1 | A bill to be entitled |
2 | An act relating to property taxation; amending s. |
3 | 193.1554, F.S.; specifying an additional type of transfer |
4 | under which no change of ownership of nonhomestead |
5 | residential property occurs; amending s. 193.1555, F.S.; |
6 | specifying an additional type of transfer under which no |
7 | change of ownership of nonresidential property occurs; |
8 | amending s. 193.1556, F.S.; providing that a recorded deed |
9 | or other instrument serves as notice of a change of |
10 | ownership; requiring the Department of Revenue to provide |
11 | a form by which a property owner may notify a property |
12 | appraiser of a change of ownership; specifying a form |
13 | requirement; amending s. 193.461, F.S.; specifying |
14 | application of a methodology for assessing certain |
15 | agricultural production structures or improvements used |
16 | for specified purposes; amending s. 196.061, F.S.; |
17 | revising criteria for rental of a homestead as |
18 | constituting abandonment of the homestead; providing a |
19 | definition; amending s. 196.1995, F.S.; expanding the |
20 | authority of the governing body of a county or |
21 | municipality to renew economic development ad valorem tax |
22 | exemptions for multiple 10-year periods upon approval by |
23 | referendum for each renewal; authorizing persons to report |
24 | to the property appraiser possible homestead exemption |
25 | violations under certain circumstances; requiring the |
26 | property appraiser to pay a specified reward to the |
27 | reporting individual after recovering back taxes or |
28 | penalties; providing a limitation; requiring funds for |
29 | such reward to be taken from a specified source; limiting |
30 | payment of a reward for each verified violation; requiring |
31 | that the Department of Revenue create a form for reporting |
32 | such violations and provide such form by specified means; |
33 | requiring that each submitted form contain certain |
34 | information; providing duties of the property appraiser; |
35 | creating s. 193.1553, F.S.; providing a definition; |
36 | requiring property appraisers to consider the existence of |
37 | a cancer cluster in determining the assessed value of |
38 | property; requiring the property appraiser to consider |
39 | certain information in making such determinations; |
40 | providing for future review and repeal; providing |
41 | effective dates. |
42 |
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43 | Be It Enacted by the Legislature of the State of Florida: |
44 |
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45 | Section 1. Subsection (5) of section 193.1554, Florida |
46 | Statutes, is amended to read: |
47 | 193.1554 Assessment of nonhomestead residential property.- |
48 | (5) Except as provided in this subsection, property |
49 | assessed under this section shall be assessed at just value as |
50 | of January 1 of the year following a change of ownership or |
51 | control. Thereafter, the annual changes in the assessed value of |
52 | the property are subject to the limitations in subsections (3) |
53 | and (4). For purpose of this section, a change of ownership or |
54 | control means any sale, foreclosure, transfer of legal title or |
55 | beneficial title in equity to any person, or the cumulative |
56 | transfer of control or of more than 50 percent of the ownership |
57 | of the legal entity that owned the property when it was most |
58 | recently assessed at just value, except as provided in this |
59 | subsection. There is no change of ownership if: |
60 | (a) The transfer of title is to correct an error; |
61 | (b) The transfer is between legal and equitable title; or |
62 | (c) The transfer is between husband and wife, including a |
63 | transfer to a surviving spouse or a transfer due to a |
64 | dissolution of marriage; or |
65 | (d) For a publicly traded company, the cumulative transfer |
66 | of more than 50 percent of the ownership of the entity occurs |
67 | through the buying and selling of shares of the company on a |
68 | public exchange. This exception does not include a transfer made |
69 | through a merger with or an acquisition by another company, |
70 | including, but not limited to, acquisition by acquiring |
71 | outstanding shares of the company. |
72 | Section 2. Subsection (5) of section 193.1555, Florida |
73 | Statutes, is amended to read: |
74 | 193.1555 Assessment of certain residential and |
75 | nonresidential real property.- |
76 | (5) Except as provided in this subsection, property |
77 | assessed under this section shall be assessed at just value as |
78 | of January 1 of the year following a qualifying improvement or |
79 | change of ownership or control. Thereafter, the annual changes |
80 | in the assessed value of the property are subject to the |
81 | limitations in subsections (3) and (4). For purpose of this |
82 | section: |
83 | (a) A qualifying improvement means any substantially |
84 | completed improvement that increases the just value of the |
85 | property by at least 25 percent. |
86 | (b) A change of ownership or control means any sale, |
87 | foreclosure, transfer of legal title or beneficial title in |
88 | equity to any person, or the cumulative transfer of control or |
89 | of more than 50 percent of the ownership of the legal entity |
90 | that owned the property when it was most recently assessed at |
91 | just value, except as provided in this subsection. There is no |
92 | change of ownership if: |
93 | 1. The transfer of title is to correct an error; or |
94 | 2. The transfer is between legal and equitable title; or |
95 | 3. For a publicly traded company, the cumulative transfer |
96 | of more than 50 percent of the ownership of the entity occurs |
97 | through the buying and selling of shares of the company on a |
98 | public exchange. This exception does not include a transfer made |
99 | through a merger with or an acquisition by another company, |
100 | including, but not limited to, acquisition by acquiring |
101 | outstanding shares of the company. |
102 | Section 3. Section 193.1556, Florida Statutes, is amended |
103 | to read: |
104 | 193.1556 Notice of change of ownership or control |
105 | required.- |
106 | (1) Any person or entity that owns property assessed under |
107 | s. 193.1554 or s. 193.1555 must notify the property appraiser |
108 | promptly of any change of ownership or control as defined in ss. |
109 | 193.1554(5) and 193.1555(5). If the change of ownership is |
110 | recorded by a deed or other instrument in the public records of |
111 | the county where the property is located, the recorded deed or |
112 | other instrument shall serve as notice to the property |
113 | appraiser. If any property owner fails to so notify the property |
114 | appraiser and the property appraiser determines that for any |
115 | year within the prior 10 years the owner's property was not |
116 | entitled to assessment under s. 193.1554 or s. 193.1555, the |
117 | owner of the property is subject to the taxes avoided as a |
118 | result of such failure plus 15 percent interest per annum and a |
119 | penalty of 50 percent of the taxes avoided. It is the duty of |
120 | the property appraiser making such determination to record in |
121 | the public records of the county a notice of tax lien against |
122 | any property owned by that person or entity in the county, and |
123 | such property must be identified in the notice of tax lien. Such |
124 | property is subject to the payment of all taxes and penalties. |
125 | Such lien when filed shall attach to any property, identified in |
126 | the notice of tax lien, owned by the person or entity that |
127 | illegally or improperly was assessed under s. 193.1554 or s. |
128 | 193.1555. If such person or entity no longer owns property in |
129 | that county, but owns property in some other county or counties |
130 | in the state, it shall be the duty of the property appraiser to |
131 | record a notice of tax lien in such other county or counties, |
132 | identifying the property owned by such person or entity in such |
133 | county or counties, and it becomes a lien against such property |
134 | in such county or counties. |
135 | (2) The Department of Revenue shall provide a form by |
136 | which a property owner may provide notice to all property |
137 | appraisers of a change in ownership or control. The form must |
138 | allow the property owner to list all property that he or she |
139 | owns or controls in this state for which a change of ownership |
140 | or control as defined in s. 193.1554(5) or s. 193.1555(5) has |
141 | occurred but has not been noticed previously to property |
142 | appraisers. Providing notice on such form constitutes compliance |
143 | with the notification requirements of this section. |
144 | Section 4. Paragraph (c) of subsection (6) of section |
145 | 193.461, Florida Statutes, is amended to read: |
146 | 193.461 Agricultural lands; classification and assessment; |
147 | mandated eradication or quarantine program.- |
148 | (6) |
149 | (c)1. For purposes of the income methodology approach to |
150 | assessment of property used for agricultural purposes, |
151 | irrigation systems, including pumps and motors, physically |
152 | attached to the land shall be considered a part of the average |
153 | yields per acre and shall have no separately assessable |
154 | contributory value. |
155 | 2. Litter containment structures located on producing |
156 | poultry farms and animal waste nutrient containment structures |
157 | located on producing dairy farms shall be assessed by the |
158 | methodology described in subparagraph 1. |
159 | 3. Structures or improvements used for horticulture |
160 | production that are used for the purpose of frost and freeze |
161 | protection consistent with the Department of Agriculture and |
162 | Consumer Services' interim measures or best management practices |
163 | adopted pursuant to s. 570.085 or s. 403.067(7)(c), shall be |
164 | assessed by the methodology described in subparagraph 1. |
165 | Section 5. Section 196.061, Florida Statutes, is amended |
166 | to read: |
167 | 196.061 Rental of homestead to constitute abandonment.-The |
168 | rental of all or substantially all of a an entire dwelling |
169 | previously claimed to be a homestead for tax purposes shall |
170 | constitute the abandonment of the said dwelling as a homestead, |
171 | and such said abandonment shall continue until such dwelling is |
172 | physically occupied by the owner thereof. However, such |
173 | abandonment of such homestead after January 1 of any year shall |
174 | not affect the homestead exemption for tax purposes for that |
175 | particular year so long as this provision is not used for 2 |
176 | consecutive years. The provisions of this section shall not |
177 | apply to a member of the Armed Forces of the United States whose |
178 | service in such forces is the result of a mandatory obligation |
179 | imposed by the federal Selective Service Act or who volunteers |
180 | for service as a member of the Armed Forces of the United |
181 | States. As used in this section, the term "rental" means any |
182 | rental, lease, license, or other similar agreement by which the |
183 | owner is compensated for use of the dwelling by tenants or |
184 | guests. |
185 | Section 6. Subsection (7) of section 196.1995, Florida |
186 | Statutes, is amended to read: |
187 | 196.1995 Economic development ad valorem tax exemption.- |
188 | (7) The authority to grant exemptions under this section |
189 | expires will expire 10 years after the date such authority was |
190 | approved in an election, but such authority may be renewed for |
191 | subsequent another 10-year periods if each 10-year renewal is |
192 | approved period in a referendum called and held pursuant to this |
193 | section. |
194 | Section 7. Whistleblower reward for reporting illegal or |
195 | improper homestead exemptions.- |
196 | (1) A person may report to the property appraiser's office |
197 | a possible homestead exemption violation if he or she believes a |
198 | homestead exemption, as described in s. 196.031, Florida |
199 | Statutes, has been granted to a person who is not entitled to |
200 | such exemption. If the property appraiser verifies that a |
201 | homestead exemption was illegally or improperly obtained, the |
202 | tax collector, after collecting any back taxes and resulting |
203 | penalties, shall pay the person who reported the violation a |
204 | reward of 25 percent of the penalties collected, not to exceed |
205 | $500. Such reward shall be paid from the penalties recovered by |
206 | the tax collector in connection with the reported violation. |
207 | (2) A tax collector may pay a reward to only one person |
208 | for reporting each verified homestead exemption violation. If |
209 | more than one person reports a violation pertaining to the same |
210 | property, the person who first reported the violation via the |
211 | appropriate reporting method shall receive the reward. |
212 | (3) The Department of Revenue shall create a form for |
213 | reporting suspected homestead exemption violations. The form |
214 | shall be available on the department's website, and each |
215 | property appraiser shall provide printed forms upon request. |
216 | Each submitted form must include the name and address of the |
217 | person reporting the suspected violation, the address of the |
218 | property the owner of which is suspected of illegally or |
219 | improperly receiving a homestead exemption, and the basis for |
220 | suspecting that a homestead exemption violation has occurred. |
221 | The property appraiser shall stamp each submitted form with the |
222 | date and time of the day of the submittal immediately upon |
223 | receipt. |
224 | Section 8. Effective upon this act becoming a law, section |
225 | 193.1553, Florida Statutes, is created to read: |
226 | 193.1553 Assessment of properties located in an area where |
227 | a cancer cluster is present.- |
228 | (1) As used in this section, the term "cancer cluster" |
229 | means a higher than expected number of cases of a particular |
230 | type of cancer occurring in a local community over a defined |
231 | period of time. |
232 | (2) When the existence of a cancer cluster has been |
233 | confirmed by the Department of Health or the Centers for Disease |
234 | Control and Prevention of the United Stated Department of Health |
235 | and Human Services, the property appraiser shall take into |
236 | consideration the presence of the cancer cluster when |
237 | determining the assessed value of property located within the |
238 | area where the cancer cluster exists. The property appraiser |
239 | shall consider the latest available information regarding the |
240 | effect of the cancer cluster on assessed values, including sales |
241 | occurring after January 1, prior to determining the assessed |
242 | value of the affected properties. |
243 | (3) This section expires July 1, 2017, unless reviewed and |
244 | reenacted by the Legislature on or before that date. |
245 | Section 9. Except as otherwise expressly provided in this |
246 | act and except for this section which shall take effect upon |
247 | this act becoming a law, this act shall take effect July 1, |
248 | 2010. |