CC-43 rev. 1/4 I, V. Frank Desguin, the Appraiser of Charlotte County, Florida, hereby certify that all data reported on this form and accompanying forms DR-43AC, DR-43AM, DR-43CC, DR-43BM, DR-43PC, and DR-43EB, is a true recapitulation of the values of the assessment rolls of Charlotte County, Florida and that every figure herein submitted is true and correct to the best of my knowledge. I further certify that changes to the values of the assessment rolls, as initially reported on forms DR-489AC, DR-489AM, DR-489PC, and DR-489EB, are documented or can be verified with (1) A validated change of value or change of exemption order from the value adjustment board (Form DR-485), (2) A document which authorizes official corrections of the assessment rolls (Form DR-49), or (3) otherwise in writing. Witness my hand and official signature at Punta Gorda, Florida this the 9 th day of June, 28 Signature of Appraiser Value Adjustment Board Hearings Yes No Please indicate if value adjustment board (VAB) Hearings are completed and adjusted values have been included herein. X
CC-43AC rev. 1/4 Page 1 The 27 Revised Recapitulation of the Ad Valorem Assessment Rolls of Charlotte County, Florida (Every space must be filled in. Where there are spaces that are not applicable to your county, write "NONE" or "" in that space) COUNTY PORTION ONLY Column I Real Including Subsurface Rights Column II Personal Column III Centrally Assessed Column IV Total Just Value (193.11, F.S.) Just Value of Land Classified Agricultural (193.114(2)(d), 193.461, F.S.) 3. Just Value of Land Classified High Water Recharge (193.625, F.S.) * 3,281,43,475 1,65,217,58 1,338,264,281 3,59,149 31,622,726,95 1,65,217,58 Just Value of Conservation Easement, Environmentally Endangered Lands, Park and Outdoor Recreational Land (193.114(2)(d), 193.51, F.S.) Just Value of Pollution Control Devices (193.621, F.S.) 6. Just Value of Historic used for Commercial Purposes (193.53, F.S.) * 7. Just Value of Historically Significant (193.55, F.S.) 8. Classified Use Value of Land Classified Agricultural (193.114(2)(d), 193.461, F.S.) 9. Classified Use Value of Land Classified High-Water Recharge (193.625, F.S.) * 14,349,183 14,349,183 Classified Use Value of Conservation Easement, Environmentally Endangered Lands, Park and Outdoor Recreational Land (193.114(2)(d), 193.51, F.S.) 1 Classified Use Value of Pollution Control Devices (193.621, F.S.) 1 Classified Use Value of Historic used for Commercial Purposes(193.53,F.S.)* 13. Classified Use Value of Historically Significant (193.55, F.S.) 1 Historic Exemption (196.1961, 196.1997, 196.1998, F.S.) 1 Economic Development Exemption (196.1995, F.S.) 16. Exemption for Licensed Child Care Facility in Enterprise Zone (196.95, F.S.) 17. Governmental Exemption (196.199, 196.1993, F.S.) 18. Widows/Widowers Exemption (196.22, F.S.) 19. Disability/Blind Exemption (196.81, 196.91, 196.11, 196.22, 196.24, F.S.) Institutional Exemption - Charitable, Religious, Scientific, Literary, Educational (196.196, 196.197, 196.1975, 196.1977, 196.1978, 196.198, 196.1983, 196.1985, 196.1986, 196.192, 196.1994, 196.21, 196.22, F.S.) 2 '$25, Homestead Exemption (196.31, F.S.) 2 Additional $25, Homestead Exemption Age 65 & Older (196.75, F.S.) 23. Lands Available for Taxes (197.52(7), F.S.) 2 Homestead Assessment Differential: Just Value Minus Capped Value (193.155, F.S.) 2 Homestead Assessment Reduction for Parents or Grandparents (193.71, F.S.) 26. Disabled Veterans' Homestead Discount (s. 6(g), Art. VII, Florida Constitution) 27. Taxable Value for Operating Millages (1-2-3-4-5-6-7+8+9+1+11+12+13-14-15-16-17-18-19-2-21-22-23-24-25-26=27) 28. School Taxable Value (26+3+6-9-12+14+15+22=28) 29. Net Assessed Value (1-2-3-4-5-6-7+8+9+1+11+12+13-17-2=29) * County Value ONLY, Do Not Include Values for Municipalities 1,592,961,339 3,373,46 88,641,717 252,47,983 1,34,919,132 3,748,624,181 77,45 22,365,53,347 22,365,53,347 27,511,165,828 262,522,638 32, 1,855,483,977 3,45,46 78,364 73,491,634 88,72,81 325,899,617 1,34,919,132 3,748,624,181 77,45 1,2,139,645 3,59,149 23,37,729,141 1,2,139,645 3,59,149 23,37,729,141 1,2,25,9 3,59,149 28,516,474,986
CC-43AC rev. 1/7 Page 2 The 27 Revised Recapitulation of the Ad Valorem Assessment Rolls of Charlotte County, Florida (Every space must be filled in. Where there are spaces that are not applicable to your county, write "NONE" or "" in that space) 3. 6. 7. Reconciliation of Preliminary and Final Tax Roll Operating Taxable Value as Shown on Preliminary Tax Roll Additions to Operating Taxable value Resulting from Petitions to the VAB Deductions from Operating Taxable Value Resulting From Petitions to the VAB Subtotal (1+2-3=4) Other Additions to Operating Taxable Value Other deductions from Operating Taxable Value Operating Taxable Value Shown on Final Tax Roll (4+5-6=7) Value 24,321,71,778 24,756,163 24,296,315,615 925,586,474 23,37,729,141 Value 3. 6. Reassessed Just Value of Land Designated an Area of Critical State Concern (this amount included in Line 1, Column I) 193.57,F.S. Just Value of Land Designated on Area of Critical State Concern 193.57, F.S. Just Value of Subsurface Rights (this amount included in Line 1, Column I) 193.481, F.S. Total Taxable Value for Debt Services Levies, if any Railroad Value (this amount included in Line 1, Column III) 1,967,335 Private Car Line Value (this amount included in Line 1, Column III) 1,91,814 23,37,729,141 Number of Real Parcels Number of Personal Accounts Number of County Parcels 215,25 21,316 3. Number of Homestead Assessment Reductions for Parents or Grandparents Number of Addtional Homestead Exemptions for Persons 65 or Older Number of Disabled Veterans' Homestead Discount (s. 6(g), Art. VII, Florida Constitution) 4
CC-43EB rev. 1/4 Page 1 Statutory Authority Roll Effected The 27 Assessment Rolls Exemption Breakdown Charlotte County, Florida (Every space must be filled in. Where there are spaces that are not applicable to your county, write "NONE" or "" in that space) Type of Exemption 196.81 Real Totally & Permanently Disabled Veterans & Surviving Spouse 196.91 Real Totally Disabled Veterans Confined to Wheelchairs 3. 196.95 Real Licensed Child Care Facility in Enterprise Zone 196.11 Real Quadriplegic, Paraplegic, Hemiplegic & Totally & Permanently Disabled & Blind (Meeting Income Test) Number of Exemptions Value Exempted 498 $ 69,23,473 8 $ 1,391,581 $ 83 $ 1,319,842 196.1961 Real Historic for Commercial or Nonprofit Purposes 6. 196.197 Real Charitable Hospitals, Nursing Homes & Homes for Special Services 7. 196.1975 Real Charitable Homes for the Aged 8. 196.1977 Real Proprietary Continuing Care Facilities 9. 196.1978 Real Affordable Housing 196.198 Real & Personal Educational 1 196.1983 Real Charter School 1 196.1985 Real Labor Union Education 13. 196.1986 Real Community Centers 1 196.199(1)(a) Real & Personal Federal Government 1 196.199(1)(b) Real & Personal State Government 16. 196.199(1)(c) Real & Personal Local Government 17. 196.199(2) Real & Personal Leasehold Interests in Government 18. 196.1993 Real Agreements with Local Governments for use of Public 19. 196.1994 Personal Space Laboratories & Carriers 196.1997 Real Historic Improvements 2 196.1998 Real Historic Open to the Public 2 196.21 Real & Personal Not-for-Profit Sewer & Water Company 23. 196.22 Real & Personal Not-for-Profit Water & Waste Water Systems Corporation 2 196.22 Real & Personal Blind Exemption 2 196.22 Real & Personal Totally & Permanently Disabilty Exemption 26. Other $ 1 $ 1,1,739 6 $ 21,911,367 1 $ 8,575, $ 19 $ 7,912,154 $ $ 15 $ 2,892,293 14 $ 6,762,237 561 $ 881,16,251 5,147 $ 966,561,38 1 $ 1,54,19 $ $ $ $ 33 $ 57,35,883 $ 154 $ 75,69 2,428 $ 2,254, 484 $ 23,151,892 Section 196.2(2), Florida statutes, requires a complete breakdown of all exemptions provided under Chaper 196, Florida Statutes.This breakdown applies to all exemptions not shown elsewhere in these recapitulations. Please show total number of exemptions and values exempted from the rolls indicated above.
CC-43EB rev. 1/4 Page 2 The 27 Assessment Rolls Charlotte County, Florida (Every space must be filled in. Where there are spaces that are not applicable to your county, write "NONE" or "" in that space) Statute Cite Exemption Number of Parcels By Exemption Type Just Value Taxable Value 196.31 Parcels Granted $25, Homestead Exemption 52,398 11,97,94,18 6,891,43,625 196.75 Parcels Granted Additional Homestead Exemption Age 65 and Older 3. 196.1961 Parcels Granted Historic Exemption 196.1995 Parcels Granted Economic Development Exemption 196.22 Parcels Granted Widow's Exemption 5,574 1,21,62,294 485,41,335 6. 196.22 Parcels Granted Widower's Exemption 1,371 271,733,151 137,738,86 7. 196.24 Parcels Granted Disabled Ex-Service Member Exemption 1,316 282,367,824 15,58,551
CC-43PC rev. 5/85 The Value and Number of Parcels on the Real Assessment Roll by Category Charlotte County, Florida 27 Code Vacant Residential Code 1 Single Family Residential Code 2 Mobile Homes Code 8 Multi-Family Less than 1 Units Code 3 Multi-Family 1 Units or More Code 4 Comdominiums Just Value Taxable Value for Operating Purposes 5,35,46,772 5,192,522,461 14,616,234,234 1,96,589,8 478,54,93 314,445,335 3,262,249 276,573,985 73,451,861 72,762,946 3,215,547,93 2,861,92,716 3. Number of Parcels 116,227 63,43 5,534 1,122 74 14,369 Code 5 Cooperatives Code 6 and 7 Ret. Homes and Misc. Res. Code 1 Vacant Commercial Code 11-39 Improved Commercial Code 4 Vacant Industrial Code 41-49 Improved Industrial Just Value 276,767,66 144,39,413 832,286,46 1,666,127,89 13,447,934 253,448,243 Taxable Value for Operating Purposes 24,897,137 123,189,41 775,439,67 1,633,722,886 98,762,947 251,383,66 6. Number of Parcels 4,82 624 4,138 1,418 256 37 Code 5-69 Agricultural Code 7-79 Institutional Code 8-89 Government Code 9 Leasehold Interests Code 91-97 Miscelaneous Code 98 Centrally Assessed 7. Just Value 1,12,8,79 35,594,897 1,347,78,367 15,116,88 111,278,72 8. Taxable Value for Operating Purposes 164,38,449 159,966,146 284,8 6,77,775 53,361,35 9. Number of Parcels 1,616 29 764 29 59 4 Code 99 Non-Agricultural Acreage Code H. Header Code N. Notes Code S. Spaces No Entries Shall Be Made Without Written Permission From The Department of Revenue Code FEE Code NON-FEE Just Value 89,811,297 7,582,659 1 Taxable Value for Operating Purposes 79,457,692 7 1 Number of Parcels 862 1,374 3,6 13. Total Real : Just Value 3,281,43,475 Taxable Value for Operating Purposes 22,365,53,347 Parcels 215,25 (Sum lines 1, 4, 7 and 1) (Sum lines 2, 5, 8 and 11) (Sum lines 3, 6, 9 and 12)
CC-43CC rev. 3/98 CHARLOTTE COUNTY SHEET No. 1 of 1 RECAPITULATION OF TAXES AS EXTENDED ON THE 27 TAX ROLLS; COUNTY COMMISSION, SCHOOL BOARD, AND TAXING DISTRICTS A. B. C. D. E. County Commission Levy County-wide Levy Operating Millage Millage Subject to a Cap Non-voted Millage School Board Levy Less than County-Wide Levy Debt Service Millage Millage Not Subject to a Cap Voted Millage 3. Independent Special District Levy 3. Multi-county District Levying 3. Non-Ad Valorem 3. Non-Ad Valorem 3. Non-Ad Valorem County Commission Levy for a Dependent County-Wide Assessment Rate/Basis Assessment Assessment Special District Multi-County District Levying MSBU/MSTU Less than County-Wide. The codes listed above are intended to describe the nature of the taxing authority and the type of millage. Enter the appropriate number in each of the five code columns. Be as descriptive as possible; separately list each taxing authority in your county according to the characteristics above. List all county commission millages first, then all school district millages, all dependent special district millages, including municipal service taxing unit millages, and all independent special district millages, including water management district millages. Millages with like characteristics, i.e. voted or non-voted county-wide or less than county-wide, should be listed together within the above categories. Total all taxes levied. All voter approved debt payments should be specified and listed with the appropriate taxating authority or special district. Round all amounts to the nearest whole dollar. List all non-ad valorem assessments that are included on the tax rolls. Codes Name of Taxing Authority Millage Total Taxable Value Excluded From Total Taxes Penalties And Nature of Special Levy, If Applicable or other basis of Taxable Value Levy Pursuant to Levied Under A B C D E levy 197.212, F.S. 193.72 1 1 1 1 1 BOCC General Fund 3.483 23,37,729,141 1,427,987 81,395,276 199,833 1 1 1 1 1 BOCC Capital Projects Fund.9887 23,37,729,141 1,427,987 23,15,228 199,833 1 1 1 1 1 BOCC Health Unit.79 23,37,729,141 1,427,987 1,656,883 199,833 BOCC TOTAL 5426 23,37,729,141 1,427,987 16,157,387 199,833 2 1 1 1 1 School Board Required Local Effort 3.611 23,37,729,141 1,427,987 84,386,546 199,833 2 1 1 1 1 School Board Discretionary.588 23,37,729,141 1,427,987 13,741,149 199,833 2 1 2 1 2 School Board Debt Service.398 23,37,729,141 1,427,987 93,98 199,833 2 1 1 1 1 School Board Capital Improvement 23,37,729,141 1,427,987 46,738,62 199,833 School Board Total 6.2388 23,37,729,141 1,427,987 145,796,396 199,833 5 2 1 1 1 Charlotte Public Safety Unit 4347 19,871,728,828 1,354,683 28,58,26 177,214 1 1 1 2 2 Env Sensitive Lands.2 23,37,729,141 1,427,987 4,673,86 199,833 5 2 1 1 1 Greater Charlotte Street Lighting.1925 17,637,326,558 828,488 3,395,26 5 2 1 1 1 Don Pedro & Knight Islands St&Drain 812 492,11,382 2,144 886,369 982,815 5 2 1 1 1 Manasota Key Street&Drainage Unit.7798 691,718,478 1,165 539,41 5 2 1 1 1 Rotonda Drainage & Waterway Maint. 1,1,183,12 51 5 2 1 1 1 Sandhill MSTU.762 18,172,96 482 127,238 5 2 1 1 1 Stump Pass/Beach Renourishment Unit.1978 8,56,62,545 3,611 1,593,43 3 3 1 1 1 West Coast Inland Navigational Dist.394 23,37,729,141 1,427,987 92,75 199,833 3 4 1 1 1 South Florida Water Management Dist.2549 188,22,229 6,79 47,971 1,26 3 4 1 1 1 SFWMD Okeechobee Basin Board.2797 188,22,229 6,79 52,638 1,26 3 4 1 1 1 SFWMD Everglades Construction Proj.894 188,22,229 6,79 16,825 1,26 3 4 1 1 1 Southwest Florida Water Management.3866 23,182,526,899 1,421,277 8,961,815 198,626 3 4 1 1 1 SWFWMD Peace River Basin Board.1827 23,182,526,899 1,421,277 4,235,188 198,626 3 4 1 1 1 Boca Grande Fire Control District.972 595,617,718 681 578,94 782 5 2 3 3 3 Heritage Oak Park Community Dev Dis 86,535,258 8 5 2 3 3 3 Riverwood Community Development Dis 242,5,54 36,335 5 2 3 3 3 Heritage Lake Park Comm Dev 54,45,159
CC-43AM rev. 1/4 Page 1 The 27 Revised Recapitulation of the Ad Valorem Assessment Rolls of Punta Gorda, Charlotte County, Florida (Every space must be filled in. Where there are spaces that are not applicable to your county, write "NONE" or "" in that space) MUNICIPALITY/SPECIAL DISTRICTS PORTION ONLY Column I Real Including Subsurface Rights Column II Personal Column III Centrally Assessed Column IV Total Just Value (193.11, F.S.) Just Value of Land Classified Agricultural (193.114(2)(d), 193.461, F.S.) 3. Just Value of Land Classified High Water Recharge (193.625, F.S.) * 4,465,89,626 181,787,31 241,462 4,647,919,119 Just Value of Conservation Easement, Environmentally Endangered Lands, Park and Outdoor Recreational Land (193.114(2)(d), 193.51, F.S.) Just Value of Pollution Control Devices (193.621, F.S.) 6. Just Value of Historic used for Commercial Purposes (193.53, F.S.) * 7. Just Value of Historically Significant (193.55, F.S.) 8. Classified Use Value of Land Classified Agricultural (193.114(2)(d), 193.461, F.S.) 9. Classified Use Value of Land Classified High-Water Recharge (193.625, F.S.) * Classified Use Value of Conservation Easement, Environmentally Endangered Lands, Park and Outdoor Recreational Land (193.114(2)(d), 193.51, F.S.) 1 Classified Use Value of Pollution Control Devices (193.621, F.S.) 1 Classified Use Value of Historic used for Commercial Purposes(193.53,F.S.)* 13. Classified Use Value of Historically Significant (193.55, F.S.) 1 Historic Exemption (196.1961, 196.1997, 196.1998, F.S.) 1 Economic Development Exemption (196.1995, F.S.) 16. Exemption for Licensed Child Care Facility in Enterprise Zone (196.95, F.S.) 17. Governmental Exemption (196.199, 196.1993, F.S.) 18. Widows/Widowers Exemption (196.22, F.S.) 19. Disability/Blind Exemption (196.81, 196.91, 196.11, 196.22, 196.24, F.S.) Institutional Exemption - Charitable, Religious, Scientific, Literary, Educational (196.196, 196.197, 196.1975, 196.1977, 196.1978, 196.198, 196.1983, 196.1985, 196.1986, 196.192, 196.1994, 196.21, 196.22, F.S.) 2 '$25, Homestead Exemption (196.31, F.S.) 2 Additional $25, Homestead Exemption Age 65 & Older (196.75, F.S.) 23. Lands Available for Taxes (197.52(7), F.S.) 2 Homestead Assessment Differential: Just Value Minus Capped Value (193.155, F.S.) 26. Disabled Veterans' Homestead Discount (s. 6(g), Art. VII, Florida Constitution) 27. Taxable Value for Operating Millages (1-2-3-4-5-6-7+8+9+1+11+12+13-14-15-16-17-18-19-2-21-22-23-24-25-26=27) 28. Net Assessed Value (1-2-3-4-5-6-7+8+9+1+11+12+13-17-2=28) 22,45,758 42, 12,149,448 37,55,981 153,646,727 716,53,35 28,45,76 15,5 1,13,951 14,18 14,18 3,343,236,344 4,225,978,887 7, 152,74,82 152,727,32 241,462 241,462 23,451,518 49, 12,164,948 38,519,932 153,646,727 716,53,35 2 Homestead Assessment Reduction for Parents or Grandparents (193.73, F.S.) 3,496,182,626 4,378,947,669 * Municipality Value ONLY, Do Not Include County Values
CC-43AM rev. 1/4 Page 2 The 27 Revised Recapitulation of the Ad Valorem Assessment Rolls of Punta Gorda, Charlotte County, Florida (Every space must be filled in. Where there are spaces that are not applicable to your county, write "NONE" or "" in that space) 3. 6. 7. Operating Taxable Value as Shown on Preliminary Tax Roll Additions to Operating Taxable value Resulting from Petitions to the VAB Deductions from Operating Taxable Value Resulting From Petitions to the VAB Subtotal (1+2-3=4) Other Additions to Operating Taxable Value Other deductions from Operating Taxable Value Operating Taxable Value Shown on Final Tax Roll (4+5-6=7) 3,522,158,96 4,64,76 3,518,94,146 21,911,52 3,496,182,626 3. 6. Reassessed Just Value of Land Designated an Area of Critical State Concern (this amount included in Line 1, Column I) 193.57,F.S. Just Value of Land Designated on Area of Critical State Concern 193.57, F.S. Just Value of Subsurface Rights (this amount included in Line 1, Column I) 193.481, F.S. Total Taxable Value for Debt Services Levies, if any Railroad Value (this amount included in Line 1, Column III) 179,126 Private Car Line Value (this amount included in Line 1, Column III) 62,336 3,496,182,626 Number of County Parcels Total Number of Real Parcels Total Number of Personal Accounts 13,55 2,374 3. Total Number of Personal Number of Homestead Assessment Reductions for Parents or Grandparents Number addtional Homestead Exemptions for Persons 65 or Older Disabled Veterans' Homestead Discount (s. 6(g). Art. VII, Florida Constitution) 1
CC-43BM rev. 3/98 CHARLOTTE COUNTY SHEET No. 1 of 1 RECAPITULATION OF TAXES AS EXTENDED ON THE 27 TAX ROLLS; MUNICIPALITIES A. B. C. D. Municipal Levy Operating Millage Millage Subject to a Cap Non-voted Millage Municipality Levying for a Dependent Special District that is Municipal Wide. Debt Service Millage Millage not Subject to a Cap Voted Millage 3. Municipality Levying for a Dependent Special District that is Less than Municipal Wide. 3. Non-Ad Valorem 3. Non-Ad Valorem 3. Non-Ad Valorem Municipal Levy Less Than Municipal Wide. Assessment Rate/Basis Assessment Rate/Basis Assessment Rate/Basis NOTICE: All independent special districts should be reported on DR-43 CC. The codes listed above are intended to describe the nature of the taxing authority and the type of millage. Enter the appropriate number in each of the four code columns. Be as descriptive as possible; separately list the various millages of each municipal taxing authority according to the characteristics coded above. Total the levies for all municipalities included herein. All dependent special districts and voter approved debt payments should be listed with the appropriate municipality. Round all amounts to the nearest whole dollar. List all non-ad valorem assessments included on the tax rolls. Codes Name of Municipality or District Millage Total Taxable Value Excluded From Total Taxes Penalties And Nature of Special Levy, If Applicable or other basis of Taxable Value Levy Pursuant to Levied Under A B C D levy 197.212, F.S. 193.72 1 1 1 1 Punta Gorda - Operating 1728 3,496,182,626 72,723 7,596,348 22,619