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HomeMy WebLinkAbout04-0922IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA SPECTRASITE COMMUNICATIONS, Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. VS. CUMBERLAND COUNTY, SOUTHAMPDEN TOWNSHIP and SHIPPENSBURG AREA SCHOOL DISTRICT, Interested Parties. CiVIL DiVISION NO. PETITION FOR APPEAL Filed on behalf of Appellant, Spectrasite Communications Counsel of Record for this Party: Dusty Elias Kirk, Esquire PA I.D. No. 30702 PEPPER HAMILTON LLP Firm I.D. No. 143 50th Floor, One Mellon Center 500 Grant Street Pittsburgh, PA 15219-2502 (412) 454-5000 PT: #172660 vi (3P8401 !.DOC) 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA SPECTRASITE COMMUNICATIONS, Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. VS. CUMBERLAND COUNTY, SOUTHAMPDEN TOWNSHIP and SHIPPENSBURG AREA SCHOOL DISTRICT, Interested Parties. CiVIL DIVISION No. - PETITION FOR APPEAL AND NOW, comes Spectrasite Communications ("Appellant"), by and through its attorneys Pepper Hamilton LLP and Dusty Elias. Kirk, Esquire, and files the within Petition for Appeal, and in support thereof states as follows: 1. Spectrasite Communications is the record owner of commercial property situate at 44 Kline Road, Southampden Township, Cumberland County, Pennsylvania (the "Property") and identified as Parcel No. 39-12-0324-004-LL in the Cumberland County assessment records. 2. Cumberland County, Southampden Township and Shippensburg Area School District are the taxing bodies interested in the taxable status of the Property. 3. The Board of Assessment Appeals of Cumberland County, Pennsylvania (the "Board") is a Board created under the Act of June 21, 1939, P.L. 626, 72 P.S. {}5342 et seq., and is authorized to assess and value real property for the purpose of taxation in counties of the Fourth Class and to hear appeals from said assessments by aggrieved parties. 4. Pertaining to the year 2004, the Board assessed the Property in the amount of Two Hundred Forty Four Thousand Eight Hundred Sixty Dollars ($244,860). 5. As of September 1, 2003, the Property was described for the 2004 tax year on the official records of Cumberland County as follows: Description Assessment Land $0 Improvements $244,860 $244,860 6. On August 29, 2003, Appellant duly appealed the 2004 assessment to the Board for regress and reduction of said assessment. A copy of said Appeal Application is attached hereto as Exhibit "A." 7. After a heating, the Board reduced the assessment on the Property for the year 2004 to One Hundred Thirty Six Thousand Five Hundred Thirty Dollars ($136,530) by issuing a Decision Order ("Decision") dated February 9, 2004. A copy of the Decision is attached hereto as Exhibit "B." 8. This Petition is herewith presented within thirty (30) days from the mailing date of the Decision. 9. Appellant is aggrieved by the Board's adjudication. Specifically, Appellant avers, on information and belief, that the assessment remains unfair, unreasonable and excessive, Appellant further avers as follows: a. The assessment is not equal or uniform with other properties similarly located in Cumberland County. PT: #172660 vl (3P8401 !.DOC) -2- b. There is a complete lack of uniformity in the assessment of real estate within Cumberland County which makes the Property assessment unjust, unreasonable and discriminatory. c. The assessment contains a cellular communications tower, which is improperly being assessed as real estate. d. Other such reasons as will be developed at the time of hearing. WHEREFORE, Appellant, being aggrieved by the assessment of the Board, files this Petition for Appeal and requests that this Honorable Court herein determine its appeal and decrease the assessment of the Property to such amount as may be right and proper. Respectfully submitted, Dated: March ,~ , 2004 PEPPER HAMILTON LLP Firm No. 143 One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 (412) 454-5000 -3- PT: #172660 vi (3P8401 !.DOC) CUMBERLAND COUNT~ · ·. ASSESSMENT APPEAL ~ COMMERCIAL*I INDUSTRIAL RIK~)Id OWllel~S) Name Spectr'asite . . t ' ... C?mmuntcatior~ , ~ ' ~00 Regency Forest' Drive .-, .. " " " cary, N.C.. 27511 ' ' ~ L~n d ~e~'8~ ~1: '4~ .. Kline. Roa~', ' Shiovensbur~. South Hampton ~ ~.' . .~ . ~~ f2~,~60'(1001)'O~no~Ma~'~bP~ .. $0,00 ~P~ No~ ·Available ~w~ot Available .'~M[~No~ Av~tlabl~ in excess of the property% value,' The assessmen~ .o~er. property in the County, The assessment includes the value oi..personal p~op~rty~ contrary to Penns~lvanta a~sesQmenfi la~, ~~: ~ ~.~.~~: '" ., .. X ~:." ~ '.Te~e~o~nications To,er.-:' : .. If L~: ~ Re~ .,, I~tg~: T~.~m ~ · ~ ~ R~ ~m~P~A~ ~r~ .., Te~ ~' ~ ~: ~ ' ' G~ , ~n~ ~ Co~ ~r: , ~ : ' ~ L~;~.~ Rem, '. D~ C.~~,.m~~.~b~. -. ' ,~... . ~. . . ·' :. ..:..'... . ' ~; 400 Re~encv Forest Drive' EXHIBIT Car~. N.C. 27511 ~. (~) . ~ by'l~3e: .. .$ - $,. · .!:.. $ ........... GROSS ANNUAIj EXPENSES FOR $ P ~'A,,~,~':. '...' '..' ,~'". ....... .""' ~'~' '/i ....... ,. ', Real E~tate Ta~ee $ FDhD ....... I~umnM..i . . - .. '.~.R~;~'".. ' ~ :~'" '-' ' '~:-..~'~'~. · In Rent. · 0 E~ac~rk~ty I~ .Water "~:~ Carpet .... ~ R~ - ~ ~her o ~a~3age · I~ Parking · ...!.-"Lega ..... & A~ounilng.., ..... ' ' ' "; ~, ,~ ,.-%.' ' ,'., ';: I~ Pool ~,~ .. ;, ~i: "' ' ' "' '1 " · I~ OTHER: ~:' ' ,'-$uppll~'.~:.· "- ' : -. ' " ,." '", ~i~:' .... · TOTAL EXPENSES ]~.me me,~.pages'for ~my othel- · ~: ..... I~ of Furnished " :' ' ':' ' ':;' Units: $ .~ ,.: .$,.. , .Owmd~c, · '" ' ' . . "' .'l~'~:'~iwner Cumberland County Board of Assessment Appeals Old Courthouse One Courthouse Square Carlisle, PA 17013 (7t7) 240-6350 (717) 240-6354 (fax) Board of Assessment Appeals Lloyd W. Bucher R. Fred Hefeiflnger Sarah Hughes BONNIE M, MAHONEY Chief Assessor STEPHEN D, TILEY Assistant Solicitor DECISION ORDER MAILING DATE: February 9, 2004 · PARCEL NUMBER: 39-12-0324-004.-LL SPECTRASITE COMMUNICATIONS 400 REGENCY FOREST DRIVE CARY NC 27511 Dear Property Owner: This letter is lo officially notify you of the decision of the Cumberland County Board of Assessment Appeals regarding the above-referenced parcel. DATE OF APPEAL HEARING: 02/03/2004 DATE DECISION RENDERED: 02/09/2004 EFFECTIVE FOR TAX YEAR: 2004 DECISION RENDERED: [ ] Withdrawn By Applicant . [ ] Abandoned For Failure ToApp~ar ' .. [ ] Denied - No Change [ ] Approved Review Appraiser's Changes [X~ Revised Assessment Based on Hearing .................... [ ] Other: TOTAL VALUE FAiR MARKET CLEAN AND GREEN Old Assessed Value: 244,860 NOT New Assessed Value: 136,530 APPLICABLE CLEAN AND GREEN STATUS Any person aggrieved by the order of the Board cf,Assessment may appeal to the Court of Common Pleas by filing ~ petition in the Prothonotary's office on or before March 9, 2004. EXHIBIT VERIFICATION I, o ~ ~2~.[ttlrlO,~ , of Spectrasite Communications, declare under penalty of perjury that I am the ~-. '~'~ of Spectrasite Communications; that I am authorized to make this verification of the foregoing Petition for Appeal on behalf of Spectrasite Communications, the record owner of the property on appeal; that I know the contents thereof as to all matters of fact therein stated and the same are true; and as to all matters therein stated on information and belief, I believe them to be true. I understand that false statements herein are subject to the penalties of 18 Pa. Cons. Stat. §4904, relating to unswom falsification to authorities. Executed this ~day of February, 2004. CERTIFICATE OF SERVICE I hereby certify that a tree and correct copy of the within Petition for Appeal has been served upon the following parties by first class mail, postage prepaid on this 3~W,{ day of March, 2004. Edward L. Schorpp, Esquire Solicitor, Cumberland County Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Stephen D. Tiley, Esquire Solicitor, Cumberland County Board of Assessment Appeals Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Richard L. Webber, Jr., Esquire Solicitor, Southampden Township Weigle & Associates 126 East King Street Shippensburg, PA 17257 Jerry A. Weigle, Esquire Solicitor, Shippensburg Area School District Weigle & Associates 126 East King Street Shippensburg, PA 17257 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA SHENANDOAH MOBILE COMPANY and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, Appellants, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. SPECTRASITE COMMUNICATIONS, Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee, VS. CUMBERLAND COUNTY, SOUTH MIDDLETON TOWNSHIP, and SOUTH MIDDLETON SCHOOL DISTRICT, Interested Parties. CIVIL DIVISION Nos. 03-4921 04-920 04-921 04-922 04-949 04-950 MOTION TO CONSOLIDATE Filed on Behalf of Spectrasite Communications Counsel of Record for This Party: Dusty Elias Kirk, Esquire PA I.D. No. 30702 Sharon F. DiPaolo, Esquire PA I.D. No. 74520 PEPPER HAMILTON LLP Firm I.D. No. 143 One Mellon Center 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 (412) 454-5000 PT: #175332 vi (3R~C01 !.DOC) SPECTRASITE COMMUNICATIONS, Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, VS. Appellee, CUMBERLAND COUNTY, UPPER FRANKFORD TOWNSHIP and BIG SPRINGS SCHOOL DISTRICT, Interested Parties. SPECTRASITE COMMUNICATIONS, Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, VS. Appellee, CUMBERLAND COUNTY, SOUTHAMPDEN TOWNSHIP and SHIPPENSBURG AREA SCHOOL DISTRICT, Interested Parties. PT: #175332 vi (3R~C01 !.DOC) SBA TOWERS, INC., Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, VS. Appellee, CUMBERLAND COUNTY, EAST PENNSBORO TOWNSHIP and EAST PENNSBORO SCHOOL DISTRICT, Interested Parties. SBA TOWERS, INC., Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, VS. Appellee, CUMBERLAND COUNTY, SOUTH NEWTON TOWNSHIP and BIG SPRINGS SCHOOL DISTRICT, Interested Parties. PT: #175332 vl (3R(~C01!.DOC) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA SHENANDOAH MOBILE COMPANY and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, Appellants, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. ET AL. ) CIVIL DIVISION ) ) Nos. 03-4921 ) 04-920 ) 04-921 ) 04-922 ) 04-949 ) 04-950 ) ) ) ) ) ) MOTION TO CONSOLIDATE AND NOW, comes Spectrasite Communications ("Spectrasite"), by and through its attorneys, Pepper Hamilton LLP and Dusty Elias Kirk, Esquire, and files the within Motion to Consolidate, and in support thereof states as follows: 1. Spectrasite is a telecommunication tower company, and the owner of commercial real estate and taxable property situate in Cumberland County, Pennsylvania, and identified as Parcel Numbers 40-10-0632-016-LL, 43-06-0031-012-LL and 39-12-0324-004-LL in the Cumberland County assessment records (the "Spectrasite Properties"). 2. Spectrasite placed upon the Spectrasite Properties telecommunication towers and other structures and related equipment, which, in each instance, the Board of Assessment Appeals of Cumberland County (the "Board") assessed as real property. 3. On or about March 4, 2004, Spectrasite filed Petitions for Appeal with this Court for the Spectrasite Properties docketed at Nos. 04-920, 04-921 and 04-922, challenging the PT: #175332 vi (3R(~C01 !.DOC) Board's assessment of the telecommunication towers as real property for purposes of real estate taxation. 4. SBA Towers, Inc. ("SBA") is a telecommunication tower company, and also owns properties in Cumberland County upon which it placed telecommunication towers (the "SBA Properties"). The SBA Properties are identified as Parcel Numbers 09-22-0533-001-LL and 41-11-0304-019-LL in the Cumberland County assessment records. 5. On or about March 5, 2004, SBA filed Petitions for Appeal for the SBA Properties, docketed at Numbers 04-949 and 04-950, raising the same issues as Spectrasite's appeals. 6. Spectrasite and SBA are represented by the same counsel with respect to the above-referenced real estate tax assessment appeals. 7. On September 18, 2003, Shenandoah Mobile Company and Shenandoah Personal Communications Company (collectively, "Shenandoah"), by and through its attorney, Carl C. Risch, Esquire, filed a Petition for Appeal at Docket Number 03-4921 for its property identified as Parcel Number 25-25-0006-315-LL (the "Shenandoah Property"), raising the same issues as Spectrasite's and SBA's appeals. 8. Counsel for Spectrasite and SBA contacted counsel for Shenandoah to discuss a consolidation of real estate tax assessment appeals pending for the Spectrasite Properties, the SBA Properties and the Shenandoah Property, and counsel for Shenandoah has consented to a consolidation of these appeals. 9. Counsel for Spectrasite and SBA has contacted the respective taxing bodies having an interest in these appeals, through their respective solicitors, to discuss a consolidation. Upon information and belief, Stephen D. Tiley, solicitor for the Cumberland PT: #175332 vl (3R(~C01!.DOC) 2 County Board of Assessment Appeals and Cumberland County, also attempted to contact each of the solicitors to discuss a consolidation of these appeals. The respective taxing bodies consent to a consolidation as follows: a. Cumberland County and the Cumberland County Board of Assessment Appeals, through their solicitor, Stephen D. Tiley, Esquire, consented in writing to a consolidation. A copy of the written consent is attached hereto as Exhibit "A"; b. Big Spring School District and South Middleton School District, through their solicitor, Philip H. Spare, Esquire, consented in writing to a consolidation. A copy of the written consent is attached hereto as Exhibit "B"; c. East Pennsboro Area School District, through its solicitor, Donna S. Weldon, Esquire, consented in writing to a consolidation. A copy of the written consent is attached hereto as Exhibit "C"; d. Southampden Township, through its solicitor, Richard L. Webber, Jr., Esquire, consented in writing to a consolidation. A copy of the written consent is attached hereto as Exhibit "D"; e. Shippensburg Area School District, through its solicitor, Jerry A. Weigle, Esquire, consented in writing to a consolidation. A copy of the written consent is attached hereto as Exhibit "E". f. Upper Frankford Township, through its solicitor, Steven Fishman, Esquire, consented in writing to a consolidation. A copy of the written consent is attached hereto as Exhibit "F". g. South Middleton Township, East Permsboro Township and South Newton Township have not yet provided a response with respect to a consolidation. PT: #175332 vi (3R~C01 !.DOC) 3 10. Spectrasite, jointly with SBA and Shenandoah, requests that the appeals described hereinabove be consolidated for the following reasons: a. Consolidation of the appeals will (i) promote judicial economy by avoiding the multiplicity of trials and (ii) eliminate an unnecessary duplication of effort and reduce the expense to the parties, because the appeals involve a common question of law that can be resolved with one trial. b. Consolidation of the appeals will result in judicial consistency, because Spectrasite, SBA and Shenandoah, seek to establish uniform law in the Commonwealth of Pennsylvania with respect to the treatment of telecommunication towers for purposes of real estate taxation. C. Consolidation of the appeals will not prejudice any party. 11. Rule 213(a) of the Pennsylvania Rules of Civil Procedures provides that when actions in a county involve a common question of law or fact, or which arise from the same transaction or occurrence, the court may upon motion of any party or sua sponte order all such actions consolidated and triable jointly as a single action. PT: #175332 vl (3R(~C01 !.DOC) 4 WHEREFORE, Spectrasite Communications, jointly with SBA Towers, Inc. and Shenandoah Mobile Company and Shenandoah Personal Communications Company, respectfully requests that this Honorable Court enter an order consolidating the appeals docketed at Numbers 03-4921, 04-920, 04-921, 04-922, 04-949 and 04-950 at Number 03-4921. Respectfully submitted, Dated: ~*~ ,2004 PA I.D. N37. 30702 Sharon F. DiPaolo PA I.D. No. 74520 Pepper Hamilton LLP One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 Attorneys for Spectrasite Communications PT: #175332 vl (3R(~COI !.DOC) 5 Of Counsel: ROBERT M. FREY STEPHEN D. TILEY ROBERT G. FREY FREY & TILEY ATTORNEYS-AT-LAW 5 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013-3385 Telephone: (717) 243-5838 Facsimile: (717) 243-6441 MEMORANDUM TO: Sharon F. DiPaolo, Esquire Via email only FROM: Steve Tiley DATE: April 2, 2004 RE: Cell Tower Appeals Dear Sharon: In response to your transmission of March 30th, on behalf of the County and Board, I concur in the motions. I have sent a fax to the counsel for the other taxing bodies asking that they give their concurrence to you as soon as possible. I spoke with Attorney Carl Risch this morning and he continues to concur, so long as trial is not delayed beyond May (I indicated June 15th and he was agreeable to that). Do you plan to file a separate motion for each case? I would think that at least we will need an order entered in each case or that the final order should reference all case numbers. I have not reviewed the procedure. I note that I have never been served with filed copies of the original appeals, giving file numbers. For that reason, I have not yet filed Answers. (Although Answers are not required, I customarily do so.) No need to serve filed copies now. I will go the courthouse and get the file numbers and I will assume that what was filed is identical to the copies I received. Frey & Tiley Sharon F. DiPaolo, Esquire Re: Cell Tower Cases April 2, 2004 Page 2 of 2 I am not sure that we need consent, and I am not sure that we can get consent within the timeframe required. Some solicitors will be away. Others will feel the need to consult with their client before making a decision. Your cases were assigned to President Judge Hoffer. About two weeks ago his chambers called to schedule the hearings. I advised that Judge Oler had the Shenandoah case and that there had been some talk of consolidation and CCAP intervention. He asked me to report back to him in a couple of weeks. The Shenandoah case is ~resently scheduled for pre-trial next Thursday and trial a week from Monday. I believe that Cad Rish and I need to advise Judge Oler that a motion for consolidation is likely. At the same time I believe that I, or Carl Rish and I, should advise Judge Hoffer. I recommend that, after my conversation with Judge Oler, that I deliver to Judge Hoffer a letter indicating where we are, and that I suggest that the Court may want to simply order consolidation on its own motion. We may find that this results in consolidation of the cases before all of the taxing body solicitors have had the opportunity to respond. I am not yet sure who will be attending the tower removal. Sincerely yours, Steve Stephen D. Tiley cc: Cad C. Rich, Esquire Via email only SNELBAKER, BRENNEMAN & SPARE, P. C. 44 Wc~t Maiss S~et M~haaicztna'g., ~'A 17055 (717) 69%8528 Richard C. SneXbaker Fax No. (717) 697-7681 Keith O. Brenneman Philip Il. Spare FACSIMILE COVER LETTER PLEASE DELIVER THE FOLLOWINO PAGES: DATE: April 6, 2004 TO: Sharon F. DiPaolo, Esquire Pepper Hamilton LLP FAX #: (412) 454-5005 FROM: Phil Spare NO. OF PAGES INCLUDING COVER LETTER: 1 COMMENTS: Re: Spectrasit¢ Communications and SBA Tower Cases CCP Cumberland County, PA Dear Sharon: As we discussed this morning, our firm represents Big Spring School District and South Middletou School District in the above referenced tax assessment appeals. Last evening, both school Boards adopted resolutions approving of the consolidation of these cases with the other similar cases pending in Cumberland County. Please let me know if you require any thing else from me at this time. Thank you. ~~ Cc: Dr. Patricia B. Sanker, Superintendent South Middleton School District Dr. William K. Cowden, Superintendent Big Spr'mg School District Stephen D. Tiley, Esquire (717) 243-6441 RECEIVED TIME APR. 6. NT TIME APR. 6, 9:00AM KrI='F"'ER WOOD ALLI='N F,. RAHAL, LiP ATTORNEYS AT LAW ;EIO WALNUT eTRI'E? P. O. BOX IJ~ea HARRI-~EUR($, PA 171o8-1ea3 PHON~' (717) ~lSe-~O00 w.k#leM~xI.cnm April 5, 2004 (717) 255.8O49 Emait Address: ~waldon~keafeMood.com Sharon F. DIPaolo, Esquire Pepper Hamilton LLP 50'" FIm3r 500 Grant Street Pittsburgh, PA 15219-2502 Vll F~.(;slmlle M12.~1.0717 RE: Motion to Consolidate Dear Ms. DiPaolo: I am the solicitor of East Pennsboro Area School District ("District"). You have asked for my concun'ence with regard to a Motion to Consolidate. The assessment appeal related to the District is entitled SBA Towers, Inc. vs. Cumberland County Board of Assessment Appeals, Parcel No. 09-22-0533-001-LL. On Friday, I received a fax from Steve Tiley asking for my consent to the consolidation motion. This is to notify you that I do consent on behalf of East Pennsboro Area School District. Very truly yours, KEEFER WOOD ALLEN & RAHAL, LLP Donna S. Weldon DSW/drw cc: Stephen D. Tiley, Esquire (Via Fax #717-243.6441) Lind== J. BiOOS. D.Ed., Superintendent RECEIVED TIME APR. TIME APR. S. 4:0?PM JERRY A. WEIGLE Associates JOSEPH P. RUANE RICHARD L. WEBBER, JR. Of Counsel THOMAS L. BRIGHT WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law 126 EAST KING STREET SHIPPENSBURG, PENNSYLVANIA 17257-1397 TELEPHONE (717) 532-7388 or (717) 776-4295 FAX (717) 532-5289 weigleassociates(&~ear thlink.net April 2, 2004 VIA FACSIMILE TO (412) 281-0717 AND U.S. MAIL Sharon F. DiPaolo, Esquire PEPPER HAMILTON, LLP 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 RE: 2004 Real Estate Tax Assessment appeals Cumberland County, Pennsylvania Spectrasite Communications Docket Numbers 04-920, 04-921 and 04-922 SBA Towers, Inc. Docket Numbers 04-949 and 04-950 Shenandoah Mobile Company and Shenandoah Personal Communications Company Docket Number 03-4921 Dear Ms. DiPaolo: I represent Southampton Township, Cumberland County, Pennsylvania. I hereby consent to your proposed Motion to Consolidate as well as the Motion to Continue. Thank you for your attention to this matter. Very truly yours, WEIGLE & ASSOCIATES, P.C. Richard L. Webber, Jr., Esquire RLW/paf cc: Stephen D. Tiley, Esquire (via facsimile to 243-6441) Southampton Township Board of Supervisors JERRY A. WEIGLE Associates JOSEPH P. RUANE RICHARD L. WEBBER, JR. Of Counsel THOMAS L. BRIGHT WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law 126 EAST IO/~G STREET SItlPPENSBURG, PENNSYLVANIA 1725%1397 TELEPHONE (717) 532-7388 or (717) 776-4295 FAX (717) 532-5289 weigleassociates~earthlink, net VIA FACSIMILE TO (412) 281-0717 AND U.S. MAIL Sharon F. DiPaolo, Esquire PEPPER HAMILTON, LLP 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 2004 Real Estate Tax Assessment appeals Cumberland County, Pennsylvania Speetrasite Communications Docket Numbers 04-920, 04-921 and 04-922 SBA Towers, Inc. Docket Numbers 04-949 and 04-950 Shenandoah Mobile Company and Shenandoah Personal Communications Company Docket Number 03-4921 Dear Attorney DiPaolo: On behalf of the Shippensburg Area School District, the District hereby consents to your proposed Motion to Consolidate as well as the Motion to Continue in the above captioned matter. Thank you for your attention to this matter. Very truly yours, , ,flE~GLE & ASSOCIATES, e.c. / Jer~y ,.6. Weigl(~, Esquire So~91tor for Sl~ippensburg Area School JAW/paf cc: Stephen D. Tiley, Esquire (via facsimile to 243-6441) Dr. David R. Landis, Superintendent SASD istrict 04/02/2004 11:27 7172497334 Shazon F. DiPaolo, Esq, Pe~per Hamilton, L.L.P. 50 Floor 500 Grant Street Pittsburgh, PA 15219-2502 April 2, 2004 P,c: Spectracite Communications Assessment VIA IrAX AND 1sr CLASS iVIAIL Dear Ms. DiPaolo, · County, Pennsylvania. The This oi~ce serves as Solicitor to Upper Frankford Township, Cumberland Towuship has authorized us to Concur in the proposed Order of Consolidation as well as the proposed Motion to Continue. Please advise if there is anything f~rther required of the Township at this time· Very truly yours, Solicitor J EXHIBIT ~ fFINO IN EI~,%'IRON MENT/d~, LAND US ,,¥,, CONCE. ~ '~ s RECEIVED TIME ~PR. E. 1~:~ HUNtCiPAL AND F. fiTATE .~DMiNiSTRA'TI'ON LAW E aPR. 2. 10: 22~M IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA SHENANDOAH MOBILE COMPANY and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, Appellants, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. SPECTRASITE COMMUNICATIONS, Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee, VS. CUMBERLAND COUNTY, SOUTH MIDDLETON TOWNSHII~, and SOUTH MIDDLETON SCHOOL DISTRICT, Interested Parties. CiVIL DIVISION Nos. 03-4921 04w920 04-921 04-922 04-949 04-950 MOTION TO CONTINUE Filed on Behalf of Spectrasite Communications Counsel of Record for This Party: Dusty Elias Kirk, Esquire PA I.D. No. 30702 Sharon F. Dil:'aolo, Esquire PA I.D. No. 74520 PEPPER HAMILTON LLP Firm I.D. No. 143 One Mellon Center 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 (412) 454-5000 PT: #178263 vi (3TJR01 !.DOC) SPECTRASITE COMMUNICATIONS, Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. VS. CUMBERLAND COUNTY, UPPER FRANKFORD TOWNSHIP and BIG SPRINGS SCHOOL DISTRICT, Interested Parties. SPECTRASITE COMMUNICATIONS, Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. VS. CUMBERLAND COUNTY, SOUTHAMPDEN TOWNSH1P and SHIPPENSBURG AREA SCHOOL DISTRICT, Interested Parties. PT: #178263 vi (3TJR01!.DOC) SBA TOWERS, 1NC., Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. VS. CUMBERLAND COUNTY, EAST PENNSBORO TOW2qSHIP and EAST PENNSBORO SCHOOL DISTRICT, Interested Parties. SBA TOWERS, INC., Appellant, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. VS. CUMBERLAND COUNTY, SOUTH NEWTON TOWNSHIP and BIG SPRINGS SCHOOL DISTRICT, Interested Parties. PT: #178263 vl (3T JR01 !.DOC) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA SHENANDOAH MOBILE COMPANY and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, Appellants, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. ET AL. ) CiVIL DIVISION ) ) Nos. 03-4921 ) 04-920 ) 04-921 ) 04-922 ) 04-949 ) 04-950 ) ) ) ) ) ) MOTION TO CONTINUE AND NOW, comes Spectrasite Communications ("Spectrasite"), by and through its attorneys, Pepper Hamilton LLP and Dusty Elias Kirk, Esquire, and files the within Motion to Continue, and in support thereof states as follows: 1. Spectrasite is a telecommunication tower company, and the owner of commercial real estate and taxable property situate in Cumberleaad County, Pennsylvania, and identified as Parcel Numbers 40-10-0632-016-LL, 43-06-0031-012-LL and 39-12-0324-004-LL in the Cumberland County assessment records (the "Spectrasite Properties"). 2. On or about March 4, 2004, Spectrasite filed Petitions for Appeal with this Court for the Spectrasite Properties challenging the Board's assessment of the telecommunication towers as real property for purposes of real estate taxation. 3. SBA Towers, Inc. ("SBA") is a telecomraunication tower company, and also owns properties in Cumberland County upon which it placed telecommunication towers (the PT: #178263 vl (3T JR01 !.DOC) "SBA Properties"). The SBA Properties are identified as Parcel Numbers 09-22-0533-001-LL and 41-11-0304-019-LL in the Cumberland County assessment records. 4. On or about March 5, 2004, SBA filed Petitions for Appeal for the SBA Properties with this Court raising the same issues as Spectrasite's appeals. 5. Spectrasite and SBA are represented by the same counsel with respect to the above-referenced real estate tax assessment appeals. 6. On September 18, 2003, Shenandoah Mobile Company and Shenandoah Personal Communications Company (collectively, "Shenandoah"), by and through its attorney, Carl C. Risch, Esquire, filed a Petition for Appeal for its property identified as Parcel Number 25-25-0006-315-LL (the "Shenandoah Property"), raising the same issues as Spectrasite's and SBA's appeals. 7. 8. This Court scheduled Shenandoah's appeal for trial on April 12, 2004. Concurrent with filing this Motion to Continue, Spectrasite, jointly with SBA and Shenandoah, filed a motion to consolidate their appeals, as all of the appeals involve a common issue of law. 9. In the event this Court grants the consolidation, in light of the number of parties having an interest in the outcome of these appeals, Spectrasite, jointly with SBA and Shenandoah, requests that this Court continue the April 12, 2004 trial date to provide the parties adequate time for the exchange of discovery and preparation for trial. 10. Counsel for Spectrasite and SBA has contacted the respective taxing bodies having an interest in these appeals, through their respective solicitors, to discuss a continuance of the April 12, 2004 thai. Upon information and belief, Stephen D. Tiley, solicitor for the Cumberland County Board of Assessment Appeals and Cumberland County, also PT: #178263 vl (3T JR01 !.DOC) 2 attempted to contact each of the solicitors to discuss a continuance of this trial. The respective taxing bodies consent to a continuance as follows: a. Cumberland County and the Cumberland County Board of Assessmem Appeals, through their solicitor, Stephen D. Tiley, Esquire, consented in writing to a continuance. A copy of the written consent is attached hereto as Exhibit "A"; b. Big Spring School District and South Middleton School District, through their solicitor, Philip H. Spare, Esquire, consented in writing to a continuance. A copy of the written consent is attached hereto as Exhibit "B"; c. Southampden Township, through its solicitor, Richard L. Webber, Jr., Esquire, consented in writing to a continuance. A copy of the written consent is attached hereto as Exhibit "C"; d. Shippensburg Area School District, through its solicitor, Jerry A. Weigle, Esquire, consented in writing to a continuance. A copy of the written consent is attached hereto as Exhibit "D". e. Upper Frankford Township, through :its solicitor, Steven Fishman, Esquire, consented in writing to a continuance. A copy of the written consent is attached hereto as Exhibit "E". f. South Middleton Township, East Pennsboro Township, East Pennsboro Area School District and South Newton Township have not yet provided a response with respect to a continuance. PT: #178263 vi (3TJR01 !.DOC) 3 WHEREFORE, Spectrasite Communications, jointly with SBA Towers, Inc. and Shenandoah Mobile Company and Shenandoah Personal Communications Company, respectfully requests that this Honorable Court enter an order continuing the April 12, 2004 trial to a later date. Respectfully s abmitted, ,2004 Dusty F~s)Kirk PA I.D. N'6. 30702 Sharon F. DiPaolo PA I.D. No. 74520 Pepper Hamilton LLP One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 Attorneys for Spectrasite Communications PT: #178263 vi (3TJR01 !.DOC) 4 Of Counsel: ROBERT M. FREY STEPHEN D. TILEY ROBERT G. FREY FREY & TILEY ATTORNEYS-AT-LAW 5 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013-3385 Telephone: (717) 243-5838 Facsimile: (717) 243-6441 MEMORANDUM TO: Sharon F. DiPaolo, Esquire Via email only FROM: Steve Tiley DATE: April 2, 2004 RE: Cell Tower Appeals Dear Sharon: In response to your transmission of March 30th, on behalf of the County and Board, I concur in the motions. I have sent a fax to the counsel for the other taxing bodies asking that they give their concurrence to you as soon as possible. I spoke with Attorney Carl Risch this morning and he continues to concur, so long as trial is not delayed beyond May (I indicated June 15th and he was agreeable to that). Do you plan to file a separate motion for each case? I would think that at least we will need an order entered in each case or that the final order should reference all case numbers. I have not reviewed the procedure. I note that I have never been served with filed copies of the original appeals, giving file numbers. For that reason, I have ~ot yet filed Answers. (Although Answers are not required, I customarily do so.) No need to serve filed copies now. I will go the courthouse and get the file numbers and I will assume that what was filed is identical to the copies I received. Frey & Tiley Sharon F. DiPaolo, Esquire Re: Cell Tower Cases April Z 2004 Page 2 of 2 I am not sure that we need consent, and I am not sure that we can get consent within the timeframe required. Some solicitors will be away. Others will feel the need to consult with their client before making a decision. Your cases were assigned to President Judge Hoffer. About two weeks ago his chambers called to schedule the hearings. I advised that Judge Oler had the Shenandoah case and that there had been some talk of consolidation and CCAP intervention. He asked me to report back to him in a couple of weeks. The Shenandoah case is ~)resently scheduled for pre-trial next Thursday and trial a week from Monday. I believe that Carl Rish and I need to advise Judge Oler that a motion for consolidation is likely. At the same time I believe that I, or Carl Rish and i, should advise Judge Hoffer. I recommend that, after my conversation with Judge Oler, that I deliver to Judge Hoffer a letter indicating where we are, and that I suggest that the Court may want to simply order consolidation on its own motion. We may find that this results in consolidation of the cases before all of the taxing body solicitors have had the opportunity to respond. I am not yet sure who will be attending the tower removal. Sincerely yours, Steve Stephen D. Tiley cc: Carl C. Rich, Esquire Via email only SNELBAKER, BRENNEMAN & SPARE, P. C. Attorneys at Law 44 We~ Main 5u~t Mee.,banicsl~'g, PA 17055 (717) 697-8528 Richard C. Snelbaker Fax No. (717) 69%7681 Keith O. Br~nneman Philip II. Spare FACSIMILE COVER LETTER PLEASE DELIVER THE FOLLOWING PAGES: DATE: April 6, 2004 TO: Sharon F. DiPaolo, Esquire Pepper Hamilton LLP FAX#: (412)454-5005 FROM: Phil Spare NO. OF PAGES INCLUDING COVER LETTER: 1 COMMENTS: Re: Spectrasite Communications and SBA Tower Cases CCP Cumberland County, PA Dear Sharon: .As we discussed this morning, our firm represenis Big Spring School District and South Mickileton School Dish'ict in the above referenced tax assessment appeals. Last evening, both school Boards adopted resolutions approving of thc consolidation oftheso cases with the other similar cases pending in Cumberland County. Please let me know if you require any thing else from mc at this time. Thank you. ~~ Cc: Dr. Patricia B. Sanker, Supcrintendcnt South Middleton School District Dr. William K. Cowden, Superintendent Big Spring School District Stephen D. Tiley, Esquire (717) 243-6441 RECEIVED TIME RP~. 6. I'IFE APR, G. 9:O0flm JERRY A. WEIGLE JOSEPH P. RUANE RICHARD L. WEBBER, JR. Of Counsel THOMAS L. BRIGHT WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law 126 EAST KING STREET SHIPPENSBURG, PENNSYLVANIA 17257-1397 TELEPHONE (717) 532-7388 or (717) 776-4295 FAX (717) 532-5289 weigleassociates(d~ear thlink, net April 2, 2004 VIA FACSIMILE TO (412) 281-0717 AND U.S. MAIL Sharon F. DiPaolo, Esquire PEPPER HAMILTON, LLP 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 RE: 2004 Real Estate Tax Assessment appeals Cumberland County, Pennsylvania Spectrasite Communications Docket Numbers 04-920, 04-921 and 04-922 SBA Towers, Inc. Docket Numbers 04-949 and 04-950 Shenandoah Mobile Company and Shenandoah Personal Communications Company Docket Number' 03-4921 Dear Ms. DiPaolo: I represent Southampton Township, Cumberland County, Permsylvania. I hereby consent to your proposed Motion to Consolidate as well as the Motion to Continue. Thank you for your attention to this matter. Very truly yours, WEIGLE & ASSOCIATES, P.C. Richard L. Webber, Jr., Esquire RLW/paf cc: Stephen D. Tiley, Esquire (via facsimile to 243-6441) Southampton Township Board of Supervisors JERRY A. WEIGLE Of Counsel THOMAS L BRIGHT WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law 126 EAST KING STREET SHIPPENSBURG, pENNSYLVANIA 17257-1397 TELEPHONE (717) 532-7388 or (717) 776-4295 FAX (717) ~2-5289 weiglea,qsociates~earth link.net VIA FACSIMILE TO (412) 281-0717 AND U.S. MAIL Sharon F. DiPaolo, Esquire PEPPER HAMILTON, LLP 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 RE: 2004 Real Estate Tax Assessment appeals Cumberland Coumty, Pennsylvania Spectrasite Conm:nunications Docket Numbers: 04-920, 04-921 and 04-922 SBA Towers, Ira:. Docket Numbers 04-949 and 04-950 Shenandoah Mobile Company and Shenandoah Personal Commtmications Company Docket Number 03-4921 Dear Attorney DiPaolo: On behalf of the Shippensburg Area School District, the District hereby consents to your proposed Motion to Consolidate as well as the Motion to Continue in the above captioned Thank you for your attenti°n to this matter. Very truly yours, ff~je~~GLE & ASSOCIATES' P'C' / ~A. Weigl~, Esquire So~/o~tor for St~ippensburg Area School JAW/pal cc: Stephen D. Tiley, Esquire (via facsimile to 243-6441) Dr. David R. Landis, Superintendent SASD [strict u~/uz/2uu4 i1:27 7172497334 oALZMANN ' HUGHES & IS G. ~ ~, ~-~Q' P'~; ~ A~ S~ ~ ' $~ ~ ' C~TS~ PA 17013 B,u~a~t'~J. Moslol~ L~umzl. po~eI'l~ ANOn,A F. UNO-gm Sharon F. DiPaolo, Esq. Pe~per Hamilton, L.L.P. 50 Floor 500 Orant Street Pittsburgh, PA 15219-2502 April 2 2004 Re: Spectracite Communications Assessment VIA FAX AND Is~ CLASS MAIL Dear Ms. DiPaolo, This office serves as Solicitor to Upper Frankford Township, Cumberland County, Pennsylvania. The Township has authorized us to Concur in the proposed Order of Consolidation as well as the proposed Motion to Continue. Please advise if there is anything further required of the Township at this time. Very truly yours, Solicitor CONCE.N-FRATINO IN ENVIRONIW. ILNTAL, LAND USS CORPORATE, REAL ~$TATE, MUNICIPAL AND ,~STATE ADMINISTRATION LAW RECEIVED TIME APR. Z. 10:~IAM PRINT TIME APR. 2. 10:22aM SHENANDOAH MOBILE: COMPANY and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, Plaintiffs CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 03-4921 CIVIL TERM SPECTRASITE COMMUNICATIONS, Plaintiff CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW CUMBERLAND COUNTY, SOUTH- HAMPDEN TOWNSHIP, and SHIPPENSBURG AREA SCHOOL DISTRICT, Interested Parties NO. 04-922 CIVIL TERMJ ORDER OF COURT AND NOW, this 16th day of April, 2004, upon due consideration of the Motion To Consolidate filed by Spectrasite Communications jointly with SBA Towers, Inc., and Shenandoah Mobile Company and Shenandoah Personal Communications Company, it is hereby ORDERED, ADJUDGED and DECREED that the Motion To Consolidate is hereby GRANTED; and it is further ORDERED that the Prothonotary of Cumberland County shall consolidate the actions docketed at Numbers 03-4921, 04-920, 04-921, 04- 922, 04-949 and 04-050 at Number 03-4921. BY THECOURT, J~/esley Oler, d~, J~. - ' Stephen D. Tiley, Esq. 5 South Hanover Street Carlisle, PA 17013 Cumberland County Board of Assessment Appeals Edward L. Schorpp, Esq. Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Solicitor, Cumberland County Carl Risch, Esq. Ten East High Street Carlisle, PA 17013 Attorney for Shenandoah Mobile Company Dusty Elias Kirk, Esq. Sharon F. DiPaolo, Esq. Pepper Hamilton LLP One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 Attorneys for Spectrasite Communications Jerry A. Weigle, Esq. 126 East King Street Shippensburg, PA 17257 Solicitor, Shippensburg Area School District Richard L. Webber, Jr., Esq. 126 East King Street Shippensburg, PA 17257 Solicitor, Southampden Township SPECTRASITE COMMUNICATiONs, Appellant CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS Appellee CUMBERLAND COUNTy, SOUTHAMPDEN TOWNSHIP and SHIPPENSBURG AREA SCHOOL DISTRICT Interested Parties IN THE COURT OF COMMON PLEAs OF CUMBERLAND COUNTy, PENNSYLVANiA CIVIL DIVISION NO. 2004-922 .. : SHENANDOAH MOBILE COMPANY, ETAL. Plaintiffs, Vo CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALs Defendants, NOW BY CONSOLIDATION : NO. 2003-4921. CIVIL TERM AND NOW' c°mes Cumberland County Board of Assessment Appeals and Count of Cumber/and by Stephen D. Tiley, Esquire, Assistant County Solicitor for tax matters, and i~es this Answer to the Petition for Appea/, of which the following is a statement. 1. Admitted. 2. Admitted. h~wever~he B~ Aar~si~t~e~nedpu~n~e?~ne~;p~a~fT~ 7~ur~s;f~ th~s paragraph are admitted~ 'ghth C/ass County Assessment Law (72 P.S. §5453.301) and not the assessment law applicable to Second Class "A" and Third Class County's as referenced by the Petitioner. 4. Admitted. 5. Admitted. 6. Admitted. 7. Admitted. 8. Admitted. 9. Denied. The averments of this paragraph, and each of its sub-lettered paragraphs are denied as conclusions of law to which no responsive pleading is required. WHEREFORE, Cumberland County Board of Assessment Appeals and County of Cumberland pray Your Honorable Court for an Order denying Petitioner's appeal and fixing the value of the real estate in such amount as to the Court may seem proper. Dated: x¢ ~/~o,~,J/ Respectfully submitted, By ~~'c. ~7~- 7~ ~/ Stephen D. 'l<iley, Esquire Assistant Cumb. Cty. Solicitor For Tax Matters 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 tree 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 [his Verification. I understand that false statements herein are made and subject to the penalties of 18 Pa. C.S. §4904 relating to unsworn falsification to authorities. onnie M. Mah~ney, Chief Assegsor CERTIFICATE OF SERVICE I hereby certify that I served a true and correct copy of the: foregoing Answer by placing a certified true and correct copy of the same in the United States mail, postage pre-paid, addressed to: Carl C. Risch, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Counsel for Appellant 10 East High Street Carlisle, PA 17013 Dusty Elias Kirk, Esquire PEPPER HAMILTON LLP Counsel for Appellant 50th Floor, One Mellon Center 500 (kant Street Pittsburgh, PA 15219-2502 Date; Stel~hen f). Tiley, Esquire Assistant Cumb. Co. Solicitor For Tax Matters 5 S. Hanover Street Carlisle, PA 17013 (717) 243-5838 Attorney I.D.#32318 SPECTRASITE COMMUNICATIONS, Appellant V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, SOUTH MIDDLETON TOWNSHIP and SOUTH MIDDLETON SCHOOL DISTRICT, Interested Parties SPECTRASITE COMMUNICATIONS, Appellant V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, UPPER FRANKFORD TOWNSHIP and BIG SPRING SCHOOL DISTRICT, Interested Parties IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION NO. 2004-920 CIVIL TERM PETITION FOR APPEAL IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION NO. 2004-921 CIVIL TERM PETITION FOR APPEAL SPECTRASITE COMMUNICATIONS, Appellant V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, SOUTHAMPDEN TOWNSHIP and SHIPPENSBURG AREA SCHOOL DISTRICT, SBA TOWERS, CUMBERLAND ASSESSMENT : CUMBERLAND COUNTY, : CIVIL DIVISION : ~q~. 2004-922 CIVIL TERM IN THE COURT OF COMMON PLEAS OF PENNSYLVANIA Interested Parties : PETITION FOR APPEAL INC., : IN THE COURT OF COMMON PLEAS OF Appellant : CUMBERLAND COUNTY, PENNSYLVANIA V COUNTY BOARD OF APPEALS, Appellee V CUMBERLAND COUNTY, EAST PENNSBORO TOWNSHIP and EAST PENNSBORO SCHOOL DISTRICT, Interested Parties : CIVIL DIVISION : NO. 2004-950 CIVIL TERM PETITION FOR APPEAL ~,~l',d~O~!Oi-~O~ EHI .90 SBA TOWERS, INC., Appellant V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, SOUTH NEWTON TOWNSHIP and BIG SPRING SCHOOL DISTRICT, Interested Parties IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION NO. 2004-949 CIVIL TERM PETITION FOR APPEAL SHENANDOAH MOBILE COMPANY, and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION LAW NO. 03-4921 CIVIL TERM : :REAL ESTATE TAX ASSESSMENT APPEAL IN RE: PRE-HEARING CONFERENCE A pre-hearing conference .in the above-captioned cases was held in the chambers of Judge Oler on Wednesday, June 9, 2004. In the case of Spectrasite Co~nunications versus Cumberland County Board of Assessment Appeals versus Cumberland County, South Middleton Township and South Middleton School District, at No. 2004-920 Civil Term, Appellant, Spectrasite Communications, was represented by Dusty Elias Kirk, Esquire, and Sharon F. DiPaolo, Esquire; Appellee, Cumberland County Board of Assessment Appeals, was represented by Stephen D. Tiley, Esquire; Interested Party Cumberland County was represented by Stephen D. Tiley, Esquire; Interested Party South Middleton School District was represented by Philip H. Spare, Esquire, and Interested Party South Middleton Township was unrepresented. In the case of Spectrasite Communications versus Cumberland County Board of Assessment Appeals versus Cumberland County, Upper Frankford Township and Big Spring School District at No. 2004-921 Civil Term, present on behalf of Appellant, Spectrasite Communications, were Dusty Elias Kirk, Esquire, and Sharon F. DiPaolo, Esquire. Appellee, Cumberland County Board of Assessment Appeals, was represented by Stephen D. Tiley, Esquire; Interested Party Cumberland County was represented by Stephen D. Tiley, Esquire; Interested Party Big Spring School District was represented by Philip H. Spare, Esquire; and Interested Party Upper Frankford Township was not represented. In the case of Spectrasite Communications, Appellant, versus Cumberland County Board of Assessment Appeals versus Cumberland County, South Hampden Township and Shippensburg Area School District at No. 2004-922 Civil Term, Appellant, Spectrasite Communications, was represented by Dusty Elias Kirk, Esquire, and Sharon F. DiPaolo, Esquire; Appellee, Cumberland County Board of Assessment Appeals, was represented by Stephen D. Tiley, Esquire; Interested Party Cumberla~d County was represented by Stephen D. Tiley, Esquire; and Interested Parties South Hampden Township and Shippensburg Area School District were not represented. In the case of SBA Towers, Inc., Appellant, versus Cumberland County Board of Assessment Appeals versus Cumberland County, East Pennsboro Township and East Pennsboro School District at No. 2004-950 Civil Ter~, Appellant, SBA Towers, Inc., was represented by Dusty Elias Kirk, Esquire, and Sharon F. DiPaolo, Esquire; Appellee, Cumberland County Board of Assessment Appeals, was represented by Stephen D. Tiley, Esquire; Interested Party Cumberland County was represented by Stephen D. Tiley, Esquire; and Interested Parties East Pennsboro Township and East Pennsboro School District were not represented. In the case of SBA Towers, Inc., versus Cumberland County Board of Assessment Appeals versus Interested Parties Cumberland County, South Newton Township and Big Spring School District at No. 2004-949 Civil Term, Appellant, SBA Towers, Inc., was represented by Dusty Elias Kirk, Esquire, and Sharon F. DiPaolo, Esquire; Appellee, Cumberland County Board of Assessment Appeals, was represented by Stephen D. Tiley, Esquire; Interested Party Cumberland County was represented by Stephen D. Tiley, Esquire; Interested Party Big Spring School District was represented by Philip H. Spare, Esquire, ~nd Interested Party South Newton Township was not represented. In the case of Shenandoah Mobile Company and Shenandoah Personal Communications Company, Appellants, versus Cumberland County Board of Assessment Appeals at No. 03-4921 Civil Term, Appellants were represented by Carl C. and Appellee was represented by Stephen D. Tiley, Risch, Esquire, Esquire. Robert L. Knupp, amicus curiae, Association. It is noted further that in all of these cases Esquire, was present in the capacity of an on behalf of the Pennsylvania County Commissioners This case involves tax assessment appeals with a common issue: Whether telecommunication towers are realty or personalty for purposes of Pennsylvania real estate taxation. Counsel have indicated that they believe they will be able to stipulate as to the value of the improvements in question so that that valuation will not be an issue for the Court. Counsel have all agreed that the aforesaid issue regarding realty/personalty is the only issue being pursued for a disposition by the Court in these cases. By separate Order of Court, the hearing in these cases, which have been consolidated at Number 03-4921 Civil Term, will be held on Thursday, June 24, 2004, commencing at 9:30 a.m., and Monday, June 28, 2004, commencing at 9:30 a.m. not appear amicably. With respect to settlement negotiations, it does to the Court that these cases will be resolved By the Court, ,~.//W~sley Oi~r, ~Irl ,a ~rl C. Risch, Esquire 10 East High Street Carlisle, PA 17013 For Shenandoah , ~?ty Elias Kirk, Esquire Sharon F. DiPaolo, Esquire Pepper Hamilton, LLP One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 For Spectrasite Communications ~/~6Lert L. Knupp, Esquire 407 North Front Street Box 11848 Harrisburg, PA 17108-1848 and SBA Towers, Inc. For County Commissioners Association of Pennsylvania /~tephen D. Tiley, Esquire 5 South Hanover Street Carlisle, PA 17013 For Cumberland County Board of Assessment Appeals ~hilip H. Spare, Esquire ~44 West Main Street P.O. Box 318 Mechanicsburg, PA 17055 For Big Spring and South Middleton School Districts :mae SPECTRASITE COM/~UNICATIONS, Appellant V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, SOUTH MIDDLETON TOWNSHIP and SOUTH MIDDLETON SCHOOL DISTRICT, Interested Parties SPECTRASITE COMMUNICATIONS, Appellant V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, UPPER FRANKFORD TOWNSHIP and BIG SPRING SCHOOL DISTRICT, Interested Parties :IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION NO. 2004-920 CIVIL TERM PETITION FOR APPEAL IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION NO. 2004-921 CIVIL TERM PETITION FOR APPEAL SPECTRASITE COMMUNICATIONS, Appellant CUMBERLAND ASSESSMENT V COUNTY BOARD OF APPEALS, Appellee V CUMBERLAND COUNTY, SOUTHAMPDEN TOWNSHIP and SHIPPENSBURG AREA SCHOOL DISTRICT, Interested Parties IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION : ~/O. 2004-922 CIVIL TERM : PETITION FOR APPEAL SBA TOWERS, INC., Appellant V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, EAST PENNSBORO TOWNSHIP and EAST PENNSBORO SCHOOL DISTRICT, Interested Parties IN THE. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL DIVISION NO. 2004-950 CIVIL TERM PETITION FOR APPEAL SBA TOWERS, INC., Appellant V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, SOUTH NEWTON TOWNSHIP and BIG SPRING SCHOOL DISTRICT, Interested Parties IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ]DIVISION NO. 2004-949 CIVIL TERM PETITION FOR APPEAL SHENANDOAH MOBILE COMPANY, and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 03.-4921 CIVIL TERM : :REAL ESTATE TAX ASSESSMENT APPEAL IN RE: NONJURY TRIAL ORDER OF COURT AND NOW, this 24th day of June, 2004, upon consideration of the tax assessment appeals in the above-captioned cases, and following an initial day of hearing, the record shall remain open, and it is noted that a second full day of hearing is scheduled for Monday, June 28, 2004, commencing at 9:30 a.m. It is noted further that at the time of adjournment on today's date Patrick Doyle was being subjected to cross examination by Stephen D. Tiley, Esquire, counsel for the Cumberland County Board of Assessment Appeals. It is noted further that at the time of adjournment Cumberland County Board of Assessment Appeals Exhibit 1 had been identified and admitted and Taxpayer's Exhibit 2 (sub items 1 through 34, 36 through 37, and 41l) had been identified and admitted as had Taxpayer's Exhibits 35, 53, and 3. By the Court, Carl C. Risch, Esquire 10 East High Street Carlisle, PA 17013 For Shenandoah Dusty Elias Kirk, Esquire Sharon F. DiPaolo, Esquire Pepper Hamilton, LL? One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 For Spectrasite Communications and SBA Towers, Mark A. Mateya, Esquire 407 North Front Street Box 11848 Harrisburg, PA 17108-1848 For County Commissioners Association of Pennsylvania Stephen D. Tiley, Esquire 5 South Hanover Street Carlisle, PA 17013 For Cumberland County Board of Assessment Appeals Philip H. Spare, Esquire 44 West Main Street P.O. Box 318 Mechanicsburg, PA 17055 For Big Spring and South Middleton School Districts :mae SPECTRASITE cOMMUNICATIONS, Appellant V CUMBERLAND cOUNTY BOARD OF ASSESSMENT APPEALS, Appellee IN THE cOURT OF cOMMON PLEAS OF CUMBERLAND cOUNTY, PENNSYLVANIA CUMBERLAND COUNTY, SOUTH MIDDLETON TOWNSHIP and SOUTH MIDDLETON SCHOOL DISTRICT, CIVIL DIVISION v : NO. 2004-920 CIVIL TERM Interested Parties : PETITION FOR APPEAL SPECTRASITE COMMUNICATIONS, : IN THE cOURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA Appellant V CUMBERLAND COUNTY BOARD OF : ASSESSMENT APPEALS, Appellee V CIVIL [DIVISION NO. 2004-921 CIVIL TERM Appellant CUMBERLAND ASSESSMENT V COUNTY BOARD OF APPEALS, Appellee V CUMBERLAND cOUNTY, SOUTHAMPDEN TOWNSHIP and SHIPPENSBURG AREA SCHOOL DISTRICT, : CUMBERLAND cOUNTY, PENNSYLVANIA : CIVIL DIVISION ::/NO. 2004-922 CIVIL TERM : : : : PETITION FOR APPEAL SBA TOWERS, V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND COUNTY, EAST : PENNSBORO TOWNSHIP and EAST : PENNSBORO SCHOOL DISTRICT, : Interested Parties : Interested Parties : ******************************* INC., : IN THE cOURT OF COMMON PLEAS OF Appellant CUMBERLAND cOUNTY, PENNSYLVANIA CIVIL DIVISION NO. ~.004-950 CIVIL TERM PETITION FOR APPEAL CUMBERLAND cOUNTY, uPPER : FRANKFORD TOWNSHIP and BIG : SPRING SCHOOL DISTRICT, : Interested Parties : PETITION FOR APPEAL SPECTRASITE COMMUNICATIONS, : IN THE COURT OF COMMON PLEAS OF SBA TOWERS, INC., Appellant V CUMBERLAND cOUNTY BOARD OF ASSESSMENT APPEALS, Appellee V CUMBERLAND cOUNTY, sOUTH NEWTON TOWNSHIP and BIG SPRING SCHOOL DISTRICT, IN THE COURT OF COMMON PLEAS OF CUMBERLAND cOUNTY, PENNSYLVANIA : CIVIL DIVISION : NO. 2004-949 CIVIL TERM interested Parties : PETITION FOR APPEAL ********************************* SHENANDOAH MOBILE COMPANY, : IN THE COURT OF cOMMON PLEAS OF and SHENANDOAH PERSONAL cOMMUNICATIONS COMPANY, V CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee CUMBERLAND cOUNTY, PENNSYLVANIA CIVIL ACTION - LAW NO. 03--4921 CIVIL TERM iREAL ESTATE TAX ASSESSMENT APPEAL IN RE: TAX ASSESSMENT APPEALS ORDER OF COURT AND NOW, this 28th day of June, 2004, upon consideration of the tax assessment appeals in the above-captioned cases, and following a second day of hearing, record is declared closed, and the matter is taken under the advisement. It is noted that at the time of completion of the record, in addition to the exhibits whioh were referred to in the Order of Court dated June 24, 2004, the following exhibits had been identified and admitted: Cumberland County Board of Assessment Appeals Exhibit 2, Taxpayers' Exhibit 1, Taxpayers' Exhibit 4, Taxpayers' Exhibit 5, Taxpayers' Exhibit 6, Taxpayers' Exhibit 7, Taxpayers' Exhibit 8, TaxpayerS' Exhibit 9, Taxpayers' Exhibit 10, Taxpayers' Exhibit 11, Taxpayers' Exhibit 12, Taxpayers' Exhibit 13, and Cumberland County Board of Assessment Appeals Exhibit 3. Pursuant to a request of counsel, counsel are afforded a period of 30 days from today'S date within which to submit briefs to the Court on the issues which they perceive to exist in these cases. By the Court, anrl C. Risch, Esquire 10 East High Street Carlisle, PA 17013 For Shenandoah Dusty Elias Kirk, Esquire Sharon F. DiPaolo, Esquire Pepper Hamilton, LLP One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 For Spectrasite Communications and SBA Towers, Inc. Mark A. Mateya, Esquire P.O. Box 127 Boiling Springs, PA 17007 For County Commissioners Association of Pennsylvania Stephen D. Tiley, Esquire 5 South Hanover Street Carlisle, PA 17013 For Cumberland county Board of Assessment Appeals Philip H. Spare, Esquire 44 West Main Street P.O. Box 318 Mechanicsburg, PA 17055 For Big Spring and South Middleton School Districts :mae SHENANDOAH MOBILE : COMPANY, and : SHENANDOAH PERSONAL : COMMUNICATIONS : COMPANY, : Plaintiffs : : CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant SPECTRASITE COMMUNICATIONS, Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTy, PENNSYLVANIA CIVIL ACTION--LAW NO. 03-4921 CIVIL TERM : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTy, PENNSYLVANIA CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant CUMBERLAND COUNTy, SOUTH MIDDLETON TOWNSHIP, and SOUTH MIDDLETON SCHOOL DISTRICT, Interested Parties SPECTRASITE COMMUNICATIONS, Plaintiff CIVIL ACTION--LAW NO. 04-920 CIVIL TERM : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant CUM]SERLAND COUNTy, UPPER FRANKFORD TOWNSHIP, and BIG SPRING SCHOOL DISTRICT, Interested Parties SPECTRASITE COM~ICATIONS' Plaintiff CUMBERLAND COUNTy BOARD OF ASSESSMENT APPEALs, Defendant CUMBERLAND COUNTy, S OUTHAMPDEN TOWNSHiP, and SHIPPENSBURG AREA SCHOOL D/STRICT, Interested Parties SBA TOWERs, INC., Plaintiff CUMBERLAND COUNTy CIVIL ACTION---LAW NO. 04-921 CIVIL, TERM : : : : : : : : : : : : : : : : : 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTy, PENNSYLVANIA CIVIL ACTION--LAW NO. 04-922 CIVIL TERN/ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTy, PENNSYLVANIA BOARD OF ASSESSMENT APPEALS, Defendant CUMBERLAND COUNTY, : SOUTH NEWTON TOWNSHIP, and BIG SPRING SCHOOL DISTRICT, : Interested Parties : SBA TOWERS, INC., Plaintiff CUMBERLAND COUNTy BOARD OF ASSESSMENT APPEALS, Defendant CUMBERLAND COUNTy, EAST PENNSBORO : TOWNSHIP, and EAST : PENNSBORO SCHOOL DISTR/CT, : Interested Parties : : CIVIL ACTION---LAW NO. 04~949 CIV/L TERM IN THE COURT OF COMMON PLEAS OF : CUMBERLAND : COUNTy, PENNSYLVANIA 2 CIVIL ACTION--LAW IN RE: TAX ASSESSMENT APPEALS BEFORE OLER, J. ORDER OF COURT AND NOW, this 15th day of September, 2004, after careful consideration of the tax assessment appeals filed herein, following a hearing, and for the reasons stated in the accompanying opinion, it is ordered as follows: With respect to parcel number 25-25-0006-351 LL: NO. 04-950 CIVIL TERM THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by Shenandoah Mobile Company, situated in New Cumberland Borough, Cumberland County, Pennsylvania, is fixed at $95,000.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BEING A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which ,assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid Parcel is fixed at $95,000.00 as of January 1, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to parcel number 43-06.0031-012 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by Spectrasite Communications, situated in Upper Frankford Township, Cumber/and County, Pennsylvania, is fixed at $142,000.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BEING A DIFFERENCE of Jess than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid Parcel is fixed at $142,000.00 as of January 1, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to parcel number 39-12-0324-004 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by Spectrasite Communications, situated in Southampton Township, Cumberland County, Pennsylvania, is fixed at $136,530.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BEING A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $136,530.00 as of January 1, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to parcel number 40-10-0632-016 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by Spectrasite Communications, situated in South Middleton Township, Cumberland County, Pennsylvani,% is fixed at $136,530.00. THE PERTINENT COMMON LEVEL RATIO l~)r Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BEING A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid Parcel is fixed at $136,530.00 as of January 1, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to parcel number 09-22-0533-001 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by SBA Towers, Inc., situated in East Pennsboro Township, Cumberland County, Pennsylvania, is fixed at $70,000.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BEING A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $70,000.00 as of January I, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to Parcel number 41-11-0304-019 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by SBA Towers, Inc., situated in South Newton Township, Cumberland County, Pennsylvania, is fixed at $100,000.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 9~.4 percent. The predetermined ratio is I00 percent. THERE BEING A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $I00,000.00 as of January 1, 2004, for county and municipal taxes, and Suly i, 2004, for school real estate taxes. BY THE COURT, C'/C~I C. Risch, Esq. 10 East High Street Car/isle, PA ~70~3 Attorney for Shenandoah Mobile Company and ~henandoah Personal Communications Company Sharon F. DiPaolo, Esq. Pepper Hamilton, LLP One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219 Attorneys for Spectrasite Communications and SBA Towers, Inc. Oq.t9 ~ark A. Mateya, Esq. 407 North Front Street Box 11848 Harrisburg, PA 17108 Attorney for County Commissioners Association of Pennsylvania Stephen D. Tiley, Esq. 5 South Hanover Street Carlisle, PA 17013 Attorney for Cumberland County Board of Assessment Appeals ~hilip H. Spare, Esq. 44 West Main Street P.O. Box 318 Mechanicsburg, PA 17055 Attorney for Big Spring and South Middleton School Districts SHENANDOAH MOBILE COMPANY, and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, Plaintiffs CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant IN THE COURT OF COMMON PLEAS OF : CUMBERLAND : COUNTy, PENNSYLVANIA CIVIL ACTION--LAW NO. 03-4921 CIVIL TERM SPECTRASITE COMMUNICATIONS, Plaintiff : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTy, PENNSYLVANIA CUMBERLAND COUNTy BOARD OF ASSESSMENT APPEALS, Defendant CUMBERLAND COUNTy, SOUTH MIDDLETON TOWNSHIP, and SOUTH MIDDLETON SCHOOL DISTRICT, Interested Parties : : : : : CIVIL ACTION--LAW : : : : : : NO. 04-920 CIVIL TERM SPECTRASITE COMMUNICATIONS, Plaintiff : : : : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant CUMBERLAND COUNTy, UPPER FRANKFORD TOWNSHIP, and BIG SPRING SCHOOL DISTRICT, Interested Parties CIVIL ACTION--LAW NO. 04-921 CIVIl, TERM SPECTRASITE COMMUNICATIONS, Plaintiff CUMBERLAND COUNTy BOARD OF ASSESSMENT APPEALS, Defendant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTy, PENNSYLVANIA CUMBERLAND COUNTy, SOUTHAM~DEN TOWNSHIP, and SHIPPENSBURG AREA SCHOOL DISTRICT, Interested Parties CIVIL ACTION--LAW NO. 04-922 CIVIL TERM SBA TOWERS, INC., Plaintiff IN THE COURT OF COMMON PLEAS OF : CUMBERLAND : COUNTY, PENNSYLVANIA CUMBERLAND COUNTy BOARD OF ASSESSMENT APPEALS, Defendant CUMBERLAND COUNTY, SOUTH NEWTON TOWNSHIP,: and BIG SPRING SCHOOL D/STRICT, : : Interested Parties : SBA TOWERS, INC., Plaintiff CUMBERLAND COUNTy BOARD OF ASSESSMENT APPEALS, Defendant CIVIL ACT/ON---LAW NO. 04-949 CIVIL TERM IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTy, PENNSYLVANIA CUMBERLAND COUNTy, EAST PENNSBORO TOWNSHIP, and EAST PENNSBORO SCHOOL DISTRICT, Interested Parties CIVIL ACTION--LAW NO. 04-950 CIVIL TERM IN RE: TAX ASSESSMENT APPEALS BEFORE OLER, J. OPINION and ORDER OF COURT OLER, J., September 15, 2004. In these six cases, which have been consolidated by agreement of counsel because ora common question of law, Plaintiffs are appealing fi.om real estate tax assessments by Defendant of Plaintiffs' telecommunication tower facilities.~ At issue on the appeals is the correctness of Defendant's underlying classification of Plaintiffs' telecommunication towers as realty as opposed to personalty for real estate tax purposes? The procedural history of the cases may be summarized as follows. On September 18, 2003, Plaintiffs Shenandoah Mobile Company and Shenandoah Personal Communications Company filed a petition for appeal from Defendant's tax assessment of their telecommunication towers.3 Defendant flied an answer to Plaintiffs' petition on October 2, 2003,4 and the case was listed for trial on January 7, 2004.5 On March 4, 2004, Pla/ntiff Spectrasite Communications filed three petitions for appeal, each listing the Cumberland County Board of Assessment Appeals as Defendant, as well as Cumberland County and the local townships and school districts in which the towers were located as interested parties.6 On March 5, 2004, Plaintiff SBA Towers filed two petitions for appeal, each listing the Cumberland County Board of Assessment Appeals I The following cases have been consolidated at Number 03-4921 Civil Term: Numbers 03-492~ Civil Term, 04-920 Civil Term, 04-921 Civil Term, 04-922 Civil Term, 04-949 Civil Term, and 04-950 Civil Term. See Order of Ct., Apr. 16, 2004. 2 See Pet. of Appeal from Determination of Real Estate Tax Assessment, filed Sept. 18, 2003 (hereinafter Shenandoah's Pet. of Appeal); Pet. for Appeal, filed Mar. 4, 2004 (hereinafter Spectrasite/South Middleton Township Pet. for Appeal); Pet. for Appeal, filed Mar. 4, 2004 (hereinafter Spectrasite/Upper ~Frankford Township Pet. for Appeal. Pet. ~pectrasite/SouthampdenTownshinPet ,,)'a .... ,,.~r. ~App, eal, filed Mar. 4, 2004 - ~_ f . for ,~pp,Ul], vet. tot Anneal fi~^-~ ~ - . _ (here~nafr~ ~Towers~outh Newton Township Pet. for Appeal): Pet. for Appeal, flied Mar. 5, 2004 (hereinafter SBA lOwers/east Pennsboro Township Pet. for Appeal)j ,f , ~,u tv~ar. >, 2004 (hereinafter SBA ] Shenandoah's Pet. of Appeal. 4 Answer, filed Oct. 2, 2003 (hereinafter DeE's Answer to Shenandoah's Pet.). s Praecipe for Listing Case for Trial, filed Jan. 7, 2004. 6 See Spectrasite/South Middleton Township Pet. for Appeal (listing Cumberland County, South Middleton Township and South Middleton School District as interested parties); Spectrasite/Upper Frankford Township Pet. for Appeal (listing Cumberland County, Upper Frankford Township, and Big Spring School District as interested parties); Cumberland County, Southampden Township, and Shippensburg Area School District as interested parties). Spectrasite/Southampden Township Pet. for Appeal (listing 4 as Defendant, as well as Cumberland County and the local townships and school districts in which the towers were located as interested parties.7 On April 13, 2004, Plaintiff Spectrasite Communications filed a motion to consolidate the six cases pending against Defendant.8 On April 16, 2004, pursuant to an agreement of counsel, the court ordered the cases consolidated, with filings to be made at Number 03-492~ Civil Term.9 A pre-hearing conference was held on June 9, 2004,~° and a two-day hearing was conducted on June 24, 2004, and June 28, 2004.TM For the reasons stated in this opinion, Defendant's treatment of Plaintiffs' telecommunication towers as realty for purposes of the county's tax on real property will be sustained. STATEMENT OF FACTS Plaintiffs are Shenandoah Mobile Company, Shenandoah Personal Communications Company, Spectrasite Communications, and SBA Towers, Inc.~2 Shenandoah, Spectrasite, and SBA Towers are all telecommunication tower companies which own towers throughout Pennsylvania. 13 Spectrasite and SBA Towers are also part of an industry group, along with Crown Communications and American Tower Company, which is cooperating in the coordination of real estate tax assessment appeals.~4 Defendant is the Cumberland County Board of' Assessment Appeals. Z5 The ? See SBA Towers/South Newton Township Pet. for Appeal (listing Cumberland County, South Newton Township, and Big Spring School District as interested parties); SBA Towers/East Pennsboro Township Pet. for Appeal (listing Cumberland County, East Pennsboro Township, and East Pennsboro School District as interested parties). s Mot. to Consolidate, flied Apr. 13, 2004 (hereinafter Spectrasite's Mot. To Consolidate). 9 Order of Ct., Apr. 16, 2004. l0 In Re: Pre-Hearing Conference, June 9, 2004. ~ Notes of Testimony 2, Hr'g., June 24, 2004, and June 28, 2004 (hereinafter N.T. ~). ~2 N.T. 1-2. Stipulations of Fact ¶ ,Pls. Ex. 13, Hr g., June 24, 2004, and June 28, 2004 (hereinafter Stipulations of Fact ¶~). St~pulations of Fact ¶3. Interested Parties of record are Cumberland County, South Middleton Township, Upper Frankford Township, Southampden Township, East Pennsboro Township, South Newton Township, South Middleton School District, Big Spring School District, Shippensburg Area School District, and East Peunsboro School District.~6 For the sake of clarity, the word "tower" will be used when referencing the actual telecommunication towers, and the term "tower facility" will be used when referencing the tower, fence, concrete foundation and equipment building on each site. With respect to the types of towers, a monopole tower will be defined as a self-supporting, tubular tower which ranges 50-200 feet in height? A lattice ~Iower will be defined as a self- supporting, three- or four-legged tower which is widest at the bottom and tapers as it rises? Lattice towers can reach heights of up to 1,000 feet? Finally, it should be noted that Plaintiffs' lease the underlying land on which their tower facilities are located.2° The assessments at issue in these cases were made only on Plaintiffs' tower facilities; assessments on the leased land were separately issued to the landowners.2! These cases involve six telecommunication towers located in Cumberland County (identified as Towers "A-F").22 Tower "A," parcel nnmber 25-25-0006-351 LL, is owned by Shenandoah Mobile Company.23 It is a 70-foot monopole tower located at 102 Market Street, New Cumberland Borough, Cumberland County, Pennsylvania? The lease for Tower "A's" facility commenced on August 23, 1999, and is a five-year lease, which will automatically be renewed, unless terminated by the tower company, through is N.T. 1-2. ~6 N.T. 1-2. 17 Stipulations of Fact ¶4. is Stipulations of Fact 94. ~9 Stipulations of Fact ¶4. 20 Stipulations of Fact 910. 2~ Stipulations of Fact ¶12. 22 Stipulations of Fact 9¶5, 7. 2~ Stipulations of Fact 97. 24 Stipulations of Fact ¶7. four more five-year periods.2S The original assessment issued for the improvements at Tower "A's" facility specified an assessed value of $202,860.00, which was modified by the Board of Assessment Appeals to $95,000.00.26 Tower "B," Parcel number 43-06-0031-012 LL, is owned by Spectrasite C°mmunications.27 It is a 150-foot lattice tower located at 200 Center Road, Upper Frankford Township, Cumberland County, Pennsylvania? The lease for Tower "B's" facility commenced on June 3, 1998, and is a four-year lease, which will automatically be renewed, unless terminated by the tower company, through four more five-year periods? The original assessment issued for the improvements at Tower "B's" facility specified an assessed value of $217,560.00, which was modified by the Board of Assessment Appeals to $~42,000.00.30 Tower "C," parcel number 39-12-0324.004 LL, is owned by Spectrasite C°mmtmications.3~ It is a 180-foot lattice tower located at 44 Kline Road, Southampton Township, Cumberland County, Pennsylvania.32 The lease for Tower "C's" facility commenced on March 6, 1998, and is a five-year lease, which will automatically be renewed, unless terminated by the tower company, through five more five-year periods.33 The original assessment issued for the improvements at Tower "C's" facility specified an assessed value of $244,860.00, which was modified by the Board of Assessment Appeals to $136,530.00.34 25 Stipulations of Fact ¶11. 26 Stipulations of Fact 913. 27 Stipulations of Fact ¶7. 2s Stipulations of Fact 97. 29 Stipulations of Fact 911. 30 Stipulations of Fact ~[13. 3~ Stipulations of Fact 97. 32 Stipulations of Fact 97. Stipulations of Fact 911. Stipulations of Fact 913. Tower "D," parcel number 40-10-0632-016 LL, is owned by Spectrasite Communications? It is a 160-foot lattice tower located at 1500 Holly Pike, South Middleton Township, Cumberland County, Pennsylvania? The lease for Tower "D's" facility commenced on August 22, 1998, and is a five-year lease, which will automatically be renewed, unless terminated by the tower company, through four more five-year periods? The original assessment issued for tile improvements at Tower "D's" facility specified an assessed value of $221,060.00, which was modified by the Board of Assessment Appeals to $136,530.007 Tower "E," parcel number 09-22-0533-001 LL, is owned by SBA Towers? It is a 120-foot monopole tower located at 4404 Industrial Park Road, East Pennsboro Township, Cumberland County, Pennsylvania? The lease for Tower "E's" facility commenced on January 1, 2001, and is a five-year lease, which will automatically be renewed, unless terminated by the tower company, through four more five-year periods and one period of four years and eleven months? The original assessment issued for the improvements at Tower "E's" facility specified an assessed value of $244,860.00, which was modified by the Board of Assessment Appeals to $70,(100.00.42 Tower "F," parcel number 41-11-0304-019 LL, is owned by SBA Towersfi3 It is a 195-foot lattice tower located at 212 Hammond Road, South Newton Township, Cumberland County, Pennsylvania? The lease for Tower "F's" facility commenced on November 21, 1997, and is a five-year lease, which will automatically be renewed, unless 35 Stipulations of Fact ¶7. 36 Stipulations of Fact ¶7. 37 Stipulations of Fact ¶11. 3, Stipulations of Fact ¶13. 39 Stipulations of Fact ¶7. 40 Stipulations of Fact ¶7. 4~ Stipulations of Fact ¶11. 42 Stipulations of Fact ¶13. 43 Stipulations of Fact ¶7. 44 Stipulations of Fact ¶7. terminated by the tower company, through four more five-year periods and one period of four years and eleven months.4S The original assessment issued for the improvements at Tower "F's" facility specified an assessed value of $244,860.00, which was modified by the Board of Assessment Appeals to $100,000.00.46 Cumberland County is a fourth class COUllty.47 The predetermined assessment ratio for real estate in Cumberland County is 100 percent.48 The above assessment values which were determined by the Cumberland County Board of Assessment Appeals represent the fair market value of each of the tower facilities.49 The common level ratio, which is set at 95.4 percent for Cumberland County, is not implicated as a factor in these cases because it does not vary by more than 15 percent from the predetermined ratio. SO Much of the testimony at the hearing focused on the question of whether Plaintiffs' towers were, or were at least intended to be, permanent fixtures at the tower facilities. This testimony included explanations about the erection and disassembly of telecommunication towers, reasons for removing or replacing towers, and general trends in the tower industry pertaining to the erection and removal of towers. The process of erecting a tower begins with the submission of bids? The bid forms are broken down by the tasks which need to be perfi>rmed. S2 These tasks include, but are not limited to, foundation work, tower erection, electrical work, fencing, and landscaping? Al[er bids have been submitted and jobs awarded, preparation of the tower facility site begins, including erecting a fence, clearing the trees and vegetation, 4s Stipulations of Fact ¶11. 46 Stipulations of Fact ¶13. 47 See Act of Aug. 9, 1955, P.L. 323, §210, as amended 16 P.S. §210. 48 Stzpulations of Fact ¶15. 49 Stipulations of Fact ¶I 5. 50 Stipulations of Fact ¶15. 5t N.T. 146. 52 See Pls.' Ex. 3, Hr'g, June 24, 2004 and June 28, 2004 (hereinafter Pls.'/Def.'s Ex. _~; Pis.' Ex. 5; Pis.' Ex. 6. 5a N.T. 145-48; Pis.' Ex. 3; Pls.' Ex. 5; Pis.' Ex. 6. 9 grading, stoning, and matting? Sometimes it is also necessary to have an access road constructed from the highway or roadway to the tower lhcility site? The first step in the actual erection of either a monopole or a lattice tower is the laying of the concrete mat and pier foundation.56 Leonard Greisz, a Director of Internal Controls Compliance with Shenandoah, and Patrick Doyle, an employee of Crown Castle, testified as to this procedure? Their testimony was corroborated by Patrick O'ReiIIy, a Director of Field Operations for Spectrasite, and Andrew Getsy, a Field Operations Manager for SBA? First, engineers conduct a geotechnical analysis to determine whether they will be drilling in soft dirt, hard dirt, or bedrock? The softer or looser the ground is, the deeper the concrete foundation must be.6° After the needed depth of the foundation is determined, the ground is drilled, and rebar cages are placed in the ground? Bolts are then placed inside the rebar cages, and the cement is poured.62 Additionally, Mr. O'Reilly testified that instead of a mat and pier foundation, lattice towers may have a straight caisson under each leg of the tower.63 A straight caisson is simply an individual concrete foundation under each leg of the tower which is about eight feet in diameter, and anywhere from twenty to thirty feet deep? Otherwise, a straight caisson is created in the same manner as the mat and pier foundation. 65 54 N.T. 146-47. 5~ N.T. 147. 56 N.T. 140. 57 N.T. 27-28, 99. 58 N.T. 204-05, 221. 59 N.T. 48. 6o N.T. 48. 6~ N.T. 140. 62 N.T. 140. 63 N.T. 213. 64 N.T. 213. 65 See N.T. 213. I0 Mr. Greisz and Mr. Doyle next testified about the erection of towers. While the cement is curing, the next stage of erecting the tower proceeds? Usually workers will begin constructing the individual sections of the tower during this time.67 After the cement has cured, a crane lifts the first section of the tower over the bolts and onto the mat and pier foundation? A lock washer is then placed over the bolts, and, finally, a large nut is used to securely fasten the tower to its fotmdation.69 After the first segment of the tower has been securely fastened to its foundation, the remaining segments of the tower are moved into place by crane and attached to the previous segments of the tower until the entire tower has been erected.TM After the tower has been erected, lights will be attached to it and electricity will be run to it, making the tower ready to host antennas.TM During the hearing, Mr. Doyle also gave extensiw~ testimony on the disassembly process for telecommunication towers as he narrated a videotape showing the disassembly of a tower in West Virginia? The West 'Virginia tower was a 180-foot lattice tower which was composed of nine sections and over I00 parts.73 Before any disassembly could begin, the lights were taken off the tower, and the tower facility site was de-energized? Additionally, any antennas or co-axle cables which would have been attached to the tower would also have had to have been: taken down or disconnected before disassembly could begin? 66 N.T. 140-41. 67 N.T. 140. 6g N.T. 42, 141. 69 N.T. 42, 141-42. 7o See N.T. 42-43, 114; see also Def.'s Ex. 1. 7~ See N.T. 147, 156-57. 72 N.T. 110, 114; Pis.' Ex. 35. 73 N.T. 114-15. 74 N.T. 156-57. See N.T. 157-58. 11 Once these preliminary matters had been addressed, riggers ascended the tower and securely attached the strapping from the crane to the top section of the tower? The riggers then began unfastening the bolts which held the top section of the tower in place, and, once the section was loose, the crane lowered the section to the ground? The riggers then moved down to the next section of the tower, attached the crane's strapping, unfastened the bolts, and lowered the section to the grc,und.TM The tower sections were not disassembled before they were taken away fi.om the site unless they were too large to transport? Once the sections became too large to transport, the sections were disassembled and the parts were categorized before being taken away.so Eventually, the riggers unbolted the final section of the tower, which was the section attached to the concrete fotmdation? After the last section had been unbolted fi.om the foundation and disassembled, the riggers cleaned up the site, the last of the tower pieces were taken away, and the tower disassembly was complete.82 The entire disassembly process for the West Virginia tower lasted about twelve hours? Mr. Doyle testified that the time period which was required to disassemble the West Virginia tower was longer than the time normally needed to disassemble a lattice tower because the access to the site was poor, and there was little room at the site for the cranes and trucks to move around,s4 Additionally, Mr. Doyle testified that disassembling a monopole tower would be a much simpler process than disassembling a lattice tower,ss After the antennas and power cables have been removed, disassembling a monopole 76 N.T. 116-17. 77 N.T. 117-18. 78 N.T. 118-19. 79 N.T. 119. 8° N.T. 119. 8~ N.T. 131. s2 N.T. 131-35. S3SeeN.T. 126, 135. s4 N.T. 126-27. 85 N.T. 150-51,170-71. 12 tower requires loosening the foundation bolts, using a crane to pick the tower up and lay it on its side, and disassembling the tower segments once the tower has been laid on the ground,s6 Once a tower has been disassembled, only the cement foundation, equipment building, and fence are left at the site? These parts of the facility are not damaged during disassembly, and could be used if another tower were later erected at the site.ss In fact, the fencing and cement foundation are removed from the site only if their removal is a specified condition in the lease? The towers themselves are also reusable after disassembly.90 The only parts of the towers which must be replaced after disassembly are the bolts which hold the pieces and sections of the tower together.9~ Additionally, any pieces of the tower which are damaged during disassembly also must be replaced before the tower can be reassembled.92 Otherwise, the towers can either be transported to a new site and erected, or put in a storage facility until they are needed for another site? During the hearing, the witnesses testified to a number of reasons that towers might be disassembled and moved to another location. The major reason cited for tower removal was a change in business circumstances? For example, if there were a population shift and a tower were no longer needed in one area, but instead needed in a more densely populated area, then the tower would be moved into the more densely 86N.T. 150-51,170-71. 87 N.T. 55. 88 See N.T. 55, 144-45, 207. The lack of any damage to parts of the ~tower facility during disassembly is evidenced by · · the tower ~ndustry's occasional "drop and swap" practice, in which one tower is taken down at a site, only to be replaced at the site by another--usually taller--tower. N.T. 144-45. s9 N.T. 55. 9o N.T. 139. 9~ N.T. 138. 92 N.T. 120, 156. 93 N.T. 120, 139. 94 N.T. 60-62, 196. 13 populated area.95 Additionally, there might be times when a tower would no longer be a sufficient height; therefore, the original tower would be disassembled and a taller tower would be erected in its place.96 This procedure is referred to in the industry as a "drop and swap.''97 Finally, sometimes a company will build a spec site, which is a tower facility that is built in anticipation that companies will eventually want to attach antennas to it.98 If the tower were to become financially unvia.ble because companies did not attach antennas to it, or if zoning requirements mandated that the tower be taken down because of non-use, then the tower would have to be taken down? Notwithstanding the availability of technology to disassemble a tower, the process is highly laborious, expensive, and demanding in terms of expertise, courage, and equipment. Furthermore, notwithstanding the theoretical reasons recounted above for taking down or moving towers, the practice in the telecommunication tower industry is that these towers are not being taken down or moved on a frequent basis?° Mr. Greisz testified that, during the almost ten years in which he has worked for Shenandoah, he could not remember a tower that was built where the lease was terminated and the tower was taken down.~°~ Mr. Doyle testified that, of the well over 400 towers which his company owns in Pennsylvania, his company is considering moving or taking down only 30 of the sites?2 Mr. O'Reilly testified that, of the 2,200 towers which Spectrasite owns in the northeastern United. States, only ten have been or are in the process of being moved or swapped, none of which is located in 95 N.T. 64. 96 N.T. 144. 97 N.T. 144-45. 98 N.T. 159. 99 N.T. 196-97. loo See N.T. 27-28, 74, 103, 109-10, 215, 226. ~o~ N.T. 27-28, 74. 1°2 N.T. 103, 109-10. 14 Pennsylvania?3 Mr. Getsy testified that, of the over 400 towers which SBA Towers owns in Pennsylvania, he was not aware of any being removed?4 Finally, Plaintiffs called Brian Kostel, a senior tax accountant for Crown Castle. l°s Mr. Kostel testified that, according to an advisory letter issued by the Pennsylvania Department of Revenue, telecommunication towers which are bolted to their foundations, instead of being sunk into their foundations, are considered personal property, thus subjecting the rental space on the towers to sales tax. ~06 DISCUSSION Statement of Law Assessability of Real Estate. Section 201 of the Fourth to Eighth Class County Assessment Law provides for the assessment of all real estate in the county: The following subjects and property shall as hereinafter provided be valued and assessed and subject to taxation for all county, borough, town, township, school, (except in cities), poor and county institution district purposes, at the annual rate, (a) All real estate to wit: Houses, house trailers and mobile homes permanently attached to land or connected with water, gas, electric or sewage facilities, buildings, lands, lots of ground and ground rents, trailer parks and parking lots, mills and manufactories of all kinds, all office type construction of whatever kind, that portion of a steel, lead, aluminum or like melting and continuous casting structures which enclose, provide shelter or protection from the elements for the various machinery, tools, appliances, equipment, materials or products inw>lved in the mill, mine manufactory or industrial process, and all other real estate not exempt by law fi.om taxation .... Act of May 21, 1943, P.L. 571, §201, as amended, 72 P.S. §5453.201. Assessment of Chattels as Real Property for Real Estate Taxation. As a general proposition in real property law, there are three classificatiuns for chattels that are used in connection with real estate: ~03 N.T. 215. 1o4 N.T. 226. ~0~ N.T. 230. ~06 N.T. 234-35; Pis.' Ex. 9. 15 First, those which are manifestly furniture, as distinguished fi.om improvements, and not peculiarly fitted to the property with which they are used; these always remain personalty. Second, those which are so annexed to the property that they cannot be removed without material injury to the real estate or to themselves; these are realty, even in the face of an expressed intention that they should be considered personalty .... Third, those which, although physically connected with the real estate, are so affixed as to be remov[able] without destroying or materially injuring the chattels themselves, or the property to which they are annexed; these become part of the realty or remain personalty, depending upon the intention of the parties at the time of the annexation; in this class fall such chattels as boilers and machinery affixed for the nse of an owner or tenant but readily removable. Clayton v. Lienhard, 312 Pa. 433, 436-37, 167 A. 321,322 (1933) (citations omitted). The court in In Re Sheetz, Inc., 657 A.2d 1011 (Pa. Commw. Ct. 1995), elaborated on the third classification of chattels, setting out a test for determining whether a chattel has become a fixture of real property for purposes of real estate taxation. Id. at 1013. The considerations which must be taken into account when making this determination are "(1) the manner in which [the chattel] is physically attached or installed, (2) the extent to which it is essential to the permanent use of the building or other improvement, and (3) the intention of the parties ~vho attached or installed it." t~ The intention of the parties is the most important consideration to examine, with the first two considerations acting as "objective manifestations that aid in determining the intention of the parties." Id. at 1014. Furthermore, permanence is not to be equated with perpetuity, but rather with the intention to "'remain where affixed until worn out, until the: purpose to which the realty is devoted is accomplished or until the item is superseded by ~mother item more suitable for the purpose. '" Id. (quoting Mich. Nat7 Bank v. City of Lansing, 293 N.W.2d 626, 627 (Mich. Ct. App. 1980)). In Sheetz, the Commonwealth Court held that canopies which cover gas pumps at gas stations are fixtures of real property, and hence are taxable as such similar facilities. Id. The Court held that the canopies were affixed to a poured concrete foundation by bolts, which were then covered by concrete. Id. Next, the court held that the canopies were essential to the permanent use of the gas pumps because stations with canopies had 16 a higher sales volume. Id. Additionally, the canopies e, ssential nature was demonstrated through Sheetz's seeking variances of zoning requirements in a number of cases to allow for the erection of canopies at their stations. Id. These facts led the court to conclude that Sheetz intended the canopies to be a permanent :fixture of its gas stations which would remain until they were worn out, or Sheetz no longer occupied the premises. Id. Finally, the Court of Common Pleas of Dauphin County, Bratton, J., has in a recent decision addressed the specific issue of real estate taxation of telecommunication towers. In holding that the tower was real property for purposes of real estate taxation, Judge Bratton noted that although the tower itself could be removed without injury to the tower, the concrete foundation to which the tower was attached could not be removed without causing injury to the real estate. See, e.g., Shenandoah Mobile Co. v. Dauphin County Bd. of Assessment Appeals, docketed at 2003 CV 3196 TX, Dauphin County, 2004. Application of Law to Facts In the court's view, Plaintiffs' telecommunication towers are properly classified as realty for purposes of Pennsylvania's real property taxation scheme. An analysis of the considerations set forth in Sheetz leads to this conclusion. First, the towers are firmly affixed to the ground, and, although their removal is not a practical impossibility, the process involves a high degree of expense, manpower, equipment, and skill. Second, the towers are essential to the use of the rest of the facility, which is clearly real estate. Third, and perhaps most important, the intent of the parties that the towers be features of the real estate as opposed to transient items of personalty is manifest in the extended terms of the leases and the practice of the industry, whereby dismantling of towers is almost exclusively a theoretical matter. ORDER OF COURT AND NOW, this 15th day of September, 2004, after careful consideration of the tax assessment appeals filed herein, following a hearing, and for the reasons stated in the accompanying opinion, it is ordered as follows: 17 With respect to parcel number 25-25-0006-351 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by Shenandoah Mobile Company, situated in New Cumberland Borough, Cumberland County, Pennsylvania, is fixed at $95,000.00. THE PERTINENT COMMON LEVEL RATIO/'or Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BE1NG A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $95,000.00 as of January 1, 2004, for county and municipal taxes, and July I, 2004, for school real estate taxes. With respect to parcel number 43-06-0031-012 LL.' THE MARKET VALUE as of January I, 2004 (and for succeeding years until revised), for the parcel owned by Spectrasite Comrnunications, situated in Upper Frankford Township, Cumberland County, Pennsylvania, is fixed at $142,000.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BEING A DIFFERENCE of less than 15; percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $142,000.00 as of January 1, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to parcel number 39-12-0324-004 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by Spectrasite Communications, situated in Southampton Township, Cumberland County, Pennsylvania, is fixed at $136,530.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. 18 THERE BEING A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $136,530.00 as of January 1, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to parcel number 40-10-0632-016 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by Spectrasite Com~munications, situated in South Middleton Township, Cumberland County, Pennsylvania, is fixed at $136,530.00. THE PERTINENT COMMON LEVEL RATIO fbr Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BE1NG A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $136,530.00 as of January 1, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to parcel number 09-22-0533-001 LL: THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by SBA Towers, Ine., situated in East Pennsboro Township, Cumberland County, Pennsylvania, is fixed at $70,000.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BEING A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $70,000.00 as of January 1, 2004, for eounty and municipal taxes, and July 1, 2004, for school real estate taxes. With respect to parcel number 41-11-0304-019 LL: 19 THE MARKET VALUE as of January 1, 2004 (and for succeeding years until revised), for the parcel owned by SBA Towers, Inc., situated in South Newton Township, Cumberland County, Pennsylvania, is fixed at $100,000.00. THE PERTINENT COMMON LEVEL RATIO for Cumberland County has been stipulated to be 95.4 percent. The predetermined ratio is 100 percent. THERE BEING A DIFFERENCE of less than 15 percent between the common level ratio and predetermined ratio, as a result of which assessments are to be determined by application of the predetermined ratio, the assessment with respect to the aforesaid parcel is fixed at $100,000.00 as of January 1, 2004, for county and municipal taxes, and July 1, 2004, for school real estate taxes. BY THE COURT, s/ J. Wesley Oler, Jr. J. Wesley Oler, Jr., J. Carl C. Risch, Esq. 10 East High Street Carlisle, PA 17013 Attorney for Shenandoah Mobile Company and Shenandoah Personal Communications Company Dusty Elias Kirk, Esq. Sharon F. DiPaolo, Esq. Pepper Hamilton, LLP One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219 Attorneys for Spectrasite Communications and SBA Towers, Inc. Mark A. Mateya, Esq. 407 North Front Street Box 11848 Harrisburg, PA 17108 Attorney for County Commissioners Association of Pennsylvania 20 Stephen D. Tiley, Esq. 5 South Hanover Street Carlisle, PA 17013 Attorney for Cumberland County Board of Assessment Appeals Philip H. Spare, Esq. 44 West Main Street P.O. Box 318 Mechanicsburg, PA 17055 Attorney for Big Spring and South Middleton School Districts 21 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA SHENANDOAH MOBILE COMPANY et al., C1VIL DIVISION Appellants, No. 03-4921 4 No. 04-920 vs. No. 04-921 ,// No. 04-922: ,..~/ CUMBERLAND COUNTY BOARD OF No. 04-949 ASSESSMENT APPEALS, No. 04-95(} (Consolidated at No. 03-4921) Appellee. CONCISE STATEMENT OF MATTERS ET AL. COMPLAINED OF ON APPEAL Filed on Behalf of Appellants Counsel of Record for These Parties: Dusty Elias Kirk, Esquire PA I.D. No. 30702 Sharon F. DiPaolo, Esquire PA I.D. No. 74520 PEPPER HAMILTON LLP Firm I.D. No. 143 One Mellon Center, 50th Floor 500 Grant Street Pittsburgh, PA 15219-2502 (412) 454-5000 Counsel for S~oectrasite Communications and SBA Towers, Inc. and Carl C. Risch, Esquire PA I.D. No. 75901 Martson, Deardorff, Williams & Otto Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for Shenandoah Mobile Company and Shenandoah Personal Communications Company PT: #1981 ! 1 vl (48V301 !.DOC) IN THE COURT OF COMMON PLEAS OF CUMBERLAND' COUNTY, PENNSYLVANIA SHENANDOAH MOBILE COMPANY et al., Appellants, VS. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellee. ET AL. ) ) ) ) ) ) ) ) ) ) ) ) CIVIL DIVISION No. 03-4.921 No. 04-920 No. 04-921 No. 04-922 No. 04-949 No. 04-950 (Consolidated at No. 03-4921) CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL 1. This Concise Statement of Matters Complained of on Appeal is filed purusent to the order of this Court dated October 11, 2004 and Rule 1925(b) of the Pennsylvania Rules of Appellate Procedure. 2. The matters complained of by appellants on appeal are as follows: a. the Court committed an error of law in ruling that telecommunication towers are classified as realty as opposed to personalty for real estate assessment purposes, pursuant to 72 P.S. § 5020-201; b. the Court committed an error of law in ruling that the telecommunication towers "although their removal is not a practical impossibility" are firmly affixed to the ground, given that the manner in how the towers are affixed to the ground is designed for removability; c. the Court committed an error of law in ruling that the telecommunication towers are essential to the use of the rest of the facility; PT: #198111 vl (48V301 [.DOC) d. the Court committed an error of law in ruling that the intention of the parties at the time of annexation was for the telecommunication towers to become part of the realty; and e. the Court committed an error of law in ruling that telecommunication towers are classified as realty for the purposes of real estate assessment purposes, given that telecommunication towers are classified as personalty for purposes of sales and use tax, and where the determination of the classification of the towers for the respective taxes is made by applying the same legal test to the same towers using the same legal analysis. Dated: October ~, 2004 Respectfully submitted, Dusty Eli/-r~(irk PA I.D. No. 30702 Sharon F. DiPaolo PA I.D. No. 74520 PEPPER HAMILTON LLP Firm I.D. No. 143 50th Floor, One Mellon Center 500 Grant Street Pittsburgh, PA 1:;219-2502 (412) 454-5000 Counsel for Spectrasite Communications and SBA Towers, Inc. and Carl C. Risch PA I.D. No. 75901 MARTSON, DE~LDORFF, WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for Shenandoah Mobile Company and Shenandoah Personal Communications Company PT: #198111 vl (48V301!.DOC) -2- CERTIFICATE OF SERVICE I hereby certify that a tree and correct copy of the within Concise Statement of Matters Complained of on Appeal was served upon the following parties by first class mail, postage prepaid, on this ~W~clay of October, 2004: Stephen D. Tiley, Esquire Solicitor, Cumberland County and Board of Assessment Appeals Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Robert L. Knupp, Esquire Knupp, Kodak & Imblum, P.C. 407 N. Front Street P.O. Box 11848 Harrisburg, PA 17108 Steven Fishman, Esquire Solicitor, Upper Frankford Township 95 Alexander Spring Road Carlisle, PA 17013 Philip H. Spare, Esquire Solicitor, Big Springs School District Solicitor, South Middleton School District Snelbaker, Brenneman & Spare, PC 44 West Main Street P.O. Box 318 Mechanicsburg, PA 17055 Richard P. Mislitsky, Esquire Solicitor, South Middleton Township 1 West High Street P.O. Box 1290 Carlisle, PA 17013 Jerry A. Weigle, Esquire Solicitor, Shippensburg Area School District Weigle & Associates 126 East King Street Shippensburg, PA 17257 Richard L. Webber, Jr., Esquire Solicitor, Southampden Township Weigle & Associates 126 East King Street Shippensburg, PA 17257 Donna S. Weldon, Esquire Solicitor, East Pennsboro School District Keefer Wood Allen & Rahal LLP 210 Walnut Street P.O. Box 1.1963 Harrisburg:, PA 17108-1963 Henry F. Coyne, Esquire Solicitor, East Pennsboro Township 3901 Market Street Camp Hill, PA 17011 Marcus A. McKnight, III, Esquire Solicitor, South Newton Township 60 West Pomfret Street Carlisle, PA 17013 Mark A. Mateya, Esquire P.O. Box 127 Boiling Springs, PA 17007 PT://198111 vi (48V301 !.DOC) SHENANDOAH MOBILE COMPANY, and SHENANDOAH PERSONAL COMMUNICATIONS COMPANY, Plaintiffs CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant SPECTRASITE COMMUNICATIONS, Plaintiff Vo CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant Vo CUMBERLAND COUNTY, SOUTH MIDDLETON TOWNSHIP, and SOUTH MIDDLETON SCHOOL DISTRICT, Interested Parties SPECTRASITE COMMUNICATIONS, Plaintiff V. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION--LAW NO. 03-4921 CIVIL, TERM IN THE COURT OI7 COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION--LAW NO. 04-920 CIVIL TERM IN THE COURT OF coMMON PLEAS OF CUMBERLAND COLINTY, PENNSYLVANIA CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant Vo CUMBERLAND COUNTY, UPPER FRANKFORD TOWNSHIP, and BIG SPRING SCHOOL DISTRICT, Interested Parties SPECTRASITE COMMUNICATIONS, Plaintiff Vo CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendant Vo CUMBERLAND COUNTY, SOUTHAMPDEN TOWNSHIP, and SHIPPENSBURG AREA SCHOOL DISTRICT, Interested Parties SBA TOWERS, INC., Plaintiff V. CUMBERLAND COUNTY CIVIL ACTION LAW NO. 04-921 CIVIL TERM IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION--LAW NO. 04-922 CIVIL TERM IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA BOARD OF ASSESSMENT APPEALS, Defendant Vo CUMBERLAND COUNTY, SOUTH NEWTON TOWNSHIP, and BIG SPRING SCHOOL DISTRICT, Interested Parties SBA TOWERS, INC., Plaintiff Vo CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Defendam Vo CUMBERLAND COUNTY, EAST PENNSBORO TOWNSHIP, and EAST PENNSBORO SCHOOL DISTRICT, Interested Parties CIVIL ACTION--LAW NO. 04-949 CIVIL TERM IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION--LAW NO. 04-950 CIVIL TERM ORDER OF COURT AND NOW, this 22nd day of December, 2004, the Opinion Pursuant to Pa. R.A.P. 1925 dated December 16, 2004, is amended by the substiitution of the attached page for page 2. The purpose of the amendment is to reflect that the appeal in these cases is to the Pennsylvania Commonwealth Court. BY THE COURT, esley Oler~2[~ ' J. Mark A. Mateya, Esq. Carl C. Risch, Esq. Martson, Deardorff, Williams & Otto 10 East High Street Carlisle, PA 17013 Attorney for Shenandoah Mobile Company / 407 North Front Street Box 11848 Harrisburg, PA 17108 / Attorney for County Commissioners Assqiziation of Pennsylvania Robert L. Knupp, Esq. Knupp, Kodak & Imblum, P.C. 407 North Front Street Harrisburg, PA 17108 /,; Attorney for Shenandoah Personal Commur)4'~a' tions Company / Stephen Douglas Tiley, Esq. 5 South Hanover Street Carlisle, PA 17013 Attorney for Cumberland County Boarc~ of Assessment Appeals Philip Haring Spare, Esq. Snelbaker, Brenneman & Spare, P.C. 44 West Main Street Mechanicsburg, PA 17055 Sharon F. DiPaolo, Esq. Pepper Hamilton, LLP One Mellon Center, 50th Floor 500 Grant Street Attorney for Big Spring and South Middleton School Districts Pittsburgh, PA 15219 Attorney for Spectrasite Communications and SBA Towers, Inc. IN RE: OPINION PURSUANT TO PA., R,A,P. 1925 OLER, J., December 16, 2004. In these six cases, Plaintiffs appealed Defendant's real estate tax assessments of Plaintiffs' telecommunication tower facilities.~ At issue on the appeals was the correctness of Defendant's underlying classification of Plaintiffs' telecommunication towers as realty as opposed to personalty for real estate tax purposes.2 A two-day hearing was conducted on this issue on June 24, 2004, and June 28, 2004.3 On September 15, 2004, this court issued an order, accompanied by an opinion, classifying Plaintiffs' telecommunication towers as realty and upholding the: Defendant's assessments of Plaintiffs' telecommunication tower facilities.4 Plaintiffs have filed an appeal to the Pennsylvania Commonwealth Court from the September 15, 2004, order.5 Plaintiffs have expressed the issues being pursued on appeal as follows: a. IT]he Court committed an error of law in ruling that telecommunication towers are classified as realty as opposed to personalty for real estate assessment purposes, pursuant to 72 P.S. § 5020.-201; b. the Court committed an error of law in ruling that the telecommunication towers "although their removal is not a practical ~ The following cases have been consolidated at Number 03-4921 Civil Term: Numbers 03-4921 Civil Term, 04-920 Civil Term, 04-921 Civil Term, 04-922 Civil Term, 04-949 Civil Term, and 04-950 Civil Term. See Order of Ct., Apr. 16, 2004. 2 See Pet. of Appeal from Determination of Real Estate Tax Assessment, filed Sept. 18, 2003 (hereinafter Shenandoah's Pet. of Appeal); Pet. for Appeal, filed Mar. 4, :2004 (hereinafter Spectrasite/South Middleton Township Pet. for Appeal); Pet. t'or Appeak filed Mar. 4, 2004 (hereinafter Spectrasite/Upper Frankford Township Pet. for Appeal); Pet. f?.,r Appeal, filed Mar. 4, 2004 (hereinafter Spectrasite/Southampton Township Pet. for Appeal); Pet. for Appeal, filed Mar. 5, 2004 (hereinafter SBA Towers/South Newton Township Pet. for Appeal); Pet. for Appeal, filed Mar. 5, 2004 (hereinafter SBA Towers/East Pennsboro Township Pet. for Appeal). 3 Notes of Testimony 2, Hr'g, June 24, 2004, and June 28, 2004 (hereinafter N.T. ___). 4 Shenandoah Mobile Co. v. Cumberland County Bal. of Assessment Appeals, Civ. No. 03-4921, (C.P. Cumberland County, Sept. 15, 2004). s Concise Statement of Matters Complained of on Appeal, filed Oct. 25, 2004; Supplement to Concise Statement of Matters Complained of on Appeal, filed Nov. 8, 2004. 2