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HomeMy WebLinkAboutFND-002-15 Clarington Finance Department Report If this information is required in an alternate accessible format, please contact the Municipal Clerk at 905-623-3379 ext. 2102. Report To: General Purpose and Administration Committee Date of Meeting: January 19, 2015 Report Number: FND-002-15 Resolution Number: File Number: Department File# By-law Number: Report Subject: List of Applications for Cancellation, Reduction, Apportionments or Refund of Taxes Recommendations: 1. That Report FND-002-15 be received; and 2. That the attached list of applications for cancellation, reduction, apportionments or refund of taxes be approved. Clarbgton Finance Department Report If this information is required in an alternate accessible format, please contact the Municipal Clerk at 905-623-3379 ext. 2102. Report To: General Purpose and Administration Committee Date of Meeting: January 19, 2015 Report Number: FND-002-15 Resolution Number: File Number: Department File# By-law Number: Report Subject: List of Applications for Cancellation, Reduction, Apportionments or Refund of Taxes Recommendations: 1. That Report FND-002-15 be received; and 2. That the attached list of applications for cancellation, reduction, apportionments or refund of taxes be approved. Municipality of Clarington Page 2 Report FND-002-15 Report Overview The purpose of this report is to obtain Council authorization for cancellation, reduction, apportionments or refunds of taxes pursuant to the applicable sections of the Municipal Act. 1 . Background 1.1 Pursuant to Sections 354, 356, 357 and 358 of the Municipal Act, 2001, C25, a list of applications for cancellation, reduction, apportionments or refund of taxes is presented to Committee for its review and approval. 1.2 Section 357 (3 & 4) indicates that the Council shall hear and dispose of every application not later than the 30th day of April in the year following the year in respect of which the application is made. The last day for making application for the previous year's tax reduction is the 28th day of February in the following year. 1.3 More specifically, under Section 354, the Treasurer shall recommend to Council that outstanding taxes be stricken from the roll. To strike taxes from the roll it must be by reason of a decision under Section 357 or 358, or of a decision of a judge of any court that the taxes are uncollectable. 1.4 An application for a cancellation, reduction or refund may be made for one of the following reasons: • Ceased to be liable to be taxes at rate it was; • Real property becomes exempt; • Razed by fire, demolition or otherwise; • Damaged by fire, demolition or otherwise (substantially unusable); • Removal of a mobile unit; • Sickness or extreme poverty; • Gross or manifest clerical error; and • Repairs/renovations preventing normal use of period of 3 months. 1.5 The 357 and the 358 process begins when an application is prepared by either the Regional Assessment Office or the Tax Department. The neighbourhood assessor will perform an on-site inspection of the property. The assessor will verify the reason for the application, the period of time for which the tax relief is Municipality of Clarington Report FND-002-15 Page 3 claimed, and the amount and type of assessment that is affected. The application is then sent back to the Tax Department where the actual tax adjustment is calculated and the taxpayer's account adjusted. 1.6 Section 356, deals with severances or divisions into parcels. These parcels of land were taxed in blocks in the year(s) prior to severance/consolidation. Taxes are being apportioned to the individual properties which are now severed/consolidated. Therefore, tax amounts are removed from one roll number and applied to another roll number as determined by MPAC. 2. Concurrence Not applicable 3. Conclusion 3.1 The total amount of taxes to be written off for September 1 to December 31, 2014 as shown in this report total $13,672.52. The total for the 2014 calendar year was $164,879.00. This total represents the Municipality's share only. For comparison, the values of taxes written off under Section 357 and 358 at December 31, 2013 was $28,525.52 for the municipal portion only. Strategic Plan Application The recommendations contained in this report conform to the Strategic Plan. Submitted by: _ ,'` Reviewed by: � ;�w.�' Nancy T6ylor, BBA, CPA, CA Franklin Wu, Director of Finance/Treasurer Chief Administrative Officer Staff Contact: Nancy Taylor, Director of Finance/Treasurer, 905-623-3379 ext. 2602 or ntaylor @clarington.net Attachment: Attachment 1 - Write-off Report September 1 to December 31, 2014 There are no interested parties to be notified of Council's decision. Attachment 1 -Write-off Report September 1 to Write-Off Report 2014 Council 2014 December 31,2014 Page 1 For the Period of-September 1 -December 31,2014 Date Person(s)Taxes Adj/WTX Commercial Residential Year Reason Claimed by Ref.No. Industrial etc Farm Adjusted Applicant Applicant Number Municipal Managed Forest For Municipal 1 Sep-14 1064032 Ontario inc. WTX752 35.06 2013 Mobile Unit Removed 2 Sep-14 Ramos Daniel WTX752 350.30 2013 Fire,Demolition 3 Sep-14 1064032 Ontario inc. WTX753 62.15 2013 Mobile Unit Removed 4 Sep-14 Christ[Joseph WTX754 74.91 2014 Fire,Demolition 5 Sep-14 Thomas Evelyn Mae WTX754 8.20 2014 MPAC Overcharge Clerical Error 6 Sep-14 Ramos Daniel WTX754 794.60 2014 Fire,Demolition 7 Sep-14 Roll Severed to 3 lots WTX755 0.00 2013 Severance 8 Sep-14 Roll Severed to 3 lots WTX757 0.00 2014 Severance 9 Sep-14 Roll Severed to 2 lots WTX758 0.00 2014 Severance 10 Sep-14 Roll Severed to 2 lots WTX758 0.00 2014 Severance 11 Sep-14 Roll Severed to 2 lots WTX760 0.00 2013 Severance 12 Sep-14 Roll Severed to 2 lots WTX760 0.00 2013 Severance 13 Sep-14 Roll Severed to 2 lots WTX761 0.00 2013 Severance 14 Sep-14 Roll Severed to 2 lots WTX761 0.00 2013 Severance 15 Sep-14 Roll Severed to 2 lots WTX761 0.00 2013 Severance 16 Sep-14 Tomina Gertrude WTX761 1,192.09 1,325.40 2012-2013 Severence due to Partial Expropriation due to 407 17 Sep-14 Roll Severed to 2 lots WTX761 0.00 2013 Severance 18 Sep-14 Rol[Severed to 2 lots WTX761 0.00 2013 Severance 19 Sep-14 Roll Severed to 2 lots WTX761 0.00 2013 Severance 20 Sep-14 Roll Severed to 2 lots WTX761 0.00 2013 Severance 21 Sep-14 Roll Severed to 2 lots WTX761 0.00 2013 Severance 22 Sep-14 Roll Severed to 2 lots WTX763 0.00 2014 Severance 23 Oct-14 Roll Severed to 2 lots WTX765 0.00 2014 Severance 24 Oct-14 Roll Severed to 2 lots WTX765 0.00 2014 Severance 25 Oct-14 Roll Severed to 2 lots WTX765 0.00 2014 Severance 26 Oct-14 Roll Severed to 2 lots WTX766 0.00 2013 Severance 27 Oct-14 Roll Severed to 2 lots WTX766 0.00 2013 Severance 28 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 29 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 30 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance Total Page 1 of 6 1,192.09 2,650.62 Attachment 1 -Write-off Report September 1 to Write-Off Report 2014 Council 2014 December 31,2014 Page 2 For the Period of-September 1 -December 31,2014 Date Person(s)Taxes Adj/WTX Commercial Residential Year Reason Claimed by Ref.No. Industrial etc Farm Adjusted Applicant Applicant Number Municipal Managed Forest For Municipal Balance Forward from Page 1 1,192.09 2,650.62 31 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 32 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 33 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 34 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 35 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 36 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 37 Oct-14 Tomina Gertrude WTX768 1,383.04 1,316.19 2014 Severence due to Partial Expropriation due to 407 38 Oct-14 Roll Severed to 2 lots WTX768 0.00 2014 Severance 39 Oct-14 Public Works Canada WTX769 488.37 2012 Property Became Exempt 40 Oct-14 Public Works Canada WTX769 1,211.54 2012 Property Became Exempt 41 Oct-14 Public Works Canada WTX769 997.01 58.22 2012 Property Became Exempt 42 Oct-14 Public Works Canada WTX769 2,350.81 2012 Property Became Exempt 43 Oct-14 Public Works Canada WTX769 1,538.95 2012 Property Became Exempt 44 Oct-14 Singh Karam WTX770 1.61 2013 Severance 45 Oct-14 Wigmore Donnalu WTX770 920.20 2012-2013 Severance 46 Oct-14 2224664 Ontario Inc WTX771 -3,144.96 2012-2013 Ceased tobe taxed at rate 47 Oct-14 Clarington Municipality WTX771 -28.06 2013 Severance 48 Oct-14 2010785 Ontario Limited WTX771 30.06 2013 Severance 49 Oct-14 2306896 Ontario Inc. WTX772 63.68 2014 Severance 50 Oct-14 2010785 Ontario Limited WTX772 4.17 2014 Severance 51 Oct-14 Mercer Paul James WTX772 1,048.18 -729.46 2014 Ceased tobe taxed at rate 52 Oct-14 Hutton Transport Limited WTX772 85.48 2014 Severance 53 Oct-14 Roll Severed to 2 lots WTX772 - 2014 Severance 54 Oct-14 Clarington Municipality WTX773 18.86 2014 Ceased tobe taxed at rate 55 Oct-14 John Halminen WTX773 79.26 2014 Fire,Demolition 56 Oct-14 Fancey Larry WTX773 155.90 2014 Fire,Demolition 57 Oct-14 Riggin David WTX773 204.64 2014 Fire,Demolition 58 Oct-14 Breen Kellie Lee WTX773 135.27 2014 Fire,Demolition 59 Oct-14 Transportation Ministry WTX773 241.27 2014 Ceased tobe taxed at rate Total Page 2 of 6 1,630.69 10,642.25 Attachment 1 -Write-off Report September 1 to Write-Off Report 2014 Counci1 2014 December 31,2014 Page 3 For the Period of-September 1 -December 31,2014 Date Person(s)Taxes Adj/WTX Commercial Residential Year Reason Claimed by Ref.No. Industrial etc Farm Adjusted Applicant Applicant Number Municipal Managed Forest For Municipal Balance Forward from Page 2 1,630.69 10,642.25 60 Oct-14 Singh Karam WTX774 12.42 2014 Ceased tobe taxed at rate 61 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 62 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 63 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 64 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 65 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 66 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 67 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 68 Oct-14 Roll Severed to 6 lots WTX775 0.00 2014 Severance 69 Oct-14 Roll Severed to 5 lots WTX775 0.00 2014 Severance 70 Oct-14 Roll Severed to 5 lots WTX775 0.00 2014 Severance 71 Oct-14 289143 Ontario Limited WTX775 11.50 2014 Severance 72 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 73 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 74 Oct-14 Roll Severed to 2 lots WTX775 0.00 2014 Severance 75 Oct-14 King Courtice Investments WTX776 (4,221.33) 2012 Fire,Demolition 76 Oct-14 Roll Severed to 2 lots WTX777 0.00 2014 Severance 77 Nov-14 Roll Severed to 2 lots WTX778 0.00 2013 Severance 78 Nov-14 Roll Severed to 6 lots WTX778 0.00 2013 Severance 79 Nov-14 Lindvest Properties Ltd WTX778 263.48 2013 Severance 80 Nov-14 Veridian Connections WTX779 30.99 2014 Severance 81 Nov-14 Metcalf Ronald Norman WTX779 53.09 2014 Severance 82 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 83 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 84 Nov-14 Roll Severed to 3 lots WTX779 0.00 2014 Severance 85 Nov-14 Marksmen Club WTX779 4.34 2014 Severence due to Partial Expropriation due to 407 86 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 87 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 88 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance Total Page 3 of 6 (2,590.64) 11,018.07 Attachment 1 -Write-off Report September 1 to Write-Off Report 2014 Counoi12014 December 31,2014 Page For the Period of-September 1 -December 31,2014 Date Person(s)Taxes AdjMTX Commercial Residential Year Reason Claimed by Ref.No. Industrial etc Farm Adjusted Applicant Applicant Number Municipal Managed Forest For Municipal Balance Forward from Page 3 -2,590.64 11,018.07 89 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 90 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 91 Nov-14 Roll Severed to 4 lots WTX779 0.00 2014 Severance 92 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 93 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 94 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 95 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 96 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 97 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 98 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 99 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 100 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 101 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 102 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 103 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 104 Nov-14 Roll Severed to 2 lots WTX779 0.00 2014 Severance 105 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 106 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 107 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 108 Nov-14 Roll Severed to 3 lots WTX780 0.00 2014 Severance 109 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 110 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 111 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 112 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 113 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 114 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 115 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 116 Nov-14 Roll Severed to 3 lots WTX780 0.00 2014 Severance 117 Nov-14 Roll Severed to 4 lots WTX780 5.67 2014 Severance Total Page 4 of 6 (2,590.64) 11,023.74 Attachment 1 -Write-off Report September 1 to Write-Off Report 2014 Counci12014 December 31,2014 Pages For the Period of-September 1 -December 31,2014 Date Person(s)Taxes Adj/WTX Commercial Residential Year Reason Claimed by Ref.No. Industrial etc Farm Adjusted Applicant Applicant Number Municipal Managed Forest For Municipal Balance Forward from Page 4 -2,590.64 11,023.74 118 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 119 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 120 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 121 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 122 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 123 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 124 Nov-14 Roll Severed to 6 lots WTX780 0.00 2014 Severance 125 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 126 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 127 Nov-14 Roll Severed to 2 lots WTX780 0.00 2014 Severance 128 Nov-14 White William WTX781 540.12 2013 MPAC Overcharge Clerical Error 129 Nov-14 Consolidation of 5 lots WTX783 0.00 2012 Consolidation 130 Dec-14 Transportation Ministry WTX784 - 0.00 2014 Ceased lobe taxed at rate 131 Dec-14 Laporte Brent WTX784 339.41 -236.35 2014 Ceased tobe taxed at rate 132 Dec-14 1064032 Ontario Inc WTX784 71.84 2014 Mobile Unit Removed 133 Dec-14 Wigmore Donnalu WTX784 422.72 2014 Severance 134 Dec-14 McKenzie Sean WTX784 222.55 2014 MPAC Overcharge Clerical Error 135 Dec-14 Smith Tyler WTX784 292.65 2014 Fire,Demolition 136 Dec-14 White William WTX785 -204.79 2013 MPAC Overcharge Clerical Error 137 Dec-14 McKenzie Sean WTX785 426.37 2012-2013 MPAC Overcharge Clerical Error 138 Dec-14 Smith Tyler WTX785 390.83 2012-2013 Fire,Demolition 139 Dec-14 Roll Severed to 2 lots WTX786 0.00 2014 Severance 140 Dec-14 Roll Severed to 2 lots WTX786 0.00 2014 Severance 141 Dec-14 Roll Severed to 4 lots WTX786 7.51 2014 Severance 142 Dec-14 Roll Severed to 2 lots WTX786 0.00 2014 Severance 143 Dec-14 Roll Severed to 2 lots WTX786 0.00 2014 Severance 144 Dec-14 Roll Severed to 2 lots WTX786 0.00 2014 Severance 145 Dec-14 Roll Severed to 2 lots WTX786 0.00 2014 Severance 146 Dec-14 Roll Severed to 2 lots WTX786 5.41 2014 Severance Total Page 5 of 6 (2,251.23) 12,962.60 Attachment 1 -Write-off Report September 1 to Write-Off Report 2014 Counci12014 December 31,2014 Page 6 For the Period of-September 1 -December 31,2014 Date Person(s)Taxes Adj/WTX Commercial Residential Year Reason Claimed by Ref.No. Industrial etc Farm Adjusted Applicant Applicant Number Municipal Managed Forest For Municipal Balance Forward from Page 5 -2,251.23 12,962.60 147 Dec-14 Roll Severed to 2 lots WTX786 0.00 2014 Severance 148 Dec-14 Roll Severed to 2 lots WTX786 0.00 2014 Severance 149 Dec-14 Lindvest Properties Ltd WTX786 1,053.97 2014 Severance 150 Dec-14 Transportation Ministry WTX787 0.00 2014 Ceased tobe taxed at rate 151 Dec-14 Transportation Ministry WTX787 142.53 -98.32 2014 Ceased tobe taxed at rate 152 Dec-14 Transportation Ministry WTX787 0.00 2014 Ceased tobe taxed at rate 153 Dec-14 Clarington Municipality WTX787 124.55 2014 Uncollectable Taxes 154 Dec-14 Clarington Municipality WTX787 300.33 2014 Exempt 155 Dec-14 Mozes-Ljuckanov Ingrid WTX787 1,239.97 2014 Ceased tobe taxed at rate 156 Dec-14 Heinrichs Wayne John WTX787 198.12 2014 Ceased tobe taxed at rate 157 Dec-14 Consolidation of 7 lots WTX788 0.00 2014 Consolidation 158 Dec-14 Roll Severed to 46 lots WTX788 0.00 2014 Severance Total Page 6 of 6 (2,108.70) 15,781.22 Grand Total To Be Written Off Not Including Minutes of Settlements, or ARB Decisions for the Period of September 1st, 2014 to December 31, 2014 13,672.52