March 4, 2007

Rochester-area property taxes among highest in the nation

 

Bennett J. Loudon
Staff writer

Steve Leonard pays about $970 a year in property taxes for his $170,000 house in Huntsville, Ala. When he lived in Hilton, he paid almost four times as much in taxes for a house with half the value.

Regina and Jerry Thorpe paid property taxes of about $823 a year when they lived near Chattanooga, Tenn. They bought a farmhouse in January 2005 in Walworth, Wayne County, and now their total property taxes are about $5,000 a year.

In 1999, Mark Young, 43, moved to Ogden from Chicago, where he paid about $3,000 a year in total property taxes for a $150,000 condominium. In Ogden, he owns a $210,000 home and pays about $8,000 a year.

Homeowners in the Rochester area pay some of the highest property taxes in the nation.

Property taxes in New York are the fourth-highest in the country, according to recent studies. And a Democrat and Chronicle analysis shows that the median property tax rate in Monroe County is 12 percent higher than the statewide median. The median rate for the six-county Rochester region — Monroe, Wayne, Ontario, Livingston, Genesee and Orleans counties — is nearly 14 percent above the state level.

The median property tax rate for the state as a whole in 2006 was $30.69 per $1,000 assessed value. That's less than the Monroe County median rate of $34.49 and the median rate for the six-county area of $34.85.

In Monroe County, the property tax bill for a home assessed at the median sale price of $118,900 was about $4,101. The same assessment using the statewide median would have resulted in a tax bill of $3,649.

New York tax bills are inflated by many factors, which are even more pronounced locally:

·  A lack of economic development, which would expand the tax base and spread costs across a larger pool of owners.

·  Higher costs in the Northeast for road maintenance, energy, and public services and programs, such as Medicaid.

·  High public employee salaries and benefits, and bloated payrolls. Federal statistics show that New York has 488 full-time local government and school employees per 10,000 residents; the national average is 396.

State lawmakers enacted the School Tax Relief program in 1997 to ease the property tax burden. The STAR program exempts part of a property's assessed value from school taxes, which account for the largest portion of a property tax bill.

Business leaders, taxpayer advocates and academic experts say the trend demands more aggressive action, such as deeper spending cuts, fewer mandates and funding schools with income taxes.

Former Hilton resident Leonard, a software developer, said he was forced to move from the Rochester area because of high taxes and poor job prospects.

"All things being equal, I'd rather be back there, but they're not equal because the job situation seems to keep getting lousier every year and they just keep squeezing you on taxes," said Leonard, 54.

And Wayne County resident Jerry Thorpe, 50, who works in business development at SWBR Architects, said the taxes in New York compared with other states are "almost mind-boggling."

The findings

The Democrat and Chronicle used data provided by the state Comptroller's Office to analyze total property tax rates for virtually every location in the state outside of New York City. County, town, city, village and school tax rates are combined to come up with a total rate. The tax rates in different locations can be compared because they were equalized using a rate provided by the state that takes into account how closely assessed values match actual market prices.

Not only do homeowners in this region pay more than those in other parts of the state, but there also are disparities within Monroe and surrounding counties, according to the analysis:

·  Ontario County, where the median total property tax rate is $29.57 per $1,000 of assessed value, is the only county in the area with a rate below the state median. The tax bill for a home assessed at the median sale price of $128,000 would be about $3,785.

·  The median rate in Wayne County is $37.27, about 21 percent higher than the state median. The tax bill for a home assessed at the median sale price of $102,500 would be $3,820.

·  The rate of $57.38 in the village of Clyde, Wayne County, is the highest in the six-county region, about 87 percent above the state median. But the median price of a home in Clyde since 2005 also was only $33,000, according to state data. Taxes on a home assessed at that amount would total about $1,894.

·  In Monroe County, East Rochester property owners pay the highest total property tax rate. The total rate of $47.94 for county, town and school taxes ranks 87th statewide. Total property taxes would be $3,313 for a home assessed at $69,109, the median sale price in East Rochester since January 2005, according to state data.

·  The lowest property tax rate in Monroe County was $26.44 in the town of Riga, in the Caledonia-Mumford school district. Taxes would be $3,556 on a home assessed at $134,500, the median sale price in the town since January 2005.

·  The two largest communities in Monroe County also are well above the statewide median. The tax rate in Rochester is $39.48. In Greece, within the Greece school district, the total tax rate is $35.59.

The extremes

Art Movalli hesitated before he bought a second house last fall in East Rochester.

"I said, 'Do I really want to buy another house here with these taxes?'" said Movalli, a project manager for a software development company.

But in the end, he decided the property tax rate didn't tell the whole story. He now rents out the duplex where he used to live. The new home he bought in October for $85,200 is a 1,350-square-foot, three-bedroom colonial with 1½ bathrooms and a three-car detached garage. Taxes on the property, assessed at $89,000, are about $4,267.

"If I were to buy the same house in Fairport, I'd pay at least 20 percent higher," Movalli said.

In Irondequoit, property tax rates are among the highest in Monroe County. The town portion, $7.06, of the total tax rate is the highest town rate in the county, excluding East Rochester, which is one of only five town/villages in the state.

Tony Favro, assistant to Irondequoit Supervisor Mary Ellen Heyman, said the town's high tax rate is partly the result of expenses related to such amenities as sidewalks and lighting, which are paid for through special district taxes in many other towns. The town also has its own police department. And the town has no available land for development, which would expand the tax base.

"The town is probably 97 (percent) to 98 percent built out and you're just not going to attract the quick revenue generators that you can in other areas," Favro said.

The school tax rate portions of the total rate in the West Irondequoit and East Irondequoit districts are the two highest among Monroe school districts.

West Irondequoit Central School District Superintendent Jeffrey Crane said his district's tax rate of $27.78 would have been about $1.42 higher if not for $1.5 million in special state aid the district received for high-performing schools with a limited commercial tax base.

But Clarkson residents who live in the Holley school district, which is based in Orleans County, pay even more. The borders of school districts can cross county and municipal lines.

"Truthfully, I don't have a rationalization or a reason for it," said Gene Mahaney, business administrator in the Holley school district, where the tax rate is $28.43.

A few years ago, the school district faced a budget deficit of about $1.4 million, which drove up the tax rate about $4 in a single year, Mahaney said. The deficit, he said, was triggered partly by a lack of what district officials felt was adequate state aid for special education programs.

Residents of Perinton within the Victor Central School District pay the lowest school property tax rate in Monroe County — $18.43. Superintendent Timothy J. McElheran credited commercial growth and an expanding tax base for the low rate.

Contributing factors

A state comptroller's report last April said that from 2000 to 2005, property taxes in New York increased 42 percent, more than triple the inflation rate.

In October, another comptroller's report blamed outdated, overlapping municipal boundaries on wasteful staffing and overhead expenses. Because residents of villages pay for an extra layer of government and their communities have very little room for new development, they are disproportionately represented among the communities with the highest tax rates.

Kenneth Nixon, assistant professor of African-American studies at the State University College at Brockport, said schools should be funded by income taxes.

Nixon, who specializes in race, law and public policy, said funding public schools with property taxes is based on a legacy of segregation.

As property values drop and urban and rural communities struggle, it disproportionately affects the low-income and minority residents concentrated in those areas. Affluent people flee to suburbs with appreciating property values, better-funded schools and low minority enrollments.

"The consequences of not addressing these funding issues are profound," Nixon said.

BLOUDON@DemocratandChronicle.com




Tax primer

Schools, towns, villages and county governments use property taxes to help pay for programs and services. Municipal assessors determine the value of each property. After the school district or municipal government adopts a budget, the amount of revenue that must be raised by taxes — the tax levy — is determined and the tax rate is set.
For example, if the total assessed value of all taxable property in a community is $100 million, and $2 million must be raised from property taxes, the tax rate per $1,000 of assessed value would be $20.
The largest share of property taxes goes to school districts. In Brighton, for example, 65 percent of property taxes goes to the Brighton school district.