Extracted text (via pymupdf_layout)
12408 characters
Board of Supervisors' Agenda November 16, 2016 2009: TX2012-000072; 2015: TX2014-000507; TX2014-000509; 2015/2016: TX2014-000227; TX2015-000069; 2016: TX2015-000907; 2017: ST2016-000012; 2009 SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 10/27/2016 Maricopa County 31 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PALMER Prepared by: BOWEY / LYLES Employee #: 7775 / 3683 Tax Case: TX2012-000072 Parcel #: see attached Tax Year: 2009 plantim VISTA VERDE HOMEOWNERS ASSOCIATION LAND IMPS FCV RATIO CURRENT 12,573,700 0 12,573,700 parcel see RECOMMENDED: 3,703,364 N/C 3,703,364 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment TX2012-000072 The Maricopa County Assessor's Office Current Tax: N/A does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A Rule B1 B1 B1 B1 B1 81 B1 B1 B1 B1 B1 B1 131 01 B1 B1 2 SP27070 of 1 Class 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 N/C N/C Page: FCV 603,497 64,061 63,324 34,313 28,275 107,946 44,180 86,740 75,548 44,622 190,415 52,132 68,773 240,190 75,548 120,464 LISA BOWEY LYLES Impr 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 N/C N/C Appraiser: Specialist: Basis: Land 603,497 64,061 63,324 34,313 28,275 107,946 44,180 86,740 75,548 44,622 190,415 52,132 68,773 240,190 75,548 120,464 RECOMMENDATION Recommended: PUC 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 N/C N/C ASSOCIATION TX2012-000072 @16% 16% 16% 16% 16% 16% @16% 16% @16% 16% 16% 16% 16% 16% 16% 16% Class @ @ @ @ @ @ @ @ @ @ @ @ @ 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R SETTLEMENT Judgment LPV 1,413,810 150,075 148,350 80,385 66,240 252,885 103,500 203,205 176,985 104,535 446,085 122,130 161,115 562,695 176,985 282,210 HOMEOWNERS Per APPEAL VERDE - 19 VISTA PALMER CODE FCV 2,049,000 217,500 215,000 116,500 96,000 366,500 150,000 294,500 256,500 151,500 646,500 177,000 233,500 815,500 256,500 409,000 TAX Plaintiff: Attorney: Reason: 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Impr Land 2,049,000 217,500 215,000 116,500 96,000 366,500 150,000 294,500 256,500 151,500 646,500 177,000 233,500 815,500 256,500 409,000 31 1X2012-000072 2009 Parcels PUC 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 27-OCT-16 of Year Case: Date: Number Current: Parcel 219-38-371 219-38-372 219-38-373 219-38-374 219-38-375 219-38-376 219-38-377 219-38-378 219-38-379 219-38-380 219-38-381 219-38-382 219-38-383 219-38-384 219-38-385 219-38-386 Tax Tax Rule B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 B1 2 of 2 Class 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 N/C Page: FCV 129,300 162,729 45,947 100,436 34,019 37,553 10,898 4,477 50,954 71,424 65,681 77,168 131,509 262,281 618,960 3,703,364 LISA BOWEY LYLES IfIlpr 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 N/C 0 Appraiser: Specialist: Basis: Land 129,300 162,729 45,947 100,436 34,019 37,553 10,898 4,477 50,954 71,424 65,681 77,168 131,509 262,281 618,960 3,703,364 RECOMMENDATION Recommended: -000072 PUC 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 N/C ASSOCIATION 16% 16% 16% 16% 16% 16% 16% 16% 16% 16% 16% 16% 16% @16% 16% TX2012 @ @ @ @ @ @ @ @ @ @ @ @ @ @ Class 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R 2.R SETTLEMENT Judgment LPV 302,910 381,225 107,640 235,290 79,695 87,975 25,530 10,488 119,370 167,325 153,870 180,780 308,085 614,445 1,450,035 8,675,853 HOMEOWNERS Per APPEAL VERDE - 19 VISTA PALMER CODE FCV 439,000 552,500 156,000 341,000 115,500 127,500 37,000 15,200 173,000 242,500 223,000 262,000 446,500 890,500 2,101,500 12,573,700 TAX Plaintiff: Attorney: Reason: o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Impr Land 439,000 552,500 156,000 341,000 115,500 127,500 37,000 15,200 173,000 242,500 223,000 262,000 446,500 890,500 2,101,500 12,573,700 31 TX2012-000072 Parcels 2009 PUC 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 0013 27-OCT-16 of Year Case: Date: Tax Tax Number Current: Parcel 219-38-387 219-38-388 219-38-389 219-38-390 219-38-391 219-38-392 219-38-393 219-38-394 219-38-395 219-38-396 219-38-397 219-38-398 219-38-408 219-38-409 219-38-417 Totals: SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PALMER Prepared by: CHAPPELA / LYLES Date: 10/26/2016 Employee #: 7824 / 3683 Tax Case: TX2014-000507 Parcel #: 156-13-115 Year: 2015 Plantiff HEALTH CARE PROPERTY INVESTORS INC LE. LAND IMPS FCV RATIO CURRENT: 134,600 5,174,100 5,308,700 18.50 % RECOMMENDED: 126,775 4,873,225 5,000,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2014-000507 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 1.12 @ 18.50 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 1.12 @ 18.50 `)/0 2120 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PALMER Prepared by: CHAPPELA / LYLES Date: 10/26/2016 Employee #: 7824 / 3683 Tax Case: TX2014-000509 Parcel #: 232-40-927A Year: 2015 Plantiff HTA - SWC COLO.NNADE LLC LAND IMPS FCV RATIO CURRENT: 410,395 2,639,605 3,050,000 18.50 % RECOMMENDED: 408,775 2,629,170 3,037,945 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2014-000509 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 1.12 @ 18.50 °A) 0 °A CLASS @ 0.00 °A) 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 1.12 @ 18.50 % 2140 0 °A CLASS @ 0.00 % 0 % CLASS @ 0.00 % 2015 / 2016 SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 10/26/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PALMER Prepared by: CHAPPELIN / LYLES Employee #: 7824 / 3683 Tax Case: TX2014 - 000227 Parcel #: see attached Tax Year: 20 15 Plahtn WAL-MART STORES EAST LP LAND IMPS FCV RATIO CURRENT 3,011,156 52,503,444 55,514,600 parce see l RECOMMENDED: 1,979,789 34,520,211 36,500,000 TASR ' s Personal Property: See attached Reason: CODE 19 - Per Judgment TX2014-000227 The Maricopa County Assessor's Office Current Tax: N/A does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A Rule A2 A2 SP27070 1 of 1 Class N/C N/C Page: NORMAN FCV 2,968,280 33,531,720 36,500,000 CHAPPELL LYLES lmpr 2,400,542 32,119,669 34,520,211 Appraiser: Specialist: Basis: Land 567,738 1,412,051 1,979,789 RECOMMENDATION Recommended: PUC N/C N/C I TX2014-000227 18.36%1 18.5 LP Class @ @ 1.12 SETTLEMENT EAST Judgment LPV 3,540,854M 36,690,952 40,231,806 STORES Per APPEAL - 19 WAL-MART PALMER CODE FCV 4,514,600 51,000,000 55,514,600 TAX Plaintiff: Attorney: Reason: Impr 3,651,100 48,852,344 52,503,444 Land 863,500 2,147,656 3,011,156 2 TX2014-000227 Parcels 26-OCT-16 2015 of PUC 2640 3712 Date: Year Tax Case: Tax Number Current: Parcel 504-65-0046 504-65-005B Totals: SP2706! *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 10/26/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PALMER Prepared by: CHAPPELI\ / LYLES Employee #: 7824 / 3683 Tax Case: TX2014-000227 Parcel #: see attached Tax Year: 2016 maraffn WAL -MART STORES EAST LP LAND IMPS FCV RATIO CURRENT 2,784,456 53,355,644 56,140,100 parcel see RECOMMENDED: 1,810,339 34,689,661 36,500,000 TASR' s Personal Property: See attached Reason: CODE 19 - Per Judgment TX2014-000227 The Maricopa County Assessor's Office Current Tax: N/A does not provide estimates of recommended Recommended taxes or tax refunds. Tax: N/A Total Refund: N/A Half Refund: N/A Rule A2 A2 SP27070 1 of 1 Class N/C N/C Page: NORMAN FCV 3,341,883 33,158,117 36,500,000 CHAPPELL LYLES Impr 2,927,862 31,761,799 34,689,661 Appraiser: Specialist: Basis: Land 414,021 1,396,318 1,810,339 RECOMMENDATION Recommended: PUC N/C N/C I TX2014-000227 17.89%1 18% Class @ @ 1.12 SETTLEMENT LP LPV M EAST Judgment 3,717,897 38,525,500 42,243,397 STORES Per APPEAL - 19 WAL-MART PALMER CODE FCV 5,140,100 51,000,000 56,140,100 TAX Plaintiff: Attorney: Reason: Impr 4,503,300 48,852,344 53,355,644 Land 636,800 2,147,656 2,784,456 2 TX2014-000227 Parcels 26-OCT-16 2016 of PUC 2640 3712 Date: Tax Year Case: Tax Number Current: Parcel 504-65-004B 504-65-005B Totals: SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PATTERSON Prepared by: BARR / LYLES Date: 10/26/2016 Employee #• 7550 / 3683 Tax Case: TX2015-000069 Parcel #: 135-55-009 Year: 2015 Plantiff JEG—FIT UNIVERSITY & EXTENSION PARTNER LAND IMPS FCV RATIO CURRENT 838,800 1,576,700 2,415,500 18.50 % RECOMMENDED: 381,983 718,017 1,100,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19- Per Judgment TX2015-000069 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 HalfRefund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 1.8 @ 18.50 °A) 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 °A) PUC IMPS 100 % CLASS 1.8 @ 18.50 °A) 1410 0 % CLASS @ 0.00 % 0 °A CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PATTERSON Prepared by: BARR / LYLES Date: 10/26/2016 Employee #: 7550 / 3683 Tax Case: TX2015-000069 Parcel #: 135-55-009 Year: 2016 Plantiffi JEG—FIT UNIVERSITY & EXTENSION PARTNER LAND IMPS FCV RATIO CURRENT 382,182 886,818 1,269,000 18.00 % RECOMMENDED: 331,285 768,715 1,100,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2015-000069 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 1.8 @ 18.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 1.8 @ 18.00 % 1410 0 % CLASS @ 0.00 % 0 °A CLASS @ 0.00 % SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 11/04/2016 Maricopa County 1 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LELBSOHN Prepared by: BARR / LYLES Employee #: 7550 / 3683 Tax Case: TX2 0 15 — 0 0 9 0 7 Parcel #: see attached Tax Year: 2016 Planta ANDRA R MILLER DESIGNS LLC LAND IMPS FCV RATIO CURRENT 453,600 1,814,700 2,268,300 parcel see RECOMMENDED: 279,963 1,120,037 1,400,000 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment TX2015-000907 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 Rule B8 SP27070 1 of 1 Class N/C Page: FCV 1,400,000 1,400,000 MARY BARR LYLES lmpr 1,120,037 1,120,037 Appraiser: Specialist: Basis: Land 279,963 279,963 RECOMMENDATION Recommended: PUC 0910 I TX2015-000907 Class @10% LLC 4.1 SETTLEMENT DESIGNS Judgment LPV 2,234,878 2,234,878 MILLER Per - APPEAL R 19 ANDRA LEIBSOHN CODE FCV 2,268,300 2,268,300 TAX Plaintiff: Attorney: Reason: lmpr 1,814,700 1,814,700 Land 453,600 453,600 1 TX2015-000907 Parcels 04-NOV-16 2016 of PUC 0181 Year Case: Date: Tax Tax Number Current: Parcel 169-13-0646 Totals: 2017 SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: BARR / LYLES Date: 10/28/2016 Employee #: 7550 / 3683 Tax Case: ST2016-000012 Parcel #: 200-42-009M Year: 2017 Plante BBZ LLC LAND IMPS FCV RATIO CURRENT: 406,004 393,996 800,000 18.00 % RECOMMENDED: 368,398 357,502 725,900 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19- Per Judgment ST2016-000012 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 HalfRefund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 1.12 @ 18.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 1.12 @ 18.00 % 1760 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 %