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HomeMy WebLinkAbout20112406.tiff RESOLUTION RE: ACTION OF THE BOARD CONCERNING PETITION FOR ABATEMENT OR REFUND OF TAXES - F AND P, LLC 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 12th day of September, 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, their agent, Property Tax Advisors, Inc., 3090 South Jamaica Court, Suite 204, Aurora, Colorado 80014, and the Assessor of said County, with said Assessor, Christopher Woodruff, being present, and taxpayer, F and P, LLC, 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, denied, and an abatement or refund be denied as follows: CORRECTION TO ASSESSED ABATEMENT TAX VALUATION OR REFUND YEAR $0.00 $0.00 2009 $0.00 $0.00 2010 Ask, AppL , Peg-v1/4; C{ - ai I I 2011-2406 AS0078 TAX ABATEMENT PETITION — F AND P, LLC PAGE 2 The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 12th day of September, A.D., 2011. BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO ATTEST: { 12..P ' /uC4u i /h<< E,C r 7. /1 a ,\Kirkmeyer, hair Weld County Clerk to the Board r" :At, %. 1 ; ,'6eirr on y, Pro-Tem BY: �i7,?,ite�i 'T C_ _---7 Deputy Clerk to the Board . ` i "a . Garcia APPD A M: �f David E. Long OittorneY ci:SS /as d 1/ Doug#as Radema Qer Date of signature: 7/2-0/// 2011-2406 AS0078 PETITION FOR ABATEMENT OR REFUND OF TAXES County: Weld Date Received �/A (Use Assessor's or Commissioners'Date Stamp) Section I: Petitioner,please complete Section I only. RECEIVED Date: March 25 2011 Month Day Year F&PLLC MAY o2 2011 Petitioner's Name: - - Petitioner's Mailing Address: P.O.Box 578 _ Greeley co aos'32ELD COUNTY ASSESSOR 6REELEY, cof ORADO City or Town State Zip Code SCHEDULE OR PARCEL NUMBER(S) PROPERTY ADDRESS OR LEGAL DESCRIPTION OF PROPERTY R2094086 4687 W. 18 St. Petitioner requests an abatement or refund of the appropriate taxes and states that the taxes assessed against the above property for property tax year(s) 2009 and 2010 are incorrect for the following reasons: (Briefly describe why the taxes have been levied erroneously or illegally,whether due to erroneous valuation, irregularity in levying, clerical error or overvaluation. Attach additional sheets if necessary.) Property is overvalued. See attached"Appeal of Real Property Valuation". Petitioner's estimate of value: $ 1,959,150 (2009 )and $1,959,150 (2010 Value Year Value Year 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, correct, and complete. Daytime Phone Number f P •i er' ignature By �� Daytime Phone Number f 303 ) 368-0500 Agent's� na e' art rt&) e 02Crcn Poy 1.tte - 'Letter of agency must be attached when rp ion is submitted by an agent. If the Board of County Commissioners,pursuant to§39-10-114(1),C.R.S.,or the Property Tax Administrator,pursuant to§39-2-116,C.R.S., 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§39-2-125,C.R.S.,within thirty days of the entry of any such decision,§39-10-114.5(1),C.R.S. Section it: Assessor's Recommendation (For Assessor's Use Only)Tax Year oD Tax Year dl0/e A ual Assessed Tax Actual Assessed 3 Original 67;37,Soo b/8�0,0 91,78290 .1,23V,Coo 6 y9,oio Y�,/3y oG Corrected ac.ass� rev 6f J' 2/o 4,7d'o.90 d,23f;fo2 6frig, o 14//33/.26 Abate/Refund 1� -�- ❑Assessor recommends approval as outlined above. If the request for abatement is based upon the grounds of overvaluation,no abatement or refund of taxes shall be made if an objection or protest to such valuation has been filed and a Notice of Determination has been mailed to the taxpayer,§39-10-114(1)(a)0)(D),C R.S. Tax year: Protest? 0 No ❑Yes (If a protest was filed,please attach a copy of the NOD.) Tax year: Protest? ❑No 0 Yes (If a protest was filed,please attach a copy of the NOD.) %I Assessor recommends�denial for the following re�sor{(s):45 , C:(99/ 0/1). " Assessor's or Depu As ss '. 15-DPT-AR No.920-66/11 2011-2406 FOR ASSESSORS AND COUNTY COMMISSIONERS USE ONLY (Section III or Section IV must be completed) Every petition for abatement or refund filed pursuant to 4 39-10-114,C.R.S.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$10,000) 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$10,000 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 Tax Year Actual Assessed 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. Petitioner's Signature Date Assessor's or Deputy Assessor's 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 duly and lawfully called regular meeting held on_/ / ,at which meeting there were present the following members: Month Day Year with notice of such meeting and an opportunity to be present having been given to the Petitioner and the Assessor of said County and Assessor (being present--not present)and Name Petitioner (being present--not present), and WHEREAS,the said Name County Commissioners have carefully considered the within petition, and are fully advised in relation thereto, NOW BE IT RESOLVED, that the Board(agrees--does not agree)with the recommendation of the Assessor and the petition be(approved--approved in part—denied)with an abatement/refund as follows: Year Assessed Value Taxes Abate/Refund Year Assessed Value Taxes Abate/Refund Chairperson of the Board of County Commissioners'Signature County Clerk and Ex-officio Clerk of the Board of County Commissioners in and for the aforementioned county,do hereby certify that the above and foregoing order is truly copied from the record of the proceedings of the Board of County Commissioners, IN WITNESS WHEREOF, 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 Note: Abatements greater than$10,000 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$10,000) The action of the Board of County Commissioners, relative to this abatement petition, is hereby ❑Approved ❑Approved in part$ ❑ Denied for the following reason(s): Secretary's Signature Property Tax Administrator's Signature Date 15-DPT-AR No.920-66/11 Agent: PROPERTY TAX ADVISORS, INC. 3090 South Jamaica Court, Suite 204 Aurora, Colorado 80014 TEL: (303)368-0500; FAX: (303)368-0573 Petition To: BOARD OF COUNTY COMMISSIONERS Subject: APPEAL OF REAL PROPERTY VALUATION Tax Year: 2009 & 2010 County: Weld Schedule Number: R2094086 PTA# 4461 Property Address: 4687 W. 18 St. Property Owner: F & P LLC Inclusions: _X_ Photograph(s) of Subject Property _X_ Correlation and Conclusions X Income Approach X Market Sales Cost Approach Salient Facts Report Date: 3/25/11 Effective Date: 6/30/08 PETITIONER'S FINAL ESTIMATE OF VALUE: $1,959,150 Value per Square Foot: $107.56 ASSESSOR'S VALUE: $2,234,500 Value per Square Foot: $122.67 Site Size 91,026 s.f. YOC 1982 Effective Bldg. Age (yrs) 10 Gross Building Area 18,215 s.f. Remaining Econ. Life (yrs) 30 Land to Bldg. Ratio 5.0 :1 Zoning Comm. Construction Masonry Use: Office Building SUBJECT PROPERTY Y�. r j ^mss d'I, iii r 't—+ ' cII" Tr 6 =M Y N m -4;;;;),k-?t, *,r ' rip y., ,LA kb$'23^3. z4✓d-`' R 2 w` Y-m ..., ,F x'''¢ c N Z4h5 `X t iii g E 'j • t v ,, ,P4 Yrt '. ,IP i'# ' s i. 444 t 1 q5. i _ lit X'kt,' it: 1 Ilk . , y. t s�q I i I Y— ,� ._ _.._..... f ` ® S i Property Address: 4687 W. 18 St. PTA# 4461 Final Estimate of Value: $1,959,150 CORRELATION AND CONCLUSIONS: Petitioner gives equal weight to its (2) approaches: Market Approach= $1,971,600 X 50% _ $985,800 Income Approach= $1,946,700 X 50% _ $973,350 ASKING VALUE = $1,959,150 Market Income-W Rental Rate: $0.00 /sf Source: Owner Occupied Factors Affecting Rental Rate: 18,215 sfx 10.00 /sf= $182,150 0 sf x $0.00 /sf= $0 0 sf x $0.00 /sf= $0 Potential Gross Income $ 182,150 Source: Historic Occupancy Rate X 0.95 Effective Gross Income $ 173,043 Source: Market 10% Expenses - 17,304.25 Net Operating Income $ 155,738 Source: Cap Rate 8% Capitalization Rate + 0.08 VALUE BY INCOME APPROACH $ 1,946,728 Say $ 1,946,700 Comments: Market Sales r CO v N N '7 N�{ Q = O T M .Si; 0 V 9 i O O O O o O Q N N O O 0• Q a N O O O C O S o U Q co 4) O O O "O N "O m O 0 O O 6 o m ri Q + + U o 0 o • 0 Q N O 0 a) cO M U r of co 0 N Q O) a 0 m rn co Q) in N ON CD CO m COO O 05 'o 't n id r 0 o m N 0) 0 l'••• w V O CO N- Q) Co co N ' o) a) a) r a, (Op r r r is. 40, O) J I I I I II W _ H T O O O N (6 J °) C)) o rn N. to a N N- N O r ' (n 0 r (y N CO O o 0 o r to I- N °) r r) CO X S TO in 0 0 w a (n CCO IX C" CO a 00 v' a 0 < r iti CO w > > a a CO aa U Co 5 s - D l0 rr .- m a N N N o Et To cz a 2 u) c 1175 58th Ave Greeley,CO 80634 Class B Medical Building of 14,920 SF Sold on 0111412008 for $1,700,000-Research Complete buyer.,DrJanGillespie-Wagner clo Jan Gillespie-Wagner 18025 WCR-128 �. Nunn,CO 80648 seller.:' _.. DJ&CD Fagerberg LTD c/o David Fagerberg 3527 Cindy PI Greeley,CO 80631 .vital data , . r, r .,.. Escrow/Contract: 45 days Sale Price: $1,700,000 Sale Date: 01/14/2008 Status: Confirmed Days on Market: 660 days Building SF: 14,920 SF Exchange: No Price/SF: $113.94 Conditions: High Vacancy Property Pro Forma Cap Rate: - Land Area SF: 60,648 Actual Cap Rate: - Acres: 1.39 Down Pmnt: $935,000.00 $/SF Land Gross: $28.08 Pct Down: 65.0% Year Built,Age: 1999 Age:9 Doc No: 3529017 Parking Spaces: 65 Trans Tax: $170 Parking Ratio: 4.36/1000 SF Corner: No FAR: 0.25 Zoning: - Lot Dimensions: - No Tenants: 2 Frontage: - Percent Improved: 79.7% Tenancy: Multi Submarket: Weld County Comp ID: 1473397 Map Page: - Parcel No: 095910227010 Property Type: Office income expense data - listing broker Expenses -Taxes $34,193 Realtec Commercial Real Estate Services -Operating Expenses 1711 61st Ave Total Expenses Greeley,CO 80634 (970)346-9900 Bernie Blach,Kate Struzenberg buyer broker Realtec Commercial Real Estate Services 1711 61st Ave Greeley,CO 80634 (970)346-9900 Bernie Blach,Kate Struzenberg .financing _ 1st Cache Bank&Trust Bal/Pmt: $765,000 This wpyn fined report contahs research licensed to Property Tax Advisors,Inc.-8255. 3/15/2011 p89p88t!UI ADVISORS Page 3 1020 9th St Greeley,CO 80631 not 4 y r Class C Office/Residential$ Building of SF Sold on >! .r Ce / . 03/21/2007 for$2,295,100-Research Complete ` S. 1 1 7 �1/� �"► s,s buyer Danny L&Hannah T Miller M th • fi r c/o Danny Miller 309 Goodrich Ave ^r • 3 Platteville,CO 80651 _ (970)785-2125 \. s:" J 1 . seller .. ---,e�- '1, r ` ` .... Wy..�-"-`fie _. �' Property One c/o And'Arizmendi 1020 9th St EU!!!! 11Y0 Escrow/Contract: 60 days Sale Price: $2,295,100 Sale Date: 03/21/2007 Status: Confirmed Days on Market: - Building SF: 27,367 SF Exchange: No Price/SF: $83.86 Conditions: - Pro Forma Cap Rate: - Land Area SF: 11,400 Actual Cap Rate: 6.0% Acres: 0.26 Down Pmnt: $573,850.00 $/SF Land Gross: $201.33 Pd Down: 25.0% Year Built,Age: 1974 Age:33 Doc No: 3464483 Parking Spaces: 44 Trans Tax: $229.50 Parking Ratio: 1.45/1000 SF Corner: No FAR: 2.40 Zoning: CH,County Lot Dimensions: - No Tenants: 2 Frontage: - Percent Improved: - Tenancy: Multi Submarket: Weld County Comp ID: 1284997 Map Page: - Parcel No: 96105330014[Partial List] Property Type: Office income expense data 1.1 - listing broker. No Listing Broker on Deal buyerbroker No Buyer Broker on Deal financing _ I 1st Farmers Bk Bal/Pmt: $1,721,250 This copyrighted report contans research licensed to Roperly Tax Advisors,Inc.-8255. 3/15/2011 larecat�TAI 4HISIA[ v__,....._...--..._._.. Page 1 1220 11th Ave Greeley,CO 80631 Class C Office Building of 15,066 SF Sold on 06/2712008 for $475,000-Research Complete . buyer "f'-`:;.- Roy W Martin ,F 1( c/o Michael Landen - 19495 CR 80 ' Ault,CO 80610 - y (970)834.2836 "• seller • - tD • c. t .SIR"'� Robert L Childers • c/o C Chavies 1599 61st Ave "� Greeley,CO 80634 (970)353-2925 ("I!Ni ue • vital data • ' _ • : Escrow/Contract: 450 days Sale Price: $475,000 Sale Date: 06127/2008 Status: Confirmed Days on Market: 98 days Building SF: 15,066 SF Exchange: Yes Price/SF: $31.53 Conditions: 1031 Exchange Pro Forma Cap Rate: 9.9% Land Area SF: 14,985 Actual Cap Rate: 8.2% Acres: 0.34 Down Pmnt: $250,000.00 $/SF Land Gross: $31.70 Pct Down: 52.6% Year Built,Age: 1961 Age:47 Doc No: 3564277 Parking Spaces: 35 Trans Tax: $47.50 Parking Ratio: 2.32/1000 SF Corner: No FAR: 1.01 Zoning: C-H,City of Greeley Lot Dimensions: - No Tenants: 3 Frontage: • Percent Improved: 90.0% Tenancy: Multi Submarket: Weld County Comp ID: 1554249 Map Page: - Parcel No: 096108208002 Property Type: Office • income expense data '. • .. . •, listing broker Realtec Commercial Real Estate Services 1711 61st Ave Greeley,CO 80634 (970)346-9900 Kate Struzenberg buyer broker •-••• financing .. .. .- �•` . °' i'r . • • 1st Private Lender Bal/Pmt: $225,000 rsoti — This coppddued report contahs research licensed to Roprly Tax Seeman,Inc.-8255. 3/15/2011 raa rii�arlsiws Pape 2 Property Tax Advisors, Inc. (303)368-0500 3090 S.Jamaica Ct.,Suite 204 FAX(303)368-0573 Aurora,Colorado 80014 CONSULTANT - AGENCY AGREEMENT a Corporation Property Owner: F& P LLC _a Partnership as Individuals County: Weld a Trust P.I.N. Property Address R2094086 4687 W 18 St. The undersigned hereby appoints and authorizes Property Tax Advisors, Inc. as its Agent and Consultant in the preparation and execution of a real estate valuation appeal(s) on behalf of the undersigned in regard to the above enumerated property(ies) for the assessment year(s)2011-2012 and for the prior two years. The undersigned further authorizes Property Tax Advisors,Inc., as Agent of the undersigned,to execute and cause to be filed on behalf of the undersigned,in the name of the undersigned,any and all documents relating to an appeal of the subject p perty's(ies')valuation(s)../ ::: me tisexeis dayof t� ` • n "" Print Name: C--Ir l `) iC t U\ In n hd Title: (n eA)rtr— (If Corporation, your title; (or) Owner, General Partner, Telephone No.: cfl D - - 11D 4 Lessee,Power of Attorney,Trustee,etc.) Fax No.: 01-10 - 5 D(o - 33 8 9 Rev. 12/10 CLERK TO THE BOARD PHONE: (970) 336-7215, EXT. 4226 I 861 - 2011 FAX: (970) 352-0242 1150 O STREET P.O. BOX 758 GREELEY, COLORADO 80632 WELD.-EOUNTY August 22, 2011 F & P LLC PO BOX 578 GREELEY CO 80632 RE: SCHEDULE NUMBER R2094086 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: 4687 W 18th Street. The meeting is scheduled for September 12, 2011, at 9:00 a.m., in the Weld County Administration Building, 1150 0 Street, Greeley, Colorado. The Assessor is recommending that the Board deny 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, L. ,1 Tonya Disney o Deputy Clerk to the Board cc: Assessor Property Tax Advisors Inc 3090 S Jamaica Ct Ste 204 Aurora CO 80014 CLERK TO THE BOARD PHONE: (970) 336-7215, Ext. 4225 I 8 6 1 2 0 ( 1 FAX: (970) 352-0242 1150 O STREET P.O. BOX 758 GREELEY, COLORADO 80632 1 WELD_.,-COUNTY September 22, 2011 F & P LLC PO BOX 578 GREELEY CO 80632 RE: SCHEDULE NUMBER R2094086 Dear Property Owner: On September 12, 2011, the Board of Weld County Commissioners considered your petition for abatement or refund of taxes and denied same. Pursuant to Section 39-2-125(f), C.R.S., you have the right to appeal this decision to the State Board of Assessment Appeals within thirty days. You may obtain the appropriate forms and instructions from: Board of Assessment Appeals, Department of Local Affairs, 1313 Sherman Street, Room 315 Denver, CO 80203 Phone: 303-866-5880 In preparation for appealing to the State Board of Assessment Appeals you may also go to the following state link to obtain any further information you may need to proceed, http://www.dola.state.co.us/baa/index.htm Very truly yours, , Tonya Disney Deputy Clerk to the Board cc: Assessor PROPERTY TAX ADVISORS INC 3090 S JAMAICA CT STE 204 DENVER CO 80014 Hello