HomeMy WebLinkAboutAgenda - 09-01-20; 12-4 - Information Item - Tax Assessor's Report - Releases Refunds under $100 Delegation of Authority per NCGS 105-381 INFORMATION ITEM- RELEASES AND REFUNDS UNDER$100 SEPTEMBER 1,2020
To Finance Officer
ACCOUNT BILLING ORIGINAL ADJUSTED FINANCIAL TAX Approved by
NAME NUMBER YEAR VALUE VALUE TAX FEE IMPACT REASON FOR ADJUSTMENT CLASSIFICATION ACTION CFO Additional Explanation
Adkins,Duane Thomas 1073358 2018 900 - (27.26) (27.26) Assessed in error(illegal tax) RMV Approve 6/19/2020 Gap Bill:vehicle was registered in Virginia during gap period
Adkins,Duane Thomas 1073358 2018 900 - (27.26) - (27.26) Assessed in error(illegal tax) Personal Approve 7/1/2020 Gap Bill:Vehicle registered in Virgina during gap period
Alexander,Elise 292998 2020 518,000 509,800 (76.75) (76.75) Incorrect value(clerical error) Real Approve 8/13/2020 Value changed due to timely submission of data validation request
Allen,Danny 53491368 2019 4,250 500 (35.10) (35.10) Antique plate(property classification) RMV-VTS Approve 7/16/2020
Alvis,Kenneth D 153101 2020 72,310 63,083 (86.34) (86.34) Exempt(illegal tax) Personal Approve 8/13/2020
Balch,Deborah 18383708 2019 4,470 2,860 (15.54) (15.54) Damage(appraisal appeal) RMV-VTS Approve 7/16/2020
Broadhurst,Jennings Carson III 54918878 2020 18,680 13,823 (45.03) (45.03) High mileage(appraisal appeal) RMV-VTS Approve 8/13/2020
Buck,John Dennis 3186655 2020 1,180 - (33.32) (33.32) *Situs error(illegal tax) Personal Approve 8/13/2020 Gap Bill:Tax County is Pamlico County
Buck,John Dennis 3186756 2020 200 (7.53) (7.53) *Situs error(illegal tax) Personal Approve 8/13/2020 Gap Bill:Tax County is Pamlico County
Clark,Jeffrey L. 3185930 2020 2,000 - (21.19) (21.19) *Situs error(illegal tax) Personal Approve 8/13/2020 Property located in Virginia
Compton,Ronnie 47564849 2019 27,160 17,910 (89.23) (89.23) Purchase price(appraisal appeal) RMV-VTS Approve 5/20/2020
Corn,Kathy Clayton 1076654 2020 1,230 - (13.04) (13.04) Assessed in error(illegal tax) Personal Approve 8/13/2020 Property sold
Davis,Vernon 96668 2020 2,040 950 (8.89) (8.89) Assessed in error(illegal tax) Personal Approve 8/13/2020 Mobile Home Demolished
Downey,Charisse 1002186 2017 6,430 - (55.29) - (55.29) Double billed(illegal tax) Personal Approve 7/1/2020 Also billed on account 1060931
Fearrington,William 1017376 2020 2,190 926 (21.10) (21.10) Incorrect value(clerical error) Personal Approve 8/13/2020 Value correction
Fowler,Lassie Marie G. 294884 2020 2,700 - (28.18) (28.18) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2019 2,910 (30.39) (30.39) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2018 3,090 - (31.66) (31.66) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2017 3,300 (33.34) (33.34) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2016 3,530 - (36.95) (36.95) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2015 3,770 (39.46) (39.46) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2014 3,950 - (41.35) (41.35) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2013 4,230 (43.34) (43.34) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2012 4,750 - (48.69) (48.69) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2011 4,864 (49.48) (49.48) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2010 5,120 - (52.47) (52.47) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2009 5,460 (55.35) (55.35) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2008 5,860 - (69.04) (69.04) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fowler,Lassie Marie G. 294884 2007 6,290 (70.78) (70.78) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 316928
Fuquay,Leslie 30005735 2019 8,580 5,663 (28.92) (28.92) High mileage(appraisal appeal) RMV-VTS Approve 6/3/2020
Gillette,Eva 1057853 2020 5,360 - (55.19) (55.19) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 3182546
Greene,James Nash 1058176 2020 500 500 (3.39) (3.39) *Situs error(illegal tax) Personal Approve 8/13/2020 Corrected physical location
Horton,Ronald Frank 235907 2019 164,800 164,300 (9.17) (9.17) Assessed in error(illegal tax) Personal Approve 6/3/2020
Horton,Ronald Frank 235907 2018 164,800 164,300 (9.05) (9.05) Assessed in error(illegal tax) Personal Approve 6/3/2020
Horton,Ronald Frank 235907 2017 164,800 164,300 (8.95) (8.95) Assessed in error(illegal tax) Personal Approve 6/3/2020
Horton,Ronald Frank 235907 2016 152,538 152,038 (9.22) (9.22) Assessed in error(illegal tax) Personal Approve 6/3/2020
Horton,Ronald Frank 235907 2015 152,538 152,038 (9.22) (9.22) Assessed in error(illegal tax) Personal Approve 6/3/2020
Howell,John III 1073993 2020 10,872 10,872 (32.01) (32.01) *Situs error(illegal tax) Personal Approve 8/13/2020 Corrected physical location
Joshi,Jyoti 1073333 2018 4,090 - (59.25) (59.25) Assessed in error(illegal tax) Personal Approve 7/1/2020 Gap Bill:Vehicle registered in New York during gap period
Karr,April Dawn 30375375 2019 5,950 4,000 (29.01) (29.01)ligh mileage/damage(appraisal appeal) RMV-VTS Approve 8/13/2020
Klemm,Aaron Erwin 1075656 2019 500 - (8.35) (8.35) Double billed(illegal tax) Personal Approve 7/1/2020 Also billed on account 275747
Lawit,Kristel Lynn 3183941 2020 10,497 - (50.26) (50.26) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 1055468
Lawit,Kristel Lynn 3183942 2020 1,235 - (11.92) (11.92) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 1055468
Lee,Richard 46548156 2019 28,340 25,506 (47.30) (47.30) High mileage(appraisal appeal) RMV-VTS Approve 5/20/2020
Mallett,Jenne 55344025 2020 2,390 2,390 (16.88)(30.00) (46.88) *Situs error(illegal tax) RMV-VTS Approve 7/31/2020
Mallett,Jenna 51067598 2019 1,020 1,020 (7.24)(30.00) (37.24) *Situs error(illegal tax) RMV-VTS Approve 7/31/2020
Mattison,Brett 5745207 2015 3,630 - (43.04) (43.04) Military exemption(illegal tax) RMV-VTS Approve 6/3/2020
Mattison,Brett 5745207 2016 3,240 (38.59) (38.59) Military exemption(illegal tax) RMV-VTS Approve 6/3/2020
Mattison,Brett 5745207 2017 2,890 (32.91) (32.91) Military exemption(illegal tax) RMV-VTS Approve 6/3/2020
Mattison,Brett 5745207 2018 2,600 - (29.94) (29.94) Military exemption(illegal tax) RMV-VTS Approve 6/3/2020
McKay William 1072473 2020 500 (5.22) (5.22) *Situs error(illegal tax) Personal Approve 8/13/2020 Property is located in South Carolina
McMillin,Leigh 1073134 2019 4,400 - (40.17) (40.17) Double billed(illegal tax) Personal Approve 5/20/2020 Also billed on account 1077305
Miller,Coy Heirs 901 2020 37,600 30,052 (69.98) (69.98) Incorrect value(clerical error) Real Approve 8/13/2020 Value changed due to approval of Present Use Value application
Mullens,Regina 324148 2019 4,050 - (42.97) (42.97) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 1057472
May 14,2020 thru August 13,2020 1
Delegation of Authority per NCGS 105-381 INFORMATION ITEM- RELEASES AND REFUNDS UNDER$100 SEPTEMBER 1,2020
To Finance Officer
ACCOUNT BILLING ORIGINAL ADJUSTED FINANCIAL TAX Approved by
NAME NUMBER YEAR VALUE VALUE TAX FEE IMPACT REASON FOR ADJUSTMENT CLASSIFICATION ACTION CFO Additional Explanation
Mullens,Regina 324148 2018 4,310 - (44.91) (44.91) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 1057472
Mullens,Regina 324148 2017 4,610 (46.88) (46.88) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 1057472
Mullens,Regina 324148 2016 4,920 - (51.84) (51.84) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 1057472
Mullens,Regina 324148 2015 5,270 (55.53) (55.53) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 1057472
Nace,Gregory 54105974 2019 1,130 500 (6.08) - (6.08) Antique plate(property classification) RMV-VTS Approve 7/1/2020
Navarro,Juan 1020416 2019 4,050 - (41.68) (41.68)1 Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 313387
Navarro,Juan 1020416 2018 4,310 - (43.53) (43.53) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 313387
Navarro,Juan 1020416 2017 4,610 (45.92) (45.92) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 313387
Navarro,Juan 1020416 2016 4,920 - (51.30) (51.30) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 313387
Navarro,Juan 1020416 2015 5,270 (49.96) (49.96) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 313387
Navarro,Juan 1020416 2014 5,990 - (62.46) (62.46) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 313387
Navarro,Juan 1020416 2013 6,410 (65.69) (65.69) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 313387
Nordan,Kenneth 46112209 2019 2,460 2,460 (13.58)(30.00) (43.58) 'Situs error(illegal tax) RMV-VTS Approve 7/16/2020
Overton,Kathleen 1002187 2018 7,110 - (71.83) (71.83) Assessed in error(illegal tax) Personal Approve 8/13/2020 No longer owns mobile home
Parrish,Kenneth 206123 2019 4,400 - (41.50) (41.50) Assessed in error(illegal tax) Personal Approve 6/19/2020 Per aerial and field review,mobile home was removed from parcel in 2012
Parrish,Kenneth 206123 2018 4,690 (42.66) (42.66) Assessed in error(illegal tax) Personal Approve 6/19/2020 Per aerial and field review,mobile home was removed from parcel in 2012
Parrish,Kenneth 206123 2017 5,010 - (44.43) (44.43) Assessed in error(illegal tax) Personal Approve 6/19/2020 Per aerial and field review,mobile home was removed from parcel in 2012
Parrish,Kenneth 206123 2016 5,350 (49.14) (49.14) Assessed in error(illegal tax) Personal Approve 6/19/2020 Per aerial and field review,mobile home was removed from parcel in 2012
Parrish,Kenneth 206123 2015 5,730 - (52.64) (52.64) Assessed in error(illegal tax) Personal Approve 6/19/2020 Per aerial and field review,mobile home was removed from parcel in 2012
Parrish,Kenneth 206123 2014 5,990 (55.02) (55.02) Assessed in error(illegal tax) Personal Approve 6/19/2020 Per aerial and field review,mobile home was removed from parcel in 2012
Parrish,Kenneth 206123 2013 6,410 - (57.60) (57.60) Assessed in error(illegal tax) Personal Approve 6/19/2020 Per aerial and field review,mobile home was removed from parcel in 2012
Phelps,Jalissa 52828166 2019 2,510 2,510 (23.48) - (23.48) Military exemption(illegal tax) RMV-VTS Approve 7/1/2020
Riggs,Jerry Edwin Jr 52983389 2019 840 840 (5.92)(30.00) (35.92) 'Situs error(illegal tax) RMV-VTS Approve 6/19/2020
Rodriguez,Jose Nelson 1058946 2019 5,870 - (61.95) (61.95) Assessed in error(illegal tax) Personal Approve 8/13/2020 No longer owns property
Rogers,Clifford Bernard 51541006 2019 8,240 8,240 (59.35)(30.00) (89.35) 'Situs error(illegal tax) RMV-VTS Approve 8/13/2020
Rubio,Ayala Augustina 1062976 2018 950 - (15.34) (15.34) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 1076998
Rubio,Ayala Augustina 1062976 2019 950 - (15.02) (15.02) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 1076998
Springsteen,Vanessa 41151755 2019 22,040 19,395 (24.75) (24.75) High mileage(appraisal appeal) RMV-VTS Approve 6/3/2020
Stabler,Brennan 53410052 2019 5,710 4,108 (25.85) (25.85) Damage(appraisal appeal) RMV-VTS Approve 6/3/2020
Terrell,Barbara 1050703 2019 7,880 - (83.16) (83.16) Double billed(illegal tax) Personal Approve 8/13/2020 Also billed on account 1075276
Velasquez-Orzco,Welber 966260 2019 1,630 - (15.73) (15.73) Double billed(illegal tax) Personal Approve 7/31/2020 Also billed on account 1075717
Wilder,Jerry 5399 2019 3,449 (35.49) (35.49) 'Situs error(illegal tax) Personal Approve 8/13/2020 Property located in Davidson County
(3,401.72)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.
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.
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.
May 14,2020 thru August 13,2020 2