R-09-05-28-12A1 - 5/28/2009RESOLUTION NO. R -09-05-28-12A1
WHEREAS, the City of Round Rock is mandated by V . T . C . A . , Tax
Code §31.11 to refund, upon taxpayer application to the tax
collector of its taxing unit and upon verification by the auditor of
its taxing unit, any overpayment or erroneous payment of taxes; and
WHEREAS, if such amount exceeds $500.00, then the governing
body of the taxing unit must also determine that the payment was
erroneous or excessive and must approve the refund, Now Therefore
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK,
TEXAS,
That the following named taxpayer, Baltgem Development
Corporation, et al has made an overpayment or erroneous payment of
2008 taxes in the amount of $16,035.67; that such amount is in
excess of $500.00; that such overpayment or erroneous payment has
been verified by the Tax Collector; and that application for refund
has been made to the Tax Collector by said taxpayers.
The Council further finds and makes a determination that the
payment was erroneous or excessive; and further approves such refund
in the amount of $16,035.67.
The City Council hereby finds and declares that written notice
of the date, hour, place and subject of the meeting at which this
Resolution was adopted was posted and that such meeting was open to
the public as required by law at all times during which this
Resolution and the subject matter hereof were discussed, considered
and formally acted upon, all as required by the Open Meetings Act,
Chapter 551, Texas Government Code, as amended.
0:\wdox\SCC1nts\o112\09o5\MUNICIPAL\R9o529A1.DOC/mp
RESOLVED this 28th day of May, 2009.
ATTEST:
t.._
SARA L. WHITE, City Secretary
2
ALM MCGRAW, Mayor
City of Round Rock,
DATE: May 21, 2009
SUBJECT: City Council Meeting — May 28, 2009
ITEM: *12A1. Consider a resolution authorizing property tax refunds to Baltgem Development
Corporation, et al for 2008 taxes totaling $16,035.67.
Department:
Staff Person:
Justification:
Finance
Cheryl Delaney, Finance Director
State law requires that property tax refunds in excess of $500 be approved by the governing body.
These refunds are the result of an agreed judgment approved by the appraisal district reducing the
taxable values on the 2008 tax roll.
Funding:
Cost: $16,035.67
Source of funds: General Fund & Debt Service Fund
Outside Resources: N/A
Background Information:
Required process set by law.
Public Comment: N/A
Wil amson Centrd)l ppraisal IDistrict
625 FM 1460
Georgetown, Texas 78626
Phone: (512) 930-3787
Fax: (512) 930-0391
April 27, 2009
Jim Nuse, City Manager
City of Round Rock (CRR)
221 E. Main
Round Rock, Texas 78681
Re: Cause No: 08-676-C368 Baltgem Development Corp., et al v. Williamson
Central Appraisal District
Dear Mr. Nuse:
A settlement has been reached on the attached referenced lawsuit for the tax
2008 year. The settlement was the result of an Agreed Judgment between the
District and the Plaintiff in this suit. (Please see attached Agreed Judgment.)
The Plaintiff has agreed to waive interest on the refund. (See attached Rule
11 Agreement)
If you have any questions, please feel free to call.
Sincerely,
4ecL( .Za4tf
Alvin Lankford
Chief Appraiser
AL/abl
Enclosure
cc: Forrest Child, NC cc: David Kautz, Chief Finance Director CRR
Board of Directors Harry Gibbs, Chairman
Brig Mireles, Vice -Chairman
Robert Tagge, Secretary
Deborah Hunt
Don Paull
Chief Appraiser Alvin Lankford
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LAWSUIT NAME
PROPERTY ID
QUICK -REF ID
CO
N
08-676-C368
Baltgem Development Corp, et al
CAUSE NO. 08-676-C368
BALTGEM DEVELOPMENT CORP.,
ET AL; BALTGEM DEVELOPMENT
CORPORATION; EARGOT DEVELOPMENT
CORPORATION; IKARJOY DEVELOPMENT
CORPORATION; MAXLAND DEVELOPMENT
CORPORATION; JOPAT DEVELOPMENT
CORPORATION; NATURAL BRIDGE
DEVELOPMENT CORPORATION; .
PAHA REALTY CORPORATION;
THIRD CREEK, L.L.C.; AND DELMAR
PROPERTIES,
Plaintiffs,
v.
WILLIAMSON CENTRAL APPRAISAL
DISTRICT,
INTIM DISTRICT COURT OF
WILLIAMSON COUNTY, TEXAS
Defendant.
368Th JUDICIAL DISTRICT
AGREED JUDGMENT
The parties, through their attorneys, have agreed to the terms of this judgment as evidenced
by the signatures of their attorneys below.
IT IS THEREFORE ORDERED, ADJUDGED, AND DECREED that the value of the
subject property is as follows: •
AccountNo. escri bion
R391716 La Frontera Secs 1 & 2 Resub, Block A,
Lot 5, Acres 8.404 �11�d06,654
R392261 La Frontera Secs 1 & 2 Resub, BIock A,
Lot 3, Acres 8.641 $9,679,524
R392263 La Frontera Secs 1 & 2 Resub, Block A,
Lot 7, Acres 0.771 $3,169,159
R392264 La Frontera Secs 1 & 2 Resub, Block A,
Lot 8PT, Acres 20.631 $39,495,361
2008 glue
1
RECEIVED
APR 2 12009
WILLIAMSON CAD
atf ' e o'ILEIclock
/ sF?
APR 1 3 2009 ids
/tel 90L
Dtstricl Clerk. Williamson Co.. TX.
R.417192 La Frontera Secs 1 & 2 Resub (Replat Lt.
6), Block A, Lot 1, Acres 6.587 $5,007,812
R417194 La Frontera Secs 1 & 2 Resub (Replat Lt.
6), Block A, Lot 3, Acres 1.026 $2,641,490
TOTAL
$71,000,000
This is a final judgment disposing of all parties and issues. Each party ordered to pay it's
costs.
Signed this � day of 2009. -
JUDGE BURT CARNES
2
RECEIVED
APR 2 1 2009
WILLIAMSON CAD
APPROVED AS TO FORM AND SUBSTANCE:
Guajardo, Jr.
tate Bar No. 08561180
Guajardo & Guajardo
1504 San Antonio St., Ste. 200
Austin, Texas 78701
(512) 474-9585
(512) 474-9507 (fax)
ATTORNEY FOR PLAINTIFFS
Robert Mott
State Bar No. 14596450
Sandra Griffin
State Bar No. 00791280
Christopher S. Jackson
State Bar No. 00796816
Carol Barton
State Bar No. 00783610
Michael W. Balcezak
State Bar No. 24012236
Perdue, Brandon, Fielder, Collins
& Mott, L.L.P.
3301 Northland Dr., Suite 505
Austin, Texas 78731
(512) 302-0190
(512) 323-6963 (fax)
ATTORNEYS FOR DEFENDANT
3
RECEIVED
APR 2 1 2009
WILLIAMSON CAD
PerdueBrandonFzelderCollins&Mott LLP
ATTORNEYS AT LAW
330) Northland Dr.
SUITE 505
AUSTIN, TEXAS 78731
TELEPHONE 312.302-0190
FAX 512-323-6963
wy‘w-Abrcrn.com
VIA FACSIMILE (512) 474-9507
Mr. Javier P. Guajardo, Jr.
Guajardo & Guajardo
1504 San Antonio St., Ste. 200
Austin, Texas 78701
March 31, 2009
RULE 11 AGREII_M rr
RE: Cause No. 08-676-C368; Baltgem Development Co
Bargot Development Corporation; Karjoy Development et aCorpo Corpl; Baltgenaoration; Cvelopment orporation;
Development
Corporation; Jopat Development Corporation; Natural Bridge Development Corporation; Pajia
Realty Corporation; Third Creek, L.L.C.; and Delmar Properties v. Williamson Central Appraisal
District
Dear Javier:
The parties have agreed to settle this lawsuit by setting the total value of $71,000,000 for 2008 for
account numbers R391716, R392261, R392263, R392264, R417192 and R417194. In addition the parties
agree that Plaintiff will waive interest on the refund , Each party will bear their own costs and attorney's
fees. The parties will execute the attached agreed judgment reflecting the change in value.
If this accurately reflects our agreement, please sign and return this letter to me for filing.
Sincerely,
!(r
Sandra Griffin
Agreed:
avi : Guajardo, Jr.
A -o rney for Plaintiff`
FILED
APRAfMn - e onne
cuu�
RECEIVED °C
District C ark, Williamson Co., TX.
AMARILLO ARLINGTON AUSTIN HOUSTON • LUBBOCK MCALLEN MIDLAND TYLER WICHITA FALLS
APR 0 8 2009
WILLIAMSON CAD
Williamson Central Appraisal District
Supplementary Change 2008
Entities: GWI RFM SRR CRR W09
Parcel / Record No: R -16-4332-000A-0005 (R391716)
Name:
Address:
Address:
Address:
City, State, ZIP:
BALTGEM DEVELOPMENT CORP ET AL
ATTN: NATIONAL REAL ESTATE MGT CORP
1830 CRAIG PARK CT
#101
SAINT LOUIS, MO 63146
Legal Description: LA FRONTERA SECS 1 & 2 RESUB, BLOCK A, LOT 5, ACRES 8.404
Situs Address: 140 SUNDANCE PKWY ROUND ROCK, TX 78681
Personal Property Value:
Improvement Non-Homesite Value:
Improvement Homesite Value:
Land Non-Homesite Value:
Land Homesite Value:
Ag Market Value:
Ag Use:
Old Value New Value
8,941,728 8,261,069
2,745,585 2,745,585
Total Appraised Value: 11,687,313 11,006,654
Non -Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 11,687,313 11,006,654
Frozen Tax:
Year: Amount:
Reason for Changes: P r attached Agreed Judgment signed 4/8/09
Alvin Lankford, Chief Apprai -/ / ; ' Date: 04/27/09
Appraiser:
Supplement #
Date:
Williamson Central Appraisal District
Supplementary Change 2008
Entities: GWI RFM SRR CRR W09
Parcel / Record No: R -16-4332-000A-0003 (R392261)
Name:
Address:
Address:
Address:
City, State, ZIP:
BALTGEM DEVELOPMENT CORP ET AL
ATTN: NATIONAL REAL ESTATE MGT CORP
1830 CRAIG PARK CT
#101
SAINT LOUIS, MO 63146
Legal Description: LA FRONTERA SECS 1 & 2 RESUB, BLOCK A, LOT 3, ACRES 8.641
Situs Address: 120 SUNDANCE PKWY ROUND ROCK, TX 78681
Personal Property Value:
Improvement Non-Homesite Value:
Improvement Homesite Value:
Land Non-Homesite Value:
Land Homesite Value:
Ag Market Value:
Ag Use:
Old Value New Value
7,455,098 6,856,509
2,823,015 2,823,015
Total Appraised Value: 10,278,113 9,679,524
Non -Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 10,278,113 9,679,524
Frozen Tax:
Year:
Amount:
Reason for Changes: Per attached Agreed Judgment signed 4/8/09
Alvin Lankford, Chief Apprais
Date: 04/27/09
Appraiser: Date:
Supplement # 9
Williamson Central Appraisal District
Supplementary Change 2008
Entities: GWI RFM SRR CRR W09
Parcel / Record No: R -16-4332-000A-0007 (R392263)
Name: BALTGEM DEVELOPMENT CORP ET AL
Address: ATTN: NATIONAL REAL ESTATE MGT CORP
Address: 1830 CRAIG PARK CT
Address: #101
City, State, ZIP: SAINT LOUIS, MO 63146
Legal Description: LA FRONTERA SECS 1 & 2 RESUB, BLOCK A, LOT 7, ACRES 0.771
Situs Address: 116 SUNDANCE PKWY ROUND ROCK, TX 78681
Personal Property Value:
Improvement Non-Homesite Value:
Improvement Homesite Value:
Land Non-Homesite Value:
Land Homesite Value:
Ag Market Value:
Ag Use:
Old Value New Value
2,962,122 „ 2,766,139
403,020 403,020
Total Appraised Value: 3,365,142 3,169,159
Non -Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 3,365,142 3,169,159
Frozen Tax:
Year:
Amount:
Reason for Changes: P r attached Agreed Judgment signed 4/8/09
Alvin Lankford, Chief Apprais
Date: 04/27/09
Appraiser: Date:
Supplement # 9
Williamson Central Appraisal District
Supplementary Change 2008
Entities: GWI RFM SRR CRR W09
Parcel / Record No: R -16-4332-000A-0008 (R392264)
Name:
Address:
Address:
Address:
City, State, ZIP:
BALTGEM DEVELOPMENT CORP ET AL
ATTN: NATIONAL REAL ESTATE MGT CORP
1830 CRAIG PARK CT
#101
SAINT LOUIS, MO 63146
Legal Description: LA FRONTERA SECS 1 & 2 RESUB, BLOCK A, LOT 8/PT, ACRES 20.631
Situs Address: 101 SUNDANCE PKWY ROUND ROCK, TX 78681
Personal Property Value:
Improvement Non-Homesite Value:
Improvement Homesite Value:
Land Non-Homesite Value:
Land Homesite Value:
Ag Market Value:
Ag Use:
Old Value New Value
35,197,639 32,755,216
6,740,145 6,740,145
Total Appraised Value: 41,937,784 39,495,361
Non -Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 41,937,784 39,495,361
Frozen Tax:
Year:
Amount:
Reason for Changes: Per attached Agreed Judgment signed 4/8/09
Alvin Lankford, Chief Apprais
Date: 04/27/09
Appraiser: Date:
Supplement # 9
Williamson Central Appraisal District
Supplementary Change 2008
Entities: GWI RFM SRR CRR W09
Parcel / Record No: R -16-4329-000A-0001 (R417192)
Name:
Address:
Address:
Address:
City, State, ZIP:
BALTGEM DEVELOPMENT CORP ET AL
ATTN: NATIONAL REAL ESTATE MGT CORP
1830 CRAIG PARK CT
#101
SAINT LOUIS, MO 63146
Legal Description: LA FRONTERA SECS 1 & 2 RESUB (REPLAT LT 6),
BLOCK A, LOT 1, ACRES 6.587
Situs Address: 180 SUNDANCE PKWY ROUND ROCK, TX 78681
Personal Property Value:
Improvement Non-Homesite Value:
Improvement Homesite Value:
Land Non-Homesite Value:
Land Homesite Value:
Ag Market Value:
Ag Use:
Total Appraised Value:
Non -Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value:
Frozen Tax:
Old Value New Value
3,022,059 2,712,372
2,295,440 2,295,440
5,317,499 5,007,812
5,317,499 5,007,812
Year:
Amount:
Reason for Changes:
Alvin Lankford, Chief Appra
is r - tached Agreed Judgment signed 4/8/09
er'/� /
r
Date: 04/27/09
Appraiser: Date:
Supplement # 9
Williamson Central Appraisal District
Supplementary Change 2008
Entities: GWI RFM SRR CRR W09
Parcel / Record No: R -16-4329-000A-0003 (R417194)
Name:
Address:
Address:
Address:
City, State, ZIP:
BALTGEM DEVELOPMENT CORP ET AL
ATTN: NATIONAL REAL ESTATE MGT CORP
1830 CRAIG PARK CT
#101
SAINT LOUIS, MO 63146
Legal Description: LA FRONTERA SECS 1 & 2 RESUB (REPLAT LT 6),
BLOCK A, LOT 3, ACRES 1.026
Situs Address: 220 SUNDANCE PKWY ROUND ROCK, TX 78681
Personal Property Value:
Improvement Non-Homesite Value:
Improvement Homesite Value:
Land Non-Homesite Value:
Land Homesite Value:
Ag Market Value:
Ag Use:
Old Value New Value
2,022,714 1,859,362
782,128 782,128
Total Appraised Value: 2,804,842 2,641,490
Non -Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 2,804,842 2,641,490
Frozen Tax:
Year:
Amount:
Reason for Changes:
Alvin Lankford, Chief Apprai
a`.c -• A% eed Judgment signed 4/8/09
I
Date: 04/27/09
Appraiser: Date:
Supplement # 9
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COUNT OF REFUND CHECKS