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HomeMy WebLinkAbout20193085.tiffJuly 30, 2019 Petitioner: HOPP JEFFREY D 3314 TRANQUILITY WAY BERTHOUD, CO 80513-8125 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 2019-3085 Appeal 2008224762 Hearing 7/30/2019 3:00 PM 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 R1884902 Adjust - Denied in Part $711,971 $696,086 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 LeL� i!"lv:yfG C. Esther E. Gesick Clerk to the Board Weld County Board of Commissioners and Board of Equalization cc: Brenda Danes, Weld County Assessor Address 3416 Memory LN 3304 Tranquility Ct 3105 Megan Way 3319 Tranquility Way 3433 Celestial Dr 3412 Memory Lane 3406 Memory Lane Ranch Ranch Ranch Ranch + Walk out Ranch Ranch multi SQ FT 4042 3720 5530 5137 4297 Price 505,000 550,900 595,000 671,000 603,577 448,500 723,800 $/SQ FT Sold 124.9381 148.0914 107.5949 130.621 104.3751 Jun -18 Mar -18 4/1/2018 5/15/2017 3/13/2018 9/20/2017 4/2/2018 Price 505,000 550,900 595,000 671,000 603,577 507,257 723,800 $/SQ FT BDROOM Bath 124.9381 5 148.0914 107.5949 130.621 118.0491 5 4 5 4 5 3 3 3 4.5 4 4.5 AV 3102 Megan Way 3217 Timeless Trail 3302 Tranquiity CT 18265 Wagon Trail, Mead 27570 Hopi Trail, Loveland Ranch Multi Ranch + Shop (30x60) Multi Ranch 4552 4273 4552 4050 4318 585,397 123 593,791 125.8589 627,600 137.8735 NO 675,000 157.9686 705,000 154.877 570,000 140.7407 595,000 137.7953 5/17/2019 $630,000 $147.44 3/2/2019 705,000 $154.88 10/2/2018 570,000 140.7407 10/9/2018 595,000 137.7953 6 5 5 3 3 3.5 3 4 3 3 3314 Tranquility Way Ranch 3314 Tranquility Way Ranch 634,520 145.851 $625,000 $145.21 5137 640,000 124.5863 5137 660,000 128.4797 Brenda Dones, Weld County Assessor Valuation Report Of Residential Improved Property For County Board of Equalization HOPP JEFFREY D Petitioner vs. Weld County Assessor's Office Respondent Docket Number: 2019-3085 Parcel Number: 106127201023 Schedule Number: R1884902 Appeal Number: 2008224762 Date: 2019-07-30 Time: 1:30 PM Board: 1 Prepared By Colleen Kentfield Assessor's Office Staff Appraiser Assessor's Indicated Value RESIDENTIAL $711,971 TOTAL: $711,971 Page 1 of 6 Subject Photo General Description and Market Summary Subject Site and Improvements The subject property is located at 3314 TRANQUILITY WAY in BERTHOUD. The legal description of the property is BER SRWH L23 SERENITY RIDGE AT WILSON HOMESTEAD PUD. The subject is a Frame Stucco house constructed in 2015. It has 2576 square feet of finished living area above grade. There are 5.00 bedrooms and 5.00 bathrooms. The Assessor has classified the structure as a Ranch 1 Story home of Good quality construction. Page 2 of 6 Market Approach Summary The subject property has been classified as Residential for assessment purposes. Residential property value shall be determined solely by consideration of the Market Approach to Value {39-1-103(5)(a), CRS}. As required by 39-1-104(10.2), CRS, the market value is determined by utilizing data from the period of one and one-half years immediately prior to June 3 0th, 2018. If sufficient comparable valuation data is not available within the eighteen -month time period, the assessor shall use market data from the five year period immediately prior to June 30th, 2018. When appropriate, all sales are to be time adjusted to the appraisal date of June 3 0th, 2018. Although the appraisal date is June 30, 2018, the physical characteristics are reflective of the property as of January 1, 2019. The comparable sales in this report were selected using county records and the Multiple Listing Services. The Weld County Assessor's Office has verified that the comparable sales are arms -length transactions based on review of the Real Property Transfer Declaration, telephone or personal confirmation interviews and physical inspections to confirm property characteristics at the time of sale. DEFINITION OF MARKET VALUE: The most probable price, as of a specified date, in cash, or in terms equivalent to cash, or in other precisely revealed terms, for which the specified property rights should sell after reasonable exposure in a competitive market under all conditions requisite to a fair sale, with the buyer and seller each acting prudently, knowledgeably, and for self interest, and assuming that neither is under undue duress. {The Appraisal Institute} The market value of the property as of June 30th, 2018 is: Assessor's Indicated Value RESIDENTIAL $711,971 TOTAL: $711,971 Page 3 of 6 Time Adjusted Sales Prices By law, sales prices are time adjusted to the appraisal date of June 30, 2018. An adjustment for time is made if during the sales collection period of January 2017 to June 30, 2018 the sale prices of properties have appreciated or depreciated due to inflation or deflation. We refer to the adjustment as a 'time' adjustment. If market conditions have not changed, no adjustment is required even though considerable time may have elapsed. <C.RSS. 39-1-104...said level of value shall be adjusted to the final day of the data -gathering period.} Sales and resales of the same or similar properties are a good indication of the changes in market conditions over time. In addition, we run simple linear regression where we graph the sales and the month the sale occurred to indicate the trend of the market. This trend is tracked as a monthly rate of change. Since we consider one of the most important aspects of market value to be location, we determine our time trends by location, also known as economic area or neighborhood, and by the use of the property (vacant land, residential, commercial). This neighborhood had 24 sales and indicates a time adjustment of 1.095% per month. 1.90- 1.70- 1.50-" O 90- . '0' . 50 C 0 O a F.- 277 1 1 OIL 5.130 10.00 15.00 20.00 25.00 Page 4 of 6 TIMEINTV Comparable 1 Comparable 2 Comparable 3 Page 6 of 6 LET COMPARABLE 1 3319 TMNQUILWAY, BERTHOUD CCM PARABLE 3 3104 MEGAN WAY , BE.RTHOUD Page 6 of 6 Lo t S EKGT 3314 TRANQ.UILITYWAY , BERTHOUD COMPARABLE 2 3304 TRANQUILITY CT, BERTHOUD WELD COUNTY ASSESSOR'S Sales Comparables Market Adjustment Grid Sale Date Sale Price TmAdj Sale Price Parcel Number Account Number Street Address Subject 03/19/2015 $506,900 $584.912 106127201023 81884902 3314 TRANQUILITY WAY TOTALIMPS•F TOTA'LLANDSF NBHDANDEXT OCCUPANCY Built -As Description Quality Condition Year Built Adjusted Year Built Residential SF Baths Basement So Feet Basement Finish Basement Walkout Garage - Attached Garage - Detached Land OutBuilding Bonus Room - Tot SF Ag Land EXCLU DECOR E1 2576.000000 27853.000000 0261 - 01 Single Family Resid' Ranch 1 Story Good Typical 2015.000000 2015.000000 2576.000000 5.000000 2554.000000 1970.000000 0.000000 882.000000 0.000000 105000.000000 0.000000 0.000000 0.000000 0.000000 Final Market Value Final Market Value / SF $711,971.00 $276.39 Comp # 1 05/09/2017 671000.00 773059.10 106127201017 R1884302 3319 TRANQUIL WAY 2576.000000 30801.000000 0261 - 01 Single Family Residentie Ranch 1 Story Good Typical 2014.000000 2014.000000 2576.000000 5.000000 2554.000000 1970.000000 1.000000 882.000000 0.000000 105000.000000 0.000000 0.000000 0.000000 $0 $0 $0 $0 $0 $0 $0 $500 $0 $0 $0 $0 $0 ($9,600) $0 $0 $0 $0 $0 $0 $0 $ Adjustment Gross % Adjustment Net % Adjustment Adjusted Sales Price Adjusted Sales Price / SF ($9,100.00) 1.3065% -1.1771% $763,959.10 $296.57 Comp # 2 02/22/2018 550900.00 575415.05 106127201043 81886902 3304 TRANQUILITY CT 1860.000000 29578.000000 0261 - 01 Single Family Residentie Ranch 1 Story Good Typical 2014.000000 2014.000000 1860.000000 3.000000 1860.000000 1498.000000 0.000000 640.000000 0.000000 105000.000000 0.000000 0.000000 0.000000 $0 $0 $0 $0 $0 $0 $0 $500 $0 $60,144 $14,400 $18,322 $10,762 $0 $16,553 $0 $0 $0 $0 $0 $0 $ Adjustment Gross % Adjustment Net % Adjustment Adjusted Sales Price Adjusted Sales Price I SF $120,680.00 20.9727% 20.9727% $696,095.05 $270.22 Comp # 3 05/25/2017 530000.00 610613.00 106127201063 R1888902 3104 MEGAN WAY 1860.000000 22676.000000 0261 - 01 Single Family Residentie Ranch 1 Story Average Typical 2013.000000 2013.000000 1860.000000 3.000000 1860.000000 1498.000000 0.000000 640.000000 0.000000 105000.000000 0.000000 0.000000 0.000000 $0 $0 $0 $0 $0 $0 $0 $1,000 $0 $60,144 $14,400 $18,322 $10,762 $0 $16,553 $0 $0 $0 $0 $0 $0 $ Adjustment Gross % Adjustment Net % Adjustment Adjusted Sales Price Adjusted Sales Price if SF $121,180.00 19.8456% 19.8456% $731,793.00 $284.08 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: Hopp Jeffrey D Contact Email: j dhopp 1 2gmail.com Contact Phone: 303-717-2057 Appeal Submitted: 05:58 AM July 15, 2019 Appeal submitted for: R1884902 - HOPP JEFFREY D 3314 TRANQUILITY WAY, BERTHOUD Legal: BER SRWH L23 SERENITY RIDGE AT WILSON HOMESTEAD PUD Reason: Value Too High - Comparison to homes sold in my neighborhood and nearby. Estimate of Value: $640,000.00 Document(s) Submitted: Account: All Accounts - 3314 Tranquility Way, 2019 Property Taxe Protest..docx Account: R1884902 - R1884902_INITIAL PROTEST.pdf You have selected the following Date Preferences: 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. uesday, July 30, 2019, from 1:30 p.m. to 4:30 p.m. Monday, July 29, 2019, from 3:00 p.m. to 4:30 p.m. Friday, July 26, 2019, from 1:30 p.m. to 4:30 p.m. Friday, July 26, 2019, from 9:00 a.m. to 12:00 p.m. 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. 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 2019-3085 X5O/0 3 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: Hopp Jeffrey D Contact Email: jdhopp 12@gmail.c m Contact Phone: 303-717-2057 Appeal Submitted: 03:46 PM June 03, 2019 Appeal submitted for: R 18 84902 - HOPP JEFFREY D 3314 TRANQUILITY WAY, BERTHOUD Legal: BER SRWEI L23 SERENITY RIDGE AT WILSON HOMESTEAD PUD Reason: Value Too High - Comparison to homes sold in my neighborhood and nearby. Estimate of Value: S 640, .00 Document(s) Submitted: Account: All Accounts - 3314 Tranquility Way, 2019 Property Tae Protest..docx 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 in your home comparisons, you are comparing custom built homes to semi custom. The builkder of many of the homes in my neighborhood is St. Aubyn. They use low end contractor grade flooring and contractor grade finishes such as cabintets0lighting etc. Construction of main framing consists of 2x4 outer walls vs. 2x6 and 2x 's used in custom buil ranch homes in my neighborhood., Builder ST Aubyn 3314 Tranquility Way Berthoud, Co 80513 Current estimate on Zi Ilow as of June 1, 2919- $674,274.00 Neighborhood: 80513 MEDIAN ZESTIMATE E !) MARKET TEMP ' 44,700 Cool 5.17% Past 12 months Ruv er-=' Market Sellers' Market Zit low predicts 80513 home values will increase 6.6% next year, compared to a 5.7% increase for Berthoud as a whole. Among 80513 homes, this home is valued 54.2% more than the m id p lint (median) home, and is valued 27.1% more per square food:. V1/4/Mk Score 0 (Car -Dependent) WI Transit Score TliA 0 ( N o Nearby Transit) Builder ST Aubyn 3102 Megan Way Berthoud, Co 80513 6 beds 3.5 baths 4,552 sq ft GATE EVENT PRICE $/SQFT SOURCE 8/11/2018 Listing. removed $627,600 Inc. 7/2/2018 Pending sale $627,600 Inc. 6/26/2018 Listed for sale $627,600 Builder ST Aubyn 3217 Timeless Trl, Berthoud, CO 80513 5 bd3 ba 4273 sqft Zestimate: $628,537 2/5/2018 5/17/2019 Listed for sale $675,000 Pending sale $630,000 -- Time on Zillow 179 days (Current). $138 Keller Williams 1st Realty Associates $138 Keller Williams 1st Realty Associates +56.9% $138 Keller Williams 1st Realty Builder ST Aubyn 3302 Tranquility Ct Berthoud, CO 80513 5 beds 4 baths 4,552 sqft + Massive 30x60 Hobby Shop. sold on 03/12/19 - $705,000 3416 Memory Ln Berthoud, CO 80513 5 beds 3 baths 4,042 sqft Sold on 06/25/18 - SOLD: $505,000 3105 Megan Way Berthoud, Co 80513 4 beds 3 baths 5,530 sqft Sold on 04/11/18- SOLD: $505,000 Current Zestirnate®: $653,343 18265 Wagon Tri Mead, Co 80542 3 beds 3 baths 4,050 sqft Sold on 10/02/18 SOLD: $570,000 27570 Hopi Trl Loveland, CO 80534 3 beds 3 baths 4,318 sqft a ; F 5_ • 6,2019 Gpogle Map data e2019 '�' Street ,few July 25, 2019 Petitioner: HOPP JEFFREY D 3314 TRANQUILITY WAY BERTHOUD, CO 80513-8125 CLERK TO THE BOARD PHONE (970) 400-4226 FAX (970) 336-7233 WEBSITE: www.weldqov.com 1150 O STREET P.O. BOX 758 GREELEY CO 80632 Agent (if applicable): RE: THE BOARD OF EQUALIZATION 2019, WELD COUNTY, COLORADO NOTIFICATION OF HEARING SCHEDULED Docket 2019-3085, AS0103 Appeal 2008224762 Hearing 7/30/2019 3:00 PM Account(s) Appealed: R1884902 Dear Petitioner(s): The Weld County Board of Equalization has set a date of July 30, 2019, at or about the hour of 3:00 PM, to hold a hearing on your valuation for assessment. This hearing will be held at the Weld County Administration Building, Assembly Room, 1150 O Street, Greeley, Colorado. You have a right to attend this hearing and present evidence in support of your petition. The Weld County Assessor or his designee will be present. The Board will make its 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 5, 2019, and mailed to you within five (5) business days. Because of the volume of cases before the Board of Equalization, most cases shall be limited to 10 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. If you wish to discuss your value with the Assessor's Office, please call them at (970) 400-3650. If you wish to obtain the data supporting the Assessor's valuation of your property, please submit a written request to assessor@weldgov.com. Upon receipt of your written request, the Assessor will notify you of the estimated cost of providing such information. Payment must be made prior to the Assessor providing such information, at which time the Assessor will make the data available within three (3) working days, subject to any confidentiality requirements. 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 Esther E. Gesick Clerk to the Board Weld County Board of Commissioners and Board of Equalization cc: Brenda Dones, Assessor Hello