Preview
FILED: SUFFOLK COUNTY CLERK 04/18/2024 12:59 PM INDEX NO. 700025/2024
NYSCEF DOC. NO. 1 RECEIVED NYSCEF: 04/18/2024
RPTL 730-A UCS 900 (Rev. July 2019)
PETITION
SMALL CLAIMS ASSESSMENT REVIEW
IN COUNTIES OUTSIDE NEW YORK CITY
(one petition per parcel)
PART I
GENERAL INFORMATION
SUPREME COURT, COUNTY OF Suffolk
1. Filing # Calendar #
2. Assessing Unit Port Jefferson Village
3. Date of final completion and filing of assessment roll 04/01/2024
(a) Total 7800
(b) Exempt amount
(c) Taxable assessed value (3a-3b) 7800
04/18/2024
4. Date of filing (or mailing) petition
5. Brian Amtmann
Name of owner or owners of property: ____________________________________
Address: 31 Jefferson Landing Circle, Port Jefferson NY 11777
__________________________________________________________
Telephone #: ________________________________________________________
6. If applicable, name and address of representative of owner, if representative is filing application:
(Owner must complete Designation of Representative section.)
Heller & Consultants Tax Grievance
Name of Representative: ______________________________________________
333 Route 25a, Suite 120, Rocky Point, NY 11778
Address: ___________________________________________________________
631-782-3177
Telephone #: _______________________________________
7. Description of property as it appears on the assessment roll.
Tax Map # 206 Section 14.00 Block 5.00 Lot 4.000
8. Location of Property (street, Road highway number, and city, town or village)
31 Jefferson Landing Circle, Port Jefferson NY 11777
____________________________________________________________
____________________________________________________________
____________________________________________________________
____________________________________________________________
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FILED: SUFFOLK COUNTY CLERK 04/18/2024 12:59 PM INDEX NO. 700025/2024
NYSCEF DOC. NO. 1 RECEIVED NYSCEF: 04/18/2024
PART II
GROUNDS FOR PETITION
ASSESSMENT REQUESTED
A. Assessment requested on the complaint form filed with the Board of Assessment Review
1. Total assessment
2. Exempt amount, if any
3. Taxable assessment
MAXIMUM REDUCTION
B. Calculation of equalized value and maximum reduction in assessment
1. [ ] Property is NOT in a special assessing unit.
ASSESSED VALUE ÷ EQUALIZATION RATE = EQUALIZED VALUE
2. [ ] Property IS in a special assessing unit.
ASSESSED VALUE - CLASS ONE RATIO = EQUALIZED VALUE
7800 .63 1,238,095
3. [✔ ] If the EQUALIZED VALUE exceeds $450,000, enter the ASSESSED VALUE here: 5850
Multiply the ASSESSED VALUE by: x.25
Enter the result here: ________________________
928,571
The result is the maximum total assessment request reduction allowable.
C. [ ✔ ] UNEQUAL ASSESSMENT
1. The total assessment is unequal because the property is assessed at a higher percentage of full (market)
value than (check one).
[ ] (a) the average of all other property on the assessment roll, or
[✔ ] (b) the average of residential property on the assessment roll.
2. Full (market) value of property: $ 1,238,095
Based on one or more of the following, petitioner believes this property should be assessed at %
of full (market) value:
1. [ ] The latest State equalization rate for the assessing unit in which the property is located (enter latest
equalization rate: %).
2. [✔ ] The latest residential assessment ratio for the assessing unit in which the property is located (enter
residential assessment ratio: .63 %).
3. [ ] A sample of market values of recent sales prices and assessments of comparable residential
properties on which petitioner relies for objection (list parcels on a separate sheet and attach).
4. [ ] Statements of the assessor or other local official that property has been placed on the roll at
%.
Petitioner believes the total assessment should be reduced to $ . This amount may
not be less than the total assessment amount indicated in Section A (1), or Section B (3), whichever
is greater.
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FILED: SUFFOLK COUNTY CLERK 04/18/2024 12:59 PM INDEX NO. 700025/2024
NYSCEF DOC. NO. 1 RECEIVED NYSCEF: 04/18/2024
D. [ ] EXCESSIVE ASSESSMENT:
1. [ ] The total assessed value exceeds the full (market) value of the property.
Total assessed value of property: $
Complainant believes the total assessment should be reduced to a full value of $
Attach list of parcels upon which complainant relies for objection, if applicable.
This amount may not be less than the amount indicated in Section A (1), or Section B (3).
2. [ ] The taxable assessed value is excessive because of the denial of all or a portion of a partial
exemption. Specify exemption (e.g., aged, clergy, veterans, etc).
Amount of exemption claimed: $ . Amount granted, if any: $ .
This amount may not be greater than the amount indicated in A (2).
If application for exemption was filed, attach a copy of application to this petition.
E. INFORMATION TO SUPPORT THE FULL (market) VALUE CLAIMED (Check One)
1. [ ] Purchase price of property $
Date of purchase
Relationship, if any, between seller and purchaser
2. [ ] If property has been recently offered for sale:
When and for how long:
How offered: _______________________________________________
Asking price: $_____________________________________________
3. [ ] If property has been recently appraised:
When: By Whom:
Purpose of appraisal: __________________________
Appraised value: $
4. [ ] If buildings have been recently remodeled, constructed, or additional improvements made, state:
Year remodeled, constructed, or additions made:________________________________
Date commenced: Date completed:
Cost: $
5. [ ] Amount for which your property is insured: $
Name of insurance company and policy number:
6. [ ] Purchase price of comparable property(ies) recently sold: $
PART III
LISTING OF TAXING DISTRICTS
Names of Taxing Districts
1. COUNTY: Suffolk
2. TOWN: Brookhaven
3. VILLAGE: Port Jefferson
4. SCHOOL DISTRICT: Port Jefferson
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FILED: SUFFOLK COUNTY CLERK 04/18/2024 12:59 PM INDEX NO. 700025/2024
NYSCEF DOC. NO. 1 RECEIVED NYSCEF: 04/18/2024
PART IV
DESIGNATION OF REPRESENTATIVE TO FILE PETITION
I, see attached designation of representitive , as petitioner (or officer thereof) hereby designate
annexed here to to act as my representative in any and all proceedings
before the Small Claims Assessment Review of the Supreme Court in Suffolk County for
purposes of reviewing the assessment of my real property as it appears on the Tax Roll year assessment roll of
Port Jefferson .
(assessing unit)
Signature of Owner
04/18/2024
Date
PART IV
ELIGIBILITY AND CERTIFICATION
I certify that:
(a) The owner has previously filed a complaint required for administrative review of assessments.
(b) The property is improved by a one, two or three family, owner-occupied residential structure
used exclusively for residential purposes, and is not a condominium; except a condominium
designated as Class 1 in Nassau County or as "homestead" Class in an approved assessing unit.
(c) The requested assessment is not lower than the assessment requested on the complaint
filed with the assessor or the Board of Assessment Review.
(d) If the equalized value of the property exceeds $450,000, the requested assessment reduction
does not exceed 25 percent of the assessed value.
(e) I will mail, by certified mail, return receipt requested, or, deliver in person, within ten days after
the day of filing this petition with the County Clerk, one (1) copy of this petition to the clerk of
the assessing unit, or if there by no such clerk, then to the officer who performs the
customary duties of that official.
(f) I will mail by regular mail within 10 (ten) days after the filing of the Petition with the County
Clerk one (1) copy of the Petition to:
(1) The clerk of the school district(s)* within which the real property is located, or if there
be no clerk or the name and address cannot be obtained, then to a trustee,
(2) The treasurer of the county in which the property is located, and
(3) The assessor, or, the chairman of the board of assessors
(4) The clerk of the village, where the village has ceased being an assessing unit in
accordance with Real Property Tax law § 1402(3), if the assessment to be reviewed
is on a parcel located within such village.
I certify that all statements made on this application are true and correct to the best of my knowledge and belief,
and I understand that the making of any willful false statement of material fact herein will subject me to the
provisions of the Penal law relevant to the making and filing of false instruments.
Signature of owner or representative
Check here if evening hearing is desired ☐
(*NOTE: You are not required to file with the Buffalo City School District, the Rochester City School District, the Syracuse
City School District or the Yonkers City School District.)
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Preview
FILED: SUFFOLK COUNTY CLERK 04/18/2024 12:59 PM INDEX NO. 700025/2024 NYSCEF DOC. NO. 1 RECEIVED NYSCEF: 04/18/2024 RPTL 730-A UCS 900 (Rev. July 2019) PETITION SMALL CLAIMS ASSESSMENT REVIEW IN COUNTIES OUTSIDE NEW YORK CITY (one petition per parcel) PART I GENERAL INFORMATION SUPREME COURT, COUNTY OF Suffolk 1. Filing # Calendar # 2. Assessing Unit Port Jefferson Village 3. Date of final completion and filing of assessment roll 04/01/2024 (a) Total 7800 (b) Exempt amount (c) Taxable assessed value (3a-3b) 7800 04/18/2024 4. Date of filing (or mailing) petition 5. Brian Amtmann Name of owner or owners of property: ____________________________________ Address: 31 Jefferson Landing Circle, Port Jefferson NY 11777 __________________________________________________________ Telephone #: ________________________________________________________ 6. If applicable, name and address of representative of owner, if representative is filing application: (Owner must complete Designation of Representative section.) Heller & Consultants Tax Grievance Name of Representative: ______________________________________________ 333 Route 25a, Suite 120, Rocky Point, NY 11778 Address: ___________________________________________________________ 631-782-3177 Telephone #: _______________________________________ 7. Description of property as it appears on the assessment roll. Tax Map # 206 Section 14.00 Block 5.00 Lot 4.000 8. Location of Property (street, Road highway number, and city, town or village) 31 Jefferson Landing Circle, Port Jefferson NY 11777 ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ 1 of 4 FILED: SUFFOLK COUNTY CLERK 04/18/2024 12:59 PM INDEX NO. 700025/2024 NYSCEF DOC. NO. 1 RECEIVED NYSCEF: 04/18/2024 PART II GROUNDS FOR PETITION ASSESSMENT REQUESTED A. Assessment requested on the complaint form filed with the Board of Assessment Review 1. Total assessment 2. Exempt amount, if any 3. Taxable assessment MAXIMUM REDUCTION B. Calculation of equalized value and maximum reduction in assessment 1. [ ] Property is NOT in a special assessing unit. ASSESSED VALUE ÷ EQUALIZATION RATE = EQUALIZED VALUE 2. [ ] Property IS in a special assessing unit. ASSESSED VALUE - CLASS ONE RATIO = EQUALIZED VALUE 7800 .63 1,238,095 3. [✔ ] If the EQUALIZED VALUE exceeds $450,000, enter the ASSESSED VALUE here: 5850 Multiply the ASSESSED VALUE by: x.25 Enter the result here: ________________________ 928,571 The result is the maximum total assessment request reduction allowable. C. [ ✔ ] UNEQUAL ASSESSMENT 1. The total assessment is unequal because the property is assessed at a higher percentage of full (market) value than (check one). [ ] (a) the average of all other property on the assessment roll, or [✔ ] (b) the average of residential property on the assessment roll. 2. Full (market) value of property: $ 1,238,095 Based on one or more of the following, petitioner believes this property should be assessed at % of full (market) value: 1. [ ] The latest State equalization rate for the assessing unit in which the property is located (enter latest equalization rate: %). 2. [✔ ] The latest residential assessment ratio for the assessing unit in which the property is located (enter residential assessment ratio: .63 %). 3. [ ] A sample of market values of recent sales prices and assessments of comparable residential properties on which petitioner relies for objection (list parcels on a separate sheet and attach). 4. [ ] Statements of the assessor or other local official that property has been placed on the roll at %. Petitioner believes the total assessment should be reduced to $ . This amount may not be less than the total assessment amount indicated in Section A (1), or Section B (3), whichever is greater. 2 of 4 FILED: SUFFOLK COUNTY CLERK 04/18/2024 12:59 PM INDEX NO. 700025/2024 NYSCEF DOC. NO. 1 RECEIVED NYSCEF: 04/18/2024 D. [ ] EXCESSIVE ASSESSMENT: 1. [ ] The total assessed value exceeds the full (market) value of the property. Total assessed value of property: $ Complainant believes the total assessment should be reduced to a full value of $ Attach list of parcels upon which complainant relies for objection, if applicable. This amount may not be less than the amount indicated in Section A (1), or Section B (3). 2. [ ] The taxable assessed value is excessive because of the denial of all or a portion of a partial exemption. Specify exemption (e.g., aged, clergy, veterans, etc). Amount of exemption claimed: $ . Amount granted, if any: $ . This amount may not be greater than the amount indicated in A (2). If application for exemption was filed, attach a copy of application to this petition. E. INFORMATION TO SUPPORT THE FULL (market) VALUE CLAIMED (Check One) 1. [ ] Purchase price of property $ Date of purchase Relationship, if any, between seller and purchaser 2. [ ] If property has been recently offered for sale: When and for how long: How offered: _______________________________________________ Asking price: $_____________________________________________ 3. [ ] If property has been recently appraised: When: By Whom: Purpose of appraisal: __________________________ Appraised value: $ 4. [ ] If buildings have been recently remodeled, constructed, or additional improvements made, state: Year remodeled, constructed, or additions made:________________________________ Date commenced: Date completed: Cost: $ 5. [ ] Amount for which your property is insured: $ Name of insurance company and policy number: 6. [ ] Purchase price of comparable property(ies) recently sold: $ PART III LISTING OF TAXING DISTRICTS Names of Taxing Districts 1. COUNTY: Suffolk 2. TOWN: Brookhaven 3. VILLAGE: Port Jefferson 4. SCHOOL DISTRICT: Port Jefferson 3 of 4 FILED: SUFFOLK COUNTY CLERK 04/18/2024 12:59 PM INDEX NO. 700025/2024 NYSCEF DOC. NO. 1 RECEIVED NYSCEF: 04/18/2024 PART IV DESIGNATION OF REPRESENTATIVE TO FILE PETITION I, see attached designation of representitive , as petitioner (or officer thereof) hereby designate annexed here to to act as my representative in any and all proceedings before the Small Claims Assessment Review of the Supreme Court in Suffolk County for purposes of reviewing the assessment of my real property as it appears on the Tax Roll year assessment roll of Port Jefferson . (assessing unit) Signature of Owner 04/18/2024 Date PART IV ELIGIBILITY AND CERTIFICATION I certify that: (a) The owner has previously filed a complaint required for administrative review of assessments. (b) The property is improved by a one, two or three family, owner-occupied residential structure used exclusively for residential purposes, and is not a condominium; except a condominium designated as Class 1 in Nassau County or as "homestead" Class in an approved assessing unit. (c) The requested assessment is not lower than the assessment requested on the complaint filed with the assessor or the Board of Assessment Review. (d) If the equalized value of the property exceeds $450,000, the requested assessment reduction does not exceed 25 percent of the assessed value. (e) I will mail, by certified mail, return receipt requested, or, deliver in person, within ten days after the day of filing this petition with the County Clerk, one (1) copy of this petition to the clerk of the assessing unit, or if there by no such clerk, then to the officer who performs the customary duties of that official. (f) I will mail by regular mail within 10 (ten) days after the filing of the Petition with the County Clerk one (1) copy of the Petition to: (1) The clerk of the school district(s)* within which the real property is located, or if there be no clerk or the name and address cannot be obtained, then to a trustee, (2) The treasurer of the county in which the property is located, and (3) The assessor, or, the chairman of the board of assessors (4) The clerk of the village, where the village has ceased being an assessing unit in accordance with Real Property Tax law § 1402(3), if the assessment to be reviewed is on a parcel located within such village. I certify that all statements made on this application are true and correct to the best of my knowledge and belief, and I understand that the making of any willful false statement of material fact herein will subject me to the provisions of the Penal law relevant to the making and filing of false instruments. Signature of owner or representative Check here if evening hearing is desired ☐ (*NOTE: You are not required to file with the Buffalo City School District, the Rochester City School District, the Syracuse City School District or the Yonkers City School District.) 4 of 4