1.Splitting Properties
Purpose
Use this procedure to split properties.
The split wizard places properties in a certified year in the Pending supplement group. Properties in an uncertified year will not be moved to a new supplement.
Prerequisites
Note The following must be true for a property to be eligible for splitting: (1) The property is open in an uncertified year, or in a supplement which is Coding
or Open
; (2) the user has the rights to edit splits and merges for the property’s type; (3) the property is not in a pending split or merge; (4) the property’s values are not locked.
- In order to perform this procedure, at least one of the following user rights under Property > Edit Property > Split Merge is required:
- Edit Mineral Property Split/Merge
- Edit Mobile Home Split/Merge
- Edit Personal Property Split/Merge
- Edit Real Property Split/Merge
- If you need to import GIS land characteristics into the wizard, the slope tool configuration must be enabled in the System category of the System Configuration tool in PACS.ADMIN (Tools > System Configuration).
Procedure
- In PACS 9.0, either choose Activities > Split Property or from an open property record, choose Commands > Split Property.
- In the General section of the Split Setup Dialog, complete the Property ID, Assessment Years and Number of New Properties. If you are splitting a supplemented property, complete the supplement fields. Then complete the following set up options as required:
- In the Processes Required section, choose the processes that are needed.
- Delete Original Property
- Exclude Change of Value
- Requires Current Use Review
- Requires Senior Review
- Requires Ownership Updates
- Requires Income Value Review
- BLA Process
- Intermediate Merge
Note If any of the options in the Processes Required section are selected, the Finish button in the Wizard will not be enabled until the corresponding option(s) is selected in the Processes Completed section.
- In the Event Information section, if required, select the
Create Event on Split check box if required and enter a description for the event.
- In the Years Processed section, review the years for which the property has been split (indicated with the Processed check box selected), or the years for which the property has not been split (indicated with the Processed check box cleared).
- To print a letter at the end of the split process, select Print Letter. Then select a letter from the drop-down list.
- To review a list of the properties to be split, click Property List.
- In the Processes Required section, choose the processes that are needed.
- Choose one of the following options:
- OK – Saves the data entered so far for the split, which can be continued later with the steps later by using the Pending Split/Merge activity.
Note Make a note of the property IDs involved in the split so that you can easily retrieve them later with the Pending Split/Merge activity.
- Process – Begins the split.
- OK – Saves the data entered so far for the split, which can be continued later with the steps later by using the Pending Split/Merge activity.
- In the Tax & Assessments Due dialog box, review the property that is about to be split along with the owner’s tax and assessments due. Click Next.
- In the Property Detail dialog box, open the row for the top grid (which is the grid for the property on which the split will be based) and use the following steps as required to specify how to split acreage and improvements:
- If required, change the land information for the original property by opening the Land row and using the following options:
- Change the value in the Units field. For example:
- If there are land miscellaneous codes on the property that need to be removed, click Delete in the land miscellaneous codes grid as required.
- Change the value in the Units field. For example:
- To move acreage to the new property records, open the Land row and right click the row. Then select one of the following options:
- Move All To – Moves the entire acreage amount to the new property that you specify and removes the land record from the original property.
- Move Part To – Moves part of the acreage amount to the new property that you specify. Complete the Split Property Acres Assignment dialog box to specify the number of acres to be moved.
- To move an improvement to a new property, right click an improvement and choose Move To.
- To retrieve information entered by the GIS department in the land_update_table, click Import Land Characteristics. Land segments are then copied as new land segments and the number of acres, market unit price, and current use unit price are updated.
- Review the grid in the bottom of the Property Detail dialog box to confirm that land amount or improvements have been assigned correctly to the properties to be created.
- If required, click Recalculate.
- If required, change the land information for the original property by opening the Land row and using the following options:
- Click Next.
- In the Balancing Verification dialog box, review the old and new values based on your entries for the split. If required, select
Ignore Balancing Rules. Click Next.
- In the Update Legal Description dialog box, do the following:
- If required, edit the legal descriptions for the properties involved in the split or merge. To edit the columns, do the following:
- Click the drop-down arrow at the far right of the Legal Description cell.
- Begin typing in the text box that is displayed to enable the OK button and edit the legal description. Then click OK.
- In the Split Property Information section, use the check boxes to specify whether to include comments or agent information.
- In the Building Permit Information section, if required, select an option for copying building permits.
- Click Next.
- If required, edit the legal descriptions for the properties involved in the split or merge. To edit the columns, do the following:
- In the Split Summary dialog box, check that the original property information and the new property information is correct.
- To start the split process, click Finish.
- In the Split Setup Dialog Split ID Status: Ready to Finish dialog box, click Finish again.
Result
The Split Setup dialog box is displayed with the details of the split process.
2.Merging Properties
Purpose
Use this procedure to merge properties.
The merge wizard places properties in a certified year in the Pending supplement group. Properties in an uncertified year will not be moved to a new supplement.
Prerequisites
Note The following must be true for a property to be eligible for merging: (1) The property is open in an uncertified year, or in a supplement which is Coding
or Open
; (2) the user has the rights to edit splits and merges for the property’s type; (3) the property is not in a pending split or merge; (4) the property’s values are not locked.
- In order to perform this procedure, at least one of the following user rights is required:
- Activities > Merge Properties
- Property > Edit Property > Split/Merge > Edit Mineral Property Split/Merge
- Property > Edit Property > Split/Merge > Edit Mobile Home Split/Merge
- Property > Edit Property > Split/Merge > Edit Personal Property Split/Merge
- Property > Edit Property > Split/Merge > Edit Real Property Split/Merge
- If you need to import GIS land characteristics into the wizard, slope tool configuration must be enabled in the System category of the System Configuration tool in PACS.ADMIN (Tools > System Configuration).
Procedure
- In PACS 9.0, either choose Activities > Merge Properties or from an open property record, select Commands > Merge Property.
- In the General section of the Merge Property dialog box, click Add to select the properties to be merged. In the Merge To column, select the property to which the other properties will be merged.
- Select the Assessment Years, and then complete the following set up options as required:
- In the Processes Required section, choose from the processes that are needed.
- Create New Property
- Exclude Change of Value
- Requires Current Use Review
- Requires Senior Review
- Requires Ownership Updates
- Requires Income Value Review
- BLA Process
- Intermediate Split
Note If any of the options in the Processes Required section are selected, the Finish button in the Wizard will not be enabled until the corresponding option(s) is selected in the Processes Completed section.
- In the Event Information section, if required, select the
Create Event on Merge check box and enter a description for the event.
- In the Years Processed section, review the years for which the property has been merged (indicated with the Processed check box selected), and the years for which the property has not been merged (indicated with the Processed check box cleared).
- To print a letter at the end of the split process, select Print Letter. Then select a letter from the drop-down list.
- To review a list of the properties to be split, click Property List.
- In the Processes Required section, choose from the processes that are needed.
- Choose one of the following options:
- OK – Saves the data entered so far for the merge, which can be continued later with the Pending Splits/Merge activity.
Note Make a note of the property IDs involved in the merge so that you can easily retrieve them later with the Pending Split/Merge activity.
- Process – Begins the merge.
- OK – Saves the data entered so far for the merge, which can be continued later with the Pending Splits/Merge activity.
- In the Property Listing dialog box, review the properties that are about to be merged along with the owner’s tax and assessments due. Click Next.
- In the Merge Summary dialog box, review the property that the other properties will be merged to and the properties that will be deleted. In the Check Totals section, review a preview of how the data will be merged and consolidated. You can also use the following options as required:
- Ignore Balancing Rules
- To retrieve information entered by the GIS department in the land_update_table, click Import Land Characteristics. Land segments are then copied as new land segments and the number of acres, market unit price, and current use unit price are updated.
- If required, click Recalculate.
- Click Next.
- In the Update Legal Description dialog box, do the following:
- If required, edit the legal descriptions for the properties involved in the split or merge. To edit the columns, do the following:
- Click the drop-down arrow at the far right of the Legal Description cell.
- Begin typing in the text box that is displayed to enable the OK button and edit the legal description. Then click OK.
- In the Building Permit Information section, if required, select an option for copying building permits.
- Click Finish to start the merge process.
- If required, edit the legal descriptions for the properties involved in the split or merge. To edit the columns, do the following:
- In the Merge Property: Merge ID Status: Ready to Finish dialog box, click Finish.
3.Managing Splits and Merges
Purpose
Use this procedure to carry out one or more of the following activities for a split or merge:
- Review pending or complete splits or merges based on property or owner ID, status, assessment year, and required reviews or ownership transfers.
- Resume a split or merge run that has not been finished.
- Move or remove from a supplement properties that were involved in unfinished split or merge run.
- Cancel an unfinished split or merge run.
Caution While it is possible to cancel splits and merges for child properties, it is not possible to cancel splits and merges for parent properties.
Prerequisites
- In order to perform this procedure, at least one of the following user rights is required:
- Property > Edit Property > Split/Merge > Edit Mineral Property Split/Merge
- Property > Edit Property > Split/Merge > Edit Mobile Home Split/Merge
- Property > Edit Property > Split/Merge > Edit Personal Property Split/Merge
- Property > Edit Property > Split/Merge > Edit Real Property Split/Merge
Procedure
- In PACS 9.0, choose Activities > Pending Splits/Merge.
- In the Search Criteria section of the Pending Splits/Merges dialog box, enter search criteria associated with the split or merge run that you need to review. Search criteria options include the following:
Note If you need to search for the property or owner ID, you can use the Search buttons next to the property ID and Owner Name fields.
- Required Current Use Review
- Required Senior Review
- Required Ownership Transfer
- Click Search to display the runs associated with the criteria in the Search Results section:
- Use the following options as required:
- Property List – Displays a list of properties involved in the split or merge run.
- Create Split – Resumes processing of a split run that is complete but is part of an intermediate process (that is, the Intermediate Split option was selected for the run).
- Create Merge – Resumes processing for an merge run that is complete but is part of an intermediate process (that is, the Intermediate Merge option was selected for the run).
Caution When you select the supplement to move the run to, or when you select Remove Supplement, the system immediately begins to move or remove the properties.
- Move to Supplement – Moves the properties involved the split or merge run to the supplement you specify.
- Remove from Supplement -Removes the properties in the split or merge from the supplement previously specified.
- Cancel – Cancels the split or merge run and restores the property records to their states before the run was started.
4.Applying Multiple Split/Merge Credits
Purpose
Use this procedure to apply credits to multiple split or merged properties. To be eligible for this process, the property must have negative tax due (credit) as a result of having been split or merged.
- About the Mass Apply Split Credit Flow Process
- About the Mass Apply Merge Credit Flow Process (First, PACS determines the total credit amount for all previous properties involved in the merge. The credit amount is the sum of the tax due amounts of all properties used to create the new merged property.
Prerequisites
In order to perform this procedure, the following user rights is required:
- Supplement Administrator
Procedure
- In PACS 9.0, choose Activities > Supplement > Supplement Group Maintenance.
- In the Supplement Group List, select the supplement group to which you need to apply a credit for a split or merge run. Right-click the selected supplement group and select Mass Apply Split/Merge Credit Wizard.
- In the Mass Apply Split/Merge Credit dialog box, select the check boxes for the merged or split properties to which you need to apply a credit.
Notes
– As applicable, merged properties with taxes due are displayed or split properties with a balance due are displayed.
– The Taxes Due columns display the current taxes due for the merged or split property. The Merged Properties Difference column displays the difference between the taxes due for the merged property and the sum of the taxes due for all the previous properties. The Split Properties Difference column displays the difference between the taxes due for the split property and the sum of the taxes due for all the new properties.
- Use the following options as required:
- Prorate Across All Properties
- Apply in Order by Property ID
- Choose or create a batch for this transaction.
- Click OK.