HomeMy WebLinkAboutTuscany Hills Mello-Roos tax (CDF 90-2)From:Timothy J. Sheridan
To:Joe Nelson
Cc:Jason Simpson; Jovanny Huerta
Subject:Re: [External]Tuscany Hills Mello-Roos tax (CDF 90-2)
Date:Thursday, November 21, 2024 2:55:20 PM
Hello sir -
Here are the answers to your questions:
Can you please let me know how the city is addressing Mr. Kilroy's
inquiry?
As I noted yesterday, Mr. Kilroy reached out about CDF issue on Friday, November 8, 2024.
I responded to him that very day. I told him that I would look into the matter and respond
back. On Thursday, November 14, 2024, I independently reached out to him again and said
that I was still awaiting information on the issue. Yesterday morning, Wednesday, November
20, he emailed me again. I responded and indicated that we were still working on it.
Late yesterday afternoon, Wednesday, November 20, I received information that he was
correct. I sent him an email informing him. Afterward, I told you as well.
All told, from the time that the issue was brought to our attention, until yesterday when we
completed our review of the inquiry and responded back to Mr. Kilroy, it took just 8 business
days. While we never want to see issues like this arise, we worked diligently and quickly to
address the issue. Please keep in mind that our inquiry included working with the City’s Tax
Administrator, which is a separate company, and the County as well.
Was a mistake by the city and its staff made?
There was a mistake made somewhere along the way. However, as soon as learned about it,
we began the process of addressing it. As noted above, we got to the correct resolution within
8 business days.
If so, will the City Council need to rescind this action taken on June
25? If so, when?
No, the City Council, as the Successor Agency to the Redevelopment Agency, is required by
the county of Riverside to provide a certified Resolution to the County each year to confirm
special taxes for the property tax roll for CFD No. 90-2. We did this year on June 25, 2024.
Since it is the original Ordinance adopted on December 11, 1990 that provides for the
authorization of the levy and adjustments, we do not need to take any further action on the
Resolution.
Equally importantly, it is important to recognize that the Resolution did not create a new tax.
It was considered and passed to meet County requirements only.
Ordinance No. RDA 1 entitled "An Ordinance of the Governing Board of the
Redevelopment Agency of the City of Lake Elsinore Levying Special Taxes Within the
Redevelopment Agency of the City of Lake Elsinore Community Facilities District No. 90-2
Tuscany Hills Public Improvements)", was adopted on December 11, 1990.
How much of this tax has the city already collected from these
affected residents?
I am told that four homeowners have already paid the tax. All told, 424 homeowners received
incorrect tax bills. They will all receive new tax bills in the very near future. I am also told
that the updated tax bills for the homeowners in question are already online.
Will they be refunded whatever they may have paid?
The four homeowners that have already paid the tax will receive a refund. I do not know the
timeline for the refunds as I write this.
Timothy J Sheridan
Council Member, District 3
City of Lake Elsinore
On Nov 20, 2024, at 5:32 PM, Joe Nelson <jnelson@scng.com> wrote:
OK, thank you for clarifying!
Will talk to you tomorrow!
Best!
Joe Nelson
Investigative Reporter
Southern California News Groups
951-533-9103
On Wed, Nov 20, 2024 at 5:30 PM Timothy J. Sheridan <tsheridan@lake-
elsinore.org> wrote:
Hello Mr. Nelson-
I intend to do so and before your deadline tomorrow. However, I am awaiting
additional information so that I can fully understand what happened before I do
so.
With that said, and because I have now informed Mr. Kilroy, I can also say that
he was correct. There are a number of homeowners who will be receiving
revised tax bills and refunds if the homeowners in question have already paid
the tax bill.
As noted above, as soon as I receive a briefing on the matter, I will respond
back. Thank you-
Timothy J Sheridan
Council Member, District 3
City of Lake Elsinore
On Nov 20, 2024, at 8:18 PM, Joe Nelson <jnelson@scng.com>
wrote:
Well, are you going to respond to my questions too?
Please respond.
Thank you!
Joe Nelson
Investigative Reporter
Southern California News Groups
951-533-9103
On Wed, Nov 20, 2024 at 4:49 PM Timothy J. Sheridan
tsheridan@lake-elsinore.org> wrote:
Hello Mr. Nelson -
Thank you for your email. As you indicated, Mr. Kilroy reached
out about CDF issue. He did so on November 8, 2024. I
responded to him that very day. I told him that I would look into
the matter and respond back. On Thursday, November 14, 2024,
I reached out to him again and said that I was still awaiting
information on the issue. This morning, he emailed me again. I
responded and indicated that we were still working on it.
A little while ago, i received the answer and I will be responding
to him immediately.
Thank you-
Timothy J Sheridan
Council Member, District 3
City of Lake Elsinore
On Nov 20, 2024, at 6:58 PM, Joe Nelson
jnelson@scng.com> wrote:
Message from external sender. Use Caution.
Good afternoon!
I am a reporter for the Southern California News
Group. I write mainly for The Press Enterprise, San
Bernardino Sun and Inland Valley Daily Bulletin.
I spoke to Mr. Pat Kilroy, a Tuscany Hills
resident, today. He said his latest property tax bill
included a fee of $2,163.38 for the CFD 90-2 Mello-
Roos tax levied by the city in 2007 for infrastructure
improvements in the Tuscany Hills housing tract.
According to the city's annual report, this tax
matured on Oct. 1, 2024. But on June 25, 2024, the
City Council approved a tax levy of $885,115.10 on
424 Tuscany Hills' residents. However, according to
the city annual report's debt service schedule, it
shows no payments were due on this tax after Oct. 1,
2024, as it came to maturity.
Mr. Kilroy said he reached out and spoke to
Councilmember Timothy Sheridan and the City
Clerk about two weeks ago on this issue, but hasn't
been provided any update on what the city is doing
or plans to do in following up on his inquiry. He said
he plans to attend Tuesday's City Council meeting to
address this, and is circulating a letter to
neighborhood residents informing them of the issue
and Tuesday's Council meeting.
Questions:
Can you please let me know how the city is
addressing Mr. Kilroy's inquiry? Was a mistake by
the city and its staff made? If so, will the City
Council need to rescind this action taken on June 25?
If so, when?
How much of this tax has the city already collected
from these affected residents? Will they be refunded
whatever they may have paid?
My dDeadline is 5 p.m. Thursday, Nov. 21.
Thank you for your assistance!
Sincerely,
Joe Nelson
Investigative Reporter
Southern California News Groups
951-533-9103