HomeMy WebLinkAboutAgenda 01-16-24; 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
To Finance Officer JANUARY 16,2024
ACCOUNT BILLING ORIGINAL ADJUSTED FINANCIAL TAX Approved by
NAME NUMBER YEAR VALUE VALUE TAXFEE IMPACT REASON FOR ADJUSTMENT CLASSIFICATION ACTION CFO Additional Explanation
Andrews,Pamela Dodson 1050644 2018 3,650 0 (36.88) (36.88) Assessed in error(illegal tax) Personal Approve 12/20/2023 Mobile home removed from parcel in 2017
Andrews,Pamela Dodson 1050644 2019 3,430 0 35.32 (35.32) Assessed in error(illegal tax) Personal Approve 12/20/2023 Mobile home removed from parcel in 2017
Andrews,Pamela Dodson 1050644 2020 3,200 0 (32.95) (32.95) Assessed in error(illegal tax) Personal Approve 12/20/2023 Mobile home removed from parcel in 2017
Andrews,Pamela Dodson 1050644 2021 3,090 0 29.96 (29.96) Assessed in error(illegal tax) Personal Approve 12/20/2023 Mobile home removed from parcel in 2017
Andrews,Pamela Dodson 1050644 2022 2,990 0 (29.73) (29.73) Assessed in error(illegal tax) Personal Approve 12/20/2023 Mobile home removed from parcel in 2017
Andrews,Pamela Dodson 1050644 2023 2,880 0 29.09 (29.09) Assessed in error(illegal tax) Personal Approve 12/20/2023 Mobile home removed from parcel in 2017
Bridges,Keven 68546788 2022 500 0 (3.62) ($30.00) (33.62) *Situs error(illegal tax) RMV-VTS Approve 12/21/2023
Chase,Rodney L III 1062107 2021 3,110 0 30.20 (30.20) Assessed in error(illegal tax) Personal Approve 12/21/2023 Watercraft located in Alamance County
Chase,Rodney L III 1062107 2022 3,110 0 (30.63) (30.63) Assessed in error(illegal tax) Personal Approve 12/21/2023 Watercraft located in Alamance County
Chase,Rodney L III 1062107 2023 3,110 0 31.11 (31.11) Assessed in error(illegal tax) Personal Approve 12/21/2023 Watercraft located in Alamance County
Cohen,Hyla Sue 309942 2019 610 0 (6.44) (6.44) Assessed in error(illegal tax) Personal Approve 12/21/2023 Vehicle sold January 2010,verified through INC Department of Motor Vehicles
Cohen,Hyla Sue 309942 2020 610 0 6.46 (6.46) Assessed in error(illegal tax) Personal Approve 12/21/2023 Vehicle sold January 2010,verified through INC Department of Motor Vehicles
Cohen,Hyla Sue 309942 2021 610 0 (6.13) (6.13) Assessed in error(illegal tax) Personal Approve 12/21/2023 Vehicle sold January 2010,verified through INC Department of Motor Vehicles
Cohen,Hyla Sue 309942 2022 610 0 6.22 (6.22) Assessed in error(illegal tax) Personal Approve 12121/2023 Vehicle sold January 2010,verified through INC Department of Motor Vehicles
Cohen,Hyla Sue 309942 2023 610 0 (6.31) (6.31) Assessed in error(illegal tax) Personal Approve 12121/2023 Vehicle sold January 2010,verified through NC Department of Motor Vehicles
Contreras,Marisela 1073854 2022 2,120 0 21.59 (21.59) Assessed in error(illegal tax) Personal Approve 12/21/2023 Vehicle sold October 2021,verified through INC Department of Motor Vehicles
Contreras,Marisela 1073854 1 2023 2,120 0 (21.92) (21.92) Assessed in error(illegal tax) Personal Approve 12/21/2023 Vehicle sold October 2021,verified through NC Department of Motor Vehicles
Costello,Elizabeth Jane 3197450 2022 4,975 0 50.96 (50.96) Assessed in error(illegal tax) Personal Approve 12121/2023 Property sold in 2021
Crane,Thomas H 3197421 2022 2,748 0 (27.63) (27.63) Assessed in error(illegal tax) Personal Approve 12/21/2023 Deceased 7/1/2021;property no longer in Orange County
Geinosk,Daniel 75530348 2023 16,540 11,578 55.79 (55.79) High mileage(appraisal appeal) RMV-VTS Approve 12121/2023
Harvey,Joel Andrew 1073865 2021 4,718 0 (47.15) (47.15) Assessed in error(illegal tax) Personal Approve 12/20/2023 Transfer of ownership 04/24/2020
Harvey,Joel Andrew 1073865 2022 4,718 0 48.32 (48.32) Assessed in error(illegal tax) Personal Approve 12120/2023 Transfer of ownership 04/24/2020
Harvey,Joel Andrew 1073865 2023 4,718 0 48.53 (48.53) Assessed in error(illegal tax) Personal Approve 12120/2023 Transfer of ownership 04/24/2020
Horton,James Michael 75164728 2023 1-3,550 3,550 25.87 $30.00 (55.87) *Situs error(illegal tax) VTS Approve 1 11/22/2023
Jamison,Robin 75388467 2023 2,980 2,980 21.45 $30.00 (51.45) *Situs error(illegal tax) VTS-RMV Approve 1 12/20/2023
Lea,James 55707210 1 2023 21,320 14,924 60.01 (60.01) High mileage(appraisal appeal) VTS-RMV Approve 12120/2023
Merritt,Jonathan David 1054395 1 2019 950 0 9.69 (9.69) Double billed(illegal tax) Personal Approve 12/20/2023 Also assessed on account 177498
Merritt,Jonathan David 1054395 1 2020 950 0 9.69 (9.69) Double billed(illegal tax) Personal Approve 12120/2023 Also assessed on account 177498
Merritt,Jonathan David 1054395 2021 950 0 (9.23) (9.23) Double billed(illegal tax) Personal Approve 12/20/2023 Also assessed on account 177498
Merritt,Jonathan David 1054395 2022 950 0 9.36) (9.36) Double billed(illegal tax) Personal Approve 12/20/2023 Also assessed on account 177498
Merritt,Jonathan David 1054395 2023 950 0 (9.50)_ (9.50) Double billed(illegal tax) Personal Approve 12/20/2023 Also assessed on account 177498
Salim,Michael 45009879 2019 60,3001 54,940 86.50 (86.50)1 Value adjustment(appraisal appeal) VTS-RMV Approve 12120/2023
Transitioning Senior Consultants LLC 74369245 2023 51,025 48,530 (40.05) (40.05) Purchase price(appraisal appeal) VTS Approve 11/22/2023
Tyler Goodridge DDS PLLC 3198798 2023 2,367 0 43.63) (43.63) Double billed(illegal tax) Personal Approve 11122/2023 Asset costs submitted twice by CPA firm
$(1,057.92) 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 re istration 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 ofthe principal tax amount also constitutes a royal of the release or refund of all associated interest, enalties,fees,and costs appurtenant to the released or refunded principal tax amount.
November 8,2023 thru December 20,2023 1