Application For Residence Homestead Exemption
P69658
Form Header
........................................................................................................................................    

GENERAL INFORMATION: Property owners applying for a residence homestead exemption file this form and supporting documentation with the appraisal district in each county which the property is located (Tax Code Sections: 11.13, 11.131, 11.132, 11.133, 11.134 and 11.432). Do not file this form with the Texas Comptroller of Public Accounts.

SECTION 1: Exemption(s) Requested

............................................................................................................    
General Residence Homestead Exemption Disabled Person Person Age 65 or Older
Surviving Spouse of Individual Who Qualified for Age 65 or Older Exemption
100 Percent Disabled Veteran 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? ..........................................................................................................................................
   
Surviving Spouse of Disabled Veteran Who Qualified for the 100% Disabled Veteran's Exemption
Surviving Spouse of an Armed Services Member Killed or Fatally injured in the Line of Duty Surviving Spouse of a First Responder Killed in the Line of Duty
Donated Residence of Partially Disabled Veteran
Surviving Spouse of Disabled Veteran Who Qualified for the Donated Residence Homestead Exemption
Surviving Spouse:




Cooperative Housing Do you have an exclusive right to occupy this
property because you own stock in a cooperative housing corporation? .........................................................................................................................................................
   
If yes, state the name of cooperative housing corporation:
Were you receiving a homestead exemption on your previous residence? ..........................................................................................................................................    
Are you transferring an exemption from a previous residence? .........................................................................................................................................................    
Are you transferring a tax limitation? .........................................................................................................................................................    

SECTION 2: Property Owner/Applicant (Provide information for additional property owners in Section 5.)

     




















SECTION 3: Property Information







Is the applicant identified on deed or other recorded instrument?
 
  If no, required documentation must be provided. (See Important Information)
Is the property for which this application is submitted an heir property? (see Important Information) .........................................................................................................................................................    
Do other heir property owners occupy the property? (If yes, afffidavits required) .........................................................................................................................................................    
Is any portion of the property for which you are claiming a residence homestead exemption income producing? ...................................................................................................    
If you answered "Yes," please indicate the percentage of the property that is income producing: percent
 
acres

SECTION 4: Waiver of Required Documentation

Attach a copy of your driver's license or state-issued personal identification certificate. The address listed on your driver's license or state-issued personal identification certificate must correspond to the address of the property for which an exemption is claimed in this application. In certain cases, you are exempt from these requirements or the chief appraiser may waive the requirements.

Indicate if you are exempt from the requirement to provide a copy of your driver's license or state-issued personal identification certificate:
I am a resident of a facility that provides services related to health, infirmity, or aging.
I am 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.
Indicate if you request that the chief appraiser waive the requirement that the address of the property for which the exemption is claimed corresponds to the address listed on your driver's license or state-issued personal identification certificate:
I am an active duty member of the armed services of the United States or the spouse of an active duty member. Attached are a copy of my military identification card or that of my spouse and a copy of a utility bill for the property subject to the claimed exemption in my name or my spouse's name.
I hold a driver's license issued under Section 521.121(c) or 521.1211, Transportation Code. Attached is a copy of the application for that license to the Texas Department of Transportation.
For an AGE 65 OR OLDER, DISABLED PERSON, OR SURVIVING SPOUSE OF INDIVIDUAL WHO QUALIFIED exemption:
In addition to the information identified above, an applicant for an age 65 or older or disabled exemption who is not specifically 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 (see last page) or other compelling evidence establishing the applicant's ownership of an interest in the homestead.
For a 100% DISABLED VETERAN exemption: In addition to the information identified above, an applicant for a 100% disabled veteran's exemption or the surviving spouse of a disabled veteran who qualified for the 100% disabled veteran's exemption must provide documentation from the United States Department of Veterans Affairs or its successor indicating that the veteran received 100 percent disability compensation due to a service-connected disability and had a rating of 100 percent disabled or individual unemployability.
For MANUFACTURED HOMES:
For a manufactured home to qualify for a residence homestead, applicant must provide:
  1. a copy of the statement of ownership and location for the manufactured home issued by the Texas Department of Housing and Community Affairs showing that the applicant is the owner of the manufactured home;
  2. a copy of the purchase contract or payment receipt showing that the applicant is the purchaser of the manufactured home; or
  3. a sworn affidavit (see last page) 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 a purchase contract; and
    3. the applicant could not locate the seller after making a good faith effort.

SECTION 5: Additional Information

SECTION 6: Affirmation and Signature

I understand if I make a false statement on this form, I could be found guilty of a Class A misdemeanor or a state jail felony under Penal Code Section 37.10.
ATTENTION: If the address listed on your driver's license or state-issued personal identification certificate does NOT correspond to the address of the property for which an exemption is claimed in this application, your application will be DENIED.
I certify the addresses match
By clicking on the "Sign & Submit" button, you will be prompted with a E-Signature dialog. By confirming your signature, you agree that your electronic signature is the legally binding equivalent to your handwritten signature.

Texas law requires a copy of the property owner's driver's license or state-issued identification certificate

Important Information

GENERAL INSTRUCTIONS

This application is for claiming residence homestead exemptions pursuant to Tax Code Sections 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 residence.

FILING INSTRUCTIONS

File this form and all supporting documentation with the appraisal district office in each county in which the property is located genearlly between Jan. 1 and April 30 of the year for which the exemption is requested. Do not file this document with the Texas Comptroller of Public Accounts. A directory with contact information for appraisal district offices is on the Comptroller's website.

APPLICATION DEADLINES

Generally, 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 persons 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 date.

A late application for a residence homestead exemption may be filed up to two years after the deadline for filing has passed. (Tax Code Section 11.431)

If the chief appraiser grants the exemption(s), property owner does not need to reapply annually, but must reapply if the chief appraiser requires it, unless seeking to apply the exemption to property not listed in this application.

Property 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 accurate birthdate information is included in the appraisal district records or in the information the Texas Department of Public Safety provided to the appraisal district under Transportation Code Section 521.049. (Tax Code Section 11.43(m))

REQUIRED DOCUMENTATION

Attach a copy of property owner's driver's license or state-issued personal identification certificate. 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. Property owners who reside in certain facilities or participate in a certain address confidentiality program may be exempt from this requirement. The chief appraiser may waive the requirements for certain active duty U.S. armed services members or their spouses or holders of certain driver's licenses.

Heir property is property owned by one or more individuals, where at least one owner claims the property as a residence homestead, and the property was acquired by will, transfer on death deed, or intestacy. 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 located must provide:

  • an affidavit establishing ownership of interest in the property (See Form 114-A);
  • a copy of the prior property owner's death certificate;
  • a copy of the property's most recent utility bill; and
  • a citation of any court record relating to the applicant's ownership of the property, if available.
Each heir property owner who occupies the property as a principal residence, other than the applicant, 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 Community Affairs statement of ownership showing that the applicant is the owner of the manufactured home;
  • a copy of the sales purchase agreement, other applicable contract or agreement 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 locate the seller after making a good faith effort.

ADDITIONAL INFORMATION REQUEST

The chief appraiser may request additional information to evaluate this application. Property 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 to exceed 15 days for good cause shown. (Tax Code Section 11.45)

DUTY TO NOTIFY

Property 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 Section 11.13(a) and (b))

Property was owned and occupied as owner's principal residence on Jan. 1. No residence homestead exemption can be claimed by the property owner on any other property.

Disabled Person Exemption (Tax Code Section 11.13(c) and (d))

Persons under a disability for purposes of payment of disability insurance benefits under Federal Old-Age, Survivors, and Disability Insurance.

Property 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 applicant's ownership interest in the homestead. (See Form 50-114-A) This exemption cannot be combined with the persons age 65 or older exemption.

Age 65 or Older Exemption (Tax Code Section 11.13(c) and (d))

This exemption is effective Jan. 1 of the tax year in which the property owner becomes age 65. Property 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 applicant's ownership interest in the homestead. (See Form 50-114-A) This exemption cannot be combined with the disabled persons exemption.

Surviving Spouse of an Individual Who Qualified for Age 65 or Older Exemption (Tax Code Section 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 homestead. This exemption cannot be combined with an exemption under 11.13(d).

100 Percent Disabled Veterans Exemption (Tax Code Section 11.131(b))

Property owner who receives a 100 percent disability compensation due to a service-connected disability and a rating of 100 percent disabled or individual unemployability 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 Section 11.131(c) and (d))

Surviving spouse of 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) 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 homestead.

Donated Residence Homestead of Partially Disabled Veteran (Tax Code Section 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 that is not more than 50 percent of the good faith estimate 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 Section 11.132(c) and (d)):

Surviving Spouse of a disabled veteran (who qualified for an exemption under Tax Code Section 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 homestead.

Surviving Spouse of a Member of Armed Services Killed in Action (Tax Code Section 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 Code Section 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.