HomeMy WebLinkAboutAgenda - 04-06-1999 - 8if.
ORANGE COUNTY
BOARD OF COMMISSIONERS
Action Agenda
Item No. 8 - I
ACTION AGENDA ITEM ABSTRACT
Meeting Date: Apri16, 1999
SUBJECT: Property Tax Refunds
DEPARTMENT: Assessor's Office
ATTACHMENT(S):
Resolution
Tax Refund Requests
PUBLIC HEARING: (Y/1~
INFORMATION CONTACT:
John Smith, Jr.
TELEPHONE NUMBERS: - -ext. 2191
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 227-2031
PURPOSE: To Consider adoption of refund resolution related to 23 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 a$er 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
$48,913.41.
Jurisdiction Amount
Orange County $29,455.69
Chapel Hill $ 1,203.59
Hillsborough $12,020.53
Ch Hill, Carr Sch Dst $ 1,474.02
Fire Districts $ 289.98
Total Real Estate $47,892.43
Total Motor Vehicles $ 1,020.98
1a
RECOMMENDATON(S): The Manager recommends that the Board approve the attached
resolution approving 23 property tax refund requests in accordance with N.C. General Statute 105-
381,and/or G.S. 105-330.2(B).
1b
Real Prope rty Tax Rs funds by D istrict Cod e for March:
TOTALS:
GO 2,017.91 14,613.43 4,997.23 7,827.12 29,455.69
G1
G2 1,203.59 1,203.59
G3 7,985.93 4,034.60 12,020.53
CH 429.53 1,044.49 1,474.02
FA
FB
FC
FD 289.98 289.98
FE
FF
FG
FH
FI
FJ
FK
FL
Interest 89.44 1,547.58 438.60 1,373.00 3,448.62
Grand Tota l: 47,892.43
Total Real Property Tax Refunds: $47,892.43
Total Motor Vehicle Refunds $1,020.98
Total Refunds For March: $48,913.41
VEHICLE TAX REFUNDS BY DISTRICT
FOR MARCH 1999
MO M1 M2 M_3 CH FA FC FF FJ V1 V2 V3 INTEREST REFUND
3 -13.12 -7.83 ___ -2.79 -23.74
4 -42.13 _ 2.58 -15.00 _ -54.55
5 -52.21 3.33 -15.00 ____ -63.88
6 -94.74 __ 5.81 -15.00 -103.93
7 -93.24 -19.12 -4.70 -117.06
8 -64.08 3.93 -15.00 -75.1
5
9 -72.29 4.61 -15.00 _
-82.68
10 -58.43 3.58 -15.00 _
-69.85
11 -47.83 2.93 -15.00 -59.90
12 -3
8.84 3.45 -10.00 _ -45
.39
13 -12.00 -7.39 .
__ -2.46 -1.47 _
-1.68 _
_
-25.0
0
14 -15.11 _ 2.02 -15.00 _ _
-28.09
15 -18.89 _ 1.20 ~ -15.00 _
-32.69
16 -16.25 _ 1.00 -15.00 -30.25
17 -15.39 _ 0.94 -15.00 -29.45
18 -18.42 _ 1.17 -15.00 -32
.25
19 -14.47 0.89 -15.00 __ _
_
-28.58
20 -3.72 0.24 -15.00 _
-0.06 -18.
54
21 -90.55 5.55 -15.00 _
_
-100.00
TOTAL -118.36 -15.11 -624.62 -38.84 -24.37 3.45 2.02 -4.70 37:76 -15.00 -211.47 -10.00 -1.74 -1020.98
n
refunddata nfreeman
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
CObIl1ZLSSIONERS 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 Board of Commissioners for the County of Orange, North
Cazolina, 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 Boazd,
and is a true copy of so much of said proceedings of said Board as relates in nay 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
Clerk to the Board of Commissioners
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: F55126
Rate Code: 22
Date: February 11, 1999
Name: Al-zabit, Faysal Ghazi
Address: 210 2 Pinegate Apartments
Chapel Hill, North Carolina 27514
VIN Nbr: 1G4NJ54N4NC653986
Action Requested: Partial property tax refund for yeaz of 1998.
Recommendation: Approve refund for $23.74
Explanation: Refund due to appraisal appeal. Value lowered from $4990 to
$3535 according to high mileage and body shop estimate.
3
Reference: General Statute 105-330.2(B) Appraisal Appeal.
r ~
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: E47848
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Brian Lee
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1ZVCT20A9P5176578
Action Requested: Partial property tax refund for yeaz of 1997.
Recommendation: Approve refund for $54.55
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
4
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
tjC~.....L~
5 '
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: D55188
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Brian Lee
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1ZVCT20A9P5176578
Action Requested: Partial property tax refund for yeaz of 1996.
Recommendation: Approve refund for $63.88
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
o
.,~:~ __ -
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: F49219
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Brian Lee
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1 GKDT13 W 1 T2518596
Action Requested: Paztial property tax refund for year of 1998.
Recommendation: Approve refund for $103.93
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in.
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: E97172
Rate Code: 11
Date: March 19, 1999
Name: Dercole, Augustine Joseph
Address: 1005 Wood Sage Drive
Chapel Hill, North Carolina 27516-4819
VIN Nbr: 1HGCD56321tA174953
Action Requested: Propert}+ tax refund for year of 1997.
Recommendation: Approve refund for 5117.06
Explanation: Refund due to illegal tax. When vehicle was purchased from
dealership, the license plate DZZ1409 was transferred to the
new vehicle. The dealership erroneously requested a new plate
KJ{Y8941. 1997 tax on this vehicle was covered by bill
#973272, which has been paid.
Reference: General Statute 105-381 (axl) b. Illegal Tax.
8
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: F40954
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1FMEU15N2PLB08533
Action Requested: Partial property tax refund for yeaz of 1998.
Recommendation: Approve refund for $75.15
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Eaor.
9
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: D55189
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Carolina 27514
VIN Nbr: 1 G3HN53LXPH312295
Action Requested: Paztial property tax refund for yeaz of 1996.
Recommendation: Approve refund for $82.68
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire pistrict on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
r'-~
10
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: E47849
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1 G3HN53LXPH312295
Action Requested: Partial property tax refund for yeaz of 1997.
Recommendation: Approve refund for $69.85
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
~ '- ~ " _~ ~ ~ 11
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: F40955
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Carolina 27514
VIN Nbr: 1G3HN53LXPH312295
Action Requested: Paztial property tax refund for yeaz of 1998.
Recommendation: Approve refund for $59.90
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
12
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: E50437
Rate Code: 00
Date: February 16, 1999
Name: Long, Roberta
Address: 1000-11 Timber Street
Hillsborough, North Cazolina 27278
VIN Nbr: 1N4AB41D4SC720433
Action Requested: Partial property tax refund for yeaz of 1997.
Recommendation: Approve refund for $45.39
Explanation: Refund due to incorrect rate code. Vehicle taxed in Hillsborough
City Limits, but location was not in city limits. Actual location was
in Orange Fire Tax District.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
13
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: F6343
Rate Code: 22
Date: February 9, 1999
Name: Partin, Karen Lamb
Address: 3216 Hamlin Road
Durham, North Cazolina 27704
VIN Nbr: 1FTYR10C6WUB17530
Action Requested: Partial property tax refund for yeaz of 1998.
Recommendation: Approve refund for $25.00
Explanation: Taxpayer actually located in Durham County instead of Orange
County. Partial payment of $25.00 made prior to change of
county. Refund due to illegal tax.
Reference: General Statute 105-381 (a)(1) b. Illegal Tax.
14
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: F45038
Rate Code: 04
Date: February 16, 1999
Name: Pralle, Susanne M.
Address: 317 Stony Hill Road
Chapel Hill, North Cazolina 27516
VIN Nbr:.h~IED6349JS024619
Action Requested: Partial property tax refund for yeaz of 1998.
Recommendation: Approve refund for $28.09
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if located
in Carrboro City Limits. Actual location was Stony Hill Road
which is in the South Orange Fire District.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
r" ; _ - 15
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: D47597
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Robert Murphy
Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1FTBR10TSJUD47638
Action Requested: Partial property tax refund for year of 1996.
Recommendation: Approve refund for $32.69
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: E39574
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Robert Murphy
Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1FTBR10TSJUD47638
Action Requested: Paztial property tax refund for year of 1997.
Recommendation: Appmve refund for $30.25
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive. -
16
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
17
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: F32425
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Robert Murphy
Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1FTBR10TSJUD47638
Action Requested: Partial property tax refund for yeaz of 1998.
Recommendation: Approve refund for $29.45
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
Y~ r.. ~_" ~ 18
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: D47598
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Robert Murphy
Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Cazolina 27514
VIN Nbr: 1G3CW69B7G4349985
Action Requested: Partial property tax refund for yeaz of 1996.
Recommendation: Approve refund for $32.25
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located is
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
~_~--
19
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: E39575
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Robert Murphy
Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Carolina 27514
VIN Nbr: 1G3CW69B7G4349985
Action Requested: Partial property tax refund for yeaz of 1997.
Recommendation: Approve refund for $28.58
Explanation: Refund due to incorrect rate code. Vehicle was taxed as if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
-,
~~ - ~
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: D47599
Rate Code: 17
Date: Mazch 19, 1999
Name: Crook, Robert Murphy
Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Carolina 27514
VIN Nbr: 2GCEG25C1D4160297
Action Requested: Parkial property tax refund for year of 1996.
Recommendation: Approve refund for $18.54
Explanation: Refund due to incorrect rate code. Vehicle was taxed a§ if it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
~,~ ~
Map Nbr: Motor Vehicle
Tract Nbr: NA
Account Nbr: F32426
Rate Code: 17
Date: March 19, 1999
Name: Crook, Robert Murphy
Crook, Judith Williams
Address: 10 Southwoods Drive
Chapel Hill, North Carolina 27514
VIN Nbr: 1G3HN52K7V4855357
Action Requested: Paztial property tax refund for yeaz of 1998.
Recommendation: Approve refund for $100.00
Explanation: Refund due to incorrect rate code. Vehicle was taxed as° if'it were
located in Chapel Hill City limits, but it was actually located in
Southern Triangle Fire District on Southwoods Drive.
Reference: General Statute 105-381 (a)(1)a. Clerical Error.
22
Map Nbr: 7.18..6A
Tract Nbr: 735994
Account Nbr: 163689
Rate Code: 07
Name: Ralcar Corp.
Address: Attn: Prop. Tax Dept.
P.O. Box 28606
Atlanta, GA 30358-0606
Action Requested: Request property tax refund for 1997 - 1998.
Recommendation: Approve total property tax refund of $6,770.30
Explanation: N.C. Property Tax Commission issued order to reduce 1997 property
value from $1,186,799 to $905,265. Value difference of $281,534.
This is the UPS shipping center off I-40 and Hwy 86 on Eubanks Rd.
Reference: General Statute 105-290(b)(3). Property Tax Commission decision.
23
Map Nbr: 7.24..26
Tract Nbr: 756382
Account Nbr: 217203
Rate Code: 22
Name: Weaver Dairy Associates Partnership
Address: P.O. Box 31788
Raleigh, NC 27622
Action Requested: Request property tax refund for 1998.
Recommendation: Approve total property tax refund of $3,740.47.
Explanation: N.C. Property Tax Commission issued order to reduce 1998 property
value from $658,505 to $434,790. Value difference of $223,715.
This is a mobile home park (horse shoe shaped) located just south
Of the intersection of Weaver Dairy Rd. and Hwy 86, locataed on
Hwy 86.
Reference: General Statute 105-290(b)(3). Property Tax Commission decision.
24
r
Map Nbr: 4.42.B.3A
Tract Nbr: 440373
Account Nbr: 143419
Rate Code: 23
Name: Flint Ridge Ltd.
Address: c/o American Resource Mgmt.
2582 Santiago Blvd.
Orange, CA 9266?
Action Requested: Request property tax refund for 1997 - 1998.
Recommendation: Approve total property tax refund of $24,146.95
Explanation: N.C. Property Tax Commission issued order to reduce 1997 and 1998
property value from $6,976,968 to $6,153,676. Value difference of
$823,292. This is the 164 unit apartment complex known as
Flint Ridge located in Hillsborough on Old Hwy 86.
Reference: General Statute 105-290(b)(3). Property Tax Commission decision.
25 ,
Map Nbr: 4.42.B.3D
Tract Nbr: 418883
Account Nbr: 54992
Rate Code: 23
Name: Coachwood Associates I
Address: P.O. Box 42936
Fayeteville, NC 28309
Action Requested: Request property tax refund for 1997.
Recommendation: Approve total property tax refund of $13,234.71
Explanation: Property Tax Commission decision to reduce value from $2,265,319 to
$1,368,742 for 1997. Value difference of $896,577.
This is Coachwood Apartments, located in Hillsborough, off Old
Hwy 86 and behind Flintridge.
Reference: General Statute 105-290(b)(3). Property Tax Commission Decision.