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Assessment board approves narrowed subpoena for appraisals and loan records after objections from agents
Summary
After objections from agents that the assessor’s requests were overbroad, the Ventura County Assessment Appeals Board approved a narrowed subpoena seeking 2020 appraisal files (for market data), 2020 income/expenses and supporting vacancy data, and loan appraisals (loan opinions redacted). The board set June 1, 2026 as the target compliance and encouraged earlier exchange.
The Ventura County Assessment Appeals Board No. 2 ruled April 6 that the assessor may subpoena a limited set of documents the assessor said it needs to value contested appeals, but it narrowed the request in response to due‑process objections from taxpayer agents.
Assessor representative Joe Phillips told the board his office mailed a 441D request for additional information and had received no response for items tied to several appeals. He asked the board to authorize subpoenas for missing appraisal and loan documentation and three years of related income and expense data, citing Revenue & Taxation Code §441D as statutory authority.
Multiple agents objected that the request was overbroad and raised potential due‑process…
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