Extracted text (via pymupdf_layout)
15629 characters
Board of Supervisors' Agenda July 20, 2016 2013/2014/2015:TX2013-000692; 2014/2015: TX2014-000596; TX2014-000597; 2015: ST2015-000212; TX2014-000464; 2015/2016: 2016: TX2015-000035; TX2015-000134; TX2015-000351; TX2016-000348; 2017: ST2016-000005; ST2016-000007; 2013/ 2014 /2015 SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 06/17/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LED3SOHN Prepared by: BARR / COXA Employee #: 7550 / 3710 Tax Case: TX2 0 13 — 0 0 6 92 Parcel #: see attached Tax Year: 2013 Plantiff: TE RAN LIMITED PARTNERSHIP LAND IMPS FCV RATIO CURRENT 1,149,500 4,598,200 5,747,700 see parcel RECOMMENDED: 619,979 2,480,021 3,100,000 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment TX2013-000692 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 Totals: 135-56-010M 135-56-005A Parcel Current: Number Tax Tax Date: Case: Year 0376 1074 PUC of 2013 17-JUN-16 Parcels TX2013-000692 2 1,149,500 1,096,800 52,700 Land 4,598,200 4,598,200 Impr 0 Plaintiff: Reason: Attorney: TERAN TAX 5,747,700 5,695,000 52,700 FCV CODE LEIBSOHN 19 - LIMITED APPEAL Per 3,128,276 3,099,498 28,778 LPV Judgment PARTNERSHIP SETTLEMENT 4.2 4.2 © @ Class 10% 1 10% TX2013-000692 N/C N/C PUC Recommended: RECOMMENDATION 619,979 591,555 28,424 Land Basis: Specialist: Appraiser: 2,480,021 2,480,021 N/C Impr COXA BARR MARY 3,100,000 3,071,576 28,424 FCV Page: N/C N/C Class 1 of SP27070 1 A2 A2 Rule SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 06/17/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LE1BSOHN Prepared by: BARR / COXA Employee #: 7550 / 3710 Tax Case: TX2013-000692 Parcel #: see attached Tax Year: 2014 PlaMiffi TERAN LIMITED PARTNERSHIP LAND IMPS FCV RATIO CURRENT 1,162,300 4,651,900 5,814,200 parcel see RECOMMENDED: 619,712 2,480,288 3,100,000 1 1 TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment TX2013 -000692 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: 135-56-010M 135-56-005A Parcel Current: Number Tax Tax Date: Case: Year 0376 1074 PUC of 2014 17-JUN-16 Parcels TX2013-000692 2 1,162,300 1,109,600 52,700 Land 4,651,900 4,651,900 Impr 0 Reason: Attorney: Plaintiff: 5,814,200 5,761,500 52,700 FCV CODE LEIBSOHN TERN TAX 19 - LIMITED APPEAL Per 3,799,758 3,764,999 34,759 LPV Judgment PARTNERSHIP SETTLEMENT 4.2@ 4.2 @ Class 10% 10% TX2013-000692 N/C N/C PUC Recommended: RECOMMENDATION 619,712 591,614 28,098 Land Basis: Specialist: Appraiser: 2,480,288 2,480,288 N/C IMpr COXA BARR MARY 3,100,000 3,071,902 28,098 FCV Page: N/C N/C Class 1 of SP27070 1 A2 A2 Rule SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 06/17/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Arty: LE1BSOHN Prepared by: BARR / COXA Employee #: 7550 / 3710 Tax Case: TX2013-000692 Parcel #: see attached Tax Year: 2015 Platitiff: TERAN LIMITED PARTNERSHIP LAND IMPS FCV RATIO CURRENT 1,616,000 6,181,600 7,797,600 parcel see RECOMMENDED: 849,698 3,250,302 4,100,000 TASR' s Personal Property: See attached Reason: CODE 19 - Per Judgment T3(2013-000692 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: 135-56-010M 135-56-005A Parcel Current: Number Tax Tax Date: Case: Year 0374 1074 PUC of 2015 17-JUN-16 Parcels TX2013-000692 2 1,616,000 1,545,400 70,600 Land 6,181,600 6,181,600 Impr 0 Reason: Attorney: Plaintiff: 7,797,600 7,727,000 70,600 FCV CODE LEIBSOHN TERAN TAX 19 - LIMITED APPEAL Per 3,989,746 3,953,249 36,497 LPV Judgment PARTNERSHIP SETTLEMENT 4.2 4.2 @ @ Class 1 10% 10% TX2013-000692 N/C N/C PUC Recommended: RECOMMENDATION 849,698 812,576 37,122 Land Basis: Specialist: Appraiser: 3,250,302 3,250,302 N/C lmpr COXA BARR MARY 4,100,000 4,062,878 37,122 FCV Page: N/C N/C Class 1 of SP27070 1 A2 A2 Rule 2014 / 2015 SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cry Arty: LEIB SOHN Prepared by: BARR / COX_A Date: 06/17/2016 Employee #: 7550 / 3710 Tax Case: TX2014-000596 Parcel #: 220-37-005C Year: 2014 Plantiff: MESA VALLEY HOUSING ASSOCIATES II LTD LAND IMPS FCV RATIO CURRENT 852,200 3,408,900 4,261,100 10.00 % RECOMMENDED: 620,000 2,480,000 3,100,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2014-000596 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 CHANGE TO: IMPS 100 % CLASS 4.2 0364 0 % CLASS 0 % CLASS SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 CO) Atty: LETBSOHN Prepared by: BARR / COX_A Date: 06/17/2016 Employee #: 7550 / 3710 Tax Case: TX2014-000596 Parcel #: 220-37-005C Year: 2015 Plantift MESA VALLEY HOUSING ASSOCIATES II LTD LAND IMPS FCV RATIO CURRENT 1,091,200 4,364,800 5,456,000 10.00 % RECOMMENDED: 620,000 2,480,000 3,100,000 N/C °A, Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19- Per Judgment TX2014-000596 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 % 0364 0 % CLASS @ 0.00 °A 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEMSOHN Prepared by: BARR / COXA Date: 06/17/2016 Employee #• 7550 / 3710 Tax Case: TX2014-000597 Parcel lit: 220-37-005E Year: 2014 Plantiff MESA VALLEY HOUSING ASSOCIATES LTD PAR LAND IMPS FCV RATIO CURRENT 1,039,000 4,156,100 5,195,100 10.00 % RECOMMENDED: 659,987 2,640,013 3,300,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2014-000597 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 % 0367 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEMSOHN Prepared by: BARR COXA Date: 06/17/2016 Employee #: 7550 / 3710 Tax Case: TX2014-000597 Parcel #: 220-37-005E Year: 2015 Plantiffi MESA VALLEY HOUSING ASSOCIATES LTD PAR LAND IMPS FCV RATIO CURRENT 1,190,400 4,761,600 5,952,000 10.00 % RECO1VIIVIENDED: 760,000 3,040,000 3,800,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2014-000597 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 % 0364 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: BARR / LYLES Date: 06/20/2016 Employee #: 7550 / 3683 Tax Case: ST2015-000212 Parcel #: 510-04-685 Year: 2015 Plant iff LEBSTER LAWRENCE / KELLY LAND IMPS FCV RATIO CURRENT 81,000 324,000 405,000 10.00 % RECOMMENDED: N/C N/C N/C Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2015-000212 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 % CLASS 3 @ 10.00 % 0141 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: BARR COX_A Date: 06/17/2016 Employee #• 7550 / 3710 Tax Case: TX2014-000464 Parcel #: 142-45-137G Year: 2015 Plant T RANCHO DEL SQL APARTMENTS LP LAND IMPS FCV RATIO CURRENT 2,067,800 8,271,500 10,339,300 10.00 % RECOMMENDED: 1,519,956 6,080,044 7,600,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2014-000464 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 g 10.00 % 0374 0 % CLASS g 0.00 % 0 % CLASS g 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty.. LEIB S OHN Prepared by: BARR / COXA Date: 06/17/2016 Employee #: 7550 / 3710 Tax Case: TX2015-000035 Parcel # 134-26-765A Year: 2016 Plantiff: FIESTA CROSSING LLC LAND IMPS FCV RATIO CURRENT 1,382,288 2,517,712 3,900,000 18.00 % RECOMMENDED: 1,063,300 1,936,700 3,000,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2015-000035 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 °A) CLASS 1.12 @ 18.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 1.12 @ 18.00 % 1122 0 % CLASS @ 0.00 °A, 0 % CLASS g 0.00 % SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 06/30/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: BARR / COXA Employee #: 7550 / 3710 Tax Case: TX2015-000134 Parcel #: see attached Tax Year: 2016 Plantiff: BRODKIN TERRY B LAND IMPS FCV RATIO CURRENT 793,800 709,600 1,503,400 parcel see RECOMMENDED: 686,405 613,595 1,300,000 TASR s Personal Property: See attached Reason: CODE 19 - Per Judgment TX2015 -000134 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: 124-60-001R 124-60-001Q Parcel Current: Number Tax Tax Date: Case: Year 3740 3740 PUC of 2016 30-JUN-16 Parcels TX2015-000134 2 793,800 225,300 568,500 Land 709,600 267,600 442,000 lmpr Reason: Attorney: Plaintiff: 1,503,400 492,900 1,010,500 FCV CODE LEIBSOHN BRODKIN TAX 19 - APPEAL Per TERRY B 1,163,799 376,504 787,295 LPV Judgment SETTLEMENT 1.12 @ 1.12 @ Class 18% I 18% TX2015-000134 N/C N/C PUC Recommended: RECOMMENDATION 686,405 194,820 491,585 Land Basis: Specialist: Appraiser: 613,595 231,395 382,200 I m pr COXA BARR MARY 1,300,000 426,215 873,785 FCV Page: N/C N/C Class 1 of SP27070 1 A2 A2 Rule SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PALMER Prepared by: CHAPPELA / COXA Date: 06/21/2016 Employee #: 7824 / 3710 Tax Case: TX2015-000351 Parcel #: 200-19-926 Year: 2016 Plantiff MS-RCS ARROWHEAD LLC LAND IMPS FCV RATIO CURRENT 1,052,800 9,623,200 10,676,000 10.00 % RECOMMENDED: 891,025 8,144,475 9,035,500 10.15 % Recommended LPV calculation used: Rule B3 - 76 °A) Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2015-000351 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: 70 % CLASS 4.5 g tom % LAND 30 % CLASS 2.R g 15.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 4.5 @ 10.00 % 1910 0 % CLASS @ 0.00 4)/0 0 % CLASS g 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Cty Atty: PATTERSON Prepared by: JOHNSTON / COX_A Date: 06/27/2016 Employee #: 7783 / 3710 Tax Case: TX2016-000348 Parcel #: 303-48-976 Year: 2016 Plantiff LAWRENCE LAND II LLC LAND IMPS FCV RATIO CURRENT 906,100 1,279,300 2,185,400 18.00 % RECOMMENDED: 705,000 995,000 1,700,000 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment TX2016-000348 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 @ 18.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 1.12 @ 18.00 % 1140 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 07/08/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEIBSOHN Prepared by: DEPAULO / LYLES Employee #: 7818 / 3683 Tax Case: ST2 0 16 - 0 0 0 0 05 Parcel #: see attached Tax Year: 2017 Plantiff: GILA BEND 260 LLC LAND IMPS FCV LPV RATIO CURRENT 801,700 0 801,700 79,500 parcel see RECOMMENDED: 59,457 N/C 59,457 TASR ' s Personal Property: See attached Reason: CODE 19 - Per Judgment ST2016-000005 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 89 89 SP27070 1 of 1 Class N/C N/C LPV Page: FCV 47,175 12,282 59,457 DEBRA DEPAULO LYLES IMpr N/C N/C 0 Appraiser: Specialist: Basis: Land 47,175 12,282 59,457 RECOMMENDATION Recommended: PUC 4110 4110 ST2016-000005 1 15% I 15% Class @ @ 2.R 2.R SETTLEMENT LPV 62,888 16,612 79,500 Judgment LLC 260 Per - APPEAL BEND 19 GILA LEIBSOHN CODE FCV 628,000 173,700 801,700 TAX Plaintiff: Attorney: Reason: Impr 0 0 0 Land 628,000 173,700 801,700 2 ST2016-000005 Parcels 08-JUL-16 2017 PUC 0011 0011 of Year Case: Date: Tax Tax Number Current: Parcel 402-03-014 402-03-015 Totals: SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 06/29/2016 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: LEMSOHN Prepared by: BELLJ / LYLES Employee #: 7795 / 3683 Tax Case: ST2016-000007 Parcel #: see attached Tax Year: 2017 Plantiff: SIERRA BUILDERS LLC LAND [MPS FCV RATIO CURRENT 1,466,900 0 1,466,900 parcel see RECOMMENDED: 21,392 N/C 21,392 TASR ' s Personal Property: See attached Reason: CODE 19 - Per Judgment ST2016-000007 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: 143-20-010 143-20-009K Parcel Current: Number Tax Tax Date: Case: Year 0021 0021 PUC of 2017 29-JUN-16 Parcels ST2016-000007 2 1,466,900 795,000 671,900 Land 0 0 o Impr Reason: Attorney: Plaintiff: TAX 1,466,900 795,000 671,900 FCV CODE LEIBSOHN SIERRA 19 - APPEAL Per BUILDERS 1,168,545 629,895 538,650 LPV Judgment LLC SETTLEMENT 2.R 2.R @15% © 15% Class 1 I ST2016-000007 4110 4110 PUC Recommended: RECOMMENDATION 21,392 11,550 9,842 Land Basis: Specialist: Appraiser: 0 N/C N/C Impr LYLES BELL JEANNINE 21,392 11,550 9,842 FCV Page: N/C N/C Class 1 of SP27070 1 B9 B9 Rule