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Board of Supervisors' Agenda September 21, 2016 2014/2015: TX2013-000683; 2015: TX2014-000465; TX2014-000712; 2015/2016: TX2015-000442; 2016: TX2015-000135; TX2015-000139; TX2015-000449; TX2015-000793; TX2015- 000932; 2017: 5T2016-000275; 2014/2015 SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LE1BSOHN Prepared by: BARR / LYLES Date: 09/09/2016 Employee #• 7550 / 3683 Tax Case: TX2013-000683 Parcel #: 162-07-232 Year: 2014 Plant iff MADISON GARDENS/PHOENIX LP LAND IMPS FCV RATIO CURRENT 1,269,800 7,576,300 8,846,100 10.00 % RECOMMENDED: 502,402 2,997,598 3,500,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2013-000683 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 4.1 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 4.1 @ 10.00 % 2803 0 % CLASS @ 0.00 % 0 % CLASS g 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Ciy Atty: LEIBSOliN Prepared by: BARR / LYLES Date: 09/09/2016 Employee #: 7550 / 3683 Tax Case: TX2013-000683 Parcel #: 162-07-232 Year: 2015 Plantiff MADISON GARDENS/PHOENIX LP LAND IMPS FCV RATIO CURRENT 2,191,300 8,765,400 10,956,700 10.00 % RECOMMENDED: 799,985 3,200,015 4,000,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2013-000683 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 : 100 % CLASS 4.1 @ 10.00 % LAND 0 % CLASS @ 0.00 °A) 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 4.1 @ 10.00 % 0374 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: BARR / COX_A Date: 08/08/2016 Employee #: 7550 / 3710 Tax Case: TX2014-000465 Parcel #: 200-14-003K Year: 2015 Plantiff LAKE PLEASANT VILLAGE L P LAND IMPS FCV RATIO CURRENT 2,061,500 8,246,200 10,307,700 10.00 % RECOMMENDED: 1,599,969 6,400,031 8,000,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2014-000465 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 g 0.00 % PUC IMPS 100 % CLASS 4.2 0376 0 % CLASS 0 % CLASS SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIB SOHN Prepared by: BARR / LYLES Date: 08/26/2016 Employee #: 7550 / 3683 Tax Case: TX2014-000712 Parcel #: 138-29-064M Year: 2015 Plantiff TEMPLE SQUARE LP LAND IMPS FCV RATIO CURRENT 1,211,900 4,847,800 6,059,700 10.00 % RECOMMENDED: 859,972 3,440,028 4,300,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2014-000712 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 % 0374 0 % CLASS @ 0.00 % 0 % CLASS g 0.00 % SP2706!. ***COVER SHEET*** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 09/02/2016 Maricopa County 3 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: BARR / LYLES Employee #: 7550 / 3683 Tax Case: TX2015-000442 Parcel #: see attached Tax Year: 2015 Plantiff: NEW GENERATION DEVELOPMENT GROUP OF AR LAND IMPS FCV RATIO CURRENT 871,900 2,462,500 3,334,400 see parcel RECOMMENDED: 758,310 2,141,690 2,900,000 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment TX2015-000442 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: 142-12-614 142-12-613 142-12-611 Parcel Current: Number Tax Tax Date: Case: Year 1130 1130 1130 PUC of 2015 02-SEP-16 Parcels TX2015-000442 3 871,900 77,200 756,700 38,000 Land 2,462,500 317,400 1,951,600 193,500 Impr Reason: Attorney: Plaintiff: 3,334,400 394,600 2,708,300 231,500 FCV CODE LEIBSOHN NEW TAX 19 - GENERATION APPEAL Per 3,133,620 367,710 2,550,555 215,355 LPV Judgment 1.12 1.12 1.12 DEVELOPMENT SETTLEMENT @ @ @ Class I 18.5 18.5 1 18.5 TX2015-000442 GROUP N/C N/C N/C PUC OF Recommended: ARC RECOMMENDATION 758,310 67,143 658,118 33,049 Land Basis: Specialist: Appraiser: 2,141,690 276,050 1,697,349 168,291 Impr LYLES BARR MARY 2,900,000 343,193 2,355,467 201,340 FCV Page: N/C N/C N/C Class 1 of SP27070 1 A2 A2 A2 Rule SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 09/02/2016 Maricopa County 3 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LETBSOHN Prepared by: BARR / LYLES Employee #: 7550 / 3683 Tax Case: TX2015-000442 Parcel #: see attached Tax Year: 2016 Plantiffi NEW GENERATION DEVELOPMENT GROUP OF AR LAND IMPS FCV RATIO CURRENT 936,600 3,304,100 4,240,700 see parcel RECOMMENDED: 662,579 2,337,421 3,000,000 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment TX2015-000442 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: 142-12-614 142-12-613 142-12-611 Parcel Current: Number Tax Tax Date: Case: Year 1130 1130 1130 PUC of 2016 02-SEP-16 Parcels TX2015-000442 3 936,600 83,000 812,800 40,800 Land 3,304,100 424,900 2,620,300 258,900 Impr Reason: Attorney: Plaintiff: 4,240,700 507,900 3,433,100 299,700 FCV CODE LEIBSOHN NEW TAX 19 - GENERATION APPEAL Per 3,290,302 386,096 2,678,083 226,123 LPV Judgment 1.12 1.12 1.12 DEVELOPMENT SETTLEMENT @ © @ Class I 18% 18%I 18%1 TX2015-000442 N/C N/C N/C PUC GROUP OF Recommended: ARC RECOMMENDATION 662,579 58,717 574,999 28,863 Land Basis: Specialist: Appraiser: 2,337,421 300,587 1,853,680 183,154 Impr LYLES BARR MARY 3,000,000 359,304 2,428,679 212,017 FCV Page: N/C N/C N/C Class 1 of SP27070 1 A2 A2 A2 Rule SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 08/12/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PALMER Prepared by: BARR / COXA Employee #: 7550 / 3710 Tax Case: TX20 15 - 000 135 Parcel #: see attached Tax Year: 2016 Plantiff: PAUL C HELMICK CORP LAND IMPS FCV RATIO CURRENT 4,258,100 332,000 4,590,100 parcel see RECOMMENDED: 3,052,036 237,964 3,290,000 TASR ' s Personal Property: See attached Reason: CODE 19 - Per Judgment TX2015-000135 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 Al SP27070 1 of 1 Class N/C N/C Page: FCV 3,154,460 135,540 3,290,000 MARY BARR COXA lmpr 237,964 N/C 237,964 Appraiser: Specialist: Basis: Land 2,916,496 135,540 3,052,036 RECOMMENDATION Recommended: PUC 0364 1 N/C TX2015-000135 18% 15% Class @ © 1.12 2.R SETTLEMENT Judgment LPV 3,622,049 157,952 3,780,001 CORP HELMICK Per - APPEAL 19 C PAUL PALMER CODE FCV 4,401,000 189,100 4,590,100 TAX Plaintiff: Attorney: Reason: Impr 332,000 0 332,000 Land 4,069,000 189,100 4,258,100 2 TX2016-000135 Parcels 12-AUG-16 2016 of PUC 1040 0032 Date: Year Case: Number Current: 124-15-001A 124-16-008M Totals: Tax Tax Parcel SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 08/25/2016 Maricopa County 3 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: BARR / LYLES Employee #: 7550 / 3683 Tax Case: TX2015-000139 Parcel #: see attached Tax Year: 2016 plantim GLENDALE ENTERPRISE LIVE WORK LOFTS LL LAND IMPS FCV RATIO CURRENT 312,100 1,248,900 1,561,000 see parcel RECOMMENDED: 189,940 760,060 950,000 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment TX2015-000139 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 Totals: 14409-068 144-09-067 144-09-066 Parcel Current: Number Tax Tax Date: Case: Year 0364 1074 1074 PUC of 2016 25-AUG-16 Parcels TX2015-000139 3 312,100 155,400 18,000 138,700 Land 1,248,900 1,248,900 lmpr 0 o Reason: Attorney: Plaintiff: TAX 1,561,000 1,404,300 18,000 138,700 FCV CODE LEIBSOHN GLENDALE 19 - APPEAL Per ENTERPRISE 1,444,551 1,404,300 5,081 35,170 LPV Judgment 4.2 4.2 4.2 LIVE SETTLEMENT @10% @10% @ 10% Class WORK I I I TX2015-000139 N/C N/C N/C PUC LOFTS Recommended: LLC RECOMMENDATION 189,940 94,574 10,955 84,411 Land Basis: Specialist: Appraiser: 760,060 760,060 N/C N/C Impr LYLES BARR MARY 950,000 854,634 10,955 84,411 FCV Page: N/C N/C N/C Class 1 of S P2 7 1 07 0 A2 Al Al Rule SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 08/10/2016 Maricopa County 6 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PATTERSON Prepared by: BOWEY / COXA Employee #: 7775 / 3710 Tax Case: TX2015-000449 Parcel #: see attached Tax Year: 2016 Plantiff: OPTIMA SONORAN VILLAGE — PHASE I LLC LAND IMPS FCV RATIO CURRENT 26,595,280 106,381,120 132,976,400 see parcel RECOM1VIENDED: 28,081,007 103,626,714 131,707,721 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment TX2015-000449 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: 173-43-097 173-43-096 173-43-095 173-43-094 173-43-093 173-43-092 Parcel Current: Number Tax Tax Date: Case: Year of 10-AUG-16 0790 0377 0377 0377 0377 0021 PUC 2016 Parcels TX2015-000449 6 26,595,280 6,914,273 4,255,245 4,255,245 4,255,245 6,914,772 Land 500 106,381,120 36,354,406 8,288,739 24,969,643 36,768,332 0 o lmpr Reason: Attorney: Plaintiff: 132,976,400 43,268,679 12,543,984 29,224,888 41,023,577 6,914,772 CODE OPTIMA TAX 500 FCV PATTERSON 19 - APPEAL Per SONORAN 100,110,187 32,574,469 9,443,635 22,001,716 30,884,262 5,205,729 Judgment VILLAGE 376 LPV SETTLEMENT 4.1 4.1 4.1 4.1 4.1 4.1 - @ @ @ @ @ Class PHASE 10% 10% 10% @10% 10% 10% TX2015-000449 I N/C N/C N/C N/C N/C N/C PUC LLC Recommended: RECOMMENDATION 28,081,007 8,400,000 Land N/C N/C N/C N/C N/C Basis: Specialist: Appraiser: 103,626,714 33,600,000 N/C N/C N/C N/C N/C IMpr COM BOWEY LISA 131,707,721 42,000,000 N/C N/C N/C N/C N/C FCV Page: N/C N/C N/C N/C N/C N/C Class 1 of SP27070 1 87 A2 87 87 B7 87 Rule SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: BARR / COXA Date: 08/08/2016 Employee #: 7550 / 3710 Tax Case: TX2015-000793 Parcel #: 200-14-003K Year: 2016 Plantiff: LAKE PLEASANT VILLAGE L P LAND IMPS FCV RATIO CURRENT 2,225,200 8,900,800 11,126,000 10.00 % RECOMMENDED: 1,700,000 6,800,000 8,500,000 N/C % Recommended LPV calculation used.. Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2015-000793 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 0 % CLASS 0 % CLASS PUC IMPS 100 % CLASS 4.2 @ 10.00 % 0374 0 % CLASS @ 0.00 % 0 % CLASS g 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIB SOHN Prepared by: BARR / LYLES Date: 09/09/2016 Employee #: 7550 / 3683 Tax Case: TX2015-000932 Parcel #: 162-07-232 Year: 2016 Plantiff MADISON GARDENS/PHOENIX LP LAND IMPS FCV RATIO CURRENT 2,237,800 8,951,300 11,189,100 10.00 % RECOMMENDED: 899,992 3,600,008 4,500,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19- Per Judgment TX2015-000932 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 4.1 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PIJC IMPS 100 % CLASS 4.1 @ 10.00 % 0374 0 % CLASS @ 0.00 °A) 0 % CLASS @ 0.00 % SP2706 ***COVER SHEET*** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 08/15/2016 Maricopa County 1 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: BARR / LYLES Employee #: 7550 / 3683 Tax Case: ST2016-000275 Parcel #: see attached Tax Year: 2017 Plantiff: ALEXANDER JEFFREY S / CATHERINE M LAND IMPS FCV RATIO CURRENT 197,700 791,100 988,800 see parcel RECOMMENDED: 149,954 600,046 750,000 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment ST2016-000275 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: 201-15-267 Parcel Current: Number Tax Tax Date: Case: Year 0151 PUC of 2017 15-AUG-16 Parcels ST2016-000275 1 197,700 197,700 Land 791,100 791,100 lmpr Reason: Attorney: Plaintiff: TAX 988,800 988,800 FCV CODE LEIBSOHN ALEXANDER 19 - APPEAL Per JEFFREY 740,943 740,943 LPV Judgment S / SETTLEMENT 4.1 © Class CATHERINE 10% I PUC ST2016-000275 M N/C Recommended: RECOMMENDATION 149,954 149,954 Land Basis: Specialist: Appraiser: 600,046 600,046 lmpr LYLES BARR MARY 750,000 750,000 FCV Page: 3. @ 10% Class 1 of SP27070 1 A2 Rule