Real property owned by one or more persons with
disabilities, or real property owned by a husband, wife or both, or
by siblings, at least one of whom has a disability, and whose income,
as hereinafter defined, is limited by reason of such disability, shall
be exempt from taxation as hereinafter provided.
As used in this article, the following terms
shall have the meanings indicated:
PERSON WITH A DISABILITY
One who has a physical or mental impairment, not due to current
use of alcohol or illegal drug use, 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) or Supplemental
Security Income (SSI) benefits under the Federal Social Security Act;
or is 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.
SIBLING
A brother or a sister, whether related through half blood,
whole blood or adoption.
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.
Any exemption provided by this section 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 for the same municipal tax
purpose pursuant to both this section and § 467 of the Real
Property Tax Law.
Exemption from taxation for school purposes
shall not be granted in the case of real property where a child resides
if such child attends a public school or elementary or secondary education.
No exemption shall be granted:
A. If the income of the owner or the combined income
of the owners of the property for the income tax year immediately
preceding the date of making application for exemption exceeds the
sums provided by this article. "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
moneys 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 insurance, if the governing board of a municipality, after a public
hearing, adopts a local law, ordinance or resolution providing therefor.
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 the production of income.
B. Unless the property is used exclusively for residential
purposes; provided, however, that in the event that any portion of
such property is not so used exclusively for residential purposes
but is used for other purposes, such portion shall be subject to taxation
and the remaining portion only shall be entitled to the exemption
provided by this section.
C. 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 § 2801 of the Public Health Law, 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 such Assessor's
office on or before the appropriate taxable status date; provided,
however, that proof of a permanent disability need be submitted only
in the year exemption pursuant to this section is first sought or
the disability is first determined to be permanent.
Notwithstanding any other provision of law to the contrary, the provisions of this section shall apply to real property held in trust solely for the benefit of a person or persons who would otherwise be eligible for a real property tax exemption, pursuant to §
148-18 of this article, were such person or persons the owner or owners of such real property.
[Amended 8-28-2023 by L.L. No. 5-2023]
The exemption is as follows:
Annual Income
|
Percentage Assessed Valuation Exempt
from Taxation
|
---|
Up to $30,000
|
50%
|
$30,000.01 to $30,999.99
|
45%
|
$31,000 to $31,999.99
|
40%
|
$32,000 to $32,999.99
|
35%
|
$33,000 to $33,899.99
|
30%
|
$33,900 to $34,799.99
|
25%
|
$34,800 to $35,699.99
|
20%
|
$35,700 to $36,599.99
|
15%
|
$36,600 to $37,499.99
|
10%
|
$37,500 to $38,399.99
|
5%
|
The meanings of words and expressions as used
in this article shall be identical to their meanings as used in § 459-c
of the Real Property Tax Law of the State of New York, as the same
may be amended from time to time.