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HomeMy WebLinkAbout20112012.tiff (1--t6 CLERK TO THE BOARD PHONE (970) 336-7215, Ext. 4226 FAX: (970) 352-0242 1150 O STREET P. 0. BOX 758 111k GREELEY, COLORADO 8063 COLORADO August 26, 2011 SCHMIDT HAROLD REVOCABLE TRUST 1010 WALNUT STREET WINDSOR, CO 80550 RE: THE BOARD OF EQUALIZATION, 2011, WELD COUNTY, COLORADO - STIPULATE PETITIONER'S APPEAL AND AFFIRM ASSESSOR'S VALUE DESCRIPTION OF PROPERTY: ACCOUNT #: R1446086 PARCEL #: 080720111005 - WIN 1WS-1 L1 WIEGERT SUB 1ST FILING Dear Petitioner: On July 26, 2011,the Board of County Commissioners of Weld County, Colorado, convened, and acting as the Board of Equalization, pursuant to Section 39-8-101, C.R.S., et.seq., considered the Stipulation on your petition of appeal of the County Assessor's valuation of your property described above, for the year 2011. The Stipulation was entered into between the Assessor and said petitioner(s), and accepted by the Board of Equalization, agreeing that the assessment and valuation of the Weld County Assessor be Stipulated as follows: ACTUAL VALUE AS ACTUAL VALUE DETERMINED BY AS STIPULATED ASSESSOR $179,650 $171,000 // / 2011-2012 ee. it;E7- /�' /6-f f �b -0W/ A50079 SCHMIDT HAROLD REVOCABLE TRUST - R1446086 Page 2 If you have questions or need additional information, please do not hesitate to contact me at (970) 336-7215, Extension 4226. Very truly yours, d Esther E. Gesick Deputy Clerk to the Board cc: Christopher Woodruff, Assessor • 2011-2012 AS0079 Jul ?1 11 03:36p Freas 303-652-9079 p.2 07/21/2011 13:36 FAX 9703046433 WELDCOUNTYASSESSOR [0002/003 2011 COUNTY BOARD OF EQUALIZATION WELD COUNTY • ASSESSOR'S ACCOUNT NUMBER R1446086 STIPULATION (As To Tax Year 2011 Actual Value) RE PETITION OF: NAME: SCHMIDT HAROLD REVOCABLE TRUST 1010 WALNUT STREET WINDSOR CO 80550 Petitioner(s), SCHMIDT HAROLD REVOCABLE TRUST and the Weld County Assessor, hereby enter Into this Stipulation regarding the tax year 2011 valuation of the subject property, and jointly move that the Board of Equalization to enter its order based on this Petitioner(s) and the Assessor agree and stipulate as follows: 1.The property subject to this Stipulation is described as: WIN 1WS-1 L1 WIEGERT SUB 1ST FILING 2.The subject property is classified as Residential property 3.The County Assessor originally assigned the following actual value to the subject property for 2011. LAND: $32.000 IMPROVEMENTS: $147,650 TOTAL $179.650 4.After further review and negotiation, the petitioner(s) and Weld County Assessor agree to the following actual value for the subject property. LAND: $32,000 IMPROVEMENTS: $139,000 TOTAL $171,000 I.IbM VAN IWSI Li%%WERTau 1ST FANG 2011-2012 Jul 2 11 03:36p Freas 303-652-9079 p.3 07/21/2011. 13:36 FAX 9703046433 WELDCOUNTYASSESSOR 4003/003 5.The valuations, as established above, shall be binding only with respect to tax year 2011. 6. Brief narrative as to why the reduction was made: Value was adjusted based upon the general market prices per sq. ft. that were in place in the base period. 7.A hearing has not yet been scheduled before the Board of Equalization. DATED this 21 day of July, 2011. Petitioner(s) or Attorney Petitioner(s) or Attorney Address: 6' l t ry-e O-s Address: I `1 90 A ✓r) 15t bcr /O O O Woan f S$ . UonivInvrCt Cd Ro5aLe In) dsori Co x'O5:5O Telephone: 3O3 _ 3O3 Telephone: �(7® ` tf60 - 015? County Assessor: 71e ADDRESS: 1400 N.17th Avenue Greeley, CO 80631 (970) 353-3845 ext. 3656 R1446 6 NW IWS1 LI WR'UCRT SUS 1St rune • NOTICE OF DETERMINATION Christopher M. Woodruff Date of Notice: 6/22/2011 Fry Weld County Telephone: (970) 353-3845 or (720) 652-4255 1400 17thAve Assessor S Fax: (970) 304-6433 Greeley,N C 17th Ave 80631 E-mail: appeals@co.weld.co.us 2 www.co.weld.co.us r i['. 0Office Hours: 8:00 AM - 5:00 PM LEGAL DESCRIPTION! SCHEDULE/ACCOUNT NO. TAX YEAR . TAX AREA PHYSICAL LOCATION 2011 0420 WIN 1WS-1 L1 WIEGERT SUB 1ST FILING R1446086 1010 WALNUT ST,WINDSOR iSCHMIDT HAROLD REVOCABLE TRUST 1010 WALNUT STREET WINDSOR,CO 80550 cc w a 0 ASSESSOR'S VALUATION _ . _ _._ ACTUAL VALUE PRIOR TO ACTUAL VALUE AFTER PROPERTY CLASSIFICATION REVIEW REVIEW 180,424 180,424 RESIDENTIAL $180,424 $180,424 TOTAL articular attention to the sThe pecifics cseiincludedson your protest. The Assessor's de available termination giving value after review is based on the following: AL01 - Your property has been uniformly valued following Colorado law. Your protest of value has been denied due to comparison of otherproperties which sold during the 2009/2010 time period. If you disagree with the Assessor's decision, you have the right to appeato Bthe County Board of Equalization for further consideration, § 39-8-106(1)(a), .S. The deadline for filing real property appeals is July 15. The deadline for filing personal property appeals is July 20. The Assessor establishes property values. The local taxing authorities (county, school district, city, fire protection, and other special districts) set mill levies. The mill levy requested by each adequately fund is baseda services a projected ro tides to itstaxpayerset and . Thee local taxing authorities revenue hold budget hearings in the fall. If you are concerned about mill levies, we recommend that you attend t the local taxing hese budgthearings. s Please refer to last year's tax bill or ask your Assessor for a listing Please refer to the reverse side of this notice for additional information. a July 15, 2011 Weld County Board of Equalization 915 10th Street P.O. Box 758 Greeley, CO 80632 Notice of Determination appeal Account#: 1446086 Owners: Harold and Ruth Schmidt Revocable Trust Address: 1010 Walnut St., Windsor, CO 80550 To Whom It May Concern: We would like to appeal the attached Notice of Determination. Please note neither the original Real Property Notice of Valuation nor the more recent Notice of Determination provided any documentation as to the basis for the Assessor's Valuation. We have, on the other hand, shown that the real property at this address was purchased for approximately $160,000 ($165,000 less$5,000 of included personal property), and have also provided comparable sales data supportive of that purchase price (attached). For the Assessor to come back with no explanation or evidence of the reasoning for the Valuation is not appropriate, and is a waste of our time as well as the taxpayer's money in funding the Assessor's office and your Board. One cannot go into court without evidence, and the same should hold true here. As the Assessor has provided no evidence or documentation whatsoever to support their position, we ask you to find the value of the property to be $160,000, or no more than the actual purchase price of the entire property, $165,000. Thanks. Bill Freas(son-in-law) for Harold and Ruth Schmidt 303-709-4303 (Please call to advise if there is a hearing I need to attend, or copy me on your decision at 1990 Amethyst Dr., Longmont, CO 80504) May 9, 2011 Weld County Assessor 1400 N 17th Ave. Greeley, CO 80631 Notice of Valuation appeal Account#: R1446086 Address: 1010 Walnut St. Windsor, CO Owners: Harold and Ruth Schmidt To Whom It May Concern: We would like to appeal the 2011 property valuation indicating the above property to be valued at$180,424. Please note the Notice of Valuation was sent to Henry Heinz, but the property was recently purchased by Mr. and Mrs. Schmidt from Mr. Heinz's estate. First of all, this property was purchased for$165,000. It is outdated,with original carpet, kitchen cabinets, appliances, and fixtures. Additionally,the purchase price included personal property such as the fixtures, appliances and drapes,but probably worth only about$5,000. Secondly,the notice does not provide any similar sales or properties to justify the proposed valuation. Finally, the following other properties of similar age show a lower valuation is appropriate. Address Price Square footage Bedrooms/bathrooms Above ground/fin basement Subject property 1. 1010 Walnut St. $160,000 1450/ 1110 3 / 2 Comparable sales 2. 1115 Cottonwood $ 157,000 988 /890 3 / 1 3. 980 Hemlock $ 161,600 1014/ 1014 2 / 2 4. 104 Sunflower $ 164,900 1314/986 3 / 3 5. 1011 Cottonwood $ 165,000 1215 /999 3 /2 6. Crystal Mountain $ 168,100 1014 / 1014 4/ 3 While there are some differences in the respective properties, the condition and age of the subject property more than make up for the small differences in square footage, etc. Accordingly, we believe the 1010 Walnut property should have a valuation for real property tax purposes $160,0000, and certainly not more than the$165,000 purchase price. Thanks for your consideration. Please call to discuss as needed. Bill Freas (son-in-law of Harold and Ruth Schmidt) Phone 303-709-4303-I have reviously dealt with the Assessors office on other propertySchmidt. d They have provided documents approving my help in their property tax matters. Mrs. • Unified Title Company of Northern Colorado, LLC 3690 West 10th Street,2nd Floor Greeley,CO 80634 PHONE: 970-356-3551 FAX: 970-356-2063 PURCHASERS SETTLEMENT STATEMENT CASE NO.: 13633UTNC SETTLEMENT DATE: May 5,2011 DATE OF PRORATION: May 5,2011 PROPERTY ADDRESS: 1010 Walnut Street SELLER: Dorothy L.Pope PURCHASER: Harold and Ruth Schmidt Revocable Trust Arlene J. Buxbaum dated February 3,2011 Marjorie A.Meyer LEGAL DESCRIPTION: Wiegert Sub 1st Flg,Lot 1,Weld County DESCRIPTION DEBIT CREDIT Deposit or earnest money $1,000.00 Appliance Allowance $750.00 County Property Taxes 1/1/2011 thru 5/4/2011 $468.90 Contract Sales Price $165,000.00 Settlement or closing fee to Unified Title Co.of Northern Colorado(Greeley) $95.00 Notary fees to Unified Title Co. of Northern Colorado(Greeley) $10.00 Tax Certificate to Unified Title Co. of Northern Colorado (Greeley) $25.00 Recording Fees to Weld County Clerk And Recorder $11.00 State tax/stamps to Weld County Clerk And Recorder $16.50 Statement of Authority to Weld County Clerk And Recorder $11.00 Sub-totals $165,168.50 $2,218.90 Balance Due From Purchaser $162,949.60 TOTALS $165,168.50 $165,168.50 APPROVED AND ACCEPTED Sales or use taxes on personal property not included UNIFIED TITLE COMPANY OF NORTHERN COLORADO, LLC assumes no responsibility for the adjustment of special taxes or assessments unless they are shown on the Treasurer's Certificate of Taxes Due. The condition of title to the property is to be determined by reference to the title evidence provided by Seller or by personal investigation. The above statement of settlement is approved as of the settlement date shown above and Escrow Holder is hereby authorized to disburse as Trustee funds as indicated. Purchaser Harold and Ruth Schmidt Revocable Trust dated February 3, 2011 Broker/Agent by: f'{a--.-ea— d 1%Cw+54 Harold Schmidt,Trustee / • Closing Agent v by: -1 �� ' -—• a — ,� Unified Title Company of Northern Ruth chmidt,Trustee Colorado, LLC REAL PROPERTY NOTICE OF VALUATION • Christopher M. Woodruff Date of Notice: 5/1/2011 Weld County Assessor Telephone: (970) 353-3845 or (720) 652-4255 1400 N 17th Ave Fax: (970) 304-6433 Greeley, CO 80631 E-mail: appeals@co.weld.co.us www.co.weld.co.us Office Hours: 8:00 AM - 5:00 PM „�, " LEGAL DESCRIPTIONI SCHEDULE NUMBER TAX YEAR TAX AREA_-' PROPERTY ADDRESS R1446086 2011 0420 WIN 1WS-1 L1 WIEGERT SUB 1ST FILING 1010 WALNUT ST HEINZE HENRY (BN) WINDSOR CO 217 N 42 AVENUE ce w GREELEY CO 80634 a 3 ° a0 a ACTUAL VALUE,= +OR-CHANGE PROPERTY CLASSIFICATION : PRIOR YEAR. , ` "CURRENT YEAR RESIDENTIAL - $189,-159 $180,424 -$8,735 TOTAL $189,159 $180,424 -$8,735 LAND NET SOFT: 8,425 OCCUPANCYI SINGLE FAMILY RESIDENTIAL 9 LAND NET ACRES: 0.1934 PRIMARY BUILT AS RANCH 1 STORY 1972 YEAR BUILT CC BUILT AS SQUARE FOOTAGE* 1450 TOTAL BASEMENT SQUARE FOOTAGE 1450 x TOTAL BASEMENT FINISHED SQ FT 1110 O TOTAL GARAGE SQUARE FOOTAGE 552 ce TOTAL BUILDING COUNT 1 �property. C.R.S. g fences,land wat uare footage r rights erected total extenor upon or affixesquare t gland,het and or not title touch l structures been a e acquired, 391-102(7)Improvements means all structures,buildings,fixtures, The assessment e in th projected residential assessment percentage is not grounds for protected to be est 39-1-104.2(3),r abatemn of taxes, 39-5 121(1 C.R.S. Generally, all other property, including vacant land, is assessed at 29%, § 39-1-104(1), C.R.S.ear actual value. If en Disabled Veteran Property TaxtExemp ion wlll be based on the currenthas been applied to your residential property, it she notreflect d nior in th current year actual value shown above. You have the right to protest stshe la s thison noticeand//or valuation information.n of yurpoerty Please refer to the est r sidf or 15-DPT. 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