Mclellan.pdf
Thomas G McLellan, Petitioner V Township Of Bath, Respondent · 24-003531-TT
Text extracted from the reviewed PDF, organized by page. OCR and reading order may contain errors; confirm details in the PDF below.
Page 1
RECEIVED
JUN 18 2024 a
STATE
OF MICHIGAN
MICHIGAN TAX TRIBUNAL
GRETCHEN WHITMER
DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS
MARLON I. BROWN, DPA
GOVERNOR
DIRECTOR
PROPERTY TAX APPEAL PETITION FORM
VALUATION / EXEMPTION / CLASSIFICATION APPEAL
Do not use this form to appeal Principal Residence Exemption, Qualified Agricultural Exemption, Special Assessment, or
Non-Property tax disputes.
=
Pursuant to Michigan Tax Tribunal Rule (TTR) 277(3), you MUST submit a copy of the notice giving rise to the appeal
(e.g. Board of Review Decision or Notice of Uncapping) with this Small Claims Petition, if applicable. If you do not
submit this document, you may be held in default.
Section 1: Petitioner's Contact information
First Ni
ML
Last Name/Company Name
hogqas
&
Me
ls Lean
Mailing Address (No, Street, P.O. Box or Rural Route)
wl 30
Yeathficld De.
City or Town
State
ZIP Code
| Eps?
LARDINYG
MJ)
L§85 3
Telephone Number
Fax Number
S\I-~ 3% -2349
E-mail Address (do not enter unless you want MTT to send all correspondence via e-mail)
Section 2: Petitioner's Attorney/Authorized Representative’s Contact Information
First Name
ML
Last Name
Firm Name (if any)
Address (No., Street, P.O. Box or Rural Route)
City or Town
State
ZIP Code
Telephone Number
Fax Number
E-mail Address (do not enter unless you want MTT to send all correspondence via e-mail)
Section 3: Subject Property Information
How many
If you are appealing more than one parcel, are they contiguous or adjoining?
parcelsare you | [7] yest
[] No*
appealing?
*If yes, use a multiple parcel form for information regarding any contiguous parcels.
{
**If no, you must file separate appeals for eaPage 2
STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS MARLON I. BROWN, DPA GOVERNOR DIRECTOR Section 4: Issues Being Appealed heskall that apply) [J True Cash and Taxable Value [J Poverty Exemption [1 Taxable value Only (calculation) 32 Disabled Veterans Exemption 3 Uncapping of Taxable Value 3 Eligible Manufacturing Personal Property (ESA) [J Exemption from Taxation (other than the denial of a [J Classification Principal Residence or Qualified Agricultural Exemption) Section 5: Explain the Reason for this Appeal All apy ro p Berle Jocuments wae submit - foo ab. ¥ dings ub yg lode ee, UR eer Kes Combecked. = & iio Bo eri] Veseens) E ¥ewptim. SEE ATTAL HET Copies s& Heese, Sows | LOTTIE Explan ows AEE ARCHED a J Section 6: Jurisdictional Issues [ Year(s) you are appealing: Did you protest the assessment at a Board of Review BOR)? I Yes Mine If Yes, check which BOR you attended AND attach the BOR decision: [m] March [mm] July [mm] December If No, check the applicable reason(s). Not required to attend Assessment Change Notice was not received by Petitioner O Appealing a purported Clerical Error or Mutual Mistake of Fact (if yes, include explanation in Section &) Appealing within 35 days of State Tax Commission Order Appealing within 35 days of receipt of Notice of Uncapping
Page 3
STATE OF MICHIGAN
GRETCHEN WHITMER
DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS
MARLON 1. BROWN, DPA
GOVERNOR
DIRECTOR
Section 7: Valuation Information ‘use the multiple parcel form for additional, contiguous parcels.
Parcel Identification Number:
(9-010-Y42}-00D-6|1-0O
Classification of Property:
Real
Personal
(checkone)
(
Agricultural
Commercial
Industrial
Residential
Timber-Cutaver
Developmental
Utility
(check one)
Current Assessed Value (also known as State Equalized Value) as established by the BOR:
#3,7,000
(in 2022. AssessenVhue 31,800
Current Taxable Value as established by the BOR:
#2 0¢, 690
(nt 2022-THYABE vaLEG-
187 444 )
What da yau believe is the fair market value (alsa known as True Cash Value)?
[4
59¢
000. &&
Multiply the True Cash Value by .5 and enter here. This is your contention of Assessed Value.
if you believe the Taxable Value differs from your contention of Assessed Value, enter your contention of Taxable Value,
Section 8: Classification Information “only the Mi Dep't of Treasury may appeal this issue to the Tribunat*
Parcel Identification Number:
d= ©)0~ Y3)~
600 ~0(| — tp
Current Classification of Property as established by Board of Review:
Real
Personal
(check one)
in]
Agricultural
Commercial
Industrial “w
Timber-Cutover
Developmental
Utility
{check one}
What do you believe is the property’s classification?
Real
Personal
(check one)
0
Agricultural
Commercial
lndustrial
Residential
Timber-Cutover
Developmental
Utility
(check ane)
improved property, how is the property currently being used?
Home
if improved property, for what use was the property designed?
PRimpeY ROME
+
BEEN here 2SyearsPage 4
STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS MARLON I. BROWN, DPA GOVERNOR DIRECTOR Fee Information Does the subject property have a Principal Residence Exemption of at least 50% as of the date of the filing of this petition? pd Yes [J no Are you appealing ONLY the denial of a Poverty Exemption or Disabled Veterans Exemption? —— J Yes [no If you answered yes Lo either or both of the above questions, you are not required to pay any filing fees. The filing fee is based on the greater of the State Equalized Value or Taxable Value in contention. If you are appealing more than one parcel, the parcel with the highest State Equalized Value or Taxable Value in contention will be used to determine your filing fee, plus $25.00 will be added for each additional parcel being appealed, not to exceed a total filing fee of $1,000, If your property is residential property (see MCL 205,762) and the State Equalized Value or Taxable Value in contention is: Filing Fae is: $100,000.00 and under $125.00 $100,000.01 to $500,000.00 $200.00 $Over $500,000.00 $300.00 if your property is NOT residential property (see MCL 205.762) and the State Equalized Value or Taxable Value in contention is: Filing Fea is: $100,000.00 and under $250.00 * Plus $25.00 for each additional parcel, as indicated above. if your property is NOTresidential property and the State Equalized Value or Taxable Value in contention is $100,000.01 or greater the appeal does not qualify for Smalt Claims. Therefore, an Entire Tribunal petition must be fited. Signature required Petitioner opAttorney/Authorized es ignature; st om oy Ad ce AeAl gn"
Page 5
bl 30 sold : 2022 PRopu Ca avg RUE LEE Theres O10 — U3[- 9p060-~ »|(- CO SN aw wali Ho hu asl puis >. Dpdanb Tig SACL Troan, Mn) Cromghhon | Quniufr esha hope
Page 6
L do Gort urn wo ABPY 3 Ths VA AHS, abd MM svenber 8,902 Hey ohrgled A Recknen, owe fom # S107 do semptite. Ne alonk. seid oo wold “Thee the Masser, Beth Bote, reed ov ak will, tr Semvidopt- gay Boa Rees 6, 20m ( Let Phe preted it
Page 7
na Fondly 20a nesrtue Hews ye Apid seeped Toll He Vn Libis ard Feu F029 trap
Page 8
q4 & pase a Lott us Bald Sromedip fran, 202Y aE A zo He JRE Sy sie] wwetd He Magiined wh Gu fidtnd oub culo iin fen Cn Bath dromatip Wehiga— go esl Blobel Celireva— Clecming or Nopbtd) [mmr Exemphons Po Popedyterers. § filoeld oud WR nad Foomo end made iF Ho Bok FrownhpP an Marek §, 02Y Grdocked copy) Sliding Ho Vlivans go enplw Wino quan] for he geen 024. He Lending 3 Ve 20%. VA Liles and He Michtgun Grossing gor $107. ST agp Ho 8 we lip pre 42d A ssttate Heo hor onitlod Foro It. Decerteadol
Page 9
S aadaitd mo. Birth, basso ob He BH Mostly vn Febreag R Q0ay bon D Ruski. / Ho ll phones, She antied ne Hoek. onl A wre ev Ike to He Lope Fo Ha 90a ro and Led ve Hai wi amt Praia’ Yoh Lack in December oat. Hed eommunt
Page 10
Shy Hebe Vers adutsed me fo dosboct He ¢ fdr Lowy Dspune, Seve Wiguwaeey SQ cll
Page 11
angen Deparment of Treasury 5107
Jo a
State Tax Commission Affidavit of Disabled Veterans Exemption
- “Cony
Issued under authority of Public Act 161 of 2013, MCL 211.7b. Filing Is mandatory,
INSTRUCTIONS: This form is to be used to apply for an exemption of property taxes under MCL 211.7b, for reat property used and
owned as a homestead by a disabled veteran who was discharged from ihe armed forces of the United States under honorable
conditions or his or her unremarried surviving spouse. The property owner, or his or her legal designee, must annually file the Affidavit
with the supervisor or assessing officer after December 31 and before the Tuesday following the second Monday in December.
OWNER INFORMATION (Enter information for the disabled veteran or unremarried surviving spouse)
Owner's Name
Owner's Telephone Number
MCLELLAN, THOMAS & CLAUDIA
C19 - 996-2369
Owner's Mailing Address
6130 HEATHFIELD DRIVE
City
State
Zip Code
EAST LANSING
Mi
48823
LEGAL DESIGNEE INFORMATION (Complete if applicable)
Legal Designee Name
Daytime Telephone Number
Maifing Address
City
State
Zip Code
HOMESTEAD PROPERTY INFORMATION
(Enter information for the property in which the exemption is being claimed)
City, Township or Village (Check the appropriate box and provide the name)
-
EAs
LANS ag, M1
4Pgns BF 0 oty
[Township
[7]
vitage
County
Name of the Local School District
School District Description
CLINTON
33060
HASLETT PUBLIC SCHO
Parcel Identification Number
Date the Propety was Acquired (MM/DD/YYYY)
010-431-000-011-00
Homestead Property Address
6130 HEATHFIELD DRIVE
City
State
Zip Code
EAST LANSING
mi
48823
ACKNOWLEDGEMENT (Check all boxes that apply)
1am a disabled veteran, or the legal designee of the disabled veteran, who was discharged under honorable conditions from the armed forces of the
x] United States of America with a service connected disability.
Iam the unremarried surviving spouse, or the legal designee of the unremarried surviving spouse, of a disabled veteran who was discharged under
]
honorable conditions from the armed forces of the United States of America with a service connected disability.
= tam a Michigan resident.
{own the property in which the exemption is being claimed end it is used as my homestead, Homestead is generally defined as any dwelling with its land
and buildings where a family makes its home,
AFFIRMATION OF ELIGIBILTIY (Check the appropriate box and provide a copy of the required documentation
The disabled veteran has been determined by the United States Department of Veterans Affairs to be permanently and totally disabled as a result of
dd military service and entitled to veterans benefits at the 100% rate {must attach a.copy of the latter from the U.S. Department of Veterans Affairs).
from the U.S, Department of Veterans Affairs).
7
The disabled veteran Is receiving or has received pecuniary assistance due to disability for specially adapted housing (must attach a copy of the certificatePage 12
Department of \ Veterans Affairs PO BOX Prk November 8, 2021 JANESVILLE WI 53547-4444 RECEIVED Veteran’s Name: Mclellan, Thomas, G DEC 03 2021 # 000082365 1=0000 RL PEEL IR TU FY CT PTR FTL TULL TY TR RU ELE BATH CHARTER TOWNSHIP 82365 1 AV 0.423 3it THOMAS G MCLELLAN 6130 HEATHFIELD DR - E LANSING MI 48823 This letter is a summary of benefits you currently receive from the Department of Veterans Affairs (VA). We are providing this letter to disabled Veterans to use in applying for benefits such as housing entitlements, free or reduced state park annual memberships, state or local property or vehicle tax relief, civil service preference, or any other program or entitlement in which verification of VA benefits is required. Please safeguard this important document. This letter replaces VA Form 20-5455, and is considered an official record of your VA entitlement. --America is Grateful to You for Your Service-- Our records contain the following information: Personal Claim Information: Your VA claim number is: 25 127 717 You are the Veteran Military Information: Your character(s) of discharge and service date(s) include: Army, Honorable, 05-Oct-1967 - 30-Oct-1969 (You may have additional periods of service not listed above) VA Benefits Information: Service-connected disability: Yes Your combined service-connected evaluation is: 80 PERCENT The effective date of the last change to your current award was: 01-DEC-2020 Your current monthly award amount is: Are you being paid at the 100 percent rate hecause you are unemployable due to your service-connected disabilities: Yes Are you considered to be totally and permanently disabled due to your service-connected disabilities: Yes You should contact your state or local office of Veterans’ affairs for information on any tax, license, or fee-related benefits for which you may be eligible. State offices of Veterans’ affairs are available at I 70 07 58R090-002-0/3932701 0082365 0329453 1=000000
Page 13
CURRENT OWNER: MCLELLAN, CURRENT PROPERTY ADDRESS 6130 HEATHFIELD DRIVE *% 2021 SUMMER HISTORY INFO ** OWNER: MCLELLAN, THOMAS & CLAUDIA THOMAS & CLAUDIA 2021 Summer/Winter BATH CHAR; ax Bill Information R TOWNSHIP ~000-011-00 par ord 4 203 ** 2021 WINTER HISTORY INFO *#* OWNER: MCLELLAN, THOMAS & CLAUDIA TAXABLE: 0 TAXABLE: 0 ASSESSMENT: 0 ASSESSMENT: 0 PRE/MBT %: 100 PRE/MBT %: 100 SCHOOL DIST: 33060 SCHOOL DIST: 33060 TAXING UNIT TAX TAXING UNIT TAX STATE EDUC TAX 0.00 E~911 0.00 CLINTON COUNTY 0.00 CLINTON TRANSIT 0.00 HASLETT SCH DEBT 0.00 BA TWP ALLOC 0.00 HASLETT SCH OPER 0.00 BA TWP FIRE 0.00 HASLETT SCH SINK 0.00 BATH LIBRARY 0.00 IN ISD ALLOC 0.00 HASLETT SCH DEBT 0.00 IN ISD SPEC ED 0.00 HASLETT SCH OPER 0.00 IN ISD VOC ED 0.00 HASLETT SCH SINK 0.00 LCC 0.00 HASL SCH OPER FC 0.00 HASL SCH OPER FC 0.00 WHITEHTLLS WOODS 90.80 ADMIN FEE 0.00 ADMIN FEE 0.00 AMT DUE 0.00 AMT DUE 90.80 INT/PENALTIES 0.00 INT/PENALTIES 0.00 TOTAL DUE 0.00 TOTAL DUE 90.80 TOTAL PAID 0.00 TOTAL PAID 80.80 DATE PAID DATE PAID 02/07/2022 $45 PAID IN FULL *** ¥%%* PAID IN FULL #** Lop 17 82 CURRENT OWNER & ADDRESS INFO oN 0
Page 14
fritter al
THIS
IS NOT A TAX BiLL
2823
4400
Notice of Assessment, Taxable Valuation, and Property Classification
This form is Issued under the authority of P.A. 208 of 1883, Sec. 211.24 (¢) and Sec.211.34¢, a5 amended. This is a mode!
nent natics fo be used by the facal assessor,
FROM BATH CHARTER TOWNSHIP ASSESSOR
PARCEL {DENTIFICATION
14480 WEBSTER RD.
PARCEL CODE NUMBER:
19-010-431-000-011-00
P.O. BOX 247
BATH MI 48808
PROPERTY ADDRESS:
6130 HEATHFIELD DRIVE
EAST LANSING, Ml 48823
PRINCIPAL RESIDENCE EXEMPTION
NAME AND ADDRESS OF OWNER OR PERSON NAMED ON ASSESSMENT ROLL:
MCLELLAN, THOMAS & CLAUDIA
% Exempt As "Homeowners Principal Residence:
100.00%
6130 HEATHFIELD DRIVE
% Exompl As “Qualified rarer Property"
00%
EAST LANSING Mi 48823
% Exempt
As "MBT Industrial Personal”
00%
% Exempt As “MBT Commercial Personal™
00%
Exempt As "Qualified Forest Property™
[mn Yes
([X]
No
Exempt
As "Development Property":
[1 Yes
No
_IACCORDING TO MCL 211.34c THIS PROPERTY
IS CLASSIFIED AS:
401
(RESIDENTIAL-IMPROVED)
PRIOR YEAR'S CLASSIFICATION: 401
(RESIDENTIAL-IMPROVED)
The change in taxable value will increase/decrease your tax bilf for this
PRIOR AMOUNT
CURRENT TENTATIVE
CHANGE FROM
year by approximately:
$7,650
YEAR:
5004
AMOUNT YEAR: 0
PRIOR YEAR TO
1. TAXABLE VALUE (Current amount is tentative):
0
187,466
187,466
2. ASSESSED VALUE:
0
311,800
311,800
bl. TENTATIVE EQUALIZATION FACTOR:
1.000
Commemmsa
ta
4. STATE EQUALIZED VALUE (Current amount is tentative):
0
311,800
311,800
5. There WAS/WAS NOT a transfer of ownership on this property in 2021.
WAS NOT
The 2022 Inflation rate Multiplier is: 1.033
Legal Description:
LOT 11, WHITEHILLS WOODS NORTH BATH TWP SEC 33 T5N R1W (NEW 1997, FROM 033-300-050-00 & 300-145-50 & 032-
400-030-00)
March Board of Review Appeal information:
The Taxable Value, the Assessed Value, the State Equalized Value, the Property Classification, or the Transfer of Ownership may be appealed by filing a protest with the Local
Board of Review. Protests are mads to the Board of Review by completing a Board of Review Petition Form. A Petition Form may be obtained directly from the local unit or fiom
the State Tax Commission's website at www.michigan.govitaxes. Click on the "Property Taxes" box, select "Forms and Instructions,” then click on "Board of Review" to obtain a
“Petition to the Board of Review,” Form B18 {1.-4035),
YOUR ASSESSMENT CHANGED FOR THE FOLLOWING REASON(S):, MARKET ADJUSTMENT
JF YOU BELEIVE THAT THESE VALUES, THE PROFERTY CLASSIFICATION, OR THE INFORMATION ON LINE § [S INCORRECT YOU MAY PROTEST TO THE LOCAL
BOARD OF REVIEW, WHICH WILL MEET ON: MONDAY, MARCH 14TH.-1 PM.TO § PM & 6 PM TO.9 PM AND TUESDAY, MARCH 15TH- 9 AM TO NOON, AND 1 PM TO 4
PM. PLEASE CALL (517) 641-6728 TQ SCHEDULE AN APPOINTMENT. YOU MAY ALSO PROTEST BY LETTER. LETTER APPEALS MUST BE RECEIVED BY 1 PM
MARCH 15TH
NOT LESS THAN 14 DAYS before the meeting of the Board of Review, the assessment notice shall be mailed to the property owner.
Properly taxes were calculated on the Taxable Value (see fine 1 above).
The Taxable Value number entered in the "Change from Prior Year to Current Year" column, does not indicate a
change in your taxes. This number indicates the change in Taxable Value
State Equalized Value is the Assessed Value multiplied by the Equalized Factor, if any. Stete Equalized Value must appoximate 50% of the market value.
IF THERE WAS A TRANSFER OF OWNERSHIP on your property in 2021, your 2022 Taxable Value will be the same as your 2022 State Equalized Value.Page 15
Michigan Department of Treasury 5107
Rada Saw.3,2023
«
(12:13)
State Tax Commission Affidavit of Disabled Veterans Exemption:
Cee of
Issued under authority of Public Act 161 of 2013, MCL 211.7b. Filing is mandatory.
Twp
INSTRUCTIONS: This form is fo be used to apply for an exemption of property taxes under MCL 211.70, for real property used and
s tAmd
owned as a homestead by & disabled veteran who was discharged from the armed forces of the United States under honorable
conditions of his or her unremarried surviving spouse. The property owner, oF his or her legal designee, must annually file the Affidavit
with the supervisor or assessing officer after December 31 and before the Tuesday following the second Maonday-in: December:
i”
OWNER INFORMATION (Enter information for the disabled veteran or unremarried surviving spouse)
Owner's Telephone Number
Sh 896-2369
Owner's Name
MCLELLAN, THOMAS & CLAUDIA
Owners Mailing Address
6130 HEATHFIELD DRIVE
City
Slate
Zip Code
EAST LANSING
Mi
48823
LEGAL DESIGNEE INFORMATION (Complete if applicable)
Legal Designee Name
Daytime Telephone Number
Mailing Address
City
State
Zip Code
HOMESTEAD PROPERTY INFORMATION
(Enter information for the property in which the exemption is being claimed)
City, Township or Village {Check the appropriate box and provide the name)
Ces
pons 70a, Wi UZ
R Are [ow
RY townsnip
[|
vitage
County
Name of the Local School District
Sohoo! District Description
CLINTON
33060
HASLETT PUBLIC SCHO
Farce! Identification Number
Date tie Propety was Acquired (MM/DDIYYYY)
010-431-000-011-00
Homestead Property Address
6130 HEATHFIELD DRIVE
City
:
Blate
Zip Code
EAST LANSING
Mi
48823
ACKNOWLEDGEMENT (Check all boxes that apply)
Tam a disabled veteran, or the legal designee of the disabled veteran, who was discharged under Honorable conditions fom the armed forces of the
KI
United States of America with a service connected disability.
1am the unremarried surviving spouse, of the legal designee of the anremartied surviving spouse, of a disabled veteran who was discharged under
honorable condilions from the armed forces of the United States of America with a service connected disability.
4
+ am a Michigan resident.
{own the property in which the exemption Is being claimed and itis used as my homestead. Homestead is generally defined as any dwelling with its tand
© and buildings whera a family makes its home.
AFFIRMATION OF ELIGIBILTLY (Check the appropriate box and provide a copy of the required documentation
The disabled veleran has been determined by the United States Department of Veterans Affairs to be permanently and totally disabled as a result of
A military service and entitled fo veterans? bengfits at the 100% rate {must aitach a copy of the etter from the U.S. Department of Veterans Affairs).
teran is recelving or has received pecuniary assistance dug
fo disability for specially adapted housing (must attach a copy of the certificatePage 16
Department of Coby Veterans Affairs yi 30-24 PO BOX 4444 November 10, 2022 Veteran's Name: Mclellan, Thomas, G THOMAS G MOLELLAN 6130 HEATHFIELD DR EAST LANSING, MI 48823-0636 We are providing this fetter to disat ns to use in applying for benefits such as housing entitlements, free or reduced state park annual memberships, state or local property or vehicle tax relief, civil service preference; orany other prograny or etttitlethei in whic i] verlfication of VA benefits is vy Land is considered an official record of your VA entitlement. --America is Grateful te You for Your Service-- Personal Claim Information: Your VA claim number is: 25 127 717 Military Informatio Your character(s) of discharge and service date(s) include: va Benefits Information: an Yer ve ur combined service-connected evalomion i BO PERCENT The effective date of the fast change to your current award was: 01-DEC-2021 disabilitic Are you considered to be totally and permanently disabled due to your service-connected disabilities: Yes You should contact your state or local office of Veterans® affairs for information on any tax, Heense, or fee-related benefits for which you may be eligible. State offices of Veterans’ affairs are available at
Page 17
CoPY 1 J bo 03/27/2023 03:17 PM 2023 BOARD OF REVIEW DECISION FROM BATH CHARTER TOWNSHIP ASSESSO 14480 WEBSTER RD. P.O. BOX 247 BATH MI 48508 NAME AND ADDRESS OF OWNER OR PERSON NAMED ON ASSESSMENT ROLL: MCLELLAN, THOMAS & CLAUDIA 6130 HEATHFIELD DRIVE EAST LANSING MI 48823 PROPERTY IDENTIFICATION: (Parcel Code required. Property address and legal description optional ). 19-010-431-000-011-00 6130 HEATHFIELD DRI LOT It, WHITEHILLS WOODS NORTH BATH TWP SEC 33 TSNRIW (NEW 1997, FROM 033-300-050-00 & 300-145-50 & 032-400-030-00) THIS PROPERTY IS CLASSIFIED 401 (RESIDENTIAL-IMPROVED) Thank you for attending this years March Board of Review, The Board has reviewed the information you supplied and the data necessary to compute your assessment and taxable value. The Board has completed their review of parcel number 19-010-431-000-011-00 They have made the following determination based on the informatio Board of Review Comments DISABLED VETERANS EXEMPTION GRANTED n you supplied. [2023 ORIGINAL ASSESSED VALUE 325,700 ] [2023 "BOARD OF REVIEW" ASSESSED VALUE 0 ] (Ifthe above amounts are the same, no revisions have occured) 2023 ORIGINAL TAXABLE VALUE 196,839 2023 "BOARD OF REVIEW" TAXABLE VALUE 0 2023 PRINCIPAL RESIDENCE EXEMPTION/QUALIFIED AG 100.0000 Please feel free to contact the assessor at the address listed above or call if vou have any questions, “Effective March 1, 2013, the Tribunal is no longer able to accept Small Claims letter appeals. Rather, you are required to file a petition to initiate a new Small Claims appeal. Petition forms are available on this website.” http://www. michigan. govitaxtrib/0,4677,7- 187-38254---,00.htm}
Page 18
y TY ro) Lo —- . . 122922 State Tax Commission Affidavit of Disabled Veterans Exemption Ye Issued under authority of Public Act 161 of 2013, MCL 211.7b. Filing is mandatory. Ar ¥ INSTRUCTIONS: This form is to be used to apply for an exemption of property taxes under MCL 211.7b, for real property used and owned as a homestead by a disabled veteran who was discharged from the armed forces of the United States under honorable conditions or his or her unremarried surviving spouse. The property owner, or his or her legal designee, must annually file the Affidavit with the supervisor or assessing officer after December 31 and before the Tuesday following the second Monday in December. FoR_209Y 1AnES OWNER INFORMATION (Enter information for the disabled veteran or unremarried surviving spouse) Owner's Name Owner's Telephone Number MCLELLAN, THOMAS & CLAUDIA S(7- 39%: 236 q Owner's Mailing Address 6130 HEATHFIELD DRIVE City State EAST LANSING MI LEGAL DESIGNEE INFORMATION (Complete if applicable) Legal Designee Name Michigan Department of Treasury 6107 J (12-13) Zip Code 48823 Daytime Telephone Number Mailing Address City Btate Zip Code HOMESTEAD PROPERTY INFORMATION (Enter information for the property in which the exemption is being claimed) City, Township or Village (Check the appropriate box and provide the name) (Cocty fd township [1] village DAR CAMZEL TRSNS HHP County Name of the Local School District School District Description CLINTON 33060 HASLETT PUBLIC SCHO Parcel Identification Number Date the Propety was Acquired (MM/DD/YYYY) 010-431-000-011-00 ] 99 7 Homestead Property Address i 6130 HEATHFIELD DRIVE City Btate Zip Code EAST LANSING MI 48823 ACKNOWLEDGEMENT (Check all boxes that apply) | am a disabled veteran, or the legal designee of the disabled veteran, who was discharged under honorable conditions from the armed forces of the United States of America with a service connected disability. | am the unremarried surviving spouse, or the legal designee of the unremarried surviving spouse, of a disabled veteran who was discharged under honorable conditions from the armed forces of the United States of America with a service connected disability. [] | am a Michigan resident. | own the property in which the exemption is being claimed and itis used as my homestead. Homestead is generally defined as any dwelling with its land [] and buildings where a family makes its home. AFFIRMATION OF ELIGIBILTIY (Check the appropriate box and provide a copy of the required documentation The disabled veteran has been determined by the United States Department of Veterans Affairs to be permanently and totally disabled as a result of I's military service and entitled to veteransi benefits at the 100% rate (must attach a copy of the letter from the U.S. Department of Veterans Affairs). The disabled veteran is receiving or has received pecuniary assistance due to disability for specially adapted housing (must attach a copy of the certificate from the U.S. Department of Veterans Affairs).
Page 19
)y Department of
A® TP
Ei
Veterans Affairs
{2-2% 2
7
2
PO BOX 4444
November 9, 2023
JANESVILLE WI 53547-4444
ak
Ap
Veteran’s Name:
~~ fr Zz
Mclellan, Thomas, G
2398072_225009*******AUTO**5-DIGIT 48823
T748 P13
i
THOMAS G MCLELLAN
6130 HEATHFIELD DR
EAST LANSING, MI 48823-9636
ITLL
ERR
OL |
LY FT Lr
|
DE LL
EE
TE
This letter is a summary of benefits you currently receive from the Department of Veterans Affairs (VA).
We are providing this letter to disabled Veterans to use in applying for benefits such as housing
entitlements, free or reduced state park annual memberships, state or local property or vehicle tax relief,
civil service preference, or-any other program or entitlement in which verification of VA benefits is
required. Please safeguard this important document. This letter replaces VA Form 20-5455, and
i is
considered an official record of your VA entitlement.
--America is Grateful to You for Your Service--
Our records contain the following information:
Personal Claim Information:
Your VA claim number is:
25 127 717
You are the Veteran
Military Information:
Your character(s) of discharge and service date(s) include:
“Army, Honorable, 05-Oct-1967 - 30-Oct-1969
(You may have additional periods of service not listed above)
VA Benefits Information:
Service-connected disability: Yes
Your combined service-connected evaluation is:
80 PERCENT
The effective date of the last change to your current award was: 01-DEC-2022
Your current monthly award amount is: $Eereae
Are you being paid at the 100
100 percent rate because you are unemployable due to your service-connected
disabilities: Yes
Are you considered to be totally and permanently disabled due to your service-connected disabilities:
Yes
You should contact your state or local office of Veterans’ affairs for information on any tax, license, orPage 20
Michigan Department of Treasury
5107 (11-23)
State Tax Commission Affidavit of Disabled Veterans Exemption
MAR
3 20%
Issued under authority of Public Act 161 of 2013, MCL 211.7b. Filing is mandatory.
INSTRUCTIONS: This form is to be used to apply for an exemption of property taxes under MCL 211.7b, for real property usSABhHGMIEE BE 8 TOWNSHIF
homestead by a disabled veteran or an unremarried surviving spouse of a disabled vereran who, immediately before death, was eligible for the exemption
under this section.
OWNER INFORMATION.
(Enter information for the disabi
eleran
or unremarried surviving spouse).
|
Owner's Name
Owner's Telephone Number
MCLELLAN, THOMAS & CLAUDIA
5(1- BT6-
23 9
Owner's Mailing Address
City
State
Zip Code
6130 HEATHFIELD DRIVE
}
EAST LANSING
Mi
48823
LEGAL DESIGNEE INFORMATION {
Legal Designee Name
Daytime Telephone Number
S1n- 82-239
Legal Designee Mailing Address
City
State
Zip Code
CLINTON
Xx :
Name of Local School District
5
33060
HASLETT PUBLIC SCHOOLS
Parcel Identification Number
:
Date the Propety was Acquired (MM/DD/YYYY)
010-431-000-011-00
|
RPego X.
Moy. 1997
Homestead Property Address
:
City
State
Zip Code
6130 HEATHFIELD DRIVE
EAST LANSING
MI
8823
| am a Michigan resident.
:
Ft
E
(«1
t own the property in which the exemption is being claimed and itis used as my homestead. Homestead is generally defined as any dwelling with its land
and buildings where a family makes its home.
ation)
AFFIRMATION OF ELIGIBILTIY/(Chec!
he
a
The disabled veteran has been determined by the United States Department of Veterans Affairs to be permanently and totally disabled as a result of
iM]
military service and entifled:to veteransd benefits at the 100% rate (must attach a copy of the letter from the U.S. Department of Veterans Affairs),
[]
The disabled veteran is recéiving or has received pecuniary assistance due to disability for specially adapted housing {must attach a copy of the certificate
from the U.S. Department of Veterans Affairs).
[]
The veteran has been rated; by the United States Department of Veterans Affairs as individually unemployable (must attach a copy of the letter from the
U.S. Department of Veterans Affairs).
CERTIFICATIO
I hereby certify to the best of my knowledge that the information provided in this Affidavit is true and
| am eligible to receive the disabled veteranis
exemption from property taxes pursuant to Michigan Compiled Law, Section 211.7b,Page 21
Michigan Department of Treasury, THIS IS NOT A TAX BILL 20324 L-4400 1019 (Rev, 11-23) Notice of Assessment, Taxable Valuation, and Property Classification This form is issued under the authorily of P.A. 206 of 1893, Sec. 211.24 (c) and Sec.211.34c, as amended. This is a model assessment notice to be used by the local assessor. FROM: BATH CHARTER TOWNSHIP ASSESSOR PARCEL IDENTIFICATION 14480 WEBSTER RD. ; -010-431-000-011- Lig iyd PARCEL NUMBER: 19-010-431-000-011-00 BATH MI 48808 PROPERTY ADDRESS: 6130 HEATHFIELD DRIVE EAST LANSING, MI 48823 OWNER'S NAME & ADDRESS/PERSON NAMED ON ASSESSMENT ROLL: PRINCIPAL RESIDENCE EXEMPTION MCLELLAN, THOMAS & CLAUDIA 9% Exempt As "Homeowners Principal Residence": 100.00% 6130 HEATHFIELD DRIVE % Exempt As "Qualified Agricultural Property": .00% EAST LANSING MI 48823 % Exempt As "MBT Industrial Personal: .00% % Exempt As "MBT Commercial Personal: .00% Exempt As "Qualified Forest Property": OJ Yes No Exempt As "Development Property": O Yes No LEGAL DESCRIPTION: LOT 11, WHITEHILLS WOODS NORTH BATH TWP SEC 33 T5N R1W (NEW 1997, FROM 033-300-050-00 & 300-145-50 & 032-400- 030-00) ACCORDING TO MCL 211.34c THIS PROPERTY IS CLASSIFIED AS: 401 (RESIDENTIAL-IMPROVED) PRIOR YEAR'S CLASSIFICATION: 401 (RESIDENTIAL-IMPROVED) The change in taxable value will increase/decrease your tax bill for the 2024 T CURRENT TENTATIVE CHANGE FROM year by approximately: $8430 iy ee AMOUNTYEAR: 1/504 CURRENT YEAR 1. TAXABLE VALUE: 0 206,680 206,680 2. ASSESSED VALUE: 0 367,000 367,000 3. TENTATIVE EQUALIZATION FACTOR: 1.000 4. STATE EQUALIZED VALUE (SEV): 0 367,000 367,000 5. There WAS or WAS NOT a transfer of ownership on this property in2023 WAS NOT 6. Assessor a Reason: The 2024 Inflation rate Multiplier is: 1.05 Questions regarding the Notice of Assessment, Taxable Valuation, and Property Classification may be directed to the Following: Name: Phone: Email Address: BETH M BOTKE 517-641-6728 BBOTKE@BATHTOWNSHIP.US t the following dates and times:
Page 22
Guidance regarding Form 1019, Notice of Assessment, Taxable Valuation, and Property Classification Not less than 14 days before the first meeting of the Board of Review, the assessment notice shall be mailed to the property owner. Property taxes are calculated based on the Taxable Value (Line 1). State Equalized Value is the Assessed Value multiplied by the Equalization Factor, if any. State Equalized Value must approximate 50% of market value. The Taxable Value number entered in the "Change from Prior Year to Current Year" Column, does not indicate a change in your taxes. The change in your tax bill is estimated above Line 1. State Equalized Value is the Assessed Value multiplied by the Equalization Factor, if any. State Equalized Value must approximate 50% of market value. IF THERE WAS A TRANSFER OF OWNERSHIP on your property in 2023, your 2024 Taxable Value will be the same as your 2024 State Equalized Value. IF THERE WAS NOT A TRANSFER OF OWNERSHIP on your property in 2023, your 2024 Taxable Value is calculated by multiplying your 2023 Taxable Value by 1.05 (Inflation Rate Multiplier for the current year). Physical changes in your property may also increase or decrease your Taxable Value. Your 2024 Taxable Value cannot be higher than your 2024 State Equalized Value. The Taxable Value, the Assessed Value, the State Equalized Value, the Property Classification, or the Transfer of Ownership may be appealed by filing a protest with the Local Board of Review. Protests are made to the Board of Review by completing a Board of Review Petition Form. A Petition Form may be obtained directly from the local unit or from the Michigan Department of Treasury’s website at www.michigan.govi/taxes. Click on the “Property Taxes” box, select “Forms and instructions,” then click on “Board of Review” to obtain a “Petition to the Board of Review,” Form 618 (L-4035). The denial of an exemption from the local schoo! operating tax for “qualified agricultural properties” may be appealed to the local Board of Review. The denial of an exemption from the local school operating tax for a “homeowner's principal residence” may be appealed to the Michigan Tax Tribunal by the filing of a petition within 35 days of issuance of this notice. The petition must be a form approved by the Michigan Tax Tribunal, which are available at www.michigan.gov/ taxtrib. Filing a protest with the Board of Review Is necessary to protect your right to further appeal valuation and exemption disputes to the Michigan Tax Tribunal and classification appeals to the State Tax Commission. Properties classified Commercial Real, Industrial Real or Developmental Real may be appealed to the regular March Board of Review or to the Michigan Tax Tribunal by filing a petition by May 31. Commercial Personal, Industrial Personal, or Utility Personal Property may be appealed to the regular March Board of Review or to the Michigan Tax Tribunal by filing a petition by May 31 if a personal property statement was filed with the local unit prior to the commencement of the Board of Review as provided by MCL 211.19, except as otherwise provided by MCL 211.9m, 211.9n and 211.90. The petition must be a form approved by the Michigan Tax Tribunal, which are available at www.michigan.gov/taxtrib. To claim a PRE, complete the “Principal Residence Exemption Affidavit’ (Form 2368) and file it with your township or city of the year of the claim. A valid affidavit filed on or before June 1 allows an owner to receive a PRE on the current year summer and winter tax levy and subsequent tax levies so long as it remains the owner's principal residence. A valid affidavit filed after June 1 and on or before November 1 allows an owner to receive a PRE on the current winter tax levy and subsequent tax levies so long as it remains the owner's principal residence.
Page 23
BATH CHARTER TOWNSHIP PO BOX 247 BATH MI 48808-0247 Return Service Requested K GRAND RAPIDS MI 493 6 DEC 2021 PM 1-L Barn Swallow McLellan, Thomas 6130 Heathfield Drive East Lansing, MI 48823 TR I TRE RRR IR IRI EEE 2 TE ER THE
Page 24
&b S724 3759. Please. celucn he enclosed completed form (\Cr io Yo C Booed of
Page 25
To BK 30233 Kensing, Michigan q&909
Page 26
xe U.S. POSTAGE $9.85 PRWE RDC 03 k 3 Orig: 48823 : Dest: 48908 © 08/10/24 Sobanbrass E PRESS FIRMLY TO SEAL PRESS FIRMLY TO SEAL EXPECTED, CELERY DAY: 06/12/24 os ~USPS TRACKING® # VISIT US AT USPS.COM® UNITED STAT I | | f | | | me ORDER FRE E S SUPPL IES ONLINE POSTAL SERVI Ll i I _ _9505 5265 5651 4161 0305 51