Massachusetts 2023-2024 Regular Session

Massachusetts House Bill H2974

Introduced
2/16/23  

Caption

Relative to senior property tax deferral

Impact

This legislation is expected to significantly impact state laws regarding property tax exemptions and deferrals. By formalizing a structure for property tax deferral based on age and income, it helps align state tax policies with the needs of an aging population. The new regulations would ensure that property tax liabilities do not force seniors to sell their homes, thereby providing a safety net for elderly residents. The bill also includes provisions for the board of assessors to notify property owners about deadlines for tax exemption applications, ensuring better communication around tax obligations.

Summary

House Bill 2974 aims to provide a framework for a property tax deferral program specifically targeting seniors aged 65 and older in Massachusetts. The bill seeks to amend Section 5 of Chapter 59 of the General Laws by introducing criteria for qualifying for tax deferral. It allows seniors who qualify under certain income limitations to defer property taxes on their primary residences. The amendment emphasizes that pensioners who occupy real estate are eligible as long as their income does not exceed a specified threshold, effectively seeking to lessen the financial burden on older homeowners who may find it difficult to meet tax obligations on fixed incomes.

Contention

While the bill has the potential to aid vulnerable populations, there may be some contention regarding its implementation. Critics might argue that without sufficient funding, the proposed exemptions could strain local tax revenue. Additionally, the bill's enforcement mechanisms and the income thresholds set for eligibility may face scrutiny, as stakeholders evaluate their adequacy in meeting the needs of a diverse senior population. Discussions could also arise about balancing property tax needs with the financial sustainability of local governments.

Companion Bills

MA S2368

Similar To Relative to property tax deferral for seniors in the city of Taunton

MA H2818

Similar To Relative to senior property tax deferral

MA S2517

Similar To Establishing a senior property tax deferral program in the city of Taunton

MA H4841

Similar To To preserve special needs trusts for disabled seniors

MA H4727

Replaced by Study Order

Previously Filed As

MA H3272

Relative to senior property tax deferral

Similar Bills

CA SB964

Property tax: tax-defaulted property sales.

CA SB561

Fallen Leaf Lake Community Services District: State audit.

CA AB1317

Asset forfeiture: human trafficking.

CA SB812

Property taxation: tax-defaulted property sales: minimum price.

HI HB2594

Relating To Real Property.

CA SB415

High-speed rail: rights-of-way.

HI HB2542

Relating To Real Property.

HI SB2617

Relating To Real Property.