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

Who it's for

City of Harrisonburg offers real estate tax relief (exemption) for homeowners who are 65 or older or permanently disabled. Total household income must be $55,000 or less, and net worth (not counting the home) must be $100,000 or less. Sliding-scale exemption by combined gross income: $0-$35,000 = 100%; $35,001-$40,000 = 80%; $40,001-$45,000 = 60%; $45,001-$50,000 = 40%; $50,001-$55,000 = 20%. Net worth cap: 'shall not exceed one hundred thousand dollars (100,000.00)' excluding the residence and up to one acre. File by May 1; relief begins July 1 (City Code Sec. 4-2-21 through 4-2-27). 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 City of Harrisonburg

Where to apply

What to say when you call

“Hello, I'm calling to ask about Real Estate Tax Relief for the Elderly & Disabled — Harrisonburg City. 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