HomeMy Public PortalAbout20-2003-20 40 SCANNED
RESOLUTION NO. 2003-20
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A RESOLUTION AFFIRMING
HEARTLAND AUTOMOTIVE LLC (1997 Expansion)
OF COMPLIANCE WITH STATEMENTS OF BENEFITS
WHEREAS,Heartland Automotive LLC has heretofore been granted certain tax abatements
in consideration of certain benefits for the City of Greencastle; and,
WHEREAS,said company has submitted a from CF-1 as ofMarch 1,2003 for tax abatement
granted in 1997; and
WHEREAS,the Greencastle Common Council has reviewed the CF-1 form,a copy of which
is attached hereto, and has found compliance with the Statements of Benefits as approved by the
Greencastle Common Council;
NOW THEREFORE BE IT RESOLVED that the Common Council of the City of
Greencastle,Putnam County, Indiana, approves the CF-1 form as submitted as being in compliance
with the Statements of Benefits previously filed by Heartland Automotive LLC.
BE IT FURTHER RESOLVED that this Resolution of the Greencastle Common Council be
made a record and filed along with the CF-1 form with the Putnam County Auditor.
PASSED by the Common Council of the City of Greencastle at its regular meeting this 13th
day of May, 2003.
COMMON COUNCIL OF THE CITY OF GREENCASTLE, INDIANA
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Approved and signed by me this 13th day of May, 2003 • p.m. o'clock.
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Nancy A. 'chael, Mayor
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^, Pamela S. Jones, Clerk T i. rer
> COMPLIANCE WITH STATEMENT OF BENEFITS FORM
4l, `� t State Form 44973(R4 /12-01) CF-1
"`b Prescribed by the Department of Local Government Finance
INSTRUCTIONS: 1. Property owners whose Statement of Benefits was approved after June 30, 1991 must file this form with the County Auditor and the
local Designating Body to show the extent to which there has been compliance with the Statement of Benefits. (This does not apply
to property located in a residentially distressed area). (IC 6-1.1-12.1-5.6)
2. If the deduction applies to Real Estate and Improvements,then this form must be filed with the initial deduction application and then
annually within sixty(60 days after the end of each year in which the deduction is applicable.
3. For New Manufacturing Equipment or New Research and Development Equipment,this form must be filed with Form 322 ERA/PP,ME,
or R and DE respectively between March 1 and May 15 of each year,unless a filing extension under IC 6-1.1-3.7 has been granted. A
person who obtains a filing extension must file between March 1 and the extended due date of each year.
4. With the approval of the designating body, compliance information for multiple projects may be consolidated on one(1)compliance
form(CF-1).
SECTION 1 TAXPAYER INFORMATION
Name of taxpayer
HEARTLAND AUTOMOTIVE, LLC
Address of taxpayer(street and number,city,state and ZIP code)
300 SOUTH WARREN DRIVE
GREENCASTLE. IN 46135-0648
Name of contact person Telephone number
RON nAVTS ( 765 ) 653-4263
SECTION 2 LOCATION AND DESCRIPTION OF PROPERTY
Name of designating body Resolution number
HEARTLAND AUTOMOTIVE, LLC 1997-11 & —12
Location of property 300 SOUTH WARREN DRIVE County Taxing district
GREENCASTLE. IN 46315-0648 PUTNAM GRF.ENCASTLF. CT
Description of real property improvements and/or new manufacturing equipment,or new research and development Estimated starting date
equipment to be acquired
45,000 SQUARE FOOT BUILDING ADDITION AND NEW MANUFACTURING 04mateed/completion
Estimadate
EQUIPMENT SHOWN ON ATTACHED LISTING 03/01/2000
SECTION 3 EMPLOYEES AND SALARIES •s Estimated on SBA Actual
Current number of employees 262 467
Salaries
Number of employees retained 6,200,000 12,009,933
Salaries 262 262
Number of additional employees 6,200,000 6,200,000
Salaries
5,809,933
SECTION 4 COST AND VALUES I Real Estate Improvements I . i•. • ea •.u•, . i.r •
As Estimated on SB•i
Assessed Value F ri Assessed Value _ r :st , , Assessed Value
Values before project 2,827,816 641,120 .17,988,28. 1.127.090
Plus: Values of proposed project 2.500.000 700,000 8,229,00 822,900
Less: Values of any property being replaced
Net values upon completion of project •• l• . ••
• • ,
Actual t` ? Assessed Value -- Assessed Value k Assessed Value
Values before project i,827,816 641,120 17,988,28. TO BE PROV l ED ON FORM
Plus: Values of proposed project 2,512,85.. 314.150 8,321,21• 322 ERA/PPME DUE ON ' 05/15/03
Less: Values of any property being replaced OR LATER IF AN EXTENSION
Net values upon completion of project 5,340,667 110131410 26,309,49 IS GRANTED
NOTE:The COST of the property is confidential pursuant to IC 6-1.1-12.1-5.6(d).
SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER As Estimated on SB-1 Actual
Amount of solid waste converted
Amount of hazardous waste converted
Other benefits:
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in this statement are true.
Signature of authorized representative Title Date signed(mo.,day,yr.)
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FOR USE OF THE DESIGNATING BODY
INSTRUCTIONS: (IC 6-1.1-12.1-5.9)
1. Within forty-five(45)days after receipt of this form,the designating body may determine whether or not the property owner has substantially complied with
the Statement of Benefits.
2. if the property owner is found NOT to be in substantial compliance,the designating body shall send the property owner written notice.The notice must include
the reasons for the determination and the date,time and place of a hearing to be conducted by the designating body.If a notice is mailed to a property owner
for new manufacturing equipment and l or research and development equipment,a copy of the written notice shall be sent to the State Board of Tax
Commissioners.
3. Based on the information presented at the hearing,the designating body shall determine whether or not the property owner has made reasonable effort to
substantially comply with the Statement of Benefits.
4. If the designating body determines that the property owner has NOT made reasonable effort to comply,then the designating body shall adopt a resolution
terminating the deduction. The designating body shall immediately mail a certified copy of the resolution to:(1)the property owner,(2)the County Auditor,
and(3)the State Board of Tax Commissioners.
We have reviewed the CF-1 and find that:
GS the property owner IS in substantial compliance
❑ the property owner IS NOT in substantial compliance
❑ other(specify)
Reasons for the determination(attach additional sheets if necessary)
Signaturb of authorized mber/ Date signed(month,day,year)
/�(��� Nancy A. Michael, Mayor May 13, 2003
ed by Designating body
')Q,i'amela S . Jones, Clerk=Treasurer Greencastle City Counci_
If the property o e is ound not to be in substantial compliance,the property owner shall receive the opportunity for a hearing.The
following date and ti has been set aside for the purpose of considering compliance.
Time of hearing Date of hearing Location of hearing
❑ AM ❑ PM
HEARING RESULTS(to be completed after the hearing)
❑ Approved ❑ Denied(see instruction 4 above)
Reasons for the determination(attach additional sheets if necessary)
Signature of authorized member Date signed(month,day,year)
Attested by: Designating body
APPEAL RIGHTS[IC 6-1.1-12.1-5.9(e)]
A property owner whose deduction is denied by the designating body may appeal the designating body's decision by filing a complaint
in the office of the Circuit or Superior Court together with a bond conditioned to pay the costs of the appeal if the appeal is determined
against the property owner.
. y
KPMG
2400 First Indiana Plaza .. Telephone 317 636 5592
135 North Pennsylvania Street Fax 317 635 3314
Indianapolis,IN 46204-2452
February 25, 2003
Attn: Excise and Abatement Deputy Greencastle Common Council
Putnam County Auditor do Clerk Treasurer
Courthouse P. O.Box 607
One West Washington Street. Greencastle,IN 46135
Greencastle,IN 46135
Dear Sir/Madam:.
Please find enclosed Heartland Automotive LLC's ("Heartland")Form CF-1 for
Resolution number 1997-11 &-12 and Resolution number 2000-18. Heartland has not
received all of the information necessary to fully complete their forms(i.e. Form 11).
The CF-ls will be originally submitted to meet the February 28th due date and will be
subsequently revised and finalized with the filing of Forms 332 ERA and/or ERA/PPME.
. If you have any questions or concerns,please contact me at(317)951-2437. Thank you
for your assistance in this matter.
Very truly yours,
KPMG LLP
•
• Kevin J. Kovacs
Tax Manager
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•
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KPMG LIP KPMG UP a US.knifed Wilily.,., memberPPMG International Swisspartnership,a of association.