I co-owned my parent's condo in Columbus, Ohio, since 1991, but only my father and I were on the deed and mortgage. He passed away in 1995, so only my name remained on the deed (I had already paid off the mortgage). My mother continued to live there until she passed a way in 2013. I was recently informed by Sarasota Co., Florida, that my homeowner's exemption
there was being denied because I had received the 2.5% owner-occupancy credit in Ohio.
JA: Because real estate law varies from place to place, can you tell me what state this is in?
JA: Has anything been filed or reported?
Customer: I just got off the phone with Franklin Co Auditors who said that the credit should not have been given since my Dad's passing in 1995. Now I'm trying to figure out how much I will own and if there is a way to waive penalties, etc. I never requested the exemption, but it was clearly missed when the deed was redone with his passing. For now I've just asked them to remove the credit from 2013 when my mother passed away.
JA: Anything else you want the lawyer to know before I connect you?
Customer: The auditor's office said she had never seen one missed for 20 years like this and didn't know what the outcome would be.