Form Rp 467 PDF Details

Embedded within the structures of tax relief efforts, the RP-467 form serves as a crucial bridge for senior citizens in New York State aiming to alleviate some of the financial pressures tied to property taxes. Administered by the New York State Department of Taxation and Finance's Office of Real Property Tax Services, this application facilitates partial tax exemptions specifically designed for the real property of senior citizens. Moreover, it inherently qualifies applicants for the Enhanced School Tax Relief (STAR) exemption without necessitating a separate application for STAR, provided eligibility is clear from the RP-467 form itself. A noteworthy aspect of this form is its comprehensive approach to documenting eligibility, requiring detailed personal information, ownership and residency confirmation, income details, and specific conditions under which exemptions can apply, such as medical care situations or property usage. Additionally, the form opens the door to further deductions based on local options, addressing unreimbursed medical expenses and veterans' disability compensations, thereby tailoring the tax relief measures to the intricate financial landscapes these seniors navigate. It underscores the necessity for timely submission to local assessors and not directly to the Office of Real Property Tax Services, spotlighting the localized dimension of property tax exemptions. It encapsulates a blend of state-wide policy and local discretion, showing a targeted effort to support seniors in maintaining their residences amidst rising living costs.

QuestionAnswer
Form NameForm Rp 467
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesinstructions for form rp 467, municipalities, rp 467, lessees

Form Preview Example

RP-467 (11/09)

NEW YORK STATE DEPARTMENT OF TAXATION & FINANCE

OFFICE OF REAL PROPERTY TAX SERVICES

APPLICATION FOR PARTIAL TAX EXEMPTION FOR REAL PROPERTY OF

SENIOR CITIZENS (AND FOR ENHANCED SCHOOL TAX RELIEF (STAR) EXEMPTION)

NOTE: General information and instructions for completing this form are contained in RP-467-Ins

Persons who qualify for the senior citizens exemption are also deemed eligible for the enhanced school tax relief (STAR) exemption. No separate application for the STAR exemption (RP-425) need be filed unless the assessor cannot determine eligibility for enhanced STAR based on this application. Application must be filed with your local assessor by taxable status date. Do not file this form with the Office of Real Property Tax Services.

l. Name and telephone no. of owner(s)

2. Mailing address of owner(s)

____________________________________

______________________________________

____________________________________

______________________________________

Day No. (

) ______________________

______________________________________

Evening No. (

)____________________

______________________________________

E-mail address (optional)____________________________________________________________

3. Location of property (see instructions)

___________________________________________

________________________________________

Street address

Village (if any)

___________________________________________

________________________________________

City/Town

School District

Property identification (see tax bill or assessment roll)

Tax map number or section/block/lot___________________________________________________

4. Indicate documents submitted with application as proof of age of owners (See instruction #4):

Birth certificate

Baptismal certificate

Other (specify) ________________________

5.Date applicant(s) acquired ownership of property (see instruction #5): ________________________

6.Indicate document submitted with application as proof of ownership (See instruction #6):

Deed

Mortgage

Other (specify) _____________________________________

7. Do all the owners of the property presently occupy the premises as their legal residence?

Yes

No

 

If the answer to 7 is NO, is an owner receiving medical care as an in-patient in a residential health

care facility?

Yes

No

If answer is YES, specify name and location of the facility. ________________________________

________________________________________________________________________________

If answer to 7 is NO, is the non-resident owner the spouse or former spouse of the resident owner and

is he or she absent from the residence due to divorce, legal separation or abandonment? Yes

No

If answer is NO, explain. ___________________________________________________________

________________________________________________________________________________

8. Is any portion of the property used for other than residential purposes (commercial, professional

office, etc.)?

Yes

No

If answer is Yes, explain such use and describe the portion that is so used.

RP-467 (11/09)

2

9.Income of each owner and spouse of each owner for the calendar year immediately preceding date of application MUST be set forth. (Attach additional sheets if necessary; see instruction #9 for income to be included.)

Name of owner(s)

 

Source of income

 

Amount of income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of spouse (s) if

 

Source of income

not owner of property

 

of spouse(s)

 

 

 

 

 

 

 

 

 

Subtotal income of owner(s) and spouse (s)

10.Of the income specified in #9 how much, if any, was used to pay for an owner’s care in a residential health care facility? (See instruction #10) (Attach proof of amount paid: enter zero if not applicable.)

Subtotal income of owner(s) and spouse(s) [#9 minus #10]

“Local Option Only”

11.If a deduction for unreimbursed medical and prescription drug expenses is authorized by any of the municipalities in which the property is located (see instructions #11), complete the following:

(a)Medical and prescription drug costs;

(b)Subtract amount of (a) paid or reimbursed by insurance:

(c)Unreimbursed amount of (a) (attach proof of expenses and reimbursement, if any; enter zero if option not available):

Subtotal income of owner (s) and spouse (s) [#10 minus #11 (c)]

“Local Option Only”

12.If a deduction for veteran’s disability compensation is authorized by any of the municipalities in which the property is located (see instruction #12), complete the following:

Veteran’s disability compensation received (attach proof, enter zero if not applicable)

Amount of income of spouse(s)

$ ___________________

$__________________

$__________________

$__________________

$__________________

$__________________

$__________________

$ __________________

Total income of owner(s) and spouse(s) [11(c) minus 12] $ __________________

RP-467 (11/09)

3

13.Did owner or spouse file a federal or New York State Income Tax return for the preceding year?

Yes

No

If answer is YES, attach copy of such return or returns.

(See instruction #13.)

14.Does a child (or children), including those of tenants or lessees, reside on the property and attend a

public school, grades K through 12?

Yes

No

If Yes, show name and location of school(s): __________________________________________

_______________________________________________________________________________

If Yes, was the child (or were the children) brought into the residence in whole or in substantial

part for the purpose of attending a particular school within the school district?

Yes

No

 

 

 

I certify that all statements made on this application are true and correct to the best of my belief and I understand that any willful false statement of material fact will be grounds for disqualification from further exemption for a period of five years and a fine of not more than $100.

Signature

Marital Status

Phone No.

Date

(If more than one owner, all must sign)

 

 

 

___________________________________

______________

____________________

____________

___________________________________

______________

____________________

____________

___________________________________

______________

____________________

____________

___________________________________

______________

____________________

____________

SPACE BELOW FOR USE OF ASSESSOR

Date application filed ____________________

Proof of age submitted

Proof of ownership submitted

Application approved

Application disapproved

Exemption applies to taxes levied by or for:

Town

_____%

County

_____%

School

_____%

Village

_____%

Assessor’s signature

Date

How to Edit Form Rp 467 Online for Free

Dealing with PDF documents online is always a piece of cake with this PDF tool. You can fill out rp 467 instructions here without trouble. To retain our editor on the cutting edge of efficiency, we strive to integrate user-oriented features and enhancements regularly. We're always looking for feedback - assist us with reshaping PDF editing. By taking a couple of simple steps, you may begin your PDF journey:

Step 1: Simply press the "Get Form Button" above on this page to launch our pdf editor. There you will find all that is required to work with your document.

Step 2: This tool will allow you to change almost all PDF forms in a variety of ways. Modify it by adding your own text, correct what is already in the file, and put in a signature - all doable within minutes!

It is actually easy to complete the pdf with this practical tutorial! Here's what you want to do:

1. Begin filling out the rp 467 instructions with a number of necessary blank fields. Gather all the necessary information and make sure absolutely nothing is missed!

Writing section 1 of nys form rp 467 instructions

2. After the previous part is finished, you're ready to add the required specifics in Date applicants acquired, Other specify, Mortgage, Deed, Yes, If the answer to is NO is an, Yes, If answer is YES specify name and, If answer to is NO is the, If answer is NO explain, Is any portion of the property, Yes, and office etc If answer is Yes in order to progress further.

Filling out part 2 of nys form rp 467 instructions

3. The following portion will be focused on Source of income, of spouses, Name of spouse s if, Name of owners not owner of, If a deduction for unreimbursed, Local Option Only, Subtotal income of owners and, Source of income Amount of income, Amount of income, and of spouses - fill in all of these blanks.

Step no. 3 in completing nys form rp 467 instructions

When it comes to Subtotal income of owners and and Name of owners not owner of, be sure that you review things in this section. These two are certainly the most important fields in this page.

4. This next section requires some additional information. Ensure you complete all the necessary fields - Name of owners not owner of, If a deduction for unreimbursed, c Unreimbursed amount of a attach, Subtotal income of owner s and, Local Option Only, If a deduction for veterans, and Total income of owners and spouses - to proceed further in your process!

nys form rp 467 instructions completion process shown (stage 4)

5. Since you near the completion of this document, there are actually a few extra things to do. Specifically, RP Did owner or spouse file a, Yes, If answer is YES attach copy of, See instruction Does a child or, Yes, If Yes was the child or were the, Yes, If Yes show name and location of, I certify that all statements made, Phone No, and Date must all be done.

Date, If Yes was the child or were the, and RP Did owner or spouse file a of nys form rp 467 instructions

Step 3: Before moving forward, check that blanks have been filled out properly. When you are satisfied with it, press “Done." Sign up with us today and instantly gain access to rp 467 instructions, ready for download. All adjustments made by you are saved , which means you can customize the form at a later stage as required. When you work with FormsPal, you can certainly complete forms without having to get worried about personal data incidents or records being distributed. Our secure system ensures that your private details are stored safely.

Form Rp 467 isn’t the one you’re looking for?

Related Documents