Deer Creek Developers, Ltd. v. Department of Local Government Finance

769 N.E.2d 259, 2002 Ind. Tax LEXIS 22, 2002 WL 1150841
CourtIndiana Tax Court
DecidedMay 30, 2002
Docket49T10-9702-TA-127
StatusPublished
Cited by6 cases

This text of 769 N.E.2d 259 (Deer Creek Developers, Ltd. v. Department of Local Government Finance) is published on Counsel Stack Legal Research, covering Indiana Tax Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Deer Creek Developers, Ltd. v. Department of Local Government Finance, 769 N.E.2d 259, 2002 Ind. Tax LEXIS 22, 2002 WL 1150841 (Ind. Super. Ct. 2002).

Opinion

FISHER, J.

Deer Creek Developers, Ltd. (Deer Creek) appeals the final determination of the State Board of Tax Commissioners (State Board) assessing Deer Creek's neighborhood shopping center (Center) for the 1994 tax year. Deer Creek raises the following issues, which the Court restates as: .

I. -. Whether the Center's assessment should be reduced for economic . obsolescence;
II. Whether the Center's assessment should be reduced for its partitioning;
Whether the Center's assessment should be reduced because of the type of lights in the Center; IIL.
IV. Whether the Center should have received a grade adjustment;
V. Whether the Center's assessment should be reduced for its wall height;
VI. Whether the assessment of the Center's supermarket should be reduced because its storage area is unfinished and air conditioning is absent from it; and
Whether the cost of wallpaper should be deducted from the assessment of the Center's 36,286 square-foot shopping area. 2 VIL

For the reasons stated below, the Court AFFIRMS the State Board's final determination of Issues I-V, but REVERSES *262 and REMANDS its final determination of Issues VI and VII for further consideration.

FACTS AND PROCEDURAL HISTORY

On November 23, 1993, Deer Creek purchased the Center, which is in Harrison County, Indiana. The Center included a 30,000 square-foot, finished supermarket with air-conditioning to which Deer Creek subsequently added a 10,440 square-foot unfinished storage area without air-conditioning. The remaining 36,286 square feet of the Center comprised the Center's retail shopping area, bringing the total area of the Center to 76,726 square feet. The Center contained approximately 6,000 square feet of partitioning. Furthermore, the exterior walls of the Center were not of uniform height but on average were eighteen feet high. Also, approximately 43% of the Center was vacant on March 1, 1994.

The Center was assessed on March 1, 1994, at $1,645,800. In particular, the supermarket was assessed (using the General Commercial Mercantile (GCM) Supermarket model) as a single, finished open unit having air conditioning. The rest of the Center was assessed using the GCM Neighborhood Shopping Center model. The entire Center was given a C grade.

Deer Creek filed a Form 1830 Petition for Review of Assessment with the Harrison County Board of Review (BOR). The BOR, however, increased Deer Creek's assessment to $1,810,900. Deer Creek then filed a Form 131 Petition for Review of Assessment with the State Board, arguing that Center's assessment should have been $1,132,900. The State Board lowered the Center's assessment to $1,685,400. © In particular, the State Board altered the Center's assessment to correctly reflect the Center's wall type and its exterior wall height. The State Board also assessed three mezzanines that had not previously been assessed, and it adjusted the assessment of the Center's paving. The State Board also corrected the Center's entire floor area measurement, reassessed various building components and the Center's sprinkler system, and re-characterized the Center as a "mixed use" improvement.

On January 30, 1997, Deer Creek initiated an original tax appeal with this Court. The Court held a trial on October 31, 1997. Additional facts will be provided when nee-essary. -

ANALYSIS AND OPINION

Standard of Review

This Court gives great deference to the final determinations of the State Board when it acts within the seope of its authority. Wetzel Enters, Inc. v. State Bd. of Tax Comm'rs, 694 N.E.2d 1259, 1261 (Ind. Tax Ct.1998). This Court will reverse a final determination of the State Board only when its findings are unsupported by substantial evidence, arbitrary, capricious, constitute an abuse of discretion, or exceed statutory authority. Id.

Moreover, a taxpayer who appeals to this Court from a State Board final determination bears the burden of showing that the final determination was invalid. Clark v. State Bd. of Tax Comm'rs, 694 N.E.2d 1230, 1233 (Ind. Tax Ct.1998). The taxpayer must present a prima facie case by submitting probative evidence, ie., evidence sufficient to establish a given fact if not contradicted. Thousand Trails Inc. v. State Bd. of Tax Comm'rs, 757 N.E.2d 1072, 1075 (Ind. Tax Ct.2001). Once the taxpayer presents a prima facie case, the burden shifts to the State Board to rebut the taxpayer's evidence and support its findings with sub *263 stantial evidence. Clark, 694 N.E.2d at 1233.

Discussion

I. Economic Obsolescence

The first issue is whether the Center's assessment should be reduced for economic obsolescence. Deer Creck argues that it is entitled to a 50% economic obsolescence reduction because 48% of the Center was continuously vacant for one year prior to and including March 1, 1994. The State Board responds that the evidence fails to support Deer Creek's contention.

Eeonomic obsolescence is a loss of property value because of external factors. : Inp. Apmin. Cop® tit. 50, rr. 2.1-5-1; 2 1-6-1 (1992); Louis D. Realty Corp. v. State Bd. of Tax Comm'rs, 743 N.E.2d 379, 385 (Ind. Tax Ct.2001). In cases where the State Board has held a hearing on the taxpayer's claim prior to this Court's opinion in Clark (such as the instant case), the taxpayer must make a prima facie case of economic obsolescence by identifying the cause of the obsolescence,. Louis D. Realty, 743 N.E.2d at 385-86 3

The burden, therefore, was on Deer Creek to present probative evidence showing the cause of the Center's obsolescence. See Thousand Trails, 757 N.E.2d at 1075; Louis D. Realty, 743 N.E.2d at 386; Clark, 694 N.E.2d at 1238. Deer Creek's evidence consisted of the testimony of its designated tax representative, Milo E. Smith of Tax Consultants, Inc. Smith testified that he sent an associate to the Center on April 4, 1994, to verify that the Center was vacant, Moreover, Smith testified that the owner of the Center told him that 43% of the Center had been vacant for one year.

Vacancy by itself does not prove any obsolescence. Louis D. Realty, 743 N.E.2d at 387. Vacancy is merely a sign of possible obsolescence; a taxpayer seeking an obsolescence reduction because of building vacancy must still present probative evidence showing the reason why its building is vacant. Id.; Damon Corp. v. State Bd. of Tax Comm'rs, 738 N.E.2d 1102, 1109 (Ind. Tax Ct.2000). Deer Creek did not submit any evidence showing why the Center was vacant.

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769 N.E.2d 259, 2002 Ind. Tax LEXIS 22, 2002 WL 1150841, Counsel Stack Legal Research, https://law.counselstack.com/opinion/deer-creek-developers-ltd-v-department-of-local-government-finance-indtc-2002.