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

Who it's for

Shenandoah County offers real estate tax relief (mixed) for homeowners who are 65 or older or permanently disabled. Total household income must be $40,000 or less, and net worth (not counting the home) must be $150,000 or less. County Code section 146-20 'Tax Relief for the Elderly': exemption or deferral. First $7,000 of each non-spouse relative's income excluded; net worth excludes the dwelling and up to five acres. Exemption brackets: $0.01-$30,000 = 100%, to $32,500 = 80%, to $35,000 = 60%, to $37,500 = 40%, to $40,000 = 20%; the page caps the exempted amount with the (sic) text 'one thousand dollars ($1500)'. Apply by March 1 with the Commissioner of the Revenue, 600 North Main Street, Suite 104, Woodstock (540-459-6174). The page does not state the qualifying age (the program title and disability proof requirements are stated; age 65 is not printed on this page, so age is left null). 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 Shenandoah 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 — Shenandoah. 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