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COUNTY OF DELAWARE ) CAUSE NO. 18C04-0802-PL-11
CAUSE NO. 18C04-0802-PL-12
IN THE MATTER OF THE
ANNEXATION PROPOSED BY
ORDINANCE NUMBERS 11-07 AND 12-07
BEING AN ORDINANCE TO
ANNEX CERTAIN TERRITORY
TO THE CITY OF MUNCIE, INDIANA
(BREWINGTON WOODS ANNEXATION
AND HALTEMAN SECTION I ANNEXATION)
Comes now the City of Muncie and the Remonstrators, by counsel, and submit evidence
to the Court with respect to the annexation remonstrance in the above captioned matter.
And the Court having considered said evidence makes the following findings of fact:
1-2-11.
2. Muncie retained HNTB Corporation to prepare fiscal plans for the in the
Brewington Woods Addition (“Brewington Woods”) and Halteman Village Section I (“Halteman
3. HNTB proposed that Muncie annex Brewington Woods and Halteman I into the
4. The legal description for the Brewington Woods annexation area is a follows:
A part of the South Half of Section 29, Township 21 North, Range 10 East,
Delaware County, Indiana, described as follows:
Beginning at the northwest corner of Halteman Village Section “I”, the plat of
which is recorded in Plat Book 12, pages 23 and 24, which corner is on the
centerline of Moore Road; thence along the north line of said Halteman Village
Section “I” and said centerline the following three courses: 1) South 87 degrees
07 minutes East, 108.61 feet; 2) North 57 degrees 52 minutes East, 188.41 feet; 3)
South 84 degrees 19 minutes East, 789.04 feet to the northeast corner of said
Halteman Village Section “I” and the northwest corner of a0.963-acre tract of land
described in Deed Record 1986, 2521; thence Northeasterly 204.75 feet (distance
deduced from Deed Record 1986, 2521) along the north line of said 0.963-acre
tract and said centerline to the northeast corner of said 0.963-acre tract and the
prolonged west line of a 7.909-acre tract of land described in Deed Record 1995,
1766; thence Easterly along said centerline to the center line of Green Farms
Ditch; thence continuing Easterly 737.80 feet, more or less, along the centerline
of said Moore Road to a point on the centerline of Wheeling Pike and the
corporate boundaries of the City of Muncie, which point is the northeast corner of
a 10.84-acre tract of land described in Deed Record 1999, 9453; thence South 23
degrees 49 minutes 32 seconds East, 702.62 feet (bearing and distance taken from
Deed Record 199, 9453) along the centerline of Wheeling Pike and said corporate
boundary to the southeast corner of said 10.84-acre tract and the northeast corner
of a 0.9-acre tract of land described in Deed Record 1986, 3672; thence
Southeasterly 100 feet along the eastern line of said 0.9-acre tract and the
northeast corner of a 1.8-acre tract of land described in Deed Record 1981, 1255;
thence Southeasterly 200 feet along the eastern line of said centerline and said
corporate boundary to the southeast corner of said 1.8-acre tract and the northeast
corner of a tract of land described in Deed Record 1987, 2421; thence
Southeasterly 233 feet (distance deduced from Deed Record 1999, 9453) along
the eastern line of said tract of land described in Deed Record 1987, 2421 and said
centerline and said corporate boundary to the south line of the Southeast Quarter
of said section and the southeast corner of said tract of land described in Deed
Record 1987, 2421; thence South 89 degrees 42 minutes 19 seconds West 1175.75
feet (bearing and distance taken from Deed Record 1993, 1815) along said south
line and said corporate boundary to the southwest corner of the Southeast quarter
of said section, which corner is the southeast corner of the aforesaid Halteman
Village Section “I”; thence North 89 degrees 43 minutes West, 1332.03 feet along
the south line of the Southwest Quarter of said section and the south line of
Halteman Village Section “I” and said corporate boundary to the southwest corner
of Halteman Village Section “I”; thence North 2 degrees 11 minutes East 1000.43
feet along a west line of Halteman Village Section “I”; thence South 87 degrees
07 minutes East 80.01 feet along a north line of Halteman Village Section “I”;
thence North 2 degrees 11 minutes East 165.0 feet along a west line of Halteman
Village Section “I” to the point of beginning and containing 62.4 acres, more or
less.
6. The City of Muncie enacted ordinances to add the above described parcels of real
7. Muncie adopted Ordinance 11-07 to annex the Brewington Woods addition into
8. Muncie adopted Ordinance 12-07 to annex the Halteman I addition into the City
boundaries.
9. Muncie adopted Resolution 11-07 to adopt the fiscal plan as drafted by HNTB
Corporation as the basis for the cost to Muncie to annex the Brewington Woods addition into the
City.
10. Muncie adopted Resolution 12-07 to adopt the fiscal plan as drafted by HNTB
Corporation as the basis for the cost to Muncie to annex the Halteman I addition into the City.
11. The areas proposed for annexation have at least three persons per acre.
12. The boundaries for the area proposed to be annexed are contiguous to the present
City boundaries by more than 25% of the total boundaries of the areas to be annexed.
13. Ordinance number 11-07 which annexed the Brewington Woods addition into the
14. Ordinance number 12-07 which annexed the Halteman I addition into the City of
15. Petitions for remonstrance objecting to the annexation ordinances were properly
signed.
16. The parties stipulated that more than sixty-five percent of the property owners for
17. The effectiveness of the annexation was stayed as a result of the proper petitions
for remonstrance.
18. The vast majority of land owners in the territories to be annexed opposed being a
19. Muncie supplemented its fiscal plan with the presentation of evidence at the trial
of this matter.
20. HNTB Corporation drafted the fiscal plans in late 2006 and early 2007.
21. Rose Scovel testified that HNTB Corporation did not take into consideration
22. Section 10 of HEA 1001 for the 2006 legislative session provided for a two
23. HEA 1001 became law when the Governor signed the same on March 24, 2006.
24. Property tax caps for residences where in place at the time that HNTB
25. HB 1478 of the 2007 legislative session also addressed property tax caps.
26. The Indiana General Assembly was in session in 2007 at the time that fiscal plans
27. HEA 1478 became law when the Governor signed the same on May 11, 2007.
28. HEA 1001 for the 2008 legislative session set forth property tax caps for
29. HEA 1001 became law when the Governor signed the same on March 19, 2008.
30. Muncie City Council has not taken any steps to amend the fiscal plans for these
31. The City of Muncie failed to supplement the fiscal plans at trial to take into
32. The fiscal plans do not account for reduction of revenue that the City will receive
33. The Muncie Fire Department uses fire hydrants as its sole source of water used in
fighting fires.
34. The Muncie Fire Department does not have any fire tankers to transport large
streams, rivers, retention ponds and swimming pools for use in fighting fires.
36. The City has a policy that requires that a fire hydrant be located within 1000 feet
37. Testimony was presented that three additional fire hydrants would be required to
38. The fiscal plan and testimony of Rose Scovel reflect that Indiana-American Water
39. The City leases the fire hydrants provided by Indiana-American Water Company
40. The City has not control as to the installation of fire hydrants.
41. The City cannot guarantee that the fire hydrants will be installed within one year
due to the fact that Indiana-American Water Company is the entity that installs the fire hydrants.
42. The fiscal plans and testimony from Mayor Sharon McShurley and Muncie Fire
Chief Eric Davis state that immediately upon annexation, full fire protection will be provided to
the areas.
43. The fiscal plans do not account for any additional day-to-day expenses that may
be incurred by the City to provide services to this area as said expenses were categorized by the
44. Mayor McShurley testified that it was in the best interest of the owners of the
land to be proposed to be annexed into the City as the land owners would then have the ability to
vote for representatives who would represent them in the government sector, would have the
ability to serve on boards and commissions and would receive better services than what the land
currently have the ability to vote for Delaware County Commissioners who represent their
interest, have the ability to service on boards and commissions on the county and township level,
and do not intend to serve on the Muncie City Council or any City boards and commissions in
the event that the real estate is annexed into the City.
46. These land owners also testified that services being provided to areas are adequate
and they did not express any displeasure with the current services provided.
47. Muncie Police Chief Deb Davis testified that the Delaware County Sheriff’s
Department is providing adequate police protection service to the areas sought to be annexed.
48. Muncie Street Department Supervisor Ron Ball testified that the Delaware County
Highway Department has provided adequate road and street maintenance services to the areas
sought to be annexed.
49. Hamilton Township Trustee Ralph Flowers is the individual who is legally
responsible for making arrangements for providing fire protection to the areas.
50. The Hamilton Township Trustee has contracted with the Hamilton Township
51. Ralph Flowers testified that fire protection services being provided by the
52. The most that the owners of residences in the area would have to pay in real estate
taxes is one percent of their assessed valuation pursuant to HEA 1001 that was enacted in the
53. It is likely that if the areas were annexed into the City that the property tax cap
currently paying less than one percent of their assessed valuations in property taxes and that they
would be required to pay more taxes to reach the one percent property tax cap.
54. These land owners also testified that with their current income situation that any
additional property tax payment requirement would cause a significant financial impact to them.
55. Land owner John Bultman also testified that he knew that other land owners in the
areas were also on fixed incomes that any additional property tax payment requirement would
27. The fiscal plan used a method of identifying services and the cost for said services
31. The fiscal plan did not account for all revenue received by the City of Muncie or
. Muncie did not present evidence at trial which identified the scope and standard
of service available in the area identified in the fiscal plan as comparable with the annexed
territory.
Muncie did not present evidence at trial which equated the level of services that
would be available to the annexed territory similar to the area identified in the fiscal plan as
“comparable.”
. The methodology used to identify the cost for delivery of services to the proposed
annexed territory improperly determined the level of services for the City as a whole.
. The fiscal plans and evidence presented at trial established the standard and scope
. The purpose of the annexation was to generate tax revenue for Muncie.
41. Muncie provides fire service to its residents and also to residents in the area
42. The primary method for delivery of fire services is the use of fire hydrants to
43. Muncie does not provide water utility service to its residents.
44. Muncie does not provide sewage and trash pick up utility to its citizens.
45. Muncie does not provide electrical power utility to its citizens.
46. Muncie will not provide water, sewage, trash pick up or electrical utility services
47. Muncie does contract for and pay for fire hydrants in the City.
48. Muncie does contract for and pay for street lights in the City.
49. Water service is available to some of the residents of the areas proposed to be
50. There exists an insufficient number of fire hydrants in the areas proposed for
annexation for Muncie to provide similar fire service as it does to its other residents.
51. Muncie can not provided fire service to the area proposed for annexation in a
manner consistent with the standard and scope of services provided to the City as a whole.
52. There is no obligation adopted by the Muncie to install or provide fire hydrants in
54. The fiscal plan does not provide for the installation and payment of fire hydrants
55. Muncie can not provide fire service to the area proposed for annexation in a
manner consistent with the standard and scope of services provided to the area identified in the
As a result of the evident presented at trial the Court hereby finds as a matter of law:
1-2-11.
2. The area proposed for annexation has the following legal description:
3. The City of Muncie enacted an ordinance to add the above described real estate to
the City.
5. Muncie adopted Resolution 31-98 to adopt the fiscal plan as drafted by Land
Rush, Inc. as the basis for the cost to Muncie to annex the described real estate to the City.
6. The area proposed for annexation was not 60% subdivided and did not have at
7. The area proposed for annexation was not primarily industrial or commercial.
8. The boundary for the area proposed to be annexed was contiguous to the present
9. The Ordinance number 52-98 which annexed the above described real estate into
10. A petition for remonstrance objecting to the annexation ordinance was properly
11. Muncie supplemented its fiscal plan with the presentation of evidence at the trial
of this matter.
12. The fiscal plan did not identify the scope and standard of services available in the
comparable area.
13. The fiscal plan did not equate the scope and standard of services that were
proposed for the annexed area with the area identified in the fiscal plan as “comparable”.
14. The fiscal plan used a method of identifying services and the cost for said services
15. Muncie did not present evidence at trial which identified the scope and standard
of service available in the area identified in the fiscal plan as comparable with the annexed
territory.
16. Muncie did not present evidence at trial which equated the level of services that
would be available to the annexed territory similar to the area identified in the fiscal plan as
“comparable.”
17. Muncie did not present evidence which equated the topography of the proposed
annexed territory with the area identified in the fiscal plan as comparable.
18. The methodology used to identify the cost for delivery of services to the proposed
annexed territory improperly determined the level of services for the City as a whole.
19. There exists no condition or service in the area proposed for annexation which is
needed by Muncie.
20. Muncie has no plans to develop any area in the area proposed for annexation in
21. Muncie has no need for the area proposed for annexation.
22. The purpose of the annexation was to generate tax revenue for Muncie.
23. Muncie will not provide water, sewage, trash pick up or electrical utility services
24. There exists an insufficient number of fire hydrants in the area proposed for
annexation for Muncie to provide similar fire service as it does to its other residents.
25. Muncie can not provided fire service to the area proposed for annexation in a
manner consistent with the standard and scope of services provided to the City as a whole.
26. There is no obligation adopted by the Muncie to install or provide fire hydrants in
27. The fiscal plan does not provided for the installation and payment of street lights
in a manner consistent with the standard and scope of similar services provided in the area
28. The fiscal plan does not provide for the installation and payment of fire hydrants
29. Muncie can not provide fire service to the area proposed for annexation in a
manner consistent with the standard and scope of services provided to the area identified in the
30. The City of Muncie failed to meet its burden of proof with respect to its
petitions are sustained and the ordinance for annexation is not valid.
_____________________________________
Jan Chalfant, Special Judge
copies to:
John H. Brooke
Casey D. Cloyd
112 E. Gilbert St.
P.O. Box 1071
Muncie, IN 47308
Frank Gilkison
P.O. Box 1648
Muncie, IN 47308
Joseph P. Hunter
117 E. Main Street
Muncie, IN 47305