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ORDINANCE 2005- 028
AN ORDINANCE OF THE BOARD OF COUNTY
COMMISSIONERS OF INDIAN RIVER COUNTY,
FLORIDA, AMENDING TITLE II BY CREATING
CHAPTER 213, ENTITLED PROPERTY TAX
REDUCTION FOR CONSTRUCTION OR RECON-
STRUCTION OF HOMESTEAD PROPERTY TO HOUSE
E LDERLY PARENTS OR GRANDPARENTS OF
OWNER OR OWNER SPOUSE; PROVIDING FOR
D EFINITIONS; PROVIDING FOR QUALIFICATIONS
FOR REDUCTION; PROVIDING FOR THE AMOUNT OF
REDUCTION; PROVIDING FOR THE PROCESS FOR
CLAIMING THE REDUCTION; PROVIDING FOR
P ENALTIES; PROVIDING FOR DISQUALIFICATION;
P ROVIDING FOR CONFLICTS; PROVIDING FOR
S EVERABILITY AND PROVIDING AN EFFECTIVE
D ATE.
WHEREAS, in 2002, the voters of the State of Florida approved a
constitutional amendment that allows a county to provide a tax exemption for
residences to be constructed or improved for the purpose of providing living
quarters for grandparents or parents of the owner of the property; and
WHEREAS, the Board of County Commissioners recognizes that it is
beneficial for some senior citizens to reside with their adult children or in very
close proximity to their children so the adult children can make sure that their
parents' needs are met in a loving and caring environment; and
WHEREAS, in order to encourage and foster this loving and caring
environment the Board of County Commissioners desires to extend the benefits
of certain property tax exemptions afforded by Section 193.703, Florida Statutes,
to the citizens of Indian River County,
N OW THEREFORE, BE IT ORDAINED by the Board of County
Commissioners of Indian River County, that
S ECTION 1. AMENDMENT.
TITLE II TAXES, UTILITIES AND SPECIAL DISTRICTS is amended to add
Chapter 213 which shall read as follows:
CHAPTER 213. Property tax reduction for construction or reconstruction
to house elderly parent(s) or grandparent(s) of owner(s).
Section 213.01. Definitions.
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ORDINANCE 2005- 028.
A. As used in this article, the term "construction" means all types of
construction governed by the Florida Building Code.
B. As used in this article, the term "reconstruction" means all types of
reconstruction governed by the Florida Building Code.
C .As used in this article, the term "primary place of residence" shall
have the same meaning as "permanent residency" for establishing
homestead exemption pursuant to F.S. § 196.031. The property
appraiser may rely upon the factors listed in F.S. § 196.015, in
determining whether the property is the primary place of residence
for the applicant's parent or grandparent.
Section 213.02. Generally.
•
There is hereby granted to the owner of homestead property, a reduction in the
assessed value of the property equal to any increase in the assessed value of
the property which results from the construction or reconstruction of the property
for the purpose of providing living quarters for one or more natural or adoptive
parents or grandparents of the owner of the property, or the owner's spouse, if at
least one of the parents or grandparents for whom the living quarters are
provided is at least 62 years of age.
Section 213.03. Qualifications for reduction.
The assessment reduction applies under the following circumstances:
A. The construction or reconstruction is substantially complete and
received a certificate of occupancy in the year prior to the January
1 in which the qualifying parent(s) or grandparent(s) first occupies
the constructed or reconstructed living quarters.
B At least one qualifying parent or grandparent maintains his or her
primary place of residence in the constructed or reconstructed living
quarters during the taxable year for which the reduction is claimed.
C. The assessment reduction shall be applied to the assessed value
of the homestead property as calculated pursuant to Article VII,
Section 4(e), Florida Constitution.
D. The construction or reconstruction is consistent with the local land
'development regulations.
Section 213.04. Amount of reduction.
The amount of the reduction shall not exceed the lesser of the following:
A. The increase in assessed value resulting from construction or
reconstruction of the property; or
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ORDINANCE 2005- 028
B. Twenty percent of the total assessed value of the property as
improved.
S ection 213.05. Process for claiming reduction.
A reduction in assessment may be granted only upon an application filed
annually with the Indian River County Property Appraiser. An applicant is
required to complete forms required by the property appraiser, including any
affidavit regarding the age of the qualifying parent or grandparent and whether
the living quarters are being used as the qualifying parent's or grandparent's
primary place of residence for the year in which the reduction is sought. The
application must be made before March 1 of the year for which the reduction is to
be granted.
S ection 213.06. Property held jointly with right of survivorship.
If title to the homestead property is held jointly with right of survivorship, the
person residing on the property and otherwise qualifying may receive the entire
amount of the reduction in assessed value.
S ection 213.07. Penalties.
Penalties for violation of this chapter shall be in accordance with general law.
The tax collector may deny or cancel a reduction for violation of this chapter.
S ection 213.08. Disqualification.
When the property owner no longer qualifies for the reduction in assessed value
for living quarters of parents or grandparents, the previously excluded just value
of such improvements as of the first January 1 after the improvements were
substantially completed shall be added back to the assessed value of the
property.
S ECTION 2. CODIFICATION.
It is the intention of the Board of County Commissioners that the
provisions of this ordinance shall become and be made a part of the Indian River
County Code and the word "ordinance" may be changed to "section," "article," or
other appropriate word or phrase and the sections of this Ordinance may be
renumbered or relettered to accomplish such intention; providing, however, that
S ections 2, 3 and 4 shall not be codified.
S ECTION 3. SEVERABILITY.
If any section, or any sentence, paragraph, phrase, or word of this
ordinance is for any reason held to be unconstitutional, inoperative, or void, such
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ORDINANCE 2005- 028
holding shall not affect the remaining portions of this ordinance, and it shall be
construed to have been the legislative intent to pass the ordinance without such
unconstitutional, invalid or inoperative part.
SECTION 4. EFFECTIVE DATE
This ordinance shall take effect upon filing with the Florida Secretary of
This ordinance was advertised in the Press Journal on the 11 thday of
August , 2005, for a public hearing on 23rd day of August , 2005, at which
time it was moved for adoption by Commissioner Wheeler and
seconded by Commissioner Davi s , and adopted by the
following vote:
Chairman Thomas S. Lowther
Vice Chairman Arthur R. Neuberger
Commissioner Wesley S Davis
Commissioner Gary C. Wheeler
Commissioner Sandra L. Bowden
Aye
Aye
Aye
Aye
Aye
The Chairman thereupon declared the ordinance duly passed and adopted this
23rd day.of. - -August 2005.
Attest: 1<i. K=Barton, Cle1k
Deputy -Clerk
Approved as to form and Legal
'ienc
t_a.- a
illiam K eBraal
Assistant County Attorney
INDIAN RIVER COUNTY, FLORIDA
by its Board of County Commissioners
By
Thomas S. Lowther, Chairman
BCC Approved:
August 23, 2005
EffectivAQ,ga e`- 2-cio ordinance was filed with the Department of State on 23
day of , 2005 and shall become effective on that date.
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