tax_claim:upset_sale_menu_form

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tax_claim:upset_sale_menu_form [2016/07/11 00:10 UTC] – [Lien Search] bgrandjeantax_claim:upset_sale_menu_form [2022/08/23 13:50 UTC] (current) – [Posting Notice] mwolfe
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 +====== Upset Sale Menu ======
 +
 ===== Number Preview ===== ===== Number Preview =====
 Number Preview produces a report that allows the user to preview which properties that will be included in the Upset Sale along with the current taxes and costs.  It does not make any permanent changes and is not a required step.  This report is included so that Tax Claim can review the properties to be included prior to making the frozen copy of the sale file and possible take some action to include/exclude a property from the sale.  This report can be run for a single township, or by leaving the township blank when prompted, the entire county. Number Preview produces a report that allows the user to preview which properties that will be included in the Upset Sale along with the current taxes and costs.  It does not make any permanent changes and is not a required step.  This report is included so that Tax Claim can review the properties to be included prior to making the frozen copy of the sale file and possible take some action to include/exclude a property from the sale.  This report can be run for a single township, or by leaving the township blank when prompted, the entire county.
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 ===== Calculate Upset Price ===== ===== Calculate Upset Price =====
 This step will calculate the Upset Sale Price and save/update it on the Sale record and if the permanent Upset file has been created it will update it there as well.  This process should not be performed after the Upset Sale.  In addition to unpaid Tax Claims and Costs this calculation takes into account current year taxes, a recording fee and calculates the transfer tax as two percent of the current assessed value.  If the property is marked as a Mobile Home no recording fee is calculated. This step will calculate the Upset Sale Price and save/update it on the Sale record and if the permanent Upset file has been created it will update it there as well.  This process should not be performed after the Upset Sale.  In addition to unpaid Tax Claims and Costs this calculation takes into account current year taxes, a recording fee and calculates the transfer tax as two percent of the current assessed value.  If the property is marked as a Mobile Home no recording fee is calculated.
 +
 +The program asks for a date to calculate interest through.  This date should be in the same month as the upset sale.  The exact date is not important, since the program only calculates interest on a monthly basis.
 ===== Upset Checks ===== ===== Upset Checks =====
 This steps performs the following checks to make sure none of the data required for the Upset is missing. This steps performs the following checks to make sure none of the data required for the Upset is missing.
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 This step creates a text file containing the advertising copy and may be convenient for the newspaper and reduce transcription errors because the text can be copy and pasted. This step creates a text file containing the advertising copy and may be convenient for the newspaper and reduce transcription errors because the text can be copy and pasted.
 ===== Set Sale Date ===== ===== Set Sale Date =====
-This process sets the Sale Date on the Sale records and on the permanent copy of the upset records.  This step may be necessary of the upset sale needs to be rescheduled.+This process sets the Sale Date on the Sale records and on the permanent copy of the upset records.  This step may be re-run if the upset sale needs to be rescheduled.
 ===== Posting Notice ===== ===== Posting Notice =====
-This process creates an Upset Notice that can be used to post a property.  This process takes into account that the property must currently have a status of pre-upset, have an outstanding tax claim prior to the latest tax claim year, have no flags and have a Sale record for the current year. This means if any payments have been accepted or flags added the number of notices may decrease. +This process creates an **Upset Notice** that can be used to post a property.  This process takes into account that the property must currently have a status of pre-upset, have an outstanding tax claim prior to the latest tax claim year, have no flags and have a Sale record for the current year. This means if any payments have been accepted or flags added the number of notices may decrease.  
 + 
 +//Once all properties have been posted//, use this button to print an **Upset Posting Certification**.  This certification is a copy of the original poster used to post the property along with preprinted signatures for the assessor who performed the posting and the county Prothonotary.
 ===== Corporate Compliance ===== ===== Corporate Compliance =====
 This button produces a PA Dept. of Revenue Corporate Compliance report for all owners of Upset Sale Properties that are designated as Corporations or Partnerships. This button produces a PA Dept. of Revenue Corporate Compliance report for all owners of Upset Sale Properties that are designated as Corporations or Partnerships.
 ===== Upset Sale Receipt ===== ===== Upset Sale Receipt =====
-This process creates an Sale Receipt for every property still included in the Upset Sale and contains property identification information and spaces for the name of the bidder, successful bid etc.  Some counties may find it useful to have these receipts pre-printed at the sale in order to expedite processing.+This process creates a Sale Receipt for every property still included in the Upset Sale and contains property identification information and spaces for the name of the bidder, successful bid etc.  Some counties may find it useful to have these receipts pre-printed at the sale in order to expedite processing.
 ===== Auctioneer List ===== ===== Auctioneer List =====
 This process creates a report that can be given to the auctioneer and potential bidders that includes the Upset Price and identifying information about the properties included in the sale. This process creates a report that can be given to the auctioneer and potential bidders that includes the Upset Price and identifying information about the properties included in the sale.
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 This button produces a letter to each property owner notifying them that their property was sold at Upset Sale.  While these designed to be used in window envelopes this process also produces labels that can be used to address the letters. This button produces a letter to each property owner notifying them that their property was sold at Upset Sale.  While these designed to be used in window envelopes this process also produces labels that can be used to address the letters.
 ===== Mark for Posting ===== ===== Mark for Posting =====
-This process interfaces with the Wayne County GIS system to mark properties that need to be posted.+This process interfaces with the Wayne County GIS system to mark properties that need to be posted.  This process should be run after the "Assign Sale #" process, which resets all properties to gray in the mapping program. **This process should then be run at the end of each day while properties are being posted**.  This will clear the posting flag from the GIS map for properties that have been paid off or are otherwise no longer up for sale.
 ===== Reset Remail Flg ===== ===== Reset Remail Flg =====
 This process resets all of the Remail Flags.  In the event that an Upset Sale Notice has not been properly delivered it may be necessary to attempt another mailing.  To handle this each owner has check box that appears on the Property Claim Form.  Checking this box will cause this owner to receive another notice in the next step Remail Notice. This process resets all of the Remail Flags.  In the event that an Upset Sale Notice has not been properly delivered it may be necessary to attempt another mailing.  To handle this each owner has check box that appears on the Property Claim Form.  Checking this box will cause this owner to receive another notice in the next step Remail Notice.
 ===== Remail Notice ===== ===== Remail Notice =====
-This process will create an Upset Sale Notice for the owners who have the Remail Flag set.  See the prior step, Reset Remail Flg, for more details.+This process will create an Upset Sale Notice for the owners who have the Remail Flag set, //but only if the property is still eligible for upset sale//.  See the prior step, Reset Remail Flg, for more details. 
 + 
 +This button opens two reports.  One is the Upset Notice to be re-mailed.  The other is Post Office form PS 3877.  Before the reports are previewed, the program asks for the "Certification of Mailing" fee.  This fee is then printed on form PS 3877 under the column heading "(Extra Service) Fee." 
 + 
 +When the Upset Notice report is closed, the program asks for the "cost to apply to parcels."  If the notices were printed correctly and you would like to automatically apply costs for each notice re-mailed, you can enter an amount in this form.  The program will then create a cost record in that amount for each notice generated.  If you don't wish to use this feature, simply press Cancel and the report will close without creating any new cost records.
 ===== Import Cert ===== ===== Import Cert =====
 When notices are printed by an outside vendor the Certification Numbers will be returned in a text file.  This process imports these Certification Numbers so that they are associated with the correct notices. When notices are printed by an outside vendor the Certification Numbers will be returned in a text file.  This process imports these Certification Numbers so that they are associated with the correct notices.
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 This process creates a Final Notice letter to the owners of properties sold at the Upset Sale. This process creates a Final Notice letter to the owners of properties sold at the Upset Sale.
 ===== Cert Mail Rtn Dates ===== ===== Cert Mail Rtn Dates =====
-This button provides access to a form where the user can record the date the card for a certified mailing is returned.  Counties that automatically import this information from the post office don't generally need to access this form.+This button provides access to a form where the user can record the date the card for a certified mailing is returned.  The Posting Export button on this form creates a text file in the format required by Palmetto Posting.  The Posting Update button creates an update file for Palmetto Posting.  Counties that automatically import this information from the post office don't generally need to access this form.
 ===== Lien Search ===== ===== Lien Search =====
 This button creates a lien search form for a specified property that might be used by a title searcher. This button creates a lien search form for a specified property that might be used by a title searcher.
 ===== Upset to Non-Repos ===== ===== Upset to Non-Repos =====
 +This process will list all of the properties that were included in the sale that did not sell.  This user should review this list.  When the user closes the report the program will prompt to change the status of all properties on the report from pre-upset to non-repository.  If the list is correct you should answer yes to accept the changes.  If the list includes properties that should not be made non-repository then the user should refuse the prompt, add a flag to the property to be excluded before rerunning the report.
 ===== Post Office Manifest ===== ===== Post Office Manifest =====
 +This process creates and uploads a manifest to the post office for a certified mailing.  This process is no longer in use and should be deprecated.
 ===== Personal Service ===== ===== Personal Service =====
 +This button opens a form that lists owners in the county.  This user has the option to check a box to indicate personal service.  The Personal Service button on this form produces the individual notices for the owners checked.
 ===== Deed ===== ===== Deed =====
 +This button produces a deed for each property sold at the Upset Sale.
 ===== Upset Not. Labels ===== ===== Upset Not. Labels =====
 +This button produces mailing labels for each owner of a property still included in the Upset Sale.
  
  
  • tax_claim/upset_sale_menu_form.1468195806.txt.gz
  • Last modified: 2016/07/11 00:10 UTC
  • by bgrandjean