Florida Senate - 2026                          SENATOR AMENDMENT
       Bill No. CS for SJR 2-F
       
       
       
       
       
       
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                              LEGISLATIVE ACTION                        
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       Senator Sharief moved the following:
       
    1         Senate Amendment (with title amendment)
    2  
    3         Delete everything after the resolving clause
    4  and insert:
    5         That the following amendment to Section 4 of Article VII of
    6  the State Constitution and the creation of a new section in
    7  Article XII are agreed to and shall be submitted to the electors
    8  of this state for approval or rejection at the next general
    9  election or at an earlier special election specifically
   10  authorized by law for that purpose:
   11                             ARTICLE VII                           
   12                        FINANCE AND TAXATION                       
   13         SECTION 4. Taxation; assessments.—By general law
   14  regulations shall be prescribed which shall secure a just
   15  valuation of all property for ad valorem taxation, provided:
   16         (a) Agricultural land, land producing high water recharge
   17  to Florida’s aquifers, or land used exclusively for
   18  noncommercial recreational purposes may be classified by general
   19  law and assessed solely on the basis of character or use.
   20         (b) As provided by general law and subject to conditions,
   21  limitations, and reasonable definitions specified therein, land
   22  used for conservation purposes shall be classified by general
   23  law and assessed solely on the basis of character or use.
   24         (c) Pursuant to general law tangible personal property held
   25  for sale as stock in trade and livestock may be valued for
   26  taxation at a specified percentage of its value, may be
   27  classified for tax purposes, or may be exempted from taxation.
   28         (d) All persons entitled to a homestead exemption under
   29  Section 6 of this Article shall have their homestead assessed at
   30  just value as of January 1 of the year following the effective
   31  date of this amendment. This assessment shall change only as
   32  provided in this subsection.
   33         (1) Assessments subject to this subsection shall be changed
   34  annually on January 1st of each year; but those changes in
   35  assessments shall not exceed the lower of the following:
   36         a. Three percent (3%) of the assessment for the prior year.
   37         b. The percent change in the Consumer Price Index for all
   38  urban consumers, U.S. City Average, all items 1967=100, or
   39  successor reports for the preceding calendar year as initially
   40  reported by the United States Department of Labor, Bureau of
   41  Labor Statistics.
   42         (2) No assessment shall exceed just value.
   43         (3) After any change of ownership, as provided by general
   44  law, homestead property shall be assessed at just value as of
   45  January 1 of the following year, unless the provisions of
   46  paragraph (8) apply. Thereafter, the homestead shall be assessed
   47  as provided in this subsection.
   48         (4) New homestead property shall be assessed at just value
   49  as of January 1st of the year following the establishment of the
   50  homestead, unless the provisions of paragraph (8) apply. That
   51  assessment shall only change as provided in this subsection.
   52         (5) Changes, additions, reductions, or improvements to
   53  homestead property shall be assessed as provided for by general
   54  law; provided, however, after the adjustment for any change,
   55  addition, reduction, or improvement, the property shall be
   56  assessed as provided in this subsection.
   57         (6) In the event of a termination of homestead status, the
   58  property shall be assessed as provided by general law.
   59         (7) The provisions of this amendment are severable. If any
   60  of the provisions of this amendment shall be held
   61  unconstitutional by any court of competent jurisdiction, the
   62  decision of such court shall not affect or impair any remaining
   63  provisions of this amendment.
   64         (8)a. A person who establishes a new homestead as of
   65  January 1 and who has received a homestead exemption pursuant to
   66  Section 6 of this Article as of January 1 of any of the three
   67  years immediately preceding the establishment of the new
   68  homestead is entitled to have the new homestead assessed at less
   69  than just value. The assessed value of the newly established
   70  homestead shall be determined as follows:
   71         1. If the just value of the new homestead is greater than
   72  or equal to the just value of the prior homestead as of January
   73  1 of the year in which the prior homestead was abandoned, the
   74  assessed value of the new homestead shall be the just value of
   75  the new homestead minus an amount equal to the lesser of
   76  $500,000 or the difference between the just value and the
   77  assessed value of the prior homestead as of January 1 of the
   78  year in which the prior homestead was abandoned. Thereafter, the
   79  homestead shall be assessed as provided in this subsection.
   80         2. If the just value of the new homestead is less than the
   81  just value of the prior homestead as of January 1 of the year in
   82  which the prior homestead was abandoned, the assessed value of
   83  the new homestead shall be equal to the just value of the new
   84  homestead divided by the just value of the prior homestead and
   85  multiplied by the assessed value of the prior homestead.
   86  However, if the difference between the just value of the new
   87  homestead and the assessed value of the new homestead calculated
   88  pursuant to this sub-subparagraph is greater than $500,000, the
   89  assessed value of the new homestead shall be increased so that
   90  the difference between the just value and the assessed value
   91  equals $500,000. Thereafter, the homestead shall be assessed as
   92  provided in this subsection.
   93         b. By general law and subject to conditions specified
   94  therein, the legislature shall provide for application of this
   95  paragraph to property owned by more than one person.
   96         (e) The legislature may, by general law, for assessment
   97  purposes and subject to the provisions of this subsection, allow
   98  counties and municipalities to authorize by ordinance that
   99  historic property may be assessed solely on the basis of
  100  character or use. Such character or use assessment shall apply
  101  only to the jurisdiction adopting the ordinance. The
  102  requirements for eligible properties must be specified by
  103  general law.
  104         (f) A county may, in the manner prescribed by general law,
  105  provide for a reduction in the assessed value of homestead
  106  property to the extent of any increase in the assessed value of
  107  that property which results from the construction or
  108  reconstruction of the property for the purpose of providing
  109  living quarters for one or more natural or adoptive grandparents
  110  or parents of the owner of the property or of the owner’s spouse
  111  if at least one of the grandparents or parents for whom the
  112  living quarters are provided is 62 years of age or older. Such a
  113  reduction may not exceed the lesser of the following:
  114         (1) The increase in assessed value resulting from
  115  construction or reconstruction of the property.
  116         (2) Twenty percent of the total assessed value of the
  117  property as improved.
  118         (g) For all levies other than school district levies,
  119  assessments of residential real property, as defined by general
  120  law, which contains nine units or fewer and which is not subject
  121  to the assessment limitations set forth in subsections (a)
  122  through (d) shall change only as provided in this subsection.
  123         (1) Assessments subject to this subsection shall be changed
  124  annually on the date of assessment provided by law; but those
  125  changes in assessments shall not exceed ten percent (10%)
  126  assessment for the prior year.
  127         (2) No assessment shall exceed just value.
  128         (3) After a change of ownership or control, as defined by
  129  general law, including any change of ownership of a legal entity
  130  that owns the property, such property shall be assessed at just
  131  value as of the next assessment date. Thereafter, such property
  132  shall be assessed as provided in this subsection.
  133         (4) Changes, additions, reductions, or improvements to such
  134  property shall be assessed as provided for by general law;
  135  however, after the adjustment for any change, addition,
  136  reduction, or improvement, the property shall be assessed as
  137  provided in this subsection.
  138         (5)The legislature must provide for equitable relief from
  139  assessments for property owners earning less than one hundred
  140  and fifty thousand dollars, as follows:
  141         a.If an owner of residential real property has a household
  142  income of sixty thousand dollars or less, the assessment may not
  143  exceed four percent (4%) of the owner’s household income.
  144         b.If an owner of residential real property has a household
  145  income between sixty thousand dollars and one hundred thousand
  146  dollars, the assessment may not exceed five percent (5%) of the
  147  owner’s household income.
  148         c.If an owner of residential real property has a household
  149  income between one hundred thousand dollars and one hundred and
  150  fifty thousand dollars, the assessment may not exceed six
  151  percent (6%) of the owner’s household income.
  152         (h) For all levies other than school district levies,
  153  assessments of real property that is not subject to the
  154  assessment limitations set forth in subsections (a) through (d)
  155  and (g) shall change only as provided in this subsection.
  156         (1) Assessments subject to this subsection shall be changed
  157  annually on the date of assessment provided by law; but those
  158  changes in assessments shall not exceed ten percent (10%) of the
  159  assessment for the prior year.
  160         (2) No assessment shall exceed just value.
  161         (3) The legislature must provide that such property shall
  162  be assessed at just value as of the next assessment date after a
  163  qualifying improvement, as defined by general law, is made to
  164  such property. Thereafter, such property shall be assessed as
  165  provided in this subsection.
  166         (4) The legislature may provide that such property shall be
  167  assessed at just value as of the next assessment date after a
  168  change of ownership or control, as defined by general law,
  169  including any change of ownership of the legal entity that owns
  170  the property. Thereafter, such property shall be assessed as
  171  provided in this subsection.
  172         (5) Changes, additions, reductions, or improvements to such
  173  property shall be assessed as provided for by general law;
  174  however, after the adjustment for any change, addition,
  175  reduction, or improvement, the property shall be assessed as
  176  provided in this subsection.
  177         (i) The legislature, by general law and subject to
  178  conditions specified therein, may prohibit the consideration of
  179  the following in the determination of the assessed value of real
  180  property:
  181         (1) Any change or improvement to real property used for
  182  residential purposes made to improve the property’s resistance
  183  to wind damage.
  184         (2) The installation of a solar or renewable energy source
  185  device.
  186         (j)
  187         (1) The assessment of the following working waterfront
  188  properties shall be based upon the current use of the property:
  189         a. Land used predominantly for commercial fishing purposes.
  190         b. Land that is accessible to the public and used for
  191  vessel launches into waters that are navigable.
  192         c. Marinas and drystacks that are open to the public.
  193         d. Water-dependent marine manufacturing facilities,
  194  commercial fishing facilities, and marine vessel construction
  195  and repair facilities and their support activities.
  196         (2) The assessment benefit provided by this subsection is
  197  subject to conditions and limitations and reasonable definitions
  198  as specified by the legislature by general law.
  199                             ARTICLE XII                           
  200                              SCHEDULE                             
  201         Limitation on the assessment of residential real property.
  202  This section and the amendment to Section 4 of Article VII,
  203  relating to a prohibition on tax assessments on residential real
  204  property, shall take effect January 1, 2027.
  205         BE IT FURTHER RESOLVED that the following statement be
  206  placed on the ballot:
  207                      CONSTITUTIONAL AMENDMENT                     
  208                       ARTICLE VII, SECTION 4                      
  209                             ARTICLE XII                           
  210         SAVE OUR HOMES FROM EXCESSIVE PROPERTY TAXES.-Proposing an
  211  amendment to the State Constitution which prohibits tax
  212  assessments on residential real properties from exceeding a
  213  certain percentage of a property owner’s household income. If
  214  approved, the amendment takes effect on January 1, 2027.
  215  
  216  ================= T I T L E  A M E N D M E N T ================
  217  And the title is amended as follows:
  218         Delete everything before the resolving clause
  219  and insert:
  220                        A bill to be entitled                      
  221         A joint resolution proposing an amendment to Section 4
  222         of Article VII and the creation of a new section in
  223         Article XII of the State Constitution to direct the
  224         Legislature to provide for equitable relief from
  225         assessments for specified owners of real property and
  226         to provide an effective date.