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Transmittal letters and receipts of delivery ,;REV MIANMBEACH City of Miami Beach, 1700 Convention Center Drive,Miami Beach, Florida 33139,www.miamibeachfl.gov Office of the City Clerk Rafael E. Granado Tel: 305-673-7411 Fax: 786-394-4127 Email: CityClerk @miamibeachfl.gov February 8, 2013 Ms. Veronica Rubert Miami-Dade County Office of the Property Appraiser 111 NW 1 st Street, Suite 710 Miami, FL 33128 RE: Additional Tax Exemption from the City of Miami Beach for Certain Qualified Seniors— Florida Constitutional Amendment 11 Dear Ms. Rubert: Enclosed please find a certified copy of City of Miami Beach's Ordinance 2013-3792, approving an additional Homestead Exemption for low-income senior citizens who are long-term residents of Miami Beach. This Ordinance was adopted by a super majority of the Miami Beach City Commission on February 6, 2013. If you need additional information, please do not hesitate to call. Respectfully, R"Gra sq. City Clerk REG/kf c. Matti Herrera Bower—Mayor, City of Miami Beach Michael G6ngora—Vice-Mayor, City of Miami Beach Pedro Garcia —Property Appraiser, Miami-Dade County Lazaro Solis— Deputy Property Appraiser, Miami-Dade County Kathie G. Brooks— Interim City Manager, City of Miami Beach Jose Smith —City Attorney, City of Miami Beach Debora Turner— First Assistant City Attorney, City of Miami Beach Victoria Kroger— Budget Officer, City of Miami Beach We are committed to providing excellent public service and safety to all who live, work and play in our vibrant, tropical,historic community. F:\CLER\$ALL\REG\COMMISSION MEETINGS\2013\02062013\Transmittal Ordinance 2013-3792 Homestead Exemption for Seniors.doc Granado, Rafael From: Granado, Rafael Sent: Friday, February 08, 2013 3:14 PM To: Ivrubert @miamidade.gov' Cc: Granado, Rafael; Brooks, Kathie; Smith,Jose;Turner, Debora; Kroger,Victoria Subject: Additional Tax Exemption from the City of Miami Beach for Certain Qualified Seniors— Florida Constitutional Amendment 11 Attachments: ORD #2013-3792.pdf Good afternoon Ms. Veronica Rubert, It was a pleasure speaking to you earlier today. Pursuant to your instructions, enclosed please find a certified copy of City of Miami Beach's Ordinance 2013-3792, approving an additional Homestead Exemption for low- income senior citizens who are long-term residents of Miami Beach. This Ordinance was adopted by a super majority of the Miami Beach City Commission on February 6, 2013. A hard copy will be delivered to your office on Monday, February 11, 2013. Please acknowledge receipt of this e-mail. If you need additional information, please do not hesitate to call. Respectfully, MIAMSEACH Rafael E. Granado, City Clerk CITY CLERK'S OFFICE 1700 Convention Center Drive, Miami Beach, FL 33139 Tel: 305-673-7411 www.miamibeachfl.gov We are committed to providing excellent public service and safety to all who live, work and play in our vibrant, tropical, historic community. I ORDINANCE NO. 2013-3792 AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AMENDING CHAPTER 102 OF THE MIAMI BEACH CITY CODE, ENTITLED "TAXATION," BY CREATING SECTION 102-2, TO BE ENTITLED "HOMESTEAD EXEMPTION FOR LOW-INCOME SENIOR CITIZENS WHO ARE LONG-TERM RESIDENTS"; PROVIDING FOR AN ADDITIONAL HOMESTEAD EXEMPTION FOR CERTAIN LOW-INCOME QUALIFYING SENIOR CITIZENS WHO ARE LONG-TERM RESIDENTS TO BE APPLIED TO MILLAGE RATES LEVIED BY THE CITY OF MIAMI BEACH; REQUIRING DELIVERY OF ORDINANCE TO THE MIAMI-DADE COUNTY PROPERTY APPRAISER; PROVIDING FOR REPEALER, SEVERABILITY, CODIFICATION, AN EFFECTIVE DATE, AND REQUIRING A.MAJORITY PLUS ONE VOTE OF THE MEMBERS OF THE CITY COMMISSION. WHEREAS, on September 20, 2011, Representative Jose Oliva (R-Hialeah) filed House Joint Resolution 169 for consideration during the 2012 Florida legislative session related to property tax relief for low-income senior citizens who are long-term residents; and WHEREAS, during the 2012 session, the Florida Legislature enacted House Joint Resolution 169 and placed the question on the statewide November 2012 ballot as Amendment No. 11, and also enacted House Bill 357 implementing Amendment No. 11 contingent on voters approving it, Chapter 2012-57, Laws of Florida; and WHEREAS, on November 8, 2012, voters approved Amendment No. 11 by the required 60 percent needed for passage; and WHEREAS, pursuant to Amendment No. 11 and House Bill 357, now codified as Article VII, Section 6(d)(2) of the Florida Constitution and Section 196.075, Florida Statutes, respectively, the board of county commissioners of any county and the governing body of municipalities may adopt an ordinance to allow an additional homestead exemption for the amount of the assessed value of the property for any person who has the legal or equitable title to real estate with a just value of less than $250,000 and has maintained thereon the permanent residence of the owner for at least 25 years, who has attained the age of 65, and whose household income does not exceed the income limitations set forth in state law, which is currently $27,030 and adjusted annually; and WHEREAS, Article VII, Section 6(d) provides that a municipality may implement this low-income senior homestead exemption for long-term residents in addition to or in place of the existing additional $50,000 senior citizen homestead exemption at the option of the municipality; and WHEREAS, Section 196.075, Florida Statutes, provides that this low-income senior exemption must be authorized by a majority plus one vote of the members of the governing body of the municipality granting such exemption; and WHEREAS, on May 5, 2007, the Mayor and City Commission pursuant to Ordinance No. 2007-3558 increased the homestead exemption for certain qualifying senior citizens from $25,000 to $50,000, as codified in Section 102-1 of the Code of the City of Miami Beach, Florida; and WHEREAS, in addition to the existing additional $50,000 senior citizen homestead exemption adopted pursuant to Ordinance 2007-3558, the Mayor and City Commission wish to implement the additional homestead exemption for low-income senior citizens who are long-term residents in accordance with the provisions of Article V11, Section 6(d)(2), of the Florida Constitution, and Section 196.075 of the Florida Statutes. NOW, THEREFORE, 13E IT ORDAINED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA by a majority plus one vote of the members of the City Commission as follows: SECTION 1. Section 102-2 of the Code of the City of Miami Beach, Florida, is hereby created to read as follows: CHAPTER 102 TAXAT I O N Article I. In General 2 Sec. 102-2. Homestead exemption for low-income senior citizens who are long-term residents. (a) In accordance with Article VII, Section 6(d)(2)of the Florida Constitution and Section 196.075 of the Florida Statutes, any person who meets the following criteria shall be entitled to make application for an additional homestead exemption for the amount of the assessed value of the property: M has the legal or equitable title to real estate located within the City of Miami Beach, Florida with a iust value of less than $250,000, (ii) has maintained thereon the permanent residence of the owner for at least 25 years, (iii) has attained the age of 65, and (iv) has a household income that does not exceed the income limitations set forth in state law, which is currently $27,030 and adjusted annually. (b) The exemption set forth in subsection (a) above shall be in addition to and shall not replace the additional $50,000 senior citizen homestead exemption adopted pursuant to Ordinance No. 2007-3558 and codified in Section 102-1 of the City Code. (c) Every person claiming the additional homestead exemption pursuant to subsection (a) above must file an application therefore with the Miami-Dade County Property Appraiser ("Property Appraiser") no later than March 1 of each year for which such exemption is claimed. Such application shall include a sworn statement of household income for all members of the household and shall be filed on a form prescribed by the Florida Department of Revenue. On or before June 1 of each such year, every applicant must file supporting documentation with the Property Appraiser, unless the filing of annual supporting documentation is waived by the Miami Dade County Board of County Commissioners. Such documentation shall include copies of all federal income tax returns, wage and earning statements, and such other documentation as required by the Miami Dade County Board of County Commissioners, including documentation necessary to verify the income received by all of the members of the household for the prior year. 3 (d) Failure to file the application and sworn statement by March 1 or failure to file the required supporting documentation by June 1 of any given year shall constitute a waiver of the additional exemption privilege for that year. (e) Notwithstanding subsections (c) and (d) above, if the Property Appraiser, pursuant to Section 196.011(9) Florida Statutes, requests that the Miami-Dade County Board of County Commissioners waive the requirement that an annual application and income statement be made for renewal of the exemption provided in Section 196.075, then after an initial application for exemption has been made and the exemption is granted pursuant to Section 196.075, subsection (c) and (d) shall not apply and the requirement that an annual renewal application or Income Statement be submitted to the Property Appraiser for exemption of property within the County shall be waived except in the circumstances set forth below. A timely annual application together with the required Income Statement for exemption shall be required whenever: (i) property exempted on the assessment roll of the immediate preceding tax year is sold or otherwise disposed of, (ii)the ownership changes in any manner, (iii) the applicant ceases to use the property as his or her homestead, or (iv) the status of the owner changes so as to change the exempt status of the property, as provided in Section 196.011(9)(a), Florida Statutes. (f) This additional exemption shall be available commencing with the 2013 tax roll and shall continue with all subsequent tax rolls. (g) Commencing January 1, 2013, and each January 1 thereafter, the annual income limitation applicable to this Ordinance shall be adiusted annually as provided in state law and shall be applicable as of January 1 of each year. (h) The City Clerk shall file a copy of this Ordinance in the appropriate books and records and shall transmit a copy to the Miami-Dade County Property Appraiser on or before March 1, 2013. SECTION 2. Repealer. All ordinances or parts of ordinances in conflict herewith be and the same are hereby repealed. 4 SECTION 3. Severability. If any section, sentence, clause or phrase of this ordinance is held to be invalid or unconstitutional by any court of competent jurisdiction, then said holding shall in no way affect the validity of the remaining portions of this ordinance. SECTION 4. Codification. It is the intention of the Mayor and City Commission of the City of Miami Beach, and it is hereby ordained that the provisions of this ordinance shall become and be made a part of the Code of the City of Miami Beach, Florida. The sections of this ordinance may be renumbered or re-lettered to accomplish such intention, and the word "ordinance" may be changed to "section," "article," or other appropriate word. SECTION 5. Effective Date. This Ordinance shall take effect the 16thday of February , 2013. PASSED and ADOPTED this 6th day of February , 2013. . ATTEST: , ,�`�;. --� c>1 �• i� _ `` •, �: `. `a MA ''I RRI kA BOWER _ MAYOR qT_ i �!' r i s ..f V RAFA�L E. GRANADO, CITY CLERK`,-%--- !`'4' �'\���i.�—ter.\"•��LY Underline denotes additions -- StFike-thrGugh denotes deletions APPROVED AS TO FOh !i (Sponsored by Mayor Matti Herrera Bower and & FOR EXECUTION Vice-Mayor Michael Gongora) L aornGy u a e FAA7T0ITURN\0RDINANC\Low Income Senior Homestead Exemption.rt-f STATE OF FLORIDA COUNTY OF MIAMI-DADE I, RAFAEL E.GRAN;A ,City Clerk of City of Miami Beach,Florida,do hereby certify that the abom and i is a true and amect copy of the original thereof on file in this ®face. WnSS my hand and the seal of said aty this -o day of A.®.,20 .5 RAFAEL E.GRANA•D City Clerk.of the City of Miami Reach,Florida COURIER WORK ORDER FROM:(Dep v.) BUDGET CODE' LEPH E: DATE TYPE OF DOCUME T: AUTHORIZED BY: DELIVER TO: Addressee's Nam Phone No. Addressee's Address 72 IL_ RECEIPT IS HEREBY ACKNOWLEDGED FOR MATERIAL RECEIVED FROM THE CITY OF MIAMI BEACH: l fiDate/Time Reciptent's Si ature Courier' i ature u ,! .,Vex Recipient's Name Printed Courier's Name Printed fDO NOT WRITE IN THIS AREA. FOR OFFICIAL USE ONLY TIME ORDER RECEIVED: SHIPPED VIA: ❑ INTERNAL ❑ EXTERNAL ORDER PHONED IN: CONFIRMATION NO. PICKED UP/DELIVERED: COST CENT.SERV.- White RECEIPT- Canary DEPT.COPY- Pink APRIL 1996 COURIER WORK ORDER FROM:(Dept.,Div. BUDGET CODE: TIzLEPH N DATE: e47 C f/ ` 7y' s/ TYPE OF DOCUMEN AUTHORIZED BY: DELIVER TO: Addressee's Na Phone No. � Addressee's Address \/6 t2 Ow f e=-.*- RECEIPT IS HEREBY ACKNOWLEDGED FOR MATERIAL RECEIVED FROM THE CITY OF MIAMI BEACH: Date/Time opi is ignatt�r Courier's Signa ure Recipient's Name Prlhted Courier's Name Printed DO NOT WRITE IN THIS AREA. FOR OFFICIAL USE ONLY TIME ORDER RECEIVED: SHIPPED VIA: ❑ INTERNAL ❑ EXTERNAL ORDER PHONED IN: CONFIRMATION NO. PICKED UP/DELIVERED: CENT.SERV.- White RECEIPT- Canary COST DEPT,COPY- Pink APRIL 1996 I COURIER WORK ORDER FROM:(Qe BUDGET CODE: TELEP NE: DATE TYPE OF DOCUM NT: AUTHORIZED BY: DELIVER TO: C T F 5 Addressee's N me Phone No. Addressee's Address 40Z.A2D Sal.Sj RECEIPT IS HEREBY ACKNOWLEDGED FOR MATERIAL RECEIVED FROM THE CITY OF MIAMI BEACH: lw / / Date/Ti e- Recipient's Signature Courier's sign yt e Recipient's Name Printed Courier's Name Printed DO NOT WRITE IN THIS AREA. FOR OFFICIAL USE ONLY TIME ORDER RECEIVED: SHIPPED VIA: o INTERNAL o EXTERNAL ORDER PHONED IN: CONFIRMATION NO. PICKED UP/DELIVERED: COST CENT.SERV.- White RECEIPT- Canary DEPT.COPY- Pink APRIL 1995 r Granado, Rafael From: Granado, Rafael Sent: Monday, February 11, 2013 2:01 PM To: Granado, Rafael; Brooks, Kathie; Smith, Jose;Turner, Debora; Kroger, Victoria Subject: RE:Additional Tax Exemption from the City of Miami Beach for Certain Qualified Seniors - Florida Constitutional Amendment 11 Good afternoon, Please find below email from the Property Appraiser's Office, acknowledging receipt of both the electronic and hard copies of Ordinance 2013-3792, the additional Homestead Exemption for low income senior citizens. Regards, MIAMMEACH Rafael E. Granado, Esq., City Clerk CITY CLERK'S OFFICE 1700 Convention Center Drive, Miami Beach, FL 33139 Tel: 305-673-7411 www.miamibeachfl.gov We are committed to providing excellent public service and safety to all who live, work and play in our vibrant, tropical, historic community. From: Rubert, Veronica (PA) jmailto:VRUBERT @miamidade._ovl Sent: Monday, February 11, 2013 1:34 PM To: Granado, Rafael Subject: RE: Additional Tax Exemption from the City of Miami Beach for Certain Qualified Seniors - Florida Constitutional Amendment 11 Good afternoon Rafael—we've also received the hard copy. Thanks From: Granado, Rafael jmai Ito:RafaelGranado @miamibeachfl.gov] Sent: Monday, February 11, 2013 9:12 AM To: Rubert, Veronica (PA) Cc: Granado, Rafael Subject: FW: Additional Tax Exemption from the City of Miami Beach for Certain Qualified Seniors— Florida Constitutional Amendment 11 Good morning Ms. Rubert, Last Friday the City of Miami Beach was experience e-mail problems. So I am not certain if you received the below. Please note that hard copies are being delivered to your office this morning. If possible, please acknowledge receipt of this e-mail. Rega rd, MIAMMEACH Rafael E. Granado, Esq., City Clerk CITY CLERK'S OFFICE 1700 Convention Center Drive, Miami Beach, FL 33139 Tel: 305-673-7411 www.miamibeachfi.gov We are committed to providing excellent public service and safety to all who live, work and play in our vibrant, tropical, historic community. From: Granado, Rafael Sent: Friday, February 08, 2013 3:14 PM To: 'vrubert@miamidade.gov' Cc: Granado, Rafael; Brooks, Kathie; Smith, Jose; Turner, Debora; Kroger, Victoria Subject: Additional Tax Exemption from the City of Miami Beach for Certain Qualified Seniors— Florida Constitutional Amendment 11 Good afternoon Ms. Veronica Rubert, It was a pleasure speaking to you earlier today. Pursuant to your instructions, enclosed please find a certified copy of City of Miami Beach's Ordinance 2013-3792, approving an additional Homestead Exemption for low- income senior citizens who are long-term residents of Miami Beach. This Ordinance was adopted by a super majority of the Miami Beach City Commission on February 6, 2013. A hard copy will be delivered to your office on Monday, February 11, 2013. Please acknowledge receipt of this e-mail. If you need additional information, please do not hesitate to call. Respectfully, MiAMIBEACH Rafael E. Granado, City Clerk CITY CLERK'S OFFICE 1700 Convention Center Drive, Miami Beach, FL 33139 Tel: 305-673-7411 www.miamibeachfl.gov We are committed to providing excellent public service and safety to all who live, work and play in our vibrant, tropical, historic community. 2