HomeMy WebLinkAbout24-16 Declaratory Resolution Real Property Tax Abatement 728 Harrison Avenue - Cross Community, Inc ti Filed in Clerk's Office
W � CITY OF SOUTH BENS MAY o s 20211
PEACE • .
_' COMMUNITY INVESTMENT BiancaTirado
M y�R .'
tKb. ,. ' City Clerk, South Bend, IN
May 8, 2024
Council Member Troy Warner
Chairperson, Community Investment Committee
South Bend Common Council
4m Floor, County City Building
South Bend, Indiana 46601
RE: Declaratory Resolution: Residential Real Property Tax Abatement Petition for Cross
Community, Inc.
Dear Council Member Warner:
Please find the enclosed information pertaining to a residential real property tax abatement
petition submitted by Cross Community, Inc., an Indiana Nonprofit Corporation. This petition
package includes:
• Department of Community Investment's summary report
• Petition for abatement
• Statement of Benefits form (SB-1 / Real Property)
• Supporting information
The report contains the Department's findings relative to the above-mentioned petition. The
petitioner plans to build one new house on a vacant lot on Harrison Avenue, just north of Lincoln
Way West, with an estimated construction cost of$270,000.
The project meets the requirements established by Sections 2-77, et seq. and would qualify for
a five-year (5) residential real property tax abatement. Representatives from Cross Community,
Inc., will be available to meet with the Committee on Monday, May 13, 2024.
If you or any of the other Council members have questions concerning the report or need
additional information, please feel free to call me at (574) 235-5836.
Sincerely,
I ! . •
•
Mark Bemenderfer
Manager, Business Development
EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT
14005 County-City Building 227W.Jefferson Blvd. South Bend,Indiana 46601 p 574.235.9371 www.southbendin.gov
Filed in Clerk's Office
MAY 0 8 2024
BILL NO. 24-16 Bianca Tirado
RESOLUTION NO. City Clerk, South Bend, IN
A RESOLUTION OF THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN
THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS
728 Harrison Avenue, South Bend, Indiana 46616
AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A
FIVE-YEAR (5) REAL PROPERTY TAX ABATEMENT FOR
CROSS COMMUNITY, INC
WHEREAS, a petition for real property tax abatement consideration has been filed with
the City Clerk for consideration by the Common Council of the City of South Bend, Indiana,
requesting that the area described as:
Key Number: 71-08-02-407-012.000-026
Local Parcel Number: 018-1070-2981
Commonly Known As: 728 Harrison Avenue
Legal Description: Lot 1 Kingdom Campus Minor Sub 23/24 NP#1221
6/27/2022
be designated as an Economic Revitalization 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,petitioner has agreed to and has accepted responsibility to report any changes
in the Key Numbers and legal descriptions to the Department of Community Investment and to
the Office of the City Clerk; 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 an Economic Revitalization 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
WHEREAS,the Community Investment Committee of the Common Council has reviewed
said report and recommended to the Common Council that the area qualifies as an Economic
Revitalization 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 completed by the Petitioner 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 the following:
A. That the description of the proposed redevelopment or rehabilitation meets the
applicable standards for such development;
B. That the estimate of the value of the redevelopment or rehabilitation is reasonable
for projects of this nature;
C. That the estimate of the number of individuals who will be employed or whose
employment will be retained by the Petitioner can reasonably be expected to result from the
proposed described redevelopment or rehabilitation;
D. That the estimate of the annual salaries of those individuals who will be employed
or whose employment will be retained by the Petitioner can be reasonably expected to result from
the proposed redevelopment or rehabilitation;
E. That the other benefits about which information was requested are benefits that can
be reasonably expected to result from the proposed described redevelopment or rehabilitation; and
F. 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.
SECTION III. The Common Council hereby determines and finds that the proposed described
redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the
Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement
Consideration and the Memorandum of Agreement between the Petitioner and the City of South
Bend, and that the Statement of Benefits form completed by the petitioner, said form being
prescribed by the State Board of Accounts, is sufficient to justify the deduction granted under
Indiana Code 6-1.1-12.1-3.
SECTION IV. The Common Council hereby accepts the report and recommendation of the
Community Investment Committee that the area herein described be designated as an Economic
Revitalization Area and hereby adopts a Resolution designating the area as an Economic
Revitalization Area for purposes of real property tax abatement.
SECTION V. The designation as an Economic Revitalization Area shall expire on December 31,
2026.
SECTION VI. 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 by the schedule
outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17.
Year 1 - 100%
Year 2 - 100%
Year 3 - 80%
Year 4 - 80%
Year 5 - 60%
SECTION VII. 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 VIII. This Resolution shall be in full force and effect from and after its adoption by the
Common Council and approval by the Mayor.
Sharon McBride, Council President
South Bend Common Council
Attest:
Bianca Tirado, City Clerk
Office of the City Clerk
Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the
City of South Bend, Indiana, on the day of _ , 2024, at
o'clock .m.
Bianca Tirado, City Clerk
Office of the City Clerk
Approved and signed by me on the day of , 2024, at o'clock
.m.
James Mueller, Mayor
City of South Bend
TAX ABATEMENT REPORT Filed in Clerk's Office
MAY 0 8 2024
TO: South Bend Common Council
Bianca Tirade
FROM: Mark Bemenderfer, Manager, Business Development City Clerk, South Bend, IN
SUBJECT: Residential Real Property Tax Abatement Petition for the Cross Community,
Inc
DATE: May 8, 2024
On May 8, 2024, a tax abatement petition for Cross Community, Inc was filed with the Office of
the City Clerk. The petition seeks consideration for a residential development real property tax
abatement for the completion of one new 2-story home that will range from —1.4k-1.6k sqft.
This new house will be sold to first time homebuyers who have participated in financial/credit
building workshops.
Pursuant to Chapter 2, Article 6, Section 2-84.9 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 Indiana Code § 6 1.1-12.1 and 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
• The petitioner, Cross Community, Inc, plans to build one new single-family house at 728
Harrison Ave. This new house will range from --1.4k-1.6k sqft, and will feature 3
bedrooms, 2 bathrooms, and a garage.
• The intended occupants will be first time homebuyers who have participated in
financial/credit building workshops.
• The petitioner is investing a total of$270,000 to develop this new house.
• This house will be built in an empty lot where the former house had been torn down.
The lot has become abandoned, vacant and blighted.
Tax Estimates
The petitioner qualifies for a five-year(5) residential real property tax abatement.
• Current taxes for 2023 Pay 2024: $145.50
• Total estimated taxes during the five-year (5) abatement period: $13,253
• Estimated taxes being abated during the abatement period: $7,633
• Estimated total taxes to be paid during the abatement period: $5,620
Employment Impact
There are no employees of Cross Community, Inc.
• For the development of the house, Cross Community, Inc intends to employ local
companies, require employees vs independent contractors, and require a prevailing
wage, health benefits and an affirmative action plan.
Abatement Qualification
1. A review of the tax abatements previously granted, finds that the petitioner has been
granted or is associated with any prior abatements:
a. Resolution 5015-23: Five-year(5) real property tax abatements for small
residential developments at 724 & 726 Harrison Ave.
2. The property is properly zoned for the proposed project.
3. Taxes on the property have been paid in full.
4. A review of the South Bend Redevelopment designation areas finds that the property is
located in the River West Tax Incremental Financing (TIF) area.
5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets
the qualifications for a five-year (5) residential real property tax abatement under section
2-77.1, Single Family Residential Construction.
Filed in Clerk's Office
MAY 0 8 2024
Bianca Tirade
City Clerk, South Build, IN
2
5-Year Abatement May 2,2024
Cross Community Inc.
South Bend Portage Township
Residential Real Property Tax Abatement Schedule*
Type of Dwelling: Single-Family Home
Estimated Project Cost: $ 270,000 New Construction
Property Address: 728 Harrison Avenue
Tax Key Number: 71-08-02-407-012.000-026
Current Without
(1 Property) Abatement Year 1 Year 2 Year 3 Year 4 Year 5
Assessed Value(AV)
Land $ 4,300 $ 4,300 $ 4,300 $ 4,300 $ 4,300 $ 4,300 $ 4,300
Structure(80%AV of Project Cost) - 216,000 216,000 216,000 216,000 216,000 216,000
Gross Assessed Value 4,300 220,300 220,300 220,300 220,300 220,300 220,300
Abatement 100% 100% 80% 80% 60%
Abatement Deduction - (107,695) (107,695) (86,156) (86,156) (64,617)
Homestead Deduction** - (48,000) (48,000) (48,000) (48,000) (48,000) (48,000)
Mortgage Deduction** - - - - - - -
Supplemental Homestead Deduction - (60,305) (60,305) (60,305) (60,305) (60,305) (60,305)
Net Assessed Value 4,300 111,995 4,300 4,300 25,839 25,839 47,378
Property Taxes
Assume constant tax rate of 5.3548%
Gross Tax(Tax Rate x Net AV) 230 5,997 230 230 1,384 1,384 2,537
Circuit Breaker&Other Credits (84) (3.346) - - - - (145)
Taxes Due $ 146 S 2,651 $ 230 $ 230 $ 1,384 $ 1,384 $ 2,392
3% 1% 1% 1% 1% 1% 1%
Circuit Breaker Cap 129 2,203 2,203 2,203 2,203 2,203 2,203
Debt Service(0.3997%of Net AV) 17 448 17 17 103 103 189
Max Tax Under the Cap 146 2,651 2,220 2,220 2,306 2,306 2,392
Current Taxes New Combined Net Taxes -•
Year Abatement Due Projected Tax Newrent Taxes Taxes Abated Paid CD
1 100% $ 146 $ 2,504 $ 2,651 $ (2,420) $ 230
a
2 100% 146 2,504 2,651 (2,420) 230 -T m _
3 80% 146 2,504 2,651 (1,267) 1,384 () O n
4 80% 146 2,504 2,651 (1,267) 1,384 c' Co (ID
5 60% 146 2,504 2,651 (258) 2,392 N
Total: 731 12,522 13,253 (7,633) 5,620 CO a
,_ p rya C!)
`This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2023 Payable 2024. , T Department of Community Investment C
The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. City of South Bend
--Changes to homestead and mortgage deductions took affect for tax year 2023. z C)
CO
City of South Bend Instructions:Complete pages 1-3 i f*to
AND the proper Form SB-1 for + a
Petition for Incentives the type ofabatement(real
property or personal property) 4 .1u
Petition must include a$250 filing fee payable to the for which you are applying. �'
"City of South Bend"before processing can be complete
General Information Project Name Project Number
Legal name as registered with
Secretary of State Cross Community, Inc
Business structure CDC-Domestic Nonprofit Corporation
Company website https./Imycrosscommunity.org
Proposed Project Information
Proposed project address 1728 Harrison Ave Pa rent company name
City,state,Bp South Bend, IN 46616 Legal owner Cross Community, Inc
Site acreage or acreage required 0.12
12 Is the real estate owned Owned
or leased?
Square feet of facility n/a if leased,by whom?
Primary Contact Information
Primary company Contact name Tina Patton Tide President
Address of company contact 707 Sherman Ave Phone 574-876-2106
City,State,➢p South Bend, IN 46616 Email
Senior Official Information
Company senior official name Title
Same as above
Address of company contact Phone
(If different from above)
City,State,Zip Email
Consultant Information/Agent
Hired business consultant/agent name Consultant release?(Y/N)
Address Local economic development partners
approval?(Y/N)
City.State.Zap
Email
Project Overview
Brief description of your
company,project,and why the We will build one (1) new home that will be between 1390-1620 sq ft
property Ls necessary for with 3 bedrooms, 2 bathrooms, with a garage.
economic growth
Certified Technology Part appropriate VA
lithe project in a Tax incremental Financing River West
UM)area?Hsi,which?
Have Building Permits been issued?(Y/N) Number of residential unitscrented by ,
(Note Nat eligible for abatement HYc) N PfO)c _ .._
If this is a petition for personal property taw abatement,has �.A
the equipment been installed?
Investment Details
Public btfrastructrue needs Has any 504 funding been What is the value at wry equipment being purchased In What Is the value of any equipment being
(Off-site of project in dollars) received? Indiana for the project? purchased from out at state for the protect?
I Filed in Clerk Office
MAY 0 8 2024
Bianca Tir;icj ,
City Clerk, South Caul Id, IN
New Project Investments
Calendar Year 2023 2024 2025 2026 2027 2028 2029 2030
Land Acquisition
Building Lease Payments
Building Purchase Costs
New Building Construction i 270.000.0C
Existing Building Improvements
New Machinery&Equipment
Special Tooling/Retooling
New Furniture/Flxturrs
New Computer/IT Hardware
New Software
On-site Rail Infrastructure
On-site Fiber Infrastructure
TOTAL $0.00 s 270.000.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00'
Full-Time Permanent Indiana-Resident Positions by Calendar Year
Calendar Year lobs retained Hourly Cumulative A of net NEW full time Hourly average wage,w/o Total training Total IS to be
PIVerer permanent Jobs created at project benefits or bonuses,of expenditure- trained J.not
wage,win
benefits or cumulative net new Jobs not cumulative
bonuses cumulative
2024
2025
2026
2027
2026
2029
2030
2031
2032
2033
2034
2035
Provide hourly wage Information for new employees in the following positions.
Full time Part time
Laborers
Technical
Managerial
Administrative
Who will be the individual responsible for coordinating
with WorkOne on recruiting?
Does your company have an EEO hiring policy? Are you an EEO employer?
Please list the number of full time and part time minority and/or female Please describe your commitrnent to
employees for the following years. diversity and inclusion by detailing your
outreach and recruitment efforts for the last
Year _..
- = three years as well as anent policies
Full Time Part Time Full Time Part Time Full Time Part Time
Black
Hispanic
Asian
Indian
Female
Other
Filed in Clerk's Office
MAY 0 8 201/
Bianca Tirlcic,
City Clerk, South Bt,nl1, IN
Filed in Clerk's Office
9AY U 8 4
Bianca Tircf<2U?,iJ
City Clerk, Sou fi Cit:nt.f, iN
Complete the table below for Real Property Tax Abatement only.
***Sign at the bottom for all requested incentives(real AND personal property)."**
Public Benefit Item:
Information is required on both the construction companies and the
companies which will provide materials purchased for this project.
Please complete the table below with the appropriate information. If Qualify Earned Points Available Points
(Yes or No)
you qualify for the points,please enter the full amount of available
points.
1 Construction Related(Contractors):
A. Employ Local Companies(75%) Y 20 20
B. Purchase Materials from Local Companies(75%) Y 20 20
C. Require Employees vs.Independent Contractors Y 19 19
D. Require Prevailing Wage Y 22 22
E. Require Health Benefits Y 22 22
F. Require Retirement Benefits N 0 18
G. Maintain Affirmative Action Plan v20 20
Sub-total Construction Related: '23 111
2 Wage&Benefit Related(Owner)_
A. Pay Target Wage Levels ^. 33
B. Provide Health Benefits N 34
C. Provide Retirement Benefits N 29
D- Provide Training N 28
E. Provide Child Care N
F. Provide Transportation Assistance N 1
G. Provide Employer Assisted Housing program N
Sub-total Wage&Benefit Related: —
3 Workforce Related:
A. Create New Jobs N 42
B. Retain Existing Jobs N 41
C. Maintain Affirmative Action Plan N 35
D. Provide Targeted Hiring Preference N 34
Sub-total Workforce Related: 152
4 Support a Municipal Facility:
Support a 58 Municipal Facility(donations to the
A.
zoo,conservatory,museum,etc.) n 84
Name of Facility
I ISub-total Municipal Facility: 34
Sub-total from Above: ;23
The undersigned owner(s)of real property,located within the City of South Bend,herby petition the Common Council of the City
of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and
South Bend Municipalunic Cod ec.276 et seq.,for this petition state the above.
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�°. ;5 Department of
1:0
, Community Investment
RESIDENTIAL TAX ABATEMENT (PETITION ADDENDUM)
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 seq., for this
petition, state the following:
Legal Name of Petitioner
(same as top of page 1 of petition) Cross Community Inc.
Project Title
Project Address 728 Harrison Ave
Project City, State, ZIP South Bend, IN 46616
Describe the proposed construction We will build one (1) new home that will be between
project. Include information about 1390-1620 sq ft with 3 bedrooms, 2 bathrooms, with a
square footage, number of rooms, garage.
number of stories, other amenities
such as finished basements and
garages, the amount of land to be
used, and the proposed use of the
improvements.
Also provide a general statement as
to the importance of the project(use
an additional sheet for long project
descriptions if necessary).
Estimate the dollar value of the
construction project $ 270,000.00
(do not include land cost).
Filed in Clerk's Office
MAY 0 8 2024
1 Bianca Tirado
City Clerk, South Bond. IN
RESIDENTIAL TAX ABATEMENT (PETITION ADDENDUM)
For the real property or properties for which tax abatement consideration is petitioned, provide the
information below on the individual(s) or corporation(s)who own or will own the properties. If the
business organization is publicly held, also indicate the name of the corporate parent, if any, and the
name under which the corporation has filed with the Securities and Exchange Commission. Also,
describe the owner's interest in the property.
List out each residential property which could receive an abatement. If you need additional rows,
then make additional copies of this page or attach a similar document to this petition addendum.
Address Current Owner(s) Future Owner(s) Owner's Interest
728 Harrison Cross Community
Inc.
Fled in CIc►k's 011/7(-,
2
B iancar' (j
City Clerk, SoutTih O( HU, It:
RESIDENTIAL TAX ABATEMENT (PETITION ADDENDUM)
Provide the commonly known addresses and tax key number of the property or properties. Also
provide the current assessed value(s).
List out each residential property as you did on the previous page. If you need additional rows, then
make additional copies of this page or attach a similar document to this petition addendum.
Current Assessed Estimated Market
Address Tax Key Number Value Value After Project
Completion
728 Harrison 71-08-02-407-012.000-026 $ 4,300.00 $ 216,000.00
List the real property taxes paid at the location(s)during the previous two calendar years, whether
paid by the current owner or a previous owner. Provide the year(e.g., 2022) and the amount of total
taxes paid. If the current year's taxes are paid in full, please provide that information. Otherwise
provide the previous two years.
If you need to add additional properties, you can add rows to the table below, use the space below
the table, or use an additional sheet.
Tax Key Number Year 1 Year 1 $Taxes Paid Year 2 Year 2$Taxes Paid
71-08-02-407-012.000-026 2023 $ 115.60 12022 $ 0.00
Check box to confirm that building permits HAVE NOT been issued for any of the properties. 111
Filed in Clerk's Office
3
MAY 0 8 2021i
Bianca Thai()
City Clerk, South But IN
RESIDENTIAL TAX ABATEMENT (PETITION ADDENDUM)
Describe and list other anticipated City Housing Subsidy Program, City Sewer Lateral
public financing for the project, Reimbursement, and City Sidewalk Repair Program
including any assistance to be sought
or already authorized through the
U.S. Department of Housing Urban
Development (HUD), the City of
South Bend, the South Bend Housing
Authority, the Housing Assistance
Office, the St. Joseph County
Housing Consortium, or other entity
providing financial assistance.
Do not limit your response to public
works improvements only.).
Describe how the property has Lack of investments in the neighborhood, maintenance
become undesirable for or impossible to the previous home led to it being demolished leaving
of normal development because of a the lots to become abandoned, vacant and blighted
lack of development, cessation of
growth, deterioration of improvements
or other factors which have impaired
values and prevent a normal
development of the property.
Provide the current use and zoning for each property. (Zoning information, including the zoning map,
can be found at https://southbendin.gov/department/community-investment/planninq-community-
resources/zoning/)
If you need to add additional properties, you can add rows to the table below, use the space below
the table, or use an additional sheet.
Address or Current Use Zone
Tax Key Number
728 Harrison Vacant U2
Filcd in Clerk's Office
4 MAY 0 8 2024
Bianca Tit-wit)
City Clerk, South L :rid, IN
RESIDENTIAL TAX ABATEMENT (PETITION ADDENDUM)
Indicate the Tax
Incremental U River West n South Side West Washington
Financing (TIF)area
in which the
properties are River East n Douglas Road ❑ Not in a TIF Area
located.
WHEREFORE, Petitioner has paid the required fee of$250.00 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.
The Petitioner agrees to provide the staff of the Department of Community Investment upon request
information related to the project, including but not limited to a legal description of each property, a map
and/or plat indicating the location of each property, and photographs of each property that are accurate
representations of each property's condition at the time of this petition is filed.
72(./
Submitted by:
Signature
Tina M. Patton
Printed Name
President
Title
5/2/2024
Date
Filed in Clerk's Officu
MAY 0 8 2024
5 Bianca Tirarlr
City Clod, Sc.:
Filed in Clerk's Office
�i1""�4.,\ STATEMENT OF BENEFITS 2024 PAY 2025
7- REAL ESTATE IMPROVEMENTS MAY Q 8 2024 FORM SB-1/Real Property
a, 3r
' 0State Form 51767(R7 11-21) P y
Prescribed by the Department of Local Government Finance hh�� Bianca Tirado PRIVACY NOTICE
This statement is being completed for real property that qualifies under the followirhgltrYdPa'harCooP kidk5t3 arj.'N Any information concerning the cost
❑ Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of itd to individualv ande specific salaries
ties
paid employees by the
i] Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per
IC 6-1.1-12.1-5.1.
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.
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 Form 322/RE must be filed 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 notice 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 prescribed deadline may file an application between January 1 and May 10 of a subsequent year.
4 A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Properly. The Form CF-1/Real
Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable.
IC 6-1.1-12.1-5.1(b)
5. For a Form S8-1/Real 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-1/Real Properly that is approved prior to July 1, 2013, the abatement schedule approved by the designating body
remains in effect. IC 6-1.1-12.1-17
SECTION 1 TAXPAYER INFORMATION
Name of taxpayer
Cross Community, Inc
Address of taxpayer
Number and Street: 707 Sherman Ave City: South Bend State IN ZIP' 46616
Name of contact person Telephone number E-mail address
First Name: Tina Last Name: Patton (574)876-2106 tmpatton2@comcast.net
SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT
Name of designating body Resolution number
Common Council of the City of South Bend
Location of property Number and Street City State ZIP County DLGF taxing district number
728 Harrison Ave South Bend IN 46616 St. Joseph 026(South Bend-Portage)
Description of real property improvements.redevelopment,or rehabilitation(use additional sheets el necessary) Estimated start date(month,day,year)
We will build one (1) new home that will be between 1390-1620 sq ft with 3 06/03/2024
bedrooms, 2 bathrooms, with a garage. Estimated completion date(month,day,year)
11/30/2024
SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT
Current Number Salaries Number Retained Salaries Number Additional Salaries
SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT
REAL ESTATE IMPROVEMENTS
COST ASSESSED VALUE
Current values $4,300
Plus estimated values of proposed project $270,000 $220,300
Less values of any property being replaced
Net estimated values upon completion of project $270,000 $224,600
SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER
Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted (pounds) 0
Other benefits
The home will be sold to a first-time homeowner who has participated in financial/credit building
workshops
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in s statement are true.
---- ----------------
Signature of aulho. representati 1 Date signed(month,day,year)
Pinted name of auli-orir_ed representative -tin
Tina M Patton President
Page 1 of 2
FOR USE OF THE DESIGNATING BODY
We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution, passed or to be passed
under IC 6-1.1-12.1,provides for the following limitations:
A. The designated area has been limited to a period of time not to exceed n/a calendar years*(see below). The date this designation
expires is 12/31/2026 . NOTE:This question addresses whether the resolution contains an expiration date for the designated area.
B. The type of deduction that is allowed in the designated area is limited to:
1.Redevelopment or rehabilitation of real estate improvements Yes QNo
2.Residentially distressed areas ❑� Yes ❑No
C. The amount of the deduction applicable is limited to$ N/A
D. Other limitations or conditions(specify) N/A
E. Number of years allowed: ❑Year 1 ❑Year 2 ❑Year 3 ❑Year 4 r❑Year 5 ("see 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?
Yes No
If 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 be 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 sufficient to justify the deduction described above.
Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year)
Printed name of authorized member of designating body Name of designating body
Common Council of the City of South Bend,Indiana
Attested by(signature and title of attester) Printed name of attester
"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 than the number of years designated under IC 6-1.1-12.1-17.
A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established in IC
6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. 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. Except as provided in IC 6-1.1-12.1-18,the
deduction period may not exceed ten(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 6-1.1-12.1-17 below.)
IC 6-1.1-12.1-17
Abatement schedules
Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under
section 4 or 4.5 of this chapter an abatement schedule based on the following factors:
(1) 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 state minimum wage.
(4) The infrastructure requirements for the taxpayer's 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 allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of
the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years.
(c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under
the terms of the resolution approving the taxpayer's statement of benefits.
Filed in Clerk's Office
MAY 0
Bianca Tir trlc,
City Clerk, Soul!! ButR.I, IN
Page 2 of 2
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