Bill Text: NY S01420 | 2011-2012 | General Assembly | Introduced


Bill Title: Includes persons with disabilities (defined) within the definition of head of household for purposes of making them eligible for the senior citizens' tax abatement for rent-controlled and rent-regulated property.

Sponsorship: Partisan Bill (Republican 1)

Status: (Introduced - Dead) 2012-01-04 - REFERRED TO AGING [S01420 Detail]

Download: New_York-2011-S01420-Introduced.html
                           S T A T E   O F   N E W   Y O R K
       ________________________________________________________________________
                                         1420
                              2011-2012 Regular Sessions
                                   I N  S E N A T E
                                    January 7, 2011
                                      ___________
       Introduced  by  Sen.  GOLDEN -- read twice and ordered printed, and when
         printed to be committed to the Committee on Aging
       AN ACT to amend the real property tax law, in relation  to  providing  a
         rent increase exemption to persons with disabilities
         THE  PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND ASSEM-
       BLY, DO ENACT AS FOLLOWS:
    1    Section 1. Paragraphs a and b of subdivision 3 of section 467-b of the
    2  real property tax law, as amended by section 1 of  chapter  188  of  the
    3  laws  of  2005,  paragraph a as separately amended by chapter 205 of the
    4  laws of 2005, are amended to read as follows:
    5    a. for a dwelling unit where the head of the  household  is  a  person
    6  sixty-two  years  of  age  or  older,  OR  IS A PERSON WITH A DISABILITY
    7  RECEIVING SOCIAL  SECURITY  DISABILITY  INSURANCE  (SSDI)  OR  CURRENTLY
    8  RECEIVING MEDICAL ASSISTANCE BENEFITS BASED ON DETERMINATION OF DISABIL-
    9  ITY  AS  PROVIDED  IN  SECTION  THREE  HUNDRED  SIXTY-SIX  OF THE SOCIAL
   10  SERVICES LAW AS DEFINED IN SUBDIVISION FIVE  OF  THIS  SECTION,  no  tax
   11  abatement  shall be granted if the combined income of all members of the
   12  household for the income tax year  immediately  preceding  the  date  of
   13  making  application exceeds four thousand dollars, or such other sum not
   14  more than twenty-five thousand dollars beginning July first,  two  thou-
   15  sand  five,  twenty-six thousand dollars beginning July first, two thou-
   16  sand six, twenty-seven thousand dollars beginning July first, two  thou-
   17  sand  seven,  twenty-eight  thousand  dollars  beginning July first, two
   18  thousand eight, and twenty-nine thousand dollars beginning  July  first,
   19  two  thousand  nine,  as  may be provided by the local law, ordinance or
   20  resolution adopted pursuant to this section, provided that when the head
   21  of the household retires before the commencement of such income tax year
   22  and the date of filing the application, the income for such year may  be
   23  adjusted  by  excluding  salary  or  earnings  and projecting his or her
   24  retirement income over the entire period of such year.
        EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
                             [ ] is old law to be omitted.
                                                                  LBD04760-01-1
       S. 1420                             2
    1    b. (1) for a dwelling unit where the head of the  household  qualifies
    2  as  a  person  with  a disability RECEIVING SUPPLEMENTAL SECURITY INCOME
    3  (SSI) BENEFITS UNDER THE FEDERAL SOCIAL SECURITY ACT pursuant to  subdi-
    4  vision  five  of  this section, no tax abatement shall be granted if the
    5  combined  income for all members of the household for the current income
    6  tax year exceeds the maximum income above which such head of the  house-
    7  hold  would not be eligible to receive cash supplemental security income
    8  benefits under federal law during such tax year.  PROVIDED THAT WHEN THE
    9  HEAD OF THE HOUSEHOLD RETIRES BEFORE THE COMMENCEMENT OF SUCH INCOME TAX
   10  YEAR AND THE DATE OF FILING THE APPLICATION, THE INCOME  FOR  SUCH  YEAR
   11  MAY  BE  ADJUSTED  BY EXCLUDING SALARY OR EARNINGS AND PROJECTING HIS OR
   12  HER RETIREMENT INCOME OVER THE ENTIRE PERIOD OF SUCH YEAR.
   13    (2) FOR A DWELLING UNIT WHERE THE HEAD OF THE HOUSEHOLD QUALIFIES AS A
   14  PERSON WITH A DISABILITY  RECEIVING  DISABILITY  PENSION  OR  DISABILITY
   15  COMPENSATION BENEFITS PROVIDED BY THE UNITED STATES DEPARTMENT OF VETER-
   16  ANS  AFFAIRS PURSUANT TO SUBDIVISION FIVE OF THIS SECTION, NO TAX ABATE-
   17  MENT SHALL BE GRANTED IF THE COMBINED INCOME  FOR  ALL  MEMBERS  OF  THE
   18  HOUSEHOLD  FOR  THE  CURRENT  INCOME TAX YEAR EXCEEDS THE MAXIMUM INCOME
   19  ABOVE WHICH SUCH HEAD OF THE HOUSEHOLD WOULD NOT BE ELIGIBLE TO  RECEIVE
   20  CASH DISABILITY PENSION OR DISABILITY COMPENSATION BENEFITS UNDER FEDER-
   21  AL  LAW  DURING SUCH TAX YEAR. PROVIDED THAT WHEN THE HEAD OF THE HOUSE-
   22  HOLD RETIRES BEFORE THE COMMENCEMENT OF SUCH INCOME  TAX  YEAR  AND  THE
   23  DATE OF FILING THE APPLICATION, THE INCOME FOR SUCH YEAR MAY BE ADJUSTED
   24  BY  EXCLUDING  SALARY  OR  EARNINGS AND PROJECTING HIS OR HER RETIREMENT
   25  INCOME OVER THE ENTIRE PERIOD OF SUCH YEAR.
   26    S 2. Paragraphs a and b of subdivision 3 of section 467-b of the  real
   27  property  tax law, as amended by section 2 of chapter 188 of the laws of
   28  2005, are amended to read as follows:
   29    a. for a dwelling unit where the head of the  household  is  a  person
   30  sixty-two  years  of  age  or  older,  OR  IS A PERSON WITH A DISABILITY
   31  RECEIVING SOCIAL  SECURITY  DISABILITY  INSURANCE  (SSDI)  OR  CURRENTLY
   32  RECEIVING MEDICAL ASSISTANCE BENEFITS BASED ON DETERMINATION OF DISABIL-
   33  ITY  AS  PROVIDED  IN  SECTION  THREE  HUNDRED  SIXTY-SIX  OF THE SOCIAL
   34  SERVICES LAW AS DEFINED IN SUBDIVISION FIVE  OF  THIS  SECTION,  no  tax
   35  abatement  shall be granted if the combined income of all members of the
   36  household for the income tax year  immediately  preceding  the  date  of
   37  making application exceeds three thousand dollars, or such other sum not
   38  more  than  five  thousand  dollars as may be provided by the local law,
   39  ordinance or resolution adopted pursuant to this section, provided  that
   40  when  the  head of the household retires before the commencement of such
   41  year and the date of filing the application, the income  for  such  year
   42  may  be  adjusted  by  excluding  salary  or earnings and projecting his
   43  retirement income over the entire period of such year.
   44    b. (1) for a dwelling unit where the head of the  household  qualifies
   45  as  a  person  with  a disability RECEIVING SUPPLEMENTAL SECURITY INCOME
   46  (SSI) BENEFITS UNDER THE FEDERAL SOCIAL SECURITY ACT pursuant to  subdi-
   47  vision  five  of  this section, no tax abatement shall be granted if the
   48  combined income for all members of the household for the current  income
   49  tax  year exceeds the maximum income at which such head of the household
   50  would not be eligible to receive cash supplemental security income bene-
   51  fits under federal law during such tax year.   PROVIDED  THAT  WHEN  THE
   52  HEAD OF THE HOUSEHOLD RETIRES BEFORE THE COMMENCEMENT OF SUCH INCOME TAX
   53  YEAR  AND  THE  DATE OF FILING THE APPLICATION, THE INCOME FOR SUCH YEAR
   54  MAY BE ADJUSTED BY EXCLUDING SALARY OR EARNINGS AND  PROJECTING  HIS  OR
   55  HER RETIREMENT INCOME OVER THE ENTIRE PERIOD OF SUCH YEAR.
       S. 1420                             3
    1    (2) FOR A DWELLING UNIT WHERE THE HEAD OF THE HOUSEHOLD QUALIFIES AS A
    2  PERSON  WITH  A  DISABILITY  RECEIVING  DISABILITY PENSION OR DISABILITY
    3  COMPENSATION BENEFITS PROVIDED BY THE UNITED STATES DEPARTMENT OF VETER-
    4  ANS AFFAIRS PURSUANT TO SUBDIVISION FIVE OF THIS SECTION, NO TAX  ABATE-
    5  MENT  SHALL  BE  GRANTED  IF  THE COMBINED INCOME FOR ALL MEMBERS OF THE
    6  HOUSEHOLD FOR THE CURRENT INCOME TAX YEAR  EXCEEDS  THE  MAXIMUM  INCOME
    7  ABOVE  WHICH SUCH HEAD OF THE HOUSEHOLD WOULD NOT BE ELIGIBLE TO RECEIVE
    8  CASH DISABILITY PENSION OR DISABILITY COMPENSATION BENEFITS UNDER FEDER-
    9  AL LAW DURING SUCH TAX YEAR. PROVIDED THAT WHEN THE HEAD OF  THE  HOUSE-
   10  HOLD  RETIRES  BEFORE  THE  COMMENCEMENT OF SUCH INCOME TAX YEAR AND THE
   11  DATE OF FILING THE APPLICATION, THE INCOME FOR SUCH YEAR MAY BE ADJUSTED
   12  BY EXCLUDING SALARY OR EARNINGS AND PROJECTING  HIS  OR  HER  RETIREMENT
   13  INCOME OVER THE ENTIRE PERIOD OF SUCH YEAR.
   14    S 3. Paragraph d of subdivision 1 of section 467-c of the real proper-
   15  ty tax law, as separately amended by chapters 188 and 205 of the laws of
   16  2005, is amended to read as follows:
   17    d. "Eligible  head  of the household" means (1) a person or his or her
   18  spouse who is sixty-two years of age or older, OR IS  A  PERSON  WITH  A
   19  DISABILITY  RECEIVING  SOCIAL  SECURITY  DISABILITY  INSURANCE (SSDI) OR
   20  CURRENTLY RECEIVING MEDICAL ASSISTANCE BENEFITS BASED  ON  DETERMINATION
   21  OF  DISABILITY  AS  PROVIDED  IN  SECTION THREE HUNDRED SIXTY-SIX OF THE
   22  SOCIAL SERVICES LAW AS DEFINED  IN  SUBDIVISION  FIVE  OF  SECTION  FOUR
   23  HUNDRED  SIXTY-SEVEN-B  OF THIS TITLE, and is entitled to the possession
   24  or to the use and occupancy of a dwelling unit, provided, however,  with
   25  respect  to  a  dwelling  which  was  subject  to  a mortgage insured or
   26  initially insured by the federal  government  pursuant  to  section  two
   27  hundred  thirteen of the National Housing Act, as amended "eligible head
   28  of the household" shall be limited to that person or his or  her  spouse
   29  who was entitled to possession or the use and occupancy of such dwelling
   30  unit  at the time of termination of such mortgage, and whose income when
   31  combined with the income of all other members of the household, does not
   32  exceed six thousand five hundred dollars for the taxable period, or such
   33  other sum not less than sixty-five hundred dollars nor more  than  twen-
   34  ty-five  thousand dollars beginning July first, two thousand five, twen-
   35  ty-six thousand dollars beginning July first, two thousand six,  twenty-
   36  seven  thousand  dollars  beginning  July  first,  two  thousand  seven,
   37  twenty-eight thousand dollars beginning July first, two thousand  eight,
   38  and  twenty-nine  thousand  dollars  beginning  July first, two thousand
   39  nine, as may be provided by local law; or (2) a person with a disability
   40  as defined in this subdivision.
   41    S 4. Paragraph m of subdivision 1 of section 467-c of the real proper-
   42  ty tax law, as added by chapter 188 of the laws of 2005, is  amended  to
   43  read as follows:
   44    m.  "Person  with  a  disability" means an individual who is currently
   45  receiving social security disability insurance  (SSDI)  or  supplemental
   46  security  income (SSI) benefits under the federal social security act or
   47  disability pension or disability compensation benefits provided  by  the
   48  United  States department of veterans affairs or those previously eligi-
   49  ble by virtue of receiving disability benefits  under  the  supplemental
   50  security  income  program  or the social security disability program and
   51  currently receiving medical assistance benefits based  on  determination
   52  of  disability  as  provided  in  section three hundred sixty-six of the
   53  social services law [and whose]. PROVIDED, HOWEVER,  FOR  AN  INDIVIDUAL
   54  WHO  IS CURRENTLY RECEIVING SUPPLEMENTAL SECURITY INCOME (SSI) BENEFITS,
   55  income for the current income tax year, together with the income of  all
   56  members  of  such  individual's  household,  [does] SHALL not exceed the
       S. 1420                             4
    1  maximum income at which such individual would  be  eligible  to  receive
    2  cash supplemental security income benefits under federal law during such
    3  tax year.  PROVIDED, FURTHER, FOR AN INDIVIDUAL WHO IS CURRENTLY RECEIV-
    4  ING  DISABILITY  PENSION OR DISABILITY COMPENSATION BENEFITS PROVIDED BY
    5  THE UNITED STATES DEPARTMENT OF VETERANS AFFAIRS, INCOME FOR THE CURRENT
    6  INCOME TAX YEAR, TOGETHER WITH THE INCOME OF ALL MEMBERS OF  SUCH  INDI-
    7  VIDUAL'S  HOUSEHOLD,  SHALL  NOT EXCEED THE MAXIMUM INCOME AT WHICH SUCH
    8  INDIVIDUAL WOULD BE ELIGIBLE TO RECEIVE CASH DISABILITY PENSION OR DISA-
    9  BILITY COMPENSATION BENEFITS UNDER FEDERAL LAW DURING SUCH TAX YEAR.
   10    S 5. This act shall take effect on the ninetieth day  after  it  shall
   11  have  become a law, provided that the amendments to section 467-b of the
   12  real property tax law made by section one of this act shall  be  subject
   13  to  the  expiration and reversion of such section pursuant to section 17
   14  of chapter 576 of the laws of 1974, as amended, when upon such date  the
   15  provisions of section two of this act shall take effect.
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