O-82-1008 - 12/23/1982TEXAS
ORDINANCE NO. /Oaf
AN ORDINANCE AMENDING CHAPTER 11, SECTION 4,
SUBSECTION S, CODE OF ORDINANCES, CONCERNING
PARTIAL TAX EXEMPTION FOR HISTORICALLY SIGNIFICANT
SITES.
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF ROUND ROCK,
I.
That Chapter 11, Section 4, Subsection S, Code of
Ordinances, City of Round Rock, Texas, is hereby amended to
read as follows:
S. PARTIAL TAX EXEMPTION FOR HISTORICALLY SIGNIFICANT SITES
(1) Definition. As used in this Section S., "Historic
Site" means a historically significant site in need of tax
relief to encourage its preservation. Such phrase does not
necessarily mean a Historic District or Historic Landmark as
used elsewhere in this Chapter.
(2) Granting of Exemptions. The City Council shall by
ordinance, concurrent with the levy of taxes for each year,
approve for partial exemption from ad valorem taxes certain
historically significant sites in need of tax relief to
encourage their preservation.
(3) Partial Exemptions. Historic Sites approved for
exemption by ordinance pursuant to the provisions of this
Section shall have an exemption of seventy -five percent (75 %)
of the assessed value of the structure and the land. These
exemptions may be applied to both residential and commercial
property.
(4) Application. For each assessment year for which the
owner of property designated a Historic Site desires such
property to be partially tax exempt pursuant to provisions of
this Section, the owner shall file with the Historic Preserva-
tion Commission a sworn application, not later than April 1,
setting forth the fact that the requirements of Paragraph 5
of this subsection concerning the preservation and main-
tenance of the subject structure were being fully satisfied
as of January 1 of the year for which application for
exemption is being sought. Application forms are to be
available at the office of the City Tax Assessor - Collector.
The application shall affirmatively set forth the owner's
authorization for members of the Historic Preservation Commis-
sion to visit and inspect the historic property as well as
examine the books and records as necessary to certify whether
or not the property was being preserved and maintained as
required by Paragraph 5 of this subsection and to determine
what new construction or modifications have been completed.
(5) Certification. Upon receipt of the sworn applica-
tion, the Historic Preservation Commission shall cause an
inspection of the historic property to be made and review the
books and records as to whether or not the historic property
is being preserved and maintained in accordance with this
Paragraph (5) as of January 1 of that year and shall certify
the facts to the City Tax Assessor - Collector not later than
April 30, along with the Commission's recommendation for
approval or disapproval of the application for exemption. The
Historic Preservation Commission shall note on the applica-
tion form any new construction or modification which has been
accomplished in accordance with the restrictions placed on
the structure by this Chapter 11, Section 4.
The following items shall be used in determining whether
a Historic Site has been maintained in accordance with
minimum property, structural and health standards:
(a) Any well, cesspool or cistern shall be securely
covered or closed;
(b) Dead trees and tree limbs that are reasonably
capable of causing injury to a person shall be
removed;
(c) Any structure or portion of a structure which
is vacant shall be securely closed so as to
prevent unauthorized entry;
(d) Paint or other coatings shall be applied at
reasonable intervals so as to protect the
exterior surfaces of a structure which are
subject to decay;
(e) The exterior grounds shall be maintained free
of excessive rubbish, garbage, junk or refuse;
(f) Screens and shutters existing at the time of
historic designation or added subsequent
thereto shall be maintained in good repair;
(g) Broken windows shall be replaced or reglazed;
(h) Exterior doors and doorways shall be maintained
in good repair and operable condition;
(i) Skirting around the structure, if any, shall be
maintained in good repair;
(j) Porch flooring and supports shall be maintained
in a sound condition, capable of bearing an
imposed load safely;
(k) Railings and handrails of exterior stairs,
steps, balconies, porches and other exterior
features shall be maintained in a sound condi-
tion so as to afford safety;
(1) Rotted exterior wood shall be replaced and
repainted;
(m) Broken or partially missing gutters or down-
spouts shall be replaced or repaired;
(n) Loose bricks or stones in the exterior of a
structure shall be re- established or replaced
and all joints weatherproofed by proper main-
tenance of painting; and
(o) Fences and the exteriors of accessory buildings
shall be maintained in reasonable repair,
including painting if applicable.
- 2 -
(6) Tax Assessment of Historic Sites and Determination
of the Land Reasonably Necessary for Access and Use Thereof.
The City Tax Assessor - Collector shall determine that portion
of land which is reasonably necessary for access to and use
of those historic structures for which applications for
approval of exemptions are pending, and shall assess for
taxation all such excess land in the same equal and uniform
manner as all other taxable properties in the City. The
determination of the City Tax Assessor - Collector shall be
final with respect to the amount of land reasonably necessary
for access to and use of the historic structure for which tax
exemption is sought.
The City Tax Assessor - Collector shall, not later than
June 1 of each year or as soon thereafter as is practicable
and prior to the levy of taxes for the current year, forward
the application for tax exemption to the City Council after
having indicated thereon the assessed values of the historic
structure and land necessary for access to and use thereof
and the assessed value of the land determined to be in excess
of that necessary for access to and use thereof.
(7) Rendition and Assessment of Historic Sites for Ad
Valorem Taxation. The provisions of this subsection per-
taining to partial exemption of historic properties do not
change the provisions of any other article of the City Code
pertaining to taxation, and the applicant's properties shall
be rendered and assessed in the same manner as any other
property in the event the City Council elects to disapprove
the application for exemption.
(8) Additional Tax. Each year during which the historic
site is granted a tax exemption pursuant to provisions of
this article, the Tax Assessor - Collector shall note on his
records the assessments which would have been made had the
property not qualified for tax exempt status under this
article. In the event the City Council shall determine that
it is no longer a Historic Site due to failure to comply with
this subsection, the property shall be subject to an addi-
tional tax. The additional tax shall be equal to the
difference between the taxes paid or payable, under the
provisions of this article, and the amount of tax which would
have been payable for the preceding three (3) years had the
land not been approved for tax exemption under this subsec-
tion or for a lesser number of years, if any, during which
such land has been exempt. The additional taxes provided by
this section shall be due and payable at once and if not paid
within ninety (90) days thereafter, shall be deemed delin-
quent and shall be subject to the same penalty and interest
as other taxes for each such year.
II.
A. If any provision, section, sentence, clause or phrase
of this ordinance, or the application of same to any person
or set of circumstances is for any reason held to be unconsti-
tutional, void or invalid or for any reason unenforceable,
the validity of the remaining portion of this ordinance or
its application to the validity of the remaining portion of
this ordinance or its application to other persons or sets of
circumstances shall not be affected thereby, it being the
intent of the City Council of the City of Round Rock in
adopting this ordinance, that no portion hereof or provision
or regulation contained herein shall become inoperative or
fail by reason of any unconstitutionality or invalidity of
any portion hereof and all provisions of this ordinance are
declared to be severable for that purpose.
- 3 -
(Mark through the following alternative that is not appli-
cable)
Alternative 1.
By motion duly made, seconded and passed with an affirma-
tive vote of all the Council members present, the requirement
for reading this ordinance on two separate days was dispensed
with.
READ, PASSED, and ADOPTED on first reading this
day of , 19
Alternative 2.
READ and APPROVED on first reading this the
7 - day
of _ to / , 19/ .
READ, APPROVED and ADOPTED .n second reading this
the 02..3 day of jata2216l, 19/
ATTEST:
J
LAND, C ty Secretary
AO
1
LAR"M.L. To r
City of Round Rock, Texas
- 4 -
CURRENT
NONE
1) Granting of Exemptions. The City Council shall by
ordinance, concurrent with the levy of taxes for
each year, approve for partial exemption from ad
valorem taxes certain Historic Landmark proper-
ties which have been recommended for exemption
pursuant to provisions of this article.
2) Partial Exemptions. Properties designated Historic
Landmark which are approved for exemption by or-
dinance pursuant to the provisions of this article
shall have an exemption of seventy -five percent
(75 %) of the assessed value of the structure and
seventy -five percent (75 %) of the assessed value
of the land. These exemptions may be applied to
both residential and commercial property.
3) Application. For each assessment year for which
the owner of the property designated Historic
Landmark desires such property to be partially
tax exempt pursuant to provisions of this article,
the owner shall file with the Historic Preservation
Commission a sworn application, not later than
..April 1, setting forth the fact that the require-
ments of Section 4 of Chapter 11 of the Code of
Ordinances of the City of Round Rock stating that
:.the preservation and maintenance of the subject
structure was being fully satisfied as of Jan-
uary 1 of the year for which application for
exemption is being sought. Application forms
are to be available at the office of the City
Tax Assessor - Collector. The application shall
affirmatively set forth the owner's authoriza-
tion for members of the Historic Preservation
ANALYSIS OF AMENDMENTS TO THE TAX EXEMPTIONS
FOR HISTORICALLY SIGNIFICANT SITES ORDINANCE
Planning & Community Development
December 7, 1982
AMENDMENTS
Add (1) Definition
1) Definition. As used in this Section S., " Historic Site means a
historically significant site in need of tax relief to encourage
its preservation. Such phrase does not necessarily mean a His-
toric District or Historic Landmark as used elsewhere in this
Chapter.
2) Granting of Exemptions. The City Council shall by ordinance, con-
current with the levy of taxes for each year, approve for partial
exemption from ad valorem taxes certain historically significant
sites in need of tax relief to encourage their preservation.
3) Partial Exemptions. Historic Sites approved for exemption by
ordinance pursuant to the provisions of this Section shall have
an exemption of seventy -five percent (75 %) of the assessed value
of the structure and the land. These exemptions may be applied
to both residential and commercial property.
4) Application. For each assessment year for which the owner of
property to be partially tax exempt pursuant to provisions of
this Section, the owner shall file with the Historic Preservation
Commission a sworn application, not later than April 1, setting
forth the fact that the requirements of Paragraph 5 of this sub-
section concerning the preservation and maintenance of the sub-
ject structure were being fully satisfied as of January 1 of the
year for which application for exemption is being sought. Appli-
cation forms are to be available at the office of the City Tax
Assessor - Collector. The application shall affirmatively set
forth the owner's authorization for members of the Historic Pres-
ervation Commission to visit and inspect the historic property as
well as examine the books and records as necessary to certify
whether the property was being preserved and maintained as re-
quired by Paragraph 5 of this subsection and to determine what
new construction or modifications have been completed.
IMPACT
Clarification for
administration of
Ordinance.
Changes in S. (2 -4)
for local ordinance
to comply with the
text of the State
Legislation.
CURRENT
Commission to visit and inspect the historic property
as well as examine the books and records as necessary
to certify whether or not the property was being pre-
served and maintained as required by the Historic Land-
mark Ordinance and to determine what new construction
or modifications have been completed.
4) Certification. Upon receipt of the sworn application,
the Historic Preservation Commission shall cause an
. inspection of the historic property to be made and
review the books and records as to whether or not the
Historic Landmark is being preserved and maintained in
accordance with Section 4 Chapter 11 of the City Code
as of January 1 of that year and shall certify the
facts to the City Tax Assessor - Collector not later
than April 30, along with the Commission's recommen-
dation for approval or disapproval of the application
for exemption. The Historic Preservation Commission
shall note on the application form any new construc-
tion or modification which has been accomplished in
accordance with the restrictions placed on the struc-
ture by the Historic Landmark Ordinance.
The following items shall be used in determining
whether an Historic Landmark has been maintained in
accordnace with the minimum property, structural, and
health standards:
(a) Any well, cesspool or cistern shall be secure-
ly covered or closed;
(b) Dead trees and tree limbs that are reasonably
capable of causing injury to a person shall be
removed;
.(c) Any structure or portion of a structure which
is vacant shall be securely closed so as to
prevent unauthorized entry;
(d) Paint or other coatings shall be applied at
reasonable intervals so as to protect the
exterior surfaces of a structure which are
subject to decay;
AMENDMENTS IMPACT
5) Certification. Upon receipt of the sworn application, the Historic Changed to concur
Preservation Commission shall cause an inspection of the historic with other changes.
property to be made and review the books and records as to whether
or not the historic property is being preserved and maintained in
accordance with this Paragraph (5) as of January 1 of that year and
shall certify the facts to the City Tax Assessor - Collector not later
than April 30, along with the Commission's recommendation for approv-
al or disapproval of the application for exemption. The Historic
Preservation Commission shall note on the application form any new
construction or modification which has been accomplished in accor-
dance with the restrictions placed on the structure by this Chapter
11, Section 4.
The following items shall be used in determining whether an
Historic Site has been maintained in accordance with minimum property,
structural and health standards:
(a) thru (o) Same as original ordinance
6) Tax Assessnient of Historic - Sites - andDetermi nation - of - the
Land Reasonably "Necessary for Access "and USe Thereof. The City
Tax Assessor - Collector shall determine that portion of land which
is reasonably necessary for access to and use of those historic
structures for which applications for approval of exemptions are
pending, and shall access for taxation all such excess land in the
same equal and uniform manner as all other taxable properties in
the City. The determination of the City Tax Assessor- Collector
shall be final with respect to the amount of land reasonably
necessary for access to and use of the historic structure for
which tax exemption is sought.
The City Tax Assessor - Collector shall, not later than June 1 of
each year or soon thereafter as is practicable and prior to the levy
of texes for the current year, forward the application for tax exemp-
tion to the City Council after having indicated thereon the assessed
values of the historic structure and land necessary for access to and
use thereof and the assessed value of the land determined to be in ex-
cess of that necessary for access to and use thereof.
7) Rendition and Assessment of Historic Site for Ad "Valorem Taxation.
The provisions of this subsection pertaining to partial exemption
of historic properties do not change the provisions of any other
Change in S. (6 -8)
defines the role of
Tax Assessor- Collec-
tor as provided for
in the State Legis-
lature concerning
tax exemption for
historically sig-
nificant sites.
CURRENT
The exterior grounds shall be maintained free
of excessive rubbish, garbage, junk or refuse;
Screens and shutters existing at the time of
historic designation or added subsequent there-
to shall be maintained in good repair;
Broken windows shall be replaced or reglazed;
Exterior doors and doorways shall be maintained
in good repair and operable condition;
Skirting around the structure, if any, shall be
maintained in good repair;
Porch flooring and supports shall be maintained
in a sound condition, capable of bearing an im-
posed load safely;
Railings and handrails of exterior stairs, steps,
balconies, porches and other exterior features
shall be maintained in a sound condition so as
to afford safety;
Rotted exterior wood shall be replaced and re-
painted;
Broken or partially missing gutters or down-
spouts shall be replaced or repaired;
Loose bricks or stones in the exterior of a
structure shall be re- established or replaced
and all joints weatherproofed by proper
maintenance of painting; and
Fences and the exteriors of accessory buildings
shall be maintained in reasonable repair, in-
cluding painting if applicable.
AMENDMENTS IMPACT
article of the City Code pertaining to taxation, and the applicant's
properties shall be rendered and assessed in the same manner as any
other property in the event the City Council elects to disapprove
the application for exemption.
8) Additional Tax. Each year during which the historic site is granted
a tax exemption pursuant to provisions of this article, the Tax As-
sessor-Collector shall note on his records the assessments which would
have been made had the property not qualified for tax exempt status
under this article. In the event the City Council shall determine that
it is no longer a Historic Site due to failure to comply with this sub-
section, the property shall be subject to an additional tax. The ad-
ditional tax shall be equal to the difference between the taxes paid
or payable, under the provisions of this article, and the amount of
tax which would have been payable for the preceeding three (3) years
had the land not been approved for tax exemption under this subsection
or for a lesser number of years, if any, during which such land has
been exempt. The additional taxes provided by this section shall be
due and payable at once and if not paid within ninety (90) days there-
after, shall be deemed delinquent and shall be subject to the same
penalty and interest as other taxes for each such year.
A. If any provision, section, sentence, clause or phrase of this or-
dinance, or the application of same to any person or set of circumstances
is for any reason held to be unconstitutional, void or invalid (or for any
reason unenforceable), the validity of the remaining portion of this ordinance
or its application to the validity of the remaining portion of this ordinance
or its application to other persons or sets of circumstances shall not be
affected thereby, it being the intent of the City Council of the City of
Round Rock in adopting and of the Mayor in approving this ordinance, that
no portion hereof or provision or regulation contained herein shall become
inoperative or fail by reason of any unconstitutionality or invalidity of
any portion hereof and all provisions of this ordinance are declared to be
severable for that purpose.
II.
CURRENT
5) Tax Assessment of Historic Properties and Determination of
Land Reasonably Necessary or Access and Use Thereof. The
Historic Preservation Commission shall determine that portion
of land which is reasonably necessary for access to and use of
those historic structures for which applications for approval
of exemptions are pending, and for taxation, all excess land
shall be assessed in the same equal and uniform manner as all
other taxable properties in the City. The determination of the
Historic Preservation Commission shall be final with respect to
the amount of land reasonably necessary for access to and use
of the historic structure for which tax exemption is sought.
The City Tax Assessor - Collector shall, not later than June 1
of each year or as soon thereafter as is practicable and prior to
the levy of taxes for the current year, forward the application for
tax exemption to the City Council after having indicated thereon
the assessed values of the historic structure and land necessary
for access to and use thereof and the assessed value of the land
determined to be in excess of that necessary for access to and use
thereof.
6) Rendition and Assessment of Historic Landmark Properties for
Ad Valorem Taxation. The provisions of this article pertain-
ing to partial exemption of historic properties do not change
the provisions of any other article of the City Code pertain-
ing to taxation, and the applicant's properties shall be ren-
dered and assessed in the same manner as any other property in
the event the City Council elects to disapprove the applica-
tion for exemption.
7) Additional Tax. Each year during which the historic landmark
property is granted a tax exemption pursuant to provisions of
this article, the Tax Assessor - Collector shall note on his
records the assessments which would have been made had the
property not qualified for tax exempt status under this ar-
ticle. In the event City Council shall rezone the prop -
erty and it is no longer a Historic Landmark due to failure
to comply with the ordinance, the property shall be subject
to an additional tax. The additional tax shall be equal to
the difference between the taxes paid or payble, under the
provisions of this article, and the amount of tax which would
have been payable for the preceeding three (3) years had the
land not been approved for tax exemption under this article
AMENDMENTS IMPACT
-4-
CURRENT AMENDMENTS IMPACT
or for a lesser number of years, if any, during which
such land has been exempt. The additional taxes pro-
vided by this section shall be due and payable at once
and if not paid within ninety (90) days thereafter,
shall be deemed delinquent and shall be subject to the
same penalty and interest as other taxes for each such
year.
8) Partial Tax Exemption for Non - Landmark Properties in
an Historic District. For any property located in an
Historic District but not otherwise meeting the cri-
teria for approval as an Historic Landmark by the City
of Round Rock, the City Council shall by ordinance,
concurrent with the levy of taxes for each year, ap-
prove for partial exemption from ad valorem taxes for
a period of three (3) years, the amount by which the
property taxes were increased due to the restoration
or remodeling of the structure.
If any provision, section, senctence, clause or
phrase of this ordinance, or the application of same to
any person or set of circumstances is for any reason
held to be unconstitutional, void or invalid (or for
any reason unenforceable), the validity of the remain-
ing portion of this ordinance or its application to other
persons or sets of circumstances shall not be affected
thereby, it being the intent of the City Council of the
City of Round Rock in adopting and of the Mayor in ap-
proving this ordinance, that no portion hereof or pro-
vision or regulation contained herein shall become in-
operative or fail by reason of any unconstitutionality
or invalidity of any portion hereof and all provisions
of this ordinance are declared to be severable for
that purpose.
EXECUTIVE DIRECTOR
Kenneth E. Graeber
DEPUTY DIRECTOR
Bill Carnes, Ed.D.
ASSOCIATE DIRECTORS
Larry Luedtke, Valuation
Jim Robinson, Education
and Standards
GENERAL COUNSEL
H. Jack Woods
August 6, 1982
Bob Bennett, City Manager
City of Round Rock
214 East Main
Round Rock, Texas 78664
Dear Bob:
State Property Tax Board
9501 North IH 35
P.O. Box 15900, Austin, Texas 761
Telephone 512 - 8-8 37.8622 or or 800 - 1 21
MEMBERS OF THE BOARD
Ben Munson, Chairman
William J. (Bill) Burnette
Dr. John E. Codwell, Sr.
Marvin L. Jones
Stephen T. Jordan
Joseph A. VanDeWalle, Sr.
As we discussed this morning, a city or other taxing unit may provide tax exemptions
for historic sites. The application and appeal process, however, must conform to
the requirements of the Property Tax Code and the rules adopted by this agency pur-
suant thereto. I have attempted to briefly outline the steps an applicant should
take, and have enclosed a copy of our rule concerning historic sites and the appli-
cable model form.
Sec. 11.24 of the Property Tax Code provides that the governing body of a taxing
unit, by official action of the body adopted in the manner required by law for
official actions, may exempt from taxation part or all of the assessed value of
a structure and the land necessary for access to and use of the structure, if the
structure is: (1) designated as a Recorded Texas Historical Landmark by the Texas
Historical Commission and by the governing body of the taxing unit; or (2) desig-
ated as a historically significant site in need of tax relief to encourage its
preservation pursuant to an ordinance or other law adopted by the governing body
of the unit.
Eligibility for the exemption is determined by a claimant's qualifications on
January 1. A person who does not qualify for an exemption on January 1 of any
year may not receive the exemption that year. TEX. PROPERTY TAX CODE Sec. 11.42.
To receive the exemption authorized by Sec. 11.24, a person claiming the exemption
must apply annually to the chief appraiser of the appraisal district. The filing
must occur after January 1 and before May 1. TEX. PROPERTY TAX CODE Sec. 11.43.
P1r. Bob Bennett
August 6, 1982
Page 2
Application for the exemption, as directed in Sec. 11.43(f), must be made on a
form prescribed by the State Property Tax Board. The form for this purpose was
adopted by the board on October 9, 1981, in Rule 155.30 (237.03.00.030). As
noted above, the rule and model form are enclosed.
It is our opinion that each applicant for historic site designation must fully
comply with the eligibility criteria established by the taxing unit in its
ordinance adopting the exemption. The city may, therefore, take the position
that the chief appraiser should not grant the exemption unless the applicant
attaches documentation to the application form supporting his claim.
My suggestion would be that the City of Round Rock make its determination on
the eligibility of a particular structure as soon after January I as possible,
and that it furnish the applicant some type of certification which could be
attached to the application filed with the chief appraiser.
The chief appraiser, after considering the application and all relevant infor-
mation, may: (1) approve the application and allow the exemption; (2) modify
the exemption applied for and allow the exemption as modified; (3) disapprove
the application and request additional information from the applicant in support
of the claim; or (4) deny the application. This decision must be made before the
chief appraiser submits the appraisal records for review and determination of
protests as provided by Chapter 41. TEX. PROPERTY TAX CODE Sec. 11.45
A property owner may protest the decision of the chief appraiser by filing a
written notice of protest with the appraisal review board. This protest may be
on the enclosed notice of protest form, or it may merely identify the protesting
property owner, the property that is the subject of the protest, and indicate
dissatisfaction with the decision of the appraisal office. TEX. PROPERTY TAX
CODE Sec. 41.44. An appeal of an order of the appraisal review board may be
taken to the district court in the manner provided by Chapter 42.
The action of the chief appraiser on a given property will be reflected in the
appraisal records after they have been approved by the appraisal review board.
The chief appraiser will then certify the complete appraisal records for all
properties to the tax assessor, and the assessor will apply the tax rate against
the value and exemption status provided therein.
If you have questions concerning these procedures, do not hesitate to contact
me or any member of my staff. As I told Sandra Bybee, it is entirely proper
for the city to provide an historic site exemption. To do so, it is only
Mr. Bob Bennett
August 6, 1982
Page 3
necessary that the new Property Tax Code provisions be adhered to and I hope
the information provided will be helpful in that regard.
With kindest regards, I am
Sincerely,
JR:cm
Enclosures
t
im Robinson
Associate Director
for
Education & Standards
cc: Dusty Thames, Tax Assessor - Collector
Round Rock Consolidated Tax Office
Norma Flynn, Acting Chief Appraiser
Williamson County Appraisal District
Tex Record Requirements
0155.30(237.03.00.030)
.030. Exemption Applica0ons for Historic Saga
(a) All appraisal offices and all tax offices appraising property for
purposes of ad valorem taxation shall prepare and make available
applications for exemption for historic sites.
(b) All application forms for exemption for historic sites shall make
provision for the following information:
1. A statement indicating that the application is 10 be filed between
January 1 and May 1.
2. The year for which the exemption is claimed.
3. The name of any taxing un to which the application is made.
4, Identification of the applicant (name and address).
5. The legal description of the property against which the exemption
is claimed -
6. A statement of whal supporting documents will be required of the
applicant to prove eligibility for exemption.
7. The name and address of a person to contact for additional
information.
B. The date of application.
9. The signature of the applicant.
(0) To identify the status under which an applicant claims exemption.
application forms shall clearly state that the applicant claims
exemption for an historic site and will provide the following
necessary information:
1. A statement declaring that the properly is designated as a
Recor0ed Texas Historical Landmark by the Texas Historical
Commission and by the governing body of the taxing unit.
2. A statement declaring that the property is designated as a
historically significant site in need of tax relief to encourage its
preservation pursuant to an ordinance or other law adopted by
the governing body of the unit.
(d) All application forms for exemption for historic sites shall contain the
following affirmations:
1. "I hereby designate that this described property which
owned on January 1 of this year, as the property
against which the historic site exemption may be claimed in
Texas."
2. 1 certif y that the information given on this form Is true and
correct."
(e) All application forma tor exemption for historlcsiteashall contain the
following statement:
Any person who makes a false entry upon the foregoing record shall
be subject to one of the following penalties: 1. imprisonment of not
more Ihan 10 years nor Tess than 2 years and/or a line of not more
than 55,000 or both such line and imprisonment; 2. confinement in
jail fora term unto 1 year or a line not to exceed S2,000 or both such
line and imprisonment as set forth in Section 37.10. Penal Code."
(1) This exemption form shall be printed and prepared:
1. As a separate form from any other form, or
2. On the front of the form it the form also provides for other
information.
(g) An applicant may receive this exemption by signing an affidavit
Indicating that the information contained in the affidavit signed in
the previous year is still True and correct.
(h) An applicant's eligibility for any exemption is determined as of
January 1 of the tax year for which the exemption is being claimed.
(i) Determination of eligibility is based on the provisions of Property Tax
Code §11.24.
Issued in Austin, Texas on October 9, 1981.
Required by PROPERTY TAX CODE §§ 5.03, 5.07. and 11.43.
State Property Tax Board
Exemption Application 11.24(9/81)
County Appraisal District
EXEMPTION APPLICATION FORM FOR HISTORIC SITE FOR 19
In order to claim this exemption, the applicant must have owned the property on January 1 of this year. The application must be
timely filed with the appraisal office between January 1 and May 1 of this tax year for the application to be valid. Any supporting
documentation for this exemption required by the appraisal office will be noted in the proper place below.
Application submitted for
[Taxing Unit(s)[
IDENTIFICATION OF APPLICANT
Name
Address'
Mailing Address (if different)
IDENTIFICATION OF REAL PROPERTY OF THE ORGANIZATION FOR EXEMPTION:
Deed Owner
Deed Recorded Volume Page
Lot Block
PROPERTY USAGE:
1. Is property recorded as a Texas Historical Landmark by the Texas Historical Commission? ❑ YES ❑ NO
2. Is the property a historically significant site in need of tax relief to encourage its preservation pursuant to an ordinance or other
law adopted by the governing body of the unit? ❑ YES ❑ NO
3. Please attach any documents supporting either of the above answers.
Please provide the name of a person who may be contacted if additional information is needed.
Name
Title'
Address'
Phone number
Any person who makes a false entry upon the foregoing record shall be subject to one of the following penalties: 1. Imprisonment
of not more than 10 years nor Tess than 2 years and /or a (Inc of not more than S5,000 or both such fine and
imprisonment; 2. conlinement In jail for a term up to 1 year or a fine not to exceed 52,000 or both such (Ina and Imprisonment as set
forth in Section 37.10, Penal Code.
EX: 11.24 page 1
I hereby designate that this described property, which owned on January 1 of this year, as the property
against which the historic site exemption may be claimed in Texas.
I certify that the information given on this form is true and correct.
Applicant's Signature
RENEWAL
(Optional)
I certify that the information given on this form is true and correct.
Applicant's Signature Date
Texas Property Tax Code Sec. 11.24
EX: 11.24 page 2
Date
State Property Tax Board
Notk:e of Protest Form 41.44
Notice Number
Date Filed
NOTICE OF PROTEST
County, Texas
To be entitled to a hearing and determination of a protest, a property owner must file a written notice of protest with the appraisal review
board having jurisdiction. ( ") TEX. PROPERTY TAX CODE Section 41.44.
Name of property owner
Mailing address of property owner
List properties owned that are subject of protest
NATURE OF PROTEST:
Q 1. Value on property above market value of property
0 2. Value on property excessive in comparison with other similar properly
Q 3. Property denied total exemption
Q 4. Property denied partial exemption (homestead, disabled veteran)
Q 5. Failure to be granted ag -use, open - space, timber -use, or other special land valuation
Q 6. Improper situs - ownership in wrong taxing unit
Q 7. Wrongful determination of ownership
0 8. Other
Taxpayer explanation of facts'
Signature of Property Owner
( ") Filing deadline is June 11th or within 20 days after appraisal records are submitted to the appraisal review board,
whichever date is later; or, it protest occurs over an appraisal record change brought about by a taxing unit's
challenge of the records, the deadline Is 10 days after the appraisal record change has been ordered by the appraisal
review board.
APPRAISAL REVIEW BOARD