HomeMy WebLinkAbout03-1026BERT M. GOODMAN, ESQUIRE
Attorney I.D. No. 21559
60 Soldiers Square
Wayne, Pa. 19087
610-240-0345
Attorney for Appellant
IN RE: APPEAL OF BALANCED CARE
REALTY (OFC), INC.
APPEAL FROM THE CUMBERLAND COUNTY
BOARD OF ASSESSMENT APPEALS
MUNICIPALITY: SHIPPENSBURG TWP.
ASSESSMENT FOR THE TAX YEAR 2003
: IN THE COURT OF COMMON PLEAS
:
: CUMBERLAND COUNTY, PA.
: CIVIL ACTION - LAW
:
:
: NO.
:
PETITION FOR APPEAL FROM THE DECISION OF THE CUMBERLAND COUNTY
BOARD OF ASSESSMENT APPEALS
Appellant, Balanced Care Realty (OFC), Inc. by its attorney,
Bert M. Goodman, Esquire, files this Petition for Appeal from the
decision of the Cumberland County Board of Assessment Appeals based
upon the following statement of facts:
1. Appellant is Balanced Care Realty (OFC), Inc. an d is
located at 1215 Manor Drive, Mechanicsburg, Pennsylvania 17055.
2. Appellees are the Board of Assessment Appeals of Cumberland
County, the Board of Commissioners of Cumberland County,
Shippensburg Township and the Shippensburg Area School District.
3. The Appellant, Balanced Care Realty Inc. is the owner of a
property located at 129 Walnut Bottom Road, Shippensburg Township,
Cumberland County, Pennsylvania known as Cumberland County Tax
Parcel Number: 36-12-0320-031.
4. The Appellant filed an appeal from the assessment in the
amount on its property located at 129 Walnut Bottom Road
Shippensburg, Cumberland County, Pennsylvania for tax year 2003.
5. On February 14, 2003, the Cumberland County Board of
Assessment Appeals mailed notice of its decision in which it denied
Appellant's appeal and indicated that the assessment on the
property would remain unchanged for tax year 2003. Attached
herewith is a copy of the decision which is marked Exhibit "A" and
incorporated herein by reference.
6. The decision of the Cumberland County Board of Assessment
Appeals was in error and an abuse of discretion for the following
reasons:
a The assessment on Appellant's property is
substantially higher than assessments of comparable properties in
the neighborhood and the taxing district.
b The assessment is
determination of fair market value,
Appellant's property.
based upon an erroneous
particularly as it concerns
c The value determination by the Cumberland County Board
of Assessment Appeals violates the Equal Protection Clause of the
14th Amendment of the United States Constitution.
d The impact of the assessment bears unequally on the
Appellant when compared to assessments of properties of the same
class.
e When related to assessments of similarly situated
property owners, the assessment of the property of the Appellant is
arbitrary and capricious.
f The assessment violates the uniformity clause of the
Pennsylvania Constitution.
g. The assessment violates the required equality of tax
treatment guaranteed by Pennsylvania Statutory and Constitutional
Law.
h. The assessment is based in whole or in part upon an
appraisal that does not represent the actual value of the said
property.
i. The ratio of assessed value to actual value applied in
making the assessment is in excess of the ratio applied throughout
the taxing authority.
j. The assessment as determined by the Cumberland County
Board of Assessment Appeals does not reflect the current market
values of the properties as multiplied by the state mandated ratio
as determined by the State Tax Equalization Board.
k. The assessment lacks uniformity.
1. The assessment is discriminatory.
m. The assessment is otherwise unjust and inequitable.
WHEREFORE, the Petitioner requests this Honorable Court to
reverse the decisions of the Cumberland County Board of Assessment
Appeals, reduce the assessments and thereafter make all necessary
orders and decrees to effectuate said decision.
DATED:
BERT M. GOODMAN, ESQUIRE
ATTORNEY FOR THE APPELLANT
VERIFICATION
Bert M. Goodman, Esquire, the Attorney for the Appellant is
authorized to make this verification on behalf of Balanced Care
Realty (OFC), Inc. and verifies that the statements made in the
attached Petition for Appeal from the Decision of the Cumberland
County Board of Assessment Appeals are true and correct. He
understands that false statements made herein are made subject to
the penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn
falsification to authorities.
Dated:
03/04/2083 12:25 7247423398
Cumberland County Board of Assessment Appeals
Old Courthouse
One Courthouse Square
Carlisle, PA 17013
Board of A~smment Aplxaals
Lloyd W. Bucher
R. Fred Hefetfinger
Sarah Hughes -
PAGE 82
(717) 240-6350
(717) 240-6354 (fax)
BONNIE M. MAHONEY
STEVEN D. TILEY
A~l~nt E~llelt~r
DECISION ORDER
BALANCED CARE REALTY
CIO J KIERAN JENNINGS
100 CRANBERRY BUSINESS PARK
3104 UNIONVlLLE ROAD SUITE 120
CRANBERRY TWP PA 16066
Dear Prope~ Owner:
MAIUNG DATE: February 14, 2003
PARCEL NUMBER: 36-12-0320-031.
This letter is to officially notify you of the decision of the Cumberland County Board of Assessment Appeals
regarding the above-referenced parcel.
DATE OF APPEAL HEARING: 02/04/2003
DATE DECISION RENDERED: 02/13/2003
EFFECTIVE FOR TAX YEAR:
DECISION RENDERED:
[ ] Withdrawn ByApplir, am
[ ] Abandoned For Failure To Appear
[X] Denied - No Change
[ ] Approved Review Appraiser's Changes
[ ] .Revised Assessment Based on Headng
[ ] Other:
TOTAL VALUE FAIR MARKET
CLEAN AND GREEN
CLEAN AND GREEN
STATUS
Old Assessed Value:
New Assessed Value:
4,757,300 NOT
4,757,300 APPLICABLE
Any person aggrieved by the order of the Board of Assessment may appeal to the Court of Common
Pleas by filing a petition in the Prothonotary's office on or before March 15, 2003.
MAR-4-8003 TUE 11:18AM ID:
PFIGE: ~
IN RE: APPEAL OF '
BALANCED CARE '
REALTY (OFC), INC., '
Appellant '
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 03-1026 CIVIL TERM
ORDER OF COURT
AND NOW, this 13th day of March, 2003, upon consideration of Appellant's
Petition for Appeal from the Decision of the Cumberland County Board of Assessment
Appeals, a hearing is scheduled for Thursday, June 5, '2003, at 1:30 p.m., in Courtroom
No. 1, Cumberland County Courthouse, Carlisle, Pennsylvania. BY THE COURT,
Bert M. Goodman, Esq.
60 Soldiers Square
Wayne, PA 19087
Attorney for Appellant
Stephen D. Tiley, Esq.
5 South Hanover Street
Carlisle, Pa 17013
Attorney for Board of
As§essment Appeals
We~ley els~J .
IN RE: APPEAL OF BALANCED CARE
REALTY (OFC), INC.
APPEAL FROM THE CUMBERLAND
COUNTY BOARD OF ASSESSMENT
MUNICIPALITY: SHIPPENSBURG TWP.
ASSESSMENT FOR THE TAX YEAR 2003
PARCEL NO. 36-12-0320-031
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY PENNSYLVANIA
CIVIL ACTION - LAW
NO. 2003-1026 CIVIL TERM
ANSWER
AND NOW, comes the Cumberland County Board of Assessment Appeals, by its attorney,
Stephen D. Tiley, Esquire, Assistant Cumberland County Solicitor, and fries this Answer to Petitioner's
Petition for Appeal from the Decision of the Cumberland County Board. of Assessment Appeals, of
which the following is a statement:
1. Admitted.
2. Admitted.
3. Admitted.
4. Admitted.
5. Admitted.
6. Denied. The averments of this paragraph, and each and every of its sub-lettered
paragraphs, are denied as conclusions of law to which no responsive pleading is required. Strict proof at
trial is demanded.
WHEREFORE, Respondent, Cumberland County Board of Assessment Appeals, prays
Your Honorable Court for an Order denying Petitioner's Appeal or setting the market value and
assessment at such amount as, to the Court, may seem just and proper.
Dated: .._.~/~ ¢._~ Respectfully submitted,
By ,~~~ .~,..c.~_. ~
Stept~n D. Tiley, Esquire:
Attorney for Respondent
5 South Hanover Street
Carlisle, PA 17013
(717) 243-5838
Supreme Court I.D.#32318
VERIFICATION
I verify that the statements made in the foregoing Answer are true and correct, partially upon
personal knowledge and partially upon my belief; to the extent language in the Answer is that of my
attorneys, I have relied upon my attorneys in making this Verification. I understand that false
statements herein are made and subject to the penalties of 18 Pa. C.S. §.4904 relating to unswom
falsification to authorities.
Dated:
Bronr~i~ M. Mahoney, Chief Assessor/
IN RE: APPEAL OF BALANCED CARE
REALTY (OFC), INC.
APPEAL FROM THE CUMBERLAND
COUNTY BOARD OF ASSESSMENT
MUNICIPALITY: SHIPPENSBURG TWP. :
ASSESSMENT FOR THE TAX YEAR 2003 ·
PARCEL NO. 36-12-0320-031 :
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY PENNSYLVANIA
: CIVIL ACTION- LAW
NO. 2003-1026 CIVIL TERM
.CERTIFICATE OF SERVICE
I hereby certify that I served a true and correct copy of the foregoing Answer to the Petition by
placing a certified tree and correct copy of the same in the United States mail, postage pre-paid,
addressed to:
Bert M. Goodman, Esquire
Attorney for Petitioner
60 Soldiers Square
Wayne, PA 19087
Dated:
Stephen i5. Tiley, Esquire
Assistant Cumb. Co. Solicitor
5 S. Hanover Street
Carlisle, PA 17013
(717) 243-5838
Attorney I.D.#32318
In Re: Appeal of Balanced Care
Realty (OFC), Inc.
Appellant
· IN THE COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY,
· NO. 03-1026 CIVIL TERM
:
· CIVIL ACTION - LAW
· TAX ASSESSMENT APPEAL
PETITION TO INTERVENE
AND NOW COMES Shippensburg Township, Board of Supervisors, through its
Solicitors at Turo Law Offices, and files this Petition for Leave to Intervene pursuant to Pa.
R.C.P. 2326 et seq., and in support thereof avers the following:
1. The Appeal pending before this Honorable Court concerns a tax assessment on
the property located at 129 Walnut Bottom Road, Shippensburg Township, Cumberland County,
Pennsylvania, known as Cumberland County Tax Parcel Number 36-0320-031.
2. The parcel referred to in Paragraph 1 of this Motion is owned by Appellant.
3. The Landowners / Appellants challenged the denial, by the Cumberland County
Board of Assessment Appeals (hereinatter, "CCBAA"), of a request to reduce the valuation of
the property referred to in Paragraph 1 of this Motion, by Appeal dated March 6, 2003.
4. The Shippensburg Township Board of Supervisors are named as an Appellee, in
Paragraph 2 of Appellant's Appeal to this Honorable Court.
5. Following an Evidentiary Hearing on February 4, 2003, the CCBAA issued its
written decision denying the Assessment Appeal on February 13, 2003.
6. The Shippensburg Township Board of Supervisors now seek Leave to Intervene
in these proceedings pursuant to Pa. R.C.P. 2326 et. seq.
7. If Leave to Intervene is granted, the Shippensburg Township Board of
Supervisors intends to argue in support of the CCBAA's decision denying the Appellant /
Landowners' challenge to the valuation of the property referred to in Paragraph 1 of this Motion.
8. The Shippensburg Township Board of Supervisors will be adversely affected if it
is determine that the CCBAA's decision denying Appellant's challenge to the valuation of the
property referred to in Paragraph 1 of this Motion was erroneous.
9. It is submitted that the Landowners / Appellants shall not be prejudiced in any
manner if the Court allows the Shippensburg Township Board of Supervisors Leave to Intervene
in this matter, especially since Shippensburg Township is named as an Appellee in Appellant's
March 6, 2003 Petition for Appeal.
10. Parties to this appeal has been notified of the Shippensburg Township Board of
Supervisors intention to seek Leave to Intervene in this matter.
WHEREFORE, for all the reasons above, the Board of Supervisors of Shippensburg
Township, Cumberland County, Pennsylvania, hereby requests this Honorable Court to GRANT
it Leave to Intervene in the Tax Assessment Appeal of Balanced Care Realty.
Respectfully Submitted,
Date
Stepllren O. Fugett, Esquis~
Turo Law Offices
29 South Pitt Street
Carlisle, PA 17013
(717) 245-9688
CERTIFICATE OF SERVICF
I hereby certify that I served a true and correct copy of the foregoing Petition to
Intervene on the ~- day of ~t.~; ( 2003, as follows:
By First Class Mail AND by Facsimile:
Stephen D. Tiley, Esquire
Frey & Tiley
5 South Hanover Street
Carlisle, PA 17013
Solicitor, Cumberland County Board of Assessment Appeals
Bert M. Goodman, Esquire
60 Soldiers Square
Wayne, PA 19087
Attorney for Appellant
Jerry A. Weigle, Esquire
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
Attomey for Shippensburg School District
Respectfully Submitted,
TURO LAW OFFICES
29 South Pitt Street
Carlisle, PA 17013
(717) 245-9688
In Re:
Appeal of Balanced Care
Realty (OFC), Inc.
Appellant
· IN THE COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY, PENNSYLVANIA
· NO. 03-1026 CIVIL TERM
· CIVIL ACTION - LAW
:
· TAX ASSESSMENT APPEAL
ORDER
AND NOW, this o :, :,4 day of ~/'{, ~ ', i ,2003, upon consideration of
the Shippensburg Township Board of Supervisors' Petition for Leave to Intervene, said
Petition is expressly GRANTED. The Shippensburg Township Board of Supervisors is
now joined as a DEFENDANT/APPELLEE in the above-captioned case.
BY THE COURT,
cc: ,/~tephen D. Tiley, Esquire
Attorney for Cumberland County Board of Assessment Appeals
~/t3ert M. Goodman, Esquire
ettOrney for Appellant
rry A. Weigle, Esquire
/"Attorney for Shippensburg School District
q
,J.
IN RE: APPEAL OF BALANCED CARE
REALTY (OFC), INC.
APPEAL FROM THE CUMBERLAND
COUNTY BOARD OF ASSESSMENT
MUNICIPALITY: SHIPPENSBURG TWP. '
ASSESSMENT FOR THE TAX YEAR 2003: NO. 2003-1026 CIVIL Tl
PARCEL NO. 36-12-0320-031 :
: IN THE COURT OF coMMoN PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
ORDER OF COURT
AND NOW, this c/& day of April, 2003, upon consideration
Continuance, filed by Stephen D. Tiley, Esquire, and upon his representation th.
request, the Order of Court dated March 13, 2003 setting a Hearing date of June
a Hearing is scheduled for '~d~.q~/ ~. b2f',2003
Courtroom No. 1, Cumberland County Courthouse, Carlisle, Pennsylvania.
;RM
,f the Motion for
t counsel concur in this
5, 2003 is vacated and
at /:3,9 _~.m., in
Bert M. Goodman, Esquire
60 Soldiers Square
Wayne, PA 19087
Attorney for Appellant
Jerry A. Weigle, Esquire
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, PA 17257
BY THE COURT, i
J.,~esiey Oler, J .~z~ j.
Stephen D. Tiley, Esquire
FREY & TILEY
5 South Hanover Street
Carlisle, PA 17013
Attorney for Board of Asses!ment Appeals
Ron A. Turo, Esquire
TURO LAW OFFICES
28 South Pitt Street
Carlisle, PA 17013
IN RE: APPEAL OF BALANCED CARE
REALTY (OFC), INC.
APPEAL FROM THE CUMBERLAND
COUNTY BOARD OF ASSESSMENT
MUNICIPALITY: SHIPPENSBURG TWP.
ASSESSMENT FOR THE TAX YEAR 2003
PARCEL NO. 36-12-0320-031
IN THE COURT OF COMI~ON PLEAS OF
CUMBERLAND COUNTY PENNSYLVANIA
CIVIL ACTION - LAW
NO. 2003-1026 CIVIL TER~
MOTION FOR CONTINUANCE
AND NOW, comes Stephen D. Tiley, Esquire, Assistant Cumberland C°
attorney for Respondent Cumberland County Board of Assessment Appeals, and file
Continuance, of which the following is a statement:
~nty Solicitor,
this Motion for
2003. 1. The Court set a Hearing date of Thursday, June 5, 2003 by its Ord er dated March 13,
:quests a
· .titioner, Bert M.
and Municipality
3. Because of scheduling conflicts, the parties request that the Hearini date be set for
the week of August 18th, the week of August 25th, or on or after November 1,2003.
2. Respondent, Cumberland County Board of Assessment Appeals n
continuance of the Hearing date to allow additional time to prepare. Counsel for the P
Goodman, concurs with the request for a continuance. Counsel for the School Distfi~
concur with the request for a continuance.
WHEREFORE, Respondent, Cumberland County Board of Assessment Appeals, prays
Your Honorable Court for an Order vacating the Order of March 13, 2003 and setting new Hearing
date. ~
Respectfully submitted,
Steptfen D. Tiley, Esquire
Attorney for Respondent
5 South Hanover Street
Carlisle, PA 17013
(717) 243-5838
Supreme Court I.D.#32318
IN RE: APPEAL OF BALANCED CARE
REALTY (OFC), INC.
APPEAL FROM THE CUMBERLAND
COUNTY BOARD OF ASSESSMENT
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
MUNICIPALITY: SHIPPENSBURG TWP. '
ASSESSMENT FOR THE TAX YEAR 2003: NO. 2003-1026 CIVIL TERM
PARCEL NO. 36-12-0320-031 :
CERTIFICATE OF SERVlCF
I hereby certify that I served a true and correct copy of the foregoing Motion for
Continuance, by placing a certified true and correct copy of the same in tl~e United States
mail, postage pre-paid, addressed to:
Bert M. Goodman, Esquire
Attorney for Appellant
40 East Princess Street
York, PA 17403
Jerry A. Weigle, Esquire
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, PA 17257
Date: April ~' , 2003
Ron A. Turo, Esquire
TURO LAW OFFICES
455 Phoenix Drive, Suite ",~
Chambersburg, PA 17201
Stephen D. Tiley, Esquire
FREY & TILEY
5 South Hanover Street
Carlisle, PA 17013
St~phe~ D. Tiley, Esquire
Assistant Cumb. Co. Solicitor
5 S. Hanover Street
Carlisle, PA 15013
(717) 243-5838
Attorney I.D.#32318
APPEAL OF BALANCED
CARE REALTY (OFC), INC.,
APPEAL FROM THE
CUMBERLAND COUNTY
BOARD OF ASSESSMENT
MUNICIPALITY:
SHIPPENSBURG TWP. :
ASSESSMENT FOR THE TAX :
YEAR 2003 :
:
PARCEL NO. 36-12-0320-031 :
1N THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 03-1026 CIVIL TERM
ORDER OF COURT
AND NOW, this 21st day of August, 2003, upon a request from counsel, the
hearing previously scheduled in the above matter for August 28, 2003, is continued to
Monday, December 1, 2003, at 9:30 a. m., in Courtroom No. 1, Cumberland County
Courthouse, Carlisle, Pennsylvania.
Stephen D. Tiley, Esq.
5 South Hanover Street
Carlisle, PA 17013
Attorney for Board of
Assessment Appeals
Bert M. Goodman, Esq.
60 Soldiers Square
Wayne, PA 19087
Attorney for Appellant
BY THE COURT,
~~l~y Oler, ~.~ j.
Jerry A. Weigle, Esq.
126 East King Street
Shippensburg, PA 17257
Ron A. Turo, Esq.
28 South Pitt Street
Carlisle, PA 17013
APPEAL OF BALANCED
CARE REALTY (OFC), INC.,
APPEAL FROM THE
CUMBERLAND COUNTY
BOARD OF ASSESSMENT
MUNICIPALITY:
SHIPPENSBURG TWP.
ASSESSMENT FOR THE TAX
YEAR 2003
PARCEL NO. 36-12-0320-031
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 03-1026 CIVIL TERM
ORDER OF COURT
AND NOW, this 20th day of November, 2003, npon agreement of counsel, the
hearing previously scheduled in the above matter for December 1, 2003, is continued
generally. Counsel are directed to contact the court if they desire a hearing in this matter
or if a settlement if reached.
~tephen D. Tiley, Esq.
5 South Hanover Street
Carlisle, PA 17013
Attorney for Board of
Assessment Appeals
ffBert M. Goodman, Esq.
60 Soldiers Square
Wayne, PA 19087
Attorney for Appellant
A
BY THE COURT,
7esleyO r~__~., ~ J.
~f~rry A. Weigle, Esq.
126 East King Street
Shippensburg, PA 17257
~Ron A. Turo, Esq.
28 South Pitt Street
Carlisle, PA 17013
:rc
IN RE: APPEAL OF BALANCED
CARE REALTY (OFC), INC.
APPEAL FROM THE CUMBERLAND
COUNTY BOARD OF ASSESSMENT
MUNICIPALITY: SHIPPENSBURG
TWP.ASSESSMENT FOR THE TAX
YEAR 2003
PARCEL NO. 36-12-0320-031
FEB
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
NO. 2003-1026 CIVIL TERM
ORDER
AND NOW, this 2 ci [LI day of-gept~nJ~, 200~,' upon consideration
of the within Stipulation and Joint Motion for Agreed Order, it is Decreed and Ordered
that the total market value of the subject property as of the date applicable to this
proceeding is $3,100,000. The common level ratio not varying by more than 15% from
the predetermined ratio of 100%, the total assessment of the property for tax years
beginning on and after January 1, 2003, and thereafter until changed as provided by law,
shall be $3,100,000. The Cumberland County Assessment Office shall allocate said total
assessment between land and improvements as provided by law, and by the procedures of
the Cumberland County Assessment Office. The Cumberland County Assessment Office
shall promptly notify the appropriate taxing bodies of the change in assessment, and the
taxing bodies shall promptly make all appropriate refunds.
By:
BY THE COURT,
{fesley Oler ~Jr: J.
IN RE: APPEAL OF BALANCED
REALTY (OFC), INC.
APPEAL FROM THE
CUMBERLAND COUNTY
BOARD OF ASSESSMENT
MUNICIPALITY: SHIPPENSBURG
TWP. ASSESSMENT FOR THE
TAX YEAR 2003
PARCEL NO. 36-12-0320-031
· IN THE COURT OF COMMON PLEAS OF
· . CUMBERLAND COUNTY PENNSYLVANIA
: CIVIL ACTION - LAW
: NO. 2003-1026 CIVIL
STIPULATION AND JOINT MOTION FOR AGREED ORDER
AND NOW, this ,~'O7 day of 4a~u~, 2004, it is hereby agreed and
stipulated between Petitioner, Balanced Care Realty (OFC), Inc., by its attorney, Bert M.
Goodman, Esquire; and Respondents, Cumberland County and Cumberland County
Board of Assessment Appeals, by Stephen D. Tiley, Esquire, Assistant Cumberland
County Solicitor; Shippensburg Township, by its attorneys Turo Law Offices; and
Shippensburg Area School District by its attorneys Weigle & Associates; as follows:
1. On or about March 10, 2003, Petitioner, Balanced Care Realty (OFC),
Inc., filed a Petition for Appeal from the Decision of the Cumberland County Board of
Assessment Appeals. A Hearing was initially scheduled for lune 5, 2003. That Hearing
was m-scheduled, and then, ultimately, the matter was continued generally by Order of
Court dated November 20, 2003. Shippensburg Township filed a Petition to Intervene,
which was granted by Order of Court dated April 4, 2003. Shippensburg Area School
District has informally participated in the litigation and in this Settlement Stipulation, and
therefore joins herein. The parties have now settled this case.
2. The matter began with an appeal filed to the Board of Assessment Appeals
on September 3, 2002 and the applicable year for which the above captioned assessment
appeal was filed is the calendar year 2003.
Appeal of Balanced Care Realty ( OFC), Inc.
Stipulation and Joint Motion for Agreed Order Page I of 4
3. The property which is the subject of this appeal is Cumberland County
Tax Parcel No. 36-12-0320-031. The property is situate in Shippensburg Township,
Cumberland County, Pennsylvania, and consists of an assisted li:¢ing facility for the
elderly composed of a 56 unit independent living facility licensed for 120 beds and
known as Outlook Pointe at Shippensburg, with an address of 129 Walnut Bottom Road,
Shippensburg, Pennsylvania 17257.
4. The parties stipulate that the total market value of the subject property as
of the date the original petition to the Cumberland County Board of Assessment Appeals
shall be fixed at $3,100,000.
5. The common level ratio applicable to this appeal for the 2003 tax year, is
99% and is inapplicable, as it does not vary by more than 15% of the pre-determined
ratio. As a result of the year 2000 Cumberland Countywide Reassessment, the
predetermined ratio for Cumberland County is now 100% of year 2000 market value.
Therefore, the assessment for the subject property shall be $3,100,000.
6. The Cumberland County Assessor's Office shall allocate the total
assessment between land and improvements as provided by law and the procedures of the
Cumberland County Assessment Office.
7. The new assessment shall be effective for tax years beginning on and after
January 1, 2003. The first taxes effected by this stipulation shall be year 2003 County
and Municipal taxes and year 2003-2004 school real estate taxes.
8. The Cumberland County Assessment Office shall promptly notify the
appropriate taxing bodies of the change in assessment, and instruct the taxing bodies to
make appropriate refunds.
9. Each party to this appeal shall bear its own costs.
Appeal of Balanced Care Realty (OFC). Inc.
Stipulation and Joint Motion for Agreed Order Page 2 of 4
10. The Court is requested to enter the proposed Order attached hereto.
11. The undersigned attorneys each hereby warrant td' the other attorneys, and
to the parties, and to the Court, that he/she has reviewed this Settlement Stipulation with
his/her client or clients and that he/she has specifically been authorized to enter into this
Settlement Stipulation by his/her client or clients.
Date:
Respectfully Submitted,
PETITIONER,
BALANCED CARE REALTY (OFC), INC.
Bert M. Goodman, Esquire
60 Soldiers Square
Wayne, PA 19087
ATTORNEY FOR PETITIONER
RESPONDENT,
CUMBERLAND COUNTY BOARD OF
ASSESSMENT APPEALSandCOUNTY
OFCUMBERLAND
Date:
Stephen D. Tiley, Esq '
Assistant Cumberland County Solicitor
5 South Hanover Street
Carlisle, PA 17013
(717) 243-5838
Supreme Court I.D. 32318
ATTORNEY FOR RESPONDENT
Appeal of Balanced Care Realty (OFC), Inc.
Stipulation and Joint Motion for Agreed Order Page 3 of 4
Date:
S, HIP .. TOWNSHIP
)~"~ ~~u xre
tOdRO LAW OFFIC
28 South Pitt Street
Carlisle, PA 17013
Date:
SHIPPENSBURG AREA
SCHOOL DISTRICT
Je~i le Esquire
WEIGLE & ASSOCIATES, f
126 East King Street
Shippensburg, PA 17257
Appeal of Balanced Care Realty (OFC). Inc. Page 4 of 4
Stipulation and Joint Motion for Agreed Order