The URL can be used to link to this page

Home My WebLink AboutRES-2014-007 Resolution approving Applications for Property Tax Exemption/Exclusion 3 Gd . NORTH CAROLINA RES-2014-007 ORANGE COUNTY EXEMPTION/EXCLUSION RESOLUTION Whereas,North Carolina General Statutes 105-282.1 empowers the Board of County Commissioners.to approve applications for exemption after the close of the listing period,and Whereas,good cause has been shown as evidenced by the information packet provided,and Whereas,the Tax Administrator has determined that the applicants could have been approved for 2013 had applications been timely. NOW,THEREFORE,IT IS RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF ORANGE COUNTY THAT the properties applying for exemption for 2013 are so approved as exempt. Upon motion duly made and seconded,the foregoing resolution was passed by the following votes: A s Commissioners Noes: I,Donna Baker,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 utes of the Boarommissioners for said County at a regular meeting of said Board held on said,cord 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 4 the orate seal of said County,this day of , o� 2014. 1T � g� Clerk o the Board of Commissioners o �arotina 4 Late exemption/exclusion application-GS 105-282.1(a1) BOCC REPORT - REAL/PERSONAL FEBRUARY 4, 2014 ABSTRACT BILL ORIGINAL TAXABLE FINANCIAL NAME NUMBER YEAR VALUE VALUE IMPACT REASON FORADJUSTMENT Davis, Terry&Laura 294465 2013 78,988 12,707 (615.18) Present Use Value late application Ellis, Teresa L. 272924 2013 70,064 30,989 (284.48) Late Application for exemption G.S. 105-277.1 (Homestead Exclusion) McPherson, William(Mary E. Gordon) 8207 2013 130,456 65,228 (1,003.21) Late Application for exemption G.S. 105-277.1 (Homestead Exclusion) Moore, Bessie Mae 292996 2013 131,718 27,627 (965.96) Present Use Value late application Sykes,Alan J. &Tanya 280687 2013 397,418 142,963 (2,407.12) Present Use Value late application Triangle Land Conservancy 255958 2013 63,594 0 (734.13) Late Application for exemption G.S. 105-278.7 Triangle Land Conservancy 1020175 2013 1,340,500 0 (15,561.73) Late Application for exemption G.S. 105-278.7 Triangle Land Conservancy 1020171 2013 441,100 0 (5,092.06) Late Application for exemption G.S. 105-278.7 Total 26,663.87 December 21, 2013 thru January 13, 2014 .......... .. 5 We are applying for Agriculture, stry present use value assessment for 2013.We were unaware that application should have been made in January. We appreciate your consideration of this matter. Sincerely Terry& Laura Davis 6 C. I � IFC27 � 2013 17 52 °'RANGE C%Vry TAX AoMrN'SrkArfON 417b Cato�� Request for Tax Relief Late Application Filing Date: . Z-7/,:3 To Whom It May Concern: I . ere - . am applying for a late (PPM xAMI) Homestead Exemption for the year on parcel number (PIN # b � L The reason for my late request is: I was not mare that this exemption was available to me. I just found out about the Property Tax Relief programs. , Other Thank you, (Signature) How did you find out about this exemption? i i 7 t i ' t FILED i7 ;a DEC 312013 ORANGE COUNTY '�arrhaCQ��,a TAX ADMINISTRATION Request for Tax Relief Late Application Filing I Date: 2 ^ To Whom It May Concern: I Ina 1^tJ E, , am applying for a late Homestead Exemption for the year ou pareel number b The reason for my late request is: V/1'-Was not aware that this exemption me.on was available to e. I just found out about the Property Tax Relief Program. , Other Thank you, ML (signature) How did you find out about this exemption? ' 8 i ARTICLE II If my wife, MARIAH "G"."'McPHERSON,--predeceases„'me, and 'if my Z niece, MA`RY_,ELIZABETH..YGORDON;/be living at my death, I devise our /rte __ , X” . ..apartment�comp ex` at: 51] North`Nash Stareet;.-rand all the profits and losses therefrom to my son, L' IL IAM,,..EDWARD:w'McPHER50W,-1- -,fie" as-- =m----TrusteeiIN t-TRUSV,�� for the benefit of the said MARY ELIZABETH GORDON (hereafter the beneficiary) on the following terms: a) my trustee shall collect the rents, pay all expenses, repair, and upkeep to maintain the apartment complex, and apply the net proceeds, in his absolute discretion, for the benefit of the beneficiary; b) my Trustee may sell said apartment complex and invest and f re-invest the proceeds, in his absolute discretion; l C) in an event, m Trustee shall not apply an trust funds Y Y PP y y for the beneficiary's medical expenses; d) my Trustee shall allow the beneficiary to reside in the apartment complex; e) at the death of the beneficiary, this trust shall terminate and my Trustee shall transfer all trust assets, after payment of taxes, costs and fees, in equal shares to my son, WILLIAM EDWARD McPHERSON, JR. and my daughter, MARIA ANN .McPHERSON SKELTON; f) my Trustee shall be paid a reasonable fee for his services as Trustee. 2 I g �tr 4 N File Nn. In the General Court of Justice Countyx Superior Court Division Before The Clerk IN THE MATTER OF 2013 MI R -I P 3: THE ADMINISTRATION OF A TRUST A111-ICATION FOR LETTERS * ,e Lost Will Ano Testament of QF TRUSTEESHIP UNDER WILL r Under Sr. �1; �`{7!= 1. �';;,i�; '�.�7.t%. ittiern Edward McPherson, 0 7 2013 1 True Of Trust,!f Named!n The Will Not Applicable . Ma Elizabeth Gordon Trust Estate File No.and County of Probate 10-E-402 Orange Count Name And Address of Applicant 1 William Edward McPherson, Jr. G.S. 36C-2-209 P. O. BOX 927 Telephone Number Name And Address of Applicant 2 Hillsborough; NC 27278 1(919) 301-3120 Name And Address of Attorney Telephone Number Katherine T, Merritt, Esq, Coleman, Gledhill, Hargrave & Merritt, P.C. Attorney Bar No. P. a. Drawer 1529, 129,East Tryon Street 38559 Hillsborough,"NC 27278 Telephone Number 919 732-2196 1,the undersigned,applying for letters of trusteeship in the above estate,being first duly sworn, say that: 1. The Last Will and Testament of the deceased has been admitted to probate and recorded,and the applicant is entitled to administer the trust estate created by such will and/or codicil; 2. 1 am not disqualified under the provisions of G.S.2BA-4-2 to administer this trust and have not renounced my right to do so; 3. As near as can be determined at the present time,the value of the real estate,the personal property and the average annual income from all the property is as follows; Value of Real Estate Value pf Personal Property Total Average Annual Income $ 130,456.00 $ o.00 $6,000,00 4, The names, dates of birth and addresses of the beneficiaries of this trust estate are as follows: NAME DATE OF BIRTH ADDRESS Mary Elizabeth Gordon 511 North Nash Street, Hillsborough, NC 27278 Signatur Applicant i Signature of Applicant 2 i SWORN/AFFIRMED AND SUBSCRIBED 1b BEFORE ME SWORN/AFFIRMED AND SUBSCRIBED TO BEFORE ME Date 1 Date Signa re t e n Autho ize To drginister Oaths Signature of Person Authorized To'Administer Oaths putt'CSC Clerk of Superior Court ❑Deputy CSC ❑Clerk of Superior Court f QYssistant CSC ❑Assistant CSC Notary Date Commission Expires Date Commission Expires ❑Notary SEAL County Where Jeanne A,ECra tree Co ty Where Notarized Oran e Notary c SEAL Orange y AOC-E-208,Rev.411 1 North Ca i6 i --�2011 Administrative Office of th QgrL ommission Es �. JI � J 10 i I am applying for Agriculture, present use value assessment for 2013. 1 was unaware that application should have been made in January. I was also unaware that upon selling the property that the new owners could apply for continuing use and assume responsibility for any deferred taxes. I appreciate your consideration of this matter. i Sincerely Bessie Mae Byrd Moore I I ui, Orange County Tax Administration Assessment Division i P.O. Box 8181 i Hillsborough, North Carolina 27278 December 8, 2013 To Whom It May Concern, We have enclosed a 2013 retroactive application for an agricultural use assessment of our property in Orange County (plat no. 9738092962). This i application is being filed late as we were unaware of the January open enrollment i date. Thank you for your always good service. Please notify me of your decision so that I can avoid any payment penalties. Sincerely, Alan J. Sykes/Tanya Sykes I I, a i 12 tic MANGLE IA"D CONSFRVANCY i Orange County Tax Administration SENT VIA EMAIL Attn: Kandice Wright PO Box 8181 Hillsborough NC 27275 FILED December 10,2013 r j RE:ADOlocatiop fr;Prog#rty Tax Famption DEC 10 2013 Dear Ms. Wright, ORANGE COUNTX 1it'AX ADMINISTRATION Triangle Land Conservancy(TLC)is a 30-year old 501(cx3)nonprofit land trust whose mission is to protect important open space in Chatham,Durham,Johnston, Lee,Orange and Wake counties to help keep our region a healthy and vibrant place.We fulfill our mission by identifying and working to protect the most important natural and working lands in the region for dean water,wildlife,recreation and agricultural production.As a nonprofit,we are writing to request a property tax exemption for our property, Irvin Nature Preserve at 2912 Jones Ferry Road, and for the County to rescind the current invoices listed below for tax year 2013. • Bill#0000255958-2013-20134X)00=$734.13 • Bill*0001020175-2013-2013-0000=$1501.73 • Bill#0001020171-2013-2013-0000=$5,092.06 • Total=$21,387.92 Irvin Nature Preserve, a 269-acre mix of forest and farmland in Orange County, Is a living legacy of Logan Irvin,a founding board member of TLC,and his wife,Elinor.After Logan"s death In 1984,TLC established the Logan Irvin Fund stewardship endowment Elinor continued the couples commitment,leaving their property to TLC upon her death in January 2007.TLC uses the preserve to protect wildlife habitat and clean water,and through our partnerships with local nonprofit organizations Learning Outside and Transplanting Traditions Community Farm we are able to provide environmental education and educational farming opportunities for community members. Our Irvin Nature Preserve has received a property tax exemption In previous years that we would like to reestablish.The only difference between our last exemption and now is the partnerships with the two nonprofits.Our relationship with both these groups is through license agreements that establish minimal fees that allow TLC to provide basic services such as mad,trail, garden, and structural maintenance. TLC received approximately$6,800 in license fees last year to keep these nonprofit endeavors running smoothly. Finally,we apologize for the late nature of this application.TLC experienced a significant staff turnover and restructuring over the last year resulting on our failure to submit this application in January. Thank you for considering this application and please let me know if I can be of further assistance. 2ie T' n elp j CFO 8 Director of Administration Tel:919-9084055 Email:kblpnkensh p@trianqIeland.org Page 1 of 2 Triangle Land Conservancy•514 S.Duke Street Durham,NC 27701 i