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Sanibel's Finances to Be Scrutinized No Bias Found in Assessment Process

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Sanibel's Finances to Be Scrutinized No Bias Found in Assessment Process INDEX Arts & Leisure 5B happening around the islands At Large 5A Bridae 4C Business ?B Classifieds 5C Commentary 1C Crossword 5C Sanibel Seniors Election results Environment 1B Permits 5C Islanders enjoy Sanibel, Captiva Police Beat 2A Scuba Scoop 4A activities of special voters mark Weather Watch 4A community program primary ballots 10B Since 1961 Still first on Sanibel and Captiva VOL. 31, NO. 36 TUESDAY, SEPT. 8, 1992 THREE SECTIONS, 32 PAGES 50 CENTS Sanibel's finances to be scrutinized By Frances Adams Islander staff writer The city of Sanibel's moolah - major and minor -- will be figuratively "out on the table" this coming Saturday, Sept. 12. That's when the five city councilmen, with the help of the city staff and residents, will decide how much to spend and where it will be spent, or vice versa. Unlike personal budgets, wherein there's a set amount to spend and the basic decisions to make are how to spend -it, -governmental budgets have more variables in revenues and expenditures - and how many services or "things" are needed or wanted usually dictates how much will be spent. The big questions to be answered this Saturday are: How much will Sanibel taxpayers have to shell out this year? And, for what? According to the proposed budget document for 1992- 93, if spending remains about the same as last year, is- landers will have to dig a little deeper in their pockets. Ad valorem (property) taxes are proposed to be increas- ing 23.57 percent above the rolled-back rate, basically be- cause of the general state of the economy: a reduction in the available beginning fund balance because of revenue Photo by PAUL COTE shortfalls in fiscal year 1991-92 caused by economic fac- A hazy day on Sanibel tors; and the expectation of reduced revenues from sales tax, gas tax, state revenue sharing and cigarette tax in fis- The islands aren't always perfectly bright and sunny, as this picture attests. Early morning, cal year 1992-93 caused by the same economic factors. hazy conditions occur occasionally, giving residents and visitors a brief break from "the 11 The city's major source of revenue continues to be usual. property taxes. In fiscal year 1992-93, $5,551,306 (or 36 percent) of the city's net funding sources will come from Volunteers conduct study, save city $50,000 property taxes. Two elements — assessed valuations and millage rate - are necessary to produce this revenue. The 1992 assessed value of Sanibel Island properties No bias found in assessment process (set by the Lee County property appraiser) is 1.4 percent By Frances Adams Their studies did reveal, however, that the impact of the over the 1991 valuations. The gross taxable value of islander staff writer Homestead Exemption on homes of different values has a Sanibel for 1992 is $1,899,116,090; in 1991 it was The volunteer efforts of two Sanibel statisticians has re- significant effect on the final tax to the owner. The prob- $1,853,373,520. The Sanibel City Council, however, has sulted in a savings of at least $50,000 to island taxpayers. lem was evident when taxable values of properties in nothing to say about the assessment of Sanibel's proper- That is the estimated cost for the city to hire a profes- Sanibel, Cape Coral, Fort Myers and Lee County were ties. sional consultant to examine the practices of the Lee compared with the percent of assessed value actually tax- Sanibel's millage rate in 1991-92 was 2.3982; the pro- County property appraiser to determine if they are being able. For example: posed 1992-93 millage rate is 2.9231 mills. A 2.9231 fairly applied to all communities. The city was ready to do Property on Sanibel with an assessed value of millage rate applied to property with a taxable valuation just that; the expenditure was proposed in the "Big Ticket" $267,727, less the $25,000 Homestead Exemption, has a of $250,000 would generate $730.78 in tax (2.9231 x budget workshops earlier this summer, and the $50,000 taxable value of $242,727. The percent of assessed value 250). The Sanibel City Council has everything to say expenditure is included in the proposed 1992-93 budget. actually taxable is 90.7 percent. about millage rate. Now it is a line item likely to be cut during the upcoming Property on Cape Coral with an assessed value of The council's duty now: somehow cut expenses budget hearing on Saturday, Sept. 12. $75,069, less the $25,000 Homestead Exemption, has a (without sacrificing services), make up for revenue short- After a month of intense study, Ida Lalor and Jerry taxable value of $50,069. The percent of assessed value falls and lessen that probable tax increase for Sanibel Kearns have concluded there is no bias in the way the ap- actually taxable is 66.7 percent. property owners. praisal regulations are applied in Lee County. They com- In reality, one property could have a value five times Sanibel's proposed net budget for 1992-93 totals pared 1991 qualified sales to 1992 assessments on Sani- the other, but could have a tax bill nine times higher. $15,156,552. This is $262,465 (or 1.7 percent) less than bel, Cape Coral, Fort Myers and the unincorporated areas Given that result, Lalor and Kearns say, it is reasonable to last year's amended net budget of $15,419,071 (but last of Lee County and found no substantial differences. Lalor assume that one would put blame on the assessed values year's adopted net budget in September was $13,904,735). and Kearns found the assessments for all the areas clus- when, in fact, it is an effect of the Homestead Exemption. The beginning fund balance (the year-to-year accumula- tered around the 95 percent level. After reporting their findings to the City Council at its tion of earned revenues which is carried forward to provide Lalor and Kearns also conducted another study which il- Sept. 1 meeting, Councilman Jerry Muench summarized the funds necessary for the operation of the city during the lustrated the effect of location on the value of property the council's (and probably Lee County Property Ap- first months of the fiscal year before the distribution of within Sanibel and between locations (the same house praiser Ken Wilkinson's) feelings well: would be assessed more in a gulf-front location than at an "We owe you guys a big, big, big thank-you." Piease see FINANCES, page 11A inland location). < CM All the following information came directly from having an expired tag. Sanibel Police Department reports. POLICE BEAT A Sanibel wornan complained on Sept. 1 that her Anthony Jordan of Sanibel turned himself in and was ar- former husband, whom she does not want any contact rested at about 5:30 p.m. on Monday, Aug. 31, after a with, keeps writing her letters. < May 7 bench warrant for his arrest was reactivated. The (A warrant was issued by Judge Hugh S tames as a result of 1 0 alleged disrespectful calls to Judge Starnes office by Therese M. Taphorn of Milford, Ohio, was charged on Jordan in regard to a civil suit. Jordan allegedly made 10 away from him before he got hurt. Jordan went to a phone Tuesday, Sept. 1, with following too close after she was calls during two days in March and three calls in April. and called police. He allegedly complained about involved in a Periwinkle Way accident. Jordan was also involved in two other incidents on Aug. "crackers" swinging shovels at him. However, when po- 31. At about 12:30 p.m. he allegedly swore at firemen on lice arrived Jordan told them that everything would be OK an assistance call on Sanibel-Captiva Road. The police re- if people would not stare at him, according to the police The groundskeeper at a Royal Poinciana Drive residence port said Jordan had ridden past the firemen on his bicycle report. complained Sept. 1 that somebody has been dumping while he was swearing. It also noted that this has been an palm clippings in the utility shed of the residence. A ongoing problem between Jordan and the fire department. A man called a Sanibel store collect on Wednesday, neighbor later called police to say that the matter is being The other incident happened at about 9:32 a.m. when Sept. 2, saying he was from another store in the chain. straightened out. Jordan, who was on his bicycle, accused two men working When the call was accepted by the female clerk, the man on the Tarpon Bay Road bike path of staring at him. asked her questions, some of which were graphic. He then John Michael Schiattone of Fort Myers was charged on Jordan allegedly used obscene language. One of the men, told her he would be in the store on Wednesday and, if she Sept. 1 with going 43 mph in the school zone in front of I who was holding a shovel, allegedly told Jordan to get was wearing tight jeans, he would give her $50. She hung Sanibel Elementary School. .1 up on him. She also refused to accept the next eight at- tempts he made to call the store collect. She asked police A New Jersey man lost his wallet at the Beachview for increased patrols. Golf Course on Aug. 31. Rolex Owners A complaint was received by police at 8:35 p.m.
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