1 | A bill to be entitled |
2 | An act relating to ad valorem taxation; amending s. |
3 | 193.1554, F.S.; reducing the amount that any change in the |
4 | value of nonhomestead residential property resulting from |
5 | an annual reassessment may exceed the assessed value of |
6 | the property for the prior year; amending s. 193.1555, |
7 | F.S.; reducing the amount that any change in the value of |
8 | certain residential and nonresidential real property |
9 | resulting from an annual reassessment may exceed the |
10 | assessed value of the property for the prior year; |
11 | creating s. 196.078, F.S.; providing a definition; |
12 | providing a first-time Florida homesteader with an |
13 | additional homestead exemption; providing for calculation |
14 | of the exemption; providing for the applicability period |
15 | of the exemption; providing for an annual reduction in the |
16 | exemption during the applicability period; providing |
17 | application procedures; providing for applicability of |
18 | specified provisions; providing for contingent effect of |
19 | provisions and varying dates of application depending on |
20 | the adoption and adoption date of specified joint |
21 | resolutions; authorizing the Department of Revenue to |
22 | adopt emergency rules; providing for application and |
23 | renewal of emergency rules; providing for retroactive |
24 | application; providing effective dates. |
25 |
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26 | Be It Enacted by the Legislature of the State of Florida: |
27 |
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28 | Section 1. If House Joint Resolution 381 or Senate Joint |
29 | Resolution 658, 2011 Regular Session, is approved by a vote of |
30 | the electors in the general election held in November 2012, |
31 | subsection (3) of section 193.1554, Florida Statutes, is amended |
32 | to read: |
33 | 193.1554 Assessment of nonhomestead residential property.- |
34 | (3) Beginning in 2013 2009, or the year following the year |
35 | the property is placed on the tax roll, whichever is later, the |
36 | property shall be reassessed annually on January 1. Any change |
37 | resulting from such reassessment may not exceed 3 10 percent of |
38 | the assessed value of the property for the prior year. |
39 | Section 2. If House Joint Resolution 381 or Senate Joint |
40 | Resolution 658, 2011 Regular Session, is approved by a vote of |
41 | the electors in a special election held concurrent with the |
42 | presidential preference primary in 2012, subsection (3) of |
43 | section 193.1554, Florida Statutes, is amended to read: |
44 | 193.1554 Assessment of nonhomestead residential property.- |
45 | (3) Beginning in 2012 2009, or the year following the year |
46 | the property is placed on the tax roll, whichever is later, the |
47 | property shall be reassessed annually on January 1. Any change |
48 | resulting from such reassessment may not exceed 3 10 percent of |
49 | the assessed value of the property for the prior year. |
50 | Section 3. If House Joint Resolution 381 or Senate Joint |
51 | Resolution 658, 2011 Regular Session, is approved by a vote of |
52 | the electors in the general election held in November 2012, |
53 | subsection (3) of section 193.1555, Florida Statutes, is amended |
54 | to read: |
55 | 193.1555 Assessment of certain residential and |
56 | nonresidential real property.- |
57 | (3) Beginning in 2013 2009, or the year following the year |
58 | the property is placed on the tax roll, whichever is later, the |
59 | property shall be reassessed annually on January 1. Any change |
60 | resulting from such reassessment may not exceed 3 10 percent of |
61 | the assessed value of the property for the prior year. |
62 | Section 4. If House Joint Resolution 381 or Senate Joint |
63 | Resolution 658, 2011 Regular Session, is approved by a vote of |
64 | the electors in a special election held concurrent with the |
65 | presidential preference primary in 2012, subsection (3) of |
66 | section 193.1555, Florida Statutes, is amended to read: |
67 | 193.1555 Assessment of certain residential and |
68 | nonresidential real property.- |
69 | (3) Beginning in 2012 2009, or the year following the year |
70 | the property is placed on the tax roll, whichever is later, the |
71 | property shall be reassessed annually on January 1. Any change |
72 | resulting from such reassessment may not exceed 3 10 percent of |
73 | the assessed value of the property for the prior year. |
74 | Section 5. If House Joint Resolution 381 or Senate Joint |
75 | Resolution 658, 2011 Regular Session, is approved by a vote of |
76 | the electors in the general election held in November 2012, |
77 | section 196.078, Florida Statutes, is created to read: |
78 | 196.078 Additional homestead exemption for a first-time |
79 | Florida homesteader.- |
80 | (1) As used in this section, the term "first-time Florida |
81 | homesteader" means a person who establishes the right to receive |
82 | the homestead exemption provided in s. 196.031 within 1 year |
83 | after purchasing the homestead property and who has not owned |
84 | property in the previous 3 years to which the homestead |
85 | exemption provided in s. 196.031(1)(a) applied. |
86 | (2) Every first-time Florida homesteader is entitled to an |
87 | additional homestead exemption in an amount equal to 50 percent |
88 | of the homestead property's just value on January 1 of the year |
89 | the homestead is established for all levies other than school |
90 | district levies. The additional exemption shall apply for a |
91 | period of 5 years or until the year the property is sold, |
92 | whichever occurs first. The amount of the additional exemption |
93 | shall not exceed $200,000 and shall be reduced in each |
94 | subsequent year by an amount equal to 20 percent of the amount |
95 | of the additional exemption received in the year the homestead |
96 | was established or by an amount equal to the difference between |
97 | the just value of the property and the assessed value of the |
98 | property determined under s. 193.155, whichever is greater. Not |
99 | more than one exemption provided under this subsection shall be |
100 | allowed per homestead property. The additional exemption shall |
101 | apply to property purchased on or after January 1, 2012, but |
102 | shall not be available in the sixth and subsequent years after |
103 | the additional exemption is first received. |
104 | (3) The property appraiser shall require a first-time |
105 | Florida homesteader claiming an exemption under this section to |
106 | submit, not later than March 1 on a form prescribed by the |
107 | Department of Revenue, a sworn statement attesting that the |
108 | taxpayer, and each other person who holds legal or equitable |
109 | title to the property, has not owned property in the prior 3 |
110 | years that received the homestead exemption provided by s. |
111 | 196.031. In order for the exemption to be retained upon the |
112 | addition of another person to the title to the property, the |
113 | person added must also submit, not later than the subsequent |
114 | March 1 on a form prescribed by the department, a sworn |
115 | statement attesting that he or she has not owned property in the |
116 | prior 3 years that received the homestead exemption provided by |
117 | s. 196.031. |
118 | (4) Sections 196.131 and 196.161 apply to the exemption |
119 | provided in this section. |
120 | Section 6. If House Joint Resolution 381 or Senate Joint |
121 | Resolution 658, 2011 Regular Session, is approved by a vote of |
122 | the electors in a special election held concurrent with the |
123 | presidential preference primary in 2012, section 196.078, |
124 | Florida Statutes, is created to read: |
125 | 196.078 Additional homestead exemption for a first-time |
126 | Florida homesteader.- |
127 | (1) As used in this section, the term "first-time Florida |
128 | homesteader" means a person who establishes the right to receive |
129 | the homestead exemption provided in s. 196.031 within 1 year |
130 | after purchasing the homestead property and who has not owned |
131 | property in the previous 3 years to which the homestead |
132 | exemption provided in s. 196.031(1)(a) applied. |
133 | (2) Every first-time Florida homesteader is entitled to an |
134 | additional homestead exemption in an amount equal to 50 percent |
135 | of the homestead property's just value on January 1 of the year |
136 | the homestead is established for all levies other than school |
137 | district levies. The additional exemption shall apply for a |
138 | period of 5 years or until the year the property is sold, |
139 | whichever occurs first. The amount of the additional exemption |
140 | shall not exceed $200,000 and shall be reduced in each |
141 | subsequent year by an amount equal to 20 percent of the amount |
142 | of the additional exemption received in the year the homestead |
143 | was established or by an amount equal to the difference between |
144 | the just value of the property and the assessed value of the |
145 | property determined under s. 193.155, whichever is greater. Not |
146 | more than one exemption provided under this subsection shall be |
147 | allowed per homestead property. The additional exemption shall |
148 | apply to property purchased on or after January 1, 2011, but |
149 | shall not be available in the sixth and subsequent years after |
150 | the additional exemption is first received. |
151 | (3) The property appraiser shall require a first-time |
152 | Florida homesteader claiming an exemption under this section to |
153 | submit, not later than March 1 on a form prescribed by the |
154 | Department of Revenue, a sworn statement attesting that the |
155 | taxpayer, and each other person who holds legal or equitable |
156 | title to the property, has not owned property in the prior 3 |
157 | years that received the homestead exemption provided by s. |
158 | 196.031. In order for the exemption to be retained upon the |
159 | addition of another person to the title to the property, the |
160 | person added must also submit, not later than the subsequent |
161 | March 1 on a form prescribed by the department, a sworn |
162 | statement attesting that he or she has not owned property in the |
163 | prior 3 years that received the homestead exemption provided by |
164 | s. 196.031. |
165 | (4) Sections 196.131 and 196.161 apply to the exemption |
166 | provided in this section. |
167 | Section 7. (1) In anticipation of implementing this act, |
168 | the executive director of the Department of Revenue is |
169 | authorized, and all conditions are deemed met, to adopt |
170 | emergency rules under ss. 120.536(1) and 120.54(4), Florida |
171 | Statutes, to make necessary changes and preparations so that |
172 | forms, methods, and data records, electronic or otherwise, are |
173 | ready and in place if sections 2, 4, and 6 or sections 1, 3, and |
174 | 5 of this act become law. |
175 | (2) Notwithstanding any other provision of law, such |
176 | emergency rules shall remain in effect for 18 months after the |
177 | date of adoption and may be renewed during the pendency of |
178 | procedures to adopt rules addressing the subject of the |
179 | emergency rules. |
180 | Section 8. This act shall take effect upon becoming a law, |
181 | except that the sections of this act that take effect upon the |
182 | approval of House Joint Resolution 381 or Senate Joint |
183 | Resolution 658, 2011 Regular Session, by a vote of the electors |
184 | in a special election held concurrent with the presidential |
185 | preference primary in 2012 shall apply retroactively to the 2012 |
186 | tax roll if the revision of the State Constitution contained in |
187 | House Joint Resolution 381 or Senate Joint Resolution 658, 2011 |
188 | Regular Session, is approved by a vote of the electors in a |
189 | special election held concurrent with the presidential |
190 | preference primary in 2012; or the sections of this act that |
191 | take effect upon the approval of House Joint Resolution 381 or |
192 | Senate Joint Resolution 658, 2011 Regular Session, by a vote of |
193 | the electors in the general election held in November 2012 shall |
194 | apply to the 2013 tax roll if the revision of the State |
195 | Constitution contained in House Joint Resolution 381 or Senate |
196 | Joint Resolution 658, 2011 Regular Session, is approved by a |
197 | vote of the electors in the general election held in November of |
198 | 2012. |