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STATEMENT OF BENEFITS
<br />PERSONAL PROPERTY
<br />St al e Form 51764 (RS / 1-21 )
<br />(· ...
<br />Prescribed by the Department of Loc al Gove rn ment Fi na nce
<br />INSTRUCTIONS.
<br />/,il:3 1 1 70?? I
<br />·-----_ __J . · 'i:: .X)NE[j
<br />,(;. ,, · H 8ENO. lt•i . --·--~ .. ___ __ FORM SB -1 / PP
<br />PRIVACY NOTICE
<br />Any informat ion concern ing th e co st
<br />of tho properly and specific salar ies pai d
<br />lo indiV1duaf employees by the propMy
<br />owner ls conn den tial per IC 6-1 1-12 1-5 1
<br />1 Th is statement must be submitted to the body design ating the Economic Revitalization Area prior to the public hearing if the designating bo dy req uires
<br />information from the applicant in making its decision about whether to des ign a te an Economic Revitalization Area . Otherwise th is statement must be
<br />submitted to th e design ating body B EFORE a person inst alls the new manufacturing equipment and/or research and development equipment, and/or
<br />logistical distribution equipment and/or info rm ation technology equipment for which the person wishes to claim a deduction .
<br />2 The statement of benefits form must be submitted to the design aling body an d the area designated an economic revitalization area before the installation of
<br />qualifying abatable equipment for which the person desires to claim a deduction .
<br />3 To obtain a deduction, a person must file a certified deduction schedule with the person 's personal property retum on a certified deduction schedule
<br />(Form 103-ERA) wi th the township assessor of the township where the property is situated or with the county assessor if there is no townsh ip assessor for
<br />the township. The 103-ERA mus t be filed between January 1 and May 15 of the assessment year in which new manufacturing equipment andlorresear ch
<br />and development equipment and/or logistical distribution eq uipment and/or information technology equipment is installe d and fully functional, unless a filing
<br />extension has been obtained. A person who obtains a filing extension mus/ file the form between January 1 and the extended due date of tha t year.
<br />4. Property owners whose Statement of Benefits was approved, mus/ submit Form CF-1/PP annually to show compliance with the Statemenl of Benefits
<br />(IC 6-1 1-12 1-5.6)
<br />5. For a Form SB -1/PP tha t is approved after Jun e 30, 2013, th e designating body is req uired to establish an abatement schedule for each deduction allowed.
<br />For a Form SB-1/PP th at is approved prior to July 1, 2013, the aba tement schedule approved by the designating bo dy rem ain s in effect. (I C 6-1 . 1-12 1-17)
<br />.. -... . ...•
<br />Nam e of 1axpaye r I Name of contact pe rso n
<br />Stee l Ware ho use Company LLC G e ral d F . Le rm an
<br />Address of taxpaye r (number and s/n,e/, city, slate, and ZIP code} Te lephone ntJ mber
<br />2722 W. Tucke r Drive , So ut h Bend , IN 46 6 19 ( 574 ) 236 -5 100
<br />• h,-••••l•I .... .,, . -. .......
<br />Name of designa1i ng bod y Resolution number (s)
<br />City of South Bend Com mon Counci l
<br />Loc ati on of pr ope rty I County OLGF taxi ng dis trict num ber
<br />2 722 W. Tu c ke r Drive , So ut h Bend , IN 46619 St Joseph 026 (So ut h Ben d/Portage )
<br />Desc ri ption of m anufacturing equipment and/or research and development equip ment EST IMAT ED
<br />and/or log istical distributi on equipment and/or information te chnology equip ment.
<br />(Use additional sheets if necessary ) START DATE CO MP LETION DATE
<br />See attachment.
<br />Manufacturing Equipment 0 8/20 22 0 7/20 23
<br />R & D Equi p ment
<br />Log ist Dist Equ ipme nt
<br />IT Equipment
<br />• ······•---..... ··-· . . , __ .... ...
<br />Current Number I Sa la ries Nu mbe r Re ta ine d I Salaries Num ber Additional I Salaries
<br />2 1 1,3 7 6 ,0 15 21 1 ,376 ,0 15 10 to 12 686 ,3 95
<br />, •. • ...... 11:W~='IAl!J'e ... -.;;.;ii••• "'
<br />NOTE : Purs ua nt to IC 6-1 .1-1 2.1-5 .1 (d) (2) the MANUFACTURING R & D EQUIPMENT LO GIST 01ST IT EQUIPMENT EQUI PMENT EQUI PMENT
<br />COST of the property is confident ial. COST ASSESSED COST ASSESSED COST ASSESSE D COST AS SESSED
<br />VA LUE VALUE VALUE VALU E
<br />Cu rrent va lues 3 ,133 ,300 939 ,990
<br />P lus estim ated values of proposed p ro ject 3 ,69 7 ,000 1,109 ,100
<br />Less v alues of any property bei ng repla ce d 58 ,000 17 .400
<br />Net estimated v alues upon completion of project 6 ,772 ,300 2,031 ,690
<br />• . ... , . . • : . -
<br />Estimated s oli d waste conv erted (pounds) 0 Esti mated hazardo u s w aste con verted (po unds) 0
<br />Other ben efits :
<br />SECTION I; TAXP,WER CERTIFICATION
<br />I he reby certify th at the re p resenta tions in this state ment are true .
<br />Si gnature of auth oriz ed represe ntative
<br />&.-..t ✓ F. /.,.,... __
<br />Prin te d name of authorized represe ntative
<br />G erald F . Lerm an
<br />I
<br />Date si gned (month. day, year)
<br />,r ,.f y "?.'I , Z<>l.l.
<br />I
<br />Ti lle
<br />Vi ce Presiden t, Gene ral Counsel
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