HomeMy WebLinkAboutConfirming Tax Abatement - South Bend Mutual Homes, LP 1015, 1042 & 1107 Oak Street (5 Year Residential Property)Attest:
RESOLUTION
4436 -15
Passed by the Common Council of the City of South Bend, Indiana
April 13,
15
20
Presented by me to the Mayor of the City of South Bend, Indiana
April 14, 2015
City Clerk
President of Common Council
Approved and signed by me 14ile,,� 20/— .
City Clerk
RESOLUTION NO.
A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY
RESOLUTION DESIGNATING A CERTAIN AREA WITHIN THE CITY OF
SOUTH BEND, INDIANA, COMMONLY KNOWN AS
1015 Oak Street; 1042 Oak Street; 1107 Oak Street
AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A
(5) FIVE -YEAR RESIDENTIAL REAL PROPERTY
TAX ABATEMENT FOR
South Bend Mutual Homes, LP
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 1015 Oak
Street; 1042 Oak Street; 1107 Oak Street, South Bend, Indiana, and which is more
particularly described as follows:
1) 1015 Oak Street, South Bend, IN
Parcel ID: 18 -1033 -1461
Legal Description: Lot Numbered seventeen (17) as shown in the recorded Plat of William
Miller's Addition to the City of South Bend, excepting therefrom that part taken for Sherman
Avenue in St. Joseph County, Indiana.
2) 1042 Oak Street, South Bend, IN
Parcel ID: 18- 1033 -1444, 18- 1033 -1442, 18- 1033 -1443
Parcel I: A part of lot numbered eleven (11) as shown on the recorded Plat of William Miller's
Addition to the City of South Bend, described as follows, viz: Beginning at the westerly corner
of said lot running thence North 39.5° East with the southeasterly line of Oak Street 60 feet;
thence southeasterly 38.45 feet to a point 53 feet from the easterly line of LaPorte Avenue;
thence South 39.5° West parallel with Oak Street 53 feet; thence North 37.5° West with the
easterly line of LaPorte Avenue 36 feet to the place of the beginning. (18 -1033 -1442)
Parcel II: A part of lot numbered eleven (11) as shown on the recorded Plat of William Miller's
Addition to the City of South Bend, described as beginning at the southwest corner of said Lot
11; thence North 277' West of the easterly line of LaPorte Avenue 13.13 feet to an angle in said
street; thence North 37.5° West on said line of said Avenue 31.65 feet; thence northeasterly
parallel with Oak Street 53 feet; thence southeasterly 30.6 feet to a point in the east line of said
Lot 11, 56 feet north of the southeast corner of said Lot; thence South 56 feet to said southeast
corner; thence west 27.39 feet to the place of beginning. (18 -1033 -1443)
56 feet on Oak Street, 76 feet north and south along east line Lot 11, William Miller's Addition,
according to the recorded Plat thereof, St. Joseph County, Indiana records. (18 -1033 -1444)
3) 1107 Oak Street
Parcel ID: 18 -1033 -1430
Ex 76 feet SW end of Lots 52 and 53, Birner PL Add, according to the recorded plat thereof, St.
Joseph County, Indiana records
be designated as a Residentially Distressed Area under the provisions of Indiana Code 6-
1.1 -12.1 et sea., and South Bend Municipal Code Sections 2 -76 et sect., 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 se q., 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.
PRESENTED L(—L3-L 1'
Not APPaovEo
ADOPTO :k�- �3A5,
Member of the Co o .
n""�I et`�`�n C9�rk's Office
Er, 2 2 0 15
JOHN Oo-qvr&
CITY CLSRIC SOUTH{ SEND, IN
227 W. JEFFERSON BOULEVARD
Surn: 1400 S.
SouTH BEND, IN 46601 -1830
March 13, 2015
CITY OF SOUTH BEND PETE BUmuw, MAYOR
COMMUNITY INVESTMENT
SCOTT FORD, EXECUTIVE DIRECTOR
Council Member Gavin Ferlic, Chairperson
Community Investment Committee
South Bend Common Council
4th Floor, County City Building
South Bend, IN 46601
PHONE: 574235 -9371
FAX: 574235 -9021
RE: Residential Real Property Tax Abatement Petition for: South Bend Mutual
Homes, LP
Dear Council Member Ferlic:
Please find the attached information pertaining to 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 housing cooperative in the Lincoln Park Neighborhood. This
current petition includes three properties that were not part of the petitioner's 2014
abatement:
➢ Department of Community Investment's summary report
➢ Copy of the petition
➢ Statement of Benefits form
➢ Supporting information.
The report contains the Department's findings relative to the above petition. The petitioner
proposes to build 24 single - family homes with an approximate assessed value of $641,520.
The project meets the qualifications for a (5) five -year residential property tax abatement
and a representative from South Bend Mutual Homes, LP will be available to meet with
the Committee on Monday, March 23, 2015.
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 715 -0110
Sincerely,
B oLeb
Director Economic Resources
Attachments
cc: South Bend Common Council Members
Filed In Clerk's Office
rAR 16 2015
JOHN VOORDF
CITY CLERK, SOUTH BEND, IN
PLANNING NEIGHBORHOOD ENGAGEMENT BusINEss DEVELOPMENT ECONOMIC REsouRCEs
11TIN KAIN PAMELA C. MEYER CHRIS FIELDING BROCK ZEEB
TAX ABATEMENT REPORT
TO: SOUTH BEND COMMON COUNCIL
SUBJECT: RESIDENTIAL REAL PROPERTY TAX ABATEMENT PETITION FOR:
South Bend Mutual Homes, LP
DATE: March 13, 2015
On Monday, March 2, 2015, a petition from South Bend Mutual Homes, LP was received
and subsequently filed with the City Clerk for residential real property tax abatement
consideration for 3 single - family homes in the Lincoln Park Neighborhood. Pursuant to
Chapter 2, Article 6, Section 2 -84.2 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 an
Economic Revitalization 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 SUMMARY
➢ (24) Twenty Four single - family homes at an approximate assessed value of 641,520
➢ The three parcels included in this report were not included in the 2014 approved
tax abatement and are part of a housing cooperative consisting of 24 single - family
homes that will include garages and basements with a total square footage of 1100-
1200 sq ft.
➢ New project taxes — $84,324
➢ Estimated taxes being abated during five year abatement period — $24,350
➢ Total taxes to be paid during five year abatement period — $59,974
ABATEMENT QUALIFICATION
A review of the tax abatements previously granted, finds that the petitioner has
been granted or is associated with any previous abatements.
2. The Building Commissioner has reviewed the petition and finds the property to be
properly zoned for the proposed project.
PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES
JITIN KAIN PAMELAC.MEYER CHRIS FIELDING BROCKZEEB
A review of the South Bend Redevelopment designation areas finds that the
properties are not located in a Development Area.
4. A review of the Tax Abatement Ordinance No. 9394 -03 finds that the petitioner
meets the qualifications for a (5) five -year residential property tax abatement under
section 2 -77.1, Single Family Residential Construction.
March 13, 2015
p. 2
Lincoln Park Development, LLC
227 W. JEFFERSON BOULEVARD
SUITE 1400 S.
SOUTH BEND, IN 46601 -1830
3/5/2015
Mr. Charles Bulot
CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
COMMUNITY INVESTMENT
SCOTT FORD, EXECUTIVE DIRECTOR
Building Commissioner
St. Joseph Co. /South Bend Building Dept.
125 S. Lafayette Boulevard
South Bend, IN 46601
RE: Residential Property Tax Abatement Petition For:
South Bend Mutual Homes, LP
Dear Mr. Bulot:
PHONE: 574/235 -9371
FAx: 574/235 -9021
Please review the enclosed tax abatement petition for the above identified petitioner for the
purpose of determining whether this project has met all zoning requirements. I also ask that
you confirm whether or not any building permits have been issued for this project as of the
date that you process this request. If a building permit has been issued, please indicate in your
report the date of issue and include a copy of the permit with your report. This information
will be included in a written report to the Community Investment Committee of the South
Bend Common Council in order to determine tax abatement eligibility. I would appreciate
your written determination by Tuesday, March 10, 2015.
I thank you in advance for your time and consideration and, if you should have any questions,
please call me at 235 -9339.
Sincerely,
Brock Zeeb
Director of Economic Resources
Department of Community Investment
Enclosures
PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES
11TIN KAIN PAMELA C. MEYER CHRIS FIELDING BROCK ZEEB
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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 sea., and South Bend Municipal Code Sec. 2.76 et sec., 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):
This is a request for tax abatement for three single family homes which are part of a larger prolcet, known as South fiend Mutual I tomes.
The homes will have garages and basements aid will be 1,100 to 1.200 square feet mid will be located on standard city Iots in the neighborhood.
Many of the homes will be built on lots where the city has demolished vacant and abandoned houses for the overall project, a total of 24 homes will be
constructed in an eight block area in the Lincoln Park neighborhood_'I'he project will be a housing cooperative, the residents kill be members of z
corporation that controls the ownership mid makes management decisions about the housing. Flue goal is to revitalize the Lincoln Park neighborhood.
2. Estimate the dollar value of the construction project (do not include land cost): $_ 620871
3. 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
South Bend Mutual Homes, LP. _ 724 W. WasliingtonSouth Brad_IN 46601 _ 100%
ed sheet with parcel address and tax id please see attach
4. The commonly known address of the Property is: _____ -------------------------------- 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.
8. The current assessed valuation of the property before construction is $_L0 zQQ________ (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
___ _______________ ____________
(This information may be 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: $_____$620,871
(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 he 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:
Ecquiy from the low income housingtax credits, HOME funds from the _ City of South Bend
____
_ Grant from the Federal Home Loan Bank of Indianapolis
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 decline. This is an area in great need of redevelopment yet, it has been slow to
aftracldevelopers The hones that existed on the properties suffered from neglect and were no longer habitable and needto betorn down. The vacant land increases the
abandoned look of the entire neighborhood, The moslcompatible and logical development is redeveloping single family hones on the lots to attract more developers to the area.
In the recent discussions involving the Linoolnway Comida Plan this area was mentioned as a prime redevelopment site because of the location between the Chapin Park and the
___—________ __________— ___________________—
14. The current use of the property is Vacantiots and the current
zoning is residential_ (use). (This information may he 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):
n/a
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 Washington Sl
___________________________________ ___________________________ ____
------------ South Bend. W 06-6- ____ ___________________________
___________
City State, Zip — __ -- - --_
Telephone'___
(574)288 -0369 ----------------------------------------------------
--------------------------------------------------------------------------
E -snail Address amannix.nda @comcast.net
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.
(Rev. 5/13/11)
Name of Property Owner(s):
Lincoln Park Development, LLC
By ___
(Signature)
2
Anne Mannix, Member Lincoln Park
(Typed or printed name
ff'ce
--22015
CITY CLE�
South Bend Mutual Homes
Application for Tax Abatement
Exhibit A — Legal Descriptions
1015 Oak Street (18 -1033 -1461)
Lot numbered seventeen (17) as shown on the recorded Plat of William Miller's Addition to the
City of South Bend, excepting therefrom that part taken for Sherman Avenue, in St. Joseph
County, Indiana.
2. 1042 Oak Street
Parcel I: A Part of Lot Numbered Eleven (11) as shown on the recorded Plat of William Miller's
Addition to the City of South Bend, described as follows, viz: Beginning at the Westerly corner
of said Lot running thence North 39.5° East with the Southeasterly line of Oak Street 60 feet;
thence Southeasterly 38.45 feet to a point 53 feet from the Easterly line of LaPorte Avenue;
thence South 39.5° West parallel with Oak Street 53 feet; thence North 37.5° West with the
Easterly line of LaPorte Avenue 36 feet to the place of beginning. (18 -1033 -1442)
Parcel I1: A Part of Lot Numbered Eleven (11) as shown on the recorded Plat of William
Miller's Addition to the City of South Bend, described as beginning at the Southwest corner of
said Lot 11; thence North 27 °7' West of the Easterly line of LaPorte Avenue 13.13 feet to an
angle in said street; thence North 37.5° West on said line of said Avenue 31.65 feet; thence
Northeasterly parallel with Oak Street 53 feet; thence Southeasterly 30.6 feet to a point in the
East line of said Lot 11, 56 feet North of the Southeast comer of said Lot; thence South 56 feet
to said Southeast corner; thence West 27.39 feet to the place of beginning. (18- 1033 - 1443).
56 feet on Oak Street, 76 feet North and South Along East line Lot 11, William Millers
Addition, according to the recorded Plat thereof, St. Joseph County, Indiana Records. (18-
1033- 1444).
3. 1107 Oak Street
Ex 76 feet SW End of Lots 52 and 53, Birner PL Add, according to the recorded plat thereof,
St. Joseph County Indiana Records.
-2 2015^
CITYcLE MY, €- IN