Q: Questionnaire from the property tax appraisers office after condo purchase (Charlotte County). Is its return mandatory?
Received a questionnaire from the property tax appraisers office after condo purchase (main residence) regarding asking/purchase price, type of transaction, etc. Am I legally obligated to answer and return it? I'm concerned that it will affect my property tax rate. I don't mind paying my fair share, but I'm kind of stretched to the limit as is (retired on SS) and any bump in expenses would be detrimental at this point. And if I don't return it, would this have any effect when I homestead the property next year?
A:
The deed for your purchase is recorded on the public records and the property appraiser can get the information from those records and it will most likely reflect an increase in taxable value.
This is chance to use this to your advantage. Take the form with you with a copy of the deed and closing statement and other information like utility bill to show that you do reside there, and you can pre apply for your homestead exemption for next year. I would also take a copy of your income tax return for tax year 2018 if you filed one since you may be eligible for additional exemptions, in addition to homestead depending on your income. Some areas also have other exemptions for persons over 65, so go down to the property appraiser and find out what you are eligible for and apply for all the exemptions you are entitled to! Good luck.
A: Absolutely not mandatory. It helps the PA's office understand more about the transaction (to determine if it was qualified sale), and it also helps them understand the condition of the property for valuation purposes. Unfortunately, it could also work against you if you plan on contesting your value sometime in the near future. I personally recommend against filling it out.
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