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R-13-07-11-E6 - 7/11/2013RESOLUTION NO. R -13-07-11-E6 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, Inland Western Round Rock Forest Commons LP has made an overpayment or erroneous payment of 2010, 2011 and 2012 taxes in the amount of $3,718.34; 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 $3,718.34. 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. RESOLVED this 11th day of July, 2013. ATTEST: SARA L. WHITE, City Clerk O:\wdox\SCCInts\0112\ 1304\MUNICIPAL\00277872. DOC ALAN MCGRAW, Mayor City of Round Rock, Texas ROUND ROCK, TEXAS PURPOSE RMSrOKnu , nt City of Round Rock Agenda Item Summary Agenda Number: E.6 Title: Consider a resolution authorizing property tax refunds to Inland Western Round Rock Forest Commons Ltd, for 2010, 2011 and 2012 taxes totaling $3,718.34. Type: Resolution Governing Body: City Council Agenda Date: 7/11/2013 Dept Director: Cheryl Delaney, Finance Director Cost: $3,718.34 Indexes: General Debt Service Fund Attachments: Resolution, Inland Tax Refund Text of Legislative File 13-503 State law requires that property tax refunds in excess of $500 be approved by the governing body. These refunds are the result of agreed judgments approved by the appraisal district reducing the taxable values on the 2010, 2011 and 2012 tax rolls. Cost: $3,718.34 Source of Funds: General Debt Service Fund Staff recommends approval. 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E.0 0 0 0 0 0 n2 Ok o X 0 X o X 0 x o U 0 j 0 ▪ to Z 0 0 U U U N.. 1••10 ct w m 44 0l 44 m 14 m w m w .n x .n x N U N U U ED z U En 0 .n 0 .n U H .4 tel EA. 5 5 FOR ACCOUNT TOTAL AMOUNT DUE n TOTAL ALL ACCOUNTS COUNT OF REFUND CHECKS 625 F.M. 1460 Georgetown, Texas 78626 (512) 930-3787—Austin Metro (512) 930.0391— Facsimile www.wcad.orq Board of Directors Harry Gibbs, Chairman Deborah Hunt, Vice Chairman Cecilia M. Crowley, Secretary Rufus Honeycutt Charles Chadwell Chief Appraiser Alvin Lankford (512) 931-7826 alvinl@wcad.org "We will provide quality service with the highest standards of professionalism, integrity and respect. We will uphold these standards while providing an accurate, fair and cost-effective appraisal roll in compliance with the laws of the State of Texas " May 30, 2013 Steve Norwood, City Manager City of Round Rock (CRR) 221 E. Main Round Rock, TX 78681 Re: Cause No: 10-1090-C26; Inland Western Round Rock Forest Commons Limited Partnership v. Williamson Central Appraisal District Dear Mr. Norwood: A settlement has been reached on the attached referenced lawsuit for the tax years 2010, 2011, and 2012. The settlement was the result of an Agreed Judgment between the District and the Plaintiff in this suit. The Plaintiff has agreed to waive the interest due, if the refund is paid within sixty (60) days of the change being certified to the assessor by the Appraisal District. (Please see attached Agreed Judgment) If you have any questions, please feel free to call. Sincerely, ,4e za4ofed Alvin Lankford Chief Appraiser AL/abl Enclosure Vcc: Forrest Child, A/C cc: Cheryl Delaney, Finance Director CRR 1 F - Z ❑ W 0> 0 Y z TAXING JURISDICTIONS W ❑ Q J ❑ r W � W m as U LAWSUIT NAME PROPERTY tL w ce U 5 a 0 U 0 O 0 GWI RFM SRR CRR J01 W09 0 O N 10-1090-C26 N G) O LL o. L U O cc c 'O C o0 m CC ai N c 0 v c E fs �U R427401, R427407 U M N CO GWI RFM SRR CRR J01 W09 O N 10-1090-C26 0 LL C2 Y .0 U N O c V m o 0 ai E N G1 c o E E o c U R427401, R427407 U GWI RFM SRR CRR J01 W09 N O N N O N N O 10-1090-C26 N O u. a Y t O CL c 5a 0 « m E 2 J N y co 30 a E c E 10 cU R427401, R427407 Williamson Central Appraisal District Supplementary Change 2010, 2011, 2012 Entities: Parcel / Record No: Name: Address: Address: Address: City, State, ZIP: Legal Description: GWI RFM SRR CRR J01 W09 R -16-5559-000A-0001 (R427401) INLAND WESTERN ROUND ROCK FOREST COMMONS LP PO BOX 9273 OAK BROOK, IL 60522 SEE ATTACHED AGREED JUDGMENT Situs Address: 3750 GATTtS SCHOOL RD, ROUND ROCK, TX 78665 Personal Property Value: Improvement Non-Homesite Value: Improvement Homesite Value: Land Non-Homesite Value: Land Homesite Value: Ag Market Value: Ag Use: Total Market Value: Non -Taxed Exempt: Homestead: Over 65: Disabled Veterans: Homestead Disability: Total Taxable Value: Supplement #: Frozen Tax: N/A 2010 Old 1ii 2010 New Value iii Value 2011 OId IT 2011 New Value f Value 2012 OId 2012 New Value Value ii 2,343,483 iii 2,254,683 2,347,185:;x; 2,235,599 2,329,601 ; 2,059,261 iii 906,5171:: 906,517 925,601:1;; 925,601 1,001,939:;: 1,001,939 3,250,0001:1 3,161,200 3,272,786;;6; 3,161,200 3,331,540:'; 3,061,200 3,250,0006:1 3,161,200 3,272,786:;6: 3,161,200 3,331,540166 3,061,200 33 22 9 Reason for Changes: Per attached Agreed Judgment signed 5/21/13 Alvin Lankford, Chief Appraiser 5/28/2013 Williamson Central Appraisal District Supplementary Change 2010, 2011, 2012 Entities: GWI RFM SRR CRR J01 W09 Parcel / Record No: R -16-5559-000A-0007 (R427407) Name: Address: Address: Address: City, State, ZIP: INLAND WESTERN ROUND ROCK FOREST COMMONS LP PO BOX 9273 OAK BROOK, IL 60522 Legal Description: SEE ATTACHED AGREED JUDGMENT Situs Address: 3720 GATTIS SCHOOL RD, ROUND ROCK, TX 78665 Personal Property Value: Improvement Non-Homesite Value: Improvement Homesite Value: Land Non-Homesite Value: Land Homesite Value: Ag Market Value: Ag Use: Total Market Value: Non -Taxed Exempt: Homestead: Over 65: Disabled Veterans: Homestead Disability: Total Taxable Value: Supplement #: Frozen Tax: N/A 2010 Old Value 11 ii ii 2010 New Value 2011 Old Value 2011 New Value 2012 Old iii 2012 New Value Value 2,157,1581:1 2,004,264 2,244,944::: 2,083,744 2,167,993 iiii 2,067,848 755,056::: 755,056 770,952;'; 770,952 834,536 iii 834,536 3,000,000::: 2,838,800 2,938,945:11€ 2,838,800 2,991,6941:1 2,838,800 3,000,000';' 2,838,800 2,938,94511i 2,838,800 2,991,6941':; 2,838,800 33 22 9 Reason for Changes: Per attached Agreed Judgment signed 5/21/13 Alvin Lankford, Chief Appraiser 5/28/2013 CAUSE NO. 10-1090-C26 INLAND WESTERN ROUND ROCK FOREST COMMONS LIMITED PARTNERSHIP, INT +' DISTRICT COURT Plaintiff, v. WILLIAMSON COUNTY, TEXAS WILLIAMSON CENTRAL APPRAISAL DISTRICT, Defendant. 26 JUDICIAL DISTRICT AGREED JUDGMENT CAME TO BE HEARD, Inland Western Round Rock Forest Commons Limited Partnership, Plaintiff, and Williamson Central Appraisal District, Defendant, appearing by and through their attorneys of record, and announced to the Court that the parties desired to resolve and settle the matters in controversy in order to avoid the trouble, expense, and uncertainty of litigation. The parties announced that they have reached a final settlement regarding all issues of law and fact, including the appraised value of Plaintiffs property. Having heard these announcements and reviewed the evidence and arguments of counsel, the Court is of the opinion that such terms and conditions are well taken and should form the basis of judgment. IT IS THEREFORE ORDERED, ADJUDGED, AND DECREED that the following stipulations are agreed by the parties and entered by the Court'as its judgment. • 1. The undersigned parties agree and stipulate that bona fide disputes and controversies. exist between the parties concerning the market or appraised value of the subject property. 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#lending, 610 or to arise in the future, including subsequent disputes concerning the nisSe�al� 1✓�� 147 the subject property within Defendant's jurisdiction. The agreement is not inteeu l pgi bparty District Clerk, Willlorneon Co., RECEIVED WILLIAMSON CAD -n as an admission concerning the issues in dispute nor shall it be represented by either party as to the other as an admission. Further, the existence, terms, and contents of this Agreed Judgment shall not be admissible in any judicial or administrative proceeding as against either party, except as may be necessary to enforce the terms and conditions of said judgment. 2. Pursuant to Section 42.41, Texas Tax Code, Defendant Williamson Central Appraisal District shall revise the 2010, 2011 and 2012 appraisal rolls to reflect the following appraised value for the property that is the subject of this lawsuit: Account No. Description 2010 Value 2011 Value _ 2012 Value R427401 Stonecrest Retail $3,161,200 $3,161,200 $3,061,200 Sub, Block A, Lot 1, acres 3.651 R427407 Stonecrest Retail $2,838,800 $2,838,800 $2,838,800 Sub, Block A, Lot 7, acres 3.041 TOTAL $6,000,000 $6,000,000 $5,900,000 3. The undersigned parties shall, as soon as possible following execution of this Agreement, do or cause their attorneys to do whatever is reasonably necessary to effect this Agreement. Defendant Williamson Central Appraisal District shall advise the appropriate assessor -collector to (1) change the tax roll and other appropriate records according to the terms of this Agreement; (2) prepare and deliver a corrected supplemental tax bill as required by Chapters 31 and 42, Texas Tax Code; and (3) refund to Plaintiff any amount due pursuant to Section 42.43, Texas Tax Code, except for any interest on the refund which is hereby waived by Plaintiff if the refund is paid within 60 days of the change being certified to the assessor by the Appraisal District. 4. Pursuant to Tax Code sections 42.43 (f) and 42.43 (g), the property owner has made a designation for refund purposes. See attached completed Form 50-765, Exhibit A. 2 RECEIVED . 5128/13 WILLIAMSON CAD 5. All costs and attorneys fees are to be borne by the party incurring them. 6. All other relief not specifically granted herein is denied. Signed this day of 3 RECEIVED 5/28/13 WILLIAMSON CAD APPROVED AS TO FORM AND SUBSTANCE; /407694 atatRAiliL--k Melinda D. Blackwell State Bar No. 02408400 Rick L. Duncan State Bar No. 24013891 BLACKW1 LL & DUNCAN PLLC 15851 North Dallas Parkway, Suite 600 Addison, Texas 75001 (214) 561-8662 (214) 561-8663 (fax) ATTORNEYS FOR PLAINTIFF Robert Mott State Bar No. 14596450 Sandra Griffin State Bar No. 00791280 Christopher S. Jackson State Bar No. 00796816 Carol Barton State Bar No. 00783610 Michael W. Balcezak State Bar No. 24012236 PERDUE, BRANDON, FIELDER, COLLINS & MOTT, L.L.P. 3301 Northland Dr., Suite 505 Austin, Texas 78731 (512) 302-0190 (512) 323-6963 (fax) ATTORNEYS FOR DEFENDANT 4 RECEIVED 5/28113 WILLIAMSON CAD .. � •71:41:.• ..ch'ric ti ^LX'iTli:. • ' '=.i:°.`lrL 1�r�d>_:`'$-;•�: .:2y,,,;,,, :1 LGT: _ _a�.•s_. Ao-".,rr SY.:! n:f.R"s..- ._._. ''?: i:: t'w. r:.11j�:r� •�;,ti; Ss! Designation of Tax Refund Property Tax Form SO -765 Pursuant to Texas Tax Code Section 42.43, a property owner who prevails in an appeal of an appraisal review board determination of value to district court may designate to whom and/or where a property tax refund is to be sent. By oompieting this form, you (Property owner) designate the following individual to receive the refund resulting from a post appeal judgment. The entire form must bo completed for the local tax office to process the refund. IJ ti`f • j� ()136. "rti .S"• c:'-sM "• = 1�..=:� �..o /�� r:Fc...+:>�:7`n r r� - r ..r ., -7 x: i..... _�• Y'Cr.3:t: Srr.. r.?:. ^rJt) t:i. t• l.r�i+.� !) ...c�:�: t.._ . �:} CorcctMg iiaxfng Vnp) Mee Hama �• ROUND ROCK iSD TAC OFFICE Mo1G10 Address 1311 ROUND ROCK AVE. t:fty, town or Post Office. 6tate. ZIP Code ROUND ROCK, TX -78681 • PFt7pEBi Y 411U'. FSxi l,• = > Y <z:s: :.ra s, ;�,:::,+::.;; _....,.. _,.s _�! fi'I�IiORh7A(70�1c i$,_ ;. •t a�}� ,:t7 G i +c c �r v w '•`� L .r _.__t_a�.�(, �)`.e'>'!L �...L..:.l�S.-�u•'i�S ..!1Y� ' �•.t ,• -: =l- ProparlY Owner Narno and Address:� �•-,x:..b...... L..u... d,_. _,_ccr ?...• s,C;}pi`,-�=c�?:, Inland Western Round Rook Forest Commons Limited Partnership - 2021 Spring Road, Oak Brook, IL 60623 Property Oesedptton: fnrui° B(ir _.._.. ......_ _ .rVcdTcrxren,uothe/hrnmurE•A, tlg1).7eJwatImumbseeacni rordczefy llm(rtyr,•:y(Ytaxis 9 owyr,f irr; .:eroze)Rj •. _•_..,_.. . Stonecrest Retail Subd.1 Block A Tots. 1 & Properly Account Number cr Statement Number: R427401.& R427407 Plnol Judgment Cave Number. name provide c aaa rruad aq 10-1090-C28 };: Kms: r;.Y �• )}$,R11CiNtUj NT /NAB f!_..- �S`�^•wK �'' ` "': ,c �+ f t l;i y >` t .. 1 �'. .:':i1t " ''T�:;, ti'> .�!,. � _{t�_.ac...Y.+.._� r i?+'.�L`.aY...tip..fig.i^'.ri:'v'�..,..lit?k�:i`•,i;'��J+>,{..=.,.y.� ,.;...^�C..�..,r:`��'�• 1 am the property owner or a duly authorized representative of theY taxes arising from an appealproperfy owner entitled to a refund of ad valorem the roe under Texas Tax Code Chapter 42. By executing this Assignment of Right to a Refund, property rty owner assigns all rights and Interest to receive the tax refund herein. Michael Hazinski "'-- •- ••• • , horoby designate Um Wand on the above named properly bo sent to tho following: Pbaao chock opprupdelo box fcheck only one box) © Property Ovmor - If %IN dil(orent address than above Inform lion. pease provide to 1ha opo holo,: O Bust:was office of alto:nay of recon( In the appeal totaled at the farming rnrilug oddness: O Another(ndlvidual and Address ra dealgnated fn the fopovdng tntormatlon: Hama Michael Hazinksl morass 2021 Spring Road ciy Oak Brook Stale IL 60523 �_�_`.I�iN?�'�E'Ap• 711:AT' ����;;,y:s#�>��ti'ti���t'�.c?eZc�'+,c,=:k�.;ay.-,;G:.;�a' 't:•- •.a_y ", x• Y:.. r3-.r.:s�T!!. :�i�-�"_.'%n?.� �• �y�'r� c•\ Z �i � �i� �?';„y�i:�.�,Tti ��a-�<<s•. \.yi`?� -.iiI'...^� �i7�b�i:i`•�:+`:;v, ”` is }••2" Property Owner or DutyIitithpzcd17epro en ThePrnfs,}!y lox Astril::u[t f}.,r,:yn111 (ht., t x ::n •rtlt ..!_:x11:1 a as n}(rUsli4r 41 l°utlu• ae rq:r::t+;ua:e:lGil pr::(1 WI' to 'ma :a: K7.o�:'•1r. Ivl 1:en i::r.. 14G4:::rgrq; r:a� :o:'.:rj�•}}yS:.:;i t}rla••l::r4!i .:pita Sfi ((mo h.):dnr. 5114/13 Date for mare nliarrlralinn. er5.t aur Yid) ule. vivAv.wirtdow.State.tx.us/laxinfo/p/001aX SgMeS • 0?•o7n_ RECEIVED 5/28/13 WILLIAMSON CAD HIBIT A RECEIVED 5/28113 WILLIAMSON CAD