HomeMy WebLinkAbout1987-12-28 Special Meeting
~
~. _ _~ ...L
? l/.t2v
MINUTES OF SPECIAL MEETING, DECEMBER 28, 1987
ASSEMBLY
The New Hanover County Board of Corrunissioners met in
Special Session on Monday, December 28, 1987, at 9:00
o'clock A.M. in the Assembly Room of the New Hanover County
Administration Building, 320 Chestnut Street, Wilmington,
North Carolina.
Members present were: corrunissioners Jonathan Barfield,
Sr.; W. Albert Corbett, Jr.; Fred Retchin; Vice-Chairman,
Nolan O'Neal; Chairman, John M. Dolan; County Manager, G.
Felix Cooper; County Attorney, Robert W. Pope; and Clerk to
the Board, Lucie F. Harrell.
r
I
L
Chairman Dolan called the Special Session to order
stating the purpose of the meeting was to hear a
presentation by the Tax Department defining the process used
for performing the 1988 Prope~ty Tax Revaluation.
PRESENTATION BY NEW HANOVER COUNTY TAX DEPARTMENT - 1988
PROPERTY TAX REVALUATION
Tax Administrator, Roland Register, listed the
following reasons for electing to perform the reappraisal on
a shorter cycle than required by state statute:
1. Rapidly escalating property values which create
inequities. These inequities can be eliminated now, instead
of in future years, by reappraisal which will benefit stable
and declining neighborhoods.
2. Advanced revaluation allows people to pay property
taxes based upon their wealth which is the original intent
of the property tax.
3. Revaluation reduces or eliminates the risk that
state appraised public service companies and large
businesses will be taxed at less than 100% of value.
,-
'-
Tax Administrator Register corrunented on real estate as
being a more accurate measurement with values viewed as a
more respectable tax base than in personal value. He stated
existing systems of personnel are now available in the
County Tax Office for conducting a tax equalization program
at a minimal cost. He stated contracting with private
individuals could cost County taxpayers approximately
$800,000 to $2,000,000.
Tax Administrator Register stated revaluations are not
popular; therefore, many inequities are allowed to exist and
the burden of property taxes is placed upon lower income
citizens. He corrunented on a 14% revenue loss from State
appraised public utilities due to the sales ratio falling
below 90%. He stated as State appraised public utilities
values increase, more revenue will be lost, and by the year
1990, under 1983 values, the sales ratio will be 40-50%
below the market with a loss of 40-50% of revenue from State
public utilities. Tax Administrator Register emphasized the
importance of performing revaluations more frequently than
the 8-year cycle required by the State in order to more
equitably distribute property tax among the citizens of New
Hanover County.
r-
L
Mr. Jim Bethune, Tax Appraisal Supervisor, stated an
appraisal is an opinion; it is an estimate of value. A
convincing appraisal is based on the integrity and
competence of the appraiser and the soundness and skill with
which the available pertinent data is processed. He stated
the appraisal process is a systematic, logical method of
collecting, analyzing and processing data into intelligent,
L__
r
u
I'
I
~
r
L.J
MINUTES OF SPECIAL MEETING, DECEMBER 28, 1987 (CONTINUED)
711.3
well-reasoned value estimates. It is used by both the
assessor and the appraiser in estimating the value of
property. Even though the assessor must appraise a large
number of properties in a short period of time, no steps in
the appraisal process may be omitted. Mr. Bethune listed
the fOllowing steps used in the appraisal process:
1. Definition of the Problem
a. Identification of the property
b. Property rights involved
c. Purpose and function of the appraisal
d. Date of appraisal
e. Definition of value
2. Preliminary Survey and Planning
3. Data Collection and Analysis
4. Application of Approaches to Value
a. The Cost Approach
b. The Comparative Sales Approach
c. The Income Approach
5. Bundle of rights
6. Ad Valorem Tax Appraisal by the Mass Appraisal
Process
7. Method Used for Estimating Value
Mr. Bethune stated mass appraisal and the cost approach
are used by New Hanover County in assessing values. He
stated the cost approach is the fastest and least
complicated of the three approaches to value and is the most
economical and cost effective. He stated for these reasons,
the reappraisal and assignment of value is performed by the
cost approach; however, the market and income approaches are
of great importance and used in support of, and for
adj ustments to value assigned by the cost approach. Mr.
Bethune stated mass appraisal is the process of valuing a
universe of properties as of a given date, in uniform order,
utilizing standard methodology, employing a common reference
for data, and allowing for statistical testing. He stated
the appraiser does not make a detailed appraisal of each
piece of property since this would not be economically
feasible nor would there be sufficient staff to perform
individual appraisals. Assessment involves mass appraising,
and the appraiser must rely on averages developed through
the processing of great quantities of data. Accordingly, in
using the cost approach, the appraiser will estimate by cost
studies that certain structures, falling into a rather broad
classification, will cost "so much" per square foot to
reproduce, based on segregated elements of construction, with
this cost factor being applied to all structures within that
classification.
Mr. Bethune commented on the Schedules of Values
stating the basis for assessing each parcel of property is
established by this schedule. The manual is designed to
meet the legal requirements by setting out uniform schedules
of values, standards, and rules to be used in appraising
real property. He stated it is the intent of the law that
each taxpayer shall be assessed in direct proportion to the
value of real property recorded in his name. He stated the
prime objective of the New Hanover County Assessor's office
is to comply by setting a uniformity of standards, methods,
and procedures which will result in equity of assessments.
Mr. Bethune stated where assessments are made infrequently,
inequities are compounded and for this reason, he supports a
revaluation cycle at least every four years.
Vice-Chairman O'Neal expressed concern for elderly
persons who cannot pay increases in their property taxes
when reappraised. He emphasized the importance of
contacting our legislators requesting relief for these
persons liVing on fixed incomes. Discussion was held on
- -. -----,
-~
'7 f''1
MINUTES OF SPECIAL MEETING, DECEMBER 28, 1987 (CONTINUED)
raising the exemption for the elderly and disabled. Further
discussion was held on bills that have been introduced in
the House and Senate to provide assistance with no action
being taken.
Commissioner Barfield expressed concern for various
values of land throughout the County, particularly property
that has increased in value from 400% to 700% and questioned
the mass appraisal approach used in the 1988 Property Tax
Revaluation.
'1
Mr. Bethune stated in general, the vast majority of the
appraisals are correct. He stated the Tax Office has not
received appeals from individuals with increases of 400% to
700% stating these individuals should contact the Appraisal
Office immediately for a review of the assessed value.
LJ
After further discussion, Commissioner Corbett MOVED,
to withdraw the 1988 Property Tax Revaluation until 1991
with preparation of a resolution requesting support from the
legislators for a homestead exemption for elderly and
disabled persons. The floor was opened for discussion.
Commissioner Barfield SECONDED the MOTION stating since
the County does not need additional revenues at the present
time, he strongly feels additional time is needed to further
assess the growth pattern in New Hanover County in
relationship to the method of appraising property values.
commissioner O'Neal expressed concern for the time and
effort given by the Appraisal Office to perform the
revaluation stating the problem was not the appraisal
itself, but correcting the inequities that exist. He
expressed concern for collecting enough taxes to support the
budget and requested the County Manager to comment.
r
County Manager Cooper stated the taxes levied in 1987
will be ample to run an effective government based on needs
in 1988 and the anticipated growth that might be incurred.
He stated the projected increase in property values with the
new revaluation is 35-45%, which will mean that an
individual's property appraised higher than the 35-45% will
pay more taxes; however, an individual with an increased
appraisal of 35-45% will pay the same taxes; and an
individual with an increased appraisal lower than the 35-45%
will pay less taxes. He stated if the Commissioners desire
to withdraw the revaluation, the County can function on the
same dollar amount of taxes levied last year.
'L
commissioner Barfield and Commissioner Corbett stated
their comments and motion to withdraw the revaluation are
not in criticism of the Tax Appraisal Staff or Tax
Administration Office. They both emphasized the importance
of allowing more time to further assess the method used in
performing the revaluation.
Commissioner Retchin recommended amending the MOTION to
allow for an additional year before implementation of the
1988 revaluation which will provide ample time to hear
appeals and more closely examine areas which have greatly
increased in value.
,-
Commissioner Corbett stated he would AMEND the MOTION
to withdraw the revaluation for one year.
L
County Manager Cooper stated he felt this was a hasty
decision based on the time involved in deciding to perform
the revaluation. He requested giving staff time to make
recommendations to the Board as to the legal and technical
aspects of this motion before taking action on withdrawal or
delay of the revaluation.
,.------
L_ _
MINUTES OF SPECIAL MEETING, DECEMBER 28, 1987 (CONTINUED)
7Jf~
Tax Administrator Register stated if the revaluation is
deferred to 1989, the Tax Office will have to go through the
same process as performed in 1988 which requires collection
of data, placement of new cost factors in the computer, and
regeneration of valuation notices. He stated the situation
would not be different in 1989.
Chairman Dolan stated if the revaluation is to be
withdrawn, it should be delayed to 1991 as required under
state statute.
"
After further discussion, Commissioner Corbett
withdrew his AMENDED MOTION and requested a vote on the
original MOTION, which had been SECONDED by Commissioner
Barfield, to withdraw the 1988 Property Tax Revaluation
until 1991 with preparation of a resolution to the
legislators for a homestead exemption for the elderly and
disabled.
I
!
LJ
commissioner Retchin recommended delaying action on
the motion.
Vice-Chairman O'Neal stated he was in favor of
supporting legislation to assist the elderly and disabled;
however, he could not support withdrawal of the revaluation.
Chairman Dolan called for a vote on the original MOTION
by Commissioner Corbett. Upon vote, the MOTION CARRIED AS
FOLLOWS:
Voting Aye: Commissioner Barfield
Commissioner Corbett
Commissioner Retchin
Chairman Dolan
"
I
Voting Noe: Vice-Chairman O'Neal
LJ
ADJOURNMENT
Commissioner Barfield MOVED, SECONDED by Commissioner
Retchin to adjourn. Upon vote, the MOTION CARRIED
UNANIMOUSLY.
Chairman Dolan adjourned the meeting at 11:45 o'clock
A.M.
~pec~~,
'-e F. Harrell
Clerk to the Board
,---,
(
,
Li
-,