HomeMy WebLinkAboutM110502
"
MINUTES
NOVEMBER 5, 2002
1820 Jefferson Street
P.O. Box 1220
Port Townsend, WA 98368
James A. DeLeo
William S. Marlow
Richard A. Broden
William S. Marlow
Richard A. Broders
James A. DeLeo
Chairman
Vice-Chairman
Member
Chairman William S. Marlow called the meeting to order at 9:30 a.m. in the presence of Vice-Chairman Richard A.
Broders and Member James A. DeLeo.
APPROVAL OF MINUTES
Vice-Chairman Broders moved to approve the minutes of September 16, 2002 as presented. Member DeLeo
seconded the motion which carried by a unanimous vote.
DETERMINATIONS
John W. Chamberlain
160 - 24th Avenue
San Francisco, CA 94121
BOE: 02-06-R
PN: 990300116
After careful consideration of all the information submitted by both parties and conducting a physical inspection of
the property, the Board determined that the appellant's purchase price did not represent fair market value as it was
significantly lower than the sales of other comparable properties. Vice-Chairman Broders moved to sustain the
Assessor's valuation of $108,250 ($20,250 for the land and $88,000 for the improvements). Member DeLeo
seconded the motion which carried by a unanimous vote. (See also minutes of September 9, 2002)
Richard & Mary DeLong
2000 Water Street
Port Townsend, W A 98368
BOE: 02-13-R
PN: 957306701
After careful consideration of all the information submitted by both parties and conducting a physical inspection of
the property, the Board determined that the value of $725,400 shown on the revised Excise Tax Affidavit represents
fair market value of this parcel, with an additional $9,000 to account for a portion of the value of the new roof.
Vice-Chairman Broders moved to overrule the Assessor and reduce the current assessment from $859,830 ($277,875
for the land and $581,955 for the improvements) to $734,400 ($277,875 for the land and $ 456,525 for the
improvements). Member DeLeo seconded the motion which carried by a unanimous vote. (See also minutes of
September 9, 2002)
Phone (360)385-9100 Fax (360)385-9382 jef'fbocC@Co.Jeffel'llon.wa.ua
..
Board of Equalization Minutes - November 5, 2002
Page 2
Jurgau & Johauua Veigel
251 Windrose Drive
Port Ludlow, W A 98365
BOE: 02-19-R
PN: 931900040
The Board reviewed all the information submittedby both parties and conducted a physical inspection of the
property. It was determined that the problems with the house and view are unique to this parcel as indicated by the
purchase price. In this case, the purchase price represents the fair market value of this parcel. Vice-Chairman
Broders moved to overrule the Assessor and reduce the current assessed value from $203,600 ($38,500 for the land
and $165,100 for the improvements) to $182,000 ($32,000 for the land and $] 50,000 for the improvements).
Member DeLeo seconded the motion which carried by a unanimous vote. (See also minutes of September 9, 2002)
William & Susau Conklin
210 Kala Heights Drive
Port Townsend, W A 98368
BOE: 02-22-R
PN: 965800006
The Board reviewed all the information submitted by both parties and conducted a physical inspection ofthe
property. It was determined that the method used by the Assessor's staff to value the land and improvements is
reasonable and equitable among properties in the area. Based on sales of comparable properties, the total assessed
value represents fair market value ofthis parcel. Vice-Chairman Broders moved to sustain the Assessor's valuation
of $449,405 ($202,000 for the land and $247,405 for the improvements). Member DeLeo seconded the motion
which carried by a unanimous vote. (See also minutes of September 9,2002)
Jack & Mary Louise Adney
610 Gise Street
Port Townsend, W A 98368
BOE: 02-12-R
PN: 948324202
After reviewing all the information submitted by both parties and conducting a physical inspection of the property,
the Board determined that based on comparable property sales, the current assessment represents fair market value of
this parcel. Vice-Chairman Broders moved to sustain the Assessor's valuation of $324,3 15 ($106,700 for the land
and $217,615 for the improvements). Member DeLeo seconded the motion which carried by a unanimous vote.
(See also minutes of September 9, 2002)
John & Kathleen Bosi
3404 Kelsey Court
Flower Mound, TX 75028
BOE: 02-01-LO
PN: 002334002
The Board reviewed all the information submitted by both parties and conducted a physical inspection of the
property. It is the finding of the Board that the zoning change of this bare land parcel negatively impacted the market
value resulting in the appellant's purchase price being significantly lower than the current assessed value. Zoning
regulations previously allowed a density of 1 building site per 5 acres (I :5), but now a density of 1 building site per
20 acres (1 :20) is required in the area where this parcel is located. Based on the zoning the purchase price of
$97,500 represents fair market value of this parcel. Vice-Chairman Broders moved to overrule the Assessor and
reduce the current assessment from $145,655 to $97,500. Member DeLeo seconded the motion which carried by a
unanimous vote. (See also minutes of September 9, 2002)
-
Board of Equalization Minutes - November 5, 2002
Pa2e 3
Deborah R. Petersen
2532 Island Dr. NW
Olympia, W A 98502
BOE: 02-17-R
PN: 602292001
After reviewing all the information submitted by both parties and conducting a physical inspection of the property,
the Board determined that based on comparable property sales, including the appellant's purchase price of this
parcel, the current assessment represents, at a minimum, the true and fair market value. Vice-Chairman Broders
moved to sustain the Assessor's valuation of $144,195 ($40,470 for the land and $103,725 for the improvements).
Member DeLeo seconded the motion which carried by a unanimous vote. (See also minutes of September 9, 2002)
Jack Crowder
3941 Park Drive #20-343
El Dorado Hills, CA 95762
BOE: 02-41-LO
PN: 702122031
The Board reviewed all the information submitted by both parties and conducted a physical inspection of the
property. It was determined that based on comparable property sales, including the appellant's purchase price of this
bare land parcel, the current assessment represents, at a minimum, the true and fair market value. Vice-Chairman
Broders moved to sustain the Assessor's valuation of $35,520. Member DeLeo seconded the motion which carried
by a unanimous vote. (See also minutes of September 10,2002)
Discovery View Associates
W. Scott Phinney
1 Mount Jefferson Terrace
Lake Oswego, OR 97035
BOE: 02-40-C
PN: 948332903
Just prior to the hearing a letter was sent by facsimile from the appellant to the Board requesting to withdraw their
appeal and stating that the current assessment is acceptable. Based on the letter, Vice-Chairman Broders moved to
sustain the current assessment of$1,3l5,140 ($415,960 for the land and $899,180 for the improvements). Member
DeLeo seconded the motion which carried by a unanimous vote. (See also minutes of September 10, 2002)
Kah Tai Care Center
Life Care Centers of America
James J. Miller c/o KPMG, LLP
3100 Two Union Square
601 Union Street
Seattlle, W A 98101-2327
BOE: 02-54-C
PN; 949817101
After carefully reviewing all the information submitted by both parties and conducting a physical inspection of the
property, the Board determined that the current assessment represents true and fair market value. Vice-Chairman
Broders moved to sustain the Assessor's valuation of $2,360,725 ($586,000 for the land and $1,774,725 for the
improvements). Member DeLeo seconded the motion which carried by a unanimous vote. (See also minutes of
September 10,2002)
~
Board of Equalization Minutes - November 5, 2002
Page 4
James L. Olson
6645 - 57'" Avenue NE
Seattle, W A 98115
BOE: 02-62-LO
PN: 601102013
After careful consideration of all the information submitted by both parties and conducting a physical inspection of
the property, the Board determined that the issue of having to access the property by crossing land owned by the
State Department of Natural Resources, and thereby, not having "legal access", does not appear to have a negative
impact on the value of the property as evidenced by sales of properties which are similarly situated and also accessed
through State owned land. Vice-Chairman Broders moved to sustain the Assessor's valuation of$154,440
($149,440 for the land and $5,000 for the improvements). Member DeLeo seconded the motion which carried by a
unanimous vote. (See also minutes of September 16,2002)
Jerrold & Barbara Walton
14023 SE 47'h Street
Bellevue, W A 98006
BOE: 02-18-LO
PN: 601213006
The Board reviewed all the information submitted by both panies and conducted a physical inspection of the
property. Assessment records indicate this parcel is already receiving a reduction in value of 45%, however, due to
the topography, it was determined that a reduction of 65% should be given. Vice-Chairman Broders moved to
overrule the Assessor and reduce the current assessment from $96,650 ($90,900 for the land and $5,750 for the
improvements) to $64,250 ($58,500 for the land and $5,750 for the improvements). Member DeLeo seconded the
motion which carried by a unanimous vote. (See also minutes of September 16, 2002)
Lockwood & Hiroko Dennis
1908 - 35'h Street
Port Townsend, W A 98368
BOE: 02-04-LO
PN: 965400501
The Board reviewed all the information submitted by both parties and conducted a physical inspection of the
property. According to the Assessor's records the current assessment does not include a value for improvements or
utilities as the strucnrre has been removed from the property. It was determined that the land value represents true
and fair market value based on sales of comparable property. Vice-Chairman Broders moved to sustain the current
assessment of $39,000. Member DeLeo seconded the motion which carried by a unanimous vote. (See also minutes
of September 16,2002)
Jeffrey Delia
1321 Dabob Post Office Road
Quilcene, W A 98376
BOE: 02-63-R
PN: 701 044014
After careful consideration of all the information submitted by both parties and conducting a physical inspection of
the property, the Board determined that while there are problems with the roof and decks, comparable property sales
indicate the current assessment reflects fair market value of the property in its existing condition. Vice-Chairman
Broders moved to sustain the Assessor's valuation of$158,455 ($49,000 for the land and $109,455 for the
improvements). Member DeLeo seconded the motion which carried by a unanimous vote. (See also minutes of
September 16, 2002)
Board of Equalization Minutes - November 5, 2002
Cynthia Hovind (Roberson) BOE: 02-44-LO
1210 N. 7th Street
Coos Bay, OR 97420
Pa2e 5
PN: 951901105
After careful consideration of all the information submitted by both parties and conducting a physical inspection of
the property, the Board determined that no documented evidence was provided showing that the blocked street
cannot be reopened. Based on sales of comparable property in the immediate area, the current assessment represents
the fair market value ofthis bare land parcel. Vice-Chairman Broders moved to sustain the Assessor's valuation of
$7,200. Member DeLeo seconded the motion which carried by a unanimous vote. (See also minutes of September
23,2002)
Edward & Karole Evans
50 South Palmer Drive
Port Townsend, W A 98368
BOE: 02-02-R
PN: 938100405
After careful consideration of all the information submitted by both parties and conducting a physical inspection of
the property, the Board determined that the view of this parcel is significantly blocked due to the construction of a
house on a neighboring parcel. The 10% reduction in value already given for the impact on the view should be
changed to 30% to reflect fair market value. Vice-Chairman Broders moved to overrule the Assessor and reduce the
current assessment from $142,270 ($44,500 for the land and $97,770 for the improvements) to $133,370 ($35,600
for the land and $97,770 f9r the improvements). Member DeLeo seconded the motion which carried by a unanimous
vote. (See also minutes of September 23, 2002)
Dwight & Marianne Hauptman, Trust
685 Ludlow Bay Road
Port Ludlow, W A 98365
BOE: 02-48-R
PN: 969 000 006
The Board reviewed all the information submitted by both parties and conducted a physical inspection of the
property. It was determined that due to the problems with this property (ie. severe settling because the house was
constructed on uncompacted fill), which were known by the appellants at the time of purchase, the purchase price of
$500,000 reflects the true and fair market value of this parcel. Vice-Chairman Broders moved to overrule the
Assessor and reduce the current assessment of $690,740 ($197,000 for the land and $493,740 for the improvements)
to $500,000 ($150,000 for the land and $350,000 for the improvements). Member DeLeo seconded the motion
which carried by a unanimous vote. (See also minutes of September 23, 2002)
Ruth Boulton
1210 N. 7"' Street
Coos Bay, OR 97420
BOE: 02-45-R
02-46-LO
PN: 701304014
701 304 015
The Board reviewed all the information submitted by both parties and conducted a physical inspection of each
parcel. Parcel #701 304014 has a total of 150' of waterfront which is currently valued as no or low bank waterfront
at a rate of $1 ,500 per front foot. The Board determined that only 100' of the waterfront is no or low bank and the
remaining 50' is higher bank and has a lesser value of $ 1 ,000 per front foot. Vice-Chairman Broders moved to
overrule the Assessor and reduce the current assessment from $237,780 ($139,140 for the land and $98,640 for the
improvements) to $226,565 ($127,925 for the land and $98,640 for the improvements). Member DeLeo seconded
the motion which carried by a unanimous vote.
Board of Equalization Minutes - November 5, 2002
Member DeLeo excused himself from the meeting.
Pa2e 6
With regard to the bare land parcel #701304015, the Board determined that the value of$5,000 for the septic
system should be removed as the septic system serves parcel #701 304014 and its value is included in the
assessment of that parcel. The base land value is consistent with sales of comparable properties. Vice-Chairman
Broders moved to overrule the Assessor and reduce the current assessment from $48,010 to $43,010. Chairman
Marlow seconded the motion. The motion carried. (See also minutes of October 28,2002)
The meeting was recessed at 4:00 p.m. on Tuesday and reconvened at 10:30 a.m. on Wednesday, November 6,2002
with Chairman Marlow and Vice-Chairman Broders present. Member DeLeo was absent.
William E. Whitney, Jr.
1341 Whitney Road
Quilcene, W A 98376
BOE: 02-27-LO
02-28-R
02-29-LO
02-31-LO
02-33-LO
02-34-LO
02-35-R
02-36-LO
PN: 996 400 001
996 400 007
996 400 002
996 400 003
996 400 004
996 400 008
996 400 009
996400012
The Board reviewed all the information submitted by both parties and conducted a physical inspection of all the
parcels. In order to address the appellant's issues and concerns with regard to these parcels, the Board prepared an
explanation of their determination of value as follows:
ODen SDace Issue
The upland open space parcel (#996 400 012) was determined to have less contributory value to the other parcels,
based on information presented regarding sales in other plats with similar waterfront and beach open space,
particularly in Dabob Cove. Consequently, a reduction of 50% was given on the valuation of the upland open space
parcel to be consistent with sales, as well as with valuations of similar parcels which are not buildable (ie. open
space property created in plats, property which does not perk, property that does not have enough area for a building
site, etc.)
The Board further determined that the upland open space parcel has no contributory value to the no bank/low bank
waterfront lots 8 and 9 (#996400 008 and #996 400 009) and the value which had been allocated to those parcels
was removed. Thus, the value for the upland open space parcel was allocated among 9 parcels (lots 1, 2, 3, 4, *5, *6,
7, **10 and **11), equating to an I 1% share or contributory value to each parcel.
The tideland portion of the upland open space parcel valuation which is allocated to the other parcels was determined
to be correct, in both value and to which parcels it benefits.
*
The valuations oflots 5 and 6 were appealed during the 2002 Board of Equalization session. New valuations
were stipulated and agreed to by both parties prior to the hearing. A determination order form was not prepared
for these two parcels, however, the change in the allocation percentages will modifY the stipulated values.
** The valuations oflots 10 and 11 were not appealed during the 2002 Board of Equalization session and will
therefore remain at the current assessed value until the end of the four year revaluation cycle or until the values
are appealed during the current four year revaluation cycle.
Board of Equalization Minutes - November 5, 2002
Page 7
Views: East vs. West
There is some general evidence that east facing parcels are less valuable than west facing parcels, however, the sales
of east facing parcels (of which there are few) do not indicate that the parcels under appeal are incorrectly valued.
We conclude the owner's burden of proof has not been met and the Assessor is presumed to be correct on this issue.
Excess Front Footal!e Rates
In this case there is insufficient documented evidence to convince the Board to change the Assessor's methodology
of valuing excess front footage. We conclude the owner's burden of proof has not been met and the Assessor is
presumed to be correct on this issue.
Property Adjoininl! "Rural Forest"
It is acknowledged that during property development, owners must comply with certain setback requirements. In this
case the set back requirements are due to the particular zoning of adjoining properties. In the absence of evidence
documenting the degree of negative impact the setback requirements have on the value of these larger parcels, where
usability as a "building site" is presumably not adversely affected, a reduction in value is not substantiated. We
conclude the owner's burden of proof has not been met and the Assessor is presumed to be correct on this issue.
Vice-Chairman Broders moved to overrule the Assessor and reduce the current assessment of the parcels as indicated
below.
Current Current Current BOE BOE BOE
Land Improvement Total Land Value Improvement Value Total Value
Parcel Number Assessment Assessment Assessment Determination Determination Determination
996 400 001 $53,520 $0 $53,520 $45,275 $0 $45,275
996 400 007 $71,565 $9,625 $81,190 $63,320 $9,625 $72,945
996 400 002 $55,325 $0 $55,325 $47,080 $0 $47,080
996 400 003 $55,445 $0 $55,445 $47,200 $0 $47,200
996 400 004 $55,205 $0 $55,205 $46,960 $0 $46,960
996 400 008 $354,545 $0 $354,545 $332,988 $0 $332,988
996 400 009 $448,550 $206,385 $654,935 $426,993 $206,385 $633,378
996400012 The value of this parcel was reduced by 50% and distributed to the other parcels as stated above.
Chairman Marlow seconded the motion. The motion carried. (See also minutes of September 10,2002)
Warren & Patricia Berg
91 Wren Court
Port Ludlow, W A 98365
BOE: 02-58-R
02-59-R
02-60-LO
PN: 601342017
601 342 020
601 342 024
After careful consideration of all the information submitted by both parties and conducting a physical inspection of
all the parcels, the Board determined that the lagoon has a greater negative impact on the market value of parcels 60 I
342017 and 601342024 than what is reflected in the Assessor's records. While the assessments already reflect a
reduction in value of 10% to account for the negative impact of the lagoon, the Board believes a 20% reduction
would be more reflective of the lagoon impact on the market value. The valuation of parcel #601 342 020 is fair and
.
Board of Equalization Minutes - November 5, 2002
Pa2e 8
equitable based on comparable property sales information. Vice-Chairman Broders moved to overrule the Assessor
and reduce the current assessments of parcels #60] 342017 and #601 342024 and sustain the curren! assessment of
parcel #601 342020 as indicated below.
Current Current Current DOE DOE DOE
Land Improvement Total Land Value Improvement Value Total Value
Parcel Number Assessment Assessment Assessment Determination Determination Determination
601 3420] 7 $163,625 $35,005 $198,630 $142,875 $35,005 $177,880
601 342020 $140,370 $80,835 $221,205 $140,370 $80,835 $221,205
601 342 024 $155,625 $0 $155,625 $134,875 $0 $134,875
Chairman Marlow seconded the motion. The motion carried. (See also minutes of September 10, 2002)
H. Stanley Halvarson TR
1024 Kellum Street
Fairbanks, AK 99701-4318
BOE: 02-56-R
PN: 601342010
After careful consideration of all the information submitted by both parties and conducting a physical inspection of
the property, the Board determined that comparable sales information indicates the current assessment reflects true
and fair market value. Vice-Chairman Broders moved to sustain the Assessor's determination of value in the amount
of$275,785 ($170,100 for the land and $105,685 for the improvements). Chairman Marlow seconded the motion.
The motion carried. (See also minutes of September 10, 2002)
Meeting adjourned.
A~ 'I).
En" K. Lnndg=, ~1ift:l~
JEFFERSON COUNTY
BOARD OF EQUALIZATION
J-
William S. Marlow, Chairman
~AtJ-
Richard A. Broders, Vice-Chairman
!frrif;.!:M'6.