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HomeMy WebLinkAboutTransfer of Homestead DR-486PORT Provisional 08/2025 DR-486PORT PETITION TO THE VALUE ADJUSTMENT BOARD R. 08/25 Rule 12D-16.002 TRANSFER OF HOMESTEAD ASSESSMENT DIFFERENCE F.A.C. REQUEST FOR HEARING Provisional kick This petition does not authorize the consideration or adjustment of FLORIDA 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. Petition # County Tax year 20_ Date received NW II I; ICY NW � PART 1. Taxpayer Information Taxpayer name Representative Mailing Email address for notices Phone The standard way to receive information is by US mail. If possible, I prefer to receive information by ❑ email ❑ fax. ❑ 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. ❑ I will not attend the hearing but would like my evidence considered. In this instance only, 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 or special magistrate ruling will occur under the same statutory guidelines as if you were present. PREVIOUS HOMESTEAD NEW HOMESTEAD Parcel ID Physical address County 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. ❑ 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: $ ❑ 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,and date-stamped by,the property appraiser. ❑ My previous homestead is in a different county. I am appealing action of the property appraiser in that county. ❑ Enter the time (in minutes)you will need to present your case. Most hearings take 15 minutes. The VAB is not bound by the requested time. ❑ There are specific dates my witnesses or I will not be available to attend. I have attached a list of dates. IMPORTANT NOTE: NEW PROCEDURES FOR EVIDENCE EXCHANGE are effective September 1, 2025. See part 2 below, Petition Information and Hearing. At the hearing, you have the right to have witnesses sworn. You have the right to receive from the property appraiser a copy of your property record card containing information relevant to the computation of your current assessment, with confidential information redacted. When the property appraiser receives the petition, he or she will either send the property record card to you or notify you how to obtain it online. 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. Unless the person filing the petition is completing part 4, the taxpayer must sign the petition in part 3. Alternatively, the taxpayer's written authorization or power of attorney must accompany the petition at the time of filing with the signature of the person filing the petition in part 5 (s. 194.011(3), F.S.). Please complete one of the signatures below. DR-486PORT R. 08/25 Page 2 Provisional PART 3. Taxpayer Signature Complete part 3 if you are representing yourself or if you are authorizing a representative listed in part 5 to represent you without attaching a completed power of attorney or authorization for representation to this form. Written authorization from the taxpayer is required for access to confidential information from the property appraiser or tax collector. ❑ I authorize the person I appoint in part 5 to have access to any confidential information related to this petition. Under penalties of perjury, I declare that I am the owner of the property described in this petition and that I have read this petition and the facts stated in it are true. Signature, taxpayer Print name Date PART 4. Employee, Attorney, or Licensed Professional Signature Complete part 4 if you are the taxpayer's or an affiliated entity's employee or you are one of the following licensed representatives. I am (check any box that applies): ❑ An employee of (taxpayer or an affiliated entity). ❑ A Florida Bar licensed attorney (Florida Bar number ). ❑ A Florida real estate appraiser licensed under chapter 475, Florida Statutes (license number ). ❑ A Florida real estate broker licensed under chapter 475, Florida Statutes (license number ). ❑ A Florida certified public accountant licensed under chapter 473, Florida Statutes (license number ). I understand that written authorization from the taxpayer is required for access to confidential information from the property appraiser or tax collector. Under penalties of perjury, I certify that I have authorization to file this petition on the taxpayer's behalf, and I declare that I am the owner's authorized representative for purposes of filing this petition and of becoming an agent for service of process under s. 194.011(3)(h), Florida Statutes, and that I have read this petition and the facts stated in it are true. Signature, representative Print name Date PART 5. Unlicensed Representative Signature Complete part 5 if you are an authorized representative not listed in part 4 above. ❑ I am a compensated representative not acting as one of the licensed representatives or employees listed in part 4 above AND (check one) ❑ Attached is a power of attorney that conforms to the requirements of Part 11 of Chapter 709, F.S., executed with the taxpayer's authorized signature OR ❑ the taxpayer's authorized signature is in part 3 of this form. ❑ I am an uncompensated representative filing this petition AND (check one) ❑ the taxpayer's authorization is attached OR❑ the taxpayer's authorized signature is in part 3 of this form. I understand that written authorization from the taxpayer is required for access to confidential information from the property appraiser or tax collector. Under penalties of perjury, I declare that I am the owner's authorized representative for purposes of filing this petition and of becoming an agent for service of process under s. 194.011(3)(h), Florida Statutes, and that I have read this petition and the facts stated in it are true. Signature, representative Print name Date INFORMATION FOR THE TAXPAYER DR-486PORT R. 08/25 Keep this information for your files. Do not return this page to the VAB clerk. Page 3 Provisional Informal Conference with Property Appraiser as day 1. The last day of the fifteen (15) day period is You have the right to an informal conference with the included unless it is a Saturday, Sunday, or legalholiday, in which event the period runs until the end of property appraiser. This conference is not required the next previous day that is neither a Saturday, and does not change your filing due date. You can Sunday, or legal holiday. present facts that support your claim and the property appraiser can present facts that support the ADDITIONAL INFORMATION assessment. To request a conference, contact your county property appraiser. Required Partial Payment of Taxes (Section 194.014, F.S.) PART 1. Taxpayer Information You are required to make a partial payment of taxes if If you will not attend the hearing but would like your you have a VAB petition pending on or after the evidence considered, you must submit two copies of payment delinquency date (normally April 1, following your evidence to the VAB clerk before the hearing. the assessment year under review). If the required The property appraiser may respond or object to your partial payment is not made before the delinquency evidence. The ruling will occur under the same date, the VAB will deny your petition. The last day to statutory guidelines as if you were present. make a partial payment before the delinquency date is The information in this section will be used by the VAB generally March 31. Review your tax bill or contact your clerk to contact you regarding this petition. tax collector to determine your delinquency date. You should be aware that even if a special magistrate's PART 2. Petition Information and Hearing recommended decision has been issued, a partial Provide the time you think you will need on page 1. The payment is still required before the delinquency date.A VAB is not bound by the requested time.At the hearing, special magistrate's recommended decision is not a you have the right to have witnesses sworn. final decision of the VAB. A partial payment is not required only if the VAB makes a final decision on your For hearings AFTER September 1, 2025 follow petition before April 1. The payment amount depends these procedures- on the type of petition filed on the property. The partial Exchange of Evidence REQUIREMENTS payment requirements are summarized below. EFFECTIVE September 1, 2025 Value Appeals: Legislation effective September 1, 2025 makes it mandatory for the property appraiser to provide the For petitions on the value of property and property appraiser's evidence to the petitioner at least portability, the payment must include: 15 days before the hearing. Florida Statutes now *All of the non-ad valorem assessments, and require both the petitioner and the property appraiser * A partial payment of at least 75 percent of to provide their evidence to each other, without any the ad valorem taxes, preconditions. * Less applicable discounts under s. 197.162, Petitioners MUST submit,to the property appraiser,the F.S. petitioner's list of evidence to be presented at the hearing, a summary of evidence to be presented by Other Assessment Appeals: witnesses, and copies of all documentation to be For petitions on the denial of a classification or presented at the hearing. This includes documents to exemption, or based on an argument that the be used as evidence that the property appraiser property was not substantially complete on specifically requested in writing from the petitioner. January 1, the payment must include: Due to the new statutory provisions effective September 1, 2025, any inconsistent provisions in • All of the non-ad valorem assessments, and Rules 12D-9.020 and 12D-9.025, Florida • The amount of the ad valorem taxes the Administrative Code, will NOT be effective on taxpayer admits in good faith to owe, September 1, 2025, and thereafter. • Less applicable discounts under s. 197.162, To calculate the fifteen (15) days, use calendar days F.S. and do not include the day of the hearing in the calculation, and count backwards from the day of the hearing, using the calendar day before the hearing