HomeMy WebLinkAboutConfirming Tax Abatement - Robert F.& N. Maria Berger 1807 Alfton Ct. (5 Yr. Residential Property) RESOLUTIOIV
4097-11
Passed by the Common Council of the City of South Bend, Indiana
April 25, 11
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Attest: City Clerk
Attest� � President of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana
April26, 20 11
City Clerk
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Approved and signed by me Apr i 1 26, 2011
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- RESOLUTION NO. �-�� �—� I
A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY
RESOLUTION DESIGNATING A CERTAIN AREA WITHIN THE CITY OF
SOUTH BEND, INDIANA, COMMONLY KNOWN AS
1807 Alfton Court
AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A
(5) FIVE-YEAR RESIDENTIAL REAL PROPERTY
TAX ABATEMENT FOR
Robert F. & N. Maria Berger
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 1807
Alfton Court, South Bend, Indiana, and which is more particularly described as follows:
Lot Number 38 Norawood Manor;
and this property has T�Key Number 023-1050-3201.20, be designated as a Residentially
Distressed Area under the provisions of Indiana Code 6-1.1-12.1 et se ., 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.
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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 t� abatement only and is limited to five (5) calendar years
from the date of adoption of the Declaratory Resolution by the Common Council.
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, 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 se .
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.
Mem er of the Common Council
Filed in Clerk's 03���y:
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h,'C�T l.;�r,.�,r,�,.,p,. JOHN VOORDIt .
3 CITY CLERK,SdUTH BENI�,IN
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1200 COUNTT-CITY BUILDING �:�\..\ ��j� PHOrre 574/235-9371
227 W JEFFERSON BOULEVARD W�\PEACE �� � F� 574/235-9021
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SOUTH BEND>In���n 46601-1830 'S'� M�{y��'?L � 'a�'
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CITY OF SOU'I'H BEND STEPHEN J. LUECKE, MAYOR
COMMUNITY $L ECONOMIC DEVELOPMENT
JEFFREY V. GIBNEY
EXECUTNE DIRECTOR
March 23, 2011
Council Member Timothy Rouse, Chairperson
Community & Economic Development Committee
South Bend Common Council
4th Floor, County City Building
South Bend, IN 46601
RE: Residential Real Property Tax Abatement Petition for:
Berger, Robert F. & N. Maria
Dear Council Member Rouse:
Please find attached the Department of Community & Economic Development's report on a residential
real property tax abatement petition submitted by Robert F. and N. Maria Berger to build a single-family
home at 1807 Alfton Court. 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 a single-family home at a cost of approximately $275,000 to $320,000. The project meets the
qualifications for a (5) five-year real property tax abatement. The petitioner will be available to meet
with the Committee on Monday, April 11, 2011.
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 235-5835.
Sincerely,
;✓� %�YZ3��'/
Bob Mathia
Assistant Director,
Economic Development
Attachments
cc: South Bend Common Council Members
Mayor Stephen Luecke
Jeffrey Gibney
Don Inks
COMMUNITY DEVELOPMENT ECONOMIC DEVELOPA4ENT FINANCIAL SC PROGRAM
PAMBLA C.MHYER DONALL E.INKS MANAGEMENT
574/235-9660 5741235-9371 ELIZABETH LEONARD
Fnx: 574/235-9469 574/235-9371
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I2��CAUNTY-CITY BUILDING ►�`i ����\ /��d PHOrrE 574/235-9371
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227 W.JEFFERSOrr BoucEVnxD W ���EACE/�� � a Fnx 574/235-9021
SOUTH BEND,Ixourrn 46601-1830 �"� � ^�'�'a�
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1865
CITY OF SOUTH BEND STEPHEI3 j. LUECKE,MAYOR
COMMUNITY HL ECONOMIC DEVELOPMENT
JEFFREY V. GIBNEY
EXECUTIVE DIRECTOR
TAX ABA TEMENT REPOR T
TO: SOUTH BEND COMMON COUNCIL
FROM: BOB MATHIA
SUBJECT: RESIDENTIAL REAL PROPERTY TAX ABATEMENT PETITION FOR:
BERGER,ROBERT F. & N. MARIA
DATE: March 23, 2011
On March 23,2011,a petition for residential tax abatement consideration for real property located at 1807
Alfton Court was filed with the City Clerk by Robert F.&N.Maria Berger. 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 and Economic Development 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 and Economic Development has reviewed the petition(a copy of which is
attached), investigated the area, and makes the following report.
PROJECT DESCRIPTION
Robert and Maria Berger intend to construct an approximate 2,300 to 2,500 square foot, single-family
home. The home will have eight rooms and two and one-half bathrooms. The cost of the home is expected
to be between $275,000 and $320,000 (NOTE: Because petitioner is unsure of final cost we have added
12.5%to the higher value to cover any additional costs.). Total taxes to be abated during the(5)five-year
abatement period are estimated to be$6,068 at the$275,000 level and$2,346 at the$360,000 level. Total
taxes to be paid during the(5)five-year abatement period are estimated to be$9,310 at the$270,000 level
and $17,832 at the $360,000 level.
It should be noted that there is an existing residential tax abatement on 1807 Alfton Court that was granted
COMMUN[TY DEYELOPMENT ECONOMIC DEVELOPMENT FINANCIAL HZ PROGFiAM
PAMELA C.MEYER DONALD E.INKS MANAGEMENT
574/235-9660 574/235-9371 ELIZABETH LEONARD
Fnx: 574/235-9469 574/235-9371
South Bend Common Council
RE: Berger, Robert F. &N. Maria
March 23, 2011
Page 2
through Confirming Resolution Number 3644-06 on September 25, 2006. The abatement was granted to
ROJO Development, Incorporated which we understand is no longer in business. The applicants do not
expect to complete the construction of their home before the current abatement expires on September 10,
2011. For this reason they have submitted a new application.
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 South Bend Redevelopment designation areas finds that the property is not located in
a Tax Incremental Allocation Area; therefore, approval of the tax abatement petition by the South
Bend Redevelopment Commission is not required.
4. 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.