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Persons Per Household 2.4 2.3 i 4. Age of Householder 1990 Percent 15-24 Years 56 4.2 25-34 Years 315 23.8 35-44 Years 278 21.0 45-54 Years 197 14.9 55-64 Years 150 11 .3 65-74 Years 149 11.3 75 Years and Over 177 13.4 6. Household Composition: 1,322 100.0 Family Households: Married-Couple Family With Children Under Age 18: (� 324• '1 24.5 With No Children Under Age 18 331 25.0 One-parent families with Children Under Age 18: Male Parent " 23- 1.7 Female Parent0 7.6 Other Family Households: `�J_ 3.9 Ca� Nonfami ly Households: `/, x /, q Householder Living Alone: 427 32.3 __. _ Householder Not Living Atone: 66 5.0 7. People & Families in Poverty 1989 Percent Total Persons 244 7.9 Under Age 18 81 2.6 - Age 65+ 44 1.4 People Under 200% of Poverty 625 20.3 Families Below Poverty 49 5.6 Single Parent Families 37 4.3 American Asian/ Other 8. Race/Ethnicity Total White Black Indian Pac. Ist. Race 1 Hispanic Number 3,486 3,283 125 40 17 21 I 43 Percent 100.0 94.2 3.6 1.1 0.5 0.6 1.2. • Total Minority (Includes Hispanic White) = 227 6.5 9. Household Income by Race/Ethnicity of Householder, 1989 Less than $15,000 272 259 4 0 3 6 8 $15,000 to $24,999 174 174 0 0 0 0 0 $25,000 to $34,999 279 277 0 2 0 0 0 $35,000 to $49,999 269 267 0 0 0 2 4 $50,000 and above 340 340 0 0 0 0 0 Less than $15,000 20.4X 19.7% 100.0% 0.0% 100.0% 75.0% 66.7% $15,000 to $24,999 13.0% 13.2% 0.0% 0.0% 0.0% 0.07.. 0.0% • $25,000 to $34,999 20.9% 21.0% 0.0% 100.0% 0.0% 0.0% 0.0% $35,000 to $49,999 20.2% 20.3% 0.0% 0.0% 0.0% 25.0% 33.3% $50,000 and above 25.5% 25.8% 0.0% 0.0% 0.0% 0.0% 0.0% 10. Persons in Poverty By Race/Ethnicity 244 210 16 6 . 6 6 1 36 7.9% 7.0% 100.0% 33.3% 20.7% 66.7% 66.7% 11. 1989 Median Household Income $33,210 12. 1989 Median Family Income $37,895 • • `OAK PARK HEIGHTS CITY IN Washington County PAGE 376 Estimate 1990 1993 13. Housing Units 1,398 1,477 14. Total Vacant Units 76 Vacant for Rent 39 Vacant for Sale 19 All Other Vacant 18 American Asian/ Other Total White Black Indian Pac. 1st. Race Hispanic 15. Tenure Owner 828 819 0 4 3 2 5 62.6 62.5 0.0 100.0 75.0 100.0 62.5 Renter 494 491 2 0 1 0 3 37.4 37.5 100.0 0.0 25.0 0.0 37.5 16. Units by Gross Monthly Rent Less than $300 106 102 4 0 0 0 2 $300 to $499 167 167 0 0 0 0 0 $500 to $749 184 182 0 0 2 0 0 $750 or more 35 35 0 0 0 0 0 No Cash Rent 2 2 0 0 0 0 0 7990 Percent 17. Housing Unit by Type ---- 18. Households Paying 30% or More of One-Unit Detached 663 47.4 1989 Household Income for Housing Costs One-Unit Attached 64 4.6 2 Units 45 3.2 Households Percent 3 to 4 Units 81 5.8 Owner-Occupied 143 22.4 5 or More Units 535 38.3 Renter-Occupied 170 34.4 Mobile Home/Trailer 0 0.0 Other 10 0.7 19. Owner-Occupied Units by Value Less than $60,000 50 7.9 $60,000 to $74,999 118 18.7 $75,000 to $99,999 315 50.0 $100,000 to $149,999 116 18.4 $150,000 to $199,999 27 4.3 $200,000 or Higher: 4 0.6 20. Median Value of Owner-Occupied Housing $86,700 li 21.. Median Monthly Contract Rent $460 22. Median Monthly Gross Rent $482 No 1 2 3+ 22. Bedrooms by Gross Rent Bedroom Bedroom Bedrooms Bedrooms Less than $200 0 59 4 6 $200 to $299 0 33 0 4 $300 to $499 2 96 65 4 $500 to $749 0 61 108 15 $750 to $999 0 0 33 .2 $1000 or more 0 0 0 0 No Cash .Rent 0 2 0 0 Owner- - Renter- Total 24. Year Structure Built Occupied Percent Occupied Percent (Inc. Vacant) Percent 1939 or Earlier 103 12.7 20 4.0 130 9.5 1940 to 1949 38 4.7 0 0.0 38 2.8 1950 to 1959 65 8.0 15 3.0 80 5.9 . 1960 to 1969 102 12.6 78 15.8 197 14.5 1970 to 1979 330 40.6 181 36.6 517 38.0 1980 to March 1990 174 21.4 200 40.5 400 29.4 % of All Mixed Elderly Total Housing Units 25. Federally Subsidized Housing Units (1994) 26 97 123 8.3 1995 125% OF FEDERAL POVERTY GUIDELINES FAMILY ANNUAL MONTHLY WEEKLY SIZE 1 9,338 778 180 2 12,538 1,045 241 3 15,738 1,311 303 4 18,938 1,578 364 5 22,138 1,845 426 6 25,338 2,111 487 7 28,538 2,378 549 8 31,738 2,645 610 9 -34,938 2,911 672 10 38,138 3,178 733 For each additional person 3,200 267 62 in the household add 60 FR 7772-7774 (2/9/95) 6/95 7 A ENCLOSURE C LAW OFFICES OF ECKBERG, LAMMERS, BRIGGS, WOLFF & VIERLING, P.L.L.P. 1835 NORTHWESTERN AVENUE STILLWATER, MINNESOTA 55082 LYLE J. ECKBERG (612) 439-2878 JAMES F. LAMMERS FAX (612) 439-2923 ROBERT G. BRIGGS PAUL A.WOLFF MARK J.VIERLING GREGORY G. CALLER KEVIN K. SHOEBERG THOMAS J. WEIDNER April 12 , 1995 SUSAN D. OLSON MR MICHAEL J ROBERTSON CITY ADMINISTRATOR CITY OF OAK PARK HEIGHTS P 0 BOX 2007 14168 57TH STREET NORTH OAK PARK HEIGHTS MN 55082 RE: Deferrment of Special Assessments Dear Mike : I understand there has been some interest from one of the Councilpersons with regard to identifying and having in place a resolution adopting guidelines for deferrment of special assessments, either based on hardship or based on senior citizen, retired or disabled status . I am aware that you already have in your possession copies of policies dealing with those issues from the City of Stillwater, and there are, of course, as many distinguishing features of the various policies of the several communities that serve this area as there are cities . However, I am enclosing a copy of the adoption of such a policy in both instances from the City of Lake St . Croix Beach as it is typical of the deferrment policies that we are seeing in the middle. of the St . Croix Valley (i .e . the Lakeland, Lake St . Croix Beach, Lakeland Shores, St . Mary' s Point, etc. ) area. You may also be interested in receiving a copy of the Woodbury policy, and I would be more than happy to provide a copy to you should you desire same. The Council should have a policy in place prior to adopting its assessment roll with regard to the street reconstruction project or the 58th Street project . It was my understanding that the City had such a policy in place several years ago, however, the resolutions adopting same may not be presently available to you. In an effort to assist you in that matter, I am also asking our staff to resurrect our old closed files from that era to determine whether or not we retained a copy of the City' s policy from that time period. r MR. MICHAEL J. ROBERTSON FEBRUARY 15, 1995 PAGE 2 It was my understanding that the Council had such a policy in place at the time that the Dielentheis property was treated to a deferral for senior citizen status, which occurred several years ago. If you have any questions in the ma - •lease feel free to contact me directly. Yours - truly, Mar J. Vierling MJV/dmr RESOLUTION dlk/, CITY OF LAKE ST. CROIX BEACH WASHINGTON COUNTY, MINNESOTA 'I A RESOLUTION ESTABLISHING 4140 STANDARDS AND GUIDELINES FOR DEFERMENT OF SPECIAL ASSESSMENTS BASED ON FINANCIAL HARDSHIP WHEREAS, the City Council for the City of Lake St. Croix Beach, Washington County, Minnesota has considered establishing guidelines for deferment of special assessments for those individuals demonstrating financial hardship within the City of Lake St. Croix Beach; and, WHEREAS, Minnesota Statute 435. 193 allows the City to consider exceptional and unusual circumstances pertaining to applicants not covered under existing standards and guidelines for senior citizens and handicapped individuals seeking deferment. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL FOR THE CITY OF LAKE ST. CROIX BEACH, WASHINGTON COUNTY, MINNESOTA: That the standards and guidelines for determining the existence of financial hardship and for determining the existence of exceptional circumstances under which the City Council will consider requests for deferment based on hardship for all individuals who are not senior citizens and not handicapped, are as follows: 1. Persons seeking deferment of a special assessment imposed by the City shall have the following qualifications: A. Be the record owner of the property proposed to be assessed, which property shall be the homestead of the applicant; B. That the total amount of any assessment proposed to be deferred under the terms hereof must exceed the sum of $1, 000; C. That the average annual payment of all assessments to the homestead must exceed 1% of the adjusted gross annual income of the applicant; D. That the total assets of the applicant must not exceed the sum of $50, 000 excluding the value of the homestead; r - E. The annual household income of the applicant and the applicant's spouse, if any, shall not exceed that which is set forth on Attachment A within the calendar year of the application or any subsequent calendar year during which the assessment is being deferred. 2. A person seeking a deferment of assessments shall make application to the City on forms prescribed by the Washington County Auditor together with all other information as required by the City of Lake St. Croix Beach. The application shall be dated and shall contain a certification by the applicant of the information therein or made a part thereof as true and correct. The application shall contain a financial statement in a form customarily used by a lending institution and shall contain a copy of the previous year's Minnesota income tax return if one was prepared or submitted to the state. 3 . Simple interest shall accrue on an assessment deferred by the Council until such time as it is paid in full, the rate of interest to be that rate of interest as applied to the assessment as levied. 4. The option to defer the payment of special assessments shall terminate and all amounts accumulated plus applicable interest shall become due and payable upon the occurrence of any one of the following events: • A. the death of the applicant when there is no spouse who is eligible for deferment; B. the sale, transfer or subdivision of all or any part of the property; C. the loss of homestead status on the property; D. the determination by the City Council for any reason that there would be no hardship to require immediate, complete or partial payment; E. Notwithstanding any provision herein contained restricting hardship, the City Council may consider exceptional and unusual circumstances pertaining to an applicant not covered under the standards and guidelines herein set forth. However, any determination shall be made in a nondiscriminatory manner and shall not give the applicant an unreasonable preference or advantage over other applicants. 5. As to all assessments so deferred under the terms of this Resolution, the City of Lake St. Croix Beach hereby determines that the deferred assessment with interest when paid, shall under no circumstances be collected in an amount o collected greater than would have been coil d had the assessment i .. not been deferred and paid when due, assuming payment on an annual basis over the entire term of the assessment. 6. The City Council shall annually review all deferments previously made pursuant to the standards and guidelines set forth herein. Passed by the City Council for the City of Lake St. Croix Beach this day of , 1991. BY ORDER OF THE CITY COUNCIL John Jansen, Mayor Attest: Linda O 'Donnell City Clerk ATTACHMENT A INCOME GUIDELINES 100%1000 of the official poverty level, as defined by the appropriate Federal Department 45 C.F.R. , Section 1611.3, for 1991; this maximum income is: MAXIMUM ELIGIBLE INCOME BEFORE TAXES t.` Annual ��- c/ \,vA\ \L Family Size Income D d 1 $ 6, 280.00 2 8,420.00 3 10,560.00 $:2_,0 oD 4 12,700.00 /7O5D (y.JSJ 6) 5 14,840.00 6 16,980.00 7 19, 120.00 8 21,260.00 For each additional person in the houehold add: $ 3, 744.00/annually ihcOnhsL Was( CO RESOLUTION CITY OF LAKE ST. CROIX BEACH WASHINGTON COUNTY, MINNESOTA A RESOLUTION ESTABLISHING STANDARDS AND GUIDELINES FOR SENIOR CITIZENS OR RETIRED AND DISABLED PERSONS HARDSHIP FOR SPECIAL ASSESSMENT DEFERRAL WHEREAS, Minnesota Statute Chapter 435. 193 provides that a statutory city making a special assessment may in its discretion defer the payment of that assessment for any homestead property owned by a person 65 years of age or older, or retired by virtue of a permanent and total disability for whom it would be a hardship to make the payments; and, WHEREAS, said statute further provides that a statutory city shall adopt an ordinance or resolution establishing standards and guidelines for determining the existence of a hardship for determining the existence of a disability. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL FOR THE CITY OF LAKE ST. CROIX BEACH, WASHINGTON COUNTY, MINNESOTA: That the following standards and guidelines for determining the existence of a hardship and for determining the existence of a disability are hereby established: 1. Persons seeking deferment of a special assessment imposed by the City shall have the following qualifications: A. Be the record owner of the property proposed to be assessed, which property shall be the homestead of the applicant (for the purposes of application of this paragraph, an individual or individuals who possess a life estate over property which they have qualified as their homestead shall be treated as if they were the record owners of the property proposed to be assessed) and; B. Be 65 years of age or older or be retired by virtue of, or demonstrate total disability based upon the following guidelines: 1. total and permanent loss of sight in both eyes; 2 . loss of both arms at the shoulder; 3 . loss of both legs so close to the hips that no artificial members can be used; 4. complete and permanent paralysis; 5. total and permanent loss of mental faculties; or 6. any other injury which totally incapacitates the applicant from working at an occupation which brings him an income; C. Further, the total amount of any assessment proposed to be deferred under the terms hereof must exceed the sum of $1, 000. D. The average annual payment for all assessments to the homestead must exceed 1% of the adjusted gross annual income of the applicant. E. The total assets of the applicant must not exceed the sum of $50, 000. 00 excluding the value of the homestead. F. The annual household income of the applicant and the applicant's spouse, if any, shall not exceed that which is set forth on Attachment A within the calendar year of the application or any subsequent calendar year during which the assessment is being deferred. 2 . A person seeking a deferment of assessments shall make application to the City on forms prescribed by the Washington County Auditor together with other information as required by the City. The application shall be dated and shall contain a certification by the applicant of the information therein or made a part thereof as true and correct. The application shall contain a financial statement in a form customarily used by a lending institution and shall contain a copy of the previous year' s Minnesota income tax return if one was prepared or submitted to the state. 3. Simple interest shall accrue on an assessment deferred by the Council until the same is paid in full, the rate of interest to be that rate of interest as applied to the assessment as levied. 4 . The option to defer the payment of special assessments shall terminate and all amounts accumulated plus applicable interest shall become due and payable upon the occurrence of any one of the following events: A. the death of the applicant when there is no spouse who is eligible for deferment (or, in the case of those individuals having a life estate over property which they have claimed homestead, the death of the life tenant when there is no surviving spouse who is also named as a life tenant within the deed of conveyance 2 Ili creating the life tenancy, who is also eligible for the g Y� g deferment) ; B. the sale, transfer or subdivision of all or any part of the property; C. the loss of homestead status on the property; D. the determination by the City Council for any reason that there would be no hardship to require immediate, complete or partial payment; E. Notwithstanding any provision herein contained restricting hardship, the City Council may consider exceptional and unusual circumstances pertaining to an applicant not covered under the standards and guidelines herein set forth. However, any determination shall be made in a nondiscriminatory manner and shall not give the applicant an unreasonable preference or advantage over other applicants. 5. As to all assessments so deferred under the terms of this Resolution, the City of Lake St. Croix Beach hereby determines that the deferred assessment with interest when paid, shall under no circumstances be collected in an amount greater than would have been collected had the assessment not been deferred and paid when due, assuming payment on an annual basis over the entire term of the assessment. 6. The City Council shall annually review all deferments previously made pursuant to the standards and guidelines set forth herein. Passed by the City Council for the City of Lake St. Croix Beach this day of , 1991. BY ORDER OF THE CITY COUNCIL John Jansen, Mayor Attest: Linda O'Donnell City Clerk 3 1 ti ATTACHMENT A INCOME GUIDELINES 100% of the official poverty level, as defined by the appropriate Federal Department 45 C.F.R. , Section 1611.3, for 1991; this maximum income is: MAXIMUM ELIGIBLE INCOME BEFORE TAXES Annual Family Size Income 1 $ 6,280.00 2 8, 420. 00 3 10,560. 00 4 12,700. 00 5 14,840.00 6 16,980.00 7 19, 120. 00 8 21, 260. 00 For each additional person in the houehold add: $ 3 ,744.00/annually 4 I ' t1;5 RESOLUTION CITY OF OAK PARK HEIGHTS WASHINGTON COUNTY, MINNESOTA A RESOLUTION ESTABLISHING STANDARDS AND GUIDELINES FOR LOW AND MODERATE INCOME HARDSHIP QUALIFICATIONS AND ESTABLISHING ELIGIBILITY FOR SPECIAL ASSESSMENT DEFERRAL WHEREAS, the City Council for the City of Oak Park Heights recognizes that circumstances may occur for homeowners within the City of Oak Park Heights whereby they may experience a reduction of family income or otherwise have income at a low level which imposes a financial hardship upon the family to be making payments on special assessments; and, WHEREAS, the City Council desires to adopt this Resolution establishing standards and guidelines for determining the existence of a financial hardship for eligibility for consideration on matters effecting deferment of special assessments . NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL FOR THE CITY OF OAK PARK HEIGHTS, WASHINGTON COUNTY, MINNESOTA: That the following standards and guidelines for determining the existence of a financial hardship qualifying residence for consideration and deferment of special assessments are hereby established: 1 . Persons seeking deferment of a special assessment imposed by the City shall have the following qualifications : A. Be the record owner of the property proposed to be assessed, which property shall be the homestead of the applicant (for the purposes of application of this paragraph, an individual or individuals who possess a life estate over property which they have qualified as their homestead shall be treated as if they were the record owners of the property proposed to be assessed) and; B. The total amount of any assessment proposed to be deferred under the terms hereof must be in excess of the sum of $1, 000 . 00; C. The average annual payment for all assessments to the homestead must exceed 1% of the adjusted gross annual income of the applicant . D. The total assets of the applicant must not exceed the sum of $50, 000 . 00 excluding the value of the homestead. r E. The annual household income of the applicant and the applicant' s spouse and/or other adult members of the household, shall not exceed that which is set forth on Attachment A within the calendar year during which the assessment is being deferred. 2 . A person seeking a deferment of assessments shall make application to the City annually on forms prescribed by the City Administrator together with such other information as required by the City. The application shall be dated and shall contain a certification by the applicant of the information therein or made a part thereof as true and correct . The application shall contain a financial statement in a form customarily used by a lending institution and shall contain a copy of the previous year' s Minnesota income tax return if one was prepared or submitted to the state . 3 . Simple interest shall accrue on an assessment deferred by the Council until the same is paid in full, the rate of interest to be that rate of interest as applied to the assessment as levied. 4 . The option to defer the payment of special assessments shall terminate and all amounts accumulated plus applicable interest shall become due and payable upon the occurrence of any one of the following events : A. the death of the applicant when there is no spouse who is eligible for deferment; B. the sale, transfer or subdivision of all or any part of the property; C. the loss of homestead status on the property; D. the determination by the City Council for any reason that there would be no hardship to require immediate, complete or partial payment; E. notwithstanding any provision herein contained restricting hardship, the City Council may consider exceptional and unusual circumstances pertaining to an applicant not covered under the standards and guidelines herein set forth. However, any determination shall be made a nondiscriminatory manner and shall not give the applicant an unreasonable preference or advantage over other applicants . 5 . As to all assessments so deferred under the terms of this Resolution, the City of Oak Park Heights hereby determines that the deferred assessment with interest when paid, shall under no circumstances be collected in an amount greater than would have been collected had the assessment not been deferred and paid when due, assuming payment on an annual basis over the entire term of the assessment. 6 . The City Council shall annually review all deferments previously made pursuant to the standards and guidelines set forth herein. Passed by the City Council for the City of Oak Park Heights this day of , 1995 . BY ORDER OF THE CITY COUNCIL Barbara H. O'Neal Mayor Attest : Michael J. Robertson City Administrator INCOME GUIDELINES 100% of the official poverty level, as defined by the appropriate Federal Department 45 C.F.R. , Section 1611 . 3 , for 1994; this maximum income is : FAMILY SIZE 100% 1 $ 9, 200 .00 2 12, 300 . 00 3 15,400 .00 4 18, 500 . 00 5 21, 600 . 00 6 24, 700 .00 7 27, 800 . 00 8 30, 900 .00 For each additional person in the household add: , $ 3, 100 . 00/annually , ; 1 00 � 1 ( i4 .� rwc.eef , 3 LAW OFFICES OF ECKBERG, LAMMERS, BRIGGS, WOLFF & VIERLING, P.L.L.P. 1835 NORTHWESTERN AVENUE STILLWATER, MINNESOTA 55082 LYLE J. ECKBERG (612) 439-2878 JAMES F. LAMMERS FAX(612) 439-2923 ROBERT G. BRIGGS PAUL A. WOLFF MARK J.VIERLING GREGORY G. GALLER KEVIN K. SHOEBERG THOMAS J. WEIDNER SUSAN D. OLSON October 6 , 1995 THE HONORABLE BARBARA H O'NEAL MR MARK SWENSON MAYOR OF CITY OF OAK PARK HTS 14846 UPPER 55TH ST 5495 OAK GREEN PLACE NORTH OAK PARK HTS MN 55082 OAK PARK HTS MN 55082 MR DAVID SCHAAF /CIS JANET ROBERT 6201 ST CROIX TRAIL N #121 / 6216 N LOOKOUT TRAIL OAK PARK HTS MN 55082 OAK PARK HTS MN 55082 MR DEAN KERN SR 5885 OLDFIELD AVENUE NORTH OAK PARK HTS MN 55082 RE: Deferment of Senior Citizen' s Assessments Adopting a Resolution Establishing Appropriate Standards and Guidelines for Deferment Dear Mayor and Council : Enclosed you will find a copy of a Resolution that I have prepared in draft form for your review dealing with the issue of deferment of special assessments for senior citizens. I have ill reviewed the Resolutions on this topic that we have previously provided you in addition by those secured by Ms . Robert from the City of Stillwater in addition to several others that I have on hand from other communities . It is my opinion that it is in the City' s interest as well as that of the resident' s who would apply into this program to stringently comply with the statute so as to provide clear and established guidelines for qualifications on the assessment . The Ordinance that I have reviewed from the City of Stillwater does not, in my opinion, contain the guidelines and standards which would enable an individual to immediately assess whether or not they comply and/or are eligible for deferral purposes . The deferment will, in large measure, be treated administratively and will be within a review process on an annual basis and it is imperative for staff purposes that the qualifications and standards be. set forth in the Resolution and clearly expressed. I f R ` MAYOR and COUNCIL Page Two October 6, 1995 The qualifications for eligibility are fundamentally listed in paragraph 1, sub-paragraphs a-e of the Resolution. The Council may, of course, decide to alter or amend any one or all of those criteria as there is no statutory mandate which establishes criteria that you must adopt . The criteria that is set forth within paragraph 1 is generally that which has been seen throughout the metropolitan community in terms of the types of qualifications that they generally desire to have the applicants demonstrate . I have also attached a listing of several different types of economic standards which is to be attached to the final resolution by way of attachment . In addition to the several variations of the federal poverty level standards, I have also attached Councilperson Robert' s copy of the 1995 Met Council Housing Program Income Limits . If the Council were to seriously review the Met Council Housing Program Income Limits for purposes of adoption, I would suggest that only the family size and per year columns of that table be adopted within any resolution. Almost, without exception, it is the aspect of annual income that the communities have focused on for purposes of establishing a financial income standard for these types of resolutions . Adopting standards based upon hourly pay or monthly pay, may or not bear any relationship to what the individual earns or yields on an annual basis . Also, inasmuch as this resolution is being adapted to senior citizen eligibility, the aspect of employment income, based on per hour income, is demonstrated within that attachment, really has no application. Although there is no statute which specifically provides for it, the Council does, in my opinion have the opportunity to adopt such a resolution for non-senior citizens, if it wishes to do so in the community. The same resolution would be in appropriate format as to the criteria (excepting age that would -ve to be addressed in such a resolution dealing with that cla- .f people as well) . If any of you have any questions, • - =se feel free to contact me directly. Yours / -ry truly, Mar J. Vierling MJV/smp Enclosures ' t RESOLUTION CITY OF OAK PARK HEIGHTS WASHINGTON COUNTY, MINNESOTA A RESOLUTION ESTABLISHING STANDARDS AND GUIDELINES FOR SENIOR CITIZENS OR RETIRED AND DISABLED PERSONS HARDSHIP FOR SPECIAL ASSESSMENT DEFERRAL WHEREAS, Minnesota Statute Chapter 435 . 193 provides that a statutory city making a special assessment may in its discretion defer the payment of that assessment for any homestead property owned by a person 65 years of age or older, or retired by virtue of a permanent and total disability for whom it would be a hardship to make the payments; and, WHEREAS, said statute further provides that a statutory city shall adopt an ordinance or resolution establishing standards and guidelines for determining the existence of a hardship for determining the existence of a disability. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL FOR THE CITY OF OAK PARK HEIGHTS, WASHINGTON COUNTY, MINNESOTA: That the following standards and guidelines for determining the existence of a hardship and for determining the existence of a disability are hereby established: 1. Persons seeking deferment of a special assessment imposed by the City shall have the following qualifications: A. Be the record owner of the property proposed to be assessed, which property shall be the homestead of the applicant (for the purposes of application of this paragraph, an individual or individuals who posses a life estate over property which they have qualified as their homestead shall be treated as if they were the record owners of the property proposed to be assessed) and; B. Be 65 years of age or older or be retired by virtue of or demonstrate total disability based upon the following guidelines : 1 . total and permanent loss of sight in both eyes; 2 . loss of both arms at the shoulder; 3 . loss of both legs so close to the hips that no artificial members can be used; s A 4 . complete and permanent paralysis; 5 . total and permanent loss of mental faculties; or 6 . any other injury which totally incapacitates the applicant from working at an occupation which brings him an income; C. Further, the total amount of any assessment proposed to be deferred under the terms hereof must exceed the sum of $1, 000 . 00 . D. The average annual payment for all assessments to the homestead must exceed 1% of the adjusted gross annual income of the applicant . E. The total assets of the applicant must not exceed the sum of $50, 000 . 00 excluding the value of the homestead. F. The annual household income of the applicant and the applicant' s spouse, if any, shall not exceed that which is set forth on Attachment A within the calendar year during which the assessment is being deferred. 2 . A person seeking a deferment of assessments shall make application to the City on forms prescribed by the City Administrator together with other information as required by the City. The application shall be dated and shall contain a certification by the applicant of the information therein or made a part thereof as true and correct. The application shall contain a financial statement in a form customarily used by a lending institution and shall contain a copy of the previous year' s Minnesota income tax return if one was prepared or submitted to the state. 3 . Simple interest shall accrue on an assessment deferred by the Council until the same is paid in full, the rate of interest to be that rate of interest as applied to the assessment as levied. 4 . The option to defer the payment of special assessments shall terminate and all amounts accumulated plus applicable interest shall become due and payable upon the occurrence of any one of the following events : A. the death of the applicant when there is no spouse who is eligible for deferment (or, in the case of those individuals having a life estate over 2 property which they have claimed homestead, the death of the life tenant when there is no surviving spouse who is also named as a life tenant within the deed of conveyance creating the life tenancy, who is also eligible for the deferment) ; B. the sale, transfer or subdivision of all or any part of the property; C. the loss of homestead status on the property; D. the determination by the City Council for any reason that there would be no hardship to require immediate, complete or partial payment; E. Notwithstanding any provision herein contained restricting hardship, the City Council may consider exceptional and unusual circumstances pertaining to an applicant not covered under the standards and guidelines herein set forth. However, any determination shall be made a nondiscriminatory manner and shall not give the applicant an unreasonable preference or advantage over other applicants. 5 . As to all assessments so deferred under the terms of this Resolution, the City of Oak Park Heights hereby determines that the deferred assessment with interest when paid, shall under no circumstances be collected in an amount greater than would have been collected had the assessment not been deferred and paid when due, assuming payment on an annual basis over the entire term of the assessment . 6 . The City Council shall annually review all deferments previously made pursuant to the standards and guidelines set forth herein. Passed by the City Council for the City of Oak Park Heights this day of , 1995 . BY ORDER OF THE CITY COUNCIL Barbara H. O'Neal Mayor Attest : Michael J. Robertson City Administrator 3 s INCOME GUIDELINES 100%, 150% and 200% of the official poverty level, as defined by the appropriate Federal Department 45 C.F.R. , Section 1611.3 for 1994 ; this maximum income 15 : /69Zaintio, ,4 -i°2, rye FAMILY SIZE 100% 150% 200% ems. 1710& 0 /$ 9, 200 .00 $13, 800 .00 $18, 40b. 00 2 12,300 . 00 18,450 . 00 24,600 . 00 3 15,400 . 00 23 , 100 . 00 30, 800 .00 4 18,500 . 00 27, 750 . 00 37, 000 .00 5 21, 600 . 00 32,400 . 00 43, 200 . 00 6 24, 700 . 00 37, 050 . 00 49, 400 . 00 7 27, 800 . 00 41, 700 . 00 55, 600 . 00 8 '\ 30,900.00 46, 350 . 00 61, 800 .00 For each additional person in the household add: �0 b� $ 3, 100 . 00/annually !L -4, j e it 1995 MET COUNCIL HOUSING PROGRAM INCOME LIMITS FAMILY SIZE PER YEAR 1 $ 17, 350 . 00 2 19, 850 . 00 3 22, 300 .00 4 24, 800 . 00 5 26.800 . 00 6 28, 750. 00 7 30, 750.00 8 32, 750 .00 Enclosure 4 ve S t/ (/1 ( �rU VetAl L RESOLUTION 1. /L) OA"1/- r, • J CITY OF OAK PARK HEIGHTS ` { ('' WASHINGTON COUNTY, MINNESOTA A RESOLUTION ESTABLISHING STANDARDS AND GUIDELINES FOR SENIOR CITIZENS OR 0 ' RETIRED AND DISABLED PERSONS HARDSHIP FOR SPECIAL ASSESSMENT DEFERRAL WHEREAS, Minnesota Statute Chapter 435 . 193 provides that a statutory city making a special assessment may in its discretion defer the payment of that assessment for any homestead property owned by a person 65 years of age or older, or retired by virtue of a permanent and total disability for whom it would be a hardship to make the payments ; and, WHEREAS, said statute further provides that a statutory city shall adopt an ordinance or resolution establishing standards and guidelines for determining the existence of a hardship for determining the existence of a disability. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL FOR THE CITY OF OAK PARK HEIGHTS, WASHINGTON COUNTY, MINNESOTA: That the following standards and guidelines for determining the existence of a hardship and for determining the existence of a disability are hereby established: 1 . Persons seeking deferment of a special assessment imposed by the City shall have the following qualifications : A. Be the record owner of the property proposed to be assessed, which property shall be the homestead of the applicant (for the purposes of application of this paragraph, an individual or individuals who posses a life estate over property which they have qualified as their homestead shall be treated as if they were the record owners of the property proposed to be assessed) and; B. Be 65 years of age or older or be retired by virtue of or demonstrate total disability based upon the following guidelines : 1 . total and permanent loss of sight in both eyes; 2 . loss of both arms at the shoulder; 3 . loss of both legs so close to the hips that no artificial members can be used; 4 . complete and permanent paralysis; 5 . total and permanent loss of mental faculties; or 6 . any other injury which totally incapacitates the applicant from working at an occupation which brings him an income; C. Further, the total amount of any assessment proposed to be deferred under the terms hereof must exceed the sum of $1, 000 . 00 . D. The average annual payment for all assessments to the homestead must exceed 196- of the adjusted gross annual income of the applicant . E. The total assets of the applicant must not exceed the sum of $50, 000 . 00 excluding the value of the homestead. F. The annual household income of the applicant and the applicant' s spouse, if any, shall not exceed that which is set for n Attachment A within the calendar year ur�which the assessment is being deferred. 2. A person seeking a deferment of assessments shall make applicatlon to the City on forms prescribed by the City Administrator together with other information as required by the City. The application shall be dated and shall contain a certification by the applicant of the information therein or made a part thereof as true and correct . The application shall contain a financial statement in a form customarily used by a lending institution and shall contain a copy of the previous year' s Minnesota income tax return if one was prepared or submitted to the state . 3 . Simple interest shall accrue on an assessment deferred by the Council until the same is paid in full, the rate of interest to be that rate of interest as applied to the assessment as levied. 4 . The option to defer the payment of special assessments shall terminate and all amounts accumulated plus applicable interest shall become due and payable upon the occurrence of any one of the following events : A. the death of the applicant when there is no spouse who is eligible for deferment (or, in the case of those individuals having a life estate over 2 property which they have claimed homestead, the death of the life tenant when there is no surviving spouse who is also named as a life tenant within the deed of conveyance creating the life tenancy, who is also eligible for the deferment) ; B . the sale, transfer or subdivision of all or any part of the property; C. the loss of homestead status on the property; D. the determination by the City Council for any reason that there would be no hardship to require immediate, complete or partial payment; E. Notwithstanding any provision herein contained restricting hardship, the City Council may consider exceptional and unusual circumstances pertaining to an applicant not covered under the standards and guidelines herein set- forth. However, any determination shall be made a nondiscriminatory manner and shall not give the applicant an unreasonable preference or advantage over other applicants . 5 . As to all assessments so deferred under the terms of this Resolution, the City of Oak Park Heights hereby determines that the deferred assessment with interest when paid, shall under no circumstances be collected in an amount greater than would have been collected had the assessment not been deferred and paid when due, assuming payment on an annual basis over the entire term of the assessment . 6 . The City Council shall annually review all deferments previously made pursuant to the standards and guidelines set forth herein. Passed by the City. 0 uncil for the City of Oak Park Heights this p4J.1 day of 0(51..d b-- - , 1995 . • BY ORDER OF THE COUNCIL Gt.t.4-- Barbara H. O'Neal Mayor Attest : / Mic ae J. "obertson City Administrator 3 4 INCOME GUIDELINES 100% of the official poverty level, as defined by the appropriate Federal Department 45 C.F.R. , Section 1611.3, for 1994; this maximum income is : FAMILY SIZE 100% 1 $ 9, 200 . 00 2 12, 300 . 00 3 15, 400 . 00 4 18 ,.500 . 00 5 21, 600 . 00 6 24, 700 . 00 7 27, 800 .00 8 30, 900 . 00 For each additional person in the household add: $ 3 , 100 . 00/annually CITY OF f-1 OAK PARK HEIGHTS . '" 14168 N. 57th Street• Box 2007•Oak Park Heights,MN 55082 Phone: (612) 439-4439•FAX 439-0574 June 25, 1996 Kris Gulsvig 14545 55th Street North Oak Park Heights, MN 55082 Re: Low Income Assessment Deferral Dear Ms . Gulsvig: I have enclosed an application for you to fill out if you wish to apply for an assessment deferral based on low income hardship. I have also enclosed a copy of City Resolution 95-10-44 , which lists the guidelines for eligibility for special assessment deferral . Please fill out the areas marked with an "X" on the first page of the application. In addition, please also enclose a letter with the following information; 1) The number of people in your household. 2) Your 1995 adjusted gross income (please enclose a copy of your 1995 Minnesota income tax return) . 3) Copies of your latest checking and savings account statements from your bank. 4) A statement from you that all of the information you have submitted is true. Please give me a call if you have any questions . Sincerely, Michael Robertson City Administrator cc: City Council Tree City U.S.A. ifi 46 APPLICATION AND AUTHORIZATION FOR DELAYED PAYMENT OF TAX FOR SPECIAL ASSESSMENTS ON A HOMESTEAD PROPERTY OWNED BY A PERSON WITH A PERMANENT AND TOTAL DISABILITY M.S. 435.193 STATE OF MINNESOTA ) County of t 5 i'v1r�•`� rt ) Date 19 To: Auditor of tf/c(5il i v1c CN CC*!-/ County,Minnesota. I,the undersigned,declare under penalties of perjury: That I am retired by virtue of a permanant and total disability and it would be a hardship to make the payments. That my age is and my date of birth is >.That I reside at ;k XThat I am the legal owner of the property described as: That my interest in the ownership of the above described property was aquired on \\ 19 and is as follows: 1 Solo Ownership(enter"yes",if applicable) 2.Joint tenancy,held with 3. Other undivided interest(Specify) That on January 2, 19 or June 1,19 I owned and occupied the above property as my homestead and such occupancy began on 19 That the taxes for improvements on the special assessments duly adopted in ordinance by the C/)X q, Cc,vncG j of ©ef je jc,fk'J/e,1fAs as of OC1016er 30 19 which have been allocated against the subject property would create undue personal hardship on my behalf and I respectfully request that payment be delayed and that such taxes be so deferred for the years" I9 to i9 I9 Signed (Owner) I, /ijr 1e ey; ,Clerk of the C1 7(y of C�li<Ieirx in !/i/Gl�idii'i,'/ /v' County,State of Minnesota,do hereby certify that the application of 1:05 above named,has been duly reviewed and that in accordance with the minutes of official record in said chambers was duly APPROVED or DENIED as of 19 That in accordance with approval granted,that the taxes on the affiants subject property levied for annual collection in the amount of$ for the year(s) should be so deferred with interest at the annual rate of %,until such time as it is deemed the applicant no longer qualifies or the property loses its eligibility. Dated 19 (Clerk or Authorized Deputy) • Form*1718 Commissioner of Revenue MALOTUS\123RAFORMSWEIAYASM.WK3 1* , A , OFFICE OF COUNTY RECORDER ) STATE OF MINNESOTA ) County of ) I hereby certify that the within Authorization was filed in this office for record on the day of A.D.19 at o'clock M.,and that the delayed payments in the amount of$ for each of the years 19 to 19 ,subject to annual rates of interest fixed at %was duly recorded in Book ,on Page (Recorder) By Deputy AUDITORS' ORDER AND/OR NOTICE OF TERMINATION ON DEFERRED TAX FOR PERSON WITH PERMANENT AND TOTAL DISABILITY I certify that I have reviewed the application of herein named,that it has been duly approved and that taxes levied for special assessments under the subject ordinance have been officially deferred in the amount of$ for each of the following year(s) subject to annual fixed interest at %as recorded in Book Page of the records in the County Recorders office in the County,and it is so ordered. Date of Approval • 19 (County Auditor) OR The above order terminated this day of Y 19 Reason(s): (County Auditor) • , How to apply for... / 993/ The Special Homestead Property Tax Classification If you are permanently and totally disabled, you 2 Anyone -- veteran or non-veteran -- can qualify may be able to have your homestead -- or a por- if he or she is totally and permanently disabled tion of it -- taxed at a lower property tax rate. To and meets both of these two requirements: get the lower property tax rate, you must apply for the special homestead classification. • you received income in 1991 in the form of disability payments from one or more of these To get the classification for your homestead, you agencies: must meet certain disability and income require- - Social Security ments. If your homestead receives the classifica - Railroad retirement tion, you will pay less property taxes than if it has - Veterans Administration the regular homestead classification. - Workers Compensation - PERA, TRA, SERA You may apply for the special classification for - a Minnesota Jocal government your homestead by filling out form PE-12. - any state or county public assistance (welfare) agency - any agency of the federal government or the Two ways you can qualify for the federal civil service special homestead classification and you either • received 90 percent of your income for all of 1993 in the form•of disability payments from 1 You qualify if you are a veteran who has re- one or more of the above agencies (not in- ceived a grant from the Veterans Administration cluding income of other household members) (VA) for a specially-adapted housing unit. or If you meet this qualification, just: • received at least some income in the form of • fill out the heading on form PE-12, disability payments from one of the above g agencies, and the total income for 1993 for • check the first box below the heading to show you and all other members of your household that you have received the special housing was no more than 50% above federal govern- grant, and ment poverty level for your family size for 1993. • attach a cagy of the VA letter approving the If you are applying for the classification for the first grant for your specially-adapted housing. time, you must fill out form PE-12 and attach a copy of a letter from one of the above agencies 1 If you have not received a grant from the VA for a stating that you are totally and permanently specially-adapted housing unit but you are eligi- disabled. ble to receive such a grant, you also qualify for the special homestead classification. If you do not have such a letter, you should get one from one agency from which you receive To show that you qualify, you must obtain a letter disability payments. (If you need to contact the from the VA stating that you would be eligible to Social Security Administration, you can call toll receive such a grant if you would apply. Be sure free 1-800-772-1213.) to attach this letter.to your application. You must apply to renew your special homestead If you have received such a grant, or if you are eli- classification each year. An application form will gible to receive such a grant, but you do not have automatically be mailed to you each year. You a copy of the letter approving the grant or show- must fill it out and return it each year -- but you ing your eligibility for it, telephone the VA will not have to provide a letter from the agency Minnesota office at 612-726-1454. from which you receive your disability payments. Pte,..: -- - 1 Only a portion of your home may When you will be notified of your . receive the special homestead eligibility classification If this is your first application,within four to six The special homestead classification applies only weeks after receiving your application the De- to the portion of the home which is owned by the partment of Revenue will mail-you a letter telling totally and permanently disabled person. This you whether or not your application has been ap- means that the portion of your home on which proved. If your application is approved,the De- you will pay lower property taxes is the portion , partment will also notify your county assessor who which you own. will, in turn, ensure that your property receives the special homestead classification. Deadline for filing If this is an application for renewal of the classifica- . tion, the Department will send you a letter only if Your application for the special homestead classi- the Department determines that you are not eli- fication must be postmarked or delivered in per- gible to have your special homestead classification son to the Department of Revenue no later than renewed. r 30 days after you receive your application. In order for you to receive the special homestead Privacy of information on your classification for property taxes you will pay in application 1995, the Department of Revenue must receive your application and notify your county of the All information on your application is private and Department's approval of your application before cannot be given to others without your consent. your county determines homeowners' property tax bills for 1993 The information you fill in on your application will be used by the Department of Revenue to deter- If you mail your application after the deadline, it mine if you are eligible for your homestead to re= may be too late -- depending on when your ceive the special homestead classification. If the county determines homeowners' property tax letter which you attach to your application to bills -- for your property to receive the special show that you are permanently and totally dis- classification for the property taxes you will pay in abled is from the Social Security Administration, 199 6. If it is too late, the Department will mail it is not necessary to fill in your date of birth on you a new application in January of the following the application form. Except for your telephone year which you should submit by March 15 of that number, all other information requested on this year. form is required. Your telephone number is • requested so that the Department can contact you in case there is a question about your Where to send your application application. Mail your application for the special homestead classification in the pre-addressed envelope in- cluded with this application. If you do not have a pre-addressed envelope, mail your application to: Minnesota Department of Revenue, Local Gov- ernment Services, Mail Station 5555, St. Paul, MN 55146-5555. MINNESOTA Department of Revenue 1995 Special Homestead Classification PE-12 for homesteads are of persons n o s who a e permanently and totally disabled Applicant's last name, first, middle initial Social Security number Date of birth Spouse's last name, first, middle initial Social Security number Date of birth Address(street,apartment number) City State Zip code County Check this box if your property is a mobile home ❑ Property ID number or plat and parcel number(from your property tax statement) Number of persons now living in this home If an owner, I have lived in this property since I have owned this property since month: year: month: year: If an owner, I own this property together ❑ no one else ❑ my spouse only ❑ my spouse and others with: (check one box only) ❑ one other person (who is not my spouse) ❑ others (not including my spouse) If home is owned by a relative: ❑ This property is owned by my relative. The owner is my(fill in relationship) ❑ I am a veteran who has received —or who is eligible to receive—a grant from the Veterans Administration for a spe- cially-adapted housing unit. (Skip the rest of this form, sign it and attach a copy of the VA letter approving your grant.) ❑ This is my first application for the special homestead classification. (You must attach to this application a letter from one of the government agencies listed on lines 1 through 8 below that states you are totally and permanently disabled.) ❑ This is an application for renewal of the special homestead classification. Ql ❑ Both my spouse and I are permanently and totally disabled. (Your spouse must file a separate Form PE-12. You may include your spouse's form with this form in the same envelope.) Please fill in all disability payments you received in 1994 from government programs (Include your payments only. Do not include any payments received by your spouse.) 1 Total Social Security disability payments you received in 1994 (The amount in box 3 of your Social Security Benefit Statement, Form SSA-1099 for 1994) 1 2 Total Railroad Retirement Board disability payments you received in 1994 2 3 Total veterans disability compensation you received from all sources in 1994, including compensation for conditions not related to combat injuries 3 4 Total workers compensation you received in 1994 . . . 4 5 Total PERA, TRA or SERA disability payments you received in 1994 5 6 Total disability pension from a Minnesota local government you received in 1994 6 7 Total public assistance payments you received in 1994 from any state or county for a disability 7 8 Total disability payments you received in 1994 from a federal agency or from the federal civil service 8 9 Add lines 1 through 8 and fill in the total here. Also, fill in this amount on line 15 on the back 9 Please turn to the other side and fill out the rest of this form. Stock No.6095440 Printed on recycled paper with 10%post-consumer waste using soy-based ink. Fill in all other income you received in 1994. Include your income only. Do not include any income received by your spouse or any other person living in the house, including your spouse and dependents. 10 Total wages and salary received in 1994 10 11 Total interest and dividends received in 1994 (If a joint account, list applicant's share only.) 11 12 Total disability payments received in 1994 from a private pension plan or insurance . . . 12 13 All other income received in 1994 (Do not include any amount listed on the front of this form.) 13 14 Add lines 10 through 13 and fill in the total here 14 15 Fill in here the amount you listed on line 9 on the front of this form 15 16 Add lines 14 and 15 16 Please fill in all income received by all other persons living in your household in 1994, including your spouse and dependents, if any . 17 Total wages and salary received by all other persons living in your household in 1994 (Do not include Social Security payments.) 17 18 Total interest and dividends received by all other persons living in your household in 1994 (If married, include only your spouse's share from jointly held accounts and stocks.) . . . 18 19 Total pension payments received by all other persons living in your household in 1994 (Do not include Social Security payments.) 19 20 Total payments received from insurance plans and annuities in 1994 by all other persons living in your household 20 21 Total received from Social Security by all other persons living in your household in 1994 (Include any Social Security payments your spouse received for dependents.) 21 22 All other income received by all other persons living in your household in 1994 22 23 Add lines 17 through 22 and fill in the total here 23 I declare that all information filled in on this form is true,correct and complete to the best of my knowledge and belief. Signature of disabled person Signature of spouse Date Daytime phone number 1 Paid preparer's signature Minnesota tax ID or Social Security number Eligibility for the special homestead classification will be determined by the Minnesota Department of Revenue. You will be notified of the decision four to six weeks after your application is received. Mail your completed form in the envelope provided no later than March 15, or 30 days after you receive this application, whichever is later. If you did not receive a pre-addressed envelope, send your application to: Minnesota Department of Revenue Property Tax Division Mail Station 3340 St. Paul,MN 55146-3340 . If you have any questions regarding this application, you may call(612)296-0204 or toll-free 1-800-657-3831. TDD users may contact the department directly at(612)282-2095 or through Minnesota Relay Service at 1-800-627-3529;ask for(612)296-0204. Information will be made available in an alternative format upon request(such as Braille, large print or audiotape). 1995 applications will not be accepted after December 1, 1995.