Office     805.777.7777             Cell  805.405.0930



Home Page
View Detached Houses
CalHFA Loan Program
Local Area Real Estate
Find A Property
Mortgage Calculator
Home Price Check
Community Info
School Info
Health Insurance Info
About Me
My Recent Sales
Ask an Agent
A-Z Glossary of Terms
Our Philosophy
Valuable Links
May Homes SOLD (61)
My eNewsletter
IRS 1031 Exchanges
IRS Tips on Exchanges
Moving Tips
Home Maintenance Quiz
Affordable Towns in USA
"New" Just for Kids
Short Sale/Foreclosures
FICO Scores 101
More Miles Per Gallon!
New VIDEOS!
4th of July Recipes
Street Fair
View My Listings
  Barry G. Shapiro  SRES®  REALTOR®
Camarillo Real Estate Consultant
 
Senior's Corner





Who Are the Senior Real Estate Specialists®?


Seniors Real Estate Specialists® are REALTORS® qualified to meet the special needs and concerns of maturing Americans. A national program since 1998, The Senior Advantage Real Estate Council® (SAREC®) offers a specific designation, SRES®, to identify those members who have successfully completed its education program along with other prerequisites.

By earning the SRES® designation, your REALTOR® has demonstrated necessary knowledge and expertise to counsel senior clients through major financial and lifestyle transitions involved in relocating, refinancing, or selling the family home. Your REALTOR® has received special training, gets regular updates, and is prepared to offer the options and information needed in making life changing decisions.

 




Please click on the BUTTONS of your choice:









  



 






















Here are just a few links to local and national services and Senior networks.
This will be constantly being added to so please check back with me.

                                     

Senior Citizen's Replacement Dwelling Benefit

Propositions 60 and 90 1

In most cases, these constitutional tax initiatives allow senior citizens to transfer the trended base value from their current home to a replacement property if certain requirements are met. This may result in substantial tax savings.

Who Qualifies?

If you or your spouse that resides with you are age 55 or older, you may buy or construct a new home of equal or lesser value than your existing home and transfer the trended base value to your new property.

This is a one-time only benefit. You must buy or complete construction of your replacement home within two years of the sale of the original property. Both the original home and the new home must be your principal place of residence, and you must file your claim within three years following the purchase or construction of your replacement home.

Once you have filed and received this tax relief, neither you nor your spouse who resides with you can ever file again.

Eligibility Requirements:

  1. The replacement property must be your principal residence and must be eligible for the Homeowners´ Exemption or Disabled Veterans' Exemption.

  2. The replacement property must be of equal or lesser "current market value" than the original property. The "equal or lesser" test is applied to the entire replacement residence, even if the owner of the original property acquires only a partial interest in the replacement residence. Owners of two qualifying original residences may not combine the values of those properties in order to qualify for a Proposition 60 base-year transfer to a replacement residence of greater value than the more valuable of the two original residences.

  3. The replacement property must be purchased or built within two years (before or after) of the sale of the original property.

  4. Your original property must have been eligible for the Homeowners´ or Disabled Veterans´ Exemption.

  5. You, or a spouse residing with you, must have been at least 55 years of age when the original property was sold.

Frequently Asked Questions


Q. What is the difference between Proposition 60 and Proposition 90?

A. Proposition 60 relates to transfers within the same county (intra-county). Proposition 90 relates to transfers of base value from one county to another county in California (inter-county).


Q. If I qualify for Proposition 60/90 benefits, do I still need to file for a Homeowners´ Exemption on the replacement property?

A. Yes. Homeowners´ Exemptions are not granted automatically.

Q. What is the Proposition 60/90 filing deadline?

A. You must file your claim within three years following the purchase or completion of new construction of the replacement home.

Q. My original home is located outside Ventura County, but my replacement home is in Ventura County. Do I qualify for relief?

A. Yes.

Q. I plan to relocate from Ventura County to another county. Do I qualify for relief?

A. You may qualify for relief. As of November 5, 2004, the following counties in California have an ordinance enabling Proposition 90:

Alameda   Orange   San Mateo   Ventura   Los Angeles   San Diego   Santa Clara

Since the counties indicated above are subject to change, I recommend contacting the county to which you wish to move to verify Proposition 90 eligibility.

Q. Do all replacement homes qualify?

A. If you meet all other eligibility requirements, relief is granted for a single family residence, condominium, unit in planned development, cooperative housing, community apartment, mobile home subject to local real property tax, and living unit within a larger structure consisting of both residential and non-residential accommodations.

Q. If I make an improvement to my replacement home within two years of purchase, can I get additional tax relief for the new construction?

A. Yes, as long as the total amount of your purchase and the new construction does not exceed the market value of the original property at the time of the sale.

Q. What does "equal or lesser value" of a replacement property mean?

A. The meaning of "equal or lesser value" depends on when you purchase the replacement property. In general, equal or lesser value means:

  • 100% or less of the market value of the original property if a replacement property were purchased or newly constructed before the sale of the original property, or

  • 105% or less of the market value of the original property if a replacement property were purchased or newly constructed within the first year after the sale of the original property, or

  • 110% or less of the market value of the original property if a replacement property were purchased or newly constructed within the second year after the sale of the original property.
When making the "equal or lesser value" test, it is important to understand that the market value of a property is not necessarily the same as the sale or purchase price.

The Assessor will determine the market value of each property. If the market value of your replacement dwelling exceeds the "equal or lesser value" test, no relief is available. It is "all or nothing" with no partial benefits granted.

Q. Can I give my original home to my son or daughter and still get Proposition 60/90 benefits when I purchase a replacement property?

A. No. An original property must be sold and subject to reappraisal at full market value.

Q. If an original property has multiple owners, can Proposition 60/90 tax relief be split?

A. No. The co-owners must determine between themselves which one will get the benefit. Only one original owner can claim Proposition 60/90 tax relief.

How Do I File for Proposition 60/90 Tax Relief?

Claim forms are available from several sources. Choose the most convenient for you.

Online: Forms are available from the Assessor´s website:
 
http://assessor.countyofventura.org/Forms.html
or
assessor.lacounty.gov


Quarterly Newsletter for the Mature Market:

Real Estate Matters
Silver Edition. News & Issues for the Mature Market
           
Quarterly Newsletter –July 2007
www.seniorsrealestate.com

 
 
“Greening” Your Home as a Cost Savvy Senior
 
After all the Earth Day celebrations and the media hoopla surrounding the events in April, maybe you feel guilty about even stepping out of bed each day and turning on a light. Or you’re simply overwhelmed by the information and think the steps to a better environment (also called greening) are too complex or expensive.
 
But you needn’t diminish your lifestyle or make radical changes to live a greener life. In fact, you can implement small solutions to save you energy and as a cost conscious Senior, hold onto more of your money, all while doing a good turn for the environment.
 
Here are some strategies:
 
Federal Tax Incentives: The Energy Policy Act of 2005 (EPACT) allows you to get a tax credit of up to $500 for buying and installing products, such as energy-efficient windows and doors, insulation, roofs, and heating/cooling equipment. The changes must be made to your principal residence, and the tax credits apply to improvements made between January 1, 2006 and December 31, 2007. For more information, visit http://www.energy.gov/taxbreaks.htm
 
Lighting:
-Turn off unneeded lights.
-Consider swapping traditional light bulbs for compact fluorescents (CFLs). Though the initial cost of CFLs is higher, they last much longer than incandescent bulbs and use less energy, so you’ll save money over the life of the bulb. As an example, by replacing just one incandescent light bulb with a CFL, you could save $88.90 over the life of that bulb.You can calculate the savings you’d realize by using CFLs at http://www.onebillionbulbs.com/PromoteEnergySavingsCalculator.aspx?frame=Detail
-Rather than lighting an entire room, consider task lighting. That is, use just a lamp for reading or
operate only the under-cabinet lighting when working in the kitchen.
-Use timers to automatically turn lights on and off
 
at a set time. It’s a good way to boost home security without leaving lights on all night. The same approach can be used for outdoor security lights.
-Install motion sensors outside so that security lights turn on when movement—someone walking up to the door, for example—is sensed, versus keeping a bulb burning all night.
 
Water:
-Take shorter showers
-Install low-flow showerheads to reduce hot water usage. Two-and-a-half-gallon-per-minute showerheads, costing about $10 to $20, can reduce water consumption by one-third to
one-half.
-Lower the thermostat setting on your water heater. According to the U.S. Department of Energy, each 10° reduction in water temperature can reduce energy costs by 3% to 5%.
 
Appliances: Home appliances can be energy hogs, so when it’s time to replace appliances, consider purchasing those with the ENERGY STAR® label. Below are some energy reduction ideas you can use everyday:
-Preheat ovens only when it’s absolutely necessary.
-Don’t open the oven frequently to check on food. Opening the door causes the temperature to drop each time and requires extra energy.
-Plan ahead and make multiple meals at once
-Reheat food in the microwave or toaster oven, rather than using the oven.
-Use the proper size burner for the task. It’s wasteful, for example, to simmer a small pan on a giant flame.
-Do only full loads and use cold water for clothes washer.
-Wash only full loads in the dishwasher. Cut energy consumption by letting the dishes air dry, versus using the heat-dry setting.
- Automatic ice-makers and through-the-door
dispensers increase energy use by 14% to 20%,
according to Flex Your Power.
-Clean refrigerator coils to improve operational efficiency.
-A full refrigerator retains cold better than an empty one.
-Keep the refrigerator’s temperature between 35° and 38° and freezers at 0 degrees Fahrenheit.
 
Heating and cooling:
-Install a programmable thermostat that automatically keeps the heat lower when you’re out or asleep. 
-Raise the temperature in the summer and lower it in the winter.
-Keep your filters clean. Dirty filters can restrict airflow and can cause your HVAC system to run longer than required to heat and cool your home.
-Don’t let cooled or heated air seep out. Use weather-stripping and caulking to seal doors and windows, especially important in the hot summer months ahead.
 
There’s an abundance of information online about saving energy and improving the environment. Here are some useful sites:
 
Green cleaning—
ways to save money and reduce the chemicals in your house by making your own cleaning products
with commonly found products, like baking soda.
Database of State Incentives for Renewables & Efficiency (http://www.dsireusa.org/)--You can find state, local, utility, and federal incentives for renewable energy and energy efficiency.
 
Flex Your Power--(http://www.fypower.org/) Universally applicable ideas from California's statewide energy efficiency marketing and outreach campaign site offer an array of no- and low-cost energy saving tips as well as product information and guidance on financial incentives for greening your environment. If you’re on a fixed income, see “Save on a Tight Budget.”
 
Energy Star(http://www.energystar.gov/) It is a joint program of the U.S. Environmental Protection Agency and the U.S. Department of Energy that aims to save dollars and the environment through energy efficient products and practices.
 
The Home Energy Saver--(http://hes.lbl.gov/)--You can type in your zip code, some facts about your home (size, number of windows, and so forth) and energy use, and the calculator will show the changes you can make to reduce energy consumption and save money.

 
__________________________________________________________

 
       
Real Estate Matters: News & Issues for the Mature Market  
 Brought to you by:
Barry G. Shapiro, SRES
Keller Williams Realty
805.777.7777 ext. 125
805.405.0930 cell


 More Senior News:

MORTGAGE FRAUD IS EQUIVALENT TO PAPER TERRORISM

Con artists who perpetrate mortgage fraud against Seniors aim to steal people’s home equity or even snatch a house away. Frequently it’s done by convincing victims to sign over ownership via phony home loans.

Paper terrorism is one way Bill Denny describes mortgage fraud. Denny, Senior Deputy District Attorney for Alameda County, California, specializes in prosecuting perpetrators of mortgage fraud.  I’ve debriefed major mortgage fraud cons and it’s like debriefing an expert burglar,” he says. Seniors are particularly vulnerable to such scams because many are equity rich and cash poor and they still like to do business on a handshake.

Some con artists are brazen and forge signatures and march into the recorder’s office and transfer properties into their own names. Before they’re caught, they’ve often taken loans out against a property and stripped it of equity.

Cons also work at building trust and ingratiating themselves to perpetrate their scams. You can protect yourself by being aware of some of the scams.

 

Cash offers--Cons might say, “Let me save you the hassle of putting your home on the market and having strangers traipsing through your home. I'll give you this amount in cash and you can move next week."  Bad guys don’t offer the current value, so stay up on home values in your neighborhood.

Junk fees--One scam involves charging excessive fees for duplication, document preparation, and so forth. Denny says one red flag that you’re possibly being gouged is if your closing costs exceed five percent of the total amount of the loan.

Falsifying income--Unscrupulous loan brokers falsify Seniors’ income so they qualify for large

 

 

 

loans. Brokers benefit by receiving fat commission checks. Bilked Seniors are stuck with a mortgage payment they often can’t meet. Denny tells of an 85-year-old woman whose mortgage broker indicated that she was an interior decorator with an

$8,500 monthly income. It turns out that the woman was blind--clearly incapable of decorating homes. “These scams are rampant,” comments Denny.

 

Work only with licensed brokers. “Just as you don’t let unlicensed contractors do home improvements, you also don’t want unlicensed loan brokers doing paper terrorism on your property.” Check licenses with state, county, or city regulatory agencies.

 

Telephone solicitations—Cons work the phones and target zip codes where there’s a concentration of empty-nesters, who have paid off home loans or are close to owning their homes free and clear. Hang up if cons try to convince you that your home is a cash cow and want to help you squeeze money out of it.

 

Blank documents--When you sign a blank or partially blank page, con artists can later insert information above your signature that transfers a property or loan proceeds to them. Don’t sign blank documents or documents containing blank spaces.

 

Foreclosure threats--If you get behind in mortgage payments, a notice of default--the first step in a foreclosure proceeding--is published in many jurisdictions. Scam artists then swoop in and scare people, telling them their houses will be taken away. They then offer assistance and claim they can save the property.

 

Some bilk victims by charging money to do virtually nothing. Others get victims to sign their house over to them and suggest the victim rent the house from the “rescuer” while the victim rebuilds his or her credit. Rescuers claim victims can later buy the house back when they’re back on their feet.

 

When a home isn’t paid off or if you’re in default, keep an eye out for people offering a seemingly good price for the property, someone claiming your equity is less than what you actually have, or promising to make your loan current to save your credit.

 

“The biggest trend is elder homeowners who believe they’re doing a new loan when they’re actually transferring ownership,” comments Denny. Watch out for religious organizations too.  Some people claim to be ministers and prey on the elderly, purporting to have their best interests at heart.

 

Protect Yourself against Mortgage Fraud

• Outrageous promises of extraordinary profit in a short period of time signals a problem.
• Be wary of high-pressure sales techniques.
• Understand what you’re signing. If you don’t understand the documents, get help from an attorney.
• Make sure the name on your application matches the name on your identification.
• Understand the mortgage terms. Check your information against the information in the loan documents to ensure they’re accurate and complete.

• Be leery of e-mails or Web ads promoting elimination of mortgage loans, credit card and other debts while requesting an up-front fee to prepare documents. Documents are typically entitled Declaration of Voidance, Bond for Discharge of Debt, Bill of Exchange, Due Bill, Redemption Certificate, or other similar variations.
Source: U. S. Department of Justice, Federal Bureau of Investigation

 

For the National Consumer Law Center’s 68 page report, Dreams Foreclosed: The Rampant Theft of Americans’ Homes through Equity Stripping Foreclosure Rescue Scams. visit www.consumerlaw.org/news/ForeclosureReportFinal.pdf

 

Report Fraud:

 

If you think you’re a victim of mortgage fraud, contact your state Attorney General’s office.  You can also contact your state’s real estate licensing board or appraisal licensing board.  At the federal level, you can contact the National FBI Financial Institution Fraud Unit (http://www.fbi.gov/) at 202/324-3000.


 

 

 

___________________________________________________________


 

 Barry G. Shapiro
SRES Member
Toll-Free 
(866) 880-0008 
Contact Member






 
 
 
Copyright © 2004-08 RealtyTech, Inc.    Privacy Policy  |  Terms of Use  |  Agent Center    Real Estate Websites by RealtyTech.com