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HomeMy WebLinkAboutM092690 JEFFERSON COUNTY BOARD OF EQUALIZATION A. C. DALGLEISH DAVID G. DOUGLAS ARCHIE BARBER, JR. JAMES A. DE LEO CHAIRMAN VICE-CHAIRMAN MEMBER ALTERNATE M I N u T E S SEPTEMBER 2 6, 1 9 9 0 The Board of Equalization convened at 9:00 a.m. with Chairman A.C. Dalgleish, Vice-Chairman David G. Douglas, Member Archie Barber, Jr. and Clerk Dierdrei Keegan present. The Board dispensed with the reading of the Minutes of previous meetings at this time and proceeded with the scheduled hearings. HEARINGS SAMPSON, Joseph B. 10 Moose Road Quilcene, WA 98376 BOE: 90-047-R PN: 601 334 056 Robert Kingsley was present on behalf of the Assessor's Office. Robert Shold and will Butterfield of the Assessor's Office were present for purposes of observation and training. Chairman A. C. Dalgleish explained the hearing process to Mr. Sampson and swore him in. Leqal DescriDtion: This residential property is located at 10 Moose Road in Quilcene and is described as S33 T26 R1W TAX 61 TRACT 50 with Land Use Code 1100 and Neighborhood Code 2265. The improvements consist of a 1,010 square foot, 2 bedroom home built in 1969, with one full bath, and a deck. The home is depreciated 24% due to low quality construction. There is also a 480 square foot garage of fair construction which is depreciated 15% as it is unfinished. The property does have water and a septic system. 1989 Assessed Valuation: Land Only: Improvements: Total Valuation: Page: 2 $ 5,500 14.210 19,710 $ 6,000 31.030 37,030 $ 6,000 17.092 23,092 Board of Equalization Minutes: September 26, 1990 1990 Assessed Valuation: Land Only: Improvements: Total Valuation: Petitioner Reauest: Land Only: Improvements: Total Valuation: Petitioner Testimonv: Mr. Sampson stated that the Assessor had said he would try to get a rebate for him based on the quality of construction, yet he got about 100 percent increase in his valuation. He was of the understanding that there would be very little change in his valuation. He noted that he doesn't believe any other place on the Coyle had their taxes doubled. The only changes made to the structure are a covered roof and replaced windows, and he feels replacing windows shouldn't increase valuation. As Mr. Sampson's house is on the lower level of the lot, but there used to be a trailer on the upper level, he expressed concern that the assessment may include a non-existent improvement. Assessor Response: Mr. Kingsley noted that he is unaware of there being an assessment based on a non-existent improvement. Mr. Sampson explained that there hasn't been a trailer on the property since he has owned it, but there are neighbors who remember it. He feels the assessed valuation is unfair on the improvements since the values are dropping. He is not contesting the valuation on the land. Board Comment: Chairman Dalgleish reminded those present that the Board considers the valuation of the property as of January 1, 1990. Board of Equalization Minutes: September 26, 1990 Page: 3 Petitioner Resnonse: Mr. Sampson felt this was unfair as the value of real estate is dropping. He noted it was an economy measure to roof in the porch as the deck was so slick you couldn't walk on it and it would need replacing if it wasn't roofed in. He was also troubled by comments made about the fact that he has an exhaust fan over the stove as the house already had an exhaust fan over the stove. A stall shower is the only thing added to the house, this is part of a second bathroom. Petitioner's Exhibits: Exhibit #1: A two page letter attached to the Petition Form states why the valuation is too high and that the "place looks 100% better" than it did when purchased. The petitioner also stated that he didn't "think cosmetics should double the value of a house." He requested the same "tax treatment" as his neighbors, and Senior Citizen Exemption Forms. Photo Presentation: Mr. Sampson presented the Board with photographs of the subject property, but took them with him at the end of the hearing. These photographs showed what the house looked like in the 1970's, in 1987 when he bought it, and then in February of 1989. Assessor's Testimony: Robert Kingsley explained that the property was purchased in March of 1987 for $18,000. At that point in time the property was assessed at the January 1986 valuation of $14,210 for improvements, and $5,500 for land for a total of $19,710 with a depreciation of 65 percent. Mr. KingSley noted that the photographs presented by Mr. Sampson show why the depreciation was at such a high rate. On November 22, 1989 Mr. Kingsley was on the property, he spoke with Mr. Sampson. The comment on the field sheet from this visit was "lots of fix-up done since purchase in 1987". Assessor's Exhtbi~~: Exhibit A: 1986 ~esidential Appraisal Fieldsheet for Mr. Sampson's prope:rty. Exhibit B: COmp~ter Fieldsheet with current valuation and methodology used for subject property. Board of Equalization Minutes: September 26, 1990 Page: 4 Mr. Kingsley noted that the basic characteristics of the house have not changed. The main difference is physical depreciation of 24% instead of 65% due to the fix-up since the purchase in 1987. He stated that in essence he has not changed anything, he has just reduced the depreciation attributed to the house. That reduction in depreciation raised the improvement value from $14,210 to $31,030. The 448 feet of deck that was roofed over was accounted for in the 1986 valuation. Mr. Kingsley commented that when Mr. Sampson referred to speaking with the Assessor and that the indication was that there would be little or no change in valuation, that this was only in reference to the land. Petitioner Comment: Mr. Sampson expressed further concern regarding how his valuation could be raised from $14,000 to $37,000 for cosmetic improvements, noting that floor coverings and cabinets were actually better when he purchased the home than they are now. He stated that he had no objections to the Assessor being present at the site inspection. Board Action: The Board members advised Mr. Sampson that the Assessor's Office would provide him with the Senior citizen Exemption Form he requested. Mr. Sampson was informed of the on- site inspection process and notified that he would receive a letter stating when the inspection would occur. WEIR, Frank C. 3417 Harbel Drive Bremerton, WA 98310 BOE: 90-046-R PH: 702 012 014 Robert Shold was present on behalf of the Assessor's Office. chairman Dalgleish explained the hearing process to Mr. and Mrs. weir and swore them both in for testimony. Leqal Description: This 1.5 acre property located at West Leland Valley Road in Quilcene has a small, 12 year old storage shed built from a "kit". The property is described as being TX 0321 S1 T27 R2W LOT 4 (W 660' of S 1/2) West of County Road. Assessed Valuation: Land Only: Improvements: Total Valuation: $ 8,925 1.215 10,140 Board of Equalization Minutes: September 26, 1990 Page: 5 Previous Valuation: Land Only: Improvements: Total Valuation: $ 3,000 750 3,750 Petitioner Reauest: Land Only: Improvements: Total Valuation: $ 3,000 300 3,300 Petitioner Testimonv: Mr. weir stated that there could be some confusion on the assessment as he owns two parcels, one being 1.55 acres and the other being 1.5 acres. Assessor Response: Robert Shold stated that this could be true as one of the questions he has is on the building in question. The photograph of the shed attached to the Assessor's information sheet on the subject parcel does not match the photograph of the shed submitted with the petition. Petitioner Testimonv: Mr. weir explained that the building the Assessor showed as being on the subject property, belongs to the adjacent 1.55 acre parcel and that the building has no value. He reported that it was built in a swampy area 40-50 years ago, and it was subsequently abandoned and never used. He said that the building across the road from the one shown by Assessor, is the building being assessed. The shed portrayed in the photograph attached to his petition is the correct shed for the subject parcel, not the shed the Assessor has on record. He noted that the shed was a potential liability, that it was not utilized, and that it could attract unsavory problems, so he is considering tearing it down. The land was purchased for access to a 25 acre parcel of timberland. Petitioner's Exhibits: Exhibit #1: Real Property Change-Of-Value Notice Dated June 11, 1990 Exhibit #2: Photograph of a shed (not the shed on the subject property - see Assessor's Testimony below). Board of Equalization Minutes: September 26, 1990 Page: 6 Assessor's Testimonv: Robert Shold ascertained where the shed was located. He and the petitioner came to the conclusion that the shed attached to the Assessor's records is the correct structure rExhibit Al and that the Petitioner's attached DhotoqraDh is NOT of the shed on the sub;ect DroDertv. Robert Shold recommended that the land value be reduced from $8,925 to $5,250 on Parcel Number 702 012 014, which is the original petition parcel number. Mr. Shold explained that the assessed valuation should not have been raised. He did not make a recommendation on the improvement valuation. Assessor's Exhibits: Exhibit A: The correct cabin situated on Parcel Number 702 012 014. Exhibit B: A map showing the subject parcel in pink and the comparable sale in blue. Exhibit c: Real Estate Excise Tax Form of the comparable property Parcel Number 702 021 007, which sold for $4,200 on July 22, 1987. Board Action: The Board took the petition under advisement and explained the on-site inspection process to Mr. Weir, informing him that he would receive a notification by mail as to when the inspection will occur. Mr. Weir had no objections to the Deputy Assessor viewing the property. It was noted that if Mr. Weir disposes of the building in question, he is to notify the Assessor's Office to enable a proration of the valuation. PORTER, Donalda C. P. O. Box 545 Molalla, Oregon BOE: PN: PN: 90-001-LO (a & b) 954 600 101 (a) 954 600 125 (b) Robert Kingsley was present on behalf of the Assessor's Office. Mr. Butterfield of the Assessor's Office was also present for purposes of observation. Chairman Dalgleish explained the hearing process to Ms. Donalda Porter and swore her in. Board of Equalization Minutes: September 26, 1990 Page: 7 Leqal DescriDtion: The subject property is split into fifths for purposes of taxation. Four-fifths of the property is under appeal as Ms. Porter has property rights and pays taxes on these portions. The land is in Goodfellow's Manhattan Beach Tracts and is considered low bank waterfront with beach access, a good marine view, and sloping, wooded topography. The total breakdown for the full property is as follows: TOTAL BASE LAND VALUE: 498 feet x $400 = $199,200 reduced -70 percent for excess frontage, access, topography, and depth for a total of $59,760 plus 581 feet x $400 = $232,400 reduced -50 percent for excess frontage, access, and topography for a total of $116,200. The original base value of $431,600 for 5/5ths interest had an average reduction of 59.23 percent to arrive at the $175,955 adjusted base valuation. To accommodate taxation, each 1/5th interest was established at approximately $35,190. Donalda Porter has two parcels, one with 3/5th for a total of $105,575 and one with 1/5th for a total of $35,190. Her total valuation on the subject property is $140,765.00. The remaining parcel (#954-600- 126) of this property, which is not under appeal, is 1/5th interest at $35,190. Parcel Number 954-600-101 consists of BLK 1, 1 THRU 10, 1/5th undivided interest, and is zoned residential. Parcel Number 954-600-125 consists of BLK 1, 1 TO 10, undivided 3/5th interest, and is zoned residential in Tax District 231. Combined Assessed Valuation on 4/5ths: Land Only: Improvements: Total Valuation: $ 140,765 NONE 140,765 $ 1,000 NONE 1,000 Combined Petitioner ReQUest on 4/5ths: Land Only: Improvements: Total Valuation: petitioner Testimonv: Ms. Porter stated on her petition that her "opinion of value is based on unimproved government camping sites, allocating $10.00 per night for 10 days' use only per year" and that it is "Also for all years since the recording of the Aldermere Club By-Laws in 1952". She stated her specific reason as to why she challenged the Assessor's Valuation as being "Assessor has been taxing using marketable properties as comparables. I contend that this is illegal and taxes should be refunded to owners. Any and Board of Equalization Minutes: September 26, 1990 Page: 8 all purchases of this property have been by related individuals acquainted with title problems and assisting financially to relieve family financial problems - - these are not arms length transactions, and not open market sales". Ms. Porter also noted that the property is unique and therefore she is not aware of any comparables. Petitioner's Listed and Included Exhibits: Exhibit A: Exhibit B: Exhibit c: Exhibit D: Exhibit E: A letter dated August 22, 1990 from herself, a "licensed" "Real Estate Slsperson [sic] in Oregon since 1961 - contends property not marketable". A copy of the first page of a six page letter dated August 16, 1990 from W. C. Henry, Attorney, Port Townsend, "identifying problems with each of the five (5) undivided interests of ownership". A copy of the "original Aldermere Club By-Laws recorded 6/11/52, Deeds V 133 P 445-7". A recent "sketch map of the property, showing the area of the marshy land and the road route". Aldermere Club Members as of August 3, 1990 and a breakdown of apportioned interests among the relatives. Ms. Porter explained that she is only representing her 4/5th interest and that she cannot speak for the total property. She requests the valuation be lowered because it is only used for camping. She receives separate billings for her interest in this property. She gave a detailed explanation of the background of the Aldermere Club and the various interests in the property, reading from her letter, the By-Laws of the Aldermere Club, a list of relatives, and a portion of the letter sent her by Attorney Chuck Henry (she didn't submit the whole letter). She stated that she cannot build on this property yet because it needs sanitation approval and that a bull dozer scraped potential building sites but there was clay underneath. She hasn't had the property perk tested yet nor has she applied for the test. Ms. Porter considers the title clouded by the various ownerships and inheritance rights and as such feels it is not marketable and should not be assessed with comparable properties. She stated that only factors which affect the price between a willing seller and buyer should be considered and since there are clouds on the title, this should be taken into consideration when assessing the property. Board of Equalization Minutes: September 26, 1990 Page: 9 When it was pointed out that Ms. Porter paid $36,000 for 1/5th interest of this property when she claims that the whole 5/5th is worth only $1,000, she stated that "at this particular time I feel it's only worth a thousand dollars for the highest and best use. You certainly can't sell it under its present condition except to one of the other members, as I have bought out the other members. Now the reason I paid that, that there, in those days, is because for two reasons" one being a way to simplify the division of the property and two being she was so happy to "get rid of that family" that she "would have paid $50,000 just to get them out of the way". She also stated that since the death of her father in 1956 she's been helping her mother in her business affairs and has been attempting to negotiate with the other owners. Ms. Porter also stated that she has "paid out, right now, this year, and been charged, pretty close to $1,000 just for attorneys to analyze this thing [Aldermere Club & Title] and see what the problem is". She wants the title to be a consideration when the Assessor values her property. Assessor's Testimonv: Robert Kingsley explained that Ms. Porter purchased 1/5th interest in lots 1 through 10 of the property in 1984 for $36,000 on a Real Estate Contract and she is continuing to pay on this contract when she claims the whole property is only worth $1,000 today. Mr. Kingsley stated that another 1/5th interest in this property is currently assessed at $35,190. Board Comment: Chairman Dalgleish noted that the Board is to determine the valuation based on the January 1, 1990 valuation regardless of who the owners may be. He suggested that Ms. Porter have a perk test (soil log test) completed on the property. He noted that if a denial is received on the whole twelve acres, there may be room for an alternative septic system. A sketch of the property was reviewed. Assessor's Testimonv - continued: Robert Kingsley stated that the valuation is based on waterfront footage at $400 per foot previous to the adjustments made. He reviewed the valuation of the property under question, noting that there are comparables in the area and that he heard nothing from Ms. Porter which proves the Assessor's Office is incorrectly assessing the property. He mentioned that a title report has not been produced by the petitioner and that the subject property is in the re-valuation area for 1991 and will be revalued as of January 1, 1991. He pointed out that the Assessor's Office doesn't take into consideration who owns the property when it is assessed. Board of Equalization Minutes: September 26, 1990 Page: 10 Board Comment: Vice-Chairman Douglas questioned the front footage being valued at $400 a foot when the current values show $700 a front foot as the base. Assessor's Testimony - continued: Robert Kingsley explained that the current assessment is four years old. He presented comparable properties to support the Assessor's determination that the property is correctly valued. Assessor's Comparables: Comparable #1: Parcel Number 954 600 120, Lot 30, Block 1, sold for $55,000 in May 1990. The front foot value is just over $500. Comparable #2: Parcel Numbers 721 174 009 and 721 174 015, Section 17 north of the subject property, T27N, R1E sold in February of 1990. This five acres, with 110 waterfront feet, sold for $86,500. The front foot value indicated by this sale is over $700. Comparable #3: Parcel Numbers 954 600 113 and 921 292 016 are used as an abstraction to illustrate the front foot value of property in subject property's area. This property includes lot 22, lot 1 of Goodfellow's Manhattan Beach Tracts, and another parcel known as Oak Bay Unrecorded Tracts lot 14. These two properties sold together for $88,500. The current assessed value for both of these parcels totals $49,600. Oak Bay Tracts lot 14 is assessed at $19,600, when this value is subtracted from the sales price of $88,500 the indication is that lot 22, lot 1 of Goodfellow's Manhattan Beach Tracts sold for about $68,900. This indicates a value of over $400 per front foot. Assessor's Exhibits: Exhibit #1: Subject Parcel Number 954 600 101 computerized Fieldsheet for 1/5th undivided interest. Exhibit #2: Subject Parcel Number 954 600 125 computerized Fieldsheet for 3/5ths undivided interest. Exhibit #3: Remaining Parcel Number 954 600 126 (not under appeal) computerized Fieldsheet for 1/5th interest. Board of Equalization Minutes: September 26, 1990 Page: 11 Exhibit #4: Real Estate Contract and Real Estate Excise Tax Form for the sale of 1/5th undivided interest to Donalda Porter from Trustee for Cecil & Myrtle Harper. Sale shown as $36,000. Exhibit #5: Goodfellow's Manhattan Beach Tracts Map showing location of Comparable #1. Exhibit #6: Copy of Real Estate Excise Tax Form, and Computerized Field Sheet for Comparable #1, Parcel Number 954 600 120. Sale Price $55,000 and Assessed Valuation $31,000. Exhibit #7: copy of Real Estate Excise Tax Form, Computerized Field Sheet, and a location map for Comparable #2, Parcels 721 174 009 and 721 174 015. Sale Price $86,500. Assessed Valuation on Parcel Number 721 174 009 is $28,050. Exhibit #8: Copy of Real Estate Excise Tax Form for Comparable #3, Parcels 954 600 113 and 921 292 016 as illustration for an abstraction. Both parcels sold together for $88,500. Board Action: The Board took the petition under advisement and explained the on-site inspection process to Ms. Porter. Ms. Porter stated that she didn't have any problem with the Deputy Assessor viewing the property with the Board of Equalization. MONTGOMERY, Alan L. 58th Floor Columbia Center Seattle, WA 98104 HOE: 90-016-R PN: 601 094 002 Robert Kingsley was present on behalf of the Assessor's Office, and William Butterfield attended to observe the proceedings. Chairman Dalgleish read the petition into the record, as Mr. Montgomery was not present. Leaal Description: This 5.22 acre property is described as TX 0321 S9 T26 R1W T2 & TL TX I 3.45CH (CH = "chains" = 66 feet of waterfront property per chain / 3.45 CH = 227.70 feet of waterfront). This Camp Harmony (Dabob Bay) property has four, one room sleeping cabins, a cookhouse, and small out buildings. The petitioner considers the construction substandard and noted that it Board of Equalization Minutes: September 26, 1990 Page: 12 is not insulated and that the buildings aren't suitable for year- round living. The Assessor considers the quality and condition to be average. The property has been valued as follows: 165 Front Feet x $700 = $115,500 plus 228 Front Feet x $20 x 93% (-7 for excess tidelands) plus 1 site valued at $4,000 for a total of $123,740 plus improvements with a physical depreciation of 26%. The improvement valuation with the adjustment and sleeping cabins is valued at $19,120. The total assessed valuation of the property is $142,860. Assessed Valuation: Land Only: Improvements: Total Valuation: $ 123,740 19.120 142,860 Petition Statement of Assessed ASSESSOR): Valuation (INCORRECT FIGURES AS PER Land Only: $ 124,060 Improvements: 19.120 Total Valuation: 143,180 Petitioner Reauest: Land Only: Improvements: Total Valuation: $ 88,500 19.120 107,620 Petitioner Statement as Der Petition: Alan Montgomery explained in an attachment to his petition that his Dabob Bay waterfront should be valued similar to the neighboring property values of the strong's to the north and the Fulton's to the south. He stated that the Strong's land was valued at $375 per front foot x 177 for a total of $66,310 and that the Fulton's property was valued at $439 per front foot x 330 for a total of $144,860. Mr. Montgomery explained that the summer cabins on all three properties are identically located on the beach and that the height of the bank behind and the width of the sandspit in front of these cabins is similar. He stated that the land under his main cabin is underwater during winter high tides therefore it would have to be located at the top of the bank to be a year round residence. He does not think it should be valued as no-bank waterfront because he doesn't have low bank use all year. He noted that the only "distinguishable feature between my property and my neighbors [sic] is that the portion of the migratory sandspit in front of my cabin has been cleaned and graded. Mr. Montgomery presented comparables of unimproved land which are within a half mile of his property. Board of Equalization Minutes: September 26, 1990 Page: 13 Petitioner's Comparables: Comparable #1: Parcel Number 601 102 013 sold for $90,000 in April of 1990 at $450 x 200 front feet. The petitioner considers this the most comparable parcel due to the same height of bank, a road to the beach, a beach-front site (although smaller than subject parcels' site), and its being suitable only for a summer cabin or trailer. Montgomery noted that a year round residence have to be located at the top of the bank on comparable. Mr. would this Comparable #2: Vol. 265 254-255-255A, sold for $79,800 on September 16, 1988 for $306 x 260 front feet. Mr. Montgomery believes his property should be "valued at no greater than $500 per front foot (177 front feet at $88,500) to bring it more in line with the assessed values of my neighbors and the actual sales prices of the comparables." He is not contesting the value of the improvements. Petitioner Attachment and Exhibits: Attachment: Letter dated July 30, 1990 stating his position on the valuation of the subject property. Exhibit #1: Photograph of his property and the Strong's and Fulton's properties. Exhibit #2a: Copy of Mr. Montgomery's 1990 Assessment for 1991 Taxes. Exhibit #2b: Copy of Mrs. Fulton's 1990 Assessment for 1991 Taxes. Exhibit #2c: Copy of Mr. Strong's 1990 Assessment for 1991 Taxes. Exhibit #3a: Copy of a map showing Comparable #1. Exhibit #3b: Copy of a map showing Montgomery property and Comparables #1 and #2. Exhibit #3c: Copy of Sales Presentation from Hood Canal Properties for Comparable #2 which notes that the 260' of waterfront is medium bank. Exhibit #3d: Statutory Warranty Deed for Comparable #2. Board of Equalization Minutes: September 26, 1990 Page: 14 Assessor's Testimonv: Robert Kingsley stated that the strong land was not valued at $375 a front foot. It was actually valued at $700 a front foot, as were all of these parcels. Adjustments were made to the $700 base value depending on the property. After reviewing how the properties were actually assessed, it was determined that Mr. Montgomery's valuation of $500 a front foot was extracted from the comparables presented after the adjustments had been calculated. The property has water, roads, and power. Mr. Kingsley commented that the Strong property is an inferior property so the topography adjustment was -50 percent and -7 percent for excess tidelands. Fulton received a topography adjustment of -30 percent plus an additional adjustment of -12 percent for excess front footage and -16 percent for excess tidelands. Robert Kingsley stated that the comparables used by Mr. Montgomery are not comparables as they are not no bank. Mr. Montgomery is comparing medium to high bank values and sales prices to his property. Mr. Kingsley presented maps and field sheets for each of Mr. Montgomery's comparables. The base of his comparables for low to medium bank is $450 a front foot. He also pointed out that Mr. Montgomery's Comparable #2 is one sale old. The parcel sold since the comparable sale, and Mr. Kingsley feels it's unacceptable to present the previous sale when there is a newer sale on the property. The most recent sale was 1/2 interest for $45,000. Mr. Kingsley stated that he wants to make clear to Board is that no bank waterfront sales indicate that it is worth at least $700 a front foot. Assessor's Comparables: Comparable #1: The McClanahan's property, Parcel Number 701 304 018, sold for $110,000 with approximately 120 waterfront feet valued at over $916 a front foot. This is no bank waterfront without tidelands. The sale was in January of 1989. Comparable #2: The Grindle's property, Parcel Number 701 321 005, sold for $70,000 for 100 waterfront feet valued at $700 a front foot. This is no bank waterfront. Comparable #3: The Hudson's property sold for $78,000 in March of 1990. This was 100 front feet valued at $780 a front foot. Board of Equalization Minutes: September 26, 1990 Page: 15 Abstraction Comparable #4: The Dietz's property, Parcel Number 501 032 008, sold for $250,000 with a triple wide mobile home with a detached garage valued at $80,490. The $250,000 minus $80,490 indicates a land value of $169,510 divided by 250 front feet of waterfront for a front foot value of $678 for low bank, not no bank. Assessor's Exhibits: Exhibit I: Computerized Fieldsheet for Montgomery's subject parcel #601 094 002. Exhibit II: Computerized Fieldsheet showing base rate of $700 a front foot, previous to adjustments, on Strong's parcel #601 094 003. Exhibit III: Computerized Fieldsheet showing base rate of $700 a front foot, previous to adjustments, on Fulton's parcel #601 094 005. Exhibit IV: John & Frances Dietz sale to James & Karen Almon. Real Estate Excise Tax Form for Parcel Number 501 032 008 showing a sale in April 1990 for $250,000 with an abstracted land value of $678 per front foot. (Assessor's Comparable Number 4) Exhibit V: Neighborhood / Land Code Rate Sheet listing no bank to low bank waterfront on Dabob Bay at $700 a front foot. Exhibit VIa: Daniel Kadish sale to Judith Huntington & Kerry Dominick. Real Estate Excise Tax Form for 1/2 interest in Parcel 601 102 025. This is the resale of Mr. Montgomery's Comparable #2. The 1/2 interest sold for $45,000. Exhibit VIb: Jeffry E. Powers sale to Daniel Kadish & Rosalyn Roberts c/o Alan Montgomery, Attorney. Real Estate Excise Tax Form for whole of Parcel 601 102 025. This is the sale Mr. Montgomery used as Comparable #2. The sale was for $79,800. Exhibit VIc: Computerized Fieldsheet for Comparable #2, Parcel Number 601 102 025, showing the valuation at $65,000 at $250 x 260 front feet without adjustments. The $250 a front foot is for medium to high bank waterfront. Board of Equalization Minutes: September 26, 1990 Page: 16 Exhibit VIIa: Ralph & Frances Hudson sale to Earl & Janice Russ. Real Estate Excise Tax Form showing sale of this property, of 100 front feet, at $78,000 in March 1990. (Assessor's Comparable Number 3) Exhibit VIIb: Map of Earl & Janice Russ property. Exhibit VIIIa: George & Bernice Grindle Hickey for Parcel Number August 1985 for $70,000. Number 2) sale to Jerry & Julia 701 321 005 sold in (Assessor's Comparable Exhibit VIIIb: Map of Jerry & Julia Hickey property. Exhibit IXa: Thomas and Julie McClanahan sale to Edward Squillaco. Real Estate Excise Tax Form for Parcel Number 701 304 018 showing sale at $110,000 in January 1989. (Assessor's Comparable Number 1) Exhibit IXb: Map of Edward Squillaco property. Exhibit Xa: James Burns sale to James & Heather Olson. Real Estate Excise Tax Form for Parcel Number 601 102 013 showing sale at $90,000 in April 1990. Exhibit Xb: Computerized Fieldsheet for Parcel Number 601 102 013 showing assessed valuation at $85,500 at the rate of $450 a front foot x 200 feet and reduced 5% for excess front footage. Exhibit Xc: Map of Parcel Number 601 102 013. Board Action: The Board took the petition under advisement and noted that an on-site inspection will be conducted. The Clerk was instructed to call Mr. Montgomery, as he requested, and let him know the status of his petition. Board of Equalization Minutes: September 26, 1990 Page: 17 ANDERSON, Edward W. BOE: 90-023-LO PN: 712 063 003 1520 Eden Valley Road BOE: 90-082-LO PN: 712 063 005 Port Angeles, WA 98362 BOE: 90-083-LO PN: 712 063 007 BOE: 90-084-LO PN: 712 063 012 BOE: 90-085-LO PN: 712 063 006 BOE: 90-086-LO PN: 712 063 016 Jeff Chapman was present on behalf of the Assessor's Office, and William Butterfield was present to observe the proceedings. Chairman Dalgleish explained the hearing process to Edward W. Anderson and Charles Gage and swore them in for testimony. The petitioner stated that there was no problem with the Assessor viewing the property with the Board. The Board determined that the testimony will be presented collectively for all six parcels in question, as the problem is common to these adjacent parcels. The subject parcels were also purchased under one affidavit. Property Description for Parcels accepted on petition. filed accordinq to appropriate procedure: o BOE: 90-023-LO PN: 712 063 003 is described as S6 T27 R12W, Residual of Government Lot 14 (N17A N of Bogachiel Road) Less Tax 1, 2, 3, 5, 7, 8, 12, 13, and a portion of Tax 41. This 11.96 acre, unimproved parcel is currently assessed at $23,920 ($2,000 an acre). The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. Assessed Value: * Recommended Value: * ($750 an acre) $23,920 $ 8,970 Sale Price of six parcels: Reouest for total value: $10,000 $10,000 o BOE: 90-082-LO PN: 712 063 005 is described as S6 T27 R12W, Tax 1, and is a .36 acre site currently assessed at $3,000. The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. Assessed Value: Recommended Value: $3,000 $ 500 Sale Price of six parcels: Reouest for total value: $10,000 $10,000 Board of Equalization Minutes: September 26, 1990 Page: 18 BOE: 90-083-LO PN: 712 063 007 is described as S6 T27 R12W, Tax 3, and is a .51 acre site currently assessed at $3,000. The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. o Assessed Value: Recommended Value: $3,000 $ 500 Sale Price of six parcels: Reouest for total value: $10,000 $10,000 BOE: 90-084-LO PN: 712 063 012 is described as S6 T27 R12W, Tax 8, and is a .82 acre site currently assessed at $3,500. The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. o Assessed Value: Recommended Value: $3,500 $ 500 Sale Price of six parcels: Reouest for total value: $10,000 $10,000 BOE: 90-085-LO PN: 712 063 006 is described as S6 T27 R12W, Tax 2, and is a .41 acre site currently assessed at $3,000. The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. o Assessed Value: Recommended Value: $3,000 $ 500 Sale Price of six parcels: Reouest for total value: $10,000 $10,000 BOE: 90-086-LO PN: 712 063 016 is described as S6 T27 R12W, Tax 12, and is a .94 acre site currently assessed at $3,500. The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. o Assessed Value: Recommended Value: $3,500 $ 500 o ASSESSED VALUATION TOTAL: RECOMMENDED VALUE TOTAL: SALE PRICE TOTAL: REOUEST FOR VALUE TOTAL: Sale Price of six parcels: Reouest for total value: $ 39.920 $ 11.470 (Assessor! $ 10.000 $ 10.000 (Petitioner! $10,000 $10,000 All six, adjacent parcels, totaling 16 acres, are located at South Bogachiel (Old Star Route 1) at the low, river, bottom area on Dowans Creek Road. The sales transaction for these parcels is Board of Equalization Minutes: september 26, 1990 Page: 19 $10,000 and the owners listed are Edward and Melanie Anderson (Husband and Wife), Evelyn Anderson (Single Woman), Charles Gage (Single Man), and Ross Anderson (Single Man). Property Description for Parcels under ouestion which were NOT filed properly. but are to be considered for eoualization upon the recommendation of the Assessor and the reouest of the Petitioner: o PN: 712 063 009 is described as S6 T27 R12W, Tax 5, and is a .23 acre site currently assessed at $3,000. The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. Petitioner and Assessor requested consideration for equalization. *Legal OWner: ANDERSON. Assessed Value: Recommended Value: $3,000 $ 500 Sale Price of parcel: $ Reouest value of land: $ 500 500 o PN: 712 063 011 is described as S26 T27 R12W, Tax 7, and is a .24 acre site currently assessed at $3,000. The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. Petitioner and Assessor requested consideration for equalization. *Legal OWner: ANDERSON. Assessed Value: Recommended Value: $3,000 $ 500 Sale Price of parcel: $ Reouest value of land: $ 500 500 o PN: 712 063 017 is described as S26 T27 R12W, Tax 13, and is a .23 acre site currently assessed at $3,000. The Tax District is 601, the Neighborhood Code is 1908, and the Land Use Code is 9100. Assessor requested consideration for equalization. *Legal OWner: MATAYA SALE IN PROGRESS. Assessed Value: Recommended Value: $3,000 $ 500 Sale Price of parcel: $ Reouest value of land: $ 500 500 Petitioner's Testimony: Edward Anderson reported that he'd actually purchased the subject property for $10,000 (plus $1,000 for two of the parcels not listed on the petition form) in May of 1990 although the sales were recorded on August 1, 1990. He pointed out that the only parcel he isn't appealing is the Mataya land, Parcel Number 712 063 017, since he doesn't have ownership of this yet. Board of Equalization Minutes: September 26, 1990 Page: 20 Assessor's Comment: Jeff Chapman noted that he doesn't have a problem with the Board considering the two parcels Mr. Anderson did not identify in the appeal, these two parcels are 712 063 009 and 712 063 011. He explained that Mr. Anderson has three different sales from three different land owners. He feels there shouldn't be a problem evaluating these parcels along with the others, especially since the Assessor and the appellant are not out of agreement in regard to valuation. He noted that the main problem is deciding how far to go with the equalization process in the Bogachiel River area. Petitioner's Testimony - continued: Mr. Anderson explained that the property was basically purchased for the elk habitat. He said he wouldn't build a house on the land, but at one time there was an easement road through the property. Currently, the access is off the County road, but you have to cross a creek now as all the culverts are gone leaving a beaver pond. The roads are blown out and a large portion of the land has become a pond which is protected by the Department of Fisheries as it is considered fish habitat, especially for rearing salmon. Portions of the land are underwater all year, becoming puddled water in the summer. The property stakes are still set. Mr. Charles Gage explained that private land is limited. Mr. Anderson stated there isn't any timber. The trees on the property are within 200 feet of the river so they cannot be cut down. He explained that the land has been purchased for elk habitat, not for subdivision for mobile homes or any other use. Since the land is almost gone, with the exception of private land, he purchased this for his children to have somewhere to hunt in the years to come. Mr. Gage pointed out that there is Government land adjacent to the subject property. Board Comment: Chairman Dalgleish asked if Mr. Anderson planned to put the whole property under one parcel number? Petitioner Response: Mr. Anderson responded that it doesn't matter to him. Assessor Response: Jeff Chapman explained that if the property were consolidated it would be easier for the County Assessor as currently the land must be valuated as separate parcels since they are identified as parcels and therefore they stand on their own Board of Equalization Minutes: September 26, 1990 Page: 21 merit. If combined, the property wouldn't be dividable. He noted that the sale of the subject property still hasn't been processed due to a subdivision boundary violation, created by an inaccurate legal description, that must be resolved. Petitioner Response: Mr. Anderson does not believe the portion considered a subdivision boundary violation, has been sold to him. He believes the problem to be a boundary line adjustment. He felt one tax statement, instead of six, and a combined parcel for the subject land would be fine as he isn't considering subdividing the property in the future. He explained that he paid about the same amount per acre ($17,000 for 23.50 acres) for his property which adjoins the subject land. He is asking that the valuation be lowered to the sale price. Mr. Anderson suggested that, to be fair to most of the homeowners in the area, anything below the "Amatella Creek" should be re- evaluated as the river has relocated. Some lots are missing because of the flooding. Assessor's Testimony: Jeff Chapman stated that basically the Assessor has valued property across the road at $750 an acre and the property on the river side at $2,000 an acre. The larger piece of Mr. Anderson's property is valued at $2,000 an acre, for about 12 acres. The smaller parcels are valued as sites at $3,000 each. Mr. Chapman noted that the real problem is how to distribute the value among all these parcels. He explained that in order to consolidate the parcels Mr. Anderson will have to go to the Assessor's Office to initiate action. He noted that as separate recreational sites the property may be valued at more than it would be valued on a per acre basis under consolidation. Mr. Chapman explained that all the recent sales have been to Mr. Anderson, this includes the $10,000 sale for the six parcels under appeal and the two $500 sales for Tax 5 and Tax 7 (which are currently valued at $3,000 each). The Assessor's Office has no reason to question these sales and it is assumed that they are arms length transactions (although they may be liquidation prices "which may be what's called for in this area"). He believes the question is: What are we going to use for values here, considering the six parcels? Mr. Chapman stated that the recommendation is that all of the smaller parcels be reduced from $3,000 each to $500 each, including the parcels under appeal, and Tax 5 and Tax 7 (belonging to Mr. Anderson), and Tax 13 (which belongs to Mr. Mataya). He stated that this puts these properties on the rolls at the sale price. The recommendation on the larger piece, currently assessed at Board of Equalization Minutes: September 26, 1990 Page: 22 $2,000 an acre, is to reduce valuation to $750 an acre for a total of $8,970, bringing the whole subject property (all six parcels) down to $11,470. He reported that all the property purchased by Mr. Anderson, including those parcels omitted from the appeal, would have a total assessment value of $12,470 if the Assessor's recommendation were accepted. In addition to this, Tax 13 would be valued at $500. Assessor's Exhibits: Exhibit A: Exhibit B: Exhibit C: Exhibit D: Exhibit E: Exhibit F: Exhibit G: Exhibit H: Exhibit I: Exhibit J: Computer Fieldsheet for BOE: 90-023-LO Parcel Number: 712 063 003. Computer Fieldsheet for BOE: 90-082-LO Parcel Number: 712 063 005. Computer Fieldsheet for BOE: 90-083-LO Parcel Number: 712 063 007. Computer Fieldsheet for BOE: 90-084-LO Parcel Number: 712 063 012. Computer Fieldsheet for BOE: 90-085-LO Parcel Number: 712 063 006. Computer Fieldsheet for BOE: 90-086-LO Parcel Number: 712 063 016. Computer Fieldsheet for Parcel Number: 712 063 009 for parcel petitioner thought he was appealing. Sale Value $500. Assessor agreed to consider this parcel in the equalization hearing. Computer Fieldsheet for Parcel Number: 712 063 011 for parcel petitioner thought he was appealing. Sale Value $500. Assessor agreed to consider this parcel in the equalization hearing. Computer Fieldsheet for Parcel Number: 712 063 017 for a parcel recommended for equalization by the Assessor. Sale Value $500. Not under appeal by petitioner as sale is still in progress. Real Estate Excise Tax Form (four pages) of $10,000 sale of subject property. Mr. and Mrs. Vannausdle's sale to Anderson family and Charles Gage. Board of Equalization Minutes: September 26, 1990 Page: 23 Exhibit K: Exhibit L: Exhibit M: Exhibit N: Exhibit 0: Real Estate Excise Tax Form (two pages) of $500 sale of Parcel Number 712 063 009, under consideration for equalization as per Assessor and Petitioner. Mr. and Mrs. Morrison's sale to Anderson family and Charles Gage. Real Estate Excise Tax Form (two pages) of $500 sale of Parcel Number 712 063 011, under consideration for equalization as per Assessor and Petitioner. Mr. Patterson's sale to Anderson family and Charles Gage. Computer print out of Assessor's Recommendation dated September 26, 1990. This includes recommendations for parcels not under direct appeal. Map of Tax 7, 5, and 13 not under direct appeal, and the six parcels under appeal. Letter from Jeff Chapman, Assessment Operations Manager dated August 31, 1990 re: Appeal of Edward Anderson and Mr. Chapman's view of the acceptance of the appeal in question. Recommended consideration of appeal and other parcels presented. Jeff Chapman explained that the Deputy Assessor, who valued the land in the subject property area, is no longer with the Office and that no one else has been on the West End. He felt the questions are: "Does the Board go out there? And, where do you draw the line at?" He noted that the County doesn't have the money or the resources to provide an aerial photograph, but the State did provide this service this year. The only problem is, the Assessor does not have maps to compare these aerials to. Petitioner Comment: Mr. Anderson stated that the Department of Natural Resources has maps, which would save the County a lot of money. He suggested the area be photographed from the air and then an overlay of the existing maps be completed to determine property changes. Board of Equalization Minutes: September 26, 1990 Page: 24 Mr. Anderson also stated that he had no problem with the recommended reduction in valuation, although this means he will be paying taxes on fish habitat. He stated that there isn't power or water, that the area is very primitive, and that it is not fair to pay taxes on property that is no longer existent. He pointed out that he is not appearing before the Board to appeal other people's values, although he deems it unfair to assess for property that is now unusable. He feels that the "fair, and just, and honorable thing to do" is to re-value the whole area affected by the Bogachiel River. Assessor's Comment: Jeff Chapman stated that it will take a lot of time, money, and resources to address the problem with the Bogachiel River. He noted that the next re-valuation of the area in question is 1992. He also pointed out that the Department of Natural Resources shoots nine by nine aerials, which are very small, and that it will be tough to overlay these to determine the details of the properties in question, especially where growth overhangs the river. Board Action: After further discussion regarding the legal description, the title company's actions, boundary adjustments, the affects of the changing configuration of the river, and potential methods of re-assessing the area, the Board took the petition under advisement. An on site inspection will be considered and if one is to occur the petitioner will be notified by mail. Vice-Chairman Douglas noted that it wouldn't be fair for the Board of Equalization to re-value the whole area affected by the Bogachiel River unless the Assessor, the property owners, and the Board had an understanding of how much of the land is still usable. He feels that appropriate survey maps need to be provided to insure an accurate equalization of the area. Assessor's Comment: Jeff Chapman noted that in the subject property's area there are sales and Mr. Anderson's testimony to indicate value, but going beyond that, there isn't any data to support equalization. Board of Equalization Minutes: September 26, 1990 Page: 25 CERTIFICATE OF NEW CONSTRUCTION Vice-Chairman Douglas presented the CERTIFICATE OF NEW CONSTRUCTION VALUE provided to the Board of Equalization by Assessor Jack Westerman III, and subscribed and sworn to before the Auditor for Jefferson County, Mary Gaboury, on September 17, 1990. He read the certification into the record of the minutes: Pursuant to RCW 36.21.080 and 84.40.040, I, Jack Westerman III, Assessor of Jefferson County, hereby certify that the value of new construction added to the 1990 assessment roll is $44,317,515*. *New construction added subsequent to certification of assessment rolls to B.O.E. An additional $3,549,822 in new construction was included in the certification. APPROVAL OF MINUTES The Board reviewed the Minutes of July 10, 17, and 25, 1990. MOTION Vice-Chairman Douglas moved to approve the Minutes of July 10, 17, and 25, 1990 as presented. Member Archie Barber, Jr. seconded the motion which carried by unanimous vote. Board of Equalization Minutes: September 26, 1990 Page: 26 OTHER BUSINESS OF THE BOARD There being no further business before the Board, the Board adjourned until September 28, 1990, at which time hearings will be held. APPROVED BY: DATE APPROVED: 1/-~ Z~W e-(ALG~IRMAN ~~Q DAVID G. UGLA~ICE CHAIRMAN A....,ED ~~ IERDREI KE (L"t'. p( g~ ~ ARCHIE L. BARBER, JR., ER