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Board of Supervisors' Agenda January 17, 2018 2016: TX2016-000012; 2017: ST2017-000074; ST2017-000140; TX2016-000878; TX2016-001033; 2017/2018: ST2017-000334; 2018: ST2017-000137; ST2017-000139; ST2017-000142; ST2017-000148; ST2017- 000341; SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 12/19/2017 Maricopa County 14 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: COMUS Prepared by: CHAPPELIN / LYLES Employee #: 7824 / 3683 Tax Case: TX2016-000012 Parcel #: see attached Tax Year: 2016 Plantiff 155 RIVULON BLVD/NATIONWIDE REALTY INV LAND IMPS FCV RATIO CURRENT 16,091,775 0 16,091,775 see parcel RECOMMENDED: 53,200 N/C 53,200 TASR' s Personal Property: See attached Reason: CODE 19 - Per Judgment TX2016-000012 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A Totals: Parcel Current: Number Tax Tax Date: 304-55-440 304-55-425 304-55-010V 304-55-010U 304-55-0101 304-55-0105 304-55-010Q 304-55-010K 304-55-010H 304-55-009P 304-55-009D 304-55-009B 304-55-007D 304-55-001Y Case: Year: of 19-DEC-17 0022 0012 0022 0022 0022 0022 0022 0022 0022 0022 4110 0014 0022 0022 PUC Parcels: 2016 TX2016-000012 14 16,091,775 4,235,435 1,704,500 73,000 148,500 65,000 710,400 610,400 1,566,300 1,581,300 1,893,900 11,140 27,500 2,756,300 708,100 Land o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Impr Reason: Attorney: Plaintiff: 16,091,775 4,235,435 1,704,500 73,000 148,500 65,000 710,400 610,400 1,566,300 1,581,300 1,893,900 11,140 27,500 2,756,300 708,100 FCV CODE COMUS 155 TAX 19 RIVULON APPEAL - Per 10,097,485 2,837,741 450,895 48,910 99,495 43,550 475,968 408,968 1,049,421 1,059,471 1,268,913 10,569 22,436 1,846,721 474,427 LPV Judgment BLVD/NATIONWIDE 2.R 2.R 2.R 2.R 2.R 2.R 2R@ 2R@ 2R@ 2.R 2.R 2.R 2.R 2.R Class SETTLEMENT @ @ @ @ @ @ @ @ @ @ @ TX2016 15% 15% 15% 15% 15% 15% 15% 15% 15% 15% 15% 15% 15% 15% 1 1 1 1 1 I 1 REALTY 14110 14110 14110 4110 4110 14110 4110 14110 4110 4110 N/C 4110 14110 14110 PUC -000012 Recommended: INVES/ RECOMMENDATION 53,200 630 13,100 140 300 120 2,300 1,900 9,700 9,800 9,800 1,000 170 740 3,500 Land Basis: Specialist: Appraiser: 0 N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C Impr LYLES CHAPPELL NORMAN 53,200 630 13,100 140 300 120 2,300 1,900 9,700 9,800 9,800 1,000 170 740 3,500 FCV Page: N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C N/C Class 1 of SP27070 1 89 89 B9 B9 89 B9 89 89 B9 89 B9 89 B9 B9 Rule 2017 SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 12/19/2017 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: / LYLES Employee #: / 3683 Tax Case: ST2017-000074 Parcel #: see attached Tax Year: 2017 Plantiff: 70 EAST MITCHELL LP LAND IMPS FCV RATIO CURRENT 204,200 309,000 513,200 see parcel RECOMMENDED: 129,316 195,684 325,000 TASR' s Personal Property: See attached Reason: CODE 19 - Per Judgment ST2017-000074 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A Totals: 118-33-103A 118-33-102A Parcel Current: Number Tax Tax Date: Case: Year: of 19-DEC-17 1074 0356 PUC 2017 Parcels: ST2017-000074 2 204,200 102,100 102,100 Land 309,000 309,000 lmpr 0 Reason: Plaintiff: Attorney: 513,200 102,100 411,100 FCV CODE LEIBSOHN 70 EAST TAX 19 - APPEAL Per MITCHELL 384,900 76,575 308,325 LPV Judgment LP 4.1 4.1 Class SETTLEMENT @ @ 10% I 10% I ST2017-000074 N/C N/C PUC Recommended: RECOMMENDATION 129,316 64,658 64,658 Land Basis: Specialist: Appraiser: 195,684 N/C 195,684 Impr LYLES 325,000 64,658 260,342 FCV Page: N/C N/C Class 1 of SP27070 1 B9 B9 Rule SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION • Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVINE / LYLES Date: 12/06/2017 Employee #: 7813 / 3683 Tax Case: ST2017-000140 parcel #: 300-81-021 Year: 2017 Plantiff MCCARTY CHRIS & JENNIFER / BOGARDUS VI LAND IMPS FCV RATIO CURRENT 105,700 0 105,700 15.00 % RECOMMENDED: 87,200 N/C 87,200 N/C (Y0 Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2017-000140 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 2.R @ 15.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PVC IMPS 0 % CLASS 0013 0 % CLASS 0 % CLASS SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty. Atty: LEIBSOHN Prepared by: CHAPPED\ / LYLES Date: 12/08/2017 Employee #: 7824 / 3683 Tax Case: TX2016-000878 Parcel #: 200-41-001V Year: 2017 Plantiffi LSREF GOLDEN PROPERTY 14 AZ LLC LAND IMPS FCV RATIO CURRENT 1,521,524 3,478,476 5,000,000 10.00 % RECOMMENDED: 1,125,928 2,574,072 3,700,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2016-000878 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 4.5 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 4.5 @ 10.00 % 1940 0 % CLASS @ 0.00 % 0 % CLASS * 0.00 % 2017/2018 SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVINE / LYLES Date: 12/06/2017 Employee #: 7813 / 3683 Tax Case: ST2017-000334 Parcel ft: 168-35-031 Year: 2017 Plantiff: CHOLLA DRIVE PV LW LAND IMPS FCV RATIO CURRENT 268,500 1,074,000 1,342,500 10.00 % RECOMMENDED: 160,000 640,000 800,000 N/C Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2017-000334 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 4.2 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 4.2 @ 10.00 % 0181 0 % CLASS @ 0.00 % 0 % CLASS g 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVINE / LYLES Date: 12/06/2017 Employee #: 7813 / 3683 Tax Case: ST2017-000334 Parcel #: 168-35-031 Year: 2018 Plantiffi CHOLLA DRIVE PV LLC LAND IMPS FCV RATIO CURRENT 251,600 1,006,500 1,258,100 10.00 % RECOMMENDED: 169,986 680,014 850,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2017-000334 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 4.2 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PVC IMPS 100 % CLASS 4.2 @ 10.00 % 0181 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVINE / LYLES Date: 12/20/2017 Employee #: 7813 / 3683 Tax Case: ST2017-000137 .Parcel #: 400-24-002 Year: 2018 Plant iff' H & A MANAGEMENT LW LAND IMPS FCV RATIO CURRENT 531,000 212,800 743,800 14.69 % RECOMMENDED: 150,000 75,000 225,000 16.16 % Recommended LPV calculation used.. Personal Prop: N/A Basis: Reason: CODE 19- Per Judgment ST2017-000137 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund.. N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 92 % CLASS 2.R @ 15.00 % 8 % CLASS 1.12 @ 18.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 1.12 @ 18.00 % 1040 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty.. LEIBSOHN Prepared by: DEVINE / LYLES Date: 12/08/2017 Employee #: 7813 / 3683 Tax Case: ST2017-000139 Parcel #: 169-42-017A Year: 2018 Plantiff VIENNA TRUST LAND IMPS FCV RATIO CURRENT 346,000 1,383,000 1,729,000 10.00 % RECOMMENDED: 280,162 1,119,838 1,400,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2017-000139 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund.. N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 3 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 3 @ 10.00 % 0161 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 12/18/2017 Maricopa County 4 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVINE / LYLES Employee #: 7813 / 3683 Tax Case: ST2017-000142 Parcel #: see attached Tax Year: 2018 Plantiff: MORTON DEVELOPMENT LLC LAND IMPS FCV RATIO CURRENT 1,073,600 0 1,073,600 see parcel RECOMMENDED: 311,300 10,000 321,300 TASR' s Personal Property: See attached Reason: CODE 19 - Per Judgment ST2017-000142 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A SP27070 Date: I8-DEC- I 7 TAX APPEAL SETTLEMENT RECOMMENDATION Page: 1 of 1 Tax Year: 2018 Plaintiff: MORTON DEVELOPMENT LLC Appraiser: DEVINE PETER Tax Case: 51201 7-0001 42 Attorney: LEI BSOH N Specialist: LYLES Number of Parcels: 4 Reason: CODE 19 - Per Judgment ST2017-0001 42 Basis: Current: Recommended: Parcel PUC Land lmpr FCV LPV Class PUC Land lmpr FCV Class Rule 213-32-422 0031 237,700 0 237,700 147,374 2.R @ 15% 1 N/C N/C N/C N/C N/C B I @ 62 213-32-423 0031 458,000 0 458,000 283,960 2.R 9' 15% 1 8802 35,800 10,000 45,800 1.12% 18%81 9)79 213-32-424 0031 332,100 0 332,100 205,902 2.R 9' 15% 1 8801 33,200 N/C 33,200 1.12% 18%81 @ 79 213-32-425 0031 45,800 0 45,800 28,396 2.R @ 15% 1 8804 4,600 N/C 4,600 1.12% 18%81 @ 79 Totals: 1,073,600 1,073,600 665,632 311,300 10,000 321,300 SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION PARCEL BREAKDOWN FOR: 304-05-052C ONLY. Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVIATE / LYLES Date: 01/10/2018 Employee #: 7813 / 3683 Tax Case: ST2017-000148 Parcel #• 304-05-052C Year: 2018 Plantiffi SARSAR KHAMIS GEORGE LAND IMPS FCV RATIO CURRENT 328,400 42,900 371,300 18.00 % RECOMMENDED: 217,100 N/C 260,000 17.00 % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2017-000148 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION CHANGE TO: LAND 60 % CLASS 1.12 g 18.00 % 40 % CLASS 2.R @ 15.00 % 0 % CLASS g coo % PUC IMPS 100 % CLASS 1.12 @ 18.00 % 2610 0 % CLASS g 0.00 % 0 % CLASS g 0.00 % SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 01/10/2018 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVINE / LYLES Employee #: 7813 / 3683 Tax Case: ST2017-000148 Parcel #: see attached Tax Year: 2018 Plantiff: SARSAR KHAMI S GEORGE LAND IMPS FCV RATIO CURRENT 854,300 42,900 897,200 see parcel RECOMMENDED: 542,100 N/C 585,000 TASR' s Personal Property: See attached Reason: CODE 19 - Per Judgment ST2017-000148 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 01/10/2018 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVINE / LYLES Employee #: 7813 / 3683 Tax Case: ST2017-000148 Parcel #: see attached Tax Year: 2018 Plantiff: SARSAR KHAMI S GEORGE LAND IMPS FCV RATIO CURRENT 854,300 42,900 897,200 see parcel RECOMMENDED: 542,100 N/C 585,000 TASR' s Personal Property: See attached Reason: CODE 19 - Per Judgment ST2017-000148 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEVINE / LYLES Date: 01/05/2018 Employee #: 7813 / 3683 Tax Case: ST2017-000341 Parcel #: 168-44-005 Year: 2018 Plantiff WILLIAM JOHNSEN — JOHNSEN FAMILY REV T LAND IMPS FCV RATIO CURRENT 302,700 1,211,000 1,513,700 10.00 % RECOMMENDED: N/C N/C N/C N/C % Recommended LPV calculation used: Rule B6 - 74 % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2017-000341 Current Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION CHANGE TO: LAND 100 % CLASS 3 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 `)/0 CLASS 3 0151 0 % CLASS 0 % CLASS Totals: 168-44-005 Parcel Current: Number Tax Tax Date: Case: Year: 05 0151 PUC of 2018 -)AN - Parcels: 18 ST2017-000341 1 302,700 302,700 Land 1,211,000 1,211,000 lmpr Reason: Attorney: Plaintiff: 1,513,700 1,513,700 FCV CODE LEIBSOHN WILLIAM TAX 19 - APPEAL Per JOHNSEN - Judgment 4.1 JOHNSEN SETTLEMENT @ Class 10% ST2017-000341 FAMILY I N/C PUC REV Recommended: TRUST RECOMMENDATION 302,700 N/C Land Basis: Specialist: Appraiser: 1,211,000 N/C lmpr LYLES DEVINE PETER 1,513,700 N/C FCV Page: 3. @ Class 1 of SP27070 10% 1 86 @ Rule 74