2017-103-Minutes for Meeting February 14,2017 Recorded 3/9/2017DESCHUTES
NANCY BLANKENSHIP,
COUNTY CLERKRECORDS 1�d � �I'�Vr1
COMMISSIONERS' JOURNAL 03/09/2017 09:38:14 AM
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Do not remove this page from original document.
Deschutes County Clerk
Certificate Page
Board Of Property Tax Appeals
Opening Meeting For 2016-2017 Session
February 14, 2017 At 8:30 A.M.
1. Nancy Blankenship convened the session at 8:30 am in the Clerk's Vote by Mail Room.
2. Those present were (sign in sheet attached)
Nancy Blankenship, Deschutes County Clerk
Vicki Schuetze, Board Member
Chase Osborne, Board Member
Dennis Luke, Board Member
John Laherty, Deschutes County Assistant Legal Counsel
Adam Smith, Deschutes County Assistant Legal Counsel
Scot Langton, Deschutes County Assessor
Todd Straughan, Deschutes County Senior Appraiser
Beckey Nelson, Deschutes County BOPTA Clerk
3. Nancy Blankenship, Deschutes County Clerk administered the oath of office to all Board members
present. (Originals attached)
4. The Board Members read and signed the Secrecy Laws Certificates. (Originals attached)
5. For the record, delegation of Legal Counsel to Deschutes County Legal Counsel for the 2016-17
session was made by Nancy Blankenship, County Clerk. The letter of delegation is recorded in the
Deschutes County Commissioners' Records. John Laherty, Deschutes County Assistant Legal Counsel
will be counsel for the Board of Property Tax Appeals for this session.
6. John Laherty, Legal Counsel, gave a presentation on:
- Conflict of Interest (actual and potential) and disclosure
Ex -parte contact and conversation
Basics/applicable Oregon Ethics
ORS Chapters 192 and 244
7. Beckey reminded the Board Members the following are in their Manuals that are provided by the
Department of Revenue:
A. ORS Chapter 192
B. ORS Chapter 193
C. ORS Chapter 244
D. ORS Chapter 309
8. Verification that the notice of session was properly posted in eight public locations in the county.
They were posted at the seven Deschutes County Public Libraries and two locations in the Deschutes
County Services Building. (The posting affidavits are attached).
9. It was confirmed that all Board members have completed the required training. (Copies of training
certificates attached).
10. This session the Chair will rotate based on who wants to take the responsibility for the
morning/afternoon or day. Following Roberts Rules of Order, the Chair will be responsible for
maintaining order and staying with the scheduled times for each hearing.
1 1 . This year there are not any "Unit of Property" under HB2483 so no discussion regarding procedure was
necessary.
12. After discussion, the board approved the Deschutes County Board of Property Tax Appeals 2016-2017
Hearings Policy with Dennis Luke making the motion for approval, Chase Osborne seconding the
motion and Vicki Schuetze voting in agreement. Copies were given to the board members. (Original
attached).
2 of 2 — BOPTA — February 14, 2017 Minutes
13. Beckey reminded the board members that the petitions and evidence being heard will be available for
the board members to review shortly after 8 am daily. Board members were asked to arrive at least
thirty minutes prior to the start time of the first hearing. Respectful discussions between board
members and assessor representatives are important for maintaining order and professional hearings.
Last year's revised hearing script will be used again this session.
14. Each residential and personal property petitioner will be allowed 20 minutes for their hearing. Each
commercial or industrial petitioner will be allowed 25 minutes for their hearing. The schedule was set
January 26, 201 7. Hearing notices were mailed January 26, 2017. Hearings will begin Thursday,
February 22, 2017 at 9:00 am.
15. The session was scheduled so each Deschutes County Appraiser would cover their entire appraisal
areas before moving to the next appraiser. We will begin with residential property followed by
personal property value/penalty, and commercial/industrial properties. The only exceptions will be
reschedules.
16. The Ratio Study was filed with the County Clerk and is available for Board members to review. It will
also be in the hearings room.
17. Shelly Starbuck and Ericka Fredricks went over "Business Personal Property Valuation and Penalty
Information". (Information handout attached).
18. Scot Langton, Deschutes County Assessor discussed exception value, changed property ratio (CPR)
and the effects to Maximum Assessed Value and Taxable Assessed Value.
19. Todd Straughan, Deschutes County Senior Appraiser discussed how their office determines percentage
of completion for new construction. He also discussed the effects if the project is started one year
and completed the following year.
20. Nancy told the board members how excited she was to have them participate in this session. The
board members experience will guide them through to making excellent decisions.
The meeting adjourned at 10:30 am. Respectfully submitted, Beckey Nelson.
BOARD OF PROPERTY TAX APPEALS
Oath of Office
(as required by ORS 309.070)
I Jo Ellen Zucker
my term as a member of the Deschutes
, do solemnly swear that, during
County Board of Property Tax Appeals, I
will faithfully and honestly perform the duties of my office.
Subscribed and sworn before me this 14th day of
Board Member
Board Member
Position
February
,20 17
Board of Prop - __ _� .pe. Clerk
150-303-055 (Rev. 09-07) 2
I,
BOARD OF PROPERTY TAX APPEALS
Oath of Office
(as required by ORS 309.070)
Mara V. Stein , do solemnly swear that, during
my term as a member of the
Deschutes
County Board of Property Tax Appeals, I
will faithfully and honestly perform the duties of my office.
Board Memb
'Board Member
Position
Subscribed and sworn before me this 14th day of
February
,20 17
Board of ProperTa Appe.ls Clem
150-303-055 (Rev. 09-07) 2
BOARD OF PROPERTY TAX APPEALS
Oath of Office
(as required by ORS 309.070)
Susan G. Helfer
my term as a member of the
Deschutes
, do solemnly swear that, during
County Board of Property Tax Appeals, I
will faithfully and honestly perform the duties of my office.
,
Board Member
Board Member
Position
Subscribed and sworn before me this 14th day of February
,20 17
IL�r
-if/4/6;a I �
Board of Pro erty Tax ppeals Clerk
150-303-055 (Rev. 09-07) 2
I,
BOARD OF PROPERTY TAX APPEALS
Oath of Office
(as required by ORS 309.070)
Vicki J. Schuetze
my term as a member of the
Deschutes
, do solemnly swear that, during
County Board of Property Tax Appeals, I
will faithfully and honestly perform the duties of my office.
Subscribed and sworn before me this 14th day of
Board Member
Position
February
,20 17
Board of Property.,Tax Appeals Clerk
150-303-055 (Rev. 09-07) 2
BOARD OF PROPERTY TAX APPEALS
Oath of Office
(as required by ORS 309.070)
Dennis R. Luke
my term as a member of the
Deschutes
, do solemnly swear that, during
County Board of Property Tax Appeals, I
will faithfully and honestly perform the duties of my office.
f/
GC
Board Member
Subscribed and sworn before me this 14th day of
Board Member
Position
February
,20 17
Board of Property Tax Appeals Clerk
150-303-055 (Rev. 09-07) 2
I,
BOARD OF PROPERTY TAX APPEALS
Oath of Office
(as required by ORS 309.070)
B. Chase Osborne , do solemnly swear that, during
my term as a member of the
Deschutes
County Board of Property Tax Appeals, I
will faithfully and honestly perform the duties of my office.
Board Member
Board Member
Position
Subscribed and sworn before me this 14th day of February , 20 17 .
Board of/Proper y Tax Appeals Clerk
150-303-055 (Rev. 09-07) 2
OREGON
DEPARTMENT
-""dalirOF REVENUE
SECRECY LAWS CERTIFICATE
I certify that I have read the following provisions of law prohibiting disclosure of confidential
information, that they have been explained to me, that I have been furnished with a copy of
the relevant laws, and that I understand them and the penalties for violation of these laws:
Real and Personal Property Laws ORS 308.290(10)
Industrial Plants ORS 308.413
Penalties ORS 308.990(5)
co(ro Zu cJ ef'
PRINT Your Full Name
Jo Ellen Zuker
County
Deschutes
Signature
X
Witnells 7 ure h /\ �%
jllp/ l\(6-( u
Office Phone Number
541-388-6548
Date
February 14, 2017
Date
February 14, 2017
150-303-055 (Rev. 09-07) 27
OREGON
DEPARTMENT
�I OF REVENUE
SECRECY LAWS CERTIFICATE
I certify that I have read the following provisions of law prohibiting disclosure of confidential
information, that they have been explained to me, that I have been furnished with a copy of
the relevant laws, and that I understand them and the penalties for violation of these laws:
PRINT Your Full Name
Mara V. Stein
County
Deschutes
Signature
X
Witness Si
X
Real and Personal Property Laws ORS 308.290(10)
Industrial Plants ORS 308.413
Penalties ORS 308.990(5)
Office Phone Number
541-388-6548
Date
February 14, 2017
Date
February 14, 2017
150-303-055 (Rev. 09-07)
27
OREGON
DEPARTMENT
®4NFOF REVENUE
SECRECY LAWS CERTIFICATE
I certify that I have read the following provisions of law prohibiting disclosure of confidential
information, that they have been explained to me, that I have been furnished with a copy of
the relevant laws, and that I understand them and the penalties for violation of these laws:
Real and Personal Property Laws ORS 308.290(10)
Industrial Plants ORS 308.413
Penalties ORS 308.990(5)
PRINT Your Full Name
Susan G. Helfer
County
Deschutes
Signatu \ Q p�
X
NkaA.
Witness Sign i ure
X
y
Office Phone Number
541-388-6548
Date
February 14, 2017
Date
February 14, 2017
150-303-055 (Rev. 09-07) 27
OREGON
DEPARTMENT
-I OF REVENUE
SECRECY LAWS CERTIFICATE
I certify that I have read the following provisions of law prohibiting disclosure of confidential
information, that they have been explained to me, that I have been furnished with a copy of
the relevant laws, and that I understand them and the penalties for violation of these laws:
Real and Personal Property Laws ORS 308.290(10)
Industrial Plants ORS 308.413
Penalties ORS 308.990(5)
PRINT Your Full Name
Vicki J. Schuetze
County
Dechu,tes.
Sgna re
�i ,1C \,.
Witness Signature
X
Office Phone Number
541-388-6548
Date
February 14, 2017
Date
February 14, 2017
150-303-055 (Rev. 09-07) 27
C—OREGON
DEPARTMENT
—®OF REVENUE
SECRECY LAWS CERTIFICATE
I certify that I have read the following provisions of law prohibiting disclosure of confidential
information, that they have been explained to me, that I have been furnished with a copy of
the relevant laws, and that I understand them and the penalties for violation of these laws:
PRINT Your Full Name
Dennis R. Luke
County
Deschutes
Signature
X
Witness signature
X
Real and Personal Property Laws ORS 308.290(10)
Industrial Plants ORS 308.413
Penalties ORS 308.990(5)
Office Phone Number
541-388-6548
Date
February 14, 2017
Date
February 14, 2017
150-303-055 (Rev. 09-07) 27
OREGON
DEPARTMENT
GOOF REVENUE
SECRECY LAWS CERTIFICATE
I certify that I have read the following provisions of law prohibiting disclosure of confidential
information, that they have been explained to me, that I have been furnished with a copy of
the relevant laws, and that I understand them and the penalties for violation of these laws:
Real and Personal Property Laws ORS 308.290(10)
Industrial Plants ORS 308.413
Penalties ORS 308.990(5)
PRINT Your Full Name
B. Chase Osborne
County
Deschutes
Signature,.
X
Wi esg"Signajure
/
7 -)
Office Phone Number
541-388-6548
Date
February 14, 2017
Date
February 14, 2017
150-303-055 (Rev. 09-07) 27
Beckey Nelson
From: Nancy Blankenship
Sent: Tuesday, February 14, 2017 10:43 AM
To: John Laherty
Cc: Connie Scorza; Beckey Nelson
Subject: RE: BPOTA Training -- Clarification re. conflict of interest
Hi John,
Thank you.
We will provide the BOPTA with a copy of the below clarification. Thanks again for attending and fielding the questions
for the BOPTA — they appreciate it!
Nancy
Nancy Blankenship Deschutes County Clerk
Deschutes County Clerk's Office
1300 NW Wall St. 2"d Floor I Bend, Oregon 97703
PO Box 6005 I Bend, Oregon 97708-6005
Tel: (541) 388-6544 I Fax: (541) 383-4424
"If you don't show up to vote, someone else is going to decide for you, and you may very well not agree with their decision." Author Unknown
"DISCLOSURE NOTICE: Messages to and from this E-mail address may be subject to Oregon Public Records Law. The information contained herein does not constitute
legal advise. Information provided herein should be verified with receiver's own legal counsel."
From: John Laherty
Sent: Tuesday, February 14, 2017 10:38 AM
To: Nancy Blankenship
Cc: Connie Scorza
Subject: BPOTA Training -- Clarification re. conflict of interest
Nancy: I need to correct a mis-statement I made at this morning's training. Specifically, I said that a board member with an actual
conflict of interest must abstain from any participation in the matter, unless that Board member's vote is necessary to (1) establish a
quorum of the Board, (2) or to break a tie.
This statement is incorrect. The ONLY time a BOPTA member with an actual conflict of interest may vote on a matter is when that
member's participation is necessary to establish a quorum - i.e., when, without that member's vote, there would not be two (2)
panel members voting on the matter.
In all instances, if a vote of the Board results in a tie, then the motion fails.
Please make sure the Board members are aware of the above, and let them know they should feel free to contact me with any
follow-up questions they may have. Thanks, and my apologies for the misstatement.
John
John E. Laherty
Deschutes County Assistant Legal Counsel
1300 NW Wall St., Suite 205
Bend, OR 97703
Phone: (541) 330-4645
Fax: (541) 617-4748
1
iohn.lahertv(c�deschutes.orq
THIS ELECTRONIC TRANSMISSION, INCLUDING ANY ATTACHMENT HERETO, IS CONFIDENTIAL AND
PROTECTED BY THE ATTORNEY-CLIENT PRIVILEGE, THE WORK PRODUCT PRIVILEGE, AND/OR OTHER
PRIVILEGES AND CONFIDENTIALITY PROVISIONS PROVIDED BY LAW. THE INFORMATION IN THIS
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2
CountyClerk's Office
Blankenship, lankenship, County Clerk
1300 NW Wall St, Suite 202, Bend, OR 97701-1960
Fax (541) 383-4424
Recording (541) 388-6549
Elections (541) 388-6547
www.co.deschutes.or.us
Board of Property Tax Appeals
Certification of Meeting Notice Posted
1 hereby certify that the 2016-2017 Board of Property Tax Appeals Notice of Session was posted
at the below location on the date evidenced below.
Deschutes County Service Center Building: Clerk's Office Bulletin Board
Posted By: Beckey Nelson
(Print Name of Individual Posting Notice)
Signature of Person Posting Notice:
- - a
Date of Posting: December 6, 2016
TES
0
Y i N h IN II i.I II Vdl lil, IllidV' Irlh Id tll 1,
CountyClerk's Office
Blankenship, lankenship, County Clerk
1300 NW Wall St, Suite 202, Bend, OR 97701-1960
Fax (541) 383-4424
Recording (541) 388-6549
Elections (541) 388-6547
www.co.deschutes.or.us
Board of Property Tax Appeals
Certification of Meeting Notice Posted
I hereby certify that the 2016-2017 Board of Property Tax Appeals Notice of Session was posted
at the below location on the date evidenced below.
Deschutes County Service Center Building: County Main Entrance Bulletin Board
Posted By: Beckey Nelson
(Print Name of Individual Posting Notice)
Signature of Person Posting Notice:
Date of Posting: December 6, 2016
i6DFC 6 9;:38Ali CLERK
County Clerk's Office
Nancy Blankenship, County Clerk
1300 NW Wall St, Suite 202, Bend, OR 97701-1960
Fax (541) 383-4424
Recording (541) 38B-6549
Elections (541) 388-6547
www.co.deschutes.or.us
Board of Property Tax Appeals
Certification of Meeting Notice Posted
hereby certify that the 2016-2017 Board of Property Tax Appeals Notice of Session was posted
at the below location on the date evidenced below.
Deschutes County Public Library Branch:
Posted By:
ro-1;<-
RC. 4 rq n
(Print Name of Individual Posting Notice)
Signature of Person Posting Notice:
Date of Posting: 2 WI G
County Clerk's Office
Nancy Blankenship, County Clerk
1300 NW Wall St, Suite 202, Bend, OR 97701-1960
Fax (541) 383-4424
Recording (541) 388-6549
Elections (541) 388-6547
wwvu co.deschutes.or,us
Board of Property Tax Appeals
Certification of Meeting Notice Posted
I hereby certify that the 2016-2017 Board of Property Tax Appeals Notice of Session was posted
at the below location on the date evidenced below.
,
Deschutes County Public Library Branch: Ann( H-relfi 1/?
Posted By:
4
'V\ Aral 1 C Og
(Print Name -of Individual Posting Notice)
Signature of Person Posting N
g:1Date of Posting: )1.- it 2 . < ( )
lW)):1 J\ AN 1 1/ U Agit
16uL: 6 11 (U1R9 CLERK.
County Clerk's Office
Nancy Blankenship, County Clerk
1300 NW Wall St, Suite 202, Bend, OR 97701-1960
Fax (541) 383-4424
Recording (541) 388-6549
Elections (541) 388-6547
wwm co.deschutes.or.us
Board of Property Tax Appeals
Certification of Meeting Notice Posted
1 hereby certify that the 2016-2017 Board of Property Tax Appeals Notice of Session was posted
at the below location on the date evidenced below.
Deschutes County Public Library Branch: '5/4
Posted By: Jegitc d"' G S t -
(Print Name of Individual Posting Notice)
Signature of Person Posting Notice:
Date of Posting: / / / Z-/
(;i=
County Clerk's Office
Nancy Blankenship, County Clerk
1300 NW Wall St, Suite 202, Bend, OR 97701-1960
Fax (541) 383-4424
Recording (541) 388-6549
Elections (541) 3B8-6547
www.co.deschutes.or.us
Board of Property Tax Appeals
Certification of Meeting Notice Posted
I hereby certify that the 2016-2017 Board of Property Tax Appeals Notice of Session was posted
at the below location on the date evidenced below.
Deschutes County Public Library Branch: `r;-^-,
Posted By: , UY.) -o. d\P(
(Print Name of Individual Posting Notice)
Signature of Person Posting Notice:
Date of Posting: : Q
to! ft')
' i 6,DEC 6 2:39PM CLERK
LI/
0
County Clerk's Office
Nancy Blankenship, County Clerk
1300 NW Wall St, Suite 202, Bend, OR 97701-1960
Fax (541) 383-4424
Recording (541) 388-6549
Elections (541) 388-6547
wvvw.co,deschutes,onus
Board of Property Tax Appeals
Certification of Meeting Notice Posted
I hereby certify that the 2016-2017 Board of Property Tax Appeals Notice of Session was posted
at the below location on the date evidenced below.
Deschutes County Public Library Branch:
Posted By: ( ti 4 Lki 4:\ \(- Gt.c Cl
(Print Name of I6dividua ostin4 otice)
7--
Signature of Person Posting Notice: A: LP (L.') /\/ ()
Date of Posting: k -D \
'MAN 5 1258PA CLERK
January 4, 2017
County Clerk's Office
Nancy Blankenship, County Clerk
PO Elox 6005, Bend, OR 97708-60[J5
1300 NW Willi Sc., Suite 2CJT?. Bend, OR 97701-1960
Fax (541) 383-44'4
Rec.:on: Mg (541) 388-6549
Elections (541) 388 6547
Deschutes County Board of Property Tax Appeals
Deschutes County
Bend OR 97701
Pursuant to ORS 309.024, I, Nancy Blankenship, Deschutes County Clerk, do
hereby delegate Deschutes County Legal Counsel as legal advisor of the Deschutes
County Board of Property Tax Appeals for the 2016-17 Session.
"ORS 309.024 Record of proceedings; clerk; legal advisor; appraiser
assistance..... The district attorney or the county counsel, at the discretion
of the county clerk, shall be the legal advisor of the board unless there is a
potential conflict of interest in the district attorney or county counsel
serving as the legal advisor. If there is a potential conflict of interest, the
county clerk may appoint independent counsel to serve as the legal advisor
of the board. The legal advisor of the board, or the legal advisor's deputy,
may attend all sessions of the board...."
C< _, January 4, 2017
Nancy Blankenship • Date
Deschutes County Clerk
Oregon
DEPARTMENT of REVENUE
Property Tax Division
Code:
Date:
Place:
This certifies that
Beckey Nelson
has successfully completed 6 hours of
BOPTA Board Member Training
17DA101CT
01/19/2017
Oregon
DEPARTMENT of REVENUE
Property Tax Division
Code:
Date:
Place:
Authorized by
This certifies that
Melodie Kirk
has successfully completed 6 hours of
BOPTA Board Member Training
17DA101CT
01/19/2017
Authorized by
1
1
Oregon
DEPARTMENT of REVENUE
Property Tax Division
This certifies that
Jo Zucker
has successfully completed 6 hours of
BOPTA Board Member Training
( -4- 4.--..,-....
RRl:t1..;:;',:;:
f T.;_
Code: 17DA101CT
Date: 01/19/2017
Place:
VIII II II 11 III II III 11 III 111 I
111 lu1 IIIIIIIIIIIIIII III III
Oregon
DEPARTMENT of REVENUE
Property Tax Division
Code:
Date:
Place:
Authorized by
This certifies that
Chase Osborne
has successfully completed 6 hours of
BOPTA Board Member Training
17DA101CT
01/19/2017
Authorized by
Deschutes County
Board of Property Tax Appeals (BOPTA)
2016-2017 Hearings Policy
Conflict of Interest:
Members of the Deschutes County Board of Property Tax Appeals (BOPTA) must
declare and state the nature of any potential or actual conflicts of interest, pursuant to
ORS Chapter 244, before the consideration of any petition before the Board.
Board members with an actual conflict of interest will not discuss or debate the petition
and will not vote on the property value unless the member's vote is necessary for the
board to achieve a quorum.
Board Clerk:
The BOPTA Clerk will attend and record the minutes for all Board meetings. Board
meeting minutes will be kept in written format and hearing minutes will be kept in audio
and brief written format.
Hearing Scheduling:
Hearings are meetings held during which the Board hears or reviews evidence
regarding real property, personal property or waiver of late filing penalty petitions filed
with the Board of Property Tax Appeals. Hearings are scheduled by the BOPTA Clerk
following the deadline to file petitions.
It is the policy of the Deschutes County Board of Property Tax Appeals (BOPTA) that
hearings scheduled for a specific date and time will be heard only at the time scheduled
except:
1. One request for reschedule by the petitioner may be granted if an acceptable
date and time can be agreed upon by the petitioner and the BOPTA Clerk. It is
the responsibility of the petitioner to contact the BOPTA Clerk to request a
schedule change. No changes will be authorized unless the petitioner seeks
such a change prior to the scheduled hearing date.
2. Hearings regarding petitions in which the petitioner or petitioner representative
does not wish to attend may be heard at any time during the day of their
scheduled hearing.
The Board delegates the BOPTA Clerk the authority to schedule, reschedule or deny a
request for rescheduling Deschutes County property tax appeal hearings.
Two of three Board members constitute a quorum. In the event a quorum of the Board
cannot meet as scheduled due to weather conditions, any hearings scheduled for that
meeting will be rescheduled and the petitioners notified. The decision to cancel a Board
meeting will be made by the Deschutes County Clerk and BOPTA Clerk. Notifications
to petitioners may be made by use of any and all available media. Notifications to
petitioners may be made by phone also.
Late Filed Petitions:
A letter will be sent to those petitioners that either filed after the filing deadline or filed
their petition to a department other than the Clerk's office. Petitions filed to another
county department but delivered to the Clerk's office prior to the filing deadline will be
considered timely filed. All petitions delivered either by mail or in person to another
county department and delivered to the Clerk's office after the filing deadline will be
considered untimely filed. All petitions mailed to the Clerk's office with a postmark after
the filing deadline will be considered untimely filed. A hearing will be scheduled for
each petition and the petitioner will be given the opportunity to provide proof that they
mailed or delivered their petition in a timely manner. If the Board determines that the
petition was filed timely based on evidence provided by the petitioner, the Board will
then hear the petition based on the merits of their request.
Security Procedure:
In the event of an unruly petitioner, the Board Chair should ask for the petitioner to
follow the hearing procedures set forth in this policy. If the petitioner remains unruly, the
Board Chair should stop the hearing and request the petitioner to leave, advising them
that their copy of the Board Order will be mailed to them the following working day.
There is a phone available in the conference room to call 911. There is also a panic
button on the Bopta Clerk's desk for the purpose of notifying law enforcement.
In the event of an emergency, the board members, board clerk, assessor representative
and petitioner will leave the building together and proceed to the west parking lot for
further instructions from the security committee. If shelter in place is required, all
individuals present will be required to remain in the conference room against the interior
wall. The shades will be dropped and the door locked until further notification.
Petitioner Presentations:
All hearings will be scheduled for up to twenty (20) minutes in duration. Hearings of
multiple petitions with the same value and same evidence will be scheduled for duration
of time as determined by the BOPTA Clerk.
The BOPTA Chairperson may extend the presentation period if the Chair feels the
Board will benefit from such an extension.
Witnesses:
Witnesses will be allowed in all hearings except those concerning personal property.
Witnesses will not be sworn in. They may only present evidence. They will not be
allowed to argue the case.
Observers:
Observers are allowed to observe BOPTA public meetings. They are not allowed to
participate in deciding or questioning board business.
Hearing Procedures:
1. Property values, not taxes, are the subject of the hearing.
2. Each petitioner will have up to five (5) minutes to present information to show
that the property value should be adjusted. Evidence may be in written or
verbal format.
3. The Assessor or Assessor's representative will have up to five (5) minutes to
present their recommendations to the Board.
4. The Board will have ten (10) minutes to question the petitioner and the
Assessor.
5. All materials/exhibits presented by the petitioner and Assessor must be left
with the Board.
6. Any tax refund due as a result of the reduction in valuation granted by the
Board will be sent to the petitioner within six to eight weeks following the date
the Board officially adjourns, which is to be on or before April 15.
Telephone conference hearings will be allowed at the request of the petitioner or
petitioner representative. Requests must be made prior to the date of the scheduled
hearing.
Bopta Board Appraiser:
Pursuant to the law, the hiring of a Board Appraiser is not mandatory. If the Board
decides to call in a fee appraiser, the County Clerk will determine whether or not to hire
an appraiser at an hourly rate.
Split Decisions:
It is the policy of the Deschutes County Board of Property Tax Appeals that in the case
of a split decision when only two Board members are present at the hearing, the Board
members will sustain the value on the rationale no relief can be granted on the petition
without a majority vote. The petitioner would have the option of appealing to the
Magistrate Division of the Oregon Tax Court.
Delivery of Orders:
All orders and appeal rights will be hand delivered to the petitioner or petitioner
representative, if present, at the end of each hearing. The petitioner or petitioner
representative will be asked to sign for the receipt of the documents on the copy of the
order retained in the Board record. If a petitioner or petitioner representative refuses to
sign for the receipt, the BOPTA Clerk will indicate the hand delivery and refusal to sign
on said order.
All orders and appeal rights for petitioners or petitioner representatives not wishing to
attend their hearing will be placed in the US Mail the following working day after the
hearing. A daily Affidavit of Mailing, indicating those parties being mailed to and the
date mailed, will be kept in the Board record. The County Clerk will sign the Affidavit of
Mailing in the presence of a notary public daily.
Clerical Errors:
The Deschutes County Board of Property Tax Appeals hereby authorizes the BOPTA
Clerk to make corrections to the orders for the purpose of correcting clerical errors. Any
other corrections or clarification will require the return of the Board members present at
that particular hearing.
Accommodations for persons with disabilities:
The Deschutes County Board of Property Tax Appeals is committed to providing such
accommodations as may be necessary to assist petitioners with disabilities.
Specific arrangements for any accommodations should be made with the BOPTA Clerk
at least 48 hours prior to their scheduled hearing. Details for transmittal of
documentation, contact times, etc. will be worked out on an individual basis. All hearing
notice correspondence with petitioners will include the following information:
Deschutes County encourages persons with disabilities to participate in all programs
and activities. This event/location is accessible to people with disabilities. If you need
accommodations to make participation possible, please call Beckey Nelson at
541-388-6548 or send email to beckeyn(a�deschutes.orq.
Board Member Approval:
This policy was approved by the Des
Members at the convening meeting,
immediately.
hutes County oard of Property Tax Appeals
_g/.1 and becomes effective
BUSINESS PERSONAL PROPERTY VALUATION & PENALTY INFORMATION
FOR BOARD OF PROPERTY TAX APPEALS / (2016-17) ASSESSMENT & TAX YEAR
REPORTING & VALUATION
• All business personal property accounts of record are mailed a Confidential Personal Property
Return each year at the end of December (2015). The Returns are required to be filed back to the
Assessor by March 15 (2016). *see attached copy of Return and general information/instruction sheet sent out together
**note filing deadline changed from March 1 to March 15 for the 2016 year per legislature
• All business personal property subject to taxation, whether owned, leased or rented is required to
be valued by the Assessor each January 1 (2016) and the value determined is to be reflective of the
"retail market value" at the "user or consumer level". This means that the property/asset has
reached its final destination to the consumer and contains all associated costs such as freight,
overhead, installation, etc... The Assessor's value is not reflective of auction values or distress sales
prices.
• The business or person will report the historical cost new or secondhand cost basis of the assets,
along with the age and condition, then the Personal Property Appraiser determines a depreciated
"retail market value" according to guidelines we have for various types of items. When a taxpayer
does not have cost information to report, then they are required to provide an opinion of market
value for the item, otherwise the appraiser will establish one for them based on other comparable
assets of the same type, approximate age and condition.
• Appraiser determines a total value for the account which will then be compared to the taxable value
threshold amount (16,500) for the year (2016-17) in order to see if the account will have property
taxes assessed or not. If the account or combined multiple accounts of the same owner meet(s) or
exceed the threshold, then a tax bill is issued, but if the threshold is not met, then the assessment of
tax is cancelled for that year only.
• Business accounts that fail to file the annual Return are still subject to valuation and possible
taxation. Appraiser will determine an approximate value for the account based on comparable
businesses and assets that the type of business should typically have. The estimated value is placed
on the tax roll and if a tax is due, then taxpayer is notified by tax statement with the 50% penalty.
PENALTIES
• The penalty is 5% of the tax owed if the Return is filed after March 15, but on or before June 1
• The penalty is 25% of the tax owed if the Return is filed after June 1, but on or before August 1
• The penalty is 50% of the tax owed if the Return is filed after August 1 or not at all
*penalty only applies if the account has enough value to meet the taxable threshold and has a tax assessed
2016
Confidential Personal Property Return (ORS 308.290)
Assessment of Business: Furniture, Fixtures, Equipment, Floating Property, and Leased or Rented Property
Filing deadline March 15, 2016—No extensions (ORS 308.290)
Penalty—Maximum penalty for late filing of personal property return is 50 percent of the
tax attributable to the taxable personal property (ORS 308.296).
Account number Code area
Make any name or mailing address corrections above.
This return is subject to audit.
Location of personal property on January 1, 2016.
File a separate return for each tax code area or location. Attach a separate listing if needed.
Personal property location (street address, city)
Date business originated in county
Type of business
Wasa return filed last year? ❑Yes County ❑ No
❑ First-time filer, see General information no. 1
If your assessment was cancelled, see General information no. 2
Remember to sign the Taxpayer's declaration at right
INo personal property to report (See General information no. 3.)
❑ Business closed?
Date closed:
❑ Business sold?
Date of sal.:
Name and address of new owner (if business sold)
❑ Moved out of county?
Date moved:
New address:
Check if we may not forward current property list to new owner. ❑
Signature
X
❑ Multiple locations within this county (See General information no. 5.)
For assessor's use only
1. Leased or rented property
2. Noninventory supplies
3. Floating property
4. Libraries
5. All other property
6.
7. Total real market value
8. Late filing penalty
2016
Taxpayer's declaration
Invalid if not signed. Under the penalties described in ORS 305.990(4),
I affirm that I have examined this return and all attachments. All
statements made are true. To the best of my knowledge, all taxable
personal property I own, possess, or control, which was in this county
as of 1:00 A.M., January 1 has been reported.
Name of firm/owner
E-mail address
Assumed business name of firm assessed
Mailing address
City
(
Signature of person responsible for return
Invalid if not signed
,
Printed name of person signing return
I` Person completing return
❑ An individual
❑ A corporation
Telephone no.
( )
Fax no.
( )
State ZIP code
Date
Title
Phone
This return is being filed for:
❑ A partnership (No. of persons )
❑ A limited partnership
❑ A limited liability company ❑ A limited liability partnership
Attach a separate list of names and addresses of each individual partner i
for cor•orations, LLCs, LLPs, and partnerships.
Business name: Business location:
❑ Logging exemption in previous year ❑ Logging exemption in
Submit your original return and attachments to your county assessor. Keep a photocopy
Schedule 1—Leased or rented personal property (Don't report real property. Enter "None" if
Name and address of
Second party involved
In lease/rent agreement
2
Description
(include model year)
3 Payer of Amount of
taxes to county lease/rent
Lessor Lessee 4Month Yearly
6 Date
agree-
ment
began
Length
of
agree-
ment
s
No,
of
units
(Attach separate sheet if necessary)
County (See General information no. 4)
and the attached instructions for your records.
no personal property to report.)
s
Original cost
Each Total
If Schedule 1 items are reported on separate attachments, check here: ❑ Schedule 1 total: (Include attachments)
150-553-004 (Rev. 10-15)
Filing deadline for this return is March 15, 2016
10 Owner's opinion of
market value
Total
11 Assessor's
RMV
(leave blank)
1
Schedule 2- Noninventory supplies (See instructions for examples.)
Report total cost on hand as of January 1
2 3 4
General office supplies Maintenance supplies Operating supplies Spare parts
If Schedule 2 items are reported on separate attachments, check here:❑
5
Other noninventory
supplies
Schedule 2 total: (Include attachments)
Schedule 3—Floating property (Include docks and pilings. Enter "None" if no property to report.)
Registration no. Oregon Marine Board no. Date purchased Purchase price
$
Own: Contract holder: Exact moorage location on January 1
❑ Fee simple ❑ Contract
If you have remodeled your floating property during the past year, please describe
in the space to the right. (This may include a room or story addition, stringer
replacement, or acquisition of a tender house or swim float.) Also report partially
completed structures. Approximate date of remodeling:
All other vessels
Registration no.
Primary moorage
Does this vessel ply the high seas? ❑ Yes ❑ No
Date purchased
Purchase price Name of vessel
Length of vessel
Type of fishing or activity
If Schedule 3 items are reported on separate attachments, check here: ❑ Schedule 3 total: (Include attachments)
6
Owner's opinion
of market value
Schedule 4—Professional libraries (Use this format and report on a separate sheet. Enter "None" if no property to report.)
2
Type of library*
*For example, books, tapes,
videos, compact discs
Title of book or set
If set, is it complete? I5
3 4
No Yes
Number of
volumes
Assessor's
RMV
(leave blank)
Assessor's RMV
(leave blank)
6 7 Owner's opinion of 8
Cost when market value Assessor's RMV
purchased Total (leave blank)
Schedule 4 total: (Include attachments)
Schedule 5A —All other taxable personal property (Not reported on Schedules 1, 2, 3, or 4.)
2 3 4 5 6 7
Item of property
Sample Item
(Attach separate sheet if necessary)
Identification
(manufacturer and serial no.)
Brand Name/123456789
N=New
U=Used
N
Manuf.
year
2010
Purchased No.
of
Mo. Yr. units
6 10 2
Schedule 5B --Small hand tools (Not reported elsewhere on this return; indicate type.)
❑ Dealership
❑ Barber and Beauty Shop
❑ Service Garage
❑ Medical
Who is responsible for taxes? ❑ Company/Owner
Please provide contact information
Improvements on federal lands, mining claims,
etc., on which final proof has not yet been made:
❑ Landscape
❑ Dental
❑ Employee
Location: Township
Cost when 8 Owner's opinion 9
purchased of market value
Assessor's RMV
Each Total Total (leave blank)
150 300
Subtotal 5A —0-
0
>
❑ Construction/Logging
❑ Other
Subtotal 5B —►
Range Section
300
Owner's opinion
of market value
Assessor's RMV
(leave blank)
If Schedule 5 items are reported on separate attachments, check here: [I Schedule 5 total (A+B): (Include attachments)
Submit your original return and attachments to your county assessor. Keep a copy of the return for your records.
150-553-004 (Rev. 10-15) 2
General information
What should I know about filing this return?
OFirst-time filer—Send your original return and attachments
to the county assessor. Complete a separate return for each loca-
tion in each county in which you have personal property.
O2015 assessment cancellation—If your county assessor can-
celled your assessment last year and you have not purchased or
added any taxable personal property, check the box, sign and date the
Taxpayer's declaration, and submit the return to your county assessor.
If you have purchased or added any taxable personal property, report
it on this form and return it to your county assessor (ORS 308.250).
0 No property to report—If you don't have taxable personal
property in the county, attach a full explanation. Explain the
disposition of property you reported last year. Sign and date the
Taxpayer's declaration, and send it to the county assessor before the
filing deadline.
0 Logging exemption—If you had a logging equipment exemption
in the previous year, check the box. If you're new to the county
and you had an exemption in another county, check the box and iden-
tify which county granted your exemption. Note: To determine if your
equipment qualifies for exemption, you must provide specific infor-
mation. You must file Environmentally Sensitive Logging Equipment
Qualifications, 150-310-026, annually with the county in which you
file your Confidential Personal Property Return. General information
and the form are available on our website.
A reminder .. .
What reporting date should I use for the information
requested on this return?
This return must show all taxable personal property which you
own, possess, or control as of 1:00 A.M., January 1 (ORS 308.250).
When should I file?
File personal property returns with your county assessor on or
before March 15.
What if I file late?
The penalty is 5 percent of the tax owed if the return is filed after
March 15, but on or before June 1. The penalty increases to 25 per-
cent of the tax owed if the return is filed after June 1, but on or
before August 1. After August 1, the penalty is 50 percent of the
tax owed (ORS 308.296).
emultiple
businesses—If you have multiple businesses within the
county, you must complete a return for each business. Check the
box and provide the name and location of each business.
What personal property is taxable?
Taxable personal property includes machinery, equipment, and
furniture used previously or presently in a business, including
any property not currently being used, property placed in storage,
property held for sale, expensed items, or items fully depreciated by
federal standards.
What personal property isn't taxable?
• Intangible personal property: Money held at interest, bonds, notes,
shares of stock, business records, surveys and designs, and the mate-
rials the data is recorded on (paper, tape, film, etc.) (ORS 307.020).
• Computer software.
• Household goods, furniture, tools, and equipment exclusively for
personal use in and around your home (ORS 307.190).
• Inventory held for resale (ORS 307.400).
• Livestock (ORS 307.394).
• Licensed vehicles and equipment other than fixed load and mobile
equipment. Examples of taxable fixed load and mobile equipment
are shown on the back page (ORS 801.285).
• Farm machinery and equipment used primarily in the preparation
of land, planting, raising, cultivating, or harvesting farm crops or
feeding, breeding, management, and sale of, or the produce of,
livestock, poultry, fur -bearing animals, bees, dairies, agricultural, or
horticultural use (ORS 307.394).
What happens if I falsify the information on the return?
Any person who furnishes false information is subject to criminal
penalties [ORS 305.815 and 305.990(4)].
What happens after the return is filed with the county?
Your return will remain confidential at all times. In some cases, an
appraiser may inspect your property. After October 25, you will receive
a tax statement showing the value of your personal property and the
tax due.
When do the taxes become my responsibility?
On July 1, personal property taxes become a lien against the assessed
property and any taxable property owned by or in possession of the
person in whose name the property is assessed.
Keep a copy of the return and instructions for your records.
This return is subject to audit.
Filing deadline is March 15, 2016.
Instructions for completing y*ter personal property return
At your request, the assessor's office will assist you in completing your return.
Schedule 1 Leased or rented personal property
Report all leased or rented items as of January 1.
If you don't lease equipment to or from others, write "None."
Equipment leased to others. Attach a list showing name and address
of lessee, situs of equipment, description, date of acquisition, length
of lease, and original cost. If a manufacturer, report real market value
rather than original cost.
Equipment leased from others. Attach a list showing name and address
of lessor, situs of equipment, description, date of acquisition, and origi-
nal cost. If original cost isn't known, give length of lease and amount
of the monthly payment. Advise if included with other assets to avoid
duplicate assessment.
Item 3. Who is responsible for paying the tax? Check either lessor or
lessee.
150-553-004 (Rev. 10-15)
Schedule 2—Noninventory supplies
As of January 1, report total cost on hand of any taxable item that won't
become part of finished goods or won't be directly sold to customers.
For example:
General office supplies: Copy paper, envelopes, pens, stationery, etc.
Maintenance supplies: Cleaning supplies, axle grease, etc.
Operating supplies: Straws, paper cups, sacks, gasoline, diesel, etc.
Spare parts: Repair parts, computer parts, automotive parts, etc.
Other noninventory supplies: Items not covered by the other categories.
Schedule 3—Floating property [ORS 307.190(2)(c)]
Report floating homes, docks, and boathouses. Don't include personal
licensed boats used only for personal use.
All other vessels
Report houseboats (self-propelled) used in rental businesses and other
required floating vessels.
3
Schedule 4—Libraries
Report all professional libraries in this schedule format. All items
should be listed on a separate page. Libraries include, but are not lim-
ited to, those held by accountants, architects, attorneys, consultants,
doctors, health science professionals, other science professionals, sur-
veyors, and title companies. Electronic, mechanical, and other technical
professionals should also use this schedule.
1. Enter type of library media (books, electronic media, compact
discs, tapes, videos, etc. If "None," explain).
2. Enter the title of the reported book or set.
3/4. If the item reported is a multiple volume set, check the yes or no
column to indicate if the set is complete or not.
5. Enter the number of volumes. If a set, enter the number you have,
not the number in the original set.
6. Enter cost when purchased.
7. Enter the best estimate of the real market value for each item as
of January 1. Reporters of law books report the value shown on
the schedule published by the Oregon Department of Revenue
in cooperation with the Oregon State Bar Association. Report value of all small hand tools and non -power tools not reported
8. Leave blank. elsewhere on this return. Include estimate of real market value.
Do not report leased equipment on Schedules 5A or 5B,
Schedule 5A—All other taxable personal property
Report all items not reported elsewhere on this return.
1. Enter property item by description acquisition date.
2. Identify by manufacturer, serial number, model, size/capacity.
3. Declare if purchased new or used.
4. Enter year of manufacture (for heavy logging and construction equip-
ment, enter serial number in column 2 if year of manufacture is unavail-
able. For other equipment, enter best estimate of manufacture date.).
5. Enter month and year you purchased item.
6. Enter number of items of same description (model, size, age).
7. Enter your cost (each, total).
8. Enter your best estimate of the real market value total as of January 1.
9. Leave blank.
Schedule 5B—Small hand tools
Attachments. Please check the box indicated in each applicable schedule if attachments are included. Values reported on this return are
not binding on the assessor.
Examples of taxable personal property to be reported on this return (this isn't a complete list)
A/V equipment
Air conditioners
Aircraft equipment
Alarm systems
Amusement devices
Appliances—free standing
Art work
ATM machines—portable
Auto diagnostic electric
Auto repair equipment
Backbars
Bakery equipment
Bank vaults (doors)
Barber shop equipment
Battery chargers
Beauty shop equipment
Bowling equipment
Bulk plant equipment
Butcher shop equipment
Cabinet shop equipment
Cable TV systems
CAD/CAM equipment
Calculators
Cameras
Cameras -digital -DVD -Video
Car wash equipment
Cash register
Cellular phones
Chain saws
Chairs
Child care furniture
Coin counters
Coin -op laundry equipment
Computers
Concession equipment
Construction tools
Copiers
Costume/tuxedo rentals
Decor
Dental equipment
Desks
Dictation equipment
Dies
Display racks
Dry cleaning equipment
Dryers
DVD players
DVDs (movies)
Electronic mfg. equipment
Fiberglass/boat molds
Filing cabinets
Fish processing equipment
Fitness equipment
150-553-004 (Rev. 10-15)
Foster home furniture and supplies
Freezers
Frozen food cases
Golf carts and course equipment
Grocery equipment
Grocery store fixtures
Handpieces (dental)
Heavy equipment
Hospital equipment
Hotel furniture/fixtures
Ice cream machines
Ice making machines
Juke boxes
Landscaping equipment
Laser equipment
Lathes
Leasehold improvements
Libraries
Lift trucks
Linens
Logging equipment
Lottery video terminals
Machine shop equipment
Manufacturing—general
Meat processing equipment
Medical -high tech equipment
Medical -lab equipment
Medical -office equipment
Medical -surgical equipment
Medical equipment -major
Mining equipment
Mobile radio/phones
Mobile yard equipment
Modular offices
Molds
Motel furniture/fixtures
Movie production equipment
Musical instrument rentals
Newspaper equipment
Nursing home equipment
Office fixtures
Office furniture
Office machines
Optical equipment
Pagers
Pallet jacks
Pallets/bins/crates
Pay phones
Photographic equipment
Pinball machines
Pool tables
Popcorn machines
Printing equipment
Professional equipment
Radio and TV broadcast
Radio and TV repair equipment
Recording studio equipment
Refrigerated cases
Rental equipment
Restaurant equipment
Retail store fixtures
Road construction equipment
Safe deposit boxes
Safes
Satellite dish relays
Saw mills—portable
Scanners
Scientific equipment
Service station equipment
Sewing/apparel equipment
Shake mills—portable
Sheet metal fabrication
Shelving
Shingle mills—portable
Signs
Small hand tools—
Barber and beauty
Carpentry
Construction
Landscape
Logging
Mechanics
Medical
Radio and TV shop
Soft drink equipment
Sound equipment
Steam cleaners
Survey equipment
Tanning equipment
Tavern equipment
Telephone systems
Testing equipment
Theatre/projection
Tire recapping equipment
Tool boxes
Tractors
TV sets
Typewriters
Unlicensed vehicles
Utility trailers—unlicensed
VCRs
Vending carts
Vending machines
Ventilating fans
Video/DVD game rental equipment
Video games
Filing deadline for this return is March 15, 2016
Video recording equipment
Video tape/DVD rental equipment
Video tapes (movies) and cases
Walk-in coolers
Warehouse equipment
Washers
Winery equipment
Woodworking equipment
Workbenches
X-ray equipment
Fixed Toad and mobile equipment
Air compressors and drills
Asphalt/rock crushing plants
Asphalt spreaders
Backhoes
Bituminous mixer
Bituminous plants
Bituminous spreaders
Bucket loaders
Catering/vendor trucks/wagons
Cement mixers
Concrete batch plants
Cranes
Crawlers
Ditchers
Earthmoving equipment
Electric generators
Excavators
Fork lifts
Front end loaders
High lifts
Levelling graders
Lighting plants
Mixmobiles
Motor graders
Paving equipment
Portable storage bins
Portable storage tanks
Power plants
Rotary screens
Sand classifiers
Scrap metal balers
Scrapers
Skidders
Tractors
Welding equipment
Yarders
4
PLEASE NOTE THE FALLOWING CHANCES AFFECTING
Y916 PEIISONAL AND REAL PROPEHTY RETUHNS
DUE DATE IS: MARCH 15 (2015 Oregon House Bill 2484)
NO FILING EXTENSION (2015 Oregon House Bill 2484)
• Amusement devices/equipment.
• Noninventory supplies.
• Barber and beauty furniture/equipment.
• Garage and service station tools/equipment.
• Leased equipment.
• Medical equipment.
• Movable machinery, tools, and equipment such as
logging and construction equipment, lift trucks,
and equipment used in service industries.
• Office furniture/equipment.
• Store furniture/equipment.
• Libraries such as repair manuals, electronic media,
compact discs, videos, tapes, sample books, law
books.
• Fixed load/mobile equipment.
• Floating property.
Tax—exempt personal property
These items are exempt from property tax:
• Intangible personal property. Money at interest,
bonds, notes, shares of stock, business records,
computer software, surveys and designs, and the
materials on which the data are recorded (paper,
tape, film, etc.) (ORS 307.020).
• All items held exclusively for personal use.
Household goods, furniture, clothing, tools, and
equipment used exclusively for personal use in
and around your home (ORS 307.190).
• Farm animals. Livestock, poultry, fur -bearing ani-
mals, and bees (ORS 307.394).
• Inventories. Items of tangible personal property
which are or will be sold in the ordinary course of
business (materials, containers, goods in process,
and finished goods) (ORS 307.400).
• Farm machinery and equipment (ORS 307.394).
• Licensed vehicles other than fixed load/mobile
equipment (ORS 801.285).
150-303-661 (Rev.10-15)
dbbebbu1 vc.Lo, ecu Luc- J J. u y"- vv �.ia... u�u..vv�......... t.,...
vious year. You must report property you own or had
in your possession as of January 1 at 1 a.m. If you don't
receive a form from the assessor, you're still obligated
to obtain and file a personal property tax return. There
is a penalty for late filing. If you need help completing
the form, contact your county assessor's office.
If you sell your business, notify the county assessor
to avoid future liability on the personal property.
Penalty for late filing
If you report taxable personal property on a Confi-
dential Personal Property Return, the penalty charge
increases periodically. If your return is filed after
March 15 but on or before June 1, a penalty of 5 per-
cent of the tax will be charged. If the return is filed
after June 1 but on or before August 1, the penalty
increases to 25 percent of the tax. After August 1, the
penalty increases to 50 percent of the tax.
If you report taxable personal property along with
real property on an industrial property return sent
to us and your return is filed late, a penalty for late
filing will be.$10 for each $1,000 (or fraction) of total
assessed value. This penalty won't be less than $10 or
more than $5,000 (ORS 308.295).
Paying your tax
Property tax statements are mailed to taxpayers in
late October. You must pay at least one-third of your
tax bill by November 15 to avoid interest charges.
You receive a 3 percent discount if you pay the full
amount due by November 15. If you pay two-thirds
of the full amount by November 15, you receive a
2 percent discount. If you choose to pay in thirds, the
second payment is due by February 15 and the third
by May 15.
(over)
Personal property taxes become a lien on July 1 against
any and all of the assessed property, as well as on per-
sonal property assessed in the same category. The
taxes may become a lien against all personal property
owned or in the possession of the person in whose
name the property is assessed. The taxes are a debt due
and owing from the owner of the personal property.
Appeals
If you feel the county assessor has estimated the
value of your property incorrectly, you have the
right to appeal, but your appeal must be based on the
property's value, not on the amount of taxes owed.
To receive a change in your assessment, you must
convince your county board of property tax appeals
that your property is incorrectly valued. You must
support your belief with evidence such as appraisal
reports and comparable sales. You also have the right
to appeal if you believe you were charged a late filing
penalty in error.
150-303-661 (Rev. 10-15)
If you report your personal property on a combined
industrial property return to us, you must appeal
to the Magistrate Division of the Oregon Tax Court
instead of your county board of property tax appeals.
For more information on property value appeals, see
How to Appeal Your Property Value, 150-303-668.
Have questions? Need help?
General tax information www.oregon.gov/dor
Salem (503) 378-4988
Toll-free from an Oregon prefix 1 (800) 356-4222
Asistencia en espanol:
En Salem o fuera de Oregon (503) 378-4988
Gratis de prefijo de Oregon 1 (800) 356-4222
TTY (hearing or speech impaired; machine only):
Salem area or outside Oregon (503) 945-8617
Toll-free from an Oregon prefix 1(800) 886-7204
Americans with Disabilities Act (ADA): Call one of the help
numbers above for information in alternative formats.