R-03-05-22-11C4 - 5/22/2003Mayor
Nyle Maxwell
Mayor Pro-tem
Tom Nielson
Council Members
Alan McGraw
Carrie Pin
Scot Knight
Isabel Gallahan
Gary Coe
City Manager
Jim Nuse
City Attorney
Stephan L. Sheets
ROUND ROCK, TEXAS
PURPOSE. PASSION. PROSPERITY
May 28, 2003
Mr. Forrest Child
Round Rock ISD Tax Office
1311 Round Rock Avenue
Round Rock, TX 78681
Dear Mr. Child:
The Round Rock City Council approved Resolution No. R- 03- 05 -22-
11C4 at their regularly scheduled meeting on May 22, 2003. This
resolution approves the property tax refund to Legends Village, LP for
2001 taxes in the amount of $1,142.04.
Enclosed is a copy of the resolution for your files. If you have any
questions, please do not hesitate to David Kautz at 218 -5401.
Sincerely,
104
Sherri Monroe
Assistant City Secretary
Enclosure
CITY OF ROUND ROCK Administrative Dept, 221 East Main Street • Round Rock, Texas 78664
Phone: 512.218.5400 • Fax: 512 218.7047 • www.ci. round- rocktx.us
RESOLUTION NO. R- 03- 05- 22 -11C4
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, Legends Village, LP has
made an overpayment or erroneous payment of 2001 taxes in the
amount of $1,142.04; 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 $1,142.04.
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.
®PFOesktop \::OOMA /WORI.W% /O: /W00%/
50LUSI/R30522O4. WP13/5C
I
A TEST:
RESOLVED this 22nd day of May, 2003.
Ai. ,_ AJ4!
CHRIS INE R. MARTINEZ, City Sec
1iI•
E ELL, Mayor
p ity of Round Rock, Texas
ary
04/08/2003 07:07:12 TAX COLLECTION SYSTEM
TC536 REFUNDS SELECTED REPORT
ADJUSTMENT REFUNDS FROM: 04/07/2003 TO: 04/07/2003
MINIMUM DOLLAR AMOUNT: $ 0
PAGE: 1
ACCOUNT NUMBER SUIT
UNP TOT YEAR UNIT OWNER NAME PENDING RECEIPT DATE VALIDATION# STAT AMOUNT ADJ REASON(S)
0297- 0000 -0068D
P 2001 02 LEGENDS VILLAGE L P 20064011 04/07/2003 30407071943 RF 445.40 VALUE DECREASED
CHECK PAYEE: LEGENDS VILLAGE L P CHECK TOTAL: 445.40
STE 400
5255 VILLAGE CREEK DR
PLANO TX 75093-
0297- 0000 -0068E
P 2001 02 LEGENDS VILLAGE L P 20064012 04/07/2003 30407072128 RF
CHECK PAYEE: LEGENDS VILLAGE L P
STE 400
5255 VILLAGE CREEK DR
PLANO
TOTAL POST PERIOD CREDIT 0.00
TX 75093-
CHECK TOTAL:
TOTAL ALL ACCOUNTS 1,142.04
696.64 HB2525 ADDED
VALUE DECREASED
696.64
Williamson County Appraisal District A C R D S Y S T E M
THE SOFTWARE GROUP, INC. 2001 SUPPLEMENTAL ROLL #21, CORRECTIONS FOR ENTITIES: CRR, SRR
OWNER NAME AND ADDRESS
R055319 (504558)
R -16- 0173 -0000 -0029
PINE KENNETH J JR & WISAM B
500 CR 117
GEORGETOWN, TX 78626 -7479
R330574 (420024)
R -16- 0284- 0000 - 0 2 78
ORTEGA NARCISO
1201 LYNDA SUE ST
ROUND ROCK, TX 78681 -7316
R407646 (513533)
R -16- 0297- 0000 - 0068D
LEGENDS VILLAGE L P
STE 400
5255 VILLAGE CREEK DR
PLANO, TX 75093
EXEMPT: HS
PROPERTY DESCRIPTION
AW0173 DONAHO, W. JR. SUR., ACRES
4.9958
SITUS: 500 117 CR RR
GEORGETOWN, TX 78626
ENTITIES: GWI, SRR, RFM
LAND SPTB: Al, IMP SPTB: Al
SUPP CODE: CV - CHANGE IN VALUE
ACP; COMBINE MOBILE HOME BACK FROM
0173- 0000- 0029M1 (R409628) FOR
MORTGAGE PURPOSE PER OWNER REQUEST.
AW0284 HARRELL, J.M. SUR., ACRES
0.60. AKA BLESSING SUB, LOT 28
SITUS: 1201 LYNDA SUE ST RR
ROUND ROCK, TX 78681
ENTITIES: GWI, SRR, RFM
EXEMPT: HS
LAND SPTB: A2, IMP SPTB: A2
SUPP CODE: CV - CHANGE IN VALUE
HKB; ADDED HS FOR 01 FOR ORTEGA, DD
3/3/95, APP DT 10/23/02
AW0297 HOLDER, P.A. SUR., ACRES
91.284
SITUS: PALM VALLEY BLVD 8 RR
ROUND ROCK, TX 78664
ENTITIES: GWI, RFM, SRR, CRR
EXEMPT:
LAND SPTB: D4
SUPP CODE: CV - CHANGE IN VALUE
DLB;CV PER AGREED JUDGMENT SIGNED
2/6/03
RECEIPT #
LAND HS $ 13,000
LAND NHS $ 19,473
IMPR HS $ 140,731
IMPR NHS $ 26,296
SRR ASSESSED $ 199,500
TAXABLE $ 184,500
LAND HS $ 32,670
IMPR HS $ 9,772
SRR ASSESSED $ 42,442
TAXABLE $ 27,442
0 I
244,7
LAND NHS $ 1,276,607
CRR ASSESSED $ 1,276,607
TAXABLE $ 1,276,607
SRR ASSESSED $ 1,276,607
TAXABLE $ 1,276,607
o f
24-04,47
av
44r, 4°
03/25/03 11:39am
PAGE 1
CURRENT VALUES PRIOR VALUES GAIN /LOSS
13,000
19,473
140,731
0
173,204 26,296
158,204 26,296
32,670
9,772
42,442
42,442 - 15,000
i ,QcUUlS ri.)
13, "4-T-
1,414,902
1,414,902
1,414,902
1,414,902
1,414,902
0
- 138,295
- 138,295
- 138,295
- 138,295
Williamson County Appraisal District A C A D SYSTEM 03/25/03 11:39am
THE SOFTWARE GROUP, INC. 2001 SUPPLEMENTAL ROLL #21, CORRECTIONS FOR ENTITIES: CRR, SRR PAGE 2
OWNER NAME AND ADDRESS PROPERTY DESCRIPTION
R407647 (513533)
R -16 -0297- 0000 -0068E
LEGENDS VILLAGE L P
STE 400
5255 VILLAGE CREEK DR
PLANO, TX 75093
R057117 (451616)
R-16-3110-000C-0057
MESEROLE CRAIG STEVEN AND
CLAUDIA L MESEROLE
13181 MILL STONE DR
AUSTIN, TX 78729 -2758
AW0297 HOLDER, P.A. SUR., ACRES
15.636
SITUS: PALM VALLEY BLVD E RR
ROUND ROCK, TX 78664
ENTITIES: GWI, RFM, SRR, CRR
EXEMPT:
LAND SPTB: D4
SUP? CODE: CV - CHANGE IN VALUE
DLB; CV TO AGREED JUDGMENT VALUE
SIGNED 2/6/03
ANDERSON MILL VILLAGE, BLOCK C, LOT
57
SITUS: 13181 MILL STONE DR RR
AUSTIN, TX 78729
ENTITIES: GWI, SRR, REM, M11, F90
EXEMPT:
LAND SPTB: Al, IMP SPTB: Al
SUPP CODE: CV - CHANGE IN VALUE
HIM; REMOVED HS FOR 01 PER RRISD,
APPLIED LATE
R058598 (503883)
R -16- 3367 -000P -0006 BARRINGTON OAKS SEC 6, BLOCK P, LOT
HOLMES LOUISE 6
11508 CHANCELLROY DR SITUS, 11508 CHANCELLROY DR RR
AUSTIN, TX 78759 -4416 AUSTIN, TX 78759
ENTITIES: GTR, SRR
EXEMPT:
LAND SPTB: Al, IMP SPTB: Al
SUPP CODE: CV - CHANGE IN VALUE
HKB; REMOVED 10001 PER RRISD,
APPLIED LATE
Shared GTR: 01- 6609 -0806 -0000
Value Used : GTR
RECEIPT # CURRENT VALUES PRIOR VALUES GAIN /LOSS
LAND NHS $
CRR ASSESSED $ 23,454
TAXABLE $ 23,454
SRR ASSESSED $ 23,454
TAXABLE $ 23,454
o r
37G o . 68
LAND HS $ 30,000
IMPR HS $ 77,834
SRR ASSESSED $ 107,834
TAXABLE $ 107,834
LAND HS $ 30,000
IMPR HS $ 135,000
SRR ASSESSED $ 165,000
TAXABLE $ 165,000
23,454 242,098
444, G4
242,098
242,098
242,098
242,098
30,000
77,834
107,834
30,000
135,000
165,000
- 218,644
- 218,644,
- 218,644
- 218,644
0
92,834 15,000
0
150,000 15,000
Board of Directors
Ercel Brashear, Chairman
Robert Tagge, Vice - Chairman
Deborah Hunt, Secretary
Leslie Hill
Don Paull
Bill Carroll, Chief Appraiser
wtc- woad @texas.net
Vvut-aLTIIwn (-uarci.5 i`Lj i /L/I G6wJLL6 "1,0 LI LI.L
510 W. 9 Street
P. O. Box 1120
Georgetown, Texas 78627 -1120
(512) 930 -3787 — Austin Metro
(512) 352 -8542 — Taylor Metro
(512) 930 -0391 — Facsimile
March 17, 2003
David Kautz, Chief Finance Director
City of Round Rock
211 E. Main
Round Rock, Texas 78681
Re: Cause No: 02- 231 -C26 Legends Village, L P v. Williamson CAD
Dear Mr. Kautz:
A settlement has been reached on the attached referenced lawsuit for the
tax years 2001. 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 the interest due.
If you have any questions, please feel free to call.
With Kindest Regards,
&•a epee
Bill Carroll
Chief Appraiser
BC /Idb
Enclosure
cc: Forrest Child, A/C
CAUSE NO. 02-231-C26
LEGENDS VILLAGE, LP, IN THE DISTRICT COURT
Plaintiff
v. fiO'�Gt�`I'P,.: ? ILLI SON COUNTY, TEXAS
34
WILLIAMSON COUNTY APPRAISAL JAN 1 1 2003
DISTRICT,
Defendant District gay I11801son ' c26=g. JUDICIAL DISTRICT
AGREED JUDGMENT
CAME TO BE HEARD, Legends Village, L.P., Plaintiff, and Williamson County 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 Plaintiff's property.
Having heard these announcements and reviewed the evidence and arguments of counsel, the Court
is of the opinions 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 past, now pending,
or to arise in the future, including subsequent disputes concerning the market or appraised value of
the subject property within Defendants' jurisdiction. The agreement is not intended by either party as
an admission concerning the issues in dispute nor shall it be represented by eitR _p�,s,tQthe
FEB 1 4 2003
WILLIAMSON CAD
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 25.25(d), Texas Tax Code, Defendant Williamson County Appraisal
District shall revise the 2001 appraisal roll to reflect the following appraised values for the property
that is the subject of this lawsuit:
ACCOUNT NO. LEGAL DESCRIPTION APPRAISED VALUE
R407646 AW0297 HOLDER, P.A. SUR, $1,276,607
ACRES 91.284
R407647 AW0297 HOLDER, P.A. SUR, $23,454
Acres 15.636
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.
Defendants Williamson County Appraisal District and Williamson County Appraisal Review Board
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, except
for any interest on the refund which is hereby waived by Plaintiff.
4. Plaintiff will be liable for the penalty imposed by § 25.25(d) of the Texas Tax Code.
5. All costs and attomeys fees are to be borne by the party incurring them.
6. All other relief not specifically granted herein is denied.
2
Signed this (ot day of 1rU O.r , 2003
APPROVED AS TO FORM AND SUBSTANCE:
0.04 (/
Alan Notinger
State Bar No. 15118250
Glast, Philips & Murray, P.C.
2200 One Galleria Tower
13355 Noel Road, L.B. 48
Dallas, Texas 75240 -6657
(972) 419-8300
(972) 419 -8329 (fax)
ATTORNEY FOR PLAINTIFF
*di e 11.1/
Robert Mott
State Bar No. 1 96450
Sandra Griffin
State Bar No. 00791280
Perdue, Brandon, Fielder, Collins
& Mott, L.L.P.
P.O. Box 144344
Austin, Texas 78714 -4344
(512) 302-0190
(512) 302 -1802 (fax)
ATTORNEYS FOR DEFENDANT
S
3
JUDGE PRESIDING
Total Appraised Value:
Non -Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value:
Frozen Tax:
Williamson County Appraisal District
Supplementary Change
Entities: GWI RFM SRR CRR
Parcel / Record No: R407647
Name: LEGENDS VILLAGE L P
Address: STE 400
Address: 5255 VILLAGE CREEK DR
City, State, ZIP: PLANO, TX 75093
Legal Description: AW0297 HOLDER, P.A. SUR., ACRES 15.636
Situs Address: PALM VALLEY BLVD E RR
Personal Property Value:
Improvement Non - Homesite Value:
Improvement Homesite Value:
Land Non - Homesite Value: 242,098 23,454
Land Homesite Value:
Ag Market Value:
Ag Use:
Wm. T. Carroll, Chief Appraiser
Old Value New Value
Year:
Supplement #
242,0981 >n 23,454
242,098 23,454
Amount:
Reason for Changes Agreed judgment value signed 2/6/03
Date: 3/18/03
Appraiser: Date:
Entities: GWI RFM SRR CRR
Parcel / Record No: R407646
Williamson County Appraisal District
Supplementary Change
Name: LEGENDS VILLAGE L P
Address: STE 400
Address: 5255 VILLAGE CREEK DR
City, State, ZIP: PLANO, TX 75093
Legal Description: AW0297 HOLDER, P.A. SUR., ACRES 91.284
Situs Address: PALM VALLEY BLVD E RR
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
1,414, 902 1,276,607
1,414, 902 1,276,607
1,414,902 1,276,607
Year: Amount:
Reason for Changes Agreed judgment value signed February 6, 2003
Wm. T. Carroll, Chief Appraiser ��l � Date: 3/18/03
Appraiser: Date:
Supplement #
DATE: May 15, 2003
SUBJECT: City Council Meeting — May 22, 2003
ITEM: * 11.C.4 Consider a resolution authorizing a property tax refund to Legends
Village, LP for 2001 taxes in the amount of $1,142.04.
Resource: David Kautz, Assistant City Manager
Cindy Demers, Finance Director
History: 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 2001 tax roll.
Funding: The General and Debt Service Operating Budgets
Cost: $1,142.04
Source of Funds: The General and Debt Service Operating Budgets
Outside Resources: N/A
Impact/Benefit: Required process set by law.
Public Comment: N/A
Sponsor: Finance Department