HomeMy WebLinkAbout18-31 Confirming Residential Real Property tax Abatement: Historic Lincoln Way West Homes, L.P. SpvTx e� Filed P�CTS MICE
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OUTH BEND,IN
(CITY OF SOUTHBEND
COMMUNITY INVESTMENT
JAMES MUELLER, EXECUTIVE DIRECTOR
July 2,2018
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: Historic Lincoln Way West Homes,L.P.
Dear Council Member Ferlic:
Please find the attached information pertaining to a residential real property tax abatement petition
submitted by Lincoln Way West Homes, L.P. to build 14 single-family homes as part of a housing
cooperative in the area north of Lincoln Way West and west of Sherman Street. This petition package
includes:
➢ Department of Community Investment's summary report
➢ Petition
➢ Statement of Benefits form
➢ Supporting information.
The report contains the Department's findings relative to the above petition. The petitioner proposes to
build 14 single-family homes with an approximate assessed value of$910,000. The project meets the
qualifications for a (5) five-year residential property tax abatement and a representative from Historic
Lincoln Way West Homes,L.P.will be available to meet with the Committee on Monday,July 9,2018.
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 235-5823.
Sincerely,
Daniel uckenmeyer
Director Business Development
DANIELJ.BUCKENIMEYER ALKEYNA ALDRIDGE PA.4IELA MEYER Tim CORCORAN
BUSINESS DEvr.LOPb1ENT ENGAGEMENT&ECONOMIC EMPOWERMENT NEIGHBORHOOD DEvELOPMENT PLA,,mNG&COmmuNm RESOURCES
EXCELLENCE I ACCOUNTABILITY INNOVATION I INCLUSION EMPOWERMENT
14005 County-City Building 1 227 W.Jefferson Blvd.j South Bend,Indiana 466011 p 574.235.93711 www.southbendin.gov
Filed in ciark?s ofnce
JUL
KAREEMAH FOWLER
BILL NO. 18-31 Ctry CLERK,SOUTH 8 ND,IN
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
902 N. Allen, 1145 N. Brookfield, 1306 N. Brookfield, 914 N. Cleveland
903 N. College, 917 N. Elmer, 1101 N. Elmer, 1229 N. Elmer, 1329 N. Huey,
1110 N. Johnson, 749 N. Lawndale, 913 N. Lawndale, 1138 N. Olive,
1530 Van Buren.
AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A
(5) FIVE-YEAR RESIDENTIAL REAL PROPERTY
TAX ABATEMENT FOR
Historic Lincoln Way West 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 902 N. Allen,
1145 N. Brookfield, 1306 N. Brookfield, 914 N. Cleveland, 903 N. College, 917 N. Elmer, 1101
N. Elmer, 1229 N. Elmer, 1329 N. Huey, 1110 N. Johnson, 749 N. Lawndale, 913 N. Lawndale,
1138 N. Olive, 1530 Van Buren South Bend, Indiana, and which is more particularly described
as follows:
1) Address: 902 N. Allen
Parcel ID#: 18-1085-3578
Legal Description: Lot Numbered Sixty-five (65) in Mussels Plat, First Addition to the
City,of South Bend as per plat thereof recorded in Plat Book 8,page 23 in the Office of
the Recorder of Saint Joseph County, Indiana,together with the North Half of the vacated
alley lying South and adjacent.
2) Address: 1145 N. Brookfield
Parcel # 18-2080-2896
Legal Description: Lot Numbered Sixty-two (62) in C.R. Smith's First Subdivision in
the City of South Bend as per plat thereof recorded July 2, 1919 in Plat Book 10, page 83
in the Office of the Recorder of Saint Joseph County, Indiana.
3) Address: 1306 N. Brookfield
Tax ID#: 18-2083-3051
Legal Description: Lot Numbered One Hundred Forty-four(144) in Carmi R. Smith's
Second Subdivision, as per plat thereof recorded May 16, 1922 in Plat Book 10, page 190
in the Office of the Recorder of Saint Joseph County, Indiana.
4) Address: 914 N. Cleveland
Tax ID#: 18-1086-3640
Legal Description: Lot Numbered One Hundred Twenty-five (125) in Muessel's Second,
an Addition to the City of South Bend, as per plat thereof recorded August 14, 1905 in
Plat Book 9, page 13 in the Office of the Recorder of Saint Joseph County, Indiana.
5) Address: 903 N. College
Tax ID#: 8-2072-2667
Legal Description: Lot Numbered Fifty-two (52) in Augustine's Addition to the City of
South Bend, as per plat thereof recorded April 26, 1905 in Plat Book 8,page 194 in the
Office of the Recorder of Saint Joseph County, Indiana.
6) Address: 917 N. Elmer
Tax ID#: 18-2031-1028
Legal Description: Lot Numbered Fifteen (15) in Jacob Miller's Addition to the City of
South Bend as per plat thereof in Plat Book 7,page 53 in the Office of the Recorder of
Saint Joseph County, Indiana.
7) Address: 1101 N. Elmer
Tax ID#: 18-2090-3402
Legal Description: Lot Numbered Two Hundred Ninety(290) as shown on the recorded
Plat of Mayr's Michigan Avenue Addition to the City of South Bend, as per plat thereof,
recorded March 8, 1905 in Plat Book 8,page 190 in the Office of the Recorder of Saint
Joseph County, Indiana.
8) Address: 1229 N. Elmer
Tax ID#: 18-2086-3224
Legal Description: Lot Numbered Three Hundred Ten(3 10) in Mayr's Michigan Avenue
Addition to the City of South Bend, Indiana, as per plat thereof recorded March 9, 1905
in Plat Book 8,page 190 in the Office of the Recorder of Saint Joseph County, Indiana.
9) Address: 1329 N. Huey
Tax ID#: 18-2087-3242
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Legal Description: Lot Numbered Two Hundred Fifty-six (256) in Mayr's Michigan
Avenue Addition to the City of South Bend, as per plat thereof recorded March 8, 1905 in
Plat Book 8,page 190 in the Office of the Recorder of Saint Joseph County, Indiana.
10) Address: 1110 N. Johnson
Tax ID#: 18-2078-2832
Legal Description: Lot Numbered Sixty-four (64) in Rockhill's First Addition in Portage
Township, now within and a part of the City of South Bend as per plat thereof recorded
April 9, 1908 in Plat Book 9,page 87 in the Office of the Recorder of Saint Joseph
County, Indiana.
11) Address: 749 N. Lawndale
Tax ID#: 18-1082-3429
Legal Description: Lot Numbered 136 in A.G. Cushing's Sixth Addition to the City of
South Bend as per plat thereof recorded June 7, 1901 in Plat Book 8,page 28 in the
Office of the Recorder of Saint Joseph County, Indiana.
12) Address: 913 N. Lawndale
Tax ID#: 18-1089-3756
Address: Lot Numbered 206 in Vassar Park Addition to the City of South Bend, as per
plat thereof recorded July 30, 1919 in Plat Book 10,page 87 in the Office of the Recorder
of Saint Joseph County, Indiana. Together with a right-of-way over the North 4 feet of
the East 75 feet of Lot Numbered 205.
13) Address: 1138 N. Olive Street
Tax ID#: 18-2090-3369
Legal Description: Lot Numbered Three Hundred Forty-nine (349) in Mayr's Michigan
Avenue Addition to the City of South Bend as per plat thereof recorded March 8, 1905 in
Plat Book 8,page 190 in the Office of the Recorder of Saint Joseph County, Indiana.
14)Address: 1530 Van Buren
Tax ID#: 18-1083-3458
Legal Description: Lot Numbered Eleven(11) as shown on the recorded Plat of John L.
Taylor's Addition to the City of South Bend, recorded April 9, 1924 in Plat Book 11,
page 140 in the Office of the Recorder of Saint Joseph County, Indiana.
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 seq., 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
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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 fmds 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.
4
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 three (3) 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 three (3) 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 below, 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 sea.
Year 1 — 100%
Year 2— 100%
Year 3 — 100%
Year 4— 100%
Year 5 — 100%
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.
Tim Scott, Council President
South Bend Common Council
5
Filed in C k,,9-o ice
BILL NO. 18-29 KAAEEI�AH F0.WLER
RESOLUTION NO. CITY CLERK, SEND,IN
A RESOLUTION OF THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND DESIGNATING A CERTAIN AREA WITHIN
THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS
902 N. Allen, 1145 N. Brookfield, 1306 N. Brookfield, 914 N. Cleveland
903 N. College, 917 N. Elmer, 1101 N. Elmer, 1229 N. Elmer, 1329 N. Huey,
1110 N. Johnson, 749 N. Lawndale, 913 N. Lawndale, 1138 N. Olive,
1530 Van Buren.
AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A
(5) FIVE-YEAR RESIDENTIAL REAL
PROPERTY TAX ABATEMENT FOR
Historic Lincoln Way West Homes, LP
WHEREAS, a Statement of Benefits and a petition for residential real property tax abatement
have been submitted to and filed with the City Clerk for consideration by the Common Council
of the City of South Bend, Indiana, requesting that the area commonly known as 902 N. Allen,
1145 N. Brookfield, 1306 N. Brookfield, 914 N. Cleveland, 903 N. College, 917 N. Elmer, 1101
N. Elmer, 1229 N. Elmer, 1329 N. Huey, 1110 N. Johnson, 749 N. Lawndale, 913 N. Lawndale,
1138 N. Olive, 1530 Van Buren South Bend, Indiana, and which is more particularly described
as follows:
1) Address: 902 N. Allen
Parcel ID#: 18-1085-3578
Legal Description: Lot Numbered Sixty-five (65) in Mussels Plat, First Addition to the
City of South Bend as per plat thereof recorded in Plat Book 8, page 23 in the Office of
the Recorder of Saint Joseph County, Indiana, together with the North Half of the vacated
alley lying South and adjacent.
2) Address: 1145 N. Brookfield
Parcel# 18-2080-2896
Legal Description: Lot Numbered Sixty-two (62) in C.R. Smith's First Subdivision in
the City of South Bend as per plat thereof recorded July 2, 1919 in Plat Book 10,page 83
in the Office of the Recorder of Saint Joseph County, Indiana.
1
3) Address: 1306 N. Brookfield
Tax ID#: 18-2083-3051
Legal Description: Lot Numbered One Hundred Forty-four(144) in Carmi R. Smith's
Second Subdivision, as per plat thereof recorded May 16, 1922 in Plat Book 10, page 190
in the Office of the Recorder of Saint Joseph County, Indiana.
4) Address: 914 N. Cleveland
Tax ID#: 18-1086-3640
Legal Description: Lot Numbered One Hundred Twenty-five (125) in Muessel's Second,
an Addition to the City of South Bend, as per plat thereof recorded August 14, 1905 in
Plat Book 9,page 13 in the Office of the Recorder of Saint Joseph County, Indiana.
5) Address: 903 N. College
Tax ID#: 8-2072-2667
Legal Description: Lot Numbered Fifty-two (52) in Augustine's Addition to the City of
South Bend, as per plat thereof recorded April 26, 1905 in Plat Book 8, page 194 in the
Office of the Recorder of Saint Joseph County, Indiana.
6) Address: 917 N. Elmer
Tax ID#: 18-2031-1028
Legal Description: Lot Numbered Fifteen (15) in Jacob Miller's Addition to the City of
South Bend as per plat thereof in Plat Book 7, page 53 in the Office of the Recorder of
Saint Joseph County, Indiana.
7) Address: 1101 N. Elmer
Tax ID#: 18-2090-3402
Legal Description: Lot Numbered Two Hundred Ninety (290) as shown on the recorded
Plat of Mayr's Michigan Avenue Addition to the City of South Bend, as per plat thereof,
recorded March 8, 1905 in Plat Book 8,page 190 in the Office of the Recorder of Saint
Joseph County, Indiana.
8) Address: 1229 N. Elmer
Tax ID#: 18-2086-3224
Legal Description: Lot Numbered Three Hundred Ten(3 10) in Mayr's Michigan Avenue
Addition to the City of South Bend, Indiana, as per plat thereof recorded March 9, 1905
in Plat Book 8,page 190 in the Office of the Recorder of Saint Joseph County, Indiana.
9) Address: 1329 N. Huey
Tax ID#: 18-2087-3242
Legal Description: Lot Numbered Two Hundred Fifty-six (256) in Mayr's Michigan
Avenue Addition to the City of South Bend, as per plat thereof recorded March 8, 1905 in
Plat Book 8,page 190 in the Office of the Recorder of Saint Joseph County, Indiana.
2
10) Address: 1110 N. Johnson
Tax ID#: 18-2078-2832
Legal Description: Lot Numbered Sixty-four(64) in Rockhill's First Addition in Portage
Township,now within and a part of the City of South Bend as per plat thereof recorded
April 9, 1908 in Plat Book 9,page 87 in the Office of the Recorder of Saint Joseph
County, Indiana.
11) Address: 749 N. Lawndale
Tax ID#: 18-1082-3429
Legal Description: Lot Numbered 136 in A.G. Cushing's Sixth Addition to the City of
South Bend as per plat thereof recorded June 7, 1901 in Plat Book 8,page 28 in the
Office of the Recorder of Saint Joseph County, Indiana.
12) Address: 913 N. Lawndale
Tax ID#: 18-1089-3756
Address: Lot Numbered 206 in Vassar Park Addition to the City of South Bend, as per
plat thereof recorded July 30, 1919 in Plat Book 10, page 87 in the Office of the Recorder
of Saint Joseph County, Indiana. Together with a right-of-way over the North 4 feet of
the East 75 feet of Lot Numbered 205.
13) Address: 1138 N. Olive Street
Tax ID#: 18-2090-3369
Legal Description: Lot Numbered Three Hundred Forty-nine (349) in Mayr's Michigan
Avenue Addition to the City of South Bend as per plat thereof recorded March 8, 1905 in
Plat Book 8, page 190 in the Office of the Recorder of Saint Joseph County, Indiana.
14)Address: 1530 Van Buren
Tax ID#: 18-1083-3458
Legal Description: Lot Numbered Eleven(11) as shown on the recorded Plat of John L.
Taylor's Addition to the City of South Bend,recorded April 9, 1924 in Plat Book 11,
page 140 in the Office of the Recorder of Saint Joseph County, Indiana.
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 seq., and;
WHEREAS, the Department of Community Investment has concluded an investigation
and prepared a report with information sufficient for the Common Council to determine that the
area qualifies as a Residentially Distressed Area under Indiana Code 6-1.1-12.1, et seq., and
South Bend Municipal Code Sections 2-76, et seq., and has further prepared maps and plats
showing the boundaries and such other information regarding the area in question as required by
law; and
3
WHEREAS, the Community Investment Committee of the Common Council has
reviewed said report and recommended to the Common Council that the area qualifies as a
Residentially Distressed Area.
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;
4
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 three (3) calendar years from the date of the adoption of this Resolution by
the Common Council.
SECTION IV. The Common Council hereby determines and finds that the proposed described
redevelopment can be reasonably expected to yield benefits identified in the Statement of
Benefits and the petition for real property tax abatement consideration and that the Statement of
Benefits form prescribed by the State Board of Accounts are sufficient to justify the deduction
granted under Indiana Code 6-1.1-12.1-3.
SECTION V. The Common Council hereby accepts the report and recommendation of the
Community Investment Committee that the area herein described be designated as a
Residentially Distressed Area and hereby adopts a Resolution designating this area as a
Residentially Distressed Area for purposes of real property tax abatement.
SECTION VI. The designation as a Residentially Distressed Area shall be limited to three (3)
calendar years from the date of the adoption of this Resolution by the Common Council.
SECTION VII. The Common Council hereby determines that the property owner is qualified for
and is granted property tax deduction for a period of five (5)years as shown below.
Year 1 - 100%
Year 2— 100%
Year 3 — 100%
Year 4— 100%
Year 5 — 100%
SECTION VIII. The Common Council directs the City Clerk to cause notice of the adoption of
this Declaratory Resolution for Real Property Tax Abatement to be published pursuant to Indiana
Code 5-3-1 and Indiana Code 6-1.1-12.1-2.5, said publication providing notice of the public
hearing before the Common Council on the proposed confirming of said declaration.
SECTION IX. Pursuant to Indiana Code 6-1.1-12.1-2,the rehabilitation must meet all local code
standards for habitability as a specific condition of having such property designated as a
residentially distressed area.
5
SECTION X. This Resolution shall be in full force and effect from and after its adoption by the
Common Council and approval by the Mayor.
Tim Scott, Council President
South Bend Common Council
6
TAX ABATEMENT REPORT
TO: South Bend Common Council
FROM: Daniel Buckenmeyer,Director of Business Development
SUBJECT: RESIDENTIAL REAL PROPERTY TAX ABATEMENT PETITION FOR:
Historic Lincoln Way West Homes,L.P.
DATE: July 3,2018
On Monday, July 2, 2019, a petition from Historic Lincoln Way West Homes, L.P. was
received and subsequently filed with the City Clerk for residential real property tax
abatement consideration for 14 single-family homes in the area north of Lincoln Way West
and west of Sherman Street. 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
➢ (14) Fourteen single-family homes at an approximate assessed value of 910,000.
The homes will have three or four bedrooms and 1,176 to 2,111 square feet. Each
home will have an unfinished basement and a two car garage.
➢ The project is important in order to improve the residential area and property values
of the surrounding neighborhood.
➢ The estimated cost of the construction project is$3,495,750.
➢ New project taxes during five year abatement period—$104,900
➢ Estimated taxes being abated during five year abatement period—$66,982
➢ Total taxes to be paid during five year abatement period—$37,918
1 1 Page
ABATEMENT QUALIFICATION
1. A review of the tax abatements previously granted, finds that the petitioner has not
been granted or is associated with any previous abatements.
2. The Area Plan Commission has reviewed the petition and finds the property to be
properly zoned for the proposed project.
3. A review of the South Bend Redevelopment designation areas finds that the
properties are not located in a Development Area.
4. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner
meets the qualifications for a(5) five-year residential property tax abatement under
section 2-77.1, Single Family Residential Construction.
2 ( Page
Filed in Clerk's Office
CITY OF SOUTH BEND,INDIANA JUL 0 2 2018
PETITION FOR RESIDENTIAL TAX ABATEMENT CONSID R Foot Eli
CITY Q TH END,IN
The undersigned owner(s) of real property, located within the City of South Bend, hereby petition the Common
Council of the City of South Bend for Residential Real Property tax abatement consideration and pursuant to I.C.,
6.1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seg.,for this petition state the following:
1. Describe the proposed construction project, including information about square footage, number of rooms,
number of stories, other amenities such as finished basements and garages, the amount of land to be used, the
proposed use of the improvements, and a general statement as to the importance of the project(use additional
sheet for long project descriptions):
_This project will consist of 14 single family homes to be constructed in the area north of Lincoln Way West
and west of Sherman St. The homes will have three or four bedrooms and 1,176 to 2,111 square feet.
_Each home will have an unfinished basement and a two car garage. The project is important in order to
improve the residential fabric and the property values of the surrounding neighborhood.
2. Estimate the dollar value of the construction project(do not include land cost):$ $3,495,750
3. The real property for which tax abatement consideration is petitioned(Property)is owned or to be owned by the
following individual(s) or corporation(s) (if the business organization is publicly held, indicate also the name of
the corporate parent, if any, and the name under which the corporation has filed with the Securities and
Exchange Commission):
Name Address Interest
Historic Lincoln Way West Homes,LP 803 Lincoln WWa West,SB,IN 46616
stork Lincoln ay Homes,UP, LC'803 Lincoln way W est, 1 1
Equity Investor(to be determined) 99.99%
*a subsidiary of South Bend Heritage Foundation
4. The commonly known address of the Property is: Seethe attached list (Exhibit D)_and having tax
key no.: See the attached list ((Ex.D) (use additional sheet for multiple addresses or key numbers).
5. A legal description of said Property(s).is attached hereto,marked Exhibit A,and is incorporated herein.
6. A map and/or plat indicating the location of the Property(s) is attached hereto, marked Exhibit B, and is
incorporated herein.
7. Photographs of the Property(s), taken within two (2) weeks of the filing of this petition, are attached hereto,
marked Exhibit C,and incorporated herein.
8. The current assessed valuation of the property before construction is$ See Exhibit D use additional sheet for
multiple addresses). (Information may be 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):
See the attached statement. (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:$ 11190,000
(Rev.5/13/11)
1
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:
This rp oject will not receive any funding from the above sources. —
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:
dorm ev 1opmo-t 4 t�U-r0T is not}�ossible bec �0�12 ro�ertvvalues in the surrounding
neighborhood_ -- - — ---
14. The current use of the property is _vacant land. and the current
zoning is SF2 --(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):
Economically Distressed Census Tracts —
16. The following person should be contacted as the petitioner's agent regarding additional information and public
hearing notifications:
Name Anne Mani%,Neighborhood Development Associates,LLC,Co-Developer
_
Address 724 W.Washington Street —
City,State,Zip South Bend,IN 46601
Telephone— 574-288-4369 —
E-mail Address amannix_nda@gmaflXam
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.
4oe wner(s):
y West Homes,LP
te partnersTiip.By o-Developer
(Ty ped or printed name and capacity)
Executive Director,South Bend Heritage Foundation
(Rev.5/13/11)
2
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. Filine 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) 1
4
• 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
4t'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,Marco Mariani,the petitioner of record seeking single-family residential
development real property tax abatement consideratip for multiple parcels in the
City of South Bend,Indiana, for the abatement co n referred to as
Historic Lincoln Way West Homehereby ackno 1 the requirements set
forth herein and agree to abide y ch condition
(Signature)
Typed Name of R rd
Address and Tele e Number of Record
o (LG
Witness Signature ��W w W-`iA,c�. 6
Typed Name and Official Capacity g q31-1
Address and Telephone Number
Signed this day of July ,2018
(Rev.5/13/11) 2
4-�
Filed €6 E Clerk's�`,�5�ice 20 PAY 20
S _ _
r � TATEMENT OF BENEFITS �� M� �M
REAL ESTATE IMPROVEMENTS FORM SBA/Real Prop erty
State Form 51767(13211-07) JUL
Prescribed by the Department of Local Government Fiinance
ve.
s
This statement is being completed for real property that qualifies und�r the f �{tq ah?a-G_od cheer one be ):
CIXRedevelopment or rehabilitation of real estate improvements(IC 1-1.1-12 �3� ' 'v'�I t`t} CEP
❑ Eligible vacant building(IC 6-1.1-12.1-4.8) I �i 1`�1'CITEp#1K,SEl(JT Nr BEI•lp,I_a_J
INSTRUCTIONS:
1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires
information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise this statement must be
submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction.
"Projects"planned or committed to after July 1,1987,and areas designated after July 1, 1987,require a STATEMENT OF BENEFITS. (iC 6-1.1-12.1)
2. Approval of the designating body(City Council,Town Board, County Council,etc.)must be obtained prior to initiation of the redevelopment or rehabilitation,
BEFORE a deduction maybe approved.
3. To obtain a deduction,application Form 322 ERA/RE or Form 322 ERA/VBD,Whichever is applicable,must be filed with the County Auditor by the later
of.,(1)May 10,or(2)thirty(30)days after the notice of addition to assessed valuation or new assessment is mailed to the property owner at the address
shown on the records of the township assessor.
4. Property owners whose Statement of Benefits was approved after June 30,1991,must attach a Form CF-1 1Real Property annually to the application to
show compliance with the Statement of Benefits. (IC 6-1.1-12.1-5.1(b)and iC 6-1.1-12.1-5.36)]
5. The schedules established under IC 6-1.1-12.14(d)for rehabilitated property and under IC 6-1.1-12.1-4.8(1)for vacant buildings apply to any statement
of benefits approved on or after July 1,2000. The schedules effective prior to July 1,2000,shall continue to apply to a statement of benefits filed before
July 1,2000. _
• o •
Name of taxpayer
Historic Lincoln Way West Homes,L.P. _ _-
Address of taxpayer(numberand street,city,state,and 21P code)
303 Lincoln Way West,South Bend,IN 46616
Name of contact person Telephone number E-mail address
Name of designating body Resolution number
South Bend Common Council
Location of property County DLGF faxing district number
see attached list. St.Joseph
Description of real property Improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day,year)
5/1/2019
Single family homes with basements and garages Estimated completion date(month,day,year)
5/1/2020
Current number Salaries EMPLOYEES
Number retained !,Salaries Numberaddltional Salaries
NOTE:Pursuant to IC 6-1.1-12.1-5.1(d)(2)the COST of the property REAL ESTATE IMPROVEMENTS
is confidential. COST ASSESSED VALUE
Current values -0- $14,000
Plus estimated values of proposed project 3,618,418 $910,000
Less values of any property being replaced -0- -0
Net estimated values upon completion of project
I
Estimated solid waste converted(pounds) FEtmted hazardous waste converted(pounds)
Other benefits
improving the residential fabric of the neighborhood.
SECTION 6 TAXPAYER CERTIFICATION
I hereby c7edrepres rese t t ons in this statement are true.
Signature a e r' Title Dates' ned man ,day,year)
'TY [ J
P age 1 of 2
C
Filed in Clerk's Office
Historic Lincoln Way West Homes JUL 0 2 2018
Exhibit A KAREEM/H'OWLEFi
Legal Descriptions
CITYCI.ERK,SOUTH BEND,IN
PARCEL I: Lot Numbered Sixty-five(65)in Mussels Plat, First Addition to the City of South Bend as per
plat thereof recorded in Plat Book 8,page 23 in the Office of the Recorder of Saint Joseph County,
Indiana,together with the North Half of the vacated alley lying South and adjacent. (902 N.Allen)
PARCEL II: Lot Numbered Sixty-two(62)in C.R.Smith's First Subdivision in the City of South Bend as per
plat thereof recorded July 2, 1919 in Plat Book 10,page 83 in the Office of the Recorder of Saint Joseph
County,Indiana. (1145 Brookfield)
PARCEL III: Lot Numbered One Hundred Forty-four(144)in Carmi R.Smith's Second Subdivision, as per
plat thereof recorded May 16,1922 in Plat Book 10,page 190 in the Office of the Recorder of Saint
Joseph County,Indiana.(1306 Brookfield)
PARCEL IV: Lot Numbered One Hundred Twenty-five(125)in Muessel's Second,an Addition to the City
of South Bend,as per plat thereof recorded August 14, 1905 in Plat Book 9,page 13 in the Office of the
Recorder of Saint Joseph County, Indiana.(914 Cleveland)
PARCEL V: Lot Numbered Fifty-two(52)in Augustine's Addition to the City of South Bend,as per plat
thereof recorded April 26, 1905 in Plat Book 8,page 194 in the Office of the Recorder of Saint Joseph
County,Indiana.(903 College)
PARCEL VI: Lot Numbered Fifteen (15)in Jacob Miller's Addition to the City of South Bend as per plat
thereof in Plat Book 7,page 53 in the Office of the Recorder of Saint Joseph County, Indiana.(917 Elmer)
PARCELVII: Lot Numbered Two Hundred Ninety(290) as shown on the recorded Plat of Mayr's
Michigan Avenue Addition to the City of South Bend,as per plat thereof, recorded March 8, 1905 in Plat
Book 8,page 190 in the Office of the Recorder of Saint Joseph County,Indiana.(1101 N. Elmer St.)
PARCEL VIII: Lot Numbered Three Hundred Ten (310)in Mayr's Michigan Avenue Addition to the City of
South Bend, Indiana,as per plat thereof recorded March 9, 1905 in Plat Book 8,page 190 in the Office of
the Recorder of Saint Joseph County, Indiana.(1229 Elmer)
PARCEL IX: Lot Numbered Two Hundred Fifty-six(256) in Mayr's Michigan Avenue Addition to the City
of South Bend,as per plat thereof recorded March 8,1905 in Plat Book 8,page 190 in the Office of the
Recorder of Saint Joseph County, Indiana.(1329 N.Huey)
PARCELX: Lot Numbered Sixty-four(64)in Rockhill's First Addition in Portage Township,now within and
a part of the City of South Bend as per plat thereof recorded April 9, 1908 in Plat Book 9,page 87 in the
Office of the Recorder of Saint Joseph County,Indiana. (1110 N.Johnson)
PARCEL XI: Lot Numbered 136 in A.G.Cushing's Sixth Addition to the City of South Bend as per plat
thereof recorded June 7,1901 in Plat Book 8,page 28 in the Office of the Recorder of Saint Joseph
County, Indiana.(749 Lawndale)
PARCEL XII: Lot Numbered 206 in Vassar Park Addition to the City of South Bend,as per plat thereof
recorded July 30,1919 in Plat Book 10,page 87 in the Office of the Recorder of Saint Joseph County,
Indiana.Together with a right-of-way over the North 4 feet of the East 75 feet of Lot Numbered 205.
(913 Lawndale)
PARCELXIII: Lot Numbered Three Hundred Forty-nine(349)in Mayr's Michigan Avenue Addition to the
City of South Bend as per plat thereof recorded March 8,1905 in Plat Book 8,page 190 in the Office of
the Recorder of Saint Joseph County,Indiana.(1138 Olive)
PARCEL XIII: Lot Numbered Eleven (11)as shown on the recorded Plat of John L Taylor's Addition to the
City of South Bend,recorded April 9,1924 in Plat Book 11,page 140 in the Office of the Recorder of
Saint Joseph County,Indiana. (1530 Van Buren)
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