17E - Surviving Spouse or Person over 70

Requirements

• You must be 70 years of age as of July 1, 2022 or be the surviving spouse of same.
• Your estate (excluding domicile) must be $48,206 or less.

The following documents must be submitted with your completed application:

• Driver’s license or birth certificate.
• July 2022 bank statements from all savings and checking accounts.
• Statements listing value of all other tangible assets such as other real estate, stocks, bonds, mutual funds (as of July 1, 2022)

41D - Person over 65 years old

Requirements:

• Must be 65 years of age as of July 1, 2022.
• If single, your gross receipts must be $24,104 or less.
  If single, you must have a whole estate of $48,206 or less (excluding domicile).
• If married, your gross receipts must be $36,153 or less.
  If married, you must have a whole estate of $66,282 or less (excluding domicile).
• You must have resided in MA for the previous 10 years AND you must be domiciled in your home for the past 5 years.

All of the following documents, for each person listed on the deed, must be submitted with your completed application:

• Driver’s license or birth certificate
• Federal and State Income Tax Return for 2021. 
  If you do not file taxes, please provide a copy of your year end social security statement.
• Copies of bank statements from all your savings and checking accounts, as of July, 2022
• Statements listing value of all other tangible assets such as other real estate, stocks, bonds, mutual funds etc., as of July 1, 2022
• Statement of any interest and dividends

Senior Means-Tested Tax Exemption

Full details available on the Senior Means-Tested Tax Exemption page