Senior Tax Exemption
School Parcel Taxes
Most school districts in the valley have recently passed parcel taxes with built-in exemptions for Seniors who live in their districts. This means that Seniors meeting the following *criteria can file for the exemption and not have to pay the added tax.
*CRITERIA: (1) You must be 65+ years of age; (2) You must own the property; and, (3) You must live in the property.
IF YOU DO NOT FILE YOU WILL HAVE TO PAY THE TAX.
The amount you save will depend on the school district where you live.
Here are some of the districts that have the Senior Exemption provision in their Parcel Tax measures:
EXEMPTION FORMS AVAILABLE HERE,
JUST CLICK THE LINK FOR YOUR SCHOOL DISTRICT(S):
San Jose Unified - $72/yr. Savings (8 years = $576 total)
Union Elementary - $96/yr. Savings
Campbell Union High School - $85/yr. Savings
Los Gatos Union (Elementary) - $290/yr. Savings
Los Gatos-Saratoga Joint (High School) - $49/yr. Savings
Moreland (Elementary) School District - $142/yr. Savings
Oak Grove (Elementary) - $68/yr. Savings
Evergreen (Elementary) - $100/yr. Savings
Cupertino (Elementary) - $250/yr. Savings
Fremont Union High School District - $98/yr. Savings
FOR A LIST OF ALL DISTRICTS IN SANTA CLARA COUNTY WITH SENIOR EXEMPTIONS
HOW TO FIND YOUR SCHOOL DISTRICT:
1. Call the District you think is yours & ask, or …
2. Click School Site Locator and enter your address in the search box at the top of the page. Within the San Jose Unified School District(SJUSD) you will see the names of your home schools. Outside SJUSD you will see the names of the elementary & high school districts. To get your Exemption Forms click the link for your district above.
3. If your home is located in more than one district, i.e. Union Elementary & Campbell Union High School, you Must apply to each district separately.
PROTECT YOURSELF !!!
“REDACT”(BLACK-OUT) ANY INFORMATION ON SUPPORTING DOCUMENTS(Drivers Lic. #s, Medicare cards-Social Security #s, etc.)THAT COULD BE USED FOR IDENITY THEFT.
FILE THE APPLICATION ALONG WITH ANY SUPPORTING DOCUMENT COPIES BEFORE THE DISTRICT DEADLINE. DEADLINE DATES VARY BY DISTRICT & ARE USUALLY SHOWN ON THE APPLICATION FORM. CALL THE INDIVIDUAL DISTRICT IF YOU HAVE QUESTIONS.
Recent Mercury News Article on "School Districts Darg Feet on Tax Exemption"
Information provided as a public service by:
Rich Crowley, Better Homes & Gardens – Ventura Barnett Properties (408)256-4221
Real Estate Broker, GRI, CRS, SRES (Senior Real Estate Specialist), Realtor Emeritus