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05-01-00 agenda CITY OF RICHFIELD MONDAY, MAY 1, 2000 LOCAL BOARD OF EQUALIZATION 6:00 P.M. COUNCIL CHAMBERS AGENDA CALL TO ORDER ROLL CALL 1. CONVENING OF 2000 RICHFIELD BOARD OF EQUALIZATION STAFF REPORT NO. 122 ADJOURNMENT AUXILIARY AIDS FOR INDIVIDUALS WITH DISABILITIES ARE AVAILABLE UPON REQUEST. REQUESTS MUST BE MADE AT LEAST 96 HOURS IN ADVANCE TO THE ADMINISTRATIVE SERVICES DIRECTOR AT 861-9702. gig& AGENDA ITEM # I REPoRT # 122 MAY 1, 2000 Z REPORT PREPARED BY: REPORT PRESENTER: STAFF REPORT CITY COUNCIL MEETING DEPARTMENT DIRECTOR REVIEW: REVIEWED BY CITY MANAGER: d NAME, TITLE 114.J IV V ITEM FOR COUNCIL CONSIDERATION: Convening of the 2000 Board of Equalization L RECOMMENDED ACTION: Convene the 2000 Board of Equalization and By Motion: Act on each individual appeal to the Board. III. BACKGROUND The 2000 Richfield Board of Equalization is scheduled for Monday, May 1, 2000 at 6 p.m. in the Council Chambers of City Hall. As provided by City Charter, the Board of Equalization consists of the Mayor, Council Members and two citizens appointed by the City Manager with confirmation by the City Council. Mr. Lawrence Emond and Mr. Glenn Erickson were recently appointed to serve on the 2000 Board of Equalization. The duties and responsibilities of the Board of Equalization are established by state law. In general, it is the Board's responsibility to hear appeals by property owners from the Estimated Market Values (EMV) established by the City Assessor and to determine if market values should be adjusted. The appeals must focus on market values rather than tax rates or other concerns which property owners may bring up to the Board. STEVEN L. DEVICH, ADMINISTRATIVE SERVICES DIRECTOR NAME, TITLE STEVEN L. DEVICH, ADMINISTRATIVE SERVICES DIRECTOR 0501Bd Rev vJ Each parcel of property in Richfield has had an EMV set as of January 2, 2000. Overall, residential property values increased by approximately 11.9% from 1999 values. Properties which were physically reappraised received reductions and increases, but were generally increased. Properties which were not physically reappraised received statistical adjustments based on the characteristics of the property and a computer assisted assessment. The Richfield property assessment was conducted through a contract with Hennepin County, which is supervised by the Administrative Services Department. Staff works closely with the Hennepin County Property Appraisers to ensure that the local assessment complies with the provision of the law. For example, the Administrative Services Director verifies that the number of on-site properties appraised for 2000 meets the standard (25% of total properties in the City) established by law. In addition, the median ratio (comparing EMV to sales price) for Richfield's 2000 assessment is 93.8%. The County Auditor's suggested level of assessment (median ratio) for all municipalities in Hennepin County is 94%. Thus, the Richfield local assessment is on target with comparable Hennepin County communities. On March 10, 2000 property valuation notices were mailed to all property owners showing the 2000 EMV. The notices advised property owners to contact the City Assessor's office regarding any questions or to schedule an appearance before the Board of Equalization if the property owner desired to challenge the EMV. About 127 inquiries have been received to date, as compared to 211 last year. In addition, Assessing staff did 31 property reviews. Some resulted in adjustments by the Assessing staff. A list of the property owners who are appealing their EMV is attached to this Staff Report. III. BASIS OF RECOMMENDATION A. POLICY I • State Statute and. City Charter mandate a Board of Equalization Hearing each year to be conducted before May 31. • The City Council has established Monday, May 1, 2000 at 6 p.m. as the date and time of the Board of Equalization Hearing for 2000. B. CRITICAL ISSUES • To date, the City has received five notifications of appeals to the local Board of Equalization. All of these individuals indicated that they would appear before the Local Board. • The Board must be completed within 20 days of the day the Board is first convened. C. FINANCIAL • None D. LEGAL • Any adjustments made by the Richfield Board of Equalization will be recorded on the property assessment rolls. After appearing at the Local Board, property owners may subsequently appeal to the Hennepin County Board of Equalization and/or the State Tax Court. • Notice of the hearing has been published and posted pursuant to law. IV. ALTERNATIVE RECOMMENDATION(S) • None V. ATTACHMENTS • Relevant documentation for each appeals case scheduled VI. PRINCIPAL PARTIES EXPECTED AT MEETING 0 Craig Lone, Hennepin County Property Appraiser CITY OF RICHFIELD 2000 LOCAL BOARD OF REVIEW May 1, 2000 Appearances 2000 EMV Recommendation Henry Mattila 110,000 no change 6800 4th Avenue South 27-028-24-44-0068 Gobin Persaud 104,000 no change 7638 Chicago Avenue South 35-028-24-33-0057 Jeanne Lange 153,500 no change 6954-6956 1st Avenue South 27-028-24-43-0114 Richard Gunderson 148,000 no change 7101 Oakland Avenue South 35-028-24-22-0059 Letter Portland Holding Company, LLC 190,000 no change 6544 Portland Avenue South 27-028-24-14-0011 9 • • • ADDRESS 6800 - 4TH AVE S PID # (42)27-028-24-44-0068 Sale Date 0/0 Sale Price 0 2000 EMV: 110,000 Sale Date /0 Sale Price Style and Story Height R1 00 Age 1950 Ground Floor Area 950 sq.ft. Gross Bldg Area Finished Bsmt Area 50% Finish Quality Poor Fireplaces 0 Central Air Conditioning Yes Baths- Deluxe: 0 Full: 1 314: 1 1/2: 0 Porches: Glazed 90 Screened Open 0 Deck Garage#1 400 Type Attached Garage#2 0 Type Lot Size: 9,720 sq.ft. 0.22 acres Lake/Bay/Rating 0 - 0 - 0 Effective Frontage Comments: 950 sq.ft. 0 0 0 SALES COMPARISON ADJUSTMENT GRID 6800 4th Ave. S. 6739 Stevens Ave. S. 6944 4th Ave. S. 7037 Portland Ave. S. Richfield Richfield Richfield Richfield xD::•::::.:::.;_::.:.;:.:.:;.:.:<;....::::..:.I 27-028-24-44-0068 27-028-24-42-0033 27-028-2444-0107 35-028-24-22-0097 SAIK+ _ •::::::I NA Aug-99 Nov-98 Oct-98 NA $117,600 $115,000 $107,900 NA NA NA NA - ------------- NA $117,600 $115,000 $107,900 $0.00 $107.59 $103.60 $112.40 Rambler Rambler Rambler Rambler 950 1,093 I 1,110 I 960 045?..TtA«{'I 950 1,093 I ($4,300) 1,110 I $4 800 ( ) 960 -__ Average Similar I ? Similar I Similar I I 1950-50 1942-55 I I 1942-55 I 1952-52 I 1'$3??)€0-N. Average ? Superior I ($1,500) ? Similar I ? Similar 1r?.1N! 111510,:.. ::::I 5 6 ) 1 5 ( 1 4 wVwf 2 3 2 2 2 0 I $2,500 i o I $2,50. o I 0 Full I Full ($1,500) 320-Poor I $500 435-Avg ($2,500) None I None ($2,000) 1 I ($2,000) 1 I ($2,000) i I FA Gas/CA I 1 FA Gas/None I $1,500 I 2 Car Att 2 Car Att $1,000 460 ($500) 506 ($500) i None i None None I $2,000 96' SP ( $1,000 I I 87'X 122' I ($1,500) 69X 125 Busy Street $3,000 Average fYF'HlwR 1 i 0 Full 475-poor None None FA Gas/CA 2 Car Att. 400 None 90' GLP 72'X 135' Average ($7,300) $107,700 $113.37 I I $4,000 $2,400 $111,900 $108,300 $117.79 $114.00 $112,000 $117.89 Per Sq Ft ? I I I I I 1 0 I $2,500 I 1 1 I ($2,000) 0 Full I Full 655-Avg I ($4,000) 330-Avg None I None None I I FA Gas/CA FA Gas/CA 1 Car Tuck 2 Car Det 330 $2,500 400 None i None None I $2,000 96' GLP 75'X 135' I 70'X 135' Average Average 6945 5th Ave. S. Richfield I 27-028-24-44-0088 Sep-98 $105,900 NA $105,900 $121.7 Rambler 870 870 ( $2,400 Similar 1948-48 Similar 5 I I • • • 6739 Stevens Ave. S. Richfield 7037 Portland Ave. S. Richfield COMPARABLE SALES 6944 4th Ave. S. Richfield 6945 5th Ave. S. Richfield • ADDRESS 7638 - CHICAGO AVE S PID # (42)35-028-24-33-0057 Sale Date 5 / 87 Sale Price 78,200 2000 EMV: Sale Date /0 Sale Price Style and Story Height R100 Age 1956 Ground Floor Area 939sq.ft. Gross Bldg Area Finished Bsmt Area 50% Finish Quality Ave Fireplaces 0 Central Air Conditioning Yes Baths- Deluxe: 0 Full: 1 3/4: 1 1/2: 0 Porches: Glazed 0 Screened Open 0 Deck Garage#1 396 Type Detached Garage#2 0 Type Lot Size: 8,712 sq.ft. 0.20 acres Lake/Bay/Rating 0 - 0 - 0 Effective Frontage Comments: 104,000 939 sq.ft. 0 0 0 SALES COMPARISC 7638 Chicago Ave. S. 7609 11th Ave. S. Richfield Richfield 35-028-24-33-0057 35-028-24-34-0021 Feb-99 $122,900 $0.00 $132.86 Rambler Rambler 939 925 939 925 Average S1. Inferior I $3,000 1956 1954 Average SI. Superior I ($3,000) 5 5 2 ?. 2 1 1 1 -Poor ? 0 I $1,000 I I Full Full 470 370 I $1,000 None None IN ADJUSTMENT GRID 7615 14th Ave. S. 7638 Bloomington Ave. S. 7638 13th Ave. S Richfield Richfield Richfield J 35-028-2443-0070 I 35-028-24-43-0047 35-028-24-43-0031 +I Nov-99 I May-99 Aug-99 I $137,900 $129,000 $129,900 $147.64 $138.12 $110.37 Rambler I Rambler Rambler 934 I l 934 I 1,177 934 I 934 I 1,177 ($8,300) Similar I + Similar I Similar 1956 I 1954 I, 1953 I Sl. Superior I ($3,000) ( SI. Superior ($3,000) Sl. Superior I ($3,000) 7 I I 5 I I I 6 3 1 1 I I 3 1 I ? 3 1 I ! I I 1 I I I I 1 -Avg I ($1,500) I 1 -Avg I ($1,500) 0 I $1,00P Full I I Full I 80% 467 I I 467 I 0 I $4,700 None I I None None LA.w None None I 2 I ($4,000) I None FA Gas/ CA FA Gas/CA I I Fa Gas/CA I FA Gas/CA 2 Car Det 2 Car Det 2 Car Det 2 Car Det 396 440 484 440 None 392 I ($1,500) 428 I ($1,500) I None None 128 OP I ($1,500) 122 GLP ( ($3,000) None IjLoTsf ":s 8,712 9,900 I 9,975 I I 9,975 Next to Wall Average ($3,000) Average ($3,000) Next to Wall OTH1 12 > i Kitch R d I $3 000 en m ( , ) Kitchen Rmd ($4,000) ($19,000) ($7,500) !`?SALB $119,000 $119,000 $121,500 .. $ 126.73 $126.73 ? $129.39 Indicated Value As Of January 2, 2000: 1 I ($2,000) I Fa Gas/CA 1 Car Att ($2,000) 390 None None 9,900 Next to Wall ($3,000)1 I 1 I I ($9,600) $120,000 r $127.80 $119,000 126.73 Per Sq Ft • • Comparable #E1 760911th Ave. S. Richfield Comparable 13 7638 Bloomington Ave. S. Richfield COMPARABLE SALES Comparable 12 761514th Ave. S. Richfield Comparable /4 763813th Ave. S. Richfield t • ADDRESS 6954 -1ST AVE S PID # (42)27-028-24-43-0114 Sale Date 4/ 91 Sale Price 124,000 2000 EMV: 153,500 Sale Date /0 Sale Price Style and Story Height 13100 Age 1953 Ground Floor Area 1944sq.ft. Gross Bldg Area 1944 sq.ft. Finished Bsmt Area 30% Finish Quality Ave Fireplaces 1 Central Air Conditioning Yes Baths- Deluxe: 0 Full: 2 3/4: 0 1/2: 0 Porches: Glazed 0 Screened Open 0 Deck Garage#1 480 Type Detached Garage#2 0 Type Lot Size: 13,500 sq.ft. 0.31 acres Lake/Bay/Rating 0 - 0 - 0 Effective Frontage 0 Comments: 0 0 1 Comparable 11 6325 -6327 Nicoilet Ave. S. Richfield Comparable ¥3 7301 - 7303 Nicoliet Ave. S Richfield COMPARABLE SALES Comparable 12 6808 - 6810 Nicoliet Ave. S. Richfield Comparable ¥4 7627 - 7629 Portland Ave. S. Richfield COMPARABLE SALES Comparable #5 6239 - 6241 Xerxes. Ave. S. Richfield • ADDRESS 7101 -OAKLAND AVE S PID # (42)35-028-24-22-0059 Sale Date 5 / 95 Sale Price 115,000 2000 EMV: 148,000 Sale Date /0 Sale Price Style and Story Height R100 Age 1948 Ground Floor Area 1548 sq.ft. Gross Bldg Area 1548 sq.ft. Finished Bsmt Area 30% Finish Quality Ave Fireplaces 2 Central Air Conditioning Yes Baths- Deluxe: 0 Full: 1 314: 1 1/2: 1 Porches: Glazed 0 Screened 0 Open 0 Deck 0 Garage#1 540 Type Attached Garage#2 0 Type Lot Size: 13,500 sq.ft. 0.31 acres Lake/Bay/Rating 0 - 0 - 0 Effective Frontage: 100 Comments: SALES COMPARISON ADJUSTMENT GRID A:ESI?ia;><>? z><'« 7101 Oakland Ave. S. ........................::..::::. Richfield 35-028-24-22-0059 : $115,000 A17:itSailt lE M... $74.29 Rambler 1,548 Gt f ?.?S t r?? .,.t...... 1,548 It()I7'1';;:::>;:.»::>:<:;::>:::::::<::::> Average 1948-75 11!JDtTI#31!F:;.:;:•;;;:.;:,;;;:.;:;. Good UEDA` LOT S 1ZE `Std>( F`>>>>' LOC 1 1 1-Poor 80% 371 None 2 Fa Gas/CA 2 Car Att 540 None None 100'X 135' Average 7129 Oakland Ave. S. Richfield 35-028-24-22-0056 Mar-99 $161,000 $119.79 Rambler 1,344 1,344 I $6,100 Similar 1953-63 Similar 6 3 0 i 1 I 1 0 i $500 80% 6909 Oakland Ave. S. Richfield 26-028-24-33-0057 Oct-99 $140,000 $102.12 Rambler 1,371 1,371 I $5,300 Similar I 1952-58 S1. Inferior I $2,000 7 I 4 0 1 1 I -Avg 60% 538 I ($1,700) 1 411 None i None 2 I 0 Fa Gas/CA ! I Fa Gas/None 2 Car Att I Car Det 440 $1,000 280 None I 432' 224' GLP I ($4,500) None 100'X 135' I 75' X 135' Similar Similar 1996 Kitchen Rmdl 11975 Kit. Rmdl. I $2,000 JStd. Kitchen Handicap Access I. ($5,000)1 ($1,600) S14,200 r>3 SLR PR1lti.... $159,400 $154,200 $102.97 $99.61 Indicated Value As Of J January 2,2000: $155,000 663,9 Bloomington Ave. S. Richfield 26-028-24-41-0059 Jun-99 $148,900 $111.37 Rambler 1,337 I 1,337 I $6,300 Similar I 1953-70 I Similar I .6 7232 Park Ave. S. Richfield 35-028-24-23-0094 Dec-98 $140,000 $114.38 Rambler 1,224 I 1,224 i S9,700 Similar 1954-75 I Similar 5 1 3 I 1 3 1 0 I 0 2 I ($3,500) 2 I (53,500) 0 $2,500 0 152,500 ($1,000) 0 $500 0 I $50L 90% I 80% 1 721 I (S3,500)1 391 None I None $4,000 1 I $2,000 0 I $4,000 $1,500 Fa Gas/CA I ( Fa Gas/CA 2 Car Att 2 Car Att $2,500 396 $1,400 484 $500 ($2,600) None I 400 I ($2,400) None None $2,500 75' X 135' I $2,500 75'X 133' I $2,500 Similar Similar $5,000 11980 Kit. Rmdl. 1 $2,000 11998 Kit. Rmddl. ($5,000) + I ($5,000) i ($5,000) $5,200 $8,800 $154,100 $148,800 $99.55 $96.12 $100.13 Per Sq Ft • • 7129 Oakland Ave. S. Richfield COMPARABLE SALES 6909 Oakland Ave. S. Richfield 0 6639 Bloomington Ave. S. 7232 Park Ave. S. Richfield Richfield Portland Holding g,C Company, ?LLLC 7. r *..v. April 29, 2000 Fax #952-861-9749 • Richfield Board of Review -,?m; County Assessor. City of Richfield 6700 PQitland Avenue South Richfield, MN 55423 Re: 6544 Portland Avenue-South PMN 27-029-24-14-0011 Dear Board of Review Members and County Assessor: The subject of this letter concerns the need for a "Valuation Reduction" in the market value for tie parcel listed above. This property consists of the former gas station property located at the comer of 6& and Portland, currently being.usM..as-a netaittimmidet• 'The property vitas sold on 12/1011999 by S&M Company and purchased by Portland Holding Company, LLC in an "arms length" transaction. to the complete "Minucapolis-St. Paul The sale of the property badban ox?? commercial real estate buying market" for more than nine months, which marketing of the property ultimately resulted *the sale-of this r property-on 12/1011299 in an "arms length" transaction for.a.pcice of.S56,250. On 01/02/200G, approximately 30 days-a$er-the closing of the "arms length" sale, this property was incorrectly assessed by City of Richfield and Hennepin- Countyat-a-hvtal value of S 190,000. Minnesota Statute 272.03 defines "market value" as "the usual selling price ... at the time of assessment. It is he4mice•thatcould be-obtatned at a private sale or an auction sale, if the assessor determines that-the p*v'fiom as auction sale represents an "anus-length" transaction. In the case of this property, weIsve ackat dete o€ "mi4kat-value", i.e. an arms length sale of the three properties just 30 days before the assessment date. Please review this_manmand a4ust the "Estimated Market Value" and-the "Market Value for Taxation" for taxes payable in-20M. to the vaioc esuMshodbyAhe-?Tms length sale of the property. 1 look forward to your respori" this letter. Thank you. Sincerely, -.0 kII &VP Norlin Boyum -? O Y l7 A h 1 La Chief NUnager Portland Holding Company, LLC Bo/VM 0