Charleston · Situation
What tax breaks help senior homeowners who downsize on Summerville?
Senior homeowners downsizing in Summerville can apply legal-residence status to whatever home they buy next, which lowers the assessment ratio and exempts that home from the school operating share of the tax bill, plus separate relief programs exist for qualifying senior and disabled owners beyond that base exemption. None of these are automatic, each requires an application through the county assessor after closing. Brian Beatty flags the filing deadlines for downsizing clients so a Summerville senior does not miss the window and pay a higher bill the first year.
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