R-12-08-23-E2 - 8/23/2012 I.
RESOLUTION NO. R-12-08-23-E2
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, Crest SC LP has made an overpayment or erroneous
payment of 2009 taxes in the amount of$3,174.65; 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$3,174.65.
The City Council hereby finds and declares that written notice of the date, hour, place and j
i
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.
RESOLVED this 23rd day of August, 2012.
W51NhIf4ifLd
ity of Round Rock, TexasMa OR ?RD--i-_�
ATTEST:
ea(�-
SARA L. WHITE, City Clerk
O:\wdox\SCC1nts\0112\1204\MUNICIP AL\00256239.DOC
r
,> Ci Council Agenda Summar Sheet
ROUND ROCK,TEXAS City g Y
PURPOSE PASSION PROSPERITY.
i
Agenda Item No. E2. -CONSENT
Consider a resolution authorizing a property tax refund to Crest SC LP for 2009 taxes in
Agenda Caption: the amount of$3,174.65.
Meeting Date: August 23, 2012
I.
Department: Finance §`
Staff Person making presentation: Cheryl Delaney
Finance Director
R
Item Summary: i
State law requires that property tax refunds in excess of$500 be approved by the governing body. This refund is the
result of an agreed judgment approved by the appraisal district reducing the taxable value on the 2009 tax rolls.
a
1
Cost: $3,174.65
Source of Funds: General Fund
Date of Public Hearing(if required): N/A
Recommended Action: Approval
x
i
{
a
i
I
06/26/2012 ,09:53,!.-32 '
' TAX COLLI3CTION SYSTEM PAGE: 1
TN536 SELECTION SEQUENCE 1239044 REFUNDS SELECTED REPORT
CITY OF ROUND ROCK FROM: 06/26/2012 TO: 06/26/2012 MINIMUM DOLLAR AMOUNT: $0
REFUNDS REPORTED FOR INSPECTION ONLY
ACCOUNT NUMBER APPR DIST # SUIT DEPOSIT REFUND
UNP TOT YEAR UNIT OWNER NAME REC TYPE RECEIPT DATE REMITTANCE# STAT AMOUNT REASON(S)
5507-0000-0005A R347834 RF120626 20120626
2009 2 CREST SC LP TL 136642657 06/26/2012 15201806 DA 3,174.65
CHECK PAYEE:CREST SC LP STEEPLECHASE DOWNS AMENDED, LOT 5- CHECK TOTAL: 3,174.65
1400 CIVIC PL ACRES 17.1253
STE 225
SOUTHLAKE TX76092
TOTAL AMOUNT DUE FOR ACCOUNT .00
TOTAL ALL ACCOUNTS 3,174.65
COUNT OF REFUND CHECKS 1.00
AtXWCAD
625 F.M.1460
Georgetown,Texas 78626
(512)930-3787—Austin Metro June 25, 2012
(512)930-0391—Facsimile
6
www.wcad.om
}
Steve Norwood, City Manager
Board of Directors City of Round Rock(CRR)
221 E. Main
Harry Gibbs,Chairman '
Round Rock,Texas 78681
Deborah Hunt,Vice Chairman
Cecilia M.Crowley,Secretary Re: Cause No: 09-775-C368; Crest SC LP (Steeplechase Apartments) v.Williamson
Rufus Honeycutt
Central Appraisal District I
Charles Chadwell
Dear Mr. Norwood:
A settlement has been reached on the attached referenced lawsuit for the tax year
2009. The settlement was the result of an Agreed Judgment between the District
Chief Appraiser and the Plaintiff in this suit. The Plaintiff has agreed to waive the interest due, if
the refund is paid within ninety (90) days of the date the change is certified to the
Alvin Lankford
(512)931-7826 tax assessor by the AppraisalDistrict. (See attachedg
ict. SRule 11 Agreement and
Agreed Judgment).
alvinl@wcad.ors
If you have any questions, please feel free to call.
l
Sincerely,
"We will provide quality €
service with the highest �G��
standards ofprofessionalism,
integrity and respect We Alvin Lankford
will uphold these standards Chief Appraiser
while providing an accurate,
Air and cost-effective AL/abl
appraisal roll in compliance
with the laws ofthe State of
Tem b Enclosure
cc: Forrest Child,A/C cc: Cheryl Delaney, Finance Director CRR
f
I
Williamson Central Appraisal District
Supplementary Change 2009
Entities: GWI RFM SRR CRR J01 W09
Parcel/Record No: R-16-5507-0000-0005A(R347834)
r
Name: CREST SC LP
Address: 1400 CIVIC PL
Address: STE 225
Address:
City,State,ZIP: SOUTHLAKE,TX 76092
Legal Description: SEE ATTACHED AGREED JUDGMENT
Situs Address: 515 E PALM VALLEY BLVD ROUND ROCK TX 78664
Old Value New Value
Personal Property Value:
1-
Improvement Non-Homesite Value: 19,783,441 18,982,996
Improvement Homesite Value:
Land Non-Homesite Value: 2,237,934 ; 2,237,934
Land Homesite Value: '
Ag Market Value:
Ag Use:
Total Appraised Value: 22,021,375�+y 21,220,930
Non-Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 22,021,375 s� 21,220,930
Frozen Tax: Year: % Amount:
Reason for Changes: Per Agreed Judgment signed 6/19/12
Alvin Lankford,Chief Appraiser Date: 6/22/2012
Supplement# 36
t
E
i
t
i
PerdueBrandonFielderCollins&Mott LLP
ATTORNEYS AT LAW
3301 Northland Dr.
SUITE 505
AUSTIN,TEXAS•78731
TELEPHONE 512302-0190
FAX 512-323-6963
www.pbfcm.com
I
RULE 11 AGREEMENT
g
June 8,2012
VIA E-MAIL&FACSIMILE(972)931-9208
Ms.Amy Reilly,Sallusti
Geary,Porter&Donovan,P.C.
One Bent Tree Tower
16475 Dallas Parkway,Suite 400
Addison,Texas 75001-6837
RE: Cause No. 09-775-C368; Crest SC LP (Steeplechase Apartments) v. Williamson Central
Appraisal District
Dear Amy:
I
The parties have agreed to settle this lawsuit b setting the value at $21220 930 for 2
Y g 009 for
account number 8347834. In addition the parties agree that Plaintiff will waive interest on the refund so
long as the refund is paid within 90 days of the date the change is certified to the tax assessor by the
Appraisal District. Each party will bear their own costs and attorney's fees. The parties will execute the
attached agreed judgment reflecting the change in value.
These stipulations are entered into by the parties solely for the purpose of compromising and
settling their various claims, each as to the other. No other use of this stipulation may be made by the
parties concerning the claim of either party as to the other, whether having arisen in the past, now
pending, or to arise in the future, including subsequent disputes concerning the market or appraised value
of the subject property within Defendant's jurisdiction. The agreement is not intended by either party as
an admission concerning the issues in dispute nor shall it be represented by either party as to the other as
an admission.
Pursuant to Tax Code sections 42.43(f) and 42.43(8),the property owner has made a designation
for refund purposes. See attached completed Form 50-765,Exhibit A.
If this accurately reflects our agreement, please sign and return this letter and completed Form
50-765 to me for filing. FILED
at o'clock___-_M
JUN 1 h 2012
AMARILLO ARLINGTON AUSTIN CONROE HOUSTON LUBBOCK
MCALLEN MIDLAND SAN ANTONIO TYLER WICHITA FALLS
RECEIVED
Wstrlot Clerk,Williamson t LCI 12
ON CAD
R1 t Settlement Agreement-Cause No.09-775-C368;Crest SC Ll' Stee lechase
Williamson Central Appraisal District p Apartments)v.
Page 2 of 2
• 4
f'
*dmrariiffin�$l
2'
Attorney for Defendant
I
Agreed:
f
Amy Reitit S ksti
Attomey or Plaintiff
S
Y
I
ynni.'
e
I.
R
I
h:
g
b-
E
f
t
k,
i
RECEIVED
6122/12
WILLIAMSON CAD
i
/
(
, (
p . {
[
� , {
` (
[
(
. (
� (
� (
[
/
[
(
� (
{
. (
[
r
� (
� . [
. (
(
� (
(
� (
: {
(
(
/
{
� {
(
� (
\
(
{
(
� (
EXHIBIT
� {
RECEIVED [
mS2
mUasNcD (
Property Talc
Designation of Tax Refund Foye
Pwaumd toTmeTex Cate Sacfion 42AS.a properly owner who prowMe[man appeal of on spprdo d radew boats detennirtatien of value
to dshtoteourt may daeignate to whom endlor where a property Ilex mound ha to be cont:
aremop ingefdefemt,ysu(Pnapertyownsr)pwObthattherefundrm wngfromapostaPPoelladgrnetrtwittbedelftredtothedeeig-
WAdindwiduelortlrm:Tbeentirelmn nxwl becampletedtor thetocal Uxopim for prows*the refund
afteap(aoomaAAgorroarrana
R=W flack lndependwa Schow DMft
fftox�•
1311 Ratmd Rod*Avenue
CU 11moa.eoelorlon,Soft ZIPCoda
RomW-Rock,Texas 76881
Pppagy atwrr Idraa oed Ildmais:
CrestSC LP
1400 Chic place.Sella 225 ff
SGUMMa,TX 76092
Thr 1���►aaQarpdtono►orwrhfvrneYon/ion,gp�a�snrroeordsa�cknt0orda�ElyrkryroparCya acach sogpyorew�irrooapf,)
SWeAdmiss Downs Amended.Lot GA.Ackes 1712.53
wepeigrtoenur�t NSnt+erer8msomma rAie�bet:
347834
Raaf dud�tpN Carve NumEet:(PAmtepemklo w�lirvraaDea)
09.77642"(2009 tax year)
lafrtthe propettyowneroraduly authauimd mpresmtlativeof ihepmpatty*wwrmOftdtoa reftmd clad vabmmtnmarls.
ingffam an appeal underTOMTmt Cot*Chapter 42.Rl►exM410g this Assignmeftt of MO to a Rafund.th+e Party awfter
ns all dghte and htt FM for the lair refund/o be ddWKed tro rho des%now indlvldeai erfirm.
i
r. Kew6MB1gtm .nawosraor damo�u+maanamaoavnomadpaponyeoaaa+aenorouoMrag
.P.1,ereseenodcajpraspHataom�(nmekonyoiwemq j
1si Propa�HOw�Mt—q odnp drlxard adCloasgan abaw pm�mwlan,iCamoFwldan►p�a.pe�a b9�r
CiawY�afeot9oeolaaornerarooadlnoieappeettoeamdereefoeorigrq�IInpeddreu:
Q MortprbKRvlOugenO oaQro6s ardislenafoa retne 6doeeip rd�emdwr.
Wm�w
ACdrcie
Cnr
creta
ZIP
lhramea.
Um
ihoPioperlrlex0.ssteteuroeONi_tonettlrefexeaCarrotroltatolPobLcAocow�OrOrovldoaPcopettyfax �For nwemiamotian,vmlowvftbSb: f
I infotrttetioitettdteeatroesbraoepayore,toes!fetdrtpen86ee,oPAtNset�petriotamrfappreteetteviewbaa�ds www.MndowAtatetLueHexhtfolpmptex I
• SP7lLc•O6rdS ,
RECEIVED
6/22/12
CAD