St Augustine Real Estate Information

HOMESTEAD EXEMPTION What Is It - And How Do I File In St Johns County
October 10th, 2007 7:48 AM

REQUIREMENTS FOR FILING HOMESTEAD EXEMPTION
St. Johns County Property Appraiser’s Office

  1. Are you a United States citizen?  If not, a Resident Alien card or letter from INS stating approval and pending issuance is required (per Florida Courts:  Alcime v. Bystrom; Juarrero v. G. McNayr; and Lisboa v. Dade County Property Appraiser, Dade County Tax Collector and Florida Department of Revenue).
  2. Are you receiving exemption or other residency benefits for any other residence?  Per the Florida Constitution (VIII) (6) (b), each individual or family unit is entitled to ONE homestead exemption.  If you or your spouse claim(s) residency at another location in Florida or in another state or benefit(s) from a tax credit or exemption on property you own at another location in Florida or in another state, you are not eligible to file for homestead exemption in St. Johns County unless or until the other exemption/benefit is relinquished. 
  3. Did you live on the property on January 1st?  Per F.S. 196.031, eligible filers must reside on the property on January 1st of the filing year. 
  4. Do you have proofs of residency for the homestead address? 

The Property Appraiser is required to verify permanent residency of each applicant.  In order to do that, the documentation listed below (as set forth by Florida Statute 196.015) must be provided by EACH applicant.  [If you are married and your spouse resides on the property, you BOTH must complete an application even if your spouse is not listed on the deed.  If you are legally married but totally separated from your spouse, you MUST provide proof of separate family unit status when you file for homestead exemption (AG0 75-146 and AGO 2005-0060).

  1. Recorded deed or tax bill for subject property.
  2. Florida driver’s license reflecting correct homestead address.  If you do not drive, a Florida I.D. card at that address is required.  (If you hold a driver’s license, it must be issued in Florida.)    
  3. Florida voter’s registration card with homestead address on it OR a Declaration of Domicile* (available at the Clerk of Courts Office-SJC Courthouse).
  4. Social security number(s) for all owner(s) filing for homestead exemption on this property.  If you are married, Florida Statute 196.011 (1)(b) requires that you provide both social security numbers EVEN IF YOUR SPOUSE DOES NOT LIVE ON THE HOMESTEAD PROPERTY. 
  5. Florida vehicle registration (tag number) OR a Declaration of Domicile if you do not own a vehicle.  (If you own a vehicle, it must be registered in Florida to meet the homestead criteria.)

The following are ALSO required when applicable:

  1. If you are not a U.S. Citizen, in addition to your Resident Alien card, you MUST file a Declaration of Domicile.
  2. If your homestead property is a mobile home, you MUST provide the mobile home registration(s).
  3. If your homestead property is owned by a trust, you MUST provide this office a complete copy of your trust so that we can confirm beneficial title as set forth in F.S. 196.031 and F.S. 196.041.

 

  1. Have you changed the way you hold title to your homestead property?  Reapplication is required after any transfer of ownership.  Please be aware that ANY CHANGE to the title of homestead exempt property may result in the loss of your existing homestead exemption and/or the associated Amendment 10 (Save Our Homes) cap per F.S. 193.155.    
  2. Are you eligible for any other exemptions?  Please call the Property Appraiser at (904) 827-5500 if you think you may be eligible for additional exemptions (i.e. Civilian or Service-connected Disability, Widows/widowers, Over 65 Exemption, Granny Flats, etc.).  All claims for exemption must be filed by March 1st.  
    • Per F.S. 196.131(2), “Any person who knowingly and willfully gives false information for the purpose of claiming homestead exemption as provided for in this chapter is guilty of a misdemeanor of the first degree, punishable as provided in s. 775.082 or by fine not exceeding $5,000, or both.”  Additionally, per F.S. 196.161, if the Property Appraiser learns that for any year or years within the prior 10 years a person not entitled to the exemption was granted it, the Property Appraiser shall place a notice of tax lien in the public records of the county for the property and the lien shall be for the taxes incorrectly exempted plus a penalty of 50 percent of the unpaid taxes for each year and 15 percent interest per annum.

 

IMPORTANT DATES TO KNOW:

January 1

  • Status and condition of property on this day determines the property's value for the upcoming assessment year.
  • Ownership and residence as of this date determines eligibility for homestead exemption applicants.
  • Automatic exemption renewals and agricultural classification notices are mailed to property owners

January 1 through April 1

March 1

  • Filing deadline for homestead exemption and other personal exemptions.
  • Filing deadline for classified use properties.
  • Filing deadline for agricultural classification.
  • Filing deadline for organizational exemptions.

April 1

  • Deadline for filing Tangible Personal Property Returns for all Florida businesses.

Mid August to early September

  • Truth in Millage (TRIM) Notices are mailed to all property owners detailing the proposed assessments, exemptions, millage rates and tax amounts. Included on the TRIMs are public hearing dates for discussion of millage rates.

TRIM mail-out day + 25 days

  • Property owners who wish to discuss or appeal the information appearing on the TRIM notices need to contact the Property Appraiser's office or file an appeal with the Property Value Adjustment Board within 25 days of the mailing of notices. The deadline for appealing is printed on the TRIMs.

Early November

 

 


Posted by Cindy Balla on October 10th, 2007 7:48 AMPost a Comment (0)

Exemptions for Homestead and basic example from county
October 10th, 2007 7:51 AM
 

Exemptions

 

 

Deadline Information

Application for all Exemptions must be filed by March 1st of the year in which you wish to claim the exemption. This is an absolute deadline.  In addition, eligible applicants must be legally in possession of (i.e. a Recorded deed) and living on said property as their primary residence as of January 1st of that same year.  Initial applications should be made in person at any of the Property Appraiser’s Office Locations.  Failure to make application by March 1st of the tax year shall constitute a waiver of the exemption privilege for that year.  After the first year’s application has been filed, each property will receive an automatic renewal of exemptions as long as the eligibility requirements are still being met.

 

 

 

Available Exemptions

  1. $25,000 Homestead Exemption
  2. $500 Widow’s or Widower’s Exemption
  3. $500 Disability Exemption
  4. $500 Exemption for Blind Persons
  5. $5000 Service-connected Disability Exemption
  6. Total Exemption for the Service-Connected, Totally and Permanently Disabled
  7. Total Exemption for the Totally and Permanently Disabled
  8. Combat Related Veteran's Exemption
  9. Total Exemption for Non-Profit Organizations
  10. Senior Citizen Age 65 And Over Exemption
  11. Granny Flats Classification

 

 

Example of How Exemptions 1- 4 Work

 

Mr. Smith owns a property assessed at $100,000 and is eligible for a Homestead Exemption.

 

$100,000 Assessed Value

(-) $25,000 Exemption Value

$75,000 Taxable Value

 

Mr. Smith will only be taxed on $75,000 of his $100,000 home.  This equates to approximately a $500 savings on his yearly tax bill.  The savings you receive is based on the final assessed value and the final millage (or taxing) rates for your particular property each tax year.

 

See Amendment 10 to learn about further benefits associated with Homestead Exemption.


Posted by Cindy Balla on October 10th, 2007 7:51 AMPost a Comment (0)

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