HomeMy WebLinkAbout2019-03-22-REPSC-minResidential Exemption Policy Study Committee (Ad Hoc)
Friday, March 22, 2019
Hudson Room, Cary Memorial Building
Meeting Minutes
Attendance:
Mark Andersen Chair; Sara Bothwell Allen, Vicki Blier, Howard Cloth, Katie Cutler, Thomas Whelan, John
Zhao and Board of Selectman Liaison Joe Pato; Guest Robert Pressman, James Mars
Mr. Andersen called the meeting to order at 8:02am.
Mr. Zhao volunteered to record the meeting minutes
Public comments
Mr. Pressman commented the executive summary in the committee's draft report was inadequate and
suggested to briefly explain how residential exception works and follow up with committee's findings
and conclusion. Mr. Pressman also recommended to add links in the executive summary section to the
details in the report.
Approve prior meeting minutes
Ms. Cutler commented she made changes to the final minutes for 2/8 to reflect the committee
members feedback. And the committee voted and approve the meeting minutes
Review final draft report
The committee members discussed Mr. Pressman's feedback. Mr. Andersen commented the committee
had not yet reached the full conclusions and the change would make the executive summary section
much longer. Mr. Andersen asked Mr. Pato whether Board of Selectmen would be ok with a longer
executive summary section. Mr. Pato commented that additional details in the section could be helpful.
Ms. Blier commented that we could add indices, so it would be easy to follow.
The Committee discussed and revised the eight recommendations to the Board of Selectmen in the
report, and then voted the recommendations one by one. The revised recommendations and voting
results are listed as below.
Local Tax Policy:
1. Do not adopt the Massachusetts Residential Exemption. [The committee voted 7:0 to support
this recommendation.]
2. Develop for community consideration a proposal for a means -tested or age -based residential
exemption. [The committee voted 7:0 to support this recommendation.]
3. Promote awareness of existing programs such as tax deferrals, exemptions, and the
Massachusetts Senior Circuit Breaker Property Tax Credit. [The committee voted 7:0 to support
this recommendation.]
4. Evaluate increasing eligibility thresholds significantly for the Lexington Tax Deferral Program.
[The committee voted 7:0 to support this recommendation.]
State Advocacy:
5. Advocate for expanded access to tax deferrals for homeowners with existing or future
mortgages and home equity loans. [The committee voted 7:0 to support this
recommendation.]
6. Advocate for expanded access to the state administered Senior Circuit Breaker Property Tax
Credit for surviving spouses and those with homes above the current eligibility threshold, as well
as expanding the level of rebate. [The committee voted 7:0 to support this recommendation.]
Further Study:
7. Further study the financial needs and supports necessary for Lexington's population of older
(80+) seniors to "age in place". [The committee voted 7:0 to support this recommendation.]
8. Further study methods to retain middle-aged residents who have the highest rate of forecast
outmigration. [The committee voted 7:0 to support this recommendation.]
The committee decided to meet on 4/5 to review the updated draft report.
Mr. Andersen adjourned the meeting at 9:38am.
Respectfully submitted by John Zhao, acting secretary.