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HomeMy WebLinkAbout991964.tiff RESOLUTION RE: THE BOARD OF EQUALIZATION, 1999, WELD COUNTY, COLORADO - DENY PETITIONER'S APPEAL AND AFFIRM ASSESSOR'S VALUE PETITION OF: ADAMS PARK APTS PARTNERSHIP C/O MIKE SOLLENBERGER P 0 BOX 272469 FT COLLINS, CO 80527 DESCRIPTION OF PROPERTY: ACCOUNT #: R6119886 PARCEL #: 147105232001 - FTL AS-1 LOT 1 ADAMS PARK SUB%450 ROLLIE AV% WHEREAS, the Board of County Commissioners of Weld County, Colorado, convened 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 1999, 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 1999, claiming that the property described in such petition was assessed too high, as more specifically stated in said petition, and WHEREAS, said petitioner not being present or represented, 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 Weld County Board of Equalization, that the evidence presented at the hearing clearly supported the value placed upon the Petitioner's property, after review 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: ACTUAL VALUE AS DETERMINED BY ASSESSOR Land $ 140,121 Improvements OR Personal Property 1,043,239 TOTAL ACTUAL VALUE $ 1,183,360 991964 AS0043 P n - RE: BOE - ADAMS PARK APTS PARTNERSHIP Page 2 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; however, said appeal must be filed within 30 days of the denial: 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 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. 991964 AS0043 RE: BOE - ADAMS PARK APTS PARTNERSHIP Page 3 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 $150.00 per case. The arbitrator's fees and expenses, not including counsel fees, are to be paid as provided in the decision. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 4th day of August, A.D., 1999. A , / i / BOARD OF COUNTY COMMISSIONERS D COUNTY, CO RADO ATTE v ' Dale K. Hall, Chair Weld o tC to. =and Ito EXCUSED Barbara J. Kirkmeyer, Pro-Tem joa ' C BY: � a�. i �L . t Geor xter APPROVED A O FORM: 0 M. Geile A starC4Inty Attorney t 64 Glenn Vaad -- 991964 AS0043 AXE NOTICE OF DENIAL D OFFICE OF 1400 CNOUNTY YH ASSESSOR1 tE titioi�y6 FTL LOT 1 ADAMS PARK SUB VE. ROLL X450 ROLLIE AV°; GREELEY,CO80631 PHONE(970)353-3845,EXT.3650 WIOc. OWNER: ADAMS PARK APTS PARTNERSHIP COLORADO ADAMS PARK APTS PARTNERSHIP LOG 2977 P O BOX 272469 PARCEL 147105232001 ACCOUNT R6119886 FT COLLINS, CO 80527 YEAR 1999 06/10/1999 The appraised value of property is based �on,the appropriate consideration of the approaches to value required by law. The Assessor has determined that AT440gII n4S L16461"HYt�OFISTgggTNG):THE MARKET APPROACH. If your concern is the amount of your property tax,local taxing authorities(county,city,fire protection,and other special districts)hold budget hearings in the fall. Please refer to your tax bill or ask your Assessor for a listing of these districts,and plan to attend these budget hearings. The Assessor has carefully studied all available information,giving particular attention to the specifics included on your protest,and has determined the Ot7xti$�tSP 'i1eHd t our N property The reasons for this determination of value are: BEEUNIFORMLY VALUED FOLLOWING COLORADO LAW AND INSTRUCTIONS PUBLISHED BY THE STATE DIVISION OF PROPERTY TAXATION. YOUR PROTEST OF VALUE HAS BEEN DENIED DUE TO COMPARISON OF OTHER SIMILAR PROPERTIES WHICH SOLD DURING THE CORRECT 98 8OTTIME MEA PERIOD. THIS COMPARISON SHOWS YOUR ACTUAL PROPERTY VALUE TO BE RECEIVED PETITIONER'S ASSESSOR'S VALUATION PROPERTY CLASSIFICATION ESTIMATE OF VALUE ACTUAL VALUE ACTUAL VALUE PRIOR TO REVIEW AFTER REVIEW LAND 140121 140121 IMPS 1043239 1043239 1183360 $ 1183360 TOTALS If you disagree with the Assessor's decision,you have the right to appeal to the County Board of Equalization for further consideration,39-8- 106(1)(a),C.R.S. Please see the back of this form for detailed information on filing your appeal. 06/10/1999 By: Stanley F. Sessions DATE WELD COUNTY ASSESSOR 15-OPT-AR Form PR-207-87/99 ADDITIONAL INFORMATION ON REVERSE SIDE YOU HAVE THE RIGHT TO APPEAL THE ASSESSOR'S DECISION The County Board of Equalization will sit to hear appeals beginning July 1 and continuing through August 5 for real property(land and buildings) and personal property (furnishings, machinery, and equipment) 39-8-104 and 39-8- 107(2), C.R.S. APPEAL PROCEDURES: If you choose to appeal the Assessor's decision, you must appeal to the County Board of Equalization. To preserve your right to appeal, your appeal must be POSTMARKED OR DELIVERED ON OR BEFORE JULY 15 FOR REAL PROPERTY, AND JULY 20 FOR PERSONAL PROPERTY. WELD COUNTY BOARD OF EQUALIZATION 915 10th Street, P.O. Box 758 Greeley, Colorado 80632 Telephone (970)356-4000 Ext. 4225 NOTIFICATION OF HEARING: You will be notified of the time and place set for the hearing of your appeal. COUNTY BOARD OF EOUALIZATION'S DETERMINATION: The County Board of Equalization must make a decision on your appeal and mail you a determination within five business days of that decision. The County Board must conclude their hearings by August 5. TAXPAYER RIGHTS FOR FURTHER APPEALS: If you are not satisfied with the County Board of Equalization's decision you must file within thirty days of the County Board of Equalization's written decision with ONE of the following: Board of Assessment Appeals (BAA): Contact the BAA at 1313 Sherman, Room 315, Denver, Colorado 80203, (303)866-5880. District Court: 9th Avenue and 9th Street, P.O. Box C Greeley, Colorado 80632 Telephone (970) 356-4000, Ext. 4520 Arbitration: WELD COUNTY BOARD OF EQUALIZATION 915 10th Street, P.O. Box 758 Greeley, Colorado 80632 Telephone (970) 356-4000, Ext. 4225 If you do not receive a determination from the County Board of Equalization, you must file an appeal with the Board of Assessment Appeals by September 10. TO PRESERVE YOUR APPEAL RIGHTS, YOU MUST PROVE YOU HAVE FILED A TIMELY APPEAL; THEREFORE, WE RECOMMEND ALL CORRESPONDENCE BE MAILED WITH PROOF OF MAILING. PETITION TO THE COUNTY BOARD OF EQUALIZATION In the space below, please explain why you disagree with the Assessor's valuation. IN ACCORDANCE WITH 39- 8-106, C.R.S., YOU MUST STATE YOUR OPINION OF VALUE IN TERMS OF A SPECIFIC DOLLAR AMOUNT. Attach additional documents as necessary. • SIUNA I UKr OF FL l I I IUNER DA IL L COTTONWOOD APARTMENTS P.O. BOX 272469 FORT COLLINS,COLORADO 80527 970-226-8775 May 18, 1999 Dear County Assessor, This apartment complex is funded by the U.S. Department of Agriculture, Rural Development, Section 515 program. It offers clean, affordable housing to low and very low income tenants in small towns such as this. Rent levels are established and approved by Rural Development based upon actual expenses. There are no "market level" payments to the project by the government as with HUD projects. The property receives no tax credits. All expenses, including property taxes, are a direct pass-through to the rents paid by the tenants. 12 units are 650 square feet, one bedroom, one bath. 24 units are 800 square feet, two bedrooms, one bath. Dishwashers and air conditioning are not provided, as they are considered luxury items by Rural Development. There are no on-site amenities. Rural Development has placed severe restrictions on the allowable profit to the owners, and on the sale or transfer of the project. Currently, Rural Development does not allow prepayment of the mortgage, effectively blocking any market opportunity for the owners. There are no comparable sales in the State of Colorado for Section 515 projects, because no sales are allowed without transferring all of the government restrictions. These restrictions on sale or transfer are contained in the Deed of Trust, the loan agreement, and in a deed addendum. A market adjustment should be given to this property that reflects these economic and market restrictions. We believe a fair market value for this property is $15,000.00 per unit, or $540,000.00 for this 36-unit project. Thank you for your consideration. Very truly yours, Mike Sollenberg General Partner ADAMS PARK APARTMENTS WINDSOR TOWNHOMES P.O. BOX 272469 FORT COLLINS, COLORADO 80527 970-226-8775 July 14, 1999 Weld County Board of Equalization 915 10th Street P.O. Box 758 Greeley, Colorado 80632 RE: Logs 2977 and 2979 Ladies and Gentlemen: We are appealing the Assessor's Notice of Denial and Adjustment for our properties in Fort Lupton and Windsor. Due to an unfortunate conflict, we were not able to schedule a time to present these cases personally to you. We apologize and mean no disrespect. As the enclosed letters to the Assessor described, these are apartment projects built using United States Department of Agriculture funds in their Section 515 Program for Rural Rental Housing. The mortgage is for a term of 50 years. Tenants are low-income elderly persons at Adams Park, and low-income families at Windsor Townhomes who have to meet eligibility requirements. Basic rents are $300 at Adams Park and $400-455 at Windsor. Severe prohibitions and restrictions apply to the sale, transfer, or refinancing of this property. We understand the requirement to value such properties by the market approach only. However, we believe that there is ample flexibility for adjustment available to and required of the Assessor for such properties. The adjustments relate to the economic obsolescence of the property caused by the government-imposed encumbrances on the site. These restrictions on sale drastically affect the real property rights, and, we believe, the market value. There have been no sales of Section 515 properties in Colorado during the valuation period. Rural Development, the sub- agency of USDA, has a prohibition in place against any pre-payment of their loans in order to protect the supply of low-income housing. Therefore, there are no market comparables in the State. The use of conventional, market-rate rental projects, while being the only data an assessor can compare with, must be adjusted to reflect the extreme differences. The State Department of Property Taxation has published valuation guidelines to County Assessors for subsidized housing. Its conclusion states " Appraisers valuing subsidized housing property should fully analyze the market to determine whether or not there is a market- recognized value difference between subsidized and non-subsidized properties. If a value difference can be demonstrated, appropriate adjustments must be made. If no difference can be demonstrated by the market data collected or there are insufficient sales to make an accurate determination, similar non-subsidized property sales can be used as market comparables, with a appropriate adjustments for any differences in property characteristics. After establishing appropriate units of comparison, the most common adjustments made are for financing, time, location, and physical characteristics when valuing these types of property. Appraisal judgement and experience should be used to determine the amount of these adjustments." Ina recent decision by the Board of Assessment Appeals, Docket Number 32527, the Board held that"the comparables selected by Respondent (Jefferson County ) are not truly comparable and would not be likely to attract the same type of purchaser. The adjustments made seem to be insufficient when considering the severely narrowed field of potential purchasers and the atypical financing that will be in place until the end of the economic life of the improvements." This decision was made March 18, 1999. We believe that a reasonable valuation for these apartments is $15,000 per unit. Therefore, we request a value of$600,000 for Adams Park Apartments, and $555,000 for Windsor. The 40 low-income elderly tenants at Adams Park, 37 low-income families at Windsor, and we thank you for your consideration. Respectful) submitted Mike Sollenber r Managing Partner Adams Park Apartments Windsor Townhomes STANLEY F. SESSIONS WELD COUNTY ASSESSOR APPRAISAL REPORT OF MULTI-FAMILY PROPERTY FOR County Board of Equilization ADAMS PARK APARTMENTS PARTNERSHIP PETITIONER vs. WELD COUNTY ASSESSOR'S OFFICE RESPONDENT Parcel Number: 1471-05-2-32-001 Schedule Number: R6119886 Log Number: 2977 Date: August 4,1999 Time: 3:30 p.m. PREPARED BY APPRAISERS NAME 40/3/ (0783 87.1/4 S �arry Rod ez License No. Date ASSESSOR'S OFFICE STAFF APPRAISER APPRAISAL DATE JUNE 30, 1998 ASSESSOR VALUE $1,183,360 CB0E_Res_Multi_071599 Page 1 GENERAL DESCRIPTION OF SUBJECT SITE This property is located at 405 ROLLIE AVENUE in the city of FORT LUPTON. The legal description of the property is FTL AS-1 LOT 1 ADAMS PARK SUB %405 ROLLIE AV% • Utilities available to the site are typical for the area. IMPROVEMENTS The subject property improvements are identified as a 40 unit apartment complex, made up of 5 - 2 story, 8 unit buildings and a small one story clubhouse. These buildings being of frame/hardboard construction built in 1982. Each apartment measures 6,468 square feet a total of 32,340 square feet. The clubhouse building measures 625 square feet. The improvements sit on 109,256 square feet of land. The Assessor has classified the property as multi/family residential of average quality. The subject is in a multi-family zoned area. SUBJECT PHOTOGRAPH sysreo v r - - ter.. CDOE Res Mulli_071599 Page 2 Comparable Number 1 ■ WWI .s A*; • Comparable Number 2 i , 1 • . y • 110. Comparable Number 3• I ' i11 1 k irld III IIhe r II r CBOE Res_Multi071699_ WELD COUNTY ASSESSOR'S Comparables Report with Adjustment Grid Subject Comp #1 Comp #2 Comp #3 I I SDate/Price 06/29/98 $1,561,000 05/09/97 $700,000 1/17/97 $690,000 Parcel# 147105232001 096119200048 096106414017 096108226002 Account# R6119886 R0108892 R3001786 R3267586 Address 450 ROLLIE AVENUE 1745 30 STREET 1201 8 STREET 1508 9 AVENUE FORT LUPTON GREELEY GREELEY GREELEY Neighborhood 139 132 5% 126 5% 126 5% Land-SF 109,256 119,354 $1.25 14,000 $1.25 14,250 $1.25 Occupancy Apts>9 Units Apts>9 Units $0.00 Apts>9 Units $0.00 Apts>9 Units $0.00 Builtt As <3 Stories <3 Stories $0.00 <3 Stories $0.00 <3 Stories $0.00 Year Built 1982 1972 2.5% 1960 5.5% 1973 2.4% Quality Average Average $0.00 Fair 5% Fair 5% Exterior Frame Hardboard Frame Hardboar $0.00 Frame Masonry 5% Frame Masonry 5% Building SF 32,340 40,716 $25.00 16,239 $25.00 11,520 $25.00 Basement 0 19,630 $7.00 5,494 $7.00 5,760 $7.00 Bsmt Finished 0 0 $9.00 5,494 $9.00 2,880 $9.00 Garage 0 0 $0.00 0 $0.00 0 $0.00 Units 40 40 $0.00 31 $0.00 24 $0.00 Time $0.00 4.3% 5.7% Amenities $45,612 $10,032 $0.00 $4,500 $0.00 $4,400 $0.00 Adjustments Location ($78,050) ($35,000) ($34,500) Land ($12,523) $119,070 $118,758 Occupancy $0 $0 $0 Built As $0 $0 $0 Age $39,025 $38,500 $16,560 Quality $0 $35,000 $34,500 Exterior $0 ($35,000) ($34,500) Building Size ($209,400) $402,525 $520,500 Basement ($137,410) ($87,904) ($66,240) Garage $0 $0 $0 Rooms $0 $0 $0 Bathrooms $0 $0 $0 Bedrooms $0 $0 $0 Time $0 $30,100 $39,330 Amenities $35,580 $41,112 $41,212 Total Adjustments ($362,778) $508,403 $635,620 Adusted Sale Price $1,198,222 $1,208,403 $1,325,620 Adjusted Sale$/SF $37.05 $37.37 $40.99 $/SF Market for Subject $37.76 Final Market Value $1,221,158 CBOE Res Mutli_D71599 Page 4 IMPARTIALLY VALUATION Constitution of Colorado, Article X - Revenue, section 20.1 General Consideration. This section and ss 3 of this article reconciled. In order to reconcile the requirement of subsection(8)(c) of this section that residential property be valued "solely by the market approach to appraisal" with the equalization requirement of article X ss 3, the actual value of residential property must be determined using means and methods applied impartially to all the members of each class . Podoll v. Arapahoe County Board of Equalization, 920 P.2d 525 (Colo 1995) MARKET APPROACH SUMMARY Real property for the tax year 1999 must be valued utilizing the level of value for the period of one and one-half years immediately prior to July 1, 1998. A period of five years immediately propr to July 1, 1998 shall be utilized to determine the level of value if adequate data is not available from such one and one-half year period to adequately determine the level of value for a class of property. Said level of value shall be adjusted to the final day of the data-gathering period. Changes occurring between base years are not to be accounted for until the following level of value is implemented, other than additions, change in use, detrimental acts of nature, damage due to fire, etc., creation of a condominium, new regulations restricting the use of the land, or a combination thereof (39-1-104(11)(b)(1),CRS). The Weld County Assessor has an established ongoing Confirmation and Validation Program for property transactions used in developing values. The subject property has been classified as Residential for assessment purposes, Residential property value shall be determined by appropriate consideration of the of the Marker Approach to Value (39-1-103(5)(a),CRS) INDICATED MARKET VALUE $1,183,360 CBOE_Res Multi_071599 Page 5 Poudre- Perk Plants Rack 14 -- 1 7 85 ` S.F. 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