HomeMy WebLinkAboutAgenda - 06-01-1999 - 8gORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 1, 1999
SUBJECT: Property Tax Refunds
DEPARTMENT: Assessor's Office
ATTACHMENT(S):
Resolution
Tax Refund Requests
Action Agenda
Item No. $ _�
PUBLIC HEARING: (Y/N)
INFORMATION CONTACT:
John Smith, Jr.
TELEPHONE NUMBERS: - - ext. 2191
Hillsborough 732 -8181
Chapel Hill 9684501
Durham 688 -7331
Mebane 227 -2031
PURPOSE: To Consider adoption of refund resolution related to 7 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
$3,782.69.
RECOMMENDATON(S): The Manager recommends that the Board approve the attached
resolution approving 7 property tax refund requests in accordance with N.C. General Statute 105-
381, and/or G.S. 105 - 330.2(8).
NORTH CAROLINA
2
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 Board 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.
votes:
Upon motion duly made and seconded, the foregoing resolution was passed by the following
Ayes: Commissioners
Noes:
I, Beverly A. Blythe, Clerk to the Board of Commissioners for the County of Orange, North
Carolina, DO HEREBY CERTIFY that the foregoing has been carefully 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 Board,
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.
Clerk to the Board of Commissioners
VEHICLE TAX REFUNDS BY DISTRICT
FOR APRIL 1999
Bookhout, D
County
Chapel Hill
-47.10
Orange Fire
CH School
White Cross Fire
Orange Grove Fire
Chapel Hill Vehicle Fee
INTEREST
REFUND
- 142.88
-78.97
-16.81
Brehler, S -1
-15.92
1.18
5.30
-15.00
-35.04
Brehler, S -2
-18.60
1-13
5 93
-15.00
-38.20
0.00
TOTAL
1 -78.97
-81.62
-28.04
0.00
0.00
-30.00
0.00
- 216.12
w
refunddala
nfreeman
i
Real
Property Tax Refunds by District:
Refund #1
Refund #2
Refund #3 Refund # 4
TOTALS:
County
- 188.95
- 530.15
- 859.261
1
- 1,578.36
Carrboro
0.001
Chapel Hill
!
- 520.881
- 994.10
- 1,514.98
Hillsborough
0.00
C.H. School Dist
- 179.60
- 354.77
- 534.37
Orange
0.00
Efland
-6.38
-6.38
South Orange
0.00
New Hope
0.00
Eno
94.24
94.24
Orange Grove
-26.72
-26.72
Chapel Hill
0.00
Little River
0.00
Cedar Grove
0.00
South Triangle
0.00
Damascus
0.00
White Cross
0.00
Interest
0.00
0.00
Grand Total:
- 3,566.57
(Total Real Property Tax Refunds:
- $3,566.57
Total Motor Vehicle Refunds
- 216.12
(Total Refunds
- $3,782.69
Map Nbr: Motor Vehicle
Tract Nbr: NA
Acct Number: F67427
Rate Code: 22
Date: April 8, 1999
Name: Bookhout, David A.
Address: 3801 Sweeten Circle
Chapel Hill, North Carolina 27514 -9707
VIN Nbr: 1FAFP52U7WA108191
Action Requested: Property tax refund for year of 1998.
Recommendation: Approve refund for $142.88
Explanation: Refund due to appraisal appeal. Vehicle valued at $21650
originally, but changed to $12895 per bill of sale provided
by the taxpayer.
Reference: General Statute 105 -381 (a)(1) a. Clerical Error.
6
Map Nbr: Motor Vehicle
Tract Nbr: NA
Acct Number: E90567
Rate Code: 00
Date: April 21, 1999
Name: Brehler, Scott James
Address: 1607 St. Marys Road
Hillsborough, North Carolina 2727 -8426
VIN Nbr: 1GCBS14E2H2209478
Action Requested: Partial property tax refund for year of 1997.
Recommendation: Approve refund for $35.04
Explanation: Refund due to incorrect rate code. Vehicle taxed as if it were
located in Chapel Hill City Limits. Vehicle was actually
located in the Orange Fire tax district at 1607 St Marys Road.
Reference: General Statute 105 -381 (a)(1)a. Clerical Error.
4
Map Nbr: Motor Vehicle
Tract Nbr: NA
Acct Number: D94117
Rate Code: 00
Date: April 21, 1999
Name: Brehler, Scott James
Address: 1607 St. Marys Road
Hillsborough, North Carolina 2727 -8426
VIN Nbr: 1 GCBS 14E2H2209478
Action Requested: Partial property tax refund for year of 1996.
Recommendation: Approve refund for $38.20
Explanation: Refund due to incorrect rate code. Vehicle taxed as if it were
located in Chapel Hill City Limits. Vehicle was actually
located in the Orange Fire tax district at 1607 St Marys Road.
Reference: General Statute 105 -381 (a)(1)a. Clerical Error.
8 �
Map Nbr: 3.7.313
Tract Nbr: 355397
Account Nbr: 213688
Rate Code: 03
Name: James V. Ward
Address: 1802 Frazier Rd.
Mebane, NC 27302
Action Requested: Request property tax refund for 1994 - 1997.
Recommendation: Approve total property tax refund of $195.33
Explanation: Land Records did not properly exclude 2 acres as described in deed
book 271 page 1566. Error was corrected for 1998, request refund for
1994-1997.
Reference: General Statute 105- 381(a)(1)a. A tax imposed through clerical error.
p7
Map Nbr: 6.21..22
Tract Nbr: 638911
Account Nbr: 142414
Rate Code: 10
Name: Richard F.Liebhart
Address: P.O. Box 892
Carrboro, NC 27510
Action Requested: Request property tax refund for 1997
Recommendation: Approve total property tax refund of $556.87
Explanation: House was taxed as if construction was 100% complete on January 1,
1997. Should have been taxed at 50% complete.
Referenee: General Statute 105- 381(a)(1)b. An illegal tax.
10
11
Map Nbr:
Tract Nbr:
Account Nbr: 140996
Rate Code: 22
Name: Centura Bank
Address: Leasing Dept.
P.O. Box 500
Rocky Mt., NC 27802
Action Requested: Request property tax refund for 1998.
Recommendation: Approve total property tax refund of $1,254.63
Explanation: Personal property taxed in rate code 22 and should have been taxed
in rate code 09.
Reference: General Statute 105- 381(a)(1)a. A tax imposed through
clerical error.