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HomeMy WebLinkAboutbocc.res.072.2022Resolution No. 072-2022 Pitkin09282022 Commissioners Patti Clapper, Francie Jacober, Kelly McNicholas Kury, Steve Child and Greg Poschman Deb Bamesberger Bryce Henkels 2022 Julia Ely 5th October Appraiser Recommendation for an Abatement From: Wendy Schultz Date: 05/26/2022 Petitioner: Front Four LLC Schedule #: R017021 Parcel #: 273707481001 The appraiser has completed a review of the referenced property, as of this date, and hereby submits a recommendation as stated below: Deny Approve as Submitted Abatement/Refund Different than requested Abatement for Year: 2021 Data collection period for year #1: 07/01/2018 – 06/30/2020 Assessment Rate: 7.15% Tax Area: 001 Mill Levy: 35.483 Actual Value this year: 7,364,200 Recommended value: 6,954,000 Assessed Value Tax Amount Original value: 526,540 18,683.22 Corrected value: 497,210 17,642.50 Refund: 29,330 1,040.72 Abatement for Year: Data collection period for year #2: Assessment Rate: Tax Area: Mill Levy: Actual Value this year: Recommended value: Assessed Value Tax Amount Original value: Corrected value: Refund: The basis of this recommendation is: For the 2021 values, we used sales that occurred from July 1, 2018 to June 30, 2020. These sales were time adjusted to the appraisal date of June 30, 2020. This time trend was audited by the State of Colorado and it was found to be in compliance. On September 21, 2018, the subject property sold for $6,250,000 which time adjusted to $6,954,375. Other comparable sales support this value. Appraiser recommendation: $6,954,000 August 15, 2021 Ms. Deb Bamesberger Pitkin County Assessor 530 E Main St. - Suite 204 Aspen Colorado 81611 RE: 2021 Property Assessment Study Preliminary Report Dear Ms. Bamesberger: Based on the attached preliminary analysis, there is no compliance issue indicated for Pitkin County as of the date of the report. This preliminary report summarizes the results of the 2021 Property Assessment Study conducted by Wildrose Appraisal - Audit Division for the State Board of Equalization. The specific compliance items covered in this preliminary report are sales ratio studies, market trending and the results of the analysis of the sold and unsold properties. Additional areas of study are sales verification, economic area development, subdivision discounting, agricultural land, agricultural outbuilding, personal property, natural resources and possessory interest. The preliminary report presents the conclusions on each of these areas as it relates to the following major goals and objectives of the Property Assessment Study: 1. To determine whether each county assessor is applying correctly the constitutional and statutory provisions and the compliance requirements of the State Board of Equalization as well as the manuals published by the State Property Tax Administrator to arrive at the actual value of each class of property. 2. To determine if each assessor is applying correctly the provisions of law to the actual values when arriving at valuations for assessment of all locally valued properties subject to the property tax. The acceptable statistical standards allowed by the State Board of Equalization are: ALLOWABLE STANDARDS RATIO GRID Property Class Unweighted Median Ratio Coefficient of Dispersion Commercial & Industrial Between .95 – 1.05 Less than 20.99 Residential Condos Between .95 – 1.05 Less than 15.99 Residential Between .95 – 1.05 Less than 15.99 Vacant Land Between .95 – 1.05 Less than 20.99 The results found for your county are: RATIO GRID Property Class Number of Qualified Sales Unweighted Median Ratio Price Related Differential Coefficient of Dispersion Time Trend Analysis Commercial & Industrial 37 1.001 0.970 4.5 Compliant Residential Condos 476 0.999 1.019 8.3 Compliant Residential 312 0.997 1.012 8.6 Compliant Vacant Land N/A N/A N/A N/A N/A The Sold/Unsold results are: SOLD/UNSOLD RESULTS Property Class Result Commercial & Industrial Compliant Residential Condos Compliant Residential Compliant Vacant Land N/A Further results of the 2021 Property Assessment Study: 1) Sales Verification: The County has a compliant sales verification system in place. The County has a satisfactory sales verification narrative. Recommendations: None 2) Economic Area Development: The County has a compliant and satisfactory economic area description and map in place. Recommendations: None 3) Subdivision Discounting: The County is exempt from the Subdivision Discounting study. 4) Agricultural Land: The County is in overall compliance with state guidelines for agricultural land valuation. The County has complied with the Constitution, statutes and DPT guide lines in the valuation of Agricultural Land. Recommendations: None 5) Agricultural Structures: The County has complied with all of the recommended procedures provided by the Division of Property Taxation for the valuation of agricultural outbuildings. The County has complied with the Constitution, statutes and DPT guide lines in the valuation of Agricultural Structures. The County is in over-all compliance with Section 39-1-102(1.6)(a)(I)(A) C.R.S and Section 39-1-102(1.6)(a)(I)B) C.R.S. Recommendations: None 6) Agricultural Land Under Improvements study: The County has complied with the procedures provided by the Division of Property Taxation for the valuation of land under residential improvements that may or may not be integral to an agricultural operation. Recommendations: None 7) Personal Property: The County has a compliant valuation and audit system in place. Recommendations: None 8) Natural Resources: The County has a satisfactory system in place for natural resource valuation. The County has complied with the Constitution, statutes and DPT guidelines in the valuation of Natural Resources. Recommendations: None 9) Possessory Interest: The County has a satisfactory system in place for possessory interest discovery and valuation. Recommendations: None This preliminary report has summarized the results of the 2021 Property Assessment Study. The more detailed report will be sent on September 15, 2021. If there are any questions, please call me at (720) 350-4613. Sincerely, Harry J. Fuller Audit Manager Wildrose Appraisal- Audit Division Account Number R017021 Comparable: R017021 Comparable: R021888 Comparable: R014806 Parcel Number 273707481001 273707481001 273707491002 273707379001 Situs Address 341 PARK AVE 341 PARK AVE 505 PARK CIR #B 855 GIBSON AVE #A City ASPEN ASPEN ASPEN ASPEN Sale Date 09/21/2018 11/15/2018 11/20/2018 Sale Price $6,250,000 $4,550,000 $8,549,000 Sale/SqFt $1,768 $1,610 $1,486 Time Adj. Price $6,954,375 $5,011,825 $8,549,000 VALUE ADJUST DESCRIPTION +(-)ADJUST DESCRIPTION +(-)ADJUST DESCRIPTION +(-)ADJUST LAND Acres $0 $0 0 $0 LAND SQFT $0 $0 0 $0 LAND Land Value Code $0 $1,200,000 E/NE ASP DC $1,200,000 Actual Year Built 1999 1999 $0 2013 $0 1994 $0 Effective Year Built 1999 1999 $0 2013 ($550,000)2010 ($550,000) Live Area 2956.0000 2956.0000 $0 2503.0000 $747,450 5754.0000 ($4,616,700) Finished Basement Area 977.0000 977.0000 $0 609.0000 $425,040 0.0000 $1,128,435 Construction Quality DUP CONDO - V GOOD DUP CONDO - V GOOD $0 DUP CONDO - V GOOD $0 DUP CONDO - V GOOD $0 FINISHED GARAGE HEATED 430 430 $0 462 $0 $0 FINISHED GARAGE $0 $0 473 $0 TimeAdjustedS alePrice 0 $0 $0 $867,723 Value $7,364,200 Value/Sqft $1,872 Adjusted Sale $6,954,375 $0 $6,834,315 $1,822,490 $6,578,458 ($1,970,542) wendys @ May 27, 2022 11:52:23 AM Page 1 of 4 Account Number R017021 Comparable: R022421 Comparable: R022512 Comparable: R021357 Parcel Number 273707481001 273707410003 273718171057 273707335016 Situs Address 341 PARK AVE 520 SPRUCE ST 332 N RIVERSIDE AVE 800 GIBSON AVE #B City ASPEN ASPEN ASPEN ASPEN Sale Date 08/15/2018 07/10/2019 09/21/2018 Sale Price $4,750,000 $6,400,000 $4,647,500 Sale/SqFt $1,786 $2,409 $1,515 Time Adj. Price $5,312,400 $6,768,640 $5,171,273 VALUE ADJUST DESCRIPTION +(-)ADJUST DESCRIPTION +(-)ADJUST DESCRIPTION +(-)ADJUST LAND Acres $0 $0 $0 LAND SQFT $0 $0 $0 LAND Land Value Code $1,200,000 $1,200,000 $1,200,000 Actual Year Built 1999 2018 $0 2018 $0 2006 $0 Effective Year Built 1999 2018 ($950,000)2018 ($950,000)2015 ($800,000) Live Area 2956.0000 1833.0000 $1,852,950 1583.0000 $2,265,450 2091.0000 $1,427,250 Finished Basement Area 977.0000 1141.0000 ($189,420)1227.0000 ($288,750)1323.0000 ($399,630) Construction Quality DUP CONDO - V GOOD DUP CONDO - V GOOD $0 DUP CONDO - V GOOD $0 DUP CONDO - V GOOD $0 FINISHED GARAGE HEATED 430 260 $25,000 $0 485 $0 FINISHED GARAGE $0 243 $25,000 $0 TimeAdjustedS alePrice 0 $0 $0 $0 Value $7,364,200 Value/Sqft $1,872 Adjusted Sale $7,250,930 $1,938,530 $9,020,340 $2,251,700 $6,598,893 $1,427,620 wendys @ May 27, 2022 11:52:23 AM Page 2 of 4 Account Number R017021 Comparable: R022352 Comparable: R017294 Parcel Number 273707481001 273718119002 273718117124 Situs Address 341 PARK AVE 1195 RIVERSIDE DR 1395 RIVERSIDE DR #A City ASPEN ASPEN ASPEN Sale Date 09/13/2018 01/02/2019 Sale Price $7,100,000 $4,675,000 Sale/SqFt $1,847 $1,188 Time Adj. Price $7,900,170 $5,097,152 VALUE ADJUST DESCRIPTION +(-)ADJUST DESCRIPTION +(-)ADJUST LAND Acres $0 $0 LAND SQFT $0 $0 LAND Land Value Code $500,000 $1,700,000 Actual Year Built 1999 2017 $0 1999 $0 Effective Year Built 1999 2017 ($900,000)1999 $0 Live Area 2956.0000 2530.0000 $702,900 2540.0000 $686,400 Finished Basement Area 977.0000 1747.0000 ($889,350)1751.0000 ($893,970) Construction Quality DUP CONDO - V GOOD DUP CONDO - V GOOD $0 DUP CONDO - V GOOD $0 FINISHED GARAGE HEATED 430 490 $0 462 $0 FINISHED GARAGE $0 $0 TimeAdjustedS alePrice 0 $0 $0 Value $7,364,200 Value/Sqft $1,872 Adjusted Sale $7,313,720 ($586,450)$6,589,582 $1,492,430 wendys @ May 27, 2022 11:52:23 AM Page 3 of 4 wendys @ May 27, 2022 11:52:23 AM Page 4 of 4 ACCT#LEGAL DESCRIPTION NBHD SITE ADDRESS HEATED AREA QUALITY SALE DATE SALE PRICE TIME ADJ SALE PRICE PRICE PER SQ FT VALIDITY R008521 PINE RIVER TOWNHOMES Unit: 2 DESC: AKA 314 422020 - RIVERSIDE,BCKWHT,ANDERS,&M&B314 RIVERSIDE AVE #2 2,669 23 - AVG 9/18/2019 3,500,000 3,663,800 1,373 Q/* R017021 COLAS CONDO Unit: 1 422020 - RIVERSIDE,BCKWHT,ANDERS,&M&B341 PARK AVE 3,933 25 - V GOOD 9/21/2018 6,250,000 6,954,375 1,768 Q/V R018443 ADAIR DUPLEX Unit: 1 422020 - RIVERSIDE,BCKWHT,ANDERS,&M&B128 PARK AVE 2,457 24 - GOOD 8/23/2019 3,700,000 3,893,140 1,585 Q/V R022512 COOPER DUPLEX TOWNHOME CONDO Unit: A 422020 - RIVERSIDE,BCKWHT,ANDERS,&M&B332 N RIVERSIDE AVE 2,810 25 - V GOOD 7/10/2019 6,400,000 6,768,640 2,409 Q/V R022513 COOPER DUPLEX TOWNHOME CONDO Unit: B 422020 - RIVERSIDE,BCKWHT,ANDERS,&M&B1154 E COOPER AVE 2,810 25 - V GOOD 12/2/2019 6,150,000 6,340,650 2,256 Q/V R009098 PATRICIA Unit: 1 422021 - NORTH EAST ASPEN980 KING ST #1 983 23 - AVG 2/20/2019 2,300,000 2,495,040 2,538 Q/V R014806 RIVERS EDGE Unit: A DESC: EAST UNIT 422021 - NORTH EAST ASPEN855 GIBSON AVE #A 5,754 25 - V GOOD 11/20/2018 8,549,000 9,416,723 1,637 Q/* R021357 ASPEN VIEW RESIDENCES Unit: B 422021 - NORTH EAST ASPEN800 GIBSON AVE #B 3,414 25 - V GOOD 9/21/2018 4,647,500 5,171,273 1,515 Q/V R021888 PARK CONDO Unit: B 422021 - NORTH EAST ASPEN505 PARK CIR #B 3,112 25 - V GOOD 11/15/2018 4,550,000 5,011,825 1,610 Q/V R022421 SPRUCE STREET CONDO Unit: A 422021 - NORTH EAST ASPEN520 SPRUCE ST 2,974 25 - V GOOD 8/15/2018 4,750,000 5,312,400 1,786 Q/V R022422 SPRUCE STREET CONDO Unit: B 422021 - NORTH EAST ASPEN522 SPRUCE ST 2,447 25 - V GOOD 3/11/2019 4,300,000 4,640,990 1,897 Q/V R017294 RIVERSIDE TOWNHOMES CONDO Unit: A 422050 - EAST ASPEN SUBS1395 RIVERSIDE DR #A 4,291 25 - V GOOD 1/2/2019 4,675,000 5,097,152 1,188 Q/V R022352 1190-1195 RIVERSIDE DRIVE CONDO Unit: A MINE: RIVERSIDE PLACER - 3905 SITUATED WITHIN RIVERSIDE PLACER 422050 - EAST ASPEN SUBS1195 RIVERSIDE DR 4,277 25 - V GOOD 9/13/2018 7,100,000 7,900,170 1,847 Q/V R019827 MOORE TOWNHOMES CONDO Unit: A 422050.01 - EAST ASPEN SUBS/MTN VAL DUPLEX42553 E HWY 82 3,856 25 - V GOOD 4/26/2019 4,490,000 4,821,362 1,250 Q/V R020788 93/95 WEST LUPINE CONDO Unit: A 422050.01 - EAST ASPEN SUBS/MTN VAL DUPLEX95 W LUPINE DR 3,643 25 - V GOOD 9/6/2019 4,990,000 5,223,532 1,434 Q/V EAST ASPEN – DUPLEX CONDO SALES FOR 2021/2022 Appraisal date: June 30, 2020 Q/V = qualified valid sale Q/* = qualified sale that has changed since date of sale (remodel, addition,..)