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D. Bd of Review & EqualizationMEMORANDUM CITYOF CHAN SEN 7700 Market Boulevard PO Box 147 Chanhassen, MN 55317 Administration Phone: 952227.1100 Fax: 952.227.1110 Building Inspections Phone: 952.227.1180 Fax: 952.227.1190 Engineering Phone: 952.227.1160 Fax: 952.227.1170 Finance Phone: 952.227.1140 Fax: 952,227.1110 Park & Recreation Phone: 952.227.1120 Fax: 952.227.1110 Recreation Center 2310 Coulter Boulevard Phone: 952227.1400 Fax: 952.227.1404 Planning & Natural Resources Phone: 952.227.1130 Fax: 952227.1110 Public Works 1591 Park Road Phone: 952.227.1300 Fax: 952.227.1310 senior Center Phone: 952.227.1125 Fax: 952.227.1110 Web Site www, ci.chanhassenmn.us TO: Todd Gerhardt, City Manager FROM: Justin Miller, Assistant to the City Manager .-:T/~ .12. DATE: April 21, 2004 RE: Board of Review and Equalization - Continued BACKGROUND At the April 12th meeting, the City Council, sitting as the Board of Review and Equalization, received comments regarding 2004 property valuations. Due to the number and complexity of the appeals, the hearing was continued to the April 26th meeting. Attached are appeals and recommendations from the County Assessor. They are summarized as below (supporting documentation for each property is attached to this report): Name Address Original Recommended Assessment Assessment Gerald and Janet 7305 Laredo Dr. $220,600 $211,400 Paulsen Paul Lidstone 3991 Country $304,800 $295,600 Oaks Dr. Bruce and Jennifer 4001 County Oaks $285,200 $272,100 Linn Dr. Stephen and 7603 Huron "$205,700 $205,700 Melinda Giordano Thomas and 801 Pleasantview $353,500 $353,500 Jeanne Kraker Rd. Terry and Gwen 161 South Shore $339,200 $339,200 Nelson Court Michael Jonikas 6368 Oxbow Bend $501,400 $501,400 David and Maren 6501 Troendle $393,100 $375,700 Reeder Circle Nancy Mancino 6620 Galpin Blvd. $1,265,200 $1,265,200 RECOMMENDATION Staff recommends that the Board of Review approve the appealed assessments as presented by the Carver County Assessor. 1 The City of Chanhassen · A growing community with clean lakes, quality schools, a charming downtown, thriving businesses, winding trails, and beautiful parks. A great place to live, work, and play. BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL # PID # 258200100 DATE 4/10/2004 NAME PAULSEN, GERALD & JANET ADDRESS 7305 LAREDODR CHANHASSEN DISTRICT PHONE MN 55317 CHANHASSEN CITY I WANT MY PROPERTY REVIEWED BECAUSE: Valuation increase in one year seems excessive. 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $72,400 2004 NEW IMPRV. VALUE $0 $148,200 2004 GA LAND VALUE $0 $220,600 CLASS 201 1 ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/20/2004 Mr. Paulsen contacted our office with questions on this estimated value for Pay 05. I inspected his home and reviewed market data for recent sales in his area of similar homes. After making some adjustments to the building data for his home which were noted during the interior inspection, I recommended a reduction in his estimated market value of $9,200. Mr. Paulsen is in agreement with this change. Attached is an e-mail response from Mr. Paulsen confirrning that this change is acceptable. ASSESSOR'S RECOMMENDATION: LAND VALUE $72,400 BUILDING VALUE $139,000 NEW EMV $211,400 iAMOUNT OF ADJ (DIF+-)i ($9,200) NEW IMPRV. VALUE CHANGE NEW GA LAND VALUE NEW CLASS CODE 201 1 $0 ACTION TAKEN BY BOARD: Approved as Recommended Adjusted as noted: Page 1 of 2 Steve Clay From: gerald w paulsen [paulseng@juno.com] Sent: Thursday, April 15, 2004 3:03 PM To: Steve Clay Subject: Re: Confirmation for Councilman Ayotte Mr. Clay: My wife and I accept the reduction in our 2005 property evaluation to $211,400 for estimated and taxable market value as a result of our appeal to the Board of Review and Equalization on April 12, 2004. This results in an increase of 8.5% over our 2004 evaluation. We had hoped for a greater reduction, and will continue to lobby the city and county for reduced spending. As you commented, part of the reason for increased purchase prices of homes is because of lower interest rates that encourages people to believe they can afford a higher priced house because of a lower mortgage payment. This is an artificial impetus for higher priced homes. To the Board: we regret we could not attend the meeting in person, and thank you for approving Mr. Clay's recommendation. Thank you for you timely response, Jerry & Jan Paulsen 7305 Laredo Dr. Chanhassen 934-7032 On Wed, 14 Apr 2004 16:33:53 -0500 "Steve Clay" <sclay(~co.carver.mn.us> writes: Councilman Ayotte would like confirmation that we are in agreement on the change in the estimated market value for you property. The following is a synopsis of events: An e-mail appeal from Mr. Gerald Paulsen was forwarded to me Monday, April 12, 2004. I met with Mr. Paulsen later that day, inspected the interior and exterior of the property, and reviewed market data of recent sales of similar properties in his general neighborhood area. Upon making changes to our computerized appraisal estimating program to reflect items noted during the inspection, I was able to recommend a reduction in the estimated market value for taxes payable in 2005 of $9,200. Mr. Paulsen agreed that this change was acceptable. Please confirm that this is also your understanding by replying to this e-mail and I will include it with our other information and responses to the council. Thanks. 4/20/2004 BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL# PID# DATE NAME ADDRESS 252510150 04/12/04 LIDSTONE, PAUL 3991 COUNTRY OAKS DR EXCELSIOR DISTRICT PHONE MN 55331 CHANHASSEN CITY I WANT MY PROPERTY REVIEWED BECAUSE: Miscellaneous 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $91,400 2004 NEW IMPRV. VALUE $0 $213,400 2004 GA LAND VALUE $0 $304,800 CLASS 201 I ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/19/2004 Mr. Lidstone appeared before the Board of Review on April 12th with an appeal based on storm water problems in his neighborhood. I spoke with the city's Water Recourses Coordinator, Laurie Haak, regarding this issue and was told that the city is working on ways to resolve the problem. I met with Mr. Lidstone and inspected the home and the lot, noting an area of the back yard that is being affected by the storm water. There was no sign of a water infiltration problem in the basement of the home. I am recommending a 10% reduction in the land value portion of the estimated market value. This is a reduction that has been historically used for problems such as this. I have discussed this reduction with Mr. Lidstone and he feels that this is a reasonable adjustment. He also understands that this reduction will be removed when the problem with the storm water runoff is corrected. ASSESSOR'S RECOMMENDATION: LAND VALUE BUILDING VALUE NEW EMV iAMOUNTOFADJ (DIF+-)i i ACTION TAKEN BY BOARD: $82,200 $213,400 $295,600 ($9,200) I Approved as Recommended NEW IMPRV. VALUE CHANGE $0 NEW GA LAND VALUE $0 NEW CLASS CODE 201 1 Adjusted as noted: Local Board of and Equalization Appeal Paul Lidstone 3991 Country Oaks Drive ,Excelsior, MN 55331:7706 Apdlt2,2004 Dear Board Members: We .are ,requesting :that our property taxes be ,reduced due to water runoff issue, involving the CitY of Chanhassen, caUsing soil erosion and water saturating soil in our backyard and 4 other adjacent properties. We .have .been working with the ,City ,of Chanhassen (Led Haak- Water Resoures Coordinator and Kate Aanenson -Community Development Director) for over3 years on the problem. The City has 'admitted that water from-Hallgren Court Properties is not flowing correctly into a existing storm water pond and flooding the backyards of 4 properties'in Country Oaks Drive. 'ln addition 'it appears that there is'leaking from the storm water pond causing backyard soils in Country Oaks Drive to be constantly saturated with water. The .city :is ,developing a plan to attempt ,to fix :the .problem. One of our neighbors downstream (having less erosion and soil saturation than we are) has been getting properby tax reductions for the past 2'years. This is'6741 Country Oaks Road owned by Steve and Lisa Ehlers. If we would attempt to sell .our house today our selling price would be diminished because of 'this water runoff problem. We have 'had landscaping eroded, gardens washed out, and even lost a couple of trees due to water/soil saturation. Please consider our request. Paul Lidstone 3991 Country Oaks Drive Parcel ID No. R25.2510150 Tax Bill 20336 :Phone ,Number-952-470-6346 BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL # PID # 252510160 DATE 04/12/04 NAME LINN, BRUCE & JENNIFER ADDRESS 4001 COUNTRY OAKS DR EXCELSIOR I WANT MY PROPERTY REVIEWED BECAUSE: MN 55331 DISTRICT PHONE CHANHASSEN CITY Miscellaneous 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $9t,400 $193,800 $285,200 2004 NEW IMPRV. VALUE 2004 GA LAND VALUE CLASS 201 1 $0 ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/19/2004 While investigating the storm water runoff issue for the neighboring property (Lidstone) with city staff, Mr. Linn's property was mentioned as the other property that was being affected. While inspecting the neighboring (Lidstone) property, I also inspected Mr. Linns home and lot. Mr. Linn has the same water runoff problems with the rear yard area of his property. Also, there was noted signs of water infiltration problems in an area of the basement at the rear of the home. I am recomtnending a 10% reduction in the land value portion and a 2% reduction in the building portion of the estimated market value. Mr. Linn finds these reductions acceptable, and also understands that they will be removed once the storm water problem is corrected. ASSESSOR'S RECOMMENDATION: LAND VALUE $82,200 NEW IMPRV. VALUE CHANGE $0 BUILDING VALUE $189,900 NEW GA LAND VALUE $0 NEW EMV $272,100 NEW CLASS CODE 201 1 iAMOUNT OFADJ (DIF+-)[ i ($13,100) i ACTION TAKEN BY BOARD: Approved as Recommended Adjusted as noted: BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL # PID # 253500190 DISTRICT DATE 4/12/2004 PHONE NAME GIORDANO, STEPHEN & MELINDA ADDRESS 7603 HURON CHANHASSEN MN 55317 CHANHASSEN CITY I WANT MY PROPERTY REVIEWED BECAUSE: Valuation increase in one year seems excessive. 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $67,000 $138,000 $205,70O 2004 NEW IMPRV. VALUE 2004 GA LAND VALUE CLASS 201 1 $0 ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/12/2004 Ms. Giordano has filed a appeal, feeling that her estimated market value is excessive. The home was built in 1966 with an attached garage. At some point the attached garage was remodeled into a family room and a detached garage was built. I have attached a sales comparison study with 3 sales of similar homes in the immediate neighborhood which indicates a market value for the home in the range of $228,000. Our current estimated value is $205,700. Ms. Giordano has expressed a concern that the family room conversion area is only heated with the fireplace and does not have central air. With the high demand for homes in this price range and the relatively low number available on the market, it is my observation that buyers will often overlook shortcomings such as this. Also, the $20,000+ difference between our estimated value and the indicated value in the sales comparison study should more than cover the cost to cure this deficiency. ASSESSOR'S RECOMMENDATION: LAND VALUE $67,000 NEW IMPRV. VALUE CHANGE $0 BUILDING VALUE $138,000 NEW GA LAND VALUE $0 NEW EMV $205,700 NEW CLASS CODE 201 1 iAMOUNT OFADJ (DIF+-)! [ $0 ~1 ACTION TAKEN BY BOARD: Approved as Recommended Adjusted as noted: Comparable Grid for 25.3500190 Item Subject Comparable t/1 Comparable #2 Comparable #3 Address 7603 Huron 7607 Huron 512 76 St W 509 Chun View IProp ID# 25.3500190 25.3500170 25.7900010 25.7900230 Chanhassen Orig. Town Location area Same Same Same Sale Price $227,000 $215,000 $213,500 Pdce/SF $171.71 $144.30 $204.11 Data Source Inspection Record Inspection Record Inspection Record Inspection Record AdjuStments Description Description 4-(-) Adj. Description .... +(-) Adj. . Description +(-) Adj. Date of Sale Jul-03 $9,000 Sep-03 $4,300 Aug-03 $5,500 Scholers 2nd Scholers 2nd Sub-Div. Highland Park Highland Park Addition Addition Site/View .30 Ac lot- good .31 Ac Lot-gd $0 .27 Ac Lot-good $0 .27 Ac Iot-gd $0 Design/Appeal One Story One Story $0 One Story $0 One Story $0 Quality of Construstion Avg-30 Avg-30 $0 Avg-30 $0 Avg-30 $0 Year Built 1966 1967 1970 ($2,000) 1975 ($4,500) Condition Avg for Age Avg for Age $0 Avg for Age $0 Avg for Age $0 Above Grade BR's Bth's Total BR Bth Tot BR Bth Tot BR Bth Tot Room Count 3 2 3 2 $0 4 2 $0 3 I $2,000 Living. ,&rea ..... 1,522 1,322 $6,000 1,490 $1,000 1,046 $14,300 Basement Area 1,102 1,322 ($2,200) 1,154 ($500) 1,008 $900 % Bsmt Area Fin. 54% 90% ($11,900) 52% ($100) 0% $11,900 Functional Utility Average Average $0 Average $0 Average $0 Heat/Cooling ForcedAir/CentralAir ForcedAir/Cen $0 ForcedAir/Cen $0 ForcedAir/Cen $0 Pool None None None None Garage 2 car detached 2 car attached ($2,500) I car attached $2,000 2 car attached ($2,500) Porches None Screened porch ($3,500) None $0 None $0 Decks/other None Deck ($1,000) Deck ($1,000) Deck ($1,000) Fireplaces One Frplc None $2,500 Woodstove $1,000 WoodstOve $1,000 ~ F00~ ~dj~Si~ , GroSs Adjustment % 12% ........ 5% 15% ~ ~rade Net Adjustment% 2% 2% 13% Bsmt ~:~'~ Net Adjustment ($3,600) $4,700 $27,600 Indicated Value ,,, $223,400 $219,700 $241,100 Final Value EstimateI $228,067 I CIMARRON CIR DRIVE DRIVI: SANTA FE TRAIL STREET CHAN Comp 1 77TH Comp WEST 78TH STREET WEST Sl CHAN ~, WEST Subject 25.3500190 Comp 1 Comp 2 Comp 3 11 BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL# PID# DATE NAME ADDRESS 252700330 4/13/2004 KRAKER, THOMAS & JEANNE 801 PLEASANT VIEW RD CHANHASSEN DISTRICT PHONE MN 55317 CHANHASSEN CITY I WANT MY PROPERTY REVIEWED BECAUSE: Valuation increase in one year seems excessive. 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $86,200 2004 NEW IMPRV. VALUE $0 $267,300 2004 GA LAND VALUE $0 $353,500 CLASS 201 I ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/19/2004 Mr. Kraker submitted a letter to appeal his estimated market value. Attached is a sales comparison study using 3 sales of walkout ramblers similar in size and quality. The indicated value for Mr. Kraker's property is $388,000. As our estimated market value is only $353,500, I am recommending that no changes be made to the value. ASSESSOR'S RECOMMENDATION: LAND VALUE $86,200 BUILDING VALUE $267,300 NEW EMV $353,500 IAMOUNT OF ADJ (DIF+-)'~ i $0 NEW IMPRV. VALUE CHANGE NEW GA LAND VALUE NEW CLASS CODE 201 1 $0 ACTION TAKEN BY BOARD: Approved as Recommended Adjusted as noted: 12 April 12, 2004 Thomas J Kraker 80l Pleasant View Road Chanhassen, MN 55317 R25.2700330 To: Local Board of Appeal and Equalization I believe my market value is too high in comparison to other homes in the Pleasant View area I am not on a lake or .pond, the house is not that large and is only a one story with the lower level finished. it appears at least the building value is too high in comparison to other properties such as 6500 Peaceful Lane, 335 Pleasant View Road, 855 Pleasant View Road, and 6320 Fox Path. Also, the driveway is directly on Pleasant View Road, and not on a cul de sac or less busy roack Please take another look at my valuation assessment. I hope you agree that it deserves to be lowered. Sincerely, Thomas Kraker 13 Comparable Grid for 25.8090140 Item Subject Comparable #1 COmparable #2 Comparable #3 Address 801 Pleasant View Rd 800 Woodhill Driive 890 Fox Court 1376 Ithilien Property ID# 25.2700330 25.1601940 25.2700450 25.3640080 Proximity 7/10 mile south 1/10 mile south 7/10 mile west Sale Price $295,000 $375,000 $345,000 Pdce/SF $146.33 $146.03 $216.44 Data Source Inspection Record Inspection Record Inspection Record Inspection Record Adjustments Description Description +(-) Adj. Description +(') Adj. Description +(-) Adj. Date of Sale May-03 $13,700 May-03 $17,500 Mar-03 $20,000 Ithiliem Fox Chase Subdiv/traffic Carver Beach/Iow Fox Chase/Iow Subdiv/Low Location influ, traffic $10,000 Traffic ($15,000) traffic ($15,000) SiteNiew .63Ac, Wooded Lot .46Ac, Wooded $0 .42Ac/Avg lot $5,000 .34Ac/Avg lot $5,000 Design/Appeal OneStory/Good OneStory/Gd OneStory/Gd $0 OneStory/Gd $0 Quality of Construstion Avg-35 Similar Quality $0 Similar Quality $0 Similar Quality $0 Yr. Built/Effective Age 1988/1988 1966/1975 $13,000 1989/1989 ($1,000) 1993/1993 ($5,000) Condition Avg for Age Avg for Age $0 Avg for Age $0 Avg for Age $0 Above Grade BR's Bth's Total BR Bth Tot BR Bth Tot BR Bth Tot Room Count 4 2.75 3 2 $1,500 3 1.75 $2,000 2 2.5 $500 Living Area 1,628 2,016 ($15,500) 2,568 ($37,600) 1,594 $1,400 Basement Area 1,628 2,016 ($3,900) 2,498 ($8,700) 1,582 $500 % Bsmt Area Fin. 90% 30% $21,500 0% $36,600 50% $16,900 Walkout Walkout Bsmt Walkout bsmt $0 Walkout bsmt $0 Walkout bsmt $0 Functional Utility Average Average $0 Average $0 Average $0 Heat/Cooling ForcedAir/CentralAir ForcedAir/Cen $0 ForcedAir/Cen $0 ForcedAidCen $0 Energy Efficient Items None None $0 None $0 None $0 2-Car Garage 3-CarAttached (773sf) Tuckunder $24,000 2Car Att(560sf) $5,000 2car Att(528sf) $6,000 Porches 3seasPor(252sf) None $18,000 None $18,000 None $18,000 Deck(280sf) Decks/other Deck(258sf) Deck(336sf) ($500) Deck(240sf) $0 Patio(168sf) ($1,000) Fireplaces One Fireplace Two Frplcs ($2,500) One Frplcs $0 One Frplc $0 GrOss Adjustment % 35% 29% 21% Net Adjustment% 27% 6% 14% Net Adjustment $79,300 $21,800 $47,300 Indicated Value $374,300 $396,800 $392,300 Final Value EstimateI $387,800 I Comp 2 Subject Comp 1 Comp 2 Comp 3 16 BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL# PID# DATE NAME ADDRESS 258010060 4/12/04 NELSON, TERRY & GWEN 161 SOUTH SHORE CT CHANHASSEN DISTRICT PHONE MN 55317 CHANHASSEN CITY I WANT MY PROPERTY REVIEWED BECAUSE: Valuation increase in one year seems excessive. 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $90,100 2004 NEW IMPRV. VALUE $0 $249,100 2004 GA LAND VALUE $0 $339,200 CLASS 201 1 ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/19/2004 Mr. Nelson has appealed his estimated value. I inspected the property with the owner. At that time he pointed out a paved bike/walking trail that was recently added to the park that his home backs up to. He feels this detracts from the value of his home. In my opinion, this does not have a negative effect on his value. I have attached a sales comparison study for your review which indicates a market value in excess of our current estimated value. No changes are recommended. ASSESSOR'S RECOMMENDATION: LAND VALUE BUILDING VALUE NEW EMV IAMOuNT OF ADJ (DIF+-)~ i ACTION TAKEN BY BOARD: $90,100 $249,100 $339,200 $0 NEW IMPRV. VALUE CHANGE NEW GA LAND VALUE NEW CLASS CODE 201 1 Approved as Recommended $0 Adjusted as noted: 17 Comparable Grid for 25.8010060 Item Subject Comparable #1 Comparable #2 Comparable #3 Address 161 South Shore Ct. 171 South Shore Ct. 6633 Alisa Ct 8755 Valley View Place Property ID# 25.8010060 25.8010050 25.7990130 25.1280080 Proximity - Next door 2 miles SW 2.5 miles SW Sale Price - $292,300 $344,900 $341,000 Price/SF $138.93 $159.90 $141.73 Data Source Inspection Record Inspection Record Inspection Record Inspection Record Adjustments Description Description +(-) Adj. Description +(-) Adj. Description I +(-) Adj. Date of Sale Jul-02 $35,100 May-03 $16,100 May-03 $15,900 Shenandoah Bluff Creek Location South Lotus Lake Subdv Same $0 Ridge $0 Estates .28Ac/backs to .33Ac/backs to .43Ac/Corner lot SiteNiew park/culdesac Park $0 well landspc'd $0 .54Ac/Culdesac $0 1 and 2 Design/Appeal 1 and 2 Story/Gd Story/Gd $0 1 & 2 Story/Gd $0 I & 2 Story/Gd $0 Quality of Construstion Abv. Average Abv.Avg. $0 Abv. Avg $0 Abv.Avg. $0 Yr. Built/Effective Age 1993/1993 1992/1992 $1,000 1995/1995 ($2,000) 1996/1996 ($3,000) Condition Avg for Age Avg for Age $0 Avg for Age $0 Avg for Age $0 Above Grade BR's Bth's Total BR Bth Tot BR Bth Tot BR Bth Tot Room Count 4 3.75 4 2.75 $2,000 3 2 $3,500 4 2.5 $2,500 Living Area 2,120 2,104 $600 2,157 ($1,500) 2,406 ($11,400) Basement Area 1,266 1,308 ($400) 1,345 ($800) 1,324 ($600) % Bsmt Area Fin. 84% 0% $26,600 0% $26,600 30% $16,700 Walkout Walkout Bsmt Walkout bsmt $0 Walkout bsmt $0 No Walkout $5,000 Functional Utility Average Average $0 Average $0 Average $0 Heat/Cooling ForcedAir/CentralAir ForcedAidCen $0 ForcedAir/Cen $0 ForcedAir/Cen $0 Energy Efficient Items None None $0 None $0 None $0 Garage 3-CarAttached (698sf) 3-Car Att(700sf) $0 3Car Att(780sf) ($1,000) 3car Att(640sf) $1,000 Porches None None $0 None $0 None Deck&Patio Decks/other Deck(246sf) (240sf) $0 Deck(330sf) ($500) Deck(336sf) ($500) Fireplaces Two Fireplaces One Frplc $2,500 One Frplcs $2,500 One Frplc $2,500 Square Foot Adjustments Gross Adjustment % 14% 8% 12% &bov~'Grade $40 . Net Adjustment% 23% 12% 8% Bsmt area $~0 Net Adjustment $67,400 $42,900 $28,100 Fin. Bsmt Area ~ $25= Indicated Value $359,700 $387,800 $369,100 Final Value EstimateI $372,200 I 18 iSubject Comp 1 Comp 2 Comp 3 19 Subject 25.8010060 Comp 1 Comp 2 Comp 3 20 BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL # PID # 258090140 DISTRICT DATE 4/12/2004 PHONE NAME JONIKAS, MICHAEL ADDRESS 6368 OXBOW BND CHANHASSEN MN 55317 I WANT MY PROPERTY REVIEWED BECAUSE: Valuation increase in one year seems excessive. CHANHASSEN CITY 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $159,800 2004 NEW IMPRV. VALUE $0 $341,600 2004 GA LAND VALUE $0 $501,400 CLASS 201 1 ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/19/2004 Mr. Jonikas is appealing his value based on his belief that property values in his area are not increasing at the same rate as our estimated values. Attached is a sales comparison study using three sales in the immediate area which indicates a market value of $566,000. As this is more than our current estimated value, no changes are recommended. ASSESSOR'S RECOMMENDATION: LAND VALUE BUILDING VALUE NEW EMV iAMOUNT OF ADJ (DIF+-)i $159,800 $341,600 $501,400 $0 NEW IMPRV. VALUE CHANGE NEW GA LAND VALUE NEW CLASS CODE 201 1 $0 ACTION TAKEN BY BOARD: Approved as Recommended Adjusted as noted: 21 Comparable Grid for 25.8090140 Item Subject Comparable #1 Comparable #2 Comparable #3 Address 6368 Oxbow Bend 6321 Trapline Cir. 6320 Trapline Cir 460 Trapline Lane Property ID# 25.8090140 25.8570130 25.8570170 25.8580140 Proximity 2 blocks east 2 blocks east 2 blocks east Sale Pdce $505,000 $613,000 $645,000 Pdce/SF $164.39 $177.89 $194.98 Data Source Inspection Record Inspection Record Inspection Record Inspection Record Adjustments Description Description +(-) Adj. Description +(-) Adj. Description +(-) Adj. Date of Sale Adj @6.25% Jun-02 $47,300 Jun-03 $19,200 Jan-03 $40,300 Location Near Mountain Subdivs. same $0 same $0 same $0 SiteNiew .44 Ac - Good .53 Ac - Good $0 .52Ac - Good .47Ac - Good $0 Design/Appeal 2 Story - Good 2 Story - Gd $0 2 Story - Gd $0 2 Story - Gd $0 Quality of Construstion 50- Good Similar Quality Similar Quality SimilarQuality $0 Year Built 1994 1990 $4,000 1989 $5,000 1989 $5,000 Condition Avg for Age Avg for Age $0 Avg for Age $0 Avg for Age $0 Above Grade BR's Bth's Total BR Bth Tot BR Bth Tot BR Bth Tot Room Count 4 2.75 5 3.5 ($1,500) 5 3.5 ($1,500) 4 3.25 ($1,000) Living Area 3,066 3,072 ($300) 3,446 ($19,000) 3,308 ($12,100) Basement Area 1,604 1,397 $2,500 1,700 ($1,200) 1,706 ($1,200) % Bsmt Area Fin. 0% 57% ($23,900) 82% ($41,800) 88% ($45,000) Walkout No Walkout Walkout bsmt ($5,000) Walkout bsmt ($5,000) Walkout bsmt $5,000 Functional Utility Average Average $0 Average $0 Average $0 Heat/Cooling ForcedAir/CentralAir FomedAir/Cen $0 ForcedAir/Cen $0 FomedAir/Cen $0 Energy Efficient Items None None $0 None $0 None $0 Garage 3-Car (680sf) 3-car (680) 3car (756sf) ($1,800) 3car (748sf) ($1,600) Screen 3SeasPr(325) Porches Screen Porch (154) Por.(168) $0 None ($7,500) ScrnPr(197) ($20,000) Decks/other Avg. (252) 2Decks (435) ($2,400) Avg. (390sf) ($1,700) Avg. (438) ($2,200) Fireplaces Two Fireplaces Two Frplcs $0 Two Frplcs $0 One Frplc $2,500 '? ~"' ~qu~reFo°~AdjuStmen~ . Gross Adjustment % 12% 10% 1 4% Ab0¥bG~aa;.~~'- ~. ~, '~;~ $50.~: Net Adjustment% 4% 9% 5% Bsmtare~,. '~. ~ ~, ~i$~2.,:~,~ :i~ Net Adjustment $20,700 ($55,300) ($30,300) FJ~'Bs~tAma',.' ": ;"; $30 '~' Indicated Value $525,700 $557,700 $614,700 Final Value EstimateI $566,033 I 22 Comp 3 Comp Comp 2 Subject Subject 25.8090140 Comp 1 Comp 2 Comp 3 24 BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL # PID # 258690020 DATE 4/19/2004 NAME REEDER, DAVID & MAREN ADDRESS 6501 TROENDLE CIR CHANHASSEN DISTRICT PHONE MN 55317 CHANHASSEN CITY I WANT MY PROPERTY REVIEWED BECAUSE: Property has minor structural problems. 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $108,600 2004 NEW IMPRV. VALUE $0 $284,500 2004 GA LAND VALUE $0 $393,100 CLASS 201 1 ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/20/2004 Mr. Reeder contacted our office last year to inform us that he had discovered a water and mold problem with his home. The problem is currently being corrected. For other properties in the county with similar water/mold problems we have used an adjustment of 16% to the total market value (land and building) of these affected properties. This 16% factor has also been used in tax court for an adjustment to value. Attached is a sales comparison study indicating a value (if there were no water/mold problem) of $482,500. This value reduced by 16% would be $405,300, which is less than the estimated value we are recommending. When Mr. Reeder contacted us last year, we reduced the land and building values for pay 2005 by 16%. Unfortunately, the reduction factor on the land xvas mistakenly removed while adjusted land values in the area. Accordingly we are recommending that the 1Board reduce the land value as indicated. ASSESSOR'S RECOMMENDATION: LAND VALUE $91,200 NEW IMPRV. VALUE CHANGE $0 BUILDING VALUE $284,500 NEW GA LAND VALUE $0 NEW EMV $375,700 NEW CLASS CODE 201 1 IAMOUNT OF ADJ (DIF+-)i I ($17,400) ] ACTION TAKEN BY BOARD: Approved as Recommended Adjusted as noted: 25 Comparable Grid for 25.8690020 Item Subject Comparable #1 Comparable #2 Comparable #3 Address 6501 Troendle Cir 5771 Fox Path 6560 Shadow Lane 6670 Mulberry Circle Property ID# 25.8690020 25.2700520 25.7890020 25.8830250 Proximity 1/10 mile east 6/10 mile west 5/10 mile west Sate Pdce $553,600 $461,000 $490,000 Price/SF $182.65 $190.26 $170.55 Data Source Inspection Record Inspection Record Inspection Record Inspection Record Adjustments Description Description +(-) Adj. Description +(-) Adj. Description +(-) Adj. Date of Sale Adj @8%/yr May-03 $25,800 Mar-04 ($9,200) May-03 $22,800 Fox Chase Shadow Ridge Willowridge Location Troendle Addn-Good Subdiv. $0 Addn. $0 Addn $0 .60Ac-Good/Elev SiteNiew .35 Ac-Good .View ($15,000) .42Ac-Good .73Ac-good ($5,000) Design/Appeal 2 Stow - Good 2 Stow - Gd $0 2 Stow - Gd $0 2 Stow - Gd $0 Quality of Construstion 50- Good Similar Quality $0 Similar Quality $0 SimilarQuality $0 Year Built 1994 1989 $5,000 1995 ($1,000) 1993 $1,000 Condition Avg for Age Avg for Age $0 Avg for Age $0 Avg for Age $0 Above Grade BR's Bth's Total BR Bth Tot BR Bth Tot BRi Bth Tot Room Count 4 2.75 4 3.25 ($1,000) 4 2.5 $500 4 3.5 ($1,500) Living Area 2,482 3,031 ($27,500) 2,423 $3,000 2,873 ($19,600) Basement Area 1,451 1,624 ($1,700) 1,252 $2,000 1,196 $2,600 % Bsmt Area Fin. 18% 70% ($21,900) 0% $6,500 88% ($19,800) Walkout No Walkout Walkout bsmt ($5,000) No Walkout $0 No Walkout $0 Functional Utility Average Average $0 Average $0 Average $0 Heat/Cooling ForcedAir/CentralAir ForcedAir/Cen $0 ForcedAir/Cen $0 ForcedAir/Cen $0 Energy Efficient Items None None $0 None $0 None $0 Garage 3-Car (788sf) 3-car (740) ($500) 3car (664sf) $1,500 3car (680sf) $1,400 Porches None None $0 None $0 None $0 Decks/other Deck (144) Deck (281) ($1,400) Deck (272) ($1,300) Deck (432) ($2,800) Fireplaces Two Fireplaces Two Frplcs $0 One Frplc $2,500 One Frplc $2,500 · ?: :Square Foot Adj~Jstments : , Gross Adjustment % 15% 5% 12% A~ Grade: ,$50 i Net Adjustment% 8% 1% 4% Bsmtare~ .~,, : ' $~0 ~'" Net Adjustment ($43,200) $4,500 ($18,400) Fini Bsmt Area :, $25 Indicated Value $510,400 $465,500 $471,600 Final Value EstimateI $482,500 I 26 Christmas Subject 25.8690020 Comp 1 Comp 2 Comp 3 28 BOARD OF APPEAL AND EQUALIZATION-2004 (Assessed in 2004/Payable in 2005) APPEAL # PID # 255590020 DISTRICT DATE 4/12/2004 PHONE NAME MANCINO, NANCY ADDRESS 6620 GALP1N BLVD EXCELSIOR MN 55331 CHANHASSEN CITY I WANT MY PROPERTY REVIEWED BECAUSE: Miscellaneous 2004 ASSMT. LAND VALUE 2004 ASSMT. BLDG. VALUE 2004 ASSMT. TOTAL VALUE $1,040,800 2004 NEW IMPRV. VALUE $0 $224,400 2004 GA LAND VALUE $0 $1,265,200 CLASS 201 1 ACTION TAKEN BY ASSESSOR: STEVE C DATE: 4/12/2004 Ms. Mancino appeared before the Board at its first meeting on April 12th. At the Boards request, we are attaching a list estimated land value changes for several other larger acreage parcels in the area. Also attached, a sale comparison study using four sales of homes on acreage lots with similar value as development land ASSESSOR'S RECOMMENDATION: LAND VALUE BUILDING VALUE NEW EMV !AMOUNT OF ADJ (D F+-)i ACTION TAKEN BY BOARD: $1,040,800 $224,400 $1,265,200 $0 NEW IMPRV. VALUE CHANGE NEW GA LAND VALUE NEW CLASS CODE 201 1 Approved as Recommended $0 Adjusted as noted: 29 CARVER COUNTY Office of County Assessor Angie Johnson Carver County Government Center Administration Building 600 East Fourth Street Chaska, Minnesota 55318-2102 Phone: (952) 361-1960 Fax: (952) 361~1959 April 11, 2004 RE: Mancino Appeal #25.5590020 For the 2004 assessment, taxes payable 2005, the County Assessor's office reviewed and re-valued all parcels within the cities that had development potential. We analyzed 18 plus sales within Chanhassen along with the cities comp plan, zoning map and the MUSA expansion map. Similar sales in Chaska and Victoria were also reviewed which helped support the valuation schedule. Significant changes in value were made to these parcels which now better reflect the actual market trends of the area. The Mancino property which is comprised of 23.48 acres had a land value increase from $537,100 to $1,040,800. The attached three land sales which are deemed highly comparable support the new land valuation. All three sales are 1.5 to 3 years old and indicate a lower per acre value than today since market appreciation on land has been measured at approximately 12% to 15% per year. It should also be noted that the wooded area of the subject property is considered superior for residential development as opposed to bare land which is what the three comparables were made up of. We also reviewed the soil makeup of the Mancino property which indicated the majority of the land is considered loam and very suitable for development. A ravine area in the woods is listed as clay loam and erodable. This area was recognized in the re-valuation process and received a much lower per acre value. Based on the submitted information, the Assessor's office feels that the current land value of $1,040,800 or $44,328 per acre is reasonable and also equitable with similar properties in the area. Sincerely, "Keith R Kern, SAMA Deputy Assessor Equal Ot;l~;({uttit.v Pritlted on 30 ,% Po,q-Cott.s'.mer Recycled Prt/)er Map Letter M A B C D E F G PID # 25-5590020 25-0035200 25-0034820 25-8040010 25-0100200 25-6900010 25-6900020 25-0091500 Mancino BOR Land Only Comparison Owner Acres 2004 Val 2005 Val Mancino 22.48 $537,100 Carlson 39.46 $719,000 Carlson 20.36 $317,200 Song 9.38 $202,900 Prince 5.49 $213,500 Prince 19.80 $511,800 Prince 160.07 $3,728,500 Youngquist 25 O0 $536,300 $1,040~800 $1,643,700 $632,5OO $328,OOO $285,5OO $864,000 $6,204,700 $1,300,O00 % # AC Value Per .Increase Wetlands Useable Ac 94% $46,299 129% 12.50 $53,539 99% 10.36 $53,300 62% 4.80 $61,600 34% $52,003 69% 3.22 $52,000 66% 42.00 $52,000 142% $52,ooo Item Subject Comparable #t Comparable #2 Comparable #3 Comparable #4 Address 6620 Galpin Blvd. 1801 Lake Lucy Road 1375 Lilac Lane 7325 Rolling Acres Road 3315 Bavaria Road Property ID~ 25.5590020 25.0035100 25.0022421 65.0072300 30.0190200 Proximity See Map See Map See Map See Map Sale Pdce $485,458 $1,145,000 $1,176,000 $1,165,000 Price/SF $246.93 $315.25 $758.22 $421.49 Data Source County Records County Records County Records County Records County Records Adjustments Description Description +(-) Adi. Description +(-) Adi. Description +(-) Adj. Description +(-t Adi' Date of Sale Aug-02 $51,700 May-02 $144,900 Oct-03 $15,500 Jan-04 $0 Location North-Central Chanhassen North-/Cent. Chan. North*Central Chan. Eastern Victoria Northwestern Chaska SiteNiew 23.48Ac/wooded 11.66AcNeiws of lake $666,000 7.61Ac/wooded $730,000 12.22Ac, NVooded $520,000 11.25Ac/Avg $560,000 Design/Appeal 1Sto~/good 1Stoq//Good $0 2Story/Good $0 1 3/4Story/Gd $0 1 &2Story/Gd $0 Quality of Construstion Abv. Average- 40 Fair - 20 $20,000 Abv.Avg - 40 $0 Fair- 20 $20,000 Avg - 30 $1 O,000 Yr. Built/ EffectNe Age 1955/1960 1955/1955 $5,000 1970/1970 -10000 1900/1940 $20,000 1900/1960 $0 Condition Avg for Age Avg for Age Avg for Age Avg for Age Avg for Age Bedrooms and # of Bath fixtures BR's Baths BR Ba BR Ba BR Ba BR Ba Room Count 3 2.5 5 2 $1,000 3 2.5 $0 4 1 $1,500 5 2.25 $500 Living Area AbvGrd s.f. 2,174 1,966 $8,320 3,632 ($58,320) 1,551 $24,920 2,764 ($23,600) Basement Area sf 2,888 1,776 $11,120 1,712 $11,760 0 $28,800 1,824 $10,600 Basement Finish sf 1925 1370 $11,100 0 $38,500 0 $38,500 0 $38,500 Functional Utility Average Average $0 Average $0 Average $0 Average $0 Heat/Cooling ForcedAir/Centre~ FA/Central $0 FNCentral $0 HotWatJNo AC $4,000 FA/Central $0 Walkout Bsmt. Walkout Walkout $0 No Walkout $5,000 N/A $5,000 No Walkout $5,000 1800sf PoleBm-Fair Garage 2car Att. 540sf 1788sf PoleBm-Avg ($23,000) 3carAtt 816sf ($6,600) None $13,000 None $13,000 OpenPorches 1200sf PorcflesJDecks/Etc. Open Frt Porch 220sf None $2,000 ScreenPor 192sf ($14,000) OpenPorch 72sf $1,000 OpenPorch 304sf ($1,000) Deck/Patio Deck 750sf None $2,000 None $2,000 None $2,000 None $2,000 Fireplaces Two Fireplaces Woodstove $3,500 None $6,000 None $6,000 One Fireplace $3,000 166% 90% 60% 57% Net Adlustment% 156% 75% 60% 53% Net Adjustment $758,740 $859,240 $700,220 $618,000 Indicated Value $1,244,198 $2,004,240 $1,876,220 $1,783,000 Final Value Estimate I $1,726,915 ] abv grade 40 basment fin 20 Basement area 10 Subject Comp 2 Comp 1 Comp 3 Comp 4