25-001981.pdf
Jake Investments Solutions Inc, Petitioner V City Of Muskegon, Respondent · 25-001981-TT
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Page 1
MUSKEGON COUNTY I oP TT AIT GE EE Ti BEER MU SPR Sy | M 1 C H I G A Npeceep AUG 0 1 2025 MICHIGAN TAX TRIBUNAL Michigan Tax Tribunal PO Box 30232 Lansing M1 48909 July 30, 2025 RE: MTT 25-001981 Dear Tribunal Please see the enclosed documentation for the above-mentioned Small Claims case: e Property Tax Appeal Answer Form e Copy of Assessment Notice o Copy of March Board of Review Notice e Property Record Card and sketches e Proof of Service These documents are filed in compliance with the Notice of Docket Number issued by the MTT on July 3, 2025. If you have any questions, please contact me at 231-724-3473. Sincerely, pos ty Equalization Wesley Dault MAAO Senior Appraiser cc: Jake Investments Solutions Inc, Petitioner Enclosures
Page 2
STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS GOVERNOR LANSING MARLON I. BROWN, DPA DIRECTOR PROPERTY TAX APPEAL ANSWER FORM VALUATION / EXEMPTION / CLASSIFICATION APPEAL MTT DOCKET NO. 25001981 Section 1: Respondent’s Contact Information FirstName Mma, Last Name City of Muskegon Mailing Address (No., Street, P.O, Box or Rural Route) 993 Terrace St City or Town State ZIP Code Muskegon Mi 49440 Telephone Number 231-750-6750 Email Address (do not enter unless you want MTT to send all correspondence via email) Section 2: Respondent’s Attorney/Authorized Representative’s Contact Information First Name MIL. Wesley Last Name Dault Firm Name (if any) Muskegon County Equalization Mailing Address (No., Street, P.O. Box or Rural Route) 173 E Apple Ave Ste 201 City or Town State Muskegon Mi ZIP Code 49442 Telephone Number 23 1 -750-6750 Email Address (do not enter unless you want MTT to send all correspondence via email) a Section 3: Subject Property Information O Yes [wil No Does the subject property have a Principal Residence Exemption of 50% or more? [Yes [J No [i Notappiicable Are the parcels listed by Petitioner contiguous or adjoining? If not, list which parcels adjoin one another.
Page 3
STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS MARLON |. BROWN, DPA GOVERNOR LANSING DIRECTOR Section 4: Explain Your Answer to this Appeal Petitioner appeared to the 2025 March Board of Review. The board adjusted the property's assessed value from 108,700 to 90,000. The taxable value was not adjusted and is at 76,428. Property is a 4-Unit Multi-Family Dwelling. Section 5: Jurisdictional Issues IF PETITIONER IS APPEALING THE TRUE CASH AND/OR TAXABLE VALUES Did Petitioner protest the assessment at a Board of Review (BOR)? [ves [No if yes, check which BOR Petitioner attended: [] March [J July [] December If no, was the Notice of Assessment properly sent to Petitioner prior to the March BOR? [I Yes [IR] No *Submit a copy of the Notice of Assessment with the Answer. If the July or December BOR revised the assessment(s) atissue, did it have authority? [mi] Yes [mm] No If yes, cite the Board's authority. Was the assessment(s) at issue established as the result of a clerical error or mutual mistake of fact? [IN] Yes [wi] No i yes, explain Is Petitioner appeating from a State Tax Commission Order? O Yes [A No If so, what Is the issue date? IF PETITIONER IS APPEALING THE UNCAPPING OF TAXABLE VALUE
Page 4
STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS MARLON I. BROWN, DPA GOVERNOR LANSING DIRECTOR Did Petitioner request a Poverty Exemption ata BOR? [] Yes [| No If Yes, check which BOR Petitioner attended: [| March [| July [] December List the date the BOR denied Petitioner's Poverty Exemption: IF PETITIONER IS APPEALING THE DENIAL OF AN EXEMPTION OTHER THAN POVERTY, PRINCIPAL RESIDENCE, OR QUALIFIED AGRICULTURAL EXEMPTIONS Did Petitioner request the exemptionataBOR? [| Yes [No If Yes, check which BOR Petitioner attended: [| March [] July [] December Tax Year(s) denied: List the date the exemption was denied: What statutory section did Petitioner request the subject property be exempt? IF PETITIONER IS APPEALING THE CLASSIFICATION OF PROPERTY What do you believe the classification should be: Real Personal (check one) 0 Agricultural Commercial Industrial Residential Timber-Cutover Developmental Utility (check one) Section 6: Valuation Information *use the multiple parcel form for additional, contiguous parcels. Parcel Identification Number: 24-205-430-0007-00 Classification of Property: Real Personal (check one) Agricultural Commercial Industrial Residential Timber-Cutover Developmental Utility (check one) Current Assessed Value (also known as State Equalized Value) as established by the BOR: 90,000 Current Taxable Value as established by the BOR: 76,428 What do you believe is the fair market value (also known as True Cash Value)? 180,000 Multiply the True Cash Value by .5 and enter here. This is your contention of Assessed Value. 90,000 If you believe the Taxable Value differs from your contention of Assessed Value, enter your contention of Taxable Value. Signature required
Page 5
Michigan Department of Treasury, THIS IS NOT A TAX BILL 1019 (Rey, 10-24) L-4400 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.211.3c, as amended. This is a model assessment notice lo be used by the local assessor. FROM. CITY OF MUSKEGON PARCEL IDENTIFICATION MUSKEGON COUNTY EQUALIZATION PARCEL NUMBER: - - 173 E APPLE AVE SUITE 201 24-205-430-0007-00 MUSKEGON MI 49442 PROPERTY ADDRESS: i 1596 8TH ST MUSKEGON, Mi 49441 OWNER'S NAME & ADDRESS/PERSON NAMED ON ASSESSMENT ROLL: PRINCIPAL RESIDENCE EXEMPTION NE TMEN TS 59 LUTIONS INC % Exempt As "Homeowners Principal Residence”: .00% UN % Exempt As "Qualified Agricultural Property™ 00% TAMPA FL 33608 % Exempt As "MBT Industrial Personal: .00% % Exempt As "MBT Commercial Personal”: 00% Exempt As "Qualified Forest Property: O00 Yes No Exempt As "Development Property”: [] Yes No LEGAL DESCRIPTION: CITY OF MUSKEGON REVISED PLAT 1903 LOT 7 BLK 430 ACCORDING TO MCL 211.34¢ THIS PROPERTY IS CLASSIFIED AS: 401 Residential PRIOR YEAR'S CLASSIFICATION: 401 Residential The change in taxable value will increase/decrease your tax bill for the 2025 PRIOR AMOUNT CURRENT TENTATIVE CHANGE FROM year by approximately: YEAR: 2024 AMOUNT YEAR: 05 CORRE YEAR 1. TAXABLE VALUE: 74,130 76,428 2,298 2. ASSESSED VALUE: 89,900 108,700 18,800 3. TENTATIVE EQUALIZATION FACTOR: 1.000 a _ a : 4. STATE EQUALIZED VALUE (SEV): 89,900 90,000 18,800 5. There WAS or WAS NOT a transfer of ownership on this property in2024 WAS NOT Market Adjustment 6. Assessor Change Reason: The 2025 Inflation rate Multiplier is: 1.031 Questions regarding the Notice of Assessment, Taxable Valuation, and Property Classification may be directed to the Following: Name: DONNA VANDERVRIES Phone: (231) 724-3473 Emait Address: DAULTWE@CO.MUSKEGON.MLUS March Board of Review Appeal Information. The board of review will meet at the following dates and times:
Page 6
07/30/2025 09:31 AM 2025 BOARD OF REVIEW DECISION FROM CITY OF MUSKEGON MUSKEGON COUNTY EQUALIZATIO 173 E APPLE AVE SUITE 201 . MUSKEGON MI 49442 NAME AND ADDRESS OF OWNER OR PERSON NAMED ON ASSESSMENT ROLL: PROPERTY IDENTIFICATION: (Parcel Code required. Property address and legal description optional.) 24-205-430-0007-00 1596 8TH ST JAKE INVESTMENTS SOLUTIONS IN 2000 E 12TH AVE UNIT 5123 TAMPA FL 33605 CITY OF MUSKEGON REVISED PLAT 1903 LOT 7 BLK 430 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 24-205-430-0007-00 They have made the following determination based on the information you supplied. Board of Review Comments ADJ TO MARKET VALUE | 2025 ORIGINAL ASSESSED VALUE 108,700 | [2025 "BOARD OF REVIEW" ASSESSED VALUE 90,000 | (If the above amounts are the same, no revisions have occured) 2025 ORIGINAL TAXABLE VALUE 76,428 2025 "BOARD OF REVIEW" TAXABLE VALUE 76,428 2025 PRINCIPAL RESIDENCE EXEMPTION/QUALIFIED AG 0.0000 Please feel free to contact the assessor at the address listed above or call if you 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.gov/taxtrib/0,4677,7-187-38254---,00 html
Page 7
Parcel Number:
24-205-430-0007-00
Jurisdiction:
CITY OF MUSKEGON
County:
MUSKEGON
Printed on
07/30/2025
Grantor
Grantee
Sale
Sale
Inst.
Terms
of Sale
Liber
Verified
Prent.
Price
Date
Type
&
Page
By
Trans.
CHLADEK JACOB/TRISHA
JAKE
INVESTMENTS SOLUTION
175,000}
05/03/2022
{wD
03-ARM'S
LENGTH
4299/664
PROPERTY TRANSFER
100.0
CHLADEK JACOB
CHLADEK JACOR/TRISHA
0]
06/30/2018
{QC
21-NOT USED/OTHER
4162/286
DEED
0.0
STEPHENS HOMES AND INVEST
|CHLADEK JACOB
110,000{
06/25/2018
[WD
03-ARM'S LENGTH
4161/353
PROPERTY TRANSFER |
100.0
KNOX WAYNE
T
STEPHENS HOMES AND INVEST
35,000f
06/01/2016
{WD
03-ARM'S
LENGTH
4090/596
PROPERTY TRANSFER
100.0
Property Address
Class:
RESIDENTIAL-IMPRO
Zoning:
FBC-U
Building
Permit (s)
Date
Number
Status
1596
8TH
ST
School:
MUSKEGON CITY
SCHOOL
DIST
PLUMBING
02/13/2023
[PP230069
COMPLETE
P.R.E.
0%
Res.
Replace Water Heater
02/02/2022
[PM220078
COMPLETE
0
Owner's Name/Address
MAD ¥: 24-31-30-333-009
PLUMBING
01/02/2013
[pP180001
COMPLETE
JAKE
INVESTMENTS SOLUTIONS
INC
3
Vv
2
7
[3]
OMPLE
2000
E
12TH AVE UNIT
5123
2026
Est
TCV
Tentative MECHANICAL
11/28/201
PM170585
Cc
TE
TAMPA
FL
33605
Improved
I
[vacant
Land Value Estimates
for Land Table R07.1.R07.1
NELSON GENERAL RESIDENTIAL
Public
*
Factors
*
Improvements
Description
Frontage
Depth
Front
Depth
Rate
%Adj.
Reason
Value
—
Dirt Road
<Site Value B> TYPICAL .13-.20
8200
100
55%150
8,200
Tax Description
Gravel Road
55 Actual
Front
Feet,
0.19 Total Acres
Total
Est.
Land Value
=
8,200
CITY OF MUSKEGON
x
paved Road
REVISED
PLAT
1903
LOT
7
BLK 430
X
[Storm Sewer
Land Improvement Cost Estimates
Comments / Influences
X
(Sidewalk
Description
Rate
Size
% Good
Cash Value
X
[Water
D/W/P:
3.5 Concrete
5.94
500
25
742
X
[Sewer
Total Estimated Land Improvements True Cash Value
=
742
X
|Electric
*
X
{Gas
Work Description
for
Permit PP230069,
Issued 02/13/2023:
REPLACE WATER SERVICE
X
Curb
FROM HOUSE
TO PROPERTY LINE
Street
Lights
Work Description
for
Permit
PP190001,
Issued 01/02/2019:
REPLACE WATER PIPE
IN
Standard Utilities
MICHIGAN CELLAR
Underground Utils.
Work Description
for Permit PM170595,
Issued 11/28/2017:
furnace AND DUCTWORK
Topography
of
Work Description
for Permit PE170907,
Issued 10/27/2017:
FURNACE
Site
Work Description
for
Permit
PB100149,
Issued 04/12/2010:
REROOF DWELLING OVER
ONE LAYER
X
|Level
Work Description for Permit PE090035,
Issued 01/26/2009: RELOCATE METER TO
Rolling
OUTSIDE OF DWELLING
Low
Work Description for Permit PE080599,
Issued 12/12/2008: REPAIRS
PER CITY
High
LETTER
X
Landscaped
Work Description for Permit PM070436,
Issued 11/01/2007: REPLACE FURNACE
wamp
Wooded
Pond
Waterfront
Ravine
Wetland
—
.
Flood Plain
Year
Land
Building
Assessed
Board
of|
Tribunal/
Taxable
Value
Value
Value
Review
Other
Value
Who
When
What
2026
Tentative
Tentative
Tentative
Tentative
2
=
i
e
RMM 12/27/2010 REVIEWED
2025
4,100
104,600
108,700
90,000M
76,428C
The Equalizer.
Copyright
(c}
1999
- 2009. mmm 05/15/2009 DATA ENTRY 7551
3,300
56,600
55,900
54, 130C
Licensed
To:
County
of Muskegon
Michigan
[pC
12/22/2008
DATA ENTRY
!
2023
3,000
67,600
70,600
70,6008
***
Information herein deemed reliable
but
not guaranteed***Page 8
Parcel Number: 24-205-430-0007-00, Land Image 8TH ST 150" , BLOCK 430 LOT7 8250 SF 55' Sketch by Apes Sketch *%* Information herein deemed reliable but not guaranteed*** Printed on 07/30/2025
Page 9
Residential Building
1
of
1
Parcel Number:
24-205-430-0007-00
Printed
on
07/30/2025
Building Type
(3)
Roof
(cont.)
{11)
Heating/Coolin:
(15)
Built-~ins
(15)
Fireplaces
(16)
Porches/Decks
(17)
Garage
9
X
[Single
Family
Eavestrough
X
iGas
oil
Elec.
Appliance Allow.
Interior
1
Story
[Area Type
Year Built:
Mobile Home
Insulation
Wood
Coal
Steam
Cook
Top
Interior
2
Story
55/CeP
Ti Stor car Capacity:
Town Home
0|Front Overhang
7
Ta
Dishwasher
2nd/Same
Stack
galwce
(2 stom)
Class:
Duplex
0[Other Overhang
x
rong Air w/o Ducts
Garbage Disposal
Two Sided
¥)
|Exterior:
A-Frame
roreed pax ne Ducts
Bath Heater
Exterior
1 Story
Brick Ven.:
(4)
Interior
.
Vent
Fan
Exterior
2
Story
Stone Ven.:
X
|Wood
Frame
Bloctrlc Baseboard
Hot
Tub
Prefab
1
Story
Common Wall:
Drywall
|X
[Plaster
: pS
Ceil.
py
lant
Unvented Hood
Prefab
2
Story
Foundation:
Building Style:
Paneled
Wood T&G
oan
fant oon
Vented Hood
Heat Circulator
Finished
2:
MULTI-FAMILY
Trim
&
Decoration
Space Heater
Intercom
Raised Hearth
Auto.
Doors:
Yr Built
Remodeled
Wall EL
F
Jacuzzi
Tub
Wood Stove
Mech.
Doors:
[E= [%]oxd
|
[rin
a
oor
Furnace
Jacuzzi repl.Tub
Direct-Vented Ga
Area:
0
4
UNIT
|0
_
Forced Heat
& Cool
oven
%
Good:
Condition:
Average
Size
of Closets
Heat
Pump
.
Microwave
Class:
o 50
Storage Area:
E35 E [o=d
Smai1]
|No Heating/Cooling
Standard Range
oes:
hoe: Ao
No Conc.
Floor:
7
T
1
Ai
Tor
Room List
Doors |
|[sotid]x]n.c.
pentral Air
Self Clean Range | otal Base New
:
252,939
E.C.F.
[Bsmnt Garage:
1|Basement
57
Floors
_
Trash Compactor
Total
Depr Cost:
126,467
X
1.373
6list Floor
i
(12)
Electric
Central Vacuum
Estimated T.C.V:
173,639
Carport Area:
6/2nd Floor
Ki Lchen; Sazpeted
100]Anps Service
Security System
co
4|Bed:
er:
e
ecrooms
Other-
No./Qual.
of Fixtures
[cost Est.
for Res.
Bldg:
1
Single Family
MULTI-FAMILY
—
Cls OD
Blt
0
(1)
Exterior
[Ex
[Xora
[
[fin
(11)
Heating System:
Forced Air w/ Ducts
Wood/Shingle
(6)
Ceilings
Ground Area
=
1128
SF
Floor Area
= 2256
SF.
Aluminum/Vinyl
No.
of Elec. Outlets
Phy/Ab. Phy/Func/Econ/Comb.
% Good=50/100/100/100/50
Brick
[Many
|
¥ ave.
I
[Few
Building Areas
X |asphalt
(13)
Plumbing
Stories
Exterior
Foundation
Size
Cost New
Depr.
Cost
X
{Insulation
PY
=
3)
2 Story
Siding
Basement
564
n
-
verage
Fixture(s)
| 2 story
Siding
Crawl Space
564
(2) Windows
(7) Excavation
4
|3 Fixture Bath
Total:
225, 661
112,828
X
[Many
Large
Basement:
564
S.F.
2 Fixture Bath
Other Additions/Adjustments
Avg.
Avg.
Crawl:
564
S.F.
Softener,
Auto
Plumbing
Few
X
(Smal
Slab:
0
S.F.
Softener,
Manual
3 Fixture Bath
3
11,169
5,584
Height
to Joists:
0.0
Solar Water Heat
Porches
X
[Wood Sash
;
Metal Sash
No Plumbing
CCP
(1 Story)
65
1,692
846
Vinyl Sash
(8)
Basement
Extra Toilet
Foundation:
Shallow
65
-699
-349
Double Hung
Cone
Book
Extra Sink
WCP
(2 Story)
84
4,631
2,316
Horiz.
Slide
Poured Conc
Separate Shower
Foundation:
Shallow
84
-800
-400
Casement
Stone
-
Ceramic Tile Floor | yater/Sewer
Double Glas
Treated Wood
Ceramic Tile Wains|
public Sewer
1
1,279
639
N
s
reate
O°
Ceramic
Tub Alcove
10,006
5,003
Water Well,
200
Feet
1
’
.
Patio Doors
Concrete
Floor
Vent
Fan
Totals:
252.
939
126.
467
Storms
&
Screens
(9)
Basement
Finish
.
otals:
;
.
37
Roof
(14)
Water/Sewer
Notes:
sess
5)
i
.
=
:
.
(
Recreation
SF
Public Water
ECF
(R07.1 NELSON GENERAL RESIDENTIAL)
1.373
=>
TCV
1
X
[Gable
Gambrel
Living
SE
|
|public Sewer
Hip
Mansazrd
Walkout Doors
(B)
1
Water well
Flat
Shed
No Floor
st
1000 Gal Septic
L
Walkout
Doors
(A)
2000
Gal
Septi
X
[Asphalt Shingle
116)
Floor Support
a.
eptic
-
Lump
Sum
Items:
Joists:
Chimney:
Brick
Unsupported Len:
Cntr.Sup:
***
Information herein deemed reliable
but
not guaranteed*+**Page 10
Parcel Number: 24-205~430-0007-00, Residential Building 1 Printed on 07/30/2025 47 2S-FR-.5-BSMT 1128 SF 8TH ST Sketchby Apex Sketch *** Information herein deemed reliable but not guaranteed#**¥
Page 11
STATE OF MICHIGAN \ GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS MARLON I. BROWN, DPA GOVERNOR LANSING DIRECTOR MICHIGAN TAX TRIBUNAL Jake Investments Solutions Inc Petitioner(s) v MTT Docket No, MTT 25-001981 City of Muskegon , Respondent(s) PROOF OF SERVICE Wesley Dault states that on 7/30/2025 he/she [Name of person serving/mailing petition] [date of service] served a copy of the Valuation Appeal Answer Form relative to the above-captioned matter upon: [Provide name and address of the party/people being served] Michinan Tot Toibonal PO Bow 36232 Lansing MT H%909 pe) VS 2 [Signature of person who is serving/mailing copy] Wesley Dault [Print/type name of person serving/mailing copy]
Page 12
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LS
Muskegon, MI 49442
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