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“First in Revolution”

Citizens group presses alternate path as Marblehead override fight turns on tax math and trust

The dispute now centers on what voters are being asked to authorize, what taxpayers would pay first and whether a post-election fix is realistic.

Early in-person voting begins Tuesday at Abbot Hall ahead of the June 9 town election. COURTESY PHOTO

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Marblehead voters weighing four tax override questions before the June 9 town election are being asked to choose between two competing warnings: Approve too much now and lock in a permanent tax increase, or reject too much now and risk cuts to services residents say they want preserved.

That tension is at the center of a campaign by Better Way Marblehead, a registered citizens committee urging voters to approve Question 4, the curbside trash collection override, while rejecting Questions 1, 2 and 3, the town’s three-tiered general override package for municipal and school services.

The group says its approach would protect trash collection while forcing another public vote on town finances. Town officials say it relies on disputed tax math and an uncertain theory that money raised for trash collection could later restore services cut elsewhere.

State law adds a constraint that sits at the center of the debate. A Proposition 2 1/2 override can increase a town’s taxing capacity, but it does not itself spend money; spending still depends on Town Meeting appropriations. Better Way Marblehead has focused on the permanent levy-limit authority voters would approve; town officials, on what Town Meeting appropriated for the first year and what taxpayers would pay under the phased plan.

The argument has landed in a town with a long Proposition 2 1/2 record. Since 1982, Marblehead voters have repeatedly approved tax increases for visible capital projects while rejecting permanent increases for routine services. An Independent review of 114 ballot questions since 1982 found that voters approved 68 of 84 debt exclusions for capital projects, or 81 percent, and rejected 18 of 21 operating overrides, or 86 percent.

That history helps explain, in part, why Question 4 has become the pressure point: it is tied to one visible service at a defined cost, the kind of ask Better Way Marblehead says voters can safely approve.

“The concept of a Special Town Meeting is necessary to promote if Override Questions 1, 2 and 3 fail so that citizens can vote to restore certain services such as Abbot Public Library and the Council on Aging,” spokesperson John DiPiano wrote in an email to The Marblehead Independent.

DiPiano was among the leading opponents of the town’s 3A multifamily zoning, collecting more than 1,200 signatures to force the first townwide referendum under Marblehead’s 1954 special act — the July 2025 vote that overturned the zoning, 3,642-3,297. The town has since become compliant with the state law.

In its media packet, Better Way Marblehead argued that Questions 1, 2 and 3 would ask voters to approve “$9 million, $12 million, or $15 million in permanent annual levy increases, compounding at 2.5% per year forever.”

A special Town Meeting could revisit the budget, but under state finance guidance, it could not simply redirect Question 4 revenue to unrelated services in fiscal 2027, because an override must be supported by appropriations for the purpose stated on the ballot. A later Town Meeting could shift other funds, make new appropriations or seek another override — not treat the trash money as a general-purpose fund for other services.

Town officials dispute calculations

Town Finance Director Aleesha Benjamin disputed Better Way Marblehead’s premise in a written response, saying Question 4 would not create a separate pool of money for other departments. She said the trash override would fund the full cost of curbside collection, not only the year-over-year contract increase.

“The referenced $1.5 million represents the underlying annual cost of curbside trash collection before the projected $800,000 increase,” Benjamin wrote. “The town must fund the full cost of the curbside trash contract and operations, not solely the year-over-year increase.”

According to Benjamin, the override would raise $2,298,575 over three years. She wrote that the fiscal 2027 curbside trash budget totals $2,186,516 and that the override would fully fund collection for three years, plus an estimated two more years from the annual levy growth allowed under Proposition 2 1/2.

Better Way Marblehead argues that a yes vote on Question 4 would raise $2.3 million while the actual trash cost increase is about $800,000, leaving what the group calls a $1.5 million surplus that voters could direct to essential services through a special Town Meeting. Benjamin said that calculation leaves out the existing cost of trash collection, which still must be paid.

“Curbside trash collection costs are projected to increase approximately 5 percent annually, which is double the annual revenue growth limitation under Proposition 2½,” Benjamin wrote. “This structural imbalance is a driver behind the current budget challenges facing the town.”

She said removing curbside trash from the fiscal 2027 budget freed about $2.1 million that was already repurposed to preserve core municipal operations, reducing projected layoffs from more than 50 positions to 22 and maintaining funding for six otherwise-defunded departments.

“There is therefore no additional $1.5 million surplus available to redirect,” Benjamin wrote.

Better Way Marblehead has also challenged how the town describes the tax impact of Question 3. Question 3 would authorize a $15 million override over three years, with $4.3 million raised in fiscal 2027 under the town’s plan and more added later. The group argues that passage would immediately increase the levy limit by the full $15 million, making the long-term effect larger than the first-year bill would show.

“Proponents are being misleading in only focusing on the 1st year proposed spend,” DiPiano wrote. “By Tier 3 passing, this immediately increases the property tax levy by 15 million - permanently.”

The committee later clarified that its table was meant to show levy-limit effects, not first-year tax bills.

“The point of the table is to illustrate what is happening to the levy limit,” the committee wrote in a response shared by DiPiano. “The total column does not represent the increase in taxes, nor does it say so.”

Benjamin’s figures show a lower first-year impact. For an average single-family home assessed at about $1.29 million, she calculated that Question 3 would raise taxes by $555 in fiscal 2027, $1,486 in fiscal 2028 and $1,988 in fiscal 2029; she calculated lower figures for a median home assessed at $998,600. Those numbers do not include Question 4, which she calculated separately and said would vary by property value.

Dan Fox, the Select Board chair, said in an interview that the key legal and fiscal point is what Town Meeting actually appropriated. He said the town could not spend the full $15 million under Question 3 in fiscal 2027 because only $4.3 million was allocated for that year.

“We just legally can’t do it,” Fox said.

Voters favor projects over permanent costs

The deeper dispute is structural. A debt exclusion temporarily raises taxes for a specific capital project, then expires when the debt is paid. An operating override permanently raises the levy limit for recurring expenses such as salaries, contracts and services.

Voters approved school construction, fire apparatus, seawalls, Fort Sewall and Abbot Hall repairs and the 2025 Marblehead High School roof and HVAC project through debt exclusions. But the town has not approved a permanent general operating budget increase since June 15, 2005, when voters added $2.73 million to the annual tax base.

That distinction has shaped this year’s ballot. Question 4 resembles the specific, service-based ask voters have historically found easier to evaluate; Questions 1, 2 and 3 seek broader operating revenue across multiple departments and school programs, with the highest passing tier setting the amount added to the levy.

Town Administrator Thatcher Kezer has described the tiers as cumulative layers: Tier 1 (“restore”) would bring back services cut from the balanced budget, Tier 2 (“stabilize”) would add staffing and program items, and Tier 3 (“invest”) would add further services and capital-related spending. Only the highest tier to win a majority would take effect.

Better Way Marblehead says its members are asking fair questions about affordability and transparency, and that voters should have another chance after the election to decide how to use any available money “accountably, in public, with a clear record of how every dollar is directed,” the committee wrote.

The group has also asked town officials to sign a nonbinding memorandum of understanding promising not to seek another override during a three-year step-up period — a commitment DiPiano argued would only defer the next request to year four. State law creates no such moratorium; a nonbinding memorandum would not stop a future board from placing another Proposition 2 1/2 question on the ballot.

Override supporters warn of service cuts

Override supporters say voters now face a budget that already includes reductions and relies partly on one-time money. In candidate questionnaires published by The Marblehead Independent, several described the fiscal 2027 budget as a bridge year that does not solve the town’s underlying structural problem.

The no-override budget would eliminate 18.25 full-time-equivalent school positions, 9.3 of them filled, according to the voter guide. Tier 2 would restore free full-day kindergarten at $671,408, and Tier 3 would add an in-district special education program for students ages 18 to 22 at about $500,000 in startup costs. The guide also says the town would end curbside trash service at 157 locations, including park sites, keeping pickup only at staffed beaches and sites with active programming.

Better Way Marblehead says voters should not be pushed toward the larger tiers by fear of cuts when Question 4 and a later special Town Meeting could preserve some services; town officials say the workaround is no substitute for the revenue Questions 1, 2 and 3 would raise.

The committee’s decision to keep some members anonymous has added another layer. DiPiano wrote that members may identify themselves if they choose, but that anonymity is the committee’s policy because some do not want to face what he called a toxic local political culture. State campaign finance law does not require every supporter of a ballot-question committee to be publicly identified, but it does require disclosure of the committee’s officers, treasurer, reportable contributors and spending.

The result is a campaign not only over numbers, but over trust: trust in the town’s budget presentation, trust in a citizens group’s alternative, trust in whether a special Town Meeting could repair the budget after the election and trust in whether voters are being shown the real cost of each choice.

Both sides disagree on which danger is greater: Better Way Marblehead says the town is asking for too much permanent taxing authority before alternatives have been exhausted, while town officials and override supporters say rejecting the main tiers on the promise of a later fix could leave the town without the revenue to avoid cuts.

Voters will decide June 9 whether to accept the town’s override package, follow Better Way Marblehead’s alternate path or reject some combination of both. The ballot will settle the tax questions. It may not settle the argument over what Marblehead can afford, what it is willing to cut and whom voters believe.

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