ANTELOPE COUNTY ASSESSOR’S OFFICE

501 Main Street

Neligh, NE. 68756

402-887-4515

E-mail: antelopeassessor@yahoo.com

 

 

Julie Harrison-Assessor

Staff

Marge Wildman- Deputy Assessor

Mary Bauer- Land Clerk

Debbie Desautels- Personal Property Clerk

Lisa Payne- Real Estate Clerk

 

OFFICE HOURS

Monday-Friday 8:30 a.m. to 5:00 p.m.

 

 

·        General Description of Antelope County

·        Staff/Training/Budget

·        Public Relations

·        Centrally Assessed/Railroad Property

·        Real Property

·        Sales Review

 

 

General Description of Antelope County

 

Antelope County has a total count of 7,269 parcels as reported on the 2001 County Abstract.  The residential parcel count is 36% of the total; the Commercial/Industrial is 7% of the total base.  The agricultural parcels account for 50% of the base and 7% is exempt property.  The total Antelope County valuation is 535,147,160.  The total real estate value is 487,713,899, as certified to the entities on August 16,2001.  The residential class value is 17% of the

total, the commercial/industrial class value is 7%, and the agricultural portion of the value is 76%.  The total personal property value is 41,725,411 as certified to the political subdivisions on August 16, 2001. Antelope County handled 1,487 personal property schedules in 2001. The remainder of the County’s value is derived from centrally assessed property, 5,707,850.  Approximately 500 homestead applications are filed with the office annually.

 

Staff/Training/Budget

 

The staff of the Antelope County Assessor’s office consists of the Assessor, the Deputy, and three full-time clerks.  The Assessor, Deputy, and one of the clerks all hold their assessor’s certificate, and complete the required hours to maintain them. A contract is executed every year with Blaser Appraisal Service for annual

 

maintenance and pick-up work.  The assessor compiles the models for every revaluation, and applies the values herself. 

 

The 2000-2001 assessors’ budget is in two parts.  The general budget was $98,400, and the assessor’s reappraisal budget was $37,500.  For 2001-2002, the assessor requested an approximate increase of 2% on both counts.  The County Board of Equalization has been very supportive of budget requests in the past.  

Public Relations

 

The Antelope County Assessor’s Office holds an annual public meeting to discuss current assessment practices, and to discuss the valuation process in general.  Large displays are constructed, and handouts printed to help taxpayers understand the assessor’s office procedures.  Every year in October, County Government Day is held, and the assessor’s office is an active educator in this process, with the hopes of starting the education of the public at a younger age.

Open communication with the local newspapers and the use of advertisements also help in the interpretive process.  A yearly manual of all public relation interactions is kept in the office.  Every year this manual is reviewed and analyzed with the expectation of improving our techniques in the future.

 

Cadastral Maps

 

The cadastral maps are dated 1967 and are kept current with parcel identification according to regulation 10-004.03.  The accompanying page of parcel owners and legal descriptions was never a part of the cadastral mapping in Antelope County.  Ownership can be determined by locating the property record card, which contains the corresponding information.  For approximately 6 years prior to the current assessor’s term (1992-1998) the maps had little maintenance, and split parcels were not drawn.  As the assessor discovers these

discrepancies, corrections are made.  A long range goal, if budget allows, would be the replacement of these cadastrals with new ones. 

 

Procedure Manuals

 

In 1999 the current assessor developed a policy and procedure manual for the Antelope County Assessor’s Office.  This manual adheres to statute, regulation, and directive.  It contains instructions for the performance of almost all duties of the office, and is updated periodically as needed. 

 

 

 

 

 

Property Record Cards

 

The property record cards contain all information required by regulation 10-004, which include the legal description, property owner, classification codes, and supporting documentation.  The supporting documentation includes any field notes, a sketch of the property, a photograph of the property, and if agricultural land is involved, an inventory of the soil types by land use.  If possible an aerial photo of the agricultural land is also included.  The cards are in good condition, and are updated and/or replaced as needed.  The file cabinets in which the cards are kept are becoming too full, and it is the plan of the assessor to clean up the current records by moving older, mainly historical information to new file cabinets located in the assessor’s office back storage room. 

 

Report Generation

 

Reports are filed accurately and in a timely manner.  Following is a list of the reports required and submitted by the Antelope County Assessor’s Office annually:

 

Abstract - Reg 60-004.02 – Due March 20

Personal Property Abstract – Due June 15

Certification of Values – Due August 20

School District Taxable Value Report – Due August 25

5 Year Plan of Assessment – September 1

Levies Entered into Computer - November 15 or so

Tax Roll – Delivered to Treasurer by November 22

Print Bills - Deliver to Treasurer –November 22

Certificate of Taxes Levied – Due December 1

Tax List Corrections – Reg 10-00.09A

Tax Payer Protests – June 1-July 25

Valuation Notices – June 1

 

 

 

 

Homestead Exemptions

Taxpayers who are 65 years or older by Jan 1, of any given year, have certain disabilities, or are veterans of specified foreign wars to qualify. They must own and occupy the property and meet income requirements which are calculated according to the taxpayer’s federal adjusted gross income.The income requirements may fluctuate yearly, according to a Federal sliding inflationary scale.

 

Homestead exemptions are accepted and processed according to State Statute 77-3510 through 77-3528.  Applications were accepted from April 1 through June

30.  The Assessor’s Office arranges for employees of Goldenrod Hills to come to the courthouse several times during the filing period to assist the taxpayers in the completion of the income forms.  When the filing deadline approaches one of the clerks telephones taxpayers and/or other responsible parties to remind them to file their forms.  The forms are sent into the Department of Revenue in several groups throughout the filing period.  Approximately 500 homestead exemptions were filed in the Antelope County Assessor’s Office in 2001.

Permissive Exemptions

 

Educational, religious, charitable and cemetery organizations may apply for tax exempt status to the county board of equalization. To qualify the property must meet the following criteria:

  1. Be owned by an educational, religious, charitable, or cemetery organization or any organization for the exclusive benefit of any such educational, religious, charitable, or cemetery organization.
  2. Be used exclusively for educational religious, charitable or cemetery purposes
  3. Not be used for financial gain or profit to either the owner or user.
  4. Not be used for the sale of alcoholic liquors for more than 20 hours per week.
  5. Not be owned or used by an organization which discriminates in membership or employment based on race, color, or national origin.

 

This exemption is also for property owned by and used exclusively for agricultural and horticultural societies.

 

Organizations must file for exemption on or before December 31 of the year proceeding the year the exemption is sought. Each year the exemption is reaffirmed. The exemptions granted to cemetery organizations shall remain in effect without reapplication unless disqualified by change in ownership or use. Assessor must review these exemptions each year and report to the county board of equalization.

 

 

Personal Property

Personal Property is the depreciable equipment used in a trade or business or used for the production of income. If you hold or own any depreciable tangible personal property as of January 1 at 12:01a.m. of the year for which the assessment is being made, you must file a Nebraska Personal Property Return. If

 

you lease property from another person or you lease property to another person you must file a Nebraska Personal Property Return.

 

All personal property is handled according to Regulation 20.  All schedules are to be filed by May 1 to be considered timely.  From May 1 to July 31, all schedules received by the office receive a 10% penalty.  After July 31, a 25% penalty is assessed.  Reminder postcards are sent at the beginning of the personal property season, usually by February 1.  Then again in the middle of April reminders are sent.  Advertisements are placed in the county newspapers prior to all postcard mailings to remind taxpayers that it is personal property filing time.  This has both cut our form costs by about 50%, and increased the timely filings in Antelope County.  The taxpayer’s federal income tax depreciation schedule is used as a basis for the personal property schedule.  Local accountants are provided with a list of taxpayers, and then request their clients’ forms in advance, which they complete and return to our office.  13AG’s are received periodically throughout the year and are matched up with their corresponding schedules.  13AG’s are used primarily as a system of checks and balances. If a taxpayer has paid sales tax on an item reported on their Personal Property Schedule, they can request a form to be reimbursed the sales tax amount by calling 1-800-742-7474 and following the prompts. The personal property abstract is due June 15.

 

 

 

Centrally Assessed/Railroad Property

 

Centrally assessed properties are those companies or industries that the Legislature has designated the Property Tax Administrator as the responsible party for valuation. They include Railroads and Public Service entities.

Centrally assessed values are received from the State Department of Property Assessment & Taxation around August 13.  The value of this property in Antelope County for 2001 is 5,707,850, and consists of 188 public service schedules and 11 railroad schedules.

 

 

 

 

 

 

Real Property

 

Real property is updated annually through maintenance and pick-up work.  In the 2001 valuation year, pick-up work was performed on approximately 229 parcels.  Annual maintenance included the complete revaluation of 5 small towns, all commercial property, and the re-assessment of land use in 277 parcels.  Computer services are provided by MIPS/County Solutions.  Appraisal services for the upcoming year will be contracted through Blaser Appraisal.  Pending the completion of that contract pick-up work and the Orchard Village residential revaluation may begin.  All pick-up and maintenance fieldwork is

slated for completion in mid-February to allow time for computer data entry and value generation.  An onsite inspection is performed on every property to be revalued.  The property is measured, data is confirmed and/or corrected, property quality & condition is noted along with any other outstanding facts.  A photograph is taken of each property.  With owner accompaniment an interior inspection is performed.  If that is denied then it is assumed that the interior condition of the property is the same as the exterior, unless evidence leads us elsewhere.  Countywide zoning was adopted by the Antelope County Board of Equalization in 1999, and the assessor’s office works in conjunction with the zoning administrator with the filing of building permits.  

 

 

 

 

Residential

 

In the current Assessor’s term all residential property with the exception of Orchard has been physically reviewed and revalued.  The villages of Neligh & Elgin are on 1995 Marshall & Swift pricing.  Tilden, Oakdale, Brunswick, Royal & Clearwater are priced using CAMA 2000.  Orchard Village will be revalued for the 2002 valuation year, and CAMA 2000 will be used to price out the residences.  All of these towns have been or will be priced with current depreciation as derived

from the market.  The listing of the property was and will be performed by Blaser Appraisal; the Assessor has & will model & set values.  Current models, along with a listing of every residential property in each village that show how that property fits into the model are kept as a permanent records available for all to inspect.  These records have proven to be very helpful in explaining how the valuation process works to the taxpayers.  Antelope County residential property is currently being re-evaluated on a 3-year cycle for the possibility of market changes and therefore assessed value.  This cycle may be readjusted according to changing needs.

 

In 2001 residential property was valued at 99% of market value in Antelope County.  The COD was 17.62 and the PRD was 102.08.  All these measurements are well within the acceptable guidelines.

 

Commercial

 

All commercial property in Antelope County was revalued as part of a complete commercial reappraisal performed by Great Plains Appraisal in the year 2001.  Records reveal 3 approaches to value market, income, and cost.  During the protest process in 2001 some discrepancies were found, and a review of this work is planned in the near future.  Any inconsistencies found will be cleared up at that time. 

 

In 2001 commercial property was valued at 99% of market value.  The COD was 38.93, and the PRD was 120.16.  Although the level of value is within acceptable limits, the quality of assessment needs to be addressed.

 

Agricultural

 

Rural residences and improvements were updated in 1999 using current market driven depreciation.  Factors, which reduced houses & outbuildings by approximately 60%, were removed for the lack of supporting market data.  It is the plan of the Antelope County Assessor to completely revalue rural residences within the next few years, and to have all improvements entered into the CAMA 2000 system.

 

Agricultural land use is updated annually through the use of aerial photos purchased from the FSA (Farm Service Agency).  When possible, permission is obtained from property owners to inspect their records at the FSA to further verify their land use.  13AG’s are also a valuable tool determining land use changes, and all 13AG’s for irrigation equipment are shared with the land use clerk to aid in the update of agricultural land.  Two hundred and seventy seven land use changes were calculated in 2001, and this amount is fairly typical for Antelope County.  All school land was valued according to soil & use for 2001.  In addition, all CRP land was re-categorized as CRP grass in order to allow for a complete market study of CRP ground.  The soil survey being used was compiled in 1978, and the 1995 soil conversion as dictated by the Property Tax Administrator is also being used.  

 

Agricultural land was assessed at 76% of market value in 2001.  The COD was 16.34, and the PRD was 102.27.  All measurements are well within the acceptable limits.

 

Sales Review

 

Real estate transfer statements are filed according to Reg 12-003 in as timely of a manner as possible.  At times prompt filing is not possible due to the time frame in which the Assessor’s Office receives these 521’s from the Clerk’s Office.  The completion of real estate transfers is a team effort.  The Assessor, Deputy, and one clerk complete the transactions required by the deeds.  Another clerk helps the Assessor fill out supplemental data for DPAT.  The Assessor inspects all 521’s to ensure an accurate feel of the Antelope County Market.  Open communication with DPAT’s field reviewer is essential to acquire an accurate sales file tool.  The assessor relies heavily on DPAT’s review of both agricultural and commercial sales.  She gives the reviewer all the input she has, and will protest the use of a sale if she feels strongly enough that their differences are more than a mere matter of opinion.  The assessor verifies all residential sales through a mailed questionnaire.  She has about a 90% return rate on verification letters.  Those that do not respond to the letter are contacted by phone.  When phone contact is impossible, the assessor's best judgment is used.  The Deputy Assessor maintains a sales book for both commercial and residential property.  All agricultural sales are compiled in a spreadsheet to allow for value setting according to the market. 

 

 

 

Valuation Process

 

Sales occur throughout the County. All Real Estate Transfer Statements(521’s) are sent to Department of Property Assessment and Taxation (DPAT) on a regular basis. The assessor sets preliminary values based on the sales, and these values are reported the DPAT in the form of a report called the Abstract.

 

DPAT measures the level and quality of assessment and reports to the Tax Equalization and Review Commission (TERC). If the assessor meets standards the valuation process proceeds. If the assessor fails to meet standards then TERC calls the assessor in for a hearing to explain the failure, and to take action as determined by TERC. Repeated failures or failure to take the corrective action prescribed may result in the assessor’s certificate being pulled by the Property Tax Administrator, which means that they are no longer an assessor.

 

The assessor notifies taxpayers of their values (on or before June 1). Taxpayers may protest the valuation set by the assessor within 30 days of the assessor’s mailing of the notification of value.

 

Taxpayers should examine their records at the assessor’s office to determine the accuracy, and discuss this with the assessor and or other office members.

Taxpayers may file a Property Valuation Protest form (422) at the County Clerk’s Office. The assessor may call to make an appointment for an onsite review of the taxpayer’s property, and /or request permission to examine your records at the Farm Service Agency. The assessor will review the taxpayer’s property with the taxpayer’s guidance. The assessor will then rework the card if necessary.

The taxpayer will be notified of the protest hearing date in front of the County Board of Equalization (CBOE).The CBOE decides whether or not to change the valuation of the property based on the information presented by both parties at the hearing. The assessor is presumed by the CBOE to be correct unless the taxpayer has provided evidence to the contrary. (The burden of proof is on the taxpayer).The assessor adjusts the value of the property according to the CBOE’s decision. If the taxpayer is dissatisfied with the CBOE’s decision they may appeal the case to TERC at the taxpayer’s expense (forms available at County Clerk’s Office. A filing fee of $25.00 is paid at the time of filing.)

 

The assessor certifies the total valuation present in each political subdivision that is available to them on which to levy. Political subdivisions set their budgets. There is a statutory budget increase limit of 2.5% each year. The political subdivisions advertise budget hearings in local newspapers. The taxpayer is encouraged to attend these hearings to ensure that the budget limits are adhered to.

 

The County Clerk divides the political subdivision’s budgets by the total value available to arrive at a levy. The clerk then submits the levies to the CBOE for approval. The statutory levy limits in place are:

 

School-         $1.00/$100

Counties-   $ .50/$100

Community Colleges- $.04/$100

Cities/Villages- $.45/$100

NRD’s-     $.045/$100

ESU’s-      $.015/$100

 

It is the taxpayer’s responsibility to attend the hearings, and ensure that the levy lids are adhered to.

 

The assessor reports once again to DPAT the value in the county. This time the levy is included and the anticipated tax revenue. The assessor completes the tax list and runs billing. The treasurer sends out billing (December).

 

Assessor begins re-assessment for the following tax year (December-March 15, when the assessor has to report values to DPAT.