CN-370000-PL288-T24.pdf

Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK ASSlGNMENT NOTIFICATION FORM

DEP Contract #: PL288 I Task Assignment: I 24 j BA#: j 19-8099 Project Name: Charlotte Harbor Flatwoods Owner's Name/Parcel Wesley S12reen County: Charlotte Contractor's Name: String Appraisal Services, Inc.

Contractor's Representative: Joseph S. String Phone#:

DEP Contract Manager: Jay F. Scott Phone#:

DEP Designated Task Manager: Frances Alford Phone#:

Task Assignment Completion Date: I Upon transmittal of an approved Appraisal Report

Task Description:

For Appraisal Services:

I BLA#: I 328114

(863) 292-0657

(850) 245-2667

(850) 245-2744

The Contractor's invoice must be submitted to the Designated Task Manager or Contract Manager and contain the following for Fixed-Price Deliverables: Invoice Number, Contractor's Name, Contract Number, Task Assignment Number, Project Name or Bureau of Appraisal (BA) File Name, BA File Number, Date Work Began, Date Work Ended, and Amount of Fee payable as agreed and allocated in the amount of 100%. Invoice payments do not start until the latter of the date a proper and correct invoice has been received or services provided are received, inspected and approved. Invoices which are returned to the Contractor for correction will result in a delay in payment.

Failure to adequately respond in writing to the Department of Environmental Protection (DEP) Fee Review Appraiser or DEP Contract/Task Manager, within four working days, may result in a one-percent of the total fee penalty per day.

The date and time of the site visit must be communicated, in writing, to the DEP Task Manager at least three business days in advance of the inspection.

Prior to contracting, a signed and notarized affidavit is required of the Fee Appraiser acknowledging no vested or fiduciary interest in the property that is the subject of this task assignment.

Provide an electronic document (work for review), preferably an Adobe® PDF® or a Microsoft® Word® document, to the BA on or before the due date. The document must allow all editing and commenting functions found in the two software programs identified in the previous sentence. The work for review will not include the following appraisal assignment elements: Date of Report, Date of Certification and Signatures. The work for review will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8)(b), Florida Statutes (FS); or l 8-1.007(5)(a), Florida Administrative Code, (FAC).

DEP Contract#: PL288 Task#: 24 BLA #: 328174 Pa e 1 of 3 Revised: 07/19/2018

ATTACHMENT A

TASK ASSIGNMENT NOTIFICA TYON FORM

The work for review is to include an Executive Summary for each parcel appraised and an Appraisal Checklist as weU as other requirements for the appraisal format as stated in Section B, page 13 of the Supplemental Appraisal Standards for the Board of Trustees.

Upon approval by the Chief Appraiser (pursuant to 18-1 .002( 4), F AC) or designee, provide a digital copy of the Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.

Refer to Exhibit 1 for other information pertinent to this appraisaJ assignment.

Fees and Start Date:

Fixed-Price Total: $2,160.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution of this Task Assignment

Si natures:

DEP Contract Mana er:

DEP Contractual Authori

F di Ifi un 02 n ormation:

Project Funding Source:

Organization Code#:

Category:

BE Code.:

Object Code #:

FLAlR Accounting Code:

Cc: Contracts Section

DEP Contract #: PL288 Revised: 07 /19/20 I 8

Florida Forever

37102200000 . Fund#:

084108 Exp. Opt.:

37100400 Year:

134400 Project#:

37202348014371004000008410819

Task#: 24

Date:

Date: I I /ts//~ Date:

11/15/2019 Date:

348014

NE I Line#: I NIA

'00003 I OCA Module: I N/ A

BLA #: 328174 Pae 2 of3

EXHIBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

BIA File Name: Charlotte Harbor Flatwoods I B/A File#: I 19-8099 County: Charlotte Fee Appraiser's Name: Trent Marr

DEP Contract #: PL288 I Task Assignment #: I 24

DEP Contract #: PL288 Task #: 24 BLA #: 328174 Pa e3of3 Revised: 07/l9/2018

Exhibit 1

Information for Appraisal

Project Identification: CHARLOTTE Harbor Flatwoods-Spreens

BA File No.: 19-8099 County: CHARLOTTE

Ownership: Wesley Spreen 443-627-3189 spreenw@gmail.com 68 N. Main St. Port Deposit, MD 21904

Property Description and Notes from Owner: The subject is a 41.2 acre tract of land adjacent to the Babcock Webb WMA/Yucca Pens Unit. Property is all wetlands and has a cattle lease until 1/25/2029. Owner inherited a quarter share in the 41.2 acres in 2006. The other three quarters were held separately by other relatives, friends and acquaintances. In approximately 2008 the property was sold, with the four prior owners (including current owner) holding the note for the new buyer.

The new buyer defaulted, and the property reverted to the prior four owners. Appropriate legal formalities were taken to record the default and reversion of ownership. Afterwards current owner incrementally bought the three ownership shares held by the relatives, friends and acquaintances, and these transfers were also legally formalized. The lawyer who has handled the various recent ownership transfers is Jack A. Baxter, Jr., 4530 North Federal Highway, Fort Lauderdale, FL 33308, phone 954 772 4460. Owner grants authorization to contact him.

Property Tax Identification Number: 422334300002

Legal Description: The southwest¼ of the southwest¼ of Section 34, Township 42 South, Range 23 East, Charlotte County

Client: Bureau of Appraisal, Division of State Lands

Intended Users: The client

Purpose and Intended Use of the Appraisal: Acquisition

Extraordinary Assumptions and/or Hypothetical Conditions: NI A

Interest Appraised:

D Conservation Easement ~ Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate D Others (describe):

BA 03 _RFP _ Appraiser (Effective: 7 / l l /2019) Page 2 of6

Exhjbit 1

Information for Appraisal

Project Identification: CHARLOTTE Harbor Flatwoods-Spreens

BA File No.: 19-8099 County: CHARLOTTE

Applicable Appraisal Standards:

~ Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) ~ Uniform Standards of Professional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

~ Narrative Single Parcel Ownership, Appraisal Report D Narrative Multiple Parcel Ownerships, Appraisal Report D Narrative Restricted Appraisal Report D Other (specify):

Five Year History of Title to be furnished by:

D State ~ Fee Appraiser D Waived

Other Considerations:

Attachments:

D Survey, Certified ~ Appraisal Map

□ Plat Map 0 Sketch D Property Card D Location Map D Other:

Acquiring Agency:

State of Florida

Requested Number of Days for Delivery:

Please provide two bids, one for 14 days and one for 21 days, or your best time frame.

BA 03_RFP _Appraiser (Effective: 7/ 11/2019) Page 3 of6

TO:

FROM:

FLORIDA DEPARTMENT OF

Environmental Protection

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

APPRAISAL MAP REVIEW MEMO

Jeremiah Thompson, Government Operation Consultant Ill Bureau of Real Estate Services

Steve Kellogg, PLSM Signature:

Bureau of Survey & Mapping Date: September 20, 2019

PROJECT NAME: Charlotte Harbor Flatwoods

OWNER'S NAME: Wesley E. Spreen

PARCEL ID: 422334300002

Section 34, Township 42 South, Range 23 East, Charlotte County

Ron DeSantts Governor

Jeanette Nunez Lt. Governor

Noah Valenstein Secretary

COMMENTS: The South boundary of the property is adjacent to Babcock Webb WMNYucca Pens Unit. The property is wetlands according to National Wetlands Inventory Data. A boundary survey of the overall project prepared in July of 2000 is on file and was reviewed.

AREA: 41 .2 acres (all wetlands)

• The property does not appear to be waterfront.

• Title information dated September 4, 2019 has been reviewed.

• Legal access is neither guaranteed nor insured based on the title information.

• The legal description was derived from OR Book 463, Page 255, Charlotte County Public Records and is attached as Exhibit "A".

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data, US Fish and Wildlife Service National Wetlands Inventory (NWt) GIS Data and the boundary survey referenced above.

The description, areas, boundary and encumbrances are subject to change with an accurate field survey and title insurance commitment.

EXHIBIT"A"

The Southwest ¼ of the Southwest ¼ of Section 34, Township 42 South, Range 23 East, Charlotte County, Florida.

Char1otte Harbor Flatwoods Wesley Spreen Charlotte County

BSM

BY s~ Date: 9.19.2019

Data Sou«es;

l} C:Hbstr.l! 2018 Data 2'} Naoon:d \,'e,bru:ls inw.ruory

3) Florid.a Co1tst~'1ltion lc111ds

4) Flotllb Fore\.·et Ben· Projects

5) B111g.Aeri.ds

Subject Parcel 0 500 1,000 2,000 - -National Wetlands Inventory

Florida Forever Project Boundaries

State Managed Conservation Lands

---Feet

Charlotte Harbor Flatwood - FF BOT Project Owner: Spreen

Charlotte County, Florida

File i..DClrioa: \ \F-LOF.Pl\OSI..J)u1\SURVFY\O.IUW'lf" 11...bar rlAhl'aOd~ B1baidt ~b \VMA 985\Spttffi\GIS\ Apptu1al.CharlottrJia.abwj\a1......uod,_sprtt11..msd OMS. ... ~: 'J/'1JJ/'11Jl 'J l2:2S:l 6 flM a.\l"P C ,..a1.,J !"tr: C.W ~1clr-.rr

Wetlands: 41.2 Acres Uplands: 0 Acres Total: 41.2 Acres

Subject Parcel

Charlotte Harbor Flatwoods Florida Forever BOT Prf!fect

DatiSool'Ces:

1J c""''"" 201s 0ata

2) Nat100al \~tlands. lm1ntory

3) Fk:.rida Con.scrwrl(')n Laods

4) F lorida Forever BOT Proscct.s .5) \'('orld Slceet Map from ESRJ

-Subject Parcel

C, National Wetlands Inventory C Florida Forever Project Boundaries

State Managed Conservation Lands Ci / County Managed Conservation Lands

0.5 1 - -0 i - -

Yucca Pens Unit

Miles

Charlotte Harbor Flatwood - FF BOT Project Owner: Spreen

Charlotte County, Florida

Filll. ~ \\FLOEPl \ l>St_l:>.ta\SURVEY\Clau k,tte 11 ...... r l-1-•od 1 B.bc-od: \'t'e-bb WMA 9.M\Spl',eu\CIS\Appa.isal_Via11iry_Q,,.~\ )11c_Hffbo.r_l-1•woods_$pu-M.mfll Dare Saved: 9/'1!J/2')J9 J,2'>:JS l'M M..pCtt.udS,,:G\l'S.1.e:I~, •• Tl-ltS A FFIDAVIT TO BE CO'v!PLETED AND R£TURNEU ••

AFFIDAVIT

PROJECT: Cbulorte Harbor flatwoods-Spreens

COUl'-n ' : Charlotte

8 /A FIi. No.: 19-8099

I hereby certify that I have no vested or fiduciary intere t in the captioned project.

C ~s Appraiser Signature

Printed Name

,r;,' I' ,,o Sworn to and subscribed before me this _ ......;..._ day of _._...,1'-'..,_,_'---- - - --- _ . 20 ____ / _ _

04-Affidavit Re". I'.! I 12015

~ :L_ _s:: (:;"

~ l'\otary Public

State of Florida