Ordinance 2003-02ORDINANCE NO. 03- 0 2
AN ORDINANCE AMENDING ORDINANCE NO. 99-
85, SECTION 126-2, CODE OF LAWS AND
ORDINANCES OF COLLIER COUNTY, FLORIDA,
PROVIDING FOR THE RETURN OR
DESTRUCTION OF TAXPAYER DOCUMENTS,
SWORN STATEMENTS BY TAXPAYERS AND
RANDOM AUDITS BY THE PROPERTY
APPRAISER; PROVIDING FOR IMPOSITION OF
PENALTIES AND LIENS; PROVIDING FOR
INCLUSION IN CODE OF LAWS AND
ORDINANCES; PROVIDING FOR CONFLICT AND
SEVERABILITY; AND PROVIDING FOR AN
EFFECTIVE DATE.
WHEREAS, in 1999 the Florida Legislature created Section 196.075, Florida
Statutes, providing that in accordance with Section 6(f), Art. IV of the State Constitution,
the Board of County Commissioners of any county or the governing authority of any
municipality may adopt an ordinance to allow an additional homestead exemption of up
to $25,000 for any person who has the legal or equitable title to real estate and maintains
thereon the permanent residence of the owner, who has attained age 65, and whose
household income does not exceed $20,000; and
WHEREAS, the Collier County Board of County Commissioners desires to
provide this benefit to the residents of Collier County who meet the qualifying criteria
and has adopted Ordinance 99-85 to allow this additional homestead exemption; and
WHEREAS, in 2002 the Florida Legislature amended Section 196.075 to provide
for the return and destruction of documents submitted by the taxpayer and the submittal
of a sworn statement by the taxpayer, to authorize random audits and release of tax
information from the Internal Revenue Service to the property appraiser, and to impose
penalties, interest and liens; and
WHEREAS, the Collier County Board of County Commissioners desires to
amend its ordinance so as to incorporate these new legislative changes.
NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA that:
SECTION ONE: AMENDMENT TO SECTION FIVE OF COLLIER COUNTY
ORDINANCE NO. 99-85, SECTION 126-2 OF THE CODE OF LAWS AND
ORDINANCES OF COLLIER COUNTY, FLORIDA.
1
Words underlined are added; words girt:ok tkrc. ug~ are deleted.
Section Five of Collier County Ordinance No. 99~85, Section 126-2 of the Code
of Laws and Ordinances of Collier County, Florida, is amended to read as follows:
SECTION FIVE: ELIGIBILITY AND APPLICATION
The exemption applies only to taxes levied by the Board of County
Commissioners of Collier County, Florida, including dependent special districts
and municipal service taxing units. Those persons entitled to the homestead
exemption in Section 196.031, Florida Statutes, may apply for and receive an
additional homestead exemption as provided herein.
The taxpayer claiming the exemption is required to annually submit to the
property appraiser, not later than March 1, a sworn statement of household
income on a form prescribed by the Department of Revenue. Copies of any
federal income tax returns' for the prior year, any wage and earnings statements
(W-2 forms), any request for an extension of time to file returns, and any other
documents required by the Department, for each member of the household, must
be submitted ~ for inspection by the property appraiser. The taxpayer's
sworn statement shall attest to the accuracy of the ~ documents and
grant permission to allow review of the documents if requested by the property
appraiser. Submission of supporting documentation is not required for renewal of
an exemption unless requested by the property appraiser. Upon inspection of the
documents by the property appraiser, .they shall be returned to the taxpayer or
destroyed. The property appraiser is authorized to generate random audits of
taxpayer's sworn statements to ensure the accuracy of the household income
reported. If selected for an audit, a taxpayer shall complete Internal Revenue
Service Form 8821 or 4506, authorizing the Internal Revenue Service to release
tax information to the property appraiser. All reviews in accordance with this
section shall be completed before June I suc-h-c-opi~. The property appraiser may
not grant or renew the exemption if wRSc,'..'t the required documentation requested
is not provided.
2
Words underlined are added; words struc?, t~rm:g~ are deleted.
SECTION TWO: AMENDMENT TO COLLIER:COUNTY ORDINANCE NO.
99-85, SECTION 126-2 OF THE CODE OF LAWS AND ORDINANCES OF
COLLIER COUNTY, FLORIDA, TO ADD SECTION SIX ENTITLED
"IMPOSITION OF PENALTIES AND LIENS."
Collier County Ordinance No. 99-85, Section 126-2 of the Code of Laws and
Ordinances of Collier County, Florida, is amended to read as follows:
SECTION SIX: IMPOSITION OF PENALTIES AND LIENS
If the property appraiser determines that for any year within the immediate
prior ten years a person who was not entitled to the additional homestead
exemption was granted such an exemption, the property appraiser will serve upon
the property owner a notice of intent to record in the public records of Collier
County a notice of tax lien against any property owned by that person in this
County. The property must be identified on the notice of tax lien. Any property
that is owned by the taxpa~/er and is located in the State of Florida is subject to the
taxes exempted by the improper grant of the homestead exemption.
In addition to the taxes, a penalty of 50 percent of the unpaid taxes for
each year and interest at a rate of 15 percent per annum will be assessed. If such
an exemption was improperly granted as a result of a clerical mistake or an
omission by the property appraiser, the person who improperly received the
exemption may not be subject to the assessment of the penalty or interest. Before
such a lien may be filed, the owner must be given a thirty (30) day period within
which to pay the taxes, penalties and interest. Such a lien is subject to the
procedures and provisions set forth in s. 196.161(3), Fla. Stat.
SECTION THREE: INCLUSION IN THE CODE OF LAWS AND ORDINANCE.
The provisions of this Ordinance shall become and be made a part of the Code of
Laws and Ordinances of Collier County, Florida. The sections of the Ordinance may be
renumbered or re-lettered to accomplish such, and the word "ordinance" may be changed
to "section," "article," or any other appropriate word.
SECTION FOUR: CONFLICT AND SEVERABILITY
In the event this Ordinance conflicts with any other Ordinance of Collier County
or other applicable law, the more restrictive shall apply. If any phrase or portion of the
3
Words underlined are added; words :truck t~reug~ are deleted.
Ordinance is held invalid or unconstitutional by any court of competent jurisdiction, such
portion shall be deemed a separate, distinct and independent provision and such holding
shall not affect the validity of the remaining portion.
SECTION FIVE: EFFECTIVE DATE
This Ordinance shall become effective upon filing with the Department of State.
PASSED AND DULY ADOPTED by the Board of County Commissioners of
Collier County, Florida, this Itd,/~ day of ::J"O. clOOCW ,2003.
I
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY,
BY: ~
,Chairman
Approved as to form and legal sufficiency:
Ellen T. Chadweli
Assistant County Attorney
This ordinance i~iled with thc
Secretory of State's Office the
J(-'/:~- day of _~ , ~'~*J
and acknowledgement of that
filing received this~"'~"~, day
Deputy Clerk
STATE OF FLORIDA)
COUNTY OF COLLIER)
I, DWIGHT E. BROCK, Clerk of Courts in and for the
Twentieth Judicial Circuit Collier County, Florida, do heret:ty
certify that the foregoing is a true copy of:
ORDINANCE NO 2003-02 ~-'~ ~'
~hioh was adopted by ghe Board o~ Coungy Commissioners on
the 14th day of January, 2003, during Regular Session.
WITNESS my hand and the official seal of the Board of
County Commissioners of Collier County, Florida, this 15th day
of January, 2003.
DWIGHT E. BROCK
Clerk of Courts and Clerk
Ex-officio to '~B~ard b~
County Commig'sio-r~rs .
By: Patr~c~a~ L.. Mor~n~ .
Deputy ~¢2. ~'~,'?