HomeMy WebLinkAbout5079-24 Declaratory Resolution Real Property Tax Abatement 728 Harrison Avenue - Cross Community, Inc RESOLUTION
No. 5079-24
Passed by the Common Council of the City of South Bend, Indiana
May 13, 24
20
Attest: 02, . City Clerk
Bianca L. Tirado
Attest: a4o,{ 1014
President of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana
M I�-I 20 24
City Clerk
Bianca L. Tirado
Approved and signed by me 1 ' a ' 20 VI .
Mayor
United States of America
**��.FILED -RECEIVED-
-
?.: MAY162024 . .
MAY 16 2024
ST. JOSEPH COUNTY
AUDITOR ASSESSOR
ST. JOSEPH C•UN1Y
Certificate
STATE OF INDIANA, COUNTY OF ST. JOSEPH, ss:
I, Bianca L. Tirado, Clerk of the City of South Bend, County of St. Joseph, Indiana, hereby
certify that the attached and foregoing is a full, true, and correct copy of
RESOLUTION NO. 5079-24
A RESOLUTION OF THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA 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.
ADOPTED BY THE COMMON COUNCIL OF THE CITY OF SOUTH
BEND, INDIANA, MAY 13, 2024
PRESENTED TO, APPROVED AND SIGNED BY MAYOR JAMES
MUELLER, MAY 15, 2024
ATTEST: SHARON L. MCBRIDE, PRESIDENT OF THE COMMON
COUNCIL
ATTEST: BIANCA L. TIRADO, CITY CLERK
the original of which is now on file in the office of the Clerk of the City of South Bend, St. Joseph
County, Indiana.
IN WITNESS WHEREOF, I have hereunto sit my hand and ffixed the official Seal the City
of South Bend, St. Joseph County, Indiana, this j day of 20
Bianca L. Tirado
Clerk of the City of South Bend
St. Joseph County, Indiana
(164 By: .
Deputy
BILL NO. 24-16
RESOLUTION NO. 5079-24
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%
Year2 - 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.
ttco eyu lAk3ctic
Sharon McBride,Council President
South Bend Common Council
Attest:
,644444-xuitiA44/0,
Bianca Tirado, City Clerk
Office of the City Clerk
Presented by me, the undersigne Clerk of the City of South Bend, to the Mayor of the
City of South Bend, Indiana, on the day of /�, , 2024, at a,
o'clock iQ .m.
ltie,f,tr
Bianca Tirado, C erk
Office of the City Clerk
CPI
y�
Approved and signed by me on the I day of t•,Nr ,2024,at , o'clock
.m.
At\--
J s Mueller, Mayor
City of South Bend
Filed in Clerk's Office
,,—,- tg..\ STATEMENT OF BENEFITS 2024 PAY 2025 i
d ` REAL ESTATE IMPROVEMENTS MAY $ ZO24 —
a'` State Form 51767(R7/1-21) FORM SB-1 I Real Property
Prescribed by the Department of Local Government Finance Bianca Tirado PRIVACY NOTICE
This statement is being completed for real property that qualifies under the followirgihl'dccha r�6d5R4141 kB1/6ibt tj:Nl Any information concerning the cost
❑ Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of itd to individualvy and specific salanesby
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 property 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 Property. 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 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. For a Form SB-1/Real Property 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 Nor»' 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 r1i1—24
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 if 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. Estimatedcompletondate(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 $224,600
SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER
Estimated solid waste converted(pounds) Estimated hazardous waste converted (pounds) �
Other benefits
The home will be sold to a first-time homeowner who has participated in financial/credit building .
workshops
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in s statement are true.
Signature of aulho d representati Date signed(month,day,year)
if1.30.C, - v _ I 5/3/2024
Printed name of authorized representative Title
Tina M Patton President
Page 1 of 2
FOR USE OF THE DESIGNATING BODY
We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution, passed or to be passed
under IC 6-1.1-12.1,provides for the following limitations:
A. The designated area has been limited to a period of time not to exceed n/a calendar years*(see below). The date this designation
expires is 12/31/2026 . NOTE:This question addresses whether the resolution contains an expiration date for the designated area.
B. The type of deduction that is allowed in the designated area is limited to:
1.Redevelopment or rehabilitation of real estate improvements ❑Yes ElNo
2.Residentially distressed areas ['Yes ❑No
C. The amount of the deduction applicable is limited to$ N/A
D. Other limitations or conditions(specify) N/A __ __ _ _
E. Number of years allowed: 0 Year 1 ❑Year 2 ❑Year 3 ❑Year 4 Q 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?
El 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(sig re and title of aujhorized member of designating body) Telephone number Date signe (month,day,year)
(rnt6` dt ( -,y )ti�5- 1�LI D5�13/),/5. y
Printed name of authorized member of designating body Name of designating body
. a ro n 114 (.\(if le Common Council of the City of South Bend,Indiana
Atte d 5v(signature and ' e of attestor Printed name of attester
elivek
G. hlowarro -Icetchi Cit.! Qv*
*If the designating body limits the time period during which an area is an economic revitalization area,that limitation does hot limit tfie 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. ;I
Filed in Clerk's Office
U8
Bianca Tir::
City Clerk, SOLJUI Bur id, IN
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