Short Form: Property Tax Exemption For Seniors - 2017 Page 3
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1
2
3Exceptions to Ownership & Occupancy Requirements:
SHORT FORM INSTRUCTIONS
If Property is Owned by Trust, Corporate Partnership or
Note: For 1 and 3 below, you must include the name and social
Legal Entity: The ownership requirement may be satisfied
security number of each person who occupies the property as his
if your property is owned by a trust, a corporate partnership,
or her primary residence.
or other legal entity solely for estate planning purposes.
1.
Identify the qualifying senior and the property in this
You and/or your spouse must be the maker of the trust or a
section.
principal of the corporate partnership or legal entity. If the
property was not owned by the trust, corporate partnership
o The applicant’s Social Security number is required. For an
or other legal entity, it would be owned by you and/or your
explanation, please review 3 below.
spouse.
o Life estate – It is permissible for ownership to be held in a
or
life estate. If ownership is held in a life estate, checking the
If Confined to Healthcare Facility: The occupancy
life estate box will assist the assessor’s office in processing
requirement may be satisfied even though occupancy has
your application.
been interrupted by confinement of the applicant or spouse
2.
Age, occupancy, and ownership - In order to use the Short
to a nursing home, hospital or assisted living facility.
Form, all three questions in this section must be answered
While confined to the health care facility, the property
“True”. If any questions are “False”, please review the Long
was/is unoccupied, or it was/is occupied only by the spouse
Form Qualifications to see if you still qualify.
of the person confined or by a financial dependent.
or
3.
Pursuant to § 39-3-205(2)(a)(I) and (III), and 8-2-128(2),
C.R.S., the name and Social Security number of each individual
If Prior Residence was Condemned or Destroyed by a
who occupies the property must be listed on the application form.
Natural Disaster:
The ownership and occupancy
Names and social security numbers are used to ensure that no
requirements may be satisfied if the 10-year time frame was
individual or married couple applies for the exemption on more than
not met due to the condemnation of the prior residence by a
one property. The statute requires that the information be kept
governmental entity in an eminent domain proceeding, or if
If your husband or wife occupies the property, he or
confidential.
the prior residence was destroyed or otherwise rendered
she must be listed on the first line and identified as your spouse.
uninhabitable by a natural disaster. This exception applies
If more than three additional people occupy the property, you can
if you would still live in the prior residence had the event
attach an additional sheet with their names and social security
not occurred, and you would meet the 10-year ownership
numbers.
and occupancy requirements for that property or you would
qualify as a surviving spouse for that property, and you
4.
You must sign and date the form. If the form is signed on
have not been the owner and occupier of any other
behalf of the applicant by a guardian, conservator, or attorney-in-
residence since the time of the event.
fact, that person must provide documentation of his or her
or
authority in the form of a court order or power of attorney. If
there is a contact person other than the applicant, please provide
Surviving Spouse Option, Spouse Passed Away Prior to
the name and telephone number of that person.
January 1: If your spouse passed away prior to January 1,
you can still qualify if your spouse met the requirements
If you have any questions, please contact your county
stated in “Short Form Qualifications” on January 1, 2002,
assessor’s office.
or on any January 1 thereafter, and you otherwise meet the
requirements for the surviving spouse option.
Montezuma County Assessors Office
Disabled Veterans Exemption
140 W. Main St., Suite 3
In 2006, voters amended Colorado’s Constitution to extend the
Cortez, Colorado 81321
senior exemption to disabled veterans. Qualifying veterans are
Phone: (970) 565-3428
those who have a 100 percent permanent disability rating from
Fax: (970) 565-1247
the federal Department of Veterans Affairs through disability
retirement benefits from a service-connected disability, who
have owned and occupied the property as their primary
residence since January 1. In 2014, Colorado’s Legislature
extended this exemption to the surviving spouse of a disabled
veteran who previously received the exemption.
Applications are available from the Colorado Department of
Military and Veterans Affairs at 1355 S. Colorado Blvd., Bldg.
C, Suite 113, Denver, CO 80222. Their telephone number is
303-284-6077.
You can also obtain forms from the
15-DPT-AR SE-004-01/17
Department’s web site at
or from the
web site of the Colorado Division of Property Taxation at
The filing deadline is July 1.
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