Assessor

CLAUSE 41C: SENIORS 65 AND OVER

Applications for a Clause 41C: Seniors 65 and over must be filed with the Board of Assessors on or before April 1.   An applicant must be 65 years old or over as of  July 1 of present calendar year or you are a surviving spouse who inherits the property, has occupied it for at least 5 years and who otherwise qualifies.  Gross receipts minus a social security allowance must be less than $20,000 if single, $30,000 if married, (The social security allowance changes annually). The whole estate less the value of the home except for the value of any portion which exceeds three dwelling units and produces income cannot exceed $40,000 if single, $55,000 if married. The exemption for this clause is $1,000.00.

Documentation is required that will disclose the financial circumstances of an applicant.  The following documents are required, but are not limited to:

Copy of Birth Certificate if it is the first year filing

GROSS RECEIPTS FROM ALL SOURCES IN PRECEDING CALENDAR YEAR.

Including:
• Federal and state income tax returns.
• Copy of Social Security Benefits Statement
• Copy of all retirement benefits
• Copies of interest and dividends received
• Any other monies received (public assistance, capital gains, gambling)

ASSETS: VALUE OF ALL PROPERTY OWNED ON JULY 1 OF THE PRESENT CALENDAR YEAR.

Including:
• Real Estate
• Copies of bank account statements, savings and checking
• Copies of statements stocks, bonds and securities
• Motor vehicles and trailers
• Any other personal property

Application must be filled out completely and additional documentation must be attached for the Assessors to review the application.

Please contact the Assessors’ Office at 508-476-4000, Ext. 353 if you have any questions regarding the Clause 41C: Senior exemption application process.