HomeMy WebLinkAboutAgenda 12-4 - Information Item - Tax Assessor's Report - Releases Refunds under $100Delegation of Authority per NCGS 105-381
To Finance Officer INFORMATION ITEM - RELEASES AND REFUNDS UNDER $100
September 4, 2018
May 25, 2018 thru August 15, 2018
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NAME
ACCOUNT
NUMBER
BILLING
YEAR
ORIGINAL
VALUE
ADJUSTED
VALUE TAX FEE
FINANCIAL
IMPACT REASON FOR ADJUSTMENT
TAX
CLASSIFICATION ACTION Approved by CFO Additional Explanation
Alvarez, Jose 30008122 2017 8,050 8,050 (42.98)(42.98)High mileage (appraisal appeal)RMV-VTS Approved
Alvarez, Jose Francisco Sr 30329110 2017 2,870 2,870 (37.53)(37.53)High mileage (appraisal appeal)RMV-VTS Approved 7/20/2018
Anderson, David K 249660 2017 319,900 319,900 (6.34)(6.34)Assessed in error (illegal tax)Personal Approved 7/20/2018 Personal property sold in 2016
Balch, Deborah 18383708 2017 4,366 4,366 (11.60)(11.60)Damage (appraisal appeal)RMV-VTS Approved 7/9/2018
Brubaker, Beth 37141577 2016 6,680 6,680 (48.61)(30.00)(78.61)*Situs error (illegal tax)RMV-VTS Approved 7/20/2018
Brubaker, Beth 23811642 2016 2,630 2,630 (17.42)(30.00)(47.42)*Situs error (illegal tax)RMV-VTS Approved 7/20/2018
Byrd, Julia 1054979 2018 0 0 (49.83)(49.83)Double billed (illegal tax)Personal Approved 8/16/2018 Mobile Home is also listed on account 92664
Byrd, Julia 1054979 2017 0 0 (56.63)(56.63)Double billed (illegal tax)Personal Approved 8/16/2018 Mobile Home is also listed on account 92664
Byrd, Julia 1054979 2016 0 0 (55.48)(55.48)Double billed (illegal tax)Personal Approved 8/16/2018 Mobile Home is also listed on account 92664
Cahill, Kenneth 1065954 2017 0 0 (27.91)(27.91)Double billed (illegal tax)Personal Approved 7/9/2018 Also billed on account 313385
Coe, Donald Wayne 43004782 2017 500 500 (94.31)(94.31)Antique plate (property classification)RMV-VTS Approved 6/13/2018
Council, Douglas 43613165 2018 2,731 2,731 (92.16)(92.16)Price paid (appraisal appeal)RMV-VTS Approved 7/20/2018
Crumbley, Valarie 43156957 2018 2,705 2,705 (44.07)(44.07)Damage (appraisal appeal)RMV-VTS Approved 7/20/2018
Cush, Paul 43655732 2017 0 0 (13.74)(30.00)(43.74)*Situs error (illegal tax)Personal Approved 8/16/2018
Department of Transportation 1062022 2018 0 0 (47.36)(47.36)Incorrect value (clerical error)Personal Approved 8/16/2018 Exempt property billed in error
Department of Transportation 1062492 2018 0 0 (11.36)(11.36)Incorrect value (clerical error)Personal Approved 8/16/2018 Exempt property billed in error
Department of Transportation 1066839 2018 0 0 (25.43)(25.43)Incorrect value (clerical error)Personal Approved 8/16/2018 Exempt property billed in error
Dixon, Marion Reid 39630019 2017 17,988 17,988 (125.86)(30.00)(155.86)*Situs error (illegal tax)RMV-VTS Approved 8/3/2018
Donohue, Matthew Charles 39947206 2017 5,030 5,030 (35.43)(30.00)(65.43)*Situs error (illegal tax)RMV-VTS Approved 6/13/2018
Donohue, Matthew Charles 39947275 2017 12,940 12,940 (91.15)(30.00)(121.15)*Situs error (illegal tax)RMV-VTS Approved 6/13/2018
Evans, Paul G 1058399 2018 2,375 - (22.37)(22.37)Double billed (illegal tax)Personal Approved 8/16/2018
Listed as unlicensed vehicle in error; is registered and billed
as registered
Fowler, Steven Lee 22483427 2014 6,300 6,300 (45.62)(30.00)(75.62)*Situs error (illegal tax)RMV-VTS Approved 8/3/2018
Fowler, Steven Lee 23329971 2014 4,230 4,230 (30.64)(30.00)(60.64)*Situs error (illegal tax)RMV-VTS Approved 8/3/2018
Fowler, Steven Lee 29796836 2015 800 800 (5.72)(30.00)(35.72)*Situs error (illegal tax)RMV-VTS Approved 8/3/2018
Fowler, Teresa 21962221 2014 9,660 9,660 (69.96)(30.00)(99.96)*Situs error (illegal tax)RMV-VTS Approved 8/3/2018
Fowler, Teresa 37108634 2016 13,580 13,580 (96.99)(30.00)(126.99)*Situs error (illegal tax)RMV-VTS Approved 8/3/2018
Gingrich, Robert Kevin 43841853 2018 4,500 4,500 (79.53)(79.53)Purchase price (appraisal appeal)RMV-VTS Approved 8/3/2018
Guggemos, Richard 43428333 2018 1,410 1,410 (13.82)(13.82)High mileage (appraisal appeal)RMV-VTS Approved 7/9/2018
Hamlett, Patrick 1066171 2018 0 0 (5.22)(5.22)Assessed in error (illegal tax)Personal Approved 8/16/2018 Vechicle sold June 1, 2017
Hester, James 35690292 2016 10,540 10,540 (12.42)(20.00)(32.42)*Situs error (illegal tax)RMV-VTS Approved 7/9/2018
Hester, James 23374232 2014 2,840 2,840 (3.35)(20.00)(23.35)*Situs error (illegal tax)RMV-VTS Approved 7/9/2018
Hibbard, William Brian 1050612 2014 0 0 (8.07)(8.07)Assessed in error (illegal tax)Personal Approved 8/3/2018 Property sold in 2013
Hibbard, William Brian 1050612 2015 0 0 (10.47)(10.47)Assessed in error (illegal tax)Personal Approved 8/3/2018 Property sold in 2013
Hibbard, William Brian 1050612 2016 0 0 (10.47)(10.47)Assessed in error (illegal tax)Personal Approved 8/3/2018 Property sold in 2013
Hibbard, William Brian 1050612 2017 0 0 (10.11)(10.11)Assessed in error (illegal tax)Personal Approved 8/3/2018 Property sold in 2013
Huskett, Marie Cates 1065967 2017 0 0 (9.72)(9.72)Assessed in error (illegal tax)Personal Approved 6/13/2018 Mobile home double billed, also on account 1050749
Jacobs, Edward M 285018 2018 0 0 (16.61)(16.61)Assessed in error (illegal tax)Personal Approved 8/16/2018 Watercraft was sold in 2008
Jacobs, Edward M 285018 2017 0 0 (16.20)(16.20)Assessed in error (illegal tax)Personal Approved 8/16/2018 Watercraft was sold in 2008
Jacobs, Edward M 285018 2016 0 0 (10.96)(10.96)Assessed in error (illegal tax)Personal Approved 8/16/2018 Watercraft was sold in 2008
Jacobs, Edward M 285018 2015 0 0 (9.41)(9.41)Assessed in error (illegal tax)Personal Approved 8/16/2018 Watercraft was sold in 2008
Jacobs, Edward M 285018 2014 0 0 (10.24)(10.24)Assessed in error (illegal tax)Personal Approved 8/16/2018 Watercraft was sold in 2008
Jesus O Bravo 1069177 2018 0 0 (6.77)(6.77)Double billed (illegal tax)Personal Approved 8/16/2018
Listed under real property account 266899 & business
personal property account 1069177
Karr, April 30375375 2017 6,579 6,579 (26.55)(26.55)High mileage & damage (appraisal appeal)RMV-VTS Approved 8/3/2018
Keough, Patrick 18385984 2017 5,103 5,103 (20.32)(20.32)High mileage (appraisal appeal)RMV-VTS Approved 6/13/2018
Kirschner, Thomas Jay 1069237 2018 0 0 (54.62)(54.62)Assessed in error (illegal tax)Personal Approved 8/3/2018 Gap bill - vehicle registered in Michigan during gap
Laughhunn, Amy T 1068165 2018 0 0 53.00 53.00 Assessed in error (illegal tax) Personal Approved 6/13/2018 Gap Bill - Situs address for vehicle is Durham County
Lee, Richard Hsang-Yang 30364599 2017 20,404 20,404 (63.31)(63.31)High mileage (appraisal appeal)RMV-VTS Approved 6/13/2018
Leinbach, Judith A 249031 2018 503,600 503,600 (52.14)(52.14)Assessed in error (illegal tax)Personal Approved 8/3/2018 Property sold December 11, 2017
McClinton, Robert 670296 2017 0 0 (19.40)(19.40)Assessed in error (illegal tax)Personal Approved 6/13/2018
Per site visit 5/29/18, mobile home no longer located on
property
McClinton, Robert 670296 2016 0 0 (22.27)(22.27)Assessed in error (illegal tax)Personal Approved 6/13/2018
Per site visit 5/29/18, mobile home no longer located on
property
McClinton, Robert 670296 2015 0 0 (23.65)(23.65)Assessed in error (illegal tax)Personal Approved 6/13/2018
Per site visit 5/29/18, mobile home no longer located on
property
Mebane, Christine 1069005 2018 0 0 (73.67)(73.67)Double billed (illegal tax)Personal Approved 8/3/2018 Aslo billed on account 250141
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Delegation of Authority per NCGS 105-381
To Finance Officer INFORMATION ITEM - RELEASES AND REFUNDS UNDER $100
September 4, 2018
May 25, 2018 thru August 15, 2018
2
NAME
ACCOUNT
NUMBER
BILLING
YEAR
ORIGINAL
VALUE
ADJUSTED
VALUE TAX FEE
FINANCIAL
IMPACT REASON FOR ADJUSTMENT
TAX
CLASSIFICATION ACTION Approved by CFO Additional Explanation
Montoro, Natalie 43088870 2017 7,097 7,097 (22.59)(22.59)High mileage (appraisal appeal)RMV-VTS Approved 6/13/2018
Mu, Siming 25315907 2017 24,089 24,089 (60.68)(60.68)High mileage (appraisal appeal)RMV-VTS Approved 8/3/2018
Overton, Timothy Darrell 30977991 2016 1,210 1,210 (8.80)(30.00)(38.80)*Situs error (illegal tax)RMV-VTS Approved 6/13/2018
Overton, Timothy Darrell 30977991 2015 1,300 1,300 (9.93)(30.00)(39.93)*Situs error (illegal tax)RMV-VTS Approved 6/13/2018
Partin, Jimmy 1002263 2018 0 0 (17.90)(17.90)Assessed in error (illegal tax)Personal Approved 8/16/2018 MH sold and demolished in 2017
Partin, Marie 1002264 2018 0 0 (17.90)(17.90)Assessed in error (illegal tax)RMV-VTS Approved 8/16/2018
Partin MH Park was sold to NCDOT in May 2017 and
homes were demolished
Paul Burkhead 192214 2017 145,800 145,800 (21.38)(21.38)Double billed (illegal tax) Personal Approved 7/9/2018 Also billed as licensed vehicle
Paul Burkhead 192214 2016 114,288 114,288 (21.80)(21.80)Double billed (illegal tax) Personal Approved 7/9/2018 Also billed as licensed vehicle
Paul Burkhead 192214 2015 114,288 114,288 (22.70)(22.70)Double billed (illegal tax) Personal Approved 7/9/2018 Also billed as licensed vehicle
Paul Burkhead 192214 2014 114,288 114,288 (25.42)(25.42)Double billed (illegal tax) Personal Approved 7/9/2018 Also billed as licensed vehicle
Perrone, Lisa Carol 43535830 2018 0 0 (31.29)(30.00)(61.29)Military exemption (illegal tax)RMV-VTS Approved 7/20/2018
Potter, Joan 18397069 2017 6,372 6,372 (12.66)(12.66)Damage (appraisal appeal)RMV-VTS Approved 8/3/2018
Price, Alexander Michael 1069811 2018 0 0 (37.25)(37.25)Assessed in error (illegal tax)Personal Approved 8/16/2018 Gap Bill - vehicle no longer owned during stated time period
Rigsbee, Travis Presley Jr 43113438 2017 500 500 (70.91)(70.91)Incorrect value (appriasal appeal)RMV-VTS Approved 6/13/2018 Small utility trailer
Shuler, Dannie 1069290 2018 0 0 (98.64)(98.64)Assessed in error (illegal tax)Personal Approved 7/9/2018
Gap bill - per NCDMV records vehicle was licensed during
gap period
Ward, Melanie 18386156 2017 4,575 4,575 (13.37)(13.37)High mileage (appraisal appeal)RMV-VTS Approved 7/9/2018
Wood, Reginald Vernon 18400147 2017 500 500 (22.17)(22.17)Antique plate (property classification)RMV-VTS Approved 6/13/2018
(2,718.19)TOTAL
*Situs error: An incorrect rate code was used to calculate bill. Value remains constant but bill amount changes due to the change in specific tax rates applied to that physical location.
The spreadsheet represents the financial impact that approval of the requested release or refund would have on the principal amount of taxes. Approval of the release or refund of the principal tax amount also constitutes approval of the release or refund of all associated interest, penalties,
fees, and costs appurtenant to the released or refunded principal tax amount.
Gap Bill: A property tax bill that covers the months between the expiration of a vehicle's registration and the renewal of that registration or the issuance of a new registration.
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