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04/16/2010 Final Meeting MINUTES OF THE 2009/4 MONROE COUNTY VALUE ADJUSTMENT BOARD Final Meeting Marathon Government Center Friday,April 16,2010 The Final Meeting of the 2009 Monroe County Value Adjustment Board convened at 10:00 a.m., on the above date, at the Marathon Government Center located at 2798 Overseas Highway, Marathon. Present and answering to roll call were Citizen Member Nancy Mayhew, Mayor Sylvia Murphy, School Board Member Steve Pribramsky, Citizen Member John Repetto, and Commissioner Mario DiGennaro. Also present were Pamela Hancock, Deputy Clerk; Karl Borglum, Assistant Property Appraiser; Robert Tischenkel, Attorney to the Value Adjustment Board; and John Dent, Attorney to the Property Appraiser. Motion was made by Citizen Member Repetto and seconded by Mayor Murphy granting approval of the Minutes from the October 6, 2009 Organizational Meeting. Motion carried unanimously. Robert Tischenkel, Board Attorney, advised the Board that on March 30th the Department of Revenue issued new Rules for how this Board functions and they are in effect immediately; and the rules apply to how the Special Magistrates function as well; and he discussed a future workshop on those Rules. Mr. Tischenkel also gave the Board direction with regard to the petitioners who have attended today's meeting. Motion was made by Citizen Member Repetto and seconded by School Board Member Pribramsky granting approval of the Special Magistrate's Recommendations 2009 Exemption Petitions. Motion carried unanimously(Attached hereto as Exhibit 1). The following real property petitioners addressed the Board: Christopher Smith, Petition R1103-2009, addressed the Board. Special Magistrate Regina Corcoran; Scott Russell, Deputy Appraiser; Mr. Tischenkel, John Dent, Attorney to the Property Appraiser; and Karl Borglum, Assistant Property Appraiser addressed the Board. After discussion, motion was made by Citizen Member Repetto and seconded by School Board Member Pribramsky to remand the item to the Property Appraiser to take a look at the land side of it only. After further discussion, the motion was amended by the maker to include the full valuation of the property. Roll call vote was taken with the following results: Citizen Member Mayhew Yes Mayor Murphy No School Board Member Pribramsky Yes Citizen Member Repetto Yes 4/16/2010 2009/5 Commissioner DiGennaro Yes Motion carried. James W. Poppleton, Petition R062-2009, addressed the Board. Special Magistrate Corcoran; and Mr. Borglum addressed the Board. After discussion, motion was made by Mayor Murphy and seconded by Citizen Member Repetto to accept the Recommendation of the Special Master. Roll call vote carried unanimously. Sandra Henning and Roger Akers, Petition R234-2009, addressed the Board. Special Magistrate Trish McGrath addressed the Board. Motion was made by Mayor Murphy granting approval of the Special Magistrate's Recommendation. Motion failed for a lack of a second. Motion was made by Citizen Member Repetto and seconded by Commissioner DiGennaro that the item be remanded to the Property Appraiser to include an analysis of two comparables not considered at the Special Magistrate hearing. Mr. Borglum and Mr. Tischenkel addressed the Board. Roll call vote was taken with the following results: Citizen Member Mayhew Yes Mayor Murphy No School Board Member Pribramsky Yes Citizen Member Repetto Yes Commissioner DiGennaro Yes Motion carried. Mr. Tischenkel reminded the petitioner of the process in today's meeting. Mr. Tischenkel advised the Board that R235 was already remanded to the Property Appraiser's Office once. Ms. Hancock addressed the Board. Sandra Henning and Roger Akers, Petition R236-2009, addressed the Board. Special Magistrate McGrath, Mr. Dent, Mr. Borglum, and Dave Krause, Deputy Appraiser addressed the Board. After discussion, motion was made by Mayor Murphy and seconded by School Board Member Pribramsky granting approval of the Special Magistrate's Recommendation. Roll call vote was taken with the following results: Citizen Member Mayhew Yes Mayor Murphy Yes School Board Member Pribramsky Yes Citizen Member Repetto No Commissioner DiGennaro No Motion carried. Sandra Henning and Roger Akers, Petition R235-2009, addressed the Board. Special Magistrate McGrath addressed the Board. After discussion, motion was made by Citizen 4/16/2010 2009/6 Member Repetto and seconded by Mayor Murphy to ratify the decision of the Special Magistrate. Roll call vote was unanimous. Mayor Murphy excused herself from the meeting. Sandra Henning and Roger Akers, Petition R238-2009, addressed the Board. Special Magistrate McGrath addressed the Board. Motion was made by Citizen Member Repetto and seconded by School Board Member Pribramsky to ratify the decision of the Special Magistrate. Roll call vote was unanimous, with Mayor Murphy not present. Mayor Murphy returned to the meeting and took her seat. Sandra Henning and Roger Akers, Petition 233-2009, addressed the Board. Special Magistrate McGrath and Mr. Krause addressed the Board. After discussion, motion was made by Citizen Member Mayhew and seconded by Mayor Murphy to ratify the decision of the Special Magistrate. Roll call vote was unanimous. Mr. Borglum requested for purposes of clarification what the Board expects in process to happen on this remand? Board discussion of procedures ensued. Mr. Tischenkel addressed the Board. Ms. Hancock advised on remand procedures: that the Property Appraiser will issue its review to the petitioner who then decides whether to have a further hearing. (Note: the discussion partly pertained to whether the item returns to the Special Magistrate. After the meeting a staff review of Rule 12D-9.029 revealed that a continuation hearing returns directly to the full Value Adjustment Board). John McCormick, Petition R108-2009, addressed the Board. Mr. Tischenkel, Special Magistrate Corcoran, Mr. Borglum, and Mr. Dent addressed the Board. Mr. Tischenkel advised of a jurisdiction issue. After discussion, motion was made by School Board Member Pribramsky and seconded by Commissioner DiGennaro to ratify the item contingent upon the petitioner being provided with the petitioner's request. After further discussion, motion was withdrawn by the maker. Motion was then made by School Board Member Pribramsky and seconded by Commissioner DiGennaro to remand to the Property Appraiser's Office in order for Mr. McCormick to receive the Property Appraiser's evidence. Mr. Dent addressed the Board. Roll call vote was unanimously. Motion was made by Mayor Murphy and seconded by Citizen Member Repetto granting approval of the Special Magistrate's Recommendations 2009 Real Property Petitions, with the exception of the three remanded Petitions R1103-2009, R234-2009 and R108-2009. Motion carried unanimously(Attached hereto as Exhibit 2). Motion was made by School Board Member Pribramsky and seconded by Mayor Murphy granting approval of the Special Magistrate's Recommendations 2009 Tangible Personal Property Petitions. Motion carried unanimously (Attached hereto as Exhibit 3). Ms. Hancock, Deputy Clerk addressed the Board concerning Add-On Item I1 concerning the "Outside of Hearings" hours for Special Magistrate McGrath. Ms. Hancock read the 4/16/2010 2009/7 following statement into the record: "Danny L. Kolhage, Clerk has asked that I bring to the Board's attention that previous Value Adjustment Boards have not allowed compensation to Special Magistrates for offsite research and work, as we are unable to control or verify the hours spent. Back in 2004 the Value Adjustment Board changed the compensation from $150.00 per hour for the scheduled meeting time, as well as an additional hour each way for time spent for travel from Marathon to Key West, and Marathon to Key Largo, plus mileage at the standard statutory rate of.29 cents per mile; now it is $150.00 per hour, with a guaranteed four hours, and no travel reimbursements, which means if they are scheduled for a morning they get four hours, if they are scheduled for an afternoon they get four hours. With the change the Special Magistrates are paid even if all the petitions are withdrawn for a particular hearing date which does happen quite frequently." Ms. McGrath and Mr. Dent addressed the Board. After discussion, motion was made by Commissioner Repetto and seconded by School Board Member Pribramsky to approve the-add on of$2,250. Mr. Tischenkel advised the Board that staff has been talking about taking a look at the Special Magistrate Contract this summer and seeing if we can come up with a formula that accounts for this. Commissioner DiGennaro made a recommendation on the motion that this is a one-time decision and any other future decisions should be made by staff and brought back to the Board. Ms. Hancock advised the Board that we will be "tweaking"the contract. Roll call carried unanimously. Ms. Hancock asked the Board to clarify whether it was approving just the add-on or the entire item with all the other audit slips included in it. Citizen Member Repetto amended his motion to approve all of the invoices, including the $2,250. Motion was made by School Board Member Pribramsky and seconded by Mayor Murphy granting approval of counsel's paid invoices, as well as the forthcoming invoice from today's meeting. Motion carried unanimously. Motion was made by Mayor Murphy and seconded by School Board Member Pribramsky granting approval of legal notice paid invoices, as well as the forthcoming invoices for today's meeting. Motion carried unanimously. Ms. Hancock advised that Item J has been stricken from the agenda as the Board has remanded three items back to the Property Appraiser which may or may not affect the Certification of the Tax Roll. Mr. Borglum advised the Board that out of 2,000+ petitions, 1,759 were resolved at the Property Appraiser Office level and that approximately 284 cases were actually heard by the Special Magistrates. There being no further business to come before the Board, the meeting was adjourned. Respectfully submitted, Danny L. Kolhage, Clerk to the Value Adjustment Board 4/16/2010 2009/8 of Monroe County by: Pamela G. Hancock, Deputy Clerk to the Value Adjustment Board 2009/9. 2009 Special Magistrate Findings Exemption/Classification Petitions Petition # Name/Address Hearing Date Outcome E052-2009& Gary L. Calder 12/18 M Denied (R1594) 609 N Emerald Drive Recessed to 1/15 Key Largo FL 33037 (305) 852-7599 E059-2009 Donald K. Raper 1/15 KL Denied PO Box 3263 Key Largo FL 33037 (305) 453-4247 Exhibit 1 2009/10 2009 Special Magistrate Findings Real Property Petitions Petition # Name/Address Hearing Date Outcome _ R009-2009 CVS 1/25 KW Show/Denied %Commercial Property Services, Inc. 4931 SW 128th Street Ocala FL 34473 (305) 372-9200 R012-2009 to George Esbensen 1/6 KW No Show/Denied R014-2009 17173 W Buttonwood Drive Sugarloaf Key FL 33042 (305) 797-5450 R017-2009 1015 Angela Street LLC 1/6 KW Show/Denied Thomas P. Callahan Rescheduled to 143 Bull Creek Road 2/1 Asheville NC 28805 (828) 545-5058 R020-2009 Vanessa Overhiser 1/6 KW Show/Denied 7259 Miami Avenue S Haven MI 49090 (269) 767-2616 R022-2009 Charle E. & Margaret A. Russell 1/22 KW No Show/Denied 1433 Reynolds Key West FL 33040 (305) 393-7538 R031-2009 Helen K. Custer 1/6 KW Show/Denied (&E046) 1075 Duval Street, Ste.C21 #102 rescheduled to Key West FL 33040 1/15 KL (425) 223-2138 R054-2009& Property Tax Reductions, LLC 12/17 M Show/Denied R055-2009 12717 W Sunrise Boulevard#383 Sunrise FL 33323 (786) 866-5455 R062-2009 James W. Poppleton 12/17 M Show/Denied 13676 80`h Lane N W Palm Beach FL 33412 (561) 753-3097 R075-2009 to John R. Allison, III 3/1 KW Show/Denied R077-2009 PO Box 2129 Key West FL 33045 (305) 289-3134 R079-2009 to Donal Morris 1/6 KW Show/Denied R086-2009 916 James Street R079, R083 to (T008) Key West FL 33040 R086 WD (305) 896-4004 Exhibit 2 2009/11 2009 Special Magistrate Findings Real Property Petitions Petition # Name/Address R108-2009 John McCormick Hearing Date Outcome 1/6 KW Show/Denied 1921 Venetia Street Key West FL 33040 (305) 360-3121 R118-2009 Humberto J. Garrido 1/25 KW 818 Caroline Street Show/Denied Reactivated - Key West FL 33040 Withdrawn (305)294-3425 R123-2009 James F. Welsh 1/6 KW 1618 Laird Street Show/Denied Key West FL 33040 (301) 792-1289 R168-2009 Mildred I. Schoneck 1/25 KW 561 Navaho Drive No Show/Denied Summerland Key FL 33042 (305) 923-2267 R233-2009 to Sandra Henning&/or Roger Akers 2/3 KW R238-2009 HC 62 Box 42 R233, 234,236 rescheduled to & 238 Denied Raton NM 87740 2/26 R235 Remand (575) 375-2222 R235 Denied R238 W/drawn R247-2009 to Daniel A. Weiss 1/27 KL R365-2009 150 W Flagler Street PH2850 Show/Denied R353 to 356, 358, Miami FL 33130 364 WD (305) 374-7850 R615-2009 Michael S. Hayworth 1/6 KW 343 Coral Way N Show/Denied Indialantic FL 32903 (321) 779-3383 R616-2009 Christa Bruett 1/7 KW 7331 NW 35th Court No Show/Denied Lauderhill FL 33319 (561) 997-2325 R631-2009 Richard T. Bums 1/7 KW 6519 Darnall Road Show/Denied Ruxton MD 21204 (410) 627-7619 R702-2009 Christopher N. Jacobson 1/8 KW 618 White Street Show/Denied rescheduled Key West FL 33040 to (305)292-3312 1/22 KW R704-2009 Dar Castillo/Teri Johnston 1/7 KW 1503 Washington Street No Show/Denied Key West FL 33040 (305) 797-0955 2009/12 2009 Special Magistrate Findings Real Property Petitions Petition # Name/Address R740-2009 to Victor Cushman Hearing Date Outcome R743-2009 PO Box 1551 R740 WD No Show/Denied 1/7 KW Key West FL 33041-1551 (305) 295-9000 R750-2009 Keith& Carol Weldy 12/17 M 803 Corte Del Sol Show/Denied Marathon FL 33050 (305) 289-8433 R751-2009 Prudence Churchill & 1/7 KW Lawrence Plummer No Show/Denied 10 Nassau Lane Key West FL 33040 (305)296-6097 R753-2009 William K. & Sharon M. Jones 11/20 KL PO Box 534 Show/Denied Islamorada FL 33036 (305) 393-0506 R754-2009 R.D. Richards, Trustee 1/7 KW 5370 Laguna Vista Drive No Show/Denied Melbourne FL 32935 (305)254-2558 R776-2009& Leon& Paulette Smith 1/7 KW R777-2009 Attn: Bascom Grooms Show/Denied R776 WD 1405 Vernon Avenue Key West FL 33040 (305) 587-3420 R778-2009 to Ocean Properties LTD 2/5 KW R785-2009 Robert L. Garcia All No Show/Denied 1000 Market Street Bldg.1 Ste.300 /drawn but R780 Portsmouth NH 03801 (603) 599-2105 R786-2009 Diane C. Rodgers 1/7 KW PO Box 2656 Show/Denied Key West FL 33045 (305) 304-1908 R787-2009& Steven A. & Heather M. Rodger 1/7 KW R788-2009 47 Palmetto Drive No Show/Denied Key West FL 33040 (305) 797-1338 R816-2009 Jeff Lamm 1/7 KW 5224 Ginger Trail Show/Denied Raleigh NC 27614 (919) 215-7443 2009/13 2009 Special Magistrate Findings Real Property Petitions Petition # Name/Address R817-2009 Johnny C. Crow Hearin: Date Outcome 636 Gause Boulevard#201 1/7 KW No Show/Denied Slidell LA 70458 (985 641-0548 R876-2009 Carlos Ruiz 12/17 M 6241 SW 157th Place No Show/Denied Miami FL 33193 (786 586-8643 R918-2009 Jeff Bryner 1/8 KW Lost Weekend LLC No Show/Denied 10975 Whitcomb Street Crown Point IN 46307 219 730-4576 R951-2009 to Monroe Property Tax Consultants, Inc. R951, R952, R965-2009 31 Ocean Reef Drive#C202 Show/Denied Key Largo FL 33037 D to R956 W 305 367-3300 ext.626 WD R1005-2009 John R. Allison, III 1/28 KL to PO Box 2129 R1054 is TPP Show/Denied R1086-2009 Key West FL 33045 renumbered 305 289-3134 R1096-2009 Stephen A. Robbins 1/8 KW 17 Mayfair Street No Show/Denied S Burlington VT 05403 802 864-1865 R1103-2009 Chris Smith 1/8 KW PO Box 420542 Show/Denied Summerland Key FL 33042 (305 745-1769 R 1166-2009 Gary L. Murphy R 1169 to R 1175 No Show/Denied To 17611 Boat Club Drive WD R1175-2009 Ft.Myers FL 33908 239 267-0725 12/17 M R1252-2009 Grant Thornton, LLP 1/8 KW & 1301 International Parkway#300 R1252a WD NO Show/Denied R1252a-2009 Ft.Lauderdale FL 33323 (T047) 954 727-5647 R1256-2009 Janet Coughlan 32 Card Sound Road 11/20 KL Show/Denied Key Largo FL 33037 (416) 961-8332 • 2009/14 2009 Special Magistrate Findings Real Property Petitions Petition # Name/Address Hearing Date Outcome R1264-2009 Robert T. Viers 1/8 KW No Show/Denied 29351 McLean Street Big Pine Key FL 33043 (305) 294-8897 R1284-2009 Kimberly Phillips 2/5 KW Withdrawn to Diane Tolbert Covan Reactivated R1286-2009 1901 Fogarty Avenue#1 Key West FL 33040 Show/Denied (305)293-1118 RI382-2009 Joseph Greco Clark LT 04/28/2005 1/8 KW No Show/Denied 310 Amelia Street Key West FL 33040 (305) 797-4677 R1383-2009 Key West Bancgroup, Inc. R1387 WD No Show/Denied to Joseph G. Clark 2/5 KW R1391-2009 701 Whitehead Street Key West FL 33040 (305) 294-3540 R1404-2009 David Austin 1/8 KW Show/Denied 961 Buttonwood Drive Sugarloaf Key FL 33042 (305) 292-9792 R1405-2009 Charles Polley 1/8 KW No Show/Denied & 1619 Rose Street R1406-2009 Key West FL 33040 (305) 942-9079 R 1411-2009 Edward G. DeLeon 1/8 KW No Show/Denied PO Box 266 Key West FL 33041 (305)296-2602 R1412-2009 Michael J. McMahon 1/8 KW No Show/Denied & 100 Admirals Lane R1412 WD R1413-2009 Key West FL 33040 (703) 879-8289 R1420-2009 Michael Demchak 1/8 KW No Show/Denied 1425 White Street Key West FL 33040 (305) 766-2598 R1437-2009 John R. Allison Show/Denied & PO Box 2129 R1438-2009 Key West FL 33045 (305)289-3134 • 2009/15 2009 Special Magistrate Findings Real Property Petitions Petition # Name/Address R1439-2009 Barry Barroso, Jr. Hearing Date Outcome to 1/22 KW No Show/Denied 1014 White Street#7 2/4 KW R1444-2009 Key West FL 33040 (305)296-5959 R1461-2009 John J. Brier 1/29 M 59001 Overseas Highway Show/Denied Marathon FL 33050 (305) 872-8052 R1585-2009 Brian Holland 1/8 KW 2502 Lake Lansing Road #C No Show/Denied Lansing MI 48912 (517) 371-5300 Ext.1032 R1592-2009 Peter Harrigan 1/22 KW 160 SE 6th Avenue Al No Show/Denied Delray Beach FL 33483 (561)455-0750 R1593-2009 Daniel F. Rohr 1/22 KW 937 Ocean Drive Show/Denied Summerland Key FL 33042 (614) 325-9224 R1598-2009 Robert C. Mongelli 1/22 KW & 1025 Sandy's Way No Show/Denied R1599-2009 Key West FL 33040 (305) 923-6000 R 1603-2009 Arnold Mirzaoff 1/22 KW 1014 Johnson Street No Show/Denied Key West FL 33040 (305)294-2078 R1607-2009 Tracy G. & Susan L. Howanitz 1/8 KW 809 Ashe Street No Show/Denied Key West FL 33040 (305)294-2931 - 9 2009/16 2009 Special Magistrate Findings Tangible Personal Property Petitions Petition # Name/Address Hearing Date Outcome T016-2009 to Bill Grosscup 12/7 KW No Show/Denied T018-2009 13 Hilton Haven Road Key West FL 33040 (305) 296-8918 Exhibit 3