Information for Disability & Limited Income Exemption


Town of Elbridge Assessor’s Office
5 Route 31 • PO Box 568 • Jordan, NY 13080-0568
Phone: 315/689-7405   Fax: 315/689-3122
Lawrence E. Fitts, Sole Assessor


TO:               Resident Disability and Limited Income Property Owners

FROM:          Elbridge Assessor’s Office

RE:               Disability and Limited Income Exemption

Onondaga County, the School Districts, and the Town of Elbridge all have passed a resolution granting the Disability and Limited Income Exemption.  The application and required information must be returned to our office by the weekday of March 1st  or the first Monday of March [which ever comes first].  Completed applications received after this date will not be reviewed until the following year.  The application must also be accompanied with a copy of the “Award Letter of Entitlement” to Disability, as well as copies of your income, and proof of residency [a copy of your driver’s license and 1st page of your NYSE&G bill].  This application could affect School, Town and County Taxes.

Be sure to answer all questions and send copies as well as list all of your income received for the year filing in Section 9.  You must use your prior years income.  (Ex.: Filing the application in 2006 or by March 1, 2006, you will use your 2004 (if you file a tax return) or 2005 (if you don’t file a tax return, using all your year end income statements or you may use your 2005 tax return if completed by March 1st).  If you are unsure of what you need to send/bring, call or come into our office during office hours and bring all your income information, we will be glad to go through it with you.  Please note that items 10 & 11 DO NOT APPLY.

If you are a married property owner you have to show combined income.  The law reads,  “The combined income of all of the owners, and of any owners’ spouse residing on the premises, for the income tax year ¼”.  If you file a Federal or New York State Tax Return we will need a copy of one of those forms along with copies of any schedules [B, C, E, F] attached to your tax return, and a copy of your Social Security Benefits Year End Statement.  If you did not file any type of tax return include copies of all sources of income and/or year end income statements received for the year filing.  The exemption is based on percentage of a sliding scale basis per combined income.  Each taxing jurisdiction sets their own income limits.  Should at some point you qualify for a Senior Citizen Exemption you would no longer qualify for a Disability Exemption.

On the form be sure to read and complete all Sections and Statements, including your signature and phone number.  If you reside elsewhere during any part of the year also include that mailing address and phone number as well.  You may bring your information in during business hours or mail the form to:

Assessor’s Office
Town of Elbridge
PO Box 568
Jordan, NY   13080-0568

If you qualify for the exemption it will automatically be applied to your tax bill starting with the next School Tax billing.  You may give us a call after May 1st if you want to verify for yourself.  Once you qualify for this exemption it is an Annual Renewal at which point this office will mail renewal forms to you each year.  However, if you do not qualify you will be mailed a notice from our office no later than mid-May stating the reason why you do not qualify.

Should we have any questions after receiving your application, we will contact you.  If you have any questions our office is open Monday through Thursday from 9AM to 12PM and 1PM to 4:30PM or you may call us at 315/689-7405.

 

Instructions: http://www.orps.state.ny.us/ref/forms/pdf/rp459cins.pdf

Application: http://www.orps.state.ny.us/ref/forms/pdf/rp459c.pdf