FELIPE A. FUENTES JR.

SANTA CRUZ COUNTY ASSESSOR

SENIOR PROPERTY VALUATION PROTECTION INFORMATION

PURPOSE:  To freeze full cash value of a primary residence owned by seniors based on income and age.

Requirements for Applicant:

•   Must be on title of property and a minimum of age 65

•   Property must be primary residence for a minimum of two years.  Rental property does not qualify.  Primary residence is defined as a residence occupied by the taxpayer (applicant) for an aggregate of nine months of the calendar year.  A taxpayer can have only one primary residence.

•   All sources of income from all owners, including taxable and nontaxable monies, cannot exceed $30,576 per year for a single owner or $38,220 per year for two or more owners.

Documents Required  With Application:

•   Proof of age eligibility – Birth certificate, Passport or Driver’s License.

•   Proof of residency-Driver’s License, State issued ID card or Voter Registration, etc.

•   Proof of property ownership-Valuation Notice, Tax Bill or Deed.

•   Proof of all income-Interest, Dividends, Social Security, Retirement, Pension, Wages, Salaries, Annuities, Alimony, Disability, Unemployment or Public Benefit Statements & Copy of Previous Year’s Income Tax Returns.

(Income information will be used by this office for verification only and will be considered confidential)

Qualified persons MUST RENEW application EVERY 3 YEARS

Renewal applications will be sent 6 months prior to renewal date.