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HomeMy WebLinkAboutResolutions 21-12-573 - 12/20/2021STATE OF GEORGIA RESOLUTION NO. IT7 3 ' COUNTY OF FULTON J A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF MILTON REQUESTING THE LOCAL DELEGATION REPRESENTING THE CITY OF MILTON TO DRAFT AND SPONSOR LOCAL LEGISLATION AMENDING THE CHARTER FOR THE CITY OF MILTON TO MODIFY CERTAIN LOCAL HOMESTEAD TAX EXEMPTIONS WHEREAS, the Charter for the City of Milton, Georgia, 2006 Ga. Laws 3554 (Act No. 438), as amended, provides homestead exemptions for senior citizens and disabled individuals, including: Section 6.33, which provides an exemption from municipal taxation on $15,000.00 of the value of homestead property to citizens aged 65 years or over; Section 6.34, which provides an additional exemption from municipal taxation on $10,000.00 of the value of homestead property to low-income citizens aged 65 years or over; and Section 6.35, which provides an exemption from municipal taxation on the full value of the homestead property to low-income citizens aged 70 years or over; and WHEREAS, a majority of the City Council for the City of Milton, Georgia, deems it to be in the best interests of the citizens of the City of Milton to amend the homestead exemptions for senior citizens and disabled individuals by: combining the $15,000.00 and $10,000.00 exemptions granted by Sections 6.33 and 6.34 into a single exemption of $25,000.00 available to all citizens aged 65 years or over regardless of income; and by increasing the maximum income threshold for the full value exemption granted by Section 6.35; and WHEREAS, pursuant to Article VII, Section 2, Paragraph II (a)(1) and (a)(2), municipal homestead exemptions shall first be approved by two-thirds of the members elected to each branch of the General Assembly in a roll -call vote, and conditioned upon approval by a majority of the qualified electors voting in a referendum thereon. NOW, THEREFORE, BE IT RESOLVED, that the Mayor and Council of the City of Milton respectfully requests that the local delegation to the Georgia General Assembly to draft, introduce, and support local legislation amending Sections 6.33, 6.34, and 6.35 of the Charter for the City of Milton, as amended, as follows, with additions indicated by underline and deletions indicated by strikethrough: Section 633. - General homestead exemption for citizens age 65 years or over. (a) As used in this section, the term: (1) "Ad valorem taxes for municipal purposes" means all ad valorem taxes for municipal purposes levied by, for, or on behalf of the City of Milton, except for any ad valorem taxes to pay interest on and to retire municipal bonded indebtedness. ' (2) "Homestead" means homestead as defined and qualified in O.C.G.A. § 48- 5-40, as amended. (3) "Senior citizen" means a person who is 65 years of age or over on or before January 1 of the year in which application for the exemption under subsection (b) of this section is made. (b) Each resident of the City of Milton who is a senior citizen is granted an exemption on that person's homestead from City of Milton ad valorem taxes for municipal purposes in the amount of $15 000:00--$25. 000.00 of the assessed value of that homestead. The value of that property in excess of such exempted amount shall remain subject to taxation. (c) A person shall not receive the homestead exemption granted by subsection (b) of this section unless the person or person's agent files an application with the governing authority of the City of Milton, or the designee thereof, giving the person's age and such additional information relative to receiving such exemption as will enable the governing authority of the City of Milton, or the designee thereof, to make a determination regarding the initial and continuing eligibility of such owner for such exemption. The governing authority of the City of Milton, or the designee thereof, shall provide application forms for this purpose. ' (d) The exemption shall be claimed and returned as provided in O.C.G.A. § 48-5-50.1, as amended. The exemption shall be automatically renewed from year to year so long as the owner occupies the residence as a homestead. After a person has filed the proper application, as provided in subsection (c) of this section, it shall not be necessary to make application thereafter for any year and the exemption shall continue to be allowed to such person. It shall be the duty of any person granted the homestead exemption under subsection (b) of this section to notify the governing authority of the City of Milton, or the designee thereof, in the event that person for any reason becomes ineligible for that exemption. (e) The exemption granted by subsection (b) of this section shall not apply to or affect state ad valorem taxes, county ad valorem taxes for county purposes, or county or independent school district ad valorem taxes for educational purposes. The homestead exemption granted by subsection (b) of this section shall be in addition to and not in lieu of any other homestead exemption applicable to municipal ad valorem taxes for municipal purposes. (f) The exemption granted by subsection (b) of this section shall apply to all taxable years beginning on or after January 1, 20072023. Section 6.34. - Reserved. Homestead exemption a,._ eitizens . e cc yeaFs or- over ........... ........... I ........... . ........................ . . . . .......... . ...... .............. ........... .......... . ....... ....... . ........ .. . .......... h ,, d exemption granted b ..ubseet:..« (b) of this seetien shall be in addition to d t in lieu of ., ..thef homestead a «t...« e««l:eable to munieipal ed !fl The exemption g .,«ted 1.... ubseetion /hl of this seetie« shell apply to all wiahl years hee:««:«e , OF afte. 1..«..e.., 1 2007 Section 6.35. - Homestead exemption for citizens age 70 years or over and disabled persons meeting certain income requirements. (a) As used in this section, the term: (1) "Ad valorem taxes for municipal purposes" means all ad valorem taxes for municipal purposes levied by, for, or on behalf of the City of Milton including, but not limited to, any ad valorem taxes to pay interest on and to retire municipal bonded indebtedness. (2) "Homestead" means homestead as defined and qualified in O.C.G.A. § 48- 5-40, as amended. (3) "Income" means adjusted gross income determined pursuant to the Internal Revenue Code of 1986, as amended, for federal income tax purposes. ' (4) "Senior citizen" means a person who is 70 years of age or over on or before January 1 of the year in which application for the exemption under subsection (b) of this section is made. (b) Each resident of the City of Milton who is a senior citizen is granted an exemption on that person's homestead from City of Milton ad valorem taxes for municipal purposes for the full value of that homestead. The exemption granted by this subsection shall only be granted if that person's income, together with the income of the spouse who also occupies and resides at such homestead does not exceed the greater of $100,000.00 or the maximum amount which may be received by an individual and an individual's spouse under the federal Social Security Act for the immediately preceding year. cl Each resident of the Citv of Milton who is disabled is granted an exemption on that person's homestead from City of Milton ad valorem taxes for municipal purposes for the full value of that homestead. The exemption granted by this subsection shall only be granted if that person's income, together with the income of the spouse who also occupies and resides at such homestead does not exceed the maximum amount which may be received by an individual and an individual's spouse under the federal Social Security Act for the immediately preceding year. (ed) Disability certificate; income certification; application. (1) In order to qualify for the exemption provided for in subsection (bcc) of this section as being disabled, the person claiming such exemption shall be ' required to obtain a certificate from not more than three physicians licensed to practice medicine under Chapter 34 of Title 43 of the O.C.G.A., as amended, certifying that in the opinion of such physician or physicians such person is mentally or physically incapacitated to the extent that such person is unable to be gainfully employed and that such incapacity is likely to be permanent. Such certificate or certificates shall constitute part of and be submitted with the application provided for in paragraph (2) of this subsection. (2) A person shall not receive the homestead exemption granted by subsection (b) or c of this section unless the person or person's agent files an application with the governing authority of the City of Milton, or the designee thereof, giving the person's age, income, and such additional information relative to receiving such exemption as will enable the governing authority of the City of Milton, or the designee thereof, to make a determination regarding the initial and continuing eligibility of such owner for such exemption. The governing authority of the City of Milton, or the designee thereof, shall provide application forms for this purpose. (de) The exemption shall be claimed and returned as provided in O.C.G.A. § 48-5-50.1, as amended. The exemption shall be automatically renewed from year-to-year so ' long as the owner occupies the residence as a homestead. After a person has filed the proper application, as provided in subsection (ed_) of this section, it shall not be necessary to make application thereafter for any year and the exemption shall continue to be allowed to such person. It shall be the duty of any person granted the homestead exemption under subsection (b) or c of this section to notify the governing authority of the City of Milton, or the designee thereof, in the event that person for any reason becomes ineligible for that exemption. (ef) The exemption granted by subsections (b) and c of this section shall not apply to or affect state ad valorem taxes, county ad valorem taxes for county purposes, or county or independent school district ad valorem taxes for educational purposes. The homestead exemption granted by subsections (b) and c of this section shall be in addition to and not in lieu of any other homestead exemption applicable to municipal ad valorem taxes for municipal purposes. (€g) The exemption granted by subsections (b) and c of this section shall apply to all taxable years beginning on or after January 1, 29A-7-2023. NOW, THEREFORE, BE IT FURTHER RESOLVED, that the Mayor is authorized and directed to deliver this resolution to the local delegation to the Georgia General Assembly as soon as possible. SO RESOLVED, this � day of]:�.Pe,6e r- 2021. 1 1