Monterey County Assessment Appeals Board Agenda ACTION MINUTES Friday, November 4, W. Alisal St., 1 st Floor, Salinas, CA :00 A.M.

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1 Monterey County Assessment Appeals Board Agenda ACTION MINUTES Friday, November 4, W. Alisal St., 1 st Floor, Salinas, CA :00 A.M. 1. Roll Call Chair Russ Jeffries, Vice-Chair Chris Daniel and Member Glen Alder. Wendy Strimling, Deputy County Counsel, Board Counsel Gail Borkowski, Clerk of the Board 2. Public Comment Period: None 3. Consent Calendar - Approve stipulations: These matters are for routine administrative actions for approval by a single vote. Member Alder, the Board accepted and approved the stipulations listed below except for Application No : Christopher Ward Hubbard / APN Barbara Marcinkowski / APN Hyun Bin Oh / APN Mike Bellinger / APN Mike Bellinger / APN Allan S. Gordon / APN Allan S. Gordon / APN Allan S. Gordon / APN Nancy E. Wilson / APN Ernest M. & Gunde D. Posey / APN Lehman J. Pinckney / APN Lehman J. Pinckney / APN Lehman J. Pinckney / APN Enrico & Norma Moises / APN James & Elinor Lange / APN Scott McNulty / APN

2 Minutes November 4, James R. Dotson TR / APN Paul S. Jennings / APN Removed Cynthia Ann Lesher / APN Michael C. Child / APN Richard S. Griffith / APN Anabel Torrez / APN Member Daniel, the Board continued application to January 20, 4. Consent Calendar - Approve withdrawals: These matters are for routine administrative actions for approval by a single vote. Member Daniel, the Board added the following applications to the agenda for acceptance of the withdrawals: Michael & Jeanine Strong / APN RB Monterey/Rockbridge Capital / APN James A. & Sally J. Thomas / APN Wells Fargo Bank / APN Member Daniel, the Board added the following applications, on today s agenda, to the list of withdrawals to be approved: Charles Sumner Green Studio LLC / APN Deutsche Bank National / APN Deutsche Bank National / APN Wells Fargo Bank / APN Wells Fargo Bank / APN Wells Fargo Bank / APN Wells Fargo Bank / APN Wells Fargo Bank / APN Member Alder, the Board approved the withdrawals of the applications below and those added above: Dennis E. & Joyce E. Giuffre/ APN Warren & Penelope Wood / APN Denny K. Paul / APN Sook I. Scoggins / Acct Carmel Hotel Venture, LTD / APN Barbara Epis / APN Roman Barba / APN Roman Barba / APN Oceanview Investors, LP / APN Carl H. Lindner, III / APN

3 Minutes November 4, Bud Antle, Inc. / APN Terence R. Spies / APN Terry L. Buttle / APN Joni Costa-Formerly Joni Maselli / APN Other Board Matters: a. Review Board Report regarding Board of Supervisors approval of amended Local AAB Rules. BOARD ACTION: By consensus, the Board continued review of the Board Report regarding Board of Supervisors approval of amended Local AAB Rules to December 9, James R. Dotson, Trustee / APN Member Alder, the Board continued application to February 17, W2005/Fargo Hotes (PoolC) Realty, LP / APN W2005/Fargo Hotes (PoolC) Realty, LP / APN Member Daniel, the Board continued applications and to February 17, WTCC Ventana Investors V LLC c/o Walton Street Capital LLC / APN WTCC Ventana Investors V LLC c/o Walton Street Capital LLC / APN WTCC Ventana Investors V LLC c/o Walton Street Capital LLC / APN WTCC Ventana Investors V LLC c/o Walton Street Capital LLC / APN WTCC Ventana Investors V LLC c/o Walton Street Capital LLC / APN WTCC Ventana Investors V LLC c/o Walton Street Capital LLC / APN WTCC Ventana Investors V LLC c/o Walton Street Capital LLC / APN Member Alder, the Board continued applications through to February 17, Oscar C. Byrd / APN Member Daniel, the Board continued application to December 9, Monterey Garden Properties, LLC / APN Member Daniel, the Board continued application to February 17, Steve Dallas Living Trust / APN Hearing Applicants Mitzi and Steven Dallas were sworn. Assistant Assessor Steve

4 Minutes November 4, Cagle and Appraiser Larry Tack were sworn on behalf of the Assessor s office. Applicants Mitzi and Steven Dallas did not request Findings of Fact. Applicants Mitzi and Steven Dallas gave their presentation. The following exhibits were submitted and marked for identification on behalf of the Applicant: Applicant s Exhibit 1 - (Group Exhibit in folder) Titled 4 SW of Mission 12 th Carmel (2 pages) - Single Family Dwellings Sales Adjustment Form - MLS Listing (3 pages) - Map - Property Tax Comparison Work Sheet Applicant s Exhibit 2 Photos on Oversized Poster Board Mr. Cagle testified and gave an introduction of the appeal on behalf of the Assessor s office. Mr. Tack testified and gave a presentation on behalf of the Assessor s office. The following exhibits were submitted and marked for identification on behalf of the Assessor: Assessor s Exhibit A Assessor s Exhibit /Definition of Market Value Assessor s Exhibit B - Appeal Summary for Assessment Appeals Application No ; Owner of Record: Steven G. Dallas TR et al, 4 SW of Mission and 12 th Carmel (7 pages) Mitzi and Steven Dallas cross-examined Mr. Cagle and Mr. Tack Both parties concluded their presentations, questions and rebuttals. The Board took the matter under submission Steve Dallas Living Trust / APN Hearing Applicants Mitzi and Steven Dallas were sworn. Assistant Assessor Steve Cagle and Appraiser Larry Tack were sworn on behalf of the Assessor s office. Jerrold Malkin, Deputy County Counsel for the Assessor s office was sworn. Applicants Mitzi and Steven Dallas did not request Findings of Fact. Applicants Mitzi and Steven Dallas and the Assessor s office stipulated to the submission of the testimony and evidence submitted for application for application The following exhibits were submitted and marked for identification on behalf of the Applicant for application : Applicant s Exhibit 1 - (Group Exhibit in folder) Titled 3 SW of Mission and 12th Carmel (2 pages)

5 Minutes November 4, Single Family Dwellings Sales Adjustment Form - MLS Listing (3 pages) - Map - Property Tax Comparison Work Sheet Applicant s Exhibit 2 Photos on Oversized Poster Board Mr. Cagle testified and gave an introduction of the appeal on behalf of the Assessor s office. Mr. Tack testified and gave a presentation on behalf of the Assessor s office. The following exhibits were submitted and marked for identification on behalf of the Assessor: Assessor s Exhibit A Appeal Summary for Assessment Appeals Application No ; Owner of Record: Steven G. Dallas TR et al, 3 SW of Mission and 12 th Carmel (7 pages) Mitzi and Steven Dallas cross-examined Mr. Cagle and Mr. Tack Both parties concluded their presentations, questions and rebuttals. The Board took the matter under submission. Member Alder, the Board took applications and under submission Steve Dallas Living Trust / APN Steve Dallas Living Trust / APN Steve Dallas Living Trust / APN Steve Dallas Living Trust / APN Steve Dallas Living Trust / APN Steve Dallas Living Trust / APN Steve Dallas Living Trust / APN Steve Dallas Living Trust / APN The Chair of the set a special meeting for December 16, 2011 to enable hearing applications through Member Alder, the Board continued applications through to Friday, December 16, 9:00 a.m Frederick J. Siegel / APN Hearing Applicant Frederick Siegel was sworn. Assistant Assessor Steve Cagle and Appraiser Larry Tack were sworn on behalf of the Assessor s office. Applicant Mr. Siegel did not request Findings of Fact.

6 Minutes November 4, Mr. Cagle testified and gave an introduction of the appeal on behalf of the Assessor s office. Mr. Tack testified and gave a presentation on behalf of the Assessor s office. The following exhibits were submitted and marked for identification on behalf of the Assessor: Assessor s Exhibit A Assessor s Exhibit /Definition of Market Value Assessor s Exhibit B - Appeal Summary for Assessment Appeals Application No (12 pages) Mr. Siegel cross-examined Mr. Cagle and Mr. Tack Applicant Mr. Siegel gave his presentation. The following exhibit was submitted and marked for identification on behalf of the Applicant: Applicant s Exhibit 1 - (Group Exhibit) Map - Applicant written response - Photos two (1 page) - Single Family Family Dwelling Sales Adjustment Form Both parties concluded their presentations, questions and rebuttals. The Board took the matter under submission in Closed Session. Closed Session was held and the Board reported out after Closed Session on this item. Board Action: Upon the motion of Member Daniel, seconded by Member Alder, the Board found the value of the property as of the tax valuation date of January 1, 2010, to be $1,400, Carmel Candle Power LTD dba Candle Light Inn / APN Member Alder, the Board continued application to February 17, Paul L. Ingemanson / APN Member Daniel, the Board continued application to February 17, Constantine & Justine Michas TR / APN Member Alder, the Board continued application to January 20, Boronda Square, LP / APN Member Alder, the Board continued application to February 17,

7 Minutes November 4, D Arrigo Bros. Co. of California / APN Member Alder, the Board continued application to January 20, Christopher H. Berg / APN Member Daniel, the Board continued application to January 20, Chang S. Yim / APN Member Alder, the Board continued application to February 17, Sam Lindner / APN Sam Lindner / APN Member Alder, the Board continued applications and to December 9, John J. & Rebecca A. Moores Family Trust / APN Member Daniel, the Board continued application to February 17, Thomas W. Redfern / APN Member Alder, the Board continued application to February 17, Gus Premutati / APN Gus Premutati / APN Member Daniel, the Board continued applications and to December 9, Enrico & Norma Moises / APN Member Alder, the Board continued application to December 9, Robert Morris, Trustee / APN

8 Minutes November 4, Member Daniel, the Board continued application to February 17, Economy Inn Sona Corporation / APN Member Alder, the Board continued application to February 17, Leslie J. Flores / APN Member Daniel, the Board continued application to December 9, David A. Brooks / APN Member Alder, the Board continued application to February 17, Stardust Motel LLC / APN Member Daniel, the Board continued application to February 17, Monterey Express Inn LLC / APN Member Alder, the Board continued application to February 17, Charles Sumner Green Studio LLC / APN BOARD ACTION: See action under withdrawals, item Donahue Schriber Realty Group / APN Donahue Schriber Realty Group / APN Donahue Schriber Realty Group / APN Donahue Schriber Realty Group / APN Donahue Schriber Realty Group / APN Donahue Schriber Realty Group / APN Member Daniel, the Board continued applications through to February 17, Harvest Church / APN Member Daniel, the Board continued application to December 9,

9 Minutes November 4, David A. Osorio / APN Member Daniel, the Board continued application to February 17, Cerezo Properties, LLC / APN Member Alder, the Board continued application to January 20, Adrian & Penelope Bellamy / APN Adrian & Penelope Bellamy / APN Member Daniel, the Board continued applications and to February 17, Barbara A. Price / APN Member Alder, the Board continued application to February 17, Deutsche Bank National / APN Deutsche Bank National / APN Deutsche Bank National / APN Deutsche Bank National / APN Member Alder, the Board continued applications through to February 17, Wells Fargo Bank / APN BOARD ACTION: See action under withdrawals, item 4. Wells Fargo Bank / APN Member Alder, the Board continued application January 20, Wells Fargo Bank / APN Wells Fargo Bank / APN BOARD ACTION: See action under withdrawals, item 4. Wells Fargo Bank / APN Member Daniel, the Board continued application January 20, 2012

10 Minutes November 4, Wells Fargo Bank / APN Member Alder, the Board continued application January 20, 2012 Wells Fargo Bank / APN BOARD ACTION: See action under withdrawals, item 4. Wells Fargo Bank / APN Member Daniel, the Board continued application January 20, 201 Wells Fargo Bank / APN BOARD ACTION: See action under withdrawals, item 4. Wells Fargo Bank / APN Member Alder, the Board continued application to January 20, Jonathan & Jennifer C. Lambert Trustees /APN Member Daniel, the Board continued application to January 20, D Arrigo Brothers Co. of California / APN Member Alder, the Board continued application to January 20, 42. Closed Session - See item 12 for report out of Closed Session for application Order for Adjournment to Friday, December 9, 2011