Advice on what to bring to appeal meeting for late filing on 10 year tax abatement

Advice on what to bring to appeal meeting for late filing on 10 year tax abatement

Investor · Member since 2019 · 28 posts · 4 votes

Hello,

I failed to submit the paper work for the 10 year tax abatement in Philadelphia on time. I have since submitted the appeal application and am awaiting a hearing date. Has anyone had experience in preparing for a hearing and can provide what the abatement office is looking for? Realistically, my late filing was due to confusion and negligence. In 2025, my 5-unit building was filed when the project was completed, instead of right hen my permit was approved (however - it was a project I took over, with a pre-existing permit from 2021).

Any insight or advice would be greatly appreciated.


Thank you

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  • Stuart UdisPro Member
    Attorney · Philadelphia · Member since 2018 · 2k+ posts · 3k+ votes
    2mo

    Abatements must be filed within 60 days of permit issuance. Did you obtain a new permit or was the 2021 permit transferred to your GC? If it was transferred are you certain the tax abatement application was not submitted by the prior owner? 

  • Investor · Member since 2019 · 28 posts · 4 votes
    2mo

    Hi Stuart,

    For the 2021 permit - that transferred to our GC. We aren't sure there is a record of a previously submitted abatement from previous owner.

    The other building (no transfer), we merely didn't submit on time. But there was some confusion on the submission deadline. 

    We are now awaiting the appeal date. But what should do to prepare for that hearing? What could we provide that could possibly help with our chances?

  • Joseph ScoreseBusiness Member
    Banker · Philadelphia · Member since 2009 · 2k+ posts · 629 votes
    2mo

    Hi J,

    I haven't been through that exact appeal personally, but I've worked with many Philadelphia investment properties and would recommend going into the hearing as prepared and organized as possible.

    Rather than focusing on the missed deadline itself, demonstrate that this was an honest oversight—not an attempt to avoid taxes. Since you took over a project with an existing 2021 permit, bring documentation showing the transfer of ownership, the permit history, certificate of occupancy or completion dates, closing documents (if applicable), and a clear timeline of the project. If there was confusion regarding when the abatement application was due because of the pre-existing permit, be prepared to explain that clearly and respectfully.

    It may also help to show that you filed the appeal promptly once you became aware of the issue and that you've otherwise made every effort to comply with the City's requirements.

    Given the value of a 10-year tax abatement on a five-unit property, I'd also recommend consulting with a Philadelphia real estate attorney or tax professional who has experience with abatement appeals. Even a brief consultation could provide insight into how the Board has handled similar cases and help strengthen your presentation.

    Wishing you the best of luck with the appeal—I hope you're able to achieve a favorable outcome.

  • Investor · Member since 2019 · 28 posts · 4 votes
    2mo

    Hi Joseph, 

    I appreciate the advice. I'll definitely look into that. Thank you

  • Stuart UdisPro Member
    Attorney · Philadelphia · Member since 2018 · 2k+ posts · 3k+ votes
    2mo

    For a late filing this is the standard, demonstrating it was an honest oversight won't cut it.

    A nunc pro tunc petition may be granted when it is shown that extraordinary circumstances involving fraud or its equivalent, duress, or coercion, have caused delay in the filing of an application. Negligence on the part of administrative officials may be deemed the equivalent of fraud, and the wrong thus committed may be corrected by means of a petition nunc pro tunc if filed within a reasonable time.


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