2002-05-14 Regular MeetingKODIAK ISLAND BOROUGH
BOARD OF EQUALIZATION METING
May 14, 2002, 7:30 p.m.
Assembly Chambers
A meeting of the Board of Equalization was held on May 14, 2002 in the
Assembly Chambers of the Kodiak Island Borough Building, 710 Mill Bay
Road. The meeting was called to order at 7:30 p.m.
ROLL CALL
There were present:
Tim Hurley
Michael Machulsky
Cheryl McNeil
Jim Nagan
comprising a quorum of the Board;
Geoff Mould, Borough Assessor
Judi Nielsen, Borough Clerk
Nova Javier, Deputy Clerk
BOARD ORGANIZATION
McNEIL,
seconded by MACHULSKY
Absent:
Jim Carmichael
Carrie Morton
moved to nominate Tim Hurley as
chair.
Boardmember Hurley declined the nomination.
MACHULSKY,
seconded by McNEIL
VOICE VOTE ON MOTION
MOTION CARRIED
APPROVAL OF AGENDA
MACHULSKY,
seconded by McNEIL
HURLEY,
seconded by MACHULSKY
ROLL CALL VOTE AS AMENDED
Ayes:
Noes:
moved to nominate Jim Nagan as
chair.
Unanimous voice vote
moved to approve the agenda.
moved to amend the agenda by
moving Docket 2002-04 as the
first appeal to be heard.
Hurley, Machulsky, McNeil,
Nagan
None
ROLL CALL
BOARD
ORGANIZATION
APPROVAL OF
AGENDA
Board of Equalization Meeting
May 14, 2002 Page I
Absent:
MOTION CARRIED
Carmichael, Morton
Unanimous
ITEMS OF BUSINESS ITEMS OF BUSINESS
A. Approval of Minutes of the May 21, 2001 Board of Equalization. APPROVAL OF
MINUTES
McNEIL, moved to approve the minutes as
seconded by NAGAN submitted.
ROLL CALL VOTE ON MOTION
Ayes: Hurley, Machulsky, McNeil,
Nagan
Noes: None
Absent: Carmichael, Morton
MOTION CARRIED Unanimous
B. Hearings HEARINGS
Assessor Mould was sworn in by Deputy Clerk Javier. Assessor Mould
introduced the case.
Appeal No. 2 Docket 2002-04 APPEAL NO.2
David A. Colwell vs. Kodiak Island Borough DAVID COLWELL
VS KIB
Boardmember Hurley has indicated a potential conflict of interest as he owned
two properties adjacent to the subject property.
Chair Nagan read into the record Section 2.39.140 of the Kodiak Island
Borough Code under Conflict of interest that stated that every member shall
vote on all questions unless he has a direct or substantial indirect financial
interest in the matter being discussed.
Chair Nagan, with input from the Board, ruled no conflict of interest.
Mr. Colwell was sworn in by Deputy Clerk Javier.
Mr. Colwell felt that his house should not be assessed more than $575,000 once
finished. He noted that the percentage of completion for his property was 75%
as opposed to the 80% assessment by the assessor. He explained that he was
paying $4,400.00 per year to live in only ten percent of the finished and
habitable section of the house.
In response to Boardmember McNeil, Mr. Colwell said that the dollar value of
improvements since 1998 that he had done was approximately $60,000.
In response to Boardmember Machulsky, Mr. Colwell said that, in argument of
Board of Equalization Meeting
May 14, 2002 Page 2
percentages of completion of improvements since 1998, essentially not a lot has
been done except the apartment which was dry -walled and primered.
r In response to Assessor Mould, Mr. Colwell advised that construction has
stopped since 1998 and just resumed a year ago. He had paid a carpenter
l$36,500 who worked part-time. He also said that he had a pre -appraisal on the
property in order for him to get his Certificate of Occupancy. The appraisal
stated the value of $600,000 and subtracted the amount to complete the
property which was $250,000 - $275,000.
In response to Boardmember Nagan, Mr. Colwell said that he was able to
obtain a Certificate of Occupancy for the whole house because he did enough
upgrades to pass the safety code.
In response to Assessor Mould, Mr. Colwell related to the insured value of
$947,000 to determine the total cost that he spent on the property.
Assessor Mould appreciated Mr. Colwell for letting him look at the property.
He advised that he treated the property as he would any property in the
Borough. He described the property to the board and gave a history of
assessment valuation from 1997 to 2001. He noted that the subject property
was 80% complete which caused an increase in valuation. He based his
assessment upon a market tempered Cost Approach utilizing the Marshal Swift
Cost Service. He explained the cost analysis per square foot of the living area.
As of January 1, 2002, he noted that there have been no sales of large, custom
homes in the Kodiak market. He explained the Standard Report as -is
document. He advised an appraisal was done in January 1999 which
determined the subject was at 70% completion. He then related to the Standard
Report as -finished document. He also noted that the owners, back in
November 1997, advertised the property for sale at $700,000. He referred to an
advertisement also on the Alaska Business Monthly which offered the property
at the finished price of $1,500,000. He explained the comparable assessed
values with three other properties in the Monashka Bay area.
Assessor Mould advised that the insured value of the property was at $947,000
and if the $200,000 was added to finish the construction, the total value of the
property would be at $1,147,000. He remarked that Mr. Colwell would not
even consider to sell the subject property at the current assessment.
Boardmember Machulsky concurred.
In response to Boardmember Nagan, Assessor Mould said landscaping was
included in the twenty unfinished percentage.
In response to Boardmember Hurley, Assessor Mould advised that the formula
he used took into account the marketability of an unfinished house.
In response to Boardmember Machulsky, Assessor Mould advised that he did
not raise assessment on properties in Kodiak.
Mr. Colwell rebutted by reiterating the roughly $100,000 increase. He advised
that he had not put $100,000 in improvements since the last appraisal.
Board of Equalization Meeting
May 14, 2002 Page 3
In response to Boardmember Machulsky, Chair Nagan explained that a motion
was not necessary if the assessment was held.
HURLEY,
seconded by MACHULSKY
moved to reduce the assessed
value of the improvements to 75
percent of the estimated
completion of the assessor's
report.
Boardmember McNeil further clarified that they would use the assessor's
determination of as- finished value and multiply that by 75% instead of 80%.
Assessor Mould advised that the adjustment would be from the total assessed
value of $490,100 to $463,100 rounded to the nearest $100.
Boardmember Hurley, in consideration of the appellant's testimony, felt that
there was 20% left of unfinished work yet to be done. He proposed to adjust by
an additional 5%. In response to Clerk Nielsen, he advised that his motion
should be considered for the findings of fact.
Boardmember McNeil did not want to set a precedence by delineating back and
forth on properties under construction. She did not want to see this become an
annual event.
ROLL CALL VOTE ON MOTION TO ADJUST
Ayes: Hurley, Machulsky, Nagan
Noes: McNeil
Absent: Carmichael, Morton
MOTION CARRIED 3 Ayes, 1 Noes
FINDINGS -OF -FACT: The chair ended the appeal hearing by stating the
following: "According to Appellate Rule 602, the Appellant or the Assessor
has the right of appeal to the Superior Court of the State of Alaska from our
decision. Should you wish to exercise your right of appeal, you must do so by
notifying the Borough attorney and initiating the process within 30 days from
today. Failure to do so will forever bar you from any appeal of this case."
Appeal No. 1 Docket 2002-13 APPEAL NO. 1
Mary Cossette vs. Kodiak Island Borough MARY COSSETTE
VS. KIB
Assessor Mould noted that the Appellant would not be present at the meeting.
The appellant was unable to submit written comments to the board.
Clerk Nielsen referred them to the hearings procedure which stated that a party
to whom notice was mailed fails to appear, the board may proceed with the
rhearing in his absence.
l_ Assessor Mould read into the record the attached information supporting the
Board of Equalization Meeting
May 14, 2002 Page 4
appeal that Ms. Cossette wished the Board would consider which stated "why
is the land my house sits on gone up in leaps. I have not done any
improvements. Why is this? I would like to know."
I Assessor Mould noted the property's location. He advised that Ms. Cossette
lrequested a replat and sold a smaller lot for $65,000 to Mr. Pete Thompson. He
noted that Ms. Cossette's property was adjusted conservatively in the amount
of $80,000 as opposed to $120,000 as she owned a much bigger lot than Mr.
Thompson.
There were no questions from the board.
FINDINGS -OF -FACT: The chair ended the appeal hearing by stating the
following: "According to Appellate Rule 602, you, the appellant, or the
Assessor has the right of appeal to the Superior Court of the State of Alaska
from our decision. Should you wish to exercise your right of appeal, you must
do so by notifying the Borough attorney and initiating the process within 30
days from today. Failure to do so will forever bar you from any appeal of this
case."
GENERAL COMMENTS AND QUESTIONS
Per Kodiak Island Borough Code 3.20.050(E)(9) Certification: The Board shall
certify its actions to the assessor within seven days following its adjournment.
Boardmember Nagan liked the organized hearing packets.
G Assessor Mould advised that a faxed appeal was received from Mr. Bernie
Karl, Kodiak Narrow Cape Lodge owner. He noted that he explained to Mr.
Karl the deadlines for appealing the assessment. Assessor Mould advised that
he provided this information for the record.
The board did not have any questions.
ADJOURNMENT
McNEIL,
seconded by MACHULSKY
VOTE ON MOTION
moved to adjourn the meeting.
Unanimous voice vote
With no further business to come before the Board, the meeting was adjourned
at 9:12 p.m
Board of Equalization Meeting
May 14, 2002
GENERAL
COMMENTS
AND QUESTIONS
ADJOURNMENT
Page 5