Are you ready to cross the line for your buyers?
I had a client refer her parents to me to represent them on their move to the area. The father has Parkinson's Disease and needed to now live closer to family.
At closing, the attorney reminded the buyers that they needed to file their homestead exemption. The home that these buyers were closing on was located in a county where there is a senior exemption that removes the school tax at age 62. Yes, a substantial tax cut for the owner of a home in this county! My buyers are now 61 and will be able to enjoy this tax benefit next year.
On the way back from closing in the car, I informed my buyers that this county requires the new buyers to bring in their paperwork in person to the county tax office. I also informed them that they should bring in the information for making sure the tax office knew that they would be filing the senior exemption for the following year.
I again followed up again several months later to remind this buyer how important to file this county homestead exemption.
On the day before the county's deadline, I called the wife to verify they had filed this important paperwork. She responded back to me that she had called the tax office and they told her not to come in until after her husband's birthday in the fall. NO!!! I informed her that she still needed to go into the tax office prior to this year's deadline. I then called the husband. He informed me that they had already taken care of it. ???? That little voice in the back of head was warning me that there was a problem. I then called the tax office to confirm. The tax office informed me that NO, they had not filed the paperwork, and today was the deadline!!! For some, this might have crossed the line. I was implying that I didn't believe what he was telling me.
I immediately called the daughter to inform her of the situation. She picked up the phone and brought her parents directly to the tax office. Whew. Just made the deadline.
I may have crossed the line, but after they returned from the tax office, the buyer texted me a very grateful thank you.