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HomeMy WebLinkAboutContract 31218 CITY SECRETARY r� -ONTRACT NO ASSIGNMENT OF TATS. ABATEMENT AGREEMENT This Assignment of Tax Abatement Agree is made and entered into by and between Edward Prioleau, and Condie Prioleau ("Assignor") and Purchaser, ("Assignee") and the City of Fort Worth, ("City") RECITALS A. Edward Prioleau, and Condie Prioleau ("Owner") and the City of Fort Worth, Texas (the "City") entered into that certain Tax Abatement Agreement ("Agreement") for Property Located property address ("Property") which is located @1329 E. Powell Avenue, Fort Worth, TX 76104* such Agreement approved by the City Council of Fort Worth September 16, 2003 City Secretary Contract Nuntbt?V c,35i ("Agreement"): B. Section 5 of the Agreement permits Assignor to assign all of its rights tinder the Agreement to Assipee, without obtaining the prior consent of the City Council C. Pursuant to that certain Special Warranty Decd dated as of January 7, 2005 , recorded under Tarrant County Deed Records, .Instrument Ntunber Assignor conveyed the Property to purchaser and Assignee acquired title to the real property which is the subject of the Agreement. *Lot 23, Block 9, of Vickery Southeast Addition, an addition to the City of Fort Worth, Tarrant County, Texas AGREEMENT NOW THEREFORE, in consideration of the mutual terms and conditions herein contained and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereby agree as follows: 1. Assignment. Assignor hereby ASSIGNS, TRANSFERS AND CONVEYS all rights, duties, obligations, title and interest tinder the Agreement to Assignee. 2. Acceptance. Assignee hereby accepts the Assignment granted herein. and assumes all of Assignor's rights, duties and obligations arising under the Agreement. 3. Effective Date. The effective date of this Assignment is January 7, 2005 ("Effective Date"). All rights, duties and obligations under the Agreement arising, accruing or relating to the period before the Effective Date are allocated to Assignor and all rights, duties and obligations arising, accruing or relating to the period thereafter shall be allocated to Assignee. 4. Release and Surrender of Assi rg�.or" Except as other-wise expressly set forth in this Assignment; Assignor will be discharged from any and all further obligations under X VON 01-20-05P12 ' 02 RCVD �, '`` G��t, the Agreement as of the Effective Date. Assignor must surrender the Property to the Assignee on or before 11.59 p. m. on the date prior to the Effective Date in its present condition. Assignor relinquishes any right to any improvements, fixtures or equipment on the Property. 5. Representations. Assignor represents, warrarits and covenants with Assignee that as of the Effective Date, that Assignor is not in default under any of its obligations contained in the Agreement. 6. City of Fort Worth's Consent. City of Fort Worth hereby consents to this Assignment upon the terms and conditions set forth herein_ Unless and until. City of Fort Worth has executed this Assignment, this Assignment is of no effect. The consent granted hereju should not be construed as consent to any further assignment except as provided in the Agreement. The failure or delay of City of Fort Worth in seeking to enforce any provisions of the Agreement or this Assignment should not be deemed a waiver of rights or remedies that City of Fort Worth may have, or a waiver of any subsequent breach of the terms and provisions therein or herein contained. 7. Notices. Any notice given by any party to anotber party hereto must be given in the manner required under the Agreement. The addresses set for-ill below supersede any addresses for notices set forth in the Agreement_ CITY OF FORT WORTH: City of Fort Worth Housing Department (NEZ) 1000 Throckmorton Fort Worth, Texas 76102 ASSIGNEE: Purchaser Curtis Anthony Johnson property address 1329 E. Powell Avenue Fort Worth, Texas 76104 ASSIGNOR: Edward Prioleau 3508 South Dr. Fort Worth, Texas 76109 8. SUCCCSSOr5_ Except as herein othenvisc provided, this Assignment will be binding upon and inure to the benefit of the parties, grad their respective hews, executors, administrators, successors and assigns. tlK + t5 9_ Co'uiterpws. This Assignment may be executed in multiple.counter pzats, each of which, once executed, will be an original and fully-binding on the parties so executing; and all such counterparts together constitute one and the same agreement. 10. Binding Offer. This Assignment will be not be binding until executed and delivered by all three parties. IN WITNESS WHEREOF, the parties have executed this Assignment as of the date first above written. ASSIGNOR: 4 si Hatt Name: Edward Prioleau Title: Owner l' signature ` Name: Condie Prioleau Title: Owner ASSIGNEE: Purchaser Purchaser Signa re vc. . )-/,"aA Name: __Curtis. Anthony Johnson i I 41 i�l•i1 41 YI.�Y�1 f Itll i ..•J���' � CITY OF FORT WORT 5 Dale Fisseler Assistant City Manager ATTEST: City Secretary APPROVFaD AS TO FORM AND LEGALITY: Cynthia arcia Assistant City Attorney N1 & C: C-19748 STATE OF TEXAS § COUNTY OF TARRANT § BEFORE ME, the undersigned authority, on this day personally appeared Dale Fisseler,Assistant City Manager of the CITY OF FORT WORTH, a municipal corporation, known to me to be the person and officer whose name is subscribed to the foregoing instrument, and acknowledged to the that the same was the act of the said CITY" OF FORT WORTH, TEXAS, a municipal corporation; that he was duly authorized to perform the same by appropriate Mayor and Council Communication of the City Council of the City of Fort Worth and that he executed the same as the act of the said City for the purposes and consideration therein expressed and in the capacity therein staled. GIVEN UNDER MY HAND AND SEAL OF OFFICE this 414 day of Notary Public in and for ROSELLABARNES the State of Texas NOTARY PUBLIC State of Texas Comm.Exp.03-31-2005 aha J STATE OF TEXAS § COUNTY OF TARRANT § B13FORE ME, the uthorit5 on this day personally appeared Edward Prioleau, ("Oivne < known to me be the person whose name is subscribed to the foregoing instiurnen , an acknowledged to me that he executed the same for the purposes and consideration therein expressed, in the capacity therein stated and as the act and deed of Owner. GIVEN ER MY JAND�AND SEAL OF O1ICE this day of Notar lic i a for _ �`" VICKI E. GAMEZ the State ofT as ' Notary lutAic r STATE OF TEXAS CN< My Comm Exp.09/28/2006 STATE OF TEXAS § COUNTY OF TARRANT § BEFORE ME, the uthority, on this day personally appeared Condit Prioleau, ("Owner" known to me o be the person whose naive i� subscribed to the foregoing instrument, an ac nowledged to me that he executed. the same for the purposes and consideration therein expressed, in the capacity therein stated and as the act and deed of Owner. ?Not VEN C7ND MY HAND AND SEAL OF OFFICE this / of WYblic ' 1 an for f � VICKI E. GAMEZof T as * * Notary Public STATE OF TEXAS My Gunim Exp 09128!20116 x� a az 4 f 6 1 y • .t STATE OF TEXAS § COUNTY OF TARRANT § BEFORE ME, the undersigned authority, o t is day so ly appeared J Curtis Anthony Johnso�rchaser, kno�rn to me to be the person w lose name is subscribed to the foregoing instrument, and acknowledged to me that he executed the same for the purposes and consideration therein expressed, in the capacity therein stated. GIVEN ER MY H elD SEAL OF OFFICE this day of -. IC.KI E.G Notar ublic and or , �TArF or TEAS t e State of T xas > DOCIT Y M C17-I 11 Is•17 City of Fort Worth, Texas "Agar And Council coms"Unication DATE REFERENCE NUMBER LOG NAME PAGE 9/16/03 **C-19748 05PRIOLEAUTAAG 1 of 2 SUBJECT APPROVAL OF TAX ABATEMENT AGREEMENT WITH EDWARD PRIOLEAU FOR 6 SCATTERED PROPERTIES LOCATED IN THE EVANS/ROSEDALE NEIGHBORHOOD EMPOWERMENT ZONE RECOMMENDATION: It is recommended that the City Council: 1. Approve a five-year Municipal Property Tax Abatement for 6 properties listed on Exhibit "A", owned by Edward Prioleau and located in the Evans/Rosedale Neighborhood Empowerment Zone (NEZ); and 2. Find that the statements set forth in the recitals of the attached Tax Abatement Agreement (the Agreement) with Edward Prioleau are true and correct; and 3. Authorize the City Manager to enter into a separate Tax Abatement Agreement with Edward Prioleau for each one of the properties listed on Exhibit "A" in accordance with the NEZ Tax Abatement Policy and Basic Incentives. DISCUSSION: Edward Prioleau is the owner of the 6 properties listed in Exhibit "A". The properties are located in the Evans/Rosedale NEZ and Neighborhood Empowerment Reinvestment Zone No. 4. Mr. Prioleau applied for a five-year municipal property tax abatement under the NEZ Basic Incentives (M&C G- 13208 R, M&C G-13580 and M&C G-13662, as amended). The Housing Department has reviewed the application and certified that the properties meet the eligibility criteria to receive NEZ municipal property tax abatement. The NEZ Basic Incentives offers a five-year municipal property tax abatement on the increased value of improvements to the qualified owner of any new home constructed within a NEZ. Mr. Prioleau will invest at a minimum $390,000 to construct 6 single-family homes in the Evans/Rosedale NEZ. A description of the homes to be constructed is attached as Exhibit "B". The form of the Tax Abatement Agreement is attached as Exhibit "C". Upon execution of the Agreement, the total assessed value of the home used for calculating municipal property tax will be frozen for a five-year period, starting on January 1, 2004, at the pre-improvement value as defined by the Tarrant Appraisal District (TAD) on January 1, 2003, for each property as follows: Pre-improvement TAD Value of Improvements $0 Pre-improvement Estimated Value of Land $2,000 Total Pre-improvement Estimated Value $2,000 The municipal property tax on the improved value of the homes is estimated at $454 per year on each property for a total of $13,620 over the five-year period for the six homes. However, this estimate may be different from the actual tax abatement value, which will be calculated based on the TAD appraised value of the property. City of Fort Worth, Texas "agar and 4:0u"Cil Communication DATE REFERENCE NUMBER LOG NAME PAGE 9/16/03 **C-19748 05PRIOLEAUTAAG 2 of 2 SUBJECT APPROVAL OF TAX ABATEMENT AGREEMENT WITH EDWARD PRIOLEAU FOR 6 SCATTERED PROPERTIES LOCATED IN THE EVANS/ROSEDALE NEIGHBORHOOD EMPOWERMENT ZONE Upon the sale of the home to the homeowner, the Agreement will be assigned to the new owner so long as the new owner meets all eligible criteria as stated in the NEZ Tax Abatement Policy and Basic Incentives. The Tax Abatement Agreement provides that the Agreement may be assigned without subsequent City Council approval to Edward Prioleau's first mortgagee, or to a homeowner who will use the required improvements as his/her primary residence or the homeowner's mortgagee. All other assignments must be approved by the City Council. FISCAL INFORMATION/CERTIFICATION: The Finance Director certifies that this action will have no material effect on City funds. RR:r Submitted for City Manager's FUND I ACCOUNT CENTER AMOUNT CITY SECRETARY Office by: (to) Reid Rector 6140 Originating Department Head: Jerome Walker 7537 (from) APPROVED 09/16/03 Additional Information Contact: Jerome Walker 7537