FY 2024 Statutory Exemption Programs April 1 2024 Deadline
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Please be advised: this article is not intended to address the Sudbury Senior Means Tested Exemption Program. The application process and timeline for the Means Tested Program is separate from the programs mentioned here. You will find information relating to the Means Tested Program in the FY 2024 Senior Means Tested Exemption Applications News Article.
The Fiscal Year 2024 Statutory Exemption filing season is now underway. The Assessor’s Office is currently accepting applications for M.G.L. c 59 sec 5 exemptions and will continue to do so through April 1, 2024. The following exemption types are among the included categories: Disabled Veteran; Surviving Spouse/limited financial assets; Visually Impaired (legally blind); Certain Seniors over age 65/with limited income and assets. Please see attached FY 2024 Statutory Exemption Brochure for details on the available programs.
In addition, the Community Preservation Surcharge Exemption filing season is also underway. The Community Preservation Surcharge Act. The Community Preservation Act which was adopted by Sudbury voters in March of 2002 establishes a funding source financed by surcharge revenues, and the Commonwealth of Mass. (with matching funds), for the purpose of open space, historical preservation and community housing projects and purchases. The amount of the surcharge applied to residential tax bills is just under 3% of the residential tax. One of the provisions of the Community Preservation Act is an allowance for exemption of the charge for certain moderate-income seniors, and low-income non-seniors. The attached FY2024 Community Preservation Brochure describes the qualifying income provisions.
Senior Tax Deferral Program application materials are also included as attachments. In the event you are contemplating deferring taxes or, if this will be your first year in the tax deferral program, we strongly encourage you to reach out to our staff for discussion before making a tax deferral commitment.
Applications for the exemption programs described above are included as attachments. If you would like a particular application type mailed, please contact our office either by telephone or by email. 978-639-3393 978-639-3395 assessors@sudbury.ma.us .
Completed applications may be mailed (or hand delivered) to: Assessors Office, 278 Old Sudbury Rd., Sudbury, MA 01776, or the application (placed in an envelope marked Assessors Office) may be deposited in the drop box outside the Flynn Building. The box is located adjacent to the U.S. Postal Service mail box at 278 Old Sudbury Rd.
