Fillable Commonwealth of Massachusetts Form 96-2 Surviving Spouse or Minor Application for Statutory Exemption

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Commonwealth of Massachusetts Form 96-2 Surviving Spouse or Minor Application for Statutory Exemption

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The Commonwealth of Massachusetts Form 96-2 Surviving Spouse or Minor Application for Statutory Exemption form is 2 pages long and contains:

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BROWSE COMMONWEALTH OF MASSACHUSETTS (MA) FORMS

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17
42&43
State Tax Form 96-2
The Commonwealth of Massachusetts
Assessors’ Use only
Revised 7/2017
Date Received
Application No.
Name of City or Town
Parcel Id.
SURVIVING SPOUSE OR MINOR
FISCAL YEAR _______ APPLICATION FOR STATUTORY EXEMPTION
General Laws Chapter 59, § 5
THIS APPLICATION IS NOT OPEN TO PUBLIC INSPECTION
(See General Laws Chapter 59, § 60)
Return to: Board of Assessors
Must be filed with assessors on or before April 1, or
3 months after actual (not preliminary) tax bills are
mailed for fiscal year if later.
INSTRUCTIONS: Complete the following. Please print or type.
A. IDENTIFICATION. Complete this section fully.
Name of Applicant ________________________________________________________________________________________
Telephone Number _________________________
Marital Status ________________________________
Legal Residence (Domicile) on July 1, _________
No. Street City/Town Zip Code
Location of Property:
Mailing Address (If different)
No. of Dwelling Units: 1 2 3 4 Other
Did you own the property on July 1, ? Yes No
If yes, were you: Sole Owner Co-owner with Spouse Only Co-owner with Others
Was the property subject to a trust as of July 1, ? Yes No
If yes, please attach trust instrument including all schedules.
Have you been granted any exemption in any other city or town (MA or other) for this year? Yes No
If yes, name of city or town ________________________________ Amount exempted $
DISPOSITION OF APPLICATION (ASSESSORS’ USE ONLY)
Ownership
GRANTED
Assessed Tax $
Occupancy
DENIED
Exempted Tax $
Status
DEEMED DENIED
Adjusted Tax $
Income
Assets
Board of Assessors
Date Voted/Deemed Denied
Certificate No.
Date Cert./Notice Sent
Exemption: Clause
Date:
FILING THIS FORM DOES NOT STAY THE COLLECTION OF YOUR TAXES
THIS FORM APPROVED BY THE COMMISSIONER OF REVENUE
B. EXEMPTION STATUS. Complete the questions that follow.
SURVIVING SPOUSE
Deceased Spouse’s Name
Date of Death
Have you remarried? Yes No If yes, date of remarriage ____________
MINOR WITH PARENT DECEASED
Deceased Parent’s Name
Date of Death
If first year of application, attach a copy of death certificate.
Are you a surviving spouse or a minor child of a firefighter or a police officer killed in the line of duty?
Yes No
IF NO, GO ON TO SECTION C
If yes, and this is the first year of application, provide circumstances of death.
GO ON TO SECTION D
C. VALUE OF ALL PROPERTY OWNED ON JULY 1 THIS YEAR. Complete this section. Documentation may be
requested to verify your assets.
Real Estate
Assessed valuation
Amount due on mortgage
Value
Domicile
______________________________________
_____________________________
______________
Other
______________________________________
_____________________________
______________
Personal
Bank accounts: Name & address of bank
Value
Estate
________________________________________________________________________
______________
________________________________________________________________________
______________
________________________________________________________________________
______________
Stocks, bonds, securities, etc.: Description & amount
Value
________________________________________________________________________
______________
________________________________________________________________________
______________
________________________________________________________________________
______________
Motor vehicles & trailers: Year/Make/Model
Value
________________________________________________________________________
______________
________________________________________________________________________
______________
Other non-exempt personal property: Kind & description
Value
________________________________________________________________________
______________
________________________________________________________________________
______________
TOTAL
______________
GO ON TO SECTION D
D. SIGNATURE. Sign here to complete the application.
This application has been prepared or examined by me. Under the pains and penalties of perjury, I declare that to the
best of my knowledge and belief, this return and all accompanying documents and statements are true, correct and
complete.
Signature Date
If signed by agent, attach copy of written authorization to sign on behalf of taxpayer.
TAXPAYER INFORMATION ABOUT PERSONAL EXEMPTIONS
PERSONAL EXEMPTIONS. You may be eligible to reduce all or a portion of the taxes assessed on your
domicile if you meet the qualifications for one of the personal exemptions allowed under Massachusetts law.
Qualifications vary, but generally relate to age, ownership, residency, disability, income or assets.
You may be eligible for an exemption if you fall into any of these categories:
Legally blind person
Veteran with a service-connected disability
Surviving spouse of a servicemember,
national guard member or veteran who
died from active duty injury or illness
Surviving spouse
Minor child of a deceased parent
Senior citizen age 70 and older (65 and older
by local option)
More detailed information about the qualifications for each exemption may be obtained from your board of
assessors.
WHO MAY FILE AN APPLICATION. You may file an application if you meet all qualifications for a personal
exemption as of July 1. You may also apply if you are the personal representative of the estate, or trustee
under the will, of a person who qualified for a personal exemption on July 1.
WHEN AND WHERE APPLICATION MUST BE FILED. Your application must be filed with the assessors on
or before April 1, or 3 months after the actual bills were mailed for the fiscal year, whichever is later. An
application is filed when (1) received by the assessors on or before the filing deadline, or (2) mailed by United
States mail, first class postage prepaid, to the proper address of the assessors, on or before the filing deadline,
as shown by a postmark made by the United States Postal Service. THIS DEADLINE CANNOT BE
EXTENDED OR WAIVED BY THE ASSESSORS FOR ANY REASON. IF YOUR APPLICATION IS NOT
TIMELY FILED, YOU LOSE ALL RIGHTS TO AN EXEMPTION AND THE ASSESSORS CANNOT BY LAW
GRANT YOU ONE.
PAYMENT OF TAX. Filing an application does not stay the collection of your taxes. In some cases, you must
pay all preliminary and actual installments of the tax when due to appeal the assessors’ disposition of your
application. Failure to pay the tax when due may also subject you to interest charges and collection action. To
avoid any loss of rights or additional charges, you should pay the tax as assessed. If an exemption is granted
and you have already paid the entire year’s tax as exempted, you will receive a refund of any overpayment.
ASSESSORS DISPOSITION. Upon applying for an exemption, you may be required to provide the assessors
with further information and supporting documentation to establish your eligibility. The assessors have 3
months from the date your application is filed to act on it unless you agree in writing before that period
expires to extend it for a specific time. If the assessors do not act on your application within the original or
extended period, it is deemed denied. You will be notified in writing whether an exemption has been granted
or denied.
APPEAL. You may appeal the disposition of your application to the Appellate Tax Board, or if applicable, the
County Commissioners. The appeal must be filed within 3 months of the date the assessors acted on your
application, or the date your application was deemed denied, whichever is applicable. The disposition notice
will provide you with further information about the appeal procedure and deadline.
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Commonwealth of Massachusetts Form 96-2 Surviving Spouse or Minor Application for Statutory Exemption

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Completed 14 May 2020

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