Certificate of Trust – Osceola County, FL

The Certificate of Trust is an Osceola County Property Appraiser form on which an attorney certifies that named persons are entitled to use and occupy real property as an equitable life estate under a named trust, giving sufficient title to claim Homestead exemption.

The certification text cites the Rules of the State of Florida, Department of Revenue, Division of Ad Valorem Tax, Chapter 12D-7.011 (AGO 94-50). The form identifies the property by parcel identification number and legal description, and it names the trust and the date of the trust.

The page is built in three parts. The first is the attorney's certification, with the attorney's license number, signature and printed name. The second is a customer signature section: each customer gives a Social Security number, signs and prints a name, and the form has room for two customers. The third is a notary acknowledgment with State and County, the day, month and year, the name of the person acknowledging, how that person is identified, the notary's signature, seal and printed name.

The form belongs to the Osceola County Property Appraiser, whose office address, telephone number and email are printed at the bottom. It is a certification for a Homestead exemption claim and is not itself a Homestead exemption application.

The form is for an attorney and the customers (the persons who hold the right to use and occupy the property) when the property is held in a trust and the customers want to claim Homestead exemption as holders of an equitable life estate.

• The attorney completes the certification: the name of the attorney, the persons entitled to the use and occupancy, the name and date of the trust, the parcel identification, the attorney's license number, signature and printed name.
• The customers each give a Social Security number, sign and print their name. The form has two customer lines.
• A notary public completes the acknowledgment at the bottom of the form.

The form is not for property that is not held under a trust, and it says nothing about who may sign for someone else. Questions about whether your situation needs this certificate go to the Osceola County Property Appraiser at (407) 742-5000 or [email protected].

The form has no due date of its own. It is used when someone claims Homestead exemption on real property held under a trust, because it states that the persons named have sufficient title to make that claim. Prepare it when that claim is made and before you deliver it to the Property Appraiser.

Allow time for the signatures. The attorney, each customer and a notary public must all complete their blocks, and the notary acknowledgment records the date on which the instrument was acknowledged. For any filing deadline that applies to the Homestead exemption itself, contact the Osceola County Property Appraiser at (407) 742-5000.

The form prints no submission channel; it gives only the office's contact details, so confirm how the Osceola County Property Appraiser wants to receive it before sending it.

• Office address: 2505 E Irlo Bronson Memorial Hwy, Kissimmee, FL 34744.
• Telephone: (407) 742-5000.
• Email: [email protected].
• Website: PROPERTY-APPRAISER.ORG.

Before you send the form, check that it is complete: attorney's license number and signature, each customer's Social Security number and signature, and the notary's signature and seal. FillingPDF lets you fill out and download the PDF; submission follows the Property Appraiser's channels.