CM-06-03-054ROUND ROCK, TEXAS
PURPOSE. PASSION. PROSPERITY.
CITY OF ROUND ROCK
MEMORANDUM
tC'
TO: Jim Nuse, City Manager
FROM: Jim Stendebach, Director of Planning and Community Developmen
DATE: March 16, 2006
SUBJECT: Historic Property Tax Exemption — 400 W. Main Street
2 (J
In 1998, Mr. Nelson Nagle's property located at 400 W. Main Street was divided into multiple
accounts. Since that division, the historic property tax exemption has only applied to one of
these accounts. It has been determined by Planning Staff that this request for the historic
exemption to apply to only one account was done in error.
Mr. Nagle's historic tax exemption should apply to the entire property, land and buildings. In
October 2005, Charlie Crossfield requested that the Williamson County Appraisal District re-
certify the tax roll to combine the accounts for 400 W. Main into one. As of 2005, the historic
tax exemption is now approved for the entire property, and the Williamson County Appraisal
District has been notified that the entire property is eligible for the exemption.
Mr. Nagle should have been eligible for a 75% exemption of his City property taxes on his entire
property from 2001 through 2004. The attached spreadsheet shows the calculation of the amount
that would need to be refunded so that the tax exemption does apply to the entire prope y fo
those years. This amount totals $4,076.38.
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Exemption
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$ 518.09
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Yes Building 1 Only 1 Building 1 Only $ 75,000
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CITY OF ROUND ROCK
E MAIN STREET
tNDROCK, TX 78664
n. (512) 218-5400
Pay
Tolle
Order Of
BANK OF AMERICA
WICHITA FALLS, TEXAS
Date Mar/24/2006
****FOUR THOUSAND SEVENTY-SIX AND 38 / 100 DOLLAR****
88-130
1119 TX
082446
Pay Amount $4,076.38***
NAGLE HOLDINGS, L.P.
400 W. MAIN AVE STE 210
ROUND ROCK, TX 78664
"0824461' 1:111,90 L3021: 00 233094 19 L81•
RUB OR BREATHE ON THE PINK LOCK & KEY ICONS—COLOR WILL FADE AND THEN REAPPEAR ON AN AUTHENTIC CHECK—IF COLOR DOES NOT FADE DO NOT ACCEPT
Check Date: Mar/24/2006
Vendor Number:
0000044721
Check No.
082446
Invoice Number
Invoice Date
Voucher ID
Gross Amount
Discount Taken
Late Charge
Paid Amount
032006
Mar/20/2006
00130874
4,076.38
0.00
0.00
4,076.38
Check Number
Date
Total
Gross Amount
Total
Discounts
Total
Late Charges
Total
Paid Amount
082446
Mar/24/2006
$4,076.38
$0.00
$0.00
$4,076.38
CHECK REQUEST
Nagle Holdings, L.P.
400 W Main Street
address
Round Rock, Tx. 78664
city, st zip
Item ID #
(complete address in total)
Date Submitted 3/20/2006
Vendor Number
Check Amount $ 4,076.38
Check Stub Description
(not to exceed 30 characters)
Tax Exemption Refund
Additional Explanation if needed:
Please see memo for additional information.
Account Number
Acct - Fund - Org
.YYNok
Amount
4,076.38
4,076.38
SPECIAL INSTRUCTIONS: (ALL checks will be mailed unless otherwise specified) Explain special handling below
Please call Monique at Ext. 410 when the check is ready
Date Needed (no ASAP's please)
CYCLE OR / /2000
c:\excelScarol\finforms.xlw - check req
Requested By: Monique Adams
Departmental Approval:
Finance approval:
Received by:
Staple justification to check request
Paper clip items to be mailed with check
3/17/2006
03/22/2006 15:48 FAX 5122181821
Nelson L. Nagle
Na. Ie opIding
400 .l
�e �i �S.t, Ste.#210 Round �Ro,�k, Tx.. 7$604
Teleph ie: 512-21B-0015 Fax: 51-2-210-1'821
Confidential
vi/64Date.• � /oq
To: %'!/S}' 6rtj
Receiver number: c2/ S /70 ')7
Company Name: C
tJ o01
Fax
Transmission
❑ Please.cali to confirm receipt
❑ Please respond by return fax
❑
Call only if transmission is Incomplete
/ZDU/1o/ Rock
# of pages :including cover page:
.r�
From:
7/6/40/1 /14.'!�
MAR -22-2006 15:51
5122181821 98%
P.01
03/22/2006 15:48 FAX 5122181821 Nelson L. Nagle
iimm_4relaue 15:47 CITY OF ROUND ROCK
tgJ ouz
5122187097 P.02/02
SUBSTITUTE W-9 FORM
CITY OF ROi'JNTD ROCK TEXAS
221 EAST MA1N STREET, ROUND ROCK, TEXAS 78664
Pursuant to Internal Revenue Service Regulations, we ask that you iLmish the City of Round Rock with
your Taxpayer Number (ITN). if this number is not provided, IRS regulations require us to subject you to a
20% withholding on each payment. To avoid this withholding and to ensue that astmaimtr tax inforrnntion
is reported to the Internal Revenue Service, we would appreciate your cooperation in providing us with the
information requested below.
Please contact the City of Round Rock Purdtasing Division at (5l 2) 2 l 8-7069 if you have any questions or
problems with this request.
Thunk you for your assistance in this matter.
BUSINESS ENTITY: (please check only onc)
Individual Partnership Sola Proprietorship
Estate/Trust _ _ __ Corporation Public Service Corporation
,
Governmental /Non-profrt V Other Li .1j ?4v1evJAJp
Individual: List name as $hoam on your social security card arid your social security number. -
(Also Partnerships)
Sole PrvvdetorshNE List owijer's legal name followed by the legal business name and list the
owner's social security number.
Alt Q1c r : List the legal name of your corporation, partnership, organization, or other Icgai entity
and list your Employer Identification Number.
LEGAL $US1NSS NAM E;.
Remit to address: 4 Q Q kT /'/ai>i Ave. � Se.
�t1�11� Acle 751( 7S66 -V
NINE, 9 DIGIT TAXPAYER. .1DENTIFiCA.TUON 1LL
Social Security Number_
federal Employer identification Number:
UNDER PENALTIES Of PERJURY, AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, t
DECLARE THAT THIS FORM HAS BEEN COMPLETED FULLY AND ACCURATELY.
/VP, Af) /1 dq ide./2/-
NAME (PRINT OR TYPE) LJ TITLE (PRINT OR TYPE)
SIGNATURE
ASSIGNED VENDOR 1/:
3/aa(2L o45 -
DATE PHONE
ASSIGNED BY: FAX
Revised 09/20/04 " Sub. W-9 FORM
MAR -22-2006 15:51
TOTAL P.02
5122181821 97% P.02