FY 2022 Senior Means Tested Exemption Program Applications

Published July 14, 2021 | Assessors Office | Automatically Archived on 9/24/2021

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The FY 2022 application filing cycle is currently underway.  Sudbury voters in attendance at the May 22, 2021 Annual Town Meeting extended the program for another three years (through FY 2024). This year’s filing deadline is September 24, 2021.  Completed application packets may be mailed to the Assessor’s Office or deposited in the drop box located in the Flynn Building parking lot (278 Old Sudbury Rd). The box is next to the U.S.P.S mailbox.  If utilizing the drop box option, please label the envelope as follows: Assessors Office, Attn: Cynthia Gerry.  If mailing, please send application and documentation to:

Town of Sudbury

Assessor’s Office

278 Old Sudbury Rd.

Sudbury, MA 01776

Attn: Cynthia Gerry

Chapter 169 of the Acts of 2012 established a means tested senior exemption program for the Town of Sudbury.  The Sudbury Means Tested Senior Exemption Program reduces real property taxes for some low to moderate-income senior citizens through a redistribution of the property tax burden within the residential class.  The exemption is means based, and thus is not universally available to all senior residential property owners.  This program benefits some seniors who meet all of the following criteria:

  • Own and occupy the property as the principal domicile.
  • Co-owners other than spouse must be at least 60 years of age.
  • Owner or co-owner must have lived in Sudbury for at least 10 consecutive years.
  • The assessed valuation the home cannot exceed the prior year’s average assessed value of a single family home plus 10%. This year’s maximum assessed valuation is $819,800.
  • Current Income Limits as established by CY 2020 Schedule CB (Massachusetts Refundable State Income Tax Credit for Seniors):
  • $61,000 or less for a single filer,
  • $92,000 or less for joint filers, or
  • $76,000 or less for head of household filer.
  • The applicant must not own excessive assets that place him/her/them outside of the intended recipients of this exemption. Section 2 of Chapter 169 of the Acts of 2012 states that the Board of Assessors may deny an application if an applicant holds “excessive assets.

The following links provide program detail, as well as application filing materials for the current FY 2022 property tax year.

 

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