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HomeMy WebLinkAboutAgenda - 01-22-2015 - 6cORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: January 22, 2015 Action Agenda Item No. 6 -c SUBJECT: Property Tax Releases /Refunds 1 DEPARTMENT: Tax Administration PUBLIC HEARING: (Y /N) No ATTACHMENT(S): Resolution Spreadsheet INFORMATION CONTACT: Dwane Brinson, Tax Administrator, (919) 245 -2726 PURPOSE: To consider adoption of a resolution to release property tax values for thirteen (13) taxpayers with a total of twenty -three (23) bills that will result in a reduction of revenue. BACKGROUND: The Tax Administration Office has received thirteen taxpayer requests for release or refund of property taxes. North Carolina 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 ". North Carolina law allows the Board to approve property tax refunds for the current and four previous fiscal years. FINANCIAL IMPACT: Approval of this change will result in a net reduction in revenue of $23,527.77 to the County, municipalities, and special districts. The Tax Assessor recognized that refunds could impact the budget and accounted for these in the annual budget projections. RECOMMENDATION(S): The Manager recommends the Board approve the attached resolution approving these property tax release /refund requests in accordance with North Carolina General Statute 105 -381. NORTH CAROLINA RES- 2015 -002 ORANGE COUNTY REFUND/RELEASE RESOLUTION (Approval) Whereas, North Carolina General Statutes 105 -381 and /or 330.2(b) allows for the refund and /or release of taxes when the Board of County Commissioners determines that a taxpayer applying for the release /refund has a valid defense to the tax imposed; and Whereas, the properties listed in each of the attached "Request for Property Tax Refund/Release" has been taxed and the tax has not been collected: and Whereas, as to each of the properties listed in the Request for Property Tax Refund /Release, the taxpayer has timely applied in writing for a refund or release of the tax imposed and has presented a valid defense to the tax imposed as indicated on the Request for Property Tax Refund/Release. NOW, THEREFORE, IT IS RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF ORANGE COUNTY THAT the recommended property tax refund(s) and release(s) are approved. Upon motion duly made and seconded, the foregoing resolution was passed by the following votes: Ayes: 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 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 , 2015. Clerk to the Board of Commissioners Clerical error G.S. 105- 381(a)(1)(a) Illegal tax G.S. 105- 381(a)(1)(b) Appraisal appeal G.S. 105- 330.2(b) BOCC REPORT - REAL /PERSONAL JANUARY 22, 2015 NAME ABSTRACT NUMBER BILLING YEAR ORIGINAL VALUE ADJUSTED VALUE FINANCIAL IMPACT REASON FOR ADJUSTMENT Alvis, Kenneth 153101 2013 121,690 84,990 (340.57) Assessed in error (illegal tax) Alvis, Kenneth 153101 2014 121,140 84,440 (347.91) Assessed in error (illegal tax) Beckner, Steve 306545 2014 52,000 - (492.96) Assessed in error (illegal tax) Chapel Hill Frog, LLC 1051300 2014/2012 361,859 187,783 (3,646.59) Assessed in error (illegal tax) Chapel Hill Frog, LLC 1051300 2014/2013 342,295 240,258 (2,022.05) Assessed in error (illegal tax) Chapel Hill Frog, LLC 1051300 2014 316,669 221,021 (1,769.04) Assessed in error (illegal tax) Hollowell, Franklin L. Jr. 1020513 2014 45,700 - (419.80) Assessed in error (illegal tax) Hollowell, Franklin L. Jr. 1020513 2013 45,700 - (410.66) Assessed in error (illegal tax) Holton Rentals, LLC 270763 2014 15,067 - (266.91) Double taxed (illegal tax) James, Sharon H. 295901 2014 80,000 26,700 (507.20) Leasehold property (illegal tax) Piedmont Electric Member Corp. 35677 2012 1,668,026 1,668,026 (935.76) Assessed to Orange fire in error (illegal tax) Piedmont Electric Member Corp. 35677 2013 1,633,489 1,633,489 (1,202.25) Assessed to Orange fire in error (illegal tax) Piedmont Electric Member Corp. 35677 2014 1,744,996 1,744,996 (1,284.32) Assessed to Orange fire in error (illegal tax) Reyna, Flores 966243 2014 19,540 11,660 (116.61) Incorrect year built (illegal tax) Southern Village Apts. LLC 213092 2014 760,685 523,309 (3,822.70) Double taxed (illegal tax) Staples, Chad 213252 2014 68,525 - (701.09) Double taxed (illegal tax) Staples, Chad 213252 2008 80,761 - (1,320.57) Double taxed (illegal tax) Staples, Chad 213252 2007 80,761 - (1,260.18) Double taxed (illegal tax) Stopa, Craig J. 299387 2014 815,700 650,400 (1,960.29) Home was incomplete 1/1/2014 (illegal tax) Treml, Eric 257215 2009 9,010 - (131.96) Mobile Home Sold 2007 (illegal tax) Treml, Eric 257215 2008 9,650 - (174.74) Mobile Home Sold 2007 (illegal tax) Watson, Jill Antoinette 276127 2006 11,070 - (203.84) Mobile home sold (illegal tax) Watson, Jill Antoinette 276127 2007 10,370 - (189.77) Mobile home sold (illegal tax) Total (23,527.77) November 13, 2014 thru December 31, 2014