91-113
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RESOLUTION NO.
113-91
.
A RESOLUTION APPROVING AND ADOPTING A POLICY
REGARDING DEFERMENT OF SPECIAL ASSESSMENTS FOR
SENIOR CITIZENS OR RETIRED AND DISABLED PERSONS
WHEREAS, the City Council of the City of Shorewood is the
official governing body of the City of Shorewood; and
WHEREAS, Minn. Stat. S 435.193 authorizes the City of
Shorewood, upon proper application, to defer the payment of
special assessments for any homestead property owned by a
person 65 years of age or older or retired by virtue of a
permanent and total disability for whom it would be a hardship
to make the payments; and
WHEREAS, the City Council has determined that the deferment
of special assessments should be granted to any person
otherwise qualified who shall make proper application pursuant
to the standards and procedures set out in the attached policy
regarding deferment of special assessments, dated October 24,
1991.
.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the
City of Shorewood that the attached policy regarding deferment
of special assessments for senior citizens or retired and
disabled persons, dated, October 24, 1991, is hereby adopted as
an official policy of the City of Shorewood.
Adopted by the City Council of the City of Shorewood this
28th day of October, 1991.
Attest:
Attest:
ames C. Hurm, City Administrator
y ity of Shorewood
Roll Call Votes:
Ayes:
. Nays:
WCG: IG3s
m~~!~
.
CITY OF SHOREWOOD
POLICY REGARDING DEFERMENT OF SPECIAL ASSESSMENTS
FOR SENIOR CITIZENS OR RETIRED AND DISABLED PERSONS
OCTOBER 24, 1991
1.) Deferment of Special Assessments for Senior Citizens.
The City Council may defer the payment of any special assessment
on homestead property owned by a person who is sixty-five (65)
years of age or older or retired by virtue of a permanent and
total disability when payment of the assessment would create a
hardship upon the property owner as defined in Section 2. The
deferment shall be granted upon a certification by the owner on a
form prescribed by the county auditor supplemented by the City
Clerk to establish the qualification of the owner for such
deferment. The application shall be made within thirty (30) days
after the adoption of the assessment roll by the City Council and
shall be renewed, if the applicant is eligible for renewal, at
the end of the assessment term upon written notice by the City of
expiration of the deferment. The City Council shall either grant
or deny the deferment and if it grants the deferment, it may
require the payment of the interest due each year. If the City
Council grants the deferment, the City Clerk shall notify the
County Auditor who shall, in accordance with Minn. Stat.
~ 435.194, record a notice of the deferment with the County
Recorder setting forth the amount of the assessment.
.
2.) Standards of Hardship. A hardship shall be deemed
prima facie to exist when all of the following apply:
(a) The annual gross income of the applicant according to
the applicant's most recent federal income tax return
plus the applicant's tax-exempt income does not exceed
the most recent low-income limits as established by the
HUD Section 8 housing program. If no such return was
made, the City Clerk shall require the applicant to
submit other pertinent information to show that this
qualification is met.
(b) The average annual payment due for all assessments
levied against the property exceeds one and one-half
percent (1 1/2%) of the applicant's income as thus
calculated.
(c) The special assessments to be deferred exceed Three
Hundred Dollars ($300.00).
.
Notwithstanding the foregoing provisions of this subdivision,
the City Council may consider exceptional and unusual
circumstances pertaining to an applicant not covered by the above
standards; but any determination shall be made in a
nondiscriminatory manner and shall not give the applicant an
unreasonable preference or advantage over other applicants.
.
.
.
3.) The option to defer the payment of special assessments
shall terminate and all amounts accumulated plus applicable
interest shall become due upon the occurrence of anyone of the
following events:
(a) The death of the owner when there is no spouse who is
eligible for deferment;
(b) The sale, transfer, or subdivision of all or any part of
the property;
(c) Loss of homestead status on the property;
(d) Determination by the City Council for any reason that
there would be no hardship to require immediate or
partial payment; or
(e) Failure to file a renewal application within the time
prescribed by Section 1.
4.) Upon the occurrence of one of the events specified in
Section 3, the City Council shall terminate the deferment.
Thereupon, the City Clerk shall notify the County Assessor and
the County Auditor of the termination, including the amounts
,accumulated on unpaid installments plus applicable interest which
shall become due and payable as a result of the termination.
WCG:BEl
2 .
.
CITY OF SHOREWOOD
APPLICATION FOR DEFERMENT OF SPECIAL ASSESSMENTS
CONFIDENTIAL FINANCIAL DISCLOSURE STATEMENT
NAME
PHONE NO.
ADDRESS
I, (WE), the undersigned, herewith furnish the following
financial information to the City of Shorewood to be used in
evaluating my (our) request for deferment of special assessments
levied against my (our) property.
So that the City of Shorewood might evaluate the above request, I
(WE) list below the amount of money my (our) household receives
each year from all sources:
Kinds of Income
Received Husband
1. Salaries & Wages $
2 . Social Security
. 3. Veteran's Benefits
4 . Other Retirement
5 . Money from Rents
6 . Unemployment
Insurance
7 . Worker's
Compensation
8 . Disability
Benefits
9. Stock Dividends
or Interest
10. All Other
Wife
Members of Family
Who Live with You
$
.
.
.
.
I (we) have read the foregoing statements and the answers made,
and under penalties of perjury, declare them to be true and
correct to the best of my (our) knowledge and belief.
Date
Date
Thank you very much for filing out
Shorewood will review your request
Assessments. You will be notified
not your application qualifies.
Signature of Applicant
Signature of Applicant
this form. The City of
for deferment of Special
in writing as to whether or
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1991 INCOME LIMITS - HOD SECTION 8
NUMBER IN HOUSEHOLD HOUSEHOLD INCOME
1 PERSON $16,800
2 PERSONS $19,200
3 PERSONS $21,600
4 PERSONS $24,000
5 PERSONS $25,900
6 PERSONS $27,800
7 PERSONS $29,750
8 PERSONS $31,700
INCOME INFORMATION
4Itncome means any amount received from, but not limited to, the following
sources by any resident:
- Any public assistance, including,
but not limited to, Welfare, AFDC,
55I, and Unemployment compensation
_ Salaries, including commissions,
bonuses, overtime pay and tips
- Interest and dividends
_ Pensions and annuities, including
PERA and social security
- Rental Income
- Estate or Trust Income
_ Business profit - for self-employed
individuals, including farmers
- Gains from the sale of property
or securities
_ PaYments received from properties
being sold on Contracts for Deed
.