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HomeMy WebLinkAbout20110551 RESOLUTION RE: APPROVE, IN PART, PETITION FOR ABATEMENT OR REFUND OF TAXES - OWENS-BROCKWAY GLASS CONTAINER, INC., CIO DUFF AND PHELPS, LLC/BRUCE CARTWRIGHT WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board of County Commissioners of Weld County, State of Colorado, at a duly and lawfully called regular meeting held on the 28th day of February, 2011, at which meeting there were present the following members: Chair Barbara Kirkmeyer, and Commissioners Sean P. Conway, William F. Garcia, David E. Long, and Douglas Rademacher, and WHEREAS, notice of such meeting and an opportunity to be present has been given to the taxpayer and the Assessor of said County, with said Assessor, Christopher Woodruff, being present, and taxpayer, Owens-Brockway Glass Container, Inc., do Duff and Phelps, LLC/Bruce Cartwright, not being present, and WHEREAS, the Board of County Commissioners has carefully considered the attached petition, and is fully advised in relation thereto. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, that the Board concurs with the recommendation of the Assessor and the petition be and hereby is, approved, in part, and an abatement or refund be allowed as follows: CORRECTION TO ASSESSED ABATEMENT TAX VALUATION OR REFUND YEAR $878,240.00 $71,321.87 2008 Cam . iA R) Qct 3 l ' 2011-0551 AS0078 TAX ABATEMENT PETITION - OWENS-BROCKWAY GLASS CONTAINER, INC., C/O DUFF AND PHELPS, LLC/BRUCE CARTWRIGHT PAGE 2 The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 28th day of February, A.D., 2011. BOARD OF COUNTY COMMISSIONERS ELD COUNTY, COLORAD' ATTEST: irkmeyer, Chair Weld County Clerk to the Board f 1861 I • O rs-- way, ro-Tem BY: Deputy Clerk to the Board . t. -rrcia APPR AS M: Xe David E. Lon ounty Attorney 4c S r2, co U V Douglas` adema her Date of signature: J� / I 2011-0551 AS0078 • PETITION FOR ABATEMENT OR REFUND OF TAXES D County: Weld Date Received 77 (Use_Awe-sets or Commissioners'Date Stamp) Vii. Section 1: Petitioner,please complete Section 1711 mAR ` 8 Ali 2: o ► RECEIVED Date: August 31st,2010 LU Month Day Year Petitioner's Name: Owens-Brockway Glass Container Inc. SEP 02 2010 Petitioners Mailing Address: C/O Duff 8 Phelps LLC 950 17th Street,Suite 2000 Denver CO 80202 wow COUNTY ASSESSOR City or Town State Zip Code GRE L.Ys COLORADO SCHEDULE OR PARCEL NUMBER(S) PROPERTY ADDRESS OR LEGAL DESCRIPTION OF PROPERTY P3307408 Personal property located at 11133 Eastman Park Dr.,Windsor Petitioner states that the taxes assessed against the above property for the property tax year 2008 are i,�j,� incorrect for the following reasons: (Briefly describe the circumstances surrounding the incorrect value or tax. Attach additional sheets if necessary.) -Petitioner requests that the equipment lives used to value the personal property for 2009 and 2010 be applied to the 2008 valuation. Petitioner's estimate of value: S 73,600,000 2008 Value Year Petitioner requests an abatement or refund of the appropriate taxes. I declare,under penalty of perjury in the second degree,that this petition,together with any accompanying exhibits or statements,has been prepared or examined by me,and to the best of my knowledge,information and belief,is true,c and complete. Daytime Phone Number I Igniter* Daytime Phone Number( 303 ) 749-9003 Agent's Signature *Letter of agency must be attached when petition Is submitted by an agent tV If the board of county commissioners,pursuant to section 39.10-114(1),or the property tax administrator, pursuant to section 39-2-116,denies the petition for refund or abatement of taxes In whole or in part,the petitioner may appeal to the board of assessment appeals pursuant to the provisions of section 39-2-125 within thirty days of the entry of any such decision,039-10-114.5(1),C.R.S. Section II: Assessor's Recommendation (For Assessor's Use Only) Tax Year 2000ryry Agg al Assessed . Igx (V Original 841131%2 24,566,83® 1,C1Q51020.3g O corractw (Z1,(A51131 231(0881G90 1923 Abate/Refund 3,028,425 Crn )4B 1IF321-$' ,Assessor recommends approval as outlined above. - pt'W approVO-t No protest was flied for the year: (If a protest was vied,please attach a copy of the NOD.) ❑Assessor recommends denial for the following reason(s): Form'nq .ss mahlncr KtAS reClaSbi11ifD1 +0 all 9 l ear, ftr and tlk real proL }ha ,rea 1, {- waS r ,' C 1Ld aS persond tAXxS eel - Assess a or ty Assessor's Igoe 15-OPT-AR No.920.86/06 Al 2011-0551 FOR ASSESSORS AND COUNTY COMMISSIONERS USE ONLY (Section III or Section IV must be completed) Every petition for abatement or refund filed pursuant to section 39-10-114 shall be acted upon pursuant to the provisions of this section by the board of county commissioners or the assessor,as appropriate,within six months of the date of filing such petition,§39-1-113(1.7),C.R.S. Section III: Written Mutual Agreement of Assessor and Petitioner (Only for abatements up to$1,000) The commissioners of County authorize the assessor by Resolution No. to review petitions for abatement or refund and to settle by written mutual agreement any such petition for abatement or refund in an amount of one thousand dollars or less per tract,parcel,or lot of land or per schedule of personal property,in accordance with§39-1-113(1.5),C.R.S. The assessor and petitioner mutually agree to the values and tax abatement/refund of: Tax Year Actual Assessed Tax Original Corrected Abate/Refund Note:The total tax amount does not include accrued interest,penalties,and fees associated with late and/or delinquent tax payments,if applicable. Please contact the county treasurer for full payment information. Petitioners Signature Date Assessors or Deputy Assessors Signature Date Section IV: Decision of the County Commissioners (Must be completed if Section III does not apply) WHEREAS,The County Commissioners of County,State of Colorado,at a dui nd lawfully called regular meeting held on / / ,at which meeting there were present the fol ing members: Month Day Year with notice of such meeting and an opportunity to be present having been given the taxpayer and the Assessor of said County and Assessor (being present--not present)and Name petitioner (being presen not present),and WHEREAS,The said Name County Commissioners have carefully considered the within ition,and are fully advised in relation thereto, NOW BE IT RESOLVED,That the Board(agrees--does t agree)with the recommendation of the assessor and the petition be(approved--approved in part--de ed)^with an abatement/refund e as follows: Year Assessed Value Taxes e/Refund ` '^./t / _ac 'n me Kt chairperson of the Boardo ounty Commissioners'Signature I, County Clerk and Ex-officio Clerk of the Board of County Commissioners in and for the aforementi d county,do hereby certify that the above and foregoing order is truly copied from the record of the proceedi of the Board of County Commissioners. IN WITNESS W REOF,I have hereunto set my hand and affixed the seal of said County this day of , Month Year County Clerk's or Deputy County Clerk's Signature No . Abatements greater than 51,000 per schedule,per year,must be submitted in duplicate to the Property Tax Administrator for review. Section V: Action of the Property Tax Administrator (For all abatements greater than$1,000) e action o Board of County Commissioners,relative to the within petition,is hereby As r Approved in part$ ❑Denied for the flowing reason(s): it 4"4 7/I 1/1 iialla y Secretary's Signature jroperty Tax Administrator's ' n re Date 15-DPT-AR No.920-66/06 / ,,r Appointment of Agency for Property Tax Matters Duff & Phelps LLC is authorized to represent Owens-Brockway Glass Container Inc. on personal property tax matters concerning the glass plant located at 11133 Eastman Park Dr., Windsor, Colorado in Weld County Colorado. Any and all previous authorizations are hereby revoked. Duff & Phelps LLC is authorized to act on our behalf in obtaining and providing information, negotiating, settling and assessing for all personal property matters related to the property owned, possessed, or controlled by the undersigned at the above-referenced address. This agent is authorized to handle all matters relative to personal property assessments and to represent us, with the assistance of legal counsel, if necessary, in the appeal process. This appointment of agency remains in effect for tax year 2009 or until revoked in writing by Owens-Brockway Glass Container or Duff & Phelps LLC. All correspondence shall continue to be directed to Owens-Brockway Glass Container Inc at the address on file with a copy to the following: NAME: Bruce Cartwright Duff& Phelps LW ADDRESS: 950 17th Street, Suite 2000 Denver, Colorado 80202 303-749-9003 J SIGNED: ( 2 tna t NAME/TITLE: As tant Treasurer, Owens-Brockway Glass Container Inc (Owner/Off r/Partner) DATE EFFECTIVE: V/O' D ? 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M N Y o e O 30• ' rl u ' ; i.,.. 0. \d 0 a G L i 2 N 3 m 4 �E ut jE CD cr W x �w w O DUFF&PHELPS Weld County Board of County Commissioners February 25, 2011 915 Tenth Street PO Box 758 Greeley, CO 80632 Owens-Brockway Glass Container Inc.2008 Abatement of Personal Property for Schedule P3307406 Dear Honorable Board, On behalf of our client Owens-Brockway Glass Container Inc., Duff & Phelps is requesting that the 2008 value of the personal property be adjusted to$73,623,486. Our 2008 estimate of value uses the same valuation methodology used by the Weld County assessor's office to establish the 2009 and 2010 personal property assessments. The current proposed adjustment by the assessor's office of $81,685,137 is inconsistent with the valuation methodology used for the Weld County assessor's 2009 and 2010 values. 1. Computer integrated equipment assets were valued with a 4 year life in the assessor's 2009/2010 valuations, but are still being valued with a 14 year life in the assessor's 2008 recommendation to the Board. 2. The glass manufacturing furnace assets were valued with a 10 year life in the assessor's 2009/2010 valuations, but are being valued with a 14 year life in the assessor's 2008 recommendation to the Board. A list of these assets with the requested values for each are provided in the attached tables I and II. If you have any questions,please feel free to contact me at 303-749-9043. Sincerely, Nicholas Luebker Analyst Property Tax Advisory Duff&Phelps, LLC Duff&Phelps,LLC r +1 303 749 9043 WdpIMA.wNnrOduflena Mtps.cam 950 17th Steel F +1 120-381-2149 wwwAUMenclphelps.acm SUS 2000 Demrer,CO 80202 TABLE I-COMPUTER INTEGRATED ASSETS D&P Requested Value Assessor Assessor Assessor Assessor using Assessors 2009 2008 Coat 2008 Meat Assessor 2009 Cost 2009 Asset Cost Factor&Asset Line 8 Description Cost Factor Life 2008 Value Factor Life Lifes 7300 280002630 Bl ALCOVE&FOREHEART $ 199,486 10 14 $ 186,917 13 4 $ 69,820 7301 28000264082 ALCOVE&FOREHEAR $ 199,486 10 14 $ 186,917 13 4 $ 69,820 7302 280002650 Al ALCOVE&FOREHEAR $ 65,167 10 14 $ 61,061 13 4 $ 22,808 7303 280002660 A2 ALCOVE&FOREHEAR $ 65,167 10 14 $ 61,061 13 4 $ 22,808 7304 280002670 81 ALCOVE&FOREHEAR $ 85.167 10 14 $ 61,061 13 4 $ 22,808 7305 280002680 82 ALCOVE&FOREHEAR $ 65.167 10 14 $ 61,061 13 4 $ 22,808 7320 280002400 MILLTRONICS COMBINAT $ 51,848 10 14 $ 48,581 13 4 $ 18,147 7367 280002410 MILLTRONICS COMBINAt $ 52,455 10 14 $ 49,150 13 4 $ 18,359 7368 280002420 MILLTRONICS CNC KNEE $ 36,075 10 14 $ 33,802 13 4 $ 12,626 7369 280002430 GUYSON SAND BLASTER $ 101,500 10 14 $ 95,105 13 4 $ 35,525 7383 280002530 Al ALCOVE AND FOREHE $ 50,242 10 14 $ 47,076 13 4 $ 17,585 7384 280002540 A2 ALCOVE AND FOREHE $ 50,242 10 14 $ 47,076 13 4 $ 17,585 7385 28000255081 ALCOVE AND FOREHE $ 50,242 10 14 $ 47,076 13 4 $ 17,585 7386 280002560 B2 ALCOVE AND FOREHE $ 50,242 10 14 $ 47,076 13 4 $ 17,585 7391 280002610 Al ALCOVE&FOREHEAR $ 199,486 10 14 $ 186,917 13 4 $ 89,820 7392 280002620 A2 ALCOVE&FOREHEAR $ 199,486 10 14 $ 186,917 13 4 $ 69,820 7417 280003670 LABEL PRINTER APPLIC $ 19,389 10 14 $ 18,167 13 4 $ 6,786 7419 280003680 LABEL PRINTER APPLIC $ 19,389 10 14 $ 18,167 13 4 $ 6,786 7421 280003690 LABEL PRINTER APPLIC $ 19,389 10 14 $ 18,167 13 4 $ 6.786 7423 280003700 LABEL PRINTER APPLIC $ 19,389 10 14 $ 18,167 13 4 $ 6,786 7425 280003710 BBH HOT LASER CODING $ 106,686 10 14 $ 99,964 13 4 $ 37,340 7426 280003720 BBH HOT LASER CODING $ 106,686 10 14 $ 99,964 13 4 $ 37,340 7427 280003730 BBH HOT LASER CODING $ 108,886 10 14 $ 99,964 13 4 $ 37,340 7428 280003740 BBH HOT LASER COOING $ 106,886 10 14 $ 99.964 13 4 $ 37,340 7432 280003780 AUTOMATIC GUIDED VEH $ 881,826 10 14 $ 828,077 13 4 $ 308,569 7451 280004400 IPSA1 $ 4,206 10 14 $ 3,941 13 4 $ 1,472 7453 280004410 IPS A2 $ 4,206 10 14 $ 3,941 13 4 $ 1,472 7455 280004420 IPS 61 $ 4,206 10 14 $ 3,941 13 4 $ 1,472 7457 2800044301PS B2 $ 4,206 10 14 $ 3,941 13 4 $ 1,472 7495 280004480 COLD END INSPECTION $ 541,958 10 14 $ 507,810 13 4 $ 189,685 7496 280004490 COLD END INSPECTION $ 541,958 10 14 $ 507,810 13 4 $ 189685 7497 280004510 COLD END INSPECTION $ 540,283 10 14 $ 506,241 13 4 $ 189,099 7521 280004160 COLD END SURFACE TRE S 79,324 10 14 $ 74,328 13 4 $ 27,763 7523 280004170 COLD END SURFACE TRE $ 79,324 10 14 $ 74,326 13 4 $ 27,763 7525 280004180 COLD END SURFACE TRE $ 79,324 10 14 $ 74,326 13 4 $ 27,763 7527 280004190 COLD END SURFACE TRE S 79,324 10 14 $ 74,326 13 4 $ 27,763 7559 280004500 COLD END INSPECTION $ 541,958 10 14 $ 507,810 13 4 $ 189,685 7563 280003300 BACK UP PALLETIZER $ 225,274 10 14 $ 210,720 13 4 $ 123,901 7574 280003470 PEARSON CARRIER EREC S 230,227 10 14 $ 215,721 13 4 $ 80,579 7576 280003480 PEARSON CARRIER EREC $ 230,227 10 14 $ 215,721 13 4 $ 80,579 7578 280003490 PEARSON CARRIER EREC $ 230,227 10 14 $ 215,721 13 4 $ 80,579 7583 280003310 MIS PACK DET SYSTEM $ 17,733 10 14 $ 16,616 13 4 $ 6,207 75851280003320 MIS PACK DET SYSTEM $ 17,733 10 14 $ 18,616 13 4 $ 6.207 7587 280003330 MIS PACK DET SYSTEM $ 17,733 10 14 $ 16,616 13 4 5 8.207 7589'280003340 SIGNODE STRAPPER Al $ 75,766 10 14 $ 70,992 13 4 S 26,518 7591 280003350 SIGNODE STRAPPER A2 $ 75,766 10 14 $ 70,992 13 4 $ 26,518 7593 280003360 SIGNODE STRAPPER 61 $ 75,766 10 14 $ 70,992 13 4 5 26,518 7595 280003370 SIGNODE STRAPPER 82 $ 75,766 10 14 $ 70,992 13 4 5 26,518 7597 280003380 NORTHPOINT CASE PACK $ 562,730 10 14 $ 527,274 13 4 $ 196,958 7599 280003390 NORTHPOINT CASE PACK $ 562,730 10 14 $ 527,274 13 4 $ 196,956 7805 280003260 BULK PALLETIZER A-1 $ 673,007 10 14 $ 630,602 13 4 $ 235,552 7607 280003270 BULK PALLETIZER A-2 $ 603,556 10 14 $ 565,527 13 4 $ 211,245 7609 280003280 BULK PALLETIZER 8-1 $ 680,593 10 14 $ 637,710 13 4 $ 238,208 7611 280003290 BULK PALLETIZER B-2 5 593,365 10 14 $ 555.978 13 4 $ 207,678 7613 280003400 NORTHPOINT CASE PACK $ 562,730 10 14 $ 527.274 13 4 $ 196,956 7815 280003410 PEARSON CASE SEALER $ 191,447 10 14 $ 179,384 13 4 $ 67,006 7617 280003420 PEARSON CASE SEALER $ 191,447 10 14 $ 179,384 13 4 $ 67,006 7619 280003430 PEARSON CASE SEALER $ 191,447 10 14 $ 179,384 13 4 $ 67,006 Total 5 11,472,931 $ 10,749,685 $ 4,060,581 TABLE II-FURNACE ASSETS Assessor Assessor Assessor Assessor 2008 2008 2009 2009 DR Cost Asset Assessor 2008 Cost Asset Requested Lines Description Cost Factor Life Value Factor Life 2008 Value 7077 280000240 A FURNACE SUPPORT ST $ 353,034 10 14 $ 330,790 10 10 $ 297,339 7078 280000250 B FURNACE SUPPORT ST $ 353,034 10 14 $ 330,790 10 10 $ 297,339 7079 280000260 A FURNACE BINDING ST $ 454,189 10 14 $ 425,571 10 10 $ 382,536 7080 280000270 B FURN BINDING STEEL $ 454,189 10 14 $ 425,571 10 10 $ 382,536 7081 280000020 A FURN COMBUSTION SK $ 23,874 10 14 $ 22,370 10 10 $ 20,108 7089 280000520 B FURN COMBUSTION SK $ 23,874 10 14 $ 22,370 10 10 $ 20,108 7093 280000590 A FURNACE REFINER CO $ 119,027 10 14 $ 111,527 10 10 $ 100,249 7094 280000600 B FURNACE REFINER CO $ 119,027 10 14 $ 111,527 10 10 $ 100,249 7105 280000280 A FURNACE ACCESSS CA $ 243,719 10 14 $ 228,363 10 10 $ 205,270 7106 2800002908 FURNACE ACCESS CAT $ 243,719 10 14 $ 228,363 10 10 $ 205,270 7109 280000360 A FURNACE EXHAUST DU $ 57,088 10 14 $ 53,491 10 10 $ 48,082 7110 280000370 B FURNACE EXHAUST DU $ 57,088 10 14 $ 53,491 10 10 $ 48,082 7111 280000380 A FURNACE DILUTION A $ 145,683 10 14 $ 136,504 10 10 $ 122,700 7112 280000390 B FURNACE DILUTION A $ 145,683 10 14 $ 136,504 10 10 $ 122,700 7113 280000400 A FURNACE CONTROL PI $ 80,085 10 14 $ 75,039 10 10 $ 67,451 7114 280000410 B FURNACE CONTROL PI $ 80,085 10 14 $ 75,039 10 10 $ 67,451 7115 280000420 A FURNACE COMBUSTION $ 625,553 10 14 $ 586,138 10 10 $ 526,866 7116 280000430 B FURNACE COMBUSTION $ 625,553 10 14 $ 586,138 10 10 $ 526,866 7117 280000440 A FURNACE ELECTRICAL $ 86,944 10 14 $ 81,466 10 10 $ 73,228 7118 280000450 B FURNACE ELECTRICAL $ 86,944 10 14 $ 81,466 10 10 $ 73,228 7168 280000320 A FURNACE MIXED BATC $ 15,098 10 14 $ 14,147 10 10 $ 12,716 7169 280000330 B FURNACE MIXED BATC $ 15,098 10 14 $ 14,147 10 10 $ 12,716 7170 280000340 A FURNACE CHARGING E $ 336,362 10 14 $ 315,169 10 10 $ 283,298 7172 280000350 B FURNACE CHARGING E $ 336,362 10 14 $ 315,169 10 10 $ 283,298 7274 280002060 FURNACE&FORMING ST $ 6,629,315 10 14 $ 6,211,615 10 10 $ 5,583,474 7275 280002090 A FURN MELTER COMBUS $ 149,250 10 14 $ 139,846 10 10 $ 125,704 7276 280002100 8 FURN MELTER COMBUS $ 149,250 10 14 $ 139,846 10 10 $ 125,704 7277 280002110 A FURN MELTER SIDEWA $ 49,430 10 6 $ 30,183 10 10 $ 41,632 7279 280002120 B FURN MELTER SIDEWA $ 49,430 10 6 $ 30,183 10 10 $ 41,632 7283 280002150 A FURN MELTER SIDEWA $ 223,710 10 14 $ 209,614 10 10 $ 188,418 7284 280002160 B FURNN MELTER SIDEW $ 223,710 10 14 $ 209,614 10 10 $ 188,418 7285 280002170 AFURN MELTER COOLIN $ 122,535 10 14 $ 114,814 10 10 $ 103,204 7286 280002180 B FURN MELTER COOLIN $ 122,535 10 14 $ 114,814 10 10 $ 103,204 7287 280002190 A FURN MELTER COOLIN $ 303,034 10 14 $ 283,940 10 10 $ 255,227 7288 280002200 B FURN MELTER COOLIN $ 303,034 10 14 $ 283,940 10 10 $ 255,227 7297 280002300 MOLD AND MACHINE REP $ 128,837 10 14 $ 120,719 10 3 $ 24,415 7361 280003070 FURNACE A NATUR $ 20,700 10 14 $ 19,396 10 10 $ 17,434 7363 280003080 FURNACE 8 NATUR $ 20,100 10 14 $ 18,834 10 10 $ 16,929 7371 280002450 A FURNACE REFINING C $ 14,940 10 14 $ 13,999 10 10 $ 12,583 7372 280002460 B FURNACE REFINING C $ 14,940 10 14 $ 13,999 10 10 $ 12,583 Total $ 12,716,506 $ 11,375,473 CLERK TO THE BOARD PHONE: (970) 336-7215, EXT. 4226 1 8 6 1 2 1 1 FAX: (970) 352-0242 915 10TH STREET P.O. BOX 758 GREELEY, COLORADO 80632 WELD COUNTY February 4, 2011 OWENS-BROCKWAY GLASS CONTAINER INC C/O DUFF & PHELPS LLC ATTN: BRUCE CARTWRIGHT 950 17TH ST, STE 2000 DENVER CO 80202 RE: SCHEDULE NUMBER: P3307406 Dear Property Owner: This is to advise you that the Weld County Board of Commissioners will hear your petition for abatement or refund of taxes on the property described as: 11133 Eastman Park Dr., Windsor, CO 80550. The meeting is scheduled for February 28, 2011, at 9:00 a.m., in the First Floor Meeting Room, Weld County Centennial Center, 915 10th Street, Greeley, Colorado. The Assessor is recommending that the Board approve your petition. You are not required to be present at this hearing; however, this is your opportunity to have your position heard, especially if your position is opposed to the Assessor's recommendation. If you intend to submit any documentation in support of your position for this hearing, all such documentation must be submitted to the Office of the Clerk to the Board and to the Weld County Assessor's Office at least seven calendar days prior to the meeting date in order for it to be considered at the scheduled hearing. If you have any questions concerning this matter, please do not hesitate to contact me at(970) 336- 7215, Extension 4226. Sincerely, ri Tonya Disney Deputy Clerk to the Board cc: Assessor Duff& Phelps LLC Attn: Bruce Cartwright Hello