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Board of Supervisors' Agenda March 25, 2020 2019/2020: ST2019-000041; ST2019-000046; ST2019-000047; ST2019-000050; ST2019-000051; ST2019-000054; ST2019-000055; 2020: ST2019-000044; ST2019-000049; ST2019-000545; 2019/2020 S1,2706: *** COVER SHEET*** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 03/05/2020 Marieopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: CONNOR Prepared by: STOGNER WOLFES Employee 41: 7847 3694 Tax Case: ST20 1 9-000 041 Parcel #: see attached Plantiff: RILEY FAMILY TRUST Tax Year: 2019 LAND CURRENT 292,600 RECOMIVIENDED: 291,400 IMPS FCV 1,170,700 1,463,300 933,600 1,225,000 RATIO see parcel TASR's Personal Property: See attached Reason: CODE 19 - Per Judgment ST2019-000041 The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Current Tax: N/A Recommended Tax: N/A Total Refund: N/A Half Refund: N/A SP2706: *** COVER SHEET*** TAX APPEAL SETTLEMENT RECOMMENDATION Date: 03/05/2020 Maricopa County 2 Parcels 301 West Jefferson Phoenix, AZ 85003 Cty Atty: CONNOR Prepared by: STOGNER / WOLFES Employee #: 7847 / 3694 Tax Case: ST2019-000 041 Parcel it: see attached Plantiff RILEY FAMILY' TRUST Tax Year: 2020 LAND CURRENT 300,900 RECOMMENDED: 291,400 IMPS FCV 1,203,900 1,504,800 933,600 1,225,000 RATIO see parcel TASR S Personal Property: See attached Reason: CODE 19 - Per Judgment 8T2019-000041 The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Current Tax: N/A Recommended Tax: N/A Total Refund: N/A Half Refund: N/A Impr 933,600 o Land Impr 229.600 1,203,900 71,300 C Totals: 300,903 1,504,800 1,504,800 291,400 1,203,909 933,600 1,225,000 Date: 05-MAR-20 Tax Year 2020 Tax Case: S12019-000041 Number of Parcels 2 TAX APPEAL SETTLEMENT RECOMMENDATION Plaintiff: RILEY FAMILY TRUST Attorney: CONNOR Reason: CODE 29 - Per Judgfrzent S'T2013-000041 P27070 Page: 'I of 1 Appraiser: STOGNER JAMES Specialist: WOLVES Basis: Current Parcel PUC 217-07-515 0161 217-07-517C 0197 FCV 1,433,500 71,300 LPV Class 1,433,500 3.1 @la% 1 WC 71,300 3.1 (10% i WC FCV 1,167,000 58,000 Class Rule N/C A2 N/C A2 Recommended: PUC Land 233,400 58,000 SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / WOLFE'S Employee 7847 / 3694 CO, Atty: CONNOR Date: 03/05/2020 Tax Case: ST2019-000046 Parcel it: 505-44-007 Year: 2019 Plantift RIPLEY ROBERT C LAND CURRENT 143,800 RECOMMENDED: 105,000 IMPS 575,200 420,000 FCV 719,000 525,000 RATIO 10.00 % N/C °A) Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000046 Current Tax: N/A Recommended Tax: N/A Total Refund: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax ).efunds. Half Refund: N/A LEGAL CLASSIFICATION : PDC 0151 LAND IMPS 100 % CLASS 3.1 ® 10.00 % 0 % CLASS ® 0.00 % 0 % CLASS @ 0.00 % 100 % CLASS 3.1 @ 10.00 % 0 % CLASS ® 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX - APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / WOLFES Employee if: 7847 / 3694 CO/ Arty: CONNOR Date: 03/05/2020 Tax Case: ST2019-000046 Parcel it: 505-44-007 Year: 2020 Plantiff RIPLEY ROBERT C LAND IMPS FCV RA110 CURRENT 148,400 593,700 742,100 10.00 % RECOMMENDED: 105,000 420,000 525,000 I N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000046 Current Tax: N/A Recommended Tax: N/A Total Refund: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Half Refund: N/A LEGAL CLASS IFICATION PIJC 0151 LAND IMPS 100 % CLASS 3.1 ® 10.00 % 0 % CLASS ® 0.00 % 0 % CLASS ® 0.00 % 100 % CLASS 3.1 ® 10.00 % % CLASS ® 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / LYLES Employee 4: 7847 / 3683 Cty CONNOR Date: 03/12/2020 Tax Case: ST2019-000047 Parcel #: 102-39-909- Year: 2019 Plantiff ATOS INC LAND IMPS FCV RATIO CURRENT 325,500 877,300 1,202,800 18.00 % RECOMMENDED: 227,900 614,600 842,500 N/C % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000047 Current Tax: N/A Recommended Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : PUC 1120 LAND IMPS 100 % CLASS 1.12 @ 18.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % 100 % CLASS 1.12 @ 18.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by STOGNER / LYLES Employee #: 7847 / 3683 Cry Arty: CONNOR Date: 03/12/2020 Tax Case: ST2019-000047 Parcel 4: 102-39-909 Year: 2020 Plantiff: ATOS INC LAND IMPS FCV RATIO CURRENT 326,600 863,900 1,190,500 18.00 % RECOMMENDED: 227,900 614,600 842,500 N/C % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000047 Current Tax: N/A Recommended Tax: N/A The Alaricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : PUC 1120 LAND IMPS 100 % CLASS 1.12 g 18.00 % 0 % CLASS g 0.00 % % CLASS g 0.00 % 100 % CLASS 1.12 g 18.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / LYLES Employee #: 7847 / 3683 Cly Ally: CONNOR Date: 03/16/2020 Tax Case: ST2019-000050 Parcel it: 217- 03 -512 Year: 2019 Plantiffi GARY L SCHULTZ AND JEAN M SCHULTZ TRUS LAND IMPS FCV RATIO CURRENT 273,300 1,093,500 1,366,800 10.00 % RECOMMENDED: 228,200 912,800 1,141,000 N/C % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000050 CIETC171 Tax: N/A Recommended Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 3.1 @ 10.00 % 0 °A) CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 3.1 @ 10.00 % 0161 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / LYLES Employee #: 7847 / 3683 Cry Arty: CONNOR Date: 03/16/2020 Tax Case: ST2019-000050 Parcel #: 217-03-512 Year: 2020 Plantiff: GARY L SCHULTZ AND JEAN 14 SCHULTZ TRUS LAND IMPS FCV RATIO CURRENT 283,500 1,134,300 1,417,800 10.00 % RECOMMENDED: 228,200 912,800 1,141,000 N/C % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000050 Current Tax: N/A Recommended Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 3.1 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 100 % CLASS 3.1 @ 10.00 % 0161 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / InES Employee #: 7847 / 3683 Ciy Ally: CONNOR Date: 03/16/2020 Tax Case: ST2019-000051 Parcel II: 169-52- 012 Year: 2019 Plantiff: COOPER GENE LAND IMPS FCV RATIO CURRENT 211,300 845,400 1,056,700 10.00 % RECOMMENDED: 164,000 656,000 820,000 N/C Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000051 Current Tax: N/A Recommended Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : PUC 0151 LAND IMPS 100 % CLASS 4.1 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % 100 % CLASS 4.1 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / LYLES Employee #: 7847 / 3683 CI)' Atty: CONNOR Date: 03/16/2020 Tax Case: ST2019-000051 Parcel #: 169-52-012 Year: 2020 Plantiff: COOPER GENE LAND IMPS FCV RATIO CURRENT 244,400 977,600 1,222,000 10,00 % RECOMMENDED: 164,000 656,000 820,000 N/C % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000051 Current Tax: N/A Recommended Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds, Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 4.1 @ 10.00 % 0 % CLASS g 0.00 % 0 % CLASS g 0.00 % PUC 0151 IMPS 100 % CLASS 4.1 0 % CLASS 0 % CLASS SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / WOLFES Employee & 7847 3694 Cty Attr CONNOR Date: 03/04/2020 Tax Case: ST2019-000054 Parcel #: 176-10-805 Year: 2019 Plantiff CHALET INC LAND IMPS FCV RATIO CURRENT 664,900 0 664,900 15.00 % RECOMMENDED: 440,500 N/C 440,500 N/C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment 5T2019-000054 Current Tax: N/A Recommended Tax: N/A Total Refund: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Half Refund: N/A LEGAL CLASSIFICATION : PUC 0021 LAND IMPS 100 % CLASS 2.R 0 % CLASS 0 % CLASS % CLASS 0 % CLASS 0 % CLASS @ 15.00 % @ 0.00 % @ 0.00 % @ 0.00 % ® 0.00 % @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Iviaricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNE.R / WOLFES Employee #: 7847 / 3694 City Ally: CONNOR Date: 03/04/2020 Tax Case: ST2019-000054 Parcel lk 176-10-805 Year: 2020 Plantiff: CHALET INC LAND IMPS FCV RATIO CURRENT 698,100 0 698,100 15.00 % RECOMMENDED: 440,500 NIC 440,500 N7C % Recommended LPV calculation used: Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000054 Current Tax: N/A Recommended Tax: N/A Total Refund: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. HalfRefund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 2.R @ 15.00 % 0 °A, CLASS @ 0.00 % 0 % CLASS @ 0.00 % PUC IMPS 0 % CLASS • 0.0 % 0021 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by STOGNER / LYLES Employee #: 7847 / 3683 Cty Atty: CONNOR Date: 03/12/2020 Tax Case: ST2019-000055 Parcel #: 175-59-392 Year: 2019 Plante GROSS JOEL LAND IMPS FCV RATIO CURRENT 163,500 654,300 817,800 10.00 % RECOMMENDED: 140,000 560,000 700,000 N/C % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000055 Current Tax: N/A Recommended Tax: N/A The 11/laricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : PUC 8550 LAND IMPS 100 % CLASS 3.1 @ 10.00 °A 0 % CLASS qi) 0.00 % 0 % CLASS @ 0.00 % 100 % CLASS 3.1 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / LYLES Employee #: 7847 / 3683 Ciyiltty: CONNOR Date: 03/12/2020 Tax Case: ST2019-000055 Parcel it: 175-59-392 Year: 2020 Plantiff: GROSS JOEL LAND IMPS FCV RATIO CURRENT 174,800 699,200 874,000 10.00 % RECOMMENDED: 140,000 560,000 700,000 N/C % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment 8T2019-000055 Current Tax: N/A Recommended Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Total Refund: N/A Half Refund: N/A LEGAL CLASSIFICATION : PUC 8550 LAND IMPS 100 % CLASS 3.1 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % 100 % CLASS 3.1 @ 10.00 % 0 % CLASS @ 0.00 % 0 % CLASS @ 0.00 % 2020 SP2706: *** COVER SHEET *** TAX APPEAL SETTLEMENT RECOMMENDATION PER SETTLEMENT - 42-16002 Not Applicable. Marieopa County 301 West Jefferson Phoenix, AZ 85003 Date: 03/17/2020 5 Parcels Cty Atty: CONNOR Prepared by: STOGNER / LYLES Employee It: 7847 / 3683 Tax Case: ST2019-000044 Parcel #: see attached Planta: ZNM HOLDINGS LLC Tax Year: 2020 LAND CURRENT 327,100 RECOMMENDED: 163,400 IMPS FCV 1,309,300 1,636,400 654,600 818,000 RATIO see parcel TASR s Personal Property: See attached Reason: CODE 19 - Per Judgment ST2019-000044 The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Half Refund: N/A Current Tax: N/A Recommended Tax: N/A Total Refund: N/A Date: 17•MAR-20 TAX APPEAL SETTLEMENT RECOMMENDATION S227878 Page: 1 of 1 Tax Yean 2020 Heflin ZNM HOLDINGS RC Appratien STOGNER JAMES Tax Case: ST2019-000044 Attorney: CONNOR Spedanst LYLES Number of Parcels: 5 Reason: CODE 19 - Per Judgment ST2019 -000044 Bads: Correct: Parcel PUC 111.39,379 8530 111-39-380 8530 111.39.381 8530 111.39.382 8530 111 ,39,383 8530 Totals: LPV Class 4,1 0 10% 4.1 15 10% 4.1 15 10% 4,1 15 10% 4.1 0 10% Recommended: PUG Land 2807 32,900 2807 32,600 2807 32,600 2807 32.600 2807 32,700 163,400 LP'! Class Rule N/C A2 N/C A2 N/C A2 N/C 152 N/C A2 Land Intor FCV 65,700 263,160 326,800 65,300 261,400 326,700 65,300 261,400 126,700 65,300 261,400 126.700 65,500 262,000 127400 327,100 1,309,300 1,636,400 654.600 818,000 Impr FCV 131,500 864,400 130,700 561,300 130,700 I 61,300 130,700 161,300 131,000 167,700 PER SETTLEMENT - 42-16002 Not Applicable. SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER LYLES Employee #: 7847 / 3683 Cty Ally: CONNOR Date: 03/12/2020 Tax Case: ST2019-000049 Parcel if: 505-26-009 Year: 2020 Plantiff: BILAK ENTERPRISES INC LAND IMPS FCV RATIO CURRENT 365,000 440,400 805,400 18.00 % RECOMMENDED: 220,500 269,500 490,000 N/C Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000049 Current Tax: N/A Recommended Tax: N/A Total Refund: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. Half Refund: N/A LEGAL CLASSIFICATION : LAND 100 % CLASS 1.12 g 18.00 % % CLASS g 0.00 % 0 % CLASS g 0.00 % PUC IMPS 100 % CLASS 1.12 @ 18.00 % 2030 0 % CLASS g 0.00 % 0 % CLASS g 0.00 % SP27060 TAX APPEAL SETTLEMENT RECOMMENDATION AG STATUS GRANTED - 42-16002 Not Applicable. Maricopa County 301 West Jefferson Phoenix, AZ 85003 Prepared by: STOGNER / LYLES Employee it: 7847 / 3683 Ciy Ally: CONNOR Date: 03/12/2020 Tax Case: ST2019-000545 Parcel #: 401-17-015B Year: 2020 Plantiff: ALC ACQUISITION LAND HOLDINGS LLC LAND IMPS FCV RATIO CURRENT 1,092,200 0 1,092,200 15.00 % RECOMMENDED: 85,689 N/C 85,689 N/C % Personal Prop: N/A Basis: Reason: CODE 19 - Per Judgment ST2019-000545 Current Tax: N/A Recommended Tax: N/A The Maricopa County Assessor's Office does not provide estimates of recommended taxes or tax refunds. 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 % 0 % CLASS 0 % CLASS 0 % CLASS @ 0.00 % @ 0.00 % • 0.00 % PUC CHANGE TO: IMPS 4110