Northside/Pine Knolls/Tin Top
Property Tax Relief Program
For the last ten years or more, neighbors of these historic communities, many of whom have lived here for decades, have faced
rapidly increasing property taxes.
Since 2016, the Jackson Center has offered a limited
number of small grants (~$200-$1000) to assist with property taxes for aging,
long-term, low-moderate income households in Northside, Pine Knolls, and Tin Top.
The goal of this program is to help neighbors stay rooted in these communities.
These limited funds will
be available based on eligibility and priority. This Property Tax Relief Program will prioritize our elderly neighbors,
who are mostly on a fixed income, and who are still facing a burden even if
they qualify for and receive current relief strategies such as the Homestead
Exemption and Circuit Breaker.
Eligibility*:
●
Homeowners
with a household income less than or equal to (< or =) 80% Area Median
Income, defined as the following:
o For a household of one, less than or
equal to $47,500 per year
o For a household of two, less than or
equal to $54,300 per year
o For a household of three, less than or
equal to $61,100 per year
o For a household of four, less than or
equal to $67,850 per year
●
*All
applicants will need to have participated in or hosted a ÒKeeping Your House A Home: Preservation ToolsÓ discussion by December 1. This 1.5-hour interactive
workshop, developed by neighborhood leaders and civil rights attorneys, shares
many additional tools and resources that can keep a house a home: property tax
resources, home repair programs, legal and financial tools to help ensure the
future you want for your home.
There may be other ways to further reduce your home costs or property tax burden, and we want to make sure
these resources are shared widely (and hope you will share additional ones you
know about too). If you have already attended a workshop,
we ask you to host one or do a follow-up session with our Community Advocacy
Specialist, Kathy Atwater.
Priority Households (Limited funds
available, attention will be given to the following first):
●
At least
one homeowner 62 years of age or
older and/or disabled.
●
Homes in
which at least one member of the household has lived in the community more
than 10 years.
●
Homeowners
at a lower income or paying a large percentage of income to property taxes.
●
Property
taxes are current through 2018 or on a payment plan. If
you need help catching up on back taxes, please contact the Jackson Center to
discuss options.
Application: Fill out the attached application
and return it between now and September 13th
to the Jackson Center (by hand or by mail).
Applications will be prioritized by age of owner, tenure in the
neighborhood, and level of tax burden (taxes as % of income). Call us with any questions!
Estimated Range of Assistance: ~$200-$1000 per household.
Disbursement of Funds: All applicants will be notified by
October 15th of your eligibility and the amount of the property tax grant
available for your household. At
that point, Jackson Center staff will contact you to finalize a date for
ÒKeeping Your House A Home: Preservation ToolsÓ workshop or work with you to
host a workshop in your home. Grant funds will
be paid directly to Orange County Tax Assessor on behalf of owner via certified
check by November 22, 2019.
*If you are in need and miss the
application window, please contact the Jackson Center
PROPERTY TAX SUPPORT APPLICATION:
Instructions: Complete this form fully, and submit it to the Jackson Center with income verification. Your private information is 100% confidential; all sensitive information will be shredded once referral to other programs is complete. As relevant, the Jackson Center will provide you with applications to other home retention & property tax programs for which you may qualify.
DATE
_______________
APPPLICANTÕS NAME
__________________________________________________________________
BIRTHDATE OF
APPLICANT: _________________
STREET ADDRESS
______________________________________________________________________
______________________________________________________________________
TELEPHONE #
______________________________________________________________________
TOTAL NUMBER OF
PERSONS LIVING IN HOUSEHOLD AS THEIR PRIMARY RESIDENCE
_____________
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Name(s) of all
additional permanent household members |
Birthdate |
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ARE YOU AN OWNER
OCCUPANT OF YOUR HOME? _____Yes
______No
DO YOU HAVE A
RECORDED DEED IN YOUR NAME OR THE NAME OF A FAMILY MEMBER? ____Yes
_____No
WHAT YEAR DID YOU* MOVE INTO
YOUR HOME? __________________
*for household member who has been here longest
*HOW LONG HAVE
YOU LIVED IN NORTHSIDE/PINE KNOLLS/TIN
TOP?
________________
*please list total years of resident who
has been here longest
IS ANY PERSON IN
THE HOUSEHOLD DISABLED? ___________________
If
yes, what is his/her/their disability, and is that person receiving disability
benefits?
_________________________________________________________________________________________________________
ARE THERE ANY
VETERANS IN YOUR HOUSEHOLD? ____________________
HOW DID YOU HEAR
ABOUT THIS PROPERTY TAX PROGRAM? ________________________________
FEEL FREE TO USE
THE SPACE BELOW TO TELL US ABOUT YOUR HOUSEHOLD – your history,
neighborhood connection, why living in Northside/Pine
Knolls/Tin Top is important, etc. (this question
isnÕt required):
PART II: INCOME AND PROPERTY TAX INFORMATION:
TOTAL HOUSEHOLD
ANNUAL INCOME (Fill out chart on the next page to get this #): ____________
2019 PROPERTY TAX BILL AMOUNT
(please include a copy):
_______________
ARE YOU CURRENT
ON YOUR PROPERTY TAXES (through 2018)?
______________
IF NOT, ARE YOU
ON A PAYMENT PLAN?
____________
If
yes, please describe:
________________________________________________________________
DO YOU HAVE A
MORTGAGE ON YOUR HOME? _____________________
If
yes, are your taxes through escrow (i.e. through your mortgage company?): _____
PLEASE FILL OUT THE INCOME CHART ON THE
FOLLOWING PAGE!
2019 Income Verification Form
Calculating Household Income
In order to calculate your householdÕs
income, please fill out the worksheet below with the pre-tax income of each
person in the house. If someone does not have any income, write their name in
the first column and ÒnoneÓ under income source.
The following sources of income should be
considered when calculating total household income:
1. Wages, salaries, tips, commissions, etc.
(except full-time students);
2. Self-employment income from own non-farm
business, including proprietorships and partnerships (except full-time
students);
3. Interest, dividends, net rental income, or
income from estates or trusts;
4. Social
Security or railroad retirement;
5. Supplemental
Security Income, Aid to Families with Dependent Children, or other public
assistance or public welfare programs;
6. Retirement,
survivor, or disability pensions; and
7. Any other
sources of income received regularly, including VeteransÕ (VA) payments,
unemployment compensation, child support and alimony.
Household Income Worksheet
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List
ALL Household Members (Repeat
household members with multiple sources of income for each source) |
Income
Source |
Monthly
Income |
Annual
Income |
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2. |
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4. |
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Total Annual Income: |
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Household members
are those who live in the same home as their primary residence.
2019 Income
Verification Form (continued)
If possible, to
speed up the referral process, please
attach one or more documents verifying all sources of income in the household.
These documents can include the following, listed in order from most to least
useful:
1. Most recent income tax returns
2. Annual social security statements
3. Other retirement income statements
4. Pay stubs
5. Monthly bank statements,
6. Other documents showing your full pre-tax
income.
I
hereby certify that the above information is complete and accurate to the best
of my knowledge. The income estimate includes income for all household members.
I understand that I may be required to submit additional documentation.
__________________________________________________
______________
____________________
ApplicantÕs
Signature
Date
PART III: ÒKEEPING YOUR HOUSE A HOME: PRESERVATION TOOLSÓ Workshop
**All eligible applicants will need to have
participated in or hosted a ÒKeeping Your House A Home: Preservation ToolsÓ
workshop by December 1.
What is this workshop? This 1.5-hour interactive workshop, developed by
neighborhood leaders and civil rights attorneys, shares many additional tools
and resources that can keep a house a home: property tax resources, home repair
programs, legal and financial tools to help ensure the future you want for your
home. In this workshop, we discuss
the values of homes in the neighborhood, walk through tools that can be used to
ensure the future you want for your home, and discuss existing resources and
programs that help families stay rooted in our community and ways residents can
help shape neighborhood outcomes.
The workshop is designed to be a small group discussion because many
neighbors know of tools others do not.
This workshop does not require any private information to be shared.
What does participation require?
You can simply participate in a workshop hosted at the Jackson
Center. This would require you to
sign up for one of the sessions below, attend at the designated time, and
participate for a 1.5 hour workshop/discussion.
What does hosting a workshop involve? We
have had several neighbors who have invited a few of their neighbors to their
homes and hosted the workshop along with Jackson Center staff. This provides an opportunity to ensure
the discussion is with neighbors you know well. We have had other neighbors who are homebound or prefer
privacy.
PART III CONTINUED: ÒKEEPING YOUR HOUSE A HOME:
PRESERVATION TOOLSÓ
*see prior page for more information
These neighbors can also host a private
workshop at their homes. If you are interested in having the workshop at your
home, please check the box below to host and we will be in touch with you to
schedule this in October/November.
What if I have already attended or hosted a
workshop? We ask that you help organize a workshop
with neighbors or family members who have not attended or sign up for a
one-on-one follow-up session with our staff.
Why is this workshop required? The
goal of this property tax relief program is to assist neighbors with the rising
costs of living and to help neighbors stay here who wish to stay here. There are many other additional
resources, many of which are more substantial and permanent than our grant
funds. We want to make sure all of
these resources are shared and mobilized.
This also gives us a chance to learn about new tools from neighbors as
well.
Please check at least one option below:
___
Option 1: I have not
attended a workshop and will be happy to attend one in the coming month.
___
Option 2: I am
interested in hosting a workshop at my home.
___
Option 3: I have attended a
workshop and would like a follow-up session. A few neighbors I would recommend for a workshop would
be:
FINAL APPLICATION
CHECKLIST:
Please turn in this application to the Jackson Center, attention Kathy Atwater. You can bring it in or mail it (contact information at bottom of page).
APPLICATION COMPONENT: COMPLETED (X):
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Application Part 1 (General and Contact Information) |
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Application Part 2 (Income and Property Tax Information) |
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Application Part 3 (Keeping Your House A Home Sign-up) |
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Attachments for Verification of Income |
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Copy of Property Tax Bill |
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