Board of Review — Agenda Packet

VILLAGE OF WILLIAMS BAY 250 Williams Street | PO Box 580 | Williams Bay | WI | 53191 | vi.williamsbay.wi.gov Phone: 262-245-2700 NOTICE BOARD OF REVIEW MEETING TUESDAY, JUNE 30, 2026 AT 10:00 AM Village Hall Council Room 250 Williams Street Williams Bay, WI 53191 The meeting will be live-streamed on the Village of Williams Bay's YouTube, which can be found here: https://youtube.com/live/9qgu8consMc?feature=share AGENDA The following agenda items may be considered for Discussion, Consideration, or Action I. Call to Order II. Roll Call III. Confirmation of appropriate Board of Review and Open Meeting Notices A. Affidavit of Publication from the Lake Geneva Regional News IV. Select a Chairperson for the Annual Board of Review V. Select a Vice-Chairperson for the Annual Board of Review VI. Minutes A. Meeting Minutes of September 4, 2025 VII. Verify that a member has met the mandatory training requirements A. Affidavit of Board of Review Training Participation VIII. Confirmation the Village of Williams Bay has adopted ordinance Sect. 1.04 (1)(e) which establishes confidentiality of income and expense information provided to the assessor under state law (Wis. Stats. 70.47 (7)(af)). IX. Review of any new legislation X. Adoption of Policies XI. Filing and summary of Annual Assessment Report by Assessor's Office XII. Receipt of the Assessment Roll and sworn statements by the Clerk XIII. Review the Assessment Roll and Perform Statutory Duties A. Correct description of calculation errors and omitted properties, and eliminate double-assessed property XIV. Discussion/Action - Certify all corrections of error under State Law (Sec. 70.43 Wis. Stats.) Page 1 of 11 XV. Allow taxpayers to examine the Assessment Data XVI. During the first two hours, consideration of: A. Waivers of the required 48-hour notice of intent to file an objection when there is good cause, requests for waiver of the BOR hearing allowing the property owner an appeal directly to circuit court, requests to testify by telephone or submit a sworn written statement, subpoena requests, and act on any other legally allowed/required Board of Review matters XVII. Review Notices of Intent to file Objection XVIII. Proceed to hear Objections, if any and if proper notice/waivers given unless scheduled for another date XIX. Schedule additional Board of Review dates (if required) XX. Adjournment Tina Kolls Village Clerk It is possible a quorum of any governmental body of the municipality may be in attendance at the above stated meeting to gather information; no action will be taken by any governmental body at the above stated meeting other than the governmental body specifically referred to above in this notice. Requests from persons with disabilities, who need assistance to participate in this meeting or hearing, should be made to the Village Clerk’s office in advance so the appropriate accommodations can be made. Posted: 06/28/2026 9:00 AM Page 2 of 11 Page 3 of 11 Page 4 of 11 VILLAGE OF WILLIAMS BAY 250 Williams Street | PO Box 580 | Williams Bay | WI | 53191 | vi.williamsbay.wi.gov Phone: 262-245-2700 UNOFFICIAL MINUTES BOARD OF REVIEW 9/4/2025 MEETING THURSDAY, SEPTEMBER 4, 2025 AT 10:00 AM VILLAGE HALL COUNCIL ROOM 250 WILLIAMS STREET WILLIAMS BAY, WI 53191 I. Call to Order Clerk Tina Kolls called the meeting to order at 10:00am. II. Roll Call Present: President Adam Jaramillo, Trustees George Vlach, Robert Umans, Adam Jaramillo, Steven Russell, Tina Kolls, Mary Bartholomew, and Susan Franzen Also Present: Attorney Mark Schroeder, Assessor Brandon Rusch, Clerk Tina Kolls Excused: Trustee Lowell Wright III. Confirmation of appropriate Board of Review and Open Meeting Notices A. Affidavit of Publication from the Lake Geneva Regional News Clerk Kolls confirmed that the appropriate noteces had been complted. IV. Select a Chairperson for the Annual Board of Review The motion to nominate President Jaramillo as Chairperson for the Annual Board of Review was initiated by Trustee Umans and seconded by Trustee Russell. Unanimously carried. V. Select a Vice-Chairperson for the Annual Board of Review The motion to nominate Trustee Umans as the Vice-Chairperson for the Annual Board of Review was initiated by Trustee Russell and seconded by Trustee Bartholomew. Unanimously carried. VI. Minutes The motion to approve the Board of Review Meeting Minutes of July 13, 2023, September 4, 2024, and June 2, 2025 was initiated by Trustee Umans and seconded by Trustee Franzen. Unanimously carried. A. Board of Review Meeting Minutes of July 13, 2023 B. Board of Review Meeting Minutes of September 4, 2024 C. Board of Review Meeting Minutes of June 2, 2025 VII. Verify that a member has met the mandatory training requirements A. Affidavit of Board of Review Training Participation Clerk Kolls reported that Trustees Bartholomew and Franzen had both met the training requirements for this year. VIII. Confirmation the Village of Williams Bay has adopted ordinance Sect. 1.04 (1)(e) which establishes confidentiality of income and expense information provided to the assessor under state law (Wis. Stats. 70.47 Page 5 of 11 (7)(af)). Clerk Kolls confirmed that Ordinance 2022-12 had been adopted to meet this state law. IX. Review of any new legislation Attorney Schroeder confirmed that there was no new legislature. X. Adoption of Policies Clerk Kolls confirmed that all policies in place have been followed. XI. Filing and summary of Annual Assessment Report by Assessor's Office Assessor, Brandon Rusch stated that Accurate has been the Assessor for two years. Rusch explained that this year Accurate performed an interim market update. Rusch explained that the current contract with Accurate goes through 2026. Rusch reviewed basic assessment data. XII. Receipt of the Assessment Roll and sworn statements by the Clerk Clerk Kolls received and signed the Assessment Roll. XIII. Review the Assessment Roll and Perform Statutory Duties A. Correct description of calculation errors, and omitted property, and eliminate double assessed property XIV. Discussion/Action - Certify all corrections of error under State Law (Sec. 70.43 Wis. Stats.) Assessor, Brandon Rusch, reported that there were no corrections of error. XV. Allow taxpayers to examine the Assessment Data The Assessment Roll was available for examination. XVI. During the first two hours, consideration of: A. Waivers of the required 48-hour notice of intent to file an objection when there is good cause, requests for waiver of the BOR hearing allowing the property owner an appeal directly to circuit court, requests to testify by telephone or submit a sworn written statement, subpoena requests, and act on any other legally allowed/required Board of Reivew matters WLB 00031 - Glen and Janet Vana - 95 Jewell Drive - Objection received 9-2-2025 at 12:15pm - reason for the late filing was that the objector was unaware of the drop-off time. Motion to deny 48-Hour waiver was initiated by Trustee Russell and seconded by Trustee Bartholomew. Unanimously carried. WCP2 00061 - Kerstin Reilly - 553 Glenview Road - Objection received 9-3-2025 12:28am - reason for the late filing was that the objector was waiting for a response from Accurate on their open book request and received it at 9am on 9-2- 2025. Motion to deny 48-Hour waiver was initiated by Trustee Bartholomew and seconded by Trustee Franzen. Unanimously carried. WA286300002 - Maggie Gage Trust - 737 Cedar Point Drive - Objection Received 9-2-2025 at 3:52pm - reason for the late filing was that the objector was struggling to get ahold of Accurate. Motion to deny 48-hour waiver was initiated by Trustee Umans and seconded by Trustee Franzen. Unanimously carried. WA379900003 - Gage Marine Corp - 54 Conference Point - Objection Received 9-2-2025 at 3:52pm - reason for the late filing was that the objector was struggling to get ahold of Accurate. Motion to deny 48-hour waiver was initiated by Trustee Bartholomew and seconded by Trustee Franzen. Unanimously carried. WSU 00025 - 14 Liechty Dr, LLC - 14 Liechty Drive - Objection Received 9-2-2025 at 3:52pm - reason for the late filing ws that the objector was struggling to get ahold of Accurate. Motion to deny 48-hour waiver was initiated by Trustee Umans and seconded by Trustee Bartholomew. Unanimously carried. WLAK 00020 - Suzanne Arnold - 361 Forest Drive - Objection Received 09-04-2025 at 9:40am - reason for the late filing Page 6 of 11 was that the objector was out of town. Motion to deny 48-hour waiver was initiated by Trustee Franzen and seconded by Trustee Bartholomew. Unanimoulsy carried. XVII. Review Notices of Intent to file Objection XVIII. Proceed to hear Objections, if any and if proper notice/waivers given unless scheduled for another date Marsico Trust - WSU 00034 - 33 Liechty Drive - Michael Marsico and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $210, 200, Improvements: $189,400, Total: $399,600 Motion to approve the Assessors' value of $399,600 was initiated by Trustee Umans and seconded by Trustee Bartholomew. VOTES: Yes: President Jaramillo, Truestes Bartholomew, Umans, Vlach, Russell and Franzen, No: None, Abstain: None - Result: Motion Passes Reed Beidler - WGT 00003 - 467 Outing Street - Reed Beidler and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $4,345,000, Improvements: $1,308,400, Total: $5,653,400 Motion to approve the Assessors' value of $5,653,400 was initiated by Trustee Umans and seconded by Trustee Bartholomew. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell and Franzen, No: None, Abstain: None - Result: Motion Passes Walter M Kelly - WCP1 00031 - 108 Birch Walnut Drive - Motion to table due to lack of Agent form was initiated by Trustee Vlach and seconded by Trustee Bartholomew. Unanimously Carried. Richard and Wenel Jais Trust - WLB 00057 - 6 Lackey Drive - Richard Wenel and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $576,300, Improvements: $406,000, Total: $982,300 Motion to approve the Assessors' value of $982,300 was initiated by Trustee Umans and seconded by Trustee Vlach. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell and Franzen, No: None, Abstain: None - Result: Motion Passes Marilyn C. Catalano Trust - WBS 00202 - 57 N. Walworth Ave #202 - John and Marilyn Catalano and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $55,000, Improvements: $766,500, Total: $ 821,500 Motion to approve the Assessors' adjusted value of $709,500 was initiated by Trustee Russell and seconded by Trustee Franzen. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell, and Franzen, No: None, Abstain: None - Result: Motion Passes Theodore S Duncan and Barb Roloff - WOP 00028 - 190 N. Walworth Ave - Theodore Duncan and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $48,000, Improvements: $100,800, Total: $148,800 Motion to approve the Assessors' value of $148,800 was initiated by Trustee Bartholomew and seconded by Trustee Franzen. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell, and Franzen, No: None, Abstain: None - Result: Motion Passes Sue Silvestri - WBR 00008 - 201 Williams Street #8 - Arney Silvestri and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $15,000, Improvements: $205,000, Total: $220,000 Motion to approve the Objectors' value of $160,000 was initiated by Trustee Umans and seconded by Trustee Franzen. VOTES: Yes: Trustee Umans and Russell, No: President Jaramillo, Trustees Bartholomew, Vlach and Franzen, Abstain: None - Result: Motion Fails Motion to approve the Assessors' value of $220,000 was initiated by President Jaramillo and seconded by Trustee Vlach. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Vlach and Franzen, No: Trustees Umans and Russell, Abstain: None - Result: Motion Passes Walter M. Kelly Jr. - WCP1 00013 - 108 Birch Walnut Drive - William Hartman and Branon Rusch were sworn in and testified. 2025 Original Assessment: Land: $4,290,000, Improvements: $430,700, Total: $4,720,700 Motion to approve the Assessors' value of $4,720,700 was initiated by Trustee Umans and seconded by Trustee Vlach. Page 7 of 11 VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell and Franzen, No: None, Abstain: None - Result: Motion Passes Sorensen Trust - WCP1 00013 - 84 Oak Birch Drive - George Sorensen and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land $950,000, Improvements: $366,300, Total: $1,316,300 Motion to approve the Assessors' value of $1,316,300 was initiated by Trustee Umans and seconded by Trustee Russell. VOTES: Yes: President Jaramillo, Trustees Umans, Vlach, and Russell, No: Trustees Bartholomew and Franzen, Abstain: None - Result: Motion Passes William Peter Repsold - SLV 00012 - 111 Upper Loch Vista Drive - James Repsold and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $297,300, Improvements: $48,200, Total: $345,500 Motion to approve the Assessors' value of $345,500 was initiated by Trustee Russell and seconded by Trustee Umans. VOTES: Yes: President Jaramillo, Trustee Bartholomew, Umans, Vlach, Russell, and Franzen, No: None, Abstain: None - Result: Motion Passes J.M. Condron and Carol A Condron - WGE 00002 - 103 Healy Drive - Mike Condron and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $91,100, Improvements: $241,000, Total: $332,100 Motion to approve the Assessors' value of $332,100 was initiated by Trustee Umans and seconded by Trustee Bartholomew. VOTES: Yes: Trustees Bartholomew, Umans, Vlach, and Russell, No: President Jaramillo, Trustee Franzen Abstain: None - Result: Motion Passes Joseph Marsico Trust - WSU 00030 - 13 Liechty Drive - Joseph Marsico and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $259,200, Improvements: $89,600, Total: $348,800 Motion to approve the Assessors' value of $348,800 was initiated by Trustee Vlach and seconded by Trustee Russell. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell, and Franzen, No: None, Abstain: None - Result: Motion Passes Richard Carollo - WCP1 00032 - 112 Birch Walnut Drive - Richard Carollo and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $4,537,500, Improvements: $1,967,800, Total: $6,505,300 Motion to approve the Assessors' amended value of $6,055,500 was initiated by President Jaramillo and seconded by Trustee Bartholomew. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Vlach, Russell, and Franzen, No: Trustee Umans, Abstain: None - Result: Motion Passes Taylor Danz and Michelle Danz - WBAIL 00015 - 421 Chesterfield Court - Taylor Danz and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $68,500, Improvements: $684,100, Total: $752,600 Motion to approve the Assessors' amended value of $642,800 was initiated by Trustee Umans and seconded by Trustee Vlach. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell, and Franzen, No: None, Abstain: None - Result: Motion Passes Novak Family LG, LLC - WCP1 00067 - 101 Birch Walnut Drive - Richard Novak and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $423,400, Improvements: $148,900, Total: $572,300 Motion to approve the Assessors' value of $572,300 was initiated by President Jaramillo and seconded by Trustee Umans. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell, and Franzen, No: None, Abstain: None - Result: Motion Passes Patricia A Dulla Trust - WCP1 00011 - 76 Oak Birch Drive - Joseph Dulla and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $1,150,000, Improvements: $224,100, Total: $1,374,100 Motion to approve the Assessors' amended value of $1,144,100 was initiated by Trustee Bartholomew and seconded by Trustee Vlach. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell, and Franzen, No: None, Abstain: None - Result: Motion Passes Carol Wilkinson Trust - WGT 00006 - 2 Outing Street - Thomas Newman and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $3,712,500, Improvements: $368,700, Total: $4,081,200 Page 8 of 11 Motion to approve the Assessors' value of $4,081,200 was initiated by Trustee Umans and seconded by Trustee Vlach. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell and Franzen, No: None, Abstain: None - Result: Motion Passes Linda Hand - WUS 00028C - 28 Driftwood Court Unit C - Linda Hand and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $15,000, Improvements: $425,000, Total: $440,000 Motion to approve the Assessors' value of $440,000 was initiated by President Jaramillo and seconded by Trustee Umans. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, and Vlach, No: Trustees Russell and Franzen, Abstain: None - Result: Motion Passes John R Holmes and Susan J Holmes - WOP 00096 - 27 N. Walworth Ave - John Holmes, Susan Holmes and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $1,650,000, Improvements: $575,500, Total: $2,225,500 - Trustee Vlach Recused himself Motion to approve the Assessors' value of $2,225,500 was initiated by Trustee Bartholomew and seconded by Trustee Franzen. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Russell and Franzen, No: None, Abstain: None - Result: Motion Passes Gladys R Grunschel Trust - WCP1 00072 - 121 Birch Walnut - Carl Grunschel Jr and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $303,200, Improvements: $251,800, Total: $555,000 - Trustee Vlach Recused himself Motion to approve the Assessors' value of $555,000 was initiated by Trustee Umans and seconded by Trustee Russell. VOTES: Yes: President Jaramillo, Trustees Umans, and Russell, No: Trustees Bartholomew and Franzen, Abstain: None - Result: Motion Passes 246 Circle LLC - WCP3 00015 - 246 Circle Parkway - Attorney Chad Pollard, Guita Giffiths and Brandon Rusch were sworn in and testified. 2025 Original Assessment: Land: $4,180,000, Improvements: $455,400, Total: $4,635,400 Motion to approve the Assessors' amended value of $4,217,400 was initiated by Trustee Bartholomew and seconded by Trustee Vlach. VOTES: Yes: President Jaramillo, Trustees Bartholomew, Umans, Vlach, Russell and Franzen, No: None, Abstain: None - Result: Motion Passes XIX. Schedule additional Board of Review dates (if required) An additional date for Board of Review was scheduled for September 11, 2025 beginning at 10:00am. XX. Adjournment The motion to adjourn was initiated by Trustee Vlach and seconded by Trustee Franzen at 06:19pm. Unanimously carried. /s/ Tina Kolls, Village Clerk These are not official Minutes until approved by the Governing Body. Page 9 of 11 Page 10 of 11 Page 11 of 11