Todd Samuelson, a certified public accountant with H.J. Umbaugh & Associates, explains the impact of circuit-breaker tax credits during last week’s Allen County Fiscal Summit. Schools and other local taxing units will lose $4.7 million in revenue to the tax caps this year; about $29 million in 2011. Dean Musser Jr. | The Journal Gazette

Todd Samuelson, a certified public accountant with H.J. Umbaugh & Associates, explains the impact of circuit-breaker tax credits during last week’s Allen County Fiscal Summit. Schools and other local taxing units will lose $4.7 million in revenue to the tax caps this year; about $29 million in 2011. Dean Musser Jr. | The Journal Gazette

Karen Francisco, The Journal Gazette

kfrancisco@jg.net

The $151 tax break that a Taylor Street resident received on her home is part of a $1.9 million shortfall that City Controller Pat Roller had to cover in putting together Fort Wayne's 2009 budget - a task that will grow even tougher with a lower tax cap next year.

The homeowner's tax break, on a home worth $837,900, is among the first afforded by Indiana's new circuit-breaker law. For 2008 taxes payable in 2009, the homestead circuit-breaker caps tax bills at 1.5 percent of a property's assessed value. It will be reduced to a 1 percent cap next year. Tax bills have a handy category to show the maximum tax that could be imposed over the 1.5 percent and 1 percent caps, although most homeowners will find their total bills fall far short of a credit.

Only 61 Allen County homeowners had bills that reached the 1.5 percent cap this year. All were high-end properties, ranging in value from a $1.9 million home in Aboite Township with a $2,392 tax break to a $301,000 home in Perry Township that netted a 31-cent credit.

Unlike circuit-breakers in other states, which typically require full payment of property taxes but provide a credit on state income taxes, Indiana's tax cap simply means the taxes won't be collected. The taxing units that would normally share in the revenues instead take a proportional loss.

The balance of winners and losers is why Rep. Win Moses, D-Fort Wayne, voted no on the 2008 legislation creating the caps.

"Sixty-two percent of the kids in Fort Wayne Community Schools come from homes that qualify for a free- or reduced-price lunch," Moses said. "Those homes aren't the ones that are going to be getting tax breaks, but the kids' schools are going to lose out."

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