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Item 1. 2022 Otsego Local Board of Appeal Equaliztion Report2022 ASSESSMENT OVERVIEW Item 1. Review the 2022 Assessment for property taxes due and payable in 2023 Changes to the value or classification of an individual parcel can be made based on the factual information provided during the meeting. A quorum must be present with at least one “Training Certified” member as described under Minnesota statutes, section 274.014 MN State law requires the assessor to value property at 100% of market value. The assessor’s estimate of market value is prima facie valid correct. The burden of proof is on the property owner to prove that the assessor’s value is in error. MN Statutes, section 271.06 The Purpose of the Local Board “The goal of the Board of Appeal and Equalization should be to attempt to address property owners’ issues efficiently, fairly and objectively.” “Always keep in mind that any changes made by the board must be substantiated by facts.” “Any value reductions must be justified because they have the effect of shifting the tax burden to other property in the jurisdiction.” “Further, any changes made by the board must meet statutory guidelines.” Source: Minnesota Department of Revenue Board of Appeal and Equalization Handbook; updated December 2021 The Purpose of the Local Board What is the role of the Assessor? To Value and Classify Property Value = based on market data collected and analyzed including sales, cost and income. Classification = based on the use of the property. (May or may not match current zoning) The results of the analysis by the assessor determines the portion of property taxes each property owner will pay. Minnesota Assessor’s are licensed and follow strict legislative requirements and direction provided by the Minnesota Department of Revenue and State Legislation. 2022 Assessment Recap Sales Ratio Study Period: October 1st, 2020 –September 30th, 2021 Property Type # Qualified Sales Valuation Increase Median Ratio after adjustments Residential / Seasonal Rec 2,281 19.78%94.30% Agricultural 67 10.96%92.70% Green Acres .004% Rural Preserve .008% Commercial 23 5.44%94.40% Industrial 9 10.79%95.52% Apartment 3 15.16%94.52% 2022 Assessment Summary For all taxable property types, Wright County had an increase in market value of 20.63% for the 2022 Assessment. 2022 Assessment Market Value Countywide: $21,813,134,800 2022 Net New Construction: $585,213,300 The current assessment meets or exceeds standards for uniform assessment in all jurisdictions as established by the International Association of Assessment Officers. 10/1/2020 thru 9/30/2021 January 2nd, 2022 Assessment Date March Valuation Notices Mailed April - May Local Boards of Appeal and Equalization Open Book Appeals June State Board of Equalization June County Board of Appeal and Equalization September Truth in Taxation Levy Certififications November Truth in Taxation Notifications Mailed December Final Budget Hearings; Final Levy Certifications January Tax Rates are calculated March Property Tax Statements Mailed May 15th, 2023 1st Half Taxes Due October 15th, 2023 2nd Half Taxes Due - excluding Agricultural property November 15th, 2023 2nd Half Taxes Due on Agricultural property2023Assessment Year 2022 - Payable Year 2023 20222020 2021Sales study period for the 2022 Assessment. Sales are verified, analyzed, and compared to the 2021 Assessed Values.AssessorAuditorProperty Taxation Timeline Market Appreciation –Impact on Market Value. “Question, I paid $300,000 for my home last year and now you’re saying it’s worth $360,000. How is that possible?” The assessment date is January 2 of each year. The market appreciated 20% in your area in the past year. A purchase price of $300,000 in January of 2021 would indicate a value of close to $360,000 as of January of 2022. A purchase price of $330,000 in July of 2021 would also indicate a value of close to $360,000 as of January of 2022. $300,000 $330,000 $360,000 $270,000 $280,000 $290,000 $300,000 $310,000 $320,000 $330,000 $340,000 $350,000 $360,000 $370,000 Jan-21 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan-22 The Current Market is not unique to Wright County The Homestead Market Value Exclusion Why is the Homestead Market Value Exclusion decreasing as the Estimated Market Value increases? •Under current law, this exclusion reduces the taxable market value for properties qualifying for homestead valued below $413,800. •This benefit applies to residential homesteads and the house, garage and one acre of land for agricultural homesteads. •The formula set by state law phases out this benefit as the estimated market value increases: •Properties with a total estimated market value of $76,000 receive the maximum benefit of a 40% reduction in taxable value. (Maximum Exclusion = $30,400) •Properties valued between $76,000 and $413,800 have their exclusion calculated by taking the maximum exclusion ($30,400) and reducing it by 9% of the market value over $76,000. •Properties valued at $413,800 or more do not receive the exclusion. Does this mean my taxes will go up 20%? The impact on the property taxes payable in 2023 will depend on the local budgets and levies set by elected officials in the fall of 2022. 2021 EMV: $100,000 2021 EMV: $100,000 2021 EMV: $100,000 2021 EMV: $100,000 Consider a city or township that consists of four identical residential properties. The taxing authorities in this district have determined they require a total of $1,000 to operate which will be billed to the property owners in 2022. 2022 Property Tax Bill: $250 2022 Property Tax Bill: $250 2022 Property Tax Bill: $2502022 Property Tax Bill: $250 Does this mean my taxes will go up 20%? The impact on the property taxes payable in 2023 will depend on the local budgets and levies set by elected officials in the fall of 2022. 2021 EMV: $120,000 2021 EMV: $120,000 2021 EMV: $120,000 2021 EMV: $120,000 During the sale study period for the 2022 Assessment, market values appreciated by 20%. The taxing authorities determine that they still require $1,000 to operate which is billed to the property owners in 2023. 2022 Property Tax Bill: $250 2022 Property Tax Bill: $250 2022 Property Tax Bill: $2502022 Property Tax Bill: $250 Property Owner Appeal Options Contact the Assessor’s Office Open Book: April 14th Wright County Assessor’s Office or Anytime before June 6th, 2022 Local Board of Appeal and Equalization Meetings Appeals must be heard at this level in order to continue to the County Board. County Board of Appeal and Equalization June 13th, 2022 Appts required by June 6th, 2022 Tax Court No need to appeal at any other level. Petitions must be filed by April 30th of the year in which the taxes are payable. Property Owner Resources Wright County Assessor’s Office https://www.co.wright.mn.us/134/Assessor 763-682-7367 3650 Braddock Ave NE Suite 1700 Buffalo, MN 55313 Minnesota Department of Revenue Property Tax Information: https://www.revenue.state.mn.us/property-tax-information Understanding Property Tax: https://www.revenue.state.mn.us/understanding-property-tax Estimated Market Value: https://www.revenue.state.mn.us/estimated-market-value Board of Appeal and Equalization Handbook https://www.revenue.state.mn.us/sites/default/files/2021- 12/baetraining_handbook%20122021.pdf Property Tax Refund https://www.revenue.state.mn.us/property-tax-refund Wright County Taxpayer Services https://www.co.wright.mn.us/170/Finance-Taxpayer-Services 763-682-7578 3650 Braddock Ave NE Suite 1400 Buffalo, MN 55313 An Equal Opportunity Employer Assessor’s Office 3650 Braddock Ave NE Suite 1700 Buffalo, MN 55313 Ph: (763) 682-7367 Fax: (763) 684-4553 www.co.wright.mn.us 2022 City of Otsego Assessment Residential land and building assessed values (less new construction) increased approximately 18.89% throughout Otsego. The property value increases are the result of 385 “qualified” sales used in the residential sales ratio study. (Assessed value divided by sale price equals sales ratio). The unadjusted sales ratio for the City of Otsego came in at 86.55% before State Time Adjustment and value changes were made. After the changes were made the final ratio is 94.05%. Median appraised value for 2021 $290,081 Median sale price paid in 2021 $301,343 Median appraised value for 2022 $328,710 Median sale price paid in 2022 $349,429 Commercial & industrial values increased by approximately 15.99% Agricultural land values changed as follows: Ag land outside the sewer district remains at $14,000/Ac Ag land inside the sewer district remains at $25,000/Ac Exception-Ag land in commercial areas along Co Rd 19 remains at $30,000/Ac. Exception-Ag along Parrish Ave and along Hwy101 remains at $25,000/Ac. Agricultural values increased approximately 4.01% Total dollar value of new construction for 2021(residential): $155,408,800 Total dollar value of new construction for 2021(comm / Ind): $ 7,477,900 Total dollar value of new construction for 2021(agricultural): $ 87,300 Total dollar value of new construction for 2021(apartments): $ 21,463,800 Total $184,437,800 History of Otsego City yearly value total: Year 2019 2020 2021 2022 Value $1,978,985,400 $2,204,869,200 $2,438,667,100 $3,050,490,500 % Change +9.9%+11.4%+10.6%+25.4% Sincerely, Mike Vanderlinden and Jaimee Jensen Wright County Assessor’s Office Otsego City 2021 Assessment Value Distribution Classification Value Per Class Percent of Total Value Residential $2,078,708,450 85% Commercial $191,406,000 8% Agricultural $138,582,150 6% Apartments $29,970,500 1% Total Value $2,438,667,100 Otsego City 2022 Assessment Value Distribution Classification Value Per Class Percent of Total Value Residential $2,626,786,350 86% Commercial $217,632,100 7% Agricultural $144,226,550 5% Apartments $61,845,500 2% Total Value $3,050,490,500 86% 7% 5%2% Residential Commercial Agricultural Apartments 85% 8% 6%1% Residential Commercial Agricultural Apartments MOD. TWO STORY 16 Total sales Range of Time Adjusted Sales….……….…………………………………….$312,500 to $650,000 Median Estimated Market Value……………………………………………..$362,724 Median Time Adjusted Sale……………………………………………………..$375,500 SPLIT ENTRY 38 Total sales Range of Time Adjusted Sales…………………………….………….$229,000 to $435,000 Median Estimated Market Value…………………………………….$335,451 Median Time Adjusted Sale……………….…………………………..$302,000 ONE STORY 40 Total sales Range of Time Adjusted Sales…………………………….$225,000 to $685,000 Median Estimated Market Value…………………………$444,564 Median Time Adjusted Sale………………………………..$422,000 THREE/FOUR LEVEL SPLIT 22 Total sales Range of Time Adjusted Sales.………………………………….$272,202 to $467,000 Median Estimated Market Value…….………..……………….$387,761 Median Time Adjusted Sale….…………………………………..$345,135 TWO STORY 74 Total sales Range of Time Adjusted Sales…………………………………….$315,000 to $639,000 Median Estimated Market Value……..………………………..$403,977 Median Time Adjusted Sale..……………………………………..$425,500 TOWNHOMES 156 Total Sales Range of Time Adjusted sales…………………………………..$151,000 to $525,900 Median Estimated Market Value……………………………….$218,651 Median Time Adjusted Value………………..………………….$222,000