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HomeMy WebLinkAbout971575.tiff RESOLUTION RE: THE BOARD OF EQUALIZATION, 1997, WELD COUNTY, COLORADO - GRANT PETITIONER'S APPEAL PETITION OF: COORS BREWING COMPANY PROPERTY TAX DEPT CE332 P 0 BOX 4030 GOLDEN, CO 80401 DESCRIPTION OF PROPERTY: PIN: P0001650 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 1997, 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 1997, 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 Paul Asmus, 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 fully supported the request of the petitioner to allow the Declaration Schedule to be compiled by location. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 29th day of July, A.D., 1997. BOARD OF COUNTY COMMISSIONERS WELD OUNTY, CO RADO ♦i4 ATTE • 1, � c10, s '464 i i I eor.e . Baxter, Chair Weld ;►:, >: `: r. De.�., o rrard _ it ! ��. .� �'ti�.oak Dale K. all APPROVED AS TO FORM: �.� t A , n :arbara J. Kirkmeyer Cc Attorn 3 EXCUSED W. H. Webster 971575 AS0038 NOTICE OF DENIAL • OFFICE OF COUNTY ASSESSOR SIGNS--GREELEY r c.�� 1400 NORTH 171h AVE. /. I,rin . i GREELEY,CO 80631 ET �Ty - PHONE(970)353-3845,EXT.3650 V WIWD C OWNER: COORS BREWING COMPANY COLORADO COORS BREWING COMPANY LOG 7197 PROPERTY TAX DEPT CE332 PARCEL P 0 BOX 4030 ACCOUNT P0001650 GOLDEN, CO 80401 / YEAR 1997 C07/09/1997 The appraisal value of property is based on the appropriate consideration of the approaches to value required by law. The Assessor has determined that your property should be included in the following category(ies): 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 valuation(s)assigned to your property. The reasons for this defemination of value are: YOUR PERSONAL PROPERTY HAS BEEN VALUED IN ACCORDANCE WITH COLORADO LAW AND INSTRUCTIONS PUBLISHED BY THE STATE DIVISION OF PROPERTY TAXATION. OTHER PERSONAL PROPERTY, SIMILAR IN NATURE, HAS BEEN CONSISTENTLY VALUED USING THE SAME STATUTORY METHODS. • PETITIONER'S ASSESSOR'S VALUATION PROPERTY CLASSIFICATION ESTIMATE OF VALUE ACTUAL VALUE ACTUAL VALUE PRIOR TO REVIEW AFTER REVIEW LAND 0 0 IMPS 38951 38951 TOTALS $ $ 38951 $ RR951 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- I06(1)(a),C.R.S. Please see the back of this form for detailed information on filing your appeal. By: WARREN L. LASELL 07/09/1997 WELD COUNTY ASSESSOR DATE 15-DPT-AR Form PR-207-87/94 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 21 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 EQUALIZATION'S DETERMINATION: The County Board of Equalization must make a decision on your appeal and mail you a determination within five business days. 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 11. 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(1.5), C.R.S., YOU MUST STATE YOUR OPINION OF VALUE IN TERMS OF A SPECIFIC DOLLAR AMOUNT. Attach additional documents as necessary. `/ b/ C•p• Fah/r L j[ cryt Y iins(�L!/ lf'/� 2 DATE,_1/�_ / � n i eix54/( Coors Brewing Company `""""`�® Golden, Colorado 80401-1 2 95 J July 11, 1997 C L Er. Weld County Board of Equalization 1400 N. 17th Avenue Greeley, Co. 80631 RE: Personal Property Tax Protest Schedule#P0001650 Dear Members of the Board of Equalization: Coors Brewing Company is protesting the 1997 personal property actual valuation on indoor advertising signs. House Bill 96-1267 exempts personal property on a single schedule of an actual value of two thousands five hundred dollars or less. Section 39-3-119.5 reads as follows: "For property tax years commencing on and after January 1, 1997, personal property not otherwise exempt from property tax shall be exempt from the levy and collection of property taxes if the personal property would otherwise be listed on a single personal property schedule and the actual value of such personal property is $2,500 or less." I interpret the verbiage in bold letters and our actual value being less than $2,500 exempts our indoor advertising sign from the taxrolls as being listed on a single schedule by address and location of the personal property. Based upon the Housebill 96-1267, the legislature intended to exempt all personal property less than $2,500 or less. These key words"if' and "would otherwise be listed on a single personal property schedule" exempts personal property $2,500 or less. The Webster's dictionary definition of otherwise is as follows; in different circumstances, in another manner, in other respects, and something to the contrary. The majority of Colorado businesses and companies have a capital expenditure policy threshold of capitalizing capital expenditures of$1,000 or above. The purchases less than $999 are expensed and never rendered to the County Assessor Offices. Is this fair or equitable to assess Coors' indoor advertising signs ranging from $100 to $300 per sign? Another trade or profession to be considered are local Realtor commercial and residential advertising signs, are these Realtor advertising signs assessed or reported as personal property (Examples - Century-21, Remax, Coldwell Banker, Moore& Company, Metro Brokers, Perry& Butler,)? In March, 1994, I respectfully requested the Colorado Assessor Offices to consolidate all personal property sign schedules into one schedule for reporting purposes. The intent and SAFELY purpose in mind , was to become cost efficient and reduce the administrative paper processing for the County Appraisers, Treasury Departments, and Coors Brewing Company Tax Department. I never envisioned or anticipated that personal property per schedule under $2,500 would become exempt. In support of my protest, I am enclosing a copy of the 1997 PC sign calculations and a distributor inventory sign retail list by account name, address, and city. These signs are: • Expensed. • Title does not transfer. • Not sold to the retailers. • Not inventoried anymore due to downsizing. • Coors' maintains control over the usage. • Not leased. • The actual cost per sign ranges from $20 to $300 per sign. In Weld County, the average per sign historical acquired cost is approximately $82 with an estimated depreciated value of$62 per sign. The average indoor advertising signs per location ranges from 3 to 10 per each retail outlet. There are approximately 220 retail outlet locations within Weld County. These combined signs actual value per location would not exceed the $2,500, if each location were considered an individual schedule number. Again, I am respectfully requesting the Board of Equalization and each County Assessor Office to exempt these signs, as if they were being reported on individual basis on a separate schedule number for each retail account location. Attachments: . 1997 - PC Coors' Sign Calculation Schedule . 1994 - Distributor Physical Sign Inventory Report . House Bill 96-1267 . 1997 - Signed Protest If you have any questions, please call me at 303-277-3867. 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Z 1 r a 3 ' Q W < m f 6 N 1 S .4 N i0 Z Y `7 a N r O O J N N ct el 0 J ✓ J r S p5� 1 J • O 5S.V1 4- fT vs La �,i `4, (L(\ ex al o- O g2 qqES ,?? y� �l �jJ •a s =s a;s a s a a a� ' G a , H H 0) _ 0 Y_ J O 6 M V O I OlV O CCS� W W o J ,dNcc yg 02 s I-- c 1 V F_ C'J 6' _ y M U Cr 3 CWC 03 6mp Z I � `3 = 72 =3 R w a F 4 Vl7 _ aco v> u Vp Qn wW 20'&' 2_ 2 C co C V) a O .J 1+.. d W al cJ 3 3 J ✓▪ .o r, ! JI1 JUN 20 '97 9:4Z PAGE.00a b }511� IC f y.T v l: 1; { • /� 1996 HOUSE BILL 96-1267 BY REPRESENTATIVES Lamborn, Anderson, Agler, Allen, Chlouber, Clarke, Dean, Dyer, Faatz, Hagedorn, Jerke, Kaufman, Keller, Kreutz, Lawrence, Leyba, Lyle, McElhany, McPherson, Morrison, Musgrave, Owen, Salaz, Sullivant, Swenson, and Tupa; also SENATOR Norton. CONCERNING THE EXEMPTION OF PERSONAL PROPERTY FROM TAXATION, AND MAKING AN APPROPRIATION IN •CONNECTION THEREWITH. Be it enacted by the General Assembly of the State of Colorado: • SECTION 1. Article 3 of title 39 Colorado Revised Statutes, I994 Repl . Vol . , as amended, is amended BY THE ADDITION OF A NEW SECTION to read: 39-3-119.5. Personal property - exemption. FOR PROPERTY TAX YEARS COMMENCING ON AND AFTER JANUARY 1, 1997, PERSONAL PROPERTY NOT OTHERWISE EXEMPT FROM PROPERTY TAX SHALL BE EXEMPT • FROM THE LEVY AND COLLECTION OF PROPERTY TAX IF THE PERSONAL PROPERTY WOULD OTHERWISE BE LISTED ON A SINGLE PERSONAL PROPERTY SCHEDULE AND THE ACTUAL VALUE OF SUCH PERSONAL PROPERTY IS TWO THOUSAND FIVE HUNDRED DOLLARS OR LESS. SECCTION 2. Future appropriations. Although no appropriation is included in this act for the fiscal year beginning July 1, 1996, it appears that this act will require appropriations from the general fund for subsequent fiscal years, and the amount required to be appropriated for the fiscal year beginning July 1, 1997, is estimated to be one million seven hundred forty thousand eight hundred eighty-three dollars ($1,740,883) . • Capital letters indicate new material added to existing statutes; dashes through words indicate deletions from existing statutes and such material not part of act. JUN 20 ' 57 9: 4:3 PRGE.001 SECTION 3. Effective date. This act shall take effect at 12:01 a.m. on the day following the expiration of the ninety-day period after final adjournment of the general assembly that is allowed for submitting a referendum petition pursuant to article V, section 1 (3) of the state constitution; except that, if a , referendum petition is filed against this act or an item, section, or part of this act within such period, then the act, item, section, or part, if approved by the people, shall take effect on the date of the official declaration of the vote thereon by proclamation of the governor. -Cat deffnao —Ewa- el- . rr Tom Norton SPEAKER OF HE HO PRESIDENT OF OF REPRE NTATIV THE SENATE �� ��. �� J /��}u it Rodrigue Joan M. Albi (,CHIEF CLERK OF THE HO E 'SECRETARY OF OF REPRESENTATIVES THE SENATE 7,APPROVED .5 7 /f! l'/07 / 9 47, Roy Ro GOVER R OF THE STATE OF COLORADO PAGE 2-HOUSE BILL 96-1267 NOTICE OF VALUATION • PERSONAL PROPERTY LEGAL DESCRIPTION: This Is Not a Tax Bill Warren L. Lasell SIGNS--GREELEY Weld County Assessor 1400 N. 17th Avenue Greeley, CO 80631 Date: 06/15/97 HEARING DATES: JUNE 16 - JULY 7, 1997 LOCATION 1400 N 17th Avenue TTELEPHONE N : (970)353 3845 x-3650 COORS BREWING COMPANY FAX NO: 970) 351-0978 PROPERTY TAX DEPT CE332 P 0 BOX 4030 GOLDEN, CO 80401 TTAAXXAREEA 0YEAR: 600 PARCEL NO: 095913217001 ACCOUNT NO: P0001650 PROPERTY PRIOR YEAR CURRENT YEAR INCREASE/ CLASSIFICATION ACTUAL VALUE ACTUAL VALUE DECREASE PERS PROP 35986 38951 2965 TOTAL 35986 38951 2965 Parcel# 095913217001 Account# P0001650 To appeal by mail, list your name, address, and phone # below, detach the lower portion of this notice and mail in accordance with instructions on the reverse side to: Weld County Assessor 1400 N. 17th Avenue, Greeley, CO 80631 An assessment percentage will be applied to the actual value of your property before taxes are calculated. Personal property is assessed at 29%of actual value (39-1-104(1)and (1.5)(a), C.R.S.). Your property was valued as of January 1 of the current year. The "current year actual value" represents the actual or market value of your property. The tax notice you receive next January from the treasurer will be based on that value. DOCUMENTATION - REASON FOR REQUESTING A REVIEW: Verification: I the undersigned state the information and facts contained herin to be true to the best of my knowledge reguard , the property. Signature. 000( Owner/Agent Date: 6 .Z 11-�� Address: Daytime Phone #:( ) YOU HAVE THE RIGHT TO APPEAL • YOUR PERSONAL PROPERTY VALUE OR ITS CLASSIFICATION APPEAL PROCEDURES PERSONAL PROPERTY VALUATION APPEALS: If you disagree with the "current year actual value" or the classification determined for your property you may appeal by mail or in person with the County Assessor. Please refer to the Appeal Procedures for the deadline dates for filing appeals. APPEAL BY MAIL: If you choose to mail a written appeal, you may elect to complete the appeal portion of this form, detach it, and mail or FAX it to the Assessor at the address listed on this Notice of Valuation. To preserve your right to appeal, your mailed appeal must be postmarked no later than JUNE 30. APPEAL IN PERSON: If you choose to present oral or written objections to the Assessor in Berson,you may elect to complete the appeal form at the bottom of this page and deliver it to the Assessor at the address listed on this Notice of Valuation. Appeal in person between JUNE 16 and JULY 7. ASSESSOR'S DETERMINATION: The Assessor must make a decision on your appeal and mail a Notice of Determination to you on or before JULY 10. APPEALING THE ASSESSOR'S DECISION: If you are not satisfied with the Assessor's determination, or if you do not receive a Notice of Determination from the Assessor, you must file a written appeal with the County Board of Equalization on or before July 21. • PERSONAL PROPERTY APPEAL FORM YOU MAY ELECT TO COMPLETE TILE FORM WHICH FOLLOWS TO APPEAL YOUR PROPERTY VALUATION OR CLASSIFICATION. ATTACH" RAIOItitTIMEJTVIIRWR NECESSARY MARKET APPROACH: This approach to yalue uses sales from the appropriate time period to determine the actual value of you property on January 1 of this year. The following ite , it known, will help you estimate the market value ot your property. If available, attach a copy of any appraisal or written estimate of value. DATE SOLD ITEM SELLING PRICE COST APPROACH: This approach to valu uses replacement cost new, less depreciation, to determine the value of your property on try f year. Item Estimated Replacement Cost New$ Source (� Have cbaiiges been malileso the property, i.e. refurbishing, reconditioning; addition of components; etc.? N( YY 1 yesg , escription, and estimate cost: DATE DESCRIPTION OF CHANGE COST Is your equipment in typical condition for its age? If not, why? Based ed on the origin& cost of Acquisition and the c t of ananges, less depreciation, estimate the total value of the property as of ychh Janua 01 this year. $ x,in,r� INCOME APPROACIj: I our property wa rented or leased during the previous year, attach operating atements showing r ntal and cpense amounts l�or this p open it known, list rents otecom aza equi r�ent negotiated di rtie)g The revipus year. an appraisal using the inepome approzcht was conducted thipreviou year, please attach. FINAL ESTIMATE OF VALUE$ . ; - j 1997 C.B.O.E. HEARING for COORS BREWING COMPANY JULY 29, 1997 8 :30 A.M. PREPARED BY: DEBBIE FANGMEIER - PERSONAL PROPERTY TECHNICIAN SCHEDULE NUMBERS # P0001650 H W 0 a to a N O UI O N N O O W N lD N O 01000000 M 01000000 Cl NNNNMNI110lDWHN en 1I1000000 U1 U3000000 W HOen U)01 e-I�IDNN��M CO CO �] Cl000000 N W000000 CO 00 H 01F CO cog IDO ill rI dI W I,O dI VI U)Ul 0101010000 HH00000 M d'CO r- C N C H Cl U1 rI l- b1D lD0000 010100000 . 10H 10h 00 WIn 01H 00 1010/00000 010100000 N M M N N TOM C M M M V M C.) N 1 N N M M H H a a a IN NMUIOMMCWI-MHH 0 H000000 H 01000000 N M H Cl H H M M CO H CO CO z 0 H CO1 H H CO CO 00 0 0 PI PI PI Ii N M dl U1 lD 1�0010 H N M NMd�UIb IOW NMs11 Ill lDhW WW CO CO CO CO CO CO CO CO 01 01 01 01 CO CO CO CO CO CO CO 01 CO CO CO CO CO CO Ol 0)0)0)01 01 01 01 010141 01 al 010)0)01 01 01 01010)01010101 HH HHHHHHH11H ri HHHHHHH HHHHHHH co O en "L ri 0 N 6 H C7 M C7 En -} H H H H CO CO co _9 7� p O 0 0 0 ElF qzz H Oa t� 0 CO 0 O CWi. 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O C O ~+ - �O C1 0. 0 N 4 V Iy b Cl n� N qO .�y ay{ i I to b _i 1-- 4 0 ,J �4 0 p �°� N • S �o ' ^^ r 4 tL 0 n 1 _ e .— 1 C J 2 a 8 -1 ' rl of F r< \ Cin b�l -Pt Cl. N S < o & W v Cl N„r W 7, K M J 3n 1 . i 090 ri -2_ ' its s atP r s a a o o W z M T h Li ,n0 _. to i P I \* gy 00 m[ In ` \ ` \ ' 1 F Z Z I _\ F N r' a 3 - A' ow ( Ct 0 0 1 < m N a < N '° a Y 7 v O W J a i- v, t K J el0 r J I- S. J N ix 0 ,.W -' `(N ,m .3R n,338 R Z 3 a. c 1 I CO Jw of m `• `+_ ex R "' w c� PItial tD V rf 1-- ]! (A rrn § ¢ y . Y_ 4W[. C r. 1 " l 0, F- LLILa U s /I g Vl67 ," •..pp• tit aa33� y QQ a =•- £5 . a !M V Y> Sd J V 0. u) 0 a R 3 J J -a -n gi o M ris .a o n cc. .it 1 J I C i gxh1134 /3 0F•coto Colorado Department of Local Affairs �`_ � DIVISION OF PROPERTY TAXATION ye o Mary E. Huddleston . G=0 * Property Tax Administrator 1876 Roy Romer • TO: Governor ALL COUNTY ASSESSORS FROM: Mary E. HuddlestonE Property Tax Administr t SUBJECT: HB 96-1267 Implementation Procedures - $2500. PP Exemption DATE: November 6, 1996 DISTRIBUTION: Review with all personal property appraisers File in ARL Volume 5, Section I MEMORANDUM In 1996, the Colorado legislature enacted HB 96-1267. This act created a new statute, 39-3-119.5, C.R.S. , that applies to all subclasses of personal property in Colorado. Procedures for implementing the requirements of this statute are attached to this memorandum for your use. Implementation language has also been incorporated into all 1997 declaration schedules for use by taxpayers. This procedure will be submitted to the Statutory Advisory Committee (SAC) December meeting. Upon SAC recommendation for and approval by the State Board of Equalization (state board) , these procedures will be incorporated into the next revision of ARL Volume 5 Personal Property Valuation Manual when it is next updated for use by assessors. If any changes to the procedures are made by SAC or the state board, you will be notified immediately. If you have any questions regarding this procedure or its implementation, please contact Bill Hyde, Alex Martinez, or me anytime. • MEH:ARM:JRH/jrh H61267PR.DOC HYDE NETWORK go tei 1313 Sherman Street, Room 419, Denver, CO 80203, (303) 866-2371 TDD (303) 866-5300 FAX (303) 866-4000 PROCEDURES FOR IMPLEMENTING 39-3-119.5, C. R. S. ($2500 PERSONAL PROPERTY EXEMPTION THRESHOLD) Effective for the 1997 assessment year, this statute provides for exemption of personal property equal to or less than $2,500 in actual value. Review of the statutory language and discussions with legislators indicate this is a "de minimus" type exemption. An exemption is allowed and should only be applied if the total actual value of taxpayer's property, per schedule, is equal to or less than $2500. This legislation does not exempt the first $2,500 of each personal property taxpayer's schedule. Listed below are important criteria that you must follow when implementing this legislation for 1997: 1. This exemption applies to all personal property: a. That is not otherwise exempt by constitutional or statutory authority, and b. That is defined under 39-1-102(11) , C.R.S. , as machinery, equipment, and other articles related to a commercial or industrial operation or are defined, under 39-1-102(6) and (10) , C.R.S. , as household furnishings or personal effects and that are used for the production of income for any time during the assessment year, and c. That can be listed on one personal property declaration schedule by the owner, and d. Where the total actual value of the personal property listed on the schedule is $2500 or less. 2. Taxpayers owning personal property that has an actual value of $2,500 or less, per schedule, are not required to file a personal property declaration schedule with the assessor. 3. All personal property owners, regardless of property classification subclass, are subject to the $2,500 exemption threshold. This includes all residential , commercial , industrial , other-agricultural , natural resource, producing mines, oil and gas, and state assessed personal property. 4. Each declaration schedule that is filed with the assessor is subject to the $2500 exemption. 5. If an assessor is unsure whether a taxpayer's personal property actual value exceeds the $2,500 threshold, a declaration schedule should be mailed, a "best information available" (BIA) assessment should be placed on the personal property, and contact made with the taxpayer, as soon as possible, to ascertain the value. 1 If desired, assessors have the option to mail out declaration schedules to all personal property taxpayers. However, only when the actual value of the personal property exceeds $2,500 is the taxpayer required to return the competed declaration. A late filing or failure to fully disclose penalty cannot be applied unless the actual value exceeds $2,500. All county assessors will need to develop selection criteria for existing personal property accounts that will fall below the $2,500 actual value threshold. Some suggestions for this criteria are: 1. Review of the last three years (or five years) assessment roll to select those accounts that have consistently been below the $2,500 threshold. 2. Selection of accounts by business type: ■ Residential rental units (1-3 units) ■ Cottage industries and in-home businesses located in residences ■ Employees and contractors that work for a business but also file a separate declaration schedule for property they own and use in the business, e.g. computers, hand tools, personal furnishings, etc. ■ Other business types that, in your county, generally have less than $2,500 actual value of personal property items. 3. Discussion with other assessors in your district. For all new accounts and newly discovered accounts, it is suggested that a declaration schedule be mailed for the first year to establish a valuation history to compare to the exemption threshold. In the alternative, a one page questionnaire may be -developed by the county and sent to these taxpayers requesting the type of business and their estimate of the replacement cost new or fair market value of their personal property. The questionnaire could be a simple YES/NO pre-paid postcard that would be mailed backed to the assessor. If the card is marked yes, a declaration could be sent and a physical inspection scheduled. 2 PRUE.00E JUN .20 ' S7 9: 42 nn• 1996 4000. net C7—< 01k (ea-aAct )) HOUSE BILL 96-1267 BY REPRESENTATIVES Lamborn, Anderson, Agler, Allen, Chlouber, Clarke, Dean, Dyer, Faatz, Hagedorn, Jerke, Kaufman, Keller, Kreutz, Lawrence, Leyba, Lyle, McElhany, McPherson, Morrison, Musgrave, Owen, Salaz, Sullivant, Swenson, and Tupa; also SENATOR Norton. CONCERNING THE EXEMPTION OF PERSONAL PROPERTY FROM TAXATION, AND MAKING AN APPROPRIATION IN •CONNECTION THEREWITH. Be it enacted by the General Assembly of the State of Colorado: • SECTION 1. Article 3 of title 39, Colorado Revised Statutes, 1994 Repl . Vol . , as amended, is amended BY THE ADDITION OF A NEW SECTION to read: 39-3-119.5. Personal property - exemption. FOR PROPERTY TAX YEARS COMMENCING ON AND AFTER JANUARY 1, 1997, PERSONAL PROPERTY NOT OTHERWISE EXEMPT FROM PROPERTY TAX SHALL BE EXEMPT • FROM THE LEVY AND COLLECTION OF PROPERTY TAX IF THE PERSONAL PROPERTY WOULD OTHERWISE BE LISTED ON A SINGLE PERSONAL PROPERTY SCHEDULE AND THE ACTUAL VALUE OF SUCH PERSONAL PROPERTY IS TWO THOUSAND FIVE HUNDRED DOLLARS OR LESS. • SECTION 2. Future appropriations. Although no appropriation is included in this act for the fiscal year beginning July 1, 1996, it appears that this act will require appropriations from the general fund for subsequent fiscal years, and the amount required to be appropriated for the fiscal year beginning July 1, 1997, is estimated to be one million seven hundred forty thousand eight hundred eighty-three dollars (S1,740,883) . • Capital letters indicate new material added to existing statutes; Bathes through words indicate deletions from existing statutes and such material not part of act. JUN 20 ' 97 5: 44 PASE.001 • SECTION 3. Effective date. This act shall take effect at 12:01 a.m. on the day following the expiration of the ninety-day period after final adjournment of the general assembly that is allowed for submitting a referendum petition pursuant to article V, section 1 (3) of the state constitution; except that, if a referendum petition is filed against this act or an item, section, or part of this act within such period, then the act, item, section, or part, if approved by the people, shall take effect on the date of the official declaration of the vote thereon by proclamation of the governor. 'MY WI- . rr Tom Norton SPEAKER OF HE HO PRESIDENT OF OF REPRE NTATIV THE SENATE • Auit Rodrigue 6 Joan M. Albi (.CHIEF CLERK OF THE HOE 'SECRETARY OF OF REPRESENTATIVES THE SENATE APPROVED -/.+7 r fele Roy Ro GOVER R OF THE STATE OF COLORADO PAGE 2-HOUSE BILL 96-1267 y EXHIBIT tetCoors Brewing Company • ® Golden, Colorado 80401-1295 July 29, 1997 Weld County Board of Equalization % County Commissioners 1400 N. 17th Avenue Greeley, Colo. 80631 Fax Number BOE Case No. Schedule#P0001650 Attention : Dear Members of the Board of Equalization: Please attach and distribute the following exhibits of Section II, page 2.13 and page 2.17 of the State of Colorado Division of Property Taxation, Volume 5 -Personal Property Valuation Manual to my protest. I have bracketed the areas that pertain to my appeal. "The Division recommends that the Assessors require taxpayers to file separate declarations schedules by location." This recommendation supports Housebill 96-1267 passed into law on June 5, 1996, with an effective date on January 1, 1997. Many of the Assessors have taken the position that personal property located within their County, and in the same taxing district, combined by locations and with a value over $2,500 is taxable. I do not read or interpret any thing in this legislation that discusses or give any indications, this position taken by the County Assessors. I feel there has been given sufficient data and evidence provided to exempt indoor advertising signs from the taxrolls. We are considerably under the $2,500 threshold by location. Again, I am respectfully requesting the Board of Equalization and each County Assessor to exempt these signs, as if there were reported on a individual basis on a separate schedule number for each retail account location. If you have any questions, please call me at 303-277-3867. Sincerely, Paul Asmus State and Local Tax Administrator SAFELY • Section II, Page 2.13 If, after due diligence, the assessor cannot ascertain the ownership of personal property, the assessor may list such property on the tax roll as "owner unknown" as allowed by 39-5-102(2) , C.R.S. In this event, the assessor should confer with the county treasurer and county attorney to determine if the landowner on which this personal property is located should be notified by the treasurer to immediately pay taxes on the personal property as authorized under the suspicion of removal statutes found in 39-10-113(2), C.R.S. A box has been provided just to the right of the name and address area to allow the taxpayer to indicate that there are no changes of any kind from the declaration schedule filed the prior year. If the taxpayer checks this • box, only Section I. DECLARATION, must be filled out and signed before the declaration schedule is returned to the assessor. The check box indicating no change from last year should only be used if the assessor has received a complete itemized list of the taxpayer's personal property in a prior year. The actual physical location of personal property, as of the January 1 assessment date, must be determined to establish its taxable situs within the boundaries of the taxing entities which will levy property taxes. A business address at which the personal property is located will assist the assessor in making this determination. If a business address is not available, the legal description of the real property at which the personal property is located should be used. The Division recommends that assessors require taxpayers to file separate declaration schedules by location. Separate listings by location are necessary because a taxpayer who owns property in more than one tax area will have different total mill levies applied to the personal property valuations in each of these areas. Also, taxpayers will then receive a breakdown of their property taxes by their business locations. To the right of the actual physical location area is a box for the taxpayer to indicate the name and address of the prior owner of the personal property. This information is useful as a cross-check to ensure there is no double assessment of this personal property. Section B - Business Start-Up Date and Product or Service Type The taxpayer is asked to furnish information concerning the start-up date of the business and its primary product or service type. This information may assist the assessor in determining if the personal property owner has filed a complete list of personal property for this type of business for each year since the business was started. 15-DPT-AS PUB ARL VOL 5 2-89 Revised 1-97 • Section II, Page 2.17 Failure on the part of the taxpayer to return the declaration schedule by April 15 will result in the addition to the tax bill of a penalty of 15% or 50 dollars of the taxes due, whichever is less. This penalty attaches to the tax bill whenever a declaration schedule is submitted after April 15 or after the last day of the extension period, if an extension has been properly requested pursuant to 39-5-116(1) , C.R.S. Failure by the taxpayer to make full and complete disclosure of all personal property may result in BIA valuations; or in omitted property valuations for up to six (6) previous years; or penalties of up to 25% of the current assessed valuation of any omitted property value above BIA value, that is discovered and added to the assessment roll as provided for in 39-5-116(2) , C.R.S. Lessor Personal Property Declaration Schedule - DS 060 to be Used by Lessors of Personal Property A separate leasing company declaration schedule titled Lessor Personal Property Declaration Schedule - DS 060, is to be used by leasing companies or any other taxpayers owning rental property at various locations. In this declaration schedule, the taxpayer provides the cost, market, and income information necessary for the assessor to value leased property owned by the taxpayer. Many large leasing companies provide a supplemental listing to this declaration schedule, however, any supplemental listing should contain the same information as this schedule and must be attached to a signed declaration schedule. The taxpayer must submit a list of the names and addresses of the users (lessees) where the leased property is located. This will allow the placement of the property, by location of the user, in the proper taxing areas. This list also allows the assessor to mail individual notices of•valuation to the lessee, if mutual agreement as to whom the property is assessable can be reached among the assessor, the lessee, and the lessor. The separate leasing company declaration schedule also provides for manufacturers of personal property who lease property as described in 39-1- 102(7.2) , C.R.S. I5-DPT-AS PUB ARL VOL 5 2-89 Revised 1-97 rie:k Le. CLERK TO THE BOARD PHONE (970) 356-4000 EXT.4225 FAX: (970) 352-0242 915 10TH STREET P.O. BOX 758 GREELEY, COLORADO 80632 wilpC. COLORADO July 23, 1997 PIN No.: P0001650 COORS BREWING COMPANY PROPERTY TAX DEPT CE332 P.O. BOX 4030 GOLDEN, CO 80401 Dear Petitioner(s): The Weld County Board of Equalization has set a date of Tuesday, July 29, 1997, at or about the hour of 8:30 a.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. A number of hearings have been scheduled at this time; peitioners will be asked to sign in with the Clerk upon arrival, and cases will be heard on a first come /first heard basis. You have a right to attend this hearing and present evidence to the Board in support of your petition. The Weld County Assessor or his representative will be present. The Board will make its decision on the basis of the record made at said 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 5, 1997, and mailed to you on or before August 10, 1997. Because of the volume of cases before the Board of Equalization, all cases shall be limited to 15 minutes, of which you will be allowed 10 minutes for your presentation. 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. COORS BREWING COMPANY - P0001650 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, BOARD OF EQUALIZATION Min sifr a . U. Warden, Clerk to the Board BY: gtmot- d g r-. Carol A. Harding Deputy Clerk to the Board cc: Warren Lasell, Assessor Hello