2023 Final VAB Agenda 03/22/2024COLLIER COUNTY
VALUE ADJUSTMENT BOARD
MEETING AGENDA
MARCH 22, 2024 @ 9:00 a.m.
Board of County Commission Chambers
Collier County Government Complex
3299 Tamiami Trail East, 3rd Floor
Naples, FL 34112
VAB Members and Alternates
► Burt Saunders, VAB Chairman (BCC, District 3)
► Dan Kowal, (BCC, District 4)
► Ron Kezeske, VAB Vice -Chairman (Business Citizen
Member)
► Tim Moshier (Alternate Collier School Board, District 5)
► Rebecca Earney (Homestead Citizen Member)
► Jill Rosenfeld (Alternate Homestead Citizen Member)
VAB Legal Counsel, Holly E. Cosby
COLLIER COUNTY VALUE ADJUSTMENT BOARD
MEETING AGENDA
March 22, 2024 @ 9:00 a.m.
Board of County Commission Chambers
Collier County Government Complex
3299 Tamiami Trail East, 3rd Floor
Naples, FL 34112
VAB Members and Alternates:
Burt Saunders, VAB Chairman (BCC, District 3)
Dan Kowal, (BCC, District 4)
Ron Kezeske, VAB Vice -Chairman (Business Citizen Member)
Tim Moshier (Alternate Collier School Board, District 5)
Rebecca Earney (Homestead Citizen Member)
Jill Rosenfeld (Alternate Homestead Citizen Member)
VAB Legal Counsel, Holly E. Cosby
1. Pledge of Allegiance, Affidavit of Publication, Introductions and Quorum
Requirements (per Chapter 194.015, F.S.)
2. Agenda and Minutes
A. Approval of today's agenda (motion needed)
B. Approval/Acceptance of Minutes from August 7, 2023, VAB Organizational
Meeting. (motion needed)
3. General Business Discussion
A. Updates from the Department of Revenue and/or the Current Session of
the Florida Legislature affecting VAB (informational)
1) Department of Revenue — Property Tax Oversight and Florida
Legislative Session (2023) Proposed Bills (informational)
(a) PTO Bulletin 23-03 — Restriction on County Special
Assessments on Agricultural Lands
(b) PTO Bulletin 23-04 — Judicial Review After Value Adjustment
Board (VAB) Decisions
(c) PTO Bulletin 23-05 — Changes to the Exemption for Certain
Veterans, First Responders, and Surviving Spouses
Page 1
March 22, 2024
El
5.
6.
(d) PTO Bulletin 23-06 — Religious Exemption — Parsonages,
Burial Grounds, and Tombs
(e) PTO Bulletin 23-07 — Educational Property Exemption
(f) PTO Bulletin 23-08 — Refund of Taxes for Residential
Improvements Rendered Uninhabitable by a Catastrophic Event
(g) PTO Bulletin 23-09 — Affordable Housing Property Exemption
Nonprofit Land Lease
(h) PTO Bulletin 23-10 — Affordable Housing Property Exemption
Newly Constructed Multifamily Project
(i) PTO Bulletin 23-11 — Affordable Housing Property Exemption
County and Municipal Ordinance
(j) PTO Bulletin 23-12 — Assessment of Agricultural Equipment
Rendered Unable to be Used Due to Hurricane Idalia
B. Value Adjustment Board 2023 Compliance Checklist for Collier County
C. Additional Updates
1) Update Re: Special Magistrate Antonov
2) Update on Department of Revenue Advisory Memorandum
Forwarded to all VAB Attorneys
Public Comment
VAB Members or Staff Comment
Adoption of Special Magistrate Recommendations
A. Board Member Kezeske must recuse himself from the vote for Petition
2023-01053, as owner of that parcel
B. Adoption of Special Magistrates' Recommendations for 2023 VAB (1299
Filed Petitions) (385 Petitions went to hearing (605 Parcels))
1) Motion for approval for the recommended decision for Petition 2023-
01053 (alone) (motion needed)
2) Motion for approval for all other recommended decisions (motion
needed)
• Homestead Exemption Petitions
• Portability Transfer Petitions
• Not Substantially Complete Petition
• Value Petitions: Residential and Commercial
Page 2
March 22, 2024
7. Adoption of Certification of the Value Adjustment Board — Tangible Personal
Property (DR-488 TPP) (motion needed)
8. Adoption of Certification of the Value Adjustment Board — Real Property (DR-488
RP) (motion needed)
9. Adoption of Tax Impact of the Value Adjustment Board (DR-529) (motion
needed)
10. Discussion/Motion to permit VAB Counsel to review VAB website to ensure
compliance and consistency (motion needed)
11. Set date for 2024 VAB Organizational Meeting: (proposed & room reserved)
(motion needed) VAB Organizational Meeting for proposed dates of
Motion for Monday, August 12, 2024, at 9 a.m.
Motion for Monday, August 19, 2024, at 9 a.m.
12. Adjourn
Page 3
March 22, 2024
Item #1
1. Pledge of Allegiance, Affidavit of Publication, Introductions and Quorum
Requirements (per Chapter 194.015, F.S.)
10
LocaliQ
Florida
GANNETT
PROOF OF PUBLICATION
Bcc Clerk Of Circuit Court
Bee Clerk Of Circuit Court
3299 Tamiami Trl E 700
Naples FL 34112
STATE OF WISCONSIN, COUNTY OF BROWN
Before the undersigned authority personally appeared, who
on oath says that he or she is the Legal Advertising
Representative of the Naples Daily News, a newspaper
published in Collier County, Florida; that the attached copy
of advertisement, being a Legal Ad in the matter of
Classified Legal CLEGL, was published on the publicly
accessible website of Collier and Lee Counties, Florida, or in
a newspaper by print in the issues of, on:
03/08/2024
Affiant further says that the website or newspaper complies
with all legal requirements for publication in chapter 50,
Florida Statutes.
Subscribed and sworn to before me, by the legal clerk, who
is personally known to /��e,, on 03/08/2024
Legal Clerk
Notary, State of WI, County of Br
My commission expires
Publication Cost: $470.40
Order No: 9931001 # of Copies:
Customer No: 1125508 0
PO #: PO # 4500230367
THIS IS NOT AN INVOICE!
Please do not use this form for payment remittance.
DENISE ROBERTS
Notary Public
State of Wisconsin
PO Box 631244 Cincinnati, OH 45263-1244
Page 1 of 2
NOTICE OF MEETING
VALUE ADJUSTMENT BOARD
COLLIER COUNTY, FLORIDA
Notice is hereby given that the COLLIER COUNTY VALUE
ADJUSTMENT BOARD (VAB) will conduct its final meeting for
the 2023 Tax Year on March 22, 2024, at 9:00 A.M. in the
County Commission Boardroom, 3299 Tamiami Trail East, 3rd
Floor, Naples, Florida. In addition, the VAB will review and adopt
Special Magistrate Recommendations, certify real property and
tangible personal property tax rolls for 2023, review current
legislative bills affecting the VAB process, recap the process for
2023, hear public comment and discuss other related issues
at the suggestion or request of the Chairman, Staff or Board
members prior to or during the meeting.
If a person decides to appeal a decision made by the VAB with
respect to any matter considered at this meeting, a record of
the proceeding will be needed for such purpose, and such
person will need to ensure that a verbatim record of the
proceeding is made, to include the testimony and evidence
upon which any such appeal is to be based.
If you are a person with a disability who needs any
accommodation in order to participate in this proceeding, please
contact the Facilities Management Division at (239) 252-8380,
located at 3335 Tamiami Trail East, Naples, FL 34112.
VALUE ADJUSTMENT BOARD
COLLIER COUNTY, FLORIDA
BURT SAUNDERS, CHAIRMAN
CRYSTAL K. KINZEL, CLERK
By: Merline Forgue; Deputy Clerk
(SEAL) ND-38906541
Collier County 2023 VAB Contact Information
Legal Counsel
PI MONEW—ROMMENNIF--
Attorney
Holly E. Cosby,
Es
Nor —
239-931-0006
holly_(a),cosbylaw.com
BCCRep. Chair
Commissioner (District 3)
Burt Saunders, Esq
239-252-8603
burt.saundersgcolliercount�fl.gov
BCCRep. Co -Chair
Commissioner (District 4)
Dan Kowal
239-252-8604
dan.kowalAcolliercountyfl.gov
BCC Alternate
Commissioner (District 5)
William McDaniel
239-252-8605
bill.mcdanielgcolliercountyfl.gov
BCC Alternate
Commissioner (District 2)
Chris Hall
239-252-8602
chris.halWcolliercouMfl.gov
BCC Alternate
Commissioner (District 1)
Rick LoCastro
239-252-8601
rick.locastrogcolliercountyflgo6MEN
Collier County
School Board
School Board Member
(District 4)
Erick Carter, Chair
239-377-0485
OEL�-
carteelgcollierschools.com
Alternates
School Board Member
(District 1)
Jerry Rutherford
239-377-0489
jerry.rutherfordgcollierschools.com
School Board Member
(District 2)
Stephanie
Lucarelli
239-377-0485
lucarsAcollierschools.com
School Board Member
(District 3)
Kelly Lichter
239-377-0491
Kelly.lichter(cr�,collierschools.com
School Board Member
(District 5)
Tim Moshier
239-377-0488
Timothy.moshierkcollierschools.com
Staff
Citizen Members
Director of Community
Engagement
Homestead
Lisa Morse
Rebecca Earney
239-377-0219
608-633-5915
morsel 1 gcollierschools.com
raeamey@gmail.com
Alternate Homestead
Jill Rosenfeld
201-540-9844
jillfrosenfeldggmail.com
Business
Ron Kezeske
239-963-5063
ronkezeske(a,=ail.com
VAB Special
Magistrates
Attorney Special
Magistrate
Ellen Chadwell
239-249-3560
ellen&chadwelllaw.com
Attorney Special
Magistrate
Joseph Haynes
Davis
407-839-3725
Joseph.Davis(&jhdlaw.com
Commercial/Residential
Appraiser Sp. Magistrate
Lorraine Dube
239-566-8848
dube5757(kyahoo.com
Commercial/Residential
Appraiser Sp. Magistrate
Michael P. Jonas
239-936-1991
mjonas(kcalsonnorris.com
e
Tangible Personal
Property Sp. Magistrate
Mario De La
Guardia
954-905-9946
mariogassetappraisalsolutions.com
General Appraiser &
Tangible Personal Property
Sp. Magistrate
Steven L. Nystrom
813-963-3510
Ustromgnewstreamcompanies.com
Residential Appraiser
Sp. Magistrate
Maxim Antonov
646-330-2637
maxappraiser(cr =ail.com
Commercial/Residential
Appraiser Sp. Magistrate
Philicia Lloyd
917-804-3007
phil@lloydres.com
Clerk to the VAB
Clerk of the Circuit Courts
and Comptroller
Crystal Kinzel
239-252-8437
crystal.kinzel&collierclerk.com
Director of Finance BMR
NAB
Derek Johnssen
239-252-7863
derek.johnssen(&collierclerk.com
Item #2
2. Agenda and Minutes
A. Approval of today's agenda (motion needed)
B. Approval/Acceptance of Minutes from August 7, 2023, VAB Organizational
Meeting. (motion needed)
August 7, 2023
TRANSCRIPT OF THE MEETING OF THE
VALUE ADJUSTMENT BOARD
Naples, Florida, August 7, 2023
LET IT BE REMEMBERED, that the Value Adjustment Board,
in and for the County of Collier, met on this date at 9:00 a.m., in
REGULAR SESSION in Building "F" of the Government Complex,
East Naples, Florida, with the following members present:
MEMBERS PRESENT:
Dan Kowal, County Commission Member
Rebecca Earney, Homestead Citizen Member
Erick Carter, School Board Member Jill
Ron Kezeske, Business Citizen Member
Jill Rosenfeld, Alt. Homestead Citizen Member
Burt Saunders, County Commission Member (Absent)
COUNSEL TO THE BOARD
Holly E. Cosby, Esq.
THE PROPERTY APPRAISER'S OFFICE
Jennifer Blaje
Annabel Ybaceta
THE CLERK'S OFFICE
Crystal K. Kinzel, Clerk of the Circuit Court & Comptroller
Derek Johnssen
Marty Rustin
Page 1
August 7, 2023
CHAIRMAN KOWAL:
Adjustment Board to order.
Bring this meeting of the Value
If we go ahead and start with roll call.
MS. COSBY: If everybody would state their name for the
record.
HOMESTEAD MEMBER ROSENFELD: Hi. Jill Rosenfeld,
the alternate homestead member.
HOMESTEAD MEMBER EARNEY: Rebecca Earney, the
homestead member.
CHAIRMAN KOWAL: Commissioner Dan Kowal.
BUSINESS MEMBER KEZESKE: Ron Kezeske, business
member.
SCHOOL BOARD MEMBER CARTER: Erick Carter, Collier
County Public School, District 4.
MS. COSBY: I'm Holly Cosby, Value Adjustment Board
counsel.
If we would please stand for the Pledge.
(The Pledge of Allegiance was recited in unison.)
CHAIRMAN KOWAL: All right. Do we have a quorum
established?
MS. COSBY: Yes, we do. Pursuant to Florida Statute
194.015, we do have quorum here today, and I will advise for the
record that the -- I've reviewed the affidavit of publication for this
meeting. I find it sufficient to proceed.
CHAIRMAN KOWAL: Okay, then.
MS. COSBY: And moving on to -- I will just advise for the
record that the executive summary for Item 2 has a link to the
Department of Revenue website. It also has a link to the Florida
Administrative Code 12D-9.013, and it also contains contact
information for each board member.
If I can ask the board members to please look at that contact
Page 2
August 7, 2023
information sheet really quickly, just --
BUSINESS MEMBER KEZESKE: Can we get our screens
unlocked?
MS. COSBY: Oh. Here's what I'll do. I have it printed.
BUSINESS MEMBER KEZESKE: Perfect.
MS. COSBY: I will bring it to each of you and just ask you to
confirm on the record.
CHAIRMAN KOWAL: That's correct.
MS. COSBY: Thank you. If we can please let the record
reflect that each board member did review the contact information
sheet. All of their contact information is correct.
Moving on to No. 4, please. We need to appoint a VAB
chairman, our chairperson. The chairperson must be a member of
the County Commission. So we need to entertain a motion to
appoint Commissioner Kowal.
SCHOOL BOARD MEMBER CARTER: I motion Dan
Kowal.
CHAIRMAN KOWAL: We have a motion. Do we have a
second?
BUSINESS MEMBER KEZESKE: I'd like to second.
CHAIRMAN KOWAL: We have a second.
SCHOOL BOARD MEMBER CARTER: That's why Burt
didn't show up today.
CHAIRMAN KOWAL: All in favor?
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
MS. COSBY: Okay. Commissioner Kowal, and, sir, Chair,
you now can appoint a vice chair, and they can be any member.
Page 3
August 7, 2023
CHAIRMAN KOWAL: Mr. Carter.
SCHOOL BOARD MEMBER CARTER: All right.
MS. COSBY: It's done.
SCHOOL BOARD MEMBER CARTER: Turnabouts fair
play, right?
MS. COSBY: Okay. Okay. Commissioner, do you want me
to move through these, or do you want to take over the agenda and
call motions?
CHAIRMAN KOWAL: I feel comfortable with you moving
forward, and we'll --
MS. COSBY: Okay. All right. Moving on to No. 5, we need
a motion to approve today's agenda.
SCHOOL BOARD MEMBER CARTER: I motion to approve.
HOMESTEAD MEMBER EARNEY: Second.
MS. COSBY: Okay.
CHAIRMAN KOWAL: All in favor, say aye.
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
MS. COSBY:
(No response.)
MS. COSBY:
Those opposed?
Motion carries.
Okay. Moving forward to No. 6, we have a recommendation to
reaffirm Resolution 2023-01, the appointment of myself, VAB legal
counsel, for the VAB tax year 2023, and included in No. 6, you have
an executive summary. You have a Resolution 23-01. You have a
copy of my contract and the extension and my insurance certificates.
CHAIRMAN KOWAL: Do we have a motion?
SCHOOL BOARD MEMBER CARTER: Motion to approve.
August 7, 2023
CHAIRMAN KOWAL: And a second?
HOMESTEAD MEMBER EARNEY: Second.
CHAIRMAN KOWAL: I have a motion and a second. All in
favor?
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
MS. COSBY: Motion carries.
Okay. Moving on to No. 7, we have a recommendation by the
VAB administration to reaffirm, by Resolution 2023-02, the
appointment of VAB special magistrates for the tax year of 2023.
And I'll advise for the record that in 7A you have an executive
summary, a link to Florida Statute 194.035. You have a resolution,
and that's on Page 44, which is 23-002 [sic], which does list out the
five magistratesrnd their contracts are -- there are four
contracts -- five contracts. They are starting from Page 45 going
through Page 76. Those magistrates were appointed last year. We
are just ratifying their appointment again for this current year.
CHAIRMAN KOWAL: Okay. Do I have a motion on the
approval?
SCHOOL BOARDMEMBER CARTER: Motion to approve.
BUSINESS ME R KEZESKE: Second.
CHAIRMAN KOWAL: I have a motion and a second. All in
favor, say aye.
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
Page 5
August 7, 2023
CHAIRMAN KOWAL: It passes unanimously.
MS. COSBY: Good.
Moving on to Item 7B. So last year we had 1,216 petitions. It
was double the amount of petitions that we had from the previous
year. It was a heavy load on our magistrates. It was not
anticipated. So at the final meeting last year, I recommended that
the VAB appoint a few additional magistrates in order to pick up on
that load, especially if we have the same amount of petitions or more.
And so after seeking some solicitations for those appointments,
we had three responses. We had three responses: From Steve
Nystrom, who -- he's a magistrate throughout the state, and he is
actually qualified to hear residential, commercial, and tangible
matters. So he can hear everything but legal; and then we had a
response from Maxim Antonov, which he can hear residential
matters; and then Philicia Lloyd, and she can hear
matters -- commercial and residential value matters.
And so we believe that this will help with our current magistrate
roster in alleviating the load a little bit and in getting petitions heard
in a timely manner.
I've reviewed all three of their submission packets. I can advise
that they're all qualified to serve. I have worked with Mr. Nystrom
before. I don't have any experience with Mr. Antonov or Ms. Lloyd,
but they are magistrates in other counties, so they do have
experience, and they are qualified. And they -- if approved today,
they will sign the Contract 2022-8013 that was previously approved
by the Board that has been signed by Magistrates Dube, Jonas, and
De La Guardia.
And I will advise, for the record also, there's no fiscal impact in
these appointments at all. It's only if they hear petitions, and it
would be the same fiscal impact whether these people hear petitions
or the five that were previously appointed to hear petitions. This just
August 7, 2023
gives a little bit more assistance throughout process.
CHAIRMAN KOWAL: Safety blanket --
MS. COSBY: Yes, sir.
CHAIRMAN KOWAL: -- moving forward if the numbers
increase?
MS. COSBY: Absolutely.
CHAIRMAN KOWAL: All right. We need a motion on that,
I assume?
MS. COSBY: Yes, please.
CHAIRMAN KOWAL: Do I have a motion?
SCHOOL BOARD MEMBER CARTER: Motion to approve.
BUSINESS MEMBER KEZESKE: Second.
CHAIRMAN KOWAL: And I have a second. I have a motion
and a second. All in favor, say aye.
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
CHAIRMAN KOWAL: It passes unanimously.
MS. COSBY: Thank you.
Moving on to No. 8, we need to approve and accept the minutes
from the 2022 Value Adjustment Board final meeting which was held
on April 17th. 2023.
CHAIRMAN KOWAL: Can I have a motion?
SCHOOL BOARD MEMBER CARTER: I motion to approve.
BUSINESS MEMBER KEZESKE: Second.
CHAIRMAN KOWAL: I have a motion and a second. All in
favor, by aye?
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
Page 7
August 7, 2023
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
CHAIRMAN KOWAL: Approves.
MS. COSBY: Okay, thank you.
Moving on to Item 9. This is informational only, but this has to
do with the Value Adjustment Board training for Department of
Revenue.
I can advise at this time the training's not available yet, but once
it is available, I will take the training and pass the exam, as I
normally do, and we will ensure that all the magistrates also take the
training and -- prior to them hearing hearings here in Collier County.
Moving on to No. 10, my report on general business references.
I will -- this is pretty long, so we'll go through it as quickly as I can,
and I will try to keep speaking slowly.
I OA, you have a -- it is on Page 167 through 169 -- is a general
overview of Value Adjustment Board role in the Florida property tax
system including a process for complaints and the newly adopted
legislative changes that affect the VAB process.
Item IOB, we do need to approve Resolution 2023-04 relating to
the adoption of internal operating procedures to supplement Chapter
12D-9 in the Florida Administrative Code, and I will explain.
Under IOB, you have an executive summary that sets forth the
rules with regards to those local procedures. You have the
Resolution 2023-04. On Page 173 through 174, we have some local
evidence procedures, and that's where I will call on the Property
Appraiser's Office really quickly. I spoke with them before the
meeting to advise that I will be asking this. And I'm going to get to
it so that I can read the -- oh, my gosh. This mouse is -- there we go.
I apologize for the delay.
Okay. It starts on Page 168, and these are our evidence upload
August 7, 2023
policies, and what it states is, subject to the Property Appraiser's
express consent, which consent shall be provided in writing on an
annual basis. So I'll be following up with an email after this
meeting. Any evidence uploaded by the petitioner into the VAB
Axia system may be admissible during a corresponding hearing so
long as the evidence is uploaded into Axia at least 15 days, calendar
days, prior to the corresponding hearing, so long as the Property
Appraiser has no other valid objections to that evidence. And
consent may be reasonably withheld by the Property Appraiser by
advising so in writing.
The uploading of that petitioner evidence will not commence the
evidence exchange process. That still must be followed by the
petitioner.
And the rest of it is Value Adjustment Board administration
requirements as far as how they must upload that evidence into Axia
or provide evidence to the VAB prior to a hearing.
So at this t e I nt to make sure the Property Appraiser has
no objections with these local policies and procedures.
MS. YBACETA: No objections.
MS. COSBY: Thank you.
And, again, I will follow up after the meeting in writing.
And at this point, we need an approval of this -- oh, the
third -- and the other -- the other local policies and procedures are
telephonic hearing policies and procedures. Prior to COVID, we
didn't have any of this and, then, of course, COVID kind of forced
some permitted remote hearings and, from there, it just became a
regular part of business. There's times when people are ill and they
don't want to reschedule their hearing or they can stay where they are
but still have their hearing held at the same time but remotely. We
should be able to do that. As long as we have the equipment to
provide that service, we should do that. And so we created some
August 7, 2023
local policies and procedures for that process that are not addressed
in the Florida Administrative Code or the statutes, but they do not
conflict in any way.
So we need to adopt Resolution 2023-04 permitting these two
local policies and procedures and the forms that accompany them.
CHAIRMAN KOWAL: For Item IOB, I need a motion.
SCHOOL BOARD MEMBER CARTER: I motion.
CHAIRMAN KOWAL: And a second?
HOMESTEAD MEMBER EARNEY: Second.
CHAIRMAN KOWAL: Okay. I have a motion and a second.
All in favor, say aye.
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
MS. COSBY: Okay. Moving on to IOC. We have a
recommendation to designate myself, legal counsel, to determine
good cause for the late filed petitions and rescheduled hearings. So I
will read this recommendation: To designate the VAB legal counsel
to determine good cause for late filed petitions for the 2023 tax year
and to designate VAB clerk to determine good cause for
rehearing -- reschedules for the 2023 tax year with my guidance.
With regards to this designation, it permits myself and the VAB
clerk and VAB administration to request additional and supplemental
information from petitioners and/or the Property Appraiser when
needed for thorough good cause reviews for late filed petitions and
for reschedules of hearings.
And I will amend this by advising that administration has
recently requested that I perform those good cause reschedule matters
as well. So I pretty much handle everything, but we want
Page 10
August 7, 2023
administration to have the right to do that, too, in the event that they
can do so quickly if I'm absent or something and there's an
emergency.
CHAIRMAN KOWAL: Okay. So Item IOC, Subsection 1 --
MS. COSBY: Yes, sir.
CHAIRMAN KOWAL: -- do I have a motion?
SCHOOL BOARD MEMBER CARTER: Motion.
BUSINESS MEMBER KEZESKE: Second.
CHAIRMAN KOWAL: I have a motion and a second. All in
favor, say aye.
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
Moving on.
MS. COSBY: Moving on to IOD, we have a recommendation
to adopt Resolution 2023-05 for VAB petition filing fee.
CHAIRMAN KOWAL: Do I have a motion?
SCHOOL BOARD MEMBER CARTER: Motion.
CHAIRMAN KOWAL: And --
HOMESTEAD MEMBER EARNEY: Second.
CHAIRMAN KOWAL: And I have a second. I have a motion
and a second. All in favor, say aye.
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
MS. COSBY: Moving on to I OE, we need a motion to approve
the DOR Form DR-488p, one for real property and one for tangible
Page 11
August 7, 2023
property. This is an initial certification of the tax roll.
CHAIRMAN KOWAL: Do I have a motion?
SCHOOL BOARD MEMBER CARTER: Motion to approve.
BUSINESS MEMBER KEZESKE: Second.
CHAIRMAN KOWAL: I have a motion and a second. All in
favor, say aye.
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
MS. COSBY: Moving on to IOF, we request approval for the
destruction of VAB records in accordance with the General Records
Schedule GS 1-SL for the 2017 VAB records, and within that you
have an executive summary, you have information with regards to
Florida Administr ode 1 B-24 and 12D-9.034 and additional
resources, and we wil ise that if anything is in litigation from that
tax year, if it's still in litigation, we will not be destroying those
records.
CHAIRMAN K AL: Okay. Do I have a motion?
SCHOOL BOARD MEMBER CARTER: Motion to approve.
BUSINESS MEMBER KEZESKE: Second.
CHAIRMAN KOWAL: I have a motion and a second. All in
favor, say aye.
HOMESTEAD MEMBER ROSENFELD: Aye.
HOMESTEAD MEMBER EARNEY: Aye.
CHAIRMAN KOWAL: Aye.
BUSINESS MEMBER KEZESKE: Aye.
SCHOOL BOARD MEMBER CARTER: Aye.
MS. COSBY: Moving on to Item G, this is information -- IOG.
This is information only, but I will advise for the record that these
Page 12
August 7, 2023
resources are present here in the room, and they are also on the
VAB's -- the Clerk's VAB website, and those resources are as
follows: Florida Government in the Sunshine Manual; Florida
Administrative Code, Chapter 12D-9; Department of Revenue VAB
forms; Florida Administrative Code, Chapter 12D-10; Florida
Administrative Code, Chapter 12D-51.001; 12D-51.002;
12D-51.003; the Uniform Policies and Procedures Manual and other
legal resources and reference materials; information for taxpayers
regarding Florida property tax system and the Value Adjustment
Board process and a Florida property tax brochure; and then Florida
Statutes, Chapters 119, 286, 192, 193, 194, 195, and 196. That
concludes IOG.
Moving onto IOH, also for informational purposes only. This
is the 2022 VAB expense report, and that has -- we are providing that
because that will give you an idea of what our 2023 budget might
look like, and this also gives you some statistics with regards to
petitions filed from Years 2017 through 2022. So 2017, we had 561
petitions; 2018, 623. It continuously steadily increases. Then in
2021 we have 607, and then last year, 1,216.
Does anybody have any questions with regards to any of those
items?
CHAIRMAN KOWAL: Any questions?
(No response.)
MS. COSBY: Moving on to I IA, this provides you with a list
of important dates. So at this point, from what we have from the
Property Appraiser's Office, it appears that TRIM notices will be
mailed on August 14th; is that still correct?
MS. YBACETA: That's correct.
MS. COSBY: Okay. And if TRIM notices are, indeed, mailed
on August 14th, then the deadline to file petitions with the Value
Adjustment Board would be Friday, September 8th by 5:00 p.m.
Page 13
August 7, 2023
And then on page -- on Page 307 of your packet, you have a
tentative schedule for special magistrate hearings that stems three
through four pages.
And then, finally, we have the proposed -- we have some
proposed dates for the final meeting. And, of course, we're going
into 2024. Would the Board like to discuss those now, or would you
just like administration to reach out to your offices to confirm those
dates?
SCHOOL BOARD MEMBER CARTER: Discuss them now.
HOMESTEAD MEMBER EARNEY: Confirm the dates.
CHAIRMAN KOWAL: Okay.
MS. COSBY: You want administration to reach out to confirm
that dates?
CHAIRMAN KOWAL: Yes.
MS. COSBY: I will make sure that they know to do that.
But those tentative dates are March 1 Ith, March 25th, April 8th,
and/or April 22nd, and I'm available for all of those dates so far.
Okay. Does the Board have any questions or concerns with
regards to that?
CHAIRMAN KOWAL: Any questions or concerns?
SCHOOL BOARD MEMBER CARTER: No.
CHAIRMAN KOWAL: Thank you.
MS. COSBY: All right. We have Item 12A. Then moving
on to Item 12, 12A. I need to bring the Board up to speed on
Mr. Varie who, if you remember, appeared at the final meeting, and
he spoke during public comment. He was not happy about the
outcome of his Value Adjustment Board petition.
He spoke here at the meeting. He had been sending
correspondence between himself and VAB administration at that time
and the Department of Revenue at that time. And we provided the
VAB with everything that we had received up to that moment.
Page 14
August 7, 2023
I will clarify that the Friday prior to the April 17th meeting, so
that would have been April 14th, at 4:00 p.m., I received an email
from the Department of Revenue. And I had to move mountains and
clear my schedule in order to respond to that in order to provide that
information to you Monday morning. So I did that, but it was
impossible to provide that information to administration in time for
them to get it up on the website and part of the digital agenda.
So what happened was I responded to the DOR correspondence,
Department of Revenue correspondence, directly, and then
administration had already gone home. It was Friday. So I got it to
them after 5:00 p.m. and said, please, when you get in Monday
morning, print this to hand to the Board members, and they did so.
So each of you received in writing print what we had -- what I
had done that Friday evening, and there was no way around this. It
was 4:00 p.m. I did the best I could. Administration did the best
they could. But you did receive that correspondence.
Mr. Varie's claim was that you didn't receive it. I will assure
for the record again that you did.
Post that meeting, Mr. Varie has reached out again to the
Department of Revenue and several other offices, including
Commissioner Saunders' office, and so all of that correspondence is
also included in this packet. It ranges from Pages 317 to 612. So
it's about a third of this packet.
There's a lot of correspondence, but I want to make sure that the
Board knows that I have provided everything today that I have
received to date. And I will also advise, for the record, that
Mr. Varie has filed litigation with the Circuit Court to contest the
outcome of his petition.
I can advise you, for the record, the Value Adjustment Board is
not included as a party in that -- in that litigation. They shouldn't be.
It's petitioner, actually, just -- the petitioner sues the Property
Page 15
August 7, 2023
Appraiser. That's proper. The VAB would only be sued if we did
something improper. But the law is clear the VAB cannot be part of
that litigation, so we are not included. But that is part of litigation.
And if anybody on the Board has anything else to add to 12A at this
time, I would like to invite them to do so.
SCHOOL BOARD MEMBER CARTER: Yeah. I would like
to add Mr. Varie has also emailed me unbeknownst -- I didn't know I
should have sent it to you. I will do that today. I will forward that
to you, so there will be more information added.
At this point, because it is in litigation, is it advisable that the
Value Adjustment Board not correspond with Mr. Varie because of
litigation in fear of bringing the VAB into that litigation?
MS. COSBY: I believe it would be -- it's improper at this point
for us to do anything further. It is in litigation.
SCHOOL BOARD MEMBER CARTER: Okay.
MS. COSBY: But I appreciate you divulging that on the
record. No worries about not contacting me. You didn't know
you --
SCHOOL BOARD MEMBER CARTER: I'll get it forwarded
to you today.
MS. COSBY: Absolutely. And then I will make sure that the
Board receives any of that as well so that you -all have all the
information from Mr. Carter's office.
So, unfortunately, at this point that will not be able to be made
part of this agenda since this information is just coming out right
now. And no fault to Mr. Carter. He didn't know until this moment
that we had discussed Mr. Varie's information. So, yes, anything
that you've received, please forward my way. Thank you for that.
Does anybody have anything else, questions or concerns?
BUSINESS MEMBER KEZESKE: Litigation, at this point, is
the next natural step and avenue for Mr. Varie, so there is --
Page 16
August 7, 2023
SCHOOL BOARD MEMBER CARTER: Right.
MS. COSBY: Yes, sir.
BUSINESS MEMBER KEZESKE: -- no surprise on this,
really. I mean, this is just -- so he's actually following the procedure
he's supposed to be following?
MS. COSBY: Yes, sir. So the VAB is administrative, so
we're supposed to be the first step, or we could be. It doesn't have
to -- they don't have to come to the VAB before filing litigation, but
the VAB is the -- could be the first step to trying to work that out or
come to a resolution with the Property Appraiser's Office or get it
resolved with the Special Magistrate.
But if a petitioner/taxpayer is not happy with the results of the
VAB, the outcome of their VAB petition, then, yes, pursuant to
statute, they then must file litigation, and they have to do that within
60 days of their recommendation being finalized with the VAB. So
he had 60 days to do so from the final meeting.
SCHOOL BOARD MEMBER CARTER: Thank you for
pointing that out, Ron, because I don't -- you know, I'm not accusing
Mr. Varie of doing anything wrong.
BUSINESS MEMBER KEZESKE: Sure.
SCHOOL BOARD MEMBER CARTER: I just need to get the
information to the proper people.
MS. COSBY: Yes.
SCHOOL BOARD MEMBER CARTER: And, of course, he's
a constituent, so we wanted to try to help him as much as we can
when he was contacting me. And so -- but at this point that it's in
litigation, I think it's best that I stay out of it. Thank you.
MS. COSBY: Sure. Absolutely.
Anybody else have anything else that they want to ask about that
item?
CHAIRMAN KOWAL: No.
Page 17
I would just ask the rest of the
August 7, 2023
Board -- you know, I'm going to double-check myself, because I get a
ton of emails every day, and it may have been overlooked. But I'll
definitely check. And, anybody else, if you've received anything
from this gentleman, we'll make sure we get it to the counsel here,
and we can document it, so...
MS. COSBY: Okay. Absolutely. Thank you.
CHAIRMAN KOWAL: Thanks.
SCHOOL BOARD MEMBER CARTER: Thank you.
MS. COSBY: Thank you.
And I will also state for the record, he did contact
Mr. Commissioner Saunders' office, and I have all of that
information --
CHAIRMAN KOWAL: Sure.
MS. COSBY: -- and that is --
CHAIRMAN KOWAL: In today's packet?
MS. COSBY: -- in today's packet, yes.
CHAIRMAN KOWAL: In our 317 to 612 pages?
MS. COSBY: Yes, sir. Yes, sir.
CHAIRMAN KOWAL: All right.
MS. COSBY: Moving on to Item 12B, there is a compliance
review and things that I need to make sure I get in the record.
During the entire process, a lot of my job is making sure we stay in
compliance, and so at this point we are in compliance as much as we
can be, but there are a few things that we did not get in the verbatim
that I'd like to go ahead and get in the verbatim right now, and I will
try to get through this as quickly as I can without overwhelming our
court reporter.
So I would like to look to our citizen members and ask,
Ms. Earney, Mr. Kezeske, Ms. Rosenfeld, are any of you members or
employees of any taxing authority for the current VAB session?
HOMESTEAD MEMBER ROSENFELD: No.
I
August 7, 2023
HOMESTEAD MEMBER EARNEY: No.
BUSINESS MEMBER KEZESKE: No.
MS. COSBY: Okay. They've responded in the negative.
I will also ask, are any VAB members going to be representing
governmental entities or taxpayers in any administrative or judicial
review of property taxes, meaning will any of you be representing
any taxpayers in a VAB proceeding or in the Circuit Court with
regards to property taxes?
HOMESTEAD MEMBER ROSENFELD: No.
HOMESTEAD MEMBER EARNEY: No.
CHAIRMAN KOWAL: No.
BUSINESS MEMBER KEZESKE: No.
SCHOOL BOARD MEMBER CARTER: No.
MS. COSBY: Okay. We have that response in that in the
negative.
Okay. I will advise for the record that the VAB is willing to
consider any written complaint filed with respect to a special
magistrate by any party or citizen.
I will advise for the record that all procedures and forms of the
Board or Special Magistrate are in compliance with Florida
Statute 194 and Florida Administrative Code 12D-9.
I will advise for the record that VAB local procedures are
ministerial in nature and are not inconsistent with governing statutes,
case law, Attorney General Opinions, or rules of the department.
I will advise for the record that there are three items that cannot
be completed at this time, and those items are as follows: Value
Adjustment Board has received the Department of Revenue training
and has passed the corresponding exam, and that's because the
training's not available. But once it is, I will complete the training,
and I will pass the exam. Last year I got a 98. So I'm aiming for
between 98 and 100 this year.
Page 19
August 7, 2023
The second item is that all appointed Special Magistrates have
received the Department of Revenue training and passed any exams,
if necessary, and the answer to that, again, is because their training's
not out. So as soon as it is out and available, we will require
magistrates to complete that training prior to hearing hearings here in
Collier County.
And, finally, every time a petition is scheduled for hearing in
Collier County, if the property for that petition, the parcel, falls
within a municipality, so the City of Naples or City of Marco Island,
whatever the "city," "town of," if there's anything incorporated, the
VAB is charged with also providing the notice of hearing to the CEO
of that municipality. That has not been done because no hearings
have been set yet. I don't even know if we have any petitions yet.
So as soon as petitions are received with properties that fall
within a municipality and those hearings are set, administration does
a really good job of making sure those notices go out to the CEO as
well. I keep up on that throughout the VAB process. And at the
end of these three items, I will make sure to bring this compliance
packet to you fully completed and ensure that we have been in
compliance throughout the VAB session.
And I'm just going to look through the rest of this really quickly
and make sure that I did not miss anything on the record. That is it.
That concludes my presentation for Item 12B.
CHAIRMAN KOWAL: All right. Do we have any public
comments today?
(No response.)
CHAIRMAN KOWAL: I don't appear to see any strange faces,
so I assume we don't.
Anybody on the Board have any comments at this time?
SCHOOL BOARD MEMBER CARTER: No comment.
CHAIRMAN KOWAL: No. Well, then I would say that this
Page 20
August 7, 2023
meeting is adjourned.
MS. COSBY: That's it.
CHAIRMAN KOWAL:
You're all right with that.
There being no further business for the good of the County, the
meeting was adjourned by order of the Chair at 9:29 a.m.
VALUE ADJUSTMENT BOARD
DAN KOWAL, VAB CHAIRMAN
ATTEST:
CRYSTAL K. KINZEL, CLERK
These minutes accepted by the Board on
as presented
or as corrected
TRANSCRIPT PREPARED ON BEHALF OF FORT MYERS
COURT REPORTING SERVICES, INC., BY TERRI L. LEWIS,
RPR, FPR, NOTARY PUBLIC/COURT REPORTER.
Page 21
Item #3
► 3. General Business Discussion
A. Updates from the Department of Revenue and/or the Current Session of the Florida
Legislature affecting VAB (Informational)
1). Department of Revenue — Property Tax Oversight and Florida Legislative
Session (2023) Proposed Bills (Informational)
Item #3A
(a) PTO Bulletin 23-03 — Restriction on County Special Assessments on Agricultural Lands
(b) PTO Bulletin 23-04 — Judicial Review After Value Adjustment Board (VAB) Decisions
(c) PTO Bulletin 23-05 — Changes to the Exemption for Certain Veterans, First Responders, and Surviving S
(d) PTO Bulletin 23-06 — Religious Exemption — Parsonages, Burial Grounds, and Tombs
(e) PTO Bulletin 23-07 — Educational Property Exemption
(f) PTO Bulletin 23-08 — Refund of Taxes for Residential Improvements Rendered Uninhabitable by a CataE
(g) PTO Bulletin 23-09 — Affordable Housing Property Exemption Nonprofit Land Lease
(h) PTO Bulletin 23-10 — Affordable Housing Property Exemption Newly Constructed Multifamily Proj ect
(1) PTO Bulletin 23-11 —Affordable Housing Property Exemption County and Municipal Ordinance
0) PTO Bulletin 23-12 — Assessment of Agricultural Equipment Rendered Unable to be Used Due to H
Property Tax Oversight Informational Bulletin PTO 23-03
Restrictions on County Special Assessments on August 25, 2023
FLORIDA Agricultural Lands
Section 1 of Chapter 2023-157, Laws of Florida (L.O.F.), amends section 125.01(1)(r), Florida
Statutes (F.S.). Effective July 1, 2023, a county may not levy special assessments on agricultural
lands classified under section 193.461, F.S., unless the revenue from such assessments has been
pledged for debt service and is necessary to meet obligations of bonds or certificates issued by
the county which remain outstanding on July 1, 2023, including refunds for debt service savings
where the debt's maturity is not extended. For bonds or certificates issued after July 1, 2023,
special assessments securing the bonds may not be levied on lands classified as agricultural
under s. 193.461, F.S.
This amendment to s. 125.01(1)(r), F.S., does not apply to residential structures and curtilage.
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Reference:
The full text of the law (chapter 2023-157, section 1, L.O.F, HB 7063), which revises s.
125.01(1)(r), F.S., is available at http://Iaws.flrules.org/2023/157
Implementing Date:
The law is effective July 1, 2023.
Property Tax Oversight Informational Bulletin
PTO 23-04
Judicial Review After Value Adjustment Board August 25, 2023
M ORIQ(VAB) Decisions
Effective July 1, 2023, Section 5 of Chapter 2023-157, Laws of Florida (L.O.F.), amends section
194.036(l)(b), Florida Statutes (F.S.) to increase the percentage and dollar amount threshold a
VAB's ruling must vary from the property appraiser's assessed value before the property
appraiser is permitted to file suit in circuit court.
If the property appraiser disagrees with the decision of the board, the property appraiser may
seek a de novo judicial review in circuit court if there is a variance from the property appraiser's
assessed value in excess of the following:
• 20 percent variance from any assessment of $250,000 or less;
• 15 percent variance from any assessment in excess of $250,000 but not in excess of $1
million;
• 10 percent variance from any assessment in excess of $1 million but not in excess of $2.5
million; or
• 5 percent variance from any assessment in excess of $2.5 million.
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Reference:
The full text of the law (chapter 2023-157, section 5, L.O.F., HB 7063), which amends s.
194.036(1)(b), F.S., is available at http://laws.flrules.org/2023/157.
Implementing Date:
The law is effective July 1, 2023.
I Property Tax Oversight Informational Bulletin
Changes to the Exemption for Certain Veterans,
FLORIDAFirst Responders, and Surviving Spouses
PTO 23-05
August 25, 2023
Section 6 of Chapter 2023-157, Laws of Florida (L.O.F.):
• Amends subsection 196.081(1)(b), Florida Statutes (F.S.), to change language to reflect
that certain veterans or their surviving spouses are "entitled to" a refund of property taxes
for property transferred between January 1 and November 1 of any year.
• Amends sections 196.081(3) and (4)(b), F.S., which clarify that certain veterans'
surviving spouses may transfer an exemption after a sale of the homestead property to his
or her new residence under certain conditions.
• Amends section 196.081(6)(b), F.S., and clarifies that a first responder's surviving spouse
may transfer an exemption after a sale of the homestead property to his or her new
residence under certain conditions.
Section 7 of Chapter 2023-157, Laws of Florida, states that amendments made by Section 6 of
Chapter 2023-157, L.O.F. to section 196.081. F.S., are remedial and clarifying in nature and do
not provide a basis for an assessment of any tax or create a right to a refund of any tax paid
before the date the act becomes a law.
Section 8 of Chapter 2023-157, Laws of Florida:
• Creates section 196.081(1)(b)2., F.S. to clarify that a veteran or his or her surviving
spouse, who meet certain conditions, are not required to currently receive the exemption
on another property in order to be entitled to a refund of property taxes paid for newly
acquired property between January 1 and November 1 of any year.
• Amends section 196.081(4), F.S. to remove the requirement that a deceased veteran who
died from service -connected causes while on active duty, be a permanent resident of
Florida on January 1 in the year the veteran died in order for the veteran's surviving
spouse to qualify for a homestead exemption.
• Amends section 196.081(6), F.S. to add the United States Government to the list of
qualified first responder employers and removes the requirement that a deceased first
responder who died in the line of duty be a permanent resident of Florida on January 1 in
the year the first responder died in order for the first responder's surviving spouse to
qualify for the homestead exemption.
• Amends section 196.081(6)(c) l ., F.S. to add federal law enforcement officers, as defined
in section 901.1505(1), F.S., to the definition of "first responders."
Section 9 of Chapter 2023-157, Laws of Florida, states that amendments made by section 8 to
section 196.081, F.S., first apply to the 2024 ad valorem tax roll.
Property Tax Oversight Informational Bulletin Page 2
Affected Rules and Forms:
Form DR-501, Original Application for Homestead and Related Tax Exemptions
Information about the status of the Department's rulemaking is available at
https://floridarevenue.com/rules
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Reference:
The full text of the law (chapter 2023-157, sections 6, 7, 8, and 9, Laws of Florida, HB 7063), is
available at http://laws.flrules.org/2023/157.
Implementing Date:
The law is effective July 1, 2023, for amendments to Section 6 of Chapter 2023-17 (ss.
196.081(1)(b), 196.081(3), 196.081(4)(b), and 196.081(6)(b) F.S.).
The amendments made by Section 8 to ss. 196.081(1)(b)2., 196.081(4), 196.081(6), and
196.081(6)(c)l., F.S., first apply to the 2024 ad valorem tax roll.
Property Tax Oversight Informational Bulletin
PTO 23-06
Religious Exemption — Parsonages, Burial August 25, 2023
FLORIDA Grounds, and Tombs
Section 10 of Chapter 2023-157, Laws of Florida (L.O.F.), creates subsection 196.196(6),
Florida Statutes (F.S.), providing that property used as a parsonage, burial grounds, or tomb and
owned by a house of public worship is used for a religious purpose.
Section 11 of Chapter 2023-157, L.O.F., states that the amendments to section 196.196, F.S., are
remedial and clarifying in nature and do not provide a basis for an assessment of any tax or
create a right to refund any tax paid prior to July 1, 2023.
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Reference:
The full text of the law (chapter 2023-157, sections 10 and 11, L.O.F., HB 7063), which amends
s. 196.196, F.S., is available at http://laws.flrules.org/2023/157.
Implementing Date:
The law is effective July 1, 2023.
Property Tax Oversight Informational Bulletin PTO 23-07
Educational Property Exemption August 25, 2023
FLORIDA
Effective July 1, 2023, Section 12 of Chapter 2023-157, Laws of Florida (L.O.F.), amends the
educational property exemption, section 196.198, Florida Statutes, to add that property used
exclusively for educational purposes is deemed owned by an educational institution if the
educational institution is a lessee that owns the leasehold interest in a bona fide lease for a
nominal amount per year having an original term of 98 years or more. Section 196.198, F.S.,
was also amended to add that land, buildings, and other improvements to real property used
exclusively for educational purposes are deemed owned by an educational institution if the
institution currently using the land, buildings, and other improvements for educational purposes
received the educational property exemption on the same property in any 10 consecutive prior
years.
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Reference:
The full text of the law (chapter 2023-157, section 12, Laws of Florida, HB 7063), which amends
s. 196.198, F.S., is available at http://laws.flrules.org/2023/157.
Implementing Date:
The law is effective July 1, 2023.
Property Tax Oversight Informational Bulletin PTO 23-08
Refund of Taxes for Residential Improvements August 25, 2023
FLR�DA Rendered Uninhabitable by a Catastrophic Event
Section 13 of Chapter 2023-157, Laws of Florida (L.O.F.), amends the following subsections of
section 197.319, Florida Statutes (F.S):
• Section 197.319(1)(e), F.S. Amended to define "postcatastrophic event just value" as the
just value of the residential parcel on January 1 of the year in which a catastrophic event
occurred, adjusted by subtracting the just value of the residential improvement on
January 1 of the year in which the catastrophic event occurred.
• Section 197.319(1)(f), F.S. Amended to define "residential improvement" as a residential
dwelling or house on real estate used and owned as a homestead as defined in s.
196.012(13), F.S., or as nonhomestead residential property as defined in s. 193.1554(1),
F.S.
• Section 197.319(1)(g), F.S. Amended to define "uninhabitable" as the loss of use and
occupancy of a residential improvement for the purpose for which it was constructed
resulting from damage to or destruction of, or from a condition that compromises the
structural integrity of, the residential improvement which was caused by a catastrophic
event.
• Section 197.319(2)(a), F.S. Amended to state a property owner must file an application
for refund of taxes paid for the year in which a catastrophic event occurs with the
property appraiser on a form prescribed by the Department of Revenue and furnished by
the property appraiser. The refund application is due by March 1 of the year following the
catastrophic event. The property appraiser may allow applications to be filed
electronically.
• Section 197.319(2)(b), F.S. Amended to add that the application for refund must describe
the catastrophic event. To determine uninhabitability, the application must be
accompanied by supporting documentation, including, but not limited to utility bills,
insurance information, contractors' statements, building permit applications, or building
inspection certificates of occupancy.
• Section 197.319(2)(d), F.S. Amended to state the property appraiser shall review the
refund application and determine if the applicant is entitled to a refund. No later than
April 1 of the year following the date the event occurred, the property appraiser must:
o notify the applicant if the property appraiser determines the applicant is not
entitled to receive a refund. If the property appraiser determines the applicant is
not entitled to a refund, the applicant may file a petition with the value adjustment
board requesting the refund be granted. The petition must be filed with the value
adjustment board on or before the 301h day following the issuance of the notice by
the property appraiser.
o issue an official written statement to the tax collector and applicant if the property
appraiser determines the applicant is entitled to a refund within 30 days after the
Property Tax Oversight Informational Bulletin Page 2
determination but no later than by April 1 of the year following the date on which
the catastrophic event occurred.
• Section 197.319(3)(a), F.S. Amended to state that upon receipt of the written statement
from the property appraiser, the tax collector shall calculate the damage differential and
process a refund for property taxes already paid.
• Section 197.319(3)(b), F.S. Amended to state that if the property taxes for the year in
which the event occurred are not paid, the tax collector must process a refund in an
amount equal to the catastrophic refund event refund only upon receipt of timely payment
of property taxes for the year in which the event occurred.
Subsections 197.319(6) and 197.319(7), F.S., are created:
• Subsection 197.319(6), F.S., states that for purposes of section 197.319, F.S., a
residential improvement that is uninhabitable has no value.
• Subsection 197.319(7), F.S., states the catastrophic event refund is determined only for
purposes of calculating tax refunds for the year in which the residential improvement is
uninhabitable because of a catastrophic event and does not determine a parcel's just
value as of January 1 of any subsequent year.
Section 14 of Chapter 2023-157, Laws of Florida, states that amendments made by section 13 to
section 197.319, F.S., first apply to the 2024 tax roll.
Affected Rules and Forms:
Form DR-465, Application for Catastrophic Event Tax Refund
Information about the status of the Department's rulemaking is available at
https://floridarevenue.com/rules.
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Reference:
The full text of the law (chapter 2023-157, sections 13 and 14, Laws of Florida, HB 7063), is
available at http://laws.flrules.org/2023/157.
Implementing Date:
The law is effective January 1, 2024.
Property Tax Oversight Informational Bulletin
PTO 23-09
Affordable Housing Property Exemption August 29, 2023
FLORIDA Nonprofit Land Lease
Effective January 1, 2024, Section 8 of Chapter 2023-17, Laws of Florida (L.O.F.), enacts
subsection 196.1978(1)(b), Florida Statutes (F.S.), to create an ad valorem property tax
exemption for land owned by a nonprofit and leased for predominant use as affordable housing.
The new subsection provides that land is exempt from ad valorem taxation if it meets the
following requirements:
• The land is owned entirely by a nonprofit entity that is a corporation not for profit,
qualified as charitable under s. 501(c)(3) of the Internal Revenue Code and in compliance
with Rev. Proc. 96-32, 1996-1 C.B. 717; and,
• The land is leased for a minimum of 99 years for the purpose and predominant use of
providing housing to persons or families meeting the extremely -low-income, very -low-
income, low-income, or moderate -income limits specified in s. 420.0004, F.S.
Land is predominantly used for qualifying purposes if the square footage of the improvements on
the land used to provide qualifying housing exceeds 50% of the square footage of all
improvements on the land.
Affected Rules and Forms:
The following forms will be affected by the law change:
o Form DR-504AFH, Ad Valorem Tax Exemption Application and Return for Multifamily
Project and Affordable Housing Property
o Form DR-403EB, The 20XXAd Valorem Assessment Rolls Exemption Breakdown of
County, Florida
o Form DR-403V, The 20XXRevised Recapitulation of the Ad Valorem Assessment Roll
Value Data
o Form DR-489EB, The 20XXAd Valorem Assessment Rolls Exemption Breakdown of
County, Florida
o Form DR-489V, The 20XXPreliminary Recapitulation of the Ad Valorem Assessment
Roll Value Data
Information about the status of the Department's rulemaking is available at
https://floridarevenue.com/rules.
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Property Tax Oversight Informational Bulletin page 2
Reference:
The full text of the law (chapter 2023-17, section 8, L.O.F., SB 102), which amends s. 196.1978,
F.S., is available at http://laws.flrules.org/2023/17.
Implementing Date:
The law is effective January 1, 2024. The exemption first applies to the 2024 tax roll and is
repealed on December 31, 2059.
Properly Tax Oversight Informational Bulletin
PTO 23-10
Affordable Housing Property Exemption August 29, 2023
FLORIDA Newly Constructed Multifamily Project
Overview
Effective January 1, 2024, Section 8 of Chapter 2023-17, Laws of Florida (L.O.F.), enacts
subsection 196.1978(3), Florida Statutes (F.S.), to create an ad valorem tax exemption for
portions of a property with rent -restricted units within newly constructed affordable housing
multifamily projects.
Exemption Requirements
Portions of property in a multifamily project are considered to be used for a charitable purpose
and are eligible to receive an ad valorem property tax exemption if they:
• Provide affordable housing to persons or families meeting specified income limitations.
• Are within a newly constructed multifamily project containing more than 70 units
dedicated to housing persons or families meeting specified income limits. "Newly
constructed" is defined as an improvement to real property substantially complete within
five years before the date of an applicant's first submission of a request for certification
or an application for exemption pursuant to s. 196.1978(3), F.S., whichever is earlier.
• Are rented for an amount not exceeding the amount specified by the most recent
multifamily rental programs income and rent limit chart posted by the Florida Housing
Finance Corporation (FHFC), derived from the Multifamily Tax Subsidy Projects Income
Limits published by the United States Department of Housing and Urban Development or
90% of the fair market value rent determined by a rental market study meeting the
requirements of s. 196.1978(3)(m), F.S., whichever is less.
• Obtain a certification notice from FHFC certifying the property meets the eligibility
requirements.
Exemption Amounts
Properties applying for this exemption can either be 75% exempt or 100% exempt depending on
the annual household income of the person or family living in the unit.
75% Exempt
• Annual household income is greater than 80 percent but not more than 120 percent of the
median annual adjusted gross income for households within the metropolitan statistical
area or, if not within a metropolitan statistical area, within the county in which the person
or family resides, must receive an ad valorem property tax exemption of 75 percent of the
assessed value.
100% Exempt
• Annual household income does not exceed 80 percent of the median annual adjusted
gross income for households within the metropolitan statistical area or, if not within a
metropolitan statistical area, within the county in which the person or family resides, is
exempt from ad valorem property taxes.
Property Tax Oversight Informational Bulletin page 2
How to Apply
This exemption must be applied for on a form prescribed by the Department of Revenue by
March 1 each year, beginning in 2024. The application must be accompanied by a certification
notice from the FHFC to the property appraiser. The property appraiser shall review the
exemption application and determine if the applicant is entitled to an exemption. A property
appraiser may grant an exemption only for a property for which the FHFC has issued a
certification notice.
Property receiving the county and municipal affordable housing exemption pursuant to s.
196.1979, F.S. is not eligible for this exemption.
Affected Rules and Forms:
The following forms will be affected based on the law change:
o Form DR-504AFH, Ad Valorem Tax Exemption Application and Return for Multifamily
Project and Affordable Housing Property
o Form DR-403EB, The 20XXAd Valorem Assessment Rolls Exemption Breakdown of
County, Florida
o Form DR-403V, The 20XXRevised Recapitulation of the Ad Valorem Assessment Roll
Value Data
o Form DR-489EB, The 20XXAd Valorem Assessment Rolls Exemption Breakdown of_
County, Florida
o Form DR-489V, The 20XXPreliminary Recapitulation of the Ad Valorem Assessment
Roll Value Data
Information about the status of the Department's rulemaking is available at
https://floridarevenue.com/rules.
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Reference:
The full text of the law (chapter 2023-17, section 8, L.O.F., SB 102), which amends s. 196.1978,
F.S., is available at http://laws.flrules.org/2023/17.
Implementing Date:
The law is effective January 1, 2024. The exemption first applies to the 2024 tax roll and is
repealed December 31, 2059.
Property Tax Oversight Informational Bulletin
PTO 23-11
Affordable Housing Property Exemption August 29, 2023
FLORIDA County and Municipal Ordinance
Overview
Effective July 1, 2023, Section 9 of Chapter 2023-17, Laws of Florida (L.O.F.), enacts section
196.1979, Florida Statutes (F.S), to create the county and municipal ordinance exemption for
affordable housing property. The board of county commissioners or governing body of a
municipality may adopt an ordinance to exempt portions of property used to provide affordable
housing that meet the requirements of s. 196.1979, F.S.
Exemption Requirements and Amounts
Portions of property used to provide affordable housing must:
• Be used to house persons or families whose annual household income:
o Is greater than 30 percent but not more than 60 percent of the median annual
adjusted gross income for households within the metropolitan statistical area or, if
not within a metropolitan statistical area, within the county in which the person or
family resides. The exemption amount that the ordinance may grant is up to 75%
of the assessed value of each residential unit used to provide affordable housing if
less than 100% of the multifamily project's residential units are used to provide
affordable housing meeting the requirements of s. 196.1979, F.S., or;
o Does not exceed 30 percent of the median annual adjusted gross income for
households within the metropolitan statistical area or, if not within a metropolitan
statistical area, within the county in which the person or family resides. The
exemption amount that the ordinance may grant is up to 100% of the assessed
value if 100% of the multifamily project's residential units are used to provide
affordable housing meeting the requirements of s. 196.1979, F.S.
• Be within a multifamily project containing 50 or more residential units and 20% of those
units must be used to provide affordable housing meeting the requirements of s.
196.1979, F.S.
• Rent for no more than the amount specified by the most recent multifamily rental
programs income and rent limit chart posted by the Florida Housing Finance Corporation
and derived from the Multifamily Tax Subsidy Project Income Limits published by the
United States Department of Housing and Urban Development, or rent for no more than
90 percent of the fair market value rent as determined by the rental market study meeting
the requirements of s. 196.1979(4), F.S., whichever is less.
• Not have been cited for code violation on three or more occasions in the past 24 months
before applying and must not have any cited code violations that haven't been properly
remedied before submission and must not have any unpaid fines or charges related to the
Property Tax Oversight Informational Bulletin page 2
code violations. However, payment of outstanding fines or charges before a final
determination will not act to exclude the property from qualifying.
Ordinance Requirements
A county's board of county commissioners or governing body of a municipality may adopt an
ordinance that exempts property used to provide affordable housing. The ordinance must expire
before the fourth January 1 after its adoption unless the local entity adopts a new ordinance to
renew the exemption. A copy of the ordinance must be delivered to the Department of Revenue
and the property appraiser within 10 days after its adoption. If it expires or is reappealed, the
local entity must notify the Department and the property appraiser within 10 days.
The ordinance granting the exemption authorized by s. 196.1979, F.S., must:
• Be adopted under the procedures for adoption of a nonemergency ordinance in accordance
with chapters 125 or 166, F.S., as applicable.
• Designate the local entity supervised by either the board of county commissioners or
governing body of a municipality, to develop, receive, and review certification applications
and determination of eligibility notices.
• Require the property owner to apply for certification with the local entity. The application
must be on the local entity's form and includes the information described in
s.196.1979(3)(c)1-3, F.S.
• Require the local entity to verify and certify the property meets the ordinance requirements
and qualifies for the exemption, and to forward the certification to the property owner and
property appraiser. If the local entity denies the exemption, it must notify the applicant and
include reasons for the denial.
• Require the eligible unit to meet the eligibility criteria of s. 196.1979(1)(a), F.S.
• Require the property owner to submit an application for exemption, on a form prescribed by
the Department of Revenue, accompanied by the certification of qualified property, to the
property appraiser no later than March 1.
• Specify the exemption applies to taxes levied by the unit of government granting the
exemption and may not receive an exemption after the ordinance expires.
• Identify the percentage limitations described in s.196.1979(1)(b), F.S., of the assessed value
subject to the exemption.
• Identify whether the exemption applies to persons or families meeting the income limits of s.
196.1979(1)(a)l.a., F.S., persons or families meeting the income limits of s.
196.1979(1)(a)l.b., F.S., or both.
• Require the deadline to submit the application for certification be published on the local
entity's website.
• Require the local entity to publish on its website a list of certified affordable housing
properties for the purpose of facilitating access to affordable housing.
Property Tax Oversight Informational Bulletin page 3
Affected Rules and Forms:
The following forms will be affected based on the law change:
o Form DR-504AFH, Ad Valorem Tax Exemption Application and Return for Multifamily
Project and Affordable Housing Property
o Form DR-403EB, The 20XXAd Valorem Assessment Rolls Exemption Breakdown of
County, Florida
o Form DR-403V, The 20XXRevised Recapitulation of the Ad Valorem Assessment Roll
Value Data
o Form DR-489EB, The 20XXAd Valorem Assessment Rolls Exemption Breakdown of
County, Florida
o Form DR-489V, The 20XXPreliminary Recapitulation of the Ad Valorem Assessment
Roll Value Data
Information about the status of the Department's rulemaking is available at
https://floridarevenue.com/rules.
Questions:
This bulletin is provided by the Department of Revenue for your general information. Any
questions, please email DORPTO@floridarevenue.com.
Reference:
The full text of the law (chapter 2023-17, section 9, Laws of Florida, SB 102), which creates s.
196.1979, F.S., is available at http://Iaws.flrules.org/2023/17.
Implementing Date:
The law is effective July 1, 2023, and first applies to the 2024 tax roll.
Property Tax Oversight Informational Bulletin
December 27, 2023
Assessment of Agricultural Equipment Rendered PTO 23-12
FLORIDA Unable to be Used Due to Hurricane Idalia
The 2023 Florida Legislative Special Session enacted Chapter 2023-349, Laws of Florida,
effective November 13, 2023. Section 1 of the law creates section 193.4518, Florida Statutes, to
provide that for the 2024 tax roll only, tangible personal property ("TPP") owned and operated by
a farm, farm operation, or agriculture processing facility located in Charlotte, Citrus, Columbia,
Dixie, Gilchrist, Hamilton, Hernando, Jefferson, Lafayette, Levy, Madison, Manatee, Pasco,
Pinellas, Sarasota, Suwannee, or Taylor County is deemed to have a market value no greater than
its salvage value if the agricultural equipment TPP was unable to be used for at least 60 days due
to the effects of Hurricane Idalia in 2023.
The Department has prepared a suggested form that taxpayers may use as the 2024 application for
the salvage value assessment pursuant to s. 193.4518, F.S. The filing deadline with the property
appraiser is March 1, 2024. The suggested form is available on the Department's forms page.
The Department has prepared a second suggested form that property appraisers may use as a notice
of denial of the application to send to the applicant. The suggested form is available on the
Department's forms page.
If the property appraiser denies the assessment pursuant to s. 193.4518, F.S., the taxpayer can
petition the value adjustment board pursuant to s. 194.011(3), F.S., to request the agricultural
equipment be assessed at salvage value according to the statute. Taxpayers must complete and file
Petition to The Value Adjustment Board - Request for Hearing (Form DR-486) with the value
adjustment board clerk. The statute provides that such petition must be filed on or before the 25th
day after the mailing by the property appraiser during the 2024 calendar year of the notice required
under s. 194.011(1), F.S.
Suggested Forms
• [Suggested Form] Application for Assessment of Agricultural Equipment Unable to be
Used Due to Hurricane Idalia
• [Suggested Form] Notice of Disapproval of Application for Agricultural Equipment
Assessment Due to Hurricane Idalia
Questions
This bulletin is provided by the Department of Revenue for your general information. For
questions, please email DORPTO@floridarevenue.com.
Reference
The full text of the implementing law (chapter 2023-349, Laws of Florida), which creates section
193.4518, F.S., is available at https:Hlaws.flrules.ori!/2023/349.
Implementing Date
The implementing law is effective November 13, 2023, and applies to the 2024 tax roll only.
tem #3
B. Value Adjustment Board 2023 Compliance Checklist for Collier County
V
Pon
COLLIER COUNTY 2023 VALUE ADJUSTMENT BOARD
VERIFICATION OF VAB COMPLIANCE and PREHEARING CHECKLIST
(to supplement Form DOR-488p)
Information to be verified prior to, during or after the Organizational Meeting, and pursuant to
F.S. §194.011(5), F.A.C.§12D-9.013 and F.A.C.§12D-9.014 Verification:
Pre-Or anizational MeetinVAB
comprised of two (2) County Commissioners, one (1) School Board Member, one (1)
7/25/23
Citizen Member appointed by the BOCC and one (1) Citizen Member appointed by the School
Board — Ex. 1, Ex. 2, Ex. 3a, Ex. 3b, Ex. 4, Org. Mtg. Agenda Item 3A & Verbatim
HEC
Citizen Members met all criteria pursuant to F.S. § 194.015 and F.A.C. § 12D-9.004 —
7/25/23
Org. Mtg. Agenda Item 3C, BoCC & School Board verify, Ex. 3a, Ex. 3b, Ex. 4, Verbatim
HEC
VAB Attorney meeting the requirements of F.S. §194.015 has been appointed or ratified -
7/25/23
Org. Mtg. Agenda Item 6 & Verbatim
EC
No VAB members represent other governmental entities or taxpayers in any administrative or
/25/23
judicial review of property taxes — Ex. 3a, Ex. 3b, Ex. 4, Org. Mtg. Agenda Items 3A, 3C,
and 12B, BoCC & School Board verify & Verbatim
EC
Citizen members are not members or employees of a taxing authority for the current VAB
7/25/23
session— Ex. 3a, Ex. 3b, Ex. 4, Org. Mtg. Agenda Items 3C and 12B, BoCC & School
Board verify & Verbatim
HEC
The organizational meeting, as well as any other board meetings, will be or were noticed in
7/25/23
accordance with F.S. §286.011, and will be held in accordance with law - Verbatim for Org.
Mtg. Agenda Item 2/Additional statement re: Affidavit of Publication
HEC
The organizational meeting notice includes the date, time, location, purpose of the meeting,
7/25/23
and information required by F.S. §286.0105 - Verbatim for Org. Mtg. Agenda Item
2/Additional statement re: Affidavit of Publication
HEC
The DOR's uniform value adjustment board procedures, were made available at the
7/25/23
organizational meeting and copies were provided to special magistrates and board members -
Or . Mtg. Agenda Item 10G & Verbatim
HEC
The DOR's uniform policies and procedures manual is available on the existing website of the
7/25/23
board clerk — Ex. 8, Org. Mtg. Agenda Item 10G & Verbatim
HEC
The qualifications of special magistrates were verified - Org. Mtg. Agenda Item 7; Verbatim
7/25/23
HEC
VAB Attorney has received the DOR training and has passed the corresponding exam —
9/16/23
Attorney will provide VAB Administration with a Certificate of Completion and Proof of
Passing Exam when available — Ex. 5 — Org. Mtg. Agenda Item 9
HEC
All appointed special magistrates have received the DOR training and have completed the
9/12/23
same and passed any corresponding exam, and special magistrates with less than five years of
/23
required experience successfully completed the DOR's training including any updated modules
9/15/23
9/21/23
and an examination, and were certified - Org. Mtg. Agenda Item 9 - Ex. 6 - VAB will
10/3/23
request Certificates of Completion
HEC
The selection of special magistrates was based solely on proper experience and qualifications
7/25/23
and neither the property appraiser nor any petitioners influenced the selection of special
magistrates. - Org. Mtg. Agenda Item 7; Verbatim
H -
The VAB is willing to consider any written complaint filed with respect to a special magistrate
/25/23
by any partyor citizen F.A.C. 12D-9.009 1 - Org. Mtg. Agenda Item 12B; Verbatim
HEC
All procedures and forms of the board or special magistrate are in compliance with F.S. § 194
3
and F.A.C. §1213-9 — Org. Mtg. Agenda Items 10B and 1211; Verbatim; VAB Attorney
oversees throughout VAB session
Page 1 of 3
Q
HEC
Notice(s) has/have been given to the chief executive officer of each municipality as provided in
10/12/23
F.S. § 193.116 — Ex. 7
HEC
The VAB is in compliance with F.S. §194 and F.A.C. 12D-9 — Org. Mtg. Agenda Item 1213;
7/25/23
Verbatim; VAB Attorney oversees throughout VAB session
Or anizational Meeting: August 7, 2023
e VAB held organizational meeting prior to the holding of value adjustment board hearings
— r . Mtg. Agenda, Org. Mtg. Agenda Item 11C, Affidavit of Publication & Verbatim
he VAB introduced the members of the board and provided contact information - Org. Mtg.
�7A
enda Item 3A & Verbatim
The VAB introduced the board clerk and any designee of the board clerk and provided the
oard clerk's contact information - Org. Mtg. Agenda Item 3B & Verbatim
The VAB appointed and/or ratified special magistrates - Org. Mtg. Agenda Item 7; Verbatim
The VAB made F.A.C. 12D-9 available to the public, special magistrates and board members,
containing the uniform rules of procedure for hearings before value adjustment boards and
special magistrates — available at organizational meeting and on the website of the board clerk
— Ex. 8; Org. Mtg. Agenda Item 1OG & Verbatim
The VAB made F.A.C. 1213-10 available to the public, special magistrates and board members,
containing the rules applicable to the requirements for hearings and decisions — available at
organizational meeting and on the website of the board clerk- Ex. 8; Org. Mtg. Agenda Item
1OG & Verbatim
The VAB made the requirements of Florida's Government in the Sunshine / open government
,laws including information on where to obtain the current Government -In -The -Sunshine
manual available to the public, special magistrates and board members — available at
organizational meeting and on the website of the board clerk- Ex. 8; Org. Mtg. Agenda Item
1OG & Verbatim
VAB made F.A.C. 12D-51.001, 12D-51.002 and 12D-51.003 available to the public,
special magistrates and board members — available at organizational meeting and on the
website of the board clerk- Ex. 8; Org. Mtg. Agenda Item 1OG & Verbatim
VAB made the associated forms that have been adopted by the DOR available to the
,,-The
public, special magistrates and board members — available at organizational meeting and on the
website of the board clerk - Ex. 8; Org. Mtg. Agenda Item 1OG & Verbatim
-Tfe VAB made all local administrative procedures and forms of the board or special
magistrates available to the public, special magistrates and board members — available at
organizational meeting and on the website of the board clerk- Ex. 8; Org. Mtg. Agenda Item
& Verbatim
The VAB made F.S. Chapters 192-195 available to the public, special magistrates and board
members as reference information containing the guidelines and statutes applicable to
assessments and assessment administration — available at organizational meeting and on the
website of the board clerk- Ex. 8; Org. Mtg. Agenda Item 1OG & Verbatim
he VAB discussed, took testimony on and adopted or ratified with any required revision or
amendment any local administrative procedures and forms of the board, as necessary - Org.
Mtg. Agenda Item 10B & Verbatim
T e VAB local procedures are ministerial in nature and are not inconsistent with governing
statutes, case law, attorney general opinions or rules of the department - Org. Mtg. Agenda
Item 1213; Verbatim & VAB Attorney oversees throughout VAB session
The VAB discussed general information on Florida's property tax system, respective roles
'thin this system, taxpayer opportunities to participate in the system, and property taxpayer
rights — this issue has a separate agenda item, supplemented with additional local informational
handouts; this discussion will be reflected in the verbatim record and minutes - Org. Mtg.
Agenda Item 10A; Verbatim
Page 2 of 3
The VAB adopted/ratified, by resolution, any filing fee for petitions for the current VAB
session, in an amount not to exceed $15.00 - Or . Mtg. Agenda Item lOD & Verbatim
The VAB announced the tentative schedule for the value adjustment board, taking into
consideration the number of petitions fled, the possibility of the need to reschedule and the
requirement that the board stay in session until all petitions have been heard - Org. Mtg.
Agenda Item 11C & Verbatim
I, Holly E. Cosby, Esq., Collier County Value Adjustment Board Attorney, hereby verify the following on
July 25, 2023 and August 7, 2023:
1) the above information regarding pre -hearing, pre -organizational and organizational requirements
were verified, reviewed, and considered, where applicable, on July 25, 2023 and August 7, 2023.
2) the Organizational Meeting for the Collier County 2023 VAB Session was held on August 7,
2023, and the above information regarding organizational meeting requirements was verified,
reviewed, and considered at said meeting, and
3) hearings for the Collier County 2023 VAB Session will commence on or after October 18, 2023.
(A
Holly E. Cosby, Esq. - VAB Counsel
I, Holly E. Cosby, Esq., Collier County Value Adjustment Board Attorney, hereby verify the following on
July 25, 2023 and August 7, 2023:
1) There are three (3) items above, which could not be verified before or during the organizational
meeting, which are:
a. VAB Attorney has received the DOR training and has passed the corresponding exam,
b. All appointed special magistrates have received the DOR training and have completed the
same, and special magistrates with less than five years of required experience successfully
completed the DOR's training including any updated modules and an examination, and
were certified, and
c. Notice has been given to the chief executive officer of each municipality as provided in
F.S. §193.116.
2) Items 1(a) and 1(b) could not be verified because the current DOR training was not available
before the Organizational Meeting,
3) Item 1(a) will be verified as soon as the DOR training is released and VAB Attorney is able to
complete the same, which will be done in a prompt and timely manner,
4) Item 1(b) will be verified prior to special magistrates holding VAB hearings in Collier County,
5) Item 1(c) could not be verified because no VAB hearings had been scheduled prior to the
organizational meeting, for such notices to be required.
6) Once the above referenced, unverified items are able to be verified, VAB Counsel will provide the
VAB with documentation and continued updated verification for the same.
Holly E Cosby Digitally signed by Holly E. Cosby, Esq.
DN: cn=Holly E. Cosby, Esq., o=Law
Office of Holly E. Cosby, PA,
Holly E. Cosby, Esq. - VAB Counsel Esry email=holly@cosbylaw.com, c=us
"I • Date: 2024.01.31 11:21:00-05'00'
I hereby certify that this compliance checklist is now
complete and all outstanding items have been addressed
and completed.
Page 3 of 3
2023 Collier VAB
Certification of Training Completion
The Florida Department of Revenue provides this document for a person to
certify that he or she, personally and without any assistance, has completed
the Department's 2023 Value Adjustment Board Training, including the
exam, for Board Members or Board Attorneu.
I certify that I,
Holly E Cosby
Personally, and without any assistance, have carefully reviewed and
studied the content of Modules 1 through 11 of the Department of
Revenue's 2023 Value Adjustment Board Training for learning such
content, and further certify that I, personally and without any
assistance, have completed and passed the Department of Revenue's
corresponding examination.
This certification becomes valid only when signed and dated below by the
person who completed the training including exam as described above. By
my dated signature below, I further attest to my preceding statements.
Digitally signed by Holly E. Cosby, Esq.
Holly E. Cosby, Esq. EED Cosby, PA, mail=holly@cosbyla .wine of Uslly,
Date: 2023.09.16 21:08:00-04'00'
Signature and Certification of
September 16, 2023
II NIN0 0
kil
Page 1 of l
2023 Collier VAB
Certification of Training Completion
The Florida Department of Revenue provides this document for a person to
certify that he or she, personally and without any assistance, has completed
the Department's 2023 Value Adjustment Board Training, including the
exam, for Real Property Appraiser Special Magistrate.
I certify that I,
Maxim Antonov
Personally, and without any assistance, have carefully reviewed and
studied the content of Modules 1 through 7 and Module 11 of the
Department of Revenue's 2023 Value Adjustment Board Training for
learning such content, and further certify that I, personally and
without any assistance, have completed and passed the Department
of Revenue's corresponding examination.
This certification becomes valid only when signed and dated below by the
person who completed the rainin tW( ingXexar as described above. By
m dated signature b o '`rthvr a sat , m`" recedin statements.
Y g ..,�. YP g
09/20/2023
Signature,,n ca DATE
kil
Checklist Exhibit "6"
2023 Collier VAB
Certification of Training Completion
The Florida Department of Revenue provides this document for a person to
certify that he or she, personally and without any assistance, has completed
the Department's 2023 Value Adjustment Board Training, including the
exam, for Attorney S ecial Magistrate.
I certify that I,
Ellen T. Chadwell
Personally, and without any assistance, have carefully reviewed and
studied the content of Modules 1 through 5 and Modules 9 through 11
of the Department of Revenue's 2023 Value Adjustment Board
Trainin& for learning such content, and further certify that I,
personally and without any assistance, have completed and passed
the Department of Revenue's corresponding examination.
This certification becomes valid only when signed and dated below by the
person who completed the training including exam as described above. By
my dated signature below, I further attest to my preceding statements.
`�/ a, W�-
Signature and Certification of DATE
s
FLORIDA
F.xhihit °Fi"
Page 2 of 9
2023 Collier VAB
Checklist Exhibit "6"
Florida Department of Revenue
Certificate of Training
Joseph Haynes Davis
has received
2023 Attorney Special Magistrates VAB Training
on
9/21 /23
FLORIDA
Checklist Exhibit "6"
Page 3 of 9
2023 Collier VAB
Checklist Exhibit "6"
Florida Department of Revenue
Certificate of Training
Mario De La Guardia, Asa
has received
2023 Tangible Personal Property Appraiser
Special Magistrates VAB Training
.M
10/3/23
FLORIDA
Checklist Exhibit "6"
Page 4 of 9
2023 Collier VAB
Checklist Exhibit "6"
Certificationof 'Training Comp letion
The Florida Departm en t of R e provides th is documen t for u prrson to
certify that he or she, personally and Without any aspstance, has co plel ed
the Department's .3 Value Adjust meet Board Train ing, including the
exam, for Real f r rjy AMryi-ser4 pcird J ag israte-
I certi)�y that 1,
Lorraine Dube
Pers ana 11y, and without ai ass istance, hav e careful ty re viewed and
s tudied the context oModules I I hrough 7 and Mode le 11 of the
De artnvnt of R eves fs 202-3 Value Adjus tinent Board Tr i nin& for
teaming such c he t, and ftather certify that 4 personally and
without any ass is Lance., have Meted tuW pas sed the DepartDepartmen t
of R enw"s corresponding examination.
Tbi s cei ti f a ration beco mes valid o my when signed and da led hel ow by the
person who completed th e f re ini n g i mlud E egg exact as descre bed above. By
my dated signature bel pow, I further attest to my pTeced ing statements.
Siftnatune and Cer6fication of
4,
DATE
Page 5 of 9
2023 Collier VAB
Checklist Exhibit "6"
Florida Department of Revenue
Certificate of Training
Michael P Jonas
has received
2023 Real Property Appraiser Special
Magistrates VAB Training
.M
9/21 /2 3
FLORIDA
Checklist Exhibit "6"
Page 6 of 9
Checklist Exhibit "6"
Certification of Training Completion
The Florida Department of Revenue provides this document for a person to
certify that he or she, personally and zoithout any assistance, has completed
the Department's 2023 Value Adjustment Board Training, including the
exanz, for Real Propertl Appraiser Special Magistrate.
I certify that I,
Philicia Lloyd
Personally, and without any assistance, have carefully reviewed and
studied the content of Modules 1 through 7 and Module 11 of the
Department of Revenue's 2023 Value Adjustment Board Training for
learning such content, and further certify that I, personally and
without any assistance, have completed and passed the Department
of Revenue's corresponding examination.
This certification becomes valid only when signed and dated below by the
person who completed the training including exam as described above. By
my dated signature below, I further attest to my preceding statements.
�oz a6z-�
Signature and Certification of DATE
Ila
FLORIDA
Checklist Exhibit "6"
2023 Collier VAB
Certification of Training Completion
The Florida Department of Revenue provides this document for a person to
certify that he or she, personally and without any assistance, has completed
the Department's 2023 Value Adjustment Board Training, including the
exam, for Real PropertyAppraiser Special Magistrate.
I certify that I,
Steven Lawrence Nystrom
Personally, and without any assistance, have carefully reviewed and
studied the content of Modules 1 through 7 and Module 11 of the
Department of Revenue's 2023 Value Adjustment Board Training for
learning such content, and further certify that I, personally and
without any assistance, have completed and passed the Department
of Revenue's corresponding examination.
This certification becomes valid only when signed and dated below by the
person who completed the training including exam as described above. By
my dated signature below, I further attest to my preceding statements.
Signature and Certification of
DATE
g
FLORIDA
Checklist Exhibit "6"
2023 Collier VAB
Certification of Training Completion
The Florida Department of Revenue provides this document for a person to
certify that he or she, personally and without any assistance, has completed
the Department's 2023 Value Adjustment Board Training, including the
exam, for Tangible Personal ProperteUAvvraiser Special Ma istrate.
I certify that I,
Steven Lawrence Nystrom
Personally, and without any assistance, have carefully reviewed and
studied the content of Modules 1 through 5, Module 7 (part 1 only), 8,
and 11 of the Department of Revenue's 2023 Value Adjustment Board
Training for learning such content, and further certify that I,
personally and without any assistance, have completed and passed
the Department of Revenue's corresponding examination.
This certification becomes valid only when signed and dated below by the
person who completed the training including exam as described above. By
my dated signature below, I further attest to my preceding statements.
Signature and Certification of
DATE
Checklist Exhibit "6"
2023 Collier VAB
Checklist Exhibit " 7"
Tax District 307
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/1/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00403 00157880005 MAXWELL, HENDRY & SIMMON 1:00 PM to 3:00 PM HODGES, CHADD P ANDREA C
Total Hearings Scheduled: 1
Market Value Taxable Value
$6,319,327 $6,073,958
10/12/2023 4:07:22PM Page 1 of 1
Checklist Exhibit " 7"
Page 1 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Tax District 308
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/8/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00314 65475320004 JOHN MCDONALD 1:00 PM to 3:00 PM MAGER, SIEGMAR ANGELIKA, VI
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,198,837 $1,198,837
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 2 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR-01 2023-00276 73742501344
ANDREWS, GLEN, JEFFANDRE 11:00 AM to 1:00 PM ANDREWS, GLEN, JEFF ANDREN $1,654,400 $1,213,678
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR
01 2023-00408
30080240009
RATHBONE, MICHAEL MARGAI
9:00
AM to 11:00
AM
RATHBONE, MICHAEL MARGARI
$998,400
$604,032
DOR
01 2023-00433
29606000061
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$325,200
$325,200
DOR
01 2023-00433
29606000087
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$316,320
$316,320
DOR-01
2023-00433
29606000100
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$325,200
$325,200
DOR-01
2023-00433
29606000126
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$326,200
$326,200
DOR-01
2023-00433
29606000142
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$317,320
$317,320
DOR-01
2023-00433
29606000168
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$326,200
$326,200
DOR-01
2023-00433
29606000184
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$266,440
$266,440
DOR-01
2023-00433
29606000207
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$272,280
$254,584
DOR-01
2023-00433
29606000223
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$286,440
$268,862
DOR-01
2023-00433
29606000249
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$327,200
$327,200
DOR-01
2023-00433
29606000265
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$318,320
$318,320
DOR-01
2023-00433
29606000281
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$327,200
$327,200
DOR-01
2023-00433
29606000304
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$267,440
$267,440
DOR-01
2023-00433
29606000320
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$273,280
$255,794
DOR-01
2023-00433
29606000346
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$287,440
$270,072
DOR
01 2023-00433
29606000362
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$328,440
$328,440
DOR
01 2023-00433
29606000388
NATHAN
MANDLER, ESQ.
9:00
AM to 11:00
AM
LAND
TRUST
NO
1082-0300-00, A
$319,320
$319,320
10/12/2023 4:07:23PM
Page 1 of 11
Checklist Exhibit " 7"
Page 3 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00433
29606000401
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$328,200
$328,200
DOR_01 2023-00433
29606000427
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$268,440
$268,440
DOR_01 2023-00433
29606000443
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$279,320
$262,086
DOR_01 2023-00433
29606000469
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$288,440
$271,282
DOR_01 2023-00433
29606000485
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$329,200
$329,200
DOR_01 2023-00433
29606000508
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$320,320
$320,320
DOR 01 2023-00433
29606000524
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$329,200
$329,200
DOR 01 2023-00433
29606000540
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$269,440
$269,440
DOR 01 2023-00433
29606000566
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$280,320
$263,296
DOR 01 2023-00433
29606000582
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$289,440
$272,492
DOR 01 2023-00433
29606000605
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$330,200
$330,200
DOR 01 2023-00433
29606000621
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$321,320
$321,320
DOR 01 2023-00433
29606000647
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$330,200
$330,200
DOR 01 2023-00433
29606000663
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$270,440
$270,440
DOR 01 2023-00433
29606000689
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$281,320
$264,506
DOR_01 2023-00433
29606000702
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$290,440
$273,702
DOR_01 2023-00433
29606000728
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$331,200
$331,200
DOR_01 2023-00433
29606000744
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$322,320
$322,320
DOR_01 2023-00433
29606000760
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$331,200
$331,200
DOR_01 2023-00433
29606000786
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$271,440
$271,440
DOR_01 2023-00433
29606000809
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$282,320
$265,716
DOR_01 2023-00433
29606000825
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$291,440
$274,912
10/12/2023 4:07:23PM
Page 2 of 11
Checklist Exhibit " 7"
Page 4 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00433
29606000841
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$332,200
$332,200
DOR_01 2023-00433
29606000867
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$323,320
$323,320
DOR_01 2023-00433
29606000883
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$332,200
$332,200
DOR_01 2023-00433
29606000906
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$272,440
$272,440
DOR_01 2023-00433
29606000922
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$263,320
$263,320
DOR_01 2023-00433
29606000948
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$272,440
$272,440
DOR 01 2023-00433
29606000964
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$333,200
$333,200
DOR 01 2023-00433
29606000980
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$324,320
$324,320
DOR 01 2023-00433
29606001002
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$333,200
$333,200
DOR 01 2023-00433
29606001028
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$273,440
$273,440
DOR 01 2023-00433
29606001044
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$264,320
$264,320
DOR 01 2023-00433
29606001060
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$273,440
$273,440
DOR 01 2023-00433
29606001086
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$334,200
$334,200
DOR 01 2023-00433
29606001109
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$325,320
$325,320
DOR 01 2023-00433
29606001141
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$274,440
$274,440
DOR_01 2023-00433
29606001167
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$265,320
$265,320
DOR_01 2023-00433
29606001183
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$274,440
$274,440
DOR_01 2023-00433
29606001206
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$221,000
$213,928
DOR_01 2023-00433
29606001222
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$213,600
$206,765
DOR_01 2023-00433
29606001248
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$221,000
$213,928
DOR_01 2023-00433
29606001125
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$334,200
$334,200
DOR_01 2023-00433
29606001264
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$275,440
$275,440
10/12/2023 4:07:23PM
Page 3 of 11
Checklist Exhibit " 7"
Page 5 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00433
29606001468
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$407,040
$407,040
DOR_01 2023-00433
29606001280
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$266,320
$266,320
DOR_01 2023-00433
29606001303
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$275,440
$275,440
DOR_01 2023-00433
29606001329
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$336,200
$336,200
DOR_01 2023-00433
29606001345
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$213,600
$206,765
DOR_01 2023-00433
29606001361
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$336,200
$336,200
DOR 01 2023-00433
29606001387
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$276,440
$276,440
DOR 01 2023-00433
29606001400
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$267,320
$267,320
DOR 01 2023-00433
29606001426
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$276,440
$276,440
DOR 01 2023-00433
29606001442
NATHAN MANDLER, ESQ.
9:00 AM to 11:00 AM
LAND TRUST NO 1082-0300-00, A
$407,040
$407,040
DOR 01 2023-00446
29606001523
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$352,360
$352,360
DOR 01 2023-00446
29606001727
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$353,360
$353,360
DOR 01 2023-00446
29606001921
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$354,360
$354,360
DOR 01 2023-00446
29606002140
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$355,360
$355,360
DOR 01 2023-00446
29606002360
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$265,160
$265,160
DOR_01 2023-00446
29606002564
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$266,160
$266,160
DOR_01 2023-00446
29606002768
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$267,160
$267,160
DOR_01 2023-00446
29606002962
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$268,160
$268,160
DOR_01 2023-00446
29606003165
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$269,160
$269,160
DOR_01 2023-00446
29606003369
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$270,160
$270,160
DOR_01 2023-00446
29606003563
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$271,160
$271,160
DOR_01 2023-00446
29606003767
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$265,720
$265,720
10/12/2023 4:07:23PM
Page 4 of 11
Checklist Exhibit " 7"
Page 6 of 133
2023 Collier VAB
Checklist Exhibit "7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00446
29606001549
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$352,360
$352,360
DOR_01 2023-00446
29606001743
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$353,360
$353,360
DOR_01 2023-00446
29606001947
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$354,360
$354,360
DOR_01 2023-00446
29606002166
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$264,160
$264,160
DOR_01 2023-00446
29606002386
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$265,160
$265,160
DOR_01 2023-00446
29606002784
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$267,160
$267,160
DOR 01 2023-00446
29606002988
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$268,160
$268,160
DOR 01 2023-00446
29606003181
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$269,160
$269,160
DOR 01 2023-00446
29606003385
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$270,160
$270,160
DOR 01 2023-00446
29606003589
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$271,160
$271,160
DOR 01 2023-00446
29606003783
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$265,720
$265,720
DOR 01 2023-00446
29606002580
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$266,160
$266,160
DOR 01 2023-00446
29606001565
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$261,160
$261,160
DOR 01 2023-00446
29606001769
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$262,160
$262,160
DOR 01 2023-00446
29606001963
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$263,160
$263,160
DOR_01 2023-00446
29606002205
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$264,160
$264,160
DOR_01 2023-00446
29606002409
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$265,160
$265,160
DOR_01 2023-00446
29606002603
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$266,160
$266,160
DOR_01 2023-00446
29606002807
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$267,160
$267,160
DOR_01 2023-00446
29606003000
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$268,160
$268,160
DOR_01 2023-00446
29606003204
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$269,160
$269,160
DOR_01 2023-00446
29606003408
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$270,160
$270,160
10/12/2023 4:07:23PM
Page 5 of 11
Checklist Exhibit "7"
Page 7 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00446
29606003602
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$271,160
$271,160
DOR_01 2023-00446
29606003806
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$265,720
$265,720
DOR_01 2023-00446
29606001581
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$261,160
$261,160
DOR_01 2023-00446
29606001785
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$262,160
$262,160
DOR_01 2023-00446
29606001989
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$263,160
$263,160
DOR_01 2023-00446
29606002221
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$264,160
$264,160
DOR 01 2023-00446
29606002425
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$265,160
$265,160
DOR 01 2023-00446
29606002629
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$266,160
$266,160
DOR 01 2023-00446
29606002823
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$267,160
$267,160
DOR 01 2023-00446
29606003026
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$268,160
$268,160
DOR 01 2023-00446
29606003220
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$269,160
$269,160
DOR 01 2023-00446
29606003424
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$270,160
$270,160
DOR 01 2023-00446
29606003628
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$271,160
$271,160
DOR 01 2023-00446
29606003822
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$348,280
$348,280
DOR 01 2023-00446
29606001604
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$261,160
$261,160
DOR_01 2023-00446
29606001808
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$262,160
$262,160
DOR_01 2023-00446
29606002001
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$263,160
$263,160
DOR_01 2023-00446
29606002247
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$264,160
$264,160
DOR_01 2023-00446
29606002441
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$265,160
$265,160
DOR_01 2023-00446
29606002645
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$266,160
$266,160
DOR_01 2023-00446
29606002849
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$267,160
$267,160
DOR_01 2023-00446
29606003042
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$268,160
$268,160
10/12/2023 4:07:23PM
Page 6 of 11
Checklist Exhibit " 7"
Page 8 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00446
29606003246
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$269,160
$269,160
DOR_01 2023-00446
29606003440
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$270,160
$270,160
DOR_01 2023-00446
29606003644
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$271,160
$271,160
DOR_01 2023-00446
29606003848
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$266,720
$266,720
DOR_01 2023-00446
29606001620
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$261,160
$261,160
DOR_01 2023-00446
29606001824
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$262,160
$262,160
DOR 01 2023-00446
29606002027
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$263,160
$263,160
DOR 01 2023-00446
29606002263
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$264,160
$264,160
DOR 01 2023-00446
29606002467
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$265,160
$265,160
DOR 01 2023-00446
29606002661
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$266,160
$266,160
DOR 01 2023-00446
29606002865
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$267,160
$267,160
DOR 01 2023-00446
29606003068
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$268,160
$268,160
DOR 01 2023-00446
29606003262
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$269,160
$269,160
DOR 01 2023-00446
29606003466
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$270,160
$270,160
DOR 01 2023-00446
29606003660
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$363,360
$363,360
DOR_01 2023-00446
29606003864
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$266,720
$266,720
DOR_01 2023-00446
29606001646
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$261,160
$261,160
DOR_01 2023-00446
29606001840
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$262,160
$262,160
DOR_01 2023-00446
29606002043
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$263,160
$263,160
DOR_01 2023-00446
29606002289
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$264,160
$264,160
DOR_01 2023-00446
29606002483
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$265,160
$265,160
DOR_01 2023-00446
29606002687
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$266,160
$266,160
10/12/2023 4:07:23PM
Page 7 of 11
Checklist Exhibit " 7"
Page 9 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00446
29606002881
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$267,160
$267,160
DOR_01 2023-00446
29606003084
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$268,160
$268,160
DOR_01 2023-00446
29606003288
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$269,160
$269,160
DOR_01 2023-00446
29606003482
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$362,360
$362,360
DOR_01 2023-00446
29606003686
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$272,160
$272,160
DOR_01 2023-00446
29606003880
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$266,720
$266,720
DOR 01 2023-00446
29606001662
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$261,160
$261,160
DOR 01 2023-00446
29606001866
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$262,160
$262,160
DOR 01 2023-00446
29606002069
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$263,160
$263,160
DOR 01 2023-00446
29606002302
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$264,160
$264,160
DOR 01 2023-00446
29606002506
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$265,160
$265,160
DOR 01 2023-00446
29606002700
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$266,160
$266,160
DOR 01 2023-00446
29606002904
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$267,160
$267,160
DOR 01 2023-00446
29606003107
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$268,160
$268,160
DOR 01 2023-00446
29606003301
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$361,360
$361,360
DOR_01 2023-00446
29606003505
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$362,360
$362,360
DOR_01 2023-00446
29606003709
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$272,160
$272,160
DOR_01 2023-00446
29606003903
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$349,280
$349,280
DOR_01 2023-00446
29606001688
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$261,160
$261,160
DOR_01 2023-00446
29606001882
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$262,160
$262,160
DOR_01 2023-00446
29606002085
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$263,160
$263,160
DOR_01 2023-00446
29606002328
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$356,360
$356,360
10/12/2023 4:07:23PM
Page 8 of 11
Checklist Exhibit " 7"
Page 10 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00446
29606002522
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$357,360
$357,360
DOR_01 2023-00446
29606002726
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$358,360
$358,360
DOR_01 2023-00446
29606002920
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$359,360
$359,360
DOR_01 2023-00446
29606003123
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$360,360
$360,360
DOR_01 2023-00446
29606003327
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$361,360
$361,360
DOR_01 2023-00446
29606003521
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$271,160
$271,160
DOR 01 2023-00446
29606003725
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$272,160
$272,160
DOR 01 2023-00446
29606003929
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$267,720
$267,720
DOR 01 2023-00446
29606001701
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$261,160
$261,160
DOR 01 2023-00446
29606001905
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$262,160
$262,160
DOR 01 2023-00446
29606002108
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$263,160
$263,160
DOR 01 2023-00446
29606002344
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$356,360
$356,360
DOR 01 2023-00446
29606002548
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$357,360
$357,360
DOR 01 2023-00446
29606002742
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$358,360
$358,360
DOR 01 2023-00446
29606002946
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$359,360
$359,360
DOR_01 2023-00446
29606003149
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$360,360
$360,360
DOR_01 2023-00446
29606003343
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$270,160
$270,160
DOR_01 2023-00446
29606003547
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$271,160
$271,160
DOR_01 2023-00446
29606003741
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$272,160
$272,160
DOR_01 2023-00446
29606003945
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$267,720
$267,720
DOR_01 2023-00446
29606003961
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$267,720
$267,720
DOR_01 2023-00446
29606004164
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$270,720
$270,720
10/12/2023 4:07:23PM
Page 9 of 11
Checklist Exhibit " 7"
Page 11 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-00446
29606004368
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$272,720
$272,720
DOR_01 2023-00446
29606003987
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$350,280
$350,280
DOR_01 2023-00446
29606004180
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$270,720
$270,720
DOR_01 2023-00446
29606004384
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$355,280
$355,280
DOR_01 2023-00446
29606004009
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$268,720
$268,720
DOR_01 2023-00446
29606004203
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$270,720
$270,720
DOR 01 2023-00446
29606004407
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$273,720
$273,720
DOR 01 2023-00446
29606004025
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$268,720
$268,720
DOR 01 2023-00446
29606004229
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$353,280
$353,280
DOR 01 2023-00446
29606004423
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$273,720
$273,720
DOR 01 2023-00446
29606004041
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$268,720
$268,720
DOR 01 2023-00446
29606004245
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$271,720
$271,720
DOR 01 2023-00446
29606004449
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$273,720
$273,720
DOR 01 2023-00446
29606004067
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$351,280
$351,280
DOR 01 2023-00446
29606004261
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$271,720
$271,720
DOR_01 2023-00446
29606004465
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$356,280
$356,280
DOR_01 2023-00446
29606004083
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$269,720
$269,720
DOR_01 2023-00446
29606004287
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$271,720
$271,720
DOR_01 2023-00446
29606002124
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$355,360
$355,360
DOR_01 2023-00446
29606004106
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$269,720
$269,720
DOR_01 2023-00446
29606004300
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
LAND TRUST NO 1082-0300-00, A
$354,280
$354,280
DOR_01 2023-00446
29606002182
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM
MARRIOTT OWNERSHIP RESORT
$264,160
$264,160
10/12/2023 4:07:23PM
Page 10 of 11
Checklist Exhibit " 7"
Page 12 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Guillermo Polanco
50 Bald Eagle Drive
Marco Island, FL 34145
Petition
Type Petition # Parcel #
Notice Name
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00446 29606004122
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM LAND TRUST NO 1082-0300-00, A
$269,720
$269,720
DOR_01 2023-00446 29606004326
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM LAND TRUST NO 1082-0300-00, A
$272,720
$272,720
DOR_01 2023-00446 29606004148
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM LAND TRUST NO 1082-0300-00, A
$352,280
$352,280
DOR_01 2023-00446 29606004342
NATHAN MANDLER, ESQ.
11:00 AM to 1:00 PM LAND TRUST NO 1082-0300-00, A
$272,720
$272,720
Hearing Date: 12/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00574 75812520004
CRUZ JR, ARGELIO IRENE
11:00 AM to 1:00 PM CRUZ JR, ARGELIO IRENE
$525,625
$478,664
Total Hearings Scheduled: 5
10/12/2023 4:07:23PM Page 11 of 11
Checklist Exhibit " 7"
Page 13 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Guillermo Polanco
50 Bald Eagle Drive
Marco Island, FL 34145
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/28/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00373 50940003285 STANTON-CLEMENT, TERRI L 9:00 AM to 11:00 AM STANTON-CLEMENT, TERRI L
Total Hearings Scheduled: 1
Market Value Taxable Value
$4,235,102 $4,180,102
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 14 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
Collier County, Florida
50 Bald Eagle Drive
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/29/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00528 50040360006
SHADE III, LESLIE N DEBRA C 1:00 PM to 3:00 PM SHADE III, LESLIE N DEBRA C $1,023,656 $121,604
Hearing Date: 12/15/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01109 50033920000 MAXWELL, HENDRY & SIMMON 11:00 AM to 1:00 PM DAVIS, JAY BRIAN, SHAWNA GEP $1,129,933 $1,129,933
Total Hearings Scheduled: 2
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 15 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island
Value Adjustment Board
Guillermo Polanco
50 Bald Eagle Drive
Collier County, Florida
Scheduled Hearings
Marco Island, FL 34145
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 10/27/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00220 46621480005
HEINTZ, DENISE MARIE, MARBI 11:00 AM to 1:00 PM HEINTZ, DENISE MARIE, MARBEF $529,900 $378,851
Hearing Date: 10/30/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 9 2023-00005 57732520005 DEROGATIS, DAVID V 9:00 AM to 11:00 AM DEROGATIS, DAVID V $593,537 $304,614
DOR 31 2023-00079 81545000241 MARGARET ANN KLASA REV TF 11:00 AM to 1:00 PM MARGARET ANN KLASA REV TRt $553,372 $353,921
Hearing Date: 11/212023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00414 56798120000 SALINE, JEFFERY J GAIL L 11:00 AM to 1:00 PM SALINE, JEFFERY J GAIL L $3,442,441 $2,716,080
DOR_01 2023-00443 58107440007 GSR 1, LLC 1:00 PM to 3:00 PM GSR 1, LLC $2,614,995 $2,614,995
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00289 58043200000 JOHN MCDONALD 11:00 AM to 1:00 PM LABELLE, BRETT E KATHLEEN E $1,838,327 $1,788,327
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00473 57190440002 BRIAN DEPOTTER 3:00 PM to 4:30 PM CANTERFIELD OF MARCO ISL LL $2,137,035 $2,137,035
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
10/12/2023 4:07:23PM Page 1 of 3
Checklist Exhibit " 7"
Page 16 of 133
2023 Collier VAB
Checklist Exhibit "7"
City of Marco Island Value Adjustment Board
Guillermo Polanco
50 Bald Eagle Drive Collier County, Florida
Marco Island, FL 34145 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00546 85000365524 SCOTT TYLER 1:00 PM to 3:00 PM WINN-DIXIE #729, SOUTHEASTEF
$1,551,169
$1,526,169
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00315 56857160008 JOHN MCDONALD 11:00 AM to 1:00 PM KRAMM, STEVEN RICHARD, COL
$1,422,855
$1,422,855
DOR 01 2023-00633 57676360004 ALAN R HANS TRUST 1:00 PM to 3:00 PM ALAN R HANS TRUST
$4,525,112
$2,653,029
Hearing Date: 11/28/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00350 56781640005 VARIE, LYNN 9:00 AM to 11:00 AM VARIE, LYNN
$1,582,699
$1,044,900
Hearing Date: 11/29/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00526 58049920009 HOUSFELD, JERROLD BRIAN, : 1:00 PM to 3:00 PM HOUSFELD, JERROLD BRIAN, SF
$3,614,450
$3,564,450
Hearing Date: 12/112023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00258 57490940008 TIM HART 1:00 PM to 3:00 PM LB MARCO ISLAND LLC
$2,365,642
$2,365,642
Hearing Date: 12/7/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00605 56873280001 JOHN MCDONALD 11:00 AM to 1:00 PM KAPHUSMAN, JAMES G, MAUREE
$1,450,780
$1,276,290
10/12/2023 4:07:23PM
Page 2 of 3
Checklist Exhibit "7"
Page 17 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Marco Island Value Adjustment Board
Guillermo Polanco
50 Bald Eagle Drive Collier County, Florida
Marco Island, FL 34145 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value Taxable Value
Hearing Date: 12/11/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00668 57376680000 LASFARGUES, ALAIN N PIERRE 1:00 PM to 3:00 PM LASFARGUES, ALAIN N PIERRE
$2,051,272 $1,509,823
Hearing Date: 12/15/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00361 57665760000 RICHARD M CASALE 2005 RV T 9:00 AM to 11:00 AM RICHARD M CASALE 2005 RV TRI
$3,954,532 $1,481,428
Hearing Date: 12/19/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00700 59130080006 BRIAN DEPOTTER 11:00 AM to 1:00 PM MARCO LAKESIDE INN LLC
$629,723 $331,275
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01162 57490920002 ROLANDO WEST 11:00 AM to 1:00 PM 7-ELEVEN, INC, % RYAN LLC
$1,147,102 $857,386
Hearing Date: 1/2/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR-01 2023-01152 56673640003 NEWCOMB, DOUGLAS 0 9:00 AM to 11:00 AM NEWCOMB, DOUGLAS O
$1,599,462 $683,790
Total Hearings Scheduled: 19
10/12/2023 4:07:23PM Page 3 of 3
Checklist Exhibit " 7"
Page 18 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Gary Young
735 Eighth St. S.
Naples, FL 34102
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 10/27/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00216 19135001745 JIM MOREY 11:00 AM to 1:00 PM WERNER, DAVID GEORGE, JANE
Total Hearings Scheduled: 1
Market Value Taxable Value
$7,297,583 $5,780,335
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 19 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Value Adjustment Board
Gary Young
735 Eighth St. S.
Collier County, Florida
Scheduled Hearings
Naples, 34S.
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00292 18413000003 JOHN MCDONALD
11:00 AM to 1:00 PM MUILENBERG, DAVID M ANGELP
$4,739,323
$3,838,222
DOR 01 2023-00308 18365600001 JOHN MCDONALD
9:00 AM to 11:00 AM MURIEL J PARK LIVING TRUST, C
$3,723,578
$3,086,839
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00304 18411520006 JOHN MCDONALD
11:00 AM to 1:00 PM DONATO, MARIO
$4,760,968
$3,664,222
Total Hearings Scheduled: 3
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 20 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples Value Adjustment Board
Gary Young
735 Eighth St. S. Collier County, Florida
Naples, 34S. Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/29/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00321 06286360005 DONALD BENNETT 9:00 AM to 11:00 AM CANDEA, ERLEND R COLETTE L
$6,847,340
$6,847,340
Hearing Date: 12/7/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00608 16050920001 HAIR RE CONSULTANTS INC 1:00 PM to 3:00 PM 339 DEVILS BIGHT LLC, % MICHA
$7,864,012
$7,864,012
Hearing Date: 12/11/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00643 13037400000 BALL JR, DONALD RAY LINDA ( 11:00 AM to 1:00 PM BALL JR, DONALD RAY LINDA G,
$11,137,044
$8,060,634
Hearing Date: 12/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00718 12781200007 HAIR REC INC 11:00 AM to 1:00 PM MADEJA, PETER C
$7,793,884
$5,369,879
DOR 01 2023-00719 12781160008 HAIR REC INC 11:00 AM to 1:00 PM PETER C MADEJA TRUST
$6,141,543
$6,141,543
Total Hearings Scheduled: 5
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 21 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Gary Young
735 Eighth St. S.
Naples, FL 34102
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/5/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00449 14450630003 EY LLP 11:00 AM to 1:00 PM OLP NAPLES LLC
Total Hearings Scheduled: 1
Market Value Taxable Value
$4,924,293 $3,865,322
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 22 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Gary Young
735 Eighth St. S.
Naples, FL 34102
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/7/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
Market Value Taxable Value
DOR_01 2023-00589
07040002702
FLANAGAN BILTON LLC C/O KY
9:00 AM to 11:00 AM
HELIOS COLLIERS LLC, %ADLER
$7,679,736
$6,430,629
DOR_01 2023-00590
07040002605
FLANAGAN BILTON LLC C/O KY
9:00 AM to 11:00 AM
HELIOS COLLIERS LLC, % ADLEF
$3,935,486
$3,311,902
DOR_01 2023-00591
07040002003
FLANAGAN BILTON LLC C/O KY
9:00 AM to 11:00 AM
HELIOS COLLIERS LLC, %ADLER
$6,864,704
$6,864,704
DOR_01 2023-00592
07040000607
FLANAGAN BILTON LLC C/O KY
11:00 AM to 1:00 PM
HELIOS COLLIERS LLC, %ADLER
$4,843,866
$4,744,073
Total Hearings Scheduled: 4
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 23 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Gary Young
735 Eighth St. S.
Naples, FL 34102
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/14/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_01 2023-01084 20853750082 PROPERTY TAX CONSULTANT,' 11:00 AM to 1:00 PM VENETIAN CONDO LLC
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,849,000 $1,772,650
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 24 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples Value Adjustment Board
Gary Young
735 Eighth St. S. Collier County, Florida
Naples, 34S. Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 12/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00581 12589000027 ALTUS GROUP US C/O ROB UN 1:00 PM to 3:00 PM NAPOLI OWNER LLC
$12,184,928
$12,184,928
DOR 01 2023-00582 19010320004 ALTUS GROUP US C/O ROB UN 1:00 PM to 3:00 PM NAPOLI OWNER LLC
$97,161,421
$97,161,421
Hearing Date: 12/712023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00603 07129001860 JOHN MCDONALD 11:00 AM to 1:00 PM SZELIGA, MACIEJ DOROTHY
$1,394,850
$1,394,850
DOR 01 2023-00613 14047640008 955 NAPLES LLC / ROBERT GAF 1:00 PM to 3:00 PM 955 NAPLES LLC
$15,236,705
$15,236,705
Hearing Date: 12/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00720 14026960000 405 FIFTH AVENUE S HOLDING: 11:00 AM to 1:00 PM 405 FIFTH AVENUE S HOLDINGS,
$14,916,829
$10,430,444
Hearing Date: 12/19/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00696 14032680002 BRIAN DEPOTTER 9:00 AM to 11:00 AM 512 MASS AVE PROPERTIES COI
$4,970,912
$4,970,912
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01158 18160240006 ROLANDO WEST 9:00 AM to 11:00 AM 7-ELEVEN INC
$2,671,347
$2,014,503
Hearing Date: 1/8/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
10/12/2023 4:07:23PM
Page 1 of 2
Checklist Exhibit " 7"
Page 25 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Gary Young
735 Eighth St. S.
Naples, FL 34102
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 1/8/2024
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01171 11380280005 PIVOTAL TAX SOLUTIONS 9:00 AM to 11:00 AM FIR MANAGEMENT LLC
DOR_01 2023-01174 19110090001 PIVOTAL TAX SOLUTIONS 9:00 AM to 11:00 AM CL NAPLES I LLC
Total Hearings Scheduled: 9
Market Value Taxable Value
$356,400 $355,509
$4,595,867 $4,595,867
10/12/2023 4:07:23PM Page 2 of 2
Checklist Exhibit " 7"
Page 26 of 133
2023 Collier VAB
Checklist Exhibit "7"
City of Naples
Value Adjustment Board
Gary Young
Collier County, Florida
735 Eighth St. S.
Scheduled Hearings
Naples, 34S.
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/29/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00392 14450000251 ROB UNKLE 11:00 AM to 1:00 PM NAPLES HOSPITALITY LTD PTNS $33,710,327
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$27,161,875
Page 1 of 1
Checklist Exhibit "7"
Page 27 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples Value Adjustment Board
Gary Young
735 Eighth St. S. Collier County, Florida
Naples, 34S. Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/3/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00697 19015040004 BRIAN DEPOTTER 1:00 PM to 3:00 PM ONE SOUTH MAIN LLC, GORR Pf
$2,324,656
$1,971,313
DOR 01 2023-00698 19015120005 BRIAN DEPOTTER 1:00 PM to 3:00 PM ONE SOUTH MAIN LLC, GORR Pf
$970,721
$468,607
DOR 01 2023-00699 19015160007 BRIAN DEPOTTER 1:00 PM to 3:00 PM ONE SOUTH MAIN LLC, GORR Pf
$3,996,149
$3,414,564
Hearing Date: 11/22/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00379 03500001221 O'CONNOR & ASSOCIATES 1:00 PM to 3:00 PM ROSE VISIONARY HOLDINGS LL(
$564,290
$507,507
Hearing Date: 11/29/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00380 03500001247 O'CONNOR & ASSOCIATES 11:00 AM to 1:00 PM ROSE VISIONARY HOLDINGS LLC
$661,475
$661,475
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00247 20440000019 TIM HART 9:00 AM to 11:00 AM TIB BANK OF THE KEYS, % CAPF
$2,235,100
$1,854,494
Hearing Date: 12/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00583 19010520008 ALTUS GROUP US C/O ROB UN 1:00 PM to 3:00 PM NAPOLI OWNER LLC
$3,298,859
$3,298,859
Hearing Date: 12/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
10/12/2023 4:07:23PM
Page 1 of 2
Checklist Exhibit " 7"
Page 28 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Value Adjustment Board
Gary Young
Collier County, Florida
735 Eighth St. S.
Scheduled Hearings
Naples, 34S.
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition #
Parcel # Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 12/13/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00727
14044880007 TEMPEL SMITH TRUST, RIVA 0 1:00 PM to 3:00 PM TEMPEL SMITH TRUST, RIVA COI $3,196,127 $3,196,127
Hearing Date: 1/8/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01173 17915000007 PIVOTAL TAX SOLUTIONS 9:00 AM to 11:00 AM TAMIAMI REAL ESTATE LP $3,587,472 $3,587,472
Total Hearings Scheduled: 9
10/12/2023 4:07:23PM Page 2 of 2
Checklist Exhibit " 7"
Page 29 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Gary Young
735 Eighth St. S.
Naples, FL 34102
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 10/30/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_11 2023-00285 17645001680 KAREN A CULLEN TRUST 3:00 PM to 4:30 PM KAREN A CULLEN TRUST
Total Hearings Scheduled: 1
Market Value Taxable Value
$7,895,200 $7,895,200
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 30 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Value Adjustment Board
Gary Young
735 Eighth St. S.
Collier County, Florida
Scheduled Hearings
Naples, 34S.
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition #
Parcel # Notice Name
HearingTime Owner Name Market Value Taxable Value
Hearing Date: 10/23/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00518
16054880008 TODD TERRANEO
11:00 AM to 1:00 PM NEW MARKET NEAPOLITAN LLC $18,310,214 $17,887,448
DOR 01 2023-00519
16054800004 TODD TERRANEO
11:00 AM to 1:00 PM NEW MARKET NEAPOLITAN LLC $14,641,954 $14,641,954
Hearing Date: 10/26/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00145 17310680006 J. FRED BURSON 9:00 AM to 11:00 AM SOZIO, JOSEPH J GRACE $4,815,558 $3,641,600
Hearing Date: 10/27/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00182 17412040007 COOK, TODD D LAURA L 9:00 AM to 11:00 AM COOK, TODD D LAURA L $17,488,232 $9,982,028
Hearing Date: 10/30/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 04 2023-00028 02330680004 RUHE, MARK B MARIE G 9:00 AM to 11:00 AM RUHE, MARK B MARIE G $411,688 $327,712
Hearing Date: 11/212023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR-01 2023-00357
16002880005 STEVENS, TODD J 9:00 AM to 11:00 AM STEVENS, TODD J
$4,641,905
$4,280,305
DOR 01 2023-00411
12930760000 CHATER FAMILY TRUST 11:00 AM to 1:00 PM CHATER FAMILY TRUST
$2,569,044
$2,519,044
DOR 01 2023-00429
16961600009 ZACHARY A LIEBETREU 11:00 AM to 1:00 PM SMALL, DAVID B ROBIN E
$21,030,284
$20,980,284
Hearing Date: 11/7/2023
10/12/2023 4:07:23PM Page 1 of 7
Checklist Exhibit " 7"
Page 31 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Value Adjustment Board
Gary Young
735 Eighth St. S.
Collier County, Florida
Scheduled Hearings
Naples, 34S.
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition #
Parcel # Notice Name
HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/712023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_31 2023-01261
16002880005 TODD STEVENS
9:00 AM to 11:00 AM STEVENS, TODD J $4,641,905 $4,280,305
DOR 11 2023-01262
16002880005 TODD STEVENS
9:00 AM to 11:00 AM TODD STEVENS $4,641,905 $4,280,305
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00311 14150650008 JOHN MCDONALD 1:00 PM to 3:00 PM TIMOTHY RUDIE TRUST $9,546,140 $5,057,800
DOR 01 2023-00312 14008960002 JOHN MCDONALD 1:00 PM to 3:00 PM MILLS, ROBERT G, MAUREEN MP $10,589,090 $8,820,835
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00463
11180480005
BRIAN DEPOTTER
1:00 PM to 3:00 PM
SPIRIT MASTER FUNDING VII LLC
$4,457,084
$4,457,084
DOR 01 2023-00464
11180080007
BRIAN DEPOTTER
1:00 PM to 3:00 PM
SPIRIT MASTER FUNDING VII LLC
$4,636,995
$4,636,995
DOR 01 2023-00465
20760280001
BRIAN DEPOTTER
1:00 PM to 3:00 PM
MHH NAPLES HOLDINGS LLC, C/
$14,627,596
$14,627,596
DOR 01 2023-00472
20760560006
BRIAN DEPOTTER
1:00 PM to 3:00 PM
FLIP 4501 LLC
$14,690,067
$14,690,067
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00542 85000747757 SCOTT TYLER 11:00 AM to 1:00 PM YARD HOUSE, C/O RYAN LLC $1,239,167 $1,214,167
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00284 12930520004 PIEKENBROCK JR, ROBERT J, : 9:00 AM to 11:00 AM PIEKENBROCK JR, ROBERT J, Sl $4,683,323 $4,633,323
10/12/2023 4:07:23PM Page 2 of 7
Checklist Exhibit " 7"
Page 32 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Value Adjustment Board
Gary Young
Collier County, Florida
735 Eighth St. S.
Scheduled Hearings
Naples, FL 34102
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel # Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/21/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR-01 2023-00302
14019920002 JOHN MCDONALD 11:00 AM to 1:00 PM KBP REALTY LLC, ATTN: REBEC( $2,067,304 $2,067,304
Hearing Date: 11/22/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00317
16005080006
JOHN MCDONALD
9:00 AM to 11:00 AM
ARGYPOULOS, TRIANTAFILOS D,
$2,699,322
$2,149,322
DOR 01 2023-00352
01831320000
JOHN MCDONALD
11:00 AM to 1:00 PM
1795 GORDON LLC, %TOM ROBE
$7,448,100
$5,663,405
DOR 01 2023-00353
01831000003
JOHN MCDONALD
11:00 AM to 1:00 PM
ROBERTS, MICHAEL MELODYA
$6,771,000
$5,449,143
DOR 01 2023-00354
17412400003
JOHN MCDONALD
11:00 AM to 1:00 PM
RUM ROW LLC
$14,854,775
$14,854,775
DOR-01 2023-00355
02880560001
JOHN MCDONALD
1:00 PM to 3:00 PM
ROBERTS, THOMAS KARIN
$16,603,217
$16,603,217
DOR-01 2023-00740
13800160001
DAN LEONARD, JLL
9:00 AM to 11:00 AM
NAPLES FL PROPCO LLC, %ALT(
$7,076,183
$7,076,183
DOR-01 2023-00739
01783200003
MICHELE MARIE KELLY TRUST
9:00 AM to 11:00 AM
MICHELE MARIE KELLY TRUST
$17,476,334
$8,573,135
DOR-01 2023-00741
01783240005
933 18TH AVENUE SOUTH LLC,
11:00 AM to 1:00 PM
933 18TH AVENUE SOUTH LLC, i
$12,663,493
$7,497,729
Hearing Date: 11/29/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR-01
2023-00327
08560000623
DONALD
BENNETT
9:00 AM to 11:00
AM
COMAX PARTNERS LP, % BEECF
$16,012,900
$8,045,585
DOR-01
2023-00328
08560000607
DONALD
BENNETT
9:00 AM to 11:00
AM
COMAX PARTNERS LP, % BEECF
$13,397,050
$7,867,404
DOR
01 2023-00329
08560000584
DONALD
BENNETT
9:00 AM to 11:00
AM
COMAX PARTNERS LP, % BEECF
$15,015,600
$8,817,961
DOR
01 2023-00330
16911040004
DONALD
BENNETT
9:00 AM to 11:00
AM
MONTGOMERY STREET REALTY
$756,346
$551,223
DOR
01 2023-00331
16911080006
DONALD
BENNETT
9:00 AM to 11:00
AM
MONTGOMERY STREET REALTY
$761,587
$554,479
DOR
01 2023-00332
16910600005
DONALD
BENNETT
11:00 AM to 1:00
PM
MONTGOMERY STREET REALTY
$745,862
$543,855
DOR
01 2023-00334
15500320000
DONALD
BENNETT
11:00 AM to 1:00
PM
MONTGOMERY ST REALTY LLC
$6,004,230
$3,414,209
10/12/2023 4:07:23PM
Page 3 of 7
Checklist Exhibit " 7"
Page 33 of 133
2023 Collier VAB
Checklist Exhibit "T'
City of Naples
Value Adjustment Board
Gary Young
Collier County, Florida
735 Eighth St. S.
Scheduled Hearings
Naples, 34S.
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition #
Parcel # Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/29/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00402
06282920009 RAYMOND J BONIFACE FAM TF 1:00 PM to 3:00 PM RAYMOND J BONIFACE FAM TRL $4,241,295 $1,812,889
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00248 20760400001 TIM HART 9:00 AM to 11:00 AM BRIXMOR PARK SHORE SC LLC, $39,603,057 $32,549,657
DOR 01 2023-00395 12782360001 CARL W SUAREZ AND SUSAN L 1:00 PM to 3:00 PM CARL W SUAREZ AND SUSAN AI` $2,772,917 $1,220,196
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00524 18412400002 KENLYN T GRETZ FAM TRUST; 1:00 PM to 3:00 PM KENLYN T GRETZ FAM TRUST 2C $7,630,000 $3,201,243
Hearing Date: 12/6/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00570
16962160001 LINNEMAN, CHRISTOPHER M, F 11:00 AM to 1:00 PM LINNEMAN, CHRISTOPHER M, KP
$15,314,352
$15,264,352
DOR 01 2023-00579
12982160001 ARCHER C GILLESPIE REVOC l 1:00 PM to 3:00 PM ARCHER C GILLESPIE REVOC TF
$5,075,744
$3,235,541
DOR 01 2023-00674
16054520009 MARINO, RICHARD A, SUSAN F 11:00 AM to 1:00 PM MARINO, RICHARD A, SUSAN F C
$2,663,548
$2,613,548
Hearing Date: 12/7/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00586
14017360004 DCRE LLLP 9:00 AM to 11:00 AM DCRE LLLP
$9,511,950
$7,259,501
DOR 01 2023-00606
17011160003 JOHN MCDONALD 11:00 AM to 1:00 PM ASKAR, KOUSAY S
$17,553,033
$9,251,708
DOR 01 2023-00607
17412840003 HAIR RE CONSULTANTS INC 11:00 AM to 1:00 PM 3000 RUM ROW LLC
$32,083,450
$21,463,773
10/12/2023 4:07:23PM
Page 4 of 7
Checklist Exhibit "T'
Page 34 of 133
2023 Collier VAB
Checklist Exhibit " 7"
City of Naples
Gary Young
735 Eighth St. S.
Naples, FL 34102
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/7/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
Market Value
DOR_01 2023-00614
10760004789
KEEWAYDIN ISLAND, DEVELOP
1:00 PM to 3:00 PM
KEEWAYDIN ISLAND, DEVELOPN
$530,510
DOR_01 2023-00615
10760004802
KEEWAYDIN ISLAND, DEVELOP
1:00 PM to 3:00 PM
KEEWAYDIN ISLAND, DEVELOPN
$859,182
DOR_01 2023-00616
10760004828
KEEWAYDIN ISLAND, DEVELOP
1:00 PM to 3:00 PM
KEEWAYDIN ISLAND, DEVELOPN
$903,862
DOR_01 2023-00617
10760004844
KEEWAYDIN ISLAND, DEVELOP
1:00 PM to 3:00 PM
KEEWAYDIN ISLAND, DEVELOPN
$921,790
Hearing Date: 12/812023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
Taxable Value
$530,510
$859,182
$903,862
$921,790
DOR_01 2023-00618
10760004860
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$909,417
$909,417
DOR_01 2023-00619
10760004886
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$629,722
$629,722
DOR_01 2023-00620
10760004925
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$964,251
$964,251
DOR_01 2023-00621
10760004941
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$966,772
$966,772
DOR_01 2023-00622
10760004967
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$916,147
$916,147
DOR_01 2023-00623
10760004983
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$923,981
$923,981
DOR_01 2023-00624
10760005063
KEEWAYDIN ISLAND, DEVELOP
11:00 AM to 1:00 PM
KEEWAYDIN ISLAND, DEVELOPN
$434,662
$434,662
DOR_01 2023-00627
16960480000
MAXWELL, HENDRY & SIMMON
11:00 AM to 1:00 PM
DENISE C COLE LIVING TRUST
$13,678,761
$9,380,855
Hearing Date: 12/11/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00584 14024160006 338 4TH AVE NORTH LLC 9:00 AM to 11:00 AM 338 4TH AVE NORTH LLC $5,587,552 $3,417,623
DOR 01 2023-00639 15956440000 BRIAN DEPOTTER 9:00 AM to 11:00 AM FLORIDA LIFESTYLE HOMES INC $2,161,576 $2,161,576
Hearing Date: 12/13/2023
10/12/2023 4:07:23PM Page 5 of 7
Checklist Exhibit " 7"
Page 35 of 133
2023 Collier VAB
Checklist Exhibit "T'
City of Naples
Gary Young
735 Eighth St. S.
Naples, FL 34102
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/13/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
Market Value Taxable Value
DOR_01 2023-00686
12734640009
FRENCH, GLENN EUGENE
11:00 AM to 1:00 PM
FRENCH, GLENN EUGENE
$3,764,081
$1,506,217
DOR_01 2023-00715
16055480009
CULP, JONATHAN WHITNEY
11:00 AM to 1:00 PM
CULP, JONATHAN WHITNEY
$3,099,105
$3,099,105
DOR_01 2023-00721
14011720006
405 FIFTH AVENUE S HOLDING
1:00 PM to 3:00 PM
PETTIT SQUARE HOLDINGS LLC,
$5,921,792
$5,921,792
DOR_01 2023-00726
14600360000
TEMPEL SMITH TRUST, RIVA C,
1:00 PM to 3:00 PM
TEMPLE SMITH SR TRUST
$14,309,280
$12,468,515
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00781
17210200007
Ander Solupe
9:00 AM to 11:00 AM
YUNG, MARTHA
$31,238,763
$16,543,823
DOR_01 2023-00735
10760005005
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$1,251,032
$1,251,032
DOR_01 2023-00743
10760005021
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$459,040
$459,040
DOR_01 2023-00744
10760005047
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$436,567
$436,567
DOR_01 2023-00745
10760005089
KEEWAYDIN ISLAND, DEVELOP
9:00 AM to 11:00 AM
KEEWAYDIN ISLAND, DEVELOPN
$433,301
$433,301
DOR_01 2023-01056
03280080009
KEEWAYDIN MARINA LLC ROBE
11:00 AM to 1:00 PM
KEEWAYDIN MARINA LLC
$3,996,473
$3,996,473
DOR_01 2023-01080
06232680001
GULLAPALLI, RABIKA, SUDHAK
11:00 AM to 1:00 PM
GULLAPALLI, RABIKA, SUDHAKEI
$5,708,416
$3,896,504
DOR_01 2023-01081
16007320007
T SCOTT HUGHES TERRY HUC
11:00 AM to 1:00 PM
T SCOTT HUGHES
$2,264,045
$2,214,045
Hearing Date: 12/15/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01110 12832640008 MAXWELL, HENDRY & SIMMON 11:00 AM to 1:00 PM HARTZELL, KEVIN P $2,861,505 $1,231,819
DOR 01 2023-01111 12783480003 MAXWELL, HENDRY & SIMMON 11:00 AM to 1:00 PM KEATON, ROGER M, SUNNY KEA $2,860,080 $1,194,252
Hearing Date: 12/19/2023
10/12/2023 4:07:23PM Page 6 of 7
Checklist Exhibit "T'
Page 36 of 133
2023 Collier VAB
Checklist Exhibit "7"
City of Naples
Value Adjustment Board
Gary Young
Collier County, Florida
735 Eighth St. S.
Scheduled Hearings
Naples, 34S.
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition #
Parcel # Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 12/19/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00681
14031280005 BRIAN DEPOTTER 9:00 AM to 11:00 AM 575 13TH AVE S NOMINEE TRUS- $3,533,707 $2,111,65E
Hearing Date: 1/2/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01153 12831640009 DUSZYNSKI HAY FAMILY TRUS 11:00 AM to 1:00 PM DUSZYNSKI HAY FAMILY TRUST $5,428,643 $5,088,495
Hearing Date: 1/8/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01172 17012520008 PIVOTAL TAX SOLUTIONS 9:00 AM to 11:00 AM DVM PROPERTY LLC $28,436,767 $19,685,771
Total Hearings Scheduled: 75
10/12/2023 4:07:23PM Page 7 of 7
Checklist Exhibit "7"
Page 37 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Everglades City
Value Adjustment Board
Howie Grimm
PO Box 110
Collier County, Florida
Everglades City, FL 34139
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/112023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00271 83480000427
SABRINA W ROBINSON, ESQ. 9:00 AM to 11:00 AM ROMANELLI, PIETRO ELENA $279,790 $279,790
Hearing Date: 11/3/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00709 84090200166 BRIAN DEPOTTER 1:00 PM to 3:00 PM JUNGLE ERVS LLC $200,874 $200,874
Hearing Date: 12/19/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00704
83540240004
BRIAN DEPOTTER
11:00 AM to 1:00 PM
EVERGLADES AIRBOAT RESORT
$590,843
$233,879
DOR-01 2023-00705
83540360007
BRIAN DEPOTTER
11:00 AM to 1:00 PM
JUNGLE ERVS LLC
$1,385,351
$626,331
DOR 01 2023-00706
83540601009
BRIAN DEPOTTER
1:00 PM to 3:00 PM
MADHAV GROUP LLC
$380,669
$162,219
DOR 01 2023-00707
83540604006
BRIAN DEPOTTER
1:00 PM to 3:00 PM
MADHAV GROUP LLC
$412,720
$161,345
DOR 01 2023-00708
83740420006
BRIAN DEPOTTER
1:00 PM to 3:00 PM
IVEY HOUSE LLC
$3,258,512
$2,946,921
Total Hearings Scheduled: 7
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 38 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Immokalee
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/21/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01156 00136441805 ROLANDO WEST 9:00 AM to 11:00 AM 7-ELEVEN INC
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,843,108 $922,317
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 39 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Immokalee
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00503 00084040002 BRENDAN LYNCH
11:00 AM to 1:00 PM OAK ST INVSMT GRADE NET LEA $4,434,426 $3,949,044
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00544 85000089790 SCOTT TYLER 11:00 AM to 1:00 PM WINN-DIXIE STORES INC #751, S $2,322,753 $2,297,753
Hearing Date: 11/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00557
00085040001
DAVID PICHLER
9:00 AM to 11:00 AM
1102 IMMOKALEE LLC, % CVS #3
$1,941,815
$1,838,827
DOR 01 2023-00553
63858360007
B B CASH GROCERY STORES
11:00 AM to 1:00 PM
B B CASH GROCERY STORES IN
$442,499
$242,474
DOR-01 2023-00554
52650040002
B B CASH GROCERY STORES
11:00 AM to 1:00 PM
NEBRASKA AVE CORP, % B B C/
$521,495
$294,911
DOR 01 2023-00555
00073320005
B B CASH GROCERY STORES
11:00 AM to 1:00 PM
HANDY FOOD STORES INC, % H/
$733,649
$348,315
DOR 01 2023-00556
77160120002
B B CASH GROCERY STORES
11:00 AM to 1:00 PM
HANDY FOOD STORE INC, % HAP
$442,263
$224,905
Hearing Date: 12/6/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail
East, Suite419, Naples, FL 34112
DOR 01 2023-00532
00126120000
FLANAGAN BILTON LLC
9:00 AM to 11:00 AM
IMMOKALEE APARTMENTS LLC
$5,728,982
$5,162,986
Total Hearings Scheduled: 8
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 40 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/16/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00510 24825000041 BRENDAN LYNCH 1:00 PM to 3:00 PM A C MAYER MAYER S, COLLIER B
Total Hearings Scheduled: 1
Market Value Taxable Value
$3,782,933 $2,515,725
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 41 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00405 38332360008 HOLLY MADDEN C/O ALTUS GR 9:00 AM to 11:00 AM NAPLES HMA INC, % ALTUS GRC $32,375,544
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$32,375,544
Page 1 of 1
Checklist Exhibit " 7"
Page 42 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00734 38229440002 2061 SANTA BARBARA BLVD LL 1:00 PM to 3:00 PM 2061 SANTA BARBARA BLVD LLC $741,250
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$741,250
Page 1 of 1
Checklist Exhibit " 7"
Page 43 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 10/26/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00095 81194006586
ROBERTSON, LORI 1:00 PM to 3:00 PM ROBERTSON, LORI $299,988 $201,969
Hearing Date: 12/7/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00588 33155000029 FLANAGAN BILTON LLC C/O KY 9:00 AM to 11:00 AM BCHD PARTNERS II LLC, % HAILS $10,956,098 $10,956,098
Total Hearings Scheduled: 2
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 44 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/11/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_01 2023-00632 00256480005 ROBERT RIBAR C/O THE STALL 9:00 AM to 11:00 AM KNICKERBOCKER PROPERTIES
Total Hearings Scheduled: 1
Market Value Taxable Value
$54,210,957 $35,785,753
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 45 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_02 2023-00651 85000558632 BRIEANNE WALLER 9:00 AM to 11:00 AM WAL-MART SUPERCENTER #505
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00637 62030900228 SOPHIA SEIME 1:00 PM to 3:00 PM PRO RESOURCE RESRC DEV IN(
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01093 59712000488 WAL-MART STORES EAST LP, ° 1:00 PM to 3:00 PM WAL-MART STORES EAST LP, % 1
Total Hearings Scheduled: 3
Market Value Taxable Value
$2,631,817 $2,606,817
$1,712,500 $1,573,622
$20,445,371 $20,445,371
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 46 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01165 63104280006 ROLANDO WEST 1:00 PM to 3:00 PM 7-ELEVEN, INC, % RYAN LLC $1,647,294
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$596,486
Page 1 of 1
Checklist Exhibit "7"
Page 47 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 12/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00659 62253720007
PATRICK DOWLING - TAXPROP 1:00 PM to 3:00 PM SAGAMORE CAPITAL LLC $405,364 $288,204
DOR 01 2023-00660 62256440009
PATRICK DOWLING - TAXPROP 1:00 PM to 3:00 PM SAGAMORE CAPITAL LLC $418,264 $290,158
Hearing Date: 12/11/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00656
62103120003 PATRICK DOWLING - TAXPROP 11:00 AM to 1:00 PM SAGAMORE CAPITAL LLC
$428,073
$319,007
DOR 01 2023-00657
62103160005 PATRICK DOWLING - TAXPROP 11:00 AM to 1:00 PM SAGAMORE CAPITAL LLC
$428,073
$319,007
DOR 01 2023-00658
62253680008 PATRICK DOWLING - TAXPROP 11:00 AM to 1:00 PM SAGAMORE CAPITAL LLC
$405,364
$288,204
Total Hearings Scheduled: 5
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 48 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 10/26/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00193 00394160009 CHRISTOPHER M. BATES 11:00 AM to 1:00 PM NEPTUNE NAPLES LLLP
Total Hearings Scheduled: 1
Market Value Taxable Value
$8,480,063 $8,480,063
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 49 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 10/26/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00196 81076000066
ERNST & YOUNG LLC 1:00 PM to 3:00 PM MURPHY OIL USA INC $2,011,558 $1,350,217
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00650 85000614673 BRIEANNE WALLER 9:00 AM to 11:00 AM WAL-MART SUPERCENTER #341$3,236,194 $3,211,194
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01094 81076000040 WAL-MART STORES EAST LP, ° 1:00 PM to 3:00 PM WAL-MART STORES EAST LP, % 1 $20,544,237 $20,544,237
Total Hearings Scheduled: 3
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 50 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00600 67181600003
STOUT, CHRISTOPHER J, RACF 9:00 AM to 11:00 AM STOUT, CHRISTOPHER J, RACHE $9,644,997 $9,497,904
Hearing Date: 12/11/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00640 67231240009 BRIAN DEPOTTER 9:00 AM to 11:00 AM FLORIDA LIFESTYLE HOMES INC $2,769,436 $2,769,436
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01058 67287600004 HOLES, JARED F, PALOMA HUE 11:00 AM to 1:00 PM HOLES, JARED F, PALOMA HUER $5,523,432 $3,738,236
Total Hearings Scheduled: 3
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 51 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01169 00242360003 PIVOTAL TAX SOLUTIONS 1:00 PM to 3:00 PM NAPLES J AUTOMOTIVE MGMT L $13,962,300
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$13,962,300
Page 1 of 1
Checklist Exhibit " 7"
Page 52 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name
Hearing Date: 10/23/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00387 24755002504 BETTENCOURT TAX ADVISORS 3:00 PM to 4:30 PM NAPLES LIVINGSTON LLC
Hearing Date: 12/7/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00587 00293400006 FLANAGAN BILTON LLC C/O KY 9:00 AM to 11:00 AM SOUTHWIND VILLAGE MHC LLC
Total Hearings Scheduled: 2
Market Value Taxable Value
$99,111,257 $99,111,257
$11,831,093 $8,218,007
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 53 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Hearing Date: 10/26/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00108 74937502021 DICKINSON, THOMAS E CARLY 3:00 PM to 4:30 PM DICKINSON, THOMAS E CARLYF
Hearing Date: 11/7/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_31 2023-00109 74937502021 DICKINSON, THOMAS E CARLY 1:00 PM to 3:00 PM DICKINSON, THOMAS E CARLYF
Hearing Date: 12/15/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01053 66035003964 KEZESKE, RONALD ASCHLEY 9:00 AM to 11:00 AM KEZESKE, RONALD ASCHLEY
Total Hearings Scheduled: 3
Market Value Taxable Value
$1,309,942 $1,265,556
$1,309,942 $1,265,556
$1,364,476 $938,625
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 54 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00287 47780006866 JOHN MCDONALD 9:00 AM to 11:00 AM OWCZARZ, ALEKSANDER MARY $719,557
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$0
Page 1 of 1
Checklist Exhibit " 7"
Page 55 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 10/27/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00221 00168040106 MICHAEL C. JOYCE, DELOITTE 11:00 AM to 1:00 PM TRAIL BOULEVARD LLLP, % EXTF
$7,692,117
$5,557,255
DOR 01 2023-00222 00168042706 MICHAEL C. JOYCE, DELOITTE 11:00 AM to 1:00 PM TRAIL BOULEVARD LLP, C/O EXT
$10,102,762
$7,019,665
Hearing Date: 11/2/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00371 29505006700 TOMSIC, LAWRENCE W 9:00 AM to 11:00 AM TOMSIC, LAWRENCE W
$1,234,945
$1,234,945
Hearing Date: 11/3/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00468 56339011769 BRIAN DEPOTTER 9:00 AM to 11:00 AM MAGNOLIA SQUARE APARTMEN
$62,966,377
$62,966,377
DOR 01 2023-00469 56339011662 BRIAN DEPOTTER 9:00 AM to 11:00 AM MAGNOLIA SQUARE APARTMEN
$38,357,089
$38,357,089
Hearing Date: 11/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00432 46690000102 THB SERVICES, LLC 11:00 AM to 1:00 PM LAKE MICHIGAN CREDIT UNION
$1,964,842
$1,841,098
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00307 23932000184 JOHN MCDONALD 9:00 AM to 11:00 AM MARY KATHLEEN ABBOUD TRUE
$10,923,393
$8,770,181
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
10/12/2023 4:07:23PM
Page 1 of 7
Checklist Exhibit " 7"
Page 56 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00504 00177000205 BRENDAN LYNCH
11:00 AM to 1:00 PM CHARLESMEAD MERIDIAN LLC E $5,967,108 $5,050,738
DOR 01 2023-00506 00236320004 BRENDAN LYNCH
11:00 AM to 1:00 PM EKL PROPERTIES LLC, WALGREI $6,090,503 $5,434,886
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00549 85000678169 SCOTT TYLER 1:00 PM to 3:00 PM TRADERS JOE S, ATTN: TAX DEF $752,947 $727,947
Hearing Date: 11/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00238
00167800004
TIM HART
1:00 PM to 3:00 PM
BRIXMOR GRANADA SHOPES LL
$38,866,556
$38,866,556
DOR 01 2023-00239
00168042308
TIM HART
1:00 PM to 3:00 PM
BRIXMOR GRANADA SHOPES LL
$17,796,562
$17,796,562
DOR 01 2023-00240
00168042405
TIM HART
1:00 PM to 3:00 PM
BRIXMOR GRANADA SHOPPES L
$3,139,836
$3,139,836
DOR 01 2023-00241
00168042502
TIM HART
1:00 PM to 3:00 PM
BRIXMOR GRANADA SHOPPES L
$2,521,252
$2,521,252
DOR 01 2023-00242
00168042609
TIM HART
1:00 PM to 3:00 PM
BRIXMOR GRANADA SHOPPES L
$11,532,268
$11,532,268
DOR 01 2023-00243
00168047002
TIM HART
1:00 PM to 3:00 PM
BRIXMOR GRANADA SHOPPES L
$4,882,560
$4,882,560
DOR 01 2023-00559
34569500127
DAVID PICHLER
9:00 AM to 11:00 AM
JFN 2375, LLC, C/O #5187-01
$4,428,118
$3,358,344
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00628 67343600003 URREA FAMILY TRUST 1:00 PM to 3:00 PM URREA FAMILY TRUST $2,110,046 $1,395,314
Hearing Date: 12/5/2023
10/12/2023 4:07:23PM Page 2 of 7
Checklist Exhibit "7"
Page 57 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value Taxable Value
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00474 56339010142 BRIAN DEPOTTER
1:00 PM to 3:00 PM MAGNOLIA SQUARE APARTMEN $4,788,120 $3,862,417
DOR 01 2023-00475 56339010126 BRIAN DEPOTTER
1:00 PM to 3:00 PM MAGNOLIA SQUARE APARTMEN' $2,780,880 $2,243,243
Hearing Date: 12/19/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00712 00236440007 BRIAN DEPOTTER 1:00 PM to 3:00 PM OASIS NAPLES APARTMENTS ILL $31,169,027 $28,580,827
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR-01 2023-01155 00167480000 ROLANDO WEST 9:00 AM to 11:00 AM 1291 REALTY LLC $3,711,504 $2,114,060
DOR 01 2023-01160 29331190709 ROLANDO WEST 11:00 AM to 1:00 PM CREEKSIDE WEST INC, % RYAN $3,576,438 $2,133,170
Hearing Date: 1/8/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01175 60204250188 PIVOTAL TAX SOLUTIONS 9:00 AM to 11:00 AM FIR MANAGEMENT LLC $392,160 $392,160
Hearing Date: 1/11/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR
01 2023-01179
64539004348
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00
AM
PACIFICA
ARBOUR WALK
LLC
$179,010
$134,405
DOR
01 2023-01180
64539004429
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00
AM
PACIFICA
ARBOUR WALK
LLC
$126,360
$98,010
DOR
01 2023-01181
64539004461
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00
AM
PACIFICA
ARBOUR WALK
LLC
$179,010
$134,405
DOR
01 2023-01182
64539004526
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00
AM
PACIFICA
ARBOUR WALK
LLC
$181,010
$136,825
10/12/2023 4:07:23PM
Page 3 of 7
Checklist Exhibit " 7"
Page 58 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 1/11/2024
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL
34112
DOR_01 2023-01183
64539004746
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$126,360
$98,010
DOR_01 2023-01184
64539004827
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$181,010
$136,825
DOR_01 2023-01185
64539004908
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$128,360
$100,430
DOR_01 2023-01186
64539004940
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$181,010
$136,825
DOR_01 2023-01187
64539004966
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$181,010
$136,825
DOR_01 2023-01188
64539004982
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$179,010
$134,405
DOR 01 2023-01192
64539005004
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$179,010
$134,405
DOR 01 2023-01193
64539005062
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$126,360
$98,010
DOR 01 2023-01194
64539005101
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$179,010
$134,405
DOR 01 2023-01195
64539005127
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$179,010
$134,405
DOR 01 2023-01196
64539005266
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$181,010
$136,825
DOR 01 2023-01197
64539005305
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR 01 2023-01198
64539005321
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$198,855
$152,060
DOR 01 2023-01199
64539005389
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR 01 2023-01200
64539005444
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$200,855
$154,480
DOR_01 2023-01201
64539005486
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$207,290
$159,311
DOR_01 2023-01202
64539005525
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$200,855
$154,480
DOR_01 2023-01203
64539005541
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR_01 2023-01204
64539005622
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR_01 2023-01205
64539005745
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR_01 2023-01206
64539005761
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$200,855
$154,480
DOR_01 2023-01207
64539005949
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
10/12/2023 4:07:23PM
Page 4 of 7
Checklist Exhibit " 7"
Page 59 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 1/11/2024
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL
34112
DOR_01 2023-01208
64539006029
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR_01 2023-01209
64539006045
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$198,855
$152,060
DOR_01 2023-01210
64539006061
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR_01 2023-01211
64539006087
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$200,855
$154,480
DOR 01 2023-01212
64539006142
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR 01 2023-01213
64539006168
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$200,855
$154,480
DOR 01 2023-01214
64539006184
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR 01 2023-01215
64539006320
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$200,855
$154,480
DOR 01 2023-01216
64539006388
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR 01 2023-01217
64539006540
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR 01 2023-01218
64539006621
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR 01 2023-01219
64539006744
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$150,200
$117,370
DOR 01 2023-01220
64539006841
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$198,855
$152,060
DOR 01 2023-01221
64539006906
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR 01 2023-01222
64539006922
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$198,855
$152,060
DOR 01 2023-01223
64539006948
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR_01 2023-01224
64539007002
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$207,290
$159,311
DOR_01 2023-01225
64539007028
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR_01 2023-01226
64539007109
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$126,360
$98,010
DOR_01 2023-01227
64539007183
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$179,010
$134,405
DOR_01 2023-01228
64539007222
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$181,010
$136,825
DOR_01 2023-01229
64539007248
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$187,010
$144,085
10/12/2023 4:07:23PM
Page 5 of 7
Checklist Exhibit " 7"
Page 60 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 1/11/2024
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL
34112
DOR_01 2023-01230
64539007264
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$128,360
$100,430
DOR_01 2023-01231
64539007280
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$134,360
$107,690
DOR_01 2023-01232
64539007303
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$128,360
$100,430
DOR_01 2023-01233
64539007329
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$134,360
$107,690
DOR_01 2023-01234
64539007345
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$181,010
$136,825
DOR_01 2023-01235
64539007361
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$187,010
$144,085
DOR_01 2023-01236
64539007387
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR 01 2023-01237
64539007400
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$198,855
$152,060
DOR 01 2023-01238
64539007426
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$205,290
$156,891
DOR 01 2023-01239
64539007468
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$192,855
$144,800
DOR 01 2023-01240
64539007484
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$198,855
$152,060
DOR 01 2023-01241
64539007507
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR 01 2023-01242
64539007523
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$200,855
$154,480
DOR 01 2023-01243
64539007565
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$207,290
$159,311
DOR 01 2023-01244
64539007581
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$194,855
$147,220
DOR_01 2023-01245
64539007604
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$200,855
$154,480
DOR_01 2023-01246
64539007620
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$148,200
$114,950
DOR_01 2023-01247
64539007646
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$154,200
$122,210
DOR_01 2023-01248
64539007701
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$150,200
$117,370
DOR_01 2023-01249
64539007727
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$156,200
$124,630
DOR_01 2023-01250
64539007743
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$150,200
$117,370
DOR_01 2023-01251
64539007785
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$179,010
$134,405
10/12/2023 4:07:23PM
Page 6 of 7
Checklist Exhibit " 7"
Page 61 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime
Owner Name
Market Value
Taxable Value
Hearing Date: 1/11/2024
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL
34112
DOR_01 2023-01252
64539007808
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$185,010
$141,665
DOR_01 2023-01253
64539007866
PIVOTAL TAX SOLUTIONS
9:00 AM to 11:00 AM
PACIFICA ARBOUR WALK LLC
$126,360
$98,010
DOR_01 2023-01254
64539007905
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$179,010
$134,405
DOR 01 2023-01255
64539007921
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$185,010
$141,665
DOR 01 2023-01256
64539007947
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$181,010
$136,825
DOR 01 2023-01257
64539008001
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$134,360
$107,690
DOR 01 2023-01258
64539008069
PIVOTAL TAX SOLUTIONS
11:00 AM to 1:00 PM
PACIFICA ARBOUR WALK LLC
$181,010
$136,825
Total Hearings Scheduled: 101
10/12/2023 4:07:23PM Page 7 of 7
Checklist Exhibit " 7"
Page 62 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/15/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01112 00390640002 MAXWELL, HENDRY & SIMMON 11:00 AM to 1:00 PM RKDAVIS REAL EST HOLDINGS L
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,661,985 $1,661,985
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 63 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00455 51393520000 BRIAN DEPOTTER 1:00 PM to 3:00 PM MCKITTRICK, ELENA, ROBERT El $1,034,442
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$1,034,442
Page 1 of 1
Checklist Exhibit " 7"
Page 64 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 10/30/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_31 2023-00013 40578680006 ROBINS, JANICE A, KENNETH E 1:00 PM to 3:00 PM ROBINS, JANICE A, KENNETH E F
Total Hearings Scheduled: 1
Market Value Taxable Value
$463,995 $292,645
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 65 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 10/27/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00200 60505000105 VICKS III, DWIGHT E, JUDITH V 3:00 PM to 4:30 PM VICKS III, DWIGHT E, JUDITH V S'
$946,520
$687,873
DOR 01 2023-00296 76960002648 JOHN MCDONALD 1:00 PM to 3:00 PM LEVY REIS, IGOR
$3,428,080
$3,330,529
Hearing Date: 10/30/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 15 2023-00001 22350004129 ORLIKOFF, CHRISTA E 9:00 AM to 11:00 AM ORLIKOFF, CHRISTA E
$117,306
$51,606
Hearing Date: 11/112023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00270 00152240006 SABRINA W ROBINSON, ESQ. 9:00 AM to 11:00 AM TRI I ASSOC LLC
$17,454,398
$13,523,149
Hearing Date: 11/2/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00383 22510101147 COCKRELL II, DALE KETE KARI 9:00 AM to 11:00 AM COCKRELL II, DALE KETE KAREI
$6,030,438
$5,980,438
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00490 00144680001 BRIAN DEPOTTER 11:00 AM to 1:00 PM NAPLES AMBERLEY LLC
$37,865,893
$18,515,011
DOR 01 2023-00507 00154560807 BRENDAN LYNCH 1:00 PM to 3:00 PM JWB COMPANY I LLC
$6,008,771
$5,667,266
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
10/12/2023 4:07:23PM
Page 1 of 3
Checklist Exhibit " 7"
Page 66 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00649 85000246180 BRIEANNE WALLER 9:00 AM to 11:00 AM WAL-MART STORES EAST LP #14
$1,805,648
$1,780,648
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00195 00153280007 LUCAS CLARY, RYAN 9:00 AM to 11:00 AM CEMEX CONSTRUCTION MATERI
$5,117,701
$4,649,434
DOR 01 2023-00597 22510101121 BRANCH, HOMER PATRICIA 9:00 AM to 11:00 AM BRANCH, HOMER PATRICIA
$6,574,909
$6,524,909
Hearing Date: 11/29/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00393
00158800000 ROB UNKLE 1:00 PM to 3:00 PM GUEST SERVICES CO OF VIRGIN
$13,320,726
$11,400,213
DOR_01 2023-00400
59960010301 BELL, WILLIAM BRADLEY TADE 1:00 PM to 3:00 PM BELL, WILLIAM BRADLEY TADE 1
$2,843,991
$2,843,991
DOR 01 2023-00514
22510100122 STAHL FAMILY TRUST 1:00 PM to 3:00 PM STAHL FAMILY TRUST
$7,032,083
$6,982,083
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00440 00154560108 TEDDYS LAND JOINT VENTURE 11:00 AM to 1:00 PM TEDDYS LAND JOINT VENTURE L $3,135,385 $3,135,385
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00737 22501500906 MULLADY JR, RAYMOND G, ME 9:00 AM to 11:00 AM MULLADY JR, RAYMOND G, MELI $2,196,145 $2,146,145
DOR 01 2023-01095 00157481501 WAL-MART STORES EAST LP, ° 1:00 PM to 3:00 PM WAL-MART STORES EAST LP, % 1 $13,991,450 $13,991,450
Hearing Date: 12/15/2023
10/12/2023 4:07:23PM Page 2 of 3
Checklist Exhibit "7"
Page 67 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/15/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01106 48074800007 SOFIA MANSUROVA 11:00 AM to 1:00 PM 723 PARK AVE LLC $810,842
Total Hearings Scheduled: 17
10/12/2023 4:07:23PM
Taxable Value
$810,842
Page 3 of 3
Checklist Exhibit " 7"
Page 68 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 10/26/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_01 2023-00146 22670703906 J. FRED BURSON 9:00 AM to 11:00 AM SOZIO, JOSEPH J GRACE
Total Hearings Scheduled: 1
Market Value Taxable Value
$854,740 $592,205
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 69 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/21/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00638 78534003725 DENNIS OKLAK 1:00 PM to 3:00 PM OKLAK, DENNIS D DONNA M
Total Hearings Scheduled: 1
Market Value Taxable Value
$11,316,007 $8,054,375
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 70 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 10/25/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00223 00275280008
DELOITTE TAX, LLP 1:00 PM to 3:00 PM WASTE SERVICES OF FLORIDA 1 $1,675,621 $1,312,218
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00245 00275240006 TIM HART 9:00 AM to 11:00 AM TAMIAMI FORD INC $4,807,160 $3,705,429
Total Hearings Scheduled: 2
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 71 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00179 27635720000 389 HERON AVENUE LLC 11:00 AM to 1:00 PM 389 HERON AVENUE LLC
$2,733,719
$1,156,010
Hearing Date: 11/29/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00381 27584160009 O'CONNOR & ASSOCIATES 11:00 AM to 1:00 PM KHAYAT, CHRISTIAN M TWYLA C
$2,702,423
$1,610,679
Hearing Date: 12/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00572 27583280003 METRO 2B LLC 11:00 AM to 1:00 PM METRO 2B LLC
$2,726,113
$2,726,113
Hearing Date: 12/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00644 27585440003 PALADINO, FRANCIS, CLAUDIA 11:00 AM to 1:00 PM PALADINO,, FRANCIS, CLAUDIA S
$2,765,745
$1,160,424
Hearing Date: 12/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00669 27582080000 COLLINS FAMILY TRUST 9:00 AM to 11:00 AM COLLINS FAMILY TRUST
$2,637,890
$993,531
DOR-01 2023-00677 27636200008 MROCZKOWSKI, ANDREJ, JOAP 9:00 AM to 11:00 AM MROEZKOWSKI, ANDREJ, JOANI,
$2,631,656
$1,606,860
DOR 01 2023-00722 27634160001 BOLL INVESTMENTS LLC 1:00 PM to 3:00 PM BOLL INVESTMENTS LLC
$2,524,800
$935,088
DOR 01 2023-00723 27637400001 BOLL INVESTMENTS LLC 1:00 PM to 3:00 PM BOLL INVESTMENTS LLC
$2,524,800
$915,058
Hearing Date: 1/2/2024
10/12/2023 4:07:23PM Page 1 of 2
Checklist Exhibit "7"
Page 72 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 1/2/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01282 27581400005 STERGIOS TALLIDES 9:00 AM to 11:00 AM STERGIOS TALLIDES $5,633,906
DOR 01 2023-01273 27587440001 FYHR, SVEN MAGNUS PAULA 9:00 AM to 11:00 AM FYHR, SVEN MAGNUS PAULA $4,687,107
Total Hearings Scheduled: 10
10/12/2023 4:07:23PM
Taxable Value
$5,633,906
$3,062,862
Page 2 of 2
Checklist Exhibit "7"
Page 73 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/4/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_11 2023-00370 22726000948 HOUK, RYAN PATRICK DEBOR 9:00 AM to 11:00 AM HOUK, RYAN PATRICK DEBORAI
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,095,933 $890,962
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 74 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/6/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_50 2023-00372 78620120004 KRAUS, RUDOLPH J TARAA 11:00 AM to 1:00 PM KRAUS, RUDOLPH J TARAA
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,045,280 $505,908
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 75 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel #
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Notice Name HearingTime Owner Name
Market Value Taxable Value
Hearing Date: 10/27/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00190 54751520005
CHARLES B. CAPPS, ESQ. 9:00 AM to 11:00 AM PATRAS-VENETIS, JOANNE, THC
$5,267,546 $3,107,500
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00599 54753400000
SEMELSBERGER, KEN D, CLAU 9:00 AM to 11:00 AM SEMELSBERGER, KEN D, CLAUD
$10,532,907 $8,208,276
Hearing Date: 12/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00573 22910000123
ZACHARY A LIEBETREU 11:00 AM to 1:00 PM WATKINS, FREDERICK A WILMA
$17,197,478 $17,197,478
Hearing Date: 12/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00714 54750600007
ZACHARY A LIEBETREU 11:00 AM to 1:00 PM 105 BONAIRE LANE LLC
$10,061,563 $10,061,563
Total Hearings Scheduled: 4
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 76 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/19/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01149 22510009809 SUSAN D FAWCETT 1:00 PM to 3:00 PM SUSAN D FAWCETT
Total Hearings Scheduled: 1
Market Value Taxable Value
$6,236,918 $6,186,918
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 77 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00484 55851360009 BRIAN DEPOTTER 9:00 AM to 11:00 AM HEMPHILL FAMILY L C $797,021
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$465,866
Page 1 of 1
Checklist Exhibit "7"
Page 78 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/3/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00485 69650160001 BRIAN DEPOTTER 11:00 AM to 1:00 PM NAPLES 3101 PLACE LLC, NAPLE
DOR_01 2023-00486 69650080000 BRIAN DEPOTTER 11:00 AM to 1:00 PM NAPLES 3101 PLACE LLC, NAPLE
Total Hearings Scheduled: 2
Market Value Taxable Value
$33,343,405 $25,231,931
$59,195,874 $42,732,600
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 79 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 1/2/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01274 27483360007 CHRISTOPHER JOHNSON 9:00 AM to 11:00 AM CHRISTOPHER JOHNSON $4,266,268
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$3,145,128
Page 1 of 1
Checklist Exhibit " 7"
Page 80 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/15/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01099 29820101542 ALBANIS, PANAGIOTIS 9:00 AM to 11:00 AM ALBANIS, PANAGIOTIS $981,614
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$981,614
Page 1 of 1
Checklist Exhibit " 7"
Page 81 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/1/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00250 28440000024 TIM HART 11:00 AM to 1:00 PM PS FLORIDA ONE INC
Total Hearings Scheduled: 1
Market Value Taxable Value
$12,880,903 $9,751,272
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 82 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name
Hearing Date: 11/112023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00520 29520002501 TODD TERRANEO 11:00 AM to 1:00 PM NEW MARKET - CROSSROADS LI
Hearing Date: 11/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00406 80670080001 HOLLY MADDEN C/O ALTUS GR 11:00 AM to 1:00 PM NAPLES HMA INC, % ALTUS GRC
Total Hearings Scheduled: 2
Market Value Taxable Value
$24,409,554 $24,409,554
$59,211,767 $59,211,767
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 83 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 12/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00662 53360000483
PATRICK DOWLING - TAXPROP 1:00 PM to 3:00 PM PROGRESS RES BORROWER 2 L $435,559 $307,799
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01167 64700625608 ROLANDO WEST 1:00 PM to 3:00 PM 7 ELEVEN INC, ONE ARTS PLAZA $2,033,008 $1,536,310
Total Hearings Scheduled: 2
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 84 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00457 77020002804 BRIAN DEPOTTER
11:00 AM to 1:00 PM SUNCOAST INV 1 LLC $2,160,265 $1,701,004
DOR 01 2023-00458 00244280000 BRIAN DEPOTTER
11:00 AM to 1:00 PM 21-S LLC $1,564,836 $965,294
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00244 00243040005 TIM HART 9:00 AM to 11:00 AM PIEDMONT FGIM NAPLES PINE, F $4,202,134 $4,202,134
Hearing Date: 12/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00680 00241360004 PROPERTY TAX CONSULTANT: 9:00 AM to 11:00 AM 1673 PINE RIDGE NAPLES LLC $2,149,695 $2,149,695
Hearing Date: 12/19/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00688
00247600001
BRIAN DEPOTTER
9:00 AM to 11:00 AM
6001 TAYLOR LLC
$1,483,069
$996,931
DOR 01 2023-00689
00251920007
BRIAN DEPOTTER
9:00 AM to 11:00 AM
6001 TAYLOR LLC
$1,295,807
$749,491
DOR 01 2023-00690
00255087441
BRIAN DEPOTTER
9:00 AM to 11:00 AM
6000 TAYLOR ROAD LLC
$1,456,228
$1,456,228
DOR 01 2023-00691
00255087467
BRIAN DEPOTTER
9:00 AM to 11:00 AM
6026 TAYLOR ROAD LLC
$1,599,015
$1,599,015
DOR 01 2023-00701
77020001601
BRIAN DEPOTTER
11:00 AM to 1:00 PM
SINS OF NAPLES, LLC
$1,394,022
$1,183,592
DOR 01 2023-00702
77020001708
BRIAN DEPOTTER
11:00 AM to 1:00 PM
SINS II OF NAPLES, LLC
$1,473,873
$1,410,383
DOR 01 2023-00703
77020006800
BRIAN DEPOTTER
11:00 AM to 1:00 PM
2016 TRADE CENTER WAY LLC
$3,039,397
$3,039,397
Hearing Date: 12/21/2023
10/12/2023 4:07:23PM Page 1 of 2
Checklist Exhibit " 7"
Page 85 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01170 00249240003 PIVOTAL TAX SOLUTIONS 1:00 PM to 3:00 PM NAPLES M AUTOMOTIVE MGMT 1 $5,173,699
Total Hearings Scheduled: 12
10/12/2023 4:07:23PM
Taxable Value
$5,173,699
Page 2 of 2
Checklist Exhibit " 7"
Page 86 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00479 35831360007 BRIAN DEPOTTER 9:00 AM to 11:00 AM D S BABINSKI 2007 REV TRUST
$8,383,958
$6,556,855
DOR 01 2023-00511 36316200005 BRENDAN LYNCH 1:00 PM to 3:00 PM WALGREEN CO, REAL ESTATE P
$3,973,480
$2,599,953
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00545 85000153419 SCOTT TYLER 11:00 AM to 1:00 PM WINN-DIXIE STORES INC #743, S
$2,280,980
$2,255,980
Hearing Date: 11/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00558 36326990101 DAVID PICHLER 9:00 AM to 11:00 AM WEST COAST DEV CORP OF NA
$3,607,967
$2,193,381
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00252 45999300041 TIM HART 11:00 AM to 1:00 PM CARIATI FAMILY LTD
$1,845,045
$1,845,045
Hearing Date: 12/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00663 35772360001 PATRICK DOWLING - TAXPROP 1:00 PM to 3:00 PM MIDWAY EXCHGE BORROWER 2
$326,934
$326,934
DOR 01 2023-00664 36250000002 PATRICK DOWLING - TAXPROP 1:00 PM to 3:00 PM TRUE NORTH PROPERTY, OWNE
$299,003
$223,318
Hearing Date: 12/11/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
10/12/2023 4:07:23PM
Page 1 of 2
Checklist Exhibit "7"
Page 87 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Hearing Date: 12/11/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00655 35641440007 PATRICK DOWLING - TAXPROP 11:00 AM to 1:00 PM FERRY 4161 LLC
Hearing Date: 12/19/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00711 35741040006 BRIAN DEPOTTER 1:00 PM to 3:00 PM CORAL PALMS NA APARTMENTS
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01154 35830040001 ROBERT TURNER 9:00 AM to 11:00 AM PACIFICA NAPLES LLC, ATTN: MI
Total Hearings Scheduled: 10
Market Value Taxable Value
$580,610 $487,879
$49,408,059 $29,838,632
$50,407,122 $31,530,982
10/12/2023 4:07:23PM Page 2 of 2
Checklist Exhibit " 7"
Page 88 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/22/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00348 00168880007 TIM HART
9:00 AM to 11:00 AM EQUITY ONE (PAVILION) INC, AT- $23,835,522 $23,004,897
DOR_01 2023-00349 00176685207 TIM HART
11:00 AM to 1:00 PM EQUITY ONE ( PAVILION) INC, % F $2,957,371 $2,396,939
Total Hearings Scheduled: 2
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 89 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
Petition
Type Petition #
Parcel #
Notice Name
HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 10/25/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01119
61570000045
BALFOUR GLOBAL LLC
9:00 AM to 11:00 AM BALFOUR GLOBAL LLC
$2,348,161
$2,348,161
DOR_01 2023-01126
61570000087
BALFOUR GLOBAL LLC
9:00 AM to 11:00 AM BALFOUR GLOBAL LLC
$295,860
$295,860
DOR_01 2023-01127
61570000100
BALFOUR GLOBAL LLC
11:00 AM to 1:00 PM BALFOUR GLOBAL LLC
$341,370
$341,370
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00246 00726726008 TIM HART 9:00 AM to 11:00 AM UAP - DEVONSHIRE LLC $5,040,232 $5,040,232
DOR_01 2023-00255 52247000028 TIM HART 11:00 AM to 1:00 PM STOR-ALL TAMIAMI TRAIL LLC $12,709,306 $12,709,306
Hearing Date: 12/15/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01120
61570000320
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$398,480
$398,480
DOR_01 2023-01121
61570000362
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$612,340
$612,340
DOR_01 2023-01122
61570000388
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$925,820
$925,820
DOR_01 2023-01123
61570000401
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$397,120
$397,120
DOR 01 2023-01124
61570000469
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$297,840
$297,840
DOR 01 2023-01125
61570000508
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$790,840
$790,840
Hearing Date: 12/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01128 61570000728 BALFOUR GLOBAL LLC 9:00 AM to 11:00 AM BALFOUR GLOBAL LLC $347,820 $347,820
DOR_01 2023-01129 61570000744 BALFOUR GLOBAL LLC 9:00 AM to 11:00 AM BALFOUR GLOBAL LLC $395,250 $395,250
10/12/2023 4:07:23PM Page 1 of 2
Checklist Exhibit " 7"
Page 90 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel #
Notice Name
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 12/20/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Sulte419, Naples, FL
34112
DOR_01 2023-01130
61570000760
BALFOUR GLOBAL LLC
9:00 AM to 11:00 AM
BALFOUR GLOBAL LLC
$196,690
$196,690
DOR_01 2023-01131
61570000786
BALFOUR GLOBAL LLC
9:00 AM to 11:00 AM
BALFOUR GLOBAL LLC
$296,480
$296,480
DOR_01 2023-01132
61570000841
BALFOUR GLOBAL LLC
9:00 AM to 11:00 AM
BALFOUR GLOBAL LLC
$1,051,620
$1,051,620
DOR_01 2023-01133
61570000867
BALFOUR GLOBAL LLC
9:00 AM to 11:00 AM
BALFOUR GLOBAL LLC
$525,810
$525,810
DOR_01 2023-01134
61570000883
BALFOUR GLOBAL LLC
11:00 AM to 1:00 PM
BALFOUR GLOBAL LLC
$476,850
$476,850
DOR_01 2023-01135
61570000922
BALFOUR GLOBAL LLC
11:00 AM to 1:00 PM
BALFOUR GLOBAL LLC
$395,250
$395,250
DOR 01 2023-01136
61570000964
BALFOUR GLOBAL LLC
11:00 AM to 1:00 PM
BALFOUR GLOBAL LLC
$395,250
$395,250
DOR 01 2023-01137
61570000980
BALFOUR GLOBAL LLC
11:00 AM to 1:00 PM
BALFOUR GLOBAL LLC
$477,190
$477,190
DOR 01 2023-01138
61570001002
BALFOUR GLOBAL LLC
11:00 AM to 1:00 PM
BALFOUR GLOBAL LLC
$525,810
$525,810
DOR 01 2023-01139
61570001028
BALFOUR GLOBAL LLC
11:00 AM to 1:00 PM
BALFOUR GLOBAL LLC
$1,051,620
$1,051,620
DOR 01 2023-01140
61570001044
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$602,820
$602,820
DOR 01 2023-01141
61570001060
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$367,370
$367,370
DOR 01 2023-01142
61570001086
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$607,240
$607,240
DOR 01 2023-01143
61570001109
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$477,020
$477,020
DOR 01 2023-01144
61570001167
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$1,381,250
$1,381,250
DOR_01 2023-01145
61570001183
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$429,250
$429,250
DOR_01 2023-01146
61570001206
BALFOUR GLOBAL LLC
9:00 AM to 11:00 AM
BALFOUR GLOBAL LLC
$52,020
$52,020
DOR_01 2023-01147
61570001222
BALFOUR GLOBAL LLC
11:00 AM to 1:00 PM
BALFOUR GLOBAL LLC
$387,940
$387,940
DOR_01 2023-01148
61570001248
BALFOUR GLOBAL LLC
1:00 PM to 3:00 PM
BALFOUR GLOBAL LLC
$394,230
$394,230
Total Hearings Scheduled: 32
10/12/2023 4:07:23PM Page 2 of 2
Checklist Exhibit " 7"
Page 91 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/712023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 11 2023-00645 68986802568 WENZEL, PETER M KATHLEEN 11:00 AM to 1:00 PM WENZEL, PETER M KATHLEEN
$1,035,263
$1,035,263
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00288 31347514367 JOHN MCDONALD 9:00 AM to 11:00 AM BARBARA J GLEASON REV TRU£
$1,577,706
$1,389,216
Hearing Date: 11/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00561 25118010048 DAVID PICHLER 9:00 AM to 11:00 AM LPB CVSNP LLC
$6,487,382
$6,487,382
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00636 21842600142 SOPHIA SEIME 1:00 PM to 3:00 PM ADDISON COMMERCIAL CORNEF
$1,703,648
$1,703,648
Hearing Date: 11/30/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00710 94150000351 BRIAN DEPOTTER 9:00 AM to 11:00 AM CHICK-FIL-A INC-ADDISON PLAC
$1,691,100
$1,691,100
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00253 49660084540 TIM HART 11:00 AM to 1:00 PM PIEDMONT/METROLINA FUND#1:
$3,497,282
$3,497,282
DOR 01 2023-00254 49660084566 TIM HART 11:00 AM to 1:00 PM PIEDMONT/METROLINA FUND#1:
$1,089,000
$1,089,000
10/12/2023 4:07:23PM
Page 1 of 2
Checklist Exhibit " 7"
Page 92 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00263 77459000325 TIM HART 1:00 PM to 3:00 PM STOR-ALL IMMOKALEE BLVD LLC
Hearing Date: 12/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00537 77459000121 FLANAGAN BILTON LLC 9:00 AM to 11:00 AM WPPI NAPLES TF LLC
Total Hearings Scheduled: 9
Market Value Taxable Value
$14,557,557 $14,557,557
$63,462,727 $63,462,727
10/12/2023 4:07:23PM Page 2 of 2
Checklist Exhibit " 7"
Page 93 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Hearing Date: 11/112023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00267 66760001752 SABRINA W ROBINSON, ESQ. 9:00 AM to 11:00 AM LOWES HOME CENTERS INC, AT
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_02 2023-00547 85000628054 SCOTT TYLER 1:00 PM to 3:00 PM MILLERS NAPLES ALE HOUSE,
Hearing Date: 11/22/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01116 66760013038 BOULEVARD SHOPPES II LLC 11:00 AM to 1:00 PM BOULEVARD SHOPPES II LLC
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00461 66760012725 BRIAN DEPOTTER 1:00 PM to 3:00 PM GILL SELECTION II FLORIDA LP, °
Total Hearings Scheduled: 4
Market Value Taxable Value
$11,996,389 $11,996,389
$782,579 $757,579
$3,570,370 $3,570,370
$2,136,300 $1,872,534
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 94 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00541 85000768804 SCOTT TYLER 11:00 AM to 1:00 PM BURLINGTON COAT FACTORY, C $692,330
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$667,330
Page 1 of 1
Checklist Exhibit " 7"
Page 95 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/17/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_02 2023-00543 85000144693 SCOTT TYLER 11:00 AM to 1:00 PM PROGRESS RAIL SERVICES INC
Total Hearings Scheduled: 1
Market Value Taxable Value
$4,184,566 $4,159,566
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 96 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value Taxable Value
Hearing Date: 10/27/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00300 71725830607 JOHN MCDONALD 3:00 PM to 4:30 PM MULHERN, TYLER JOSEPH, FRAI
$2,219,312 $2,219,312
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00310 71725830380 JOHN MCDONALD 1:00 PM to 3:00 PM ENNIS, RICHARD JULIEANNE B
$2,087,487 $2,087,487
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00436 25600101229 SEAVEY FAMILY TRUST 9:00 AM to 11:00 AM SEAVEY FAMILY TRUST
$601,920 $505,731
Hearing Date: 12/7/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00604 32431301184 JOHN MCDONALD 11:00 AM to 1:00 PM WHITE, MELINDA JAMES
$1,785,780 $1,785,780
Hearing Date: 12/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR-01 2023-00625 25117504429 MAXWELL, HENDRY & SIMMON 11:00 AM to 1:00 PM POWELL, GREGORY L, JACQUEL
$1,298,627 $509,608
Total Hearings Scheduled: 5
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 97 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/22/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_01 2023-00368 22035801809 YULE, LYNDAJ ROBERTA 1:00 PM to 3:00 PM YULE, LYNDAJ ROBERTA
Total Hearings Scheduled: 1
Market Value Taxable Value
$355,195 $305,195
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 98 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01157 00400244204 ROLANDO WEST 9:00 AM to 11:00 AM 7-ELEVEN, INC, % RYAN LLC $2,098,785
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$852,137
Page 1 of 1
Checklist Exhibit " 7"
Page 99 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/3/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00487 00400880008 BRIAN DEPOTTER 9:00 AM to 11:00 AM NAPLES CARRIAGE LLC $21,140,755
DOR 01 2023-00488 00400840006 BRIAN DEPOTTER 9:00 AM to 11:00 AM NAPLES CARRIAGE LLC $20,042,143
Total Hearings Scheduled: 2
10/12/2023 4:07:23PM
Taxable Value
$14,118,214
$12,110,369
Page 1 of 1
Checklist Exhibit " 7"
Page 100 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00459 67080680001 BRIAN DEPOTTER 11:00 AM to 1:00 PM STUART PETRO HOLDINGS LLC $1,503,768
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$1,503,768
Page 1 of 1
Checklist Exhibit " 7"
Page 101 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/21/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_01 2023-00316 78542020127 JOHN MCDONALD 1:00 PM to 3:00 PM HENSON, THOMAS K, ROSEMAR'
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,304,313 $1,225,463
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 102 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 1/2/2024
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_01 2023-01285 37341840002 CAMPOAMOR, FRANK KELLIE 11:00 AM to 1:00 PM CAMPOAMOR, FRANK KELLIE
Total Hearings Scheduled: 1
Market Value Taxable Value
$678,750 $182,743
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 103 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value Taxable Value
Hearing Date: 10/30/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 9 2023-00059 78695208003 SYMONDS, JOEL BRENDA 11:00 AM to 1:00 PM SYMONDS, JOEL BRENDA, JULIE
$345,673 $295,673
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00309 37446080000 JOHN MCDONALD 9:00 AM to 11:00 AM PARVIZI, REZA, KATHY SALEHI
$1,151,838 $1,101,838
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00466 37744040001 BRIAN DEPOTTER 1:00 PM to 3:00 PM SALMA HOLDINGS INC
$2,824,065 $2,824,065
Hearing Date: 11/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00562 63810090069 DAVID PICHLER 11:00 AM to 1:00 PM CVS HEALTH CORPORATION, %
$4,184,161 $3,685,824
Total Hearings Scheduled: 4
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 104 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00291 63045043645 JOHN MCDONALD 11:00 AM to 1:00 PM SOFFER, CLEMENT EMMA $1,353,926
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$465,943
Page 1 of 1
Checklist Exhibit " 7"
Page 105 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/16/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00480 34740160001 BRIAN DEPOTTER 9:00 AM to 11:00 AM SOUTHERN PETRO HOLDING LLf
DOR_01 2023-00481 34740120009 BRIAN DEPOTTER 9:00 AM to 11:00 AM SOUTHERN PETRO HOLDING LLf
DOR_01 2023-00491 34740080000 BRIAN DEPOTTER 11:00 AM to 1:00 PM SOUTHERN PETRO HOLDING LLf
Total Hearings Scheduled: 3
Market Value Taxable Value
$1,860,360 $662,166
$166,020 $166,020
$218,628 $218,628
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 106 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Hearing Date: 11/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00378 76885050102 AARON DAVIS 9:00 AM to 11:00 AM CB PORTFOLIO OWNER LLC
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00482 00297440004 BRIAN DEPOTTER 9:00 AM to 11:00 AM SOUTHERN PETRO HOLDING LL(
Market Value Taxable Value
$2,178,512 $2,178,512
$1,857,696 $807,001
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00249 26095000264 TIM HART 9:00 AM to 11:00 AM PS FLORIDA ONE INC $15,302,060
DOR 01 2023-00251 30735000028 TIM HART 11:00 AM to 1:00 PM PRCP FL NAPLES EDGE75 LLC E $98,344,065
Total Hearings Scheduled: 4
10/12/2023 4:07:23PM
$15,302,060
$98,344,065
Page 1 of 1
Checklist Exhibit "7"
Page 107 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name
HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/3/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00692 01136200100
BRIAN DEPOTTER
11:00 AM to 1:00 PM JUNGLE ERVS LLC
$181,680
$148,221
DOR 01 2023-00693 01201920001
BRIAN DEPOTTER
11:00 AM to 1:00 PM JUNGLE ERVS LLC
$288,577
$288,577
DOR 01 2023-00694 01201960003
BRIAN DEPOTTER
11:00 AM to 1:00 PM JUNGLE ERVS LLC
$48,400
$48,400
DOR 01 2023-00695 01202400300
BRIAN DEPOTTER
11:00 AM to 1:00 PM JUNGLE ERVS LLC
$4,510
$4,510
Total Hearings Scheduled: 4
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 108 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value Taxable Value
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00508 66263000027 BRENDAN LYNCH 1:00 PM to 3:00 PM CRYSTAL CAROUSEL INC, % WA
$6,391,409 $6,391,409
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00548 85000748112 SCOTT TYLER 1:00 PM to 3:00 PM SPROUTS FARMERS MARKET #6
$1,116,257 $1,091,257
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00260 60204200484 TIM HART 1:00 PM to 3:00 PM AUTOZONE STORES LLC
$1,938,209 $1,938,209
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01163 60204200280 ROLANDO WEST 11:00 AM to 1:00 PM 7-ELEVEN INC, % RYAN LLC
$3,271,160 $1,818,915
Total Hearings Scheduled: 4
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 109 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition #
Parcel #
Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 10/23/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00205
21961000856
PROPERTY TAX CONSULTANT: 9:00 AM to 11:00 AM CANIZO LLC
$5,000
$5,000
DOR 01 2023-00209
21961000351
PROPERTY TAX CONSULTANT: 9:00 AM to 11:00 AM CANIZO LLC
$9,043,531
$9,043,531
DOR 01 2023-00210
21961000704
PROPERTY TAX CONSULTANT: 9:00 AM to 11:00 AM CANIZO LLC
$112
$112
DOR 01 2023-00211
21961000762
PROPERTY TAX CONSULTANT: 9:00 AM to 11:00 AM CANIZO LLC
$112
$112
Hearing Date: 11/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00318 00236165900 SHELEST, GALINA 11:00 AM to 1:00 PM SHELEST, GALINA $347,625 $347,625
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00299 80400008363 JOHN MCDONALD 11:00 AM to 1:00 PM ZIENDA, JOHN MARGIE $450,910 $381,218
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00477 00165440000 BRIAN DEPOTTER 3:00 PM to 4:30 PM NAPLES FL SENIOR HOUSING, PI $50,611,888 $50,611,888
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00512 21961000254 BRENDAN LYNCH 1:00 PM to 3:00 PM NAPLES2016 LLC, REAL ESTATE $5,733,193 $4,316,852
Hearing Date: 11/17/2023
10/12/2023 4:07:23PM Page 1 of 3
Checklist Exhibit " 7"
Page 110 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition #
Parcel # Notice Name
HearingTime Owner Name
Hearing Date: 11/17/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami
Trail East, Suite419, Naples, FL 34112
DOR_02 2023-00653
85000570542 BRIEANNE WALLER
9:00 AM to 11:00 AM WAL-MART SUPERCENTER #539
DOR_02 2023-00654
85000224908 BRIEANNE WALLER
11:00 AM to 1:00 PM SAM S CLUB #6364, SAM S EAST
Hearing Date: 11/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00560 00196760005 DAVID PICHLER 9:00 AM to 11:00 AM BLEND -ALL HOTEL DEV INC ET A
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00447 00235520009 THOMAS TUCKER 11:00 AM to 1:00 PM SIENA LAKES LLC, %ALTUS GRO
Hearing Date: 12/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
Market Value Taxable Value
$2,455,260 $2,430,260
$1,671,973 $1,646,973
$5,028,163 $3,466,195
$190,711,988 $184,361,988
DOR 01 2023-00534
24745001065
FLANAGAN BILTON LLC
9:00 AM to 11:00 AM
TARGET CORPORATION T-2063,
$18,170,385
$18,170,385
DOR 01 2023-00535
00282520007
FLANAGAN BILTON LLC
9:00 AM to 11:00 AM
TGM BERMUDA ISLAND INC
$71,567,755
$52,205,418
DOR 01 2023-00536
00198560009
FLANAGAN BILTON LLC
9:00 AM to 11:00 AM
TGM MALIBU LAKES LLC
$83,705,357
$54,777,356
Hearing Date: 12/8/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00661
76480013366
PATRICK DOWLING - TAXPROP
1:00 PM to 3:00 PM
SAGAMORE FERRY RDF LLC
$1,294,756
$1,091,011
Hearing Date: 12/11/2023
10/12/2023 4:07:23PM Page 2 of 3
Checklist Exhibit " 7"
Page 111 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/11/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00676 80400007241 FILA, EWA 1:00 PM to 3:00 PM FILA, EWA
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
Market Value Taxable Value
$648,653 $620,904
DOR 01 2023-01092
00199283000 WAL-MART STORES EAST LP, 4 1:00 PM to 3:00 PM WAL-MART STORES EAST LP, % 1
$22,199,982
$22,199,982
DOR 01 2023-01096
00165640004 WAL-MART STORES EAST LP, ° 1:00 PM to 3:00 PM SAM S EAST INC, % PROPERTY T
$12,087,930
$12,087,930
Hearing Date: 12/21/2023
Room: 1 ---
VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01166
63518000186 ROLANDO WEST 1:00 PM to 3:00 PM MDC COAST 5 LLC
$2,562,141
$1,883,771
Total Hearings Scheduled: 20
10/12/2023 4:07:23PM Page 3 of 3
Checklist Exhibit " 7"
Page 112 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/6/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00533 67410000808 FLANAGAN BILTON LLC 9:00 AM to 11:00 AM TARGET CORPORATION, % PROI
Total Hearings Scheduled: 1
Market Value Taxable Value
$15,238,044 $15,238,044
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 113 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/112023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00266 25368002589
SABRINA W ROBINSON, ESQ. 9:00 AM to 11:00 AM LOWE S HOME CENTERS INC, M,
$12,492,534
$12,492,534
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00462 30806000180
BRIAN DEPOTTER 11:00 AM to 1:00 PM SPIRIT MASTER FUNDING VII LLC
$2,656,679
$2,656,679
DOR 01 2023-00476 73620100689
BRIAN DEPOTTER 3:00 PM to 4:30 PM S-H NAPLES DEVELOPMENT, PR
$30,562,293
$30,562,293
Hearing Date: 11/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00593 73620100663 DAVID PICHLER C/O ALTUS GR 9:00 AM to 11:00 AM BRITTON (NAPLES) LLC, C/O ALT $18,725,326 $18,725,326
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00416 00438680209 NATHAN MANDLER, ESQ. 9:00 AM to 11:00 AM COL PLAZA REALTY LLC, % CARI $20,812,950 $20,812,950
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01089 30806000083 ERNST & YOUNG LLP 1:00 PM to 3:00 PM 8360 SIERRA MEADOWS MOB LL $2,244,824 $2,244,824
Hearing Date: 12/15/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01118 26107001180 COLERAINE INVESTMENTS LLC 11:00 AM to 1:00 PM COLERAINE INVESTMENTS LLC $2,199,090 $1,369,337
10/12/2023 4:07:23PM Page 1 of 2
Checklist Exhibit " 7"
Page 114 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/21/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01159 25368002026 ROLANDO WEST 11:00 AM to 1:00 PM TJS NAPLES LLC, % RYAN LLC
Total Hearings Scheduled: 8
Market Value Taxable Value
$2,531,374 $1,666,347
10/12/2023 4:07:23PM Page 2 of 2
Checklist Exhibit " 7"
Page 115 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 10/27/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00297 32431304628 JOHN MCDONALD 1:00 PM to 3:00 PM JAY D EMINGER JR TRUST, HOLL
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,215,084 $1,215,084
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 116 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 10/23/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00268 64410040007 SABRINA W ROBINSON, ESQ. 11:00 AM to 1:00 PM KME ORCHARD NAPLES LLC
$7,041,959
$7,041,959
DOR 01 2023-00269 64410040104 SABRINA W ROBINSON, ESQ. 11:00 AM to 1:00 PM KME ORCHARD NAPLES LLC
$2,096,624
$2,096,624
Hearing Date: 11/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00430 61944360007 MICHAEL KRZEMINSKI, THE TA. 11:00 AM to 1:00 PM DEVOE FAM LTD PRTNRSHP II, T
$14,020,711
$12,741,409
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR-01 2023-00444 63404400007 GREENBELT LLC, GRACE-ARTE 11:00 AM to 1:00 PM GREENBELT LLC, GRACE-ARTEL
$1,100,164
$1,032,659
Hearing Date: 1/11/2024
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01176 61942760007 PIVOTAL TAX SOLUTIONS 1:00 PM to 3:00 PM TAMIAMI NEWGATE LLC
$338,511
$338,511
DOR 01 2023-01177 61942920009 PIVOTAL TAX SOLUTIONS 1:00 PM to 3:00 PM TAMIAMI NEWGATE LLC
$3,215,927
$3,215,927
DOR 01 2023-01178 61943400007 PIVOTAL TAX SOLUTIONS 1:00 PM to 3:00 PM TAMIAMI NEWGATE LLC
$19,578,290
$19,578,290
Total Hearings Scheduled: 7
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 117 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 10/25/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00034 62765440008
GREENSTEIN, CHRISTINE A, HE 11:00 AM to 1:00 PM CHRISTINE A GREENSTEIN, REV $727,354 $727,354
Hearing Date: 10/27/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00294 62578640008 JOHN MCDONALD 1:00 PM to 3:00 PM FISCHER, DEAN KATHARINE $1,353,237 $1,266,990
DOR 01 2023-00295 62763040002 JOHN MCDONALD 1:00 PM to 3:00 PM FISCHER, DEAN P $1,051,376 $1,051,376
Hearing Date: 11/212023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00445 62704240007 JONES, BRIAN K NICOLE L 1:00 PM to 3:00 PM JONES, BRIAN K NICOLE L $1,063,251 $1,063,251
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00293 62702280001 JOHN MCDONALD 11:00 AM to 1:00 PM FISCHER, DEAN PAUL $1,088,849 $684,181
Hearing Date: 11/22/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00736 62571120004 FLORIDA PROPERTY TAX SER\ 9:00 AM to 11:00 AM MARFISI, FILIPO MARIA 1 $815,477 $739,572
Hearing Date: 12/1/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00261 62413760001 TIM HART 1:00 PM to 3:00 PM ARCO FINANCE INC $4,257,171 $4,257,171
10/12/2023 4:07:23PM Page 1 of 2
Checklist Exhibit " 7"
Page 118 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/21/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-01164 62412000005 ROLANDO WEST 11:00 AM to 1:00 PM 7-ELEVEN INC, % RYAN LLC
Total Hearings Scheduled: 8
Market Value Taxable Value
$1,676,942 $1,289,901
10/12/2023 4:07:23PM Page 2 of 2
Checklist Exhibit " 7"
Page 119 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Hearing Date: 11/112023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00362 71750000305 AMG, PROPERTY TAX CONSUL- 1:00 PM to 3:00 PM SHAWNICK NAPLES LLC, % ESM,
Hearing Date: 11/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00290 52505114944 JOHN MCDONALD 11:00 AM to 1:00 PM CATHERINE TROTTA TRUST
DOR_01 2023-00313 66748002485 JOHN MCDONALD 1:00 PM to 3:00 PM MAHMOUD, SAMY, MAHA JABI
Hearing Date: 11/20/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00563 71750000185 DAVID PICHLER 11:00 AM to 1:00 PM 800 NORTH ST CO LLC, ONE GRE
Hearing Date: 12/8/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00626 55751002522 MAXWELL, HENDRY & SIMMON 11:00 AM to 1:00 PM JOHN B GARDNER TRUST
Market Value
Taxable Value
$12,786,879
$12,786,879
$1,727,661
$1,177,661
$1,994,291
$729,207
$4,917,572 $4,917,572
$3,200,255 $3,135,129
Hearing Date: 12/11/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00666 00446800709 STEVEN A. PICKENS 1:00 PM to 3:00 PM CREST NAPLES APARTMENTS, L $58,053,392
DOR 01 2023-00675 68158002507 MCELROY, THOMAS G KIRSTE 1:00 PM to 3:00 PM MCELROY, THOMAS G KIRSTEN $1,871,440
Total Hearings Scheduled: 7
10/12/2023 4:07:23PM
$58,053,392
$1,871,440
Page 1 of 1
Checklist Exhibit " 7"
Page 120 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00652 85000614903
BRIEANNE WALLER 9:00 AM to 11:00 AM WAL-MART NEIGHBORHOOD MA $945,373 $920,373
Hearing Date: 11/29/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00386 25500000954 PROPERTY TAX CONSULTANT: 11:00 AM to 1:00 PM ASHKENAZ USA LLC $2,468,377 $1,962,521
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00531 47790001068 FLANAGAN BILTON LLC 1:00 PM to 3:00 PM REBECCA S MARTELL TRUST $4,846,534 $2,677,611
Total Hearings Scheduled: 3
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 121 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 10/30/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 9 2023-00164 79904117648
GIONET JR, NORMAN J MONIC. 11:00 AM to 1:00 PM GIONET JR, NORMAN J MONICA $618,178 $618,178
Hearing Date: 11/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00404 00433440004 HOLLY MADDEN C/O ALTUS GR 9:00 AM to 11:00 AM COLLIER HMA INC, % ALTUS GR( $66,667,506 $64,510,820
Hearing Date: 11/7/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 31 2023-00163 79904117648 GIONET JR, NORMAN J MONIC. 1:00 PM to 3:00 PM GIONET JR, NORMAN J MONICA $618,178 $618,178
Total Hearings Scheduled: 3
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 122 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/17/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 02 2023-00648 85000254952
BRIEANNE WALLER 9:00 AM to 11:00 AM WAL-MART STORES EAST LP #1' $1,240,899 $1,215,899
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01097 00390080002 WAL-MART STORES EAST LP, 4 1:00 PM to 3:00 PM WAL-MART STORES EAST LP, % 1 $12,384,198 $12,384,198
Total Hearings Scheduled: 2
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 123 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 10/30/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 31 2023-00186 66230004661 WOYCIK JR, E DAVID CAROLYr 11:00 AM to 1:00 PM WOYCIK JR, E DAVID CAROLYN
$1,397,250
$1,080,167
Hearing Date: 11/3/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00470 66270200108 BRIAN DEPOTTER 9:00 AM to 11:00 AM FLIP 800 LLC
$1,004,399
$1,004,399
DOR 01 2023-00471 66270200001 BRIAN DEPOTTER 9:00 AM to 11:00 AM FLIP 800 LLC
$9,318,047
$9,318,047
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00460 64380000601 BRIAN DEPOTTER 11:00 AM to 1:00 PM PELICAN BAY FINANCIAL CTR LL
$14,981,722
$14,981,722
DOR 01 2023-00478 71870000829 BRIAN DEPOTTER 3:00 PM to 4:30 PM ANITAT CARIATI 1997 REV TRUS
$2,994,000
$1,979,431
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00489 66270040009 BRIAN DEPOTTER 9:00 AM to 11:00 AM PELICAN BAY BLVD LLC, % CRC
$41,726,542
$41,726,542
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00306 66530884507 JOHN MCDONALD 11:00 AM to 1:00 PM MARY ELLEN BOROVICH REV TR
$1,942,700
$1,648,535
Hearing Date: 11/28/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
10/12/2023 4:07:23PM
Page 1 of 2
Checklist Exhibit " 7"
Page 124 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name
Hearing Date: 11/28/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00176 66674376858 LEVY, ADAM LORI A 9:00 AM to 11:00 AM LEVY, ADAM LORI A
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00415 27638500502 NATHAN MANDLER, ESQ. 9:00 AM to 11:00 AM CONTESSA HOLDINGS LLC
Total Hearings Scheduled: 9
Market Value Taxable Value
$10,493,663 $10,493,663
$3,590,750 $3,590,750
10/12/2023 4:07:23PM Page 2 of 2
Checklist Exhibit " 7"
Page 125 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 11/13/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00456 40629000001 BRIAN DEPOTTER 9:00 AM to 11:00 AM EVERGLADES SQUARE LLC $4,147,810
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$4,147,810
Page 1 of 1
Checklist Exhibit " 7"
Page 126 of 133
2023 Collier VAB
Checklist Exhibit "7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/16/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00505 81065000022 BRENDAN LYNCH 11:00 AM to 1:00 PM EXCHANGERIGHT NET LEASED,
Total Hearings Scheduled: 1
Market Value Taxable Value
$5,288,857 $4,240,717
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit "7"
Page 127 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 11/13/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_01 2023-00467 61842880003 BRIAN DEPOTTER 1:00 PM to 3:00 PM OAKS APARTMENTS AT NAPLES
Total Hearings Scheduled: 1
Market Value Taxable Value
$1,200,417 $944,431
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 128 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
Collier County, Florida
3299 Tamiami Tr E,2nd Floor
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name
HearingTime Owner Name Market Value
Hearing Date: 12/14/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00994 61834840006 Ander Solupe 11:00 AM to 1:00 PM GULF GATE PLAZA LLC, % ISRAK $16,321,202
Total Hearings Scheduled: 1
10/12/2023 4:07:23PM
Taxable Value
$16,321,202
Page 1 of 1
Checklist Exhibit " 7"
Page 129 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor
Collier County, Florida
Scheduled Hearings
Naples, FL 34112
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel #
Notice Name HearingTime Owner Name Market Value Taxable Value
Hearing Date: 11/6/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01286 37162680001
MARTINEZ, NELSON, ADA M DI/ 1:00 PM to 3:00 PM MARTINEZ, NELSON, ADA M DIAz $440,720 $440,720
Hearing Date: 11/16/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00509 37169520009 BRENDAN LYNCH 1:00 PM to 3:00 PM DS GOLDEN GATE BLVD NAPLE£ $4,271,855 $4,271,855
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01161 37280040109 ROLANDO WEST 11:00 AM to 1:00 PM 7-ELEVEN INC, ONE ARTS PLAZA $1,915,785 $1,326,298
Total Hearings Scheduled: 3
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 130 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/13/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02/16/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Sulte419, Naples, FL 34112
DOR_01 2023-00683 24580160006 FREDERICK BARBER 9:00 AM to 11:00 AM NU VIEW TRUST, FBO FREDERIC
Total Hearings Scheduled: 1
Market Value Taxable Value
$679,350 $210,990
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 131 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated
Ed Finn
3299 Tamiami Tr E,2nd Floor
Naples, FL 34112
Petition
Type Petition # Parcel # Notice Name
Hearing Date: 12/6/2023
Value Adjustment Board
Collier County, Florida
Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
HearingTime Owner Name
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR_01 2023-00580 82532360003 BURNS, PEGGY L 1:00 PM to 3:00 PM BURNS, PEGGY L
Total Hearings Scheduled: 1
Market Value Taxable Value
$597,413 $492,413
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 132 of 133
2023 Collier VAB
Checklist Exhibit " 7"
Unincorporated Value Adjustment Board
Ed Finn
3299 Tamiami Tr E,2nd Floor Collier County, Florida
Naples, FL 34112 Scheduled Hearings
City Notice
2023 Tax Roll
From 10/23/2023 to 02116/2024
Petition
Type Petition # Parcel # Notice Name HearingTime Owner Name
Market Value
Taxable Value
Hearing Date: 11/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00305 64917001743 JOHN MCDONALD 11:00 AM to 1:00 PM MARTIRANO REV TRUST
$944,453
$727,756
Hearing Date: 12/5/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00438 68642280000 PROPERTY TAX CONSULTANT: 11:00 AM to 1:00 PM 13024 BALD CYPRESS LLC
$1,744,195
$1,314,143
Hearing Date: 12/11/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-00641 68975010280 BRIAN DEPOTTER 9:00 AM to 11:00 AM KAMCO FLH PARTNERS 26 LLC
$886,850
$886,850
DOR 01 2023-00642 68977001080 BRIAN DEPOTTER 11:00 AM to 1:00 PM FLORIDA LIFESTYLE HOMES INC
$1,089,324
$1,089,324
Hearing Date: 12/21/2023
Room: 1 --- VAB Hearing Room, Ste. 419 - 3299 Tamiami Trail East, Suite419, Naples, FL 34112
DOR 01 2023-01168 68815031808 ROLANDO WEST 1:00 PM to 3:00 PM 7 ELEVEN INC
$1,713,965
$1,123,808
Total Hearings Scheduled: 5
10/12/2023 4:07:23PM Page 1 of 1
Checklist Exhibit " 7"
Page 133 of 133
Item #31
C. Additional Updates
i) Update Re: Special Magistrate Antonov
2) Update on Department of Revenue Advisory Memorandum Forwarded
all VAB Attorneys
Maxim Antonov
8975 Sonoma Lake Blvd
Boca Raton, FL 33434
Email: maxappraiser@gmail.com
Cell: 646-330-2637
Subject: Self -Reporting on Appraisal NYS Complaint — Certified Residential Appraiser #RD8319
Dear Florida Real Estate Appraisal Board,
I am writing to self -report a matter related to a complaint filed by FNMA against an appraisal I conducted
at 121 Parkinson Avenue, Staten Island, NY, effective March 21, 2022. The complaint focused on aspects
of the appraisal, such as zoning disclosures and analysis of surrounding commercial properties.
In response, the American Guild of Appraisers (AGA) reviewed my work and provided a response
supporting my appraisal's compliance with USPAP standards, finding no violations or misleading content.
Subsequently, the state attorney and prosecutor reevaluated the complaint considering the AGA's
response and did not find any unethical practices in my conduct. The focus was narrowed to the zoning
overlay issue, leading to a resolution with a fine of $250 and a requirement for 7 hours of USPAP
training.
Enclosed are all pertinent documents related to this matter, including the complaint, AGA's response,
and the resolution agreement. I am committed to upholding the highest standards of appraisal practice
and ensuring full transparency with the Board.
Sincerely,
Maxim Antonov
Certified Residential Appraiser #RD8319
STATE OF NEW YORK
DEPARTMENT OF STATE
In the Matter of the New York State, Department of State,
Division of Licensing Services,
Complainant,
-against-
MAXIM ANTONOV,
Certified Residential Real Estate Appraiser,
Respondent.
File: 2023-9556
CONSENT .ORDER
File: 20234556
1. The New York State Department of State, Division of Licensing Services (the
"Department") is a department of the State of New York charged witli the regulation of
real estate appraisers and with the enforcement of Article 6-E of the New York Executive
Law and the regulations promulgated thereunder.
2. At all relevant times herein, Respondent MAXIM ANTONOV ("R spondent") is and
was a certified residential real estate appraiser, holding license UID # 5000052543. The
license is due to expire January 14, 2025.
3. In or about March 2022 the Department received a compliant of potential wrongdoings of
licensed business activities of the Respondent.
4. The Department's staff conducted an investigation which resulted in commencement of
the above -captioned administrative proceeding.
S. Respondent is represented in this matter by James C. Keidel, Eq., of Keidel &
Cunningham, LLP, located at 925 Westchester Avenue, Suite 400, to Plains, NY
10604.
6. By executing this Consent Order, Respondent affirmatively waives th right to a hearing
in the manner provided by law, consents to the issuance and entry of this Consent Order
and agrees to be bound by the terms, provisions and conditions contain d herein.
7. Respondent admits the allegations and violations set forth herein, a d affirms that all
violations alleged in the Department's Complaint have been, or w' 1 be rectified, in
accordance with the terms set forth herein:
a. That Respondent prepared an appraisal that departed fror
standards in violation of the Uniform Standards of Professional
("USPAP) and NY Executive Law § 160-u(1)(f).
NOW, in consideration of the above premises, it is AGREED AND
File: 2023-9556
the appropriate
)braisal Practice
8. That Respondent shall execute and forward the within Consent Order to the NYS
Department of State, Division of Licensing Services, Attn: Matthew Wolf, Esq., 123
William Street, 20th Floor, New York, NY 10038, so that the original c f same is received
on or before January 15, 2024;
9. That the Respondent shall pay a fine in the amount of $250.00 (two undyed and fifty
dollars) and said payment shall be in the form of a certified check or money order,
payable to the New York State Department of State. Said certified the k or money order
shall be mailed to NYS Department of State, Division of Licensing Services, Attn:
Matthew Wolf, Esq., 123 William Street, 20th Floor, New York, NY 1 D038, on or before
January 30, 2024;
10. That Respondent shall submit proof satisfactory to the Departm nt of State that
Respondent has completed the real estate appraiser course entitled, ' National Uniform
Standards of Professional Appraisal Practice ("USPAP"), 7 hours," I or the equivalent
thereof. Respondent shall deliver proof of completion of the aforeme
Department of State so that the same is received within 180 days of
this order;
11. That Respondent understands and agrees the course "National Uni
Professional Appraisal Practice (USPAP), 7 hours," or the equivale:
taken in addition to and above the required 28 hours of appraisal cc
appraiser courses. Respondent acknowledges that the aforesaid course
educational courses required for licensure pursuant to Article 6-E of
or any regulation promulgated thereunder. Failure of Respondent 1
completion of appraiser education course shall constitute a defau
perform an obligation under this agreement;
12. That failure by Respondent to timely comply with any of the fore
render the offer set forth herein null and void and shall result in the
of the Respondent's license;
aed course to the
effective date of
rm Standards of
thereof, shall be
inuing education
ay not fulfill any
Executive Law
submit proof of
and a failure to
conditions, shall
;diate revocation
13. That upon execution of this Consent Order by the Secretary of State §r its designee, the
Complaint in this matter shall be terminated, withdrawn and discontin ed with prejudice
with respect to Respondent in accordance with the terms hereof,
14. That the Consent Order herein expressly depends upon representations made by the
Respondent, both oral or written, formal or informal which relate to th subject matter of
the Consent Order and that such representations have fully, accurat ly, and truthfully
2
disclosed all relevant facts to the Department of State. If any sw
determined to be limited, inaccurate or untruthful, the Department c
bound by the terms herein and shall initiate any action it deems
administrative, civil or criminal prosecution of the Respondent;
15. That the provisions of this Consent Order shall be deemed to
Respondent's agents, employees, successors and assigns and s
corporations acting under or for the Respondent;
File: 2023-9556
representation is
State shall not be
Mrotnriate in the
rid Respondent,
persons, firms,
16. That the effective date of this Consent Order shall be the date on whi h the Secretary of
State or its designee signs it and shall expire when Respondent has ffilly complied with
the requirements of this Consent Order. The Department will provide Respondent or
Respondent's counsel with a fully executed copy of this Consent Order as soon as
practicable after the Secretary of State signs it;
17. That the failure of Respondent to comply fully and in a timely fashion
of this Consent Order shall constitute a default and a failure to per
under this Consent Order. Such default shall result in an administrat
purpose of determining whether additional penalties should be in
Respondent's default and failure to perform an obligation under this C,
18. That this Consent Order constitutes the entire agreement of the 1
of the agreement shall be deemed waived or otherwise modified
set forth in a writing executed by the Secretary of State or its
intent to modify this Consent Order; and
19. That nothing contained in this Consent Order shall be construed as ba
adjudicating or in any way affecting (1) any legal, administrative or
claims, actions, suits, causes of action or demand whatsoever that th
have against anyone other than Respondent; (2) any right of the Dep
administratively or at law or in equity, the terms, provisions and
Consent Order; or (3) any right of the Department to bring any fi
administrative or judicial, for any other violations of the apI
implementing regulations or conditions contained in orders if ai
Department to Respondent.
Dated: / // 7- / -�
New York, New York
3
NEW YORK STATE
DEPART��F STA'
�0
Attorney
h any provision
i an obligation
hearing for the
;ed due to the
;nt Order;
and no provision
as is specifically
lee indicating an
ing, diminishing,
luitable rights or
Department may
thnent to enforce
:)nditions of this
Lre action, either
cable laws, the
, issued by the
CONSENT OF MAXIM ANTONOV
Respondent MAXIM ANTONOV hereby consents to the issuing and
Consent Order, waives the right to a hearing and agrees to be bound by the tej
herein.
STATE OF I- L RR d a )
ss.:
COUNTY OF )
RW
On this �,D day of J C(VJ in the year 20, � before me, the under
appeared MAXIM ANTONOV personally known to me or proved to m,
satisfactory evidence, to be the individual whose name is subscribed to the wit
acknowledged to me that he/she executed the same in his/her capacity aY
signature on the instrument, the individual or the person upon behalf of wh
acted, executed the instrument.
Notary Public �Y►'`•. PATRICIA
F Notary Public -'
'®? Commission
M1-" my Comm. Expii
r1
u
File: 2023-9556
Bring of this
and conditions
signed, personally
on the basis of
In instrument and
d that by his/her
Bch the individual
;ate of Florida
HH 440931
rs Sep 6, 2027
RE: Department of State v. Antonov
Subject: RE: Department of State v. Antonov
From: "Wolf, Matthew (DOS)" <Matthew.Wolf@dos.ny.gov>
Date: 10/4/2023, 10:51
To: Max Appraiser <maxappraiser@gmail.com>
I had the RA review your material and had my client, the Department review the letter for
mitigating circumstances. I can offer a 250 fine and 7 hours USPAP class to settle this
now.
Matt
-----Original Message -----
From: Max Appraiser <maxappraiser@gmail.com>
Sent: Thursday, September 28, 2023 12:39 AM
To: Wolf, Matthew (DOS) <Matthew.Wolf@dos.ny.gov>
Subject: Re: Department of State v. Antonov
ATTENTION: This email came from an external source. Do not open attachments or click on
links from unknown senders or unexpected emails.
Dear State Senior Attorney Matthew Wolf,
Thank you for your email. I have attached my response along with the necessary files.
Please let me know if you need any further information or clarification.
After reviewing my files, I would like to kindly request the opportunity for a phone call
with you if it would be possible and convenient for you. I am available at your
convenience, 24/7/365. Please let me know your preferred time, and I will make sure to
accommodate your schedule.
I am looking forward to hearing back from you.
Thank you
Max
On 9/21/2023 12:10, Wolf, Matthew (DOS) wrote:
Mr. Antonov,
Thank you for your patience. It did need correction. The correct version is now attached.
Regards,
Matt Wolf.
-----Original Message -----
From: Max Appraiser <maxappraiser@gmail.com>
Sent: Monday, September 18, 2023 3:34 PM
To: Wolf, Matthew (DOS) <Matthew.Wolf@dos.ny.gov>
Subject: Department of State v. Antonov
[You don't often get email from maxappraiser@gmail.com. Learn why this
is important at https://aka.ms/LearnAboutSenderldentification ]
ATTENTION: This email came from an external source. Do not open attachments or click on
1 of 2 1/28/2024, 14:18
RE: Department of State v Antonov
links from unknown senders or unexpected emails.
Hi Matthew Wolf,
I hope this message finds you well. I am writing to you regarding my appraisal license
complaint. I received the documents you sent me, but I noticed that only eight pages out
of the 44 were related to my claim.
The rest of the pages were unrelated to me. I am attaching all the pages I received and
kindly request you email me the complete package if possible.
I also left a voicemail for you today in case you need to reach me.
My cell is 6463302637.
Thank you for your time and assistance.
Best regards,
Max.
2 of 2 1/28/2024, 14:18
GUIL D . A The American Guild of AppraisersTM
44
Guild #44 OPEIU / AFL-CIO
Michael Ford, Chairman National Appraiser Peer Review Committee; Vice President Special Projects
1(714) 366 9404 cellular
"Ayicric.s
O�Fl U Ate' Gip
May 10, 2023
New York Department of State
Ms. Jenna Berschwinger,
Deputy Chief Investigator
Division of Licensing Services
99 Washington Avenue, 51h FL
P.O. Box 22001
Albany, NY 12201-2001
VIA Email: Jenna.Berschwinger@dos.ny.gov
RE: File # 2023-9556 Fannie Mae vs. Antonov
Appraiser Max Antonov
Dear Deputy Chief Investigator Berschwinger:
We understand that Mr. Antonov was granted additional time to provide his response as he
needed to consult with both his E&O attorney, and ourselves (AGATM). We sincerely appreciate
this courtesy. Thank you.
The American Guild of Appraisers (AGATM) represent the appraisal related interests of our own
guild members and the approximate twelve million+ members of our parent union the Office
Professional Employees International Union and the AFL-CIO.
We take all complaints agaisnt one of our members seriously. We urge and admonish them to
do likewise. We don't offer our members legal advice, and nothing contained herein should be
construed as such.
The National Appraiser Peer Review Committee reviews complaints; our members work
products, and subsequent communications in order to determine if our members have violated
USPAP, and if so, whether it is significant having a direct bearing on their conclusions, or
technical. In all cases we strive to educate our members during these reviews to preclude
recurrence of events that lead to such complaints whether or not they represent significant
issues.
Mr. Antonov is a member of AGATM in good standing. I've spent many hours in discussion with
him via telephone over the past several years and sincerely believe him to be a competent,
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
honest, and conscientious appraiser based on those lengthy discussions. Several of these
discussions occurred long before this complaint, in the form of past guidance and mentoring. I
can tell from his work file and in reviewing this complaint with him that he took those
conversations & supplemental CE education to heart. Frankly, I'm very impressed with his work
file compared with many appraisers that I counsel.
The Great State of New York has tested his knowledge, experience and competency and
certified him as an appraiser. Additionally, the states of Florida, California and New Jersey have
also certified him. Certification as you know recognizes above average ability and knowledge,
permitting residential appraisals without regard to transaction amounts or assignment
complexity within that sphere of competency. Even with reciprocity it is no easy thing to be
certified by four states.
Mr. Antonov lives part of the year in Florida and the remainder in New York. In New York his
proximity to New Jersey makes it desirable for him to be certified there as well. California
certification was in anticipation of possibly relocating there. Those plans changed. Though he
will still need to be certified in the other three states considering the decrease in appraisal
volume as FNMA implements and urges more appraisal waivers.
The other side of that same coin though, represents increased risk of censure and sanctions by
EACH state if any one state concludes that Mr. Antonov has failed in his obligations under
USPAP or any one states individual regulations and appraisal laws.
FNMA LQC Teams recently filed a complaint against our member, improperly alleging vague
appraisal defects, purportedly as a result of a "review".
AGATM, and more specifically I, have analyzed many dozens of complaints in which we have
reviewed the original work performed and the complaints as purported by FNMA's AQM; LQC
and CURE Underwriting Teams.
Very shortly, there will be a publicly reported scandal involving exactly how they come to file
(submit) these complaints or as they like to euphemistically refer to them "TIPS" to state
regulators.
Based on our insiders reports (for whom we will be seeking whistle blower status), we have
already reached out to Members of Congress through intermediaries concerning FNMA's
misuse and abuse of their Collateral Underwriter System in general, and their outright fraud
against banks in particular, arising from their current orally dictated repurchase demand letters
quota system; and non-compliance with FIRREA.
While repurchase does not appear to be a disclosed factor in this instance, the false claim of
this complaint being generated "after review" is absolutely typical of the widespread practices
and deception we have identified as being routinely practiced by the departmental teams I
identified above.
Without going into all the defects and deficiencies of the Collateral Underwriter (CU) system
itself (which I've written extensively about even before CU was adopted by FNMA in early
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
2015), their original patent application was sent to me by a former Appraisal Practices Board
Member at The Appraisal Foundation (TAF) who shared many of my preliminary concerns
concerning the CU when it was first proposed. APB was shut down by TAF years ago.
For the time being suffice to say the entire data base that CU was built upon and still relies upon
is corrupted. It included (originally) only FNMA's dubiously obtained appraisers' data from 2011
through 2014. That was only one to two months before their Lender Letter (LL02/2015) was
issued with a notice from 01/27/2015 that because FNMA learned huge numbers of appraisers
were adjusting to FNMA's artificial and sometimes arbitrary "Guidelines" rather than actual
Market Reactions, misleading or inaccurate results were being reported.
At that time, they advised all appraisers to develop and use specific relevant local market data
rather than being bound to `make data fit' FNMA's guidelines. This is when most notably FNMA
eliminated their 10% line item; and 15% net/ 25% gross adjustment limitations.
FNMA believed (& claimed circa 2014/2015) that their new CU system would identify collateral
risks, without opining about or rating appraisers and appraisals through a collateral risk scoring
system ranging from 1 to 5 with lower ratings indicating less risk than higher numbers. They
reiterated throughout CU early days that these ratings were NOT to be inferred as criticism of
either the appraisal or the appraisers. Many factors could produce higher risk ratings that have
nothing to do with the appraisals or appraiser conclusions.
Unique property (such as the subject in this case) could be expected to produce higher scores.
Limited sales could do the same where sales comparables from further away, or that were
older, or which had non quantifiable differences could also result in higher CU scores.
The FNMA system then and now included huge numbers of pre LL-02-2015 "guideline" adjusted
sales comparables. ALL of CU's adjustment metrics were flawed from the outset. For awhile
FNMA sent letters to appraisers (via lenders and AMCs) indicating that "adjustments were
outside peer ranges". Those misnomer "peer ranges" included both guideline adjustments and
later date real market perceptions, as well as simply incorrect data and analyses by unknown
and anonymous appraisers.
Now FNMA has what it euphemistically terms CU 2.0. All pretense that it would not be used to
rate specific appraisers and appraiser quality have disappeared, though the system is no better
today than it was when originally patented. As currently applied, in many respects it's much
worse.
Compounding the use of a fatally flawed automated rating system, is the internal arrogance of
FNMA mid -level management telling staff that despite their limited skill appraisers (virtually all
are in Texas, and most never appraised elsewhere) "are the best in the country" or so they are
repeatedly told.
Motivational hyperbole would be ok IF those appraisers ("reviewers") were actually following
either USPAP OR generally recognized standards when they performed the so called "after
review" processes they claim in their complaint letters and tips to state regulators (as well as
target repurchase banks). They do not.
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
FNMA appraisers engaged in AQM, LQC and CURE/Underwriting appraisal defect claims often
follow no recognized or acceptable techniques, relying on the exact same subjectivity they claim
CU has eliminated.
They have zero local geographic competency or nuanced market condition/recognition other
than what they get from third party sources (or their own flawed database). They are told they
do not need to conform to USPAP because "they are the secondary mortgage market" and not
banks. Yet they fail to recognize or accept that when they demand buybacks or interfere in the
appraisal development or analysis process they are in fact addressing appraisals intended for
use in federally regulated transactions.
Their `review' personnel instead of using the same data sources available and used by
appraisers (as envisioned under USPAP competency requirements) use many sources which
have zero professionally recognized credibility. Sources like Zillow, Reddit, Neighborhood
Scout, and their own database of OTHER APPRAISERS comments about a comparable which
may or may not be accurate.
They look at a map and see a line indicating a busy street; or other uses nearby or a distant
airport, or body of water nearby and they assume without justification that location adjustments
must be made. In a recent FNMA to Missouri complaint case near Ferguson / Florissant MO
FNMA contended that because a comparable sale reared to a small pond it must be superior to
a subject which had no similar pond.
They failed to notice the offsetting proximity of that comparable to an international airport
glidepath. Worse than that they failed to identify a long standing radioactive waste hazard that
affected a creek on the opposite (close) side of that "beneficial" location comparable.
https://www.atsdr.cdc.aov/sites/coldwater creek/index.html
They conclude subjectively that either a location adjustment should be made; should NOT have
been made, or when made in their opinion it was not enough or was too much. They fail to cite
credible sources for their opinions and conclusions. FNMA complainants routinely violate
USPAP SR3 and SR4. As they have done in this case as well.
Our member made location adjustments as deemed appropriate by market derived sources.
These were derived from using "SPARK" software (big data regression processes). Data
spreadsheets are in his work file. These are from the totality of area sales that had varying
degrees of comparability.
Sales with conditions deemed to be offsetting were not adjusted as much ... nor should they be.
Our member used the online software that rates specific locations based on perceived noise
levels. Quantifiable noise levels are a better metric than more subjective view perceptions would
be (negative or beneficial).
All sales were adjusted at a rate of from 1 % to 2%+-. Sale One was more similar in location (but
not the same) so it was adjusted at the lower rate. The remainder were adjusted at
approximately 2%. The supporting data is in his work file.
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
The use and characteristics of the property were correctly identified. Apparently, FNMA's
purported `review' didn't include actually reading explanatory notes in the text addendum section
of the appraisal.
For their part, they (FNMA) failed to identify specifically which characteristics they subjectively
felt were not accurately reported. Between the extensive photographs included in the appraisal
report and the comments in the text addendum the appraiser has not failed to report anything
significant at all.
My current sources both inside and outside (retired or other former & current FNMA employees /
reviewers) tell me as recently as in the past week that FNMA AQM/LQC/CURE teams are
arbitrarily opining on appraisal quality and citing appraisers for making adjustments that they in
their limited Texas appraisal experience consider to be too high or too low.
For example, a basic (normal size) new in ground pool anywhere in the country costs from
$35,000 to $50,000+ in any pool friendly environment (climate and soil) based on actual pool
builder bids. Excluding areas where million dollar site prep or custom features are involved.
FNMA rote `Texas' adjustments are much lower at or in a $10,000415,000 range regardless of
cost or impacts. Finished basements in states where basements are common may add $25,000
to as much as $50,000+-, yet FNMA's Texas based appraisers who see very few basements in
their own market area think the adjustment for a finished basement should only be $10,000+-
based solely on `talking to each other' in that closed environment of from 30-36+- in-house
"appraisers."
In this complaint, FNMA doesn't offer any opinion as to what they think the adjustments should
have been. Only that they don't like them. I reviewed our members' work file. Every single
adjustment is credibly supported. Necessary adjustments were made & supported.
Unnecessary adjustments were not made.
FNMA claims a room count error was made. There is no room count error. There is however a
difference in bath count (sale comparable 7) which had an additional one half bath versus a
single full bath. The adjustment derived from SPARK using regression analysis was properly
and credibly supported. (The SPARK summary for this is also in the work file). All sales except
sale 7 were within 100 SF of the subject's GLA. Its fairly common practice among appraisers all
over America to not make GLA adjustments for differences less than 100 SF when there is not
compelling data to do so. Only Sale 7 had a difference greater than 100 SF. Considered in
conjunction with the half bath adjustment already made, the approximate net GLA adjustment of
$80/sf is credible. If it had not been segregated from the bath adjustment it could have run as
high as $135/SF. Neither number is outside the range of credibility.
FNMA has failed to provide any support that it could be otherwise.
FNMA arbitrarily decided the subject is or should only be rated a Q5 in terms of quality rather than Q4.
It appears they are distracted by personal and professional `clutter' in the house which has zero bearing
on either quality or condition.
Per FNMA's own UAD "absolute" rating system. Q4 is defined as:
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
"Q4 Dwellings with this quality rating meet or exceed the requirements of applicable building codes.
Standard or modified standard building plans are utilized and the design includes adequate
fenestration and some exterior ornamentation and interior refinements. Materials, workmanship,
finish, and equipment are of stock or builder grade and may feature some upgrades.
Q5 is defined as:
Q5
Dwellings with this quality rating feature economy of construction and basic functionality as main
considerations. Such dwellings feature a plain design using readily available or basic floor plans
featuring minimal fenestration and basic finishes with minimal exterior ornamentation and limited
interior detail. These dwellings meet minimum building codes and are constructed with inexpensive,
stock materials
with limited refinements and upgrades."
As explained by our member, the subject construction quality is above basic functionality and economy
of construction and workmanship. The pictures support that conclusion.
On the exterior, there appears to be original shingle siding along the sides and rear plus brick
fenestration along the entire front. There is (relatively newer) central air conditioning which is not an
original or minimal base quality item. There is a multi -level porch (matching a side deck height as well
as at grade. It has a painted wrought iron hand railing. Its front facing elevation also has brick
fenestration. There are gutters and downspouts as well as a covered balcony along the side. A length
of -lot depth side fence is also wrought iron. There is bitumen paving in the rear and entry drive. While
an item of subjective preference, it is an upgrade over bare earth or grass in terms of cost. There is
also asphaltic, or bitumen surfaced guest parking above average capacity.
The toilet is also updated. The entire basement has also been finished. Furnace and water heater
appear newer (condition related other than quality). Windows are dual glazed double hung (updated).
Several rooms have ceiling molding or d6cor. There is both carpet and tile flooring in the finished
basement. The kitchen has been updated. There is a nearly ready to use kitchenette area in the
finished basement as well. There is an awning above a bay window at the front. Under eaves exterior
spot lighting is noted over the front entry area.
None of the above are items normally found in base or minimal quality rated construction. While not
luxury quality of Q1 or Q2, they are properly a solid Q4 rated improvement using FNMAs own defini-
tions.
Within its zoning and allowable uses the adjacent properties are not unusually negative conditions
(keeping in mind adjustments were already made, derived from perceptions of traffic and use noise). If
our member had no already made appropriate location adjustments then an argument could be made
about disclosing the impact of surrounding property, but location adjustments were made. Further the
numerous pictures very clearly disclosed what the subject is, how it's been used and what surrounds it.
The FNMA `review' was clearly biased against the subject property. Likely the result of inexperienced
appraisers jumping to conclusions when they viewed the pictures of items unrelated to construction
quality. The same bias carried over to condition perceptions based on clutter rather than any specific
structural condition issues. There is even a drop stair to the attic rather than scuttle common when the
property was built.
FNMA also deceptively suggests the complaint was after some undefined form of `review'. I say
deceptively because neither the LQC Team(s) E nor the CURE Underwriter Division (Collateral
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
Repurchase Enforcement Division) perform actual reviews as they claim. Certainly, none was
submitted in support of their claim.
They see a CU risk rating in excess of 2.5 and then choose to arbitrarily "find fault" according to
either their 50% quota or based on subjective visual appearances. The "reviewers" are merely
arbitrarily keeping their numbers up (identifying exceptions that will or may be candidates for
repurchase letters.
They are not adequately trained or competent appraisal reviewers appraising in compliance with
USPAP SR3. There is a reason they never accompany a complaint report with a credible copy of an
actual appraisal review. They deliberately violate USPAP SR4 in the manner in which they
communicate their purported `reviews' in addition to failing to comply with SR3 in developing them.
What they do is to apply their defective FNMA Collateral Underwriter program in an effort to
identify potential issues with appraisal reports. That (CU) program was never designed for this
purpose. Its sole purpose on creation by its seven (7) non appraiser software developers was to
provide relative collateral risk ratings which in turn are supposed to trigger HUMAN appraisal
review by competent staff. Acceptable CU scores have always been touted as anything from
below 2.5 to 4.0. As a practical matter FNMA tries to sanitize their portfolio even further through
post purchase audits.
My personal experience on behalf of the Guild is that a score of 2.5 will trigger repurchase or
repricing demands. Another appraiser who along with our Guild President recently testified
before a representative of CFPB and a Member of Congress April 29, 2023 is that scores as low
as 2.6 are triggering such buyback/repricing demands.
AGATm has investigated many dozens of these types of complaints. Neither we, nor any state
investigative agency we have worked with have found a single instance in which the vague
FNMA allegations are supported (that we are aware of).
Our sources both inside FNMA, as well as former FNMA Quality Control Reviewers have
advised us that approximately one and a half years ago FNMA implemented an aggressive
repurchasing (demand) practice while continuing to make new marginal loans. Buyback was
applied even to loans that were still performing. Ostensibly it is to `clean up' their portfolio via a
normally automated post purchase audit program. Loans with risk factors outside a desired
range are subjected to (new) automated scoring via their Collateral Underwriter risk rating
system. The program is easily manipulable by its operators, though that doesn't appear to be a
factor here.
This CU program is currently being applied to tasks (such as real estate appraiser and appraisal
reviews) for which it was never intended nor designed for. I personally reviewed the original
patent applications forwarded to me by a former Board member of The Appraisal Foundation,
prior to their adoption by FNMA. Many defects had been found and reported to FFIEC & ASC.
We have noted a substantial increase in the number of unsupported referrals by FNMA or
lenders forced under their business agreements to either repurchase or reprice performing
loans that do not have optimal risk rating scores demanded by their investors, despite these
loans being underwritten in accordance with FNMA guidelines when written.
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
In most instances on these performing loans the appraiser is made the scapegoat. Either as a
result of actual significant errors; exaggerated errors, or purely imagined errors when none were
present.
Competent human review by a reviewer rather than the CU system is rare. Human review by
competent and licensed appraisers operating under USPAP Standard Rule 3 & 4 are rarer still.
ANY FNMA loan purchased is clearly a transaction involving a federally regulated institution (by
definition). As such the appraisals (and reviews) are mandatorily subject to competent human
SR3 USPAP compliant appraisal review.
While individual states (it varies across the country) opt to `investigate' as opposed to review,
those are authorized processes and procedures authorized under those states individual laws.
Neither Congress, nor the FFIEC or FHFA have authorized FNMA to bypass the requirements
of FIRREA 1989 involving federally regulated transactions.
Often, competent human review easily explains any concerns raised in FNMAs automated
appraiser rating and inadequate biased internal reviewing system. They simply didn't have any
competent internal appraisal review performed. Further, they claim CU is not an appraisal
review, yet they clearly indicate in their letter or email to you that the appraisal complaint had in
fact been `after review'.
Of course, as is usual practice by them, no licensed appraiser has signed the purported `review',
nor is there any professional accountability for them following the oral dictates of their managers
to `find' appraisal related defects. It certainly was not a USPAP complaint SR3/SR4 review.
That's why they are sent by the LQC Team or CURE Underwriter Division.
Such is the case with the complaint against our above referenced member.
The ongoing abuse by FNMA has become so pervasive across the country, that we have
contacted both CFPB (for certain consumer -taxpayer related aspects) and indirectly FHFA
through a Congressmember that is currently consulting with their legal staff to determine if a
Whistleblower case can be opened.
Today, I was contacted to provide information similar to that already given to the above
referenced Congressmember, to a second House Representative from a different state.
We respectfully request that the complaint against our member be dismissed for the following
reason(s):
1. There was no USPAP violation.
2. Even if there had been a USPAP violation it was not significant enough to affect the outcome or
conclusions. If a violation existed, it is the responsibility of the reviewer to develop a credible
alternative conclusion and to support it. Since no licensed reviewers were identified, it isn't
possible for FNMA to have done that (in conformity with SR3 or SR4).
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
3. Competent appraisal reviewers would not have been generically biased.
4. Any competent `review' would clearly identify very specific exceptions or errors and explain why
they are errors; while providing credibly supported input on what should have been done or
concluded.
Thank you for your consideration. Please do not hesitate to contact us if we can be of any
assistance in this matter.
Respectfully submitted, for the American Guild of Appraisers TM,
Michael F. Ford, AGATM
Vice President Special Projects &
Chairman, National Appraiser Peer
Review Committee
American Guild of Appraisers TM
#44, OPEIU, AFL-CIO
(714) 366 9404
Email: Mike(a-).MFFord.Com
Cc: Jan bellas(cDappraisersguild.org
American Guild of Appraisers
P.O. Box 553, Spencerville, MD 20868
Dear State Senior Attorney Matthew Wolf,
I hope this message reaches you in a moment of empathy and understanding, for I write
to you with a heart heavy with regret and a plea that carries the weight of my future.
First, I would like to address the Investigator's findings:
The complaint against Mr. Antonov identifies the following issues:
1- Inadequate Comparable Adjustment(s).
All adjustments were calculated using various techniques, as the report stated.
Additionally, several files with all calculations were provided to the Investigator. It appears that
the only issue was that Comp 1 was adjusted only by 2%, while all others were adjusted by 5%.
As I stated in my response to the Investigator, Comp 1 was the most comparable to the subject in
terms of "commercial location" but was not located close to a commercial building. This is the
reason why this comp was appropriately adjusted less than comparables that were located in a
completely residential area. Also, I want to indicate that the Investigator was inquiring about
only one comp that was properly adjusted and not about the other 30+ adjustments that I made in
the whole report.
2- Subject Physical Features Reported Inaccurately — Condition/Quality of Construction.
I did not find any information regarding this issue in the Investigator's report. It appears
to be satisfied by the information provided to the Investigator before Her conclusions.
3- Unfavorable Conditions Not Reported and/or Analyzed.
On page 1 of the investigator file, as well as page 1 on all appraisal reports (original and
with corrections), in the subject location section, I answered "Yes" to the question of whether the
subject has any adverse location and added a comment: "Commercial. Negative impact on value
as compared to a quiet road: 5%." The Investigator stated: "The first two appraisals (original
appraisal and Revision 1) do not indicate any additional information regarding the location of the
subject." I would like to kindly bring to the Investigator's attention that this comment has
consistently appeared in all versions of the report, and I would be more than happy to provide
these versions upon your request. That means that the subject's unfavorable condition was
properly reported, analyzed, and adjusted in the report.
Conclusion:
• The appraisal report is misleading and is not credible.
Based on the information above, having only one minor issue, the whole appraisal report
cannot be deemed "not credible" or misleading.
The appraisal does not provide an accurate description of the subject zoning.
The FNMA form, 1004 in this case, does not allow me to report two separate zoning areas in
one line. Due to this reason, zoning was reported as residential in the main form because it is the
Highest and Best Use of the subject. I did not have any intention to hide the subject's zoning
overlay. That is why the zoning was reported with the subject's Tax card that was attached to all
versions of my appraisal report on page 37, where you can clearly see this information in the
"Zoning and FAR" section.
The subject location has significant commercial influences that were not reported.
I explained this in the location response above.
The highest and best use analysis has conflicting statements.
There are no conflicting statements in the report. Even the Investigator stated: " The
appraiser provides an extensive highest and best use analysis..." In all versions of the report,
Highest and Best Use was stated as a 1-family house. Nowhere in the report will you find any
other information. Based on the pictures in the appraisal report, it is clear that the subject
property was no longer being used as a medical office. Additionally, I am attaching pictures from
Bing Maps that were taken on 07/13/2021 and Apple Maps - Street View 04/2021, which was a
year prior to the inspection. As you can see in the pictures, there was no medical office even at
that time. My intention was to inform the client about what I observed during the inspection.
Based on what I saw and what the owner told me, there was no business being conducted on the
property anymore.
• The current use of the subject as a commercial property was not given any consideration
in the appraisal.
As the Investigator's file shows, I immediately contacted the client by calling the AMC and
providing the information that the subject might have been used previously as a
home/practitioner's office. The client advised me to follow FNMA guidelines, meaning if the
subject is the Highest and best use- residential, zoning residential, currently used as residential,
and as a result, I completed this report as a residential property. Also, I want to mention that I
had no intention of misleading anyone. I called before completing the report. In addition, I
provided full disclosure of what I observed after the inspection, along with pictures. I also added
Google Maps pictures that were taken before, providing the client with complete information.
Nowhere whatsoever was there an intention to mislead anyone. Additionally, as you and the
Investigator can see, in the past years, the subject was used primarily as residential rather than
commercial. There were no signs or advertisements, and Bedroom 3 and the bathroom on the
first floor were used by the owner at the time of the inspection. So, stating that the subject's
current use as a commercial was not analyzed was not clearly the issue because it was used
primarily as a residential and had the Highest and best use as Residential.
Jennifer R. DeFlorio, CSA-R
980 Broadway -Suite 519
Thornwood, NY 10594
914 574-7723
Review for the Property Located at:
121 Parkinson Avenue, Staten Island, NY
#2023-9556
The reviewer has been requested by New York State Department of State to perform a desk
review of the above mentioned property. The assignment is to review the appraisal and two
appraisal revisions done by Maxim Antonov with an effective date of March 21, 2022. The
reviewer was also provided with Maxim Antonov's work file, response and a response provided
by Michael Ford, Vice President Special Projects & Chairman, National Peer Review Committee
of the American Guild of Appraisers, These items have all been reviewed and the review was
completed on July 28, 2023.
The complaint against Mr Antonov identifies the following issues:
1. Inadequate Comparable Adjustment(s)
2. Subject Physical Features Reported Inaccurately - Condition/Quality of
Construction
3. Unfavorable Conditions Not Reported and/or Analyzed
Subject Location
The subject is located in a R3-2 zone and has a C2-1 overlay. While the R3-2 zone is a
residential zoning district and was properly identified. There was no mention of the C2-1 overlay
that allows for commercial use. The appraiser correctly identified the residential zoning use,
however, did not disclose the overlay use in discussing the zoning for the subject. The
Certificate of Occupancy that was provided as part of the work file also indicates the subject to
be located in a Retail Use district which would be a commercial use.
The subject is located one lot from a busy 4 lane road (known as Hylan Blvd) and is a corner
parcel on the corner of Parkinson Avenue and Winfield Avenue. The subject property is
surrounded by commercial property. On Parkinson Avenue, the subject sides an 8,100 square
foot office building. Directly across the street from the subject is a car dealership and the rear of
the subject sides the rear lot for a 4,320 square foot home improvement store.
The site section of Page 1 has the following question:
Are there any adverse site conditions or external factors (easements, encroachements,
environmental condions, land uses, etc.)?
The appraiser indicated Commercial. Negative impact on value as compared to quiet road: 5%
The first two appraisals (original appraisal and Revision 1) do not indicate any additional
information regarding the location of the subject.
Appraisal Revision 2 (page 35) the appraiser comments regarding a follow up question from the
Client/Lender:
1. The Appraiser to comment on adjustments made for location. Appraiser to provide
commentary to support these adjustments and why a sale with similar external obsolescence as
the subject property was not used.
All adjustments were calculated based on compred sales analysis, regression, and/or sensitivity
analyses. In addition, the subject is located "back to back" to a commercial building, but not a
busy street. Comparable #1 has a similar adverse location , one house away from the biggest
NYC hospital and parking lot, with almost 24 hours of cars driving around and looking for any
places for free parking as well as ambulances driving this comp direction with all lights and
sirens. At the same time, the subject is located across a residential area with some commercial
buildings that work 9-5. A prospective buyer will consider them equally.
This statement contradicts the appraisal. The last line of the statement in the addendum states
a prospective buyer will consider the subject and Comp #1 equally, however, a location
adjustment has been taken for Comp #1 which would indicate Comp #1 has a superior location.
It is unclear if Comp #1 has a similar location to the subject or a superior location based on the
data provided.
In the appraiser's response to the complaint, the following is indicated:
3. Unfavorable Conditions Not reported and/or Analyzed.
The appraisal report accurately documented the negative location of the subject property. The
report includes comments, adjustments in the sales grid, and the cost approach analysis to
support this observation. Additionally, the appraiser provided a comparable property with a
similar negative location to demonstrate marketability, and this comp was given greater weight
in the subject reconciliation process. The Soundscore attached to this comp's tax record shows
that both the subject property and the comparable have similar scores. The properties are
almost identical in terms of location, with the subject located behind a commercial building and
the comparable located one house away from the biggest hospital in NYC with overnight parking
and ambulance traffic. All relevant files are included in the appraisal folder.
Based on the above comments, the appraiser indicates the subject and Comp #1 are the same,
however, a 2% location adjustment is taken for Comp #1. If these two properties are "almost
identical" in terms of location, there is no explanation for the adjustment.
Soundscore is a patent pending technology that provides a rating to a property. A Soundscore
rating is a number between 50 (very loud) and 100 (very quiet) that tells you how loud a location
is due to environmental noise.
The appraiser also references the Soundscore of the subject and Comp #1, however, does not
provide the Soundscores for the other comps. Comp #1 and the Subject do not have similar
Soundscores and the following are a description of all sales and their Soundscores
Property Address
Soundscore
Subject
121 Parkinson Avenue
66
Comp #1
440 Delaware Avenue
75
Comp #2
63 Nugent Avenue
79
Comp #3
78 Laconia Avenue
72
Comp #4
110 Jerome Road
73
Comp #5
14 McLaughlin Street
77
Comp #6
300 Delaware Avenue
68
Based on the above data, Comp #1 and the subject do not have a similar Soundscore and have
a difference of 9. Comp #3, #4 and #6 have Soundscores closer to the subject than Comp #1,
however, the appraiser did not include these Sounscores in their response.
The appraiser mentions the subject backs commercial property, however, does not provide any
additional information regarding the commercial property the subject sides or the car dealership
located directly across the street from the subject.
Subject Use
The subject appeared to be utilized as a medical office at the time of inspection. The appraiser
provided their communication (Print Order -page 2) with the client:
3/28 11:24 am
Called and talked to Chelsey, this subject is a residential building that the other is using as a
medical office. New the client's directions on how they want to proceed.
3/28 12:30 pm
Hi Maxim, I spoke with my lead, he stated that we cannot advise on how you should complete
this. However, we do want this report to be completed to the best of your ability. Meaning, it
should be completed how you think it should because you are the expert.
The appraiser indicates the client advised to complete the appraisal as a residential building,
however, the client did not provide any guidance and the appraiser was told to complete how
you think because you are the expert.
The appraiser reflects the current use at the end of their addendum (page 35) stating:
It should be noted that the subject is currently used as a medical office. Almost every room has
some medical equipment, even the kitchen (see photo). The appraiser can not confirm if this
house has been used as a primary or secondary RESIDENTIAL building. Also, after additional
research, the appraiser found Victor E. Dolan, DC doctor's office under this address. Appraiser
attached Google pictures from 2018 to show the office sign. At the time of inspection, all signs
were removed besides one (see pic). The client was properly notified, and the appraiser was
directed to complete this report as a residential building.
The appraiser does disclose the subject use as a doctor's office, however, this is only mentioned
on the last page of the addendum under Cost Approach. There is no indication the subject
commercial use was given any consideration.
Highest and Best Use Analysis
The appraiser provides an extensive highest and best use analysis, however, there is no
mention of the commercial use of the subject. This is a factor since the subject current use is as
a doctor's office and should be analyzed.
On page 1 of the form there is the following question:
Is the highest and best use of the subject property as improved (or as proposed per plans and
specifications) the present use?
The appraiser checked the YES box and provided the following comment:
Based on the current zoning and neighborhood characteristics, the highest and best use of the
subject would be its current use.
The current use of the subject is a medical office not a single family home. In the addendum
(page 30 & 31), the appraiser provides an extensive analysis of the highest and best use of the
subject and states the following:
The current use of the real estate of the date of value is Residential as described in the
improvements section of this appraisal.
Page 33 of the addendum states Highest and Best Use: 1 Family Home.
This is conflicting data. Page 1 indicates the highest and best use is the subject's current use.
Based on the information provided, the subject is currently being used as a medical office. In
the addendum the appraiser indicates the current use of the real estate is residential and in
another section of the addendum, the Highest and Best Use is a 1 family home.
A medical office would be a commercial use, not a residential use. The appraiser states the
subject is a single family home, however, page 35 indicates the subject is currently used as a
medical office. The highest and best use analysis is unclear and misleading.
Research For Comparables
The appraiser has indicated the following:
The final comparable search parameters were 1 mile, 12 months, GLA: 800 sf to 1,200 sf, actual
age +/- 100 years, single family dwelling, effective age +/- 15 years, etc. The comps utilized
within this report represent similar market as the subject, representing the same type of buyer
and similar marketing times, despite exceeding guidelines for date of sale and line adjustments
etc.
The appraiser indicates the search parameters, however, there is no indication that the location
was a consideration in their search. Since there is a commercial overlay for the subject and the
subject could be utilized as a commercial property based on the current zoning, this use should
have been considered in selecting comparables.
Conflicting Information
As previously indicated, in the form, the appraiser indicates there is a 5% location adjustment
taken for the subject commercial location on page 1 of the appraisal. In the addendum (page
33), the appraiser indicates the location adjustment is 2%.
The appraiser incorrectly reported bathrooms for Comp #2 as 2 baths, however, the actual
number of bathrooms are one and a half baths.
USPAP Violations
After reviewing all the data provided, the reviewer has arrived at the conclusion that the
appraisal has violated USPAP. The following are the violations:
Scope of Work Rule
For each appraisal and appraisal review assignment, an appraiser must:
1. identify the problem to be solved;
2. determine and perform the scope of work necessary to develop credible assignment results;
and
3. disclose the scope of work in the report.
Problem Identification
An appraiser must gather and analyze information about those assignment elements that are
necessary to properly identify the appraisal or appraisal review problem to be solved.
The appraiser did not identify the problem. The subject property is a commercial use located in a
commercial zone. The appraiser did not identify or disclose these factors in appraising the
subject property.
USPAP standards were also violated as indicated below:
Standards Rule 1-1: In developing a real property appraisal, an appraiser must:
(a) be aware of, understand and correctly employ those recognized methods and techniques
that are necessary to produce a credible appraisal;"
The appraiser has not provided all the information regarding the location of the subject.
The purpose of USPAP is to promote and maintain a high level of public trust in appraisal
practice. In omitting the commercial overlay for the subject and the surrounding commercial
buildings, the appraiser has violated USPAP and has betrayed public trust.
(b) Not commit a substantial error of omission or commission that significantly affects an
appraisal:"
The appraiser ignored the commercial influence surrounding the subject. The subject is a
corner parcel that sides and backs commercial properties. There is also a commercial building
across the street from the subject. The only commercial building that is mentioned in the report
is the commercial property the subject backs. The other commercial properties were not
mentioned.
STANDARDS RULE 1-3, MARKET ANALYSIS, AND HIGHEST AND BEST USE
When necessary for credible assignment results in developing a market value opinion, an
appraiser must:
(a) identify and analyze the effect on use and value of:
(i) existing land use regulations;
(ii) reasonably probable modifications of such land use regulations;
(iii) economic supply and demand;
(iv) the physical adaptability of the real estate; and
(v) market area trends; and
The commercial zoning for the subject was not reported. The appraiser has provided conflicting
statements regarding the highest and best use for the subject property.
Standards Rule 2-1
Each written or oral real property appraisal report must:
(a) clearly and accurately set forth the appraisal in a manner that will not be misleading.
The appraiser has not properly reported the location of the subject and has not reported the
commercial overlay. Utilizing comparables that ALL had more residential locations have created
a report that is misleading.
Conclusion
There were several USPAP violations in the appraisal.
• The appraisal report is misleading and is not credible.
• The appraisal does not provide an accurate description of the subject zoning.
• The subject location has significant commercial influences that were not reported.
• The highest and best use analysis has conflicting statements.
• The current use of the subject as a commercial property was not given any consideration
in the appraisal.
Based on the data, there were violations to the following:
USPAP Standards Rule 1-1 (a) and (b), 1-3 (a) and 2-1(a)
Scope of Work Rule
The appraisal report is misleading and is not credible. The appraisal does not provide an
accurate description of the subject location that has significant commercial influences that were
not disclosed. The subject use as a medical office was not properly identified or disclosed. The
subject's location in a commercial zone was not disclosed. If you would like to discuss any
additional information please do not hesitate to contact me.
Respectfully Submitted,
Jennifer R. DeFlorio #45-6290
NYS Certified Real Estate Appraiser
kat Florida Department of Revenue Jim Zingale
v Office of General Counsel Executive Director
0
FLORIDA
5050 West Tennessee Street, Tallahassee, FL 32399 floridarevenue.com
Advisory Memorandum
From: Stephen J. Keller
Chief Legal Counsel for Property Tax Litigation and VAB Oversight,
Florida Department of Revenue
To: Legal Counsel to Each Florida Value Adjustment Board (VAB)
Date: November 16, 2023
Subject: Advisory Assistance on Definition of Real Property and on Avoiding Erroneous
Statements in Written VAB Decisions
Introduction
Please share this advisory memorandum with the clerks and special magistrates of each
county value adjustment board (VAB) and advise them accordingly.
This memorandum addresses two items. The first is the appropriate definition of "real
property" for the Florida ad valorem tax system which includes VAB proceedings. The
second item is avoiding obsolete pre -written statements that could exist in AXIA
systems or other electronic files used in producing VAB written decisions.
Appropriate Definition of Real Property for the Florida VAB Process
Real property is defined in section 192.001 (12), Florida Statutes, as follows:
"Real property"" means land, buildings, fixtures, and all other improvements
to land. The terms 'land, " "real estate, " "realty, "and "real property"" may be
used interchangeably.
This is the only real property definition appropriate for the Florida ad valorem tax
system which includes the VAB process.
Avoiding Erroneous Statements in VAB Written Decisions
Recently, several obsolete pre -written statements were discovered in the AXIA software
of a county VAB in Florida. In responding to a public records request, the VAB attorney
handled this appropriately and issued a letter stating as follows in pertinent part:
Page 1 of 2
"Relative to your initial e-mails dated September 28, 2023 and October 2,
2023 and further email of October 12, 2023, requesting public records
related to the ... County Value Adjustment Board, attached/enclosed please
find copies ofscreenshots responsive to your requests."
"Please also note, no pre -written statements are available to the ...County
Value Adjustment Board Special Magistrates for use as that AXIA feature
has been disabled at my direction."
These pre -written statements included erroneous statements in direct conflict with the
2009 statutory enactments in sections 194.301 and 194.3015, Florida Statutes.
At this time, we ask the VAB attorney in each county to, without delay: 1) review any
and all pre -written statements in the AXIA system or elsewhere, and 2) take immediate
steps to ensure that no such erroneous statements exist and do not appear in any
written recommended decision or final decision of the VAB.
Thank you for your help.
Page 2of2
Item #4
► 4. Public Comment:
Item #5
5. VAB Members or Staff Comment:
4
Item #6
► 6. Adoption of Special Magistrate Recommendations
A. Board Member Kezeske must recuse himself from the vote for Petition
2023- 01053, as owner of that parcel
B. Adoption of Special Magistrates' Recommendations for 2023 VAB (1299 Filed
Petitions) (385 Petitions went to hearing (605 Parcels))
1) Motion for approval for the recommended decision for Petition 2023-01053 (alone)
(motion needed)
2) Motion for approval for all other recommended decisions (motion needed)
► Homestead Exemption Petitions
► Portability Transfer Petitions
► Not Substantially Complete Petition
► Value Petitions: Residential and Commercial
�10
FORM 8B MEMORANDUM OF VOTING CONFLICT FOR
COUNTY, MUNICIPAL, AND OTHER LOCAL PUBLIC OFFICERS
LAST NAME —FIRST NAME —MIDDLE NAME
NAME OF BOARD, COUNCIL, COMMISSION, AUTHORITY, OR COMMITTEE
Kezeske Ronald Alan
Collier County Value Ad'ustment Board
MAILING ADDRESS
THE BOARD, COUNCIL, COMMISSION, AUTHORITY OR COMMITTEE ON
4206 Amelia Way
WHICH I SERVE ISAUNIT OF:
❑ CITY ACOUNTY ❑ OTHER LOCAL AGENCY
CITY COUNTY
NAME OF POLITICAL SUBDIVISION:
Collier Count
Naples Collier
DATE ON WHICH VOTE OCCURRED
MY POSITION IS:
03/22/2024
❑ ELECTIVE X APPOINTIVE
WHO MUST FILE FORM 813
This form is for use by any person serving at the county, city, or other local level of government on an appointed or elected board, council,
commission, authority, or committee. It applies to members of advisory and non -advisory bodies who are presented with a voting conflict of
interest under Section 112.3143, Florida Statutes.
Your responsibilities under the law when faced with voting on a measure in which you have a conflict of interest will vary greatly depending
on whether you hold an elective or appointive position. For this reason, please pay close attention to the instructions on this form before
completing and filing the form.
INSTRUCTIONS FOR COMPLIANCE WITH SECTION 112.3143, FLORIDA STATUTES
A person holding elective or appointive county, municipal, or other local public office MUST ABSTAIN from voting on a measure which
would inure to his or her special private gain or loss. Each elected or appointed local officer also MUST ABSTAIN from knowingly voting on
a measure which would inure to the special gain or loss of a principal (other than a government agency) by whom he or she is retained
(including the parent, subsidiary, or sibling organization of a principal by which he or she is retained); to the special private gain or loss of a
relative; or to the special private gain or loss of a business associate. Commissioners of community redevelopment agencies (CRAs) under
Sec. 163.356 or 163.357, F.S., and officers of independent special tax districts elected on a one -acre, one -vote basis are not prohibited
from voting in that capacity.
For purposes of this law, a "relative" includes only the officer's father, mother, son, daughter, husband, wife, brother, sister, father-in-law,
mother-in-law, son-in-law, and daughter-in-law. A "business associate" means any person or entity engaged in or carrying on a business
enterprise with the officer as a partner, joint venturer, coowner of property, or corporate shareholder (where the shares of the corporation
are not listed on any national or regional stock exchange).
ELECTED OFFICERS:
In addition to abstaining from voting in the situations described above, you must disclose the conflict:
PRIOR TO THE VOTE BEING TAKEN by publicly stating to the assembly the nature of your interest in the measure on which you are
abstaining from voting; and
WITHIN 15 DAYS AFTER THE VOTE OCCURS by completing and filing this form with the person responsible for recording the
minutes of the meeting, who should incorporate the form in the minutes.
APPOINTED OFFICERS:
Although you must abstain from voting in the situations described above, you are not prohibited by Section 112.3143 from otherwise
participating in these matters. However, you must disclose the nature of the conflict before making any attempt to influence the decision,
whether orally or in writing and whether made by you or at your direction.
IF YOU INTEND TO MAKE ANY ATTEMPT TO INFLUENCE THE DECISION PRIOR TO THE MEETING AT WHICH THE VOTE WILL BE
TAKEN:
• You must complete and file this form (before making any attempt to influence the decision) with the person responsible for recording the
minutes of the meeting, who will incorporate the form in the minutes. (Continued on page 2)
CE FORM 8B - EFF. 11/2013 PAGE 1
Adopted by reference in Rule 34-7.010(1)(f), F.A.C.
APPOINTED OFFICERS (continued)
• A copy of the form must be provided immediately to the other members of the agency.
• The form must be read publicly at the next meeting after the form is filed.
IF YOU MAKE NO ATTEMPT TO INFLUENCE THE DECISION EXCEPT BY DISCUSSION AT THE MEETING:
• You must disclose orally the nature of your conflict in the measure before participating.
• You must complete the form and file it within 15 days after the vote occurs with the person responsible for recording the minutes of the
meeting, who must incorporate the form in the minutes. A copy of the form must be provided immediately to the other members of the
agency, and the form must be read publicly at the next meeting after the form is filed.
Ronald A. Kezeske
DISCLOSURE OF LOCAL OFFICER'S INTEREST
, hereby disclose that on
(a) A measure came or will come before my agency which (check one or more)
X inured to my special private gain or loss;
inured to the special gain or loss of my business associate,
inured to the special gain or loss of my
inured to the special gain or loss of
whom I am retained; or
inured to the special gain or loss of
March 22
is the parent subsidiary, or sibling organization or subsidiary of a principal which has retained me.
(b) The measure before my agency and the nature of my conflicting interest in the measure is as follows:
VAB Petition 2023-01053
Petition for Magistrate review of the real property of our residence in Collier County
I will be recusing myself from the vote on that Petition.
, 20 24
, by
, which
If disclosure of specific information would violate confidentiality or privilege pursuant to law or rules governing attorneys, a public officer,
who is also an attorney, may comply with the disclosure requirements of this section by disclosing the nature of the interest in such a way
as to provide the public with notice of the conflict.
02/05/24
Date Filed
Signature
NOTICE: UNDER PROVISIONS OF FLORIDA STATUTES §112.317, A FAILURE TO MAKE ANY REQUIRED DISCLOSURE
CONSTITUTES GROUNDS FOR AND MAY BE PUNISHED BY ONE OR MORE OF THE FOLLOWING: IMPEACHMENT,
REMOVAL OR SUSPENSION FROM OFFICE OR EMPLOYMENT, DEMOTION, REDUCTION IN SALARY, REPRIMAND, OR A
CIVIL PENALTY NOT TO EXCEED $10,000.
CE FORM 813 - EFF. 11/2013 PAGE 2
Adopted by reference in Rule 34-7.010(1)(f), F.A.C.
Item #7
► 7. Adoption of Certification of the Value Adjustment Board — Tangible Personal
Property (DR-488 TPP) (motion needed)
CERTIFICATION OF THE VALUE ADJUSTMENT BOARD DR-488
R. 12/09
kilm
Section 193.122, Florida Statutes Rule 12D-16.002
Florida Administrative Code
FLORIDA
Tax Roll Year 20 23
The Value Adjustment Board of Collier County, after approval of the assessment roll below by the
Department of Revenue, certifies that all hearings required by section 194.032, F.S., have been held and
the Value Adjustment Board is satisfied that the
(Check one.) ElReal Property ❑ Tangible Personal Property
assessment for our county includes all property and information required by the statutes of the State of
Florida and the requirements and regulations of the Department of Revenue.
On behalf of the entire board, I certify that we have ordered this certification to be attached as part of the
assessment roll. The roll will be delivered to the property appraiser of this county on the date of this
certification. The property appraiser will adjust the roll accordingly and make all extensions to show the
tax attributable to all taxable property under the law.
The following figures* are correct to the best of our knowledge:
1. Taxable value of ❑ real property ❑ tangible personal property
assessment roll as submitted by the property appraiser to the value
$ 2,816,324,499
adjustment board
2. Net change in taxable value due to actions of the Board
$ 0
3. Taxable value of ❑ real property ® tangible personal property
assessment roll incorporating all changes due to action of the value
$ 2,816,324,499
adjustment board
*All values entered should be county taxable values. School and other taxing authority values may differ.
Signature, Chair of the Value Adjustment Board
Continued on page 2
3/22/2024
Date
CERTIFICATION OF THE VALUE ADJUSTMENT BOARD DR-488
R. 12/09
Page 2 of 2
PROCEDURES Tax Roll Year 20 23
The value adjustment board has met the requirements below. Check all that apply.
The board:
NV 1. Followed the prehearing checklist in Chapter 12D-9, Florida Administrative Code. Took all
actions reported by the VAB clerk or the legal counsel to comply with the checklist.
[Z2. Verified the qualifications of special magistrates, including if special magistrates completed the
Department's training.
�3. Based the selection of special magistrates solely on proper qualifications and the property
appraiser did not influence the selection of special magistrates.
914. Considered only petitions filed by the deadline or found to have good cause for filing late.
V5. Noticed all meetings as required by section 286.011, F.S.
[Vf 6. Did not consider ex parte communications unless all parties were notified and allowed to object
to or address the communication.
V7. Reviewed and considered all petitions as required, unless withdrawn or settled by the petitioner.
V8. Ensured that all decisions contained the required findings of fact and conclusions of law.
V9. Allowed the opportunity for public comment at the meetings where the recommended decisions
of special magistrates were considered or board decisions were adopted.
[/10. Addressed all complaints of noncompliance with the provisions of Chapter 194, Part I, Florida
Statutes, and rule Chapter 12D-9, F.A.C., that were called to the board's attention.
All board members and the board's legal counsel have read this certification.
The board must submit this certification to the Department of Revenue before it publishes the notice of
the findings and results required by section 194.037, F.S.
On behalf of the entire value adjustment board, I certify that the above statements are true and that the
board has met all the requirements in Chapter 194, F.S., and Department rules.
After all hearings have been held, the board shall certify an assessment roll or part of an assessment roll
that has been finally approved according to section 193.011, F.S. A sufficient number of copies of this
certification shall be delivered to the property appraiser to attach to each copy of the assessment roll
prepared by the property appraiser.
Signature, Chair of the Value Adjustment Board
3/22/2024
Date
Item #8
► 8. Adoption of Certification of the Value Adjustment Board — Real Property (DR-
488 RP) (motion needed)
CERTIFICATION OF THE VALUE ADJUSTMENT BOARD DR-488
R. 12/09
kilm
Section 193.122, Florida Statutes Rule 12D-16.002
Florida Administrative Code
FLORIDA
Tax Roll Year 20 23
The Value Adjustment Board of Collier County, after approval of the assessment roll below by the
Department of Revenue, certifies that all hearings required by section 194.032, F.S., have been held and
the Value Adjustment Board is satisfied that the
(Check one.) ® Real Property ❑ Tangible Personal Property
assessment for our county includes all property and information required by the statutes of the State of
Florida and the requirements and regulations of the Department of Revenue.
On behalf of the entire board, I certify that we have ordered this certification to be attached as part of the
assessment roll. The roll will be delivered to the property appraiser of this county on the date of this
certification. The property appraiser will adjust the roll accordingly and make all extensions to show the
tax attributable to all taxable property under the law.
The following figures* are correct to the best of our knowledge:
1. Taxable value of ❑ real property ❑ tangible personal property
assessment roll as submitted by the property appraiser to the value
$ 135,200,163,582
adjustment board
2. Net change in taxable value due to actions of the Board
$ (26,522,346)
3. Taxable value of ® real property ❑ tangible personal property
assessment roll incorporating all changes due to action of the value
$ 135,173,641,236
adjustment board
*All values entered should be county taxable values. School and other taxing authority values may differ.
Signature, Chair of the Value Adjustment Board
Continued on page 2
3/22/2024
Date
CERTIFICATION OF THE VALUE ADJUSTMENT BOARD DR-488
R. 12/09
Page 2 of 2
PROCEDURES Tax Roll Year 20 23
The value adjustment board has met the requirements below. Check all that apply.
The board:
V1. Followed the prehearing checklist in Chapter 12D-9, Florida Administrative Code. Took all
actions reported by the VAB clerk or the legal counsel to comply with the checklist.
[d2. Verified the qualifications of special magistrates, including if special magistrates completed the
Department's training.
KX3. Based the selection of special magistrates solely on proper qualifications and the property
appraiser did not influence the selection of special magistrates.
S/4. Considered only petitions filed by the deadline or found to have good cause for filing late.
V5. Noticed all meetings as required by section 286.011, F.S.
V6. Did not consider ex parte communications unless all parties were notified and allowed to object
to or address the communication.
V7. Reviewed and considered all petitions as required, unless withdrawn or settled by the petitioner.
V8. Ensured that all decisions contained the required findings of fact and conclusions of law.
['9. Allowed the opportunity for public comment at the meetings where the recommended decisions
of special magistrates were considered or board decisions were adopted.
V10. Addressed all complaints of noncompliance with the provisions of Chapter 194, Part I, Florida
Statutes, and rule Chapter 12D-9, F.A.C., that were called to the board's attention.
All board members and the board's legal counsel have read this certification.
The board must submit this certification to the Department of Revenue before it publishes the notice of
the findings and results required by section 194.037, F.S.
On behalf of the entire value adjustment board, I certify that the above statements are true and that the
board has met all the requirements in Chapter 194, F.S., and Department rules.
After all hearings have been held, the board shall certify an assessment roll or part of an assessment roll
that has been finally approved according to section 193.011, F.S. A sufficient number of copies of this
certification shall be delivered to the property appraiser to attach to each copy of the assessment roll
prepared by the property appraiser.
Signature, Chair of the Value Adjustment Board
3/22/2024
Date
Item #�
9. Adoption of Tax Impact of the Value Adjustment Board (DR-529) (motion
needed)
NOTICE
DR-529
R. 12:C9
DEPARTMENT
OF REVENUE
TAX IMPACT OF VALUE ADJUSTMENT BOARD
Collier
COU11t%,` Tax Year 2 01 2 3
Ru a 11D-1E.ZZ2
9orida Hdmini-tmtve Code
Members of the Board
Honorable Burt Saunders
Board of County Commissioners, District No. 3
Honorable Dan Kowal
Board of County commissioners, District No. 4
Honorable Erick Carter
School Board. District No. 4
Citizen Member Ron Kezeske
Business owner within the school district
Citizen Member Rebecca Earney
Homestead property owner
The Value Adjustttlent Board (VAB) sleets each year to hear petitions and make decisions relaxing
to property tax assessments, exemptions, classifications, and tax deferrals.
Summary of Year's Actions
Number of Parcels
Reduction in
Shift in
Type of Property
County Taxable Value
Taxes
Exemptions
Assessments*
Both
Due to Board Actions
Due to Board Actions
^rarted
Rgjes ed
educn_w
7.evezzted
W thvn
_qsettled
a
Residential
1
221
7
932
710
(5,884,940)
(78,077)
Commercial
0
0
14
180
95
(18, 332, 650)
(185, 939)
Industrial and
miscellaneous
0
1
6
29
10
(1,884,337)
S (29, 149)
Agricultural or
classified use
o
0
0
5
5
5 o
-
S o
High-water recharge
0
0
0
0
0
0
} 0
Historic commercial
or nonprofit
o
0
0
0
o
S o
S o
Business machinery
and equipment
0
0
0
47
47
0
0 0
Vacant lots and
0
3
5
66
49
(420,419)
0 (6,301)
acreage
TOTALS
1
225
32
1, 259
916
S (26, 522, 346)
S (299, 467)
All values should be county taxable values. School and other taxing authority values may differ.
"Include transfer of assessment difference (portability) requests.
If you have a question about these actions. contact the Chair or the Clerk of the Value Adjustment Board.
C'halrs tlanle Burt Saunders, VAB Chairman
Phone 239-252-8603
4.lerk's name Crystal K. Kinzel, Clerk
Phone 239-252-8399
max:
Item #1(
► 10. Discussion/Motion to permit VAB Counsel to review VAB website to ensure
compliance and consistency (motion needed)
Item #11
► 11. Set date for 2024 VAB Organizational Meeting:
Dates and Times the Boardroom is available:
Monday, August 12, 2024, at 9:00 am and Monday, August 19, 2024, at 9:00 am