The Taney County Senior Real Estate Relief Program
The Taney County Commission voted and passed an ordinance for
the Senior Tax Credit on May 20, 2024. The Taney County
Commission voted and passed an amended ordinance, on
10/7/2024, to adopt the modifications and clarifications due to
Senate Bill 756.
An eligible taxpayer is defined as a Taney County, Missouri
resident who:
 Is sixty-two (62) years of age or older in the initial credit
year; and
 Is an owner of record of a homestead or has a legal or
equitable interest in such property as evidenced by a written
instrument; and
 Is liable for the payment of real property taxes on such
homestead and
 The homestead must be occupied by an eligible taxpayer as
their primary residence.
Eligible taxpayers who apply for and qualify for the Taney County
Senior Real Estate Tax Relief Program will receive a credit equal
to the difference between an eligible taxpayer’s real property tax
liability on such taxpayer’s homestead for a given tax year, and
the real property tax liability on such homestead in the year that
the taxpayer became an eligible taxpayer.
For eligible taxpayers as of January 1, 2025, the credit will be
calculated by using 2024 as the base tax year. Any eligible credit

amount would be applied to the 2025 real estate tax statement.
The application process will begin January 1, 2025 and
applications must be received, in the Collector’s office by 5:00 pm
June 30, 2025, to receive credit on your 2025 Real Estate tax
statement.
Applications can be picked up in person at the Collector’s office or
printed from my website: taneycountycollector.com
If you need me to mail you an application, please send me a
request with a self -addressed, stamped envelope.

All, applications must be signed in the presence of a notary
public. The Collector’s office will have a notary available 8-4
during business days.
Questions regarding the program may be emailed to:
collector@taneycountymo.gov
Most questions can be answered, by referring to the Senior Real
Estate Tax Relief Program FAQs, for more information.
FREQUENTLY ASKED QUESTIONS
1. Do I have to apply for the Senior Real Estate Tax
Relief Program?
Yes. The program is voluntary. You will need to submit an
initial application along with supporting documentation to
the Collector’s office. Eligible taxpayers will need to submit
a renewal application for subsequent tax years to continue
receiving eligible credits. All applications must be signed in
the presence of a notary public.
2. When would I receive my tax credit?
For eligible taxpayers that submit an application by June 30,
2025, your Base year will be 2024 and any eligible credit
amount will be applied to your 2025 tax statement. Please
know that these are credits that will be applied to your tax
statement, not refunds of taxes paid.
3. What is an “Eligible Taxpayer”?
A resident of Taney County, Missouri who is sixty-two (62)
years of age or older in the initial credit year.
Is an owner of record of a homestead or has a legal or
equitable interest in such property as evidenced by a written
instrument; and
Is liable for the payment of real property taxes on such
Homestead.
4. What is my “Eligible Credit Amount”?

The Eligible Credit Amount is the difference between the
Eligible Taxpayer’s real property tax liability on the
taxpayer’s Homestead for a given tax year (minus
exclusions) and the property tax liability on the said
Homestead in the year that the taxpayer became an Eligible
Taxpayer.
*The tax credit will only apply to the residential portion of
the tax statement. The tax credit does not apply to the
Agriculture and Commercial portions*
5. What is a Homestead?
A Homestead is the real estate property occupied by an
Eligible Taxpayer as their primary residence. Mobile homes
that are assessed as personal property are not considered
real estate property for purposes of the homestead
definition.
6. Can an Eligible Taxpayer claim more than one
primary residence for purposes of this credit?
No. Eligible Taxpayers shall only claim 1 primary residence
in Missouri as their Homestead.
7. How do I apply for this Tax Credit?
The application process will begin January 1, 2025.
Completed applications along with required supporting
documentation, must be received in the Collector’s office, by
5:00 pm June 30, 2025, to receive credit on your 2025 Real
Estate tax statement.
Applications can be picked up in person at the Collector’s
office or printed from my website:
taneycountycollector.com
If you need me to mail you an application, please send me a
request with a self -addressed, stamped envelope.
All, applications must be signed in the presence of a notary
public. The Collector’s office will have a notary available 8-4
during business days.

8. Will I need to reapply for the credit each year?
Yes. Renewal applications will be a short form and will be
due by June 30, 2026.
9. What supporting documents must be submitted
with my application?
*Paid 2024 Real Estate Tax receipt (on primary
residence)
*Proof of Age (include a copy of 1 of the following)
Driver’s license
Passport
Birth Certificate
*Proof of Residency showing the address of the
homestead being claimed
Missouri Driver’s License/Missouri State ID
Voter Registration Card
*Proof of Ownership (copy of 1 of the following)
Warranty Deed OR Quit Claim Deed (names applicant
as owner)
Copy of Deed AND Copy of Trust or Operating
Agreement (a written instrument
showing the applicant has a legal or equitable interest in the property)
10. Once my application is approved, does that
mean the amount I pay for my real estate taxes is
frozen and will never go up?
No. The tax relief program does not freeze your real estate
taxes or the assessed value of your home. Countywide
reassessments will continue to happen every odd-numbered
year. Your real estate tax liability may increase
incrementally based upon changes in certain taxes which are
exempt from the program, such as the State of Missouri
Blind Pension Fund and voter-approved bond indebtedness
levies. Your taxes may also increase due to any new

construction or improvements that would cause an increase
in valuation of the overall claimed homestead, or if your
homestead is annexed into a taxing jurisdiction that was not
included on your tax bill in the initial credit year.
11. How will I know the amount of the tax credit I’m
receiving?
Any tax credit will be noted on the annual real estate
statement sent by the Taney County Collector. You will be
responsible for paying the remaining amount of taxes due on
the statement. The tax bills are due upon receipt and must
be paid before/on December 31st to receive the credit.
*Remember No tax credit shall be granted to a taxpayer that
owes delinquent taxes, interest, or penalties pursuant to the
Taney County Commission Amended Order & Ordinance
adopted 10/7/2024*
12. My real estate taxes are paid through my
mortgage company. How will this credit be applied
for me?
The Collector’s office will notify any escrow company that
requests the annual tax information for parcels that they
service. This tax information will include the amount of
taxes due less any applied credit. As always, it is the
taxpayer’s responsibility to make sure the taxes are paid
timely by their escrow company.
13. My primary residence is currently enrolled in the
quarterly installment plan (Pay In Advance). Can I
continue to participate in the installment plan if I
also receive an eligible credit?
Yes. You can continue to be enrolled in the real estate
installment plan for taxes on your primary residence even if
you are receiving an eligible credit.
14. What happens if I sell my home for which I was
receiving eligible credits for?

The eligible credit is based on the primary residence as
indicated on the application. The tax credits do not transfer
to another homestead or to the new owner. If you meet the
criteria for an eligible taxpayer, you will need to complete
the application process for the new homestead.
15. What if only one homeowner meets the age
requirement for the tax credit?
Only one homeowner needs to meet the age requirement for
the household to claim the tax credit.
*Both homeowners may sign the application. If the first
applicant dies, the second applicant (if age 62) would
continue to use the Initial Credit Year established.*
Mona Cope
Taney County Collector
PO Box 278
132 David St
Forsyth, MO 65653
mona.cope@taneycountymo.gov