may be required.

  9. Submitting outdated information. The RTF-1 form and related regulations can change. Using the most current form ensures compliance with the latest state requirements.

Avoiding these mistakes can streamline the property transfer process, ensuring a smoother transition for all parties involved. Attention to detail and a thorough understanding of the form's requirements are the best tools for this task.

Documents used along the form

In New Jersey, real estate transactions require careful attention to a series of legal documents to ensure lawful compliance and secure record-keeping. Among these, the Affidavit of Consideration RTF-1 plays a vital role in reporting the consideration paid for a property, a key component in calculating the Realty Transfer Fee. Underlining its importance, there are other documents that often accompany the RTF-1 form, streamlining the process of property transfer and enhancing the overall legal framework supporting these transactions.

  • Warranty Deed: This document officially transfers property ownership from the seller to the buyer. It guarantees that the seller holds clear title to the property and has the right to sell it.
  • Seller’s Residency Certification/Exemption (GIT/REP Forms): Required to prove the seller's residency status for tax purposes. If the seller is a non-resident of New Jersey, this form helps in determining the appropriate income tax withholdings for the sale.
  • Property Tax ID Number: Not a form in itself but a crucial piece of information often required in associated documents, confirming the property's identification for tax assessments.
  • Certificate of Occupancy: This verifies that the property meets all zoning laws, building codes, and other local regulations, ensuring it is in a condition suitable for sale.
  • Settlement Statement (HUD-1): Provides a detailed breakdown of all costs associated with the transaction, paid by both the buyer and the seller at closing.
  • Mortgage Application (if applicable): For buyers not paying in full in cash, a mortgage application is necessary to secure financing for the property.
  • Deed of Trust/Mortgage Documents: Legal documents that secure the mortgage loan by pledging the purchased property as collateral.
  • Title Insurance Policy: Protects both the buyer and lender from potential defects in the property's title, ensuring the transfer is free of liens or claims.
  • Survey: A detailed drawing of the property, outlining its boundaries, measurements, and any easements or encroachments, ensuring all parties are aware of the physical specifics of the property.

When used together, these documents form a comprehensive package, ensuring that all aspects of the property transfer are well-documented, legally sound, and in full compliance with New Jersey laws. The RTF-1 form, while central, is just one part of this intricate process, with each document adding its own layer of protection, clarity, and assurance to the proceedings. Real estate transactions, with their complexity and legal requirements, are made significantly smoother and more transparent with the proper preparation and use of these essential documents.

Similar forms

The New Jersey Affidavit of Consideration for Use by Seller, more commonly known as the RTF-1 form, shares a similarity with the Grantor/Grantee Affidavit. Both serve in real estate transactions to provide a detailed disclosure of the parties involved – the seller and the buyer – and the nature of the transaction. These affidavits are crucial for the accurate assessment of property transfer taxes and for ensuring that all relevant details of the transaction are fully disclosed and recorded.

Similarly, the HUD-1 Settlement Statement is another document connected with the real estate closing process that resembles the RTF-1 form in purpose. It outlines the final transaction details between the buyer and seller, itemizing fees, charges, and the adjusted sales price. This document, like the RTF-1, is vital for clarity in the financial aspects of property transfers, ensuring transparency and compliance with federal laws.

The Real Estate Transfer Tax Declarations found in various states also share common ground with the RTF-1 form. These documents collect information on the sale price, property type, and other pertinent details to calculate the applicable transfer tax. The RTF-1 serves a similar role in New Jersey by detailing the consideration involved in the transaction to accurately compute the tax owed.

The Warranty Deed, while primarily a title transferring document, also intersects with the RTF-1 form in its necessity for a clear depiction of the transaction. It guarantees the clear title and the right of the seller to sell the property, with the consideration amount often referenced, mirroring the financial disclosure aspect of the RTF-1 form.

The Quit Claim Deed, though less comprehensive than a Warranty Deed, also aligns with the RTF-1 form by indicating the transfer of ownership interest in property from one party to another. It details the grantor and grantee, akin to how the RTF-1 form outlines the seller and buyer in property transactions.

The Seller’s Disclosure Statement, required in many real estate transactions, offers another parallel to the RTF-1 form. It involves the seller providing detailed information about the property's condition and history, aiming for transparency and honesty in the transaction, similar to the financial disclosure the RTF-1 form seeks.

Loan documents, especially the Mortgage Agreement, also share similarities with the RTF-1 form in their role in property transactions. They detail the financial aspects and obligations of the buyer, including the loan amount and terms of repayment, contributing to the overall financial transparency of the real estate transaction.

The Closing Disclosure, mandated by the TILA-RESPA Integrated Disclosure rule, is closely related to the RTF-1 in its goal to provide clear, concise financial details to the parties in a real estate transaction. This document summarizes the costs, fees, and charges that the buyer and seller must pay at the closing, echoing the financial disclosure aspect of the RTF-1 form.

Finally, the Property Tax Bill is indirectly related to the RTF-1 form through the consideration information that affects the assessed value and thus, the property taxes owed. By detailing the transaction's financial specifics, the RTF-1 form plays a part in the fair assessment of property taxes post-sale.

Dos and Don'ts

Filling out the New Jersey Affidavit of Consideration for Use by Seller (RTF-1) form requires accuracy and attention to detail. Here are eight things individuals should and shouldn't do to ensure the process is completed correctly:

  • Do ensure all information is accurate. Double-check all entered details, including sale prices and property identifiers, to prevent any discrepancies.
  • Don't leave any required fields blank. Complete each section of the form to avoid delays or rejections of your document.
  • Do use black ink or type. This improves readability and ensures the document can be copied or scanned without issues.
  • Don't guess on values or information. Refer to official documents or seek clarification to ensure all provided data is correct.
  • Do consult the instructions. The RTF-1 form comes with specific instructions that can guide you through each part of the document.
  • Don't sign it without reviewing. Before adding your signature, review the entire document to confirm all information is correct and complete.
  • Do keep a copy for your records. After submitting the form, retain a copy for your personal records in case any issues arise.
  • Don't use correction fluid or tape. Mistakes should be neatly crossed out and initialed rather than covered up, to maintain the integrity of the document.

Misconceptions

When dealing with real estate transactions in New Jersey, the Affidavit of Consideration for Use by Seller (RTF-1) form plays a crucial role. However, there are several misconceptions surrounding this document. Understanding these misconceptions can help ensure a smoother transaction process.

  • It's only required for high-value transactions: A common misconception is that the RTF-1 form is only necessary for real estate transactions involving large sums of money. In reality, this form is required for nearly all real estate transactions in New Jersey, regardless of the sale price. Its purpose is to declare the consideration (or value exchanged) in the sale to the county clerk for recording and tax assessment purposes.

  • It's the buyer's responsibility: Many assume that it is the buyer's responsibility to complete and submit the RTF-1 form. However, it is actually the seller's responsibility to fill out this document accurately and ensure its submission as part of the closing documents. This form provides details about the transaction that are crucial for the proper recording of the deed.

  • It can be filed anytime after the closing: This misconception could lead to unnecessary penalties or delays. The RTF-1 form must be filed at the time of, or prior to, the recording of the deed. Filing the form promptly is important for the proper documentation and taxation of the real estate transaction.

  • No need for a lawyer to review it: Given its importance in the transaction process, the RTF-1 form should be accurately completed under the guidance of a professional. While not every situation might require a lawyer's review, having a real estate professional or attorney look over the document can ensure that all necessary information is correctly provided and legally compliant.

  • Only pertinent to residential properties: Another common misunderstanding is that the RTF-1 form is only applicable to transactions involving residential properties. However, this affidavit is required for the majority of real estate transactions, including both residential and commercial properties. Its role is to comprehensively document the exchange of consideration in the sale of real estate, making it a key document for a wide variety of property types.

Dispelling these misconceptions about the New Jersey Affidavit of Consideration RTF-1 form is essential for anyone involved in real estate transactions within the state. By understanding the requirements and responsibilities associated with this document, sellers can help ensure a smoother and more compliant transaction process.

Key takeaways

Filling out the New Jersey Affidavit of Consideration RTF-1 form is a critical step in the process of transferring real estate. This document helps determine the realty transfer fee, which is necessary for the legal transfer of property ownership. To make this process smoother, here are key takeaways to keep in mind:

  • Understanding the Purpose: The form is primarily used to calculate the realty transfer fee, which varies based on the property's sale price and other considerations. It's essential not only for legal compliance but also for ensuring the correct fee is paid.
  • Completing Details Accurately: Accuracy is paramount when filling out the form. It includes detailed information about the seller, buyer, and the property itself. Mistakes can lead to delays or increased fees.
  • Knowing the Deadlines: Timeliness matters. The form should be filed promptly, usually at or before the closing of the real estate transaction, to avoid penalties.
  • Gathering Necessary Information: Before starting, gather all necessary documents, including property deeds, contracts of sale, and any agreements that affect the sale consideration.
  • Consulting with Professionals: For those unfamiliar with the process, consulting with a real estate attorney or professional familiar with New Jersey's property laws can be invaluable. They can offer guidance and ensure compliance.
  • Identifying Exemptions: Some transactions may qualify for exemptions from the realty transfer fee. Understanding these exemptions can save money and time.
  • Reviewing for Changes in Law: Real estate laws and regulations can change. Staying informed about any updates to the RTF-1 form requirements or related taxes and fees is crucial.
  • Ensuring Complete Submission: Along with the RTF-1 form, ensure all required attachments and supplementary documents are submitted. This may include proof of property value or documents justifying any claimed exemptions.
  • Verifying County-Specific Requirements: Requirements may vary slightly from county to county within New Jersey. It’s wise to verify any specific requirements in the county where the property is located.
  • Keeping a Copy for Records: Always keep a copy of the completed form and any supporting documents for personal records. This documentation can be crucial for future reference, especially for tax purposes or any legal queries.

Approaching the RTF-1 form with diligence and care ensures a smoother property transfer process, preventing common pitfalls that could delay or complicate real estate transactions. Keeping abreast of the guidelines and seeking advice when necessary facilitates compliance with New Jersey’s legal requirements, ultimately safeguarding the interests of all parties involved.

Please rate Get New Jersey Affidavit of Consideration RTF-1 Form Form
4.78
(Exceptional)
18 Votes

Discover More Forms