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Consent   6.
Regular Board of Supervisors Meeting
County Attorney
Meeting Date:
02/12/2019
Title:
Approve the Proposed Settlement of the Tax Appeal W. David Hendley Family LP and Mundt 2006 Revocable Trust v. Cochise County
Submitted By:
Susana Stark, County Attorney
Department:
County Attorney
Presentation:
No A/V Presentation
Recommendation:
Approve
Document Signatures:
BOS Signature Required
# of ORIGINALS
Submitted for Signature:
1
NAME
of PRESENTER:
Christine J. Roberts
TITLE
of PRESENTER:
Civil Deputy County Attorney
Docket Number (If applicable):
Mandated Function?:
Federal or State Mandate
Source of Mandate
or Basis for Support?:

Information

Agenda Item Text:

Approve the proposed settlement of the Tax Appeal in W. David Hendley Family Limited Partnership and Mundt 2006 Revocable Trust Dated July 22, 2006, TX2018-001112, now pending in Arizona Tax Court, a division of the Superior Court of and for Maricopa County.
 

Background:

Taxpayer filed a civil action in Arizona Tax Court, seeking a reduction in assessed value for parcel number 403-52-012 for tax year 2019.  After inspecting the property, reviewing the taxpayers’ documentation and other market factors/comparables, the Assessor agrees that the parcel’s full cash value and limited property value for tax year 2019 should be lowered. The Assessor’s recommended settlement offer is as follows:
  • For tax year 2019, a reduction in full cash value from $1,453,064 to $350,624. 
  • For tax year 2019, a reduction in limited property value from $1,434,732 to $348,027.   
  • The assessment ratio shall change to 12.4%. 
  • The legal class shall remain mixed.
 These values and classification apply to the 2019 and 2020 assessment, pursuant to A.R.S. § 42-16002 (B)(1).
 
Each party would bear their own attorneys’ fees and costs.
 
The taxpayer has accepted the settlement offer.
 

Department's Next Steps (if approved):

Upon approval by the Board, Counsel for the County and Plaintiff’s Counsel will sign a stipulation for entry of Judgment and will submit a form of Judgment to the Arizona Tax Court disposing of this matter pursuant to the settlement terms.

Impact of NOT Approving/Alternatives:

Additional litigation for the County with the risk that the Court may: (1) rule in the taxpayers’ favor; (2) order a larger reduction in the assessed value of the subject property; and (3) order the County to pay the Plaintiff’s fees and costs.

To BOS Staff: Document Disposition/Follow-Up:

Advise County Attorney's Office - Civil Division upon Board's approval.

Attachments