HOUSE DOCKET, NO. 2660        FILED ON: 2/18/2021

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 2891

 

The Commonwealth of Massachusetts

_________________

PRESENTED BY:

Nika C. Elugardo and David F. DeCoste

_________________

To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:

The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:

An Act to protect elder housing.

_______________

PETITION OF:

 

Name:

District/Address:

Date Added:

Nika C. Elugardo

15th Suffolk

2/18/2021

David F. DeCoste

5th Plymouth

2/18/2021

Elizabeth A. Malia

11th Suffolk

2/24/2021

Christopher Hendricks

11th Bristol

2/26/2021

Vanna Howard

17th Middlesex

2/26/2021

Peter Capano

11th Essex

2/26/2021

Chynah Tyler

7th Suffolk

2/26/2021

David Allen Robertson

19th Middlesex

2/26/2021

Norman J. Orrall

12th Bristol

2/26/2021

Brian W. Murray

10th Worcester

2/26/2021

Lindsay N. Sabadosa

1st Hampshire

2/26/2021

Tami L. Gouveia

14th Middlesex

3/10/2021

Marcos A. Devers

16th Essex

5/10/2021


HOUSE DOCKET, NO. 2660        FILED ON: 2/18/2021

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 2891

By Representatives Elugardo of Boston and DeCoste of Norwell, a petition (accompanied by bill, House, No. 2891) of Nika C. Elugardo, David F. DeCoste and others relative to freezing of the rate and valuation of taxes on real income to protect elder housing.  Revenue.

 

[SIMILAR MATTER FILED IN PREVIOUS SESSION
SEE HOUSE, NO. 3579 OF 2019-2020.]

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninety-Second General Court
(2021-2022)

_______________

 

An Act to protect elder housing.

 

Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows:
 

SECTION 1. Section 5 of chapter 59 of the General Laws is hereby amended by adding the following clause: –

Fifty-ninth. A city or town that accepts this section pursuant to section 4 of chapter 4 may provide for the freezing of the rate and valuation of taxes on real income from all sources in excess of a figure as determined by the legislative body, to any person who is of the requisite age or older or to any person who is totally and permanently disabled, regardless of age and who does not have income from all sources in excess of a figure as determined by the legislative body; provided further, that the exemption is not allowed unless the person entitled to it has presented to the assessors, on or before the last day on which sworn statements may be filed with the assessors for the year for which the tax freeze is claimed, or for taxes assessed, evidence that he or she is entitled, which evidence shall stand as long as his or her legal residence remains unchanged.

The board of assessors may deny an application for a freeze of tax or rate or valuation if they find the applicant has excessive assets that place the applicant outside of the intended recipients of the senior exemption created by the legislative body of a municipality. A real property shall qualify if all of the following criteria are met: (1) a maximum valuation of real property as determined by assessor; (2)  the real property is owned and occupied by the applicant or joint applicants as their domicile; (3) the applicant or at least 1 of the joint applicants has been domiciled in the city or town for at least 10 consecutive years before filing an application for the exemption; (4) income and assets of the applicant or joint applicant is not in excess of the parameter as determined by the legislative body of the city or town in which the applicant is applying; (5) the real property owned by a single applicant is of the requisite age determined by the legislative body of the city or town or older at the close of the previous year or jointly by persons either of whom have reached the required age or above at the close of the previous year and if the joint applicant is 65 years of age or older.

The exemptions provided for in this clause shall be in addition to any other exemption provided by law; provided however, that the real estate is not taken from the tax rolls and is subject to the bonded indebtedness of the city or town.

SECTION 2.  Chapter 239 of the General Laws is hereby amended by inserting after section 2A the following section: -

Section 2B.  (a) In any city or town that accepts this section as provided in section 4 of chapter 4, a lessor may not recover possession of a leased unit within a residential building consisting of 6 units, or more, from a lessee 75 years of age, or older, unless the court finds that: (i) the lessee has failed to pay the rent to which the lessor is entitled; (ii) the lessee has violated an obligation or covenant of his or her tenancy not inconsistent with chapter 93A or the regulations issued pursuant thereto or this section, other than the obligation to surrender possession upon proper notice, and the lessee has failed to cure such violation after having received written notice thereof from the lessor; (iii) the lessee is committing or permitting to exist a nuisance in or is causing substantial damage to the leased unit or is creating a substantial interference with the comfort, safety or enjoyment of the lessor or other occupants of the same or any adjacent accommodations; (iv) the lessee has used or permitted a leased unit to be used for any illegal purposes; (v) the lessee, who had a written lease agreement which terminated or is a tenant at will, has refused, after written request or demand by the lessor, to execute a written extension or renewal thereof or lease for a further term of like duration, at a rental rate that does not exceed 105 per cent of the rental rate under the prior lease agreement or at will tenancy, and on such terms that are not inconsistent with or violative of any provision of chapter 93A or the regulations issued pursuant thereto, or of this section; (vi) the lessee has refused the lessor reasonable access to the unit for the purpose of making necessary repairs or improvements required by the laws of the commonwealth or any political subdivision thereof, or for the purpose of inspection as permitted or required by such lessee's lease agreement or by law, or for the purpose of showing the leased unit to any prospective purchaser or mortgagee; (vii) the person holding at the end of a lease term is a sublessee not approved by the lessor; (viii) the lessor seeks in good faith to recover possession of a leased unit for his or her own use and occupancy or for the use and occupancy by his or her spouse, children, grandchildren, great grandchildren, parents, grandparents, brother, sister, father-in-law, mother-in-law, son-in-law or daughter-in-law, and has provided the tenant with 180 days written notice and an offer of a relocation assistance payment equal to at least 3 months’ rent; or (ix) the lessor seeks to recover possession for any other just cause, provided that the lessor’s purpose is not in conflict with the provisions and purposes of chapter 93A or the regulations issued pursuant thereto or this section.

(b) A lessor shall notify the clerk’s office of the city or town in which the leased unit is located prior to initiating judicial proceedings in compliance with this section.

(c) A lessor who recovers possession of a leased unit in violation of this section shall be punished by a fine not less than $5,000. Each such recovery in violation of this section shall constitute a separate offense. The housing court shall have jurisdiction over an action arising from a violation of this section and shall have jurisdiction in equity to restrain any such violation. It shall be a defense to a lessee in an action pursuant to this section that a lessor attempted to recover a leased unit in violation of this section.