FIRST-TIME HOMEBUYER EXEMPTION CHECK LIST

PECONIC BAY REGION TAX

 

 

      Effective July 23, 2008

 

      Buyer(s) must be a first-time homebuyer:

 

-         Subject property is primary residence

-         Primary residence means 1 or 2 family house, townhouse or condo and owner occupied

-         No present ownership in a primary residence at any time in previous 3 years

-         Buyer does not own a vacation or investment home

-         All buyers of subject property must qualify; husband and wife must both qualify

 

       Buyer must provide latest available Federal or State Income Tax Return

-         Reduced by distributions reflected in Federal adjusted gross income received from an Individual Retirement Account (IRA) or Individual Retirement Annuity

 

       Subject property must be within 120% of purchase price limits defined by SONYMA Low Interest Rate Mortgage Program in the non-target, 1 and 2     family household category for Suffolk County, (currently $765,168)

 

       Buyer's household income must not exceed income limits defined by SONYMA in the non-target one and two family household category for Suffolk County, (currently $122,160)

 

       Buyer must provide a copy of the executed Contract of Sale

 

       Buyer must make an application for this exemption on Town-prescribed form. This form must be notarized.

       Town Attorney must approve exemption

 

       Buyer must file Peconic Bay Region Transfer Tax return with approved Town application form attached

 

 

 

Please see http://www.nyhomes.org/index.aspx?page=190 for applicable income limits, (non target 1 & 2 family), and

http://www.nyhomes.org/index.aspx?page=170 for applicable purchase price limits, (non target 1 & 2 family). 

For the Peconic Bay Region Community Preservation Fund

Town of East Hampton Application

First-Time Homebuyer's Exemption

Please see http://www.ehland.org/pdf/exemptionform.pdf