2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

New Parcel Tax Law To Help Seniors Apply for Parcel Tax Exemption

This C.A.R. sponsored law creates a simple process for seniors or disabled homeowners to find information on how to apply for a parcel tax exemption.

Existing law allows for the imposition of parcel taxes, which are special taxes assessed on individual pieces of property, to fund, among other things, education. Under current law, school districts may exempt seniors (65 years of age or older) and severely disabled individuals, who are typically on fixed incomes, from paying parcel taxes. Unfortunately, many senior and severely disabled homeowners are unable to find information on how to apply for a parcel tax exemption. This new law creates a simple process for such homeowners to find information on how to apply for a parcel tax exemption.

Commencing on January 1, 2020, this law requires a school district that provides for an exemption from a qualified special tax described, and contracts or enters into an agreement with the county to collect the qualified special tax within the district, to annually provide specified information relating to that exemption to the county tax collector. It requires a county tax collector that receives that information to include a hyperlink, identified as “Parcel Tax Exemptions,” on the tax collector’s Internet Web site homepage to another location on the tax collector’s Internet Web site that contains the information submitted by the school district to the tax collector relating to that exemption. Additionally, if a school district provides for an exemption from a qualified special tax and enters into an agreement with the county to collect the tax, it requires a county tax collector to include on each county tax bill information indicating that school district parcel tax exemption information is available on the tax collector’s Internet Web site, except as specified.

Assembly Bill 2458 is codified as Revenue and Taxation Code§2611.6. Effective January 1, 2020

[Ad] Are you a resident of Walnut Creek or the greater East Bay needing help with your estate plan? At Absolute Trust Counsel, your family’s safety is our number one priority. We understand how complicated it can be to know if you’re making the right legacy planning decisions, which is why we’re here to make things easier. Schedule a free discovery call, and let’s talk about how we can help build the right plan for you and your family. Or, if you have a question about the content in this blog, please feel free to get in touch with us by calling 925.943.2740 or sending an email to Info@AbsoluteTrustCounsel.com.

Looking for more information on probate? Visit our probate resource page at https://absolutetrustcounsel.com/practice-areas/probate/ for guidebooks, podcasts, videos, and more!