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HomeMy WebLinkAbout2013-02-13 Glaser Presentationnts - DU History June 2009 Nov 2010 Feb 2011 Resolution Adopting Assessment: Sheehy Special Assessment $379,000 District Court Decision Special Benefit $2417000 Sheehy claimed Special Benefit $164,000 March 2012 Feb 2013 Court of Appeals Special Benefit $2497000 Reassessment of Special Benefit uOUrt's uraer 011 "The City shall perform a reassessment of the special benefit to the Sheehy property that resulted from the Backage Road Project, which shall be consistent with this oainion" --s- "reassessment shall not exceed $249,000." u -.rrs u o--- u -- - on - -- a-- - - - _c %No ON, "The special benefit to the Sheehy Property from the Backage Road Project was [$249,000]." SDec-a- Benet Special Benefit of an assessment is " measured by the increase in market value of the land owing to the improvement." SDec-a- Benet sw Market value AFTER the public improvements sw Market value BEFORE the public improvements sw Difference = Special Benefit New Special Benefit to Sheehy Property sw Market value AFTER the public improvements sw Market value BEFORE the public improvements sw Difference = Special Benefit $947,000 $675,000 $272,000 Court's Opinion " reassessment of the special benefit ... shall be consistent with this opinion" ON, "The special benefit to the Sheehy Property from the Backage Road Project was [$249,000]." Sioeda- Benefit Dete-m nat-on -rf s Orae Cons -stent - - � - - tne - Special benefit Court imposed benefit per new appraisal maximum special $272,000 $249,000 09 Special Benefit $249,000 History June 2009 Resolution Adopting Assessment: Sheehy Special Assessment Originally: $379,000 Reassessed- $249,000 Feb 2013 Reassessment of Special Benefit $2497000 Assessment Heso ut on Adoiot na Sioec a %Z09 omea June 2009 -dam s-- Resolution includes: Sets interest rate Defines installment payments Number of years for payback Explaining how to make payment Date for first payment Creating an "Assessment Roll" a Defining each parcel which benefits from the improvements a Identifying the owners of each parcel a Defining the amount of special benefit received by each parcel RESPONSE TO s -yis LETTER Issues: For Reassessment Court Order: Reassessment of the Special Benefit — "not to exceed" $249,000. Court Opinion: "The special benefit to the Sheehy Property from the Backage Road Project was [$249,000].)) Court Order: Reassessment of Special Benefit "shall be consistent with this opinion." Issues: NOT Part of a Reassessment Invalidating the Resolution adopting the assessment as to the City's parcels. Sheehy's $164,000 payment to City $21,000 Credit How To Calculate Interest Sneeny's New Appraisal Now Sheehy claims benefit = $0 Then (to the court) benefit = $164,000 The Court rejected Sheehy's appraisal and presumed an amount greater than $164,000 The Court rejected City's appraisal and presumed an amount less than $379,000 .61 "The special benefit to the Sheehy Property from the Backage Road Project was [$249,000]." Sheehy --s ------ew a-sa- — Peason #1 s-- Now Preferred access is 21 St Avenue Then (to the court) Preferred access is 21St Avenue s-- Court Rejected Sheehy's Argument: "The evidence fails to establish any change in the market value of the Sheehy Property due to the alternative access via Commerce Drive." Sheehy --s ------ew a-sa- — Peason #2 s-- Now s-- Then (to the court) Best access is Northern - Best access is Northern Lights Boulevard Lights Boulevard s-- Court Rejected Sheehy's Argument: Must consider conditions existing in 2008/2009. "[T]he Court believes that the evaluation of the post - improvement market value should usually coincide with the completion of the project." Sheehy --s ------ew a-sa- — Peason s-- Now s-- Then (to the court) Sheehy to connect to - Sheehy to connect to utilities on 21 St Avenue utilities on 21 St Avenue s-- Court Rejected Sheehy's Argument "It is not, for example, relevant whether Sheehy's lot is physically served by only one holding pond. The project must be evaluated as a whole with the special benefit to the accessed lots measured by the change in their market values." Sheehy --s -sa- — - - - � - - - - Peason 4 s-- Now Access to Sheehy property using a portion of Commerce Drive. Then (to the Court) e Various arguments for only using pieces of the Backage Road Project. s-- Court Rejected Sheehy's Argument: - same as Reason #3 — Must look at the project as a whole 6 .gmmi 0 - -000 _ s-- Now Sheehy wants a $21,000 credit from the City Then (to the Court) Sheehy wanted a $21,000 credit from the City s-- Court Rejected Sheehy's Argument: "As a historical fact, the City did provide a credit to Sheehy ... no evidence was presented to show the City had any obligation to do so." "The court concludes that the market value of the Sheehy Property before the Backage Road Project would not reflect this subsidy" uAOWQ&alculating Interest Minn.Statute 429.061 subd. 2 & 3 "The assessment, with accruing interest, shall be a lien upon all private and public property including therein, from the date of the resolution adopting the assessment." "All assessments and interest thereon shall be collected and paid over in the same manner as other municipal taxes. " Property tax law: After appealing a tax, interest on property tax is calculated from the original date tax is due, not from the date of the Court's order. Resolution adopting the assessment = 6/10/2009 uA6WQ&alculating Interest Summary Scenario C nterest Rate 5.75% -ourt Ordered Assessment Cap 249,000.00 Accrued Interest - 6/10/09 to 12/8/10 21,516.02 Assessed Amount 249,000.00 New Amount + accrued interest 12/9/10 270,516.02 �heehy Partial Payment (164,000.00) Sheehy Pays on 12/8/10 164,000.00 Accrued Interest 5.75% 35,075.36 Total Owed by Sheehy to New Amount minus Payment 106,516.02 Centerville 2/13/13 120,075.36 Accrued Interest - 12/9/10 to 2/13/13 13,559.34 Sheehy Court Costs affirmed by unt Due on 2/13/13 120,075.36 1court of appeals 56,908.61 Accrued Interest 3/11/11 to .ped Interest - 2/14/13 to 12/31/13 6,156.36 /13/13 4.00% 4,396.77 unt Due and to be assessed 12/31/13 if not Total Owed by Centerville to on 2/13/13 126,231.73 Sheehy 2/13/13 61,305.38 Sneeny,S Payment In 2010 e Sheehy paid $164,000 toward their assessment (12/8/10) (Remember: Sheehy argued to Court their special assessment should have been $164,000) M.S. 429.071 subd. 2, allows for either: reassessment, or new assessment Court did not order a "new assessment" as allowed by statute Court ordered a "reassessment" of the special benefit to the property 4zto- ry Dec 2010 June 2009 Nov 2010L Feb 2011 Resolution Adopting ASSPSSmPnt- Sheehy Special Assessment $3797000 Di rict Court Decision Special Benefit $2417000 Sheehy claimed Special Benefit $1647000 Sheehy paid City $164,000 For special assessment March 2012 Feb 2013 Court of Appeals Special Benefit $2497000 Reassessment of Special Benefit