Loading please wait

Loading please wait
Sign In
Island County > Assessor's Department > Senior/Disabled Exemptions

Island County Senior​​/Disabled Residents


Due to the Passing of State Bill 5186, Starting with the 2016 Property Tax Year utilizing your 2015 income, the Senior/Disabled Exemption Income Levels have changed. You will automatically be placed in the appropriate level if you are already receiving the exemption. There is no further action required by you.

Tier 1 $0-$30,000: Exempt from regular property taxes on $60,000 or 60% of the valuation whichever is greater plus exempt from 100% of excess levies
Tier 2 $30,001-$35,000: Exempt from regular property taxes on $50,000 or 35% of the valuation whichever is greater not to exceed $70,000 plus exempt from 100% of excess levies
Tier 3 $35,001-$40,000: Exempt from 100% of excess levies

 

If you have any questions regarding the exemption level change, contact Nicole Wheat at the Island County Assessor’s office at 360-678-7853. If you have questions regarding the taxes please contact the Island County Treasurer at 360-679-7302.

Senior/Disabled Exemption

If you are a senior citizen or disabled person with your primary residence in Washington State (own and occupy more than 6 months a year) (VACANT LAND does not qualify) this program offers a reduction in property tax based on eligibility requirement of age (61 or older) or disability and income qualification (under $35,000 a year for 2014 and previous or $40,000 for 2015 and forward).

For details about the program  click here.

NEW TO PROGRAM:

If you are new to the program and want to apply for the first time, turned 61 in 2014 and meet the income qualifications you can apply for the exemption this year with your 2014 income information for a reduction in your 2015 property taxes.

LEVELS OF EXEMPTION:

LEVEL 1:

  • $0—$25,000 (2014 Income)
  • $0—$30,000 (2015 Income)

If your annual income for the assessment year (last year) is UNDER $30,000, your home will be exempt from regular levies on $60,000 of your homes assessed value—whichever is greater.

For example: your annual income is $18,000 and your assessed home value is $150,000, your taxable property value will be $60,000

LEVEL 2:

  • $25,001—$30,000 (2014 Income)
  • $30,001—$35,000 (2015 Income)

If your annual income for the assessment year (last year) is between $30,001—$35,000, your home will be exempt from regular levies on $50,000 or 35% of your homes assessed value, whichever is greater.

For example: your annual income is $28,000 and your assessed home value is $150,000, your taxable property value will be $97,500

LEVEL 3:

  • $30,001—$35,000 (2014 Income)
  • $35,001—$40,000 (2015 Income)

If your annual income for the assessment year (last year) is between $35,001 and $40,000, your home will be exempt from all excess and special levies.

AGE OR DISABILITY

You must meet one of the following:

  • Age 61 or over by December 31 (of last year), OR
  • 100% military service-connected disability, OR
  • Social Security-deemed disabled or letter of disability from your doctor (Proof of age or disability, including date deemed disabled, must be submitted with the application) ​

 

AND


 

OWNERSHIP & RESIDENCY

You must own and occupy the home in Washington State for which the exemption is claimed in total (fee owner), as a life estate (including a lease for life), or by contract purchase by December 31 of the assessment year.

A home owned jointly by a married couple, a registered domestic partnership or by co-tenants is considered owned by each spouse, domestic partner, or co-tenant. Only one person must meet the age or disability requirements. A co-tenant is a person who resides with the claimant and has ownership interest in the residence. Income information for the co-tenant must be provided.

  • The property must be your primary residence at the time of your application and you must occupy the home for more than six months each year.
  • Properties used as a vacation home are not eligible for the exemption program.
  • Vacant land does not qualify for the program

​AND

INCOME

Your annual combined disposable income cannot exceed $35,000

  • This includes ALL household income
  • Non-reimbursed expenses paid by you (or your spouse/partner) for prescription drugs, Medicare premiums, nursing home or adult family home care

TO APPLY, PLEASE BRING YOUR:

  • IRS Tax Return or an official IRS Transcript (bring all pages for years listed above) & Supporting Documents

IF NO TAX RETURN WAS FILED THEN GATHER THE ITEMS FROM BELOW THAT PERTAIN TO YOU:

  • Social Security end-of-year 1099 form
  • Pension or Annuity end-of-year 1099 form
  • Interest Income end-of-year 1099 form
  • IRA Income
  • Disability letter from Social Security or Doctor
  • Unemployment Benefits
  • VA Disability Letter
  • Military Benefits
  • Life Estate Documents
  • Revocable, Irrevocable or Living Trust Documents
  • Receipts of any other income you might be receiving within your household (this includes rentals)
  • Prescription costs (that you had to pay for) for the year (s) listed at top of this sheet (call your pharmacy and ask for a print-out)
  • Receipts for in-home care such as lawn care, house cleaning, window washing, Life Alert, and any daily/weekly/monthly in-home nurse visits
  • Receipts for nursing home care or adult family home care
  • Receipts for in home care equipment either rented or purchased
  • Photo ID (example: ID Card, Driver’s License or Passport

ALLOWABLE DEDUCTIONS:

We may be able to deduct any non-reimbursed expenses paid by you, your spouse or domestic partner for things such as:

  • Nursing home (example: rehab for stroke or hip or shoulder replacement etc.)
  • Adult Family Home
  • In-home care (example: nurse visits, lawn mowing, windows, house cleaning, etc.)
  • Prescriptions (that you had to pay for out-of-pocket)
  • Insurance premiums for Medicare (paid through Social Security) (Supplemental insurance does not count unless it is for Part D)

Click on the link below to see and print out the form needed.

 
THESE FORMS ARE BEST UTILIZED WHEN VIEWED USING MICROSOFT INTERNET EXPLORER

RENEWALS:

Renewal of your senior and disabled property tax exemption is once every four years! Our office will mail you the Renewal form.

You will file once every four years based on the first initial of your last name.

If your last name begins with:

  • A-D you file in 2016
  • E-K you file in 2017
  • L-R you file in 2018
  • S-Z you file in 2019

Click on the following links to see and print out the forms needed.

THESE FORMS ARE BEST UTILIZED WHEN VIEWED USING MICROSOFT INTERNET EXPLORER


CHANGE IN STATUS:

You must notify us whenever there is a change in status for the following reasons:

  • Change in income level
  • Change in living circumstances
  • Death of a spouse, domestic partner or applicant
  • If your income was substantially reduced (or increased) for at least two months before the end of the year and you expect that change in income to continue indefinitely

You can use this form to report the change.

THESE FORMS ARE BEST UTILIZED WHEN VIEWED USING MICROSOFT INTERNET EXPLORER


PROPERTY TAX DEFERRALS FOR SENIOR CITIZENS & DISABLED:

Under the Deferral Program, the Washington State Department of Revenue pays the property taxes and/or special assessments on your behalf.

The deferred amount, plus interest (5% a year), becomes a lien in favor of the state until the total amount is repaid. Property tax deferral is available for property taxes and /or special assessments on your primary residence and up to five acres of land. Mobile homes may qualify even if the land where the mobile home is located is leased or rented.

You must first apply for the Senior/Disabled Exemption to reduce your taxes before applying for the Deferral Program. Minimum qualifications for the Deferral Program are 60 years of age by December 31 st of the year you are applying or disabled, must own the home and reside in the home for more than 6 months out of the year and have income less than $40,000 starting in 2015. For more information regarding the program please click here.

THESE FORMS ARE BEST UTILIZED WHEN VIEWED USING MICROSOFT INTERNET EXPLORER


LIMITED INCOME DEFERRAL:

Under the Deferral Program, the Washington State Department of Revenue pays the property taxes and/or special assessments on your behalf.

The deferred amount, plus interest (2% a year), becomes a lien in favor of the state until the total amount is repaid. This deferral is to assist in paying your second half taxes. In order to apply for this Deferral your first half property taxes must be paid in full. Property tax deferral is available for property taxes and /or special assessments on your primary residence and up to five acres of land. Mobile homes may qualify even if the land where the mobile home is located is leased or rented.

APPLICATION SUBMITTAL:

You can mail your information to the Assessor’s office or drop off your application in Coupeville or at the Camano Annex.

  • Coupeville Street address – 1 NE 7 th Street, Suite 208
  • Coupeville Mailing address – PO Box 5000, Coupeville WA 98239
  • Camano Annex address – 121 NE Camano Drive

For more information contact  N.Wheat@co.island.wa.us  or call 360-678-7853


​​

 Senior/Disabled Tax Obligation 2017

Island County

Copyright Island County. All Rights Reserved 2017

Site Disclaimer | Contact Us


Main Offices

Whidbey Office
1 NE 7th Street
Coupeville, WA 98239

Camano Office
121 N East Camano Dr
Camano Island, WA 98282

Helpful Numbers

Main Line: (360) 678-5111
Sheriff: (360) 679-7310

Juror Recordings
Superior Court: (800) 254-2755
District Court: (800) 946-9765

Island County Directory