Short Form: Property Tax Exemption For Seniors - 2017 Page 2
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3SENIOR PROPERTY TAX HOMESTEAD EXEMPTION
SHORT FORM
A property tax exemption is available to qualifying senior citizens
residence was destroyed or otherwise rendered uninhabitable by a
and the surviving spouses of those who previously qualified. There
natural disaster.
are three basic requirements to qualify: 1) The qualifying senior
The completed form must be submitted to the county assessor’s
must be at least 65 years old on January 1 of the year in which he or
office no later than July 15. If not filed by July 15, the assessor
she applies; 2) The qualifying senior must be the property owner of
must accept late applications through August 15. However,
record and must have been so for at least 10 consecutive years prior
applicants who file after July 15 will not have appeal rights.
to January 1; and 3) The qualifying senior must occupy the property
You only need to apply for the exemption once and it
as his or her primary residence and must have done so for at least
remains in effect for subsequent years, as long as the
10 consecutive years prior to January 1.
property ownership and occupancy do not change. Your
For those who qualify, 50 percent of the first $200,000 of actual
county assessor has a brochure with additional information.
value of the applicant’s primary residence is exempted. The
Short Form Qualifications
state will reimburse the county treasurer for the lost revenue.
An applicant or married couple can apply for the exemption on
The application deadline for the attached Short Form is July 15.
only one property and that property must be his or her primary
The form can be used by applicants who meet each of the
residence. Married couples and individuals who apply for the
following requirements.
exemption on multiple properties will be denied the exemption
Age Requirement: You are 65 years old or older as of
on each property.
January 1 of the year for which you are seeking exemption.
For the purpose of the exemption, “primary residence” is the
Ownership Requirement: You are the current owner of
place at which a person’s habitation is fixed. A person can have
record and you have owned the property for at least
only one primary residence at a time.
If the applicant is
10 consecutive years prior to January 1 of the tax year for
registered to vote, the address used for voter registration is
which you are seeking the exemption. You do not have to
considered the primary residence.
If the applicant is not
be the sole owner of the property. You can own it with
registered to vote, the address listed on automobile registrations,
your spouse or with someone else. You can also own a life
income tax returns, or other legal documents may be considered
estate in the property.
evidence of the place of primary residency.
If Your Spouse is/was the Owner of Record: For the
The property must be classified by the county assessor as
purpose of the exemption, you are also considered an owner
residential.
If the applicant owns a multiple dwelling unit
of the property for periods during which your spouse was
property, the exemption will only be granted to the unit
the owner of record, if, during those periods, your spouse
occupied by the applicant as his or her primary residence.
and you were married and your spouse also occupied the
property as his or her primary residence.
The social security numbers of the applicant and each
additional person who occupies the property as his or her
Occupancy Requirement:
You occupy the property as
primary residence are required by law, §§ 39-3-205(2)(a)(I) and
your primary residence, and you have done so for at least
(III), and 8-2-128(2), C.R.S. They are used to ensure that no
10 consecutive years prior to January 1 of this year.
individual or married couple receives the exemption on more
than one property.
Long Form Qualifications
Two application forms have been created for the exemption.
If you qualify based on one or more of the following statements,
The attached Short Form is intended for qualifying seniors who
you must use the long application form. The Long Form can be
meet each of the requirements stated above, including those who
obtained from your county assessor. The deadline for applying
meet the ownership requirement through ownership by their
is July 15.
spouse. The Long Form must be used by individuals applying
Surviving Spouse Option: Did your spouse apply for and
under the surviving spouse option and for applicants who fall
receive the exemption on your residence prior to passing away?
within certain exceptions to the occupancy and ownership
Could your spouse have received the exemption on your
requirements.
residence had he or she applied? If so, you qualify as the
The surviving spouse of an individual who previously qualified
surviving spouse if each of the following statements is true:
is someone who was married to a senior who met each of the
On January 1 of this year, your husband or wife met the
application requirements on January 1 of the year of application.
age, ownership, and occupancy requirements stated above
Qualifications for the surviving spouse option are listed under
under “Short Form Qualifications.”
“Long Form Qualifications.”
You currently occupy the property as your primary
Exceptions to the occupancy and ownership requirements are as
residence, and you did so with your spouse.
follows: 1) Ownership has been transferred to or purchased by a
trust, corporate partnership or other legal entity solely for estate
The property has been owned by you and/or your spouse
planning purposes; 2) The qualifying senior or his or her spouse
for at least 10 consecutive years prior to January 1 of this
was or is confined to a nursing home, hospital or assisted living
year to present.
facility; 3) The prior residence was condemned in an eminent
If your husband or wife passed away prior to January 1,
domain proceeding by a government entity; or 4) The prior
review the Surviving Spouse Option to see if you qualify.
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