HomeMy WebLinkAbout20192549.tiffAugust 6, 2019
Petitioner:
WHALEN DAVID E
2480 BELLANCA CT
ERIE, CO 80516-8130
CLERK TO THE BOARD
PHONE (970) 400-4226
FAX (970) 336-7233
WEBSITE: www.weldgov.com
1150 O STREET
P.O. BOX 758
GREELEY CO 80632
Agent (if applicable):
RE: THE BOARD OF EQUALIZATION 2019, WELD COUNTY, COLORADO
NOTICE OF DECISION
Docket 2019-2549 Appeal 2008224301 Hearing 8/5/2019
Dear Petitioner:
On the day indicated above, the Board of County Commissioners of Weld County Colorado convened and
acting as the Board of Equalization, pursuant to C.R.S. §39-8-101 et seq., considered petition for appeal of
the Weld County Assessor's valuation of your property described above, for the year 2019.
Account # Decision
The Assessment and valuation is set as follows:
Actual Value as Actual Value as Set by
Determined by Assessor Board
R5823786 Stipulated - Approved
Stipulated Value
$641,035 $557,970
A denial of a petition, in whole or in part, by the Board of Equalization must be appealed within thirty (30)
days of the date the denial is mailed to you. You must select only one of the following three (3)
options for appeal:
1. Appeal to Board of Assessment Appeals: You have the right to appeal the County Board of
Equalization's decision to the Colorado Board of Assessment Appeals. A hearing before that Board
will be the last time you may present testimony or exhibits or other evidence, or call witnesses in
support of your valuation. If the decision of the Board of Assessment Appeals is further appealed to
the Court of Appeals pursuant to C.R.S. §39-8-108(2), only the record of proceedings from your
hearing before the Board of Assessment Appeals and your legal brief are filed with the appellate
court.
All appeals to the Board of Assessment Appeals filed after August 10, 2019, MUST comply with the
following provisions of C.R.S. §39-8-107(5):
(5)(a)(I) On and after August 10, 2019, in addition to any other requirements under law, any petitioner
appealing either a valuation of rent -producing commercial real property to the Board of Assessment Appeals
pursuant to C.R.S. §39-8-108(1) or a denial of an abatement of taxes pursuant to C.R.S. §39-10-114 shall
provide to the County Board of Equalization or to the Board of County Commissioners of the County in the
case of an abatement, and not to the Board of Assessment Appeals, the following information, if applicable:
(A) Actual annual rental income for two full years including the base year for the relevant property tax year;
(B) Tenant reimbursements for two full years including the base year for the relevant property tax year;
(C) Itemized expenses for two full years including the base year for the relevant property tax year; and
(D) Rent roll data, including the name of any tenants, the address, unit, or suite number of the subject
property, lease start and end dates, option terms, base rent, square footage leased, and vacant space for
two full years including the base year for the relevant property tax year.
(II) The petitioner shall provide the information required by subparagraph (I) of this paragraph (a) within
ninety days after the appeal has been filed with the Board of Assessment Appeals.
(b)(I) The Assessor, the County Board of Equalization, or the Board of County Commissioners of the
County, as applicable, shall, upon request made by the petitioner, provide to a petitioner who has filed an
appeal with the Board of Assessment Appeals not more than ninety days after receipt of the petitioner's
request, the following information:
(A) All of the underlying data used by the county in calculating the value of the subject property that is being
appealed, including the capitalization rate for such property; and
(B) The names of any commercially available and copyrighted publications used in calculating the value of
the subject property.
(II) The party providing the information to the petitioner pursuant to subparagraph (I) of this paragraph (b)
shall redact all confidential information contained therein.
(c) If a petitioner fails to provide the information required by subparagraph (I) of paragraph (a) of this
subsection (5) by the deadline specified in subparagraph (II) of said paragraph (a), the County may move
the Board of Assessment Appeals to compel disclosure and to issue appropriate sanctions for
noncompliance with such order. The motion may be made directly by the County Attorney and shall be
accompanied by a certification that the County Assessor or the County Board of Equalization has in good
faith conferred or attempted to confer with such petitioner in an effort to obtain the information without action
by the Board of Assessment Appeals. If an order compelling disclosure is issued under this paragraph (c)
and the petitioner fails to comply with such order, the Board of Assessment Appeals may make such orders
in regard to the noncompliance as are just and reasonable under the circumstances, including an order
dismissing the action or the entry of a judgment by default against the petitioner. Interest due the taxpayer
shall cease to accrue as of the date the order compelling disclosure is issued, and the accrual of interest
shall resume as of the date the contested information has been provided by the taxpayer.
Appeals to the Board of Assessment Appeals must be made on forms furnished by that Board, and must be
mailed or delivered within thirty (30) days of the date the denial by the Board of Equalization is mailed to
you.
The address and telephone number of the Board of Assessment Appeals are:
Board of Assessment Appeals
1313 Sherman Street, Room 315
Denver, Colorado 80203
Telephone Number: (303) 864-7710
Email: baa@state.co.us
Fees for Appeal to the Board of Assessment Appeals: A taxpayer representing himself is not charged for the
first two (2) appeals to the Board of Assessment Appeals. A taxpayer represented by an attorney or agent
must pay a fee of $101.25 per appeal.
OR
2. Appeal to District Court: You have the right to appeal the decision of the Board of Equalization to the
District Court of the county wherein your property is located: in this case that is Weld County District
Court. A hearing before The District Court will be the last time you may present testimony or exhibits
or other evidence, or call witnesses in support of your valuation. If the decision of the District Court is
further appealed to the Court of Appeals pursuant to C.R.S. §39-8-108(1), the rules of Colorado
appellate review and C.R.S. §24-4-106(9), govern the process.
OR
3. Binding Arbitration: You have the right to submit your case to binding arbitration. If you choose this
option, the arbitrator's decision is final and you have no further right to appeal your current
valuation. C.R.S. §39-8-108.5 governs this process. The arbitration process involves the following:
a. Select an Arbitrator: You must notify the Board of Equalization that you will pursue
arbitration. You and the Board of Equalization will 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 (i.e. Weld) will select the arbitrator.
b. Arbitration Hearing Procedure: Arbitration hearings are held within sixty (60) days from the
date the arbitrator is selected, and are set by the arbitrator. Both you and the Board of
Equalization are entitled to participate in the hearing. The hearing is informal. The arbitrator
has the authority to issue subpoenas for witnesses, books, records documents and other
evidence pertaining to the value of the property. The arbitrator also has the authority to
administer oaths, and determine all questions of law and fact presented to him. The
arbitration hearing may be confidential and closed to the public if you and the Board of
Equalization agree. The arbitrator's decision must be delivered personally or by registered
mail within ten (10) days of the arbitration hearing.
c. Fees and Expenses: The arbitrator's fees and expenses are agreed upon by you and the
Board of Equalization. In the case of residential real property, the fess may not exceed
$150.00 per case. For cases other than residential real property, the arbitrator's total fees
and expenses are agreed to by you and Board of Equalization, but are paid by the parties as
ordered by the arbitrator.
If you have questions concerning the above information, please call me at (970) 400-4226.
Very truly yours,
BOARD OF EQUALIZATION
Esther E. Gesick
Clerk to the Board
Weld County Board of Commissioners
and Board of Equalization
cc: Brenda Dones, Weld County Assessor
COUNTY BOARD OF EQUALIZATION
WELD COUNTY
Single County Schedule Number R5823786
STIPULATION (As To Tax Year 2019 Actual Value)
RE PETITION OF :
NAME:
ADDRESS:
David Whalen
2480 Bellanca Ct
Erie, CO
80516-8130
Petitioner (s) and the Weld County Assessor hereby enter into this Stipulation
regarding the tax year 2019 valuation of the subject property, and jointly move the
Board of Equalization to enter its order based on this Stipulation.
Petitioner (s) and Assessor agree and stipulate as follows:
1. The property subject to this Stipulation is described as:
ERI EA2-10 L10 BLK2 ERIE AIR PARK SUB
2. The subject property is classified as Residential property.
3. The County Assessor originally assigned the following actual value to the
subject property for the tax year 2019
Total $641,035
4. After further review and negotiation, Petitioner (s) and Weld County Assessor
agree to the following tax year 2019 actual value for the subject property:
Total $557,970
5. The valuation, as established above, shall be binding only with respect to tax
year2019
6. Brief narrative as to why the reduction was made:
Structural issues.
7. Both parties agree that:
[71The hearing scheduled before the Board of Equalization on 7/25/19
at 1:30pm be vacated.
nA hearing has not yet been scheduled before the Board of Equalization.
1
00(9-Qsc19
A50 (03
DATED this 17th day of July , 2019 ,
C.,id E. Whulrn {Jut 18.2081
Petitioner(s) or Agent or Attorney
Address:
2480 Bellanca Court
Erie, CO 80516
Telephone: 303-776-5907
Docket Number R5823786
Stip-1.Frm
(Assistant) County Attorney for
Respondent, Weld County Board of
Commissioners
Address:
1150 "O" Street
P.O. Box 758
Greeley, CO 80632
Telephone:(970) 336-7235
County Assessor
Address:
1400 N.17th Avenue
Greeley, CO 80631
Telephone: (970) 400-3650
2
R5823786/Whalen
Final Audit Report
2019-07-18
Created: 2019-07-17
By: Debra Jakino (djakino@co.weld.co.us)
Status: Signed
Transaction ID: CBJCHBCAABAA9JSvPN5ZyFsnBoNUUURg6ejfbN2AFytt
"R5823786/Whalen" History
' Document created by Debra Jakino (djakino@co.weld.co.us)
2019-07-17 - 5:13:02 PM GMT- IP address: 204.133.39.9
Document emailed to Debra Jakino (djakino@co.weld.co.us) for approval
2019-07-17 - 5:13:03 PM GMT
e Document approved by Debra Jakino (djakino@co.weld.co.us)
Approval Date: 2019-07-17 - 5:13:18 PM GMT - Time Source: server- IP address: 204.133.39.9
Iwo; Document emailed to Marta Arndt (marndt@weldgov.com) for approval
2019-07-17 - 5:13:19 PM GMT
kj) E• mail viewed by Marta Arndt (marndt@weldgov.com)
2019-07-17 - 5:18:12 PM GMT- IP address: 204.133.39.9
Jo Document approved by Marta Arndt (marndt@weldgov.com)
Approval Date: 2019-07-17 - 5:21:24 PM GMT - Time Source: server- IP address: 204.133.39.9
E? D• ocument emailed to Brenda Dones (bdones@co.weld.co.us) for signature
2019-07-17 - 5:21:25 PM GMT
E• mail viewed by Brenda Dones (bdones@co.weld.co.us)
2019-07-17 - 9:24:13 PM GMT- IP address: 204.133.39.9
(xe Document e -signed by Brenda Dones (bdones@co.weld.co.us)
Signature Date: 2019-07-17 - 9:24:51 PM GMT - Time Source: server- IP address: 204.133.39.9
D• ocument emailed to David E. Whalen (jwhalen@boulder.net) for signature
2019-07-17 - 9:24:52 PM GMT
`'— Email viewed by David E. Whalen (jwhalen@boulder.net)
2019-07-17 - 9:47:21 PM GMT- IP address: 24.8.89.204
Adobe Sign
Document e -signed by David E. Whalen (jwhalen@boulder.net)
Signature Date: 2019-07-18 - 4:48:47 PM GMT - Time Source: server- IP address: 24.8.89.204
Document emailed to Karin McDougal (weld-cboe@weldgov.com) for signature
2019-07-18 - 4:48:49 PM GMT
Email viewed by Karin McDougal (weld-cboe@weldgov.com)
2019-07-18 - 5:02:26 PM GMT- IP address: 204.133.39,9
Document e -signed by Karin McDougal (weld-cboe@weldgov.com)
Signature Date: 2019-07-18 - 11:49:19 PM GMT - Time Source: server- IP address: 204.133.39.9
Signed document emailed to canaya@weldgov.com, Karin McDougal (weld-cboe@weldgov.com), Debra Jakino
(djakino@co.weld.co.us), David E. Whalen (jwhalen@boulder.net), and 2 more
2019-07-18 - 11:49:19 PM GMT
Adobe Sign
Thank you for submitting an appeal to the Weld County Board of Equalization. We will review the
information submitted and you will receive a date to appear before the board.
Contact Information:
Contact Name: Janice Whalen
Contact Email: jwhalen@boulder.net
Contact Phone: 303-776-5907
Appeal Submitted: 02:29 PM July 01, 2019
Appeal submitted for:
R5823786 - WHALEN DAVID E
2480 BELLANCA CT, ERIE
Legal: ERI EA2-10 L 10 BLK2 ERIE AIR PARK SUB
Reason: Value Too High - See attached
Estimate of Value: $575,000.00
Document(s) Submitted:
Account: R5823786 - 2019 tax appeal protest fonn.pdf
Account: All Accounts - 2019 tax appeal letter.pdf
Account: R5823786 - R5823786_INITIAL PROTEST.pdf
You have selected the following Date Preferences:
Thursday, July 25, 2019, from 1:30 p.m. to 4:30 p.m.
Thursday, July 25, 2019, from 9:00 a.m. to 12:00 p.m.
Monday, July 29, 2019, from 3:00 p.m. to 4:30 p.m.
Tuesday, July 30, 2019, from 1:30 p.m. to 4:30 p.m.
Thursday, August 1, 2019, from 1:30 p.m. to 3:30 p.m.
Thursday, August 1, 2019, from 9:00 a.m. to 12:00 p.m.
The Appeal process can take several weeks for us to complete. You will receive a written decision
on your appeal within five (5) working days of your hearing.
We thank you for your submittal.
Weld County Board of Equalization
2019-2549
A50103
Thank you for submitting an appeal to the Weld County Assessor's Office. We will review the
information submitted and if we have questions we will contact you at one of the following:
Contact Information:
Contact Name: Janice Whalen
Contact Email: jwhalen@boulder.net
Contact Phone: 303-776-5907
Appeal Submitted: 01:47 PM May 29, 2019
Appeal submitted for:
R5823786 - WHALEN DAVID E
2480 BELLANCA CT, ERIE
Legal: ERI EA2-10 L10 BLK2 ERIE AIR PARK SUB
Reason: Value Too High - See attached
Estimate of Value: $575,000.00
Document(s) Submitted:
Account: R5823786 - 2019 tax appeal protest forn.pdf
Account: All Accounts - 2019 tax appeal letter.pdf
The Appeal process can take several weeks for us to complete. We will mail a decision on your
appeal by June 30th for real property and by July 10th for business personal property and/or oil and
gas.
We thank you for your submittal.
Weld County Assessor's Office
(970) 400-3650
APPEAL OF 2019 REAL PROPERTY NOTICE OF VALUATION
Account: R5823786
Address: 2480 Bellanca Court
Subdivision: ERI EA2-10 L10 BLK2 ERIE AIRPARK SUB
2017 Valuation: $624,891
2019 Valuation: $641,035
Proposed Valuation: $575,000
I . My subdivision was declared as "blighted" by the Town of Erie in 2014. Since then, nothing has
been done to amend or change this designation.
2. Though the streets in my subdivision are paved, they have been declared, "sub -standard" by
the Town of Erie. The Town of Erie has further stated there is no intent to bring the roads up to
standard.
2a. Specifically, Bellanca Court is slowly disappearing due to encroaching grass and weeds growing
through the pavement despite my best efforts of vegetation control at my own cost.
3. There are no sidewalks, curbs or street lights on Bellanca Court or anywhere else in my
subdivision.
4. There is no street maintenance whatsoever including, but not limited to, snow plowing. As a
senior citizen it is imperative that I have ingress and egress to my home year round. Therefore, during
the winter months I must rely on my neighbor to plow all of Bellanca Court.
5. The only access into the subdivision, Bonanza Drive, is still, slowly sinking due to old mine
shafts. Once again, in 2018, as in years past, efforts were made to pump a stabilizing "filler" beneath
the street. This appears to be a yearly process necessary to maintain a street which is navigable by
large vehicles (IE school bus and emergency fire equipment).
6. I have no municipal sewer service. I provide and maintain a private septic waste disposal
system.
All of the following properties are within The Erie Air Park subdivision. Based on the sale prices below
along with the above reasons, I propose that the value of my property is adjusted to $575,000. All of
the properties listed below as well as my own are 2 acre lots.
It is critical to note that all the properties surrounding the Erie Air Park are of a completely different
generation and class and should not be used as comps. In determining the true and correct valuation
of my property I respectfully request that you consider the following:
2017/2019 Comparative Sales:
Sold Date Sold Price Address
2019/03/06 $600,000 2955 Piper Dr S, Erie, CO 80516
2019/03/01 $420,000 270 Viking Ct, Erie, CO 80516
2018/06/08 $610,000 185 Piper Dr, Erie, CO 80516
Beds/Baths Size
4 beds3 baths
6beds3 baths
4 beds3 baths
2,296
4,700
2,606
2018/05/16 $695,000
2018/02/05
2017/11/06
2017/10/16
2017/03/27
$380,000
$540,000
$530,750
$688,000
250 Cessna Dr, Erie, CO 80516
190 Cessna Dr, Erie, CO 80516
150 Cessna Dr, Erie, CO 80516
155 Commander Dr, Erie, CO 80516
265 Skylane Dr, Erie, CO 80516
Thank you for your thoughtful consideration of my appeal.
Sincerely,
David E. Whalen
3 beds3 baths
5 beds3 baths
4 beds4 baths
4 beds2 baths
4 beds3 baths
4,204
3,360
3,398
2,423
2,960
Weld1400 CountyAve Assessor
N 17th • Greeley, CO 80631
Presorted First Class
U.S. Postage
PAID
The Master's Touch, LLC
2019 REAL PROPERTY VALUATION INSIDE
THIS IS NOT A TAX BILL.
44010'53"G50*-AUTO"5-DIGIT 80513
WHALEN DAVID E
2480 BELLANCA CT
ERIE CO 80516-8130
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2019 REAL PROPERTY PROTEST FORM
You may appeal the valuation and/or classification by June 1st online, in person, or mail this form to the assessor
Website: www weldgay.com/deaartments/assessor Email: appealsi weldgov.com
Location/Mailing: 1400 N. 17th Avenue, Greeley, CO 80631 Phone: 970-400-3650 Fax: 970-304-6433
Response only required if you wish to appeal the 2019 value
Account Number. R5623768
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Property Owner: WHALEN DAVID E
What Is your estimate of the property's value as of June 30, 2018? $ I L'‘
TO APPEAL ACCOUNT R5823788 CHECK HERE
YOUR REASON FOR APPEALING THE VALUE IS.
Pleasieettaoh edd>gonal information aft necessary
Signature . }Telephone Number Date
L 1vx,\c r1 'tL I iC` 'Lt : PJC
E -Mail Address
AGENT AUTHORIZATION: You must provide written authorization If you are using an agent. The agent's
name, mailing address, a{nall address, and telephone number must be provided.
YOUR RIGHT TO APPEAL THE PROPERTY VALUATION AND/OR
CLASSIFICATION TO THE ASSESSOR EXPIRES JUNE 1, 2019.
If the date for filing any document falls upon a Saturday, Sunday or legal holiday, it shall be deemed timely filed if
postmarked or received on the next business day. 39-1-120(3), C.R.S.
5[>;_7)(.
Weld County Assessor
1400 N 17th Ave
Greeley, CO 80631
Presorted First Class
U.S. Postage
PAID
The Master's Touch, LLC
2019 REAL PROPERTY VALUATION INSIDE
THIS IRNQT A TAX BILL
44010'53"G50""'AUTO"5-DIGIT 80513
WHALEN DAVID E
2480 BELLANCA CT
ERIE CO 80516-8130
llllil,ll"ll'llll"II I,lI'llllll'I'III'lllllil'Illllill'I'
2019 REAL PROPERTY PROTEST FORM
You may appeal the valuation and/or classification by June 1st online, in person, or mail this form to the assessor.
Website; www weldaov.com/deaartments/assessor Email: appeals@weldgov.com
Location/Mailing: 1400 N. 17th Avenue, Greeley, CO 80631 Phone: 970-400-3650 Fax: 970-304-6433
Response only required if you wish to appeal the 2019 value
Account Number: R5823788
III1I�1111HIliillliillollll[ 111011llll1
Property Owner: WHALEN DAVID E
What is your estimate of the property's value as of June 30, 2018? $
TO APPEAL ACCOUNT R5823786 CHECK HERE
YOUR REASON FOR APPEALING THE VALUE IS
Pleeed attach eddi tonal information ea necessary.
Date
Signature ;--, Telephone Number
1)C2
E -Mail Address
AGENT AUTHORIZATION: You must provide written authorization If you are using an agent The agent's
name, mailing address, e-mail address, and telephone number must be provided.
YOUR RIGHT TO APPEAL THE PROPERTY VALUATION AND/OR
CLASSIFICATION TO THE ASSESSOR EXPIRES JUNE 1, 2019.
If the date for filing any document falls upon a Saturday, Sunday or legal holiday, it shall be deemed timely filed if
postmarked or received on the next business day. 39-1.120(3), C.R.S.
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