Utah Department of Administrative Services

Division of Archives & Records Service

Washington County (Utah). County Assessor

27646--Commercial personal property records
27647--Copy receipts
27648--DMV Abatements
27649--Mobile home personal property records
27650--Personal property transaction reports
27651--Personal property refunds
27652--Treasurer's receipts
26781--tax appraisal records
26709--DMV Property Tax Distribution Report

AGENCY: Washington County (Utah). County Assessor

SERIES: 27646
TITLE: Commercial personal property records
DATES: 2001-
ARRANGEMENT: Chronological by year

DESCRIPTION: These records include the paper copy of the Personal Property Affidavits aka Signed Statements (GRS 11-8 3 yrs), Personal Property Audits (GRS 11-9 5 yrs), & Refund Records aka BOE (GRS 11-14 3 yrs) for commercial personal property. These paper records have been scanned into the computer and the digital copy becomes the record copy. Once scanned, the paper records are used for back up purposes only.

RETENTION

Retain 1 year

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper copy: Retain in Office for 1 year and then destroy.

APPRAISAL

Administrative

This disposition is based on Utah State General Records Retention Schedule, Schedule 7, Item 1.

PRIMARY DESIGNATION

Public


AGENCY: Washington County (Utah). County Assessor

SERIES: 27647
TITLE: Copy receipts
DATES: 2001-
ARRANGEMENT: Chronologically by year

DESCRIPTION: These reports provide a daily record of cash balances, receipts, and disbursements.

RETENTION

Retain 3 years

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to Agency Record Center. Retain in Agency Record Center for 2 years and then destroy.

APPRAISAL

Fiscal

This disposition is based on Utah County General Records Retention Schedule, Schedule 5, Item 10.

PRIMARY DESIGNATION

Public


AGENCY: Washington County (Utah). County Assessor

SERIES: 27648
TITLE: DMV Abatements
DATES: 2001-
ARRANGEMENT: Chronologically

DESCRIPTION: These records are the carbon copy of the "Entitlement Notice" of the Abatement Application Files (County GRS 13-1). The original is scanned and then sent to the Clerk's Office and retained permanently with all Abatement Application Files.

RETENTION

Retain 1 year

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Computer data files backup: Retain in Office for 1 year and then delete.

Paper copy: Retain in Office for 1 year and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on Utah State General Records Retention Schedule, Schedule 7, Item 1.

PRIMARY DESIGNATION

Public


AGENCY: Washington County (Utah). County Assessor

SERIES: 27649
TITLE: Mobile home personal property records
DATES: 2001-
ARRANGEMENT: Chronologically

DESCRIPTION: These paper records include Personal Property Tax Notices (GRS 11-11 3 yrs), carbon copies of Mobile Home Entitlement Notices (Abatement Application Files GRS 13-1 permanent), Refund Records (BOE GRS 11-14 3 yrs), & Application for Residential Exemption.

RETENTION

Retain 1 year

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper copy: Retain in Office for 1 year and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on Utah State General Records Retention Schedule, Schedule 7, Item 1.

PRIMARY DESIGNATION

Public


AGENCY: Washington County (Utah). County Assessor

SERIES: 27650
TITLE: Personal property transaction reports
DATES: 2001-
ARRANGEMENT: Chronologically

DESCRIPTION: These records include Tax Collection Reports aka Transaction Edit Listings printed daily and/or yearly. The report includes account number, tax year, taxing district, business or farm name, date, time, receipt number, amount, daily totals, and grand totals. They are used to report the personal property tax collections.

RETENTION

Retain 2 years

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to Agency Record Center. Retain in Agency Record Center for 1 year and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on Utah County General Records Retention Schedule, Schedule 11, Item 16.

PRIMARY DESIGNATION

Public


AGENCY: Washington County (Utah). County Assessor

SERIES: 27651
TITLE: Personal property refunds
DATES: undated
ARRANGEMENT: chronological and then by account number

DESCRIPTION: These records are personal property vehicle Board of Equalization (BOE) documents. The forms include value, rate and tax dollars in error and may contain name, address, taxing district, year and make of vehicle, value and tax amount paid, reason for refund and amount refunded. The assessor does not issue refunds but only recommends a refund to the county auditor. They are used for refunds made for double or erroneous payments of personal property tax.

RETENTION

Retain 3 years

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to Agency Record Center. Retain in Agency Record Center for 2 years and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on Utah County General Records Retention Schedule, Schedule 11, Item 14.

PRIMARY DESIGNATION

Public


AGENCY: Washington County (Utah). County Assessor

SERIES: 27652
TITLE: Treasurer's receipts
DATES: undated
ARRANGEMENT: Chronologically

DESCRIPTION: These records include personal property tax deposits made to the treasurer's office. They include the amount and date of deposit of monies into county accounts. They are used to show the amount and date of deposit of monies into county accounts.

RETENTION

Retain 3 years

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to Agency Record Center. Retain in Agency Record Center for 2 years and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on Utah County General Records Retention Schedule, Schedule 5, Item 11.

PRIMARY DESIGNATION

Public


AGENCY: Washington County (Utah). County Assessor

SERIES: 26781
TITLE: tax appraisal records
DATES: 1900-
ARRANGEMENT: Numerical by parcel number

DESCRIPTION: Tax appraisal records include complete information about the appraisal and assessment of real property. This information includes the taxpayer's name, property address, serial number, and legal property description including acreage. Information about improvements includes description, lists of taxable features, and photographs. Information is gathered in order to establish assessed valuations for land and improvements. Any board of equalization adjustments are also noted. These records contain the complete information on the appraisal and assessment of real property. The folders contain the taxpayer's name, property address, serial number, legal description including acreage, improvements (size, quality of building, list of taxable features of improvement and photographs of improvements), assessed valuations for land and improvements, notes regarding Board of Equalization adjustments, and factoring worksheets.

RETENTION

Retain permanently

DISPOSITION

Retain in agency custody.

FORMAT MANAGEMENT

Computer data files: Retain in Office permanently.

Paper: Retain in State Records Center for 2 years and then transfer to State Archives with authority to weed.

APPRAISAL

Administrative Fiscal Historical

This disposition is based on Utah County General Records Retention Schedule, Schedule 11, Item 1.

PRIMARY DESIGNATION

Public


AGENCY: Washington County (Utah). County Assessor

SERIES: 26709
TITLE: DMV Property Tax Distribution Report
DATES: 2001-
ARRANGEMENT: Chronological by date and thereunder by taxing district

DESCRIPTION: These are daily reports from the Department of Motor Vehicles listing tax collections. The reports include transaction type and number, name, address, model year, make code, class code, processing county, assessing body, plat number, tax amount, daily totals, and deposit to the PTIF account.

RETENTION

Retain 2 years.

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to Agency Record Center. Retain in Agency Record Center for 1 year and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on Utah County General Records Retention Schedule, Schedule 11, Item 16.