Fillable 2020 APPLICATION FOR RESIDENTIAL HOMESTEAD EXEMPTION

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2020 APPLICATION FOR RESIDENTIAL HOMESTEAD EXEMPTION

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2020 APPLICATION FOR RESIDENTIAL
HOMESTEAD EXEMPTION
Para asistencia en Español
llame al (817)284-4063
TAD USE ONLY – BAR CODE HERE
TAD USE ONLY – RECEIPT STAMP HERE
Return completed application to:
TARRANT APPRAISAL DISTRICT
EXEMPTION DIVISION
PO BOX 185579
FORT WORTH, TX 76181-0579
**ACCOUNT #:
**DAYTIME PHONE #:
DATE OF BIRTH:
*EMAIL ADDRESS:
PLEASE PROVIDE THE FOLLOWING:
There is no fee for filing an application. Failure to complete all applicable parts and attach all required documentation may result in denial of the exemption.
DUTY TO NOTIFY: If the chief appraiser grants the exemption(s), you do not need to reapply annually. You must reapply if the chief appraiser requires you to do so, or if you want the
exemption to apply to property not listed on this application. You must notify the chief appraiser in writing before May 1 of the year after your right to this exemption ends.
STEP 1 – THIS APPLICATION APPLIES TO THIS PROPERTY
**Legal description and street address
**Deed filing information (date, volume and page or instrument number)
MANUFACTURED HOME
_________________________________ _________________________________ __________________________
Make Model ID Number
(see important information page for required documentation)
STEP 2 – MARITAL STATUS
Is the owner of the property: a Married Couple a Single Person Separate Individuals
If separate individuals, each occupant must make application. % Ownership Interest __________
STEP 3 – OWNER INFORMATION
Do you own and live in the property for which you are seeking this residence homestead exemption? Yes _____ No _____
On what day did you begin occupying this property as your principal residence? (MM/DD/YYYY) ______________________
Are you claiming a homestead exemption on another property? Yes _____ No _____
If ‘Yes’, please provide the address of the other property: ____________________________________________________________________________
Do you own other residential property in Texas? Yes_____ No _____
If yes, please list the county(ies) and address(es) of location: ____________________________________________________________________________
If the property is in Tarrant County, the exemption will be removed and applied to this property. If it is not, documentation from the other appraisal district must be sent
with this application verifying removal.
Heir Property: Is the applicant identifi
ed on deed or other recorded instrument? Yes_____ No_____
If
yes, provid
e the Cour
t record/fil
ing number
on recorde
d deed or
other recor
ded instrum
ent ______
________
_________
______
If
no, requir
ed documen
tation mu
st be provid
ed. (see im
portant inf
ormation p
age)
Is the property for which this application is submitted an heir property? (see important information page) Yes_____ No_____
D
o other he
ir property
owners occ
upy the pr
operty? Ye
s_____(aff
idavits requ
ired) N
o_____
Cooperative Housing: D
o you have an exclusive right to occupy this property because you own stock in a cooperative housing corporation? Yes_____ No_____
If yes, state name of cooperative housing corporation? __________________________________________________________
Is any portion of the property for which you are claiming a residence homestead exemption income producing? Yes_____ No_____
If yes, indicate the percentage of the property that is income producing: ______ percent
Number of acres (or fraction of an acre, not to exceed 20 acres) you own and occupy as your principal residence: ________ acres
IMPORTANT: Pursuant to Tax Code Se
ction 11.43(j), you are required to furnish a copy of the following: Texas driver’s license or Personal Identification Certificate. Section
11.43, subsection (n) prohibits a chief appraiser from allowing a homestead exemption unless the addresses on the required forms of identification match the address
for which the exemption is claimed. Please indicate that you request that the chief appraiser waive the requirement that the address on the application and your driver’s
license correspond because:
I'm an active duty member of the armed forces of the United States or the spouse of an active duty member and am including with the application a copy of the
applicant’s or spouse’s military identification card and utility bill for the property subject to the claimed exemption in the applicant’s or spouse’s name; or
I hold a driver’s license issued under Section 521.121c or 521.1211, Transportation Code, and am including with the application a copy of the application for that
license provided to the Texas Department of Transportation.
I'm a resident of a facility that provides services related to health, infirmity, or aging. Facility Name _____________________________ Phone ______________
I'm certified for participation in the address confidentiality program administered by the Office of the Texas Attorney General under Subchapter C, Chapter 56,
Code of Criminal Procedure.
The chief appraiser is required to keep the information confidential and not open to public inspection, except to appraisal office employees who appraise property as
Form #5200p5 (12/2019) Continued on reverse side
Owner Name
Additional Owner Name (if applicable)
Owner Street Address
Owner City State Zip
2021
STEP 4 – CHECK THE EXEMPTIONS THAT APPLY TO YOU
GENERAL RESIDENCE HOMESTEAD (Tax Code Section 11.13(a), (b)): You may qualify for this exemption if: (1) you owned this property on Jan. 1; (2) you
occupied it as your principal residence on Jan. 1; and (3) you and your spouse do not claim a residence homestead exemption on any other property.
AGE 65 OR OLDER (Tax Code Section 11.13(c), (d)): You may qualify for this exemption if you are 65 years of age or older. This exemption is effective Jan.
1 of the tax year in which you become age 65. An eligible disabled person age 65 or older may receive both exemptions in the same year, but not from
the same taxing units.
DISABLED PERSON (Tax Code Section 11.13(c), (d)): To qualify for this exemption, you must be under a disability for purposes of payment of disability
insurance benefits under federal Old-Age, Survivors and Disability Insurance Act . To establish your eligibility, attach copies of either: (1) a currently
dated award letter from Social Security Administration that states the date you became disabled; or (2) a completed TAD Physician’s Statement for
Disability Form #5205 [you may obtain form #5205 at www.tad.org or call 817-284-4063]; or [To obtain a copy from Social Security, telephone
1-800-772-1213.] You may receive this exemption in addition to the exemptions provided in 11.13(a), (b), General Residence Homestead. An eligible
disabled person age 65 or older may receive both exemptions in the same year, but not from the same taxing units.
100% DISABLED VETERAN (Tax Code Section 11.131(b)): You may qualify for this exemption if you are a disabled veteran who receives from the United
States Department of Veterans Affairs or its successor: (1) 100 percent disability compensation due to a service- connected disability; and (2) a rating
of 100 percent disabled or individual unemployability. Attach a copy of your current award letter or other document from the Department of
Veterans Affairs showing 100% compensation due to a service-connected disability, including eff
ective date of service connecte
d disability and a rating
of 100% disabled or of individual unemployability. This exemption is immediate upon qualification for the applicable portion of the tax year.
Is the disability a permanent total disability as determined by the U.S. Department of Veterans Affairs under 38 C.F.R. Section 4.15? Yes ___ No ___
SURVIVING SPOUSE OF DISABLED VETERAN WHO QUALIFIED OR WOULD HAVE QUALIFIED FOR THE 100% DISABLED VETERAN (Tax Code Section
11.131(c), (d)): You may qualify for this exemption if you were married to a disabled veteran who qualified for an exemption under Tax Code Section
11.131(b) at the time of his or her death or would have qualified for the exemption if the exemption had been in effect on the date the disabled veteran
died and: (1) you have not remarried since the death of the disabled veteran and (2) the property was your residence homestead when the disabled
veteran died and remains your residence homestead. Documentation must be provided to support this exemption request.
Name of Deceased Spouse ___________________________________________________ Date of Death _________________________________
OVER-55 SURVIVING SPOUSE OF A PERSON WHO RECEIVED THE OVER-65 OR DISABLED PERSON (Tax Code Section 11.26, 11.261): provides for
continuance of established tax ceilings on the county, county college, city and school for a spouse of a deceased individual who qualified for the disabled
person or over-65 exemption. You qualify for an extension of the over 65 exemptions if you were 55 years of age or older on the date your spouse died
and your spouse was receiving the age 65 exemption on this residence. You cannot receive this exemption if you receive an exemption under Tax Code
Section 11.13(d). Documentation must be provided to support this exemption request.
Name of Deceased Spouse ___________________________________________________ Date of Death _________________________________
DONATED RESIDENCE HOMESTEAD OF PARTIALLY DISABLED VETERAN (Tax Code Section 11.132(b)): You may qualify for this exemption if you are a
disabled veteran with a disability rating of less than 100 percent. An exemption from taxation of a percentage of the appraised value of the disabled
veteran’s residence homestead equal to the disabled veteran’s disability rating if the residence homestead was donated to the disabled veteran by a
charitable organization: (1) at no cost to the disabled veteran; or (2) at some cost to the disabled veteran in the form of a cash payment, a mortgage, or
both in an aggregate amount that is not more than 50 percent of the good faith estimate of the market value of the residence homestead made by the
charitable organization as of the date the donation is made. Please attach all documents that support your request. Percent Disability Rating _____
SURVIVING SPOUSE OF DISABLED VETERAN WHO QUALIFIED FOR THE DONATED RESIDENCE HOMESTEAD (Tax Code Section 11.132(c), (d)): You may
qualify for this exemption if you were married to a disabled veteran who qualified for an exemption under Tax Code Section 11.132(b) at the time of his or
her death and: (1) you have not remarried since the death of the disabled veteran and (2) the
your residence homestead when the disabled
veteran died and remains your residence homestead. Please attach all documents to support your request.
SURVIVING SPOUSE OF MEMBER OF ARMED FORCES KILLED IN ACTION (Tax Code Section 11.133(b), (c)): You may qualify for this exemption if you are
the surviving spouse of a member of the United States armed services who is killed in action and you have not remarried since the death of the member o
f
the armed services. Please attach all documents to support your request.
SURVIVING SPOUSE OF A FIRST RESPONDER KILLED WHILE ON DUTY (Tax Code Section 11.134(b)): You may qualify for this exemption if you are the
surviving spouse of a first responder who is killed or fatally injured in the line of duty. The surviving spouse is entitled to an exemption from taxation of
the total appraised value of the surviving spouse’s residence homestead if the surviving spouse: (1) is an eligible survivor for purposes of Chapter 615,
Government Code, as determined by the Employees Retirement System of Texas under that chapter; and (2) has not remarried since the death of the
first responder. Please attach all documents to support your request.
Tax Limitation Exemption Transfer. Place an ‘x’ or check mark in the space beside the type of tax limitation or surviving spouse exemption transfer you seek
from your previous residence homestead and the address of the last residence homestead to the right:
___ Tax limitation (Tax Code Section 11.26(h) or 11.261 (h)) Address of last residence homestead:
___ 100% Disabled Veteran’s Exemption (Tax Code Section 11.131(d)) Address ______________________________
___ Donated Residence Homestead of Partially Disabled Veteran (Tax Code Section 11.132(d)) City __________________________________
___ Member of Armed Forces Killed in Action (Tax Code Section 11.133c) State & Zip ____________________________
___ First Responder Killed While on Duty (Tax Code Section 11.134) County________________________________
NOTICE REGARDING PENALTIES FOR MAKING OR FILING AN APPLICATION CONTAINING A FALSE STATEMENT: If you make a false
statement on this form, you
could be found guilty of a Class A misdemeanor or a state jail felony under Penal Code Section 37.10.
By signing this application you state that each fact contained
in this application is true and correct; (2) that I/the property owner meet(s) the qualifications under
Texas law for the residence homestead exemption for which I am
applying; (3) that I do not claim an exemption on another residence
homestead in Texas or claim a residence homestead exemption on a residence homestead
outside Texas; and (4) that have read and understand the Notice Regarding Penalties for Making or Filing an Application Containing a False Statement.”
Applicant’s Signature ________________________________________________________________ Date Signed ___________________________________
An Exemptions Specialist will gladly assist in answering your questions for free and may be contacted by calling (817) 284-4063. Exemptions offered by taxing units may be found at www.tad.org.
*An email address of a member of the public could be confidential under Government Code Section 552.137; however, by including the email address on this form, you are affirmatively consenting
to its release under the Public Information Act. **optional information
click to sign
signature
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Important
I
nforma
t
ion
GENERAL
INSTRUCTIONS
This application i s
for
claiming residence homestead exemptions pursuan
t
to
T
ax Code
S
ec
tions
11.13, 11.131, 11.132, 11.133, 11.134 and 11.432. Certain
exemptions
may also
require Form 50-114-A. The exemptions apply
only to property that you own
and occupy
as
your
principal place
of
r
esidence
.
FILING
INSTRUCTIONS
File
this form
and
all supporting
documentation
with the Tarrant Appraisal
D
istrict
attention
Exemption Division at PO Box 185579 Fort Worth, TX 76181-0579 by mail or in person
between
Jan.
1
and
April 30 of the
year
for which the
exemption is
requested
.
An
Exemptions Specialist will gladly assist in answering your questions for free and
may be contacted by calling (817) 284-4063.
APP LICATION
DEADLINES
G
enerally
,
the
completed application and required documentation is due
no later than
April
30
of the
year
for which the
exemption is
requested
.
The
due date
for
person’s age 65
or
older
;
disabled;
or
partially disabled
veterans with
donated homesteads
to
apply
for the
exemption is
no
later
than the first
anniversary
of
the
qualification da
t
e
.
A
la
t
e
application
for
a residence homestead exemption may
be filed up to
t
w
o
years
after
the
deadline
for filing
has passed. (Tax Code
S
ec
tion
11.431)
If the
chief appraiser grants
the
exemption(s),
property
owner does
not
need
t
o reapply
annually
,
but
must reapply
if the
chief appraiser requires
it
,
unless
seeking to
apply
the
exemption
to property not
listed
in this application.
P
roper
t
y
owners already receiving a general residence homestead exemption
who turn
age
65
in that next
year are
not
required
to
apply
for
age 65
or
older
exemption if
ac
cur
a
t
e
birthdate information
is included
in the
appraisal
district
records.
REQUIRED
DOCUMENTATION
Attach a copy
of property
owner’s driver’s license
or
sta
t
e-issued
personal identification
c
ertifica
t
e
.
The address listed
on the
driver’s license
or state-issued
personal
identification
certificate must correspond
to the property
address
for which the
exemption is
requested
.
P
roper
t
y
owners
who
reside
in
certain
facilities or
participate
in
a certain address
confidentiality
program may
be
exempt
from this
requiremen
t
.
The chief appraiser may
waive
the
requirements
for
certain active
dut
y
U.S.
armed services members
or their
spouses
or
holders
of
certain driver’s lic
enses
.
Heir property
is
property owned by
one
or
more individuals
,
where
at least
one owner claims
the property
as a residence
homest
ead
,
and
the property
w
as
acquired
by
will
,
transfer
on
death deed
,
or
in
t
estac
y
.
An
heir property
owner
not
specifically
identified
as
the
residence homestead owner
on
a deed
or other
recorded
instrument
in the county
where
the property
is
loca
t
ed
must
provide:
• an affidavit establishing ownership
of
interest
in the property
(See F
or
m
114-A
);
• a copy
of the prior property
owner’s death
certificate;
• a copy
of the pr
oper
t
y’
s
most r
ec
en
t
utility bill; and
•
A citation of
any
court
record
relating to the
applican
t
’
s
ownership
of the
pr
oper
t
y
,
if
a
vailable
.
Each
heir property
owner
who
occupies
the property
as a principal resi den ce
,
other than
the
applican
t
,
must provide an affidavit
that
authorizes
the
submission
of this
application
(See Form 50-114-A
).
Manufactured homeowners
must
provide:
• a copy
of the
Texas
Department
of
Housing and
C
ommunit
y
Affairs
statement
of
ownership showing
that the
applicant
is
the
owner
of the
manufactured
home;
• a copy
of the
sales purchase
agreemen
t
,
other
applicable contract
or
agreemen
t
or
payment receipt showing
that the
applicant
is
the
purchaser
of the
manufactured
home;
or
• a sworn affidavit (see Form 50-114-A)
by the
applicant
indicating that:
1. the
applicant
is
the
owner
of the
manufactured
home;
2. the
seller
of the
manufactured home
did not
provide
the
applicant
with
the
applicable contract
or
agreement;
and
3. the
applicant
could not
loca
t
e
the
seller
after making a
good faith
effor
t
.
Property owned by a Trust
Since the trust must meet the definition of a qualifying trust, it is necessary that you
furnish pages from the trust that show and establish the following information:
1. The name of the trust.
2. The name of the trustor.
3. The trustor’s right to use and occupy as his principal residence rent
free and without charge except for taxes and other costs and
expenses specified in the instrument: (i) for life; (ii) for the lesser of
life or a term of years; or (iii) until the date the trust is revoked or
terminated by an instrument that describes the property with sufficient
certainty to identify it and is recorded in the real property records of
the county in which the property is located.
4. The trustor’s notarized signature.
If you prefer, you may bring your trust documentation to our customer service section
and we will make the necessary copies for you.
An Exemptions Specialist will gladly assist in answering your questions for free
and may be contacted by calling (817) 284-4063. Exemptions offered by taxing
units may be found at www.tad.org.
ADDITIONAL INFORMATION REQUEST
The chief appraiser may request additional
information to
evalua
t
e
this application.
P
roper
t
y
owner must comply
within
30 days
of the
request
or the
application
will
be
denied
.
The chief appraiser may
extend
this
deadline
for
a single
period not
t
o
exceed 15
days
for good
cause shown. (Tax Code
S
ec
tion
11.45)
DUTY TO
NOTIFY
P
roper
t
y
owner must
notify the
chief appraiser
in writing
before May
1 of the year
after
his
or
her
right to this
exemption
ends
.
EXEMPTION
QUALIFICATIONS
General Residence Homestead Exemption (
Tax Code
S
ec
tion
11.13(a) and
(b))
P
roper
t
y
was
owned
and occupied as owner’s principal re side n ce
on
Jan. 1.
No
residence homestead exemption can
be
claimed
by the property
owner
on any
other pr
oper
t
y
.
Disabled Person Exemption (
Tax Code
S
ec
tion
11.13(c) and
(d))
Persons under a disability fo r
purposes
of
payment
of
disability insurance
benefits
under Federal
Old-
A
ge
,
Sur
viv
ors
,
and Disability
I
nsur
ance
.
P
roper
t
y
owners
not
identified on
a deed
or other
instrument recorded
in the
applicable real
property
records as an owner
of the
residence homestead must provide an affidavit
or
other
compelling evidence establishing
the
applican
t
’
s
ownership interest
in the
homest
ead
.
(See Form 50-114-A) An
eligible
disabled person age 65
or
older
may
receive
both
exemptions
in the
same year,
but not from the
same
taxing
units
.
C
ontac
t
the
appraisal
district for
more
information.
Age
65 or
Older Exemption (
Tax Code
S
ec
tion
11.13(c)
and (d))
This exemption i s effective Jan.
1 of the
tax year
in which the property owner
becomes
age 65.
P
roper
t
y
owners
not identified on
a deed
or other instrument
recorded
in the
applicable real
property
records as an owner
of the residence
homestead must provide
an affidavit
or other
compelling evidence establishing
the
applican
t
’
s
ownership interest
in the
homest
ead
.
(See Form 50-114-A) An
eligible
disabled person age 65
or
older may
receive
both
exemptions
in the
same year,
but
not from the
same
taxing
units
.
C
ontac
t
the
appraisal
district for
more
information.
Surviving Spouse
of
an Individual Who Qualified
for
Age
65 or Older
Exemption (
Tax Code
S
ec
tion
11.13(q)):
Surviving spouse
of
person
who
qualified
for the
age 65
or
older exemption
may
receive
this
exemption
if the
surviving spouse was 55 years
of
age
or
older
when the
qualifying spouse died
.
The
property
must have been
the
surviving
spouse
’
s
residence homestead
at the time of
death and remain
the
surviving
spouse
’
s
residence
homest
ead
.
This exemption ca nnot
be
combined
with
an
exemption
under
11.13(d).
100
Percent Disabled Veterans Exemption
(Tax Code
S
ec
tion
11.131(b))
P
roper
t
y
owner
who
receives a 100
percent disability compensation due
to a
ser
vic
e-c
onnec
t
ed
disability and a
rating of
100
percent disabled
or individual
employability
from the
U.S.
Department
of
Veterans Affairs
or its
successor
.
Documentation must
be provided to
support
this
exemption request
.
Surviving Spouse
of a
Disabled Veteran Who Qualified or Would Have
Qualified for
the 100
Percent Disabled Veteran’s Exemption (
Tax Code
S
ec
tion
11.131(c)
and
(d))
Surviving spouse
of
a disabled veteran
(who
qualified
for
an exemption under
T
ax Code
S
ec
tion
11.131(b)
at the time of
his
or
her death
or would
have qualified
f
or the
exemption
if the
exemption had been
in
effect
on the
date
the
disabled
veteran
died)
who
has
not
remarried since
the
death
of the
veteran. The
property
must
have
been
the
surviving spouse’s residence homestead
at the time of the
veteran’s
death
and remain
the
surviving spouse’s residence
homest
ead
.
Donated Residence Homestead
of
Partially Disabled Veteran (
Tax Code
S
ec
tion
11.132(b))
A
disabled veteran
with
a disability
rating of
less
than
100
percent
with
a
residence
homestead donated
by
a charitable organization
at no
cost
or at
some cost tha
t
is
not
more
than
50 percent
of the good faith
estima
t
e
of the
market value
of the
residence homestead as
of the
date
the donation
is
made
.
Documentation must
be
provided to
support
this
exemption request
.
Surviving Spouse
of a
Disabled Veteran Who Qualified
for the Donated
Residence Homestead Exemption
(Tax Code
S
ec
tion
11.132(c) and
(d)): Sur
viving
spouse
of
a disabled veteran
(who
qualified
for
an exemption under
T
ax
Code
S
ec
tion
11.132(b)
at the time of
his
or
her death)
who
has
not
remarried
since
the
death
of the
disabled veteran and maintains
the property
as his
or
her
residence
homest
ead
.
Surviving Spouse
of a
Member
of
Armed Services Killed
in
Action
(Tax
C
ode
S
ec
tion
11.133(b) and
(c))
Surviving spouse
of
a U.S.
armed services member
who
is
killed in
action
who has not
remarried since
the
death
of the
service
member
.
Documentation must
be provided to
support
this
exemption request
.
Surviving Spouse
of a
First Responder Killed
in the
Line
of Duty
(Tax
C
ode
S
ec
tion
11.134)
Surviving spouse
of
a
first
responder
who
is
killed or
fatally
injured in the line of duty
who
has
not
remarried since
the
death
of the first
responder
.
Documentation
must
be
provided to
support
this
exemption request
.
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2020 APPLICATION FOR RESIDENTIAL HOMESTEAD EXEMPTION

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Completed 11 January 2022

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