FY 2019 Senior Means Tested Exemption Applications

Published May 31, 2018 | Assessors Office | Automatically Archived on 8/31/2018

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 Sudbury’s FY 2019 Means Tested Senior Exemption Applications:


  • Qualifying age at least 65 as of December 31, 2017.
  • Co-owner other than spouse must be at least age 60.
  • 10 year residency requirement.
  • Own and occupy the property.
  • FY 2018 assessed value not greater than $799,600.
  • CY 2017 Income limits according to Line 9 of Schedule CB (Massachusetts State Income Tax Circuit Breaker Credit):
  • Joint Filers $86,000
  • Single Filer $57,000
  • Head of Household Filer $72,000
  • In addition to the above the applicant must not own “excessive assets” that place him/her outside of the intended recipients of this exemption.     

Filing Deadline:

  •  August 31, 2018 at 12:30 p.m. All applications and supporting documents must be submitted to the Assessors Office-278 Old Sudbury Rd.- Sudbury, MA. 01776 by the August 31st deadline. 




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