HomeMy WebLinkAboutAgenda - 08-17-1999 - 8ei
ORANGE COUNTY
BOARD OF COMMISSIONERS
Action Agenda
Item No. g-~
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 17, 1999
SUBJECT: Property Tax Refunds
DEPARTMENT: Assessor's Office
ATTACHMENT(S):
Resolution
Tax Refund Requests
PUBLIC HEARING: (Y/N)
Chapel Hill 968-4501
Durham 688-7331
Mebane 227-2031
INFORMATION CONTACT:
John Smith, Jr.
TELEPHONE NUMBERS: - -ext. 2191
Hillsborough 732-8181
PURPOSE: To Consider adoption of refund resolution related to 15 requests for property tax
refunds.
BACKGROUND: General Statute 105-381(b), "Action of Governing Body" provides that "Upon
receiving a taxpayer's written statement of defense and request for release or refund, the governing
body of the Taxing Unit shall within 90 days after receipt of such a request determine whether the
taxpayer has a valid defense to the tax imposed or any part thereof and shall either release or refund
that portion of the amount that is determined to be in excess of the correct liability or notify the
taxpayer in writing that no release or refund will be made".
For classified motor vehicles, GS 105-330(B) allows for a full or partial refund when a tax has been
paid and pending appeal is decided in owners favor.
FINANCIAL IMPACT: Approving these refund requests will result in refunds amounting to
$5,685.
RECOMMENDATON(S): The Manager recommends that the Board approve the attached
resolution approving 15 property tax refund requests in accordance with N.C. General Statute 105-
381,and/or G.S. 105-330.2(B).
NORTH CAROLINA
ORANGE COUNTY
REFUND RESOLUTION (Approval)
Whereas, North Carolina General Statutes 105-381 and/or 330.2(B) allows for the refund of taxes
when the Boazd of County Commissioners determines that a taxpayer applying for the refund has a valid
defense to the tax imposed; and
Whereas, the properties listed in each of the attached "Request for Property Tax Refunds" has
been taxed and the tax has been collected: and
Whereas, as to each of the properties listed in the Request for Property Tax Refunds, the taxpayer
has timely applied in writing for a refund of the tax imposed and has presented a valid defense to the tax
imposed as indicated on the Request for Property Tax Refunds.
NOW, THEREFORE, IT IS RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF ORANGE COUNTY THAT the recommended property tax refund(s) are
approved.
Upon motion duly made and seconded, the foregoing resolution was passed by the following
votes:
Ayes: Commissioners
Noes:
I, Beverly A. Blythe, Clerk to the Boazd of Commissioners for the County of Orange, North
Carolina, DO HEREBY CERTIFY that the foregoing has been cazefully copied from the recorded minutes
of the Board of Commissioners for said County at a regular meeting of said Board held on
said record having been made in the Minute Book of the minutes of said Boazd,
and is a true copy of so much of said proceedings of said Board as relates in any way to the passage of the
resolution described in said proceedings.
WITNESS my hand and the corporate seal of said County, this day of
199
2
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Clerk to the Boazd of Commissioners
3
;~~=.~_
~~ REQUEST
y
FOR PRQPERTY TAX REFUND
Map Nbr: 6.13..48
Tract Nbr: 655976
Account Nbr: 215740
Rate Code: 10
Name: A.M. Properties
Address: c/o William D. Rogers
1201 F. Raleigh Rd, Suite 123
Chapel Hill, NC 27514
Action Requested: Request property tax refund for 1998.
Recommendation: Approve total property tax refund of $ 389.86
Explanation: House was picked up as though it were partially complete on 1/1/98.
Appraiser estimated based on permit and similar house next door that was partially
complete. In fact, although the permit had been issued, construction had not begun on
1 /1 /98 and has not been started to date. Request refund for taxes paid on house.
Reference: General Statute 105-381(a)(1)b. An illegal tax..
4
~Q[rEST
FOR PROPERTY TAX REFUND
Map Nbr: 6.13..49
Tract Nbr: 655977
Account Nbr: 215741
Rate Code: 10
Name: A.M. Properties
Address: c/o William D. Rogers
1201 F. Raleigh Rd, Suite 123
Chapel Hill, NC 27514
Action Requested: Request property tax refund for 1998.
Recommendation: Approve total property tax refund of $ 389.86
Explanation: House was picked up as though it were partially complete on 1/1/98.
Appraiser estimated. based on permit and similar house next door that was partially
complete. In fact, although the permit had been issued, construction had not begun on
1 / 1 /98 and has not been started to date. Request refund for taxes paid on house.
Reference: General Statute 105-381(a)(1)b. An illegal tax..
5
:~ REQUEST
~h+.
FOR FR~PERTY TAX REFL;f ND
Map Nbr: 7.12X..25
Tract Nbr: 740567
Account Nbr: 198528
Rate Code: 22
Name: Daniel Eskenazi
Address: 105 Marin Place
Chapel Hill, NC 27516
Action Requested: Request property tax refund for 1998.
Recommendation: Approve total property tax refund of $ 37.14
Explanation: 1998 valuation of property was reduced from $198,276 to $196,000 by
N.C. Property Tax Commission decision based on 1998 appeal. Request refund for
one (1) year only.
Reference: General Statute 105-290(b)(3). Property Tax Commission decision.
6
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~Q~~T
max,: ~ :~` FOR PROPERTY TAX REFUND
Map Nbr: 7.41A.B.6
Tract Nbr: 715449
Account Nbr: 23511
Rate Code: 22
Name: Jaroslav F. Hulka
Address: 2317 Honeysuckle Rd.
Chapel Hill, NC 27514-1716
Action Requested: Request property tax refund for 1994 - 1998.
Recommendation: Approve total properly tax refund of $ 499.68
Explanation: Owner provided evidence that a swimming pool had been removed in
1987. Pool was valued at $6,000. Request property tax refund for value of pool for
five (5) years. Five years is the maximum period of time allowed by N.C. General
Statutes for property tax refunds.
Reference: General Statute 105-381(a) (1)b. An illegal tax.
7
~~"
~~~ RE(~LTE~T
FOR PROPERTY TAX REFUND
Map Nbr: 7.52B.D.20
Tract Nbr: 708657
Account Nbr: 26303
Rate Code: 22
Name: William McDonald, Jr.
& Kathryn
Address: 414 Landerwood Lane
Chapel Hill, NC 27514
Action Requested: Request property tax refund for 1994 - 1998.
Recommendation: Approve total property tax refund of $ 83.28
Explanation: Owner was taxed for a shed valued at $1,000 which he states he has
never owned. Field appraiser verified there was no shed on the subject property. Tax
records indicate owner was taxed for shed for at least the past 5 years. Request refund
for 5 years, which is the maximum number of years allowed by N.C. General Statutes
governing property tax refunds.
Reference: General Statute 1 OS-3 81(a)(1)b. An illegal tax.
`~ °'~ REQUEST
;~_
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~' ~ FOR PROPERTY TAX REFUND
Map Nbr: 6.38..7C
Tract Nbr: 645875
8
~~
Account Nbr: 178289
Rate Code: O1
Name: Kelly L. Madren
Address: 3300 Old Greensboro Rd.
Chapel Hill, NC 27516
Action Requested: Request property tax refund for 1994 - 1998.
Recommendation: Approve total property tax refund of $ 393.45
Explanation: Owner was taxed on an old farmhouse, which she states was never on
her property. Field appraiser verified there is no farmhouse on property. Tax records
indicate owner was taxed for at least the past five years. Request property tax refund
for 5 years, the maximum allowed by N.C. General Statutes. Tax value of farmhouse
for 1994 -1966 was $7,949. Tax value for 1997 -1998 was $8,404.
Reference: General Statute 105-381(a)(1)b. An illegal tax.
9
~~ REQUEST
~: -A
F 4R PRC}PERTY TAX REFI;~ND
Map Nbr: 7.117..26E
Tract Nbr: 715317
Account Nbr: 126510
Rate Code: 02
Name: Tim R. Calland
Address: 111 High Hickory Rd.
Chapel Hill, NC 27516
Action Requested: Request property tax refund for 1994 - 1998.
Recommendation: Approve total property tax refund of $ 221.68
Explanation: Owner had a new survey recorded in 1987, which indicated the size of
his tract was actually 2.87 acres rather than 3.41 acres, which he was being taxed on.
The change in acreage size was missed by Land Records until recently and corrected
for 1999. Request property tax refund for five (5) yeazs, the maximum allowed by
N.C. General Statutes governing property taxes.
Reference: General Statute 105-3 81(a)(1)b. An illegal tax.
io ,
- _ REQUEST
FOR PROPERTY TAX REFUND
Map Nbr: 7.128.B.20Q
Tract Nbr: 746655
Account Nbr: 183516
Rate Code: 17
Name: Sun Forest Systems, Inc.
Address: c/o Thomas Higgins,III
P.O. Box Drawer 2869
Chapel Hill, NC 27515
Action Requested: Request property tax refund for 1996.
Recommendation: Approve total property tax refund of $ 320.28
Explanation: Sun Forest Systems, Inc. owned property in 1996 that was divided by
the Orange County line. Both Orange County and Chatham County billed Sun Forest for
that portion of each tract located in Chatham County. Orange County has now agreed
that Chatham County.had the authority to tax that portion of each tract located in their
county. Since tax notices have already been paid in Orange County, this is a refund
request for 1996 on above referenced property.
Reference: General Statute 105-381(a)(1)b. An illegal tax.
1'!
REQUEST
FOR. PROPERTY TAX REFUND
Map Nbr: 7.128.B.20N
Tract Nbr: 746653
Account Nbr: 201557
Rate Code: 17
Name: Sun Forest Systems, Inc.
Address: c/o Thomas Higgins,III
P.O. Box Drawer 2869
Chapel Hill, NC 27515
Action Requested: Request property tax refund for 1996.
Recommendation: Approve total property tax refund of $ 783.83
Explanation: Sun Forest Systems, Inc. owned property in 1996 that was divided by
the Orange County line. Both Orange County and Chatham County billed Sun Forest for
that portion of each tract located in Chatham County. Orange County has now agreed
that Chatham County-had the authority to tax that portion of each tract located in their
county. Since tax notices have already been paid in Orange County, this is a refund
request for 1996 on above referenced property.
Reference: General Statute 105-381(a)(1)b. An illegal tax.
12
~QvEST
FOR PROPERTY TAX REFUND
Map Nbr: 7.128.B.20
Tract Nbr: 746649
Account Nbr: 201556
Rate Code: 17
Name: Sun Forest Systems, Inc.
Address: c/o Thomas Higgins,III
P.O. Box Drawer 2869
Chapel Hill, NC 27515
Action Requested: Request property tax refund for 1996.
Recommendation: Approve total property tax refund of $ 1,005.40
Explanation: Sun Forest Systems, Inc. owned property in 1996 that was divided by
the Orange County line. Both Orange County and Chatham County billed Sun Forest for
that portion of each tract located in Chatham County. Orange County has now agreed
that Chatham County-had the authority to tax that portion of each tract located in their
county. Since tax notices have already been paid in Orange County, this is a refund
request for 1996 on above referenced property.
Reference: General Statute 105-381(a)(1)b. An illegal tax.
13
~L
REQUEST
- FaR PRQPERTY TAX REFUND
Map Nbr: 7.128.B.57
Tract Nbr: 754116
Account Nbr: 222695
Rate Code: 17
Name: Sun Forest Systems, Inc.
Address: c/o Thomas Higgins,III
P.O. Box Drawer 2869
Chapel Hill, NC 27515
Action Requested: Request property tax refund for 1997 & 1998.
Recommendation: Approve total property tax refund of $ 952.27
Explanation: Sun Forest Systems, Inc. owned property in 1997 and 1998 that was
divided by the Orange County line. Both Orange County and Chatham County billed
Sun Forest for that portion of each tract located in Chatham County. Orange County has
now agreed that Chatham County had the authority to tax that portion of each tract
located in their county. Since tax notices have already been paid in Orange County for
both years, this is a refund request for 1997 & 1998 on above referenced property.
Reference: General Statute 105-381(a)(1)b. An illegal tax.
14
REQUEST
FOR PROPERTY TAX REFi JND
Map Nbr: 7.128.B.50
Tract Nbr: 754109
Account Nbr: 225883
Rate Code: 17
Name: Sun Forest Systems, Inc.
Address: c/o Thomas Higgins,III
P.O. Box Drawer 2869
Chapel Hill, NC 27515
Action Requested: Request property tax refund for 1997 & 1998.
Recommendation: Approve total property tax refund of $ 262.28
Explanation: Sun Forest Systems, Inc. owned property in 1997 and 1998 that was
divided by the Orange County line. Both Orange County and Chatham County billed
Sun Forest for that portion of each tract located in Chatham County. Orange County has
now agreed that Chatham County had the authority to tax that portion of each tract
located in their county. Since tax notices have already been paid in Orange County for
both yeazs, this is a refund request for 1997 & 1998 on above referenced property.
Reference: General Statute 105-381(a)(1)b. An illegal tax.
15
REQtrEST
FOR PROPERTY TAX REFUND
Map Nbr: 7.128.8.51
Tract Nbr: 754110
Account Nbr: 224821
Rate Code: 17
Name: Sun Forest Systems, Inc.
Address: c/o Thomas Higgins,III
P.O. Box Drawer 2869
Chapel Hill, NC 27515
Action Requested: Request property tax refund for 1997 & 1998.
Recommendation: Approve total property tax refund of $ 91.58.
Explanation: Sun Forest Systems, Inc. owned property in 1997 and 1998 that was
divided by the Orange County line. Both Orange County and Chatham County billed
Sun Forest for that portion of each tract located in Chatham County. Orange County has
now agreed that Chatham County had the authority to tax that portion of each tract
located in their county. Since tax notices have already been paid in Orange County for
both years, this is a refund request for 1997 & 1998 on above referenced property.
Reference: General Statute 105-381(a)(1)b. An illegal tax.
16
Map Nbr: 7.128.B.47
Tract Nbr: 754106
Account Nbr: 222688
Rate Code: 17
Name: Sun Forest Systems, Inc.
Address: c/o Thomas Higgins,II1
P.O. Box Drawer 2869
Chapel Hill, NC 27515
Action Requested: Request property tax refund for 1997 & 1998.
Recommendation: Approve total property tax refund of $ 122.41
Explanation: Sun Forest Systems, Inc. owned property in 1997 and 1998 that was
divided by the Orange County line. Both Orange County and Chatham County billed
Sun Forest for that portion of each tract located in Chatham County. Orange County has
now agreed that Chatham County had the authority to tax that portion of each tract
located in their county. Since tax notices have already been paid in Orange County for
both years, this is a refund request for 1997 & 1998 on above referenced property.
Reference: General Statute 105-381(a)(1)b. An illegal tax.
4
REQUEST
FQR PRQPERTY TAX REFUND
Map Nbr: 7.128.B.44
Tract Nbr: 754101
Account Nbr: 222686
Rate Code: 17
Name: Sun Forest Systems, Inc.
Address: c/o Thomas Higgins,III
P.O. Box Drawer 2869
Chapel Hill, NC 27515
Action Requested: Request property tax refund for 1997 & 1998.
Recommendation: Approve total property tax refund of $ 131.88
Explanation: Sun Forest Systems, Inc. owned property in 1997 and 1998 that was
divided by the Orange County line. Both Orange County and Chatham County billed
Sun Forest for that portion of each tract located in Chatham County. Orange County has
now agreed that Chatham County had the authority to tax that portion of each tract
located in their county. Since tax notices have already been paid in Orange County for
both years, this is a refund request for 1997 & 1998 on above referenced property.
Reference: General Statute 105-3 81(a)(1)b. An illegal tax.
17