"Historic Site Tax Exemption Application" - City of Fort Worth, Texas

Historic Site Tax Exemption Application is a legal document that was released by the Planning and Development Department - City of Fort Worth, Texas - a government authority operating within Texas. The form may be used strictly within City of Fort Worth.

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HISTORIC SITE TAX EXEMPTION APPLICATION
HISTORIC AND CULTURAL LANDMARKS COMMISSION
200 TEXAS STREET
CITY OF FORT WORTH, TX 76102
(817) 392-8000 / Fax: (817) 392-8016
2022 Application Deadline ................ HCLC Meeting Date
2022 Application Deadline ................ HCLC Meeting Dates
December 20
January 10
June 20..........................................................................July 11
..
July 18 .............................................................. ......August 08
January 17 ..........................................................Febuary14
Febuary 21 ...................................................... .......March 14
August 15...........................................................September 12
March 21.....................................................................April 11
September 19.....................................................
October 10
October 17... ................................................... ..November 14
April 18....................................................................... May 09
May 16......................................................................... June13
November 21.………..................................December 12,2022
How do I obtain the Historic Site Tax Exemption?
The Historic Site Tax Exemption (HSTE) involves a two-part process that requires approval by the Historic Preservation
Officer before the project is started, and final verification by the HCLC and the City Council upon completion of the project.
st
The Tax Exemption will go into effect January 1
of the year following City Council verification. The Tax Exemption freezes
the taxable ceiling of the land and improvements at the pre-renovation values for the purpose of assessing City of Fort Worth
taxes. The
exemption period is ten (10) years. Application to the Tarrant Appraisal District must be made by the property
owner each year of the exemption.
Eligibility for the Tax Exemption requires that an investment equal to or greater than 20% of the assessed valuation of the
improvements be spent on rehabilitation. The HPO or HCLC must approve all work requiring a Certificate of Appropriateness
in advance. An application for a historic site tax exemption must be received and approved by the HPO prior to the
commencement of treatment to be eligible to receive the historic site tax exemption. Failure to meet this requirement
will bar eligibility for a historic site tax exemption.
Step 1: Partial Approval
An application may initiate the application process for a historic site tax exemption by submitting a fully completed and
signed application to the HPO. The application for a historic site tax exemption must be submitted prior to commencement
of treatment. An application for a historic site exemption may be processed concurrently with an application for any COA
for the same structure. Once an application for a historic site tax exemption is deemed complete by the HPO, the HPO will
send the property owner a letter that sets forth the date that the HPO determined the application to be complete, the
base-year taxable value, the projected term of the historic site tax exemption, and the deadline for completion of
substantial treatment.
Step 2: Verification
Upon completion of the stabilization or rehabilitation project, the applicant shall return the documents listed on the HSTE
page of the application to the HCLC for verification. If the verification of completion is favorable, the HCLC shall forward
your application to the City Council for verification approval. Once verified, City staff notifies the Tarrant Appraisal District
of the tax exemption to begin on January 1 of the following year.
If the verification of completion is unfavorable, you shall be required to complete the project in order to secure the HSTE; your
application will be returned for consideration of approval after all work has been completed.
NOTE: Upon verification of the HSTE, a signed and notarized copy of the City of Fort Worth form “Notice of Historic
Site Tax Exemption” shall be filed in the office of the Tarrant County Clerk before the City shall grant the
HSTE.
ACKNOWLEDGEMENTS
I certify that the above information is correct and complete to the best of my knowledge and ability and that I am now or will be
fully prepared to present the above application to the Historic and Cultural Landmarks Commission public hearing. I
understand that if I am not present or represented at the public hearing, the Landmarks Commission may continue or
disapprove/deny the application. I authorize members of the Landmarks Commission and officers of the city to visit and inspect
the property.
I understand that there are two steps to receiving the Historic Site Tax Exemption. The first step is submitting the Historic Site
Tax Exemption and Certificate of Appropriateness applications to the Historic Preservation Officer prior to starting
rehabilitation. I understand that required permits and inspections must be obtained from the Planning Department. The second
step in receiving the tax exemption occurs upon completion of the project. I am responsible for submitting the required
documentation to the Planning Department for verification of the project’s completion by the Landmarks Commission and the
City Council.
I agree to provide any additional information necessary for determining eligibility as requested by the Planning Department, the
Landmarks Commission or City Council.
Owner/Agent: ____________________________________________ Date: ____________________
Si nesecita un traductor, por favor marque aqui _____. Se proporcionara un traductor sin costo para usted.
HISTORIC SITE TAX EXEMPTION APPLICATION
HISTORIC AND CULTURAL LANDMARKS COMMISSION
200 TEXAS STREET
CITY OF FORT WORTH, TX 76102
(817) 392-8000 / Fax: (817) 392-8016
2022 Application Deadline ................ HCLC Meeting Date
2022 Application Deadline ................ HCLC Meeting Dates
December 20
January 10
June 20..........................................................................July 11
..
July 18 .............................................................. ......August 08
January 17 ..........................................................Febuary14
Febuary 21 ...................................................... .......March 14
August 15...........................................................September 12
March 21.....................................................................April 11
September 19.....................................................
October 10
October 17... ................................................... ..November 14
April 18....................................................................... May 09
May 16......................................................................... June13
November 21.………..................................December 12,2022
How do I obtain the Historic Site Tax Exemption?
The Historic Site Tax Exemption (HSTE) involves a two-part process that requires approval by the Historic Preservation
Officer before the project is started, and final verification by the HCLC and the City Council upon completion of the project.
st
The Tax Exemption will go into effect January 1
of the year following City Council verification. The Tax Exemption freezes
the taxable ceiling of the land and improvements at the pre-renovation values for the purpose of assessing City of Fort Worth
taxes. The
exemption period is ten (10) years. Application to the Tarrant Appraisal District must be made by the property
owner each year of the exemption.
Eligibility for the Tax Exemption requires that an investment equal to or greater than 20% of the assessed valuation of the
improvements be spent on rehabilitation. The HPO or HCLC must approve all work requiring a Certificate of Appropriateness
in advance. An application for a historic site tax exemption must be received and approved by the HPO prior to the
commencement of treatment to be eligible to receive the historic site tax exemption. Failure to meet this requirement
will bar eligibility for a historic site tax exemption.
Step 1: Partial Approval
An application may initiate the application process for a historic site tax exemption by submitting a fully completed and
signed application to the HPO. The application for a historic site tax exemption must be submitted prior to commencement
of treatment. An application for a historic site exemption may be processed concurrently with an application for any COA
for the same structure. Once an application for a historic site tax exemption is deemed complete by the HPO, the HPO will
send the property owner a letter that sets forth the date that the HPO determined the application to be complete, the
base-year taxable value, the projected term of the historic site tax exemption, and the deadline for completion of
substantial treatment.
Step 2: Verification
Upon completion of the stabilization or rehabilitation project, the applicant shall return the documents listed on the HSTE
page of the application to the HCLC for verification. If the verification of completion is favorable, the HCLC shall forward
your application to the City Council for verification approval. Once verified, City staff notifies the Tarrant Appraisal District
of the tax exemption to begin on January 1 of the following year.
If the verification of completion is unfavorable, you shall be required to complete the project in order to secure the HSTE; your
application will be returned for consideration of approval after all work has been completed.
NOTE: Upon verification of the HSTE, a signed and notarized copy of the City of Fort Worth form “Notice of Historic
Site Tax Exemption” shall be filed in the office of the Tarrant County Clerk before the City shall grant the
HSTE.
ACKNOWLEDGEMENTS
I certify that the above information is correct and complete to the best of my knowledge and ability and that I am now or will be
fully prepared to present the above application to the Historic and Cultural Landmarks Commission public hearing. I
understand that if I am not present or represented at the public hearing, the Landmarks Commission may continue or
disapprove/deny the application. I authorize members of the Landmarks Commission and officers of the city to visit and inspect
the property.
I understand that there are two steps to receiving the Historic Site Tax Exemption. The first step is submitting the Historic Site
Tax Exemption and Certificate of Appropriateness applications to the Historic Preservation Officer prior to starting
rehabilitation. I understand that required permits and inspections must be obtained from the Planning Department. The second
step in receiving the tax exemption occurs upon completion of the project. I am responsible for submitting the required
documentation to the Planning Department for verification of the project’s completion by the Landmarks Commission and the
City Council.
I agree to provide any additional information necessary for determining eligibility as requested by the Planning Department, the
Landmarks Commission or City Council.
Owner/Agent: ____________________________________________ Date: ____________________
Si nesecita un traductor, por favor marque aqui _____. Se proporcionara un traductor sin costo para usted.
HISTORIC SITE TAX EXEMPTION APPLICATION
HISTORIC AND CULTURAL LANDMARKS COMMISSION
200 TEXAS STREET
CITY OF FORT WORTH, TX 76102
(817) 392-8574 / Fax: (817) 392-8016
HISTORIC PROPERTY
Street & Number: ______________________________________________________________________________________
Zoning: _____ HSE (Highly Significant Endangered)
_____ HC (Historic & Cultural Landmark)
PROPERTY OWNER / AGENT
Owner’s Name: __________________________________________ Phone Number: _____________________________
Mailing Address: _______________________________________________________________________________________
City: ________________________________________________________ State: ________ Zip Code: _______________
Email: _______________________________________________________________________________________________
Agent (if any): __________________________________________ Phone Number: _____________________________
Mailing Address: _______________________________________________________________________________________
City: ________________________________________________________ State: ________ Zip Code: _______________
Email: _______________________________________________________________________________________________
PROJECT INFORMATION
Required 20% Expenditure: $_________________________
Estimated Expenditures: $_________________________
Projected Completion Date: ________/________/________________
REQUIRED DOCUMENTS WITH HSTE APPLICATION
Project Description
Signed Application
Photographs of current conditions
Statement of costs equal to or exceeding 20% of the improvement values
REQUIRED DOCUMENTS UPON COMPLETION OF HSTE WORK
Signed Application
Photographs of finished project
Copies of all receipts for eligible project costs
Proof of final inspection by the Planning Department
Proof that a Certificate of Occupancy has been issued (if applicable)
DESCRIPTION OF WORK
Please describe in detail the work you intend to complete. If necessary, continue on an additional sheet.
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
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