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Pennsylvania Homestead Exclusion Application and Instructions

State:
Pennsylvania
Control #:
PA-SKU-2861
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PDF
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Homestead Exclusion Application and Instructions
The Pennsylvania Homestead Exclusion Application and Instructions are a set of forms and instructions used by homeowners in the state of Pennsylvania to claim a homestead exclusion from local real estate taxes. A homestead exclusion reduces the assessed value of the property for tax purposes, resulting in a tax savings for the homeowner. The Pennsylvania Homestead Exclusion Application and Instructions are typically divided into two main types: a Standard Exclusion and an Enhanced Exclusion. The Standard Exclusion applies to homeowners who have owned their home for at least a year and the Enhanced Exclusion applies to homeowners who have owned their home for at least three years. Both applications require the homeowner to provide proof of ownership and proof of residency. In addition to the application and instructions, homeowners must also provide supporting documents such as a deed, deed of trust, or mortgage documents. Once all the required documents are submitted, the homeowner must submit their application to their county’s assessor’s office. The assessor’s office will review the application and issue a decision. The Pennsylvania Homestead Exclusion Application and Instructions are available online from the Pennsylvania Department of Revenue website.

The Pennsylvania Homestead Exclusion Application and Instructions are a set of forms and instructions used by homeowners in the state of Pennsylvania to claim a homestead exclusion from local real estate taxes. A homestead exclusion reduces the assessed value of the property for tax purposes, resulting in a tax savings for the homeowner. The Pennsylvania Homestead Exclusion Application and Instructions are typically divided into two main types: a Standard Exclusion and an Enhanced Exclusion. The Standard Exclusion applies to homeowners who have owned their home for at least a year and the Enhanced Exclusion applies to homeowners who have owned their home for at least three years. Both applications require the homeowner to provide proof of ownership and proof of residency. In addition to the application and instructions, homeowners must also provide supporting documents such as a deed, deed of trust, or mortgage documents. Once all the required documents are submitted, the homeowner must submit their application to their county’s assessor’s office. The assessor’s office will review the application and issue a decision. The Pennsylvania Homestead Exclusion Application and Instructions are available online from the Pennsylvania Department of Revenue website.

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FAQ

What is a Homestead? Under law, a homestead is defined as dwelling, including the parcel of land on which the dwelling is located and the other improvements located on the parcel for which any of the following apply: The dwelling is primarily used as the domicile of an owner who is a natural person.

If you own your primary residence, you are eligible for the Homestead Exemption on your Real Estate Tax. The Homestead Exemption reduces the taxable portion of your property's assessed value. With this exemption, the property's assessed value is reduced by $80,000.

Age requirements A person aged 65 years or older, A person who lives in the same household with a spouse who is aged 65 years or older, or. A person aged 50 years or older who is a widow of someone who reached the age of 65 before passing away.

Age requirements A person aged 65 years or older, A person who lives in the same household with a spouse who is aged 65 years or older, or. A person aged 50 years or older who is a widow of someone who reached the age of 65 before passing away.

The income limit is $35,000 a year for homeowners and $15,000 annually for renters, and half of Social Security income is excluded. Spouses, personal representatives or estates may also file rebate claims on behalf of claimants who lived at least one day in the claim year and meet all other eligibility criteria.

If you own your primary residence, you are eligible for the Homestead Exemption on your Real Estate Tax. The Homestead Exemption reduces the taxable portion of your property's assessed value. With this exemption, the property's assessed value is reduced by $80,000.

The Homestead Exemption reduces the taxable portion of your property assessment by $80,000 if you own a home in Philadelphia and use it as your primary residence. Homeowners will typically save up to $1,119 each year with Homestead starting in 2023.

More info

Application forms and instructions. Property owners enroll their properties for the homestead and farmstead exclusions through an application to their county tax assessment office.Download and complete the form and be sure to include the percentage of the property which is used solely as your residence in question number 10. Only complete this section (questions 7, 8, and 9) if you are applying for a farmstead exclusion. Exemption Instructions and Application. Return completed application to: Lake County Property Appraiser. A married couple is allowed homestead exemption on only 1 residence. Complete applications with all required documentation and apply in person at. The following information must be provided in order to process your Homestead tax Exemption Application. 1. Please read instructions on reverse side before completing application.

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Pennsylvania Homestead Exclusion Application and Instructions