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HomeMy WebLinkAboutAgenda 10-07-2025; 8-c - Property Tax Releases Refunds ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date:October 7, 2025 Action Agenda Item No.8-c SUBJECT: Property Tax Releases/Refunds DEPARTMENT: Tax Administration ATTACHMENT(S): Resolution Release/Refund Data Spreadsheet INFORMATION CONTACT: Nancy Freeman, Tax Administrator, (919) 245-2735 PURPOSE: To consider adoption of a resolution to release property tax values for twenty-two (22) taxpayers with a total of twenty-two (22) bills that will result in a reduction of revenue. BACKGROUND: The Tax Administration Office has received twenty-two (22) 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 $201,242.01 to Orange County, municipalities, and special districts. Of this total, the impact on the County’s portion of the taxes is $101,118.30. The financial impact year to date for FY 2025- 2026 is $253,488.27. The Tax Assessor recognized that refunds could impact the budget and accounted for these in the annual budget projections. ALIGNMENT WITH STRATEGIC PLAN: This item supports:  MISSION STATEMENT: Orange County is a visionary leader in providing governmental services valued by our community, beyond those required by law, in an equitable, sustainable, innovative, and efficient way.  GUIDING PRINCIPLE – STEWARDSHIP AND ADVOCACY We make proactive data-supported decisions and advocate to local, state, and Federal governments in response to our community’s needs in a way that best utilizes our resources.  GUIDING PRINCIPLE – SOCIAL JUSTICE We reject oppression and inequity by ensuring fair and equitable treatment of all people. RECOMMENDATION(S): The Manager recommends that the Board approve the attached resolution approving these property tax release/refund requests in accordance with North Carolina General Statute 105-381. 1 NORTH CAROLINA RES-2025-048 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, Laura Jensen, 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 business 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 ____________, 2025 ___________________________________ Clerk to the Board of Commissioners 2 Cl e r i c a l e r r o r G . S . 1 0 5 - 3 8 1 ( a ) ( 1 ) ( a ) Il l e g a l t a x G . S . 1 0 5 - 3 8 1 ( a ) ( 1 ) ( b ) Ap p r a i s a l a p p e a l G . S . 1 0 5 - 3 3 0 . 2 ( b ) BO C C R E P O R T - R E A L / P E R S O N A L OCTOBER 7, 2025 NA M E AC C O U N T NU M B E R BI L L I N G YE A R OR I G I N A L VA L U E A D J U S T E D VA L U E F I N A N C I A L IM P A C T O R A N G E CO U N T Y T A X IM P A C T R E A S O N F O R A D J U S T M E N T AD D I T I O N A L I N F O R M A T I O N Al l i a n c e F u n d i n g G r o u p 3 2 1 3 3 0 0 2 0 2 5 4 4 , 5 5 0 0 ( $ 5 9 7 . 5 0 ) ( $ 2 8 4 . 3 6 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) B u s i n e s s p e r s o n a l p r o p e r t y - d e l e t i o n o f p r o p e r t y m i s s e d d u r i n g k e y i n g . Bo r t s o v , A n d r e y V 9 8 7 8 0 4 2 0 2 5 1 3 , 8 2 0 0 ( $ 1 5 9 . 1 7 ) ( $ 1 5 9 . 1 7 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) O r i g i n a l m a n u f a c t u r e d h o m e v a l u e a s s e s s e d a b o v e p u r c h a s e a m o u n t . BR C h a p e l H i l l L L C 31 9 0 7 2 9 2 0 2 5 1 4 , 8 2 5 , 2 0 0 1 , 5 1 9 , 4 0 0 ( $ 1 7 1 , 1 3 9 . 2 0 ) ( $ 8 4 , 9 3 0 . 9 2 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) C o n s t r u c t i o n l i s t e d o n i n c o r r e c t p r o p e r t y . C o r r e c t p a r c e l I D n u m b e r i s 9 7 9 9 3 4 7 7 0 4 . Br i g g s , C a r o l y n 15 2 5 8 7 2 0 2 5 2 0 9 , 4 9 0 1 2 4 , 4 9 0 ( $ 1 , 1 4 8 . 7 7 ) ( $ 5 4 2 . 5 5 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) L a n d v a l u e n o t i n c l u d e d o n i n t e r n a l a s s i s t a n c e w o r k s h e e t . Ch e n , Z i y u 32 2 1 8 8 4 2 0 2 5 1 4 , 6 0 0 0 ( $ 4 8 5 . 1 1 ) ( $ 2 4 0 . 7 5 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) G a p b i l l : v e h i c l e r e g i s t e r e d i n M a s s a c h u s e t t s d u r i n g g a p . Cr o t h e r s , T i m o t h y W . 23 5 4 0 8 2 0 2 5 7 6 3 , 4 0 0 4 8 3 , 4 0 0 ( $ 3 , 6 0 1 . 3 6 ) ( $ 1 , 7 8 7 . 2 4 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) B i l l e d o n o r i g i n a l v a l u e i n s t e a d o f v a l u e a f t e r i n f o r m a l a p p e a l . Ev e n D o u g h 32 1 6 0 1 7 2 0 2 5 1 7 6 , 9 3 0 5 6 , 9 3 7 ( $ 1 , 6 2 1 . 7 1 ) ( $ 7 6 5 . 9 1 ) D o u b l e b i l l e d ( i l l e g a l t a x ) Le a s e h o l d i m p r o v e m e n t s l i s t e d a s b u s i n e s s p e r s o n a l p r o p e r t y a n d a l s o i n c l u d e d w i t h r e a l p r o p e r t y . Fl o w e r , A b i g a i l J a n e 32 2 1 8 6 4 2 0 2 5 1 8 , 9 9 0 0 ( $ 2 6 4 . 6 0 ) ( $ 1 3 1 . 3 1 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) G a p b i l l : v e h i c l e r e g i s t e r e d i n M i d d l e t o n W I d u r i n g g a p . Ha t l e y , J a n e N 32 1 7 4 0 8 2 0 2 5 2 8 , 4 9 5 0 ( $ 2 6 3 . 9 1 ) ( $ 1 8 1 . 8 8 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) P r o p e r t y g i f t e d p r i i o r t o J a n u a r y 1 d u e t o o w n e r ' s d e a t h . Ho w a r d , R i c h a r d L . 18 2 7 3 0 2 0 2 5 3 8 2 , 1 0 0 3 5 4 , 9 0 0 ( $ 1 9 2 . 6 6 ) ( $ 1 7 3 . 6 2 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) B i l l e d o n o r i g i n a l v a l u e i n s t e a d o f v a l u e a f t e r i n f o r m a l a p p e a l . Ho y t , P e t e r A . 16 8 8 4 5 2 0 2 5 6 1 8 , 3 0 0 5 2 1 , 5 0 0 ( $ 7 0 7 . 0 3 ) ( $ 6 1 7 . 8 7 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) B i l l e d o n o r i g i n a l v a l u e i n s t e a d o f v a l u e a f t e r i n f o r m a l a p p e a l . Hu n n e l l , J a c k E . 10 6 6 9 4 1 2 0 2 5 1 , 2 8 4 , 7 0 0 1 , 0 0 8 , 8 0 0 ( $ 2 , 0 1 5 . 1 7 ) ( $ 1 , 7 6 1 . 0 7 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) B i l l e d o n o r i g i n a l v a l u e i n s t e a d o f v a l u e a f t e r i n f o r m a l a p p e a l . Ko i , C h a o 28 2 0 8 6 2 0 2 5 4 4 8 , 5 0 0 4 3 8 , 5 0 0 ( $ 1 2 8 . 6 2 ) ( $ 6 3 . 8 3 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) B i l l e d o n o r i g i n a l v a l u e i n s t e a d o f v a l u e a f t e r i n f o r m a l a p p e a l . Mu p p a l a , B h a v a n a 32 2 1 1 0 6 2 0 2 5 1 0 , 5 5 0 0 ( $ 9 1 5 . 5 0 ) ( $ 4 7 7 . 9 4 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) G a p b i l l : v e h i c l e r e g i s t e r e d i n O h i o d u r i n g g a p . Na v a r a t n a m , S r i v T r u s t e e 2 8 2 2 5 7 2 0 2 5 5 6 2 , 8 0 0 4 4 7 , 4 0 0 ( $ 1 , 4 8 4 . 2 7 ) ( $ 7 3 6 . 6 0 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) B i l l e d o n o r i g i n a l v a l u e i n s t e a d o f v a l u e a f t e r i n f o r m a l a p p e a l . Os h i m u r a , G r a c e 22 3 8 6 2 2 0 2 5 5 1 7 , 9 0 0 2 5 8 , 9 5 0 ( $ 3 , 4 9 9 . 7 1 ) ( $ 1 , 6 5 2 . 8 8 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) E x e m p t i o n r e m o v e d i n e r r o r . Pa l m e r , S t a c y 32 1 9 1 4 4 2 0 2 5 2 2 , 9 9 0 0 ( $ 7 6 5 . 7 0 ) ( $ 3 9 6 . 7 6 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) G a p b i l l : v e h i c l e r e g i s t e r e d i n G e o r g i a d u r i n g g a p . Pe p p o , M i c h a e l J o s e p h 3 2 1 7 5 1 8 2 0 2 5 1 1 , 5 7 0 0 ( $ 1 1 6 . 6 6 ) ( $ 7 3 . 8 5 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) M a n u f a c t u r e d h o m e s o l d i n A p r i l o f 2 0 2 4 . Pr e i s s , M a d e l e i n e G r e y 3 2 2 1 8 6 6 2 0 2 5 2 0 , 9 9 0 0 ( $ 5 9 1 . 0 0 ) ( $ 2 7 9 . 1 2 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) G a p b i l l : v e h i c l e r e g i s t e r e d i n V i r g i n i a d u r i n g t h e g a p . Pr o f e s s i o n a l V i l l a g e L L C 2 2 2 7 9 7 2 0 2 5 4 , 5 9 2 , 0 0 0 4 , 1 3 2 , 8 0 0 ( $ 5 , 9 0 6 . 2 3 ) ( $ 2 , 9 3 1 . 0 7 ) I n c o r r e c t v a l u e ( c l e r i c a l e r r o r ) B i l l e d o n o r i g i n a l v a l u e i n s t e a d o f v a l u e a f t e r i n f o r m a l a p p e a l . Sc h o m b u r g , H a l e y M c C r a c k e n 3 2 1 7 2 5 3 2 0 2 4 1 2 , 9 9 0 0 ( $ 3 0 6 . 4 6 ) ( $ 1 5 8 . 8 0 ) A s s e s s e d i n e r r o r ( i l l e g a l t a x ) G a p b i l l : v e h i c l e r e g i s t e r e d i n V i r g i n i a d u r i n g t h e g a p . We a v e r S t r e e t 14 1 3 9 4 2 0 2 0 1 , 6 3 3 , 6 7 0 1 , 3 1 4 , 4 1 6 ( $ 5 , 3 3 1 . 6 7 ) ( $ 2 , 7 7 0 . 8 0 ) D o u b l e b i l l e d ( i l l e g a l t a x ) La n d s c a p i n g / p a v e m e n t c o s t p a i d b y W e a v e r S t r e e t a s a d o n a t i o n t o t h e r e a l p r o p e r t y f o r i m p r o v e m e n t s . To t a l ( $ 2 0 1 , 2 4 2 . 0 1 ) ( $ 1 0 1 , 1 1 8 . 3 0 ) Ga p B i l l : A p r o p e r t y t a x b i l l t h a t c o v e r s t h e m o n t h s b e t w e e n t h e e x p i r a t i o n o f a v e h i c l e ' s r e g i s t r a t i o n a n d t h e r e n e w a l o f t h a t r e g i s t r a t i o n o r t h e i s s u a n c e o f a n e w r e g i s t r a t i o n . Th e s p r e a d s h e e t r e p r e s e n t s t h e f i n a n c i a l i m p a c t t h a t a p p r o v a l o f t h e r e q u e s t e d r e l e a s e o r r e f u n d w o u l d h a v e o n t h e p r i n c i p a l a m o u n t o f t a x e s . A p p r o v a l o f t h e r e l e a s e o r r e f u n d o f t h e p r i n c i p a l t a x a m o u n t a l s o c o n s t i t u t e s a p p r o v a l o f t h e r e l e a s e o r re f u n d o f a l l a s s o c i a t e d i n t e r e s t , p e n a l t i e s , f e e s , a n d c o s t s a p p u r t e n a n t t o t h e r e l e a s e d o r r e f u n d e d p r i n c i p a l t a x a m o u n t . Au g u s t 1 6 , 2 0 2 5 t h r u S e p t e m b e r 1 9 , 2 0 2 5 3