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1 - 2023 Wright County Local Board Presentation4/21/2023 1 2023 ASSESSMENT OVERVIEW What is the role of the Assessor? To Value and Classify Property Property Value is based on market data including sale prices, cost to construct and income produced. Property Classification is based on the use of the property. (May or may not match current zoning) The combination of property value and property classification 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. 2 1 2 4/21/2023 2 Minnesota Property Tax System 3 2023 Assessment Summary For all taxable property types, Wright County had an increase in market value of 17.12% for the 2023 Assessment including new construction. The current assessment meets or exceeds standards for uniform assessment in all jurisdictions as established by the International Association of Assessment Officers. 7.96%7.20%5.94%6.82% 21.33% 17.12% 0% 5% 10% 15% 20% 25% 2018 2019 2020 2021 2022 2023 Total % Change (YoY) $14.904 $15.978 $16.928 $18.082 $21.940 $25.695 $10 $12 $14 $16 $18 $20 $22 $24 $26 $28 $30 2018 2019 2020 2021 2022 2023 *Values from MN DOR Mini Summary Report which excludes: exempt, personal property, and state assessed values. County EMV (in billions) 4 3 4 4/21/2023 3 2023 Assessment Summary Sales Ratio Study Period: October 1st, 2021 – September 30 th, 2022 County Wide Valuation Change*Property Type + 12.15%Residential + 17.30%Seasonal Residential + 21.31%Agricultural / Rural + 20.99%Commercial + 25.29%Industrial + 18.52%Apartments + 28.07%Manufactured Home Parks 5 2023 Assessment Summary Residential $18,298,117,000 65.21% Exempt $1,915,833,500 6.83% Seasonal Residential $1,075,883,700 3.83% Commercial $1,377,450,900 4.91% Industrial $703,357,400 2.51% Apartments $647,727,900 2.31% Agricultural $3,599,351,900 12.83% MH Park $57,194,100 0.20% Other $385,379,200 1.37% 2023 Assessment EMV Breakdown 6 5 6 4/21/2023 4 2023 Assessment Summary ParcelsPlatsYear 1,370532022 1,982662021 643532020 821502019 797432018 New Parcels / Plats Five Year Summary 272.52 296.11 317.95 405.38 585.21 612.03 100 200 300 400 500 600 700 2018 2019 2020 2021 2022 2023Value (in millions)Value of Total New Construction 7 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 2022 would indicate a value of close to $360,000 as of January of 2023. A purchase price of $330,000 in July of 2022 would also indicate a value of close to $360,000 as of January of 2023. $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 8 7 8 4/21/2023 5 How will this impact my property taxes? Consider a city or township consisting of four identical residential properties. The 2022 EMV was determined in Spring 2022 for taxes payable in 2023. 2022 EMV: $200,000 2022 EMV: $200,000 2022 EMV: $200,000 2022 EMV: $200,000 In the fall of 2022, the taxing authorities in this district set their budget for 2023. Based on this budget it was determined that they require a total of $4,000 to be levied through property taxes to continue operations. This is the total amount they will need to collect in 2023 to cover their costs. 2023 Property Tax Bill: $1,000 2023 Property Tax Bill: $1,000 2023 Property Tax Bill: $1,0002023 Property Tax Bill: $1,000 9 How will this impact my property taxes? The impact on the property taxes payable in 2024 will depend on the local budgets and levies set by elected officials in the fall of 2023. 2023 EMV: $240,000 2023 EMV: $240,000 2023 EMV: $240,000 2023 EMV: $240,000 During the sale study period for the 2023 Assessment, market values appreciated by 20%. The taxing authorities were able to keep their budget level for 2024 and will again collect $4,000 through property taxes. Because the properties were all equally revalued, the portion of property taxes they will pay in 2024 remains unchanged. 2024 Property Tax Bill: $1,000 2024 Property Tax Bill: $1,000 2024 Property Tax Bill: $1,0002024 Property Tax Bill: $1,000 10 9 10 4/21/2023 6 Property Taxation Timeline 10/1/2021 thru 9/30/2022 January 2nd, 2023 Assessment Date March Valuation Notices Mailed April - May Local Boards of Appeal and Equalization Open Book Appeals June County Board of Appeal and Equalization June State Board of Equalization June July August 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, 2024 1st Half Taxes Due October 15th, 2024 2nd Half Taxes Due - excluding Agricultural property November 15th, 2024 2nd Half Taxes Due on Agricultural property2024Assessment Year 2023 - Payable Year 2024 20232021 2022Sales study period for the 2023 Assessment. Sales are verified, analyzed, and compared to the 2022 Assessed Values.AssessorTaxpayer ServicesLocal Taxing AuthoritiesDevelop Preliminary Budgets at Local, County and School District Levels for 2024 11 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. 12 11 12 4/21/2023 7 Review the 2023 Assessment for property taxes due and payable in 2024 Sales Study Period October 1st, 2021 – September 30 th, 2022 Review data provided by Property Owner’s and the Assessor to determine if a change to value or classification is warranted. Prior to making a change, a physical inspection of the property should be conducted by the Assessor to ensure the property data is accurate. If access is denied, an adjustment can not be made by the LBAE. Changes to the value or classification of an individual parcel can be made based on the factual information provided during the meeting. The Purpose of the Local Board 13 The Local Board shall consider all appeals and the factual evidence provided. They may then choose to do one of the following: 1. Vote to change the property value or classification based on factual evidence provided by the property owner. 2. Vote “No Change” on the property. The property owner retains the ability to appeal at the County Board of Appeal and Equalization or file in Tax Court. 3. Recess the meeting to a later date if a decision can’t be made. Remember that changes made should be justified by facts as they have the effect of shifting the tax burden onto other property owners in the district. Making Changes at the Local Board 14 13 14 4/21/2023 8 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 “Further, any changes made by the board must meet statutory guidelines.” 1 1 Source: Minnesota Department of Revenue Board of Appeal and Equalization Handbook; updated December 2021 Local Board Fine Print 15 Property Owner Appeal Options Contact the Assessor’s Office 763-682-7367 Most concerns are resolved at this level. Open Book Districts: Appeal options are open all the way up to the County Board of Appeal and Equalization meeting in June. Local Board of Appeal and Equalization Districts: Appeals must be heard at the local level in order to continue with appeal options at the County Board level. Deadline to appeal is the date of the Local Board of Appeal and Equalization meeting. County Board of Appeal and Equalization: June 12th, 2023 Appointments required by June 5th, 2023 Tax Court Petition filing deadline is April 30th in the year in which the taxes are payable. There is no need to appeal at any other level prior to filing in Tax Court. 16 15 16 4/21/2023 9 Receiving Property Notifications via eNotice 17 Wright County has a new print vendor who offers the opportunity to receive Notifications of Value, Truth in Taxation Notifications and Property Tax Statements from the convenience of your phone, computer, or mobile device. It only takes a minute to sign up and it is free. Property Owner Resources Wright County Assessor’s Office 763-682-7367 https://www.co.wright.mn.us/134/Assessor 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 763-682-7578 https://www.co.wright.mn.us/170/Finance-Taxpayer-Services 3650 Braddock Ave NE, Suite 1400 Buffalo, MN 55313 18 17 18