Garcia - Palm Beach County FLORIDA CROSS-COUNTY NOTICE OF APPEAL AND PETITION DR-486XC0
TRANSFER OF HOMESTEAD ASSESSMENT DIFFERENCE R 12/09
Rule 12D-16.002
4 Florida Administrative Code
DEPARTMENT
OF REVENUE For use by the Clerk of the Value Adjustment Board (VAB) -ti
;COMPLETED BY VAB CLERK IN THE COUNTY OF THE NEW HOMESTEAD
To: Clerk of the VAB, County of Collier From: Clerk of the VAB, County of Palm Beach
Contact Name VALUE ADJUSTMENT BOARD Contact Name ANN CLARK
Address COLLIER COUNTY CLERK OF THE Address
CIRCUIT COURT 301 N OLIVE AVE
BOARD MINUTES & RECORDS ROOM 203
3299 TAMIAMI TRAIL E., STE 401 WEST PALM BEACH, FL 33401
NAPLES, FL 34112-5746
Phone 239-252-7240 ext. Phone 561-355-3294 ext.
Email vabclerk @collierclerk.com Email aclark @mypalmbeachclerk.com
Fax 239-252-8408 Fax 561-355-1653
The attached petition appeals actions of the property appraiser in your county.
I certify that this petition t he Value Adjustment Board was filed with me on 07/13/15
Date
(A-Ak—A_ I I
Signature, clerk of the value adjustment board
INSTRUCTIONS
Clerk of the VAB, County of the New Homestead
Use this form if a petition is filed because:
1. A taxpayer does not agree with the amount of the assessment limitation difference for which the
taxpayer qualifies as stated by the property appraiser in the county of the previous homestead, or
2. The property appraiser in the county of the previous homestead
a. has said that the taxpayer does not qualify to transfer any assessment limitation difference, or
b. has not provided sufficient information to grant the assessment difference transfer.
When a taxpayer files a petition to the VAB in the county of the new homestead property, the clerk of the
VAB in that county will send this notice, Form DR-486XCO, to the clerk of the VAB in the county of the
previous homestead if the petition form DR-486PORT check box indicates there is an issue with the
homestead in the previous county. Attach the taxpayer's petition form.
Clerk of the VAB, County of the Previous Homestead
The attached petition appeals the actions of the property appraiser in your county. If your VAB has already
adjourned, it must reconvene. When the VAB makes a decision on the attached petition, promptly send a
copy of the decision to the petitioner and the clerk of the VAB in the county of the new homestead.
Received On: 7/13/2015 12:11:28 PM Petition Petition No: 2015-00277
ruin rultii
FLORIDA PETITION TO THE VALUE ADJUSTMENT BOARD DR-486PORT
TRANSFER OF HOMESTEAD ASSESSMENT DIFFERENCE R 12/C9
• >% REQUEST FOR HEARING Rule 12D-16.002
• RREalsf 7 A-NS# :' .235 P/1��DfA//A-L ^ dm' istrative Code
This petition does not authorize the consideration or adjustment of the just,assessed,or taxable value of the previous homestead.
You have the right to an informal conference with the property appraiser.This conference is not required and does not change
your filing due date.You can present facts that support your claim and the property appraiser can present facts that support
the correctness of the assessment.To request a conference,contact your county property appraiser.
'7:t?MPLETED BY CLEp4OF-THE VALUE ADJUSTMENT BOARD F
• / �I County' / lac / Tax Year n yaw Date received /3 -/5
.CalifileterttlY THE PETIVOI R
PART 1. Taxpayer Information
•
;Taxpayer(*Los ( s,j,1 plotiririe G c IPLifi [Agent
Mailing 67316 taer4GAL Clr<C!-E Email 1j iirW4•GRG 01 (t'1f1v 001
address 50Xrcrp,J gEgC{ fl 3s(437
•for notices `Phone a3g158- .783 Fax
The standard way to receive information is by US mail. If possible, I prefer to receive information by Email D Fax
O I will not attend the hearing but would like my evidence considered.You must submit duplicate copies of your evidence to
the value adjustment board clerk. Florida law allows the property appraiser to cross examine or object to your evidence.
The VAB special magistrate ruling will occur under the same statutory guidelines as if you were present.
PREVIOUS HOMESTEAD NEW HOMESTEAD
Parcel HD ' 3C,38o+}S00oO DO-t-4a-4S-a7-Oa-007-0040
Physical ' 014(4 S5111-'Sr 5t) ( 3((p e3EN6Pti- G�C�
address 1 ptficQ1.ES , Fi 341((0 60\itflbrJ 6d1Ckl, Fk 334.37 -3alp
County CDI-I-IEE coin PF}ur1 bEAcH CLItANYill
PART 2. Reason for Petition Check all that apply.
• I was denied the transfer of the assessment difference from my previous homestead to my new homestead.
C] I disagree with the assessment difference calculated by the property appraiser for
transfer to my new homestead. I believe the amount that should be transferred is: $
O I filed late with the property appraiser for the transfer of my homestead assessment difference.Late filed homestead
assessment difference petitions must include a copy of the application filed with the property appraiser and date
stamped by the property appraiser
u My previous homestead is in a different county. I am appealing action of the property appraiser in that county
i Enter the time you will need to present your case. Most hearings take 15 minutes.The VAB is not bound by the
minutes requested time For single joint petitions for multiple parcels,provide the time needed for the entire group
Ei There are specific dates I or my witnesses will not be available to attend. I have attached a list of the dates. t�
You have the right to exchange evidence with the property appraiser.To initiate the exchange,you must submit your evidence directly to the property
appraiser at least 15 days before the hearing and request the property appraisers evidence. At the hearing,you have the right to have witnesses sworn.°
PART 3. Certification
Under penalties of perjury.I declare that I am the owner of the property described in this petition or the authorized agent of
the owner for purposes of firing this petition and for purposes of becoming agent for service of process under s.194.011(3)(g),F.S..
and r - e real this pei n d the facts stated in it are true.
.tamer 4-7 — s GA'lD ,k c- +� 7/7//5
Print Name Dare
•
—,
Signature agent Prcfe;sional ricense number or FBN
A pebbon flied by an unlicensed agent must be signed by the taxpayer or include wrkten authorization from the taxpayer
El I am filing this petition after the petition deadline. I have attached a statement of the reasons I filed late and any
documents that support my statement.
Your petition will not be complete until you pay the filing fee.When the VAB has reviewed and accepted it,they will assign a
number,send you a confirmation,and give a copy to the property appraiser.
Received On: 7/13/2015 12:11:28 PM Petition urtn No:2015-00277
//DR-490PORT
NOTICE OF DENIAL OF TRANSFER OF R.12109
HOMESTEAD ASSESSMENT DIFFERENCE Rule 120-16,002
Raids Aemki.asw.Care
' To: From:Property Appraiser, County of PALM BEACH
GARCIA BRIAN R 8 Contact Name TATIANNA BABBLER
6318 BENGAL CIR
BOYNTON BEACH FL 33437-3210 Address 5TH FL,
301 NORTH OLIVE AVE.
WEST PALM BEACH FL 33401
PREVIOUS HOMESTEAD NEW HOMESTEAD
f Parcel 10 00-42-45-27-02-007-0040 (C15-7261)
Physical 6316 BENGAL CIR,BOYNTON BEACH FL 33437
address
County PALM BEACH -
Your application to transfer an assessment difference from your previous homestead to your new homestead was not
`II approved because:
[] 1.The information provided on your application was inaccurate or incomplete and could not be verified.
2.The property appraiser from the county of your previous homestead could not verify your homestead information.
3.The property appraiser in the county of your previous homestead did not provide sufficient information to grant
a transfer of an assessment difference to the new homestead.
-�; 4.The property identified as your previous homestead did not have homestead exemption in either of the two
preceding years
5.The homestead exemption is still being claimed on your previous homestead and is inconsistent with your
transfer of a homestead assessment difference.
• 6.You did not establish your new homestead within the required time,or otherwise do not qualify for homestead
exemption.
0 7.You did not meet other statutory requirements,specifically:
--- — —
N you disagree with this denial,the Florida taxpayer's Bill of Rights recognizes your right to an informal conference with `)
the local property appraiser.You may also fie an appeal with the county value adjustment board,according to section
1193.155(8)(h),Florida Statutes.Petitions involving denials of transfer of homestead assessment difference are due by
!the 25th day after the malirg of the Notice of Proposed Property Taxes.
TATIANNA BASSLER,CFE PALM BEACH 06/30/2015
—
!Signature,property appraiser or deputy County J Date
Property Appraiser Contact Information
Print name TATIANNA BABBLER E-mail TBASSLER®pbcgov.org
1 Mailing 5TH FL Phone (581)355-4035 ext.
Address 301 NORTH OLIVE AVE ——
WEST PALM BEACH FL 33401 ( Fax (561)355-1794
Value Adjustment Board Contact Information
E-mail/Web MYPALMBEACHCLERK.COMIVABASPX Phone (581)355-6289 ext. Fax
Received On: 7/13/2015 12:11:28 PM Petition Petition No: 2015-00277
il til5. —
Dear Ms.Sassier,
My name is Brian R.Garcia of 6316 Bengal Circle.Boynton Beach,FL 33437-3210 and I wish to acknowledge receipt of
Notice of Denial of Transfer of Homestead Assessment Difference from your office
Please be advised that last year,my sister,Stacey J.Garcia and I(both still single)made our first co-purchase of a home at
the above mentioned address and opted to add our parents names to the Deed of the property at closing.We tiled for a first
time Homestead Exemption and are a bit uncertain of the process so am hoping you can advise us accordingly.
Prior to buying a home,we shared a two year leased apartment at:
The Cove At Boynton Beach
1316 Asbury Way,
Boynton Beach,FL 33426
Our parents.Carlos J.Garcia and Joanne C.Garcia.had also owned their own home for the past 21 years in Collier County.
FL at 2414-55th St SW,Naples.FL 34116.where they had Homestead Exemption eligibility and filed with their 2014 tax return.
Owing to our parents health corgis,they sold their home in Naples last September 2014 and are now living with us at 6316
Bengal Circle.Boynton Beach,FL 33437
As trst time filers,we are uncertain of what is meant by transfer of Assessment Difference,can you please explain and advise
•el-at is required of us at this point in time.
Notice states reason for denial was
No 4 The property Identifies as your previous homestead did not have homestead exemption in either of the two preceding
years.
Clearly this is so since we were renting for the past two years
Can you please advise us if this was pertinent to our 2014 filing for exemption since we are aware of our ineligibility owing to
the tact that we were not living in the property for at least a full year yet
Will I now be eligible to file in 2016 for this year 2015?
Also,am I now supposed to fie for this annually/
I called your contact number on Thursday.July 2 and left a voice mail.This email details the reason'or my call
Hope to hear back from you soon
With thanks.
Brian R Garcia
Stacey J Garcia
6316 Bengal Circle
Boynton Beach.FL 33437
email.brgarcia9®gmall.com
star tace.garciaCgmail corn
bean cell 239-398-4530
Stacey cell:239-272-6561