How to apply for Real Estate Tax Relief for the Elderly & Disabled — Bath

Who it's for

Bath County offers real estate tax relief (exemption) for homeowners who are 65 or older or permanently disabled. Total household income must be $50,000 or less, and net worth (not counting the home) must be $200,000 or less. County Code Sec. 15-7 (Chapter 15 - Taxes and Fees PDF, published on the county site's Local Code page): full exemption for owners 65+ or permanently and totally disabled. Combined net financial worth 'shall not exceed two hundred thousand dollars ($200,000.00)', excluding the dwelling and up to ten acres. Annual affidavit filed with the Commissioner of the Revenue by May 1 (forms provided by the Commissioner's office; the COR page confirms 'Tax Relief Application Due Date: May 1st'). Apply through the local commissioner of the revenue or assessment office.

What you'll need

• Proof of age or permanent disability
• Income documentation for all household members
• Statement of assets/net worth (excluding the home)
• Proof the home is the primary residence in Bath County

Where to apply

What to say when you call

“Hello, I'm calling to ask about Real Estate Tax Relief for the Elderly & Disabled — Bath. I'd like to know whether I may qualify, what documents I need, and whether I can apply online, by mail, by phone, or in person. I understand I may need proof of age or permanent disability, income documentation for all household members, statement of assets/net worth (excluding the home) — is anything else required? What is the best next step?”

Tip: have a pen ready, ask for the person's name, and write down any case or reference number they give you.

Renewals

annual