Montana 2023 Regular Session

Montana House Bill HB970

Introduced
3/28/23  

Caption

Provide a property tax exemption for certain owner-occupied residential property

Impact

If enacted, HB 970 would require that a property tax exemption application be filed annually by March 1 for the tax year in which the exemption is sought. The requirement for a ten-year ownership before eligibility would benefit long-term homeowners, particularly seniors, by providing them with a means to alleviate financial pressures associated with rising property taxes. This could lead to stability in the housing market for older residents who are intending to remain in their homes.

Summary

House Bill 970 aims to provide property tax exemptions for certain residential properties occupied by owners aged 55 years or older. To qualify for this exemption, the property must be owned and occupied as a primary residence for a minimum of ten years. The value of the exemption is calculated based on the increase in market value from a specified base year, meaning homeowners can have significant tax relief on appreciating property values, provided they meet all eligibility criteria.

Contention

The bill may generate discussion about how it differentiates between established long-term residents, and the potential impact on the state’s revenue from property taxes. While supporters argue that the bill is a necessary step to provide financial relief to senior homeowners, critics might raise concerns regarding the implications for public services funding, especially in communities dependent on property tax revenues. There's also the aspect of potential favoritism toward certain demographics, which can lead to debates about fairness in tax exemptions.

Companion Bills

No companion bills found.

Previously Filed As

MT HB461

Provide exemption for certain owner-occupied residential property owned by persons 67 or older

MT HB476

Provide for property tax exemption for certain residential property

MT SB85

Provide property tax relief to certain senior owners of owner-occupied single-family dwellings.

MT SB287

Authorize a property tax freeze for certain owner-occupied homes

MT HB156

Authorize a property tax freeze for certain owner-occupied homes

MT HB263

Authorize a property tax freeze for certain owner-occupied homes

MT SB81

Authorize a property tax freeze for certain owner-occupied homes

MT H1259

Property Tax Benefits for Residential Properties

MT HB655

Authorize property tax freeze for certain owner-occupied homes

MT SB206

Authorize property tax reduction for certain owner-occupied homes

Similar Bills

CA AB2013

Property taxation: new construction: damaged or destroyed property.

CA AB1500

Property taxation: application of base year value: disaster relief.

CA AB245

Property taxation: application of base year value: disaster relief.

DC B25-0486

Uniform Community Property Disposition at Death Act of 2023

CA SB964

Property tax: tax-defaulted property sales.

CA SB603

Property taxation: transfer of base year value: disaster relief.

CA SB1091

Property taxation: transfer of base year value: disaster relief.

HI HB1398

Relating To Property.