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4.0. SR 04-28-2003City ~ River TO: FROM: DATE: SUBJECT: MEMORANDUM Mayor and City Council Sandra Peine, City Clerk April 28, 2003 Board of Review ITEM #4 The Board of Review meeting will be held at the Sherburne County Government Center. Attached is information taken from the Minnesota League of Cities Handbook. The information explains the board of review process and the role of the Council. The Councils main role during the Board of Review meeting is to hear and settle the complaints of individual property owners regarding the valuations of their property. CHAPTER 22 A.G. Op. 474d (Aug. 28, 1961). Local governments in Minnesota may not exempt any land from taxation for the purpose of attracting or keeping industry. K. Equalization procedures Once the assessors have completed their work, the city, county, and state levels of government review and modify the assessments with limitations. During this review, two kinds of corrections are possible: the governing body may check the assessor's lists for accuracy, hear individual complaints and make any necessary adjustments; and, the governing body may equalize the ratio of market to assessed market values. The first function is the sole concern of the city board of review, while the county and state boards devote more time to the latter task. When the entire procedure is complete, the county auditor puts the valuations in the records to use when making up the tax rate figures. Only when all three levels of government have reviewed and equalized the assessments, do they become the official assessed values. Minn. Stat. § 274.01, subd. l(a). Minn. Stat. § 274.01, subd. 2. Minn. Stat. § 274.01, subd. 3. Minn. Stat. § 274.01, subd. l(a), (d). Minn. Stat. § 274.01, subd. l(a). 1. City board of review The city council serves as the board of review in cities unless the power is delegated to a special board of review or to the county, as described below. The city council may appoint a special board of review. It may delegate to the board all of the powers and duties the council would have if it acted as the board of review. The members of the special board of review serve at the direction and discretion of the council. The council determines the number of members, the compensation and expense payments, and the term of office. At least one member of the board must be an appraiser, realtor, or other person familiar with property valuations in the assessment district. Instead of performing the duties of a board of review itself or delegating it to a special board of review, any city council of a city for which the county does the assessing, may transfer its local board of review or equalization power and duties to the county board. The board of review meets in the city clerk's office. The city assessor and the county assessor must attend this meeting with their assessment books and papers. These officials may take part in the proceedings, but may not vote. The meeting date of the board of review must be between April 1 and May 31, and is fixed by the county assessor on or before April 1 of each year by giving written notice to the city clerk. After receiving the notice, the clerk must give published and posted notice of the meeting at least 10 days before the date of the meeting. 22-8 HANDBOOK FOR MINNESOTA CITIES CHAPTER 22 Minn. Stm. § 274.01, subd. l(f). Minn. Stat. § 274.01, subd. l(b). Minn. Stat. § 274.(11, subd. l(e). Minn. Stat. § 274.01, subd. l(c). Minn. Stat. § 274.01, subd. l(f). Minn. Stat. § 274.13. A majority of the members may take action at the board of review meeting, and may adjourn the meeting from day to day for a period of 20 days until they complete their work. After 20 days, the board has no authority and any action it takes is invalid unless the commissioner of revenue has granted an extension. In fulfilling its role, the board of review has three main functions: · It must review the assessor's list, making sure all taxable property in the city has been properly placed on the list. · It must review the assessor's valuations, striving to standardize the ratio between market value and adjusted market value for each individual piece of property. To accomplish this, the board may raise or lower valuations on individual properties, but it cannot increase valuations without notifying the property owner and giving that person an opportunity to be heard. · The board must hear and settle the complaints of individual property owners regarding the valuations on their property. If a person fails to appear in person or through counsel or written communication before the board of review after receiving notice of intent to raise the assessment, or ifa person fails to apply for a review of the assessment, that person may not appear before the county board of equalization for a review of the assessment. An exception is when the assessment takes place after the meeting of the board of review, or when aggrieved individuals can establish that they did not receive notice at least five days before the local board of review meeting. The local board of review may not reduce the total or aggregate amount of the county assessor's assessment by more than one percent. This means the board must often compensate for reductions in assessed values by making comparable increases in assessments against other parcels of property. All complaints about an assessment or classification made after the meeting of the board must be heard and determined by the county board of equalization. 2. County board of equalization The county board of equalization consists of either the county auditor and the county commissioners, or a special board of equalization appointed by the auditor and the board of county commissioners. The statutes establish meeting dates. HANDBOOK FOR MINNESOTA CITIES 22-9 CHAPTER 22 Although the county board of equalization may decrease and, after notice to the taxpayer, increase individual valuations, its primary task is to equalize the ratio between market value and assessed market value in the various districts. The county board of equalization's main purpose is to secure uniformity of assessed value from district to district, with only occasional attention to uniformity between taxpayers within any one district. The board may not reduce the aggregate valuations of either real or personal property in the county below the amounts the assessors have determined, but it may increase these amounts. Minn. Stat. § 375 192. Minn. Stat. § 270.11, subds. 1, 6. ,gee also, Minn. Stat. § 274.13. subd. 1 (a). Upon the property owner's application, the board may change a property's homestead classification or reduce its market value, reducing or refunding any taxes the person has already paid. 3. State board of equalization The commissioner of revenue acts as the state board of equalization. The commissioner's primary assessment task is to ensure uniformity of valuations between counties. The commissioner may adjust valuations between districts and between classes of property. The commissioner may raise or lower individual assessments, but may increase individual assessments only after the taxpayer has received notice and has had an opportunity to be heard. The commissioner may not reduce the aggregate value of all property in the state by more than 1 percent below the total the county boards of equalization have reported. The commissioner may order a reassessment of property in any district. Minn. Stat. § 271.01. Minn. Stat. § 271.21. 4. Appeals to tax court The tax court is the final authority for the hearing and determination of all questions under the property tax laws of the state, except for an appeal to the Supreme Court. The tax court has jurisdiction in cases dealing with property taxes only after the taxpayer has appealed the valuation or assessment to the town or city board of review and to the county board of equalization, except for those taxpayers whose original assessments came from the commissioner of revenue. The tax court has no jurisdiction involving an order of the state board of equalization unless a taxpayer contests the valuation of the property. The tax court must hold hearings at any place in the state so taxpayers may appear before the court with as little inconvenience and expense to the taxpayer as possible. The small claims division of the tax court has jurisdiction in any case concerning the valuation, assessment, or taxation of residential property the taxpayer has homesteaded, and of non-homesteaded property if the estimated market value is less than $100,000. The small claims division also hears cases concerning the tax laws in which the amount in controversy does not exceed $5,000, including penalties and interest. 22-10 HANDBOOK FOR MINNESOTA CITIES