R-13-06-13-E3 - 6/13/2013RESOLUTION NO. R -13-06-13-E3
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 American Round Rock University Oaks, LP has
made an overpayment or erroneous payment of 2010, 2011 and 2012 taxes in the amount of
$16,151.60; 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 $16,151.60.
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 13th day of June, 2013.
City of Round Rock, Texas
ATTEST:
SARA L. WHITE, City Clerk
0: \wdox\SCC Ints\0112\ 1304\MUNICIPAL\00276167. DOC/rmc
City of Round Rock
ROUND ROCK TEXAS
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Agenda Item Summary
Agenda Number: E.3
Title: Consider a resolution authorizing property tax refunds to Inland American
Round Rock University Oaks, LP, for 2010, 2011 and 2012 taxes totaling
$16,151.60.
Type: Resolution
Governing Body: City Council
Agenda Date: 6/13/2013
Dept Director: Cheryl Delaney, Finance Director
Cost: $16,151.60
Indexes: General Debt Service Fund
Attachments: Resolution, Inland Justification
Text of Legislative File 13-410
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. $16,151.60
Source of funds: General Debt Service Fund
Staff recommends approval.
City of Round Rock Page 1 Printed on 8/8/2013
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A ANSI
�"h!ill"uins�;G`entraC
:?tp ,.;atsaGD,istrter
625 F.M. 1460
Georgetown, Texas 78626
(512) 930-3787—Austin Metro May 8, 2013
(512) 930.0391— Facsimile
www.wcad.org
Sincerely,
eFT will provide highest
&6t Z"q` y J
service with the highest j4rYLGG
standards of professionalism, Alvin Lankford
integritrand respect. We wi// Chief Appraiser
uphold these standards while
providing an accurate, fair AL/abl
and cost-effective appraisal
roll in compliance with the Enclosure
laws of the State of Texas " I I V
cc: Forrest Child, A/C
cc: Cheryl Delaney, Finance Director CRR
Steve Norwood, City Manager
City of Round Rock (CRR)
Board of Directors
221 E. Main
Round Rock, TX 78681
Harry Gibbs, Chairman
Deborah Hunt, Vice Chairman
Re: Cause No: 10-1091-C368; Inland American Round Rock University Oaks
Cecilia M. Crowley, Secretary
Limited Partnership v. Williamson Central Appraisal District
Rufus Honeycutt
Dear Mr. Norwood:
Charles Chadwell
A settlement has been reached on the attached referenced lawsuit for 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
Chief Appraiser
certified to the tax assessor by the Appraisal District. (See attached Rule 11
Alvin Lankford
Agreement and Agreed Judgment).
(512) 931-7826
alvini wcad.org
If you have any questions, please feel free to call.
Sincerely,
eFT will provide highest
&6t Z"q` y J
service with the highest j4rYLGG
standards of professionalism, Alvin Lankford
integritrand respect. We wi// Chief Appraiser
uphold these standards while
providing an accurate, fair AL/abl
and cost-effective appraisal
roll in compliance with the Enclosure
laws of the State of Texas " I I V
cc: Forrest Child, A/C
cc: Cheryl Delaney, Finance Director CRR
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:
010 Old 2010 New 2011 Old 2011 New 2012 Old ? 2012 W
Value Value Value Value Value Value
739:::26,280,362 30.512
692,994 6,692
733 32, 973.356
907,73111 32,1
071;':: 34,998,35611 38.3
14,923;:' 6,214.923
37.1
34,053,733s32,973,3561136,603,071:::::::34,998,35611 38,352,652;x; 37,198,356
Supplement #: 33
22 9
Frozen Tax: N/A
Reason for Changes: Per attached Agreed Judgment signed 4/23/13
Alvin Lankford, Chief Appraiser
5!7/2013
Williamson Central Appraisal District
Supplementary Change 2010, 2011, 2012
Entities:
GWI RFM SRR CRR J01 W09
Parcel / Record No:
R -16 -3758 -000A -0002H (R482582
Name:
INLAND AMERICAN ROUND ROCK UNIVERSITY OAKS LP
Address:
ATTN: PROPERTY TAX DEPT
Address:
P.O. BOX 9271
Address:
City, State, ZIP:
OAK BROOK, IL 60522
Legal Description:
SEE ATTACHED AGREED JUDGMENT
Situs Address:
201 UNIVERSITY OAKS BLVD, ROUND ROCK TX
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:
010 Old 2010 New 2011 Old 2011 New 2012 Old ? 2012 W
Value Value Value Value Value Value
739:::26,280,362 30.512
692,994 6,692
733 32, 973.356
907,73111 32,1
071;':: 34,998,35611 38.3
14,923;:' 6,214.923
37.1
34,053,733s32,973,3561136,603,071:::::::34,998,35611 38,352,652;x; 37,198,356
Supplement #: 33
22 9
Frozen Tax: N/A
Reason for Changes: Per attached Agreed Judgment signed 4/23/13
Alvin Lankford, Chief Appraiser
5!7/2013
CAUSE NO. 10-1091-C368
INLAND AMERICAN ROUND ROCK IN THE DISTRICT COURT
UNIVERSITY OAKS LIMITED
PARTNERSHIP,
Plaintiff,
V.
WILLIAMSON CENTRAL APPRAISAL
DISTRICT,
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:
Account Description 2010 Value 2011 Value 201_ 2 Value
No.
R482582 59275—East Chandler Retail $ 32,973,356 $ 34,998,356 $ 37,198,356
Center (Lt 2 Replat), Block A,
Lot 2H, Acres 21.95
R482576 .59275 — East Chandler Retail $
Center (Lt 2 Replat), Block A, Lot
2A, Acres 3.73, (Row Easement)
R482583 S9275 — East Chandler Retail Center $
(Lt 2 Replat), Block A, Lot 21, Acres
1.75, (Water Quality Pond)
1,119 .$ 1,119 $. 1,119
525 $ 525 $ 525
TOTAL $32,975,000 $35,000,000 $37,200,000
FILED
at -
%&o'cloc, lit
1 s �
APR 2 3 2013
qts
trict derk,
Wllllamson G�
WILLIAMSON CAD
costs.
This is a final judgment disposing of all parties and issues. Each party ordered to pay its
4Signed this day of 2013.
JUDGE BURT CARNES
2
RECEIVED
5/1/13
WILLIAMsoN CAD
PerdueBrandonFielderCollins&Mott LLP
ATTORNEYS AT LAW
3301 Northland Dr.
SUITE 505
AUSTIN, TEXAS 78731
TELEPHONE 512-302-0190
FAX 512-323-6963
www.pbfcm.com
April 16, 2013
VIA E-MAIL & FACSIMILE (214) 561-8663
Ms. Melinda Blackwell
BLACKWELL & DUNCAN PLLC
15851 North Dallas Parkway, Suite 600
Addison, Texas 75001
RE: RULE 11 AGREEMENT• Cause No. 10-1091-C368; Inland American Round Rock University
Oaks Limited Partnership v. Williamson Central Appraisal District
Dear Melinda:
The parties have agreed to settle this lawsuit by setting the values as follows:
Account No. Description 2010 Value 2011 Value 201_ 2Value
R482582 S9275 — East Chandler Retail
Center (Lt 2 Replat), Block A,
Lot 2H, Acres 21.95
R482576 59275 — East Chandler Retail
Center (Lt 2 Replat), Block A,
Lot 2A, Acres 3.73, (Row
Easement)
R482583 59275 — East Chandler Retail
Center (Lt 2 Replat), Block A,
Lot 2I, Acres 1.75, (Water
Quality Pond)
TOTAL
$ 32,973,356 $ 34,998,356 $ 37,198,356
$ 1,119 $ 1,119 $ 1,119
$ 525 $ 525 $ 525
$32,975,000 $35,000,000 $37,200,000
In addition the parties agree that Plaintiff will waive interest on the refund so long as the refund is
paid within 60 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 attft� judgment
reflecting the change in value.
AMARILLO ARLINGTON AUSTIN CONROE HOUSTON LU8BOCKR 2
MCALLEN MIDLAND SAN ANTONIO TYLER WICHITA FALLS
y/��
7'a RECEIVED
District Clork, W11118MSOn Cn LTgS/13
ON CAD
RULE 11 //.Cause No. 10-1091-C368; Inland. American Round Rock University oaks Limited
Partnership v. Williamson Central Appraisal District
Page 2 of 2
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.
___ 7i this_aecltratelyreflect;✓4liL�t;C 4nte�n4, po se $ign and return this Jq(Jtpr_p.L cc gp�e ed i so -
765 to me for filing.
Sincerely,
Sandra Griffin
Attorney for Df
Agreed:
"/
_ Lt _
elinda 131a
Mekwell
Attorney for Plaintiff
RECEIVED
5/1/13
WILLIAMSON CAD
i
0
RECEIVED
5/1/13
WILLIAMSON CAD
v
roan .7w—zaD
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 andtor where a property tax refund Is to be sent.
By completing this form, you (Property Owner) designate the following individual to receive the refund resulting from a post
appeal judgment. The entire form must be completed for the local tax office to process the refund.
colrooUnp (faxing Unit) Office Name
ROUND ROCK ISD TAC OFFICE
Malltne Addrosa
1311 ROUND ROCK AVE.
City, Town or Pact Office, Slate, ZIP Code
ROUND ROCK, TX 78681
••• • e• eWIN
property orrnar Name and Addrorc:
('b %X °12-11
C3v..(c
Property Caaadplion: MmvWo kgel desc*rrun or afhu edomrahbn Item appraisal records duftknf to Ideirm.V ro /xaparfy orolfoch a copy of tyre fox ractlpij
Property Account Number or Statement Number:
Final Judgment Cause Number: (Mato rypmo ontke numbed
Its - \ 0 'It -- G --AA
I am the property owner or a duty authorized representative of the property owner entitled to a refund of ad valorem
taxes arising from an appeal under Texas Tax Code Chapter 42. By executing this Assignment of Right to a Refund,
the property owner assigns all rights and Interest to receive the tax refund herein.
( ' taClCt 1t1(Zil� s t V-11 hereby destanoto tho refund an the above named property be sent to the following:
ct
Please chock appropriate box (check only one box) O's
Wt
1VLpropertyOrmer- it using different address than above Information, pioaeo provide in the apace below:
❑ aualaoss office or attorney of record in the appeal located at the following mailing address:
CI Anolhor Individual and addrosa as designated In the lollordng Infomnallon:
Name
Address—
City
State
ZIP
Property Owner
Tlta Property Tax Assistance Division at the Texas Comptroller of Public Accounts provides properly lax For more Information, visit our Web site:
information and resources for taxpayers, local taxing entitles, appraisal districts and appraisal review boards. www.wiridow.slate.tx.usltaxinfo/proptax
50.743 •07.0912
RECEIVED
5/1(13
VOLLiAMSON CAD