Board of Review

7725 W. North Avenue Wauwatosa, WI Wauwatosa, WI 53213 Board of Review Meeting Minutes Friday, August 4, 2023 10:00 AM Common Council Chambers CALL TO ORDER Chairperson Pam Stokke-Ceci called the meeting to order at 10:00 AM. ROLL CALL Present 3 Member, Chair Pamela Stokke-Ceci Member Rosemary Fox Member Kathy Ehley Excused 1 Member Roger Walsh CONSIDERATION OF STIPULATIONS OF ADJUSTMENT OF ASSESSED VALUE PURSUANT TO WIS. STATE §70.47(10) 1. Tax Key: #291-297-071, Address: 418 N. Mayfair Road, Owner: Ferch's 23-351 Crafthouse (Personal Property) RESULT: APPROVED MOVER: Kathy Ehley SECONDER: Rosemary Fox Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 2. Tax Key: #291-230-190, Address: 2751 N. Mayfair Road, Owner: 23-352 Starbucks Coffee Company (Personal Property) RESULT: APPROVED MOVER: Kathy Ehley SECONDER: Rosemary Fox Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 3. Tax Key: #291-297-706, Address: 10721 W. Capitol Drive G10, 23-353 Owner: Ensure Transit (Personal Property) RESULT: APPROVED MOVER: Kathy Ehley SECONDER: Rosemary Fox Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh Page 1 of 5 Board of Review Meeting Minutes August 4, 2023 4. Tax Key: #291-297-722, Address: 10701 W. North Avenue Ste 207, 23-354 Owner: JJA Transport Services (Personal Property) RESULT: WITHDRAWN 5. Tax Key: #338-0091-000, Address: 1924 N. 117th Street, Owner: 23-355 Francisco Solano Pacheco (Real Property) RESULT: APPROVED MOVER: Kathy Ehley SECONDER: Rosemary Fox Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 6. Tax Key: #221-0276-000, Address: 4522 N. 108th St., Owner: Kevin 23-356 and Susan Miller (Real Property) RESULT: APPROVED MOVER: Kathy Ehley SECONDER: Rosemary Fox Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh CONSIDERATION OF ANY ADDITIONAL STIPULATIONS NOT PREVIOUSLY AGENDIZED BEFORE THE BOARD None. SUBPOENA COMPLIANCE REVIEWS, POSSIBLE STIPULATIONS OF ADJUSTMENT OF ASSESSED VALUE PURSUANT TO WIS. STATE §70.47(10), AND CONSIDERATIONS OF WAIVER OF BOR HEARING 1. Tax Key: #379-9999-073, Address: 10430 W. Innovation Drive, 23-338 Owner: Crescent Apartments LLC Present for the meeting (for Items 1 and 2): City Assessor Sarah Tyrrell. Atty Amy Seibel, representing the City Assessor. Nick Boerke, tax consultant for the property owner. Seibel reminded the Board that the Board issued a subpoena to the property owner and lender at the last meeting seeking a recent appraisal. The lender was told by the property not to release the information . Seibel explained the relevance of the request. Boerke responded that the property owner continues to object to the release of the information due to the information being confidential, sensitive, and proprietary business information . Property owner asked to waive the subpoena. Motion by Ehley, seconded by Fox to reject the request to waive /quash the subpoena issued to Walker & Dunlop, LLC. Motion carried. Main motion includes a finding that the information sought in the subpoenas is relevant, and due to the Page 2 of 5 Board of Review Meeting Minutes August 4, 2023 non-compliance of the subpoena, the objection is dismissed. RESULT: DISMISSED MOVER: Rosemary Fox SECONDER: Kathy Ehley Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 2. Tax Key: #379-9999-080, Address: 10460 W. Innovation Drive, 23-339 Owner: Crescent Apartments LLC Motion includes a finding that the information sought in the subpoenas is relevant, and due to the non-compliance of the subpoena, the objection is dismissed. RESULT: DISMISSED MOVER: Rosemary Fox SECONDER: Kathy Ehley Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 3. Tax Key: #335-9998-022, Address: 2424 N. Mayfair Road, Owner: 23-345 Nordstrom Inc RESULT: APPROVED MOVER: Kathy Ehley SECONDER: Rosemary Fox Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 4. Tax Key: #258-0001-009, Address: 3900 N. Mayfair Road, Owner: 23-344 Target Corporation Present for the meeting: City Assessor Sarah Tyrrell. Atty Amy Seibel, representing the City Assessor. Atty Sara Rapkin, representing the objector. Seibel noted that the subpoena requests for a real estate fixed asset listing and specific information concerning the cost, construction cost incurred, the nature and the amount of the expenditures incurred in connection with a recent building permit to renovate the store are still outstanding. Target continues to search for any available, additional documentation. Rapking verbally amended the objection form: Section 4.D. should be "No" and the information under "If yes" should be deleted. Section 4.B. should be "Yes", and the "If yes" information should include the 2022 refresh information. The only item outstanding from the subpoena should be the real estate fixed asset listing. The client does not want this information released in a public forum. Rapkin asked the Board to not simiss the case due to one missing document. Motion includes a finding that the information sought in the subpoenas is relevant, and due to the Page 3 of 5 Board of Review Meeting Minutes August 4, 2023 non-compliance of the subpoena, the objection is dismissed. RESULT: DISMISSED MOVER: Rosemary Fox SECONDER: Kathy Ehley Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 5. Tax Key: #256-0075-007, Address: 10800 W. Capitol Drive, Owner: 23-341 Walgreen Co RESULT: APPROVED MOVER: Rosemary Fox SECONDER: Kathy Ehley Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 6. Tax Key: #331-0777-001, Address: 2656 Wauwatosa Avenue, Owner: 23-342 Walgreen Co RESULT: APPROVED MOVER: Rosemary Fox SECONDER: Kathy Ehley Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 7. Tax Key: #384-0009-002, Address: 6600 W. State Street, Owner: 23-343 Walgreen Co RESULT: APPROVED MOVER: Rosemary Fox SECONDER: Kathy Ehley Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 8. Tax Key: #411-9976-007, Address: 201 N. Mayfair Road, Owner: 23-346 Wheaton Franciscan Inc/ Ascension RESULT: APPROVED MOVER: Kathy Ehley SECONDER: Rosemary Fox Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 9. Tax Key: #409-0059-002, Address: 10000 W. Blue Mound Road, 23-350 Owner: Froedtert Health Inc Page 4 of 5 Board of Review Meeting Minutes August 4, 2023 RESULT: APPROVED MOVER: Rosemary Fox SECONDER: Kathy Ehley Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh 10. Tax Key: #410-0073-003, Address: 418 N. Mayfair Road, Owner: 23-347 Kawips Delaware Wauwatosa LLC RESULT: APPROVED MOVER: Rosemary Fox SECONDER: Kathy Ehley Aye: 3 Stokke-Ceci, Fox, and Ehley Excused: 1 Walsh ADJOURNMENT 2023 Board of Review adjourned at 12:03 PM. Page 5 of 5