establishing residency in SC (Taylors, Laurens: house, transfer, purchasing)

[ftgrfr]

We are purchasing a house in Taylors. We are coming from out of state and the home will be listed as a secondary home, but we would like to make it primary soon so we can qualify for homestead. Has anyone had experience with this? Is it a huge hassle or not?

[BigRedBeth]

No big hassle; just need to go to the tax office with the required documentation, after living in the house for 1 year.

https://www.greenvillecounty.org/Cou..._Exemption.asp

[ftgrfr]

Thanks for the link. It is helpful.

[myrc60]

Originally Posted by BigRedBeth

No big hassle; just need to go to the tax office with the required documentation, after living in the house for 1 year.

https://www.greenvillecounty.org/Cou..._Exemption.asp

Thank you for this! As the surviving spouse of a qualifying applicant, I should be eligible for this deduction but the county did not set it at the lower rate when the home transferred to me! Gotta check these government agencies at every turn!

[BigRedBeth]

Originally Posted by myrc60

Thank you for this! As the surviving spouse of a qualifying applicant, I should be eligible for this deduction but the county did not set it at the lower rate when the home transferred to me! Gotta check these government agencies at every turn!

You're welcome! Yes, you have to ask for the tax break; they won't just give it to you automatically,

[UpstateJohn]

This part should be AND/OR right?

You may qualify if you are...
•age 65 on or before December 31, preceding the tax year in which you wish to claim the exemption
•totally and permanently disabled
•legally blind;
•the surviving spouse of a qualifying applicant

Just to let others know. My grandmother, my father and now my mother in law were/are set up on homestead taxes, but didn't meet each requirement, but these were/are in Laurens County, but qualifications are pretty much the same.

[myrc60]

Originally Posted by BigRedBeth

You're welcome! Yes, you have to ask for the tax break; they won't just give it to you automatically,

One would think a grieving widow would automatically get the same exemption that was already on the record of the dead taxpayer's home. Lesson learned!

Originally Posted by UpstateJohn

This part should be AND/OR right?

You may qualify if you are...
•age 65 on or before December 31, preceding the tax year in which you wish to claim the exemption
•totally and permanently disabled
•legally blind;
•the surviving spouse of a qualifying applicant

Just to let others know. My grandmother, my father and now my mother in law were/are set up on homestead taxes, but didn't meet each requirement, but these were/are in Laurens County, but qualifications are pretty much the same.

It would be OR. My late husband was permanently disabled and under 65 receiving the homestead exemption. As such if you meet one of those conditions you should receive the exemption.

The qualifications may be set by the State.