Completing The Claim Form Instruction (Page 2 of 9) in pdf

Completing The Claim Form Instruction Page 2

Disability

If you are disabled but less than 62 years of age, check the box on line

11. See "Required Documentation" for acceptable proof of disability.

Proof of disability is required for each year you file for tax

postponement.

Line 12 – As of December 31, 2000, have you and all other recorded owners,

except spouse and direct-line relatives, owned and occupied as

your principal place of residence the property for which taxes are

to be postponed?

Direct-line relatives are defined as the claimant’s and spouse’s parents,

children and grandchildren, and their spouses.

If you own your

property with anyone other than a direct-line relative, all other

recorded owners must also occupy the residence and be at least 62

years of age or blind or disabled. Their income, together with yours,

must not have exceeded $24,000 for calendar year 2000. However, if

you applied and qualified for property tax postponement for the 1983-

84 tax year, your income must not have exceeded $34,000 for calendar

year 2000.

A claimant will not lose eligibility for postponement if he or she is

temporarily confined to a hospital or medical institution for medical

reasons if the residential dwelling was the principal place of residence

immediately prior to such confinement and the residence is not rented.

Check the “Transfer” box if you have postponed taxes on a home you

owned and occupied on December 31, 2000, and you sold that home

and purchased another between January 1 and December 31, 2001.

You may qualify to postpone the property taxes on the new home. (See

"Program Description".)

Check the appropriate box. If you check “No,” stop here; you do not

qualify for property tax postponement.

Line 13 – Date You Purchased Your Home

Enter, to the best of your knowledge, the date you purchased your

home.

Line 14 – Total Amount of Liens, Deeds of Trust, Mortgages, or Other

Encumbrances Recorded Against Your Home (Do not include the

property tax postponement lien.)

Enter, to the best of your knowledge:

Loan balance(s) on your home

Abstracts of judgement amounts

Federal and/or state income tax liens

Total (enter on line 14)

Line 15 – Is your residence held in a trust?

Completing The Claim Form Instruction Page 2