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Hy-Vee, Inc. 2025 Property Tax Appeal Stipulation of Settlement Notice Copyrighted May 4, 2026 City of Dubuque CONSENT ITEMS # 7. City Council ITEM TITLE: Hy-Vee, Inc. 2025 Property Tax Appeal Stipulation of Settlement Notice SUMMARY: Senior Council transmitting notice of a Stipulation of Settlement for a 2025 property tax appeal filed by Hy-Vee, Inc for their properties located at 2395 NW Arterial and 300 and 400 S. Locust Street, both in Dubuque, lowa. SUGGUESTED Receive and File DISPOSITION: ATTACHMENTS: 1. HyVee Settlement 117395 2. HyVee Agenda Settlement 117400 Page 123 of 668 iiv Ti-iE iGwA uiSTKiCT c;OUKT F�K uUBUc�UE ��iUf�TY ) HY-VEE, INC., ) ) Piaintiff-Appellant, ) ) vs. ) Case No. EQCV117395 ) CITY OF DUBUQUE ) BOARD OF REVIEW. ) ) Defendant-Appellee. ) ) NOTICE OF VOLUNTARY SETTLEMENT TO: City of Dubuque, lowa County of Dubuque, lowa Dubuque Community School District Northeast lowa Community College Dubuque County Hospital Dubuque County Agricultural Extension Service Conference Board of the City of Dubuque YOU ARE HEREBY NOTIFIED, pursuant to lowa Code Section 441 .44 that the above-named Plaintiff and the Dubuque City Board of Review, Defendant, have entered into a voluntary settlement of this assessment appeal. A copy of the proposed Stipulation of Settlement is attached hereto. This Stipulation of Settlement will be presented to the above-named Court for approval after fourteen days from the date of this Notice. Sf Dated this 2-� day of���— , 2026. City of Dubuque Board of Review, Defendant r By Barfy A. Lindahl, Esq. City Attorney Suite 330, Harbor View Place 300 Main Street Page 124 of 668 i � � I 1 4 I Dubuque, IA 5200'i-6944 ; (563) 583-4113 . -- __ __ . _ -- - f _ ___ __ _ _ __ __ ____ � i � , i , i ; i ; . - ... . . . . . . ... . f 1 I 1 I 1 1 I Page 125 of 668 � IN THE IOWA DISTRICT COURT FOR DUBUQUE COUNTY ) HY_VE�; I(�C.� ) ) PlaintifF-Appellant, ) ) vs. ) Case No. EQCV117395 ) CITY OF DUBUQUE ) BOARD OF REVIEW. ) ) Defendant-Appellee. ) ) STIPULATION OF SETTLEMENT Plaintiff-Appellant, Hy-Vee, Inc. and Defendant-Appellee, City of Dubuque Board of Review, state to the Court that the pending litigation with regard to the tax assessment for the following-described property as of January 1, 2025: (Parcel No. 1017476005) has been settled and agreed upon as follows: Valuation: Land $2,367,000.00 Buildings $4,360,500.00 Total $6,727,500.00 It is further agreed that the Va�uation of $6,727,500.00 shall be effective for January 1, 2025 and January 1, 2026. It is further agreed that upon entry of a Court Order confirming the above settlement, the above pending litigation shall be dismissed with prejudice, and the costs shall be paid by Plaintiffs. ;.�;�.�i�':. Dated this� day of ��«-- , 2026. HY-VEE, INC. CITY OF DUBUQUE BOARD OF REVIEW Page 126 of 668 By: �R By: � Brett R. Marshall, Esq. Barr A. Lindahl, Esq. Attorney for Hy-Vee, Inc. Suite 330, Harbor View Place 300 Main Street Dubuque, IA 52001-6944 (563) 583-4113 Counsel for the City of Dubuque Board of Review 2 Page 127 of 668 THE CITY OF Dubuque Sarry A. Lindahl, Esq. � Senior Counsel Suite 330, Harbor View Place T 1�1-�crinCiry 300 N[ain Street U R �j �I '� Dubuque, [owa 52001-694=1 L L I I (563)583-4113 ofiice c563�Ss3-►o�o ea� Masterpiece on the Mississippi Z0°'�Z°12 balesq(cr�citvofdubuque o� 2013•2oi7 Office Hours: 3:00 A�t—5:00 Pi�l,T-W-Th 8:00 A�I— I 2:00 PYI,F AGENDA LETTER April 15, 2026 Mayor and Members of the City Council President of the Board of Directors of the City of Dubuque Northeast lowa Community College City Hall P.O. Box 400 50 West 13th Street Calmar, IA 52132 Dubuque, IA 52001 Chairperson of the Chairperson of the Board of Trustees Dubuque County Board of Supervisors Dubuque County Hospital Dubuque County Courthouse Sunnycrest Manor 720 Central Avenue 2375 Roosevelt Street Dubuque, IA 52001 Dubuque, IA 52001 Chairperson of the School Board Chairperson of the Council of the Dubuque Community School District Dubuque County Agricultural Extension Central Administration Offices Service 2300 Chaney Road 14858 West Ridge Lane, Suite 2 Dubuque, IA 52001 Dubuque, IA 52003 Chairperson of the Conference Board of the City of Dubuque City Hall 50 West 13th Street Dubuque, IA 52001 RE: Hy Vee Inc vs. City of Dubuque Board of Review 2025 Property Tax Appeal District Court for Dubuque County Case No. EQCV117395 Enclosed is a copy of the Stipulation of Settlement regarding a tax assessment appeal filed by Hy-Vee, Inc. with the District Court for Dubuque County, lowa Code Sec. 441.44 requires that the Stipulation of Settlement be served upon each of you. Page 128 of 668 There is one property that is the subject of this appeal. The appeal is for the January 1, 2025, assessed value. Details of Property The property is located at 2395 NW Arterial, Dubuque lowa, it is owned by Lambro Dubuque LLC and operated by Hy Vee Supermarket. The land area of the property is 9.56 acres and is located on the west side of the NW Arterial and north of Asbury Road. It was improved with a one-story building built in 1999 and expanded in 2006 with a total building area of 78,134 square feet. 2025 Appeal Hy Vee filed a protest with the City of Dubuque Board of Review in April 2025 appealing to the 2025 assessment of$7,264,700. The prior 2024 assessment was $5,750,000. The nr�test claimee� the m�rket value tc� be $3;632;40Q. After oresenting evidence during the Board of Review hearing, the petitioner requested a value of $6,307,300. The Board did not change the 2025 value. Hy Vee filed a District Court appeal. Proposed Settlement After each party submitted appraisals, discussion ensued between them regarding a settlement. The parties have reached a proposed settlement agreement. The tentative settlement is for an assessed value for January 1, 2025, and January 1, 2026, of $6,727,500. Pursuant to the Stipulation of Settlement the appeal will be dismissed, and the assessed value will be adjusted to $6,727,500 for 2025 and 2026. The value for 2025 and 2026 will be apportioned as follows: Land $2,367,000 _ Buildinq $4 360 500 Total Value $6,727,500 The proposed settlement will be presented to the lowa District Court for Dubuque County after fourteen (14) days from the date indicated on the attached Notice of Voluntary Settlement. If there are any objections to the settlement they should be made known to the Court prior to that time. If you have any questions about the proposed settlement, please contact City Assessor Troy Patzner at (563) 589- 416. Very sincerely, Ba� A. Lindahl, Esq. Se�r Counsel Enclosure Attachment cc: Michael C. Van Milligen, City Manager 2 Page 129 of 668 I • . I ' � � � i fAdr9enne N. Breifelder, City Clerk � Troy Patzner, Cifiy Assessor _----_ _ ___--- _ _____ _ _ , � � ! � ' i . ; � . _ � ----- —�.�------------ _—. ' 3 Page 130 of 668 IN THE IOiI'Ji� GISTRICT C�UF'cT FO� DUBUC�UE COU��T�' ) HY-VEE, INC., � ) Plaintiff-Appellant, ) ) vs. ) Case No. EQCV117400 ) CITY OF DUBUQUE ) BOARD OF REVIEW. ) ) Defendant-Appellee. ) ) NOTICE OF VOLUNTARY SETTLEMENT TO: City of Dubuque, lowa County of Dubuque, lowa Dubuque Community School District Northeast lowa Community College Dubuque County Hospital Dubuque County Agricultural Extension Service Conference Board of the City of Dubuque YOU ARE HEREBY NOTIFIED, pursuant to lowa Code Section 441 .44 that the above-named Plaintiff and the Dubuque City Board of Review, Defendant, have entered into a voluntary settlement of this assessment appeal. A copy of the proposed Stipulation of Settlement is attached hereto. This Stipulation of Settlement will be presented to the above-named Court for approval after fourteen days from the date of this Notice. � r� Dated this �� day of ���- 2026. , City of Dubuque Board of Review, Defendant By �" Barry A. Lindahl, Esq. Senior Counsel Suite 330, Harbor View Place Page 131 of 668 i � , i � I I � 300 Main Street ; � __ _ _ _ _ _ _ ___ _ _. Dubuque,_� �20fl1-69_44_ __ _ _ _ _ - - ; {�63) 583-4113 I � ; � i � I ' ; i � , ; i i Page 132 of 668 ! IN THE IOWA DISTRICT COURT FOR DUBUQUE COUNTY ) HY-VEE, INC., � ) Plaintiff-Appellant, ) ) vs. ) Case No. EQCV117400 ) CITY OF DUBUQUE ) BOARD OF REVIEW. � ) Defendant-Appellee. ) ) STIPULATION OF SETTLEMENT Plaintiff-Appellant, Hy-Vee, Inc. and Defendant-Appellee, City of Dubuque Board of Review, state to the Court that the pending litigation with regard to the tax assessment for the following-described property as of January 1, 2025: (Parcel No. 1025477010) has been settled and agreed upon as follows: Valuation: Land $1,128,600.00 Buildings $6,262,900.00 Total $7,391,500.00 It is further agreed that the Valuation of $7,391,500.00 shali be effective for January 1, 2025 and January 1, 2026. It is further agreed that upon entry of a Court Order confirming the above settlement, the above pending litigation shall be dismissed with prejudice, and the costs shall be paid by Plaintiffs. Dated this� day of �lu�. , 2026. Page 133 of 668 NY-VEE, INC. CITY OF DUBUQUE BOARD OF REVIEW By: u` By: e R. Marshall, Esq. arry A. Lindahl, Esq. Attorney for Hy-Vee, Inc. Suite 330, Harbor View Place 00 Main Street Dubuque, IA 52001-6944 (563) 583-4113 Counsel for the City of Dubuque Board of Review 2 Page 134 of 668 Dubuque Bari•� A. Lindahl, I;sq. THE CTTY OF � Senior Counsel �II•ilolrinE�j Suite 330, Harbor View Place T T� � �,i: -,�I'�1 300 Main Street � �� Dubuque,Io�va 52001-694=1 (563)553-4113 oftice , , Zp�,2012 (563)583-1040 fax Mc�sterpiece on the Mississippi 2013•2oi7 balesq n,citvofdubuque.org Office Hours: 8:00 ANI—5:00 PVI,T-W-Th 8:00 AM— 12:00 P�I,F AGENDA LETTER April 15, 2026 Mayor and Members of the City Council President of the Board of Directors of the City of Dubuque Northeast lowa Community College City Hall P.O. Box 400 50 West 13th Street Calmar, IA 52132 Dubuque, IA 52001 Chairperson of the Chairperson of the Board of Trustees Dubuque County Board of Supervisors Dubuque County Hospital Dubuque County Courthouse Sunnycrest Manor 720 Central Avenue 2375 Roosevelt Street Dubuque, IA 52001 Dubuque, IA 52001 Chairperson of the School Board Chairperson of the Council of the Dubuque Community School District Dubuque County Agricultural Extension Central Administration Offices Service 2300 Chaney Road 14858 West Ridge Lane, Suite 2 Dubuque, IA 52001 Dubuque, IA 52003 Chairperson of the Conference Board of the City of Dubuque City Hall 50 West 13th Street Dubuque, IA 52001 RE: Hy Vee Inc vs. City of Dubuque Board of Review 2025 Property Tax Appeal District Court for Dubuque County Case No. EQCV117400 Enclosed is a copy of the Stipulation of Settlement regarding a tax assessment appeal filed by Hy-Vee, Inc. with the District Court for Dubuque County. lowa Code Sec. 441 .44 requires that the Stipulation of Settlement be served upon each of you. Page 135 of 668 � , � , , I ; There �s one praperty that ts fihe subjecfi of this appeal. The appeal is far the January 1, _ 2025, assessed value. Deta9ls of Property _ The property is located at 300 and 400 S Locust Street, Dubuque fowa, and is owned and � o��r�ted by Hy Vee ��permark�fi �n� ��nveni�nce Store. The land area of th� property is 7.51 acres and is located between South Lacust and Harrison Sfireefis on fihe saufiheast � side of Dubuque. lt is improved with(3) 1-story buildings: a 2005-built 77,526 square foot supermarkefi, a 2006-built 2,409 square foofi convenience store and 2022-built 1,152 square foot drive-up kiosk. ; ; 2025 Appeal , - ; Hy Vee filed a profiest with the City of Dubuque Board of Review in Apri4 2025 appealing -to-th.e_202.�_ass�ssm�n#-af�$.�,.3.5_8.,4��_._T_he r�r_i4.r_�Il�4�a.s.se��men�w�s$Z,154,QQ0,The _ profiesfi clairned the market value fio be $4,679,200: After presenting evidence during the, - Board of Review hearing, tk�e.pefiitioner requested a value of$7,976,800. Th`e Board did nofi change the 2025 �alue. Hy Vee filed a Districf Court appeal. ; NOTE In May 2025, the property was re-platted into two contiguous parcels. 4�0 Soufih Locusfi ; Street, a 0.83-acre parcel that contains the convenience s#ore and 3Q0 South ,L.ocust ; Street, a 6.68-acre parcel confiairiing�the grocery sfiore and drive-up kiask building. � Proposed Settlement . ; After each party submitted� appraisals, discussion ensued befiween fihem regarding a � settlement. The.,parties have reached a proposed settlement agreement. The tentative � settlemenfi is for an assessed value fior January 1, 2025, and January 1, 2026, of $7,391�,500�for`300 South Loeust Sfreet while leaving the value of 400 South Locust�treet to remain.at $1,069,600. ` Pursuanfi to the Stipulatian of Settfemenfi the appeaf will be dismissed, and the assessed value of 300 S Locust St. will be adjusted to $7,391,�0�for 2�25 and 2026. The value #or 2025 and 2�26-of 3Q0 S Lacust St. will be apportioned as follows: L.artd $1,128,600 Buflding �6,262,90�� Total Value $7,39�1,500 2 - Page 136 of 668 The proposed settlement will be presented to the lowa District Court for Dubuque Gounty after fiour�een (i4j days from the daie indicated on ihe attacned ivotice of Voluntary Settlement. If there are any objections to the settlement they should be made known to the Court prior to that time. If you have any questions about the proposed settlement, please contact �ity Assessor�Tr�y Patzner at �563) 589-4416. Very sincerely, �- B rry A. Lindahl, Esq. Senior Counsel Enclosure Attachment cc: Michael C. Van Miliigen, City Manager Adrienne N. Breifelder, City Clerk Troy Patzner, City Assessor I —- - - -- -- - - - - — — - -- -- — -- -- - - - � , 3 Page 137 of 668