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REAL ESTATE EXEMPTIONS
The Town of Burlington has adopted several provisions, known as “Exemptions”, to relieve taxpayers that meet certain financial, age and residency requirements for personal tax relief on real estate property owned and occupied by an individual taxpayer. You must file an application every year.
There are specific guidelines as to when an individual is qualified as well as specific timelines to file an exemption application.The following is a general outline as to what exemptions are available and what qualifications are required:
Qualification Date:
You must qualify as of July 1 for the exemption you are applying for (i.e. if you are applying for a 65 or older, you must be 65 as of JULY 1).
Filing Date:
You will be filing on the 3rd quarter bill. This goes out prior to December 31st. You have 3 months after the 3rd quarter bill is mailed to submit an application to the Board of Assessors.
Exemptions Available:
BLIND (37A) $1,000
New Applicants :
A letter from your physician indicating blind status as of July 1 for year of application.
OR
A Blind Certificate from the Commission for the Blind indicating status as of July 1 for year of application.
The applicant must own and occupy the property as his or hers domicile as of July 1 of the year of application.
Previous Applicants :
The applicant must provide an updated Blind Certificate from the Commission for the Blind annually.
SENIOR (41C)
OVER 65 EXEMPTIONS (CL 41C) $1000.00
New Applicants:
Must have reached the age 65 by July 1 for year of application.
(A Birth Certificate is required the first year of application)
Financial Information:
Income:
(pension, wages & social security) cannot exceed $30,000 if married and $20,000 if single, widowed or divorced. Copies of SS statement
Tax Returns (if still filling) Are required
Pension statements Copies of your SSI and Tax Returns (if still filing) are required each year
Assets: Cannot exceed $55,000 if married and $40,000 if single, widowed or divorced.
Assets are defined as:
Savings, Stocks, Bonds, Securities, CD’s, IRA’s, Treasury Bills, 401K Plans,
Annuities and other Real Estate (times shares, camp sites, summer homes, etc. in or out of state).
Copies of bank statements, tax bills for other property are required each year.
DISABLED VETERANS ( 22A & 22E)
CLAUSE 22 A: $850.00 The Veteran must have loss of or permanent loss of use of one foot, hand or eye in a service connected disability.
New Applicants:
Certification of a service connected disability from the Veterans Administration
They be a recipient of either the Congressional Metal Of Honor, Distinguished Service Cross, Navy Cross, or Air Force Cross
The applicant must own and occupy the property as his or hers domicile as of July 1 of the year of application.
This exemption is available to surviving spouses of veterans that qualified for this at the time of the veterans death.
CLAUSE 22 E: $1200.00
This exemption is available to veterans (& surviving spouses) who have suffered 100% disability in the line of duty and are incapable of working.
All Applicants:
Certification of a service connected disability from the Veterans Administration of 100% (TA-1 Form).*
A Statement of Employment.*
The applicant must own and occupy the property as his or hers domicile as of July 1 of the year of application.
*This information must be supplied to the Assessors Office on an annual basis.
Veterans
CLAUSE 22: $500.00
This exemption is available to the following class of people:
- Veterans with a service connected disability of 10% or more.
- Gold Star mothers or fathers
- Veterans who have been awarded the Purple Heart
New Applicants :
Letter from the Veterans Administration (TA-2) stating the name of the applicant and of at least a 10 % disability.
The applicant must own and occupy the property as his or hers domicile as of July 1 of the year of application.
ALL Veterans Exemptions are the only exemptions that is available to surviving spouses
WIDOWED (17D)
OVER 70 OR WIDOW(ER)S EXEMPTIONS (CL 17D) $350.00
New Applicants :
Must have reached the age 70 by July 1 for year of application and provide a birth certificate the first year.
OR
You must be a widow (or a widower) as of July 1 for year of application and provide a death certificate
Financial Information:
Assets : Cannot exceed $40,000*
Assets are defined as:
Savings, Stocks, Bonds, Securities, CD’s, IRA’s, Treasury Bills, 401K Plans, Annuities and other Real Estate (times shares, camp sites, summer homes, etc. in or out of state or country).
*The above information needs to be supplied annually.
Please call the Assessors Office at 781-270-1650
if you have any additional questions.
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Welcome to the Town of Burlington, Massachusetts