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HomeMy WebLinkAbout5F - Pleasant Street Reconstruction ~~~'~'""'OO, ~NE~ STAFF AGENDA REPORT MEETING DATE: AGENDA #: PREPARED BY: AGENDA ITEM: NOVEMBER 16,1998 SF RALPH TESCHNER, FINANCE DIRECTOR CONSIDER APPROVAL OF RESOLUTION 98-XX AUTHORIZING SPECIAL ASSESSMENT DEFERRAL FOR PROJECT 98-15 PLEASANT STREET RECONSTRUCTION DISCUSSION: Introduction The purpose of this agenda item is to consider approval of the deferment application for special assessments on PIN# 25 006 017 0 owned by Pleun and Yolanda Nouwen in the amount of$4,125.00. Historv At its regular meeting of September 21, 1998 the City Council adopted the assessment roll for Project 98-14 Pleasant Street reconstruction with two exceptions. On October 23, 1998 the Nouwens submitted an application for deferment of their special assessment. Current Circumstances Prior Lake City Code, Chapter 1-13-1 allows for the deferment of assessment principal and interest of the following four criteria are satisfied: 1. Applicant must be 65 years of age or older. 2. The qualifying property must be the homestead of the applicant. 3. Annual gross income shall not exceed the income limits as set forth by family size according to Attachment A of Ordinance 86-3. (1998 income limitation for two family members is $27,132.00) 4. Total special assessment to be deferred must exceed $1000.00. The application for the deferment of special assessments for this parcel is complete and the applicant meets all City requirements. ALTERNATIVES: 1. A motion as part of the consent agenda to approve Resolution 98-XX authorizing special assessment deferment for the application submitted. 16200 Eagle Creek Ave. S.L, Prior Lake, Minnesota 55372-1714 / Ph. (612) 447-4230 / Fax (612) 447-4245 AN EQUAL OPPORTUNITY EMPLOYER F:\USERSIRALPH\AGENDA \A980S.DOC RECOMMENDED MOTION: REVIEWED BY: Attachments: 2. Remove from the consent agenda and reject the Resolution for a specific reason. Alternative #1 - a moti~s part of the consent agenda to approve the Resolution a d apP1'l_on for deferment as submitted. (~ ;.-.. 1. App1ic . n for Deferment of Special Assessments T------- ~.p~ ur\~> ~ ~ RESOLUTION 98-XX ~IN SO'\~ N E';'" A RESOLUTION APPROVING SPECIAL ASSESSMENT DEFERRAL PURSUANT TO CITY POLICY FOR PLEUN AND YOLANDA NOUWEN IN THE AMOUNT OF $4,125.00 MOTION BY: SECOND BY: WHEREAS, property owned by Pleun and Yolanda Nouwen has been specially benefited by City Project 98-15, and WHEREAS, the property identified as PIN #25 0060170 has accordingly been assessed in the amount of$4,125.00, and WHEREAS, Mr. and Mrs. Nouwen have submitted an application requesting deferment of such special assessments in accordance with State Statute and City Policy, and WHEREAS, the staff has examined the application and finds it to conform with State Statute and City Policy requirements. NOW THEREFORE, BE IT RESOLVED BY THJ!; CITY COUNCIL OF PRIOR LAKE, that it does hereby approve the application and request of Pleun and Yolanda Nouwen for deferment of special assessments in the amount of $4,125.00 spread against the property PIN# 25 006 017 0 pursuant to improvements specially benefiting the property by City Project 98-15, and FURTHER, the Finance Director is directed to administer the deferment in accordance with State Statute and City Policy. Passed and adopted this 16th day of November, 1998. YES NO I MADER I KEDROWSKI I PETERSEN I SCHENCK I WUELLNER MADER KEDROWSKI PETERSEN SCHENCK WUELLNER Frank Boyles, City Manager City of Prior Lake {Seal} 16200 E~~Y~~il~~o~Sls~E~~pgr Lake. Minnesota 55372-1714 / Ph. (612) 447-4230 / Fax (6ltflt47-4245 AN EQUAL OPPORTUNITY EMPLOYER H:IASSESSIDEFERAP,DOC APPLICATION FOR DEFERMENT OF SPECIAL ASSESSMENTS Pursuant to City of Prior Lake Code 1-13-1 File # qs-o"\ ", TO: City Manager City of Prior Lake I, I'>L E u n /I/. f/OU tJ <1.. n the undersigned declare under penalties of perjury: That I reside at LjI,Z8 ?t.E/lSrJ#T5i"R. 5 .E That my spouse is (name) ~L. ,L)/vD/f That I am 65 years or olde( and that my date of birth is 11-). 6 -:{. ~ That my family size/number of dependents is 2 IF APPLICABLE: That I am retired by reason of permanent and total disability (Please attach a sworn affidavit by a licensed medical doctor to the fact that you are unable to be gainfully employed due to a permanent and total disability). That the following described property is owned by and is the homestead of the applicant: Property Address Phone Number Legal Description Parcel Identification Number LJI?..5 f"L~T ~i~~ LlLl7-t.J104 vJ (1?~'8~ALL~,.e~z Z5 - -01-=1-0 LAKEsroc ~S That my.annual gross income for myself and my spouse as reported on applicant's most recent income tax return (attach a copy of your last year's Federal Income Tax Return), plus non- taxable income received such as Social Security, pension, worker's compensation or similar proceeds is $ :z~ if 07 which does not exceed the family size income limits according to Attachment A of Ordinance 86-03. Applicant hereby requests that the following special assessment of $3JZ6.c&? for Project~hich is levied against the above described property be deferred. I hereby acknowledge that any of the following reasons shall result in the total amount of the deferred special assessment, including interest, to be certified currently upon the property tax rolls of Scott County to be collected over the appropriate time period. 1. Failure to renew this application each year by September 30th. 2. Death of the owner, if the spouse is not eligible for benefits. 3. Sale, transfer or subdivision of the property or any part thereof. 4. Loss of homestead status. 5. Determination of no hardship. I hereby declare that I have read the above and that the information in this application is, to the best of my knowledge, true and correct. V~ ff ~u.-.- (Applicant's Signature) bt oJI.." .~Ld f,~rJ. Subscnl>ed and "WU1U to eaOTe me Lll1S." ) , ay '0 ~"'H) '~~:l'i!:"~~'''''.'~~u'"ar..;,)'''''I'et!'e=t!'il'~a~' . ~~ ~ 0 ,..~ ,~ ' ..- i.,' i'.. JUDITH l PINT . ;~, :. : NOTAR'iPUBqC:MlNN~~t.~ ' PUb IC) "'. "'~F!':J 'fi;] I...: , h'th"..~~::'UII ~I' Ii .J ~.y My Commission Expires Jan. 31, 2000 V , ~. -~--~----,---_.- , \91l (J~ w i/Ttlf 1/I~~1i1~i/7 ~@97 7A~Aft!bo/f t .. ./ ~ 1 040 L~~el t'L (se;\: instructions ~ on page 10.) E Use the IRS L label. Otherwise, please print or type. Presidential " ~lectiDn Campaign ~ 1 Filing Status 2 3 4 Department of the Treasury-Intemal Revenue Service U.S. Individual Income Tax Return For the year Jan. 1-Dec. 31, 1997, or other tax year beginning Yo' OH 065-32-2433 267-60-4999 S 0S40 1 IRS Use Only-Oo not write or staple in this space. ,1997, ending ,19 I OMS No. 1545-0074, '. Your social security number \ ~ , 0 t- c:;-:32.. ! .2 $''.:3":3 . I - Spouse's social security number z-? 7 ~6! 44'-91 R - . S For help in finding line instructions, see pages 2 and 3 in the booklet. If! PLEU~ N & YOLMDA t~)J,m~ 4128 PLfA.WlT ST SE PRIOR LAKE ~~ ~372-9241 Hc H E R E 1,1,1,,1,1,/, i I. i ..,1'11,11,/" "1,1,1.,1",11,, I,! 1..1",1,11 Cil No I Note: Checking . ~ I .yes' will not / change your tax or )( I reduce your refund. / I Yes J j- I QI)_vJQ.I,I.~,'illL~~ ~esyouripouse-want $3 to go to this fund? : I vi I Single Married filing joint return (even if only one had income) Married filing separate return. Enter spouse's social security no. above and lull name here. ~ Head of household (with qualifying person). (See page 10.) If the qualifying person is a child but not your dep:r,,~.'>nt, enter this child's name here. ~ -. ._~ 5 I Qualifying widow(er) with dependent child (year spouse died ~ 19 ). (See page 10.) 6a .81 Yourself. If your parent (or someone else) can claim you as a depende....t on his or her tax No. 01 boxes return, do not check box 6a. checked on ~ h~~ b ~ Spouse . N I . o. 0 your c Dependents: (2) Dependent's (3) Dependent's (4) No. of months. children on 6c (1) Rrst name social security number relationship to lived in your who: Last name vou home in 1997 . lived with you . did not live with you due to divorce or separation (see page 11) Dependents on 6c not entered above Add numbers entered on lines above .. Check only r~ box. ""- Exemptions ~.... ~ If more than six dependents, see page 10. I~ / ~. /b, 'I,! t:1 . /, . 1..'1 d Total number of exemotions claimed I 7 I 8a ~ 9 10 11 12 13 I 14 I 115b I 116b I 171 18 I 19 I 20b I ~. 21 22 1'7.&, 4t C7 I I I I Wages, salaries, tips, etc. Attach Form(s) W-2 . Taxable interest. Attach Schedule B if required Tax-exempt interest. DO NOT include on line 8a . Dividends. Attach Schedule B if required . . . Taxable refunds, credits, or offsets of state and local income taxes (see page 12) Alimony received . . . . . . . Business income or (loss). Attach Schedule C or C-EZ Capital gain or (loss). Attach Schedule D . Other gains or (losses). Attach Form 4797 . Total IRA distributions. 115a b Taxable amount (see page 13) Total pensions and annuities 116a b Taxable amount (see page 13) Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or Ooss). Attach Schedule F , . . . Unemployment compensation . . . . . . . . .. . . . . . . . . Social security benefits . I 20a I I I b Taxable amount (see page 14) Other income. Ust type and amount-see page 15 ... m............. m.............. 7 Income 8a Attach b Copy B of your 9 Forms W-2, 10 W-2G, and 1099-R here. 11 If you did not 12 get a W-2, 13 see page 12. 14 15a 16a Enclose but do 17 not attach any payment. Also, 18 please use 19 Form 1040-V. 20a 21 I 8b I 1/7 , r. ") 'iH / .................................................................................................................................................. 22 Add the amounts in the far right column for lines 7 through 21. This is your total income ~ 23 IRA deduction (see page 16). . . . . . . . - I 23 24 Medical savings account deduction. Attach Form 8853 I 24 25 Moving expenses. Attach Form 3903 or 3903-F . I 25 26 One-half of self-employment tax. Attach Schedule SE I 26 27 Self-employed health insurance deduction (see page 17) I 27 28 Keogh and self-employed SEP and SIMPLE plans I 28 29 Penalty on early withdrawal of savings I 29 30a Alimony paid b Recipient's SSN ~ I 30a 31 Add lines 23 through 30a. . . . 32 Subtract line 31 from line 22. This is your adjusted gross income For Privacy Act and Paperwork Reduction Act Notice, see page 38. Adjusted Gross Income If line 32 is under $29,290 (under $9,770 if a child did not live with you), see EIC inst. on page 21. 31 32 I'Z.~ tltJ7 / F~rm 1040 (1997) ~ Cat. No. 611 04F .-.-.".".""- -..--. c7 Form 1040 (1997) Tax !tampu- Jatian t 33 Amount from line 32 (adjusted gross income) . . . . . . , . . , . . 34a Check if: ~ You were 65 or older, 0 Blind; ~ Spouse was 65 or older, 0 Blind_ Add the nL;:-sJber of boxes checked above and enter the total here. . . .. 34a b If you are married filing separately and your spouse itemizes deductions or you were a dual-status alien, see page 18 and check here . . Itemized deductions from Schedule A, line 28, OR Standard deduction shown below for your filing status. But see page 18 if you checked any box on line 34a or 34b or someone can claim you as a dependent. · Single-$4,150 · Married filing jointly or Qualifying Widow(er)-$6,900 ' · Head of household-$6,050 . Married filing separateIY-$3,450 Subtract line 35 from line 33 . . . . . '. .... If line 33 is $90,900 or less, multiply $2,650 by the total number of exemptions claimed on line 6d. If line 33 is over $90,900, see the worksheet on page 19 for the amount to enter. Taxable Income. Subtract line 37 from line 36. If line 37 is more than line 36, enter -0- Tax. See page 19. Check if any tax from a 0 Form(s) 8814 b 0 Form 4972 . . Credit for child anq dependent care expenses. Attach Form 2441 40 I I Credit for the elderly or the disabled. Attach Schedule A . ~1 I Adoption credit. Attach Form 8839 . 42 I Foreign tax credit. Attach Form 1116 . '" 43 I Other. Check if from a 0 Form 3800 b 0 Form 8396 ~ cO Form 8801 d 0 Form (specify) .....!4 ' Add lines 40 through 44 Subtract line 45 from line 39. If line 45 is more th~n line 39, enter -0- . Enter the larger - of your: . .34b ~ I 33 1217, Lf P' '/, ~I ' . DB , II.fJllt9 ~" -r } ~. IJ ~ ~IJ ~~L 37~ S~OrJ I *+- 41) tJ'I i' 6- hilT I I ,f 35 If you want the IAS to figure your tax, see page 18. 36 37 -,.... 38 39 40 41 42 43 44 .,'" (""Credits 45 46 Other Taxes Payments Attach Forms W-2, W-2G, and 1099-A on the front. 57 58 59 60 Refund t.j J-- "1 Have it directly deposited! . See pa~e 27 and till In 62b,. d 62c, and 62d. 63 Amount You Owe Sign Here Keep a copy of this return for your records. Date . I tI"/f~g Date - . -I/"'!~/~~ Site COde: 3'7".J"71t:J/ = Y~"i# s~;~: