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o approve the first reading proposed Ordinance No. 1033.
B. 1. c) City Attorney to read proposed Ordinance No. 1033 by title only.
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LL T MEMORANDUM-
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• 91
To: Mayor Kirk, and Council-members
Cc: Brian Whitehall, City Administrator
From: India Riedel, Finance Dept.
RE: Gross Taxable Values for Budget Year 2009
Date: November 3rd, 2008
Property Values provided during Budget Hearing and Final Public
Hearing, $336,770,710. Amended Certified Final Taxable Value (Value
Adjustment Board, VAB, still in session) was presented in October with
a taxable value of $338,824,415. Using the 97% rule for budgetary
purposes this would generate $13,433 additional Ad Valorum Tax for the
FY 2009.
Council Final Budget Hearing, 9/30/08: $336,770,710
Amended Cert. Final Taxable Value, 10/23/08: $338,824,415
Difference ($2,053,705) @ 97%: $ 1,992,093
Revenue change @ Millage rate of 6.7432: $ 139433
Since the October 23rd certification from the Okeechobee County
Property Appraiser the Value Adjustment Board has met (10/28 & 10/29)
there were no revisions to the Cities gross taxable values. The VAB
board will meet again (tentatively scheduled for the month of January)
and there are no additional petitions for properties within the city limits.
r V J R. 09108
CERTIFICATION OF FINAL TAXABLE VALU We 12DER08-27
Florida Administrative Code
_ Section 200.065(1). (6), F.S. Effective 09108
+ DEPARTMENT
OF REVENUE
Year County:
2008 OKEECHOBEE
Principal Authority Taxing Authority:
C' of Okeechobee C' of Okeechobee
Check TYPE of principal authority (check one) ❑ County ❑ Independent Special District ❑ School District
20 Municioality ❑ Water Management District
Check applicable taxing authority (check one) 'M Principal Authority ❑ Dependent Special District
❑ MSTU ❑ Water Management District Basin
SECTION I: COMPLETED BY PROPERTY APPRAISER
$ 336,770,710 (1)
1 Current year gross taxable value (From Line 4, Form DR-420)
$ 338,824,415 (2)
2. Final current year gross taxable value (From Form DR-403 Series)
Percentage of change in taxable value (Une 2 0.609822927 % (3)
3" divided by Line 1, minus 1, multiplied by 100)
The taxing authority must complete this form and return it to the property Appraiser by -earn/ 20
Property Appraiser Certification
~ 1 certify the taxable values shown above are correct to the best of my knowledge.
W Date
= Signature of Property Appraiser
z
a~
October 20,2008
SECTION II: COMPLETED BY TAXING AUTHORITY
MILLAGE RATE ADOPTED BY RESOLUTION OR ORDINANCE AT FINAL BUDGET HEARING PRUSUANT TO S. 200.065(2)(D), F.S
ff this portion of the form is not completed in full your authority will be denied TRIM certification and possibly lose its millage levy privilege for the tax year. If any line is
inapplicable, enter N/A or -0-.
Voted Millage
oNon_Vote Voted debt se rvice millage $ n/a per $1.000 (4a)
Other voted millage pn excess of the millage cap and not more than two years) $ per $1,000 (4b)
n a
d Operating Millage Rate (from resolution or ordinance)
5a. County or municipal principal taxing authority $ 6 . 7432 per $1.000 (5a)
5b_ Dependent Special district Name $ n/a per $1,000 (5b)
5c. Municipal service taxing unit (MSTU) Name $ n/a per $1.000 (5c)
5d. Independent special district $ n/a per $1000 (5m
Required local effort $ n/a per $1,000 (5e)
5e. School District
Discretionary $ n/a per $1,000
Capital outlay $ n/a per $1.000
Additional $ n /a per $1,000
5f. Water management district District levy $ per $1,000 (50
Basin I' n/a per $1,000
CONTINUED ON PAGE 2
• • D 09108
~ R. 09/OS
Page 2
COMPLETE LINES 6 THROUGH 9 ONLY IF THE MILLAGE IS TO BE ADMINISTRATIVELY ADJUSTED.
COUNTIES, MUNICIPALITIES, SCHOOLS and WATER MANAGEMENT DISTRICTS, MAY adjust the non-voted
milla a rate ONLY if the percentage shown on Line 3 is reated than plus or minus 1% under s. 200.065 6 , F.S.
6 Unadjusted gross ad valorem proceeds $ (6)
Line 1 multiplied b Line 5a, 5e, or 5f as applicable, divided b 1,000
Adjusted Millage rate (Only if Line 3 is greater than plus or minus 1%) $ (7)
7' (Line 6 divided by Line 2, multiplied by 1,000
MSTUs, dependent special districts, and independent special districts may adjust the non-voted millage rate ONLY if the
percentage shown on Line 3 is greater than plus or minus 3% under s. 200.065(6), F.S.
Unadjusted gross ad valorem proceeds $ (8)
8' (Line 1 multiplied by Line 5b, 5c, or 5d as applicable, divided by 1,000)
Adjusted Millage rate (Only if Line 3 is greater than plus or minus 3%) $ (9)
9' (Line 8 divided by Line 2, multiplied by 1,000
Taxing Authority Certification
I certify the millages and rates are correct to the best of my knowledge. The millages comply with the provisions of Section 200.185 and 200.071 or
200.081, F.S.
SAdministrativ Officer Date
10/21/2008
W
W Title Physical Address
z
C7 Brian Whitehall, City Administrator 55 SE 3rd Avenue, Okeechobee, FL 34974
Mailing Address Name of Contact Person
55 SE 3rd Avenue India Riedel
City, State, Zip Phone # Fax #
Okeechobee, FL 34974 863-763-3372 863-763-1686
CERTIFICATION OF FINAL TAXABLE VALUE INSTRUCTIONS
5. Send one copy to the Department of Revenue at the
SECTION I: Property Apprasier's Instructions address below. Send it with your DR-487, Certification
1. Initiate a separate DR-422 form for each Form of Compliance, or separately if you have already sent the
DR-420 and DR-420S submitted DR-487
2. Complete Section 1 and Sign Florida Department of Revenue
Property Tax Oversight - TRIM
3. Send the original to the taxing authority and keep a copy. Post Office Box 3000
Tallahassee, Florida 32315-3000
SECTION II: Taxing Authority's Instructions All taxing Authorities must complete Line 4 and Line 5,
millages adopted by resolution/ordinance at Final Budget
1. Complete Section II and sign. Hearing.
2. Return the orginal and one copy to the property Counties, Municipalities, Schools, and Water Management
appraiser Districts may complete Line 6 and Line 7 only when Line 3 is
greater than plus or minus 1%. (s. 200.065(6), F.S.)
3. Keep a copy for your records
4. Send a copy to the tax collector Multi-County and Water Management Districts must
complete a separate Form DR-422 for each county.
ALL FORMS FOR TAXING AUTHORITIES ARE AVAILABLE ON OUR WEBSITE AT
http://dor.mvflorida.com/dor/propertv-/maxmillage.htmi
Ag~a-
MEMORANDUM
Q
To: Mayor Kirk, and Council-members
Cc: Brian Whitehall, City Administrator
From: India Riedel, Finance Dept.
RE: Additional Homestead Exemption for persons 65+
Date: November 3rd, 2008
Florida Statute 196.075 within the Taxation and Finance chapter allows
municipalities to adopt an additional homestead exemption for persons
65 and older who qualify for the F.S. 196.031 (existing homestead
exemptions). The additional qualifier is the income of the household
must not exceed $25,000.
The taxable value of properties within the above criteria is $1,775,291.
Upon implementation of an additional $25,000 to those who qualify,
there would be a tax savings in the future to those city residents totaling
$11,971, based on the current millage of 6.7432.
Number of households positively effected- = 83
Savings for a household at its fullest impact = $169.00
With the added revenue generated by the increase in the provided Gross
Taxable Property Values for Budget Year 2009 ($13,433) this would
enable the council to provide the same services as budgeted for the year,
at a lesser cost to its' senior citizens in the future.