HomeMy WebLinkAboutCC-08-19-02-02 Fiscal Pln C-218 SPONSORED BY:
COUNCILORS KOVEN, SNYDER
AND WILSON
RESOLUTION NO. CC-08-19-02-02
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF
CARMEL, INDIANA, ADOPTING A HSCAL PLAN FOR THE
ANNEXATION OF PROPERTY CONTIGUOUS TO THE CITY
OF CARMEL, INDIANA
WHEREAS, well defined long term planning benefits the City of Carmel ("City") and the
community at large; and
WHEREAS, in recognizing the need and benefit of long term planning, the Common
Council of the City of Cannel, Indiana ("Council") is desirous of annexing a certain portion of
Clay Township into the City of Carmel (the "Annexation Territory"); and
WHEREAS, the Annexation Tendtory is contiguous to the existing city limits of the City
of Carmel; and
WHEREAS, a map describing the boundaries of the Annexation Territory is attached
hereto and incorporated herein as Exhibit A; and
WHEREAS, a legal description of the Annexation Territory is attached hereto and
incorporated herein as Exhibit B; and
WHEREAS, the Annexation Territory consists of approximately 124.12 acres; and
WHEREAS, the Annexation Territory is needed and can be used by the City for its
development in the reasonably near further; and
WHEREAS, responsible planning and state law require adoption of a fiscal plan and a
definite policy for the provision of certain services to annexed areas; and
WHEREAS, the Council is desirous of adopting a written fiscal plan for the Annexation
Territory;
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of
Carmel of Carmel, Indiana, that:
Section One:
The Council adopts the Fiscal Plan ("Plan") prior to the adoption of the
annexation ordinance for the Annexation Territory, a copy of which is
attached hereto and incorporated herein as Exhibit C.
Section Two: The purpose of the Plan is to confirm that the City is physically and
financially able to provide municipal services to the Annexation Territory
pursuant to the Plan.
SPONSORED BY:
COUNCILORS KOVEN, SNYDER
AND WILSON
Section Three: The basic services described in the Plan become effective pursuant to the
Plan upon adoption of Annexation Ordinance No. C-218.
Section Four: The City will provide a copy of the Plan immediately after adoption to the
landowner in the Annexation Territory who requests a copy from the
Clerk-Treasurer of the City.
Section Five: This Resolution shall be in full force and effect from the date of passage,
and its publication, as provided by law.
PASSED by the Common Council of the City of Carmel, Indiana this /C~ay of
(_/-/(~._~t~.~7'-,2002, byavoteof ~' ayesand t~) nays.
COMMON COI~NCIL FOR THE CITY OF CARMEL
~/esiding Officer/~
Wayne Wilson, President Pro Tempore
Robert Battreall
//4(onald E. C~'~er
ATTEST:
Diana L. Cordray, Cler
2
SPONSORED BY:
COUNCILORS KOVEN, SNYDER
AND WILSON
me to the Mayor of the City of Carmel, Indiana, the ~ day of
,2002, at .m.
Di~ay~
Approve, d by me, the Mayor of the City of Carmel, Indiana this ,,2/ day of
,t~ ~t,~rt,,~" ~'~ ,2002at
~nes Brainard, Mayor
ATTEST:
~~[rat~C l~erk Trea~
DianaL. Cord y, ~-,~,~?~
Prepared By:
279931
Sue A. Beesley
Bingham McHale LLP
1100 Chamber of Commerce Bldg.
320 N. Meridian Street
Indianapolis, Indiana 46204
3
EXHIBIT A
4
EXHIBIT B
LEGAL DESCRIPTION
Parcel numbers 1710160000029000, 1710190000026000, 1710190000004002,
1710190000027001, 1710190000027000, 1710190000025000, 1710190000004000, and
1710190000027101 in Hamilton County, containing 124.12 acres, more or less, including
all road right of way inside Hamilton County which is adjacent to these boundaries which
was not previously annexed by the City of Carmel.
5
EXHIBIT C
6
City of Carmel
Annexation Fiscal Plan
Area 2- 8 Parcels Along North Keystone
(Owners: Faust, York, Hull, Kite Greyhound LLC, Fenstemaker, Bayview Development Company)
(Parcel No. 17-10-19-00-00-029.000, 17-10-19-00-00-026.000, 17-10-19-00-00-004.002, 17-
10-19-00-00-027.001, 17-10-19-00-00-027.000, 17-10-19-00-00-025.000, 17-10-19-00-00-
004.000, 17-10-19-00-00-027.101)
This Fiscal Plan may be inspected at the Department of Community Services, located on the 3i~ floor of
City Hall, Carmel, IN. Copies of the Fiscal Plan are available to the public for a fee in accordance with
city ordinances. Questions related to this annexation can be directed to Michael Hollibaugh, Director,
Depashnent of Community Services, City of Carmel (317-571-2417).
Executive Summary of AnnexatiOn Impact
Summary of Fiscal/mpact
The following table summarizes the properties involved in the proposed annexation and the semi-annual
property tax burden on that property, according to the "Online Tax Report" obtained from the Hamilton
County website.
parcel # taxable value 2002 semi-annual zoning ama
properly taxes
17-10-19-00-00-029.000 $153,400 $1,496 r-1 2.3
17-10-19-00-00-026.000 $86,600 $845 r-1 12.4
17-10-19-00-00-004.002 $82,500 $722 r-1 3.0
17-10-19-00-00~027.001 $5,100 $50 r-1 10.2
17-10-19-00-00-027.000 $7,900 $77 r-1 33.9
17-10-19-00-00-025.000 $6,900 $67 r-1 2.3
17~10-19-00-00-004.000 $26,400 $257 r-1 56.7
17-10-19-00-00-027.101 $1,600 $16 pud 3.2
totals $370,400 $3,530 124.1
projected semi-annual property tax increase $424 $530
resulting from. annexation (Iow-high)
Annexation of the above properties is projected to result in an overall increase in the total property tax
bills of the parcels, as shown above, which represents a projected tax impact of 12%-15% for each
Area #2 Annexation Fiscal Planl8 Parcels along North Keystone: Carmel, IN ]
parcel. The final amount of this tax increase will depend upon several factors, possibly including: the
final, approved budgets (and subsequent property tax rates) of the county, township, and city of
Carmel; any changes to the f'mancial configuration of the joinder agreements between the City and
township (especially changes relating to the Parks and Fire joinders); and the final disposition of
property tax issues currently being studied by the Indiana General Assembly.
Contiguity
The annexation territory is 100% contiguous with the corporate boundaries of the City of Carmel.
Proportion Subdivided
The annexation territory is largely the result of the subdivision process. Although the parcels,
themselves, were not a pa~ of a developed subdivision, research into county land records suggests that
many of these parcels are remnants resulting from subdividing larger parcels for the purpose of
residential development. Of the 8 parcels included in the annexation territory, 5 are numbered as
"parent" parcels, and the other 3 are numbered as subdivided parcels. As such, the parent parcels
appear to be subdivided from larger parcels, thereby making the annexation area more than 60%
subdivided.
Annexed Population
The proposed annexation will include a nominal amount of additional population, amounting to a
population increase of less than 0.1%. Consequently, the annexation is not projected to have any
appreciable impact on population-based revenue streams of the City.
Annexed Streets & Roads
The annexation area will add 0.0 miles of streets to the City due to the fact that US431 is a state
highway and will remain under the jurisdiction of the state. Internal access to the annexation area
parcels is provided by municipal streets, however no municipal streets appear to exist inside the
annexation area. The municipal thoroughfare system contains approximately 204 miles of local streets
and roads. Therefore, the projected fiscal impact of the proposed annexation on the street department
is estimated to be less than 0.1% on the revenue streams related to thoroughfare miles.
Summary of Municipal Service Impact
The proposed annexation involves properties which are already receiving a full complement of
municipal services, including capital and non-capital services of the Fire Department, Police
Department, city administration (including planning), and municipal utilities. Some of these municipal
services are provided through joinder agreements with the township. All municipal services will be
provided to the annexation territory in a manner equivalent to the provision of services to other parcels
within the corporate limits.
Area #2 Annexation Fiscal Planl8 Parcels along North Keystone: Carmel, IN 2
DEPARTMENTAL SERVICES PROVIDED BY JOINDER
Many municipal services of the City of Carmel are offered through a joinder agreement with Clay
Township. The following services are provided through joinder agreements: fire protection, parks,
planning/zoning/community development services, and the communications center. Since these joinder
services are provided inside and outside of the corporate limits of the City, the proposed annexation
will generate no measurable fiscal impact on the operation of these joinder departments. Instead, the
revenues associated with these departments will simply be transferred from the township budget to the
municipal budget, thereby generating no net impact on the taxpayer.
IMPA CT ON POLICE DEPARTMENT
The projected fiscal impact of the annexation on the police department is projected to be negligible.
Carmel Police already patrol the corridors serving the property in the annexation territory, as well as
answering calls for service in the area. As a purely technical matter, ifa crime or a call for service were
to occur on the property within the annexation territory, the City Police are supposed to defer to the
County Sheriff. However, as a practical matter, the technical minutia of such jurisdictional issues is
projected to actually cost more than it is worth to enforce and would endanger public safety. In fact,
the annexation will probably result in a cost savings to the rmtnicipality due to clarification of
such jurisdictional minutia. However, the only way there would be any difference in the cost of
municipal police service would be if a crime wcrc to occur directly on these parcels, which is an
extremely unlikely occurrence, in statistical terms. Therefore, the projected impact on municipal police
services is negligible.
IMPACT ON STREET DEPARTMENT
The projected impact of the proposed annexation on the municipal operation of the Street Department
is estimated to be $0, due to the fact that the entire US431 thoroughfare corridor is already serviced by
the Carmel Street Department, and that the Street Department already maintains the roads leading to
the annexation area which provide internal access to these parcels.
IMPACT ON MUNICIPAL ADMINISTRATION
The projected impact of the proposed annexation on the departments involved in municipal
administration is projected to also'be $0. The practicality of the matter is that citizens in the annexation
territory are already free to request administrative services of the City, including phone calls to the
Mayor and City Council and appearance/testimony before municipal boards, and citizens are treated
with respect and given appropriate response by these municipal entity.
IMPACT ON MUNICIPAL UTILITIES
All of the parcels within the annexation territory will be afforded access to full utility services, including
capital and non-capital water and sewer utility services precisely in accordance with the standard
practices of the city utility ordinances, and in accordance with the systems of rates and charges which
are administered by the utility departments.
Area #2 Annexation Fiscal Planl8 Parcels along North Keystone: Carmel, IN 3
Legal Description of the Annexation Area
The annexation territory consists of the parcels numbered, 17-10-19-00-00-029.000, 17-10-19-00-
00-026.000, 17-10-19-00-00-004.002, 17-10-19-00-00-027.001, 17-10-19-00-00-027.000, 17-
10-19-00-00-025.000, 17-10-19-00-00-004.000, 17-10-19-00-00-027.101, as well as any
previously un-annexed roadway right of way adjacent thereto.
Provision of Municipal Services
Non-Capital services which are not covered under the joinder agreement with Clay Township will be
provided within one year of the effective date of the annexation action. Within the context of the City of
Cannel and its joinder service provisions, the non-capital services would include road maintenance by
the Street Department and police protection by the Carmel Police Department. Non-capital service
costs will be paid through the annual revenues of the City, including property tax revenues and other
municipal revenues, as appropriate.
Capital services which are not covered by the joinder service agreements will be provided within 3
years of the effective date of the annexation. At this time, capital services are already provided to the
annexation area and no additional capital services are projected to be required by the annexation area.
If capital services are later identified as necessary and appropriate under the municipal service policies
of the municipality, such capita/services will be covered through the issuance of some form of municipal
debt.
Other Considerations
Land Use
The annexation area is currently dominated by Iow-density R-1, residential zoning.
60% Subdivided
The annexation area has been more than 60% subdivided for development under the provisions of the
comprehensive plan, zoning ordinance and subdivisions regulations which govern the joinder services of
the community (including the city and the township).
Population Density
Due to the fact that the annexation area is small, having very few parcels, the population density cannot
be precisely determined with available data, but is likely less than 3.0 persons per acre.
Needed & Can Be Used
The annexation area is needed by the municipality for its development at the present time and in the
Area #2 Annexation Fiscal Planl8 Pareels along North Keystone: Carmel, IN 4
reasonably near future. The municipality already provides many municipal services to the annexation
area, as well as reviewing/approving development proposals for land within the area.
Annexing Territory 100% Contiguous with the City
The City of Cannel previously approved annexation policies which specifically addressed areas of
100% contiguity with the City, as follows: "As Carmel has developed, there have been areas left
outside of its corporate limits which are approaching 100% contiguity (i.e. completely surrounded by
the city). A recent map of the incorporated city shows several such areas east of Spring Mill Road. It
is, therefore, the policy of the city that such areas be considered for annexation at the earliest practical
time, with appropriate consideration of the cost of services to each specific area." TNs annexation is
specifically undertaken due to this policy.
Annexation of Indebtedness
In any annexation action, the City of Cannel will comply with all statutory requirements regarding the
absorption of debt incurred by the unincorporated township for the purpose of providing municipal
services to the annexation territory.
Crnx area2
Area #2 Annexation Fiscal Planl8 Parcels along North Keystone: Carmel, IN 5
[ Start Over I [ Tax Bill Instructions and Important Information
[ New Search ] [ THIS LOOKS WRONG ] [ Go to Fall Statement ->
This les replleaflon of a tax bill mailed April 22, 2892. '~ls information has been derived from public records that are constantly undergoing
change and is not warranted for content or accuracy. Il may not reflect the current information pertaining to this property. Newer tax statement
the Treasurer's Office.
COPY DUPECATE NUMBER
76t2 (SPRING)
2002 PARCEL NUMBER PROPERTY TAX RATE
17 10 19 00 00 029.000 TAX STATEMENT
TAXING UNIT NAME
HOMESTEAD
CREDIT
Clay REPLACEMENT
CREDIT
GROSS TAXABLE OTHER TAX, DELINQUENT
FEES TAX OR
VALUE VALUE SPTRC & PENALTIES PENALTY
0 0 0 0.00 0.00
153400 0 153400 199.28 SPECIAL ASSESSMENTS
DEDUCTIONS CURRENT TAX
BREAKDOWN BREAKDOWN
Mailed to: FIRST AMERICAN REAL
ESTATE
S Faust
1301 Rangel[~e Rd N
IN 46032
~tata
Welfare
Library
Schools
LEGAL DESCRIPTION
283-241,267-152 A U/D 9~30~86 360-315
DEEDED
OWNER -'aust, Gary F & Cynthia S
DUE DATE
DATE
1,496.17
0~10/2002
http://www.co.hamilton.in.us/app/reports/taxesbill2.asp?parcelno= 17+ 1 O+ 19+00+00+029%... 6/4/2002
[ Start Over I [ Tax Bill Instructions and Important Information
j
[ New Search I [ THIS LOOKS WRONG ~ [ Go to Fall Statement-> 1
This is a repllcatfon of a tax bill mailed April 22, 2002. This information has been dedved from public records that are constantly undergoing
change and is not warranted for content or accuracy. It may not re~ect the current information pertaining to this property. Newer tax statement
information can be obtained b~
COPY
04/12J02
2001 PAYABLE 2002
MAKE ALL CHECKS PAYABLE TO:
HAMILTON COUNTY TREASURER
33 N. NINTH ST
NOBLESVILLE IN 46060
GROSS EXEMPTIDED TAXABLE
VALUE VALUE
0 0 0
86600 0 86600
DEDUCTIONS
BREAKDOWN
Myers, FL
DUPUCATE NUMBER
8587
PARCEL NUMBER
17 10 19 O0 O0 026.000
TAXtNG UNIT NAME
Clay
HOMESTEAD
SPTRC
0.00
112.50
Trust 1/2 & Margamt
Dr S
33919
T INSTALLMENT
PROPERTY TAX RATE
TAX STATEMENT HOMESTEAD
CREDIT
REPLACEMENT
CREDIT
OTHER TAX, DELINQUENT
FEES TAX OR
& PENALTIES PENALTY
0,00
SPECIAL ASSESSMENTS
CURRENT TAX
BREAKDOWN
State
County
County Welfare
Clay Township V#3650
Carmel Clay Librarj
V~2825
Carmel Clay Schools
V~2826
LEGAL DESCRIPTION
240-190 A 11'/8/95 FRM YORK 9559885
TOTAL
DEEDED Gerald Harding Trust 1/2 & Margaret Ann ACRES
DATE
10% PENALTY AFTER DUE
DATE
http://www.co.hamilton.in.us/app/reports/taxesbill2.asp?parcelno= 17+ 1 O+ 19+00+00+026%... 6/4/2002
[ Start Over I [ Tax Bill Instructions and Important Information
[ New Search ] [ THIS LOOKS WRONG ] [ Go to Fall Statement-->
This is a replication of a tax bill mailed April 22, 2002. This information has been dedved fi'om public records that are constantly undergoing
change and is not warranted for content or accuracy. It may not reflect the current information pertaining to this property. Newer tax statement
information can be obtained ~ the Treasurer's Office.
TREASURER COPY
04/t2/02
2001 PAYABLE 2002
MAKE ALL CHECKS PAYABLE TO:
HAMILTON COUNTY TREASURER
33 N. NINTH ST
NOBLESVILLE IN 46060
DUPLICATE NUMBER
7O48
PARCEL NUMBER
17 10 19 00 00 004.002
TAXING UNIT NAME
Clay
GROSS TAXABLE
VALUE -:XEMPTIDED VALUE
81000 6000 75000
7500 0 7500
DEDUCTIONS
BREAKDOWN
Homestead
~ Margaret L Hull
it E
~ Carmel, IN 46033
PROPERTY TAX RATE
TAX STATEMENT HOMESTEAD
CREDIT
REPLACEMENT
CREDIT
OTHER TAX, DEENQUENT
FEES TAX OR
SPTRC & PENALTIES PENALTY
82.89 0.00
107.17 SPECIAL ASSESSMENTS
CURRENT TAX
BREAKDOWN
State
County
County Welfare
, Schools
LEGAL DESCRIPTION
PT SE UDA 9~26~85 FR BRENNAN 351-626 T
DEEDED
OWNER Hull, Margaret L
DUE DATE
DATE
081t012002
http://www~c~~hami~t~n.in~us/app/rep~rts/taxesbi~~2~asp?parce~n~=~7+~~+~9+~~+~~+~~4%~~~ 6/4/2002
[ Start Over } [, Tax Bill Instructions and Important Information
[ New Search ] [ THIS LOOKS WRONG ] [ Go to Fall Statement->
This is a replication of a tax bill mailed April 22, 2002.11~1s information has been de~ved from public records that are constantly undergoing
change and is not warranted for content or accuracy. It may not reflect the current information pertaining to this property. Newer tax statement
information can be obtained b'
COPY
the Treasurer's Office.
DUPLICATE NUMBER FIRST INSTALLMENT
5579
PARCEL NUMBER PROPERTY TAX RATE
t7 10 19 00 00 027.001 TAX STATEMENT HOMESTEAD
TAXING UNIT NAME CREDIT
Clay REPLACEMENT
CREDIT
TAXABLE OTHER TAX, DEUNQUENT
FEES TAX OR
VALUE SPTRC & PENALllES PENALTY
0 0.00 0.00
5100 6.63 SPECIAL ASSESSMENTS
CURRENT TAX
BREAKDOWN
Kite Greyhound LIc
Ste 200
PAYABLE 2002
N. NINTH ST
GROSS
VALUE
0
5100
DEDUCTIONS
BREAKDOWN
Indianapolis*, IN 46220
State
County V~lfare
) V#3650
Carmel Clay Library
Schools
LEGAL DESCRIPTION
SPL? FR 027.000 FR A FENSTERMAKER FAMILY LP
DEEDED Kite Greyhound LIc
PENALTY AFTER DUE
http://www.co.hamilton.in.us/app/reports/taxesbill2.asp?parcelno= 17+ 1 O+ 19+00+00+027%... 6/4/2002
[ Start Over I [ Tax Bill Instructions and Important Information ~
[ New Search I [ THIS LOOKS WRONG I [ Go to Fall Statement -> ]
This Is a repllcsflon of a tax bill mailed April 22, 2602. This information has been dedved from public records that are constantly undergoing
change and is not warranted for content or accuracy. It may not reflect the current informaf~on pertaining to this property. Newer tax statement
information can the Treasurer's Office.
COPY
PAYABLE 2002
DUPLICATE NUMBER
12875
PARCEL NUMBER
17 10 19 00 00 027.000
TAXING UNiT NAME
Clay
GROSS TAXABLE
VALUE EXEMPT/DED VALUE
0 0 0
7900 0 7900
DEDUCTIONS
BREAKDOWN
SPTRC
0.00
10.26
PROPERTY TAX RATE
TAX STATEMENT HOMESTEAD
CREDIT
REPLACEMENT
CREDIT
OTHER TAX, DELINQUENT
FEES TAX OR
& PENALTIES PENALTY
0.00
SPECIAL ASSESSMENTS
CURRENT TAX
BREAKDOWN
Fenstermaker, S E Jr Family LP Etal 1/2
Each
Indianapolis, IN 46260
, Welfare
Clay Township V#3650
Carmel Clay Library
V~2825
Carmel Clay Schools
V~2826
LEGAL DESCRIPTION
1113/72 A UD 7/16/96FR FENSTERMAKER 96293
DEEDED Fenstermaker, S E Jr Family LP Elel 1/2
Each
TOTAL DUE
DUE DATE
ADD10% PENALTY AFTER DUE
DATE
http://www.co.hamilton, in.us/app/reports/taxesbill2.asp?parcelno=l 7+1 O+ 19+00+00+027%... 6/4/2002
[ Start Over I [ Tax Bill Instructions and Important Information ~
[ New Search I [ THIS LOOKS WRONG ] [ Go to Fall Statement -> J
Thta ta a replication of a tax bill mailed April 22, 2002. This information has been derived from public reconfs that are constantly undergoing
change and is not wan'anted for content or accuracy. It may not reflect the cormnt information pertaining to this property. Newer tax statement
information can be obtained b
TREASURER COPY DUPLICATE NUMBER ~, FIRST INSTALLMENT
12797 [SPRING)
04/t2/02
200t PAYABLE 2002 PARCEL NUMBER PROPERTY TAX RATE 2.210';
I~,KE ALL CHECKS PAYABLE TO: 1 ? 10 19 oo oo 025.000 TAX STATEMENT HOMESTEAD
'IAMILTON COUNTY TREASURER TAXING UNIT NAME CREDIT 10
33 N, NINTH ST
REPLACEMENT 11.7537
qOBLESVILLE IN 46060 Clay CREDIT
GROSS ;XEMPT/DED TAXABLE GROSS HOMESTEAD NET OTHER TAX, ; DEENQUENT PAID TO
FEES TAX OR I'OTAL
VALUE VALUE TAX SPTRC TAX DATE
& PENALTIES PENALTY
0 0 0 0.00 0.00 67.30 0.00 67,30
6900 0 6900 76.26 8.96 SPECIAL ASSESSMENTS
DEDUCTIONS CURRENT TAX
BREAKDOWN BREAKDOWN
0 State 0.t0
0 Hull, Margaret L 1 / 2 & Brennan,Mark County 9.03
0 Edward Etal T/ County Welfare 1.05
0 2724 136th St E Clay Township V#3650 6.09
0 Carmel, IN 46033 Carmel Clay Library 2.39
V~2825
Carmel Clay Schools t8.64
0 V~2826
0 0.00
0 0,00 TOTAL DUE ~ 67.$li
LEGAL DESCRIPTION 0.00 DUE DATEI 0rd10/200;
~/13/87 8703366 FR DINKELAKERA 8/15/94 FR BRENNAN 1/20 0.00 ADD 10% PENALTY AFTER DUE
NT TOTAL 37.30 DATE
DEEDED Hull, Margaret L 1 / 2 & Brennan,Mark Edward ACRES 2.3
3WNER Eta TlC
http://www.co.hamilton, in.us/app/reports/taxesbill2.asp?parcelno= 17+ 1 O+ 19+00+00+025%... 6/4/2002