YORK COUNTY
APPLICATION FOR HOMESTEAD AND FARMSTEAD EXCLUSIONS
Please read the
instructions before completing this application. This application must be filed with the County Assessors Office
by March 1st. The
County Assessor’s phone number and mailing address are: 717-771-9232, 100 W Market St, Suite B01,
York, PA 17401
____________________________________________________________________________________________________________
Basic Information
1.
Property
Owner(s)
___________________________________________________________________________
2.
Property
Address
____________________________________________________________________________
|
3.
Municipality _______________________________ |
4.
School
District
_______________________________ |
5.
Mailing
Address of Property Owner (if different than property address) ___________________________________
6.
Phone
Number of Property Owner: Daytime _______________________ Evening
________________________
Homestead Information
7.
Do
you use this property as your primary residence? ______ Yes ______
No
8.
Do
you claim anywhere else as your primary residence, or do you or your spouse
receive a homestead tax abatement or other homestead benefit from any other
county or state? ______ Yes
______ No
9.
Is
your residence part of a cooperative or a condominium where some or all of the
property taxes are paid jointly? ______
Yes ______ No
10.
If
you answered yes to question 9, do you pay a portion of the jointly paid
taxes? ______ Yes ______ No
11.
Do
you use any portion of this property for something other than your primary
residence, such as a business or rental property? ______ Yes
______ No
12.
If
you answered yes to question 11, what percentage of the property is used solely
as your residence? _______%
13.
If
known, please indicate your parcel number located on your tax bill. ___________________________________
(If you do not know your parcel number or do not
have your tax bill, leave blank, call your tax collector or call the county
assessor.)
Farmstead Information
(This section only needs to be completed if you
are also applying for a farmstead exclusion.)
|
14.
Does
this property include at least ten contiguous acres of farm land? ______
Yes ______ No 15.
Are
there buildings and structures on the property that are used primarily
to: a.
Produce
or store any farm product for purposes of commercial agricultural production? b.
House
animals raised or maintained on the farm for the purpose of commercial
agricultural production? c.
Store
machinery or equipment used on the farm for the purpose of commercial
agricultural production? 16. If you answered yes to
questions 15 a, b, or c, do any farm buildings or structures receive an
abatement of property tax under any other law? ______ Yes ______
No |
I hereby certify that all the above information is
true and correct.
Signature(s) ____________________________ _____________________________ Date
_______________________
Any person who knowingly
files an application which is false to any material matter shall be subject to
payment of taxes due, plus interest, plus penalty and shall be subject to
prosecution as a misdemeanor of the third degree and a fine of up to
$2,500.
OFFICIAL USE
ONLY
|
Date
Filed
_______________________________________________________ Reviewed
by
_____________________________________________________ Date
Reviewed
___________________________________________________ Applicable
Years
__________________________________________________ Approved ________________________________________________________
Denied
__________________________________________________________ |
Homestead
Value
_________________________________________________
Farmstead
Value
__________________________________________________
Assessment
Information:
Land
____________________________________________________________
Improvements
_____________________________________________________
TOTAL
___________________________________________________________
|
è You must file this form in order to receive
PROPERTY TAX RELIEF
under the Homeowner Tax Relief Act of 2004 ç
Instructions
Application
for Homestead & Farmstead Exclusions
The
Homeowner Tax Relief Act, Act 72 of 2004, was signed into law by Governor
Rendell on July 5, 2004, to allow school districts to reduce property taxes
through homestead and farmstead exclusions.
Property tax relief will be funded by a combination of state revenue
from gaming and dedicated local income taxes.
Under a homestead or a farmstead property tax exclusion, the assessed
value of each homestead or farmstead is reduced by the same amount before the
property tax is computed. Most likely,
initial property tax reductions will not take effect until July 1, 2006;
however, the changes may occur as early as July 1, 2005 or as late as July 1,
2007. In addition, some school boards
may choose not to adopt the homestead and farmstead exclusions.
BASIC INFORMATION
1.
Fill
in your name and the name of other owners of record, such as your spouse or a
co-owner of the property. All recorded
owners must apply for the exclusion.
2.
Fill
in the address of the property for which you are seeking an exclusion.
3.
Fill
in your municipality. If you are not
sure what your municipality is, contact your local tax collector or county
assessment office (717-771-9232).
4.
Fill
in your school district. If you are not
sure what your school district is, contact your local tax collector or county
assessment office (717-771-9232).
5.
If
your mailing address differs from the address of the property for which you are
seeking a homestead exclusion, fill in your mailing address.
6.
List phone numbers where you can be reached
during the day, and the evening, if you are unavailable during the day.
HOMESTEAD INFORMATION
7.
Only a primary residence may receive the
homestead exclusion. This is the fixed
place of abode where the owner intends to reside permanently until the person
moves to another home. You may be asked
to provide proof that this property is your primary residence, such as your
driver’s license, your voter registration card, your personal income tax form
or your local earned income tax form.
8.
Do
you have another residence which you claim as your primary residence? For instance, do you claim another state as
your primary residence, or another county in Pennsylvania? The Homestead Exclusion can only be claimed once, for a place of primary
residence. You may not claim this
property as your primary residence if you claim another property as a homestead
or if you or your spouse receive a homestead tax abatement or other
homestead benefit from any other county or state.
9.
If
you live in a unit of a cooperative or a condominium and you pay all or a
portion of your real property taxes jointly through a management agent or
association, rather than paying your taxes separately from other units, check
yes.
10.
If
you answered yes to question 9, provide the percentage of overall tax you
pay. You may be asked to provide a
contact to confirm this information.
11.
Check
yes if the property for which you are seeking a homestead exclusion is used for
other purposes, such as a business or rental property.
12.
If
you answered yes to question 11, indicate what percentage of the property is
used as your private residence.
13.
If
known, fill in the parcel number of the property for which you are seeking a
homestead exclusion. You can find the
parcel number on your real property tax bill.
If you do not have a real property tax bill, call your local tax
collector or county assessment office (717-771-9232).
FARMSTEAD INFORMATION
Only complete
this section (questions 14, 15 a, b, and c, and 16) if you are applying for a
farmstead exclusion. If you answer yes
to questions 15 a, b and c, you may be asked to provide proof that the
buildings and structures are used for commercial agricultural activity, such as
the net income or loss schedule from your state or federal income tax forms.
14.
Only
buildings and structures on farms which are at least ten contiguous acres in
area and used as the primary residence of the owner are eligible for a
farmstead exclusion. If your property
includes at least ten contiguous acres of farm land, check yes.
15.
Check
yes if the buildings or structures are used primarily to:
a.
Produce or store farm products produced on
the farm for the purpose of commercial agricultural production.
b.
House
animals raised or maintained on the farm for the purpose of commercial
agricultural production.
c.
Store
agricultural supplies or machinery and equipment used on the farm in commercial
agricultural production.
16.
Check
yes if any farm buildings or structures receive an abatement of property tax
under any other law.
Change in Use
When
the use of a property approved as homestead or farmstead property changes so
that the property no longer qualifies for the homestead or farmstead exclusion,
property owners must notify the assessor within 45 days of the change in
use. If the use of your property
changes and you are not sure if it still qualifies for the homestead or
farmstead exclusion, you should contact the assessor.
The assessor may select, randomly or otherwise,
applications to review for false or fraudulent information. Any person who files an application which
contains false information, or who does not notify the assessor of a change in
use which no longer qualifies as homestead or farmstead property, will:
·
Be
required to pay the taxes which would have been due but for the false
application, plus interest.
·
Be
required to pay a penalty equal to 10% of the unpaid taxes.
·
If
convicted of filing a false application, be guilty of a misdemeanor of the
third degree and be sentenced to pay a fine not exceeding $2,500.
By signing and dating this form, the applicant is
affirming or swearing that all information contained in the form is true and
correct.
Applications must be filed before March 1st
of each year. Please return to:
For Questions on the Homestead or Farmstead
Exclusion, please contact your local tax collector or the York County Assessment office at 717-771-9232,
office hours 8:00 to 4:30, Monday through Friday.