Real property shall be exempt from taxation
to the extent provided in the schedule herein, if it is owned by one
or more persons with disabilities or if it is owned by a husband,
wife, or both, or by siblings, at least one of whom has a disability,
and whose income, as hereafter defined, is limited by reason of such
disability. Such real property shall be exempt from taxation to the
extent of 50% of the assessed valuation thereof, as hereinafter provided.
[Amended 3-22-2007 by L.L. No. 2-2007]
Real property tax exemptions for persons with
disabilities are linked to annual income and based on a percentage
of assessed valuation of property as indicated in the table that follows.
Annual Income
Tentative Assessment Roll
|
---|
2007
|
2008
|
2009
|
2010
|
Percentage Assessed Value Exemp
From Taxation
|
---|
$26,000 or less
|
$27,000 or less
|
$28,000 or less
|
$29,000 or less
|
50%
|
$26,001 to $27,000
|
$27,001 to $28,000
|
$28,001 to $29,000
|
$29,001 to $30,000
|
45%
|
$27,001 to $28,000
|
$28,001 to $29,000
|
$29,001 to $30,000
|
$30,001 to $31,000
|
40%
|
$28,001 to $29,000
|
$29,001 to $30,000
|
$30,001 to $31,000
|
$31,001 to $32,000
|
35%
|
$29,001 to $29,900
|
$30,001 to $30,900
|
$31,001 to $31,900
|
$32,001 to $32,900
|
30%
|
$29,901 to $30,800
|
$30,901 to $31,800
|
$31,901 to $32,800
|
$32,901 to $33,800
|
25%
|
$30,801 to $31,700
|
$31,801 to $32,700
|
$32,801 to $33,700
|
$33,801 to $34,700
|
20%
|
$31,701 to $32,600
|
$32,701 to $33,600
|
$33,701 to $34,600
|
$34,701 to $35,600
|
15%
|
$32,601 to $33,500
|
$33,601 to $34,500
|
$34,601 to $35,500
|
$35,601 to $36,500
|
10%
|
$33,501 to $34,400
|
$34,501 to $35,400
|
$35,501 to $36,400
|
$36,501 to $37,400
|
5%
|
For purposes of this article, the
following terms shall have the meanings indicated:
PERSON WITH DISABILITY
One who has a physical or mental impairment, not due to current
use of alcohol or illegal drugs, which substantially limits such person's
ability to engage in one or more major life activities, such as caring
for one's self, performing manual tasks, walking, seeing, hearing,
speaking, breathing, learning and working, and who is: certified to
receive Social Security Disability Insurance (SSDI); certified to
receive Railroad Retirement Disability benefits under the Federal
Railroad Retirement Act; or has received a certificate from the State
Commission for the Blind and Visually Handicapped stating that such
person is legally blind. An award letter from the Social Security
Administration or the Railroad Retirement Board or a certificate from
the State Commission for the Blind and Visually Handicapped shall
be submitted as proof of disability.
SIBLING
A brother or a sister, whether related through half blood,
whole blood, or adoption.
Any exemption provided by this article shall be computed after all other partial exemptions allowed by law have been subtracted from the total amount assessed; provided, however, that no parcel may receive an exemption pursuant to both this article and Article
IV, Senior Citizens Exemption, of this chapter, as amended.
No exemption shall be granted:
A. If the income of the owner or the combined income
of the owners of the property making application for exemption, for
the income tax year immediately preceding the date of making application
for exemption, exceeds the sum of $29,900. “Income tax year”
shall mean the twelve-month period for which the owner or owners filed
a federal personal income tax return or, if no such return is filed,
the calendar year. Where title is vested in either the husband or
the wife, their combined income may not exceed such sum, except where
the husband or wife, or ex-husband or ex-wife is absent from the property
due to divorce, legal separation or abandonment, then only the income
of the spouse or ex-spouse residing on the property shall be considered
and may not exceed such sum. Such income shall include social security
and retirement benefits, interest, dividends, total gain from the
sale or exchange of a capital asset which may be offset by a loss
from the sale or exchange of a capital asset in the same income tax
year, net rental income, salary or earnings, and net income from self-employment,
but shall not include a return of capital, gifts, inheritances or
money earned through employment in the federal foster grandparent
program, and any such income shall be offset by all medical and prescription
drug expenses actually paid which were not reimbursed or paid for
by any insurance. In computing net rental income and net income from
self-employment, no depreciation deduction shall be allowed for the
exhaustion, wear and tear of real or personal property held for production
of income; or
B. Unless the real property is the legal residence of
and is occupied in whole or in part by the disabled person; except
where the disabled person is absent from the residence while receiving
health-related care as an inpatient of a residential health care facility,
as defined in New York Public Health Law § 2801, provided
that any income accruing to that person shall be considered income
for purposes of this section only to the extent that it exceeds the
amount paid by such person or spouse or sibling of such person for
care in the facility.
Application for such exemption must be made
annually by the owner, or all of the owners of the property, on forms
prescribed by the State Board, and shall be filed in the office of
the Assessor for the City of Troy on or before June 1 of each year;
provided, however, proof of a permanent disability need be submitted
only in the year exemption pursuant to this article is first sought
or the disability is first determined to be permanent.
At least 60 days prior to the appropriate taxable
status date, the Assessor shall mail, to each person who was granted
exemption pursuant to this article on the latest completed assessment
roll, an application form and a notice that such application must
be filed on or before June 1, and be approved, in order for the exemption
to continue to be granted. Failure to mail such application form or
the failure of such person to receive the same shall not prevent the
levy, collection and enforcement of the payment of the taxes on property
owned by such person.
Notwithstanding any other provision of law to the contrary, the provisions of this article shall apply to real property held in trust solely for the benefit of a person or persons who would otherwise by eligible for a real property tax exemption, pursuant to §
257-21 of this article, were such person or persons the owner or owners of such real property.