FY 2020 Senior Means Tested Exemption Applications

(Sticky Post) Published June 7, 2019 | Assessors Office | Updated August 28, 2019 | Automatically Archived on 9/10/2019

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Important:  Filing deadline is September 10, 2019.

Some of Sudbury’s moderate and low income senior property owners may qualify for a measure of property tax relief under the provisions of the Sudbury Senior Means Tested Exemption Program.  The following eligibility criteria must be satisfied in order to be considered for exemption.

Qualifying Age- Minimum 65 as of December 31, 2018.

Ownership and Residency in Sudbury- At least 10 consecutive years.

FY 2019 Assessed Valuation of the Sudbury home- Not greater than $820,000.

Income- according to Massachusetts State Income Tax Credit Schedule CB for  Calendar Year 2018:  *Line 9 Schedule CB Income*

Taxpayers Filing a Joint Return:  $88,000.

Taxpayer Filing a Single Return: $58,000.

Filing as Head of Household:    $73,000.

In addition to the above an applicant must not own “excessive assets” that place him/her outside the intended eligibility pool of applicants.

For further information and application material please open the attachments following this news article or contact the Assessors Office by phone:  978-639-3395 or email: gerryc@sudbury.ma.us 

 

Attachments