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CITY OF SHOREWOOD
BOARD OF REVIEW MEETING
WEDNESDAY, APRIL 3, 1996
COUNCIL CHAMBERS
5755 COUNTRY CLUB ROAD
7:30 P.M.
MINUTES
1. CONVENE BOARD OF REVIEW MEETING
Mayor Bean convened the Board of Review meeting at 7:30 p.m.
A.
ROLLCALL
Present:
Mayor Bean, Councilmembers Benson, McCarty, Stover, and Shaw; City
Assessors Rolf Erickson, Dave Wilde, Gayle Navratil, Tom Carroll, Tom Haller,
and Lisa Mott, and Executive Secretary/Deputy City Clerk Teri Naab.
2. BOARD OF REVIEW
Mayor Bean stated the purpose of the meeting is to take public testimony relative to the assessed
value of homes in Shorewood. He outlined the parameters of the testimony and stated that no
action will be taken at this meeting. The Board of Review will reconvene at 7:00 p.m., April 22,
1996, at City Hall, to consider and take action on the Assessor's valuation recommendations with
respect to the individual appeals.
City Assessor Erickson explained the valuation method, the appeal process, and the role of the
Board of Review, and requested each resident appealing the valuation to make an appointment for
an assessor to review the home. He explained the average growth for lakeshore properties this
year was 5%; off lakeshore properties 2.9%; townhouses 3.8%; apartments 5%; and
commercial/industrial 7%. He urged residents wishing to appeal to the County to contact them
immediately for an appointment.
Mayor Bean opened the meeting for public testimony.
Michael Fannon, 5715 Christmas Lake Road, PIN 35-117-23 13 0039, stated he owns the
Interstudy property. During the past year he razed the five existing buildings which had a market
value of $150,000. He felt the market value for 1996 should reflect this changed status of the
property.
Jeff William, 6155 Deer Ridge Road, PIN 35-117-23 33 0040, stated upon completion of his
home in 1995 and review by the assessors, the valuation was set at $283,900. The 1996 valuation
is $315,000, which is a 12% increase, and there have not been any improvements to the property.
Erickson noted this home was in the reevaluation area, and that may be the reason why the increase
but they would review it again.
Linda Tilton, 5620 Covington Road, PIN 36-117-23 24 00 13, explained her home is older and has
many problems that cannot be corrected. She felt a $27,500 increase (6%) was unjustified.
Michael and Jeff Fox, 27990. Smithtown Road, PIN 31-117-23 34 0006, representing their
parents, Elizabeth and Frank Fox, stated there had been a 50% increase from 1995; and a 200%
increase since 1993. He noted the property has 162' of lakeshore, but narrows to 60' at the
building envelope.
BOARD OF REVIEW
April 3, 1996 - PAGE 2
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Erickson explained due to the fact that this property straddles a county line, and for years it had
been hand calculated and done incorrectly. He noted when the error was discovered the market
value was adjusted to reflect the true value.
Jeff Fox stated when the house was built in 1968, all affected parties agreed that two-thirds of the
value would be calculated as in Victoria, and one-third as Shorewood. He felt that the terms of that
agreement were no longer valid and asked that it be clarified and all parties involved notified as to
how the value is distributed.
Kurt Niederluecke, 19420 Elbert Point, PIN 36-117-2341 0048, stated he was not disagreeing
with his valuation, but rather the equalization of his home in relation to those in the neighborhood.
He felt his valuation was set at 100%, while surrounding homes where valued at a lower percent of
total value.
Erickson explained that the Local Board tries to equalize between neighborhoods, while the County
and State Boards will equalize between cities. He reiterated they are required to value property
within a range, with some being lower and some higher than 100% of the real market value.
Olivia Anderson, vacant lot, PIN 33-117-23330017. Her son-in-law was present to represent her
regarding her vacant lot. He stated the 1996 market value is $210,000, and felt this was incorrect
as a recent senior housing project failed to be approved by the City, indicating to them not as much
worth.
Mayor Bean pointed out the project failed due to a number of issues unrelated to the physical nature
of the property.
. Erickson stated they valued the property based on the best use of the land if developed.
Phyllis Boegeman, 26390 Peach Circle, PIN 32-117-23 42 0020, had no comment.
Kenneth Carlson, 4845 Regents Walk, PIN 25-117-23 24 0041, stated his market value increased
one-third from 1994 to 1995. He noted they live in one of the smaller courtyard homes in
Amesbury .
Erickson indicated homes in this area did experience a large increase based upon sales data. He
noted the Board was only able to consider adjustments to the 1996 valuation. If it were discovered
that an error was made in the past, an abatement could be fIled to correct the error.
Anne Carrier, 23810 Lawtonka Drive, PIN 34-117-23 220052, stated her taxes have increased
from $5,750 to $8,268.
Erickson explained her 1996 tax bill was based on the residence being partially completed. The
1996 value is based upon the entire residence completed. He noted they did not have sales data
from this area to use in calculating values.
Carrier asked if in the future sales were found to be lower than anticipated, if the values would be
reduced.
Erickson stated they would have to reevaluate the situation.
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Tim Ryan, 6100 McKinley Circle, PIN 36-117-23 44 0064, stated the land value portion of his
valuation has increased 30% since 1993. He felt it should be reduced.
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BOARD OF REVIEW
April 3, 1996 - PAGE 3
Kay Ness, 23740 Lawtonka Drive, PIN 34-117-2322 0045, stated her taxeshave increased 15%
in 1996 to $8,200, with a relatively small market value increase. She noted that the townhomes in
this area differ greatly in how they were finished inside. She stated the valuation is lower than
what she paid for the home.
Mayor Bean suggested she watch for Truth in Taxation notices in the fall which would be the time
to comment on the tax rate for different districts.
Jeff Fox, 5270 Howards Point Road, PIN 30-117-23 44 0009, questioned the assessor on
procedures used to determine valuation.
Letters objecting to valuations were received from the following:
Stephen Chase, 4975 Kensington Gate, PIN 25-117-23320037
Bruce Sutherland, 4910 Regents Walk, PIN 25-117-23230037
Paul Strot, 6145 McKinley Circle, PIN 36-117-23 44 0070
Claire Sparber, 5840 Ridge Road, PIN 36-117-23310020
The Pemtom Land Company, PINs 31-117-23 13 0035; 31-117-23 14 0036; 31-117-23 13 0037;
31-117-23 13 0038; 31-117-23 13 0039; 31-117-23 13 0040;
31-117-23 13 0041; and 31-117-23 130042
Mayor Bean closed the public testimony. He reiterated the Reconvened Board of Review is
scheduled for 7:00 p.m., Monday, April 22, 1996, at which time the Board will consider the
recommendations of the assessors.
2. ADJOURNMENT
Stover moved, Shaw seconded to adjourn the Board of Review meeting at 9:50 p.m. Motion
passed 5/0.
RESPECTFULLY SUBMITTED,
Teri Naab,
Executive Secretary/Deputy Clerk
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ATTEST:
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ROBERT B. BEAN, MAYOR
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C. HURM, CITY ADMINISTRATOR