HomeMy WebLinkAboutConfirming Tax Abatement - Lincoln Park Development LLC (5 Year Residential Real Property)Attes
RESOLUTION
4368 -14
Passed by the Common Council of the City of South Bend, Indiana
June 23,
14
20
Presented by me to the Mayor of the City of South Bend, Indiana
June 24, 20 14
City Clerk
dent of Common Council
Approved and signed by me _ 20 .
City Clerk
RESOLUTION NO. q 3'f g- l I
A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY
RESOLUTION DESIGNATING A CERTAIN AREA WITHIN THE CITY OF
SOUTH BEND, INDIANA, COMMONLY KNOWN AS
9149 91899239 9259 9279 9309 932.5, 1024, & 1030 OAK; 922, 930, 1002.5, 1014,
10189 & 1020 FUERBRINGER; 418, 417, and 500 BLK SHERMAN; 501
HARRISON; 423, 429, & 431 COTTAGE GROVE; 327, 329, 331, 408, 412,
4179 & 403 CUSHING
AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A
(5) FIVE -YEAR RESIDENTIAL REAL PROPERTY
TAX ABATEMENT FOR
LINCOLN PARK DEVELOPMENT LLC
WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a
Declaratory Resolution designating certain areas within the City as Residentially Distressed
Areas for the purpose of tax abatement consideration; and
WHEREAS, a Declaratory Resolution designated the area commonly known as 914, 918,923,
925, 927, 930, 932.5, 1024, & 1030 Oak; 922, 930, 1002.5, 1014, 1018, & 1020
Fuerbringer; 418, 417, and 500 blk Sherman; 501 Harrison; 423, 429, & 431
Cottage Grove; 327, 329, 331, 408, 412, 417, & 403 Cushing
South Bend, Indiana, and which is more particularly described as follows:
1) 914 Oak South Bend IN
Parcel ID: 18 -1029 -1276
Legal Description: Lot Numbered Four (4) as shown in the recorded Plat of Lorenz
Fuerbringer's Addition
2) 918 Oak South Bend IN
Parcel ID: 18-1020-1278
Legal Description: West 17 and 4/5 feet of Lot 5 and the East 17 and 4/5 feet of Lot 6
Fuerbringers ls` Addition
3, 4) 923 Oak, 925 Oak, 927 Oak, South Bend IN
Parcel ID: 923 Oak- 18- 1030 -1345
925 Oak- 18- 1030 -1344
927 Oak- 18- 1030 -1343
Legal Description: 923 Oak- 35 Feet E Side lot 11 Fuerbringers 2nd addition
925 Oak- 17.5 feet East side lot 10 and 17.5 feet West side Lot 11 Fuerbringers 2 "d Addition 927
Oak- Except 17.5 Feet West Side Lot 10 Fuerbringers 2 "d Addition
5) 930 Oak and 932.5 Oak South Bend IN
Parcel ID: 930 Oak —18- 1029 -1281
932.5 Oak 1801029- 1281.01
Legal Description: 930 Oak- Part of lot 8 of the recorded plat of Fuerbringer's beginning at the
Northeast corner of said Lot 8; running thence South along the East line of said lot, 132 feet to
the Southeast corner thereof, thence West along the South line of said lot, 26.825 feet; thence
North 132 feet to the North line of said lot; thence East along the North line, 26.65 feet to the
place of beginning
932.5 Oak- W Y2 Llot 8 Fuerbringers 15` addition
6) 1024 Oak South Bend IN
Parcel ID: 18-1033-1449
Legal Description: Lot 6 William Millers
7) 1030 Oak St South Bend IN
Parcel ID: 18 -1033 -1447
Legal Description: Lot 8 William Millers
8) 922 Fuerbringer South Bend IN
Parcel ID: 18 -1030 -1334
Legal Description: Lot Numbered 22 as shown on the recorded plat of Furebringer's Second
Addition to South Bend, except 10 feet off of the West side thereof and except a parcel described
as beginning 18 inches West of the Northeast corner of lot 22: thence East 18 inches to the
Northeast corner; thence South to the Southeast corner of lot 22; thence West 1 foot 9 inches,
thence Northeast to the place of beginning
9) 930 Fuerbringer South Bend IN
Parcel ID: 18-1030-1333
Legal Description: All of Lot numbered 29 and part of Lot numbered 22, of Fuerbringer's 2nd
Addition, described as beginning at the Northwest corner of said lot numbered 23; running
thence East along the South line of Fuerbringer St 50 feet; thence Southerly 120 feet to a point
on the North line of a public alley, which point is 10.58 feet east of the Southeast comer of said
lot numbered 23; thence West 50.58 feet to the Southeast comer of lot number 23; thence North
120 feet to the place of beginning
10) 1002..5 Fuerbringer South Bend IN
Parcel ID: 18 -1030 -1332
Legal Description: Lot 24 Fuerbringers 2nd Addition
11, 12, 13) 1014 Fuerbringer, 1020 Fuerbringer, 418 Sherman, 1018 Fuerbringer, 418 Sherman
South Bend IN
Parcel ID: 1014 Fuerbringer- 18- 1034 -1499
1020 Fuerbringer- 18- 1034 -1497
418 Sherman - 18- 1034 - 1497.02
1018 Fuerbringer- 18 -1034 -1498
418 Sherman- 18- 103401498.02
Legal Description: Wunderlich Subdivision lots 1 -3 and 5 of Witherill's addition
14) 417 Sherman South Bend IN
Parcel ID: 18 -1034 -1490
Legal Description: Lot 4 Witherill's
15) 500 Blk Sherman South Bend IN
Parcel ID: 10 -1034 -1480
Legal Description: Lot 16 O.S Witherills 2 "d Addition
16) 501 Harrision South Bend IN
Parcel ID: 18- 103001311
Legal Description: Lot numbered 6 as shown on the recorded plat of Rockstroh and Nickel's
First Addition
17) 423 Cottage Grove South Bend IN
Parcel ID: 18 -1030 -1329
Legal Description: Lot 27 of Fuerbringer's 3`d Addition
18) 429 Cottage Grove South Bend IN
Parcel ID: 18 -1030 -1327
Legal Description: Lot 29 Fuerbringers 3`d Addition
19) 431 Cottage Grove South Bend IN
Parcel ID: 18-1030-1326
Legal Description: Lot 30 Fuerbringer's 3`d
20) 327 Cushing and 329, 331 Cushing South Bend IN
Parcel ID: 327 Cushing- 18 -1028 -1254
329 and 331 Cushing- 18- 1028 -1253
Legal Description: 327 Cushing- the south 34 feet of Lot 18, Heintzman's 329 and 331 Cushing -
The north 30.57 feet of lot 18, Heintzman's addition
21)408 Cushing and 412 Cushing South Bend IN
Parcel ID: 408 Cushing- 18- 1028 -1266
412 Cushing -18- 1028 -1265
Legal Description: 408 Cushing- S '/z Llot 6 Heintzman's Addition,
412 Cushing- the North %: of lot 6 Heintzman's Addition
22, 23, 24) 417 Cushing and 403 Cushing South Bend IN
Parcel ID: 417 Cushing- 18 -1028 -1249
403 Cushing- 18- 1028 -1252
Legal Description: 417 Cushing — the South %2 Llot 15, Heintzman's Addition
403 Cushing - lot 16 and 17 Heintzmans addition
3
and this property has Tax Key Numbers listed above be designated as a Residentially Distressed
Area under the provisions of Indiana Code 6 -1.1 -12.1 et seq., and South Bend Municipal Code
Sections 2 -76 et sea., and;
WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing
before the Council has been published pursuant to Indiana Code 6- 1.1- 12.1 -2.5; and
WHEREAS, the Council held a public hearing for the purposes of hearing all
remonstrances and objections from interested persons; and
WHEREAS, the Council has determined that the qualifications for a residentially
distressed area have been met.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South
Bend, Indiana, as follows:
SECTION I. The Common Council hereby determines and finds that the petition for real
property tax abatement and the Statement of Benefits form meet the requirements of Indiana
Code 6 -1.1 -12.1 et seq., for tax abatement.
SECTION II. The Common Council hereby determines and finds that the area meets one of the
following conditions as formally established in Ordinance No. 9394 -03, which was passed on
February 10, 2003:
A. The area is comprised of parcels that are either unimproved or contain only one (1)
or two (2) family dwellings designed for up to four (4) families, including accessory
buildings for those dwellings; or
B. Any dwellings in the area are not permanently occupied and are:
i. the subject of an order issued under IC 36 -7 -9; or
ii. evidencing significant building deficiencies; or
C. Parcels of property in the area:
i. have been sold and not redeemed under IC 6- 1.1 -24 and IC 6- 1.1 -25; or
ii. are owned by a unit of local government; or
D. A significant number of dwelling units within the area are not permanently
occupied or a significant number of parcels in the area are vacant land; or
E. A significant number of dwelling units within the area are:
i. the subject of an order issued under IC 36 -7 -9; or
ii, evidencing significant building deficiencies; or
F. The area has experienced a net loss in the number of dwelling units, as documented
by census information, local building and demolition permits, or certificates of
occupancy, or the areas are owned by Indiana or the United States; or
G. The area (plus any areas previously designated under this subsection) will not
exceed ten percent (10 %) of the total area within the Council's jurisdiction.
,
SECTION III. The Common Council also hereby determines and finds the following:
A. That the description of the proposed redevelopment meets the applicable standards
for such development.
B. That the estimate of the value of the redevelopment is reasonable for projects of this
nature;
C. That the other benefits about which information was requested are benefits that can
be reasonably expected to result from the proposed described redevelopment; and
D. That the totality of benefits is sufficient to justify the requested deduction, all of
which satisfy the requirements of Indiana Code 6- 1.1- 12.1 -3.
E. The deduction will not be allowed unless the dwelling is rehabilitated to meet local
code standards for habitability.
F. The deduction will not be allowed unless the dwelling rehabilitation is completed
within five (5) calendar years from the date of the adoption of this Resolution by the
Common Council.
SECTION IV. The Common Council hereby confirms its Declaratory Resolution designating
the area described herein as a Residentially Distressed Area for the purposes of tax abatement.
Such designation is for Real property tax abatement only and is limited to five (5) calendar years
from the date of adoption of the Declaratory Resolution by the Common Council as shown by
the attachment pursuant to Indiana Code 6 -1.1- 12.1 -17.
SECTION V. The Common Council hereby determines that the property owner is qualified for
and is granted Real property tax deduction for a period of five (5) years as shown by the
attachment pursuant to Indiana Code 6- 1.1- 12.1 -17, and further determines that the petition
complies with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana
Code 6 -1.1 -12.1 et seq.
SECTION VI. This Resolution shall be in full force and effect from and after its adoption by the
Common Council and approval by the Mayor. 11--�
F?l (o =L3 - l �J
MA
JOHN VOORDE
CITY CL,E , SOUTH BEND, IN
227 W. II'I'I II mm 8mi I:VARO
Stu 1: 1400 S.
SUUIII BLN U. IN 46601 -1830
May 7, 2014
CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
COMMUNITY INVESTMENT
SCOTT FORD, EXECUMF DIRECTOR
Council Member Gavin Ferlic, Chairperson
Community Investment Committee
South Bend Common Council
4th Floor, County City Building
South Bend, IN 46601
RE: Residential Real Property Tax Abatement Petition for:
Lincoln Park Development LLC
Dear Council Member Ferlic:
POoNr: 574!235-9371
FAX: 574!235-9021
Please find attached the Department of Community Investment's report on a residential
real property tax abatement petition submitted by Anne Mannix of Lincoln Park
Development LLC to build 24 single - family homes as part of a cooperative in the Lincoln
Park Neighborhood. Also attached is a copy of the petition, Statement of Benefits form,
and supporting information.
The report contains the department's findings relative to the above petition. The petitioner
proposes to build 24 single- family homes at a cost of approximately $4,689,376. The
project meets the qualifications for a (5) five -year residential property tax abatement. The
petitioner will be available to meet with the Committee on Wednesday, May 28, 2014.
Should you or any of the other Council members have any questions concerning the report,
or need additional information, please feel free to call me at 235 -5845.
Sincerely
Brock
Director of Economic
Resources
Attachments
cc: South Bend Common Council Members
Deputy Mayor Mark Neal
Scott Ford
Chris Fielding
PLASNINS Numn3omoon F.NC:ncr'.tlr:Nr Bt SIN Dr:rra.orsn:N r E(,ONONIIc RESOURCES
JITI %K\I\ P.t\111 zC MI)IR Cmas Fu I nha BROCK Zi rx
5 YEAR 21- May -14
LInc01n Park
SOUMBe.xl Porla9e Tpwns'O,p
ResidenLN Re.al FOparly Tax Avelemere SCnao,si
Estimated Project Cost'. $t %35,gio -D
Tjh,l T &Tp Tax Abated' Tax Paid-_'
Assessed Value'
Structure (% AV of Cost)
1000.4
10539D.00
19539000
10539000
Land Value
20.000
20.00000
NIA
NIA
Gross Assessed Value
215.390.00
195.390.00
195.39000
Less Mortgage Exemplun
(]000 00)
(3.000.00)
(3.00000)
Less Homestead Deduction
(45.00000)
(45.000.00)
(45.00000)
Less Supplemental Homestead Deduction
(59.63650)
(59.63650)
(59636.(0)
Bata Assessed Value
107753.50
89,75350
87,75350
Less Maximum Abatement Deduction
NIA
NIA
74.880.00)
Less Non- Abated Amount
NIA
(12,87350)
NIA
Pus Land Assessed Value
NIA
NIA
20.00000
Net Assessed Value
10775350
7488000
32.87350
P(OOerl. Taxes
Assume constant tax rate of
50228%
50228/
50228%
Gross Tan, (tax rate x net assessed value)
541222
376105
1.651 it
Less C ounly COTT Homestead Credit
7IM309
(397 42T
(276.17)
(121 24)
Tax Dub Before Circuit Bleaker
5014.80
3,48488
1.52992
Less Cleft Bleaker Credit
(231599)
(2.315.99)
000
Nei Tax
2,698.81
1.16669
1,52992
CbN4 Breaker Cap
Cacwt Breaker
Tom%
2.153.90
195390
2.15390
Debttiluocs
0.505791.
544.91
318.67
166.24
Circuit Brake, Cap
2.69881
2.332.57
2,320.14
Net
Treat
A55essed
Taxes
Tax
Tax
Year
Value
Due
Abated
Paid
1
10],75350
2698.81
116889
1.52992
2
107]53.50
2.69881
116889
1529.92
3
107]5150
2.69881
116889
1,52992
4
107.753.50
2.69061
1.16809
1.52992
5
10735350
2.69881
1.16889
1529.92
5yea, miss.
13.49405
5.84466
]649 59
'This schedulela for estimation pulposes only and assumes constant tax rates The True lax values
vrlll ultimately be determined by the actual assessed valuation and the, Men current tax fates
'Tax Abated is capped at 574.880 of assessed value of structures only and does nol mUude and
assessed value
- "Tax Paid is Calculated using Me difference beereen actual assessed valve of structure and
maximum scaled ,ortmn of S74.B80 and adding back the land assessed valve
24 r 4.689.360rrma.,
11a2 ra. art -e- 24
rax+ a N .Pa
ar AOa, I- ,Gla-
28.053 36.718
28.053 36.718
28,053 36.718
28.053 36.718
28.053 36.718
140.267 183.590
227 W. Jurlssou Roul.. i:vmu)
Slll I I. 1400S.
Socrll BrNH, IN 46601 -1830
CITY OF SOUTFI BEND PETE Bur rIGIEG, MAYOR
COMMUNITY INVESTMENT
SCOTT FORD, EXECUTIVE DIRECTOR
TAX ABA TEMENT REPORT
TO: SOUTH BEND COMMON COUNCIL
FROM: KATHY HAHN
PrioNti: 5741235-9371
FAX: 574235 -9021
SUBJECT: RESIDENTIAL REAL PROPERTY TAX ABATEMENT PETITION
FOR:
LINCOLN PARK DEVELOPMENT LLC
DATE: May 7, 2014
On May 6, 2014, a petition for residential tax abatement consideration for 24 lots in the
Lincoln Park Neighborhood was filed with the City Clerk by Anne Mannix. Pursuant to
Chapter 2, Article 6, Section 2 -77.1 of the Municipal Code of the City of South Bend, this
petition was referred to the Department of Community Investment for purposes of
investigation and preparation of a report determining whether the area qualifies as a
Residentially Distressed Area pursuant to I.C.6 -1.1 -12.1 and whether all zoning
requirements have been met.
The Department of Community Investment has reviewed the petition (a copy of which is
attached), investigated the area, and makes the following report.
PROJECT DESCRIPTION
The petitioner intends to construct 24 single family home on vacant lots at a cost of
$4,689,376. The homes will consist of a mix of 2, 3, and 4 bedroom units and will have
basements and garages. The homes will be part of a housing cooperative and will provide
affordable rents to low income families who are at 60% or less AMI. The homes will amount
to a total of 28,814 square feet of residential living space. The lots being developed are equal
to 3.4 acres. The project addresses the housing goals set forth in the Lincoln Park
Revitalization Plan and will serve as a catalyst to further redevelopment in the area. The
project also addresses the City's goals regarding vacant and abandoned homes by returning
residential opportunities to an established neighborhood. The homes will also be built with a
PLANNING NFAMBORHOOU Brsrm.ss DF.\'ej.orwex r EcoNo.. Im RESOURCES
Jn1\ KAJ� PA%mLA C. MI-) eR Coals Flrl )mi BRoc*x 7E.Ea
number of green elements that will provide for long term sustainability and affordability.
South Bend Common Council
RE: Lincoln Park Development LLC
May 7, 2014
Page 2
Total taxes to be abated during the (5) five -year abatement period are estimated to be 55,844
per, home or $140,267 for the project. Total taxes to be paid during the (5) five -year
abatement period are estimated to be 57,650 per home or $ l 83,590 for the project.
ABATEMENT QUALIFICATION
1. A review of the tax abatements previously granted finds that the petitioner has not been
associated with or been granted any previous tax abatements.
2. The Building Commissioner has reviewed this petition and finds the property to be
properly zoned for the proposed project.
3. A review of the Tax Abatement Ordinance No. 9394 -03 finds that the petitioner meets
the qualifications for a (5) five -year residential tax abatement under Section 2 -77.1,
Single Family Residential Construction.
Table of Contents
Filed in ±rgr;... Office
E � W4
JOHN v Q �=
CITY CLERK, SOUT H LEND, IN
1. City of South Bend Tax Abatement Forms
2. Proposed Unit Plans
3. Proposed Site Plans
4. Exhibit A: Lot List and Corresponding Legal Descriptions
5. Exhibit B: Site Map
6. Exhibit C: Current Site Photos
7. Exhibit D: Address and Parcel ID List Including Two Years of Property Taxes and
Current Assessed Value
CITY OF SOUTH BEND, INDIANA
PETITION FOR RESIDENTIAL TAX ABATEMENT CONSIDERATION
The undersigned owner(s) of real property, located within the City of South Bend, hereby petition the Common
Council of the City of South Bend for Residential Real Property tax abatement consideration and pursuant to I.C.
6.1.1. 12.1.1, et sect., and South Bend Municipal Code Sec. 2.76 et sea., for this petition state the following:
1. Describe the proposed construction project, including information about square footage, number of rooms,
number of stories, other amenities such as finished basements and garages, the amount of land to be used, the
proposed use of the improvements, and a general statement as to the importance of the project (use additional
sheet for long project descriptions):
The project will consist of 24 single family homes in the City's Lincoln Park Neighborhood. The homes will consist of a mix of 2, 3 and 4 bedroom units and will have basements
andgarages. Attached are proposed unit plans and site plans for the majority of the lots involved. The homes will be part of a housingcooperative and willprovide affordable rents
To low income families who are at 60% or less AMIL The homes will amount to a total of 28,814 square feet of residential living space. The lots being developed are equal to 3.4 acres.
This project addresses the housing goals set forth in Lincoln Park Revitaliza0on Plan and will serve as a catalyst to further redevelopment in the area. The project also addresses the
City_g — b __________ _____________ ______________
City's goalsregarding vacant and abandoned homes by returning residential opportunitiesto an established neighborhood.
2. Estimate the dollar value of the construction project (do not include land cost): $__ 4,689,376
The real property for which tax abatement consideration is petitioned (Property) is owned or to be owned by the
following individual(s) or corporation(s) (if the business organization is publicly held, indicate also the name of
the corporate parent, if any, and the name under which the corporation has filed with the Securities and
Exchange Commission):
Name Address Interest
Lincoln Park Development, LLC 724 W Washington South Bend IN 46601 Owner
4. The commonly known address of the Property is:
please see attached sheet with parcel address and tax id and having tax
________________ _____
key no.:____ Exhibit D ____ ___________ (use additional sheet for multiple addresses or key numbers).
5. A legal description of said Property(s) is attached hereto, marked Exhibit A, and is incorporated herein.
6. A map and /or plat indicating the location of the Property(s) is attached hereto, marked Exhibit B, and is
incorporated herein.
7. Photographs of the Property(s), taken within two (2) weeks of the filing of this petition, are attached hereto,
marked Exhibit C, and incorporated herein.
$54,600 (exhibit D breaks down by parcel )
8. The current assessed valuation of the property before construction is $_____________ (use additional sheet for
multiple addresses). (Information may he obtained from the St. Joseph County Assessor's Office, 235. 9523).
9. List the real property taxes paid at the location during the previous two years, whether paid by the current owner
or a previous owner (use additional sheet for multiple addresses):
Please see Exhibit D
_ ____________ _______________________________ __________
Property taxes paid during the last two years have been paid by current owner.
(This information may he obtained from the St. Joseph County Treasurers office, 235.9531)
10. What is your best estimate of the after completion market value of the property: $_____ 4,689,376
(Rev. 5/ 13/ 11)
11. No building permit has been issued for construction on the property in connection with the improvement in
question as of the date of filing of this petition. The building permit may be issued after the South Bend
Common Council has approved the Declaratory Resolution. (Tax abatement is not available if a building
permit has already been issued). The signature below is verification of this statement.
12. List other anticipated public financing for the project, including any assistance to be sought or already
authorized through the United States Department of Housing and Urban Development funds from the City of
South Bend, South Bend Housing Authority, Housing Assistance Office, St. Joseph County Housing
Consortium or other public financial assistance, including but not limited to public works improvements:
LIHTC , City of South Bend HOME, public works improvements, mortgage financing, general partner equity
13. Describe how the property has become undesirable for or impossible of normal development because of a lack
of development, cessation of growth, deterioration of improvements or other factors which have impaired values
and prevent a normal development of the property:
The properties have been abandoned and the neighborhood has seen many years of dedine. This is an area in great need of redevelopment yet, it has been slowto
attract developers The hones that existed on the properties suffered from neglect and were no longer habitable and need to be torn down. The vacant land increases the
abandonedlook ofthe entire neighborhood. The most compatible and logical development is redeveloping single family homes on the lots to attract more developers to the area.
In the recent discussims involving the Lincolnway Corridor Plan this area was mentioned as a prime redevelopment site because of the location between the Chapin Park and the
- - -- --- ------ - - - - -- - -------- - - - --- - --- - - - - --
WeslWashington Historic DisVids.
14. The current use of the property is — vacantlots--------------------------------------- and the current
zoning is residential_ (use). (This information may be obtained from the Building Department 235.9553)
15. The property is located in the following Allocation Area (if any) declared and confirmed by the South Bend
Redevelopment Commission (requiring approval of the tax abatement by the Redevelopment Commission):
nla
16. The following person should be contacted as the petitioner's agent regarding additional information and public
hearing notifications:
Name Anne Mannix
Address 724 W Washln
City, State, Zip South
Telephone --- (574)2
E -mail Address ams
WHEREFORE, Petitioner has paid the required fee of $50.00 and requests that the Common Council of the City of
South Bend, Indiana, adopt a declaratory resolution designating the area described herein as a residentially distressed
area for the purposes of real property tax abatement consideration, and after publication of notice and public
hearing, determine that the qualifications for a residentially distressed area have been met and confirm such
resolution.
Filed In C' *- `r ice
MAR ^� 2Q1Q
IJOHN VCC END, IN
CITY CLERXI SOU'"_ _B
(Rev. 5/13/11)
Name of Property Owner(s):
Lincoln Park Development, LLC
By:---
(Signature)
Anne Mannix, Member Lincoln Park Development, LLC
_____
(Typed or printed name and capacity)
CITY OF SOUTH BEND, INDIANA
REQUIREMENTS FOR ALL PETITIONERS SEEKING SINGLE - FAMILY
RESIDENTIAL DEVELOPMENT REAL PROPERTY TAX ABATEMENT
CONSIDERATION FOR MULTIPLE PARCELS
As a condition of granting a petition which seeks single - family residential real property tax
abatement consideration for development of multiple parcels in the City of South Bend, Indiana,
the petitioner seeking such abatement pursuant to the applicable provisions of the Indiana Code,
the Indiana Administration Code and the South Bend Municipal Code must additionally agree to
the following:
1. Filing Requirement with the Office of The City Clerk: File with the Office of
the City Clerk, 4` Floor County -City Building, South Bend, Indiana 46601, prior to the South
Bend Common Council taking final action on a petitioner's Confirmatory Resolution for single -
family residential construction where multiple parcels are involved and which is specifically
addressed in § 2 -77 of the South Bend Municipal Code, the petitioner's written information
statement to be given to all individuals inquiring about any parcels in the petitioned area.
2. Required Contents of Information Statement: Said information statement
must be on the petitioner's official stationary which lists their business name, street address, city,
state and zip code, telephone and facsimile numbers, email address if any, and contact person(s)
and which must include the following:
• Official name of the development as listed in the documents of record with
the Office of the City Clerk of South Bend, Indiana
• A map of the development addressed by the abatement listing the property
key number for the parcel in question as well as its street address
• Verification of the number of years granted by the tax abatement and the
month/year the final action was taken by the South Bend Common
Council
• Verification and confirmation of the abatement's maximum dollar amount
of the assessed value of the improvements on the parcel in question and a
statement that the assessed value of the land is not abated
• Verification of the petitioner (developer's) duties with regard to the
Statement of Benefits form (SB -1)
• Verification of the proposed property owner(s)' duties with regard to the
FORM 322/RE which must be completed and filed by the owner and
builder after completion of the home and prior to occupancy, with said
form being attached to the Information Statement
(Rev. 5/13/11)
(Rev. 5/13/11)
• An attachment of the Confirmatory Resolution which approved the
abatement in question
• Inclusion of contact information, including but not limited to:
Department of Community and Economic Development
Division of Economic Development
1200 County-City Building
South Bend, Indiana 46601
(574) 235 -9371 (574) 235 -9021 Facsimile
St. Joseph County Auditor's Office
2nd Floor County-City Building
South Bend, Indiana 46601
(574 235 -9668 (574) 235 -5024 Facsimile
Office of the City Clerk
4d' Floor County-City Building
South Bend, Indiana 46601
(574) 235 -9221 (574) 235 -9173 Facsimile
3. Required Filing of All Revised Information Statements: Any Information
Statements which are revised should be filed with of Office of the City Clerk as
soon as practicable by the petitioner /developer and in no event filed later than
their first use with prospective property owners in the affected tax abatement area.
I Anne Mannia , the petitioner of record seeking
single - family residential development real property tax abatement consideration
for multiple parcels in the City of South Bend, Indiana, for the abatement
commonly referred to as South Bend Mutual Homes hereby acknowledges
the requirements set forth herein and agree to abide by such conditions.
Member, Lincoln Park Development, LLC
(Signature)
Typed Name of Record Anne Mann"v
Address and Telephone Number of Record
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nature W er�cl y rn" (!5744) cO b 8 - it 3 U el
Typed Name and Officia Capacity Dwe_loprn� + Moxiaje,-
Address and Telephone Number � 33 l� �sl. ^ ¢-e n Si-
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(54v) 03,i -911y
Signed this 5 day of M 4&,.__2 o I
Filed in 'z -a; Office
MAR -Z 2014
CITY CLERK, BUJI H SEND, IN