HomeMy WebLinkAbout4868-20 Designating Real Property Tax Abatement for SB Mutual Homes II, L.P.Attest:
RESOLUTION
No. 4868-20
Passed by the Common Council of the City of South Bend, I
Dawn M. Jones
August 24, 20 20 .
City Clerk
President of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana
Dawn M. Jones
August 24,
20 20
Approved and signed by me N�1 t a 20 Z �.
City Clerk
Mayor
BILL NO. 20-28
RESOLUTION NO. 4868-20
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
1714 St. Joseph, 221 E. Dayton, 513 E. Dayton, 517 E. Dayton, 521 E. Dayton,
410 E. Dayton, 224 E. Dubail, 404 E. Dubail, 301 E. Dubail, and 212 E. Dubail
AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A
(5) FIVE-YEAR RESIDENTIAL REAL
PROPERTY TAX ABATEMENT FOR
South Bend Mutual Homes II, L.P.
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 1714 St. Joseph,
221 E. Dayton, 513 E. Dayton, 517 E. Dayton, 521 E. Dayton, 410 E. Dayton, 224 E. Dubail,
404 E. Dubail, 301 E. Dubail, 212 E. Dubail South Bend, Indiana, and which is more particularly
described as follows:
1.) Address:1714 St. Joseph. Parcel ID#: 018-7042-1667. The South half of lot 10 of
Dubail's First Addition to the City of South Bend, Plat Book 6.
2.) Address: 221 E. Dayton. Parcel ID#: 018-7042-1658. A tract of land 2 3/ feet in
width, East and West taken off of an from the entire length of the West side lot of 17,
and another parcel of land 34 '/z feet in width, East and West, taken off of the entire
length of the East side lot of 16, both as shown on the plat of Dubail's First Addition
to the City of South Bend, Plat Book 6.
3.) Address: 513 E. Dayton. Parcel ID#: 018-7048-1859. Lot Numbered One
Hundred Six (106) as shown on the plat of Henry Studebaker's Second Addition,
recorded April 26, 1904, in the Office of the Recorder of St. Joseph County, Indiana,
in Plat Book 8.
4.) Address: 517 E. Dayton. Parcel ID#: 018-7048-1858. Lot Numbered One
Hundred Five (105) as shown on the plat of Henry Studebaker's Second Addition to
the City of South Bend recorded April 26, 1904, in the Office of the Recorder of St.
Joseph County, Indiana, in Plat Book 8.
5.) Address: 521 E. Dayton. Parcel ID#: 018-7048-1857. Lot Numbered One
Hundred Four (104) as shown on the recorded plat of Henry Studebaker's Second
Addition to the City of South Bend, recorded in the Office of the Recorder of St.
Joseph County, Indiana, in Plat Book 8.
6.) Address: 410 E. Dayton. Parcel ID#: 018-7045-1735. Lot numbered twenty-nine
(29) as shown on the recorded Plat of Dubail's Third Addition in the City of South
Bend, Indiana.
7.) Address: 224 E. Dubail. Parcel ID#: 018-7032-1256. E 1/2 LOT 103 BOWMANS
PL ADD.
8.) Address: 404 E. Dubail. Parcel ID#: 018-7033-1297. E 1/2 LOT 109 BOWMAN
PL ADD.
9.) Address: 301 E. Dubail. Parcel ID#: 018-7033-1301. E 1/2 LOT 107 BOWMAN
PL ADD.
10.) Address: 212 E. Dubail. Parcel ID#: 018-7032-1259. The East half of Lot 101 of
Bowman Place Addition to the City of South Bend, Plat Book 6.
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 sea., 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 we ., 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
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:
2
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 seg., 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 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.
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.
y�
KarenWhite, President
.
South end Common Council
Filer Irl t^lark's �ffiea
AUG .I 9 2020
L.DAWN M. JONES
CITY CLERK, SOUTH BEND, IN
CITY OF SOUTH BEND
COMMUNITY INVESTMENT
August 19, 2020
Council Member Jake Teshka, Chairperson
Community Investment Committee
South Bend Common Council
4th Floor, County City Building
South Bend, IN 46601
RE: Residential Real Property Tar Abatement Petition for: South Bend Mutual Homes 11, L.P.
Dear Council Member Teshka:
Please find the attached information pertaining to a residential real property tax abatement petition
submitted by South Bend Mutual Homes 11, L.P. to build 10 single-family homes as part of a housing
cooperative in the Southeast and Northwest neighborhoods. 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 10 affordable single-family homes with an approximate investment amount of $2,166,000. The
project meets the qualifications for a (5) five-year residential property tax abatement and a representative
from South Bend Mutual Homes Il, L.P. will be available to meet with the Committee on Monday, August
24, 2020.
The petitioner also requested a 3 -year extension of the existing residential tax abatement, which was
approved by the Common Council in July 2018, a designating resolution #4721-18. That project consisted
of building 14 affordable single-family homes in the area north of Lincoln Way West and west of Sherman
Street. An amendment resolution is included in the package as well.
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 Buckenmeyer
Director Business Development
EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT
1400SCounty-City Building 227W. Jefferson Blvd. South Bend, Indiana 46601 p574.235.9371 ww southbcndingov
BILL NO. 20-28
RESOLUTION NO.
Filed ''e �,'S Office
AUG 11 9 2020
DAWN JONES
CITY CLERK. _ .JTH BEND, 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
1714 St. Joseph, 221 E. Dayton, 513 E. Dayton, 517 E. Dayton, 521 E. Dayton,
410 E. Dayton, 224 E. Dubail, 404 E. Dubail, 301 E. Dubail, and 212 E. Dubai]
AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A
(5) FIVE-YEAR RESIDENTIAL REAL
PROPERTY TAX ABATEMENT FOR
South Bend Mutual Homes Il, L.P.
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 1714 St. Joseph,
221 E. Dayton, 513 E. Dayton, 517 E. Dayton, 521 E. Dayton, 410 E. Dayton, 224 E. Dubail,
404 E. Dubail, 301 E. Dubail, 212 E. Dubail South Bend, Indiana, and which is more particularly
described as follows:
1.) Address:1714 St. Joseph. Parcel ID#: 018-7042-1667. The South half of lot 10 of
Dubail's First Addition to the City of South Bend, Plat Book 6.
2.) Address: 221 E. Dayton. Parcel ID#: 018-7042-1658. A tract of land 2 1/4feet in
width, East and West taken off of an from the entire length of the West side lot of 17,
and another parcel of land 34 % feet in width, East and West, taken off of the entire
length of the East side lot of 16, both as shown on the platof Dubail's First Addition
to the City of South Bend, Plat Book 6.
3.) Address: 513 E. Dayton. Parcel ID#: 018-7048-1859. Lot Numbered One
Hundred Six (106) as shown on the plat of Henry Studebaker's Second Addition,
recorded April 26, 1904, in the Office of the Recorder of St. Joseph County, Indiana,
in Plat Book 8.
Filnq in Clerk'S Office
AUG 19 2020
vHwN M. JONES
4.) Address: 517 E. Dayton. Parcel ID#: 018-7048-1858. L ffb>I6UTHBEND, IN
Hundred Five (105) as shown on the plat of Henry Studebaker's Second A rt M
the City of South Bend recorded April 26, 1904, in the Office of the Recorder of St.
Joseph County, Indiana, in Plat Book 8.
5.) Address: 521 E. Dayton. Parcel ID#: 018-7048-1857. Lot Numbered One
Hundred Four (104) as shown on the recorded plat of Henry Studebaker's Second
Addition to the City of South Bend, recorded in the Office of the Recorder of St.
Joseph County, Indiana, in Plat Book 8.
6.) Address: 410 E. Dayton. Parcel ID#: 018-7045-1735. Lot numbered twenty-nine
(29) as shown on the recorded Plat of Dubail's Third Addition in the City of South
Bend, Indiana.
7.) Address: 224 E. Dubail. Parcel ID#: 018-7032-1256. E 1/2 LOT 103 BOWMANS
PL ADD.
8.) Address: 404 E. Dubail. Parcel ID#: 018-7033-1297. E 1/2 LOT 109 BOWMAN
PL ADD.
9.) Address: 301 E. Dubail. Parcel ID#: 018-7033-1301. E 1/2 LOT 107 BOWMAN
PL ADD.
10.) Address: 212 E. Dubail. Parcel ID#: 018-7032-1259. The East half of Lot 101 of
Bowman Place Addition to the City of South Bend, Plat Book 6.
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 sea., 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 sec., and
South Bend Municipal Code Sections 2-76, et sea., and has further prepared maps and plats
showing the boundaries and such other information regarding the area in question as required by
law; and
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:
2
IFilr--7 n ;,it;k s Office
AUGI 9 an
DAWN. M. JONES
CITY CLERK. SOUTH BEND, IN
SECTION L The Common Council hereby determines and finds that the petition or rea
property tax abatement and the Statement of Benefits form meet the requirements of Indiana
Code 6-1.1-12.1 et sea., 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
Filed in Clerk's Office
AUG .19 2020
within three (3) calendar years from the date of the ado ion JV.
the Common Council. CITY CLEaK, SOUTH TEND, IN
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.
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.
Karen L. White, President
South Bend Common Council
4
Filed in Cinrk's Office
CITY
TAX ABATEMENT REPORT
TO: South Bend Common Council
FROM: Daniel Buckenmeyer, Director of Business Development
AUG 19 2020
SUBJECT: RESIDENTIAL REAL PROPERTY TAX ABATEMENT PETITION FOR:
South Bend Mutual Homes II, L.P.
DATE: August 19, 2020
On Monday, July 7, 2020, a petition from South Bend Mutual Homes 11, L.P. was received
and subsequently filed with the City Clerk for residential real property tar abatement
consideration for 10 single-family homes in the Southeast 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
Ten (10) single-family homes at an approximate assessed value of $1,400,000. The
homes will have 2 (2)BR homes, 3 (3)BR homes and 5 (4)BR homes. The total
square footage is 13,203 sq. ft which is about 1,320 sq. ft per house.
> The homes will have traditional architecture with front porches and rear garages to
blend in with the surrounding neighborhood. A resident cooperative will manage
the homes to encourage resident participation and long-term affordability.
> Each home will have a full unfinished basement and a garage along with an energy-
efficient design to meet the National Green Building Standards Silver designation.
> This project is the second phase of the South Bend Mutual Homes and there is a
waiting list of over 80 families for these homes. The project is important because
it meets the affordable housing needs of the community. It will support other
revitalization efforts in the Southeast neighborhood with providing quality housing
for those that cannot immediately purchase a home.
> The estimated cost of the construction project is $2,166,000
Filed in Clerks
Office
j AUG .? 9 2020
a�DAWN
M. JONES
K SOUTH BEND, IN
ABATEMENT QUALIFICATION
A review of the tax abatements previously granted, finds that the petitioner has
been granted or is associated with one tax abatement.
a. Confirming Resolution 4725-18, 5-Y Residential Tax Abatement
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 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.
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Filed in ClQrk�s ---O--
CITY OF SOUTH BEND, INDIANAII LL��AVG l 9 2020
PETITION FOR RESIDENTIAL TAX ABATEMENT CONSIIDERAiiBaAti , ..__
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 LC..
6-1.1.12.1-1, et mo., and South Bend Municipal Code Sec. 2,76 et sen for this petition state the following:
L 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):
! t �
2. Estimate the dollar value of the construction project (donor include land cost): $2,166,000,
3. The real property for which tax abatement consideration is petitioned (Property) is owned or to be owned by the
following individuals) 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 11. LP will be the owner of the oroiect.
The limited uartner emtiry investor will be Cinnaire. Cinnaire will own a 99.99% interest in the Voiect.
Their address is Suite 516. 320 N. Meridian Street, Indianapolis. IN 46204
The South Bend Mutual Haws Cooperative It, GI' LLC will own a .00596% interest in the oroiect. Their address
is 724. W. Washington. South Bend. IN 46601. South Bend Mutual Homes Cooperative 11 GP LLC is a wholly
owned subsidiary of Sourh Bend Mutual Homes Cooperative
SBHF MH 11 GP. LLC will own a 00394% General Partner interest in the oroiect Their address is 803 Lincoln
Was West. South Bend IN 46616 S8HF MH It OP LLC is a wholly owned subsidiary of South Bend Heritage
Foundation.
Anne Manner will be a special limited oattner with an .0001% interest in the protect. Her address is 724 W.
Washington. South Bend IN 46601
4. The commonly known address of the Property is: Please see Exhibit D. and having tax key no.: Plemse �e
Exhibit D. (use additional sheet for multiple addresses or key numbers).
(Rev. 5/13/11)
FHPd in Clerk's Office
AUG i g 20
5. A legal description of said Properry(s) is attached hereto, marked Exhibit A, and is ince tpGqgtgd(hF1l! 4K. SOUTH BEND, IN
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 Properry(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 a r r 1 of $15,000. pleasg see Exhibit D
(use additional sheet for multiple addresses). (Information may be obtained from the St. Joseph Comity
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.
Please see Exhibit D. (Chis 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: $ 1.400.000.
11. No building permit has been issued for construction on the property in connection with the improvement in
question as of the dare 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 Stares 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:
The develope�pecr to obtain an gq ily investment of $6.664.200 based on federal low-income housing rax
credits granted rhrough the Indiana Housing & Community Development Authority The develppers have
Leak esred five Proiecr Based Housing Vouchers from the South Bend Housine Authority.
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 property has become undesirable for normal develoumerrt because of the low oropecry values of existing
homes in the area the high number of deteriorated homes and the lack of private investment in the Southeast
neighborhood.
14. The current use of the property is vacant lots and the current zoning is Urban Neighborhood l (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):
Southside Development Area
16. The following person should be contacted as the petitioner's agent regarding additional information and public
hearing notifications:
(Rev. 5/13/11)
I!^d in Clerk's Oitiae
ANS r zazo
Name Antic Mantua Nciehborhood Development Associates, LLC
Address M W. Washineron St
City, State, Zip Sourh Bend, IN 46601
Telephone 574Z884369
E-mail Address: amannix.nda@emailcom
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.
Name of Property Owner(s):
Neighborhood Development Associates, LLC
(contract purchaser of the property)
By` -r=-- _`------
(Signature)
Anne Mannix. Member
(Typed or printed name and capacity)
(Rev. 5/13/11)
Filed in Clerk's Office
AUG .I'9 2020
South Rend Mutual Homes 11
Residential Tax Abatement RequestI-
EXHIBIT A �1�� y, t;. • �+�• JONES
.:LE'riF, SOUTH BEND, IN
Legal Descriptions of AR Sites
1.) 1714 St. Joseph. 018-7042-1667. The South half of lot 10 of Dubail's First Addition to the
City of South Bend, Plat Book 6, page 93.
2.) 221 E. Dayton. 018-7042-1658. A tract of land 2 % feet in width, East and West taken off of
an from the entire length of the West side lot of 17, and another parcel of land 34'/2 feet in
width, East and West, taken off of the entire length of the East side lot of 16, both as shown on
the plat of Dubail's First Addition to the City of South Bend, Plat Book 6, page 93.
3.) 513 E. Dayton. 018-7048-1859. Lot Numbered One Hundred Six (106) as shown on the plat
of Henry Studebaker's Second Addition, recorded April 26, 1904, in the Office of the Recorder
of St. Joseph County, Indiana, in Plat Book 8, Page 164.
4.) 517 E. Dayton. 018-7048-1858. Lot Numbered One Hundred Five (105) as shown on the plat
of Henry Studebaker's Second Addition to the City of South Bend recorded April 26, 1904, in
the Office of the Recorder of St. Joseph County, Indiana, in Plat Book 8, pages 164-165.
5.) 521 E. Dayton. 018-7048-1857. Lot Numbered One Hundred Four (104) as shown on the
recorded plat of Henry Studebaker's Second Addition to the City of South Bend, recorded in the
Office of the Recorder of St. Joseph County, Indiana, in Plat Book 8, pages 164165.
6.) 410 E. Dayton. 018-7045-1735- Lot numbered twenty-nine (29) as shown on the recorded
Plat of Dubail's Thud Addition in the City of South Bend, Indiana
7.) 224 E. Dubai]. 018-7032-1256. E 1/2 LOT 103 BOWMANS PL ADD.
8.) 404 E. Dubai]. 018-7033-1297. E 1/2 LOT 109 BOWMAN PL ADD.
9.) 301 E. Dubail. 018-7033-1301. E 1/2 LOT 107 BOWMAN PL ADD.
10.) 212 E. Dubail. 018-7032-1259. The East half of Lot 101 of Bowman Place Addition to the
City of South Bend, Plat Book 6, page 43.
Filed in Clerk's Office
----------
STATEMENT OF BENEFITS AI is a A 7.�J10 I 20 PAY 20
fy REAL ESTATE IMPROVEMENTS
i( Stale Famr 51767 (R6110 -tar I -� FORM SS -1 / Real Property
% Prescribed by the Department of Local Governman Finance
'ItJ PRIVACY NOTICE
This statement is being completed for real property that qualifies u er the Weaving Indiana Codeictene"ne ' Any nvormation concerning the cos
P Redevelopment or rehabilitation of real estate improvements (IC 6-L 1-12.1-4) or me property am specific evidence
:Z Residentially distressed area (IC 6-1.1-12.1-4.1) paid to
ow er�s coardaneiaby
pea
IC 6-tt-12 eri
INSTRUCTIONS.
51
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.
2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of
the redevelopment or rehabilitation for which the person desires to claim a deduction.
3 To obtain a deduction, a Farm 3221RE must be Bled with the County Auditor before May 10 in the year in which the addition to assessed valuation is
made or not later than Thirty (30) days after the assessment nofice is mailed to the property owner if it was mailed after April 10. A properly owner who
failed to file a deduction application within the prescrtbed deadline may file an application between Match 1 and May 10 of a subsequent year
4. A property owner who files for the deduction must provide the County Auditor and tlesignating body with a Fonn CFI/Real Properly The Form CF -Iii
Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually fa each year the deduction is applicable.
IC 6-1 1-12, 1.5.I(b)
5. For a Form SS-11Real Property that is approved after June 30. 2013, the designating body is required to establish an abatement schedule for each
deduction allowed For a Form SB -//Real Properly that is approved prior to July 1, 2013. the abatement schedule approved by the designating body
remains in effect IC 6-f 142 147
South Bend Mutual Homes II, LP
:Address of taxpayer (number and street. cif,, slat, and ZIP Code)
724 W. Washington St., South Bend, IN 46601
Name of contact person
. r a number
', E-mail address
Anne Mannix
574 l 2884369
amannix.nda@gmail.com
SECTION 2 LOCATION AND DESCRIPTION
OF PROPOSED PROJECT
Name of designating body
1 ResrSution number
City of South Bend
Location of property
County
DLGF taxing district number
See attached list
St. Joseph
p
026-0011
iLs rc!.
personalism of mat proper, bnp onemenr>: r ..v'Ld rnaWf�M Ip rlarwl
ehaaKanecessary)
IE4imated start axle imonfh day year
Ten newly constructed homes.
''� April 1,2021
=_stimated completion data (month, day, year(
April 1, 2022
SECTIONOF EMPLOYEESPROPOSED
PROJECT
elned
Current numberSalaries- Numbrreta
Salaries
'Number adtlM1ipnal ISeledes
1.00 $40,000.00 1.00
$40,000.00
0.50 $20,000.00
SECTION 4 E STIMATFD TOTAL CO ST
AN 1) VA LU E OF PROPOSED
PROJECT
REAL ESTATE IMPROVEMENTS
COST
ASSESSEDVALUE
Current values
30.00000: ts,oeb m
Pius estimated values of proposed project
2,'.66,000 00 416.66T 00
Less values of any property being replaced
o m 0,0011
Net estimated values upon C1lfrlolagbn of ormecl
c ..�a6 OW 00 491,867.00
Estimated wild waste converted (pounds) 0.00 ___ Estimated hazardous ossle convened (pounds) 0.00
Other benefi4s
1) Revitalization of the Southeast neighborhood. 2) Provision of ten units of affordable housing 3) About 2T short lerm construction jobs
for a one year period.
I hereby certify that the representations in this statement are true.
name of authorized repriecnlarive T:tc
Page 1 of 2
Filed in Clerk's Office
AUG 19 2020
We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body Said MSbIJliOA.`dassldoFl84YdaSse
under IC 6-1 1-12.1, provides for the following limitations.
A. The designated area has been limited to a period of time not to exceed calendar years' (see hefow) The date this desi oration
expires is
8. The type of deduction that is allowed in the designated area is limited to.
1- Redevelopment or rehabilitation of real estate improvements L Yes No
2. Residentially distressed areas Yes — to
C. The amount of the deduction applicable is limited to S
D. Other limitations or conditions (specih)
E Number of years allowed t T1 Year 1 Year 2 ❑ Year 3 Year 4 Year 5 ('am below)
Year 6 Year 7 ❑ Year 8 _ Year 9 Year 10
F. For a statement of benefits approved after June 30, 2013, did this designating body adopt an abatement schedule per IC 6-1.1-12.1.17>
—I Yes ❑ No
Ir yes, attach a copy of the abatement schedule to this form.
If no, the designating body is required to establish an abatement schedule before the deduction can oe determined.
We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have
determined that the totality of benefits is suflicieni justify the deduction described above.
name
If the designating body limits the time period during which an area is an economic revitalization area, that limitation does not limit the length of time a
taxpayer is entitled to receive a deduction to a number of years that is less (ban the number of years designated under IC 6-I,/-12.1-17
A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1, 2013. the deductions established in IC
6-1 1-12A-4.1 remain in affect, The deduction period may not exceed five (5) years. For a Form S8-1lReal Property that is approved after June 30.
2013, the designating body is required to establish an abatement schedule for each deduction allowed. The deduction period may not exceed len
(10) years. (See IC 6-1 1-12.1-17 below.)
B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1. 2013, the abatement
schedule approved by the designating body remains in effect. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating
body is required to establish an abatement schedule for each deduction allowed. (See IC fi-1.1-12.1-17 below.)
IC 6-1.1-12.1-17
Abatement schedules
Said 17. (a) A tlesignating body may provide to a business [hat is established in or relocated to a revitalization area and that receives a deduthon under
section 4 or 4,5 of this chapter an abatement schedule based on the following factors.
(11 The total amount of the taxpayer's investment in real and personal property.
(2) The number of new full-time equivalent jobs created,
(3� The average wage of the new employees compared to the slate minimum wage
(4) The infrastructure requirements for the taxpayers investment.
(b) This subsection applies to a statement of benefits approved after June 30, 2013. A designating body shall establish an abatement schedule
for each deduction allowecl under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of
the deduction. An abatement schedule may not exceed ten (10) years.
(c) An abatement schedule approved for a particular taxpayer before July i. 2013 remains in effect unit the abatement schedule expires under
the terms of the resolution approving the taxpayer's statement of benefits
Page 2 of 2
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Filed in clock`s Offiice
r—...__
AUG '19 2020
PAWN M. JONES
cITY CLERK, SOUTH BEND, IN
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Filed in Clerk's Otfic,
AUG .19 zLrj i
--DAWW - _�
CITY C E K SOUTTh
(VD, IN
South Bend Mutual Homes II
Request for Residential Tax Abatement
Exhibit C
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