Grapevine Newsletter for Winter 2003
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The Oregon Property Tax System Grapevine Fall 2002/Winter 2003 volume 8, issue 1 Feature Focus Dave Jacobs—Friend and Mentor GRAPEVINE BY AL GAINES GOES “Do you know Dave Jacobs?” Pam ELECTRONIC! Grant, Benton County Assessor, BY SALLY MOORE asked me early in 1999. & CHRISTIE WILSON “No, I don’t think so,” I replied. The next issue of “Well, Dave’s our department field Grapevine will be rep. You’re going to like him.” available to all subscribers in “Really?” I thought to myself. electronic format. I’d just begun working with the We are very excited Benton County staff at that time. But, about this new me- I’d spent eight of the prior ten years dium for keeping you updated working with the Linn County about issues relating to prop- Assessor’s office. And, frankly, I erty tax in Oregon. In addition hadn’t yet met a DOR field rep I’d to our regular schedule (Fall/ have spoken so highly of so quickly Winter and Spring/Summer and sincerely. issues), we will have the ability Dave Jacobs to provide late-breaking news In fact, I’m sure I had a heart attack Hired 1974, Retired 2002 bulletins for hot topics instead one time in the mid-90s when told of having to wait until the next Ray Moon and Tom Clemens were I remember our first meeting well, issue, when the topic is possi- coming to “audit” my commercial because we ended up having lunch bly too late to share. appraisal procedures! You know, that day at the local Chinese restau- pain in the…. We hope to have all of our sub- rant. While paying for our meals we scribers switched over to the Well, shortly after Pam’s statement accidentally switched our take-home electronic version by this time Dave was in the office, by request as containers. I got his spicy chow next year. We will, of course, I recall, and we were introduced. “yuck!” and he got my delicious still provide paper copies to sweet and sour chicken. Pam was right. those who do not have email Dave Jacobs retired September 30, access. If we do not hear from 2002. He’d been with the Oregon you, we will assume that you Friend: A person attached to Department of Revenue in the Prop- want to get electronic versions another by feelings of affection erty Tax Division over 28 years – the or no longer wish to subscribe. or personal regard senior AA3 by many months. To subscribe to the e-mail ser- In his retirement announcement to vice, go to: I liked Dave Jacobs instantly. I liked the county staffs he worked with that warm smile, the bright eyes and http://webhost.osl.state.or.us/ Dave wrote, “My career has spanned the cheerful greeting. I liked his easy mailman/listinfo/dor-grapevine some times of rapid change in as- going, confident but patient presen- sessment and taxation. tation. Dave would be, already was, WEB continued on page 2 a friend. JACOBS continued on page 14 Oregon Homeowners Deferral WEB Programs—New Information continued from page 1 BY DEBBIE SAALFELD In the area titled “Subscribing to DOR-Grapevine” enter your The Deferral Programs team is re- $20 million is repaid each year. At this email address and a password sponsible for three deferral pro- time the total outstanding debt is ap- of your choice. Confirm the grams that permit certain property proximately $135 million. password and click “Sub- owners to defer their taxes. As a result of the 2001 legislature, all scribe.” The option for daily 1) The Senior Citizen’s Property three programs now have a house- digest doesn’t really apply to Tax Deferral program began in hold income limit of $32,000 and our publication because we do 1963, and is the oldest and largest both property tax deferral programs not have multiple daily mes- in the nation. The goal is to pro- have a $32,000 Federal Adjusted sages to share. Once the vide a way for senior citizens, age Gross Income (FAGI) limit for par- webhost receives your sub- 62 or older, to live in their homes ticipants once they are on the pro- scription it will send back a and not be burdened with prop- gram. These limits may change due message with the subject erty taxes until the home is sold to annual indexing. “DOR-Grapevine – confirma- or the taxpayer dies. The Deferral Programs Team tion of subscription – request 2) The Disabled Citizen’s Property worked diligently this past year in (number)”. You need to con- Tax Deferral program started in combining the Senior and Disabled firm that you want to be on the January 2001. This program is for Deferral Property Tax applications list. To confirm, just send back taxpayers under the age of 62 and circulars into one application the message to the Web host who are receiving federal Social booklet and one circular for both and you’re all signed up! Security disability payments. programs. The new application 3) The Senior Citizen’s Special As- booklet is available for the 2003-fil- If you do not have access to sessment Deferral program origi- ing season. The new combined circu- e-mail or wish to continue re- nated in 1978 and allows special lar is available by contacting the ceiving a paper copy, please con- assessments such as sewer, side- Oregon Department of Revenue or tact our editor, Christie Wilson. walk, street and lighting improve- your local County Assessors office. You may contact her at the Or- ment installments to be deferred. The Deferral Programs Team thanks the egon Department of Revenue by mailing her a request with your Approximately 11,000 taxpayers are County Assessor’s office contact people name, address, and phone num- currently enrolled in the programs. for their input and positive response to ber with area code to: The average cost to the department is the new application booklet and our Communications office staff for their as- $1,400 for each account each year. The Christie Wilson, PTD-Timber Deferral Programs team works closely sistance and input in pulling it all to- gether. It’s an excellent product. PO Box 14380 with each county throughout the year. Salem, OR 97309-5078. Liens are recorded against each prop- Applications are filed with the local erty to protect the state’s interest. The county assessor’s office between Janu- Christie will make sure that you lien is released when the account is ary 1 and April 15 for the property tax receive a paper copy. paid in full including the lien amount deferral program. Applications for the at 6% simple interest plus lien record- Special Assessment program are filed If you do not respond to ing and release fees. Approximately between October 1 to December 1 Christie after the Spring/Sum- with the local taxing district that pro- mer 2003 issue has been dis- vides the improvement. tributed or subscribe to the For more specific details and re- Grapevine e-mail service you quirements of the programs, see the will no longer receive the new application booklet and Grapevine newsletter. circulars now available on our Web If you are inside the agency, site at: www.dor.state.or.us. you will receive an e-mail at 150-490-675 Property Tax Deferral for the time the Grapevine is avail- Disabled and Senior Citizens (Circular) able on the Web page, which 150-490-015 Oregon Property Tax Defer- will have a link to the Grape- ral for Disabled and Senior Citizens vine. Just double click on the (Booklet) link and it will bring up the 150-491-647 Deferral of Special Assess- Grapevine newsletters. ments (Circular) 2 Randy’s Ramblings BY RANDY EVERS Changing Times It was the best of times. It was the worst of times. of service we provide counties. We will do that only af- ter we have identified the most critical needs to make I wonder if we’ll say that when we look back on this year sure everyone has a basic safety net in terms of depart- of political uncertainty, budget woes, and major changes ment support. But, bottom line, we’d have to cut back on everywhere. Just when you think you know what’s go- a variety of services. Reductions would need to be made ing on, it changes! Even as I write this, I realize that by in the areas of training, face-to-face support, timeliness the time it reaches you, the situation could be very dif- of responding to your questions, local budget support ferent from today. Thinking about all this, I wanted to and reviews of ratio reports causing the inaccuracy of take the time to share some of our challenges in the Prop- erty Tax Division, talk about market values. We wouldn’t be what’s important to us, and ex- able to make county visits as we press my gratitude for our many We’ve all worked so hard have in the past. We would have to county, industry, and agency part- reprioritize and make the best of ners. to create solid, trusting our limited resources. Something’s relationships. Our goal got to give. At our last JTAG meeting on Oc- tober 15, we had a record turnout is to do all we are What does this mean, then, to the of 29 county assessors! That said able to keep those property tax system and our com- to me that many of you have a lot mitments to our personnel and to on your minds, too.