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050399 CC BR AgP ~f .J/ BOARD OF REVIEW CITY OF SHOREWOOD MONDAY, MAY 3,1999 5755 COUNTRY CLUB ROAD COUNCIL CHAMBERS 7:00 P.M. AGENDA 1. RECONVENE BOARD OF REVIEW MEETING A. Roll Call B. Review Agenda Mayor Love _ Stover _ Garfunkel_ Lizee _ Zerby _ 2. APPROVAL OF MINUTES A Motion to Approve the Board of Review Meeting Minutes of April 19, 1999 (Att.-#2 Minutes) 3. CONSIDERATION OF A MOTION REGARDING CITY ASSESSOR'S RECOMMENDATIONS (Att.-#3 Assessor's Report) 4. ADJOURN ... ,\ " CITY OF SHOREWOOD BOARD OF REVIEW MONDAY, APRIL 19, 1999 CITY COUNCIL CHAMBERS 5755 COUNTRY CLUB ROAD 7:00 P.M. MINUTES 1. CONVENE BOARD OF REVIEW MEETING nRAFT Mayor Love called the meeting to order at 7:00 p.m. A. Roll Call Present: Mayor Love; Councilmembers Garfunkel, Stover, Lizee and Zerby; and Administrator Jim Hurrn. B. Review Agenda .. Lizee moved, Stover seconded to accept the agenda as presented. Motion passed 5/0. 2. PRESENTATION BY CITY ASSESSOR Keith Rennerfeldt, SAMA, Appraisal Supervisor for Hennepin County, gave a presentation on the responsibilities of the County Assessor's Office, and the current assessment system used in the State of Minnesota, highlighting the point that value changes do not change the amount of tax collected by the State, but actually shifts the burden. Thomas Carroll, Appraiser for Hennepin County, then briefly explained where the appraisals were done this year in the City of Shorewood and how, in general, the value increases were arrived at. 3. TESTIMONY BY RESIDENTS Mayor Love stated that to move through the hearing tonight and be able to address everyone present, presentations would be limited to 10 minutes, and answers to 5 minutes. ... t. . , BOARD OF REVIEW MEETING MINUTES APRIL 19, 1999 - PAGE 2 Paul & Linda Kilker, 27505 Brynmawr Place, PID 31-117-23-14-0033, expressed concern about the increased valuation over last year and presented supporting information including comparable homes and the valuation of those homes. Mr. Kilker also pointed out that their home has less square footage than the City records show, raising the value approximately $14,000 to $16,000 that has been taxed over these past 5 years. Mayor Love stated that the Council would look into the information presented and review the files. However, the increase being 7% is less than the average increase in the County, according to the numbers as reported in the Star Tribune. Mayor Love thanked Mr. Kilker and stated that at the end of the meeting, a date and time to reconvene to discuss findings will be addressed. Councilmember Stover questioned the need to reconvene, as there are not many citizens in attendance tonight. Mayor Love stated that the Assessors may have to review files and final recommendations may need to be examined at another meeting. Councilmember Garfunkel stated that this file has already been reviewed. Mayor Love requested a comparison in writing when reconvening, to give a better idea of the comparisons. Sondra Schaefer, 23115 Summit Ave., PID 34-117-23-43-0015, stated that she had a private appraiser out the same week as Mr. Carroll. She advised that in 1998 the value was appraised at $191,000 and this year the value was $265,000. The private appraisal came to $202,000. Ms. Schaefer expressed deep concern over the difference in the amounts. Mr. Carroll stated that this case has been reviewed. He explained the largest change was the land, as properties around Ms. Schaefer have increased drastically which increases Ms. Schaefer's property value. The value has been lowered to $225,000 from the $265,000. Councilmember Stove asked why the appraisal was so much lower. Mr. Carroll answered that the difference of opinion is on the value of the land. The refinance appraisal has been studied and, in the opinion of the Hennepin County Assessor, the land value is much higher than the private appraiser valued it at. Councilmember Garfunkel asked if there were any properties comparable to Ms. Schaefer's. -.., . J BOARD OF REVIEW MEETING MINUTES APRIL 19, 1999 - PAGE 3 Mr. Rennerfeldt stated that the question is land value and the surrounding plots are valued at approximately $100,000 which is what the assessor used when giving the adjusted value of $225,000. Jim Stringini, 27780 Brynmawr Place, PID 31-117-23-13-0034, stated that in his neighborhood, five sales have taken place in a relatively short time. Three of these five were contractors who built the house, lived in it for a while, and then sold it. Mr. Stringini stated he is concerned that the total value of the house is not included in the sale, as the time the contractor spent in the house, and the profit of the contractor, are not included in the gross sales price. Mr. Stringini also pointed out that his neighbor's house, which is larger than his, has a lower value according to the Assessor. Mr. Carroll answered that generally new homes are not considered when making the valuation. Mr. Rennerfeldt stated gross price is looked at so when each new buyer purchases a house, a new gross sale price is established. Mr. Stringini stated he is questioning his assessed value, especially in comparison to what other houses in his neighborhood are valued at. Mayor Love asked the Assessors to review the file and prepare some comparisons for the Council. Jeff Fox, 5270 Howards Point Rd., PID 30-117-23-44-0009, pointed out first, solely for informational purposes, that the tax information is on the mtemet. Mr. Fox then asked if trees are included in the assessment. He commented that after the dramatic loss of trees in his area, his utility bills have increases substantially due to loss of windbreak and shade, and the saleable value of his land went down with the trees. Mr. Rennerfeldt stated that typically trees do not affect the assessment. Possibly, if it is determined that the whole tone of the neighborhood has been changed, it could be taken into consideration. .,' '. , BOARD OF REVIEW MEETING MINUTES APRIL 19, 1999 - PAGE 4 Mark Flannery, 27865 Brynmawr Place, PID 31-117-23-13-0031, stated concern about the value of some of the homes sold in their neighborhood, as some were seriously marked down in order to sell. He noted that last year's estimated market value increase was 13%, but this is not accurate for sales value. Mr. Flannery stated he will contact the Assessors Office and be back for the next meeting, after the file review. Dan Fields, 1010 Holly Lane, PID 35-117-23-44-0008, stated they have recently moved to Shorewood, and purchased their home for roughly $756,000. He explained that some improvements were made, adding about 81 square feet and a large deck. Mr. Fields presented some comparisons to his land, citing values less than his taxable value. Mr. Carroll addressed the values and remodel addition. He noted that after reviewing the lakeshore, the property value was lowered from $552,000 to $520,000. Mr. Rennerfeldt stated that the County needs to communicate more to keep from having large discrepancies, as some of the property values Mr. Fields presented were in other counties. Mayor Love reiterated that it was basically the land value that is in question, and the case will be reviewed and comparisons presented for the next meeting. David Kraker, 5640 Covington Rd., PID 36-117-23-24-0006, stated he is also questioning land value. He stated his property was bought in December, 1997 for $732,500. The assessment at the time was for $678,000, $442,000 of which was land value. This assessment has stated $595,000 for the land value. Mayor Love requested comparisons along with the file review for the next meeting. Mr. Carroll listed the following people who were not in attendance, but had contacted the Assessors Office for file review: Bev Decker 5815 Brentridge Dr. PID: 31-117-23-41-0028 Jim Suddendorf 27665 Brynmawr PI. PID: 31-117-23-13-0026 Constance White 27545 Brynmawr PI. PID: 31-117-23-14-0034 Scott Schipper 27540 Brynmawr PI. PID: 31-117-23-14-0037 ~ " BOARD OF REVIEW MEETING MINUTES APRIL 19, 1999 - PAGE 5 S. Jacques 6060 Mill Street PID: 35-117-23-34-0027 4. COUNCIL DIRECTION TO ASSESSOR Mayor Love asked for comparable for all citizens appealing. Administrator Hurm stated that if there is going to be further discussion, there may not be time at a regularly scheduled meeting, so another special meeting time will be needed. 5. ESTABLISH DATE FOR BOARD TO RECONVENE The agreed upon date to reconvene the Board of Review is May 3, 1999 at 7:00 p.m. Staff is directed to notify anyone signed in tonight of that meeting. Mter some discussion, the decision was made that if additional citizens contact the City on this matter, their names will be forwarded to the County Board. 6. ADJOURN Garfunkel moved, Stover seconded to close this session of the Board of Review, and adjourn at 8:55 p.m. Motion passed 5/0. RESPECTFULLY SUBMITTED, Kristine Kitzman, Recording Secretary TimeSaver Off-Site Secretarial, Inc. ATTEST: ATTEST: WOODY LOVE, MAYOR JAMES C. HURM, CITY ADMINISTRATOR " .. Hennepin County April 29, 1999 Local Board of Review City of Shorewood Dear Board Members: An Equal Opportunity Employer As you requested, we have reviewed the 1999 Estimated Market Values on several properties in Shorewood. Those properties are listed below with their original 1999 EMV and a recommendation based on our review appraisal. Original 1999 EMV Local Board Recommendation Action County Assessor Department A-2103 Hennepin County Government Center Minneapolis, Minnesota 55487-0213 Recycled Paper ~ Local Board of Review April 29, 1999 Page 2 Original Local Board 1999 EMV Recommendation Action Dan Fields 1010 Holly Lane 35-117-23-44-0008 $911,000 No Change David Kraker 5640 Covington Road 36-117 -23-24-0006 $595,000 No Change Bev Decker 5815 Brentridge Drive 31-117-23-41-0028 $266,000 No Action Needed Jim Suddendorf 27665 Brynmawr Place 31-117-23-13-0026 $520,000 $487,000 Constance White 27545 Brynmawr Place 31-117-23-14-0034 $519,000 No Action Needed Scott Schipper 27540 Brynmawr Place 31-117-23-14-0037 $423,000 No Change S.Jacques 6060 Mill Street 35-117-23-34-0027 $143,000 No Action Needed Sincerely, 11-- !~ Thomas Carroll Appraiser, C.M.A. 2 lio P.I.D. 31-117-23-14-0033 27505 Brvnmawr Place Shorewood, MN ~ Ea ~ ~ Z r-l ~ ~ 00 =; ~ ~ z o 00 Ea -< ~ ~ o u 00 r-l ~ -< 00 'i 0 0 0 0 6 0 6 0 6 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ~ N .... 0 0 0 0 0 0 .,.. 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U ~ ci 0 <1. 0 ., 0 ~ ~ c3 ., ., 0 "0 E ~ r:., 0 :c '" '" 'C <1. < ~ '" s:: ~ 0 0 > .,.. .,.. e -.; 0 a. 0 0 s:: E ";l o. ~ 0 0 0- .,.. 0 - - - 0 - 0 N :!: 0 c3 Q 0 0- N. u ., Z a' - 0 N ::I - &J - 0 u a:l .c: ('- Z '" ~ en N > .... en .,.. en - <A 00 0 .... >0 .,.. - .0 >0 0 , -< - .,.. '" ('- N - .... ... 00 ... ., g" \C \C ... <= N <A => => => .., ... .., ~ 0\ Cl'I Cl'I ... M t' = :I = = .., ..... o '" -< Q :I -; ~ 't:l Q .... = l.l ;a = .... CD~ == == CD. .I; =n e~ e--- == en.. 1ft n ,... . ;:;l1li N---= a. INDICATED LAND VALUE SUBJECT PROPERTY: 23115 SUMMIT LANE SHOREWOOD, MN PID 34-117-23-42-0015 The first property that gives us an indicated land value is located at 6125 Chaska Road. This property sold in November of 1998 for $235,000. This property has a 1999 Estimated Market Value of $234,000. Subtract the building amount of$104,000. $ 235,000 - $ 104.000 $ 131,000 Indicated Land Value The second property that gives us an indicated land value is located at 6140 Murray Court. This property sold in August of 1998 for $375,000. This property has a 1999 Estimated Market Value of $375,000. Subtract the building amount of $265,000. $ 375,000 - $ 265.000 $ 110,000 The subject has a better location and views. Location adjustment of$10,000. $ 110,000 + $ 10.000 $ 120,000 Indicated Land Value The third property that gives us an indicated land value is located at 6085 Chaska Road. This property sold in April of 1996 for $340,000. This property has a 1999 Estimated Market Value of $359,000. Subtract the building amount of $259,000. $ 359,000 - $ 259.000 $ 100,000 The subject property has better location and views. Location adjustment of $ 10,000. $ 100,000 +$ 10,000 $ 110,000 Indicated Land Value My recommendation for land value is $ 120,800. No Change. - .. ~ """" ~ .... "= ~ ) ), ~ " --~_. --~~---- ----. ~,-~-:.!:~_.n_. .__~_... \ ~ I I t \.lJ 11 -(9 ::s if) - . ... Cw:t CD CD . Cw:t or:- Cw:t CN ..:.. .... or:- .... 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"" "0 , '" 0 'c "" 0 ~ er c:: ~ <'> ~ 0 ~ 0 0 e '" ;; 0 ~ !i <'> '" c:: <'> 0 ~ '" '" ~ \0 0 <'> - N - 0 N r-- ~ '" c3 c 0 0 0 0 11'1 ... co "" - <: - - =' x - 0 lXI ..c:: r-- "" i:o:: '" <'> :> ~ r-- "" '" - ~ ~ <'> 0 <'> - 11'1 , - .0 \0 <: co <'> r-- N . . ... ~ er '" ... .. Q" = co Iti I"'l N .., = = M 0'1 -.:t -.:t GI'l' 0'\ 0'\ 0'\ .-4 M C ~ = = ~ """ o ..( ~ = - ~ :> ~ ~ ... ~ CJ .... "0 = ~ ~ CD = = = * " N . ..... .... ~ 1ft " d . - a.: . :z =E .. .. .. -= 20 csi =. = .. .... 0 =-= .... In I, " . INDICATED LAND VALUE SUBJECT PROPERTY: 1010 HOLLY LANE SHOREWOOD, MN PID 35-117-23-44-0008 The first property that gives us an indication of land value in the area is the neighboring property to the North(see attached map #1). 1050 Holly Lane sold in July ofJ998 for $553,490. The 1999 Estimated Market Value is $563,000. Subtract the building amount of$100,000. In relation to the lot, the house is an under- improvement. $553,490 -$100.000 $453,490 ($453,490/150 Eff. Front Feet = $3,000 per Front Foot) The subject has 30 FF more lakeshore than this comparable. $3,000 per FF 30 FF X $3,000 = $90,000 $453,100 +$ 90.000 $522,100 Indicated Land Value The second property used is again to the North(see attached map #2). This is an older sale. I used it because of its proximity to the subject. 21135 Christmas Lane sold in September of 1996 for $635,000. Our 1999 value is $712,500, which is 12% over the 1996 sale price. This indicates that the current value is accurate. The current land value for this property is $540,000. It has 20 FF less lake shore than the subject. It also has .48 acres more land than the subject. $540,000 ~ 10% (for depth) = $486,000 $486,000/160 (Effective Font Feet) = $3,037 per Front Foot 20 FF X $3,000 = $60,000 $540,000 +$60.000 $600,000 Indicated Land Value My recommendation for the land value at 1010 Holly Lane is $520,000. 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