HomeMy WebLinkAboutCC-08-19-02-03 Fiscal Pln C-219 SPONSORED BY:
COUNCILORS KOVEN, SNYDER
AND WILSON
RESOLUTION NO. CC-08-19-02-03
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF
CARMEL, INDIANA, ADOPTING A FISCAL 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 Carmel, Indiana ("Council") is desirous of annexing a certain portion of
Clay Township into the City of Carmel (the "Annexation Territory"); and
WHEREAS, the Annexation Territory 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 19.19 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-219.
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.
~~.2~PASSED by the Common Council of the City of Carmel, Indiana this /6fi~day of
,2002, byavoteof r/ ayes and tr~ nays.
COMMON COUNCIL FOR THE CITY OF CARMEL
/~p/fe~iding Officer ~
Wayne V~lson, President Pro Tempore
Rot~ e'ri ~3attre'~l
/~'~]~E. C~arter
oven
ATTEST:
Diana L. Cordray,
2
SPONSORED BY:
COUNCILORS KOVEN, SNYDER
AND WILSON
Pre~b~ne to the/,ff,/~d._Mav°r'°f the City of Carmel, Indiana, the ~ day of
2002, at
Diana ~ ~--
Approved by me, the Mayor of the City of Carmel, Indiana this ~//~ay of
, ,/~ r,~,~ z/5 -/- ,2002 at //O~'~ /J-.m.
ATTEST:
Aerk-Treasu
Diana L. Cordray, £
Prepared By:
279936
Sue A. Beesley
Bingham McHale LLP
1100 Chamber of Commerce Bldg.
320 N. Meridian Street
Indianapolis, Indiana 46204
3
EXHIBIT A
WO
EXHIBIT B
LEGAL DESCRIPTION
Parcel numbers 1710200000005000, 1710200000003000, 1710200000003001,
1710200000004000, 1710200000002000 and 1710200000003002, in Hamilton County,
containing 19.I9 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 Cannel.
5
EXHIBIT C
279936
6
City of Carmel
Annexation Fiscal Plan
Area 3- 6 Parcels on 146t~ Street and Carey Road
(Owners: Trent, Randall, Puckett, Beebe, & Taylor)
(Parcel No.17-10-20-00-002.000, 17-10-20-00-003.000, 1.7-10-20-00-003.001, 17-10-20-00-
003.002, 17-10-20-00-004.000,& 17-10-20-00-005.000)
This Fiscal Plan may be inspected at the Depmhnent of Community Services, located on the 3~ 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 Hollihaugh, Director,
Departmem of Community Services, City of Cannel (317-571-2417).
Executive Summary of Annexation Impact
Summary of Fiscal Impact
The following table summarizes the properties involved in the proposed annexation and the 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 area
properly taxes
17-10-20-00-00-002.000 $88,700 $767 r-1 0.6
17-10-20-00-00-003.000 $103,300 $896 r-1 1.5
17-10-20-00-00-003.001 $78,300 $685 r-1 0.6
17-10-20-00-00-003.002 $15,600 $152 r-1 5.1
17-10-20-00-00-004.000 $66,400 $575 r-1 0.5
17-10-20-00-00-005.000 $263,900 $2,291 r-1 9.2
totals $616,200 $5,366 17,5
projected semi-annual property tax increase $644 $805
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%. The final
amount oftkis 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 financial configuration of the joinder agreements between the City and township (especially
changes relating to the Parks and Fire joinders); and the final impact of recent state legislation.
Area #3 Annexation Fiscal Planl6 Parcels along t46th Street & Carey Road: Carmel, IN ]
Contiguity
The annexation territory is >12.5% 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 part of a developed subdivision, research into county land records suggests that
these parcels are either remnants resulting fi.om subdividing larger parcels for the purpose of residential
development, or directly subdivided parcels. As such, these parcels are 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 146th Street is a county
highway and will remain under the jurisdiction of the county. Carey Road is already under the
jurisdiction of the City.
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 Street Department, 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.
DEPARTMENTAL SERVICES PROVIDED BY JOINDER
Some 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
Thc 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
Area ff-.3 Annexation Fiscal Planl6 Parcels along 146th Street & Carey Road: Carmel, IN 2
answering calls for service in the area. As a purely technical matter, if a 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 enfome. In fact, the annexation willprobably
result in a cost savings to the municipality 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 were 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 annexation area will add 0.0 miles of streets to the City due to the fact that 146th Street is a county
highway and will remain under the jurisdiction of the county.
IMPACT ON MUNICIPAL .,'IDMINIS TRA TION
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 thc City, including phone calls to the
Mayor and City Council, which are treated with respect and given appropriate response.
IMPACT ON MUNICIPAL UTILITIES
All of the parcels within the annexation territory will be afforded 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.
Legal Description of the Annexation Area
The annexation territory consists of the parcels numbered, 17-10-20-00-002.000, 17-10-20-00-
003.000, 17-10-20-00-003.001, 17-10-20-00-003.002, 17-10-20-00-004.000, 17-10-20-00-
005.000, 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
Carmel 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.
Area #3 Annexation Fiscal Plan/6 Parcels along t46th Street & Carey Road: Carmel, IN 3
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 capital services will be covered through the issuance of some form of municipal
debt.
Other Considerations
Land Use
The annexation area is currently dominated by low-density 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, residential, and having very few parcels, the population
density cannot be precisely determined with available data.
Needed & Can Be Used
The annexation area is needed by the municipality for its development at the present time and in the
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." This annexation is
specifically undertaken due to this policy.
Annexation of Indebtedness
In any annexation action, the City of Carmel 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.
Area #3 Annexation Fiscal Planl6 Pamele along t46a Street & Carey Road: Carmel, IN 4
[ Start Over J [ Tax Bill Instructions and Important Information J
[ New Search J [ THIS LOOKS WRONG ] [ Go to Fall Statement-> ]
This is s replication of a tax bill mailed April 22, 2002. This information has been derived from public records that are constantly undergoing
change and is not warranted for content or accuracy. It may not reflect the currant information pertaining to this property. Newer tax statement
information con be obtained b the Treasurer's Office.
TREASURER COPY DUP"MCATE NUMBER ~. FIRST INSTALLMENT
14339 SPRING)
34112/02
;~001 PAYABLE 2002 PARCEL NUMBER PROPERTY TAX RATE 2.210~
MAKE ALL CHECKS PAYABLE TO: 17 10 20 00 00 002.000 TAX STATEMENT HOMESTEAD
HAMILTON COUNTY TREASURER TAXING UNIT NAME CREDIT 1C
33 N. NINTH ST
~IOBLESViLLE IN 46060 Clay REPLACEMENT 11.7537
CREDIT
GRO~ EXEMPT/DED TAXABLE GROSS HOMESTEAD NET OTHER TAX, DEUNQUENT PAID TO
FEES TAX OR TOTAL
VALUE VALUE TAX SPTRC TAX & PENALTIES PENALTY DATE
97400 9000 88400 977.04 97.70 767.43 0.00 767.43
300 0 300 3.32 115.23 SPECIAL ASSESSMENTS
DEDUCTIONS CURRENT TAX
BREAKDOWN BREAKDO~A~I
Homestead S000 State 1.1.~
Mortgage 3000 Tony & Kelly Trent County 102.97
0 County Welfare 11.94
0 14445 Carey RD Clay Township Vg3650 69.47
Carmel, iN' 46033
0 Carmel Clay Library 27.2.c
V#2825
Carmel Clay Schools 554.61
0 V#2826
0 0.0(
0 0.0( TOTAL DUE ~ 767.43
LEGAL DESCRIPTION 0.001 DUE DATEI 0~/1012002
0.001 ADD 10% PENALTY AFTER DUE
PT NWA 8/20187 FR BEARDMORE TOTAL 767.43 DATE
DEEDED ITrent, Tony & Kelly ACRES 0.69:
)WNER
I
http://www.co.hamilton.in.us/app/reports/taxesbill2.asp?parcelno=l 7-10+20+00+00+002%... 6/5/2002
I Start Over 1 [ Tax Bill Instructions and Important Information ]
[ New Search ] [ THIS LOOKS WRONG ] [ Go to Fall Statement-> l
This is a replication of a tax bill matieri 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 pmtaining to this proper~y. Newer tax statement
information can be obtained the Treasurer's Office.
TREASURER COPY DUPLICATE NUMBER A FIRST INSTALLMENT
2903 (SPRING)
2001 PAYABLE 2002 PARCEL NUMBER PROPERTY TAX RATE 2 21051
MAKE ALL CHECKS PAYABLE TO: 17 10 20 00 00 003.000 TAX STATEMENT HOMESTEAD
HAMILTON COUNTY TREASURER TAXING UNIT NAME CREDIT 1 (
33 N. NINTH ST
NOBLESVILLE IN 46060 Clay REPLACEMENT
CREDIT 11.753~
GROSS TAXABLE GROSS HOMESTEAD NET OTHER FEES TAX, DELINQUENT TAX OR PAID TO TOTAl
VALUE EXEMPT/DEr VALUE TAX SPTRC TAX & PENALTIES PENALTY DATE
106800 6000 100800 1,114.09 111.41 896.11 0.00 896.11
2500 0 2500 27.63 134.20 SPECIAL ASSESSMENTS
DEDUCTIONS CURRENT TAX
BREAKDOWN BREAKDOWN
4omestead 6000 State 1.33
0 ;Vernon J & Thyra Randall Trustees County 120.24
0 County Welfare 13.95
14535 Carey Rd Clay Township
0 CARMEL, IN 46033 81.12
Vg3650
Carmel Clay Libmr/ 31.86
0 V~2825
Carmel Clay Schools $47.61
0 V~2826
0 0.00
0 0.00 TOTAL DUE J 898.11
LEGAL DESCRIPTION 0.00 DUE DATEI 0S/10/200,1
1/28/44 FR CAMPBELL A 12/17/99 ~ SPLT HAMILTON C 0.00 ADD 10% PENALTY AFTER
TOTAL 896,11 DUE DATE
3EEDED Randall, Vernon J & Thyra Trustees of Vernon J &
3WNER Thyra Randall Joint Revocable Trust ACRES 1.56
http://www.co.hamilton.in.us/app/reports/taxesbill2.asp?parcelno= 17+ 10+20+00+00+003%... 6/5/2002
[ Start Over I [ Tax Bill Instructions and Important Information
[ New Search I [ THIS LOOKS WRONG ] [ Go to Fall Statement->
This [sa replication of a tax bill mailed April 22, 2002. This information has been dedved fi'om public records that ara 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 the Treasurar's (
TREASURER COPY DUP"UCATE NUMBER A FIRST INSTALLMENT
4139 (SPRING)
2001 PAYABLE 2002 PARCEL NUMBER PROPERTY TAX RATE 2.210~
I/IA KE ALL CHECKS PAYABLE TO: 17 10 20 00 00 003.001 TAX STATEMENT HOMESTEAD 1C
-IAMILTON COUNTY TREASURER TAXING UNIT NAME CREDIT
33 N. NINTH ST
REPLACEMENT 11.7537
qOBLESVILLE IN 46060 Clay CREDIT
TAXABLE GROSS HOMESTEAD NET OTHER TAX, DEENQUENT PAID TO TOTAl.
GROSS EXEMPT/DEr FEES TAX OR DATE
VALUE VALUE TAX SPTRC TAX & PENALTIES PENALTY
77000 6000 71000 784.73 78.47 685.23 0.00 685.2:
7300 0 7300 80.68 101.71 SPECIAL ASSESSMENTS
DEDUCTIONS CURRENT TAX
BREAKDOWN BREAKDOWN
-fomestead 600C State 1.0~
David J & Shelia M Puckett County 91.g,~
County Welfare 10.6(
3309 146th St E Clay Township V~3650 62.0~
Carmel, IN' 46033
Carmel Clay Library 24.37
V~2825
Carmel Clay Schools ~,95.21
V~2828
0.0(
01 0.0( TOTAL DUE I 685.231
LEGAL DESCRIPTION 0.001 DUE DATE 05/1012002:
0.001 ADD 10% PENALTY AFTER DUE
11/6/78 308-400 A 12114187 SAME NAME AFF 87497 TOTAL 585.23' DATE
DEEDED ~Puckett, David J & Shelia M ACRES 0.82
OWNER
I
http://www.co.hamilton.in.us/app/reports/taxesbill2.asp?parcelno= 17+ 10+20+00+00+003%... 6/5/2002
[ Start Over I [ Tax Bill Instructions and Important Information ~m
[ New Search I [ THIS LOOKS WRONG .~ [ Go to Fall Statement ->
This lea replication of a tax bill mailed April 22, 2002. lltis information has been dedved from public records that am constantly undergoing
change and is not warranted for content or accuracy. It may not reltect the current information pertaining to this propeiiy. Newer tax statement
information can be obtained bi' visiting ~r calling the Treasurer*s Office.
TREASURER COPY DUP"LICATE NUMBER A FIRST INSTALLMENT
12923 (SPRING)
~)4/"12/02
2001 PAYABLE 2002 PARCEL NUMBER PROPERTY TAX RATE 2.2105
MAKE ALL CHECKS PAYABLE TO: 17 10 20 00 00 003.002 TAX STATEMENT HOMESTEAD
HAMILTON COUNTY TREASURER TAXING UNIT NAME CREDIT 10
33 N. NINTH ST
NOBLESVILLE IN 46060 Clay REPLACEMENT
CREDIT 11.7537
GROSS OTHER TAX, DELINQUENT PAID TO
VALUE EXEMPT/DED TAXABLE GROSS HOMESTEAD NET FEES TAX OR TOTAL
VALUE TAX SPTRC TAX & PENALTIES I PENALTY DATE
0 0 0 0.00 0.00 152.15 0.00 152.15
15600 0 15600 172.42 20.27 SPECIAL ASSESSMENTS
DEDUCTIONS CURRENT TAX
BREAKDOWN BREAKDOWN
0 ~tate 0.22
0 3avid J & Shelia M Pucke0 .~ounty 20.42
0 .3ounty Weltem 2.37
0 iCarmell309 146th, IN St 46033E IIClay Township V~3650 13.77
0 !Carmel Clay Library 5.41
V~2825
0 Carmel Clay Schools 109,90
V~2826
0 0.00
0 0.90 rOTAL DUE i 152.15
LEGAL DESCRIPTION 0.00 )US DATEI 08110/2002
1/10/84 FR RANDALL 340-820 UDA 0.00 ~,DD 10% PENALTY AFTER DUE
TOTAL 152.15 3ATE
DEEDED I
OWNER PuckeR, David J & Shelia M ACRES 5.1g
http://www.co.hamilton, in.us/app/reports/taxesbill2.asp?parcelno=l 7+10+20+00+00+003%... 6/5/2002
[ Start Over ) [ Tax Bill Instructions and Important Information j
[ New Search ] [ THIS LOOKS WRONG ~ [ Go to Fall Statement -> ]
This is a replication of a tax bill mailed April 22, 2002. '~is information has been derived from public records that are constantly undergoing
change and is not wan'anted for content or accuracy. It may not reflect the currant in~ormat~on pertaining to this property. Newer tax statement
information can be obtained b~
!R COPY
04/12/02
2001 PAYABLE 2002
MAKE ALL CHECKS PAYABLE TO:
HAMILTON COUNTY TREASURER
33 N, NINTH ST
NOBLESVILLE IN 46060
~the Treasurer's Office.
DUPUCATE NUMBER
GROSS TAXABLE
VALUE VALUE SPTRC
74500 9000 65500 72.39
900 0 900 86.26
DEDUCTIONS
BREAKDOWN
FIRST INSTALLMENT
6996
PARCEL NUMBER PROPERTY TAX RATE 2,2105
17 10 20 00 00 004.000 TAX STATEMENT HOMESTEAD 10
TAXING UNIT NAME CREDIT
REPLACEMENT 11.7537
Clay CREDIT
OTHER TAX, DELINQUENT
FEES TAX OR
& PENALTIES PENALTY
0.00
SPECIAL ASSESSMENTS
CURRENT TAX
BREAKDO~q~I
Robed C & Jeanne S Beebe
46033 ~TownshipV~3650
~Schools
LEGAL DESCRIPTION
FR B'EEBE A 1/7/94 FR BEEBE 9401206
Beebe, Robed C & Jeanne S
TOTAL DUE
DUE DATE
ADD10% PENALTY AFTER DUE
http://www.co.hamilton.in.us/app/reports/taxesbill2.asp?parcelno= 17+ 10+20+00+00+004%... 6/5/2002
[ Start Over I [ Tax Bill Instructions and Important Information J
[ New Search 1 [ THIS LOOKS WRONG I [ Go to Fall Statement--> ]
This Is a repticat]on 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 reflect the current information pertaining to this property. Newer tax statement
information can be obtained b the Treasurer's Office.
PAYABLE 2002
!CKS PAYAaLE TO:
N. NINTH ST
GROSS TAXABLE
VALUE VALUE
264600 9000 255600
8300 0 8300
DEDUC~ONS
BREAKDOWN
Homestead Mailed to: TRANSAMERICA
Mortgage James & Beth A~n Tmylor
-- 3555 146th St E
~ Carmel, iN 46033
DUPLICATE NUMBER
12312
PROPERTY TAX RATE
17 10 20 00 00 005.000 TAX STATEMENT HOMESTEAD
TAXING UNIT NAME CREDIT
Clay CREDIT
DELINQUENT
SPTRC FEES TAX OR
& PENALTIE PENALTY
282.50 0.00
342.82 SPECIAL ASSESSMENTS
CURRENT TAX
BREAKDOWN
State
County
County Welfare
Clay Township V~3650
Carmel Clay Library
Schools
LEGAL DESCRIPTION
PT NWA 9/10~93 FR NOBLE
DEEDED
James & Beth Ann
TOTAL DUE
DUE DATE
DATE
0511012002
http://www.co.hamilton, in.us/app/reports/taxesbill2.asp?parcelno= 17+ 10+20+00+00+005%... 6/5/2002
o ~