Texas 2021 - 87th 3rd C.S.

Texas House Bill HB152

Caption

Relating to a temporary increase in the amount of the exemption of residence homesteads from ad valorem taxation by a school district, a temporary reduction in the amount of the limitation on school district ad valorem taxes imposed on the residence homesteads of the elderly or disabled to reflect the increased exemption amount, and a temporary protection of school districts against the resulting temporary loss in local revenue.

Impact

If passed, HB 152 will directly alter how property taxes are levied on the homes of elderly and disabled individuals in Texas. With a significant increase in tax exemptions, these individuals may experience a more favorable financial landscape, potentially alleviating the economic pressure of rising property taxes. Conversely, this shift raises concerns regarding the fiscal health of school districts, as they could face substantial revenue losses derived from property taxes that help fund education and services. The bill includes measures to provide additional state funds to mitigate potential deficits in local funding.

Summary

House Bill 152 proposes a temporary increase in the exemption amount for residence homesteads from ad valorem taxation by school districts. Specifically, it seeks to enhance the existing tax exemptions for property owners who are elderly or disabled while also protecting school districts from potential revenue losses resulting from these changes. Effective January 1, 2024, the proposed legislation stipulates that the exempted amount increases to $105,000 for qualifying individuals, while also ensuring that the impacts on local revenue are mitigated through additional state aid.

Conclusion

Overall, HB 152 represents a critical legislative effort to address the financial burdens faced by elderly and disabled homeowners while balancing school districts' funding needs. The bill aims to create a supportive environment for maintaining residency among vulnerable populations but highlights the ongoing tension between local government revenue generation and tax relief measures in the broader context of state educational policy.

Contention

Discussions surrounding HB 152 encapsulate a divide among stakeholders. Proponents, especially advocates for the elderly and disabled, argue that the increased exemptions enhance equity by helping vulnerable populations maintain their homes amidst escalating property taxes. However, critics argue that the potential financial strain on school districts may lead to budget shortfalls that compromise educational funding. There is also apprehension about the dependency on state aid to buffer these losses, with concerns that such a model may not be sustainable in the long term.

Companion Bills

TX HJR22

Enabling for Proposing a constitutional amendment to appropriate money from the economic stabilization fund to the foundation school fund and use the money to finance a temporary increase in the amount of the exemption of residence homesteads from ad valorem taxation by a school district and a temporary reduction in the amount of the limitation on school district ad valorem taxes imposed on the residence homesteads of the elderly or disabled to reflect the increased exemption amount.

Similar Bills

TX HB862

Relating to the transfer of the limitation on school district, county, municipal, or junior college district ad valorem taxes on the residence homestead of a person who is elderly or disabled to a subsequent homestead of that person.

TX HB3315

Relating to an adjustment of the limitations on school district, county, municipal, and junior college district ad valorem taxes on residential homesteads of elderly and disabled persons and their surviving spouses.

TX SB32

Relating to the calculation of a limitation on the total amount of ad valorem taxes that may be imposed by certain taxing units on the residence homestead of an individual who is elderly or disabled.

TX SB24

Relating to the calculation of a limitation on the total amount of ad valorem taxes that may be imposed by certain taxing units on the residence homestead of an individual who is elderly or disabled.

TX HB4478

Relating to the establishment of a limitation on the total amount of ad valorem taxes that a county may impose on the residence homesteads of individuals who are disabled or elderly and their surviving spouses.

TX HB1648

Relating to the establishment of a limitation on the total amount of ad valorem taxes that a county may impose on the residence homesteads of individuals who are disabled or elderly and their surviving spouses.

TX HB2455

Relating to the limitation of certain special district tax on the homesteads of the disabled and elderly.

TX HB707

Relating to the establishment of a limitation on the total amount of ad valorem taxes that certain taxing units may impose on the residence homesteads of individuals who are disabled or elderly and their surviving spouses.