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HomeMy WebLinkAboutAgenda Report - December 15, 1993 (64)OCIN OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Dr. and Mrs. Gordon Roget Property (Parcel 1227) MEETING DATE: December 15, 1993 PREPARED BY: Parks and Recreation Director RECOMMENDED ACTION: That the City Council accept Dr. and Mrs. Gordon Roget property as park land and seek to acquire the Dunscombe property 4l like acreage attached to the Roget parcel to make a 7th to 8 acre park. BACKGROUND INFORMATION: By emergency action at last evening's Parks and Recreation Commission meeting, the Commission voted 5-0 to recommend to the City Council to accept Dr. and Mrs. Gordon Roget property offer for park land and requests the Council to seek to acquire additional acreage (31h to 4 acres) next to said property for a Th to 3 acre park site. Staff and Commission indicete that the Th to 8 acre park would be consistent with the Parks and Recreation master plan for park location and acreage. In another vote related to this subject, the Commission supported (5-0) the position that the Council and City Administration must be aware and allow for proper park maintenance staffing as this and other park lands are secured to maintain existing and future acquisitions (i.e., the City has just acquired 14 more acres of land at Westgate Park plus hopefully the Roget property and at the same time cut (2) full time Park Maintenance Worker II positions and reduced seasonal help by 20% in the maintenance end of Parks Division operations). The Commission is excited about the Roget offer and encourages the City Council to accept the property and its park use requested by the family. (See exhibit enclosed for additional information). FUNDING: Whatever would come about with the acceptance of the property - we will have to maintain this area and if the City Council sees fit (ou mmendation) to purchase the additional property - the costs of that land and general up(. 1 ' rallix—i Ron Williamson, Parks and Recreation Director APPROVED: / THOMAS A. PETERSON ,�� K City Marager L031 PARKS AND�s'CREATION COMMISSION C 'AMUNICATION 4EXHISIT A/ TO: The Lodi Parks & Recreation Commission DATE OF MEETING: 1217193 FROM: The Director's Office SUBJECT: Dr. and Mrs. Gordon Roget Property (parcel 1227) Possibly Being Willed to the City Action required prior to December 31, 1993 i TYPE ACTION NEEDED: Review and recommendation of Commission. PREPARED BY: Ron Williamson, Parks and Recreation Director RECOMMENDED ACTION: That the Parks and Recreation Commission under special and emergency conditions, review the willing of 4.5 acres of land (parcel 1227) by the Roget family to the City of Lodi. BACKGROUND INFORMATION: As you may know, the Roget family, especially Gordon, was very active with the City of Lodi's youth programs through the Booster of Boys and Girls Sports Organization (BOBS) over many years. His children all went through the BOBS programs for which he was always supportive and grateful. Friday. December 3, 1993, Mrs. Rogers (Gordon passed away some time ago) attorney contacted the City and inflated through real estate broker. Jeff Kirst, the Rogers deeding over the land to the City for the benefit of the community and tax purposes. With this in mind, it needs to be accomplished by December 31, 1993. We therefore, ask for your consideration of this gift of land and the possible suggestion that a parcel next to the Roget property, 3.5 acres owned by the Dunscombe family, be looked into for purchase to make an 8 acre park s4e. This land, in this area. is consistent with our unapproved Parks and Recreation Master Plan to develop a park in this area of Lodi. I woLld also suggest that two other items be considered in taking over this property - at the appropriate time the City contract with a licensed landscape architect to do a site specific master plan and that the Council realize that adding additional park land to our inventory requires maintenance staff to maintain said land. Your consideration of this deeded land is appreciated and it's staff and city's hope you will see your way to accept the above recommendation and move it ahead to the City Council for acceptance. FUNDING CONSIDERATION OR IMPACT: Apparently none for the Roget property. For the Dunscombe property, an appraisal would be done and the City would, most likely, need to purchase same through whatever method they can. Cost down the road, of course, will come in the form of architectural master planning, development of the site, maintenance and upkeep. 1 would assume land purchase and development will come from development impact fees and the rest will be taken care of through our general operating budget. RW/sh Attachments PRCOMV%2COM97 DEC December 20, 1993 Mrs. Gordon Roget c/o LeDon Bader 1124a West Tokay Lodi, CA 95210 Dear firs. Roget: The Lodi City Council would like to express its sincere appreciation for your kind and generous donation of land to the City of Lodi to be used as a future park. It is with this type of generosity and caring by local citizens such as yourself that Lodi may continue to be a wonderful community. We look forward to sharing our ideas for the future of this park, and thank you again for your kind-hearted donation. 1At JAC A. SIEGLOCK MIR RAY G. DAVENPORT COUNCIL MEMBER JOHMN R. YI SNIDER COUNCIL MEMBER STEVEN J. mAgN MYOR PRO TEMPORE "Ong-, i I k A �Am I i CITY COUNCIL THOMAS A. PETERSON PHILLIP A. PENNING. May« CITY OF L O D I City Manager JACK A. SIECLOCK RRIN JENNIFER M. PECity Clerk City t Mayor Pro Termpore , RAY G. DAVENPORT CITY HALL, 221 WEST PINE STREET BOB McNATT STEPHkN 1. MANN P.O. BOX 3006City AttorneyLODI, CALIFORNIA 95241.1910 JOHN R. (Randy) SNIDER (Z09) 334_5634 i FAX (209) 333-679S December 20, 1993 Mrs. Gordon Roget c/o LeDon Bader 1124a West Tokay Lodi, CA 95210 Dear firs. Roget: The Lodi City Council would like to express its sincere appreciation for your kind and generous donation of land to the City of Lodi to be used as a future park. It is with this type of generosity and caring by local citizens such as yourself that Lodi may continue to be a wonderful community. We look forward to sharing our ideas for the future of this park, and thank you again for your kind-hearted donation. 1At JAC A. SIEGLOCK MIR RAY G. DAVENPORT COUNCIL MEMBER JOHMN R. YI SNIDER COUNCIL MEMBER STEVEN J. mAgN MYOR PRO TEMPORE "Ong-, i I k A �Am I WHEN RECORDED MAIL TAX STATEMENT AND RECORDED DOCUMENT TO CITY CLERK CITY OF LODI CALL BOX 3000 L LODI, CALIFORNIA 95241-1910 SPACE ADM TH13 LIKE FOR RECORDERS USE DEED Nancy M. Pmet. as Trustee of the Rmet. Trust. established June 10, 1993 do- hwft GRANT to am CITY OF LODE, a municipal corporation of the 84ft of Callforrikk an ftt real property situate in the City of Lodi. County of San Joaquin, State of California. described as follows: Dated: This document MUST be notarized. Please attach proper notarial acknowledgment Description approved: DATE I 6 Z m LL This is to certify that the interest in real property conveyed by the deed or grant dated _ 12/17/93 fromt as Trustee of the Besot. Trust, established June 10. 1993 to the City of Lodi, a municipal corporation, is hereby accepted by order of the undersigned officer on behalf of the City Council of Lodi pursuant to authority conferred by Resolution No. 89-51 adopted by the City Council on May 3, 1989, and the grantee consents to the recordation thereof by its duly authorized officer. Dated: December 28, 1993 (� • � � City Perk of the City of Lodi (SEAL) File No. RECORDING REQUESTED BY AND RETURN TO: LAW OFFICES OF LADON G. BADER 1124 WEST TOKAY STREET LODI, CALIFORNIA 95240 MAIL TAX STATEMENTS TO: CITY OF LODI POST OFFICE BOX 3006 LODI, CALIFORNIA 95241-1910 GIFT DEED ==aaaaa=assssaaas=aaa=aaaaasassassassssaaaa=saasaaaaasaa=as=saaoamaaaa FOR NO CONSIDERATION, NANCY M. ROGET, us Trustee of the ROGET, TRUST, established June 10. 1993, hereby GRANTS to THE CITY OF LODI, A MUNICIPAL CORPORATION, until such time as it shall cease to be used for a park or nature preserve by or for the general public, the following described real property in the City of Lodi, County of San Joaquin, State of California: The North 780.96 feet of the West 251.00 feet of the East 1260.00 feet of the South one-half of the Southeast one-quarter of Section 10, Township 3 North, Range 6 East, Mount Diablo Base and Meridian, San Joaquin County, California, containing 4.500 acres. TOGETHER with a right-of-way for roadway purposes over the West 25 feet of the West 251.00 feet of the East 1260.00 feet of the South one-half of the Southeast one-quarter of Section 10, Township 3 North, Range 6 East. APN: 027-040-16 DATED: NANCY O T, USTEE STATE OF M;Clr12C1_� COUNTY OF On 19 (:1�� 1 (jt _(�_ r 1 CC?3 before me, the undersigned notary public, personally appeared NANCY M. ROGET, TRUSTEE OF THE ROGET TRUST, ESTABLISHED June 10, 1993, who [ ] Personally known to me Proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknawledged to me that she executed the same in her authorized capacity and that by her signature on the instrument the person, or the entity upon behalf of which the person acted, executed the same. WITNESS my hand and official seal. NOTARY PUBLIC Porta 8283 (Aev. 11-921 1 Names) shown on you► neome tax return Identifyi nli numbM GORDON B. & NANC? M. ROGET 1504-07-8153 Section 0 --Appraisal Summary—Include in this section only items (or groups of similar items) for which you claimed a deduction of more than $5,000 per item or group. Report contributions of certain publicly traded securities only in Section A. If you donated art, you may have to attach the complete appraisal. See the Note in Part I below. Information on Donated Property—To be completed by the taxpayer and/or appraiser. 4 Check type of property: ❑ Art- (contribiAon of $20,000 or more) ® Real Estate ❑ Gems/Jewelry ❑ stamp Conectiom ❑ Art• (contribution of less than $20,000) O Coin Collections ❑ Books ❑ other •Art trtckides paintings. sculptures, walercotors, prints, drawings, cerxrw,— antique furniture, decorative arts, textiles. carpets, silver. two manuscripts, historical memorabilia, and other similar cb)ecls. Note: ifyour totaf art contribution deduction was $20.000 or more you must attach a complete copy of the signed appraisal. See ins1mborm 5 (a) Description of donated t>oPerb (d you read 04 If bnpble property was donated, Wire a brief summary of the overall (c) Appraised lair more spaes. attach a separate statement) physical COndtion at the time of the gilt market wtue A 4.5 acres with Reserved Rights B inatructions C Q 14 Date acquired (e) How acquired 0) Donor's cost or (g) For bargain sales. enter s" e d&4 Artgd as a Average trading pace by Oww (mo.. yr.) by donor adjusted basis amount received atom dut:tiort of securities A 4-22-93 Inherited B D Taxpayer (Donor) Statement—List each item included in Part I above that is separately identified in the appraisal as having a value of $500 or less. See instructions. 1 declare that the following itert(s) included in Part I above has to the best of my knowledge and belief an appraised value of not incite than $500 (per item). Enter identifying tetter from Part I and describe the specific item: signature of taxpayer (donor) ► Date ► Certification of Appraiser I declare that I am not the donor, the donee, a party to the transaction in which the donor acquired the property, employed by, mt:mied to. Or related to any of the foregoing persons, or an appraiser regularly used by any of the foregoing persons and who does not perform a majority of appraisals during the taxable year for other persons. Also, 1 declare that I hold myself out to the public as an appraiser or perform appraisals on a regular basis: and that because of my qualifications as described in the appraisal. I am qualified to make appraisals of the type of property being valued. I certify that the appraisal fees were not based upon a percentage of the appraised property value. Furthermore. I understand that a false or fraudulent overstatement of the property value as described in the qualified appraisal or this appraisal sumvnary may subject me to the civil penalty under section 6701(a) (aiding and abetting the understatement of tax liability). I affirm that I have not been barred from presenting evidence or testimorry by the Director of Practice. Sign --- Here I SKyaclre ► T,tb ► Cate of soryaisal ► _ Business address Gnctudrng room Of suite no.) I tdenntyng number city or town, state, and ZIP code Donee Acknowledgment—To be completed by the charitable organization. This charitable organization ackrowledges that it is a qualified organization under section 170(c) and that it received the donated property as described in Section B. Part I, above on (Date) Further.-.�ore, this organization affirms that in the event it sells, exchanges, or otherwise disposes of the property (or any portion thereon within 2 years after the date of receipt, it will file an information return (Form 8282, Donee Information Return) with the IRS and furnish the donor a copy of that return. This acknowledgment does not represent concurrence in the claimed fair market value. Name of charitable organization (donee) I Employer identification number Address (number, street. and room or suite no.) - - I GIy or town, state, and ZIP code Am ho ad Title I Cate QCity Winger I 17i page 749,990B-26 1113,93