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HomeMy WebLinkAbout930736.tiff RESOLUTION RE: THE BOARD OF EQUALIZATION, 1993, WELD COUNTY, COLORADO PETITION OF: KENNEDY HARRY L & BERNICE D 780 N 9TH AVE BRIGHTON, CO 80601 DESCRIPTION OF PROPERTY: PIN: R 6297986 PARCEL: 147131006008 - BRI BIP3-8 L8 BLK3 BRIGHTON INDUSTRIAL PARK LIMITED WHEREAS, the Board of County Commissioners of Weld County, Colorado, organized as the Board of Equalization for the purpose of adjusting, equalizing, raising or lowering the assessment and valuation of real and personal property within Weld County, fixed and made by the County Assessor for the year 1993, and WHEREAS, said petition has been heard before the County Assessor and due Notice of Determination thereon has been given to the taxpayer(s) , and WHEREAS, the taxpayer(s) presented a petition of appeal of the County Assessor's valuation for the year 1993, claiming that the property described in such petition was assessed too high, as more specifically stated in said petition, and WHEREAS, said petitioner being represented by Robert Boich, Attorney, and WHEREAS, the Board has made its findings on the evidence, testimony and remonstrances and is now fully informed. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, acting as the Board of Equalization, that the evidence presented at the hearing clearly supported the value placed upon the Petitioner's property by the Weld County Assessor. Such evidence indicated the value was reasonable, equitable, and derived according to the methodologies, percentages, figures and formulas dictated to the Weld County Assessor by law. The assessment and valuation of the Weld County Assessor shall be, and hereby is, affirmed as follows: 930736 Page 2 RE: BOE - KENNEDY HARRY L & BERNICE D ORIGINAL Land $ 22,250 Improvements OR Personal Property 178,311 TOTAL ACTUAL VALUE $ 200,561 BE IT FURTHER RESOLVED that a denial of a petition, in whole or in part, by the Board of Equalization may be appealed by selecting one of the following three options: 1. Board of Assessment Appeals: You have the right to appeal the County Board of Equalization's (CBOE's) decision to the Board of Assessment Appeals (BAA) . Such hearing is the final hearing at which testimony, exhibits, or any other evidence may be introduced. If the decision of the BAA is further appealed to the Court of Appeals, only the record created at the BAA hearing shall be the basis for the Court's decision. No new evidence can be introduced at the Court of Appeals. (Section 39-8-108(10) , CRS) Appeals to the BAA must be made on forms furnished by the BAA, and should be mailed or delivered within thirty (30) days of denial by the CBOE to: Board of Assessment Appeals 1313 Sherman Street, Room 523 Denver, CO 80203 Phone: 866-5880 OR 2. District Court: You have the right to appeal the CBOE's decision to the District Court of the county wherein your property is located. New testimony, exhibits or any other evidence may be introduced at the District Court hearing. For filing requirements, please contact your attorney or the Clerk of the District Court. Further appeal of the District Court's decision is made to the Court of Appeals for a review of the record. (Section 39-8-108(1) , CRS) OR 930736 Page 3 RE: BOE - KENNEDY HARRY L & BERNICE D 3. Binding Arbitration: You have the right to submit your case to arbitration. If you choose this option the arbitrator's decision is final and your right to appeal your current valuation ends. (Section 39-8-108.5, CRS) Selecting the Arbitrator: In order to pursue arbitration, you must notify the CBOE of your intent. You and the CBOE select an arbitrator from the official list of qualified people. If you cannot agree on an arbitrator, the District Court of the county in which the property is located will make the selection. Arbitration Hearing Procedure: Arbitration hearings are held within sixty days from the date the arbitrator is selected. Both you and the CBOE are entitled to participate. The hearings are informal. The arbitrator has the authority to issue subpoenas for witnesses, books, records, documents and other evidence. He also has the power to administer oaths, and all questions of law and fact shall be determined by him. The arbitration hearing may be confidential and closed to the public, upon mutual agreement. The arbitrator's written decision must be delivered to both parties personally or by registered mail within ten (10) days of the hearing. Such decision is final and not subject to review. Fees and Expenses: The arbitrator's fees and expenses are agreed upon by you and the CBOE. In the case of residential real property, such fees and expenses cannot exceed $150.00 per case. The arbitrator's fees and expenses, not including counsel fees, are to be paid as provided in the decision. 930736 Page 4 RE: BOE - KENNEDY HARRY L & BERNICE D The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following/g 1vote on the 30th day of July, A.D. , 1993. ATTEST: tc tl/Gliia WEL COUNTY,BOARD OF COUNTY, COMMISSIONERS COLORADO Weld County Clerk to the Board // cter O� (/)(,,,tzitY onsttancceL. Harbert, /ghair�man BY: �jz, _/.{� / V fil ft7h7puty Cler to the Bo W. H. bster, Pro-T m APPR AS TO FORM:7 ._, , 1 l eorg , Baxter`1�� County A torney "D'ale K. Hall A 4 . t/ � Barbara J. Kirkme / 930736 'act f93- BOE DECISION SHEET PIN It: R 6297986 PARCEL I/: 147131006008 KENNEDY HARRY L & BERNICE D 780 N 9TH AVE BRIGHTON, CO 80601 HEARING DATE: July 1993 TIME: 4:00 P.M. HEARING ATTENDED? ( '/N) NAME: -Pc, Be, r c �.., ) A..f FrD\, nc AGENT NAME: APPRAISER NAME: 7? CP ) 4t a.) ry,r:e( DECISION: DECREASE IN VALUATION INCREASE IN VALUATION NO CHANGE IN VALUATION )L ASSESSMENT RATIO ACTUAL VALUATION ORIGINAL ADJUSTED Land $ 22,250 $ c9 D16-72 Improvements OR Personal Property 178, 311 / 7S7 3 f Total Actual Value $ 200,561 $J-{-r0) t-fp COMMENTS: MOTION BY TO - 1:).rj 11 � Lw (.O_12D SECONDED BY t) Baxter -- ,0N) Hall -- N) Failed to meet burden of proof Harbert -- OtN) Comparables inadequate Kirkmeyer -- Y N) Other: Webster -- Ye ) RESOLUTION NO. 930736 ROBERT W. BOTCH ATTORNEY AT LAW ',. 8400 EAST PRENTICE AVENUE -� PENTHOUSE - --. ENGLEWOOD, COLORADO 80111 7 • 303-267-0659 FAX 771-4562 July 14 , 1993 Weld County Board of Equalization PO Box 758 Greeley, Colorado 80632 Re: APPEAL OF ASSESSOR' S DENIAL OF REVALUATION OF REAL PROPERTY Parcel #: 147131006008 Pin #: R 6297986 TO WHOM IT MAY CONCERN: The services of my firm have been retained by the owner of the above referenced parcel of real property located ion Weld County. This letter shall serve as formal notice of my Client ' s desire to appeal the county assessor ' s valuation of the property here in question. I have attached a copy of the assessor ' s denial of my Client 's original protest. The key areas of dispute involve the market approach to the value of the property and the income approach to the value of the property. As to the market approach issue, It is our belief that the appraisal which the assessor is using to value the property is in error. The Taxpayer used to own both 780 and 790 North 9th Avenue. The appraisal which the property value is based on was for both the 780 and 790 property combined. The Taxpayer sold the property at 790 North 9th Avenue in November of 1992 . breaking those parcels By real-...,j Uy^^.. �_::� C t5iG the value of 780 North 9th Avenue was substantially diminished. The assessor has failed to take this into consideration. As to the income approach, the division of the two parcels, and the sale of the 790 North 9th Avenue property has severely decreased the value of the 780 North 9th Avenue property. The reason for this is that all of the positive cash flow was coming from the property at 790 North 9th Avenue . The units at 790 North 9th Avenue realized a positive income stream of $10, 800 last year. The units at 780 North 9th Avenue realized a negative cash flow (loss) of $2 , 400 last year. cc .93073S Based on this information alone it is obvious that the property here at issue should not have increased in value from approximately $150, 000 to over $200, 000 . It is because of these facts that the Taxpayer hereby requests a hearing in order to present evidence which will support his contention that the property here in question has not bee properly valued for tax purposes. Please don't hesitate to contact me if I may answer any questions, or be of any further assistance, at this time. Sincerely, e Robert W. Balch '•" i73S OFBICE OF COUNTY ASSESSOR 1400 NORTH 17th AVE. L L�t GREELEY.COLORADO$0631 PPTI CE OF DENIAL PHONE(303)753-3845,EXT. M56 lilt, DR DI P3-8 LE BLK3 **TOMTON INDUSTRIAL PARK LOB • ; --, E - LIMITED i;,1 , , .-. . .780 N 9 AV BRIGHTO OWNER KENNEDY HARRY L S BERNICE D KENNEDY HARRY L 6 BERNICE a PARCEL 147131006008 PIN R 6207986 780 N 9TH AVE YEAR 1993 BRIGHTON CO 80601 LOG 01353 95/24/1993 '!;„ appraised value of property is based on the appropriate consideration of the approaches to value required by law.TheAssessor has determined t, your property should be included in the following caeegoryciesl:. SIDENTIAL PROPERTY IS VALUED BY CONSIDERING,THE MARKET APPROACH. ICVLTURAL LARD VALUE IS DETERMINED .SOLELY, BY THE EARNENG OR PRODUCTIVE PAC ITT OF THE LAND, CAPITALIZED At A RATE SET BY LAY. L OTHER PROPERTY, INCLUDING VACANT LAND, IS VALUED NY CONSIDERING THE cost. RKET* AND INCOME APPROACHES. I.i, our concern is the amount of your property tax,local testing authorities{county,city,fire protection, and other special distticts) hold t t hearings in the fall.Please refer to your tax bill or ask your Assessor for a fistintiof these districts.and plan to attend these budget hearings.. l Assessor has carefully studied all available information,giving particular attention to the specifics included on your protest and has deter- r ed the valuation(,)assigned to your property.The reasons for this determination of value are; ND posse HAS BEEN MADE TO THE ACTUAL VALUATION OF'TN1s PROPERTY* COLORADO LAN REQUIRES US TO SEND-TREE NOTICE OF DENTAL FOR ALL PROPERTIES OS WHICH NE DO NOT ADJUST THE VALUE, A 1982 COLORADO tONSTITUYIQNAL CNARSE REQUIRES COMMERCIAL PROPERTY TO BE VALUED BASED ON THE 1992 LEVEL OF ACTUAL VALUE AND ASSESSED AT 29% FOR 1993. REPLAC ERE NT-COST OF CONSTRUCTION MATERIALS, MARKET VALUE AND INCOME DERIVED- FROM THE PROPERTY ARE APPROACHES USED TO DETERMINE THE ACTUAL VALUE OF YOUR PROPERTY. YOUR VALUATION IS SUPPORTED BY THE APPRAISAL PROCtDURES RIMED at LAN. PROPERTY PREVIOUSLY UNDER VALUED. PROPERTY CLASSIFICATION PETITIONER'S ASSESSOR'S VALUATION ESTIMATE ACTUAL VALUE ACTUAL VALUE OF VALUE PRIOR TO REVIEW AFTER REVIEW LAND t 22,250 22,280 'i IMPS 178,311 178,311 • 'I'r `, TOTAtS S•: $ disagree with the Assessor's decision,you have the to appeal to the 2DD further $ 2..e,,ss t 06(11(a),C.R.S. Meese see the back of this form tor detailed lnfonintion oARtly Board of peal, anon for further consideration, *Mina your sip{waai. Wilt EN L LASELL 06/02/x:,; WbLi`1_ fuNTr ASSESSOR - - - tiAT€ 05 .: R3073S I'.1-11 rr.. '''..'.70!:7115s:-. .4'..:k' 1 PERSONAL PROPERTY PROTEST FORM • • YOU MAY ELECTTO COMPLETE THIS FORM TO PROTEST YOUR PROPERTY VALUATION. PERSONAL PROPERTY VALUATION PROTESTS: If you disagree with the current year eotuai • value'-determined fw your property,you may fie a protest by mail or rn person with the County Al.seAtsor.Rem refer to the Protest Procedures fur the deadline dates for filing protect., Completing the Personal Property Ouestionrrarm wilt help you determine an estimate of value for your property, which oars be compared to the value determined by the Assessor Colorado law requeet consideration of the cost,market.anti income approaches to value for personal property. DOCUMENTATION-REASON FOR REQUESTING A REVIEW: • _ --- PERSONAL PROPERTY QUESTIONNAIRE ATTACH ADDITIONAL DOCUMENTS AS NECESSARY MARKET APPROACH: This approach to value uses sales h value ofyour err' pf kit s year to determine the actual property on January t of this year The following items,if Itrown.will help you estimate the market value of your property. 11 available.attach a copy of ary;sppraisat or written estimate of value,if conducted durirp9 the previous year. Harve similar propertjos sold during the previous year? DATE SOtn It'6M SELLING PRICE • SeSetl on thes63sfes andaccoumrng for diftersr,Ges between Aoki proper les and your property,what do you believe VourproPertywould hare staid for on January 1 of this year, $ • COST APPROACH:This approach tovalue uses reClacement cost new.less depreciation.*0 determine o',a:tie of your property on January 1 of this year stmine the ttEm__ — Estimated ftaplacarneti Cost New$ .Source _ .... • He a changes been made toes a property. i.e.refurbishing.recunditaning:addition of components:etc? YES ff Y give date,description,and estims;e cost: DATE DESCRIPTION OF CHANGE COST • Is your equipment in typicaf condition fur its age? R riot,why? -- Rased on the original cost of aoduisition and the cast of any wee,less depreciation,estimate the total value of the property as of January t of this year,S___ _ . • . . I NCOME APPROACH: this approach towfoe converts — present worth art January 1 of this year, f rtorr x net from theprevia,s alas.Imo If Your property welt rented or leased during the previous year,attach operating statements showing rental • and expense amounts for this property. If known.list rents of comparable equipment naptrtiated during the previous year- • If an aPPalbel Velrlg Infer ir7GDrte approach was +ctsd dUttinth!previous year,please attach. FINAL ESTIMATE OF VALUE$_ AGENT ASSIGNMENT: Iauthorizethebefow-..siltedag�tmtacron mybehelf regarding the property tat valuation of the property described herein for the Yeg(,__)y93, Agerttyllferrrefoam*pn Robert Boith Tale hurteNum 267—Ob.59 ner 8 C her:,._.9 3 './ Daee:suly 14, 11993 �" Sipnattmt: Please mail all c_.pr.ond,.... ..ding this!rotes[to tote above named rat ag_ at the Wowing address:ti ra Ave, Ppn }„tirw� — g : Rf)I 1 i N Indicate t.t�e amber penmen d,, Harry eane.dy, "u N f�tn, Lnittu, Br tonfanar l r111B it necessary: ray rq[t , - VERIFICATION. I.the undersig elf^ owner or agent of this — _- carttafned herein end on any attachment t eM.State that the infornafion and facts proper tY constitute true and oprtspfetr staterrKms concreting the described Signature_ ._ Date Day Tine Phone Number. 4 :�i Iltr` ./ t TOTAL P.01 _ f CLERK TO THE BOARD P.O. 80X 758 GREELEY,COLORADO 80632 hiDe (943)358-4000 EXT.4225 COLORADO July 16, 1993 Parcel No. : 147131006008 PIN No. : R 6297986 KENNEDY HARRY L & BERNICE D 780 N 9TH AVE BRIGHTON, CO 80601 Dear Petitioner(s) : The Weld County Board of Equalization has set a date of Thursday, July 29, 1993, at or about the hour of 4:00 P.M. , to hold a hearing on your valuation for assessment. This hearing will be held at the Weld County Centennial Center, 915 10th Street, Greeley, Colorado, in the First Floor Hearing Room. You have a right to attend this hearing and present evidence in support of your petition. The Weld County Assessor will be present before the Board. The Board will make their decision on the basis of the record made at the aforementioned hearing, as well as your petition, so it would be in your interest to have a representative present. If you plan to be represented by an agent or an attorney at your hearing, prior to the hearing you shall provide, in writing to the Clerk to the Board's Office, an authorization for the agent or attorney to represent you. If you do not choose to attend this hearing, a decision will still be made by the Board by the close of business on August 10, 1992, and mailed to you on or before August 16, 1992. Because of. the volume of cases before the Board of Equalization, all cases shall be limited to 15 minutes. Also due to volume, cases cannot be rescheduled. It is imperative that you provide evidence to support your position. This may include evidence that similar homes in your area are valued less than yours or you are being assessed on improvements you do not have. Please note: The fact that your valuation has increased cannot be your sole basis of appeal. Without documented evidence as indicated above, the Board will have no choice but to deny your appeal. ._t KENNEDY HARRY L & BERNICE D - R 6297986 Page 2 At least two (2) working days prior to your hearing the Assessor will have available, at your request, the data supporting his valuation of your property. Please advise me if you decide not to keep your appointment as scheduled. If you need any additional information, please call me at your convenience. Very truly yours, BOA D OF EQUALIZAT ON Donald D. Warden, Clerk to the Board BY: /"//ot�' /i�17�� r Carol A. Harding, Deputyr.--� cc: Warren Lasell, Assessor Robert W. Boich 830' 36 .h..c, " n.,., - we .. .,.. J friX141B1T s C _ B _ O _ E _ HEAR.I NC Kennedy, Harry L. & Bernice D. Pin# R 6297986 Parcel# 1471-31-0-06-008 Date: July 30, 1993 SUBJECT PIN# 6297986 PARCEL# 1471-31-0-06-008, Brighton .r0. 1`RiS�4 • giu LAND SIZE: 25,000 SF LAND/BLDG RATIO: 3. 125 BLDG SIZE: 8,000 SF YEAR OF CONSTRUCTION: 1986 CONSTRUCTION: METAL WALL HEIGHT: 16' 'tA&e 4`-t 230,36 LAND SALE S LEGAL LOCATION SALE DATE SALE PRICE SIZE PRICE/SF SUBJECT: ASSESSORS R6297986 VALUE KENNEDY 780 N 9TH AVE L8 BLK 3 $22,250 25,000 SF $0.89 Brighton, CO BRI IND PK COMPARABLES: B. I.P. O L 4 & 5 ASSOCIATES/ BLK 1 01/03/89 $66,800 92,766 SF $0.72 GREENFIELD BRI IND PR B.I.P. ASSOCIATES/CD L 6 BLK 1 01/03/89 $46,200 64,213 SF $0.72 GREENFIELD BRI IND PK B.I.P. ASSOCIATES/(I) L 7 BLK 2 08/03/89 $39,000 43,750 SF $0.89 GREENFIELD BRI IND PK B.I.P. ASSOCIATES/ED OUTLOT A 12/17/91 $10,000 12,593 SF $0. 79 B.J. SERVICES BRI IND PK PAJE *2 c.:..-A3P73s . BRIGHTON INDUSTRIAL PARK SITE PLAN , /ourcc73R ' A zee .c. `d 2 SOLD V 267 sc. IA.M' 27.4. X190 ... .. Thy. 45.00• 1 8 ,�. .71 ac. 8 8 .58 ac. W 5`_ 1.6! ac F 11.01a, 1.0 cc. 250 Q0 8 0 q 250.00' .57�sc. 8 P. U 277.77' 2 5 9 Q hit O 1.01 sa. 1A ac. 1.0 ac. p ,574sc. 8 a. 4 al 701.71' 460.00• > 5 8� x a 5 a 9 g S = 57 ac. 8 i - 2 p 11.1.031:. 19 as Z 1.o ,c. 5 1.0 ac. 6 71 _ 345A7' W S .57 ac. 8 N J fn as0.o0• 2 • S 1.�1 sc. 8 m 8 nc� $ I` - 1A as 5 4.17., 76170' 576 c. 8 (SUBJECTt te..A 6 if 169 ac. i� 10 sc 1.0 ac. 301U g a so g.D • �q.• _ sow ,,r 1' 10 8 761.73': . �o' 57 ac. A0.`' SOLD 8 also. 11 • 164.90 +744• .57 ar.. • R 1.46 so. 0 10 z60.od� - b 136 ao. A 1.19 sc. 12 e .96 ac. • 110.41' 340.00' 400.00' 1 _ Weld County TO U.S.85 EAST 188TH AVE.or BASELINE RD. Adams County I/ H : II . • . , . . . . 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W Q i I Q CL CX 3 z W 3�6b o • • ..30,3G en en #5 COMPARABLE SALE O / ro > r (w h; wiY t v T `� it mRixh w x "Are. 4 q . �. t! a.er _......,.. . ..mac:_ PIN: 6297886 PARCEL #: 147131006007 OCCUPANCY: MANUFACTURING ADDRESS: 790 N 9 AVE BRIGHTON PROJECT: 0 BOOK #: 1359 SALE DATE: 11/18/92 RECEPTION #: 2311915 SALE PRICE: $207,600 ADJ SALE PRICE: GRANTOR: KENNEDY HARRY GRANTEE: SEMP JACOB YEAR BLT: 1985 LAND/BLDG RATIO: 4 . 17 BLDG SIZE: 6,000 IMPS PRICE/PSF: $30.89 CLASS: S SALE PRICE/PSF: $34 . 60 CONSTRUCTION-QUAL: AVG CASH DOWN: $0 WALL HEIGHT: 16 LOAN: NEW STORIES: 1 INTEREST RATE: 8.50% BSMT SIZE: 0 LOAN TERM (YRS) : 25 LAND SIZE: 25,000 POINTS PAID: 0 LAND VALUE: 22,250 BY WHOM: 0 REMARKS: MAI APPRAISAL $240,000 80% BANKLOAN 20% OWNER CARRY WAS LEASE/OPTION TRIPLE NET LEASE @ $4 . 60PSF a.1(1`73 PGE to COMPARABLE SALE O a ''!„:1,' ,1,,',1,, , 'Q ' i' , L , 1, . , 1 i' I' '''"1 ' 1' '"�j.; • t'I.,I I, 9 ►s •t;I 1I -. • PIN: 6296786 PARCEL #: 147131005007 OCCUPANCY: MANUFACTURING ADDRESS: 785 N 9 AVE BRIGHTON PROJECT: 0 BOOK # : 1249 SALE DATE: 11/17/89 RECEPTION # : 2197698 SALE PRICE: $205,000 ADJ SALE PRICE: $185,000 GRANTOR: LAMBERT & SON INC GRANTEE: KENNEY JACK & BARBARA YEAR BLT: 1989 LAND/BLDG RATIO: 8.75 BLDG SIZE: 5,000 IMPS PRICE/PSF: $29. 21 CLASS: S SALE PRICE/PSF: $37. 00 CONSTRUCTION-QUAL: AVG CASH DOWN: $0 WALL HEIGHT: 16 LOAN: NEW STORIES: 1 INTEREST RATE: 0.0% BSMT SIZE: 0 LOAN TERM (YRS) : 25 LAND SIZE: 43750 POINTS PAID: 2 LAND VALUE: 38937 BY WHOM: BUYER REMARKS: SBA 100% LOAN - RATE ADJUSTED MONTHLY @ 2 . 5% ABOVE PRIME. ADJUSTED SP $20 , 000-FEE TO MOVE BUYERS MANUFACTURING EQUIP FROM OLD LOCATION. a 7O a i p a.-a 7 COMPARABLE SALE O i h t :1 --_----'-fir PIN: 6298086 PARCEL #: 147131006009 OCCUPANCY: SERVICE GARAGE ADDRESS: 9 AV N 760 ERR SALE DATE: 07/21/89 SALE PRICE: $86,255 GRANTOR: KEELER, SCOTT GRANTEE: MORRIS, ROBERT BLDG SIZE: 2 ,000 CONSTRUCTION-QUAL: LOW YEAR BLT: 1985 PR/SF(IMPS) : $32 .00 CLASS: S PR/SQ FT: $43 . 13 WALL HEIGHT: 16 FT LAND SIZE: 25,000 LAND VALUE: 22 .250 LAND/BLDG RATIO: 48.35 REMARKS: SALE 92000- DET GAR 5745= $86255 a_�()D73, ?igG. 148 On January 21, 1993 the Assessors office obtained a copy of an appraisal, of the Kennedy property, prepared by John S . Butler, MAI and Kelly S. Hopp, Associate dated August 4, 1992. The purpose of the appraisal was stated to be for Loan Refinancing. The Conclusion of the appraisal, a result of the applications of the three(3) approaches to value, are as follows: Cost Approach $251,100 Market Approach $264,000 Income Approach $286,200 The appraisal reconciliation indicated the final value to be $285,000. As a conclusion of this appraisal completed by the M.A. I. , it is the opinion of the Assessors office the subject property is not over valued. CURRENT ASSESSORS VALUE LAND 25,000 SQ FT $ 22,250 IMPROVMENTS 8,000 SQ FT $170,311 TOTAL VALUE $200,561 '` ';; YEARLY CASH FLOW PROJECTIONS 780 NORTH 9th AVENUE BRIGHTON, CO 80601 INCOME COME B & L Industries 10,200.00 Rich-Lee Vending 10,032.00 Empty Units* 15,300.00 TOTAL INCOME $35,532.00 EXPENSES Building Payment 27,718.32 Landscaping Upkeep Cost 400.00 Snow Removal 210.00 Property Insurance 1,156.00 All Other Expenses* 4,225.34 TOTAL EXPENSE $33,709.66 CASH FLOW $1,822.34 *Income projections assume all units are rented. **Expenses do not include major repairs, i.e., $2,000.00 spent in 1992 to repair the parking lot. Copies of 7 months expenses attached. EXHIBIT 4 R30'73 U4‘".9-7713tc JOSE'S OF BRIGHTON 308 Walnut Brighton, CO 80601 This property recently sold for $ 125,000.00. The price included a building with 5,000 square feet and some food processing equipment worth $70,000.00. The buyer was Dale Bier of Brighton Colorado. Mr. Bier was a former tenant at 780 north 9th Avenue where he paid S 1,100.00 in rent for the last three years. / ` /—got C,I46 ant C 1 -//-sc.3 59/ li i/a g?g.s a /-vc93.. 59 4i. 17-Leu - 3 sG y /-/-5'Z3 526 d . l A I /as . /- )4 .93 3-2g J,L ggel, PSU/ '26' 2 *01z3 513 -)/- p -t2 ,p,s Ss '7/7/93 6Z �/s l�/�t (�.�rse e, Z s 97 2-/s/93 6f ,tea S1-7t (re,. I do. in 2-19 -SSi & risc - c--&1-r4-7))741 - 'DS ' *1 v Sqi 01...x._ Ea. 7:9,4 .3 yS . 61. � /l 6 09 /r,/6 (4n 14)( 144 ado ' \)--;'S/ 6/0 16X-t Ai 3 S'ST "Yaw G/S US GJ e—e_ +3 a; 1/4 6/V/ La«e- SS-"" QA3 4Ks UGC La(6i ) /3. ail `/a L 1 hz c G a. L4, - a 0 .«, 1 ' sco. 7// v l?a3 41 lam- ilew 1, G a 17l/V G)4 tz-t ,o , ,0/ 2-e- .3oa 4 r) A G D 7/vs' 6 3S AI -e-A-e. - . 6 a- /6; 67)- a y 8 P x0',36 7/3 619.3 ei-aAik/ 6/ //13 gw-ea - s ' 79 -52 ~ /lo I/ (16-//93 red- keel' .. _ ion 3/4-a/93 GJ , / 8c, 1097 S-/U -s73 ~77,- /D 95— IV- 3 e q3 -9-LaLi reat 60 /ayy >7 30 -'/r 3 a 4 cfreereel atipatec . Xrcia eat z ofr C-/ - 93 - i o RENTAL UNITS 780 North 9th AVENUE 659-9130 MON-FRI, 8-5 Brighton, CO 80601 654-0842 Evenings & Weekends 1 YEAR LEASE 1 UNIT 1,000 SQUARE FEET $525.00 PER MONTH 2 UNITS 2,000 SQUARE FEET $950.00 PER MONTH 3 UNITS 3, 000 SQUARE FEET $1,325.00 PER MONTH 2 YEAR LEASE 1 UNIT 1,000 SQUARE FEET $500.00 PER MONTH 2 UNITS 2,000 SQUARE FEET $925.00 PER MONTH 3 UNITS 3, 000 SQUARE FEET $1,300.00 PER MONTH • 3 YEAR LEASE 1 UNIT 1,000 SQUARE FEET $475.00 PER MONTH 2 UNITS 2,000 SQUARE FEET $900.00 PER MONTH 3 UNITS 3, 000 SQUARE FEET $1,275.00 PER MONTH TERMS: *First and last month rents, and a $300.00 damage deposit are due when lease is signed. *Snow removal service fee of $100.00 per unit (1,000 square feet), per year *Up to 5,000 gallons of water paid by landlord, tenant to pay for water use in excess of this amount *Property taxes to be paid by landlord "0,3s RENTAL UNITS 780 North 9th AVENUE 659-9130 MON-FRI, 8-5 Brighton, CO 80601 654-0842 Evenings & Weekends 1 YEAR LEASE 1 UNIT 1,000 SQUARE FEET $600.00 PER NTH 2 UNITS , 00 SQUARE FEET $1,150.00 P MONTH 3 UNITS 3, 0 SQUARE FEET $1,575.00 R MONTH 2 AR LE E 1 UNIT 1,000 SQUARE FE $575.00 PER MONTH 2 UNITS 2,000 SQUARE FE $1,125.00 PER MONTH 3 UNITS 3, 000 SQUARE ET $1,550.00 PER MONTH 3 YEAR LEASE 1 UNIT 1 00 SQUARE FEET $550.0 PER MONTH 2 UNITS ,000 SQUARE FEET $1,075.00 R MONTH 3 UNITS 3, 000 SQUARE FEET $1,500.00 PE MONTH N TERMS: *First and last month rents, and a $300.00 damage deposit are due when lease is signed. *Snow removal service fee of $100.00 per unit (1,000 square feet), per year *Up to 5,000 gallons of water paid by landlord, tenant to pay for water use in excess of this amount *Property taxes to be paid by landlord R30'73,4 .-.41. , 11068 0310 - \ ? • SCHEDULE E eida Na. 1545-0074 (Form 1040) Supplemental Income and Loss 1991 (From rents,royalties,partnerships,estates,trusts,REMICs,etc.) oeaortnest of He Treanry ► Attach to Form 1040 or Form 1041. Attachment Intend R service ► See Instructions for Schedule E(Form 1040). seaaeaco No. 19 Name(s)shown on return Employer ID Number Income or Loss From Rentals and Royalties Note: Report farm rental income or loss from Form 4835 onpa{&Zl/ne 39, 1 Show the kind and location of each rental property: 21or each , Yes No rr� p� r�ry. rub( property MQ.h.QAYl.QAf.M Ilued as Ilea K..F.XAYIYAIM I, did yes or A your family an It for A X OF.F.. g.≥r/WARgKQV.s.E - DRWSNTQN...INPVSTR.TAZ. l Fsrpasos lot B7841794 greeter ter`el the .Q./...7..9.Q.._N.t.....9.TH....AvBs lore d h B }{ BRIGHTON. CO 80601 of ne tatai days rend at ... fair reaul C vein during the tax year? C Properties D Totals Rental and Royalty Income: A a C (Add columns A,B,and C.) 3 Rents received 3 6 . 250. 58 . 850. 3 65. 100. 4 Royalties received 4 4 NIUMONNOIMONNMO Rental and Royalty Expenses: 5 Advertising 5 ' ' 6 Auto and travel 6 7 Cleaning and maintenance . . 7 615. 8 Commissions 9 687. 9 Insurance 150. �: ::::::: 10 Legal and other professional fees � 10 ��^- ����- "�������`���`��"`""���"� �� 11 Mortgage interest paid to 11 39 961 banks. etc 11 39 .961. 12 Other interest 12 ` 13 Repairs 13 5,753 . 14 Supplies 14 15 Taxes 15 6. 526. F .es. 16 Utilities 16 551. lik 17 Wages and salaries �:,�:;::x. ;::�:1:.:.�w:.:: �:�:. 18 Other(list) ► `'?:"::.; :';:::::,.:.>. :h:>:.::.LICEliag M (803) t8 'ea MI$CEL1AN$OVS 508 . : F� AMORTIZATION 799 . -;•:::..........::...: ::;*a R?:.. : . 19 Add lines 5 through 18 . . . . 19 55. 550. 19 55. 550. 20 Depreciation expense or depletion 20 1. 273 . 15 . 670. 20 16,943 • 21 Total expenses.Add lines 19 & 20 21 1 . 273 . 71. 220. g:; pi;:;iiMENNERMONViq 22 Income or(loss)from rental or a d royalty properties. Subtract line EXHIBIT 21 from line 3(rents)or line 4 (royalties). If the result is a(loss). LI-) '1k t- see instructions to find out if you 22 4 .977 . -12 ,370. x t't° eC must file Form 6198 /p 23 Deductible rental loss. Caution: Your #"a9 x186 renal loss on line 22 may be limited. FORM 8582 See instructions to find out if you 23 12 . 370. must file Form 8582 24 Income. Add rental and royalty income from line 22. Enter the total income here 24 4 . 977 . 25 Losses. Add royalty losses from line 22 and rental losses from line 23. Enter the total losses here . 25 12 . 370. 26 Total rental and royalty income or(loss). Combine lines 24 and 25. Enter the result here. If Parts II, III IV. and line 39 on page 2 do not apply to you, enter the amount from line 26 on Form 1040. line 18. 26 —7 . 393 . Otherwise, include the amount from line 26 in the total on line 40 on page L. • . • • . • For Paperwork Reduction Act Notice,see Form 1040 instructions OM Schedule E(Form 1040) 1991 q-)0,3,- rip 11 11VOO V6.60 1 E cr 1 \ Ana hm nt n Pa e 2 Name of person with self—employment Income(as shown on Form 1040) Social security number of person 3]ERNICE .. *•..e:�env with self—employment income r 395-34-6834 i(Section B — Long Schedule SE A If you are a minister, member of a religious order.or Christian Science practitioner AND you filed Form 4361,but you had 8400 or more of other net earnings from self-employment check here and continue with Part I ► B if your only Income subject to self-employment tax is church employee income and you are not a minister cc a member of a religious order, skip lines 1 through 4b. Enter-0-on line 4c and go to line 5a. jial Self—Employment Tax 1 Net farm profit or(loss)from: a Schedule F(Form 1040), line 36 b Farm partnerships. Schedule K-1 (Form 1065), line 15a Net earnings from farm self-employment 1 2 Net profit or(loss)from: t a Schedule C(Form 10401. line 31 b Partnerships(other than farming), Schedule K-1 (Form 1065), line 15a c Service as a minister or member of a religious order d Service with a foreign government or international organization e Other ► B & L INDUSTRIES 1, 551. Total 1 . 551. Adjustments Net earnings from nonfarm self-employment 2 1. 551. 3 1. 551. 3 Combine lines 1 and 2 4a If line 3 is more than zero, multiply line 3 by 92.35%19235).Otherwise, enter the amount from line 3 4a 1. 432 . 4b b If you elected one or both of the optional methods, enter the total of lines 17 and 19 here c Combine lines 4a and 4b. If less than $400,do not file this schedule: you do not owe self-employment► 4c 1. 432 . tax. Exception: If less than$400 and you had church employee income,enter -0- and continue • • • • • ..::.., 5a Enter your church employee income from Form W-2. Caution: See page SE-7 for ii 5a definition of church employee income uh:> Mz b Multiply line 5a by 92.35% Sb(.9235). If less than 8100, enter-0- 6 1. 432 . 6 Net earnings from self—employment Add lines 4e and 5b 7 Maximum amount of combined wages and self-employment earnings subject to social security 7 S 55,500 tax or the 6.2%portion of the 7.65%railroad retirement(tier 1)tax for 1992 Ba 82 Total social security wages sad lips(from fore&w-2) sad unread retirement Kier 1) compeusstioe , ': 8b rmr:: b Unreported tips subject to social security tax(from Form 4137, line 9) . . . . °as. 8c e Add lines 8a and 86 9 Subtract line 8c from line 7. If zero or less, enter O here and on line 10 and go to line 12a. . . . ► 9 55. 500. 10 Multiply the smaller of line 6 or line 9 by12.4%(.124) 10 178 . 11 Maximum amount of combined wages and self-employment earnings subject to Medicare tax or the 1.45%portion of the 7.65%railroad retirement(tier 1)tax for 1992 11 $130,200 ,..12a • 12a mill Medics,. wages sad lips(from form(a)W-21 at railroad relirenat Itler 11 tioa , . "1*e1"' b Unreported tips subject to Medicare tax(from Form 4137, line 14) 12b ."''::" •12c c Add lines 12a and 12b 13 Subtract line 12c from line 11. If zero or less, enter-0- here and on line 14 and go to line 15 . . . , 13 130, 200. 14 Multiply the smaller of line 6 or line 13 by 2.9% (.029) 14 42 . 15 Self—employment tax. Add lines 10 and 14. Enter the result here and on Form 1040. line 47. . . 15 220. Note: Also.enter one—half of the amount from line 15 on Form 1040, line 25. j;CIall Optional Methods To Figure Net Earnings (See Who Can File Schedule SE and Optional Methods on page SE-3.) Farm Optional Method.Vou may use this method only if (a)Your gross farm income'was not more than $2,400 or(b) Your gross farm incomes was more than $2,400 and your net farm profits2 were less than 81,733. 16 $1,600 16 Maximum income for optional methods 17 Enter the smaller of:two-thirds(2/3)of gross farm incomeI or $1,600.Also include this amount 17 on line 4b above Nonf arm Optional Method. You may use this method only if (a)Your net nonfarm profits3were less than $1,733 and also less than 72.189% of your gross nonfarm income! and (b) You had net SE earnings of at least$400 in 2 of the prior 3 years. Caution: You may use the nonfarm optional method no more than five times. 18 18 Subtract line 17 from line 16 19 Enter the smaller of: two-thirds(2/3)of gross nonfarm incomes or the amount on line 18. Also 19 include this amount on line 4b above I From Schedule f, line II, sad Schedule K-I (Form 10661, ii.. 150. 3 From Schadele C, lino 31; Schedule C-EZ, lice 3; and Schedule K-I Worm 10651, line IS.. 2From Schedule f. line 36. and Schedule K-I Worm 10651, line Ma. 4 from Schedule C, line 7; Schedule C-EZ. line 1; end Schedule K-I (Form 1066, line 1k. For Paperwork Reduction Act Notice,see Form 1040 Instructions N765 q'70t.13�i Schedule SE(Form 922[51 10/ 1/921992 w•-W 10 11068 0226 (�,, (^r • SCHEDULE E •e,se.pplemental Income and Loan OMB No. 1846-0074 (Form 1040) (From rental real estate,royalties,partnerships, estates,trusts,REMICs, etc.) 1992 Department el the Tommy ► Attach to Form 1040 or Form 1041. All ha it tn.rnl seveaue seeice ► See Instructions for Schedule E(Form 1040). sea..ece No. 13 Name(s)shown on return Your social security number _ _HA$RY L. & BERNICE D._KENNEDY 131-30-4321 ��V Income or Loss From Rental Real Estate and Royalties Note: Report Income and expenses from the rental of personal property on Schedule C or C—E2. Report Farm rental Income or loss from Form 4835 on page 2,lint 39. 1 Show the kind and location of each rental real estate property: 2for ,• metalYes No .. real estate ( .Z....MQx.9..Rt34k pr pert listed I.i i A yes er your�.. 1:07 gun u A X (TA....Q.F..k I.GE,lh j19USB — HE ABTPIL.I.NR.V.STRIM&._.. I !� //•'7 r� orrrt,7 y� purposes ler B 789F..7.�1C....N.e....al.hhA AVlrl.f I greater r h al the BRIGHTON. CO 80601 days or fox B x of the total days rend et --"''— (sir near c vela. during c the tax year? Properties Totals Income: A B C (Add columns A,B,and C.) 3 Rents received 3 7 , 500. 57 .938. 3 65, 438 . 4 Royalties received 4 4 Expenses: 5 Advertising 5 6 Auto and travel 6 687 . 7 Cleaning and maintenance . . 7 8 Commissions 8 9 9 2 8 9 Insurance ' 10 Legal and other professional fees • 10 522 . 11 Management fees 11 "�:= 12 Mortgage interest paid to banks,eta 12 2 , 275. 40. 089. 12 42 , 364 . 13 Other interest 13 ai 14 Repairs - Carpenter,screens,etc. - Electrical and plumbing. - Painting and decorating. . 14 xiis - Roofing - Miscellaneous . . 3 .823 . 15 Supplies 15 489. ' ` 16 Taxes 16 150. 3 ,731. " 17 Utilities 17 1 . 343 . 'Z' 7:A.i 18 Other(list) Is. ,:n€'' MISCELLANEOUS 843 . 18 672 . AMORTIZATION 19 Add Tines 5 through 18 19 2 .914 . 52 . 638 . 19 55. 552 . 20 Depreciation expense or depletion 20 1, 273 . 14 .478 . 20 15 .751. 21 Total expenses.Add lines 19 & 20 21 4 . 187 . 67 . 116. 22 Inem, or (loss) from resist red enn• or royalty properties. Subtract line 21 from 2 EXHIBIT _ One 3 (rents) or Ike 4 koylti.d. If the result is a (loss). see page 1-2 to !MI out C WT' II you must lilt form alas . . . 22 3 , 313 . -9, 178 . ..tit:(4-1 23 Deductible rental real estate loss. Caution: Your rental real estate loss PAL �� 7''67 on line 22 may be limited. See page E-3 to lied out if you must file 23 9 . 178 . Form 8582 . . . . . . . . . 24 Income. Add positive amounts shown on line 22. Do not include any losses 24 3 . 313 . 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter the total lasses here . 25 9 . 178 . 26 Total rental real estate and royalty income or(loss). Combine lines 24 and 25. Enter the result here. If Parts II, Ill, IV. and line 39 on page 2 do not apply to you• also enter this amount on ��M ne 18. Otherwise. include this amount in the total on line 40 on page 2 . . . . . . a ;s:.;i ..'.S • • • 26 -5 . 865. For Paperwork Reduction Aet Notice,see Form.1040 Instructions. 8788 Schedule E(Form 1040) 1992 1'0' 11VOO u41u Schedule SE Worm 1Q40) 1991 Attachment Sequence No. Page 2 - Name of person with self—employment income(as shown on Form 1040) Social security number of person HARRY L. KENNEDY with self—employment income ► 331-3 0-4 1 7 Section B - Long Schedule SE (Before completing, see if you can use the Short Schedule SE(Section AL) A If you are a minister, member of a religious order,or Christian Science practitioner,AND you filed Form 4361, but you had$400 or more of other net earnings from self-employment check here and continue with Part I ► 6 If your only income subject to self-employment tax is church employee income and you are not a minister or a member of a religion order, flip lines 1 through 4b. Enter-0-on line 4c and go to line 5a. Self-Employment Tax 1 Net farm profit or(loss)from: a Schedule F(Form 1040), line 37 b Farm partnerships. Schedule K-1 (Form 1065), line 15a Net earnings from farm self-employment 1 2 Net profit or(loss)from: a Schedule C(Form 1040), line 31 b Partnerships(other than farming). Schedule K-1 (Form 1065), line 15a c Service as a minister or member of a religious order d Service with a foreign government or international organization e Other I. VICTOR M. MONTOYA-VICTRONIX 1, 613 . Total 1, 613 . Adjustments Net earnings from nonfarm self-employment 2 1.613 . 3 Combine lines 1 and 2 3 1. 613 . 4a If line 3 is more than zero, multiply line 3 by.9235. Otherwise, enter the amount from line 3 here . . '1e 1. 490. b If you elected one or both of the optional methods, enter the total of lines 17 and 19 here 4b c Combine lines 4a and 4b. If less than $400. do not file this schedule; you do not owe self-employment► 4c 1. 490. tax. (Exception: If less than$400 and you had church employee income,enter-0-and continue.) • • • - - _• _..._. Sa Enter your church employee income from Form W-2. Caution: See the instructions for definition of church employee income 5a b Multiply line 5a by .9235. (If less than S100, enter-0-) 5b 6 Net earnings from self—employment Add lines 4c and 5b 6 1.490. 7 Maximum amount of combined wages and self-employment earnings subject to social security tax or the 6.2%portion of the 7.65%railroad retirement(tier 1)tax for 1991. . 7 S 53.400 8a Total social security wages sad tips (from Fortis) W-2) end railroad refitment (tier I) compnnlio. . 8a 33 . 582 ago b Uanpene/ tips subject to ncid tonicity lea (from Form 4137, line 9) or (slimed retirement Wier 11 In 8b c Add lines 8a and 8b Sc 33 . 582 . 9 Subtract line 8c from line 7. If zero or less, enter-0- here and on line 10 and go to line 12a . . . ► 9 19 . 818. 10 Multiply the smaller of line 6 or line 9 by12.4%(.124) 10 185. 11 Maximum amount of combined wages and self-employment earnings subject to Medicare tax or the 1.45%portion of the 7.65%railroad retirement(tier 1)tax for 1991 . . . . . . . 11 $125,000 12a Uhl Modica, wages in lips Prom fermis) W-2) sad railroad :Miriam! Sim I) compensation , . 12a 33 . 582 NEI b Unreported lips (abject Ie Medicare be Orem Fora 4137, Ilea 141 or rollout( retirement (liar II tax , 12b c Add lines 123 and 12b 12c 33 ,582 . 13 Subtract line 12c from line 11. If zero or less, enter-0- here and on line 14 and go to line 15 . . . 13 91,418 . 14 Multiply the smaller of line 6 or line 13 by 2.9% 1029) 14 43 . 15 Self—employment tax. Add lines 10 and 14. Enter the result here and on Form 1040, line 47. . . 15 228 . Note: co.-ntrr not-half of the amount from line 75 nn Form 1040, line 25. Optional Methods To Figure Net Earnings (See"Who Can File Schedule SE" and"Optional Methods" in the instructions.) Farm Optional Method.You may use the farm optional method only if: (a) Your gross farm income was not more than $2,400 or (b)Your gross farm income!was more than $2,400 and your net farm profits2were less than $1,733. 16 Maximum income for optional methods 16 $1,600 17 Enter the smaller of: two-thirds(2/3)of gross farm income I or 91,600.Also include this amount on line 4b above 17 Nonfarm Optional Method. You may use the nonfarm optional method only if: (a)Your net nonfarm profits3 were less than $1,733 and also less than 72.189%of your gross nonfarm income4 and (b) You had net SE earnings of at least 9400 in 2 of the prior 3 years. Cautiore you may use the nonfarm optional meth&no more than five times- 18 Subtract the amount on line 17, if any, from line 16 and enter the result 18 19 Enter the smaller of: two-thirds(2/3)of gross nonfarm income4 or the amount on line 18. Also include this amount on line 4b above 19 IFrom Schelde f form 1040), Iia II, and Schedule K-1 If.,. 1066, lime 15b. 3 h le C Worm 1040), Ilse 31, ad Schelde K-I Worm 1066, Him 16a. 2lrom schdde f (form 1040), lino 37, ad Schedule K-I Worm 1066, line lbs. 4 From Schedule C (form 1040). tine 7, ad Schedule K-I (forty 1066 Igoe 16c. For Paperwork Reduction Act Notice,am Form 1040 instructions. NM imp^7(jtye3 wi Schedule SE(Form 1040) 1991 Hello