Widow Real Estate Tax

As a widow/widower, can the real estate taxes on my residence be reduced?

As a widow/widower, can the real estate taxes on my residence be reduced?

Arizona law does provide property tax reductions on both real estate and personal property owned by certain persons whose spouse is deceased.

As a widow or widower can I qualify for an Arizona real estate tax reduction?

You must be a widow or widower.  If you have remarried, you will not qualify for the reduction.

You Must have been married and residing in Arizona with spouse at time of spouse's death.

You Must be the owner of the real estate as of January 1 for the year you are seeking the reduction.

You Must file an application and affidavit for the reduction the first year in person between the first Monday in January and the last day of February.

If you are living alone, your income from all sources, cannot exceed $31,528 for the calendar year 2015 (note this is to qualify in 2016 for the reduction and is adjusted each year by the Arizona Department of Revenue); OR

If you have child or children under 18 living with you, the income from all sources of all persons living with you (except children under 18) cannot exceed $37,823 for the calendar year 2015  (note this is to qualify in 2016 for the reduction and is adjusted each year by the Arizona Department of Revenue); OR

If you have child or children who are totally and permanently disabled living with you, the income from all sources of all persons living with you (except children under 18 and children totally & permanently disabled) cannot exceed $37,823 for the calendar year 2015  (note this is to qualify in 2016 for the reduction and is adjusted each year by the Arizona Department of Revenue).

Total assessed value of property in Arizona cannot exceed $25,708 (note this is to qualify in 2016 for the reduction and is adjusted each year by the Arizona Department of Revenue).  Assessed value is stated on the Personal Property Notice of Value (if you have personal property subject to tax) and the Real Estate Notice of Valuation Card.

Do I have to file an application and affidavit each year thereafter?

If you have received the reduction for 2015, you do not have to file any additional documents in 2016 to keep your reduction. There must not be any changes to the information you provided previously!

However, you should check with the Pima County Assessor's office to determine if any filings are required in later years.

Additional information can be obtained by contacting the Pima County Assessor's Office,  240 N. Stone Avenue, first floor, in downtown Tucson, by calling (520) 724-7500, or by checking the Pima County Assessor's website.

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