Harris Form 11 13 PDF Details

In the heart of Harris County, homeowners navigating the complexities of property taxes find solace and opportunities through the Harris County Application for Appraisal District Residence Homestead Exemption, known as Form 11.13. This meticulously designed document serves as a critical tool for residents seeking to reduce their property tax burden by applying for homestead exemptions. The exemptions, grounded in specific sections of the Tax Code, extend a financial reprieve by diminishing the taxable value of primary residences, tailored exclusively for property owners who both own and inhabit their homes as their principal dwelling. Compliance with the filing deadlines, running from January 1st to April 30th annually, is paramount for applicants, with extended provisions for seniors or disabled individuals. Applicants are guided through a comprehensive process that demands detailed documentation, including proof of ownership, occupancy, and identification, to validate their claims. The role of the chief appraiser is pivotal, evaluating applications with a blend of scrutiny and discretion to request further evidence if necessary, embodying the balance between regulatory oversight and facilitative support to homeowners. This initiative by the Harris County Appraisal District not only elucidates the path to potential tax savings but also embodies the broader principle of supporting community members through meticulously structured legal frameworks.

QuestionAnswer
Form NameHarris Form 11 13
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other names11 13_fill harris county application for residence homestead exemption form 1113 0114

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Harris County

Application for

Appraisal District

Residence Homestead Exemption

 

 

 

 

 

FORM 11.13 (01/14)

Account Number:

Tax Year:

 

 

 

Return to: Harris County Appraisal District, P. O. Box 922012, Houston, Texas

 

77292-2012. The district is located at 13013 Northwest Fwy, Houston, TX 77040. For

 

questions, call (713) 957-7800.

 

* NEWHS1 1 1 *

 

 

GENERAL INSTRUCTIONS: This application is for use in claiming general homestead exemptions pursuant to Tax Code Sections 11.13, 11.131, 11.132 Versions 1 and 2, and 11.432. The exemptions apply only to property that you own and occupy as your principal place of residence.

APPLICATION DEADLINES: You must file the completed application with all required documentation beginning Jan.1 and no later than April 30 of the year for which you are requesting an exemption. If you qualify for the age 65 or older or disabled persons exemption, you must apply for the exemption no later than the first anniversary of the date you qualify for the exemption.

Pursuant to Tax Code Section 11.431, you may file a late application for a residence homestead exemption, including an exemption under Tax Code Sections 11.131 and 11.132, after the deadline for filing has passed if it is filed not later than one year after the delinquency date for the taxes on the homestead.

DUTY TO NOTIFY: If the chief appraiser grants the exemption(s), you do not need to reapply annually. You must reapply if the chief appraiser requires you to do so, or if you want the exemption to apply to property not listed in this application. You must notify the chief appraiser in writing if and when your right to this exemption ends.

OTHER IMPORTANT INFORMATION

Pursuant to Tax Code Section 11.45, after considering this application and all relevant information, the chief appraiser may request additional information from you. You must provide the additional information within 30 days of the request or the application is denied. For good cause shown, the chief appraiser may extend the deadline for furnishing the additional information by written order for a single period not to exceed 15 days.

State the Year for Which You are Applying

Tax Year

Date when you began occupying the property as your principal residence

 

 

Do you own the property for which you are seeking an exemption?

Yes

No

Step 1: Ownership Information

Name of Property Owner

Mailing Address

City, State, ZIP Code

 

 

 

Phone (area code and number)

 

 

 

 

 

 

Driver's License, Personal ID Certificate, or Social Security Number*

 

Birth Date**

 

Percent Ownership in Property

 

 

 

 

 

 

Other Owner's Name(s) (if applicable)

 

Birth Date** of Spouse (if applicable)

 

Other Owner's Percent Ownership

*Pursuant to Tax Code Section 11.43(f), you are required to furnish this information. A driver’s license number, personal identification certificate number, or social security account number provided in an application for an exemption filed with a chief appraiser is confidential and not open to public inspection. The information may not be disclosed to anyone other than an employee of the appraisal office who appraises property, except as authorized by Tax Code Section 11.48(b).

**Tax Code Section 11.43(m) allows a person who receives a general homestead exemption in a tax year to receive the age 65 or older exemption for an individual 65 years of age or older in the next tax year on the same property without applying for the age 65 or older exemption if the person becomes 65 years of age in that next year as shown by information in the records of the appraisal district that was provided to the appraisal district by the individual in an application for a general residence homestead exemption.

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Application for Residence Homestead Exemption

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 2: Property Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address, City, State, ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

Legal Description (if known)

Appraisal District Account Number (if known)

Number of acres (not to exceed 20) used for residential occupancy of the structure if both the

 

 

 

 

 

structure and the land have identical ownership

 

 

acres

MANUFACTURED HOME: Make, model and identification number

 

 

 

 

 

 

 

 

 

 

 

 

Step 3: Exemption Types and Tax Limitation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Brief descriptions of qualifications for the exemptions listed are provided under each listing; however, to obtain complete information, you should consult the Tax Code. For information on the residence homestead exemptions offered by your taxing units, please call the Harris County Appraisal District at (713) 957-7800 or go to "Contact Us" at www.hcad.org.

GENERAL RESIDENCE HOMESTEAD EXEMPTION (Tax Code Section 11.13): You may qualify for this exemption if for the current year

and, if filing a late application, for the year for which you are seeking an exemption: (1) you owned this property on January 1; (2) you occupied it as your principal residence on January 1; and (3) you and your spouse do not claim a residence homestead exemption on any

other property.

DISABLED PERSON EXEMPTION (Tax Code Section 11.13(c), (d)): You may qualify for this exemption if you are under a disability for purposes of payment of disability insurance benefits under Federal Old-Age, Survivors, and Disability Insurance. You can’t receive an age 65 or older exemption if you receive this exemption.

AGE 65 OR OLDER EXEMPTION (Tax Code Section 11.13(c), (d)): You may qualify for this exemption if you are 65 years of age or older. You may qualify for the year in which you become age 65. You cannot receive a disability exemption if you receive this exemption.

SURVIVING SPOUSE OF INDIVIDUAL WHO QUALIFIED FOR AGE 65 OR OLDER EXEMPTION UNDER TAX CODE Section 11.13(d) (Tax Code Section 11.13(q)): You may qualify for this exemption if: (1) your deceased spouse died in a year in which he or she qualified for the exemption under Tax Code Section 11.13(d); (2) you were 55 years of age or older when your deceased spouse died; and

(3)the property was your residence homestead when your deceased spouse died and remains your residence homestead. You can’t receive this exemption if you receive an exemption under Tax Code Section 11.13(d).

Name of Deceased Spouse

Date of Death

100% DISABLED VETERANS EXEMPTION (Tax Code Section 11.131):

You may qualify for this exemption if you are a disabled veteran who receives from the United States Department of Veterans Affairs or its successor: (1) 100 percent disability compensation due to a service-connected disability; and (2) a rating of 100 percent disabled or individual unemployability.

SURVIVING SPOUSE OF DISABLED VETERAN WHO QUALIFIED FOR THE 100% DISABLED VETERAN’S EXEMPTION (Tax Code

Section 11.131): You may qualify for this exemption if you were married to a disabled veteran who qualified for an exemption under Tax

Code Section 11.131 at the time of his or her death and: (1) you have not remarried since the death of the disabled veteran and (2) the property was your residence homestead when the disabled veteran died and remains your residence homestead.

Name of Deceased Spouse

Date of Death

DONATED RESIDENCE HOMESTEAD OF PARTIALLY DISABLED VETERAN (Tax Code Section 11.132, Version 1): You may qualify for this exemption if you are a disabled veteran with a disability rating of less than 100 percent and your residence homestead was donated to you by a charitable organization at no cost to you. Please attach all documents to support your request.

Percent Disability Rating

SURVIVING SPOUSE OF DISABLED VETERAN WHO QUALIFIED FOR THE DONATED RESIDENCE HOMESTEAD EXEMPTION

(Tax Code Section 11.132, Version 1): You may qualify for this exemption if you were married to a disabled veteran who qualified for an

exemption under Tax Code Section 11.132 at the time of his or her death and: (1) you have not remarried since the death of the disabled veteran and (2) the property was your residence homestead when the disabled veteran died and remains your residence homestead. Please attach all documents to support your request.

Name of Deceased Spouse

Date of Death

SURVIVING SPOUSE OF MEMBER OF ARMED FORCES KILLED IN ACTION (Tax Code Section 11.132, Version 2): You may qualify for this exemption if you are the surviving spouse of a member of the United States armed services who is killed in action and you have

not remarried since the death of the member of the armed services. Please attach all documents to support your request.

11.13 (01/2014)

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Application for Residence Homestead Exemption

Check if you seek to transfer a tax limitation from your previous residence homestead as provided by Tax Code Section 11.26(h) or 11.261(h). Address of last residence homestead:

Previous Residence Address, City, State, ZIP Code

Step 4: Application Documents

Attach a copy of your driver's license or state-issued personal identification certificate. The address listed on your driver's license or state-issued personal identification certificate must correspond to the address of the property for which an exemption is claimed in this application. In certain cases, you are exempt from these requirements or the chief appraiser may waive the requirements.

Indicate if you are exempt from the requirement to provide a copy of your driver's license or state-issued personal identification certificate:

I am a resident of a facility that provides services related to health, infirmity, or aging.

Name and Address of Facility

I am certified for participation in the address confidentiality program administered by the Office of the Texas Attorney General under Subchapter C, Chapter 56, Code of Criminal Procedure.

Indicate if you request that the chief appraiser waive the requirement that the address of the property for which the exemption is claimed corresponds to the address listed on your driver's license or state-issued personal identification certificate:

I am an active duty member of the armed services of the United States or the spouse of an active duty member. Attached are: (1) a copy of my military identification card (or that of my spouse); and (2) a copy of a utility bill for the property subject to the claimed exemption in my name or my spouse's name.

I hold a driver's license issued under Section 521.121(c) or 521.1211, Transportation Code. Attached is a copy of the application for that license from the Texas Department of Transportation.

For an AGE 65 OR OLDER OR DISABLED exemption:

In addition to the information identified above, an applicant for an age 65 or older or disabled exemption who is not specifically identified on a deed or other instrument recorded in the applicable real property records as an owner of the residence homestead must provide an affidavit (see last page) or other compelling evidence establishing the applicant’s ownership of an interest in the homestead.

For a 100% DISABLED VETERAN exemption:

In addition to the information identified above, an applicant for a 100% disabled veteran's exemption or the surviving spouse of a disabled veteran who qualified for the 100% disabled veteran's exemption must provide documentation from the United States Department of Veterans Affairs or its successor indicating that the veteran received 100 percent disability compensation due to a service-connected disability and had a rating of 100 percent disabled or individual unemployability.

For MANUFACTURED HOMES:

For a manufactured home to qualify for a residence homestead, applicant must provide:

1)a copy of the statement of ownership and location for the manufactured home issued by the Texas Department of Housing and Community Affairs showing that the applicant is the owner of the manufactured home;

2)a copy of the purchase contract or payment receipt showing that the applicant is the purchaser of the manufactured home; or

3)a sworn affidavit (see last page) by the applicant indicating that:

a)the applicant is the owner of the manufactured home;

b)the seller of the manufactured home did not provide the applicant with a purchase contract; and

c)the applicant could not locate the seller after making a good faith effort.

Step 5: Statement Regarding Cooperative Housing

Do you have an exclusive right to occupy this unit because you own stock in a cooperative housing corporation?

Yes

No

 

 

 

Step 6: Affirmation and Signature

 

 

 

 

 

By signing this application, you state that the facts in this application are true and correct, that you do not claim a residence homestead exemption on another residence homestead in Texas and that you do not claim a residence homestead exemption on a residence homestead outside of Texas. Your signature on this application constitutes a sworn statement that you have read and understand the Notice Regarding Penalties for Making or Filing an Application Containing a False Statement.

"I,

 

,have not claimed another residence homestead

Printed Name of Property Owner

exemption in Texas or another state, and all information provided in this application is true and correct."

sign here

Signature of Property Owner or Person Authorized to Sign the Application*Date

*Only a person with a valid power of attorney or other court-ordered designation is authorized to sign the application on behalf of the property owner.

NOTICE REGARDING PENALTIES FOR MAKING OR FILING AN APPLICATION CONTAINING A FALSE STATEMENT: If you make a false statement on this form, you could be found guilty of a Class A misdemeanor or a state jail felony under Penal Code Section 37.10.

11.13 (01/2014)

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Application for Residence Homestead Exemption

Affidavits: Complete and have notarized, if applicable (See Step 4).

AFFIDAVIT FOR PERSONS WHO ARE AGE 65 OR OLDER OR HAVE QUALIFYING DISABILITIES

STATE OF TEXAS

COUNTY OF

Before me, the undersigned authority, personally appeared who, being by me duly sworn, deposed as follows:

“My name is. I am over 18 years of age and I am otherwise fully competent to make this affidavit. I have personal knowledge of the facts contained herein and all of same are true and correct. I meet the qualifications for a residence homestead exemption under Tax Code Section 11.13(c) or (d) and am not specifically identified on a deed or other appropriate instrument recorded in the applicable real property records as an owner of the residence homestead indentified in this application. I am a legal owner of the property with a community property interest.

Further, Affiant sayeth not.”

Signature of Affiant

SUBSCRIBED AND SWORN TO before me this, the

 

 

 

 

 

day of

 

 

,

 

 

 

 

 

 

 

 

 

Notary Public in and for the State of Texas

 

 

 

 

My Commission expires:

 

 

 

AFFIDAVIT FOR PERSONS WHO ARE 65 OR OLDER OR HAVE QUALIFYING DISABILITIES

STATE OF TEXAS

COUNTY OF

Before me, the undersigned authority, personally appeared who, being by me duly sworn, deposed as follows:

“My name is. I am over 18 years of age and I am otherwise fully competent to make

this affidavit. I have personal knowledge of the facts contained herein and all of same are true and correct. I meet the qualifications for a residence homestead exemption under Tax Code Section 11.13(c) or (d) and am not specifically identified on a deed or other appropriate instrument recorded in the applicable real

property records as an owner of the residence homestead indentified in this application. I am a legal owner and own

 

percent of the property.

Further, Affiant sayeth not.”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of Affiant

SUBSCRIBED AND SWORN TO before me this, the

 

 

 

day of

 

 

,

 

 

Notary Public in and for the State of Texas

My Commission expires:

MANUFACTURED HOME AFFIDAVIT

STATE OF TEXAS

COUNTY OF

Before me, the undersigned authority, personally appeared who, being by me duly sworn, deposed as follows:

“My name is. I am over 18 years of age and I am otherwise fully competent to make this affidavit. I have personal knowledge of the facts contained herein and all of same are true and correct. I am the owner of the manufactured home identified in the foregoing exemption application. The seller of the manufactured home did not provide me with a purchase contract and I could not locate the seller after making a good faith effort.

Further, Affiant sayeth not.”

Signature of Affiant

SUBSCRIBED AND SWORN TO before me this, the

 

 

 

 

 

day of

 

 

,

 

 

 

 

 

 

 

 

 

Notary Public in and for the State of Texas

 

 

 

 

My Commission expires:

 

 

 

11.13 (01/2014)

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