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Siefermann, Robert and Carol ~ RPTL 730 UCS 900 (RlW. Marcn 1999) PETITION SMALL CLAIMS ASSESSMENT REVIEW IN COUNTIES OUTSIDE NEW YORK CITY (01"18 petition per parcel) ... ~Al'(ll GENERAL INFORMA nON SUPREME COURT, COUNTY OF Dl.LreHESS 1. Flltng # 3Ot, 1 Calendar # . 2 Assessing Unit 70 W /\J OF cD f+,o{:j IN 6- E~ 3 Dale of final completion and filing of assessment roll 07/01/tJ.;t. {a} Total 197, 000, ClO Ib) Exempt amount '3t "19 CNTy/ II, 9/3 toWN . (c) Taxable assessed value (3a-3b) '&"'3, 3.;1..1 c Al'T'yjS'S; 081 /t?w' V 4 Date of filtng (or mailing) petition . 5. Na me of owner or owners of property: RobEIe.( I'f~b C!1't1Lo / S ,(:;-re.lfl..nuf14hV Post Office Address: 3 {!...~ovG";e D~/G PLA-~EIt<JI+/,/,;'A.lJ~r-PIJII~~A)YIM~ Telepnone#: ?~-~9?- 3Pl-~9 6. If applicable, name and address of representative of owner, If representatIVe is filing apphcation ~/A {Owner must complete Designation of Representative section.) Telepl1one#: 7 Description of property as it appears on the assessment rol,. Tax Map # 13S"6H Section "35? Bk>CK 0/ Lot O/6S~f 8 Location of property (street, road, hIghway number, and City, town or Village} :3 e~ CI t/ e,.e Dill G P.J-I'f-C 5 aJl1~~ "A.-G-- ~/? F/f//"'; I IVY /,;J.S-9o a ;-'J i I Iv RECEIVED JUL 03 2002 TOWN CLERK ,.j~::l.IJ C"J U1 ......J A A II C'..ROI JNn~ I=nR p~lTlnN Assessment requested on the complaint form filed with the Board of Assessment Review 1. Total Dsessment I 'it s: 000, 00 2. Exemptamount,lfany ~,~~/7bf.l)..v/ ~90 CNT'IJ-- J. Taxable assessment '? fl;$ ~9 hU.LI A/ 1 7(." 9/(;) e NTj A P("ro X. B. CAlCULATrON Of eaUALIZED VALUe AND MAXIMUM REDUCTION IN ASSESSMENT ,. [v1 Property is NOT in a special assessing unit. ASSeSSED VALUE .. eOUALlZATtON RATE :: eaUAUZED VALUE /& ~ S'/I'" 3.2- 9 "t CI t'I CI , S-9' 9~ 2. { ] Property IS in a special assessing unit. ASSESSEO VAlUE · CLASS ONE RATIO = eQUALiZED VALue 1tthe EQUALIZED VALUE exceedS 5150.000. enter the ASSESSED VALUE here!' r", 000, 3. lv1 Multiply the ASSESSED VALUE by: Enter th8l'iMUIt h.r.:~ ,;L4-"iz...s-O, 00 The resuli Is the maximum total auessment request reduction allowable. C. I vf UNEQUAl ASSESSMENT: The total assessment i$ unequal becaus.e the property is assessed at a hIgher percentage of full (maneet) value than (check one). [ I (a) the average of all other property on the assessment roll. or l t.1 (b) lt1e average 0' residential property on the assessment roiL x25 Full (market) value of property~ S/5 ~ -? rr~,OO Based on one 01' more of the following, petitiol'\8r believes this property should be assessed at 5' (p % of full (market) value: 1. [--1 The latest State equalization rate for the 8SMsslng unit in which the property is located (enter latest equalization rate: <~ 9 %). S4TIF /lrr""~HtrD ';:.I'h!'T s/1/6"irr ~AO"" 14 S$E~.sOr- 2. [rf The latest residential assessment ratio fo4' the assessing unit in which the property is located {enter residential assessment rat~: 5' ~ %). S,; E /I "TT.+<<H~ p FI9'~ TShlFGT 3. [ ] A sample of mai't(et value. of recent sales prk:es and assessments of comparable residential propel'ti8S on which petiticJ.ner relies for objection (list parcelS on a separate sheet aM attach}. 4. [v1 statements of the assessor or other local official that property has been pi acec;l on th e r011 at t. Te> 8f! %. See If TTR~)/€ (;1 ~ t!F7/eA!.. p~(J1+'f C-ot.L/IJ(!,f '-""'I'f'.(/ Petitioner believes tt1e total auaslment should be reduced to S 8" >/ oP~ ThlS amoul'l may not be less th.an the total assessmMlt amount indicated in Section A (1). Of Section 8 r:3) whichever is greater. D I v( EXCES$IVEASSESSMENT: 1. (v( The total assesMd value exceeds the full (mancet) value of the property. Total assessed value of property: S I" 'I., S'18', 3~ Complainant believes the total aSHlamenl should be reduced to a full value of $ ) S II 7? 6, ()~ Attactllist of p.arc.ela upon which complainant relies for objection. [f applicable. This amount may not be less than the amount indicated in Section A (1). Or Sect'on B (3) 2. I 1 The taxable assessed value is excessive because of the denial of all or a portion of a part:al exemption. Specify exemption {e.g., aged, clergy. veterans. eie). Amount of exemption claimed: S . Amount granted, if any: $ This amount may not be greater trlan the amount indicat$d in A (2). If application for exemption was filed, attach a copy of application to tt1ls petition. E. INFORMATION TO SUPPORT THE FULL (MARKET) VALUE ClAlMEO 1. [ vr PurChase pnce of property $ /~~ I (JOO, 00 Date of purchase /9 f?" 'f Relationship, if any, between sefJer and purchaser /lIO/ll ~ 2. [ ) 'f property has been recently offered to( sale: When and for how long: How o1fered~ Asking price: S 3. [ ] If prgpeny hu been recendy appraised: When: By Whom: Purpose of appraisal: AppralMd value: $ 4. r Yf If buDdings have been recenliy remodeled, coosttucted, or addltiornal improvements made. state: Year remodeled, constructed. or additions made: OL <f Ft:1o r Rou...N'~ H8oVG@-A.o<<. IV () A:>o/ Date commenced: S- /.;1..0~1 Date completed: S"'/cOtoo I Cost: $ ~-; '100.00 5. rvr AmountforwhichyourpropettyiainSUred: S 11./0,000,00 Name of insurance company and ~icy number. If/I ~ T~7C I' Ns " e.o;~ClCJOqe:;CJ /EOICJf9..3 / 6. f 1 P'urcl'1ase price of comparable ptOpertyQe.) rec.ntly sold: $ PART 111 LISTING OF TAXING DISTR1CTS Names of Taxlna Oistrtcta 1. COUNTY: 1:> tl.. Te He s ~ 2. TOWN: (J..) Itp~I'1J 6-e~ Flflls 3. VILlAGE: IV I if- 4. SCHOOL DISTRICT to If-jJ"a/',V6-GJ(2. Sc..Ht?d / O/s TA-I'c..r ,'. ~ RPTl 730 PART IV DESIGNATION OF REPRESENTATIVE OF FILE PETITION . .' as petitioner (or officer thereot) hereby designate to act as my represeotatlve In any and all proceedings before the Small Claims Assessment Review of the Supreme Court in County tor purposes of reviewing the assessment of my real property as It appears on the vear assessment roll of (assessing unit) I. Slgnature of Owner (Or officer thereof) Date PART V . ELIGIBILITY AND CERTIFICATION I certify that: (a) The owner has previously filed a complaint required for administrative review of assessments. (b) The property Is Improved by a one, two or three family, owner-occupled residential structure used exclusively for residential purposes. and is not a condominium; except a condominium designated as Clasa 1 in Nassau County or as -homestead- Class in an approved assessing unit. (c) The requested assessment is not lower than the assessment requested on the complaint filed with the assessor or the Board of Assessment Review. (d) If the equalized value of the property exceeds $150.000. the requested assessment f&duction does not exceed 25 percent of the assessed value. (e) I have mailed. by certified mail, return receipt requested. or. delivered in person, withtn ten days after the day of flUng this pelition with the County Clerk. one (1) copy of this petition to the clerk of the assessing unit, or If there by no such clerk, then to the officer who performs the customary duties of that official, (f) I have mailed by regular mail within 10 (ten) days after the filing of the Petition with the County CIer1< one (1) copy of the Petition to: (a) The clerk of the school dlstrict(s)" within which the real property is located. or If there be no cler1< or the name and address cannot be obtained, then to a trustee. and (b) The treasurer of the county in which the property is located. I certify that all statements made on this application are true and correct to the best of my knowledge and belief. and I understand that the making of any willful false statement of material fact herein will subject me to the provisions of the Penal law relevant to the making and filing of false instruments. ,Mj/p. U~~.-~ . Signature of ef or representative (-NOTE: Filing with the school district is not required in Buffalo, Rochester, Syracuse or Yonkers) TOWN OF WAPPINGER COUNCLMAN WAItD FOUR JOSEPH P. PAClLONt ~ \NAPPI O~~ 1-'.... ~~ ,":"'.', "<!' o . ~ I- ___'>- ~ r-\","~f""'" ~~ ~~.:.. C.~ "'- "r... ,'\'" "55 CO'-' SlJPiRYI8PIl ,', "~fl'JGQIERO , " .~. - '...,0,'" OFFICE OF THE TOWN BOARD 20 MIDDLE8USH ROAD WAPPINGERS FAllS, NY 1258000324 (845) 2874744 TOWN~';,i!";"';,; VI~BETTINA CHAIS'lI#PHeR J. COlSEY JOSEPH P. PAOLONI R08ERT L YAL.DAT1 Dear Siefennann Family: ,.~__.1vf~~ Qp'!"QDC;e a year grle,~e day. }! is a da~ set, aside fotcitizens tOexer~se their rights to grieve their assessment. It is a three-step-process: -~','" "-~', """::~','-' ;1"'" (1) 'Obtain and submitt the~})ijeation. Located. in the A.ssessor's de~t. , (2) Appearing in front of the 'Grievance Board' on Wednesday. (3) Follow-up with small claims<>>urt, if denied by 'Gri",ance Board'. I am writiIl~t()you bee8U$e it ha$ COnte to myattentioll that despite the, bac1qtllt,t' ~sesments priO[~iours tsomeas many as 10 years old);theprocessipg of your assessment WSSQloved ahead of those and done out of order. As a result, your assessmen!};las been increased by ~~OO . This will~your annual total taxes (schoolandtowp.) by $88 this lack of orderly process is~ consti~s 'selective ~r; 'Additionally, assesrnentshave .to be done witha~stant~bmark. They cannot use a ben<:Jimark of market value in oneate@.and use aiillV'er8.ge of neighbofsvalues' in anotber area. ~,state cal1$Jor bothJill~ly process and an equal and consistaJU benchmark through sectioJ1J30S and l05Qf;tbe'Real Property Housinj Laws'. The average Wappinger house is assessed atS6%ofits market value; but, for some reason ward 4 is almost 85% of market value while other wards are as low as 11 %. All I ask is fairness. For 5 years, I have been fighting forfaimess int1rls d~t; howe"er, my lone ypice is not enough. You need to oxceISice your right to grieve and notify the supervisor in writing. The above should be satistactory info~()n to getting positive l'C$ults in the small claims co urt,step 3. Cordially Yours, ~pi'P, p~ Joseph P. Paoloni 462.1815 ,Hm (914)785-4829 Wk joe.paoloni@Cibasc;com ~#t http://ward4.cjb.l1et 5" 11 I!~ol' · t~ _ ___-....;....c<....~;)~ .:.. - ~f( -. -. l~"-".'i . ...-,' ."< "". ; -:J'~~'.-;-~--.....i.~.,,:.:_: ~ .....---~ ......-.! ,'-:t-;<' v l,HWnt: 11 - UpmlOnS 01 L,OUnSt:l .::'ltlKY.::'lI'W. 1"t t'age 1 011. · Of~~:.,,?~...~~~~..~.~P:~,~~~~~.~. Valuing & Astessing Ral Property I "upayer RighlS & Information Tax l\illcy f'ODDS, Publlcatioos E(}ualization & Rdatr.d & Exemptions & Procedures Tu Levy Distribution 5111:5 Qpinioll_S_ of Coug~~l Volume 11: Opinions of Counsel SBRPS No. 14 Assessments, generally (selective reassessment)(improved parcels) - Real Property Tax law, 9305: An assessor who reassesses only those parcels which have undergone improvement may bear the burden of proving that he or she did not selectively reassess such parcels, but rather, properly added the value of the improvement to the prior assessment We have been asked to reconsider that portion of 10 Op,Counsel SBRPS No, 60 in which we expressed the opinion that an assessor may not selectively reassess only properties that have been recently improved. An assessor has advised us that, in the absence of a statutory mandate to reassess on a periodic basis,1 there are many years in which the only assessments he increases are those of parcels to which improvements have been made, The assessor suggests that the relevant judicial decisions, including those cited in 10 Op.Counsel SBRPS No. 60, indicate that we were in error by opining that an assessor is acting contrary to law in selecting only recently improved parcels . for reassessment Respectfully, we disagree and reaffirm our prior opinion, It is true that the majority of the judicial decisions cited in 10 Op.Counsel SBRPS No. 60 concerned reassessment upon sale. Some, however, concerned new construction or improvements, For instance, in Deleonardis v. Assessor of City of Mt. Vernon, 226 AD.2d 530, 641 N,Y.S.2d 83 (2d Dept, 1996), the court said, "[W]hile assessment upon improvement may be permissible, the respondents have not, as in Nash v. Assessor of Town of Southampton, 168 AD.2d 102, 571 N.Y.S,2d 951, alleged that there is in place a comprehensive assessment plan under which all properties will be reassessed, including those on which improvements have been made" (226 AD,2d at 532,641 NXS.2d at 85). The court then went on to hold: Utilizing the recent purchase price as a basis for determining the increase in assessed value of a property on which improvements have been made pursuant to building permits, while similarly situated properties which have not been improved are not subject to reassessment, results in a discriminatory treatment of the petitioner by imposing upon him a tax burden not imposed upon owners of similarly situated property [citation omitted]. Therefore, the petition is granted to the extent of vacating the reassessment, and the matter is remitted to the respondents for a new assessment taking into account only the value of the improvements to the property (226 AD.2d at 532-33,641 N.Y.S.2d at 85). Still more recently, and subsequent to the issuance of our prior opinion, the same court again revisited this issue in Stern v. Assessor of the City of Rye, 268 A.D.2d 482, 702 N.Y.S.2d 100 (2d Dept, 2000), First, citing f'.Iasl:l, (~Yj)Ja), the court said, "reassessment upon improvement is not illegal in and of itself' (268 A.D.2d at 483,702 N.Y.S.2d at 101), The court then found for the taxpayers: Here, the petitioners' properties were reassessed after recent improvements. However, rather than adding the value of the improvements to the prior assessment [citing Deleonardis], the properties were reassessed to a comparable market value that included the value of the improvements [citing Nash). Since no comprehensive assessment plan was in place to reassess the entire tax roll to reflect the comparable http://www.orps.state.ny.us/search?NS-search-page=document&NS-rel-doc-name=/legal/opinions/v 11 11... 6/27/02 lle 11 - upllllOns or LOW1sel :stsKPS No. 14 m~et value of all appreciated properties, those properties with recent improvements bore a discriminatory tax burden not imposed on similarly- situated properties that had also appreciated, but which had no recent improvements [citing DeLeonardis] (268 A.D.2d at 483,702 N.Y.S.2d at 102; emphasis added). Page 2 of2 The Stern decision is consistent with the conclusion expressed in 10 Op.Counsel SBRPS No. 60. While limiting reassessment to recently improved properties may withstand judicial scrutiny in certain circumstances (~, adding the value of the improvement to the prior assessment), the assessor who admittedly does so, will likely bear what the courts refer to as the "burden of going forward" when confronted by an a taxpayer who claims that he or she has been selectively reassessed. In Stock v. Baumgarten, the court said: It is undisputed that there is a presumption of validity of an assessment by the taxing authority and the burden reposes on the challengers to show by substantial evidence that the assessments are excessive. This presumption of validity shifts the burden of going forward and is overcome as soon as credible evidence to the contrary is received sufficient to make out a prima facie case that the assessment is erroneous [citations omitted](211 A.D.2d 1008, 1009, 621 N.Y.S.2d 754, 756 (3d Dept., 1995).~ In conclusion, reassessing only those parcels which have been improved during the past year is not the preferred method for assessing all property at the statutory standard of uniform percentage of value. Where an assessor does so, either by choice or due to lack of resources devoted to the assessor's office, an allegation of selective reassessment should not be unexpected. To prevail in court, the assessor may be called upon to bear the burden of proving that such changes are not discriminatory. July 23, 2001 1. The law does require that property be assessed at a uniform percentage of value (Real Property Tax Law, 9305(2)), and, even in the absence of a statute requiring periodic reassessment, many assessing units do so, some on an annual basis. 2. A recent lower court decision also addressed this issue in the context of a tax certiorari proceeding (Blumberg v. Sherman, 185 Misc.2d 402,713 N.Y.S.2d 271 (Sup.Ct., Essex Co., 2000)). Last Modified on: 06/27/200222:28:38 Privacy and Security Notice I Copyright I Contact Us Questions/Comments: ny_~grps@orps.state. ny. us (518) 486-5446 Copyrighl 2002 All Rights R.csencd. Search text: opinions of counsel Document 131 of 424 Title: Volume 11 - Opinions of Counsel SBRPS No. 14 Copyright @ 1997 Netscape Communications Corporation. All Rights Reserved. http://www.orps.state.ny.us/search?NS-search-page=document&NS-rel-doc-narne=/legal/opinions/v 11 11... 6/27/02 --- , TO: Town Board FROM: Joseph P. Paoloni SUBJECT: 2002 Assessment Roll I have questions in 3 general areas that I feel need clarification before I can in good conscience approve this year's assessment role and I would like to share them with you in your evaluation of this process. (1) - No comprehensive reassessment plan: Must use reassessment upon improvement! I have recently come to understand that per the case Stern vs. the Assessor of the City of Rye, 268 A. D.2d 482, 702 N.Y.S.2d 100, that here, the petitioners' properties were reassessed after recent improvements. However, rather than adding the value of the improvements to the prior assessment [citing DeLeonardis vs. Assessor of City of Mt. Vernon, 226 A.D.2d 530, 641 N.Y.S.2d 83], the properties were reassessed to a comparable market value that included the value of the improvements [citing Nash vs. Town of Southampton, 188 A.D. 2d 102, 571 NYS 2d 951]. Since no comprehensive assessment plan was in place to reassess the entire tax roll to reflect the comparable market value of all appreciated properties, those properties with recent improvements bore a discriminatory tax burden not imposed on similarly-situated properties that had also appreciated, but which had no recent improvements [citing DeLeonardis] (268 A.D.2d at 483,702 N.Y.S.2d at 102; emphasis added). According to Stern vs. the City of Rye, "It is well established that, in the absence of a comprehensive plan of reassessment wherein all similarly situated properties are treated uniformly, a taxing authority may generally modify the assessment with respect to a particular property only where there has been a physical alteration or improvement to the property. (DeLeonardis v. Assessor of the City of Mount Vernon, 226 A.D.2d 530 (2d Dept. 1996); Nash v. Assessor of the Town of Southampton, 168 A.D.2d 102 (2d Dept. 1991). In that instance (reassessment upon improvement), the value of the improvements may be added to the prior assessment, but the assessor cannot lawfully undertake a de novo review that reassesses the property to a percentage of market value. Stern v. Assessor of the City of Rye, 268 A.D.2d 482 (2d Dept. 2000). It appears that in a quick spot check of analyzing some of the properties that were reassessed this past season per the May nod memo from the Assessor's Department, some properties were done using the fixed percentage of market value method and others using the reassessment upon improvement method. The following are properties that appear to have used the fixed percentage of market value method: D Property with grid # 6259-04-564100 had an improvement reassessed whereby the $180,000 assessment increased 53% or $95,000 to $275,000, approximately fixed percentage 59% of market value. D Additionally, property with grid # 6259-04-572011 had an improvement reassessed whereby the $131,000 assessment increased 63% or $82,000 to $213,000, approximately fixed percentage 59% of market value. D Furthermore, property with grid # 6259-04-565027 had an improvement reassessed whereby the $148,000 assessment increased 34% or $50,000 to $198,000, approximately fixed percentage 59% of market value. D Again, property with grid # 6259-04-680200 had an improvement reassessed whereby the $247,000 assessment increased 25% or $61,000 to $308,000, approximately fixed percentage 59% of market value. This appears to be not only inconsistent with statutory law, but also to other properties on the same tax role, which appear significantly different. For example, property with grid # 6057-04-553316 had a similar improvement reassessed whereby the $300,000 assessment increased 8% or $25,000 to $325, approximately 40% of market value and appear to have been assessed using the reassessment upon improvement method. Other examples below appear to have been assessed using the reassessment upon improvement method and showed significant differences from the 4 examples above, which appeared to use the fixed percentage method: D Property with grid # 6156-01-423651 had a reassessment whereby there was 'NO VALUE CHANGE' yet valued at $208,000 and the assessment $90,000 or 43.3% of market value. Why was this done differently than the 4 examples above? D Property with grid # 6056-03-218470 had a reassessment whereby there was 'NO VALUE CHANGE' yet valued at $189,900 and the assessment $93,000 or 46.5% of market value. Why was this done differently than the 4 examples above? Property with grid # 6 I 57-02-850869 had a reassessment whereby there was 'NO VALUE CHANGE' yet valued at $225,000 and the assessment $1 10,000 or 48.9% of market value. Why were the 4 examples above assessed differently than this one? Property with grid # 6157-04-548470 had a reassessment whereby there was an increase of$10,000 yet valued at $180,000 and the assessment $86,000 or 47.8% of market value. Why were the 4 examples above assessed differently than this one? Property with grid # 6258-04-573083 had a reassessment whereby there was an increase of $3,500 yet valued at $227,000 and the assessment $1 10,000 or 48.5% of market value. Why were the 4 examples above assessed differently than this one? o Property with grid # 6157-04-972292 had a reassessment whereby there was an increase of$7,000 yet valued at $3 14,900 and the assessment $ I 64,000 or 52. I % of market value. Why were the 4 examples above assessed differently than this one? Given the above incongruencies in process, how many others were done incorrectly and does this merit an internal audit or a reprocessing of all units under one fair and consistent method? ( 2) - Selective Assessment! Also, per the Opinions of Council Volume 11, SBRPS No. 14, "An assessor who reassesses only those parcels which have undergone improvement may bear the burden o/proving that he or she did not selectively reassess such parcels, but rather, properly added the value of the improvement to the prior assessment." It is well known that there are many files outstanding with closed building permits NOT reassessed that allegedly was the result of the prior assessor's unfinished work. There comes a time when a resident or current appointed official must assume the responsibility of their predecessor, especially by the time of their second term. In my opinion, the existence of a secondary 'pile' sets up an appearance of impropriety for 2 reasons. Firstly, due to the inability to bear the burden of proving that he or she does not selectively assess by not having a chronological process where it can clearly be pointed to why a reassessment rightfully occurred at its rightful point in time. Whether the department has 3 or 10 people, the oldest MUST go first in reposing the burden from the assessor to the challenger in showing that the assessment was NOT selective [citing SBRPS No. 14]. Secondly, in the absence of status or a record of the contents of that 'pile'; how does the town bear the burden of proving that he or she did not selectively reassess when the town cannot prove that no newer or more recent building permits were assimilated into the previous assessor's 'pile'? (3) - Grievance Board and Audit Process! Furthermore, I would like clarification on how a commercial assessment grid#6258-03-278358 increases 58% from $2.2 MM to $5.0 MM. Clarification should include how it was identified, how the final numbers were arrived at, what method was used with dates and times of such meetings. 1 would like a detailed process outline of the grievance process including the security of application submitted for grievance and audit trail Vis a Vis the tape recording of the actual grievance. In other words, how do we ensure that the grievance process cannot be violated? Also, given the issues regarding the lawful process to use the reassessment upon improvement method. Was the grievance board acting in concert with statutory law in suggesting to grieving applicant to gather 'Market Value' data or appraisals of the entire value of the property suggesting a reassessment to a comparable market value that included the value of the improvement [citing Nash]. Furthermore, I challenge the neutrality of the grievance board based on comments made during the taped meetings that the board by default sides with the assessor. Additionally, I challenge the petitioning to at least one town board member objecting to the informing of town residents on town issued letterhead. Recommendation I recommend that the entire process be audited. Additionally, I recommend that with the output of such audit we reestablish the statutory process in writing for both valuation and orderly process. This process should be as mechanical as possible to remove any potential subjective pressure placed on that department. A well defined checks and balance process should be put in place to ensure with absolute certainty that the grievance and assessment process cannot be violated. By virtue of doing this the Grievance board ensures that the well-defined process has been followed and encourages the challenger to know his or her rights and the town policies of assessment. Joseph P. Paoloni ';'/ . 3 Cloverdale Place Wappinger Falls, NY 12590-4503 June 4, 2002 Mr. Joseph Ruggiero Town Supervisor Town of Wappinger Falls 20 Middlebush Road Wappinger Falls, NY 12590-0324 Dear Mr. Ruggiero: I am writing in regard to the way that the Town assesses properties. Mr. Paoloni, my Councilman, recently informed me that the reassessments by the Town of Wappinger are not being done in a way that follows the 'Real Property Housing LaW. I am presently being assessed in the amount of $94,500 for my 1,350 sq.ft. Raised-Ranch on a .63 acre parcel. The only thing I did to my property was to install a new 24ft. above-ground pool which required a building permit. It is my understanding that this flagged my property to be reassessed in the amount of $97,000. From what I have read, this is an example of selective assessment, which is not legal unless other criteria are being met. I do not feel these other criteria are being met in the Town of Wappinger. With this information I filed a grievance with the Grievance Committee on May 28, 2002. I filled out the grievance application and went to my appointment with the Committee at 9:00 p.m. I was told that just because I am filing this grievance I should expect to see some sort of reduction in my assessed value. I was also told that the Committee has to believe the Assessors' office until the Assessors' office is proven wrong and that I, the taxpayer, needed to bring in by the following Friday at least 3 pieces of evidence (properties) that supports my position and claim on my application. We talked about my house and they told me my house had a full-assessed value of about $200,000 and made me feel like I should be happy that the assessment wasn't higher. This seemed to me to be inappropriate since I thought they should be more impartial and not take sides. They told me to talk to Mr. Paoloni about getting more information about where he got his documentation from and present it along with the evidence I collected, on Friday May 31, 2002. I spoke to Mr. Paoloni after the Town Board meeting on May 28, 2002. In talking to Mr. Paoloni, who helped me a great deal, I was able to find the evidence (as they called it) to present to the Assessor's office on Friday. I was able to find 10 different properties in the short time that I had to look. I felt they supported my position in one form or another. I took pictures of the properties and went to the Assessor's office to get the correct information to go with that property. I gave them the graph's I created to show why I targeted certain areas. I choose certain areas for their proximity to trains, recreation, stores and homes that represented areas that I felt were similar to my own. In my research, I found it appears so many taxpayers in the Town are not being taxed equally. It appears to me that there is no standardization with regard to figuring out the individual tax assessment for taxpayers and that the procedures in place are not working. I believe there are many inequities between taxpayers and they are growing at an alarming rate. I also feel the process in place causes undue hardship on the whole system. Every time a taxpayer has to get a building permit for something like an above ground pool or a shed (both not permanent structures) just so the Assessor can go and assess the property two things happen. First, it overburdens the Building Department so they can't perform their primary tasks satisfactorily and secondly, it overburdens the Assessor's office for roughly the same reasons, the Departments are just playing catch up all the time and not able to focus on keeping things current and efficient. This seems to be a very costly way of doing business. As I stated above, it appears to be selective assessment and I think that shifts the burden of proof to the Assessor. ~. Town of Wappinger June 4, 2002 Page 2 Mr. Ruggiero, I am only a concerned taxpayer that wants equality under the law, and that is why I am bringing this matter to your attention. I also believe you will be fair in regards to this matter. You seem to be genuinely concerned for the Town when we talked during your campaign. If you can help me resolve this matter it would be greatly appreciated. I would like you to let me know what you find out if at all possible. I feel very strongly about this matter now that I know what is happening throughout the Town in regards to assessments. Please feel free to call or contact me anytime at 298-3289. I wish more politicians were like Mr. Paoloni for taking this injustice to the Taxpayers of not only his Ward, but also the whole Town of Wappinger. I am sure it took a lot of courage for him to do so. Sincerely yours, ~~ Robert A. Siefermann FACT SHEET PHONE # 297-8275 LOCATION: TOWN HALL, 20 MIDDLEBUSH ROAD, WAPPINGER FALLS NY 12590 TUESDAY, MAY 28TH, 2002 GRIEVANCE DAY: HOURS: 9AM - 12 PM 6PM . - 8 PM ASSESSOR LINDA TASADFOY EQUALIZATION RATE ~J RESIDENTIAL ASSESSMENT RATIO (RAR) 56.67 Please submit 5 copies plus the orieinal of all documentation. Return 5 business days prior to grievance day, by ( May 20th 2002) so we may set up an appointment for you. , ~ ~ Allstate~ . You're in good hands, EVIDENCE OF INSURANCE Coverage afforded by the policy is provided by the Allstate Insurance Company, Northbrook. Illinois Number : 000000013010893 Insured's name. mailing address and zip code: ROBERT A & CAROL A SIEFERMANN 3 CLOVERDALE PLACE WAPPINGERS FLS NY 12590 Location of Premises (If different than shown above): SAME First Mortgagee. address and zip code: TEG FEDERAL CREDIT UNION ITS S/A C/O CUC MTGE CORP PO BOX 12670 ALBANY NY 12212 The POLICY PERIOD and PREMIUM PERIOD will be Annual and begin on the date shown. The POLICY PERIOD and PREMIUM PERIOD will begin at 12:01 a.m. Standard Time on 11/13/2001 to 11/13/2002 Insurance is provided as follows: POLICY TYPE - DELUXE PLUS HOMEOWNERS Policy Limit of Liability Section I Dwelling Protection $140000 Total Annual Policy Premium $350.00 Extended Replacement Cost on Dwelling Personal Property Reimbursement Deductibles $500 to loss to the covered property from all insured perils. Page 1 of More R2853- 1 - You're in good hands. EVIDENCE OF INSURANCE Number : 000000013010893 PROVISIONS: This form is not the contract of insurance. The provisions of the policy shall prevail in all respects. All premiums for the insurance policy shall be computed in accordance with Allstate's rules. forms. premiums and minimum premiums applicable to the insurance afforded which are in effect at the inception of the insurance and upon each anniversary thereof. including the date of interim changes. It is understood that should the insurance protection evidenced herein terminate for any reason. due notice will be given to the Insured. to the mortgagee. and to all other interested parties in accordance with the standard mortgagee clause. A copy of the Policy Declarations reflecting the annual premium will be sent. if required. to the mortgagee and to any other interested parties. Authorized Agent: Nancy H. Schneider exclusive agent 2591 South Ave Rt.9D Agent Signature: Wappi ngers Fl s ~~)297 -8803 ~)298-0 1 NY 12590 Page 2 of 2 R2853- 1 SUBJECT WAPPINGER QUANTITY CONDITION PERCENT GOOD REPLACEMENT COST --TO DELETE IMPRVMNT 2 STRUCTURE CODE NORMAL IMPROVEMENT UPDATE DATE : 05/30/2002 6056-01-261793-0000 ROLL SEC TAXABLE SITE PRP CLS 1 FAMILY RES OWNERSHIP TOTAL RES SITES 1 LAND $31,000 TOTAL COM SITES 0 TOTAL $67,000 RESIDENTIAL SITE R01 ===================== RP1 MEASURE CODE SQUARE FEET 3 DIMENSION 1 96 DIM 2 GRADE AVERAGE YEAR BUILT FUNCTIONAL OBSOLESCENCE RCN LESS DEPRECIATION ----TO DELETE IMPRVMNT BELOW, ENTER X RG1 MEASURE CODE SQUARE FEET DIMENSION 1 1200 DIM 2 GRADE AVERAGE YEAR BUILT FUNCTIONAL OBSOLESCENCE RCN LESS DEPRECIATION 1 3 C 1997 MOuITORIS, ROBERT A I 20 CIRCLE DR =====================IMPROVEMENT FOR 1 STRUCTURE CODE PORCH, OPEN (RCN) ABOVE, ENTER X GAR, 1. 0 ATT 3 QUANTITY CONDITION PERCENT GOOD REPLACEMENT COST (RCN) NORMAL 1 3 C 1994 =====================TOTAL IMPROVEMENT ITEMS 3 ==ENTER STRC CODE TO GO TO: F1=CANCEL F4=GO TO SITE F6=GO TO BUILDING F10=UPDATE MENU F2=ADD IMPRVMNTS F5=GO TO LAND F7=GO TO IMPRVMTS F13=UPDATE PRCL F3=DEL IMPRVMNTS 40.40 .r f' ./ J -/ -/,I ;:;- 0 L D6--. D e,/17: A e e 0 (< c " J...J 6- ~ C If A?. /IY 6/1 A- "V II....... /C> TIIG'{ fI/f P .T~ CJ /3(,1. ,'1&, 'p 6- jJ8~ m i 13 e L-o.s IE" D ONE /.Iv' /999 FClA /Jl>J>/I-'fJAJ CJ-,4IITe/2!??;'ct-v.$ /9 9 t./ ro,*2. /? E */ft; pc:.-", If! ~ G I e. /'f//Fo - /// 30~h? - ,,- ~ -O:L - ,R1'f;,vy 0 t.7TsiDc .. SUBJECT WAPPINGER CABRE.RA, MI CHAEL 3" BROADWAY AVE -------------------------- -------------------------- BUILDING STYLE OLD STYLE NO. OF STORIES EXTERIOR WALL ALUM/VINYL YEAR BUILT NO. KITCHENS NO. BATHROOMS NO. BEDROOMS NO. FIREPLACES HEAT TYPE HOT WTR/STM FUEL TYPE OIL RESIDENCE UPDATE DATE : 05/30/2002 5956-12-973615-0000 ROLL SEC TAXABLE SITE PRP CLS 1 FAMILY RES OWNERSHIP TOTAL RES SITES 1 LAND $24,000 TOTAL COM SITES 0 TOTAL $72,000 RESIDENCE FOR SITE R01 ============================= 08 CENTRAL AIR YES 1 1ST STORY 1658 1.5 BASEMENT TYPE FULL 4 2ND STORY 03 BASMT.GARAGE CAPACITY 3RD STORY 1875 CONDITION FAIR 2 HLF STORY 1140 1 GRADE AVERAGE C 3QTR STORY 2.0 GRADE ADJUSTMENT FIN OVR GAR 3 PORCH TYPE FIN ATTIC PORCH AREA FIN BASMT 3 ATTCH.GARAGE CAPACITY UNFIN HLF 4 PERCENT GOOD UNFIN 3QTR FUNCTIONAL OBSOL. UNFIN ROOM :--------------------:SQUARE FOOT RCN LIVING AREA 2228 RCNLD FIN REC RM -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Fl=CANCEL F2=GO TO USER DATA F3=DELETE RESIDENCE F4=GO TO SITE F5=GO TO LAND F7=GO TO IMPRVMT F10=UPDATE MENU F13=UPDATE PRCL 40.30 ~---. ";,.:..~............, ~'~. , , . . . . ,,'.:....~t-JL,(;r ,." ..- DATE: 05/30/2002 ROLL SEC TAXABLE SUBJECT RESIDENTIAL SITE INQUIRY 135689 WAPPINGER 6057-04-773160-0000 ,. PARCEL PCLS 210 1 FAMILY RES r~EY, EUGENE TOT RES SITES 1 LAND $30,000 1 BIG ELM RD TOT COM SITES 0 TOTAL $81,500 ================SALES===========RES SITE ROl ============RESIDENCE============== BLDG. STYLE RANCH YEAR BUILT 1960 EXTWALL MAT ALUM/VINYL STORIES 1.0 GRADE AVERAGE ------AREAS----- HEAT TYPE HOT AIR 1ST STORY 1784 NO. OF FIREPLACES 1 2ND STORY NO. OF BATHROOMS 2.0 HLF STORY NO. OF BEDROOMS 3 3QTR STRY ATT. GAR. CAPACITY FIN BASMT BAS. GAR. CAPACITY 1 TOTAL SFLA 1784 ============ TOTAL LAND ITEMS 2 ========== TYPE FRNT DPTH ACRES SQR FT ================SITE================ PROPERTY CLASS 1 FAMILY RES ZONING R20 SEWER PRIVATE WATER PRIVATE UTILITIES ELECTRIC NEIGHBORHOOD ==== TOTAL IMPROVEMENT ITEMS TYPE SIZE1 SIZE2 5 PORCH, COVER 440 6 SHED, MACHIN 120 .7 PORCH, OPEN 80 42 7 ==== QUAN 1 1 1 ----------------------------------- ------------------------ ------------------ ----------------------------------- ------------------------ ------------------ F6=ASMNT INQUIRY F3 PREV ITEMS F9=GO TO XREF F10=GO TO MENU F1=MORE ITEMS 75.20 03-050 F2=SITE UPDATE F4=NEXT RES SITE ON FILE ..~'>-'-' .. .... _...... y 8$~~- .~ ,.,.r ..- RESIDENTIAL SITE INQUIRY 6057-04-763179-0000 PARCEL PCLS 210 1 FAMILY RES TOT RES SITES 1 LAND $27,500 TOT COM SITES 0 TOTAL $79,000 SITE R01 ============RESIDENCE============== BLDG. STYLE RANCH YEAR BUILT 1957 EXTWALL MAT WOOD STORIES 1.0 GRADE AVERAGE ------AREAS----- HEAT TYPE HOT AIR 1ST STORY 1068 NO. OF FIREPLACES 1 2ND STORY NO. OF BATHROOMS 1.0 HLF STORY NO. OF BEDROOMS 3 3QTR STRY ATT. GAR. CAPACITY FIN BASMT BAS. GAR. CAPACITY TOTAL SFLA 1068 ============ TOTAL LAND ITEMS 2 ========== TYPE FRNT DPTH ACRES SQR FT 1 PRIME SITE .46 2 RESIDUAL .03 SUBJECT 135689 ~ WAPPINGER MAY, CHARLES P. 3' BIG ELM RD ~~~=============SALES===========RES ================SITE================ PROPERTY CLASS 1 FAMILY RES ZONING R20 SEWER PRIVATE WATER PRIVATE UTILITIES ELECTRIC NEIGHBORHOOD ==== TOTAL IMPROVEMENT ITEMS TYPE SIZE1 SIZE2 1 GAR,l.0 ATT 252 2 POOL,CONCRE 512 42 2 ==== QUAN 1 1 DATE: 05/30/2002 8) ROLL SEC TAXABLE ----------------------------------- ------------------------ ------------------ ----------------------------------- ------------------------ ------------------ F6=ASMNT INQUIRY F3 PREV ITEMS F9=GO TO XREF F10=GO TO MENU Fl=MORE ITEMS 75.20 03-050 F2=SITE UPDATE F4=NEXT RES SITE ON FILE . CURF-~NT YEAR 02 135689 WAPPINGER , HONIGSBERG, JOSEPH L 1& CIRCLE DR 6056-01-260771-0000 NYSRPS OWNER INFORMATION UPDATE SCHOOL BEACON CITY SCHO PRCLS 1 FAMILY R TAX CODE HOMESTEAD DATE : (2/ 05/30/2002 LAND SIZE LAND TOTAL 0.58 AC 28,500 69,500 ========== OWNER INFORMATION NAME-1 HONIGSBERG, JOSEPH L ----- ----- ================ MISCELLANEOUS ============== STATUS A ROLL SECTION 1 ROLL SUB-SECT PRIOR ROLL SECTION 1 MORT NO ACCT NO 19260771 BANK H080006 COM CODE COM TERM ESMT ALLOCATION FACTOR ASR1 LIFE E N CTY1 CTY2 AG DIS EDZ IN REM SPLT T FILE M 5780 LOT 1 =============AUDIT TRAIL INFO=============== CREATE DATE 00/00/00 LAST FM 04/16/02 LAST BATCH 349 NAME-2 & DENISE A ADDR-1 ADDR-2 STREET 16 CIRCLE DR CITY WAPP FLS NY ZIP 12590 ZIP+4 0000 ------------------------------------------------------------------------------ ------------------------------------------------------------------------------ F1=CANCEL F3=DESC F5=EXEMPTIONS F2=VALUE F4=SALES F6=SPEC DIST 71.00 03-050 F8=CLASS F9=KEYCHANGE F12=DONE/GO TO INVENTORY F10=DONE/GO TO MENU RESIDENTIAL SITE INQUIRY 6157-04-526258-0000 PARCEL PCLS 210 1 FAMILY RES ROSE, JOHN W TOT RES SITES 1 LAND $28,000 7} CARD RD TOT COM SITES 0 TOTAL $105,000 =~==============SALES===========RES SITE R01 ============RESIDENCE============== BLDG. STYLE RANCH YEAR BUILT 1956 EXTWALL MAT ALUM/VINYL STORIES 1.0 GRADE AVERAGE ------AREAS----- HEAT TYPE HOT WTR/STM 1ST STORY 1928 NO. OF FIREPLACES 2ND STORY NO. OF BATHROOMS 2.0 HLF STORY NO. OF BEDROOMS 4 3QTR STRY ATT. GAR. CAPACITY FIN BASMT BAS. GAR. CAPACITY TOTAL SFLA 1928 ============ TOTAL LAND ITEMS 2 ========== TYPE FRNT DPTH ACRES SQR FT 1 PRIME SITE .34 2 RESIDUAL .23 SUBJECT 135689 WAPPINGER ================SITE================ PROPERTY CLASS 1 FAMILY RES ZONING R20 SEWER PRIVATE WATER PRIVATE UTILITIES ELECTRIC NEIGHBORHOOD ==== TOTAL IMPROVEMENT ITEMS TYPE SIZE1 SIZE2 1 PORCH, OPEN 1248 2 SHED, MACHIN 144 3 PORCH, OPEN 112 4 POOL,ABV GR 573 37 4 ==== QUAN 1 1 1 1 DATE: 05/30/2002~ ROLL SEC TAXABLE ----------------------------------- ------------------------ ------------------ ----------------------------------- ------------------------ ------------------ F6=ASMNT INQUIRY F3 PREV ITEMS F9=GO TO XREF F10=GO TO MENU F1=MORE ITEMS 75.20 03-050 F2=SITE UPDATE F4=NEXT RES SITE ON FILE * . y.1~~:.':'"?,~.:...' -... .,;~. .....;.1;1;\.... P t.::'~\~.~ ,>>"t~ ~:'f I i:.a,,":,j..l'~. J ~t:. Tj ,~ ~A-~..:~.~}. ..:-_" '.I '';j , .- ~-~'-r:--' ..... .~ ;till- ! , ' ~ .- .,j ~ f . ~l' ? -,... ". .1 CURRENT YEAR 02 135689 WAPPINGER GARCIA, STANLEY 8 ..,CAMERON LN 6057-02-719564-0000 , NYSRPS OWNER INFORMATION UPDATE DATE : 05/30/200~ SCHOOL WAPPINGERS CEN S PRCLS 1 FAMILY R TAX CODE HOMESTEAD LAND SIZE LAND TOTAL 0.45 AC 27,000 89,000 ========== OWNER INFORMATION NAME-l GARCIA, STANLEY ----- ----- ================ MISCELLANEOUS ============== STATUS A ROLL SECTION 1 ROLL SUB-SECT PRIOR ROLL SECTION 1 MORT NO ACCT NO 19719564 BANK COM CODE COM TERM ESMT ALLOCATION FACTOR ASRl LIFE E N CTY1 CTY2 AG DIS EDZ IN REM SPLT T FILE M LOT =============AUDIT TRAIL INFO=============== CREATE DATE 00/00/00 LAST FM 04/16/02 LAST BATCH 340 NAME-2 & HIRO H. ADDR-1 ADDR-2 STREET 8 CAMERON LANE CITY WAPP FLS NY 'ZIP 12590 ZIP+4 0000 ------------------------------------------------------------------------------ ------------------------------------------------------------------------------ F1=CANCEL F3=DESC F5=EXEMPTIONS F2=VALUE F4=SALES F6=SPEC DIST 71.00 03-050 F8=CLASS F9=KEYCHANGE F12=DONE/GO TO INVENTORY F10=DONE/GO TO MENU t (,-' CURkENT YEAR 02 135689 WAPPINGER DARNOBID, BOHDAN 4 CAMERON LN 6057-02:734579-0000 NYSRPS OWNER INFORMATION UPDATE SCHOOL WAPPINGERS CEN S PRCLS 1 FAMILY R TAX CODE HOMESTEAD DATE : 05/30/2002~ LAND SIZE LAND TOTAL 0.41 AC 24,500 92,000 ========== OWNER INFORMATION NAME-1 DARNOBID, BOHDAN ----- ----- ================ MISCELLANEOUS ============== STATUS A ROLL SECTION 1 ROLL SUB-SECT PRIOR ROLL SECTION 1 MORT NO ACCT NO 19734579 BANK COM CODE COM TERM ESMT ALLOCATION FACTOR ASR1 LIFE E N CTY1 CTY2 AG DIS EDZ IN REM SPLT T FILE M LOT =============AUDIT TRAIL INFO=============== CREATE DATE 00/00/00 LAST FM 04/16/02 LAST BATCH 349 NAME-2 & CHRISTINE ANN ADDR-1 ADDR-2 STREET 4 CAMERON LANE CITY WAPP FLS NY .ZIP 12590 ZIP+4 0000 ------------------------------------------------------------------------------ ------------------------------------------------------------------------------ F1=CANCEL F3=DESC F5=EXEMPTIONS F2=VALUE F4=SALES F6=SPEC DIST 71.00 03-050 F8=CLASS F9=KEYCHANGE F12=DONE/GO TO INVENTORY F10=DONE/GO TO MENU CURRENT YEAR 02 135689 '~APPINGER LEGG, DOUGLAS 25 CHELSEA RD 6056-~1-059608-0000 NYSRPS OWNER INFORMATION UPDATE DATE : 05/30/20020 SCHOOL BEACON CITY SCHO PRCLS 3 FAMILY R TAX CODE HOMESTEAD LAND SIZE LAND TOTAL 3.70 AC 37,000 140,000 ========== OWNER INFORMATION NAME-1 LEGG, DOUGLAS ----- ----- ================ MISCELLANEOUS ============== STATUS A ROLL SECTION 1 ROLL SUB-SECT PRIOR ROLL SECTION 1 MORT NO ACCT NO 19059608 BANK COM CODE COM TERM ESMT ALLOCATION FACTOR ASR1 LIFE E N CTY1 CTY2 AG DIS EDZ IN REM SPLT T FILE M LOT =============AUDIT TRAIL INFO=============== CREATE DATE 00/00/00 LAST FM 04/16/02 LAST BATCH 349 NAME-2 ADDR - 1 ADDR-2 STREET 25 CHELSEA RD CITY CHELSEA NY 'ZIP 12512 ZIP+4 0024 ============================================================================== F1=CANCEL F3=DESC F5=EXEMPTIONS F2=VALUE F4=SALES F6=SPEC DIST 71.00 03-050 F8=CLASS F9=KEYCHANGE F12=DONE/GO TO INVENTORY F10=DONE/GO TO MENU ~ .."