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VLCT Lister Hearings

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1. Preparing for Formal Grievance Hearings 2. Mark Paulsen Colchester Assessor VALA President 4. What are wetalking about? Fair Market Value 5. Laying the Groundwork 6. Know your Sales

  • Review all Property Transfer Tax Returns (PTTRs)
  • Read the Deeds (for clarification)
  • Validate the Sale Information
  • Record the Sale Information for Future Use

7. Sale Verification Form 8. Organizing Sales Data

  • Date of Sale
  • House Style
  • Seasonal vs. Year Round
  • Leased Land
  • Vacant Land
  • Commercial / Industrial
  • Lakeshore
  • Condominiums
  • Mobile Homes

9. Sales Report 10. Tax Appeal Hearings 11. Legal Requirements

  • Written Notice (Public & Direct)
  • Open Meeting Rules Apply
  • Adequate Minutes
  • Written Notification of Results
  • No ex partait communications

12. ? ? ? What are your goals for the Hearings? 13. Hearing Goals

  • Defend your Assessment
  • Prevent Further Appeals
  • Prevail

14. Hearing Goals

  • Communicate Clearly and Effectively
  • Listen to the Taxpayer
  • Describe and support Fair Market Value Estimate
  • Be open to make Appropriate Changes
  • Persuade

15. A Starting Place

  • Review the Property Description

16. Property Record Card 17. Ask the Appellant

  • Is the Listing Information Correct?
  • Is there something else about the property?
  • What do they think the FMV is?
  • How have they arrived at that figure?

18. Resolution

  • Presumption of Correctness
  • Burden of Proof

19. 843 Creek Farm Rd 20. 843 Creek Farm Rd 21. 87 Rudgate Road 22. 55 Jeffrey Drive 23. 383 Oak Circle 25. Future Hearings

  • Organize Comparable Sales Data
  • Consider Discreet Adjustments and more detailed analysis
  • Create Photos and Maps
  • Make enough copies
  • Know your Audience

26. Time for Questions & Discussion 27. Thank You