Tax-exemption application help for widows, widowers, disabled set

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The Pinal County Assessor’s Office will have a representative in Maricopa next month to accept first-time applications for property tax exemptions for widows, widowers and disabled persons.

All first-time applicants must apply in person, according to a press release.

Officials will be at the city hall complex, 39700 W. Civic Center Plaza at the northeast corner of Bowlin and White and Parker roads 9 a.m. to 1 p.m. Feb. 4.

To file for the property exemptions a person must present appropriate documents.

Requirements for widows, widowers

  • Must be a permanent resident of Arizona
  • Must have resided with their spouse in Arizona at the time of the spouse’s death or if their spouse died while a resident of another state, then the surviving spouse must have come to Arizona before Jan.1, 1969.
  • Must present the death certificate of the deceased spouse.
  • Arizona driver’s license or Arizona identification card.
  • Must not have property value within the state of Arizona that exceeds a net assessed value of $24,900. Net assessed value can be found on the tax notice or notice of valuation card
  • Income from all sources, excluding social security, cannot exceed $30,536.
  • If children younger than 18 live in the household, the income cannot exceed $36,643.
  • Must file an application each year between first Monday in January and through last day of February
  • Must be able to state that either item A or B below is true:

A. None of my children younger than 18 lived with me during the previous calendar year. The total income from all sources including myself, my spouse and any children aged 18 or older who lived with me, did not exceed $30,536 during the previous calendar year.

B. At least one of my children who was younger than 18 years or who was totally and permanently disabled lived with me during the previous calendar year. The total income from all sources including myself, my spouse and any other of my children who lived with me did not exceed $36,643 during the previous calendar year.

Requirements for disabled persons

  • Must be a permanent resident of Arizona.
  • Must be older than 17.
  • Must be medically certified as 100 percent and permanently disabled by one’s doctor (the assessor’s office will supply the necessary medical forms).
  • Must not have property value (within the state of Arizona) that exceeds a net assessed value of $24,900. Net assessed value can be found on the tax notice or notice of valuation card
  • Income from all sources, excluding social security, cannot exceed $30,536.
  • If children younger than 18 live in the household, the income cannot exceed $36,643.
  • Must file an application each year between first Monday in January and through last day of February
  • Must be able to state that either item A or B below is true:

A. None of my children younger than lived with me during the previous calendar year. The total income from all sources including myself, my spouse and any children aged 18 or older who lived with me did not exceed $30,536 during the previous calendar year.

B. At least one of my children who was younger than 18 or who was totally and permanently disabled lived with me during the previous calendar year. The total income from all sources including myself, my spouse and any other of my children who lived with me did not exceed $36,643 during the previous calendar year.

To file for the property exemptions one must present the following documents to the assessor’s representative:

  • Copy of spouse’s death certificate. If the spouse died out of state, the applicant must prove residency in Arizona prior to Jan. 1, 1969 (widows and widowers exemption).
  • Medical certificate from an Arizona licensed physician. Forms will be available (disabled persons exemption).
  • 2013 Arizona state income tax return.
  • Copy of the prior year’s tax bill or valuation card of all properties in Arizona.
  • License plate numbers for all motor vehicles.
  • Title/tax bill.
  • Arizona driver license or Arizona identification