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ValuationHomestead_market_value_exclusionMEDIUM

David owns a home in Dakota County valued at $320,000 and occupies it as his primary residence. His adult son, who does not own the property, also lives in the home. David's neighbor, Karen, owns a similarly valued home but rents it out to tenants and lives elsewhere. Which statement best describes how the homestead market value exclusion applies to these two properties?

Correct Answer

D) Only David's property qualifies because the owner must occupy the property as a primary residence to receive the exclusion

Under Minn. Stat. § 273.124, the homestead market value exclusion requires that the property owner occupy the property as their primary residence. David meets this requirement because he lives in the home as his primary residence, and the presence of his adult son does not disqualify the property. Karen's property does not qualify because she does not occupy it as her primary residence — she rents it to tenants and lives elsewhere, making it a non-homestead rental property subject to higher tax rates.

Answer Options
A
Karen's property qualifies because tenants count as occupants for homestead classification purposes
B
Both properties qualify for the homestead exclusion because both are residential properties in Minnesota
C
Neither property qualifies because the exclusion only applies to properties with a single owner-occupant and no additional residents
D
Only David's property qualifies because the owner must occupy the property as a primary residence to receive the exclusion

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Related Topics & Key Terms

Key Terms:

homestead_exclusionowner_occupancyprimary_residencenon_homesteadeligibility
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